Union Bank, N.A.
Description
MUFG Union Bank is an American full-service bank with 398 branches in California, Washington and Oregon which is wholly owned by MUFG Bank. Customer service: 1 (800) 238-4486 Credit card support: 1 (888) 642-3311 Headquarters: New York City, NY Parent organization: MUFG Bank CEO: Steve Cummings (May 2015–) Revenue: 5.28 billion USD (2016)
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Union Bank, N.A. Employees
Employee
Years
Job
Industry
Mark Robeson Mark Robeson's Union Bank, N.A. Experience August 1997 - January 2012
Job Business Banking Real Estate Senior Manager at Union Bank, N.A.
Industry Banking
Experience
Union Bank, N.A. August 1997 - January 2012
California Community Reinvestment Corporation February 1993 - July 1996
Bank of America August 1978 - September 1993
Skills
Public Speaking, Strategic Planning, Commercial Real Estate, Team Building, Real Estate, Risk Management, Contract Negotiation, Strategy, Banking, Financial Analysis, Human Resources, Management, Finance, Leadership, Portfolio Management, Investments, Asset Management
Education
Stanford University Graduate School of Business 1986 — 1989
Graduate Certificate, Financial Management
Arizona State University 1968 — 1970
Master of Business Administration (MBA), Finance, General
Westminster College (MO) 1964 — 1968
Bachelor of Arts (BA), Middle Eastern Studies/Finance
Union Bank, N.A. August 1997 - January 2012
California Community Reinvestment Corporation February 1993 - July 1996
Bank of America August 1978 - September 1993
Skills
Public Speaking, Strategic Planning, Commercial Real Estate, Team Building, Real Estate, Risk Management, Contract Negotiation, Strategy, Banking, Financial Analysis, Human Resources, Management, Finance, Leadership, Portfolio Management, Investments, Asset Management
Education
Stanford University Graduate School of Business 1986 — 1989
Graduate Certificate, Financial Management
Arizona State University 1968 — 1970
Master of Business Administration (MBA), Finance, General
Westminster College (MO) 1964 — 1968
Bachelor of Arts (BA), Middle Eastern Studies/Finance
Kyle Kneubuhl Kyle Kneubuhl's Union Bank, N.A. Experience January 2009 - January 2011
Job Vice President Commercial Relationship Manager Preferred Bank
Industry Financial Services
Experience
Preferred Bank January 2015 - Present
Popular Community Bank January 2011 - Present
Popular Community Bank January 2011 - April 2014
Union Bank N.A January 2009 - January 2011
Wachovia Bank N.A. - Irvine, Ca (Multiple Headquarters) January 2003 - January 2008
Wells Fargo Bank N.A January 2001 - January 2003
Skills
Commercial Lending, Small Business Lending, Commercial Banking, SBA, Loans, Lines Of Credit, Credit, Commercial Mortgages, Banking, SBA 504, Loan Origination, Treasury Management, Retail Banking, Portfolio Management, Cash Management, Cash Flow Lending, Cross Selling, Refinance, Lockbox, Construction Loans, Commercial Finance, Middle Market, Relationship Management
Education
Santiago Canyon College
Preferred Bank January 2015 - Present
Popular Community Bank January 2011 - Present
Popular Community Bank January 2011 - April 2014
Union Bank N.A January 2009 - January 2011
Wachovia Bank N.A. - Irvine, Ca (Multiple Headquarters) January 2003 - January 2008
Wells Fargo Bank N.A January 2001 - January 2003
Skills
Commercial Lending, Small Business Lending, Commercial Banking, SBA, Loans, Lines Of Credit, Credit, Commercial Mortgages, Banking, SBA 504, Loan Origination, Treasury Management, Retail Banking, Portfolio Management, Cash Management, Cash Flow Lending, Cross Selling, Refinance, Lockbox, Construction Loans, Commercial Finance, Middle Market, Relationship Management
Education
Santiago Canyon College
Terry Ott Terry Ott's Union Bank, N.A. Experience April 2005 - July 2008
Job Senior Vice President Commercial Lending at Great Plains National Bank
Industry Banking
Experience
Great Plains National Bank February 2015 - Present
Crossfirst Bank October 2014 - February 2015
Frontier State Bank March 2009 - October 2014
Union Bank, NA April 2005 - July 2008
Southwestern Bank March 2001 - March 2005
American General Finance September 1990 - March 2001
Skills
Commercial Lending, Loans, Consumer Lending, Small Business Lending, Lines Of Credit
Education
University of Oklahoma 1985 — 1989
Bachelor of Business Administration (BBA)
University of Oklahoma 1985 — 1989
Bachelor of Business Administration (B.B.A.)
Great Plains National Bank February 2015 - Present
Crossfirst Bank October 2014 - February 2015
Frontier State Bank March 2009 - October 2014
Union Bank, NA April 2005 - July 2008
Southwestern Bank March 2001 - March 2005
American General Finance September 1990 - March 2001
Skills
Commercial Lending, Loans, Consumer Lending, Small Business Lending, Lines Of Credit
Education
University of Oklahoma 1985 — 1989
Bachelor of Business Administration (BBA)
University of Oklahoma 1985 — 1989
Bachelor of Business Administration (B.B.A.)
Denise L. Martin, CTFA Denise L. Martin, CTFA's Union Bank, N.A. Experience May 2007 - July 2014
Job Vice President, Regional Trust Team Leader at U.S. Bank
Industry Financial Services
Experience
U.S. Bank July 2014 - Present
Union Bank, N.A. May 2007 - July 2014
Trust & Estate Services of San Diego January 1998 - May 2007
Gray Cary Ware & Freidenrich March 1986 - December 1997
Seltzer, Caplan April 1983 - March 1986
Skills
Fiduciary, Tax, Estate Administration, Real Estate, Estate Law
Education
University of San Diego 1983 — 1984
Graduate Professional Certificate, Paralegal Studies
Arizona State University 1978 — 1982
Bachelor of Arts (B.A.), Music Theory and Composition
U.S. Bank July 2014 - Present
Union Bank, N.A. May 2007 - July 2014
Trust & Estate Services of San Diego January 1998 - May 2007
Gray Cary Ware & Freidenrich March 1986 - December 1997
Seltzer, Caplan April 1983 - March 1986
Skills
Fiduciary, Tax, Estate Administration, Real Estate, Estate Law
Education
University of San Diego 1983 — 1984
Graduate Professional Certificate, Paralegal Studies
Arizona State University 1978 — 1982
Bachelor of Arts (B.A.), Music Theory and Composition
Joan Varner Joan Varner's Union Bank, N.A. Experience 1980 - 1981
Job Accountant/Office Manager at Unidoor LLC
Industry Accounting
Experience
Unidoor LLC August 2014 - Present
The Bobblehead LLC June 2007 - October 2014
Superior Moving & Storage December 2013 - January 2014
Nova Blue Inc. June 2007 - October 2013
Union Bank, NA 1980 - 1981
Commerce Bank & Trust June 1979 - May 1980
Skills
Account Reconciliation, Payroll, Budgets, Auditing, Cash Management, Sarbanes-Oxley Act, Finance, Accounting, Financial Reporting, QuickBooks, Outlook, Accounts Payable, GAAP, Cost Accounting, General Ledger, Financial Statements, Peachtree, Accounts Receivable
Education
Missouri Western State University
Business Administration, Accounting
Unidoor LLC August 2014 - Present
The Bobblehead LLC June 2007 - October 2014
Superior Moving & Storage December 2013 - January 2014
Nova Blue Inc. June 2007 - October 2013
Union Bank, NA 1980 - 1981
Commerce Bank & Trust June 1979 - May 1980
Skills
Account Reconciliation, Payroll, Budgets, Auditing, Cash Management, Sarbanes-Oxley Act, Finance, Accounting, Financial Reporting, QuickBooks, Outlook, Accounts Payable, GAAP, Cost Accounting, General Ledger, Financial Statements, Peachtree, Accounts Receivable
Education
Missouri Western State University
Business Administration, Accounting
Steve Bilbrough Steve Bilbrough's Union Bank, N.A. Experience 2003 - 2011
Job Client Solutions Director at Allied Digital Services, LLC
Industry Computer & Network Security
Experience
Allied Digital Services, LLC January 2001 - Present
Union Bank N.A. 2003 - 2011
Allied Digital Services, LLC 2001 - 2011
En Pointe Technologies 2001 - 2007
Northrop Grumman July 1995 - December 2001
Skills
Managed Services, IT Outsourcing, IT Service Management, Data Center, Cloud Computing, Virtualization, Outsourcing, ITIL, Service Desk, Professional Services, Pre-sales, Vendor Management, Integration, Help Desk Support, SaaS, Disaster Recovery, Infrastructure, Servers, Information Technology, Business Process, IT Strategy
Education
UCLA
Bachelor of Science Electronics Engineering Technology (EET)
UCLA
Bachelor of Science, Electronics Engineering Technology (EET) & Business Administration
Allied Digital Services, LLC January 2001 - Present
Union Bank N.A. 2003 - 2011
Allied Digital Services, LLC 2001 - 2011
En Pointe Technologies 2001 - 2007
Northrop Grumman July 1995 - December 2001
Skills
Managed Services, IT Outsourcing, IT Service Management, Data Center, Cloud Computing, Virtualization, Outsourcing, ITIL, Service Desk, Professional Services, Pre-sales, Vendor Management, Integration, Help Desk Support, SaaS, Disaster Recovery, Infrastructure, Servers, Information Technology, Business Process, IT Strategy
Education
UCLA
Bachelor of Science Electronics Engineering Technology (EET)
UCLA
Bachelor of Science, Electronics Engineering Technology (EET) & Business Administration
Greg Char's Union Bank, N.A. Experience January 2008 - May 2011
Job Vice President Senior Business Analyst at The Bank of Tokyo Mitsubishi UFJ
Industry Banking
Experience
MUFG Americas January 2012 - Present
Bank of Tokyo-Mitsubishi UFJ June 2011 - January 2012
Union Bank, NA January 2008 - May 2011
Union Bank March 2001 - May 2011
Bank of America June 1993 - October 2000
Skills
Strategy, Policy, Analysis, Risk Management, Banking, Strategic Planning, Core Banking, Process Improvement, Financial Services, Operational Risk..., Commercial Banking, Change Management, Compliance, Management
Education
Loyola Marymount University 1987 — 1991
Bachelor's, English, Classical Civilizations, Choral Music
Punahou School 1981 — 1987
MUFG Americas January 2012 - Present
Bank of Tokyo-Mitsubishi UFJ June 2011 - January 2012
Union Bank, NA January 2008 - May 2011
Union Bank March 2001 - May 2011
Bank of America June 1993 - October 2000
Skills
Strategy, Policy, Analysis, Risk Management, Banking, Strategic Planning, Core Banking, Process Improvement, Financial Services, Operational Risk..., Commercial Banking, Change Management, Compliance, Management
Education
Loyola Marymount University 1987 — 1991
Bachelor's, English, Classical Civilizations, Choral Music
Punahou School 1981 — 1987
Ray C. Cherry Ray C. Cherry's Union Bank, N.A. Experience 1993 - Present
Job Vice President at Union Bank, N.A.
Industry Investment Management
Experience
MUFG Union Bank, N.A. September 1993 - Present
Union Bank, N.A. 1993 - Present
Skills
Estate Planning, High Net Worth..., Credit, Investments, Series 7, Wealth Management..., Wealth Management, Trust Services, Asset Management, Asset Managment, Private Banking, Portfolio Management, Banking, Financial Services, Investment Advisory, Investment Management, Insurance, Asset Allocation, Risk Management, Wealth, Retirement Planning
Education
University of Arizona 1981 — 1986
Bachelors, Finance
MUFG Union Bank, N.A. September 1993 - Present
Union Bank, N.A. 1993 - Present
Skills
Estate Planning, High Net Worth..., Credit, Investments, Series 7, Wealth Management..., Wealth Management, Trust Services, Asset Management, Asset Managment, Private Banking, Portfolio Management, Banking, Financial Services, Investment Advisory, Investment Management, Insurance, Asset Allocation, Risk Management, Wealth, Retirement Planning
Education
University of Arizona 1981 — 1986
Bachelors, Finance
Sally Enloe Ford Sally Enloe Ford's Union Bank, N.A. Experience 2008 - October 2010
Job Vice President, Treasury Management Commercial Sales Consultant at U.S. Bank
Industry Banking
Experience
U.S. Bank January 2015 - Present
Union Bank October 2010 - January 2015
Union Bank N.A. 2008 - October 2010
Landmark Education 2008 - 2008
Bank of America 2006 - 2008
R.H. Donnelley Inc 2005 - 2006
Skills
Financial Modeling, Treasury Management, Cash Management, Banking, Commercial Banking, Financial Analysis, Relationship Management, Portfolio Management, Finance, Corporate Finance, Process Improvement, Forecasting, Financial Services
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
B.S., Business Administration
U.S. Bank January 2015 - Present
Union Bank October 2010 - January 2015
Union Bank N.A. 2008 - October 2010
Landmark Education 2008 - 2008
Bank of America 2006 - 2008
R.H. Donnelley Inc 2005 - 2006
Skills
Financial Modeling, Treasury Management, Cash Management, Banking, Commercial Banking, Financial Analysis, Relationship Management, Portfolio Management, Finance, Corporate Finance, Process Improvement, Forecasting, Financial Services
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
B.S., Business Administration
Jesse Sandoval Jesse Sandoval's Union Bank, N.A. Experience November 2000 - July 2014
Job Senior Vice President Group Manager at East West Bank
Industry Banking
Experience
East West Bank March 2015 - Present
MUFG Americas January 2014 - February 2015
Union Bank N.A. November 2000 - July 2014
City National Bank 1998 - 2000
Skills
ACH, Lockbox, Treasury Management, Checks, Payments, Cash Management, Electronic Payments, Internet Banking, Treasury Services, Payment Systems, Commercial Banking, Liquidity Management, Financial Services, Financial Institutions, Banking, Debit Cards, Retail Banking, Relationship Management, Payment Card Processing, Merchant Services, Risk Management
Education
California State University-Los Angeles
East West Bank March 2015 - Present
MUFG Americas January 2014 - February 2015
Union Bank N.A. November 2000 - July 2014
City National Bank 1998 - 2000
Skills
ACH, Lockbox, Treasury Management, Checks, Payments, Cash Management, Electronic Payments, Internet Banking, Treasury Services, Payment Systems, Commercial Banking, Liquidity Management, Financial Services, Financial Institutions, Banking, Debit Cards, Retail Banking, Relationship Management, Payment Card Processing, Merchant Services, Risk Management
Education
California State University-Los Angeles
Katrina McLean Katrina McLean's Union Bank, N.A. Experience June 2009 - February 2011
Job Senior Vice President & Industry Manager, Specialty Deposit Services at East West Bank
Industry Financial Services
Experience
East West Bank October 2014 - Present
East West Bank March 2014 - Present
East West Bank January 2012 - Present
East West Bank February 2011 - January 2012
Union Bank, N.A. June 2009 - February 2011
Union Bank, N.A. August 2004 - February 2011
Skills
Deposits, Commercial Banking, Business Development, Banking, Due Diligence, Financial Modeling, Finance, Restructuring, Strategic Planning, Corporate Finance
Education
San Francisco State University
East West Bank October 2014 - Present
East West Bank March 2014 - Present
East West Bank January 2012 - Present
East West Bank February 2011 - January 2012
Union Bank, N.A. June 2009 - February 2011
Union Bank, N.A. August 2004 - February 2011
Skills
Deposits, Commercial Banking, Business Development, Banking, Due Diligence, Financial Modeling, Finance, Restructuring, Strategic Planning, Corporate Finance
Education
San Francisco State University
Giancarlo Vestri Giancarlo Vestri's Union Bank, N.A. Experience July 2005 - Present
Job Vice President, Union Bank N.A.
Industry International Trade and Development
Experience
Union Bank, N.A. July 2005 - Present
Bank of America N. A. June 1985 - June 2005
Skills
International Trade, Trade Finance, Banking, Negotiation, Commercial Banking, Capital Markets, Export, Credit, Asset Based Lending, Portfolio Management, Credit Analysis, Commercial Lending, Treasury Management, Financial Analysis
Education
Saint Mary's College of California 1990 — 1991
Executive MBA
University of San Francisco 1982 — 1983
BA
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires'
Union Bank, N.A. July 2005 - Present
Bank of America N. A. June 1985 - June 2005
Skills
International Trade, Trade Finance, Banking, Negotiation, Commercial Banking, Capital Markets, Export, Credit, Asset Based Lending, Portfolio Management, Credit Analysis, Commercial Lending, Treasury Management, Financial Analysis
Education
Saint Mary's College of California 1990 — 1991
Executive MBA
University of San Francisco 1982 — 1983
BA
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires'
Jo-Ann Shaw, CSOP's Union Bank, N.A. Experience May 2008 - August 2012
Job Vice President, Senior Account Manager at US Bank
Industry Financial Services
Experience
US Bank September 2012 - Present
Union Bank, N.A. May 2008 - August 2012
BISNet August 2003 - May 2008
Thomas, Wirig, Doll & Company, CPAs February 1998 - August 2003
Skills
Pensions
Education
California State University-East Bay 1992 — 1995
BS, Business
US Bank September 2012 - Present
Union Bank, N.A. May 2008 - August 2012
BISNet August 2003 - May 2008
Thomas, Wirig, Doll & Company, CPAs February 1998 - August 2003
Skills
Pensions
Education
California State University-East Bay 1992 — 1995
BS, Business
Ed Henry Ed Henry's Union Bank, N.A. Experience May 1993 - June 2006
Job Chairman Verado Energy, Inc.
Industry Investment Management
Experience
Verado Energy, Inc. May 2005 - Present
Patheco, Inc. 2005 - Present
National Stock Yards, Inc. May 2001 - Present
Union Bank, NA May 1993 - June 2006
Prosperity Bank 2004 - 2005
Abrams Centre National Bank 1997 - 2004
Skills
Financial Modeling, Real Estate, Loans, Mergers, Due Diligence, Financial Analysis, Investments, Insurance, Portfolio Management, New Business Development, Banking, Strategic Financial..., Asset Management, Equities, Securities, Private Equity, Hedge Funds, Fixed Income, Alternative Investments, Series 7, Mergers, Strategy, Entrepreneurship
Education
Southern Methodist University 1984 — 1988
BA, Political Science
Portsmouth Abbey School 1982 — 1984
Verado Energy, Inc. May 2005 - Present
Patheco, Inc. 2005 - Present
National Stock Yards, Inc. May 2001 - Present
Union Bank, NA May 1993 - June 2006
Prosperity Bank 2004 - 2005
Abrams Centre National Bank 1997 - 2004
Skills
Financial Modeling, Real Estate, Loans, Mergers, Due Diligence, Financial Analysis, Investments, Insurance, Portfolio Management, New Business Development, Banking, Strategic Financial..., Asset Management, Equities, Securities, Private Equity, Hedge Funds, Fixed Income, Alternative Investments, Series 7, Mergers, Strategy, Entrepreneurship
Education
Southern Methodist University 1984 — 1988
BA, Political Science
Portsmouth Abbey School 1982 — 1984
Kazuo Shirai Kazuo Shirai's Union Bank, N.A. Experience May 2005 - July 2010
Job Director, Chief Dealer Investment Banking and Markets at MUFG Union Bank.
Industry Banking
Experience
Union Bank August 2010 - Present
Union Bank, N.A. May 2005 - July 2010
Mitsubishi Trust & Banking May 2001 - May 2005
Sakura Bank 1990 - 2001
Skills
FX Options, Derivatives, Trading, Portfolio Management, Fixed Income, Risk Management, Hedging, Options, Financial Risk, Financial Markets, Bloomberg, Swaps, Financial Modeling, Money Market, Commodity
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2006 — 2009
MBA, Finance
Arizona State University 1984 — 1986
BS, Industrial Technology
Saddleback College
UCI
Union Bank August 2010 - Present
Union Bank, N.A. May 2005 - July 2010
Mitsubishi Trust & Banking May 2001 - May 2005
Sakura Bank 1990 - 2001
Skills
FX Options, Derivatives, Trading, Portfolio Management, Fixed Income, Risk Management, Hedging, Options, Financial Risk, Financial Markets, Bloomberg, Swaps, Financial Modeling, Money Market, Commodity
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2006 — 2009
MBA, Finance
Arizona State University 1984 — 1986
BS, Industrial Technology
Saddleback College
UCI
Tim Farrell Tim Farrell's Union Bank, N.A. Experience December 2008 - October 2010
Job Vice President at HSBC
Industry Banking
Experience
HSBC October 2010 - Present
Union Bank, N.A. December 2008 - October 2010
Wachovia September 2005 - December 2008
JPMorgan Chase 1988 - 2005
Skills
Solution Selling, Project Management, Treasury Management, Business Analysis, Sales, Management, New Business Development, Cash Management, Strategy, Business Development, Analysis, Banking, Finance, Risk Management, Portfolio Management, Financial Services, Relationship Management, Investments, Commercial Banking, Treasury Services, FX Options
Education
Fairfield University 1983 — 1987
HSBC October 2010 - Present
Union Bank, N.A. December 2008 - October 2010
Wachovia September 2005 - December 2008
JPMorgan Chase 1988 - 2005
Skills
Solution Selling, Project Management, Treasury Management, Business Analysis, Sales, Management, New Business Development, Cash Management, Strategy, Business Development, Analysis, Banking, Finance, Risk Management, Portfolio Management, Financial Services, Relationship Management, Investments, Commercial Banking, Treasury Services, FX Options
Education
Fairfield University 1983 — 1987
Kent T. Truong's Union Bank, N.A. Experience September 2008 - May 2010
Job Project Manager at MUFG Union Bank, N.A.
Industry Banking
Experience
MUFG Union Bank, N.A. December 2010 - Present
Union Bank, N.A. September 2008 - May 2010
PMI CA Inland Empire Chapter November 2004 - December 2008
PFF Bank & Trust (US Bank) October 2002 - August 2008
Commercial Federal Bank (Bank of the West) April 1998 - September 2002
Skills
Project Management, Cross-functional Team..., Risk Management, Budgets, Software Project..., Strategy, Business Requirements, Project Portfolio..., Visio, Banking, Process Improvement, Management, PMP, Business Analysis, MS Project, Vendor Management, SDLC, Leadership, Time Management, Portfolio Management, Resource Management, Continuous Improvement, Program Management, Governance, Project Delivery
Education
Creighton University 2000 — 2002
MBA
University of California, Santa Barbara 1991 — 1995
BA
Rosemead High School
MUFG Union Bank, N.A. December 2010 - Present
Union Bank, N.A. September 2008 - May 2010
PMI CA Inland Empire Chapter November 2004 - December 2008
PFF Bank & Trust (US Bank) October 2002 - August 2008
Commercial Federal Bank (Bank of the West) April 1998 - September 2002
Skills
Project Management, Cross-functional Team..., Risk Management, Budgets, Software Project..., Strategy, Business Requirements, Project Portfolio..., Visio, Banking, Process Improvement, Management, PMP, Business Analysis, MS Project, Vendor Management, SDLC, Leadership, Time Management, Portfolio Management, Resource Management, Continuous Improvement, Program Management, Governance, Project Delivery
Education
Creighton University 2000 — 2002
MBA
University of California, Santa Barbara 1991 — 1995
BA
Rosemead High School
Marcos A. Tapia Marcos A. Tapia's Union Bank, N.A. Experience 2010 - 2012
Job JD
Industry Law Practice
Experience
Rivera Law Group PC January 2015 - May 2015
United States Court of Appeals for the Ninth Circuit August 2014 - December 2014
Wood, Smith, Henning & Berman LLP June 2014 - July 2014
Snell & Wilmer LLP January 2014 - May 2014
United States District Court for the District of Arizona May 2013 - August 2013
Phoenix School of Law (Arizona Summit Law School) January 2013 - May 2013
Union Bank NA 2010 - 2012
Skills
PowerPoint, Legal Research, Microsoft Word, Microsoft Office, Legal Writing, Spanish, Administrative..., Insurance, Time Management, Public Speaking, Editing, Outlook, French, Data Entry, Courts, Customer Service, Research
Education
Arizona State University College of Law 2013 — 2015
Doctor of Law (J.D.), Law
Rivera Law Group PC January 2015 - May 2015
United States Court of Appeals for the Ninth Circuit August 2014 - December 2014
Wood, Smith, Henning & Berman LLP June 2014 - July 2014
Snell & Wilmer LLP January 2014 - May 2014
United States District Court for the District of Arizona May 2013 - August 2013
Phoenix School of Law (Arizona Summit Law School) January 2013 - May 2013
Union Bank NA 2010 - 2012
Skills
PowerPoint, Legal Research, Microsoft Word, Microsoft Office, Legal Writing, Spanish, Administrative..., Insurance, Time Management, Public Speaking, Editing, Outlook, French, Data Entry, Courts, Customer Service, Research
Education
Arizona State University College of Law 2013 — 2015
Doctor of Law (J.D.), Law
Michael Vasto Michael Vasto's Union Bank, N.A. Experience August 2008 - December 2010
Job Credit Ratings Associate at Standard & Poor's
Industry Banking
Experience
Standard & Poor's July 2015 - Present
Union Bank March 2014 - July 2015
Union Bank December 2010 - February 2014
Union Bank, N.A. August 2008 - December 2010
Union Bank, N.A. October 2006 - August 2008
Jules & Associates, Inc July 2006 - August 2006
Skills
Commercial Banking, Credit Analysis, Portfolio Management, Credit, Loans, Banking, Credit Risk, Financial Analysis, Relationship Management
Education
UC Berkeley 2012 — 2015
Master of Business Administration (MBA), Finance, General
University of Southern California 2002 — 2006
Bachelor of Arts (B.A.), Economics
Standard & Poor's July 2015 - Present
Union Bank March 2014 - July 2015
Union Bank December 2010 - February 2014
Union Bank, N.A. August 2008 - December 2010
Union Bank, N.A. October 2006 - August 2008
Jules & Associates, Inc July 2006 - August 2006
Skills
Commercial Banking, Credit Analysis, Portfolio Management, Credit, Loans, Banking, Credit Risk, Financial Analysis, Relationship Management
Education
UC Berkeley 2012 — 2015
Master of Business Administration (MBA), Finance, General
University of Southern California 2002 — 2006
Bachelor of Arts (B.A.), Economics
Sara Peterson, CAMS's Union Bank, N.A. Experience February 2011 - June 2013
Job AML Compliance Professional
Industry Banking
Experience
Western Union July 2013 - July 2015
Union Bank, NA February 2011 - June 2013
Union Bank April 2007 - February 2011
Landmark National Bank May 2006 - April 2007
La Jolla Bank January 2005 - April 2006
Washington Mutual, Inc. May 2002 - January 2005
Skills
OFAC, KYC, Banking, Risk Management, AML, Compliance, Training, Project Management, Internal Audit, Bank Secrecy Act, Financial Services, Due Diligence, Risk Assessment, Auditing, USA PATRIOT Act, Anti Money Laundering
Education
San Diego State University-California State University 1999 — 2004
BS, Business Administration--Financial Services, Studio Art
San Diego City College 2008 — 2010
Certificate of Achievement, Cosmetology
Western Union July 2013 - July 2015
Union Bank, NA February 2011 - June 2013
Union Bank April 2007 - February 2011
Landmark National Bank May 2006 - April 2007
La Jolla Bank January 2005 - April 2006
Washington Mutual, Inc. May 2002 - January 2005
Skills
OFAC, KYC, Banking, Risk Management, AML, Compliance, Training, Project Management, Internal Audit, Bank Secrecy Act, Financial Services, Due Diligence, Risk Assessment, Auditing, USA PATRIOT Act, Anti Money Laundering
Education
San Diego State University-California State University 1999 — 2004
BS, Business Administration--Financial Services, Studio Art
San Diego City College 2008 — 2010
Certificate of Achievement, Cosmetology
Brook BrodehlToor Brook BrodehlToor's Union Bank, N.A. Experience June 2007 - Present
Job Branch Manager VP MUFG Union Bank
Industry Banking
Experience
Union Bank N.A. June 2007 - Present
U.S. Bank August 2004 - June 2007
Washington Mutual 2003 - 2004
The Golden 1 Credit Union 1998 - 2002
Skills
Small Business Lending, Retail Banking, Credit, Loans, Consumer Lending, Lines Of Credit, Branch Banking, Mortgage Lending, Loan Origination, Credit Analysis, Banking, Mortgage Banking, Commercial Banking, Commercial Lending, Branch Management, Relationship Management, Management
Education
Ashford University
Union Bank N.A. June 2007 - Present
U.S. Bank August 2004 - June 2007
Washington Mutual 2003 - 2004
The Golden 1 Credit Union 1998 - 2002
Skills
Small Business Lending, Retail Banking, Credit, Loans, Consumer Lending, Lines Of Credit, Branch Banking, Mortgage Lending, Loan Origination, Credit Analysis, Banking, Mortgage Banking, Commercial Banking, Commercial Lending, Branch Management, Relationship Management, Management
Education
Ashford University
Clark D. Griffith's Union Bank, N.A. Experience November 2008 - August 2010
Job President, Hana Business Capital, LLC
Industry Financial Services
Experience
Hana Financial, Inc. January 2015 - Present
GE Capital August 2010 - December 2014
Union Bank, N.A. November 2008 - August 2010
GE Commercial Finance July 2005 - November 2008
GE Commercial Finance January 2003 - July 2005
GE Capital July 2000 - January 2003
Intradex Corporation 1997 - 2000
Sotetsu Holdings, Inc. September 1991 - September 1997
Prudential California Realty February 1988 - September 1991
Skills
Corporate Finance, Capital Markets, Structured Finance, Portfolio Management, Risk Management, Mergers & Acquisitions, Leveraged Finance, Finance, Asset Based Lending, Loans, Strategy, Financial Risk, Financial Structuring, Financial Services, Securitization, Entrepreneurship, International Finance, Commercial Finance, Restructuring, Emerging Markets, Financial Modeling, Investments, Due Diligence, Credit, Commercial Banking, Asset Management, Credit Analysis, Valuation, Investment Banking, Credit Risk, Equities, Securities, Banking, Private Equity, Project Finance, Hedge Funds, Alternative Investments, Fixed Income, Derivatives, Syndications
Education
Columbia University 1998 — 2000
MA
Columbia University - School of International and Public Affairs 1998 — 1999
Advanced Certificate
San Diego State University 1986 — 1991
BA
Hana Financial, Inc. January 2015 - Present
GE Capital August 2010 - December 2014
Union Bank, N.A. November 2008 - August 2010
GE Commercial Finance July 2005 - November 2008
GE Commercial Finance January 2003 - July 2005
GE Capital July 2000 - January 2003
Intradex Corporation 1997 - 2000
Sotetsu Holdings, Inc. September 1991 - September 1997
Prudential California Realty February 1988 - September 1991
Skills
Corporate Finance, Capital Markets, Structured Finance, Portfolio Management, Risk Management, Mergers & Acquisitions, Leveraged Finance, Finance, Asset Based Lending, Loans, Strategy, Financial Risk, Financial Structuring, Financial Services, Securitization, Entrepreneurship, International Finance, Commercial Finance, Restructuring, Emerging Markets, Financial Modeling, Investments, Due Diligence, Credit, Commercial Banking, Asset Management, Credit Analysis, Valuation, Investment Banking, Credit Risk, Equities, Securities, Banking, Private Equity, Project Finance, Hedge Funds, Alternative Investments, Fixed Income, Derivatives, Syndications
Education
Columbia University 1998 — 2000
MA
Columbia University - School of International and Public Affairs 1998 — 1999
Advanced Certificate
San Diego State University 1986 — 1991
BA
Marcos Briseño Marcos Briseño's Union Bank, N.A. Experience February 2005 - May 2011
Job RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets March 2013 - Present
Wells Fargo May 2012 - August 2012
Union Bank N.A. February 2005 - May 2011
Skills
Finance, Investment Banking, Commercial Banking, Financial Modeling, Structured Finance, Deal Execution, Microsoft Office, VBA, Accounting, Research, Capital Project Planning, M&A, LBO, Business Development, Strategic Planning, Risk, Credit Analysis, Portfolio Management, Spanish, Loan Origination
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2013
Bachelor of Science (B.S.)
RBC Capital Markets March 2013 - Present
Wells Fargo May 2012 - August 2012
Union Bank N.A. February 2005 - May 2011
Skills
Finance, Investment Banking, Commercial Banking, Financial Modeling, Structured Finance, Deal Execution, Microsoft Office, VBA, Accounting, Research, Capital Project Planning, M&A, LBO, Business Development, Strategic Planning, Risk, Credit Analysis, Portfolio Management, Spanish, Loan Origination
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2013
Bachelor of Science (B.S.)
Eric Brecher, Esq., CES(r) Eric Brecher, Esq., CES(r)'s Union Bank, N.A. Experience August 2009 - September 2011
Job 1031 Exchange Services at City National Bank
Industry Banking
Experience
City National Bank September 2011 - Present
Union Bank, N.A. August 2009 - September 2011
WaMu 1031 Exchange May 2007 - June 2009
Bayview Financial 2005 - 2007
Skills
Real Estate, Cash Management, Banking, 1031 Exchanges, New Business Development, Strategic Thinking, Negotiation
Education
Quinnipiac University School of Law 1992 — 1995
Boston University School of Management 1988 — 1991
B.S.B.A., Business
Great Neck North
City National Bank September 2011 - Present
Union Bank, N.A. August 2009 - September 2011
WaMu 1031 Exchange May 2007 - June 2009
Bayview Financial 2005 - 2007
Skills
Real Estate, Cash Management, Banking, 1031 Exchanges, New Business Development, Strategic Thinking, Negotiation
Education
Quinnipiac University School of Law 1992 — 1995
Boston University School of Management 1988 — 1991
B.S.B.A., Business
Great Neck North
Jonathan Carlysle Jonathan Carlysle's Union Bank, N.A. Experience September 2006 - March 2014
Job Director & Industry Manager at MUFG Americas
Industry Financial Services
Experience
MUFG Americas March 2014 - Present
Union Bank, N.A. September 2006 - March 2014
KeyCorp June 2000 - August 2006
KeyBank April 1997 - May 2000
KeyBank September 1992 - March 1997
Signet Bank September 1989 - August 1992
Skills
Banking, Treasury Management, Cash Management, Commercial Banking, Credit Analysis, Retail Banking, Derivatives, Private Banking, Loans, Credit Risk, Investments, ACH, Credit, Small Business Lending, Portfolio Management, Commercial Lending, Treasury Services, Capital Markets, Relationship Management, Deposits, Lines Of Credit
Education
Pacific Coast Banking School 2008 — 2010
Finance / Banking
Regis University
B.S., Accounting, Finance
MUFG Americas March 2014 - Present
Union Bank, N.A. September 2006 - March 2014
KeyCorp June 2000 - August 2006
KeyBank April 1997 - May 2000
KeyBank September 1992 - March 1997
Signet Bank September 1989 - August 1992
Skills
Banking, Treasury Management, Cash Management, Commercial Banking, Credit Analysis, Retail Banking, Derivatives, Private Banking, Loans, Credit Risk, Investments, ACH, Credit, Small Business Lending, Portfolio Management, Commercial Lending, Treasury Services, Capital Markets, Relationship Management, Deposits, Lines Of Credit
Education
Pacific Coast Banking School 2008 — 2010
Finance / Banking
Regis University
B.S., Accounting, Finance
Sywn Yi (Christina) Hsiao Sywn Yi (Christina) Hsiao's Union Bank, N.A. Experience October 2010 - June 2014
Job Global Business Relationships / IT Product Management/Risk Management Professional
Industry Information Technology and Services
Experience
MUFG Americas July 2014 - Present
Union Bank N.A. October 2010 - June 2014
Citibank 2002 - 2009
Citibank 2000 - 2002
Citibank 1997 - 2000
Skills
Risk Management, Cross-functional Team..., SDLC, Vendor Management, Business Analysis, Program Management, Banking, IT Strategy, IT Enabled Business..., Computer Security
Education
University of Southern California
Master of Science
MUFG Americas July 2014 - Present
Union Bank N.A. October 2010 - June 2014
Citibank 2002 - 2009
Citibank 2000 - 2002
Citibank 1997 - 2000
Skills
Risk Management, Cross-functional Team..., SDLC, Vendor Management, Business Analysis, Program Management, Banking, IT Strategy, IT Enabled Business..., Computer Security
Education
University of Southern California
Master of Science
Mark Brutto's Union Bank, N.A. Experience June 2001 - May 2011
Job Senior Vice President at Northern Trust
Industry Banking
Experience
Northern Trust June 2011 - Present
Union Bank, N.A. June 2001 - May 2011
Imperial Bank October 1996 - June 2001
Skills
Commercial Lending, Loans, Commercial Banking, Banking, Credit, Credit Analysis, Portfolio Management, Asset Based Lending, Credit Risk, Underwriting, Small Business Lending, Finance
Education
The Ohio State University - The Max M. Fisher College of Business
B.S., Finance
UCLA Anderson School of Management
MBA, Finance
Northern Trust June 2011 - Present
Union Bank, N.A. June 2001 - May 2011
Imperial Bank October 1996 - June 2001
Skills
Commercial Lending, Loans, Commercial Banking, Banking, Credit, Credit Analysis, Portfolio Management, Asset Based Lending, Credit Risk, Underwriting, Small Business Lending, Finance
Education
The Ohio State University - The Max M. Fisher College of Business
B.S., Finance
UCLA Anderson School of Management
MBA, Finance
Christine Armani's Union Bank, N.A. Experience August 2010 - September 2013
Job Senior Managing Consultant at PFM
Industry Investment Management
Experience
PFM June 2015 - Present
Union Bank N.A. August 2010 - September 2013
BNP Paribas May 2005 - July 2010
Skills
Capital Markets, Finance, Financial Modeling, Credit Analysis, Fixed Income, Investment Banking, Portfolio Management
Education
St. Peter's College 2003 — 2005
MBA
Saint Peter's University 1997 — 2001
BS, Int'l Business/Economics
PFM June 2015 - Present
Union Bank N.A. August 2010 - September 2013
BNP Paribas May 2005 - July 2010
Skills
Capital Markets, Finance, Financial Modeling, Credit Analysis, Fixed Income, Investment Banking, Portfolio Management
Education
St. Peter's College 2003 — 2005
MBA
Saint Peter's University 1997 — 2001
BS, Int'l Business/Economics
Lou A. Paone's Union Bank, N.A. Experience July 2011 - Present
Job Accounts Payable Manager at Union Bank N.A.
Industry Banking
Experience
Union Bank N.A. July 2011 - Present
Morrison & Foerster LLP June 2010 - June 2011
SVB Financial Group December 2005 - June 2010
MACROVISION CORPORATION August 2004 - July 2005
BARCLAYS GLOBAL INVESTORS January 1999 - April 2004
Skills
Accounting, Sarbanes-Oxley Act, Cash Management, Accounts Payable, PeopleSoft, Finance, Banking, Management, ERP, Financial Reporting, Account Reconciliation, Internal Controls, Leadership, Financial Analysis, General Ledger, Payroll, Sarbanes-Oxley, Cash Flow, Accounts Receivable
Education
University of Phoenix
Business Management
Union Bank N.A. July 2011 - Present
Morrison & Foerster LLP June 2010 - June 2011
SVB Financial Group December 2005 - June 2010
MACROVISION CORPORATION August 2004 - July 2005
BARCLAYS GLOBAL INVESTORS January 1999 - April 2004
Skills
Accounting, Sarbanes-Oxley Act, Cash Management, Accounts Payable, PeopleSoft, Finance, Banking, Management, ERP, Financial Reporting, Account Reconciliation, Internal Controls, Leadership, Financial Analysis, General Ledger, Payroll, Sarbanes-Oxley, Cash Flow, Accounts Receivable
Education
University of Phoenix
Business Management
Brandon Averill's Union Bank, N.A. Experience 2005 - 2010
Job CFP®, CIPM, Finance Professional
Industry Investment Management
Experience
Athlete Wealth Management August 2010 - Present
Penniall & Associates 2010 - Present
Union Bank of California October 2005 - March 2010
Union Bank N.A. 2005 - 2010
Gateway Grizzlies Baseball May 2005 - August 2005
Houston Astros June 2004 - March 2005
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Series 7, Securities, Investments, Portfolio Management, 401k, Retirement, Financial Analysis, Insurance, Asset Management
Education
University of California, Los Angeles 2000 — 2004
Bachelor of Arts (B.A.)
Athlete Wealth Management August 2010 - Present
Penniall & Associates 2010 - Present
Union Bank of California October 2005 - March 2010
Union Bank N.A. 2005 - 2010
Gateway Grizzlies Baseball May 2005 - August 2005
Houston Astros June 2004 - March 2005
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Series 7, Securities, Investments, Portfolio Management, 401k, Retirement, Financial Analysis, Insurance, Asset Management
Education
University of California, Los Angeles 2000 — 2004
Bachelor of Arts (B.A.)
Carl Boyd's Union Bank, N.A. Experience June 1997 - Present
Job Director, MUFG Union Bank, N.A.
Industry Banking
Experience
Union Bank, N.A. June 1997 - Present
Wells Fargo Bank September 1989 - April 1997
Skills
Treasury Management, Strategic Financial..., Investments, Nonprofits, Commercial Banking, Banking, Securities, Asset Management, Credit Analysis, Bonds, Financial Services, Portfolio Management, Mergers & Acquisitions, Bloomberg, Fixed Income, Capital Markets, Credit, Leadership, Series 7, Cash Management, Financial Modeling, Mergers, Small Business Lending, Finance, Strategic Planning, Commercial Lending, Investment Banking, Loans, Financial Analysis, Risk Management, Corporate Law, Private Banking, Retail Banking, Relationship Management, Mutual Funds
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Finance
Eckerd College
BA, Business Management
Union Bank, N.A. June 1997 - Present
Wells Fargo Bank September 1989 - April 1997
Skills
Treasury Management, Strategic Financial..., Investments, Nonprofits, Commercial Banking, Banking, Securities, Asset Management, Credit Analysis, Bonds, Financial Services, Portfolio Management, Mergers & Acquisitions, Bloomberg, Fixed Income, Capital Markets, Credit, Leadership, Series 7, Cash Management, Financial Modeling, Mergers, Small Business Lending, Finance, Strategic Planning, Commercial Lending, Investment Banking, Loans, Financial Analysis, Risk Management, Corporate Law, Private Banking, Retail Banking, Relationship Management, Mutual Funds
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Finance
Eckerd College
BA, Business Management
Bradley Rogus's Union Bank, N.A. Experience 2007 - 2011
Job Senior Compliance Officer at MUFG Union Bank, N.A.
Industry Financial Services
Experience
MUFG Union Bank, N.A. July 2014 - Present
Union Bank December 2012 - Present
Union Bank November 2011 - December 2012
Union Bank June 1998 - November 2011
Union Bank June 1998 - May 2011
Union Bank, N.A. 2007 - 2011
Skills
Commercial Lending, Commercial Banking, Credit, Banking, Loan Origination, Risk Management, Portfolio Management, Relationship Management, Real Estate, Commercial Mortgages, Bank Secrecy Act, Credit Analysis, Operational Risk, Loans, Consumer Lending, AML
Education
Pacific Coast Banking School 2005 — 2007
Certificate, Managing Bank Financial Performance & Risk Mgmt
University of Southern California 1976 — 1980
BS
MUFG Union Bank, N.A. July 2014 - Present
Union Bank December 2012 - Present
Union Bank November 2011 - December 2012
Union Bank June 1998 - November 2011
Union Bank June 1998 - May 2011
Union Bank, N.A. 2007 - 2011
Skills
Commercial Lending, Commercial Banking, Credit, Banking, Loan Origination, Risk Management, Portfolio Management, Relationship Management, Real Estate, Commercial Mortgages, Bank Secrecy Act, Credit Analysis, Operational Risk, Loans, Consumer Lending, AML
Education
Pacific Coast Banking School 2005 — 2007
Certificate, Managing Bank Financial Performance & Risk Mgmt
University of Southern California 1976 — 1980
BS
Tyrus N. Cobb's Union Bank, N.A. Experience January 2009 - Present
Job Vice President at Union Bank, N.A.
Industry Financial Services
Experience
Union Bank, N.A. January 2009 - Present
Union Bank, N.A. January 2004 - December 2008
Union Bank September 2000 - December 2003
Union Bank February 1997 - September 2000
Union Bank November 1982 - January 1997
Skills
Financial Risk, Risk Management, SDLC, Vendor Management, ACH, Quality Assurance, Treasury Management, Cash Management, Information Technology, Business Analysis, Financial Services, Banking, Payments, Payment Systems, Commercial Banking
Education
Michigan State University
BS, Education
Union Bank, N.A. January 2009 - Present
Union Bank, N.A. January 2004 - December 2008
Union Bank September 2000 - December 2003
Union Bank February 1997 - September 2000
Union Bank November 1982 - January 1997
Skills
Financial Risk, Risk Management, SDLC, Vendor Management, ACH, Quality Assurance, Treasury Management, Cash Management, Information Technology, Business Analysis, Financial Services, Banking, Payments, Payment Systems, Commercial Banking
Education
Michigan State University
BS, Education
Edward Ai Huang's Union Bank, N.A. Experience January 2008 - Present
Job Branch Manager at Union Bank of California
Industry Banking
Experience
Union Bank NA January 2008 - Present
Education
University of California, Santa Cruz 1996 — 2000
Union Bank NA January 2008 - Present
Education
University of California, Santa Cruz 1996 — 2000
Marc J. Parilla's Union Bank, N.A. Experience November 2007 - January 2012
Job Director at Deustche Bank
Industry Banking
Experience
Deustche Bank February 2012 - Present
Union Bank, N.A. November 2007 - January 2012
JPMorgan Chase March 2004 - September 2006
Deutsche Bank November 1995 - March 2004
Skills
Fixed Income, Capital Markets, Debt Restructuring, Derivatives, Banking, Hedge Funds, Corporate Trust, Project Finance, Transactional Banking
Education
Dickinson College 1991 — 1995
Bachelor of Arts (B.A.), Policy and Management Studies
Horace Mann school 1987 — 1991
HS, HS
Deustche Bank February 2012 - Present
Union Bank, N.A. November 2007 - January 2012
JPMorgan Chase March 2004 - September 2006
Deutsche Bank November 1995 - March 2004
Skills
Fixed Income, Capital Markets, Debt Restructuring, Derivatives, Banking, Hedge Funds, Corporate Trust, Project Finance, Transactional Banking
Education
Dickinson College 1991 — 1995
Bachelor of Arts (B.A.), Policy and Management Studies
Horace Mann school 1987 — 1991
HS, HS
Elizabeth Hollis's Union Bank, N.A. Experience June 2008 - July 2009
Job Associate Attorney at Poyner & Poyner, LLP
Industry Law Practice
Experience
Poyner & Poyner, LLP October 2012 - Present
Santa Clara University School of Law August 2012 - January 2013
Law Offices of John S. Perkins May 2011 - June 2012
Santa Clara County Superior Court September 2010 - October 2011
UNION BANK, N.A. June 2008 - July 2009
Adelante Capital Management June 2007 - June 2008
Butte County Public Defender's Office January 2007 - June 2007
Community Legal Information Center (CLIC) January 2006 - June 2007
Skills
Legal Research, Legal Writing, Westlaw, Intellectual Property, Civil Litigation, Litigation, Corporate Law, Employment Law, Legal Assistance, Mediation, Commercial Litigation, Courts, Trusts, Lexis, Litigation Support, Legal Issues, Bankruptcy, Family Law, Legal Advice, Securities, Document Review, Trademarks, Copyright Law, Trials, Estate Planning, Special Needs Trusts, Preparation of Wills, Court Appearances, LexisNexis
Education
Santa Clara University School of Law 2009 — 2012
JD, Law
California State University-Chico 2003 — 2007
BA, Politicial Science - Legal Studies & Religious Studies
Poyner & Poyner, LLP October 2012 - Present
Santa Clara University School of Law August 2012 - January 2013
Law Offices of John S. Perkins May 2011 - June 2012
Santa Clara County Superior Court September 2010 - October 2011
UNION BANK, N.A. June 2008 - July 2009
Adelante Capital Management June 2007 - June 2008
Butte County Public Defender's Office January 2007 - June 2007
Community Legal Information Center (CLIC) January 2006 - June 2007
Skills
Legal Research, Legal Writing, Westlaw, Intellectual Property, Civil Litigation, Litigation, Corporate Law, Employment Law, Legal Assistance, Mediation, Commercial Litigation, Courts, Trusts, Lexis, Litigation Support, Legal Issues, Bankruptcy, Family Law, Legal Advice, Securities, Document Review, Trademarks, Copyright Law, Trials, Estate Planning, Special Needs Trusts, Preparation of Wills, Court Appearances, LexisNexis
Education
Santa Clara University School of Law 2009 — 2012
JD, Law
California State University-Chico 2003 — 2007
BA, Politicial Science - Legal Studies & Religious Studies
Cliff Shapiro's Union Bank, N.A. Experience March 2011 - May 2012
Job Senior Counsel at Wells Fargo Bank
Industry Financial Services
Experience
Union Bank, N.A. March 2011 - May 2012
Washington Mutual October 2005 - August 2008
Providian Financial Corporation April 1991 - October 2005
McCutchen, Doyle, Brown & Enersen May 1988 - March 1991
Baker & Botts August 1982 - April 1988
Education
Columbia Law School 1979 — 1982
Juris Doctor, Law
Rice University 1975 — 1979
B.A., Political Science
Union Bank, N.A. March 2011 - May 2012
Washington Mutual October 2005 - August 2008
Providian Financial Corporation April 1991 - October 2005
McCutchen, Doyle, Brown & Enersen May 1988 - March 1991
Baker & Botts August 1982 - April 1988
Education
Columbia Law School 1979 — 1982
Juris Doctor, Law
Rice University 1975 — 1979
B.A., Political Science
Fred Hurst's Union Bank, N.A. Experience 1992 - Present
Job Director at HighMark Capital Management
Industry Investment Management
Experience
HighMark Capital Management September 1992 - Present
Union Bank 1992 - Present
HighMark Capital Management 1992 - Present
Union Bank, N.A. 1992 - Present
Skills
Investments, Investment Management, Portfolio Management, Financial Analysis, Asset Management, Finance, Financial Services, Credit, Mutual Funds, Securities
Education
San Diego State University-California State University
BA, Economics
HighMark Capital Management September 1992 - Present
Union Bank 1992 - Present
HighMark Capital Management 1992 - Present
Union Bank, N.A. 1992 - Present
Skills
Investments, Investment Management, Portfolio Management, Financial Analysis, Asset Management, Finance, Financial Services, Credit, Mutual Funds, Securities
Education
San Diego State University-California State University
BA, Economics
Margaret Bond's Union Bank, N.A. Experience September 1998 - November 2004
Job Director at MUFG Union Bank
Industry Financial Services
Experience
Union Bank, N.A. September 1998 - November 2004
The Bank of New York February 1996 - August 1997
Bank of America June 1993 - February 1995
Bear Stearns February 1993 - June 1993
Alex Brown & Sons September 1991 - February 1993
Bear Stearns April 1982 - August 1991
Smith Barney September 1980 - March 1982
Skills
Mutual Funds, Fund Accounting, Financial Services, Investments, Equities, Securities, Fixed Income, Global Custody, Hedge Funds, Alternative Investments, Asset Management, Portfolio Management, Capital Markets, Derivatives, Management, Investment Management
Education
University of California, Berkeley 1977 — 1979
BS, Economics, Political Science
University of California, Davis 1976 — 1977
Economics
Union Bank, N.A. September 1998 - November 2004
The Bank of New York February 1996 - August 1997
Bank of America June 1993 - February 1995
Bear Stearns February 1993 - June 1993
Alex Brown & Sons September 1991 - February 1993
Bear Stearns April 1982 - August 1991
Smith Barney September 1980 - March 1982
Skills
Mutual Funds, Fund Accounting, Financial Services, Investments, Equities, Securities, Fixed Income, Global Custody, Hedge Funds, Alternative Investments, Asset Management, Portfolio Management, Capital Markets, Derivatives, Management, Investment Management
Education
University of California, Berkeley 1977 — 1979
BS, Economics, Political Science
University of California, Davis 1976 — 1977
Economics
david stassel's Union Bank, N.A. Experience 2004 - Present
Job Vice President at Union Bank Limited
Industry Banking
Experience
Union Bank, N.A. 2004 - Present
Education
Indiana University - Kelley School of Business 1971 — 1977
MBA, business
Indiana University Bloomington 1971 — 1974
BS, political science, economics
la Porte High school
Union Bank, N.A. 2004 - Present
Education
Indiana University - Kelley School of Business 1971 — 1977
MBA, business
Indiana University Bloomington 1971 — 1974
BS, political science, economics
la Porte High school
Peter Yarema's Union Bank, N.A. Experience November 2009 - Present
Job Vice President at Union Bank, N.A.
Industry Banking
Experience
Union Bank, N.A. November 2009 - Present
Federal Home Loan Bank of San Francisco November 2005 - October 2009
Banc of America Securities February 1999 - July 2005
Ford Motor Credit Company March 1992 - February 1999
Skills
Credit Analysis, Credit Risk, Portfolio Management, Credit, Loans, Financial Risk, Financial Reporting, Banking, Capital Markets, Financial Analysis, Risk Management, Commercial Lending, Financial Services, Financial Modeling, Management, Treasury Management, Finance
Education
Seton Hall University 1987 — 1991
BS, Finance
Union Bank, N.A. November 2009 - Present
Federal Home Loan Bank of San Francisco November 2005 - October 2009
Banc of America Securities February 1999 - July 2005
Ford Motor Credit Company March 1992 - February 1999
Skills
Credit Analysis, Credit Risk, Portfolio Management, Credit, Loans, Financial Risk, Financial Reporting, Banking, Capital Markets, Financial Analysis, Risk Management, Commercial Lending, Financial Services, Financial Modeling, Management, Treasury Management, Finance
Education
Seton Hall University 1987 — 1991
BS, Finance
Tim Hintz's Union Bank, N.A. Experience June 2009 - Present
Job Senior Vice President, Senior Credit Administrator at Union Bank, N.A.
Industry Automotive
Experience
Union Bank, N.A. June 2009 - Present
Union Bank September 2010 - June 2011
Union Bank, N.A. June 2009 - September 2010
Toyota Motor Credit Corporation April 2005 - June 2009
Bank of America 1981 - 2004
Skills
Credit Analysis, Risk Management, Banking, Financial Risk, Commercial Banking, Credit Risk, Portfolio Management, Commercial Lending, Loans, Financial Analysis, Investments, Credit, Underwriting, Strategic Financial..., Relationship Management, Team Building, Small Business Lending
Education
University of Michigan - Stephen M. Ross School of Business 1978 — 1981
MBA, Finance
Clarkson University 1972 — 1976
BS, Economics
Union Bank, N.A. June 2009 - Present
Union Bank September 2010 - June 2011
Union Bank, N.A. June 2009 - September 2010
Toyota Motor Credit Corporation April 2005 - June 2009
Bank of America 1981 - 2004
Skills
Credit Analysis, Risk Management, Banking, Financial Risk, Commercial Banking, Credit Risk, Portfolio Management, Commercial Lending, Loans, Financial Analysis, Investments, Credit, Underwriting, Strategic Financial..., Relationship Management, Team Building, Small Business Lending
Education
University of Michigan - Stephen M. Ross School of Business 1978 — 1981
MBA, Finance
Clarkson University 1972 — 1976
BS, Economics
Dane Briggs's Union Bank, N.A. Experience November 2003 - November 2007
Job Senior Systems Administrator at Whiting Petroleum
Industry Information Technology and Services
Experience
AirMethods December 2010 - April 2012
Sagitec Solutions, LLC 2009 - March 2011
Advancia November 2007 - February 2009
Union Bank NA November 2003 - November 2007
Education
East Central University 1996 — 1998
BS, Business Administration
AirMethods December 2010 - April 2012
Sagitec Solutions, LLC 2009 - March 2011
Advancia November 2007 - February 2009
Union Bank NA November 2003 - November 2007
Education
East Central University 1996 — 1998
BS, Business Administration
Narges Dost's Union Bank, N.A. Experience July 2009 - September 2012
Job Trust Operation Specialist
Industry Accounting
Experience
ADP February 2013 - August 2014
Union Bank, N.A. July 2009 - September 2012
Skills
Account Reconciliation, Payments, Time Management, Management, Loans, ACH, Financial Statements, Banking, Financial Analysis, Microsoft Excel, Credit, Risk Management
Education
University of California San Diego 2004 — 2009
Bachelor of Arts (B.A.), Management Science, 3.45
University of California, San Diego 2004 — 2009
BA & BS, Management Science and Political Science, 3.45
ADP February 2013 - August 2014
Union Bank, N.A. July 2009 - September 2012
Skills
Account Reconciliation, Payments, Time Management, Management, Loans, ACH, Financial Statements, Banking, Financial Analysis, Microsoft Excel, Credit, Risk Management
Education
University of California San Diego 2004 — 2009
Bachelor of Arts (B.A.), Management Science, 3.45
University of California, San Diego 2004 — 2009
BA & BS, Management Science and Political Science, 3.45
Kaite Mo's Union Bank, N.A. Experience 2013 - Present
Job RE Structured Finance at Union Bank
Industry Real Estate
Experience
Union Bank, N.A. 2013 - Present
PB Capital Corp. 2011 - 2013
Literati Group 2009 - 2011
Tungsten Partners 2008 - 2009
Asian American Civic Association 2005 - 2006
Skills
Real Estate Finance, Argus, Real Estate Economics, Financial Modeling, Valuation, Real Estate Financing, Asset Managment, Asset Management, Real Estate Development
Education
New York University 2009 — 2012
M.S., Real Estate Finance
Boston College 2003 — 2007
B.S., Finance
Union Bank, N.A. 2013 - Present
PB Capital Corp. 2011 - 2013
Literati Group 2009 - 2011
Tungsten Partners 2008 - 2009
Asian American Civic Association 2005 - 2006
Skills
Real Estate Finance, Argus, Real Estate Economics, Financial Modeling, Valuation, Real Estate Financing, Asset Managment, Asset Management, Real Estate Development
Education
New York University 2009 — 2012
M.S., Real Estate Finance
Boston College 2003 — 2007
B.S., Finance
John Baier's Union Bank, N.A. Experience January 1995 - June 1996
Job Regional Manager, Member Relations at Risk Management Association
Industry Banking
Experience
Risk Management Association December 1997 - Present
Bank of America December 1996 - December 1997
Fritz Companies June 1996 - December 1996
Union Bank NA January 1995 - June 1996
NBD Bank June 1988 - November 1994
Skills
Commercial Banking, Credit, Capital Markets, Commercial Lending, Investments, Credit Analysis, Enterprise Risk..., Financial Analysis, Banking, Sales Process, Financial Risk, Corporate Finance, Financial Modeling, Finance, Credit Risk, Due Diligence, Loans, Commercial Mortgages, Cash Management, Small Business Lending, Risk Management, Relationship Management, Customer Satisfaction, Financial Reporting, Lines Of Credit, Sales, Negotiation
Education
Thunderbird School of Global Management 1987 — 1988
Master of Business Administration (MBA), International Finance, Latin America
Drake University 1983 — 1987
Bachelor's degree, Corporate Finance
International Banking Summer School
US Delegate
Risk Management Association December 1997 - Present
Bank of America December 1996 - December 1997
Fritz Companies June 1996 - December 1996
Union Bank NA January 1995 - June 1996
NBD Bank June 1988 - November 1994
Skills
Commercial Banking, Credit, Capital Markets, Commercial Lending, Investments, Credit Analysis, Enterprise Risk..., Financial Analysis, Banking, Sales Process, Financial Risk, Corporate Finance, Financial Modeling, Finance, Credit Risk, Due Diligence, Loans, Commercial Mortgages, Cash Management, Small Business Lending, Risk Management, Relationship Management, Customer Satisfaction, Financial Reporting, Lines Of Credit, Sales, Negotiation
Education
Thunderbird School of Global Management 1987 — 1988
Master of Business Administration (MBA), International Finance, Latin America
Drake University 1983 — 1987
Bachelor's degree, Corporate Finance
International Banking Summer School
US Delegate
Elizabeth Stevens Adams's Union Bank, N.A. Experience January 2006 - June 2010
Job Business Owner, The Insightful Organizer
Industry Individual & Family Services
Experience
The Insightful Organizer 2011 - Present
Union Bank, N.A. January 2006 - June 2010
Merrill Lynch Trust Company, N.A. 2004 - 2006
Charles Schwab & Company June 2001 - August 2004
Wells Fargo Bank, N.A. March 1988 - July 2001
Wells Capital Management 1994 - 1997
Goldman Sachs June 1979 - March 1988
Skills
Wealth Management, Investments, Portfolio Management, Asset Management, Financial Services, Mutual Funds, Estate Planning, Strategy, Banking, Finance, Asset Managment, Investment Management, Organization Skills, Management, Risk Management
Education
Northwestern University - Kellogg School of Management 1974 — 1978
Master of Business Administration (M.B.A.), Finance
University of Illinois at Urbana-Champaign 1969 — 1973
B.A., English
The Insightful Organizer 2011 - Present
Union Bank, N.A. January 2006 - June 2010
Merrill Lynch Trust Company, N.A. 2004 - 2006
Charles Schwab & Company June 2001 - August 2004
Wells Fargo Bank, N.A. March 1988 - July 2001
Wells Capital Management 1994 - 1997
Goldman Sachs June 1979 - March 1988
Skills
Wealth Management, Investments, Portfolio Management, Asset Management, Financial Services, Mutual Funds, Estate Planning, Strategy, Banking, Finance, Asset Managment, Investment Management, Organization Skills, Management, Risk Management
Education
Northwestern University - Kellogg School of Management 1974 — 1978
Master of Business Administration (M.B.A.), Finance
University of Illinois at Urbana-Champaign 1969 — 1973
B.A., English
Yuka Yoshida's Union Bank, N.A. Experience August 2008 - January 2012
Job Portfolio manager Private Banking
Industry Banking
Experience
Banc of California March 2014 - Present
Bank of the West January 2012 - March 2014
Union Bank N.A. August 2008 - January 2012
Sega Entertainment U.S.A., Inc January 2006 - August 2008
Federal Reserve Bank October 2005 - March 2006
Skills
Underwriting, Commercial Banking, Computer Proficiency, Communication Skills, Analytical Skills, Customer Engagement, Bilingual, Banking, Budgets, Credit, Credit Analysis, Credit Risk, Loans, Portfolio Management
Education
California State University-Long Beach 2004 — 2006
BA, Economics
Pasadena City College
AA, Business
Banc of California March 2014 - Present
Bank of the West January 2012 - March 2014
Union Bank N.A. August 2008 - January 2012
Sega Entertainment U.S.A., Inc January 2006 - August 2008
Federal Reserve Bank October 2005 - March 2006
Skills
Underwriting, Commercial Banking, Computer Proficiency, Communication Skills, Analytical Skills, Customer Engagement, Bilingual, Banking, Budgets, Credit, Credit Analysis, Credit Risk, Loans, Portfolio Management
Education
California State University-Long Beach 2004 — 2006
BA, Economics
Pasadena City College
AA, Business
Renu Sikand's Union Bank, N.A. Experience January 1997 - Present
Job Vice President & Manager at Union Bank, N.A.
Industry Banking
Experience
Union Bank, N.A. January 1997 - Present
CivicBank of Commerce September 1991 - July 1994
CivicBank of Commerce June 1990 - September 1991
Education
San Francisco State University 1994 — 1996
MBA, Business Information Systems
California State University, Hayward 1986 — 1990
BS, Finance
Union Bank, N.A. January 1997 - Present
CivicBank of Commerce September 1991 - July 1994
CivicBank of Commerce June 1990 - September 1991
Education
San Francisco State University 1994 — 1996
MBA, Business Information Systems
California State University, Hayward 1986 — 1990
BS, Finance
Eva Aryeetey's Union Bank, N.A. Experience September 2007 - Present
Job Vice President at Union Bank, N.A.
Industry Banking
Experience
Union Bank, N.A. September 2007 - Present
Wamu Capital Corporation August 2006 - May 2007
Deutsche Bank August 2004 - July 2006
JP Morgan Chase (Merged/Aquired Bank One) November 2003 - July 2004
Bank One March 2000 - November 2003
The Bank of New York January 1996 - March 2000
Skills
Structured Finance, ABS, Project Finance, MBS, Porfolio Management, Structured Products, Capital Markets
Education
State University of New York at New Paltz
BS, Business Administration
Union Bank, N.A. September 2007 - Present
Wamu Capital Corporation August 2006 - May 2007
Deutsche Bank August 2004 - July 2006
JP Morgan Chase (Merged/Aquired Bank One) November 2003 - July 2004
Bank One March 2000 - November 2003
The Bank of New York January 1996 - March 2000
Skills
Structured Finance, ABS, Project Finance, MBS, Porfolio Management, Structured Products, Capital Markets
Education
State University of New York at New Paltz
BS, Business Administration
Natalie Dolgireff, CBA's Union Bank, N.A. Experience November 2010 - May 2011
Job Compliance Coordinator
Industry Banking
Experience
Wells Fargo September 2014 - Present
Bank of the West - BNP Paribas August 2011 - June 2014
Union Bank, N.A. November 2010 - May 2011
Union Bank, N.A. May 2004 - November 2010
HighMark Capital Management (a subsidiary of Union Bank, N.A.) December 2003 - May 2004
BlackRock February 1999 - November 2003
Charles Schwab June 1998 - February 1999
Bank of America November 1993 - April 1998
Wells Fargo April 1988 - April 1993
Wells Fargo June 1987 - April 1988
Skills
Risk Management, Compliance Program..., Management Reporting, Effective Analyses of..., Practical Compliance..., Regulatory & Audit Exam..., Management, AML, Process Improvement, Investments, FINRA, Vendor Management, Financial Services, Finance, Internal Audit, Analysis, Portfolio Management, Internal Controls, Securities, Anti Money Laundering, Banking
Education
Mills College
B.A., Business and French
University of Geneva
Wells Fargo September 2014 - Present
Bank of the West - BNP Paribas August 2011 - June 2014
Union Bank, N.A. November 2010 - May 2011
Union Bank, N.A. May 2004 - November 2010
HighMark Capital Management (a subsidiary of Union Bank, N.A.) December 2003 - May 2004
BlackRock February 1999 - November 2003
Charles Schwab June 1998 - February 1999
Bank of America November 1993 - April 1998
Wells Fargo April 1988 - April 1993
Wells Fargo June 1987 - April 1988
Skills
Risk Management, Compliance Program..., Management Reporting, Effective Analyses of..., Practical Compliance..., Regulatory & Audit Exam..., Management, AML, Process Improvement, Investments, FINRA, Vendor Management, Financial Services, Finance, Internal Audit, Analysis, Portfolio Management, Internal Controls, Securities, Anti Money Laundering, Banking
Education
Mills College
B.A., Business and French
University of Geneva
Karen Seaman's Union Bank, N.A. Experience April 2006 - December 2013
Job Assistant General Counsel and Director at MUFG Union Bank, N.A.
Industry Financial Services
Experience
MUFG Union Bank, N.A. January 2014 - Present
Union Bank, NA April 2006 - December 2013
Franklin Templeton Investments January 2005 - April 2005
Charles Schwab July 1996 - December 2001
Skills
Securities, Corporate Governance, Mutual Funds, Due Diligence, Securities Regulation
Education
University of California, Los Angeles - School of Law 1990 — 1993
J.D.
Cornell University 1985 — 1989
B.A., Government
MUFG Union Bank, N.A. January 2014 - Present
Union Bank, NA April 2006 - December 2013
Franklin Templeton Investments January 2005 - April 2005
Charles Schwab July 1996 - December 2001
Skills
Securities, Corporate Governance, Mutual Funds, Due Diligence, Securities Regulation
Education
University of California, Los Angeles - School of Law 1990 — 1993
J.D.
Cornell University 1985 — 1989
B.A., Government
Danielle Hendrickson's Union Bank, N.A. Experience August 2011 - June 2012
Job Interim Branch Manager at First Federal
Industry Banking
Experience
First Federal February 2015 - Present
First Federal July 2012 - February 2015
Union Bank, N.A. August 2011 - June 2012
Union Bank December 2007 - August 2011
Starbucks October 2007 - February 2008
Patterson Dental January 2002 - August 2007
Patterson Dental 2000 - January 2002
Patterson Dental 1999 - 2000
Godfather's Pizza 1993 - 1998
Education
Art Institute of Seattle 1994 — 1995
Music Video Business
Forks High School
First Federal February 2015 - Present
First Federal July 2012 - February 2015
Union Bank, N.A. August 2011 - June 2012
Union Bank December 2007 - August 2011
Starbucks October 2007 - February 2008
Patterson Dental January 2002 - August 2007
Patterson Dental 2000 - January 2002
Patterson Dental 1999 - 2000
Godfather's Pizza 1993 - 1998
Education
Art Institute of Seattle 1994 — 1995
Music Video Business
Forks High School
Jonathan Graux's Union Bank, N.A. Experience March 2010 - June 2013
Job Servicing Supervisor at First Republic Bank
Industry Banking
Experience
First Republic Bank August 2013 - Present
Union Bank, N.A. March 2010 - June 2013
Santa Barbara Bank & Trust March 2007 - March 2010
Santa Barbara Bank & Trust June 2005 - March 2007
Skills
Accounting, Insurance, Mortgage Lending, Commercial Lending, SOX Compliancy, Compliance, Financial Analysis, Project Management, Investments, Flood Insurance, Problem Solving, Process Improvement, Banking, Cash Management, Quality Control, Auditing, Credit Analysis, Finance, Lines Of Credit, Commercial Banking
Education
UCSB 2010 — 2012
Certifcate, Accounting
UCSB 2008 — 2010
Cerificate, Financial Planning and Services
Cal Poly Pomona 2000 — 2004
Bachelor's degree
First Republic Bank August 2013 - Present
Union Bank, N.A. March 2010 - June 2013
Santa Barbara Bank & Trust March 2007 - March 2010
Santa Barbara Bank & Trust June 2005 - March 2007
Skills
Accounting, Insurance, Mortgage Lending, Commercial Lending, SOX Compliancy, Compliance, Financial Analysis, Project Management, Investments, Flood Insurance, Problem Solving, Process Improvement, Banking, Cash Management, Quality Control, Auditing, Credit Analysis, Finance, Lines Of Credit, Commercial Banking
Education
UCSB 2010 — 2012
Certifcate, Accounting
UCSB 2008 — 2010
Cerificate, Financial Planning and Services
Cal Poly Pomona 2000 — 2004
Bachelor's degree