Union Banc Investment Services

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Union Banc Investment Services Employees

Employee
Years
Job
Industry
Chester Primmer Chester Primmer Orange County, California Area Details
Chester Primmer's Union Banc Investment Services Experience September 2002 - June 2009
Job Project Analyst at Preferred Ceilings
Industry Construction
Experience
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

Amanda Alcantar Amanda Alcantar Roseville, California Details
Amanda Alcantar's Union Banc Investment Services Experience July 2013 - September 2013
Job Business Banking Management
Industry Banking
Experience
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

David Dryer David Dryer Newport Beach, California Details
David Dryer's Union Banc Investment Services Experience August 2008 - October 2009
Job Account Manager at PIMCO
Industry Investment Management
Experience
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

Jorge Saldarriaga Jorge Saldarriaga San Diego, California Details
Jorge Saldarriaga's Union Banc Investment Services Experience January 2009 - January 2012
Job President & Chief Compliance Officer, Vibra Investments, LLC.
Industry Financial Services
Experience
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

Ahren Shirai Ahren Shirai Orange County, California Area Details
Ahren Shirai's Union Banc Investment Services Experience November 2014 - Present
Job Licensed Financial Representative at Union Banc Investment Services
Industry Banking
Experience
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

John Loder John Loder Greater Los Angeles Area Details
John Loder's Union Banc Investment Services Experience 2007 - Present
Job Senior Financial Advisor at Union Banc Investment Services
Industry Financial Services
Experience
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

Clarence Souza, CFP® Clarence Souza, CFP® San Francisco Bay Area Details
Clarence Souza, CFP®'s Union Banc Investment Services Experience January 2005 - January 2013
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Chong Hong Chong Hong San Francisco Bay Area Details
Chong Hong's Union Banc Investment Services Experience July 2012 - Present
Job at
Industry Information Technology and Services
Experience
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

Tim Barnard Tim Barnard Greater San Diego Area Details
Tim Barnard's Union Banc Investment Services Experience July 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Esmeralda Alvarez Esmeralda Alvarez Whittier, California Details
Esmeralda Alvarez's Union Banc Investment Services Experience September 2005 - October 2006
Job Tax Compliance Officer at IRS
Industry Government Administration
Experience
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