MUFG Union Bank, N.A.
MUFG Union Bank is an American full-service bank with 398 branches in California, Washington and Oregon which is wholly owned by MUFG Bank. Customer service: 1 (800) 238-4486 Credit card support: 1 (888) 642-3311 Headquarters: New York City, NY Parent organization: MUFG Bank CEO: Steve Cummings (May 2015–) Revenue: 5.28 billion USD (2016)
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MUFG Union Bank, N.A. Employees
MUFG Union Bank, N.A. September 2015 - Present
MUFG Union Bank, N.A. August 2011 - September 2015
Ernst & Young 2011 - 2011
Sun Microsystems, Inc. (now, Oracle Corp.) 1998 - 2010
LaSalle Partners (now Jones, Lang, LaSalle) 1992 - 1998
Continental Illinois National Bank 1981 - 1992
Skills
Program Management, Strategy, Strategic Planning, Leadership, Portfolio Management, Change Management, Corporate Real Estate, Outsourcing, Business Intelligence, Process Improvement, Analytics, Budgets, Management
Education
Northwestern University
Bachelor of Arts (B.A.)
Pacific Mercantile Bank July 2015 - Present
MUFG Union Bank, N.A. May 2013 - June 2015
Cathay Bank August 2012 - November 2012
First California Bank July 2011 - October 2011
California United Bank` December 2008 - July 2011
Skills
Commercial Banking, Treasury Management, Cash Management, Operational Risk, Banking, Retail Banking, Risk Management, Branch Management, Branch Banking, Internet Banking, Relationship Management, Bank Secrecy Act, Treasury Services, Operational Risk..., Mergers & Acquisitions, Credit Cards, Cross Selling, Operations Management, Vendor Management, Project Management, Product Development, Deposits, Core Banking, Product Management, Foreign Exchange, FX Options, ACH, Treasury Management...
Education
University of Arizona
Bachelors of Finance, Finance
MUFG Union Bank N.A. April 2014 - Present
MUFG Union Bank, N.A. February 2013 - April 2014
C12 Energy October 2012 - February 2013
UNODC February 2012 - August 2012
Skills
International Relations, Data Analysis, Policy Analysis, International Economics, Research, Accounting, International Trade, Legal Research, Anti Money Laundering, Spanish, Counterterrorism Finance, Money or Value Transfer..., Bank Secrecy Act, USA PATRIOT Act, Training, Negotiation, Money Laundering, Due Diligence
Education
Monterey Institute of International Studies 2010 — 2012
M.A., International Policy Studies and Trade
Universidad Rey Juan Carlos 2011 — 2011
Spanish Language and Literature
San Francisco State University 2007 — 2009
B.A., International Relations with a focus in Latin American Studies
MUFG Union Bank, N.A. September 2014 - Present
MUFG Union Bank, N.A. January 2012 - August 2014
Quepasa Corporation 2010 - 2010
Skills
Financial Analysis, Credit, Credit Analysis, Tax Returns, Corporate Finance, Underwriting, Credit Risk, Finance, Accounting, Banking, Economics, Data Analysis, Financial Reporting, Market Research, Analysis, Negotiation, Microsoft Excel, Research, Business Analysis, PowerPoint, Microsoft Office, Leadership, Financial Forecasting, Planning Budgeting &..., Translation, Capital Budgeting, Investments, Analytics, Real Estate, Corporate Social..., Volunteer Management, Environmental Issues, Travel Planning, Event Planning, Spreadsheets, Web Design, Adobe Creative Suite, Access
Education
University of California, Los Angeles 2009 — 2011
BA, Economics
Santa Monica College
MUFG Union Bank, N.A. August 1989 - Present
First Nationwide Bank July 1987 - August 1989
First Interstate Bank, N.A. 1984 - 1987
Skills
Securities, Mutual Funds, Fixed Income, Capital Markets, Derivatives, Portfolio Management, Alternative Investments, Hedge Funds, Financial Services, Series 7, Investment Management, Wealth Management, Asset Management, Private Banking, International...
Education
Gonzaga University 1975 — 1979
Bachelor of Arts (B.A.), History & Political Science
MUFG Union Bank, N.A. July 2014 - Present
Protiviti, Inc. July 2011 - July 2014
Merryl Brown Events, LLC March 2011 - June 2011
The Alliance Group, Inc. March 2011 - June 2011
Protiviti June 2010 - July 2010
Heffernan Insurance Brokers June 2007 - September 2009
Skills
Internal Controls, Internal Audit, Enterprise Risk..., Analysis, Accounting, Teamwork, Business Process, Finance, Management, Leadership
Education
University of California, Santa Barbara 2007 — 2011
B.A.
Universiteit Utrecht 2010 — 2010
Carlmont High School 2003 — 2007
Citizens Bank August 2015 - Present
MUFG Union Bank, N.A. November 2012 - Present
Skills
Calypso, Bloomberg, Reuters, Opics, Microsoft Office..., ACT CRM, Foreign Currency..., International Banking..., FX Options, Analysis, Financial Modeling, Competitive Analysis, Capital Markets, Asset Management, Corporate Finance, Financial Risk, Financial Analysis, Interest Rate..., Interest Rate Swaps, Investments, Trading, Valuation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
Masters of Business Administration, Finance, Dean's Honor Roll
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2010
Bachelor's Degree, Management; Accounting & Economics, Dean's Honor Roll
MUFG Union Bank, N.A. November 2014 - Present
Union Bank October 2013 - October 2014
Union Bank August 2012 - October 2013
Federal Home Loan Bank of San Francisco November 2009 - August 2012
Helm Financial Corporation July 2008 - November 2009
Skills
Financial Analysis, Accounting, SEC filings, Analytics
Education
Cal Poly San Luis Obispo
BS, Business Administration
MUFG Union Bank, N.A. January 2011 - Present
Union Bank August 2005 - December 2010
San Diego State University January 2002 - April 2005
Skills
Mortgage Lending, Commercial Lending, Loans, Commercial Banking, Loan Origination, Consumer Lending, Banking, Credit, Small Business Lending, Investments, Retirement Planning, FHA, Lines Of Credit, Series 6, Series 63
Education
California State University-Northridge 2007 — 2010
Master of Public Administration (MPA)
San Diego State University-California State University 2001 — 2005
Political Science
MUFG Union Bank, N.A. June 2015 - Present
Golden Gate Financial Partners October 2014 - December 2014
A2Q2, LLC November 2013 - May 2014
Harbor Capital Advisors, Inc. February 2010 - May 2013
Harbor Capital Advisors, Inc. December 2011 - February 2012
Harbor Capital Advisors, Inc. October 2010 - April 2011
The San Jose Group May 2009 - July 2009
Digital Imaging Resources June 2000 - July 2008
Skills
Mutual Funds, Series 63, Series 6, Data Analysis, Investments, FINRA, Financial Services, Financial Analysis, AML, Analysis, Time Management, Outlook, Access, Management, SharePoint, Finance, Internal Audit
Education
Loyola University of Chicago 2007 — 2009
Bachelor of Business Administration (B.B.A.), International Business
MUFG Union Bank, N.A. August 2015 - Present
MUFG Union Bank, N.A. December 2013 - August 2015
First Niagara Commercial Finance, Inc. March 2012 - November 2013
PNC Business Credit November 2005 - March 2009
PNC Business Credit August 2004 - October 2005
Great American Group November 2002 - August 2004
Fleet Capital Corporation (now Bank of America) March 1998 - November 2002
Artkraft Strauss Sign Corp. November 1995 - January 1998
Berenson LLP (acq. by J.H. Cohn LLP, now CohnReznick LLP) August 1994 - November 1995
Anchin, Block & Anchin LLP July 1989 - April 1994
Skills
Credit, Financial Analysis, Portfolio Management, Asset Based Lending, Underwriting, Accounting, Banking, Loans, Risk Management, Credit Analysis, Microsoft Office, Financial Modeling, Financial Reporting, Mergers, Due Diligence, Excel, Commercial Banking, Cash Flow, Risk, Commercial Lending, Corporate Finance, Management, Finance, Credit Risk, Financial Risk, Mergers & Acquisitions, Auditing, Investments, Cash Management, Microsoft Excel, Strategic Financial..., Loan Origination
Education
State University of New York at Albany 1985 — 1989
BS
MUFG Union Bank N.A. April 2013 - Present
Open Ministry October 2011 - Present
ExtraCriticum.com June 2009 - Present
The Will Clark Show February 2005 - February 2014
Fourteen Stories October 2011 - January 2013
Pinkplot Productions July 2009 - October 2012
Dramatists Guild of America May 2011 - June 2011
Waldorf Astoria Hotel November 2010 - May 2011
Dramatists Guild of America September 2010 - September 2010
Dramatists Guild of America September 2009 - October 2009
Skills
Team Management, Event Management, Entertainment, Theatre, Arts, Event Planning, Fundraising, Writing, Non-profits, Special Events, Budgeting, Promotions, Customer Relations, Public Relations, Public Speaking, Advertising, Word, Customer Service, Microsoft Office, Strategic Planning, Social Media, Marketing Communications, Editing, Press Releases, Research, Copywriting, Production, Blogging, Teaching, Graphic Design, Photoshop, Social Media Marketing, Music, PowerPoint, Social Networking, Scheduling, Coaching, Creative Writing, Photography, Media Relations, Team Building, Film, Negotiation, Contract Negotiation, Online Marketing, Marketing Strategy, Outlook, Publicity, Sponsorship, Nonprofits
Education
Northwestern University 1991 — 1992
MA, Theatre, specializing in Children's Theatre
Augsburg College 1982 — 1987
BA Theatre, Communications, English
MUFG Union Bank, N.A. August 2015 - Present
Bank of Tokyo-Mitsubishi UFJ November 2013 - Present
Augusta National Golf Club April 2013 - April 2013
XLA May 2012 - August 2012
Skills
Westlaw, Outlook, Customer Service, Social Media, Social Networking, Time Management
Education
Seton Hall University School of Law 2013 — 2017
Doctor of Law (J.D.)
University of South Carolina-Columbia 2009 — 2013
Bachelor of Arts (B.A.), Major: International Relations and Affairs Minor: Criminal Justice
John Cabot University, Study Abroad, Rome, Italy 2012 — 2012
International Relations and Affairs
Loring Ward September 2014 - Present
MUFG Union Bank, N.A. July 2013 - September 2014
Citibank, N.A. August 2011 - June 2013
UC Santa Cruz January 2010 - June 2010
Skills
Portfolio Management, Investment Management, Money Guide Pro, Finance, Investments, Mutual Funds, Banking, Credit, Strategy, Customer Service, Sales, Management, Economics, Fundraising, Event Planning, Small Business Lending
Education
University of California, Santa Cruz 2010 — 2011
B.A., Business Management Economics (Finance & Accounting)
MUFG Union Bank, N.A. June 2014 - Present
Union Bank Homeowners Association Services April 2013 - June 2014
Union Bank Homeowners Association Services October 2012 - April 2013
PNC Bank September 2012 - October 2012
eChalk August 2009 - August 2012
Promethean April 2006 - August 2009
PICO Atlanta 2004 - April 2006
SPOON Exhibit Services and Events 2002 - 2004
Access TCA 2000 - 2002
American Software 1995 - 2000
Skills
Corporate Brand..., Marketing Strategy, Global Event Management, Social Media, Campaigns and Promotions, Public Relations, Advertising, Lead Process Management, ROI Tracking, Mobile Marketing, Marketing Communications, Strategic Alliances, Channel Marketing, Event Management, Multi-channel Marketing, Return on Investment, Promotions, Brand Management, Social Media Marketing, Campaigns, Lead Generation, Marketing, Project Planning, Salesforce.com, Strategic Partnerships, Strategy, Team Management, Press Releases, Relationship Marketing, Digital Marketing, Leadership, Integrated Marketing, Management, Product Marketing, Corporate Branding, Online Marketing, Account Management, Marketing Management, Contract Negotiation, Newsletters, Creative Direction, Business Development, Direct Marketing, Brand Awareness, Internal Communications, Negotiation, Sponsorship, Direct Mail, Budgets, Market Research
Education
Brenau University 1986 — 1990
B.A., Global Marketing/Management
Fayette County High School 1982 — 1986
Diploma, General Studies
MUFG Union Bank, N.A. November 2010 - Present
Dinkes & Schwitzer August 2009 - November 2010
Nesenoff & Miltenberg, LLP February 2005 - August 2009
Alexander Cherny & Associates January 2003 - February 2005
Skills
Lexis, Wordperfect, PACER, Westlaw, Outlook, Electronic Filing, Bluebook, Lotus Notes, Legal Research, Corporate Law, Litigation, Litigation Support, Arbitration, Intellectual Property, Document Review, Notary Public, Courts, Document Drafting, LexisNexis, Pleadings, WordPerfect
Education
City University of New York-John Jay College of Criminal Justice 2000 — 2004
BS, Legal Studies
MUFG Union Bank, N.A. January 2006 - Present
Skills
Banking, CRM, Commercial Banking, Cross Selling, Customer Retention, Customer Service, Government, Loans, Management, New Business Development, Portfolio Management
Education
UCLA Anderson School of Management 1993 — 1994
Executive Management Graduate Program
University of California, Santa Barbara 1984 — 1988
Bachelor of Arts (B.A.), Political Science
MUFG Union Bank, N.A. April 2015 - Present
MUFG Union Bank, N.A. September 2007 - April 2015
DreamWorks Animation SKG September 2005 - September 2007
Good, West & Schuetze/ The Law Offices of Ned Good April 2001 - March 2005
Skills
Courts, Talent Management, Negotiation, Legal Documents, Accounting, Customer Service, Analysis, Policy, Accounts Payable, Internal Audit, Research, Cash Management, Risk Management, Credit
Education
Glendale University College of Law 2000 — 2004
Doctor of Law (JD), Law
University of San Diego 1996 — 2000
Bachelor of Arts (B.A.), Psychology
MUFG Union Bank, N.A. March 2014 - Present
Union Bank January 1998 - March 2014
Union Bank January 1995 - 1998
Union Bank January 1990 - December 1992
Union Bank January 1989 - December 1989
Security Pacific Bank October 1986 - December 1988
Bank of California October 1980 - September 1986
Skills
Government Banking, Certified Treasury..., Business Relationship..., Business Development /..., M&A Support, Portfolio Management, Commercial Banking, Small Business Lending, Commercial Lending, Lines Of Credit, Credit Analysis, Consultative Sales..., Contract Negotiation
Education
Dordt College 1976 — 1980
Bachelor of Business Administration (BBA), Business Administration and Agri-Business
MUFG Union Bank, N.A. August 2014 - Present
Skills
Servicing, Loss Mitigation, Risk Management, Portfolio Management, Operational Risk, Risk, Operational Risk..., Compliance Management, Mortgage Servicing, Mortgage, Mortgage Banking, Default, Six Sigma, Foreclosures, OREO, REO, Project Management, Process Management, Loan Servicing, Collections, Strategic Planning, Compliance, Residential Mortgages, Loans, Mortgage Lending, Credit Risk, Banking, Financial Services, Mergers, Relationship Management, Asset Managment, Cash Management, Call Center, Bankruptcy, Enterprise Risk..., Securitization, FHA, Loan Modifications, Executive Management, MBS, Business Process..., Management, Vendor Management, Risk Analytics, Fraud, Leadership, Commercial Mortgages, Credit, Mergers & Acquisitions, Call Centers
Education
Dallas Baptist University
MUFG Union Bank, N.A. June 2011 - Present
Union Bank August 2010 - May 2011
Union Bank January 2009 - July 2010
Union Bank April 2007 - December 2008
Wholesale America Mortgage / California Financial Group 2004 - April 2007
Coldwell Banker Residential Brokerage, Northern California 2002 - 2004
Skills
Software Project..., Commercial Banking, Banking, Financial Services, SDLC, Project Management, Vendor Management, PMO, MS Project, Management, Risk Management, Change Management, Business Analysis, Internet Banking, PMP, Project Portfolio..., Retail Banking, Software Documentation, Treasury Management
Education
Pasadena City College
MUFG Union Bank N.A. 2014 - Present
Skills
Program Management, Disaster Recovery, Business Continuity, Cloud Computing, Project Management, Risk Management, Systems Analysis, Full SDLC, Configuration Management, Business Process..., Business Process Design, Business Process Mapping, Functional Requirements, User Documentation, Enterprise Architecture, Integration, IT Strategy, PMP, Governance, IT Management, Information Technology, Requirements Gathering, Business Process, SDLC, Vendor Management, SaaS, Requirements Analysis, IT Service Management, Virtualization, ITIL
Education
Baker University
Bachelor of Science, Business Management
Oracle July 2015 - Present
GTS Consulting LLC January 2001 - Present
WellCare Health Plans April 2015 - July 2015
MUFG Union Bank, N.A. November 2013 - April 2015
NGA Human Resources June 2013 - October 2013
Time Warner Inc. August 2012 - May 2013
McCarty Wholesale Lumber Company January 1986 - October 2012
Jabil December 2011 - July 2012
KMM Telecommunications June 2009 - April 2011
Verizon Business August 1999 - June 2009
Skills
MS Project, PMP, Six Sigma, Full SDLC, Oracle, Unix, Open Systems Accounting..., Visio, Program Management, Software Project..., SQL Server, Project Implementation, PeopleSoft, Informatica, Agile Project Management, Waterfall, Scrum, PMO, Project Portfolio..., PMI, PMBOK, SDLC, Requirements Gathering, Certified Project..., Project Delivery, Project Execution, User Acceptance Testing, Release Management, Business Analysis, Life Cycle Assessment, Siebel, Software Implementation, Project Planning, IT Management, Requirements Analysis, Business Process..., SharePoint, Business Requirements, ERP, Software Development..., Celoxis PPM, Resource Management, Vendor Management, IT Strategy, Business Process, Integration, Process Development, IT Operations, Workday, HRIS
Education
Ball State University 1982 — 1986
MUFG Union Bank, N.A. June 2012 - Present
Independent Consultant January 2012 - June 2012
Mercer September 1999 - November 2011
SmithBucklin August 1988 - September 1999
Skills
Project Life Cycle..., Change Management, Knowledge Management, Business Process..., Team Leadership, Project Implementation, Team Building, Mentoring, New Business Development, Yoga, Word, PowerPoint, CA Clarity PPM, Fieldglass, Vendor Management, Training, Management, CA Clarity, Cross-functional Team..., Governance, Program Management, Microsoft Word, Software Documentation, Project Management, PMO, Project Planning, SDLC, Process Improvement, Business Analysis, Consulting, Business Development, Human Resources, Product Lifecycle..., Proposal Writing, Visio, PMP, Outsourcing, Project Portfolio..., Business Process, IT Strategy, Requirements Analysis, Resource Management, Software Project..., Project Delivery, Business Transformation, Requirements Gathering, Risk Management, Management Consulting, Strategy, Analysis
Education
Illinois State University
Bachelor of Science, Business Administration and Psychology
J.P. Morgan Asset Management April 2015 - Present
MUFG Union Bank N.A. March 2013 - April 2015
BizLink Group Inc. April 2012 - June 2014
Genesis10 January 2013 - March 2013
Barclays Wealth January 2009 - April 2012
Barclays Capital September 2008 - December 2008
Lehman Brothers November 2003 - October 2008
Neuberger Berman November 1998 - November 2003
Dreyfus January 1996 - November 1998
US Navy February 1993 - February 1995
Skills
Business Brokerage, Small Business, Real Estate Investment, Real Estate, IT Strategy, IT Management, Data Warehousing, Business Intelligence, Database Management, Integration, Program Management, Architecture, SDLC, Team Leadership, Database Admin, Team Building, Enterprise Architecture, SQL, Databases, Quality Assurance, Software Project..., Investment Properties, PMO, Management, Recruiting, Business Analysis, Vendor Management, Leadership, Project Management, Microsoft SQL Server, Software Development, Management Consulting, Disaster Recovery, Change Management, Project Portfolio..., Strategy, Security, Process Improvement, Executive Management, CRM, Outsourcing, Architectures, Mergers & Acquisitions, Analysis, Project Delivery, Information Technology, Business Process..., Testing, Visio, Requirements Analysis
Education
Berkeley College 1995 — 1996
Business Management
US Navy 1993 — 1995
Bergen Community College 1992 — 1993
Undecided
Elmwood Park Memorial High School 1988 — 1992
MUFG Union Bank, N.A. October 2006 - Present
Bank of Tokyo-Mitsubishi UFJ August 2010 - March 2011
Union Bank September 2005 - October 2006
Coca-Cola Enterprises June 2004 - August 2004
Skills
Microsoft Office Suite,..., Loans, Business Development, Banking, Finance, Mergers & Acquisitions, Credit, Credit Risk, Real Estate, Financial Modeling, Financial Analysis, Commercial Real Estate, Investments, Loan Origination, Project Finance
Education
USC Price School of Public Policy 2012 — 2014
Master of Real Estate Development, Real Estate Development
USC Marshall School of Business 2011 — 2014
Master of Business Administration (MBA), Finance, General
Tulane University - A.B. Freeman School of Business 2001 — 2005
Bachelor of Science (B.S.), Finance, General
MUFG-Union Bank, N.A. April 2002 - Present
North Torrance Little League September 2012 - July 2014
Wells Fargo Bank 1996 - 1998
First Interstate Bank 1987 - 1996
Mellon Bank 1985 - 1987
Skills
Treasury Management, Cash Management, Analysis, Account Management, Customer Service, Customer Relations, Risk Management, Commercial Banking, Treasury, Commercial Lending, Loans, Banking, Treasury Services, ACH, Investments, Cash Flow
Education
American Banker's Association
Business of Banking
California State University-Long Beach - College of Business Administration 1999 — 2001
MBA, Emphasis in Finance
California State University-Dominguez Hills 1997 — 2000
Bachelor of Science, Accounting, Finance
Greensburg Salem
MUFG Union Bank, N.A. July 2014 - Present
Union Bank December 2012 - Present
Union Bank May 2011 - December 2012
BlackRock April 2011 - May 2011
Osborne Partners Capital Management November 2006 - April 2010
Remedy Staffing July 2004 - September 2004
Washington Mutual April 2001 - January 2004
Education
University of California, Davis 2004 — 2006
BA, Economics
MUFG Union Bank, N.A. December 2014 - Present
BNY Mellon July 2013 - December 2014
BNY Mellon October 2012 - December 2014
Banana Republic May 2009 - September 2012
Countrywide Home Loans February 2007 - September 2007
Skills
Corporate Trust, Electronic Trading, Fiduciary Services, Knowledge Sharing, Document Review, Fund Administration, Fund Accounting, Employee Training, Dependable Team Player, Tenacious Work Ethic, Microsoft Office, Enthusiasm to learn, Financial Risk, Portfolio Management, Finance, Time Management, Bloomberg Terminal, Public Finance, Municipal Bonds, Balance Sheet Review, Trade Compliance, Client Rapport, Organization, Exceptional People..., Proficient Typing Skills, Wealth Management, Financial Analysis, Customer Service, Microsoft Excel, Social Networking, Public Speaking, Management, PowerPoint
Education
University of Phoenix 2010 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Santa Monica College 2007 — 2009
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
MUFG Union Bank, N.A. June 2011 - Present
e-Camps Sports Network March 2010 - May 2010
Macy's June 2009 - August 2009
Everton America CT September 2008 - July 2009
Chadwick’s Restaurant May 2008 - July 2009
Smith Barney June 2007 - August 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Social Networking, Event Planning, Coaching, Sales, Social Media, Financial Analysis, Management, Public Speaking, Sales Management
Education
Fairfield University 2007 — 2011
2011, Marketing, Finance, Management, Business Ethics
MUFG Union Bank N.A November 2014 - Present
MUFG Union Bank, N.A. December 2013 - November 2014
The Norinchukin Bank July 2007 - November 2013
NYS Office for People with Developmental Disabilities January 2007 - June 2007
Insurance Services Office Inc. April 2001 - December 2006
Footstar Inc. March 2000 - March 2001
Snap-on Tools March 1999 - February 2000
RM Consulting March 1998 - February 1999
Skills
Vulnerability Assessment, Disaster Recovery, Information Security, Application Security, Computer Forensics, DLP, ITIL, Active Directory, Risk Assessment, Encryption, VMware, IPS, Windows Server, IT Audit, McAfee, Security Intelligence, FFIEC, ISO 17799, CIS Best Practices, NIST 800-53, FISMA, ISACA, Penetration Testing, Access Control, Physical Security, Social Engineering, Information Security..., Business Continuity, Network Security, Security Policy, Information Security..., Security, SIEM, COBIT, ISO 27002
Education
Chubb Institute 1998 — 1999
Diploma
National Institute of Information Technology 1996 — 1997
Diploma
Gujarat University 1994 — 1997
Bachelor of Science (B.Sc.)
MUFG Union Bank, N.A. September 2015 - Present
Academy of Art University July 2014 - September 2015
Boston EMS January 2014 - March 2014
EduBoston October 2013 - January 2014
ASC English October 2010 - October 2013
Flagship Cruises & Events June 2005 - September 2010
UC Berkeley September 2007 - May 2008
Skills
YouTube, Facebook, Microsoft Office, Microsoft Excel, Teaching, ESL, PowerPoint, Social Media, Curriculum Design, Community Outreach, Curriculum Development, Research, Higher Education, Admissions, Teaching English as a..., Public Speaking, Student Affairs, Tutoring
Education
University of California, Berkeley 2004 — 2008
BA, French
Università degli Studi di Padova 2008 — 2008
Study Abroad, Psicologia', Sociologia', Storia dell'Arte, 4.0
Boston University 2013 — 2013
Emergency Medical Technology/Technician (EMT-Basic)
MUFG Union Bank N.A. July 2014 - Present
The Bank of Tokyo-Mitsubishi UFJ, Ltd. April 2014 - June 2014
The Bank of Tokyo-Mitsubishi UFJ, Ltd. June 2013 - April 2014
EY January 2006 - March 2012
Skills
Accounting, Auditing, Commercial Banking, Financial Analysis, Derivatives, Fixed Income, Capital Markets, Asset Management, Hedge Funds, US GAAP, Banking
Education
Fort Lewis College 2000 — 2005
Accounting, Bachelor's degree
Houlihan Lokey January 2015 - Present
MUFG Union Bank N.A. May 2014 - August 2014
Family Portfolio December 2009 - December 2013
The Galena Group LLC June 2012 - August 2013
UCSF Medical Center September 2011 - July 2012
UCSF Koret Vision Laboratory May 2011 - August 2011
Tennis Town & Country May 2011 - August 2011
Kumon August 2008 - December 2008
Skills
Matlab, Valuation, Equity Trading, Risk Management, C++, Fixed Income, Technical Analysis, Financial Analysis, Options, Asset Management, Equity Research, Bloomberg Terminal, R, Financial Modeling, Microsoft Excel, Statistics, DCF Valuation, Fundamental Analysis, Visual Basic, Visual C++, Data Analysis, Biochemistry, Microsoft Office, AMPL, Western Blotting, PCR, Derivatives, AutoCAD
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2013 — 2014
Master of Science (M.S.), Financial Engineering
University of California, Berkeley 2009 — 2013
Bachelor of Science (B.S.), Bioengineering (Focus in Computational Biology)
Carlmont High School 2005 — 2009
High School Diploma
MUFG Union Bank, N.A. April 2013 - Present
Mellon Capital Management May 2010 - August 2012
Mellon Capital Management March 2006 - May 2010
Mellon Capital Management June 2005 - March 2006
Deutsche Bank Securities Inc January 2004 - June 2005
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Windows 7, Bloomberg Data License, Charles River IMS, SharePoint, Portia, Catalyst, Multi Tasking, Problem Solving, Goal Oriented, Exceptionally well..., CMS, Active Directory, Recruiting, Process Improvement, Proactive self-starter, Software Documentation, Hedge Funds, Vendor Management, Securities, Administrative..., Databases, Access, Bloomberg, Asset Management, Mutual Funds, Lotus Notes, Fixed Income, Financial Analysis, Equities, System Administration, Account Management, Management, Human Resources, Business Analysis
Education
Heald College-San Francisco 2013 — 2013
Associate of Arts (A.A.), Business Administration, Management and Operations
Heald College-Hayward 2001 — 2003
Associates in Applied Science, Computer Business Administration
MUFG Union Bank, N.A. May 2013 - Present
State of Oregon 2011 - 2013
Farleigh Wada Witt 2010 - 2011
Gary Bullock & Associates 2008 - 2010
Mandacalypse Pictures January 1998 - September 2009
Walter Weiss, A Law Corporation 2005 - 2008
Richard Weiss, A Law Corporation 2005 - 2007
King, Holmes, Paterno & Berliner, LLP 2004 - 2005
Skills
Legal Writing, Litigation, Trials, Civil Litigation, Mediation, Termination of Parental..., Family Law, Courts, Corporate Law, Arbitration, Hearings, Depositions, Investigative Services, Personal Injury, Wills, Trademarks, Research, Motions, Estate Planning, Trusts, Child Advocacy, Community Outreach, Editing, Legal Research, Notary Public, Escrow Agreements, Subscription Agreements, 1031 Exchange Agreements, Investment Banking, Securities, Collateral
Education
University of California, Los Angeles 2006 — 2007
Certification, Paralegal Certification
University of California, Los Angeles 1998 — 2003
BA, Film
MUFG Union Bank, N.A. September 1993 - Present
Union Bank, N.A. 1993 - Present
Skills
Estate Planning, High Net Worth..., Credit, Investments, Series 7, Wealth Management..., Wealth Management, Trust Services, Asset Management, Asset Managment, Private Banking, Portfolio Management, Banking, Financial Services, Investment Advisory, Investment Management, Insurance, Asset Allocation, Risk Management, Wealth, Retirement Planning
Education
University of Arizona 1981 — 1986
Bachelors, Finance
MUFG Union Bank, N.A. July 2004 - Present
Union Bank August 1997 - July 2004
Union Bank March 1995 - August 1997
Union Bank September 1988 - March 1995
Bank of America December 1980 - September 1988
Skills
Treasury Management, Commercial Banking, Banking, Cash Management, Risk Management, Portfolio Management, Consumer Lending, Retail Banking, Relationship Management, Financial Risk, Private Banking, Bank Secrecy Act
Education
University of Phoenix 2003 — 2005
Bachelor of Science (BS), Business Management
College of Alameda 1980 — 1983
Associate of Arts (AA), Business Administration and Management, General
MUFG Union Bank, N.A. August 2012 - Present
J.P. Morgan September 2006 - August 2012
Bank of New York Mellon August 2004 - September 2006
JPMorgan Chase May 1996 - July 2004
Skills
Challenger, Cash Management, Interpersonal..., Strategic Selling, Negotiation, Proposal Writing, Sales Process, Strategic Thinking, Time Management, Strategic Communications, Building Relationships, Relationship Management, International Sales, Treasury Management, Treasury Services, SJU Parent - Career..., Banking, Finance, Leadership, Management, Credit, Financial Institutions, Financial Services, Sales Operations, Mutual Funds, Financial Analysis, Portfolio Management, Executive Management, Risk Management
Education
Manhattan College 1977 — 1981
BA, Political Science and Business Administration
MUFG Union Bank, N.A. June 2009 - Present
Countrywide Financial Corp. 2006 - March 2009
JPMorgan Chase Bank 2000 - 2006
Allstate Insurance Company 1995 - 2000
Education
The University of Texas at Arlington 1983 — 1987
BA, Communication
MUFG Union Bank, N.A. April 2015 - Present
Bank of America August 2009 - April 2015
Sybase Inc. October 1996 - November 2008
AT&T New Media Services (Interchange) January 1995 - October 1996
NPC Computer Corp.(Integrated IT Solutions) December 1989 - May 1995
Skills
Data Warehousing, Sybase, Unix, SDLC, Agile Methodologies, Solaris, SQL, Business Intelligence, Databases, Microsoft SQL Server, Software Development, Software Project..., Shell Scripting, Requirements Analysis, Unix Shell Scripting, Perl, Integration, Java, Test Management, Linux, Quality Assurance, Testing, Test Automation, Software Quality..., Scrum, Enterprise Software
Education
APMG International 2015 — 2015
COBIT 5 Foundation Certification, COBIT an ISACA Framework
Worcester Polytechnic Institute 1999 — 1999
Certificate, UNIX System/C/C++ Certificate Program
Boston University 1992 — 1995
MS, Computer Science
Northeastern University 1985 — 1990
BS, Electrical Engineering
MUFG Union Bank N.A. October 2014 - Present
Yotta Technologies, Inc. February 2012 - May 2012
WDFA Marketing June 2010 - September 2011
SVE Holdings LLC May 2009 - June 2010
Skills
Microsoft Excel, Access, VBA, SQL, Databases, Java, Analysis, ETL, Research, Financial Modeling, Modeling, Data Modeling, Data Analysis, Mathematics, Statistics, Probability, Programming, Actuarial Science
Education
Boston University - Metropolitan College 2012 — 2014
Master's Degree, Actuarial Science
University of California, Santa Cruz 2005 — 2008
Bachelor's Degree, Pure Mathematics
University of California, Santa Cruz 2005 — 2008
Bachelor's Degree, Theater Arts
MUFG Union Bank, N.A. January 2012 - Present
MetLife 2011 - 2011
Skills
Microsoft Office, Customer Service, Teamwork, Data Entry, Administration, Event Planning
Education
Baruch College, City University of New York (CUNY) 2012 — 2015
Bachelor’s Degree, Business Administration, Management and Operations
MUFG Union Bank, N.A. January 2015 - Present
Union Bank May 2014 - January 2015
Charles Schwab October 2013 - May 2014
RS Investments September 2013 - October 2013
RS Investments July 2013 - August 2013
BlackRock September 2005 - June 2013
Stanford Graduate School of Business June 2005 - August 2005
Various ballet companies and schools in the SF Bay Area January 1999 - June 2005
Skills
Mutual Funds, ETFs, Marketing Communications, Account Management, Process Improvement, Integrated Marketing, Project Management, Vendor Management, Direct Mail, Project Planning, Creative Direction, Management, Content Management, Cross-functional Team..., Program Management
Education
Arizona State University
Bachelor of Arts (BA), English, dance minor
MUFG Union Bank, N.A. May 2013 - Present
Union Bank May 2009 - May 2013
E*TRADE Financial September 2006 - May 2009
SunTrust Bank December 2003 - September 2006
The Home Depot January 2002 - October 2003
American International Group December 1999 - January 2002
Fidelity Investments October 1993 - December 1999
CBS Personnel August 1992 - October 1993
GE Capital August 1991 - August 1992
Skills
Program Management, Strategic Planning, Customer Service, Technology Management, IT Transformation, Vendor Management, Process Improvement, Change Management, Banking, Project Management, Call Center, Business Analysis, Business Process..., Risk Management, Operations Management, Call Centers
Education
University of Phoenix 2004 — 2005
MBA, Technology Management
Ohio University 1987 — 1991
BA, International Studies
Wells Fargo April 2015 - Present
MUFG UNION BANK, N.A. September 2012 - April 2015
Msquared Consulting (USA) May 2011 - September 2012
Msquared Consulting (USA) March 2010 - November 2010
Federal Home Loan Bank of San Francisco November 2006 - January 2010
Judicial Council of California August 2005 - October 2006
KPMG July 2004 - August 2005
Bank of America June 1999 - June 2004
The Pacific Bank February 1997 - June 1999
Skills
Risk Assessment, SOX, Compliance, Internal Audit, Auditing, Risk, Enterprise Risk..., Internal Controls, Process Improvement, Audit, Risk Management, Compliance Management, Sarbanes-Oxley Act, Governance, Financial Risk, Business Process
Education
Golden Gate University, School of Law 1988 — 1991
JD, Law
University of California, Los Angeles - Fielding School of Public Health 1978 — 1981
MPH, Biostatistics
California State University-Hayward - School of Business and Economics
MBA, Finance
University of California, Los Angeles
BS, Psychobiology
MUFG Union Bank, N.A. June 2014 - Present
AIG June 2012 - June 2014
AIG May 2011 - August 2011
Skills
SAS Programming, Data Analysis, Statistical Modeling, R, Enterprise Risk..., Financial Risk, Analysis, Statistics, Financial Modeling, Strategy, Financial Analysis, Market Research, Corporate Finance, Property & Casualty..., Microsoft Excel, PowerPoint, Risk Management
Education
Duke University 2008 — 2012
Bachelor of Science (BS), Statistics, Mathematics
University of Auckland 2010 — 2011
MUFG Union Bank, N.A. November 2014 - Present
MUFG Union Bank, N.A. January 2014 - November 2014
Union Bank January 2011 - January 2014
Union Bank July 2009 - January 2011
Walgreens March 2008 - June 2009
Skills
Banking, Cash Management, Portfolio Management, Treasury Services, Project Management, Process Improvement, Risk Management, Customer Service, Management, Product Development, Finance, Financial Risk
Education
California State University-Long Beach 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Operations, and Management
MUFG Union Bank, N.A. December 2014 - Present
Union Bank/UnionBanc Investment Services,LLC February 2005 - December 2014
UnionBanc Investment Services February 2005 - July 2007
Wescom Financial Services, LLC October 2002 - February 2005
Banc of the West Investment Services November 1990 - October 2002
Bank of the West 1990 - 2002
Education
Suffolk University - Sawyer Business School
Bachelor's Degree, Business Administration and Management, General
Suffolk University - Sawyer School of Management
Bachelor's Degree, Business Management & Finance
MUFG Union Bank, N.A. September 2014 - Present
Wilson Elser January 1992 - August 2014
Carro, Spanbock, Kaster & Cuiffo 1989 - 1991
Shearman & Sterling LLP 1987 - 1989
Skills
Real Estate Development, Land Use, Legal Writing, Commercial Litigation, Real Estate Transactions, Investment Properties, Litigation, Arbitration, Product Liability
Education
Albany Law School of Union University 1984 — 1987
J.D., Law
Binghamton University 1980 — 1984
B.A., Political Science & History
MUFG Union Bank N.A. January 2008 - Present
Bank of Tokyo-Mitsubishi UFJ January 2013 - December 2013
Union Bank September 2006 - December 2007
Union Bank April 2003 - September 2006
Union Bank January 2002 - March 2003
Wells Fargo November 2000 - December 2001
Countrywide Home Loans October 1999 - November 2000
Bank of America September 1997 - September 1999
Glendale Federal Bank (now Citibank) January 1984 - September 1997
Skills
Credit, Cash Management, Commercial Banking, Treasury Management, Portfolio Management, Credit Analysis, Investment Management, Financial Analysis, Trading, Retail Banking, Credit Risk, Consumer Lending, Financial Services, Relationship Management, Financial Risk, Certified Treasury..., Speak fluent Punjabi, Private Banking, Trade Finance, Loan Origination, Wealth Management, Working Capital..., Global Business..., Certified Treasury...
Education
Fresno Pacific University 2006 — 2008
Bachelor's, Organizational Leadership
MUFG Union Bank, N.A. December 2008 - Present
Community Associations Institute 1998 - Present
Community Archives, Inc. November 2006 - November 2008
First Capital Bank May 2002 - November 2006
Skills
Condos, Budgets, Association Management, Real Estate, Association, Commercial Lending, Property Management, Contract Negotiation, Marketing, Apartments, Communication Skills, Residential Homes, Marketing Strategy, Leadership, Facilities Management, Commercial Real Estate, Small Business, Manage Client..., Negotiation, Loans, Sales, Business Development, Selling, Leases, Affordable Housing, Team Management, Outstanding..., Strategic Planning, Real Estate Development, Teamwork, Team Building, Customer Service, Investment Properties, Banking, Team Leadership, Nonprofits, Management, Real Estate Transactions, Property, Brokerage, Lease Administration
Education
Georgia State University 1970 — 1972
BA, Sociology
Emory University
MUFG Union Bank N.A. December 2014 - Present
Rose International at MUFG Americas October 2014 - December 2014
Edison International November 2012 - October 2014
Southern California Edison February 2012 - December 2012
Southern California Edison June 2010 - February 2012
Walt Disney Studios Home Entertainment November 2006 - February 2010
Robinsons-May Meier&Frank July 2005 - September 2006
Robinsons-May Meier&Frank February 1997 - July 2005
Robinsons-May September 1995 - February 1997
Skills
Process Improvement, Strategy, Vendor Management, Forecasting, Program Management, Project Management, Integration, Management, Analysis, Supply Chain Management, Leadership, Change Management, Strategic Planning, Supply Chain, Analytics, SAP, Business Development, Project Planning, Team Leadership, Cross-functional Team..., Business Intelligence, Operations Management, Training, Budgets, Business Process..., Team Building, Project Portfolio..., ERP, Business Analysis, Business Process, Resource Management, Demand Management, Retail Replenishment, IT SOX Management, Planning, Inventory Management, Requirements Analysis, Governance, SDLC, Microsoft Project, Visio
Education
Brandman University, Part of the Chapman University System 2014 — 2014
Lean Six Sigma Master Black Belt, Lean Six Sigma
University of California, Irvine 2012 — 2012
Extension, Six Sigma Lean - Green Belt
SCE 2011 — 2011
Project Management
Pink Elephant - Loyalists Services 2010 — 2010
ITIL Continual Service Improvement by Pink Elephant
University of California, Los Angeles 1986 — 1989
B.A., Political Science with Statistical Analysis minor
Arcadia High, Arcadia, CA 1981 — 1982
High School, General Ed / English
IX Liceum, Wroclaw 1977 — 1981
General Education / Bio-Chemisty Major
MUFG Union Bank N.A. January 2015 - Present
MUFG Union Bank N.A. January 2012 - January 2015
Lloyds TSB Offshore October 2010 - January 2012
Bank of Scotland North America April 2010 - October 2010
JPMorgan Japan June 2008 - August 2008
Skills
Research, Mortgage Lending, Leadership, Investments, Credit, Financial Modeling, Banking, Microsoft Excel, Business Development, PowerPoint, Finance
Education
Boston University Questrom School of Business 2005 — 2009
BSBA, International Management
St. Mary's International School 1992 — 2005
Tokyo, Japan
MUFG Union Bank, N.A. December 2010 - Present
Union Bank, N.A. September 2008 - May 2010
PMI CA Inland Empire Chapter November 2004 - December 2008
PFF Bank & Trust (US Bank) October 2002 - August 2008
Commercial Federal Bank (Bank of the West) April 1998 - September 2002
Skills
Project Management, Cross-functional Team..., Risk Management, Budgets, Software Project..., Strategy, Business Requirements, Project Portfolio..., Visio, Banking, Process Improvement, Management, PMP, Business Analysis, MS Project, Vendor Management, SDLC, Leadership, Time Management, Portfolio Management, Resource Management, Continuous Improvement, Program Management, Governance, Project Delivery
Education
Creighton University 2000 — 2002
MBA
University of California, Santa Barbara 1991 — 1995
BA
Rosemead High School
MUFG Union Bank, N.A. August 2010 - Present
All Hands Consulting March 2007 - August 2010
Donahe Consulting Group (DCGp) 2005 - August 2010
I. T. Crisis Consulting 2007 - 2009
IBM Global Services 2005 - 2008
Marsh USA, Inc October 2002 - December 2004
Kroll Associates April 2002 - October 2002
Donahe Consulting Group August 2001 - April 2002
Alert Technologies 2000 - 2001
Essential Technologies 1999 - 2000
Skills
Certified Business..., CBCP, Business Continuity, Security, Government, Program Management, Emergency Management, Training, SDLC, Physical Security, Disaster Recovery, Leadership, Crisis Management, Management, Strategy, Vulnerability Assessment, Business Process, Enterprise Risk..., Analysis, Military, IT Strategy, Consulting, Risk Assessment, Policy, Strategic Planning, Professional Services, Project Management, Vendor Management, Security Management, Risk Management, Project Planning, Exercises, Information Security, Proposal Writing, Operational Risk..., Computer Security, Private Investigations, Governance, Incident Management, Information Technology, Enterprise Software, Financial Risk, Risk Analysis, Information Security..., Integration, Business Process..., Process Improvement, Business Analysis
Education
City University
City University of Seattle
MUFG Union Bank N.A. December 2014 - Present
FirstService Residential May 2014 - September 2014
Action Property Management February 2014 - April 2014
Skills
Banking
Education
California Baptist University 2009 — 2013
College Park High School 2005 — 2009
High School Diploma, General Studies
JPMorgan Chase & Co. May 2015 - Present
MUFG Union Bank, N.A. May 2014 - May 2015
Capital Group Private Client Services March 2014 - May 2014
Genesis10 September 2011 - March 2014
The Peak Accounting Group February 2010 - September 2011
Skills
Salesforce.com, Business Analysis, Business Strategy, MS Excel Pivot Tables, PowerPoint, SharePoint, Training, Microsoft Excel, Talent Acquisition, MS Project, Outlook, Microsoft Office, Microsoft Dynamics, Employee Relations, Management, Vlookup, Microsoft SQL Server, IT & Business Strategy..., IT Strategy, ITIL Process..., Clarity, SDLC, Credit Risk, Credit Analysis, Dodd-Frank, Hedge Funds, Private Equity, Investment Banking, Alternative Investments, Venture Capital, Microsoft Project Server, Accounting, CRM, Leadership, Microsoft Project, Project Management, Recruiting, Sourcing, Vendor Management, Cyber-security, Reporting & Analysis, Consulting
Education
Rockland Community College
Pearl River High School
MUFG Union Bank N.A. December 2012 - May 2015
Union Bank November 2008 - December 2013
Union Bank of California November 2007 - November 2008
Bank of the West January 2005 - November 2007
Washington Mutual Bank January 2002 - January 2005
Great Western Bank January 1996 - December 2001
Skills
Operations Management, Sales Management, Business Relationship..., Call Centers, Project Management, Marketing, Customer Service, Cross-functional Team..., Treasury Management, Branch Management, Loans, Team Building, Banking, Risk Management, Credit, Retail Banking, Cash Management, Commercial Banking, Portfolio Management, Management, Relationship Management, Leadership
Education
California State University-Northridge 1995 — 1999
Bachelor's degree, Banking and Financial Support Services
MUFG Union Bank N.A. March 2014 - Present
Citigroup November 2007 - February 2014
Pacific Community Mtg. June 2005 - November 2006
Wayne’s Wine & Spirit - Villa Park, CA June 2000 - December 2005
Skills
Commercial Banking, Retail Banking, Management, Sales, Financial Services, Credit, Loans, Sales&Marketing, Notary Public, Relationship Management, Arabic Language, Investment Properties, Real Estate Financing, Real Estate Marketing, Investments, Series 63, Series 6, Life Insurance, Banking, Mortgage Lending
Education
California State University of Fullerton 2009 — 2012
Degree; B.A, Business Administration; Marketing
California State University-Fullerton, Mihaylo College of Business and Economics 2009 — 2012
Bachelor of Business Administration (B.B.A.) Marketing, Marketing/Marketing Management, General
MUFG Union Bank, N.A. July 2014 - Present
The Bank of Tokyo-Mitsubishi UFJ, Ltd. July 2012 - June 2014
Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. June 2008 - February 2011
Mitsubishi UFJ Securities Co. Ltd. August 2004 - May 2008
The Bank of Tokyo-Mitsubishi, Ltd. April 2001 - July 2004
Skills
Business Strategy, Credit Analysis, Project Management, Strategic Planning, Commercial Banking, Banking, Credit Risk, Credit, Loans, Derivatives, Capital Markets, Fixed Income, Commercial Lending, Marketing Strategy, Change Management, finance, Corporate Finance, Financial Accounting, Management Accounting, accounting, Strategic Negotiations, Business Development, Business Analysis, Communication Skills, Accounting, Finance, Financial Modeling
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2012
Master of Business Administration (MBA), Strategy, General Management
Waseda University 1997 — 2001
Bachelor of Arts (BA), Political Science and Economics, Graduated with High Distinction
MUFG - Union Bank, N.A. July 2012 - Present
Financial Services Consulting January 2012 - January 2014
EduNurse, Inc. 2009 - 2013
IDB Bank March 2010 - January 2012
Citibank, International Personal Banking Group January 2008 - March 2010
Banco de Chile, NY November 2005 - December 2007
Market Resolve, LLC January 2002 - October 2005
JP Morgan - Chase August 2000 - December 2001
J.P. Morgan, Mexico City, Mexico July 1998 - July 2000
JP Morgan Securities, Inc January 1992 - June 1998
Skills
Banking, Budgets, Business Planning, Business Process..., Capital Markets, Corporate Finance, Cross-functional Team..., Customer Service, Finance, Financial Risk, Financial Services, Investment Banking, Leadership, Management, Operations Management, Project Management, Risk Management, Securities, Strategy
Education
Pace University - Lubin School of Business 1977 — 1980
Business Management
Pace University: BBA
BBA, Marketing Management
MUFG Union Bank, N.A. August 2000 - Present
Credit Lyonnais March 1997 - August 2000
Deutsche Bank May 1994 - January 1997
Skills
Commercial Lending, Credit, Banking, Credit Analysis, Credit Risk, Financial Analysis, Commercial Banking, Capital Markets, Loans, Risk Management, Structured Finance
Education
University of South Carolina - The Moore School of Business 1992 — 1994
Master of International Business Studies, International Business
Vanderbilt University 1988 — 1989
Master of Arts (M.A.), Latin American and Iberian Studies
Wofford College 1983 — 1987
Bachelor of Arts (B.A.), Spanish Language and Literature, Magna Cum Laude
Universidad de Sevilla 1985 — 1986
MUFG Union Bank, N.A. September 2015 - Present
JPMorgan Chase & Co. 2010 - May 2015
JPMorgan Chase & Co. 2007 - 2010
JPMorgan Chase & Co. 2003 - 2007
JPMorgan Chase & Co. 1997 - 2003
The Chase Manhattan Bank 1993 - 1997
Chemical Bank 1990 - 1993
Chemical Bank 1989 - 1990
Chemical Bank 1988 - 1989
Chemical Bank 1987 - 1988
Education
Adelphi University-Graduate School of Money & Banking 1987 — 1989
MBA, Corporate Finance & Investments, With Distinction
City University of New York-Queens College 1982 — 1985
BA, Honors in Economics, Cum Laude
University at Buffalo 1978 — 1980
Engineering Major
Jericho Senior High School
Regents Diploma, AP Coursework
MUFG Union Bank, N.A. November 2014 - Present
Honda of America Mfg., Inc. November 2013 - May 2014
Raytheon August 2001 - September 2012
Skills
Event Management, Public Speaking, Internal Communications, Event Planning, Strategic Communications, Social Media, PowerPoint, Project Management, Social Media Marketing, Business Analysis
Education
California State University-Fullerton
Communications - Public Relations
Union Banc Investment Services November 2014 - Present
MUFG, Union Bank N.A. April 2010 - Present
AI Group March 2009 - March 2010
Magicbell Incorporated June 2006 - June 2007
Skills
Finance, Foreign Exchange, Loan Officers, Sales, Multilingual, Manage Client..., CA Insurance License
Education
国際基督教大学 / International Christian University 2005 — 2006
International Economics
UC Irvine 2001 — 2005
Bachelor of Arts (B.A.), Economics, Minor Japanese Language and Literature
MUFG Union Bank, N.A. November 2012 - Present
Union Bank July 2011 - November 2012
Union Bank June 2011 - December 2011
Union Bank August 2009 - June 2011
Smith Barney May 2008 - August 2008
Skills
Financial Analysis, Credit, Customer Relations, Treasury Management, Risk Management, Correspondent Banking, Budget Forecasts, Customer Service, Credit Risk, Portfolio Management, Loans, Investment Banking, Credit Analysis
Education
UCLA Anderson School of Management 2015 — 2018
Master of Business Administration (M.B.A.) Candidate
University of Southern California 2005 — 2009
B.S., Business Administration
University of Southern California - Marshall School of Business 2005 — 2009
Bachelor of Science, Business Administration
National University of Singapore 2008 — 2008
International Exchange Program- BBA, Business Administration- Asia Pacific Marketing and Economics
Rancho Bernardo High School
MUFG Union Bank, N.A. December 2014 - Present
Contoural, Inc. April 2009 - December 2014
O'Melveny & Myers September 2007 - March 2009
Jones Day August 2005 - August 2007
Nossaman LLP April 2003 - July 2005
Skills
Legal Writing, Legal Research, Competition Law, Commercial Litigation, Litigation, Litigation Support, Legal Issues, Insurance, Civil Litigation, Restructuring, Management
Education
New York University School of Law 1999 — 2001
Juris Doctor
Georgetown University Law Center 1998 — 1999
Juris Doctor
Stanford University 1994 — 1998
B.A.
Monte Vista High School 1990 — 1994
MUFG Union Bank, N.A. August 2014 - Present
PwC - Consumer Finance Group September 2011 - July 2014
MeadWestvaco June 2010 - August 2010
Target 2007 - 2008
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Finance, Internal Audit, Financial Reporting, Auditing, Risk Management, Forecasting, Financial Services, Business Process..., Internal Controls, Due Diligence, Management Consulting, Business Analysis, Variance Analysis, Process Improvement, Strategy, Business Planning, Business Strategy, Risk Assessment, Investor Reporting, Bank Reconciliation, Loss Mitigation, Trustee, Mortgage Servicing, Fannie Mae, Freddie Mac, Communication, Banking, Capital Markets, Financial Risk, Data Analysis, Analysis, Portfolio Management, Credit
Education
The College of William and Mary - The Mason School of Business 2009 — 2011
MBA, Finance
Luther College 2003 — 2007
Bachelor of Arts, Accounting, Management Information System
MUFG Union Bank, N.A. July 2012 - Present
Bank of Tokyo-Mitsubishi UFJ June 2008 - June 2012
Meridian International Center March 2007 - May 2008
Skills
International Business, Finance, Banking, Japanese, International Sales, Research, Investment Banking, Portfolio Management
Education
American University 2006 — 2008
Bachelor's Degree, International Relations
Morberly Area Community College 2004 — 2006
Associate's Degree, General Studies
MUFG Union Bank, N.A. June 2013 - Present
PB Capital Corp. (subsidiary of Deutsche Bank) July 2005 - May 2013
M&T Bank March 2002 - July 2005
State Bank of Long Island (since acquired by Valley National Bank) August 1999 - February 2002
Skills
Capital Markets, Financial Modeling, Credit Analysis, Portfolio Management, Due Diligence, Loans, Valuation, Credit Risk, Credit, Financial Analysis, Banking, Equities, Real Estate Transactions, Real Estate, Underwriting, Commercial Lending, Commercial Real Estate, Real Estate Economics
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA with Distinction (top 10% of class), Finance, Magna Cum Laude
State University of New York at Binghamton 1997 — 1999
BA, Psychology and Economics, Magna Cum Laude, awarded Excellence in Economics, National Honor Society
MUFG Union Bank, N.A. May 2010 - Present
IndyMac Federal Bank November 2007 - May 2009
Indymac Bank May 2006 - November 2007
Indymac Bank July 2005 - May 2006
Indymac Bank April 2005 - July 2005
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
MBA
University of California, Los Angeles
B.A., Psychology
MUFG Union Bank, N.A. July 2012 - Present
Macy's Union Square (San Francisco) November 2010 - July 2012
CAREERdogs Recruiting September 1999 - January 2009
Strategic Staffing January 1998 - September 1999
Focus Advisors February 1995 - December 1997
OfficeTeam - Division of Robert Half International September 1991 - June 1994
Skills
Interviews, Recruiting, Management, Sourcing, Leadership, Human Resources, Marketing, Customer Service, Vendor Management, Public Speaking, Benefits Negotiation, Screening, Networking, PowerPoint, Temporary Staffing, Public Relations, Access, Retail, SDLC, Job Fairs, Applicant Tracking..., Time Management, Sales, Executive..., PowerPoint...
Education
San Francisco State University 2003 — 2005
MA, Education
MUFG Union Bank, N.A. April 2013 - Present
The Corcoran Group January 2011 - Present
Trepp, LLC January 2011 - December 2012
Sanford Bernstein / AllianceBernstein LP January 2005 - January 2011
Bank of America (Countrywide Financial Corp.) December 2001 - January 2005
Bear Stearns January 2001 - August 2001
QLC Ventures LLC January 2000 - January 2001
Accenture February 1997 - June 1999
Skills
Investment Banking, Equity Research, Banking, Financial Modeling, Investment Management, Hedge Funds, Equities, Private Equity, Alternative Investments, Equity Valuation, Business Development, Real Estate Financing, Value Investing, Investment Advisory, Asset Managment, Business Strategy, Real Estate Investment, New Business Development, Real Estate Development, Commercial Real Estate, Real Estate Transactions, Real Estate Acquisitions, Real Estate Private...
Education
Columbia Business School 1999 — 2001
MBA, Finance & Entrepreneurship
University of Arkansas 1992 — 1996
BS, Chemical Engineering
MUFG Union Bank, N.A. August 2013 - Present
Bank of America August 2012 - August 2013
Bank of America February 2012 - August 2012
Bank of America June 2011 - February 2012
University of Notre Dame August 2009 - May 2011
Dish Network May 2010 - August 2010
RJModelShips.com January 2006 - July 2009
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA
University of California, Los Angeles 2002 — 2006
B.S.
MUFG Union Bank, N.A. July 2014 - Present
MUFG Union Bank, N.A. October 2011 - June 2014
Federal Home Loan Bank of San Francisco April 2010 - September 2011
East West Bank September 2009 - November 2009
The Leukemia & Lymphoma Society February 2009 - May 2009
Financial Freedom Senior Funding Corporation [Reverse Mortgage Originations/Servicing] March 2007 - January 2009
Financial Freedom Senior Funding Corporation November 2004 - March 2007
Financial Freedom Senior Funding Corporation April 2002 - October 2004
Ernst & Young LLP January 2001 - December 2001
Skills
Financial Analysis, Financial Reporting, Accounting, Finance, Internal Controls, Auditing, PeopleSoft, Analysis, Management, Microsoft Excel, Budgets, Strategic Financial..., Leadership, Risk Management, Portfolio Management, Banking, Financial Services
Education
San Francisco State University
B.S., Business Administration, Accounting, Finance
Red Cart Capital Partners LLC September 2008 - Present
MUFG Union Bank, N.A. October 2008 - December 2014
Countrywide Bank November 2005 - August 2008
JPMorgan Chase 1985 - 2005
Skills
Banking, Treasury Management, Commercial Banking, Credit, Cash Management, Treasury Services, Risk Management, Investments, Loans, Credit Analysis, Commercial Lending, Portfolio Management, Financial Services, Operational Risk..., Derivatives, Payments, Financial Risk, Leadership, CRM, Executive Management, Finance, Sales Management
Education
Texas Tech University 1981 — 1985
Bachelor's Degree, Agricultural Economics
MUFG Union Bank, N.A. May 2010 - Present
Green Dot Corporation January 2010 - May 2010
Independant Consultant March 2009 - December 2009
Countrywide Bank September 2001 - December 2008
Digital Insight August 1996 - May 2001
Naval Command, Control and Ocean Surveillance Center, RDT&E Division September 1990 - June 1994
Skills
E-commerce, Product Management, Cross-functional Team..., Management, Online Marketing, Business Analysis, Entrepreneurship, Product Development, Marketing, Portfolio Management, Strategy, Financial Analysis, Internet Banking, Analytics, Banking, Mobile Devices, Competitive Analysis, Business Strategy, Business Development, Agile Methodologies
Education
IESE Business School 1994 — 1996
MBA, General Management
Stanford University 1989 — 1990
MS, Aeronautical/Astronautical Engineering
University of California, San Diego 1985 — 1989
BS, Structural Engineering
MUFG Union Bank, N.A. September 2012 - Present
Skills
Project Management, Value Stream Mapping, Industrial Engineering, Six Sigma, Management Consulting, Ideation Management, Innovation Strategy, Business Analysis, Business Strategy, Integration, Process Improvement, Business Process..., Project Portfolio..., Process Engineering, Business Transformation, Strategic Planning, Strategy, Program Management, Management
Education
The Ohio State University 1997 — 2004
BS, MS
The Ohio State University 2002 — 2003
Certification
ESI International & The George Washington University 2005 — 2008
Certification
MUFG Union Bank, N.A. May 2006 - Present
Skills
AML, BSA, Bank Secrecy Act, OFAC, CAMS, Certified Fraud Examiner, Policy, USA PATRIOT Act, Financial Risk, Operational Risk, Certified Anti-Money..., Fraud, Enterprise Risk..., Anti Money Laundering, Risk Management
Education
American Banker's Association Graduate School of Compliance 2006 — 2006
American Banker's Association - National Compliance School @ The University of Oklahoma
Pacific Coast Banking School @ The University of Washington
Executive Development
The University of Texas at Dallas 1983 — 1985
BS, Finance
MUFG UNION BANK, N.A. July 2014 - Present
Ernst & Young August 2004 - March 2014
Johnson & Johnson/Ortho-McNeil Pharmaceuticals January 1999 - March 2004
Bracco Diagnostics August 1997 - January 1999
AT&T 1994 - 1997
Dranetz Technologies 1981 - 1994
Skills
Cross-functional Team..., Access, Analysis, Budgets, Business Analysis, Business Intelligence, Business Planning, Business Process, Business Process..., Business Strategy, Business Transformation, CISSP, Change Management, Consulting, Customer Service, Financial Analysis, Financial Reporting, Governance, Forecasting, IT Management, IT Strategy, ITIL, Information Security, Information Security..., Information Technology, Leadership, Management, Mergers, Networking, PMO, Pharmaceutical Industry, Process Improvement, Project Management, Project Planning, Risk Management, SDLC, Security, Security Audits, Software Documentation, Strategic Planning, Strategy, Telecommunications, Unix, Vendor Management, Program Management
Education
New York University - Leonard N. Stern School of Business 1983 — 1986
MBA, Finance
Lafayette College 1977 — 1981
BA, Electrical Engineering
MUFG Union Bank, N.A. July 2014 - January 2015
Pacific Maritime Association 2007 - 2014
Barclays Global Investors 2005 - 2007
Charles Schwab 2002 - 2005
Charles Schwab 2001 - 2001
Citigroup 1997 - 2001
Skills
Finance, Financial Analysis, Financial Planning, Financial Forecasting, Financial Reporting, Financial Modeling, Business Process..., Project Management, Strategic Planning, Risk Management, Business Analysis, Analytics, Strategic Analysis
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA
New York University - Leonard N. Stern School of Business
Bachelor of Science (BS)
MUFG Union Bank, N.A. 2013 - Present
MUFG Union Bank, N.A. 2012 - 2013
MUFG Union Bank, N.A. 2010 - 2012
HomeStreet Bank 2007 - 2010
HomeStreet Bank 2004 - 2007
Skills
Credit, Foreclosures, Valuation, REO, Commercial Real Estate, Loans, Commercial Lending, Financial Analysis, Receiverships, Bankruptcy, Mediation, Legal Documents, Market Analysis, Proformas, Asset Management, Finance, Investments, Underwriting, Portfolio Management, Real Estate
Education
University of Denver - Daniels College of Business
Master of Business Administration (M.B.A.)
University of Denver - Daniels College of Business
Master of Science (MS), Organizational Leadership
University of Washington, Michael G. Foster School of Business
Certificate, Commercial Real Estate
Valdosta State University
Bachelor’s Degree, Business Administration and Management, General
Valdosta State University
Bachelor’s Degree, Communication and Media Studies
MUFG Union Bank, N.A. May 2013 - Present
Scott Riley Fitness Photography 1990 - Present
Scott Riley Wedding Photography 1980 - Present
Union Bank March 2007 - April 2012
Msquared Consulting April 2006 - March 2007
Washington Mutual (WaMu) November 2003 - April 2006
Washington Mutual (WaMu) 2001 - 2003
Washington Mutual (WaMu) 1998 - 2001
Great Western Bank (WaMu) 1995 - 1998
Wells Fargo 1982 - 1994
Skills
AML, KYC, Banking, Risk Management, Financial Risk, Bank Secrecy Act, Fraud, USA PATRIOT Act, Loans, OFAC, Financial Institutions, Leadership, Financial Services, Business Analysis, Anti Money Laundering, Photography, Operational Risk..., Visio, Access, Process Improvement, Due Diligence, Securities, Management, Retail Banking, Private Banking, Commercial Banking, Credit, Credit Risk, Internal Audit, Projects, PowerPoint, PEP, Photoshop, Auditing, Payments, Regulations, Financial Regulation, FinCEN, Money Service Business, NGOs, FATF, Wedding Photography, Terrorist Financing, Digital Photography, CIP, CDD, TPPP, Finance, Analysis, Customer Service
Education
California State University-Northridge
Management Information Systems
UCLA
MUFG Union Bank, N.A. June 2002 - Present
West valley staffing group January 2001 - May 2002
Excel Industries limited 1995 - 2000
Avatar consulting services 1998 - 1999
Skills
Systems Management, Team Leadership, SDLC, Oracle, Oracle Applications, Business Intelligence, Data Warehousing, ETL, Informatica, Analysis, Performance Tuning, PL/SQL, Visio, Databases, Oracle SQL, SQL, Requirements Analysis, Problem Solving, Business Analysis, Management, Program Management
Education
Maharashtra Institute of Technology 1984 — 1989
Engineer's degree, Computer Engineering
M K high school 1975 — 1985
high school
MUFG Union Bank, N.A. June 2007 - Present
The Designory 2004 - 2007
Los Angeles City Attorney's Office August 2004 - January 2005
Governmentjobs.com 2001 - 2003
Winfire August 2000 - August 2001
Accenture 1998 - 2000
Skills
Project Management, Product Management, Program Management, Process Improvement, Risk Management, Agile Methodologies, Cross-functional Team..., SDLC, Business Analysis, Product Development, Agile Project Management, Software Development, Mobile Applications, Mobile Phone Apps, online banking, mobile banking, tablet applications, tablet apps, SMS Banking, SMS, ecommerce, E-commerce, Banking, Retail Banking, Mobile Technology, Strategy, Vendor Management, Mobile Banking
Education
Loyola Law School, Loyola Marymount University 2003 — 2006
Juris Doctor (JD)
Colorado School of Mines 1994 — 1998
BS, Petroleum Engineering
Union Bank March 1996 - Present
MUFG Union Bank, N.A. 1996 - Present
North American Trust Comapny 1987 - 1996
North American Trust Company 1987 - 1996
Education
San Diego State University-California State University 1998 — 2000
MBA
Pepperdine University 1982 — 1986
BS, Management
MUFG Union Bank, N.A. August 2011 - Present
Engineered Software Solutions, Inc. 2000 - Present
Education
University of Alabama 1981 — 1985
BS, Commerce and Business Administration and Computer Sciences
MUFG Union Bank, N.A. January 2013 - Present
Union Bank September 2007 - January 2013
Union Bank of California November 2004 - September 2009
Skills
Data Warehousing, ETL, SSIS, Business Intelligence, SSRS, Microsoft SQL Server, T-SQL, Data Modeling, Analytics, SDLC, SharePoint, Business Analysis, Requirements Analysis, Databases, Business Objects, Requirements Gathering, Database Design, Visio, Systems Analysis, Enterprise Architecture, OLAP, Agile Methodologies, SQL, SOA, Business Requirements, Agile Project Management, Software Project..., Oracle, PL/SQL, Scrum, Analysis Services, Integration
Education
The University of Montana 1997 — 2001
Bachelor of Science (B.S.), Management Information Systems
MUFG Union Bank, N.A. 2015 - Present
Bank of Tokyo-Mitsubishi UFJ, Ltd. 2000 - 2015
Bank of Tokyo-Mitsubishi, Ltd. 1994 - 2000
Mitsubishi Capital Market Services, Inc. 1991 - 1994
Mitsubishi Bank, Ltd. 1990 - 1991
Skills
Fixed Income, Bloomberg, Options, Trading, Swaps, Risk Management, Electronic Trading, Capital Markets, Derivatives, Securities, Proprietary Trading, VBA, Currency, Series 7, Interest Rate Swaps
Education
New York University - Leonard N. Stern School of Business
MBA, Finance / Management and Organizational Behavior
State University of New York College at Plattsburgh
BA, Political Science / Math & Computer Science
MUFG Union Bank, N.A. February 2013 - Present
Bank of Tokyo-Mitsubishi UFJ February 2012 - February 2013
Bank of Tokyo-Mitsubishi UFJ June 2008 - January 2012
Skills
Risk Management, Corporate Finance, Valuation, Financial Analysis, Capital Markets, Portfolio Management, Treasury Funding, Asset Liability...
Education
Northwestern University - Kellogg School of Management 2006 — 2008
Master of Business Administration (MBA), Anlytical Finance, Accounting, Decision Sciences
Kyoto University 1994 — 1997
Economics
MUFG Union Bank, N.A. 2008 - Present
LaSalle Bank, N.A. May 2003 - January 2008
ABN AMRO March 2001 - May 2003
Credit Agricole Indosuez November 1999 - March 2001
The Long Term Credit Bank of Japan, Ltd. August 1996 - August 1999
Textron Financial April 1995 - August 1996
Household Commercial Financial Services July 1990 - April 1995
First Chicago May 1988 - July 1990
Skills
Portfolio Management
Education
Benedictine University 1986 — 1988
MBA, Finance
Illinois State University 1979 — 1983
MUFG Union bank N.A. October 2010 - Present
New York City -SBS October 2007 - October 2010
IBM April 2007 - October 2007
Werner Enterprises February 2006 - April 2007
Qwest April 2005 - February 2006
Group 7 January 2001 - August 2001
Skills
Business Analysis, SDLC, Requirements Analysis, Microsoft SQL Server, Integration, .NET, ASP.NET, Scrum, Project Management, SQL Server Management..., Data Analysis, Data Warehousing, Databases, JavaScript, HTML, Big Data, Production Support, ADO.NET, XML, VBA, VBScript, WCF, C#, IIS, TFS, Business Process..., Visual Basic, PMP, Enterprise Architecture, Solution Architecture, Web Services, Agile Methodologies, Waterfall, CSM
Education
The University of Texas at Dallas 2002 — 2004
Master of Science (MS), Electrical Engineering
Kathmandu University 1996 — 2000
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
MUFG Union Bank, N.A. March 2014 - Present
Ernst & Young January 2011 - March 2014
Citigroup August 2010 - December 2010
Pricewaterhousecoopers September 2007 - July 2010
Pricewaterhousecoopers June 2006 - August 2006
Standard & Poor's June 2004 - August 2004
Education
University of Illinois at Urbana-Champaign 2006 — 2007
Master of Accounting Science, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelor of Science, Accountancy
MUFG Union Bank N.A. January 2010 - Present
CIT June 2006 - October 2008
CapitalSource March 2005 - June 2006
Trade Source International February 2002 - February 2005
BNP Paribas 1998 - 2002
KPMG Baymark LLC October 1994 - December 1997
Coopers & Lybrand 1985 - 1994
Skills
Corporate Finance, Portfolio Management, Valuation, Financial Modeling, Private Equity, Credit, Capital Markets, Investment Banking, Due Diligence, Restructuring, Credit Analysis
Education
California State Polytechnic University-Pomona 1982 — 1984
Bachelor's degree, Business Administration
MUFG UNION BANK, N.A. July 2012 - Present
Western Asset Mgmt Company September 2004 - July 2012
Mellon Financial August 1998 - June 2004
Toyota Financial Services August 1997 - August 1998
Skills
Securities, Equities, Capital Markets, Valuation, Microsoft Excel, Mutual Funds, Banking, Fixed Income, Investments, Bloomberg, Financial Analysis, Risk Management, Strategic Planning, Accounting, Derivatives, Financial Services, Bonds
Education
Norwich University 1993 — 1997
BS, Accounting
MUFG Union Bank, N.A. August 2008 - Present
Skills
C, Windows, Linux, SQL, Programming, Project Management, C#, Troubleshooting, Data Analysis, Analysis, Leadership, Team Management, Integration, Security, System Administration, Software Development, Requirements Analysis, Databases, Microsoft SQL Server, SDLC, Software Documentation, ITIL, IT Management, Business Intelligence, Testing, Software Project..., Visio, Network Security, SharePoint, TCP/IP, Oracle, Unix, Access, Telecommunications, Agile Methodologies, Operating Systems, Active Directory, Disaster Recovery, Team Leadership, HTML, XML, IT Strategy, Vendor Management, IIS, Computer Security, IT Service Management, Virtualization, Visual Basic, VMware, Solution Architecture
Education
Stevens Institute of Technology 2007 — 2009
Master of Engineering (M.Eng.), Computer Engineering
Anna University 2001 — 2005
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
MUFG Union Bank, N.A. November 2010 - Present
Royal Bank of Scotland (formerly ABN AMRO Bank N.V.) 1999 - November 2010
ABN AMRO Bank N.V. 1995 - 1999
ABN AMRO Bank N.V. 1994 - 1995
CIBC 1990 - 1994
Security Pacific National Bank (acquired by Bank of America in 1992) 1981 - 1988
Skills
Derivatives, Credit, Trading, Financial Institutions, Credit Risk, Structured Finance, Capital Markets, Interest Rate..., Financial Structuring, Fixed Income, Financial Risk, Securitization, Banking, Hedge Funds, Bonds, Investment Banking, Options, Portfolio Management, Trade Finance, Finance, Financial Markets, FX Options, Risk Management, Foreign Exchange, Loans, Securities, Equities, Treasury Management, Credit Analysis, Commercial Banking, Market Risk, Due Diligence, Operational Risk, Basel II, Mortgage Lending, Cash Management, Structured Products, Operational Risk..., AML, Commercial Lending, Corporate Finance, Financial Services, Underwriting, Treasury, Restructuring
Education
Northwestern University - Kellogg School of Management 1979 — 1981
MBA, Finance/Marketing
Northwestern University 1975 — 1979
BS, Communication and Economics
MUFG Union Bank, N.A. July 2014 - Present
Union Bank December 2012 - Present
Union Bank November 2011 - December 2012
Union Bank June 1998 - November 2011
Union Bank June 1998 - May 2011
Union Bank, N.A. 2007 - 2011
Skills
Commercial Lending, Commercial Banking, Credit, Banking, Loan Origination, Risk Management, Portfolio Management, Relationship Management, Real Estate, Commercial Mortgages, Bank Secrecy Act, Credit Analysis, Operational Risk, Loans, Consumer Lending, AML
Education
Pacific Coast Banking School 2005 — 2007
Certificate, Managing Bank Financial Performance & Risk Mgmt
University of Southern California 1976 — 1980
BS
BPI Securities / BPITrade.com May 2013 - Present
MUFG Union Bank N.A. March 2011 - January 2013
MUFG Union Bank N.A. March 2008 - March 2011
Pacific Gas & Electric September 2004 - March 2008
Fannie Mae 2001 - 2004
Allied Capital Corporation 1999 - 2000
Worldsec international Securities Philippines Inc 1996 - 1999
Citbank, N.A. 1995 - 1996
Skills
Counterparty Risk..., Credit Analysis, Banking Analysis, Econometrics, Credit Policy and..., Derivatives, Probability of Default, Loss Given Default, Exposure at Default, Banking, Equities, FX Options, Financial Modeling, Financial Risk, Credit, Risk Management, Investments
Education
University of Asia and the Pacific 1990 — 1994
Economics, Quantitative Economics (Specialization)
De La Salle University 1986 — 1990
MUFG Union Bank, N.A. July 2015 - Present
ICE NYSE Euronext January 2008 - December 2014
New York Stock Exchange - SIAC 2003 - 2008
Securities Industry Automation Corporation 1987 - 2003
Skills
Leadership, Management, Business Analysis, Project Management, Mergers & Acquisitions, Asset Management, Disaster Recovery, Vendor Management, Data Center, Risk Management, Sustainability, Contract and Lease...
Education
New York University 2004 — 2008
Master of Science in Real Estate, Concentration in Strategic RE Managment
New York University 1990 — 1994
Master of Science (MS), Telecommunications
Manhattan College
Bachelor's degree, Finance and Computer Information Systems
Xaverian High School 1978 — 1982
MUFG Union Bank, N.A. November 2014 - Present
Skills
Microsoft Office, VBA for Excel, SQL, Intex Desktop, CAS, Business Objects, PolyPaths, Microsoft Excel
Education
University of Southern California - Marshall School of Business 2008 — 2011
MBA
University of California, Berkeley 1997 — 2001
BS
MUFG Union Bank, N.A. September 1995 - Present
Professional musician and performer June 1991 - Present
Premier Designs January 2007 - January 2014
San Francisco Symphony September 2003 - June 2007
Opera San Jose September 2004 - May 2005
Mellon Bank September 1991 - July 1993
Skills
Microsoft Excel, Project Management, PowerPoint, Event Planning, Microsoft Office, Customer Service
Education
Baldwin Wallace University 2013 — 2013
Wagner Intensive 2013, Voice and Opera
Wittenberg University 1987 — 1991
Bachelor of Music, Vocal Performance
MUFG Union Bank, N.A. August 2001 - Present
DIRECTV September 1997 - August 2001
Silvers and Bonenfant, CPAs 1994 - 1998
Rahimi, Levy & Co 1990 - 1992
Skills
Credit, Commercial Lending, Commercial Banking, Financial Modeling, Portfolio Management, Finance, Banking, Cash Management, Credit Risk, Financial Analysis, Loans, Credit Analysis, CPA, Corporate Finance, Investments, Strategic Planning, Risk Management
Education
University of Southern California - Marshall School of Business 1998 — 2001
MBA, Finance
University of Southern California 1985 — 1990
B.S., Accounting
MUFG Union Bank, N.A. August 2006 - Present
Ameriquest Mortgage Corp October 2004 - August 2006
TNH Financial Services July 2000 - September 2004
Banca Serfin, S.A. New York office June 1991 - November 1999
Skills
Banking, Financial Risk, Cash Management, Finance, Credit, Risk Management, Financial Analysis, Internal Audit, Sarbanes-Oxley Act, Enterprise Risk..., Internal Controls, Accounting, Auditing, Operational Risk..., Treasury Management, Corporate Finance
Education
California State University-San Bernardino 1999 — 2003
Bachelor of Science (BS), Accounting / Finance
U.S. Bank September 2014 - Present
MUFG Union Bank, N.A. October 2010 - September 2014
American Cancer Society December 2009 - December 2011
M Squared Consulting April 2010 - October 2010
JPMorgan Chase September 2008 - April 2009
Washington Mutual Card Services 2005 - April 2009
Providian Financial November 2003 - January 2005
Credit Evaluation January 2000 - November 2003
E-Commerce September 1999 - January 2000
Providian Financial November 1998 - September 1999
Skills
Risk Management, Banking, Credit Cards, Financial Risk, Credit, Process Improvement, Vendor Management, Business Analysis, Financial Services, Project Management, PMP, Analysis, Analytics, Business Process..., Call Centers, Customer Service, Finance, Financial Analysis, Leadership, Loans, Management, PMO, Project Planning, Project Portfolio..., Relationship Management
Education
University of San Francisco
B.S., Applied Economics
Axelon Services Corporation July 2015 - Present
Kohl's Department Stores November 2014 - July 2015
Girl Scouts of Greater Los Angeles January 2015 - March 2015
MUFG Union Bank, N.A. April 2010 - May 2014
Bank of America Corporation July 2008 - January 2010
Countrywide Financial Corporation September 1997 - November 2007
IndyMac 1996 - 1997
Skills
Credit, Mortgage Lending, Management, Analysis, Mortgage Banking, Banking, Customer Satisfaction, Strategic Planning, Risk Management, Operations Management, Due Diligence, Customer Service, Process Improvement, Financial Services, Customer Experience, Credit Analysis, Call Centers, Leadership, Training, Time Management, Financial Analysis, Credit Risk, Vendor Management, Customer Retention, Business Process..., Business Analysis, Business Development, Financial Risk, Portfolio Management, Refinance, Relationship Management, Underwriting, Residential Mortgages, CRM, Cross-functional Team..., Mergers & Acquisitions, Team Building, Loan Servicing, Six Sigma
Education
Countrywide Corporate University 2001 — 2007
Countrywide Management Training
Countrywide Corporate University 2001 — 2002
Certificate, Countrywide Frontline Supervisor Camp
Citrus College 1991 — 1993
Business Administration
Rotary Club of Simi Sunset July 2014 - Present
MUFG Union Bank, N.A. April 2014 - Present
Simi Valley Chamber of Commerce October 2013 - Present
BNI January 2014 - August 2014
Citibank December 2010 - April 2014
BNI October 2013 - January 2014
Wells Fargo January 2006 - December 2010
Associated Students January 2005 - May 2008
New Student Orientation January 2005 - December 2007
VTI STAFFING PROFESSIONALS September 2005 - October 2006
Skills
Management, Program Management, Customer Service, Recruiting, Budgets, Sales, PowerPoint, Financial Analysis, Social Media, Microsoft Excel, Microsoft Office, Outlook, Team Building, Public Speaking, Finance, Policy, Meyer Briggs Test, Event Planning, Microsoft Word, Banking, Training, Leadership Development, Loans, Leadership, Event Management, Strategic Planning, Credit, Mortgage Lending
Education
California State University-Northridge 2003 — 2008
Bachelor of Science, Bachelor of Arts, Minor, Business Administration: Business Law, Religious Studies, Economics
Simi Valley High School 1999 — 2003
High School Diploma, High School/Secondary Diplomas and Certificates
Los Angeles Valley College
MUFG Union Bank, N.A. February 1977 - Present
Skills
Banking, Loans, Public Speaking, Management, Business Analysis, Financial Analysis, Portfolio Management, Cash Management, Leadership, Commercial Banking, Credit, Risk Management, Microsoft Office, Team Building, Mortgage Lending
Education
College of the Canyons
AA, Business Management
MUFG Union Bank N.A. July 2014 - Present
Union Bank February 2014 - July 2014
TD Bank Group 2010 - January 2014
TD Bank July 2007 - March 2011
Vera Wang May 2006 - August 2006
Skills
Investments, Credit Analysis, Portfolio Management, Financial Analysis, Real Estate, Asset Management, Loans, Credit, Real Estate Economics, Sales, Commercial Lending, Valuation, Underwriting, Banking, Financial Modeling
Education
Fairfield University 2003 — 2007
BA, Economics
MUFG Union Bank, N.A. June 2004 - Present
SAP January 2000 - May 2004
Education
California State University-Long Beach
BS, Computer Science
AAA-NCNU July 2015 - Present
First Republic Bank December 2014 - May 2015
MUFG Union Bank, N.A. July 2009 - December 2014
Wachovia June 2006 - June 2009
World Savings January 2004 - June 2006
University of California, Irvine February 2002 - June 2003
Skills
Access, Loans, Mortgage Lending, Executive Pay, Incentive Programs, Deferred Compensation, Testing, Databases, Visio, Microsoft Excel, SharePoint, Pivot Tables, Database Queries, Analysis, Customer Service, Human Resources, Leadership, Management, Microsoft Office, Payroll, PeopleSoft, Process Improvement, Software Documentation, Time Management, Training, Banking, Business Analysis, Data Analysis, Teamwork
Education
University of California, Irvine 1999 — 2003
BA, Economics / Minor: Management
MUFG Union Bank, N.A. April 2008 - Present
Skills
Treasury Management, Portfolio Management, Commercial Banking, Commercial Lending, Treasury Services, Not for Profit
Education
California State University-Fullerton - College of Business and Economics 2003 — 2007
Master of Business Administration (M.B.A.), Finance, Management
California State University-Fullerton 1999 — 2001
Bachelor of Arts (B.A.), Accounting, Finance
MUFG Union Bank N.A. April 1996 - Present
Krazan & Associates September 1989 - April 1996
Skills
Due Diligence, Environmental Awareness, Phase II Subsurface..., Risk Management, Portfolio Management, Phase I, Strategic Planning, Real Estate, Risk Assessment, Credit Risk, Real Estate Economics, Remediation, Underwriting, Banking, Environmental Impact..., Environmental Compliance, Management
Education
California State University, Fresno 1982 — 1987
BS, Environmental Science
MUFG Union Bank N.A. April 2010 - Present
IGMAS Technologies November 2006 - June 2010
AK International February 2003 - October 2006
ICTSI June 1997 - May 2002
Education
Cebu Institute of Technology 1992 — 1997
BS in Computer Engineering, IT
MUFG Union Bank, N.A. September 2011 - Present
Macias Gini & O'Connell LLP (MGO) September 2009 - September 2011
Real Estate Investor Network (REIN Club) January 2009 - September 2009
The Interior Experts January 2007 - January 2009
Skills
CA Real Estate License, Microsoft Word, Business Strategy, Credit Risk, Commercial Banking, PowerPoint, Credit Analysis, Team Leadership, Investments, Corporate Finance, Sales, Process Improvement, Financial Risk, Negotiation, Financial Modeling, Microsoft Excel, InDesign, Accounting, Client Billing
Education
California State University-Northridge
Bachelor of Arts, Psychology
MUFG Union Bank, N.A. July 2011 - Present
Investec Real Estate Cos January 1998 - January 2011
Bank of America 1996 - 1998
Bank of America 1993 - 1996
The Faulkner Company 1990 - 1993
Skills
Land Acquisition, Selling, Mergers, Lease Negotiations, Investors, Valuation, Due Diligence, Leases, Investment Properties, Real Property, Real Estate Transactions, Real Estate Financing, Brokerage, Real Estate Development, Executive Management, Negotiation, Strategic Planning, Market Analysis, Acquisitions, Commercial Real Estate, Corporate Real Estate, Disposition, Asset Management, Portfolio Management, Investments, Asset Managment, Entitlements, Real Estate, Financial Analysis, Location Intelligence, Private Equity, REO, Property Management, Shopping Centers, Real Estate Economics, Tenant, Sales, Dispositions
Education
San Diego State University-California State University 1985 — 1988
Journalism, Advertising
MUFG Union Bank, N.A. March 2005 - Present
Skills
FINRA, Capital Markets, AML, Banking, Securities, Risk Management, Series 7, Fixed Income, Mutual Funds, Investments, Equities, Series 63, Financial Services
Education
University of California, Los Angeles 1990 — 1994
B.A., Economics
MUFG Union Bank, N.A. October 2011 - Present
Jewish Community Federation February 2010 - August 2011
C.M. Capital Corp 2010 - 2010
PricewaterhouseCoopers January 2005 - May 2008
Skills
Financial Reporting, Accounting, Mutual Funds, Budgeting, Assurance, SEC filings, US GAAP, GAAP, Internal Controls, Financial Accounting, Auditing, Internal Audit, Financial Analysis, Due Diligence, Private Equity, Forecasting, Sarbanes-Oxley Act, Securities, Derivatives, Budgets
Education
San Diego State University-California State University 1999 — 2001
BS, Accounting
MUFG Union Bank, N.A. June 2012 - Present
Union Bank October 2005 - June 2012
Skills
SharePoint, Microsoft Office..., Powershell, Active Directory, Microsoft Exchange, Citrix, Windows Server, Group Policy, Cloud Computing
Education
California State University-Long Beach 2000 — 2002
BS, Business Adminstration (MIS)
MUFG Union Bank, N.A. April 2008 - Present
Conejo Free Clinic September 2014 - June 2015
Simi Valley Education Foundation June 2008 - June 2014
Simi Valley Chamber of Commerce 2012 - 2013
Citibank August 2001 - July 2007
Mellon Investor Services 1999 - 2001
Skills
Consumer Lending, Small Business Lending, Commercial Lending, Branch Management, Loans, Commercial Banking, Relationship Management, Leadership, Coaching, Retail Banking, Team Building, Small Business, Sales Management, Nonprofits, Mortgage Lending, Loan Origination, Lines Of Credit, Finance, Credit Analysis, Credit, Banking
Education
California State University-Northridge 1991 — 1995
BS, Business & Marketing
MUFG Union Bank, N.A. September 2014 - Present
John Muir Health July 2014 - August 2014
Fremont Group May 2000 - April 2014
Franklin Bank, Franklin Templeton 1995 - 2000
Philippine Commercial International Bank 1992 - 1995
Skills
Financial Reporting, Financial Analysis, Private Equity, Technical Skills, Investment Accounting, Internal Auditing, Budgeting/Forecasting, General Ledger..., Accounting, Finance, Internal Controls, Account Reconciliation, Variance Analysis, General Ledger, Internal Audit, GAAP
Education
U.C. Berkeley Extension
Certificate in Finance, Finance and Financial Management Services
University of Santo Tomas
BSC - Accounting, CPA - Philippines
MUFG Union Bank December 2014 - Present
MUFG Union Bank, N.A. August 2014 - December 2014
Bank of the West August 2007 - June 2014
Intercity Bank Plc (Unity Bank) February 2002 - June 2006
The Chartered Institute of Bankers of Nigeria (CIBN) 2002 - 2006
Intercity Bank Plc (Unity Bank) February 2001 - January 2002
First African Trust Bank, Nigeria. June 1992 - February 1998
Bank of Credit and Commerce International/African International Bank (AIB) April 1982 - June 1992
Government Compulsory National Youth Service Program August 1980 - July 1981
Skills
Audit, Auditing, Internal Audit, Internal Controls, Compliance, Risk, Banking, Credit, Risk Management, Loans, Fraud, Recommendations, Risk Assessment, Cash, AML, Financial Risk, Financial Analysis, Governance, Leadership, Management, Due Diligence, Anti Money Laundering
Education
CSUDH 2008 — 2009
Postgraduate Certificate, Accounting
Ambrose Alli University 1998 — 2001
Master of Business Administration (M.B.A.), Business Adminstration - Finance
Kaduna Polytechnic 1975 — 1980
HND (Bsc), Marketing Management
MUFG Union Bank, N.A. September 1993 - Present
Benesse Corporation f/k/a Fukutake Publishing Company April 1987 - November 1990
Skills
CPA, CTP, AAP, Cash Management, Treasury Management, Portfolio Management, Banking
Education
Syracuse University 1992 — 1993
MS, Information Resources Management
Kobe University 1983 — 1987
BofEd, Education (English)
Ayco, a Goldman Sachs Company April 2015 - Present
MUFG Union Bank, N.A. June 2014 - April 2015
Wells Fargo Bank, N.A. September 2012 - May 2014
Enterprise Rent-A-Car September 2011 - August 2012
UCI Bookstore August 2009 - September 2011
First Investors Corporation September 2010 - December 2010
Skills
Marketing, Retail Banking, Sales, Customer Satisfaction, Management, Finance, Customer Service, Analysis, Financial Analysis, Social Networking, Time Management, Public Speaking
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts, Business Economics
MUFG Union Bank, N.A. June 2014 - Present
Lane Gorman Trubitt PLLC August 2012 - June 2014
KPMG October 2011 - August 2012
KPMG US January 2010 - March 2010
First Rate, Inc May 2009 - August 2009
Skills
CPA, Financial Reporting, Financial Accounting, External Audit, US GAAP, Internal Controls, SEC filings, Big 4, Sarbanes-Oxley Act
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2011
Master in Professional Accounting, Financial Reporting and Assurance
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
MUFG Union Bank, N.A. September 2014 - Present
Office of the Comptroller of the Currency June 2003 - September 2014
Skills
Credit, Credit Analysis, Credit Risk, Financial Analysis, Liquidity Risk, Financial Risk, Interest Rate Risk..., Risk Management, Commercial Banking, Loans, Financial Institutions, Operational Risk, Corporate Finance, Cash Flow, Commercial Real Estate, Commercial Lending
Education
The University of New Mexico - Robert O. Anderson School of Management 1998 — 2003
BA, Finance
MUFG Union Bank, N.A. June 2012 - Present
Israel Discount Bank of New York February 2011 - June 2012
Goldman Sachs 1991 - 2010
Skills
Sales, Team Building, Project Planning, Office Management, Teamwork, Recruiting, Workplace Organization, Event Planning, Microsoft Office, Organization &...
Education
Baruch College, City University of New York (CUNY)
BBA, Office Administration & Technology
LaGuardia Community College
AAS, Executive Secretarial Science
MUFG Union Bank, N.A. January 2014 - Present
Union Bank January 2012 - January 2014
Union Bank July 2007 - December 2011
Bank of the Orient April 2005 - June 2007
DMG & Partners Securities September 1994 - September 2001
Skills
Risk Management, Bank Secrecy Act, AML, OFAC, Banking, Fraud Detection, Due Diligence, KYC, USA PATRIOT Act, Risk Assessment, Securities, Internal Audit, Anti Money Laundering, Investment Banking, Compliance, Stockbroking, Vendor Management, Financial Risk, Fraud
Education
Saint Mary's University 1991 — 1994
Bachelor, Economics and Human Resource Management
MUFG Union Bank, N.A. June 2011 - Present
JPMorgan Chase March 2005 - March 2011
Palo Alto Medical Foundation May 2002 - January 2005
Skills
Sales, Marketing, Business Development, Relationship Management, Solution Selling, Mortgage Lending, Small Business Lending, Coaching, Onboarding, Conflict Resolution, Internal Audit, Banking, Sales Presentations, Credit, Lines Of Credit, Loan Origination, Loans, Commercial Lending, Consumer Lending, Commercial Banking, Cross Selling, Deposits, Mortgage Banking, Retail Banking, Management, Credit Analysis, Leadership
Education
San Jose State University 2002 — 2004
B.S., Business Administration
Cabrillo College 2000 — 2002
A.A., Business
MUFG Union Bank N.A. April 2015 - Present
Deloitte & Touche, LLP September 2011 - March 2015
County of Los Angeles - Department of Mental Health 2006 - September 2011
Crayon Fabrics, Inc 2003 - 2005
Digi International, Inc October 1999 - June 2002
Trogon Computers 1998 - 1999
Skills
Java, Microsoft SQL Server, Visual Studio, SQL, Eclipse, Security, Visio, VMware, CSS, Access, IT Audit, Wireless, Network Security, Databases, HTML, DHCP, Firewalls, Business Intelligence, Networking, Integration, Windows, DNS
Education
California State Polytechnic University-Pomona 2006 — 2011
BS, Computer Information Systems
University of California, Berkeley
MUFG Union Bank, N.A. December 2011 - Present
Bank of the Orient July 2001 - November 2011
East West Bank July 1997 - July 2001
Skills
Credit, Banking, Risk Management, Treasury Management, Loans, Commercial Banking, Commercial Lending, Financial Services, Finance
Education
San Francisco State University
MBA, Finance
University of California, Berkeley
Accounting
Sun Yat-Sen University, School of Physics and Engineering
BS, Computer Science Engineering
MUFG Union Bank, N.A. March 2015 - Present
Bank of Tokyo-Mitsubishi UFJ August 2012 - February 2015
Sumitomo Mitsui Trust Bank (U.S.A.) Ltd February 2012 - May 2012
Legakis & Vetere September 2011 - December 2011
Zeus Securities, Inc. October 2010 - March 2011
Zeus Securities, Inc. November 2007 - September 2010
Skills
Analysis, Data Analysis, Banking, Management, Databases, Risk Management, Spreadsheets, Bloomberg, Securities, Business Analysis, Portfolio Management, Fixed Income, Trading
Education
Stony Brook University 2006 — 2010
B.S., Business Management / Finance
Earl L. Vandermeulen High School 2002 — 2006
H.S. Diploma, with Honors
MUFG Union Bank, N.A. October 2014 - Present
Crowne Plaza® Hotels & Resorts September 2014 - September 2014
Walton Isaacson August 2014 - August 2014
All Stars Project, Inc. June 2013 - August 2013
AIG July 2011 - August 2011
US Power Generating Company July 2010 - August 2010
PricewaterhouseCoopers Accounting Careers Leadership Institute June 2009 - June 2009
Skills
Microsoft Excel, Leadership, Microsoft Word, Training
Education
Mercy College 2010 — 2014
BS, Accounting
MUFG Union Bank, N.A. June 2010 - Present
Wells Fargo Bank October 2000 - June 2010
Union Bank of California May 1998 - October 2000
Citibank Advanced Development Division December 1997 - May 1998
Union Bank August 1996 - December 1997
Union Bank of California 1994 - August 1996
Citibank California February 1992 - August 1994
Citibank California March 1982 - February 1992
Citibank Italy June 1979 - February 1982
Skills
Retail Banking, Strategic Planning, Strategy, Financial Services, Finance, Analytics, Business Strategy, Financial Analysis, Banking, Market Planning, Project Management, Marketing Strategy, Management, Analysis, Leadership, Risk Management, Portfolio Management
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1977 — 1979
MBA, Finance
Pomona College 1972 — 1976
BA, Linguistics
MUFG Union Bank, N.A. January 2014 - Present
Union Bank, NA April 2006 - December 2013
Franklin Templeton Investments January 2005 - April 2005
Charles Schwab July 1996 - December 2001
Skills
Securities, Corporate Governance, Mutual Funds, Due Diligence, Securities Regulation
Education
University of California, Los Angeles - School of Law 1990 — 1993
J.D.
Cornell University 1985 — 1989
B.A., Government
MUFG Union Bank, N.A. May 2013 - Present
Morgan Stanley January 1995 - January 2013
PRUDENTIAL SECURITIES, INC September 1992 - December 1994
Skills
Westlaw, Document Review, Securities Regulation, Securities Litigation, Risk Management, Legal Compliance, Broker-Dealer, FINRA, Litigation, Dispute Resolution, Securities, Series 7, Arbitration, AML, Corporate Governance, Legal Writing, Anti Money Laundering
Education
University of California, Santa Cruz
University of San Francisco, Paralegal Certificate
MUFG Union Bank, N.A. 2012 - Present
Morrison & Foerster LLP September 2000 - December 2011
Morrison & Foerster LLP 2000 - 2011
Orrick Herrington & Sutcliffe June 1997 - May 2000
Orrick, Herrington June 1997 - May 2000
Skills
Westlaw, PACER, Lexis, Outlook, DocsOpen, Microsoft Excel, Serengeti
Education
University of West Los Angeles, School of Paralegal Studies 1995 — 1997
Degree: Bachelor of Science, Paralegal Studies
Los Angeles Valley College 1993 — 1995
Degree: Associate, Liberal Arts and Sciences
MUFG Union Bank, N.A. September 2012 - Present
UBS June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork
Education
Sheffield Hallam University 2012 — 2012
Master of Science (M.Sc.), International Human Resources
La Salle University 2008 — 2011
Bachelor of Arts (B.A.), Political Science and Philosophy