Union Banc Investment Services
Union Banc Investment Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Union Banc Investment Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Union Banc Investment Services Salaries. You can even request information on how much does Union Banc Investment Services pay if you want to. Learn about salaries, pros and cons of working for Union Banc Investment Services directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
10 Union Banc Investment Services employees in database. Find out everything there's to know about Union Banc Investment Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Union Banc Investment Services Employees
Preferred Ceilings July 2011 - Present
Wells Fargo Advisors July 2009 - June 2011
Union Banc Investment Services September 2002 - June 2009
Merrill Lynch January 2001 - October 2001
Education
Chapman University
Bachelor of Arts (B.A.), Economics
Holy Cross College
Associate's Degree, Business
California Bank & Trust October 2014 - Present
Union Banc Investment Services July 2013 - September 2013
Union Bank June 2007 - July 2013
Bank of America October 2002 - June 2007
Skills
NMLSR #683621, Life Only Insurance..., Series 6 and Series 63, Small Business Lending, Consumer Lending, Commercial Lending, Commercial Banking, Retail Banking, Loans, Credit, Banking, Lines Of Credit, Mortgage Lending, Cross Selling, Credit Analysis, Loan Origination, Cash Management, Relationship Management, Portfolio Management, Customer Service, Branch Management
Education
CSU Sacramento
Sierra College
PIMCO October 2009 - Present
Union Banc Investment Services August 2008 - October 2009
Morgan Stanley September 2007 - June 2008
Skills
Series 7, Portfolio Management, Retirement Planning, Asset Management, Investments, Financial Analysis, Strategic Financial..., Risk Management, Alternative Investments, Fixed Income, Hedge Funds, Asset Allocation, Mutual Funds, Investment Management, Cash Management, Finance
Education
University of Southern California 2011 — 2013
Master of Business Administration (MBA)
University of California, Irvine 2003 — 2006
Bachelor's degree, Psychology and Social Behavior
Vibra Investents, LLC February 2012 - Present
Union Banc Investment Services January 2009 - January 2012
Wells Fargo Investments November 2001 - January 2009
Skills
Asset Management, Investments, Retirement Planning, Wealth Preservation..., Portfolio Management
Education
California State University-San Marcos - College of Business Administration
Bachelor of Business Administration (BBA), Finance
Miami Dade College
Associate of Arts (AA), Business Administration
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
Union Banc Investment Services 2007 - Present
Merrill Lynch 2005 - 2007
ProClarity 2000 - 2005
Best Software 1998 - 2000
Warner Bros. Entertainment Group of Companies 1994 - 1997
Coopers & Lybrand 1992 - 1994
Skills
Series 7, Analytics, Business Intelligence, Series 63, Business Analysis, Wealth Management, Forecasting, Business Development, Investments, Securities, Asset Managment, Banking, Mutual Funds, Start-ups, Investment Advisory, Asset Allocation, Retirement Planning
Education
University of California, Santa Barbara 1988 — 1992
Bachelor of Arts, Business Economics
Merrill Lynch January 2013 - Present
Union Banc Investment Services January 2005 - January 2013
TD Waterhouse January 2000 - October 2004
Skills
Strategic Financial...
Education
San Diego State University-California State University 2002 — 2004
MSBA, Financial and Tax Planning
University of California, San Diego 1997 — 1999
Bachelor of Science (B.S.), Economics
Union Banc Investment Services July 2012 - Present
Chase October 2010 - April 2012
Neustar October 2007 - October 2008
Skills
Management, Account Management, CRM, Solution Selling, Lead Generation, Sales Process, Product Management, Online Advertising, SaaS, Cloud Computing, Salesforce.com, Enterprise Software, Sales Management, Cold Calling, Direct Sales, Business Development, Customer Service, Professional Services, B2B, Sales, Strategic Partnerships, Selling, Managed Services, New Business Development
Education
De Anza College 1999 — 2001
Lowell High School 1994 — 1998
Union Banc Investment Services July 2009 - Present
Transamerica April 2008 - May 2009
The Guardian Life Insurance Company of America June 2007 - April 2008
Nationwide Financial April 2005 - May 2007
PLANCO May 2003 - February 2005
Federated Investors March 2000 - May 2003
WM Financial Services 1996 - 2000
Skills
Securities..., 63, 65, Marketing, Wealth Management, Series 7, Asset Allocation, Fixed Annuities, Variable Annuities, Sales, Mutual Funds, Finance, Retirement, Retirement Planning, Series 63, Separately Managed..., Series 65, Financial Advisory, Investments
Education
Hanover College 1986 — 1990
IRS September 2010 - Present
California State Board of Equalization June 2010 - September 2010
El Camino Federal Credit Union March 2010 - June 2010
Kim Lighting November 2009 - March 2010
ALL Student Loan October 2006 - September 2008
Union Banc Investment Services September 2005 - October 2006
U.S. Bank October 2001 - September 2005
Union Bank July 2000 - October 2001
Skills
Income Tax, Tax Law, Personal Income Tax..., Tax Research, Financial Analysis, Accounting, CPA
Education
UCLA Extension 2009 — 2011
Certificate, Accounting
University of La Verne 2008 — 2009
MBA, Finance
California State University-Fullerton 2000 — 2005
Bachelor of Arts (B.A.), Finance and Human Resources
Whittier high