Union Bank
MUFG Union Bank is an American full-service bank with 398 branches in California, Washington and Oregon which is wholly owned by MUFG Bank. Headquarters: New York City, New York, United States Parent organization: MUFG Bank CEO: Steve Cummings (May 2015–) Revenue: 5.28 billion USD (2016) Total assets: 148.1 billion USD (2016) Number of employees: 12,141 (2017)
Union Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Union Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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4,717 Union Bank employees in database. Find out everything there's to know about Union Bank 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 Bank Employees
Manifeste Marketing 2014 - Present
McCallion Properties LLC April 2013 - September 2014
Union Bank September 2007 - March 2010
Paul Financial LLC June 2006 - August 2007
Skills
Account Management, Sales, Marketing Communications, Communication, Financial Analysis, Integrated Marketing, Client Relations, Non-profit Volunteering, Advertising, Marketing, Marketing Strategy, Management, Event Planning
Education
Fisk University 2002 — 2006
Bachelor of Science (B.S.) in Business Administration, International Business
Union Bank August 2014 - Present
Mary Kay April 2010 - Present
Wells Fargo Private Mortgage Banking November 2012 - December 2013
Appraiserloft May 2010 - October 2011
River Rock Mortgage & Realty March 2006 - December 2009
AT&T Mobility August 2008 - March 2009
E Real Estate November 2003 - March 2006
Loanshoppers March 2002 - November 2003
Red Carpet Realty December 1998 - November 2003
Skills
Investment Properties, Residential Homes, Real Estate, Selling, Sellers, Short Sales, Foreclosures, REO, Single Family Homes, First Time Home Buyers, Investors, Condos, Property Management, Buyer Representation, Rentals, Negotiation, Relocation, New Home Sales, Listings, Real Estate Transactions, Small Business, Commercial Real Estate, Mortgage Lending, Sales, Home Staging, Real Estate License
Education
University of California, San Diego 2001 — 2002
Junior Status, Electrical Engineer, Dance
San Diego Miramar College 1997 — 2001
Associate of Arts (AA), General Education
San Diego Mesa College 1990 — 1992
Certification for California state exam, Principles of Real Estate
Fashion Careers College 1984 — 1987
Diploma, Fashion Merchandising
Blizzard Entertainment October 2014 - Present
WD, a Western Digital company June 2013 - October 2014
WD, a Western Digital company July 2012 - June 2013
Union Bank February 2006 - June 2012
Union Bank March 2010 - June 2011
Skills
Unix, C/C++, C#, Java, Optimization, SQL, Perl, Software Design, SAS, Programming, Object Oriented Design, Android Development, Hard Drives, MySQL, PHP, Metaheuristics
Education
University of California, Irvine 2010 — 2012
Bachelor's of Science (B.S.), Computer Science, Summa Cum Laude
Fullerton College 2007 — 2010
Associate of Science (A.S.), Computer Science, Mathematics, Computer Science
Union Bank March 2008 - Present
Armed Forces Bank of California July 2005 - March 2008
Juice Zone August 2003 - May 2005
Skills
Banking, Retail Banking, ATMs, Help Desk Support, IT Hardware Support, Customer Support, Girl Scout Leader, Volunteering, Microsoft Office, Office Equipment..., Network Monitoring Tools, Remote Troubleshooting, Remote Monitoring, Remote Access, Remote User Support, Citrix Metaframe, Base24, NetOp, ATM networks, Troubleshooting, Citrix, Deposits, Bank Secrecy Act, Core Banking, ACH, OFAC, Debit Cards, Electronic Payments, Teller Operations, Payments, Operational Risk, Mobile Banking, Cash Management, Windows 2000, Hardware Support, Service Level Agreements, Anti Money Laundering, Cards, Risk Management, Loans, Credit Analysis, Consumer Lending, Leadership, Customer Service, Program Management, Microsoft Word, Project Management, PowerPoint
Education
Fort Hays State University 2014 — 2016
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.47
Southwestern community college 2005 — 2008
Associate of Science (A.S.), Business Management
SunTrust Bank July 2007 - Present
Lending Tree Loans August 2010 - June 2011
Union Bank March 2008 - May 2010
AmSouth Bank October 2005 - January 2007
Skills
Commercial Banking, Banking, Loans, Credit, Retail Banking, Small Business Lending, Credit Analysis, Consumer Lending, Commercial Lending, Credit Risk, Lines Of Credit, Mortgage Lending, Cross Selling, Portfolio Management, Loan Origination, Private Banking, Branch Banking, Cash Management, Mortgage Banking, Deposits
Education
Florida State University 2000 — 2003
BS Political Science, Minor in Photography
Hear It Direct June 2014 - Present
Union Bank January 2012 - April 2014
Union Bank 2010 - 2012
Union Bank 2009 - 2010
Disneyland Resort 2005 - 2009
Disneyland Resort 2003 - 2005
Skills
Customer Experience, Quality Assurance, Sales Operations, Project Management, Business Process..., Benefit Cost Analysis, Software Implementation, DMAIC, Information Technology, Retail Banking, Commercial Banking, Guest Service Management, Training, Business Process..., Call Centers, Outsourcing, Cross Selling, SharePoint, Banking, Credit Cards, Business Process Mapping, KYC, Relationship Management, Technical Support, Testing, Payments, Troubleshooting, Customer Service
Education
Fullerton College
Business Administration and Management, General
Troy High School
High School Diploma
Episcopal Church of the Redeemer January 2014 - Present
L'Eglise Francaise du Saint Esprit August 2013 - December 2013
Montebello Unified School District September 1996 - July 2011
Union Bank February 1987 - July 1994
Skills
Pastoral Care, Church History, Preaching, Religion, Biblical Studies, Youth Ministry, Pastoral Counseling, Community Outreach, Nonprofits, Teaching, Discipleship, Crisis Intervention, Liturgy, General Awesomeness, Philanthropy, Theology, Compassion, Board Development, Fundraising, Public Speaking
Education
The General Theological Seminary 2011 — 2013
Master of Divinity
Episcopal Theological Seminary at Claremont 2009 — 2011
Junior Student, Biblical Studies, Systematics, Theology
California State University-Los Angeles 1994 — 1996
PPS, School Psychology
Fuller Theological Seminary 1991 — 1994
Masters of Science, Marriage and Family Therapy
UC Santa Barbara 1982 — 1986
Bachelors of Science Degree, Business Economics
Coronado Junior High School
Coronado Junior High School
Liberty Bay Bank May 2011 - Present
Union Bank April 2010 - April 2011
Frontier Bank September 2002 - April 2010
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Loans, Lines Of Credit, Credit, Banking, Credit Analysis, Credit Risk, Financial Institutions, Underwriting, Portfolio Management, Loan Origination, Retail Banking, Real Estate, Risk Management, Small Business, Financial Services
Education
Seattle Pacific University 1971 — 1973
BA, Business Administration
Everett Community College 1969 — 1971
Associates of Arts (A.A.), Business Administration
Munsun Assets Management Ltd. November 2012 - Present
Newrich Investment Corporation August 2010 - August 2012
China Seven Star Shopping Limited April 2007 - April 2010
ASE Group February 2006 - March 2007
The Quaypoint Corporation Limited October 2003 - January 2006
Sinochem August 2001 - July 2003
Union Bank September 1999 - May 2001
Trojan Equity Fund September 1999 - May 2000
Brigham and Women's Hospital July 1995 - June 1997
Skills
M&A experience, Valuation, Corporate Governance, Risk Management, SOX Compliancy, Financial Reporting, Financial Analysis, Strategic Financial..., Corporate Finance, FASB codification, Asset Managment, IPO Listing, Portfolio Management, Investor Relations, Management Consulting, Accounting, Management, Financial Modeling, Investments, Financial Risk, Negotiation, Analysis, Auditing, Internal Controls, Asset Management, Forecasting, ERP, Business Strategy, Business Development, Budgets, Business Planning, Due Diligence, Equities, Mergers & Acquisitions, Finance
Education
University of Southern California 1998 — 2000
MBA, Finance
Harvard Medical School 1995 — 1997
Post Doct, Aneasthetics
Fudan University 1982 — 1987
B.S., Biophysics
Union Bank May 2007 - Present
Bank of the West 2001 - 2007
Skills
Direct Mail, Packaging, Marketing Communications, Collateral, Direct Marketing, Digital Printing, Microsoft Excel, Advertising, Marketing, Branding & Identity, Management, Digital Marketing, Integrated Marketing, Corporate Branding, Marketing Strategy, Multi-channel Marketing, Database Marketing, Offset Printing
Education
Fashion Institute of Design & Merchandising 2000 — 2002
Visual Communication
Union Bank October 2014 - Present
Union Bank, N. A. June 2006 - October 2014
Foster Farms October 2005 - June 2006
Fresno County Federal Credit Union August 2001 - October 2003
First California Federal Credit Union May 2000 - August 2001
Skills
Loans, Banking, Small Business Lending, Retail Banking, Consumer Lending, Lines Of Credit, Cross Selling, Relationship Management, Branch Banking, Financial Services, Deposits, Credit Cards, Operational Risk, Bank Secrecy Act, Core Banking, AML, Financial Risk, Anti Money Laundering, Credit, Customer Service, Management, Sales
Education
Monterey Peninsula College 2006 — 2008
Business Administration
Fresno City College 2005 — 2005
Business Administration, Management and Operations
Thane-Kenscoff Group, LLC. June 2008 - Present
Vistage International August 2010 - August 2012
Wells Fargo - Private Mortgage Banking December 2004 - October 2008
WELLS FARGO The Private Bank [formerly Private Client Services] February 2002 - December 2004
WELLS FARGO The Private Bank [formerly Private Client Services] April 1999 - February 2002
Sumitomo Bank Limited January 1997 - April 1998
Wells Fargo - First Interstate Bank of California February 1990 - August 1996
Wells Fargo - First Interstate Bank of California 1987 - 1990
Wells Fargo 1982 - 1987
Union Bank 1979 - 1982
Skills
Strategic Planning, Business Development, Leadership, Entrepreneurship, Corporate Banking, Executive Coaching, Strategic Planning for..., Wealth Management, M&A analysis, M&A support, Capital Structure, Capital Markets, Private Banking, Commercial Banking, Mergers & Acquisitions, Executive Development, Organizational..., Private Equity, Management Consulting, Management, Strategy, Corporate Finance, Coaching, Business Strategy, Financial Advisory, Banking, Credit, Program Management, Investments, Financial Risk, Business Coaching, Loans, Portfolio Management, Small Business, Executive Management, Finance, Start-ups, Corporate Development, Venture Capital, Restructuring, Business Planning, Due Diligence, Strategic Consulting, Financial Services
Education
UCLA Anderson School of Management 1997 — 1997
Certificate, African-American Executive Management Program
INSEAD 1994 — 1995
Certificate, International Management
Pacific Coast Banking School 1985 — 1988
Certificate, Banking Management
Fordham University 1969 — 1973
BA, Economics + Political Science
DREAM TEEN Magazine May 2013 - Present
Perfecting Inc. January 2010 - Present
Eltman, Eltman and Cooper December 2007 - January 2010
Oxford Asset Management January 2005 - December 2007
INTELLI/RISK MANAGEMENT CORPORATION February 2002 - December 2005
Union Bank November 1995 - October 2002
Skills
Interior Design, Career Development, Career Counseling, Published Author, Pastoral Care, Pastoral Counseling, HRIS, Administration, Motivational Speaking, Public Speaking, Founder & Director, Social Networking, Fundraising, Leadership Development, Nonprofits, Event Planning, Leadership, System Administration, Staff Development, Community Outreach, Social Media, Training, Public Relations, Management, Newsletters, Blogging
Education
International Theological Seminary of California 2001 — 2008
Bachelor of Science (BS), Theological and Ministerial Studies, 4.0
University of Phoenix 1997 — 1999
General Sales, Merchandising and Related Marketing Operations
Fashion Institute of Technology 1978 — 1980
Illustrations, Merchandise
Union Bank July 2013 - Present
Union Bank May 2005 - July 2013
District Attorney's Office - Orange County March 2001 - May 2005
District Attorney's Office - Los Angeles County January 1998 - March 2001
Skills
Bank Secrecy Act, AML, Banking, Legal Research, Operational Risk, Banking Law, Deposit Regulations, ADA compliance, Marketing Compliance, Credit, Retail Banking, USA PATRIOT Act, Operational Risk..., OFAC, Strategy, Commercial Banking
Education
Emory University 2006 — 2006
Banking Compliance - Deposits and Lending
University of Southern California - Business and Law 1989 — 1991
Legal Studies, Certified Paralegal
Mount San Antonio College 1984 — 1986
Business Administration
Union Bank August 1988 - Present
Skills
New Business Development, Sales Operations, Problem Solving, Team Building, Leadership, Teamwork, Customer Service, Analysis, Banking, Finance
Education
Fresno City College 1986 — 1988
Central High School 1983 — 1986
Union Bank December 2000 - Present
Princess Cruises January 1995 - December 2000
Burns International Security March 1990 - November 1994
Skills
Customer Service, Credit Risk, Risk Management, Strategic Planning, Team Building, Call Centers, Banking, Process Improvement, Financial Analysis, Cash Management, Commercial Banking, Relationship Management, Portfolio Management, Analysis, Treasury Management
Education
Far Eastern University
Registered Nursing/Registered Nurse
Far Eastern University
Registered Nursing/Registered Nurse
MUFG in the Americas July 2015 - Present
MUFG Americas March 2013 - Present
Bank of the West April 2010 - November 2012
Union Bank June 2010 - December 2010
NuVision Federal Credit Union April 2006 - March 2010
UMS Banking January 2003 - January 2005
Wescom Credit Union January 2001 - January 2003
First Charter Bank January 1991 - January 2001
First Charter Bank January 1997 - January 1999
Citi 1993 - 1995
Skills
ACH, Banking, Credit Cards, Underwriting, Fraud, Debit Cards, Payments, Retail Banking, Credit, Internet Banking, Credit Analysis, Payment Card Processing, Merchant Services, Payment Systems, Core Banking, Electronic Payments, Credit Unions, Process Improvement, Customer Service, Microsoft Excel, OFAC, Bank Secrecy Act, Risk Assessment, Financial Services, Mobile Payments, Financial Risk, Treasury Management, Commercial Banking, Cash Management
Education
Fashion Institute of Design & Merchandising
James A. Garfied High School
Union Bank February 2013 - March 2015
Wells Fargo November 2011 - February 2013
H&R Block January 2012 - May 2012
FIDM August 2010 - September 2011
Skills
Sales, Trend Analysis, Customer Service, Marketing Strategy, Management, Social Media, Microsoft Word, Leadership, Marketing, Event Planning, Fashion, Merchandising, Social Media Marketing, Visual Merchandising, Apparel, Social Networking, Retail Banking, Corporate Finance, Banking, Microsoft Excel, Microsoft Office, Data Analysis, Training, Employee Engagement, Employee Training, Development Of Employees, Graphic Design, Public Speaking, Member of Toastmasters, Organizational Behavior
Education
The Fashion Institute of Design & Merchandising 2009 — 2011
Associate of Arts (A.A.), Merchandise Marketing, 3.0
Animo South Los Angeles Charter High School 2005 — 2009
High School/Secondary Diplomas and Certificates, 3.5
Wells Fargo Advisors, LLC April 2007 - Present
Union Bank April 2003 - April 2007
Bank of America September 2000 - April 2003
J.P. Morgan July 1995 - June 1998
Skills
Investments, Finance, Wealth Transfer Planning, Insurance, Management, Asset Allocation, Marketing, Mutual Funds, Retirement Planning, Securities, Retirement, Fixed Income
Education
Anderson School at UCLA 1998 — 2000
MBA, Marketing
Georgetown University 1991 — 1995
Bachelor's of Science, Finance
Coastal Community Bank June 2014 - Present
Columbia Bank November 2011 - June 2014
Union Bank 2010 - July 2011
Frontier Bank (acquired by Union Bank) 2007 - 2010
Frontier Bank 2003 - 2007
Frontier Bank 2000 - 2003
Frontier Bank 1992 - 2000
Frontier Bank 1991 - 1992
Education
Everett Community College
General Education and Business Courses
KPMG US September 2014 - Present
JPMorgan Chase & Co. December 2013 - August 2014
ALM Insight, LLC May 2012 - November 2013
FengXian Quant March 2011 - November 2013
Union Bank October 2005 - March 2011
Federal Home Loan Bank of Chicago March 2003 - October 2005
Bank One May 1997 - March 2003
French Thomson Consumer Electronics January 1993 - May 1997
Shanghai University of Science and Technology August 1982 - August 1985
Skills
Credit, Loans, Portfolio Management, Strategic Planning, Mortgage, Budgeting, Commercial Banking, Investments, Risk Management, Product Development, Executive Management, Mortgage Lending, Budgets, Financial Risk, Fixed Income, Derivatives, Banking, ALM, Financial Modeling, Capital Markets, Valuation, Financial Services, Residential Mortgages, Interest Rate Risk..., Credit Risk, Market Risk, Leadership, VAR, Trading, Treasury Management, Basel II, Structured Finance, Stress Testing, Credit Analysis, Credit Derivatives, Operational Risk
Education
University of Pittsburgh 1985 — 1992
Ph.D., Mathematics
Fudan University 1978 — 1982
BS, Mathematics
上海培英中学 1974 — 1978
High School
Union Bank February 2001 - Present
SWUG Conference 2001 - 2009
Wang Labs 1981 - 1989
Skills
Call Center, ITIL, Customer Service, Marketing, Management, Business Communications, SharePoint, Training, Vendor Management, Editing, Microsoft Word, Business Analysis, Social Networking, Project Management, Leadership, Newsletters, Call Centers
Education
Fashion Institute of Technology 1969 — 1970
AAS, Design
University of Redlands
BA, Management
Union Bank October 1998 - Present
Internal Revenue Service November 2002 - April 2003
Skills
Small Business Lending, Commercial Banking, Consumer Lending, Commercial Lending, Lines Of Credit, Management, Investments, Mortgage Lending, Financial Services, Risk Management, Financial Analysis, Loans, Wealth Management, Credit, Banking, Product Management, Strategy
Education
Fresno City College 1997 — 1999
Ernst & Young 2009 - Present
O'Reilly Appraisal 2003 - 2009
Hamilton Ricci and Associates 1996 - 2003
Union Bank 1993 - 1996
Fabbro-Moore & Associates 1990 - 1993
The Long Appraisal Company 1988 - 1990
TRW Appraisal Services 1987 - 1988
Education
Georgetown University 1983 — 1987
BS: Finance, Business, Finance
Nyenrode Business University 1985 — 1986
3rd Year of University, International Business
Union Bank January 2014 - Present
Citi September 2012 - December 2013
Amscot Financial September 2011 - September 2012
Seminole Hard Rock Hotel & Casino April 2011 - September 2011
Anheuser Busch Entertainment March 2006 - March 2009
Skills
Banking, Credit, Loans, Retail Banking, Financial Analysis, Wealth Management, Customer Service, Consumer Lending, Financial Services, Finance, Credit Analysis
Education
Florida International University 2013 — 2013
Anti Money Laundering Certified Associate
University of South Florida 2007 — 2009
BA in International Studies, Minor in Sociology and Political Sciences, International/Global Studies
PCFS Solutions September 2013 - Present
Union Bank September 2012 - September 2013
Granite Commercial Management June 2005 - September 2012
Optimize Endurance Services Mountain Bike Team 2008 - August 2012
California Mortgage Bankers Association 2005 - 2009
Skills
Property, Loans, Underwriting, Real Estate, Commercial Mortgages, Commercial Lending, Credit, Small Business Lending, Banking, Portfolio Management, Mortgage Lending, Due Diligence, Financial Analysis, Investments, Asset Managment, Commercial Real Estate, Real Estate Financing, Credit Analysis, Commercial Banking, Risk Management, SBA, Business Development, Loan Origination, Mortgage Banking, Lines Of Credit, Refinance, USDA, Real Estate Economics, Consumer Lending, Finance, Financial Structuring, Credit Risk, Loan Servicing, Start-ups, Leadership
Education
Florida State University 2004 — 2005
Masters, International Affairs with emphasis in Economics and International Business
Florida State University 2000 — 2004
Applied Economics with Minors in Biology, Theatre, and Business, Labor Economics, Comparative Economics, Reptile Morphology, and American Realism
Wells Fargo January 2014 - Present
Presbyterian Church (U.S.A.) January 2013 - Present
Wells Fargo May 2010 - December 2013
Wells Fargo Bank March 2007 - May 2010
Union Bank March 2006 - March 2007
Wells Fargo June 2003 - March 2006
Wells Fargo December 1999 - June 2003
Teradata 1996 - December 1999
Unisys 1992 - 1995
Skills
Enterprise Architecture, Segmentation, Strategic Planning, Architecture, Business Analysis, IT Strategy, Vendor Management, Risk Management, Product Management, Budgets, Marketing, Banking, Business Intelligence, Strategy, Management, Management Consulting, Project Management, Business Strategy, Analytics, Financial Services, Portfolio Management, Mergers & Acquisitions, Architectures
Education
Fuller Theological Seminary 2005 — 2014
Master of Divinity (M.Div.), Theology, Ethics
Pepperdine University, The George L. Graziadio School of Business and Management 1992 — 1994
MBA, Marketing
Pepperdine University 1989 — 1992
BS, Business Administration, Finance
H&R Block January 2015 - Present
FACTOR - WR Hess Company October 2014 - December 2014
Great Nations Bank 2009 - 2014
Union Bank February 2005 - March 2009
Skills
ACH, Account Reconciliation, Accounting, Accounts Payable, Wire Transfers, Customer Service, Cash Management, Project Management, Risk Assessment
Education
Everest University-Tampa 2009 — 2012
Associate of Science (A.S.), Accounting
Capitol Hill Senior High 1969 — 1973
HS Diploma
ARAMARK Healthcare Technologies September 2013 - Present
Capital One April 2012 - August 2013
Booz Allen Hamilton February 2009 - April 2012
GE Healthcare April 2003 - May 2007
WorldSpace September 1999 - December 2001
Eastman Kodak March 1986 - June 1998
Union Bank July 1981 - May 1986
Skills
Leadership Development, Change Management..., Kaizen, New Business Development, Continuous Performance..., Strategic Planning and..., Business Process..., Organization..., Lean Sigma, Integrating strategies..., Managing Consulting..., Delivering Supply Chain..., Brand Management, Business Development, Performance Management, Performance Improvement, Six Sigma, Management, Marketing Strategy, Strategy, Project Planning, Strategic Planning
Education
Georgetown University - The McDonough School of Business 2011 — 2011
Change Management Advanced Practitioner Certificate
University of San Francisco - Masagung Graduate School of Management 1997 — 1999
Executive MBA, Business Adminstration
Scripps College 1977 — 1981
Bachelor of Arts Degree, Industrial Psychology
University of Washington September 2014 - Present
Union Bank January 2013 - September 2014
Safeway July 2011 - January 2013
Safeway September 2007 - January 2013
Skills
Invoicing, Ariba, Fiscal Policy, Customer Service, Microsoft Office, Leadership, Economics, Microsoft Excel, Problem Solving, Social Networking, Statistics, Mathematics, Microeconomics, Portfolio Management, Financial Economics
Education
University of Washington 2010 — 2012
Bachelor of Arts (BA), Economics
Everett Community College 2008 — 2010
Associate of Arts and Sciences (AAS), General
Santander Bank, N.A April 2015 - Present
Pathfinder Consulting Services LLC March 2009 - April 2015
TJX August 2013 - January 2014
BB&T March 2013 - June 2013
Union Bank January 2012 - July 2012
KPMG Advisory January 2011 - December 2011
Sterling Bank 2010 - 2010
Cricket Communications June 2009 - December 2009
Oracle December 2007 - May 2009
Sheila Osgood Investments, LLC February 2002 - October 2007
Skills
Business Intelligence, Hyperion Planning, Master Data Management, Business Process, Data Governance, ERP, Data Integration, DRM, Integration, Solution Architecture, SDLC, General Ledger, Oracle, Oracle E-Business Suite, Requirements Gathering, Essbase, FDM, Hyperion Enterprise, Finance, Data Warehousing, ETL, Business Process Design, PeopleSoft, Analytics, SAP, Business Process..., Accounting, SQL, Auditing, Crystal Reports, Financials, Consolidation, Cognos, Informatica, PL/SQL, Oracle Applications, Internal Audit, Sarbanes-Oxley Act, OBIEE, Data Migration, Dashboard, Business Objects, Business Analysis, Mergers, Strategic Financial..., EPM, OLAP, Business Intelligence..., Data Modeling, JD Edwards
Education
Florida Atlantic University 1990 — 1997
Masters, Accounting, Tax, 3.65 GPA
Florida Atlantic University 1991 — 1996
Bachelor of Science, Accounting, 3.52 GPA
JDi Data Corporation January 2013 - Present
VLP Realty January 2010 - March 2012
Trammell Crow Residential September 2008 - June 2009
The Continental Group November 2005 - August 2008
JEWISH FEDERATION August 2003 - September 2005
Union Bank August 1998 - August 2003
Skills
Job Costing, Fixed Assets, lease abstract, Property Management, policy writing, Timberline, Excel, Cash Management, Cash Flow Forecasting, Property Marketing, Construction Accounting, draw funding
Education
Nova Southeastern University 2002 — 2004
Masters, Accounting
Florida A&M University 1992 — 1996
Bachelor of Science, Accountant
Florida A&M University 1992 — 1996
Bachelor of Science, Accounting and Economics
Union Bank December 2014 - Present
Union Bank March 2012 - November 2014
Union Bank February 2010 - March 2012
Union Bank December 2008 - February 2010
Union Bank November 2007 - December 2008
Union Bank June 2006 - November 2007
Union Bank May 2005 - June 2006
Skills
Training, Instructional Design, Workshop Facilitation, Training Facilitation, Public Speaking, Coaching, Team Building, Retail Banking, Needs Analysis, Banking, Talent Management, Organizational..., SnagIt, Curriculum Design, Development Of Employees, Training Needs Analysis, Conflict Resolution, Articulate Suite, Instructor-led Training, Blended Learning, Performance Consulting, Training Delivery, Performance Improvement, E-Learning, Captivate, Employee Training, Onboarding, Staff Development, Peer Mentoring, Microsoft Applications, Performance Management, Project Management, Leadership Development, Organizational..., Program Facilitation, Succession Planning, Sales
Education
Fullerton College
Union Bank 1997 - 2007
Education
George Mason University
Bachelor of Science, Business Administration
John F. Kennedy University
Master of Business Adminstration, Management
ACT Computer Services April 2011 - Present
Diciccio's Italian Restaraunt September 2007 - November 2010
Union Bank May 2010 - September 2010
Ashley Furniture January 2010 - March 2010
Manchester Elementary School August 2008 - June 2009
Education
Fresno City College 2005 — 2014
NA, Communication
Edison High School 2005 — 2009
GE, General Education
MAUER REALTY, LLC January 2001 - Present
Toll Brothers April 2013 - April 2014
Jones Lang LaSalle March 2012 - December 2012
Union Bank May 2010 - August 2010
Baker Tilly Virchow Krause, LLP October 2007 - March 2009
PLANTE & MORAN January 2005 - October 2007
Skills
Partnerships, Financial Modeling, Financial Analysis, Valuation, Accounting, Due Diligence, Corporate Finance, Finance, Tax, Real Estate, Private Equity, Forecasting, Fugitive Recovery
Education
Emory University - Goizueta Business School 2009 — 2011
MBA, Capital Markets, Real Estate Finance
INCAE Business School 2010 — 2010
Study Abroad, Finance
Western Michigan University 2000 — 2004
BBA, Accounting, Finance
University of Wollongong 2003 — 2003
Study Abroad, General Business
Cranbrook 1997 — 2000
Union Bank 2000 - 2013
Union Bank 1993 - 2000
Union Bank 1990 - 1993
First Union 1988 - 1990
First Union 1984 - 1988
Skills
Banking, Business Development, CRM, Portfolio Management, Credit, Commercial Lending, Commercial Banking, Finance, Financial Services, Retail Banking, Strategy, Treasury Management, Consumer Lending, Leadership
Education
Florida State University
Bachelor of Science (B.S.), Business Management
University of Georgia - Banking School
RomeAgile 2014 - Present
Pop Up Shop February 2013 - Present
Cisco 2014 - 2015
Union Bank June 2010 - March 2013
Wells Fargo Bank April 2010 - June 2010
Wachovia Bank May 2007 - April 2010
Skills
Series 6, Series 63, Life Insurance, Mortgage Lending, Small Business, Change Management, Investment Properties, Team Leadership, Business Strategy, Small Business Lending, Business Process..., Entrepreneurship, Loans, Underwriting, Banking, Finance, Project Management, Coaching, Training, Credit, Community Outreach, Leadership, Customer Service, Management
Education
University of Phoenix 2004 — 2011
BS/BM, Business Managment
Foothill College 1998 — 2000
BS/BM, Business Managment
Vallejo High School
Union Bank October 2013 - Present
Community 1st Credit Union June 2012 - October 2013
Wells Fargo Bank April 2011 - June 2012
BDA April 2010 - April 2011
Smartwireless AT&T March 2008 - April 2010
Skills
Consumer Lending, Small Business Lending, Loans, Lines Of Credit, Credit, Commercial Banking, Banking, Retail Banking, Commercial Lending, Credit Analysis, Cross Selling, Loan Origination, Home Equity Lines of..., Home Equity Loans, Mortgage Banking, Branch Management
Education
Everett Community College 2003 — 2004
General Education Certificate
Visa January 2013 - Present
Union Bank September 2010 - January 2013
Wells Fargo March 2008 - September 2010
Washington Mutual Card Services March 2006 - February 2008
BankVision, Inc. August 2003 - March 2006
Washington Mutual June 1997 - August 1999
JPMorgan Chase August 1989 - June 1997
JPMorgan Chase September 1984 - August 1989
Skills
Compliance, Banking, Credit Cards, Operational Risk, Auditing, Enterprise Risk..., Risk Assessment, Financial Services, Policy Management, Governance, Product Marketing, Training Delivery, Policy, Management, Internal Audit, Leadership, Operational Risk..., Retail Banking, Internal Controls, Loans, AML, Risk Management
Education
Institute of Certified Bankers- National Compliance School 2006 — 2006
CRCM
University of California, Berkeley 1980 — 1982
Emory University 1978 — 1980
Honda (Honda Performance Development) April 2013 - May 2014
Union Bank November 2012 - April 2013
Modis 2012 - 2012
British Petroleum – Carson, CA January 2011 - March 2011
Jet Propulsion Laboratory March 2008 - April 2010
Farmers Insurance February 2007 - February 2008
Independent Consultant April 2006 - February 2007
HealthCare Partners March 2003 - April 2006
CountryWide Mortgage Headquarters – Calabasas, CA September 2002 - October 2002
British Petroleum April 2001 - April 2002
Skills
SharePoint, Microsoft SQL Server, Visual Basic, C#, Software Documentation, T-SQL, Web Services, ASP.NET, Web Applications, Databases, SQL, Requirements Analysis, XML, .NET, CSS, Data Warehousing, Enterprise Architecture, Crystal Reports, SDLC, Oracle, Windows Server
Education
Embry-Riddle Aeronautical University
Bachelor, Professional Aeronautics
Union Bank November 2009 - Present
ML Image and Fashion Consulting January 2009 - Present
Wells Fargo Bank September 1997 - November 2009
Education
La Sierra University 1996 — 1999
Bachelor Science, Business
Fashion Institute of Design & Merchandising 1981 — 1983
A.A., Fashion Merchandising/Business
Union Bank July 2015 - Present
University of Phoenix January 2000 - Present
Apollo Education Group December 2014 - May 2015
Project Management Institute - Phoenix Chapter February 2012 - May 2015
First Solar September 2014 - September 2014
American Express March 2014 - August 2014
Rural/Metro Corporation (Insight Global) October 2013 - February 2014
Arizona Department of Education (iTEC) April 2013 - August 2013
Brown Mackie College February 2012 - June 2013
Dynamic Worldwide Training Consultants August 2012 - April 2013
Skills
Project Portfolio..., Critical Chain Project..., Sales Management, Higher Education..., Salesforce.com, Creative Problem Solving, Organizational..., Organizational Learning, Instructional Design, Classroom Instruction, Classroom Management, Program Management, Program Design, Proposal Management, Contract Negotiation, Contract Management, Proposal Writing, Inventory Management, Budget Management, P&L Management, Agile, Customer Relations, Negotiation, Resource Allocation, TQM, Needs Analysis, Staff Development, Higher Education, Budgeting, Analysis, Mentoring, Leadership Development, Conflict Resolution, Team Building, Organizational..., Team Leadership, Coaching, Cross-functional Team..., Strategic Planning, Adult Education, E-learning, Project Planning, Public Speaking, Change Management, Curriculum Development, Educational Technology, Information Management, IT Management, SharePoint, MS Project Server
Education
University of Phoenix
MBA, Global Management
Keller Graduate School of Management of DeVry University
Graduate Certificate, Graduate Project Management Certificate
University of Phoenix
MAEd, Adult and Continuing Education
Embry-Riddle Aeronautical University
BS, Professional Aeronautics
Rio Salado Community College
Web Design - User Interface, Web Page, Digital/Multimedia and Information Resources Design, 3.0
Union Bank May 2008 - July 2010
Hitachi Data Systems June 1994 - May 2007
Hitachi Data Systems June 1994 - May 2007
Skills
Data collection /..., Borland Delphi, Database Design, C++ Language, C Language, Unix Operating Systems, Unix Shell Scripting, Barcode, Client Server..., Realtime Programming, Hewlett Packard..., OS/2
Education
Fitchburg State College 1976 — 1981
Bachelor of Science (B.S.), Computer Science, 4.0
MidCountry Financial Corp July 2012 - Present
Midwest Information Technology Solutions June 2006 - June 2012
Midwest Information Technology Solutions January 2003 - May 2006
Union Bank March 2001 - January 2003
Johnson County Community College 1997 - 2001
Skills
Compliance, Staff Training, Policy, Project Management, Risk Assessment, Vendor Management, Business Continuity, GLBA, Auditing, Business Continuity..., CISSP, Disaster Recovery, IT Management, Information Security, Information Security..., Information Technology, Management, Network Security, Risk Management, Security, Leadership, IT Strategy, Program Management
Education
Fort Hays State University 2012 — 2014
Bachelor's degree, Technology Leadership
Johnson County Community College 1998 — 2000
Associate, Information Technology
Cetera Financial Group May 2015 - Present
AssetMark (formerly Genworth Financial Wealth Management) December 2010 - December 2014
ONE/x 2009 - 2010
The Designory 2005 - 2009
Investment Marketing Services 2003 - 2005
Los Angeles Police Federal Credit Union 2002 - 2002
Balboa Life and Casualty 2001 - 2001
Transamerica Life 1993 - 2000
Cal Fed Bank 1991 - 1993
Union Bank 1990 - 1991
Skills
Marketing Communications, Advertising, Digital Marketing, Marketing, Series 7, Investments, Asset Management, Fixed Annuities, Marketing Strategy, Brand Development, Strategy, Securities, Creative Direction, Mutual Funds, Management, Financial Services
Education
Georgetown University 1977 — 1981
BS, International Economics, School of Foreign Service
Union Bank February 2015 - Present
Wells Fargo October 2013 - January 2015
Capital One December 2008 - June 2012
M&T Bank November 2007 - December 2008
Skills
Financial Analysis, Customer Service, Banking, Microsoft Office, Leadership, Data Analysis, Strategic Planning, Microsoft Excel, PowerPoint, Public Speaking, Management, Access, Team Leadership, Microsoft Word, Program Management, Sales, Process Improvement, Budgets, Time Management, Team Building, Customer Satisfaction, Account Management, Project Planning, Business Development, Credit, Finance, Loans
Education
Florida International University 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Business Administration and Criminal Justice
Montgomery College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Business Administration and Criminal Justice, 3.0
Union Bank September 2012 - Present
Wells Fargo Bank January 2007 - March 2012
PRIORITYONE FUNDING March 2006 - January 2007
Skills
Sales, Customer Service, Credit, Finance, Cold Calling, Accounting, Small Business Lending, Banking, Loans, Financial Services, Consumer Lending, Mortgage Lending, Interviews, Retail Banking, Credit Analysis, Investments, Lines Of Credit, Cross Selling, Series 63, Private Banking, Credit Cards, Marketing, Time Management, Management, Sourcing, Commercial Lending, Loan Origination, Refinance, Relationship Management, Branch Management, Wealth Management, Financial Analysis, Deposits, Mortgage Banking, Home Equity Loans, Home Equity Lines of..., Business Development, Residential Mortgages, Branch Banking, Bank Secrecy Act, AML, Series 6, Real Estate, Commercial Mortgages, Financial Risk, Loan Servicing, Operational Risk, Mortgage Underwriting, Asset Based Lending, Banking Relationships
Education
Foothill College 2006 — 2010
finance, Marketing, Finance, Accounting
Union Bank January 2013 - Present
PennyMac September 2012 - December 2012
Bank of America January 2009 - September 2012
Downey Savings November 1991 - September 2008
Education
Far Eastern University 1981 — 1986
Bachelor of Science (BSc) Accounting, Business/Commerce, General, 3.5
Union Bank October 2011 - Present
Skills
Credit Risk, Portfolio Management, Credit, Capital Markets, Market Risk, Financial Risk, Risk Management, ALM, Banking, Financial Analysis, Financial Modeling, Management, Retail Banking, Finance
Education
University of Southern California 2003 — 2005
Master of Science, Mathematical Finance
European-University Viadrina 1999 — 2002
Bachelor, International Business Administration
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
Wells Fargo 2012 - Present
Foundry9 2012 - Present
Union Bank 2009 - Present
Taproot Foundation 2008 - Present
Red Angel Enterprises 2007 - Present
Monster Worldwide 2006 - Present
JPMorgan Chase 1998 - 2005
JPMorgan Chase 1991 - 1998
Skills
Direct Marketing, Product Marketing, Business Intelligence, CRM, Integrated Marketing, Product Development, Sales Enablement, Customer Experience, Customer Experience..., Business Transformation, Process Improvement, P&L Management, Technology..., Digital Marketing, Telemarketing, Customer Lifecycle..., B2B, B2B Marketing, B2C marketing, B2B services, B2B eCommerce, Brand Development, Decision Management, SEM, Management, Marketing Strategy, Market Research, Start-ups, Strategy, Segmentation, Risk Management, E-commerce, Multi-channel Marketing, Customer Acquisition, SaaS, Enterprise Software, Web Analytics, Lead Generation, Leadership, Go-to-market Strategy, Sales Operations, Business Strategy, Executive Management, Strategic Partnerships, Strategic Planning, Competitive Analysis, Mergers & Acquisitions, Analytics, Marketing, Financial Services
Education
Fordham University
Ph.D., Economics
New York University
Professional Certificate, Digital Media and Interactive Marketing
New York University - Leonard N. Stern School of Business
M.B.A., Finance
BankUnited June 2011 - Present
Mary Harris, Inc. November 2003 - June 2011
Neiman Marcus Fort Lauderdale April 2002 - November 2003
Union Bank 1999 - 2002
Museum of Discovery and Science 1996 - 1999
Skills
Market Planning, Customer Engagement, Trade Shows, Business Planning, Thought Leadership
Education
Florida International University 1998 — 2000
MS, Integrated Communications: Advertising and Public Relations
George Mason University
BS, Communications
Star One Credit Union September 2015 - Present
Star One Credit Union January 2015 - Present
Union Bank August 2014 - January 2015
Union Bank June 2013 - September 2014
Union Bank January 2011 - 2013
Union Bank 2010 - 2011
Union Bank 2009 - 2009
Union Bank October 2006 - 2009
Washington Mutual June 2005 - October 2006
Bank of the West October 2003 - July 2004
Skills
Customer Service, Cash Management, Management, Sales, PowerPoint, Microsoft Word, Microsoft Excel, Bilingual, Loans, New Account Acquisition, New Account Opening, Reports, Compliance, Financial Regulation, Crew Scheduling, Leading Meetings, Coaching Staff, Hiring Employees, Employee Training, Performance Reviews, Scheduling Tools, Risk Management, OFAC, Credit Cards, Teller Operations, Branch Management, Bank Secrecy Act, Cross Selling, Cash, KYC, Deposits, Payments, ACH, 10 Key, Operational Risk, Loss Mitigation, Merchant Services, Fraud Detection, Cash Flow, Retail Banking, Operational Risk..., Credit, Internet Banking, Financial Services, Relationship Management, Customer Service..., AML, Financial Risk, Financial Transactions, Transaction Processing
Education
Kaplan University 2008 — 2010
Bachelor of Science (BS), Criminal Justice
Evergreen Valley College 2005 — 2007
Associate of Arts (AA), Administration of Justice
James Lick High School 1998 — 2002
High School Diploma, General Education
Walt Disney Imagineering May 2015 - Present
Union Bank May 2014 - August 2014
University of Southern California August 2013 - December 2013
Pentland International Holdings Ltd. June 2013 - July 2013
Reading to Kids February 2013 - May 2013
Education
University of Southern California - Marshall School of Business 2012 — 2016
Bachelor of Science (BS), Business Administration, Finance Emphasis, Junior
ESADE Business & Law School
Business Administration and Management, General
San Domenico Upper School 2008 — 2012
High School
Fresno Business Printing March 1990 - Present
Union Bank January 1987 - December 1989
Wells Fargo July 1985 - December 1986
Skills
New Business Development, Financial Analysis, Banking, Business Strategy, Mergers & Acquisitions, Sales, Strategic Planning
Education
CSU Fresno 1982 — 1984
Bachelor of Science (BS), Finance, General
Fresno City College 1979 — 1981
Union Bank September 2000 - Present
Skills
: Spanish and English...., Proficient in Microsoft..., At Multitasking
Education
Fremont College 2014 — 2015
Associate's degree, Massage Therapy/Therapeutic Massage Rehabilitation and Sports
Fremont College 2014 — 2015
Union Bank October 2012 - Present
Xpert Financial, Inc. December 2009 - May 2012
SVB Financial Group/ Silicon Valley Bank October 2004 - December 2009
Mizuho Financial Group September 1997 - October 2004
New York Stock Exchange Inc. July 1988 - September 1997
Skills
FINRA, Broker-Dealer, USA PATRIOT Act, Series 7, SEC, Investment Advisory, Regulations, OFAC, AML, Series 24, Securities, KYC, Securities Regulation, Bank Secrecy Act, Series 63, Hedge Funds, Operational Risk, Mutual Funds, Capital Markets, Fixed Income, Enterprise Risk..., Financial Markets, Investment Advisers Act, Dodd-Frank, Financial Institutions, Financial Services
Education
Fordham University - Graduate School of Business Administration 1996 — 1998
MBA Program, Finance
Loyola University of Chicago 1987 — 1988
Study Abroad Program, Rome Center
Fordham University 1984 — 1988
BS, Finance
U.S. Bank December 2014 - Present
Union Bank December 2012 - December 2014
Wells Fargo September 2009 - August 2012
SunTrust Bank March 2007 - April 2009
Skills
Credit, Loans, Banking, Credit Analysis, Retail Banking, Small Business Lending, Consumer Lending, Mortgage Lending, Loan Origination, Cross Selling, Cash Management, Relationship Management, Financial Risk, Mortgage Banking, Financial Analysis, Lines Of Credit, Financial Services, Finance, Branch Banking, Credit Cards, Treasury Management, Refinance, Deposits, Residential Mortgages, Commercial Banking, Portfolio Management, Commercial Lending
Education
Fisk University 2002 — 2005
Business Managment
Stanford Graduate School of Business September 2014 - Present
Stanford Graduate School of Business April 2012 - September 2014
Union Bank November 2009 - March 2012
Union Bank July 2009 - March 2010
Union Bank 2005 - 2009
Union Bank 2001 - 2004
EMBARK.COM 1999 - 2001
Emery Worldwide 1995 - 1999
AEI 1992 - 1993
Skills
Project Management, Internal Communications, Corporate Communications, Media Relations, Public Relations, Event Planning, Crisis Communications, Strategic Communications, Publications, Event Management, Editing, Integrated Marketing, Research, Advertising, Management, Social Media
Education
Georgetown University 1988 — 1992
BA, English, Government
University of Minnesota-Twin Cities 1993 — 1995
MA, English
BECU May 2015 - Present
Union Bank August 2013 - April 2015
Union Bank January 2011 - August 2013
Union Bank February 2009 - December 2010
Skills
Credit, Loans, Commercial Lending, Banking, Commercial Banking, Credit Risk, Small Business Lending, Portfolio Management, Mortgage Lending, Asset Based Lending, Financial Risk, Lines Of Credit, Financial Analysis, Loan Origination, Fixed Income, Risk Management, Financial Modeling, Underwriting, Capital Markets
Education
Everett Community College 2005 — 2007
Associate's degree
Piaget July 2013 - Present
Harry Winston November 2012 - June 2013
Union Bank April 2009 - June 2012
Union Bank August 2006 - March 2009
Skills
Cross Selling, Retail Banking, Banking, Customer Service, Commercial Banking, Credit, Cash Management, Consumer Lending, Customer Experience, Credit Analysis, Microsoft Excel, Relationship Management, Microsoft Office, Call Centers, Customer Satisfaction, Loans, Teamwork, Time Management, Outlook, Training, Management, Sales, Microsoft Word, Sales Management
Education
Gemological Institute of America 2010 — 2011
Graduate Diamond, Diamond, Colored stones, Pearl
University of California, Irvine 2000 — 2004
Psychology and Social Behavior, Developmental and Child Psychology
Mouser Electronics January 2014 - Present
Mouser Electronics September 2013 - Present
Copart August 2012 - July 2013
Warrantech June 2011 - March 2012
Old Navy April 2009 - July 2011
JPMorgan Chase December 2007 - February 2009
Jamba Juice April 2005 - November 2007
H&R Block January 2005 - April 2005
Union Bank March 2004 - January 2005
Skills
HIPAA, Management, Project Management, Collections, OSHA Certified, Cpr Certified, Retail Banking, People Skills, Microsoft Office, Microsoft Excel, Microsoft Word, People-oriented, Call Centers, Telephone Skills, Customer Service, Training, Sales, Office Management, Banking, Customer Satisfaction, Data Entry, Leadership, Filing, Customer Retention, Teamwork, Credit Cards, Customer Experience, Team Building, Retail, Inventory Management, Recruiting, Healthcare, Office Administration, 10 Key, Critical Thinking, Fax, Hiring, Employee Training, Phone Etiquette, Administrative..., Cash Flow, Coaching, Team-oriented, Inventory Control, Interviews, Clerical Skills
Education
Everest College-Dallas 2010 — 2011
Medical Assisting, Health Services/Allied Health/Health Sciences, General, 3.48
san diego school of creative and performing arts 1996 — 2003
diploma, high school
Bank of Marin January 2015 - Present
Wells Fargo Bank September 2013 - January 2015
Wells Fargo Bank January 2010 - September 2013
Union Bank January 2008 - January 2010
Business Risk Solutions Inc. 2005 - 2007
Wells Fargo Bank 1998 - 2005
FDIC 1996 - 1997
Resolution Trust Corporation 1989 - 1995
Skills
Risk Management, Financial Risk, Banking, Operational Risk..., Operational Risk, Financial Services, Bank Secrecy Act, Securities, Anti Money Laundering, Risk Assessment, Risk Analysis, Internal Controls, OFAC, KYC, Compliance, Bank Compliance, Policy Analysis, Financial Regulation, Finance, Strategic Consulting
Education
Penn State University 1973 — 1976
Bachelor's Degree, Criminal Justice
George Mason University
Business
Central Valley Community Bank June 2001 - Present
Central Valley Community Bank June 2001 - Present
Westamerica Bank 1997 - June 2001
Union Bank 1992 - 1997
Skills
Banking, Commercial Banking, Commercial Lending, Financial Analysis, Financial Risk, Underwriting, Credit, Credit Analysis, Relationship Management, Sales Management, Business Loans, Loans, Commercial Loans, Finance, Loan Origination, Financial Services, Commercial Mortgages, Commercial Real Estate, Leadership, Management, SBA
Education
Pacific Coast Banking School-University of Washington Seattle, WA (National Graduate Scho 2009 — 2011
Banking and Financial Support Services
Fresno City College
Hoover High School
Union Bank May 2015 - Present
The Resort at Pelican Hill July 2014 - May 2015
The Resort at Pelican Hill September 2012 - July 2014
The Resort at Pelican Hill January 2012 - September 2012
The Resort at Pelican Hill June 2009 - December 2011
Keystone Pacific Property Management August 2010 - April 2011
First Investors Corporation September 2007 - April 2009
Bacara Resort & Spa August 2006 - June 2007
Skills
Customer Service, Hospitality, Front Office, Conference Services, Hospitality Management, Event Management, Catering, Outlook, Hotels, Administrative..., Event Planning, Microsoft Excel, Sales, Budgets, Hospitality Industry, Resorts, Hotel Management, Management
Education
University of California, Santa Barbara 2005 — 2007
Bachelor of Business Administration (BBA)
Fullerton College 2002 — 2005
Associate of Arts (AA), Business Administration and Management, General
Various Non Profit organizations February 2007 - Present
G & J Freight, Inc. April 1998 - December 2005
Capitol Thrift and Loan Assoc. January 1992 - April 1998
Union Bank March 1974 - April 1991
Skills
Strategic Planning, Accounting, Healthcare, Volunteer Training, Volunteer Recruiting, Community Development, Community Organizing, Contract Negotiation, Team Building, Real Estate
Education
Fresno City College 1969 — 1971
Business Administration and Management, General
Red Mallard July 2008 - Present
J. Welches and Associates February 2008 - February 2015
Hobbs/Herder Advertising September 2005 - February 2008
Union Bank 2002 - 2005
Skills
Writing, Editing, Email Marketing, Web Project Management, Design Consulting, Corporate Branding, Personal Branding, Branding Development, Copywriting, Graphic Design, Brand Development, Web Design, Print Management, Market Development, Advertising, Marketing, Marketing Strategy, Strategy, Online Marketing, Publishing, Adobe Creative Suite, Leadership, Google Adwords, Management, Logo Design, SEO, Blogging, Creative Direction, Social Media Marketing, User Interface Design, Online Advertising, Social Networking, Newsletters, Digital Marketing, Sales, Digital Media, Facebook, WordPress, Google Analytics, Marketing Communications, SEM, Web Marketing, Web Analytics, Digital Strategy, Content Management, Entrepreneurship, PPC, New Media, Direct Marketing
Education
University of California, Riverside 2003 — 2005
Bachelor of Arts (B.A.), Creative Writing
Fullerton College 2000 — 2002
CIBC March 2013 - March 2014
Union Bank November 2011 - November 2012
CIBC World Markets July 2009 - December 2010
CIBC World Markets December 2008 - June 2009
CIBC World Markets June 2008 - December 2008
Karrys Bros., Limited November 2004 - July 2007
McGill University November 2001 - July 2004
Skills
Microsoft Office Tools..., Hyperion Essbase..., Financial Modeling, CA Clarity, Financial Analysis, Financial Reporting, Strategic Financial..., Strategic Planning, Accounting, Competitive Analysis, Finance, Analysis, Management, Corporate Finance, Leadership, Program Management
Education
York University - Schulich School of Business 2007 — 2008
MBA, Accounting & Finance
Essec Business School Paris
MBA, Exchange Student
McGill University 2001 — 2004
BA, Economics, Management & International Development Studies
University of Cambridge Local Examination Syndicate 1998 — 2000
A' Levels: Commerce
University of Cambridge Local Examination Syndicate 1995 — 1998
O' Levels: Commerce
CashCall, Inc. September 2012 - Present
Delbert Services Corporation September 2012 - Present
Union Bank October 2004 - January 2012
U.S. Bank April 2004 - September 2004
Citi April 2003 - April 2004
Wells Fargo Bank February 1996 - April 2003
Skills
Banking, CRM, Coaching, Customer Service, Management, Marketing, Sales, Sales Management, Customer Retention, Credit, Financial Analysis, Leadership, Microsoft Office, Loans, Process Improvement, Retail, Risk Management, Team Building, Time Management
Education
Fullerton College
Financial Accounting
Irvine Valley College
Language
Saddleback College
General
JPMorgan Chase 2009 - Present
JPMorgan Chase 2008 - 2009
J.P. Morgan Chase April 2003 - November 2008
Silicon Valley Bank 2002 - 2003
Darwall & Associates June 2000 - May 2001
BankBoston 1995 - 2000
Wells Fargo 1986 - 1995
Union Bank 1980 - 1986
Skills
Banking, Strategy, Portfolio Management, Financial Analysis, Cross-functional Team..., Financial Services, Credit Analysis, Product Management, Trade Finance, Process Improvement, Trading, Product Marketing
Education
Franklin & Marshall College 1976 — 1980
B.A.
Hospira, a Pfizer company June 2015 - Present
Hospira, a Pfizer company February 2015 - May 2015
NETGEAR August 2014 - December 2014
Union Bank July 2014 - July 2014
Aruba Networks, an HP company February 2014 - June 2014
Aruba Networks, an HP company November 2013 - February 2014
Hewlett-Packard March 2013 - May 2013
Aruba Networks, an HP company November 2012 - March 2013
Northrop Grumman Corporation July 2012 - September 2012
eMeter, A Siemens Business March 2011 - May 2011
Skills
FrameMaker, Software Documentation, Online Help, Adobe Acrobat, SnagIt, MadCap Flare, Visio, Technical Communication, Technical Writing, Editing, Microsoft Word, Microsoft Excel, PowerPoint, RoboHelp, Dreamweaver, HTML, XML, PaintShop Pro, MS Project, Illustrator, Confluence, SharePoint, Wikis, Technical Documentation, JavaScript, Java, Photoshop, Grammar, Manuals, Release Notes, Formatting Documents, Template Creation, Creative Cloud, Proofreading, Blogging, Mutual Funds, Business Correspondence, Customer Service, Legal Transfers, InDesign, Single Sourcing, Drawing, Graphics, Graphic Design, Magazine Layout Design
Education
University of California, San Diego 1991 — 1995
BA, History, Law and Society, Art History
Webster Techwriters 1999 — 2000
Certificate in Technical Writing
Foothill College 2014 — 2018
Certificate in Graphic and Interactive Design - in progress
Union Bank May 2014 - Present
Union Bank May 2013 - April 2014
Union Bank November 2012 - April 2013
Techdemocracy LLC July 2011 - July 2012
Consulting in Renewables and Energy Storage October 2010 - July 2011
xplair Technology LLC April 2009 - September 2010
National Asset Direct, Capital Markets January 2008 - May 2010
Accredited Home Lenders 2003 - 2007
Lincoln Financial Group 2000 - 2003
Skills
Business Intelligence, Vendor Management, Business Analysis, SDLC, Requirements Analysis, Integration, Project Management, Quality Assurance, PMO, Software Project..., SOA, Management, Risk Management, Agile Methodologies, Visio, Process Improvement, Project Portfolio..., Program Management, PMP, Requirements Gathering, IT Strategy
Education
Franklin University
MBA, Business Administration
Purdue University
BA, Psychology
OptumRx February 2011 - Present
Union Bank November 2009 - February 2011
Traffic Control and Safety Corp. February 2009 - October 2009
Sole Technology September 2008 - January 2009
Toyota Financial Services April 2008 - August 2008
Option One Mortgage June 2006 - February 2008
BNC Mortgage September 2005 - January 2006
Capital Group April 1999 - September 2005
Skills
Visio, Business Analysis, Vendor Management, Software Documentation, Analysis, SDLC, Requirements Analysis, Requirements Gathering, Business Requirements, System Requirements, Project Management, Business Process..., Business Intelligence
Education
Fullerton College
Associate of Arts and Sciences (AAS), Anthropology
Union Bank March 2015 - Present
FDM Group October 2013 - Present
BNP Paribas April 2014 - October 2014
US Army June 2011 - March 2013
US Army April 2010 - April 2011
US Army August 2009 - April 2010
US Army January 2009 - July 2009
Bennett Tax Service December 2007 - April 2008
Harding University January 2007 - May 2007
Skills
Visual Studio, C++, C#, Eclipse, Subversion, Java, Visio, Visual Basic, Microsoft Office, Programming, Microsoft Word, Microsoft Excel, Windows, PowerPoint, Windows 7, Troubleshooting, Software Engineering, Software Development, OOP, Python
Education
Embry-Riddle Aeronautical University 2011 — 2014
Pre-Engineering Certificate, Engineering, 3.75
Harding University 2004 — 2007
B.A., Computer Science, History minor
Washington State Community College 2002 — 2004
A.A., General Studies
Union Bank January 2011 - Present
Bank of America June 2003 - December 2010
Skills
Mortgage Lending, Loans, Loan Origination, Credit, Credit Analysis, Mortgage Banking, Underwriting, Banking, Credit Risk, Commercial Lending, Portfolio Management, Refinance, Residential Mortgages, Consumer Lending, Relationship Management, Management, Financial Analysis, Investments
Education
Pacific Coast Banking School 2013 — 2015
Banking, Corporate, Finance, and Securities Law
Emory University - Goizueta Business School 2002 — 2003
Emory University 1999 — 2003
Harvard-Westlake 1996 — 1999
First Foundation, Inc. November 2012 - Present
Union Bank April 2003 - March 2011
Paychex 2000 - 2003
Merrill Lynch 1998 - 2000
Skills
Small Business Lending, SBA, Credit, Commercial Lending, Commercial Mortgages, Commercial Banking, Portfolio Management, Entrepreneurship, Small Business, Loans, Lines Of Credit, Mortgage Lending, Asset Based Lending, Banking, Credit Analysis
Education
Essec Business School Paris / ESSEC 1995 — 1996
Bachelor of Arts (BA), International Business
San Diego State University-California State University 1990 — 1995
BA, International Business
Union Bank June 2012 - June 2014
HSBC US December 2010 - June 2012
Bank of America May 2010 - April 2011
Banc of America Investments 1999 - 2009
Skills
Retail Banking, Loan Origination, Finance, Mortgage Banking, FHA, FHA financing, Construction Loans, Residential Mortgages, Refinance, Private Banking, Portfolio Management, Small Business Lending, Financial Services
Education
Fashion Institute of Design & Merchandising
Union Bank October 2012 - Present
Regional Sustainable Development and Action-Research Group January 2004 - September 2014
Bank of America September 2008 - October 2012
Bank of America August 2006 - August 2008
Freddie Mac August 1999 - August 2006
US Army November 1994 - March 1995
US Army November 1992 - May 1993
Skills
Portfolio Management, Credit, Mortgage Lending, Financial Risk, Financial Analysis, Small Business Lending, Regulatory Requirements, Anti Money Laundering, Capital Markets, Credit Risk, SAS, Analytics
Education
George Mason University 1997 — 2000
Master's degree, Statistics
George Mason University 1986 — 1991
Bachelor of Applied Science (BASc), Economics
First Southern Bank 2001 - 2005
UNION BANK 1999 - 2001
Education
George Brown College 1998 — 2000
Union Bank May 2012 - Present
Bank of America January 2008 - March 2012
Bank of America September 2004 - December 2007
Express 2001 - 2004
Gap inc 1999 - 2001
Skills
Hiring, Talent Acquisition, Banking, Cold Calling, Sales Management, Human Resources..., New Hire Orientation, Staff Retention, Staff Management
Education
Fashion Institute of Design & Merchandising
marketing
BMO Harris Bank May 2015 - Present
Union Bank 2013 - 2015
Independent Consultant 2012 - 2012
JPMorgan Chase September 2008 - March 2011
Fannie Mae 2010 - 2011
WaMu June 2008 - September 2008
WaMu Treasury 2007 - 2008
WaMu May 2005 - October 2007
JP Morgan Chase 2001 - 2005
Skills
Portfolio Management, Capital Markets, Valuation, Credit, Hedging, Mortgage, Pricing, Asset, Derivatives, Credit Risk, Economic Capital, Fixed Income, Market Risk, Risk, Risk Management, ABS, Interest Rate Risk..., Financial Modeling, Swaps, ALM, Structured Finance, SAS, Financial Analysis, Banking, Model Validation, Securitization, Analytics, Fixed Income Products, Loans, Securities, VBA, Financial Reporting, Risk Mitigation, Bloomberg, Credit Analysis, Investments, Structured Products, Basel II, Financial Risk, Mortgage Lending, Quantitative Analytics, Retail Banking, Treasury Management, Financial Services
Education
Fudan University
M.A., International Trade
University of Florida
Ph.D., Econometrics and Finance
University of Science and Technology of China
B.S, Management Science
Reliance Trust Company July 2014 - Present
Union Bank March 2014 - July 2014
Morgan Stanley September 2004 - February 2014
MORGAN STANLEY PRIVATE BANK January 2004 - February 2014
CREDIT SUISSE ASSET MANAGEMENT January 2000 - January 2004
Littman Krooks LLP January 1994 - January 2000
Skills
Trusts, Trust Services, Estate Planning, Investments, Portfolio Management, Wills, Tax, Wealth Management..., Wealth Management, Series 7, Securities, Asset Allocation, Asset Management, Powers of Attorney, Investment Management, CRM, High Net Worth..., Retirement Planning, Equities, Investment Advisory, Private Banking, Mutual Funds, Wealth, Alternative Investments
Education
Fordham University School of Law 1990 — 1993
Juris Doctor, Law
Fordham University School of Law 1990 — 1993
Juris Doctor, Law
COLUMBIA UNIVERSITY 1986 — 1990
Bachelor of Art's Degree, History
First Republic Bank July 2007 - Present
Union Bank 2004 - 2007
IDB Bank 2001 - 2004
Skills
Banking, Real Estate, Credit, Loans, Customer Relations, Portfolio Management, Financial Analysis, Mortgage, Credit Analysis, Wealth Management, Mortgage Lending, Asset Management, Private Banking, Customer Service, Commercial Lending, Finance, Management, Investments
Education
Fordham University - Graduate School of Business Administration 1997 — 1999
MBA
Yeshiva University
Bachelor of Science (BS)
AIG June 2014 - Present
Union Bank July 2012 - June 2014
Union Bank October 2011 - July 2012
RBS Citizens Financial Group March 2011 - July 2011
State Street September 2006 - February 2009
Brown Brothers Harriman & Co. 1998 - 2006
Fidelity Investments 1996 - 1997
Scudder Investments 1988 - 1996
Skills
Management, Business Analysis, Financial Services, Vendor Management, Project Management, Business Requirements, Business Process
Education
Georgetown University 1982 — 1986
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
Disabled/Retired September 2011 - Present
Union Bank of California 2000 - September 2012
Union Bank 2000 - 2010
Chemical Bank 1994 - 1998
Ameriquest 1995 - 1996
Skills
Loans, Underwriting, Credit, Mortgage Banking, Banking, Financial Risk, FHA, Risk Management, Financial Analysis, Credit Analysis, Lines Of Credit, Consumer Lending, Loan Origination, Credit Risk, Refinance
Education
Ferris State University 1977 — 1980
Associate's degree, Accounting
Runethia October 2008 - Present
Union Bank October 2000 - October 2008
Bank of America June 1996 - September 2000
Bank of America May 1993 - May 1996
Education
Fullerton College
ReadyCap Commercial, LLC May 2013 - Present
Alliant Capital LLC December 2010 - April 2013
Union Bank May 2009 - December 2010
Merrill Lynch June 2007 - October 2008
Deutsche Bank September 2005 - June 2007
Pyramid Realty Group September 2004 - August 2005
Skills
Underwriting, Credit, Mortgage, Commercial Mortgages, Real Estate Finance, Real Estate, CMBS, Real Estate Financing, Mortgage Banking, Credit Analysis, Mortgage Lending, Real Estate Economics
Education
Emory University 1992 — 1996
BA, Economics
Union Bank March 2008 - Present
Rabobank January 2003 - March 2008
Washington Mutual Bank March 1999 - May 2001
Skills
Employee Training, Risk Assessment, Regulations, Auditing, Project Management, Policy, Retail Banking, Regulatory Compliance, exam management, issues management, Exception Based..., Office Administration, Change Management, Process Improvement, Procedure Manuals, Scope Planning, Training Material, Vendor Audit, Flood
Education
American Bankers’ Association National Compliance School 2006 — 2006
Gavilan College
MUFG Union Bank July 2013 - Present
Union Bank December 2009 - Present
Starwood Capital Group June 2008 - November 2009
Deutsche Bank April 2007 - June 2008
Wachovia Capital Markets 2003 - 2007
Skills
Financial Modeling, Capital Markets, Investments, Valuation, Asset Management, Financial Analysis, Portfolio Management, Banking, Mergers, Finance, Corporate Finance, Private Equity
Education
Emory University - Goizueta Business School
MBA, Finance
The Air Force School
Provident Bank Mortgage September 2013 - Present
Union Bank May 2010 - August 2013
wells fargo bank January 2009 - December 2009
Countrywide home Loans February 2005 - December 2009
Wells fargo Bank March 2003 - February 2005
Rode Brothers Flooring January 2002 - February 2003
Fierce Energy Production, West Hollywood, CA December 1998 - January 2002
Education
FIDM/Fashion Institute of Design & Merchandising-San Francisco 1996 — 1998
Associate of Arts (AA), Interior Design
Union Bank of California 1990 - 2009
Union Bank 1990 - 2009
Riyad Bank 1989 - 1990
Education
Fordham Gabelli School of Business 1972 — 1975
Grand River Bank April 2008 - Present
Lakeshore 504 2008 - Present
Fifth Third Bank August 2002 - March 2008
Byron Center State Bank September 1992 - August 2002
Union Bank September 1986 - September 1992
Skills
Commercial Lending, Loans, Underwriting, Credit, Banking, Risk Management, Credit Analysis, Small Business Lending, Mortgage Lending, Portfolio Management, Consumer Lending, Financial Analysis, Retail Banking, Commercial Banking, Lines Of Credit, Loan Origination, Cash Management, Treasury Management, Commercial Mortgages, FHA, Mortgage Banking, Construction Loans, Refinance, SBA, Finance, Branch Banking, Asset Based Lending, Financial Structuring, Residential Mortgages
Education
Ferris State University 1984 — 1986
BS-Mktg/Sales, Finance/Accounting/Economics
Grand Rapids Community College 1982 — 1984
Assc/Business Admin., Accounting
Union Bank August 2014 - Present
Union Bank formerly Santa Barbara Bank & Trust February 2005 - July 2013
Santa Barbara Bank & Trust October 1998 - January 2005
Kay Bee Toys September 1989 - September 1998
Skills
Banking, Disaster Recovery, SharePoint, Vendor Management, Customer Service, Data Center, Management, Windows Server, Network Security, Active Directory, Information Security, SQL, SDLC, Risk Management, Integration, Visio, VMware, IT Management, Project Management, Sarbanes-Oxley Act, Unix, System Administration, ITIL, Servers, Business Analysis, Security, Business Intelligence, Databases, Risk Assessment, Enterprise Architecture, CISSP, PeopleSoft
Education
Fashion Institute of Design & Merchandising 1985 — 1986
Associate's degree, Business Administration and Management, General, Cum Laude and Honor Roll
Santa Barbara City College 1983 — 1984
Business Administration and Management, General
salesforce.com January 2014 - May 2015
Union Bank August 2012 - January 2014
Rewardy Mobile App December 2010 - May 2011
TokBox May 2009 - December 2009
Skills
Financial Analysis, Financial Modeling, Business Development, Microsoft Excel, Analysis, Market Research, HTML5, CSS, JavaScript, jQuery, PowerPoint, Microsoft Office, AJAX, Microsoft Word, Leadership, Finance, Credit, Social Media, Sales, Financial Reporting, Outlook, Customer Service, Portfolio Management, Banking, Business Analysis, Access, Risk Management, Accounting, Business Strategy, Entrepreneurship, Management Consulting, Strategy, Corporate Finance, Data Analysis, Go-to-market Strategy, Investments, Business Analytics, Valuation, Strategic Planning, Ruby, Ruby on Rails
Education
University of Southern California 2008 — 2011
Bachelor of Science, Business Administration
General Assembly
Otis College of Art and Design
The Hong Kong University of Science and Technology
Union Bank July 2001 - Present
Perry-Smith LLP September 1994 - June 2001
Ernst & Young 1989 - 1994
Skills
Banking, Administrative..., Lotus Notes, Outlook, Credit, Commercial Banking, Loans, Visio, Office Management, Microsoft Excel, Retail Banking, Access, PowerPoint, Customer Service, Spreadsheets, Administrative..., Finance, Financial Analysis
Education
Fullerton College
Wells Fargo Capital Finance March 2013 - Present
Belk 2012 - 2013
Bank of America 2012 - 2012
Union Bank 2011 - 2012
Wells Fargo 2009 - 2010
Wachovia, A Wells Fargo Company 2007 - 2009
Wachovia, A Wells Fargo Company 2007 - 2007
Scottish Re 2006 - 2007
Wachovia, A Wells Fargo Company 2005 - 2006
Wachovia, A Wells Fargo Company 2004 - 2005
Skills
Vendor Management, Business Analysis, Program Management, SDLC, Project Management, Process Improvement, Visio, Business Intelligence, PMO, Change Management, Project Planning, Business Process..., SharePoint, Risk Management, Strategic Planning, MS Project, Software Project..., Requirements Gathering, Leadership, Manufacturing, Merchandising, Radio Broadcasting, Film Production, Broadcast Journalism, Financial Services, Energy, Art History, International Business, Global Management, Product Management, Portfolio Management, Software Development, Solution Architecture, Enterprise Architecture, Stage-Gate, Transfer Pricing, Workflow, Graphic Design, Software Design, Data Integration, Oracle, Oracle E-Business Suite, Oracle HR, Hyperion Planning, Essbase, Letters of Credit, IBM Content Manager, IBM Websphere Commerce, Servlets, Agile & Waterfall...
Education
ESMOD École Supérieure des Arts et techniques de la Mode 1991 — 1993
Design
Savannah College of Art and Design 1990 — 1991
Illustration, Design
Saint (St.) Andrew's School - Boca Raton, FL 1988 — 1990
High School
Hopewell Valley Central High School 1986 — 1988
High School
The Pennington School 1983 — 1986
Middle School
Freddie Mac September 2015 - Present
Fannie Mae September 2008 - July 2015
E*TRADE Financial Corporation September 2007 - September 2008
Bank United October 2003 - August 2007
Union Bank February 2003 - October 2003
Skills
Market Risk, Financial Analysis, Banking, Financial Modeling, DFAST, CCAR, Stress Testing, ALM, BSM, VAR, EAR, Mortgage, Prepayment, Credit Risk, Financial Risk, Financial Services, Risk Management, Management, QRM, BankWare, PolyPath, Intex, Derivatives
Education
Florida International University
Master of Science (MS), Finance
Florida International University
Bachelor of Arts (B.A.), Economics
Sabal Financial Group LP August 2014 - Present
Union Bank March 2013 - August 2014
Cathay Bank May 2012 - March 2013
Cathay Bank June 2010 - May 2012
Nocturnal Lights September 2009 - June 2010
Tien's Jewelry Co. July 2007 - December 2008
Skills
Loans, Financial Modeling, Finance, Credit, Analysis, Accounting, Real Estate, Sales, Market Research, Marketing, General Ledger, Underwriting, Customer Service, Investment Properties, Loan Servicing, Marketing Strategy, Financial Analysis, Credit Analysis, Email Marketing, Funding, Banking
Education
University of California, Irvine 2006 — 2010
B. A., Business Economics
Fudan University 2009 — 2009
Economics and Business
American Home Mortgage formerly Option One Mortgage Company November 2006 - June 2009
Ameriquest April 2004 - May 2006
ZC Sterling September 1999 - April 2004
Union Bank October 1986 - March 1997
Education
Coastline Community College
Accounting/Bookkeeping
Far Eastern University
Bachelor, Mass Communications
Neuro Brands LLC. (Drink Neuro) October 2009 - March 2013
Vitamin Water January 2006 - October 2009
Union Bank January 2005 - January 2006
Skills
Key Account Development, Sales Operations, Sales Management, Account Management, Key Account Management, Sales, Merchandising, Marketing Strategy, New Business Development, Forecasting, Direct Store Delivery, Beverage Industry, Market Planning, Retail, Distributed Team..., Brand Awareness, Marketing, Income Statement, Field Marketing, Product Marketing, Salesforce.com, Advertising, Budgets, Management, Consumer Products
Education
Fresno Pacific University 2000 — 2004
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
san joaquin memorial 1996 — 2000
Autodesk October 2014 - Present
Autodesk November 2013 - October 2014
Union Bank October 2012 - November 2013
Broadcom May 2011 - September 2012
Western Digital June 2010 - December 2010
Delta Sigma Pi - Pi Sigma Chapter January 2010 - June 2010
Merrill Lynch March 2009 - November 2009
Skills
Data Analysis, Data Management, SQL, PeopleSoft, Asset Management, Trend Analysis, Business Process, Project Management
Education
General Assembly 2015 — 2015
UX Design Program
UC Irvine, Extension 2012 — 2013
Business Analyst Certification
University of California, Irvine 2007 — 2011
BA, Business Economics, Accounting
Union Bank April 2005 - September 2012
Skills
Banking, Corporate Trust
Education
Fairleigh Dickinson University 1979 — 1981
Bachelor of Science (B.S.), Business Administration and Management, General
Cassidy Turley 2012 - October 2014
Union Bank June 2010 - March 2012
Wachovia, A Wells Fargo Company January 2008 - July 2010
Wachovia, A Wells Fargo Company January 2006 - January 2008
High Museum of Art May 2002 - October 2005
Skills
Strategic Planning, Project Management, Program Management, Process Management, Process Improvement, Cross-functional Team..., Corporate Sustainability, Sustainability Education, Green Building, Writing, Communication Skills, Retail Banking, Commercial Real Estate, Corporate Real Estate, Training Delivery, Document Drafting, Standards Development, Template Building, Strategy, Project Coordination, Facilities Management, Management, Leadership, Project Planning, Vendor Management, Budgets, Risk Management, Financial Analysis
Education
Emory University 1995 — 1999
B.A., Art History, Criticism and Conservation
Timberland Bank March 2014 - Present
Independent Metals Co 2012 - February 2014
West Coast Bank 2006 - 2012
Union Bank 1988 - 2006
JP Morgan Chase 1981 - 1987
Skills
Commercial Lending, Finance, Middle Market, Commercial Banking, Banking, Loans, Growth Capital, Treasury Management, Credit Analysis, Accounting, Credit, Portfolio Management, Cash Management, Small Business Lending, Asset Based Lending, M & A, Financial Analysis, Mergers & Acquisitions
Education
Golden Gate University 1991 — 1996
Masters in Tax, Taxation
Georgetown University
BSBA, Accounting/Finance
MUFG Union Bank July 2014 - Present
Union Bank January 2010 - June 2014
TD Bank Group October 2007 - January 2010
Union Bank July 2002 - June 2006
Chevy Chase Bank 1997 - 2002
Wachovia, A Wells Fargo Company 1990 - 1997
Skills
Auditing, Credit, Risk Management, Retail Banking, Mortgage Lending, Operational Risk, Investments, Enterprise Risk..., AML, Operational Risk..., Internal Controls, Internal Audit, Relationship Management, Mutual Funds, Consumer Lending
Education
George Mason University 1992 — 1995
MBA, MBA
University of Oklahoma 1986 — 1990
BBA, Finance
Union Bank September 2004 - Present
Union Bank January 1999 - September 2004
UBOC November 1987 - September 2004
Education
Fullerton College 1985 — 1986
Accounting
Mc Kean High School 1955 — 1959
Union Bank April 2007 - Present
Education
Fashion Institute of Design & Merchandising 2008 — 2010
AA, Marketing
Kaiser Permanente September 2015 - Present
Kaiser Permanente March 2015 - September 2015
Notre Dame de Namur University January 2013 - January 2015
Kaiser Permanente June 2014 - August 2014
Union Bank 2007 - 2010
Skills
Customer Service, Microsoft Office, Human Resources, Performance Management, Microsoft Excel, Public Speaking, PowerPoint, Sales, Outlook, Organizational Behavior, Marketing, Administration, Data Entry, Invoicing, HR Policies, Analysis, Data Analysis, ArcGIS, HR Tracs, Lotus Notes, Compliance, HIPPA, ADA, Excel, Disability Management, SharePoint, SharePoint Designer, SharePoint..., WebEx
Education
Notre Dame de Namur University 2012 — 2014
Bachelor of Science in Business Administration (BS)
Foothill College
The Everett Clinic May 2013 - Present
Everett Community College June 2011 - Present
The Everett Clinic January 2013 - February 2013
Union Bank August 2010 - April 2011
Spherion May 2010 - June 2010
Frontier Bank May 1996 - April 2010
Alfy's Corporation October 1989 - May 1996
Skills
Customer Service, Data Entry, Microsoft Office, PowerPoint, Healthcare, Outlook, Microsoft Excel, First Aid, Cpr Certified, Vital Signs, HIPAA, BLS, 10 Key, Leadership, EMR, Medical Assisting, Phlebotomy, Medical Terminology, Medication..., Injections, Office Equipment, HIV/AIDS Certification, Positive Personality, Dependable Team Player, Work Well Independently, Research, Patient Advocacy, Communication Skills, Critical Thinking, Problem Solving, Proficient Typing Skills, Medical Records, Injectable
Education
Everett Community College 2011 — 2013
Medical Assistant Certificate with Associates in Technical Arts (ATA) Degree, Honors student
Snohomish High School
Diploma
Giddens Industries May 2012 - Present
Union Bank August 2001 - April 2011
Skills
Outlook, 10 Key, Customer Service
Education
Everett Community College 2010 — 2011
Business Administration and Management, General, 3.1
Union Bank 2000 - 2005
Sears, Roebuck and Co. 1995 - 2000
INTRUST Bank 1997 - 1999
Sega in Japan 1993 - 1994
Education
Fort Hays State University
Bachelor of Arts (BA), Communication and Media Studies
Union Bank 2006 - 2011
Education
Fresno City College 2003 — 2006
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Allianz Global Investors Capital June 1996 - Present
Union Bank 1990 - June 1996
BMO Nesbitt Burns (Nesbitt Thomson Deacon Inc.) February 1989 - December 1989
Merrill Lynch 1985 - 1989
Education
George Brown College 1981 — 1983
General Business, Accounting and Finance
Union Bank June 2011 - Present
Wells Fargo Bank June 2009 - June 2011
bank of America January 1977 - January 2007
Education
Everett Community College and Everett High School
Edward Jones June 2015 - Present
Coldwell Banker Real Estate February 2015 - June 2015
Umpqua Bank August 2008 - June 2015
Union Bank October 2007 - August 2008
Bank of America August 2005 - October 2007
Skills
Consumer Lending, Small Business Lending, Cash Management, Customer Service, Compliance, Microsoft Excel, Commercial Lending, Credit Analysis, Deposits, Loans
Education
Folsom Lake College 2003 — 2007
Associate of Arts (AA), Psychology
Folsom Lake College 2003 — 2007
Associate of Arts (AA), Social Sciences
Folsom Lake College 2003 — 2007
Associate of Arts (AA), General Education Transferrable
Union Bank September 2014 - Present
JPM Chase February 2014 - Present
Drug Enforcement Administration (DEA) June 1990 - Present
Drug Enforcement Administration (DEA) June 1990 - January 2014
Skills
Anti Money Laundering, Criminal Investigations, Law Enforcement, Fraud, Criminal Justice, Evidence, Internal Investigations, Interrogation, Police, Surveillance
Education
Framingham State College 1986 — 1998
Bachelor of Arts (BA), Economics
Frandzel Robins Bloom & Csato LC June 2013 - Present
Union Bank December 2012 - May 2013
Santa Barbara Bank & Trust April 2012 - December 2012
Citi November 2002 - April 2012
California Federal Bank December 1999 - November 2002
Paul Hastings September 1989 - December 1999
Education
Georgetown University Law Center 1986 — 1989
Doctor of Law (J.D.), Cum Laude
University of California, Santa Cruz 1978 — 1983
Bachelor of Arts (B.A.), With Honors, Politics
Union Bank November 2013 - Present
Wells Fargo January 2012 - November 2013
Wells Fargo 2006 - 2012
Wells Fargo 2004 - 2006
Wells Fargo 2002 - 2004
AmericolorDye Company 1997 - 2002
Skills
Credit, Credit Analysis, Loans, Portfolio Management, Sales, Relationship Management, Management, Loan Origination, Financial Services, Banking, Commercial Banking
Education
Point Loma Nazarene University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
George Fox University 1998 — 2002
Bachelor's Degree, Business Administration & Economics