Union Bank of California
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)
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Union Bank of California Employees
BBVA Compass 2013 - Present
City National Bank 2010 - 2013
Consulting 2009 - 2010
Bank of America 2007 - 2008
Union Bank of California 1991 - 2007
First Interstate Bank 1986 - 1991
Skills
Commercial Lending, Credit Analysis, Loans, Banking, Cross Selling, Small Business Lending, Loan Origination, Entrepreneurship, Consumer Lending, Mortgage Lending, Cash Management, Retail Banking, Cash Flow, Portfolio Management, Commercial Banking, Finance, Financial Analysis, Management, Trade Finance, Mergers & Acquisitions, Financial Risk, New Business Development, Underwriting, Risk Management, Strategic Financial..., Capital Markets, Middle Market, Investment Banking, Sales, Corporate Finance, Deposits, Financial Institutions, Credit Risk, Asset Based Lending, Credit, Lines Of Credit, SBA, Relationship Management, Real Estate Financing, Commercial Mortgages, Real Estate, Investments, Treasury Management, Financial Planning
Education
California State Polytechnic University-Pomona
BS
Rialto High School October 2011 - September 2014
San Bernardino Employment Training Agency October 2010 - July 2011
Young Visionaries Youth Leadership Academy July 2008 - October 2010
Youth Action Project January 2008 - August 2008
Union Bank of California 2001 - 2007
Skills
Professional Development, Curriculum Development, Youth Development, Behavioral interventions, Program Management, Word, Excel, PowerPoint,, Access, Outlook,..., Interview Coaching, Public Speaking, Microsoft Excel, Resume Writing, Staff Development, PowerPoint, Job Coaching, Interventions, Recruiting, Leadership, Nonprofits, Leadership Development, Social Networking, Teaching, Customer Service, Strategic Planning, Research, Conflict Resolution, Case Managment, Community Outreach, Public Relations, Fundraising, Program Development, Interviews, Psychotherapy, Career Counseling, Job Search Strategies, Organizational..., Community Development, Policy, Grant Writing, Volunteer Management, Employee Benefits, Case Management, Training, Workshop Facilitation, Curriculum Design, Higher Education, Grants, Coaching, Event Planning
Education
California Baptist University 2008 — 2010
Bachelor's, Sociology
California State University, Fresno Auxiliary Services December 2011 - Present
California State University, Fresno Auxiliary Services April 2010 - December 2011
Union Bank of California August 2008 - February 2009
Skills
Recruitment/Retention, Training & Development, New Hire Orientations, Investigations, Kronos, Microsoft Office, Customer Service, Interviews, Employee Training, Recruiting, Human Resources, Private Investigations, Policy, Data Entry, Administration, Job Descriptions, Organizational..., Employee Relations, Deferred Compensation, HRIS, Employee Benefits, Leadership Development, Payroll, Training, Conflict Resolution
Education
California State University, Fresno 2007 — 2011
BS, Management - Organizational Leadership
Clovis West High School 2003 — 2007
Marketing Concepts & Communications July 2008 - Present
Tyfone, Inc., a start-up mobile banking & mobile payments hardware & software platform provider. April 2007 - July 2008
Indymac Bank 2003 - 2006
Union Bank of California September 1996 - January 1998
First Interstate Bank / Wells Fargo Bank June 1990 - August 1996
Skills
Public Relations, Advertising, Press Releases, Investments, Marketing Strategy, Brand Development, Brand Communication, Marketing Research, Market Analysis, Online Marketing, Event Management, Market Research, Integrated Marketing, Copywriting, Product Marketing, Marketing Communications, Digital Media, Email Marketing, Start-ups, Strategy, Marketing, Trade Shows, Product Development, Strategic Planning, Sales, Creative Direction, Business Planning, Cross-functional Team..., Direct Marketing
Education
Cornell University - Johnson Graduate School of Management 1987 — 1989
Master of Business Administration (M.B.A.), Marketing & Brand Management
Brandeis University
BA, Theater Arts
Sandridge Partners September 2015 - Present
Buttonwillow Warehouse Co June 2013 - July 2015
Sun World International, LLC May 2007 - June 2013
MD Atkinson Co. Inc March 2007 - May 2007
Paramount Citrus September 2006 - January 2007
Signature Home Lending September 2005 - October 2006
Union Bank of California July 2002 - September 2005
Kern Schools Federal Credit Union 1999 - 2002
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Publisher, Oracle Applications, Accounts Receivable, Financial Accounting, Accounting, Accounts Payable, Payroll, Account Reconciliation, Finance, Customer Service, Credit, Financial Reporting, Financial Analysis, Budgets, Loans, Marketing, Invoicing, General Ledger, Management
Education
DeVry University 2009 — 2010
Business Finance
Bakersfield College 2004 — 2005
General Education
Highland High School 1994 — 1998
State Board of Equalization June 2009 - Present
Union Bank of California June 2004 - August 2008
Bank of America February 2002 - December 2003
Skills
Accounting, Auditing, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Tax
Education
California State University-Fresno 2003 — 2008
Business Administration, Accounting
North Salinas High School
Dignity Health December 2012 - Present
Dignity Health May 2011 - December 2012
Genomic Health June 2009 - March 2010
Union Bank of California May 2008 - June 2009
Google July 2007 - April 2008
Skills
Human Resources, Executive Level..., Customer Service, Healthcare, Employee Benefits, Training, Performance Management, Interviews, Event Planning, Leadership, Hiring, Outlook, Process Improvement, New Hire Orientations, Data Analysis, Team Building, Management, Coaching, Marketing
Education
California Polytechnic State University-San Luis Obispo 2005 — 2007
B.A, Communication Studies
MagdaleneChan.com 2000 - Present
City and County of San Francisco Department of Child Support Services October 1995 - June 1997
San Mateo County Department of Child Support Services July 1994 - October 1995
Union Bank of California October 1993 - June 1994
City National Bank January 1991 - October 1993
Young & Rubicam January 1990 - August 1990
Great Western Bank September 1988 - January 1990
Skills
Jewelry Design, Art, Painting, Fine Art, Drawing, Illustration, Portraits, Photography, Social Media, Visual Arts, Printmaking, Photoshop, Sculpture, Galleries, Art History, Mixed Media, Fashion, Oil Painting, Illustrator, Adobe Creative Suite, Watercolor, Curating, Sketching, Portrait Photography, Contemporary Art, Public Art, Museums, Arts Administration, Art Exhibitions, Mac, Event Photography, Digital Illustration, Digital Photography, Digital Painting, Art Education, Figurative Art, Acrylic, Abstraction
Education
Academy of Art University 1997 — 1999
Illustration
University of California, Berkeley 1986 — 1989
BA, High Honors, Sociology
Phillips Exeter Academy 1980 — 1982
High Honors, Top 5%
Aragon High School 1979 — 1980
Lynbrook High School 1978 — 1979
CBS Television Distribution May 2011 - Present
E&J Gallo Winery March 2009 - April 2011
Rim Hospitality February 2008 - February 2009
Huff Construction Company December 2006 - September 2007
Union Bank of California October 2004 - December 2006
Skills
Employee Relations, HRIS, Onboarding, Talent Acquisition, Human Resources, Payroll, Employee Benefits, New Hire Orientations, Recruiting, Applicant Tracking..., Deferred Compensation, Talent Management, PeopleSoft, Employee Engagement, Benefits Administration, Performance Management, Organizational..., Interviews, Training, Team Building, Time Management, College Recruiting, Management, Customer Service, Leadership Development, Sales, Data Entry, Coaching, Leadership, Employee Training, FMLA, Employment Law, Hiring, Personnel Management, HR Policies, Resume Writing, Workforce Planning, Sourcing, Succession Planning, Temporary Placement, Taleo, Administration, Organizational..., Internet Recruiting, Technical Recruiting
Education
California State University Stanislaus 2003 — 2007
B.S, Business Administration-Concentration in Human Resources
Avidbank September 2013 - Present
Avidbank October 2012 - September 2013
Heritage Oaks Bank August 2010 - 2012
Heritage Oaks Bank July 2009 - September 2010
Rabobank December 2008 - July 2009
Independent Bank Consultants Co-op (IBCC) January 2008 - December 2008
Equipoint Financial Network July 2002 - December 2007
Union Bank of California June 1996 - June 2002
Bank of California June 1981 - June 1996
Skills
Loans, Credit, Commercial Banking, Banking, Credit Analysis, Mortgage Banking, Relationship Management, Asset Based Lending, Capital Markets, Executive Management, Private Equity, Mergers & Acquisitions, Portfolio Management, Retail Banking, Mortgage Lending, Credit Risk, Risk Management, Construction Loans, Structured Finance, SBA, Residential Mortgages, Process Improvement, Financial Analysis, Branch Management, Commercial Lending, Loan Origination, Cash Management, Small Business Lending, Consumer Lending, Financial Structuring, Refinance, Internet Banking, Loan Servicing, Customer Service, Finance, Private Banking, Financial Services, Investments, Funding, Due Diligence, Corporate Finance, Underwriting, Lines Of Credit, Commercial Mortgages, Treasury Management, Financial Institutions, Financial Risk
Education
Pacific Coast Banking School 1993 — 1996
Agribusiness
California State University-Fresno 1978 — 1981
Bachelor of Arts
Inner City Public Schools August 2013 - Present
Inner City Public Schools August 2010 - June 2013
Los Angeles August 2008 - August 2010
Union Bank of California August 1981 - February 2002
University of Belize, a.k.a. Belize Technical College September 1973 - 1975
Skills
Classroom, Educational Leadership, Tutoring, Elementary Education, Curriculum Development, Teacher Training, Mathematics Education, Curriculum Design, Staff Development, Classroom Management, Literacy, Differentiated..., Educational Technology, Social Studies, Smartboard, Special Education, Lesson Planning, Teaching, Language Arts, K-12, ESL, Office Administration, Office Management, Blended Learning, Daily 5 Classroom..., Daily 3 Math Classroom..., Teacher Collaboration, SDAIE Techniques, Cloze Reading Strategies, Common Core Standards, Integrated Thematic Unit, ELD Standards, MS Word, MS Power Point, MS Excel, California State..., Positive Management, Multiple Strategies
Education
California State University-Dominguez Hills
Bachelor of Arts (B.A.), Liberal Studies and Human Development
Los Angeles Southwest College
Associates of Arts in Interdisciplinary Studies, Education
Pepperdine University, Graduate School of Education and Psychology
Master of Arts (M.A.), Elementary Education and Teaching
University of Belize a.k.a. Belize Technical College
Commercial Arts
West Los Angeles College
Associates of Arts in Liberal Arts and Sciences, Education
Blackhawk Network February 2013 - Present
Union Bank of California September 2012 - February 2013
Union Bank of California October 2006 - September 2012
Union Bank March 2005 - October 2006
Skills
Customer Service, Microsoft Office, Banking, Process Improvement, Microsoft Excel, Strategic Planning, Microsoft Word, Vendor Management, Management, Team Leadership, Visio, PowerPoint, Call Centers, Cross-functional Team..., Business Strategy, Training, Project Management, Sales Management, Business Planning, Employee Training, Accounting, Internal Controls, Internal Communications, Office Management, Risk Analysis, Leadership, Access, Inventory Management
Education
California Culinary Academy 2001 — 2003
Thinkwell November 2011 - Present
Thinkwell September 2008 - November 2011
Union Bank of California October 2007 - September 2008
Merrill Lynch January 2006 - April 2007
Skills
Intellectual Property, Licensing, Legal Writing, Entertainment Law, Legal Research, Copyright Law, Employment Law, Legal Affairs, Contract Management, Corporate Law, Joint Ventures, Trademarks, Corporate Governance, International Law, Management
Education
New York Law School 2002 — 2005
JD, Law
Boston University 1999 — 2001
BA, Political Science & English
Scarsdale High School
The Coachella Valley Fund (The Community Foundation serving Riverside & San Bernardino Counties) May 2015 - Present
Margarita Maceda Professional Fiduciary January 2010 - Present
Margarita Maceda ~ Fiduciary Services, Inc. January 2010 - Present
United Cerebral Palsy of The Inland Empire January 2010 - Present
Desert Estate Planning Council September 2005 - Present
Palm Desert Golf Cart Parade October 2004 - Present
PFF Bank & Trust June 2004 - January 2010
Bank of America, N.A. April 2000 - April 2004
Union Bank of California October 1986 - October 2000
Skills
Trusts, Powers of Attorney, Investments, Estate Law, Private Banking, Guardianship, Trust Services, Fiduciary, Estate Planning, Portfolio Management, Real Estate, Wealth Management, Estate Administration, Retirement Planning, Fiduciary Services, Microsoft Office, Securities, High Net Worth..., Long-term Care, Estate Tax Planning, Wills, Wealth, Wealth Management..., Investment Advisory
Education
San Francisco State University, College of Business 1984 — 1985
Business Administration
College of San Mateo 1982 — 1984
A.S., Computer Science - Business Applications
Boston University
CTFA Certification, Trust & Financial Management
Vindice Marketing, LLC March 2011 - Present
Tribute Media, LLC January 2008 - March 2011
Metlife March 2003 - July 2004
New England Financial October 2002 - February 2003
UBS October 2000 - August 2002
Union Bank of California October 1998 - June 1999
Skills
SEO, Online Marketing, Social Media Marketing, Marketing Strategy, SEM, Web Marketing, Social Networking, Marketing, Account Management, Email Marketing, Google Adwords, Lead Generation, Online Advertising, PPC, Small Business, Web Development, Sales, Strategic Planning
Education
Hartnell College 1998 — 2000
Boise State University 1998 — 1998
Salinas High School 1991 — 1994
High School
San Diego Gas & Electric March 2015 - Present
San Diego Gas & Electric June 2014 - Present
San Diego Gas & Electric March 2010 - June 2014
San Diego Gas & Electric March 2008 - March 2010
SANDAG June 2002 - March 2008
San Diego Transit August 2000 - May 2002
Jenny Craig June 1999 - September 2000
Union Bank of California 1995 - 2000
Skills
Microsoft SQL Server, SQL Server Integration..., Saratoga..., Project Management, Software Development, SQL, SharePoint, Databases, Data Analysis, Access, Visio, XML, Oracle, ASP.NET, C#, Analysis, SSRS, Business Analysis, SDLC, Data Warehousing, Requirements Analysis, .NET, JavaScript, Process Improvement, Business Intelligence, Testing, SOA, Linux, Requirements Gathering, Enterprise Architecture, CRM, Software Documentation, Agile Methodologies, ETL, Business Requirements, Information Technology, Quality Assurance, Web Applications, Integration
Education
Boston University 2007 — 2009
MS, Computer Information Systems
Coleman College 1997 — 2001
BS, Computer Information Science
AlliedBarton Security Services May 2014 - Present
AmeriPride Services January 2013 - May 2014
Islands Restaurants September 2003 - January 2013
Islands Restaurants January 2003 - January 2012
Union Bank of California January 2001 - January 2003
Black Angus Steakhouses 1991 - 2003
Skills
Training, Security, Leadership, Customer Service, P&L Management, Management, Security Operations, Physical Security, Security Management, Access Control, Operations Management, Forecasting, Customer Satisfaction, Sales, Budgets, Staff Development, Strategic Planning, Strategic Negotiations, Employee Training, New Business Development, Multi-unit, Building Relationships, Hiring, Customer Retention, Personnel Management, Succession Planning, Sales Growth, Training Management, Project Coordination, Full P&L Responsibility, POS, Inventory Management, New Restaurant Openings, Restaurants, Budget Process, Sales Management, Income Statement, Restaurant Management, Menu Development, Employee Relations, Recruiting, Sales Process, Leadership Development, Coaching, Time Management, ServSafe, Hospitality Management, Labor Control, Food Service, Emergency Planning
Education
California State University-Bakersfield
Bachelor of Arts (BA), Political Science & Minor in Communications
Westlake High School
Graduate, General Education
Torrey Pines Bank December 2013 - Present
Vibra Bank July 2011 - December 2013
First Citizens Bank / Temecula Valley Bank May 2009 - June 2011
First Republic Bank April 2007 - April 2009
Temecula Valley Bank August 2006 - April 2007
Jon Allan Group / Midtown Realty Group September 2002 - August 2006
California Bank & Trust May 2000 - September 2002
Wells Fargo Bank November 1999 - May 2000
Union Bank of California January 1998 - November 1999
Wells Resource Mortgage Services March 1996 - November 1997
Skills
Credit Risk, Mortgage Lending, Real Estate, Construction Loans, Portfolio Management, Commercial Lending, Banking, Financial Analysis, Finance, Credit, Loans, Credit Analysis, Commercial Banking, Small Business, Human Resources, Underwriting, Analysis, Auditing, Policy, Employee Benefits
Education
California State Polytechnic University-Pomona 1990 — 1993
Bachelor of Science, Finance, Real Estate, Law
Southwestern Community College 1989 — 1990
Associate Degree, General Studies
Union Bank March 2009 - January 2015
Union Bank of California March 2009 - June 2011
Bank of America February 2008 - March 2009
Countrywide Bank March 2006 - January 2008
Countrywide Bank, FSB March 2006 - 2008
KPMG January 2001 - February 2006
Skills
Governance, Risk Management, Operational Risk..., Business Continuity, Banking, Business Transformation, Business Process..., Commercial Banking, Consumer Lending, Credit, Enterprise Risk..., Financial Services, Offshoring, Operational Risk, PMO, Portfolio Management, Program Management, Project Portfolio..., Retail Banking, Loans, Financial Risk, Financial Analysis, Credit Analysis, Credit Risk, Mortgage Lending, Small Business Lending, Mortgage Banking, Treasury Management
Education
California State Polytechnic University-Pomona 1999 — 2001
Masters, Business Administration
California State University San Bernardino 1997 — 1999
Bachelor's degree, Business Administration, Management and Operations
Nearly Civilized June 2007 - Present
Collective Intelligence Inc. 2005 - Present
Union Bank of California 2000 - 2001
Skills
Photography, Graphic Design, Television, Adobe Creative Suite, Fashion, Customer Service, Digital Photography, Digital Media, Editorial, Social Media Marketing, Image Manipulation, Weddings, Photos, Photoshop, Lighting, Film, Video, Camera, Documentaries, Portraits
Education
Bowling Green State University 1993 — 1996
Bachelors, English, Creative Writing
Cleveland State University 1992 — 1993
N/A, Political Science and Government
Mayfield High School
Karna Fitness Dana Point & San Clemente November 2011 - Present
Renaissance Club Sport January 2011 - Present
Baby Boot Camp November 2010 - Present
Ernst & Young, LLP July 2009 - December 2009
Ernst & Young, LLP August 2008 - March 2009
Ernst &Young, LLP January 2008 - July 2008
Ernst & Young, LLP April 2004 - September 2007
Washington Mutual March 2003 - March 2004
Union Bank of California June 2000 - March 2003
Wells Fargo Bank 1999 - 2000
Skills
Organizational..., Technical Recruiting, Interviews, Leadership, Management, Strategy, College Recruiting, Coaching, Consulting, Training, Recruiting
Education
Arizona State University 1996 — 2000
Bachelor of Arts, Communications
Arizona State University
Bachelor of Arts Communications
Mastro Scheidt Family Cellars June 2007 - Present
Scheidt Asset Management June 2012 - May 2015
Dana Investment Advisors March 2010 - January 2012
Payden & Rygel August 2007 - August 2009
Union Bank of California December 2005 - July 2007
DecisionAnalytics April 1997 - November 2005
Skills
Winemaking, Asset Management, Alternative Investments, Investment Strategies, Investments, Asset Managment, Mutual Funds, Investment Management, Asset Allocation, Investment Advisory, Wealth Management, Portfolio Management, Series 7, Retirement, Fixed Income, Retirement Planning, Equities, Securities, Wealth Management..., Financial Advisory, Capital Markets, Wealth, Trading, Hedge Funds, 401k, Wine, ETFs, Pensions, Series 63, Financial Services, Financial Markets, Bonds, Relationship Management, Wine Sales, Wine Education, Wine & Spirits Industry, Food & Beverage
Education
California State University-Fresno 1989 — 1993
Business Administration, Finance
Credit One Bank April 2001 - Present
American Express March 1994 - April 2001
Union Bank of California August 1988 - August 1990
Skills
Credit Risk, Banking, Credit, Risk, Risk Management, credit cards, Collections, Fraud, ALLL, Subprime, SAS, Microsoft Excel, Team Leadership, Business Strategy, Analytics, Regression Models, Financial Analysis, Profit Optimization, Credit Cards, Financial Risk, Financial Services, Financial Modeling, Business Analysis, Underwriting, Business Intelligence, Cash Management, Process Improvement, Loans, Executive Management, Credit Scoring
Education
Westminster College 1996 — 1999
MBA, Finance
Brigham Young University 1990 — 1993
BS, Finance
MasterTax at ADP April 2012 - Present
Beckman Coulter 1999 - 2012
Union Bank of California 1998 - 1999
Sierra Systems Consultants Inc. 1997 - 1998
Skills
Oracle E-Business Suite, Oracle Database Server, SQL Tuning, Real Application..., Oracle Enterprise..., Oracle Data Guard, Planning /..., Solutions Development, Problem Solving, Process Improvement, Customer Focus, Systems Analysis, Quality and Compliance, Project Implementation, Project Planning, Oracle, Oracle RAC, SDLC, Database Administration, Data Warehousing, Disaster Recovery, Data Guard, Integration, Enterprise Architecture, Performance Tuning, PL/SQL, RMAN, Red Hat Linux, OBIEE, Servers, Oracle Reports, Visio, HP-UX, Data Center, Oracle Applications, System Administration, Databases, Solution Development, Oracle Application..., Oracle Discoverer, Software Documentation, High Availability, Microsoft SQL Server, Business Intelligence, ERP, Unix, Technical Support, SQL*Plus, AIX, ETL
Education
California State Polytechnic University-Pomona
BS, Computer Science
California State University Fullerton
Object Oriented Programming and C Programming
California State University Los Angeles
Physics
Gowan Construction DancerSuhaila Dance CompanyJanuary 2007 - Present
Union Bank of California 1998 - 2002
Education
California State University Stanislaus 2000 — 2007
Emerald Expositions, formerly Nielsen Expositions November 2013 - Present
Be Buzz Worthy October 2002 - Present
Intuit September 2011 - December 2012
NAMM, the International Music Products Association 2008 - September 2011
Union Bank of California September 2000 - May 2008
SkyDesk November 1999 - September 2000
Wireless Knowledge -- Qualcomm 1997 - 1998
SONY 1995 - 1997
Qualcomm 1993 - 1995
Skills
Public Relations, Online Marketing, Marketing Communications, Integrated Marketing, Advertising, Trade Shows, Direct Marketing, Email Marketing, Social Media Marketing, Marketing Strategy, Copywriting, Marketing Management, Public Speaking, Budget Management, Account Management, Online Advertising, Marketing, Budgets, Digital Marketing, Social Media, Media Relations, Brand Management, Leadership, Creative Direction, Strategy, Strategic Communications, Market Research, Corporate Branding, Management, Career Counseling, Career Development..., Career Strategist, Market Planning, Strategic Planning, Cross-functional Team..., Creative Strategy, Brand Development, Media Planning
Education
California State University-Fresno 1985 — 1989
BS, Journalism, Advertising, PR
USDHS 1981 — 1985
Prudential 2008 - Present
Union Bank of California April 2003 - March 2008
Skills
401k, ERISA, Financial Services, Retirement, Pensions, Retirement Planning, Qualified Retirement..., Defined Benefit, Employee Benefits, Relationship Management
Education
Boise State University 1994 — 1996
BA, Communication
Union Bank of California August 1976 - December 2008
Union Bank 1976 - 2008
Education
California Polytechnic State University-San Luis Obispo
BS, Polictical Science/Business
Internet Connectivity Group (I.C.G.) March 2013 - Present
JAS July 2011 - March 2013
Union Bank of California November 2003 - February 2006
Skills
CSS, Microsoft SQL Server, Dreamweaver, Photoshop, Java, Microsoft Office, Microsoft Excel, PowerPoint, Access, Visio, SQL, Networking, HTML, Outlook, Data Analysis, Customer Service, Microsoft Word, JavaScript, Sales, Troubleshooting
Education
California State Polytechnic University-Pomona 2007 — 2010
BS in Business Administration, Computer Information Systems
Deseret Digital Media April 2014 - Present
Rakuten MediaForge May 2013 - April 2014
Invesco Ltd. December 2010 - January 2013
Liberty Square Asset Management May 2009 - September 2009
Columbia Management 2005 - 2008
Mizuho Securities / Reed Global Advisors 2002 - 2005
Union Bank of California 2001 - 2002
Skills
Financial Modeling, Credit, Investments, Asset Management, Equities, Investor Relations, Bloomberg, Valuation, Mutual Funds, Investment Strategies, Equity Research, Investment Management, Fixed Income, Portfolio Management, Financial Analysis, Hedge Funds, Management, Alternative Investments, Research, DCF, Asset Allocation, Capital Markets, Equity Valuation
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
Masters, Business
City National Bank September 2013 - Present
City National Bank June 2012 - September 2013
City National Bank July 2010 - June 2012
Union Bank of California 1987 - June 2008
Skills
Formally a member of..., Formally a member of..., NCP Cerification June...
Education
Louisiana State University 1981 — 1985
Bachelor of Science, Business Administration
Auburn University 1979 — 1981
Business
Baton Rouge High School 1977 — 1979
Diploma, College Prep
Fireman's Fund Insurance Company June 2012 - Present
X2nSat Inc. August 2010 - June 2012
Integrated Network Communications August 2005 - July 2009
Union Bank of California September 2003 - August 2006
Skills
Start-ups, Strategic Partnerships, Strategic Planning, Telecommunications, Vendor Management, Team Building, Networking, Project Management, Sales, Executive Management, Business Development, New Business Development, Financial Analysis, Financial Reporting, Financial Modeling
Education
University of San Francisco - School of Management 2000 — 2002
MBA, Finance
Brigham Young University
BA, Communications
Bankers Life September 2015 - Present
Panama Buena Vista Union School District August 2009 - Present
K Cornell & Consulting January 2010 - Present
Rabobank November 2014 - 2015
Union Bank of California October 2003 - February 2010
Wells Fargo Bank March 2002 - September 2003
Valley Small Business Development Corporation December 1999 - February 2002
Mojave Desert Bank June 1997 - November 1999
Skills
Credit, Banking, Commercial Banking, Life Insurance, Small Business Lending, Commercial Lending, Loans, Commercial Mortgages, Credit Analysis, Lines Of Credit, Financial Analysis, Consumer Lending, Risk Management, Underwriting, Cash Management, Portfolio Management, Mortgage Lending, Retail Banking, Asset Based Lending, Financial Risk, Credit Risk, Community Banking, Loan Origination, SBA, Sales, Security, Burglar Alarm, Fire Alarm, Access Control
Education
Grand Canyon University 2013 — 2015
Master's Degree, Organizational Leadership
California State University-Fresno 1985 — 1990
Accounting
Pacific Coast Banking School 2006 — 2008
City of Lathrop June 2013 - November 2014
City of Stockton June 2012 - June 2013
Delta Bluegrass Company September 2011 - June 2012
Robert Half International December 2006 - February 2009
Bank Of Agriculture and Commerce May 2006 - December 2006
Washington Mutual Bank August 2005 - May 2006
Washington Mutual Bank February 2002 - July 2005
Union Bank Of California November 2000 - February 2002
Skills
Retail Banking, Fraud, Analytics, Compliance, Documentation, MS Project, Project Management, Customer Service, MS Office Suite, SharePoint, Management, Software Documentation, Microsoft Office, Team Building, Project Planning, Business Process, Business Process..., Process Improvement, Vendor Management, Information Technology, SDLC, Program Management, Visio, Microsoft Project
Education
California State University-East Bay 2011 — 2014
Bachelor of Business Administration In Progress
San Joaquin Delta College 2009 — 2011
Associates Degree
San Joaquin Delta College 2009 — 2010
Associates Degree
San Joaquin Delta College 2008 — 2010
Associates Degree
Occupational Tai Chi March 2013 - Present
Holistic Health & Wellness Clinic January 2002 - 2013
SchoolFusion.com 2000 - 2010
Affinia, Inc. September 1999 - July 2001
24/7 Media March 1998 - September 1999
Union Bank of California September 1997 - March 1998
Skills
Sales, Business Development, Start-ups, Sales Operations, E-Learning, SaaS, Account Management, Product Demonstration, Digital Marketing, Campaign Management, Educational Technology, Lead Generation, E-commerce, Teacher, Trainer, Corporate Training, Corporate Wellness, Employee Wellness..., Holistic Health, Employee Engagement, Employee Wellness, Employee Training, Traditional Chinese..., Personal Development, Wellness Coaching, Executive Coaching, Communication Training, Wellness, Healing
Education
University of Vermont 1991 — 1995
B.S. Business Administration, Finance, General
Fowler-Wainwright 2012 — 2012
Certified Professional Coach, Professional Coaching
Academy of Chinese Culture and Health Sciences 2003 — 2005
Master of Science (M.S.), Traditional Chinese Medicine
Acupressure Institute 2000 — 2001
Certified Massage Therapist, Acupressure
Cranbrook Kingswood 1988 — 1991
Qualcomm October 2009 - Present
Qualcomm July 2007 - September 2009
Union Bank of California May 2005 - December 2006
Satyam Computer Services February 1998 - May 2005
Education
University of Southern California - Marshall School of Business 2013 — 2015
MBA
Bharathiar University 1993 — 1997
BE, Computer Science Engineering
Bank of the West November 2014 - Present
Union Bank of California January 2005 - March 2014
Podo Legal January 2011 - September 2011
Robert Half International September 2004 - January 2005
Gateway Bank September 2003 - September 2004
Frost Securities, Inc August 2000 - April 2003
Skills
Securities Regulation, Auditing, FINRA, AML, Banking Law, Securities Lending, Sarbanes-Oxley Act, Global Custody, Bankruptcy, Legal Research, Risk Management, Policy Writing, Mortgage Lending, OCC, Rule 144, Trusts, Management, Legal Writing, Regulatory Agencies, Securities Exchange Act..., Investment Company Act, Corporate Governance, Investment Advisors Act..., Investment Company Act..., Securities Act of 1933, Custody Rule, Contract Management
Education
Golden Gate University, School of Law 2005 — 2009
Doctor of Jurisprudence, Business Law
University of North Texas 2000 — 2002
Bachelor of Fine Arts, Fiberarts
California Polytechnic State University-San Luis Obispo 1981 — 1990
Bachelor of Arts, English
Merrill Lynch Trust Company June 2002 - Present
Union Bank of California January 1993 - December 2001
Skills
Wealth Management, Investment Management, Trust Services, High Net Worth..., Asset Allocation
Education
Bemidji State University 1970 — 1974
BA, Education
Ellen C. Paulson August 2010 - Present
Lutheran Church of the Good Shepherd 1998 - Present
Great Western Bank 1990 - 1991
Union Bank of California January 1987 - May 1990
Skills
Teaching, Acting, Television, Training, Voice Over, Public Speaking, Radio, Microsoft Office, Storytelling, Commercials
Education
California State University-Dominguez Hills 1983 — 1986
BS, Business
Freedom Equity Group February 2013 - Present
Real Estate Investor 1971 - Present
Horizon Financial Group/Fairview Management, LLC 1971 - Present
GrowMoney.US/Horizon Financial Group.Ventures 2013 - 2015
GrowMoney.US/Horizon Financial Group/ 2013 - 2015
GrowMoney.US/Horizon Financial Group/ 2013 - 2015
GrowMoney.US/Horizon Financial Group.Ventures 2013 - 2015
GrowMoney.US/Horizon Financial Group.Ventures 2013 - 2015
Transamerica Financial Advisors, Inc. 2012 - 2013
Union Bank of California 1968 - 1971
Skills
Investment Properties, Loans, Real Estate, Real Estate Transactions, REO, Mortgage Lending, Negotiation, Small Business, Property Management, FHA, Mortgage Banking, Foreclosures, Residential Homes, Investors, Insurance, Investments, Selling, Real Estate Development, Property, Short Sales, Relocation, Commercial Real Estate, Marketing, Sellers, Brokerage, Sales
Education
Arizona State University 1966 — 1968
MBA, Management, Finance
Rice University 1962 — 1966
BA, Economics/French--Double Major
Visa August 2009 - Present
Visa July 2008 - February 2009
Jack Henry & Associates December 2007 - June 2008
Convera October 2007 - December 2007
Northrop Grumman July 1999 - May 2007
Union Bank of California April 1998 - June 1999
IBM Global Services November 1988 - April 1998
The Gemini Group 1988 - 1992
CASCO Terminals April 1988 - October 1988
Canadian Pacific Airlines November 1984 - March 1988
Skills
Software Development, BAL, Linux, Mainframe, MySQL, AIX, PHP, REXX, C, MVS, z/OS, Operating Systems, Testing
Education
British Columbia Institute of Technology 1982 — 1984
Computer Science
Sentinel Secondary
SignalFive February 2009 - Present
Software Solutions Firm June 2008 - Present
Equity Trading Firm 2008 - 2008
Exploration Company January 2005 - February 2007
Union Bank of California June 2002 - June 2004
Education
California State University San Marcos 2005 — 2007
Bachelor of Arts, Political Science
Nielsen January 2006 - Present
Disney/ABC Media Networks January 2005 - January 2006
Universal Music Group 2002 - 2005
Quantum Management July 2001 - January 2002
MGM Studios Inc January 1998 - May 2001
Remedy Intelligent Staffing January 1997 - January 1998
Union Bank of California January 1990 - January 1997
Skills
diversity strategy, Change Management, Program Management, project management, recruitment, budget controls, leadership, client service, New Media Strategy, Vendor Management, Vendor Relations, Sales Management, human resources, compliance, OFCCP, erg leadership, department of labor, HR Business Partnering, Project Implementation, Software Implementation, Financial Control, Retail Banking, Campus, Consumer Lending, Managing Employees, Social Media, Social Networking, Affirmative Action, Innovation, Executive Search, Presentation Development, Policy, Event Management, Government Liaison, Compliance Audits, Productivity Improvement, Strategy Development, Inclusion, Team Building, Proactivity, Global Strategy, Managerial Experience, Performance Excellence, Service Excellence, Creative Problem Solving, Temporary Staffing, Virtual, Staffing Industry, Staffing Analysis, Six Sigma
Education
California State Polytechnic University-Pomona 1981 — 1984
None, General
Wells Fargo Bank July 1992 - Present
Citi 2011 - 2014
Union Bank of California 2007 - 2008
U.S. Bank 2002 - 2004
Wells fargo bank 1999 - 2003
WaMu 2001 - 2002
Wells Fargo January 1999 - January 2001
HSBC 1999 - 2001
Skills
Relationship Management, Project Management, Banking, Financial Analysis, Loans, Mortgage Lending, Consumer Lending, Credit, Retail Banking, Sales Management, Real Estate, Investments, Portfolio Management, Management, Risk Management, Leadership, Finance, Business Development, Strategic Financial..., Business Planning, Credit Analysis, Wealth Management, Valuation, Commercial Lending, Asset Management, Customer Service, Sales, Cash Management, Mutual Funds, Loan Origination, Financial Services, Small Business, Small Business Lending, Commercial Banking, Residential Mortgages, Executive Management, Retirement Planning, Refinance, Equities, Financial Advisory, Investment Advisory, Mortgage Banking, Financial Planning
Education
California Coast University 2007 — 2011
Bonyan 1991 — 2008
California State University-Northridge
Landmark Education
Parthian
Marcus & Millichap February 2011 - Present
SF Bay Area Mortgage Association 2000 - 2010
Union Bank of California November 2005 - January 2009
Pacific Capital July 1983 - November 2005
Unity Savings and Loan June 1981 - July 1983
Skills
Asset Managment, Leadership, Investments, Portfolio Management, Finance, Underwriting, Loans, Business Development, Risk Management, Credit, Real Estate, Commercial Real Estate, Asset Management, Credit Analysis, Management
Education
California State University-East Bay 2003 — 2005
MBA, Finance, Economics, and Marketing
UCSF May 2001 - Present
UCSF Medical Center May 2001 - Present
United Behavioral Health November 1997 - May 2001
Union Bank of California December 1987 - July 1997
Education
Northern Christian College
Bachelor of Science (BS), Education
Deutsche Bank December 2009 - Present
TD Ameritrade August 2009 - December 2009
Morgan Stanley June 2006 - May 2009
Union Bank of California June 1998 - June 2006
Bear Stearns December 1995 - October 1997
Bear Stearns International Ltd September 1993 - December 1995
Bear Stearns Securities Corp September 1991 - September 1993
Skills
Prime Brokerage, Equities, Hedge Funds, Fixed Income, Securities Lending, Securities, Financial Services, Investments, Mutual Funds, People Development, Series 7, Settlement, Trading
Education
Boston University 1986 — 1990
BA, International Business and Relations
BNY Mellon May 2013 - Present
PMI Pittsburgh January 2010 - December 2013
Bank of New York Mellon May 2008 - May 2013
Management Science Associates 2006 - 2008
Union Bank of California August 2000 - March 2006
Union Bank of California June 1998 - September 2000
Union Bank of California September 1992 - June 1998
Skills
Analysis, Banking, Budgets, Business Analysis, Business Continuity, Business Process, Business Process..., Business Strategy, CRM, Cash Management, Change Management, Cross-functional Team..., Enterprise Risk..., Finance, Financial Analysis, Financial Services, Governance, IT Strategy, Integration, Leadership, MS Project, Management, Non-profit Board..., Operations Management, PMO, PMP, Payments, Process Improvement, Program Management, Project Management, Project Planning, Project Portfolio..., Relationship Management, Requirements Analysis, Risk Management, Sales, Software Project..., Strategic Planning, Team Building, Team Leadership, Vendor Management, Visio, Non-profit Volunteer
Education
University of Phoenix, San Diego 1998 — 1999
MBA
California State Polytechnic University-Pomona 1990 — 1992
BS, Multi-National Corporate Finance
Calypso Technology January 2012 - Present
Shareandrent/cymplesoft/Alpha Fiber November 2009 - Present
yousendit February 2010 - December 2011
Shareandrent Inc January 2007 - October 2009
Pss Systems. July 2007 - September 2008
Aldon Inc April 2005 - July 2007
Technical Lead June 2003 - April 2005
eBay June 2002 - June 2003
NEC Solutions May 2001 - June 2002
Union Bank Of California April 2000 - May 2001
Skills
Software Design, J2EE, Web Services, Hibernate, Spring, Struts, JSP, EJB, JBoss, Tomcat, JSF, Servlets, Eclipse, XML, Java, J2SE, JMS, SOA, JDBC, UML, JUnit, JPA, MySQL, Software Engineering, Software Development, Database Design, Databases, E-commerce, SOAP, Linux, Web Applications, Computer Science, Java Enterprise Edition, Unix, REST, Distributed Systems, Agile Methodologies, Shell Scripting, Enterprise Architecture, AJAX, Architecture, Design Patterns, Ant, Apache, Scalability, Weblogic, Scrum, Maven, CVS, Subversion
Education
Andhra University 1993 — 1997
BS, match, science and mechanical engineering
Little Flower Jr College 1991 — 1993
Inter Math, Maths, Physics
Little Flower High School 1980 — 1990
SSC, General
Rodan and Fields March 2015 - Present
FunMobility September 2011 - December 2014
Macy's 2008 - November 2012
Wachovia Bank October 2006 - January 2008
World Savings May 2004 - October 2006
World Savings October 2000 - May 2004
Combio January 2000 - October 2000
World Savings May 1995 - January 2000
Union Bank of California January 1994 - May 1995
Union Bank of California May 1993 - January 1994
Skills
Project Portfolio..., Testing, Business Analysis, SDLC, Requirements Analysis, Software Development, Program Management, Project Management, IT Infrastructure..., Integration, Management, Risk Management, Process Improvement, Cross-functional Team..., Budgets, Leadership, Strategy, Operations Management, Quality Assurance, Process Simulation, Business Process, Vendor Management, Strategic Planning, Security, Project Planning, CRM, Analysis, Start-ups, Software Documentation, ERP, Business Intelligence, Visio, Agile Methodologies, Product Management, Cloud Computing, Team Leadership, Analytics, E-commerce, Business Process..., Team Building, IT Management, Software Project..., Enterprise Software, Human Resources, PMP, Forecasting, SaaS, Executive Management, Mobile Devices
Education
California State University-East Bay 1979 — 1986
BS, Accounting
STEP INTO MY SOLE FOUNDATION Inc. January 2012 - Present
Union Bank of California November 2008 - February 2009
Barclays Global Investors October 2007 - August 2008
GMN Capital L.P. September 2006 - June 2007
Mellon Capital Management March 2006 - September 2006
Investors Bank & Trust 2002 - 2005
Thomas Weisel Partners February 2000 - November 2001
Skills
Fixed Income, Securities, Trading, Mutual Funds, Financial Services, Bonds, Investments, Strategic Planning
Education
California State University-East Bay
B. A., Communications
Mission Federal Credit Union March 2009 - Present
Union Bank of California October 1999 - March 2009
Skills
Banking, Loans, Mortgage Lending, Credit, Consumer Lending, Loan Origination, Real Estate, Credit Analysis, Credit Risk, Small Business Lending, Retail Banking, Investment Properties, Underwriting, Credit Unions, Branch Banking, FHA, Residential Mortgages, Mortgage Banking, Training, Commercial Banking, Commercial Lending, Leadership, Business Development, Commercial Mortgages, Sales, Management, Finance, Branch Management, Deposits, Lines Of Credit, Cross Selling, Credit Cards, Loan Servicing, Relationship Management, Home Equity Loans, Refinance, Home Equity Lines of..., Small Business, Financial Services, Team Building, Asset Based Lending, Operational Risk, Internet Banking, Risk Management, Strategic Financial..., Financial Planning
Education
Western CUNA Management School 2012 — 2015
ACE accredited degree: CU strategic planning,operations, financials,leadership, legal,HR etc., Credit Union Management / Leadership
Ashford University 2008 — 2010
Organizational Management, Business
Western Governors University
Sales Management
Acer August 2010 - Present
Hot Topic January 2008 - August 2008
Union Bank of California December 2005 - February 2007
NaviCast Interactive October 1997 - December 2005
Warner Bros October 1995 - October 1997
Argosy Advertising 1993 - 1995
International Association Managers, Inc. 1992 - 1993
AJM Design 1989 - 1992
Skills
E-commerce, Social Networking, Web Development, Start-ups, Advertising, Online Marketing, Social Media Marketing, Product Management, SEO, Digital Marketing, Web Content Management, Digital Media, Management, Project Management, Creative Direction, Marketing Strategy, Strategic Partnerships, Vendor Management, Web Marketing, Online Advertising, SEM, Digital Strategy, Executive Management, SaaS, Analytics, Cross-functional Team..., Mobile Devices, Social Media, Copywriting, Copy Editing, Graphic Design, Web Design, Strategic Planning, Mobile Marketing, Mobile Applications, Global Marketing, Content Management, Web Content, Presentations, Financial Projection, Team Building, Team Management, Contract Negotiation, Contract Management
Education
Arizona State University 1988 — 1992
Bachelor of Science (B.S.), Marketing
Pacific Coast Bankers' Bank August 2006 - Present
First Republic Bank August 1999 - August 2006
Union Bank of California August 1989 - June 1996
Wells Fargo Bank 1981 - 1983
Wells Fargo Bank 1981 - 1983
Skills
Photoshop, Teaching, HTML, Strategic Planning, Credit, Management, Commercial Lending, Risk Management, Loans, Accounting
Education
American InterContinental University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Business Psychology, Magna Cum Laude
Providence Health & Services April 2013 - Present
Providence Health & Services August 2012 - April 2013
Sutter Central Valley Hospital October 2008 - July 2012
The Golden 1 Credit Union June 2004 - October 2008
Union Bank of California May 2003 - June 2004
Skills
Finance, Accounting, Financial Analysis, Cash Management, Financial Reporting, Account Reconciliation, Banking, Budgets, GAAP
Education
California State University Stanislaus
Bachelor of Science degree in Business Administration, Finance
Liferay, Inc. April 2010 - Present
CGI June 2009 - February 2010
Southern California Edison June 2008 - September 2008
Union Bank of California June 2007 - September 2007
Skills
Liferay, MySQL, Tomcat, HTML, Java, SQL, Spring Framework, Java Enterprise Edition, Microsoft Office, Linux, JavaScript, Cloud Computing, Software Development, Network Security, Microsoft SQL Server, XML, CSS, PHP, Visio
Education
California State Polytechnic University-Pomona 2005 — 2008
Bachelor of Science, Business Administration - Computer Information Systems
Federal Home Loan Bank of San Francisco August 2015 - Present
Federal Home Loan Bank of San Francisco January 2015 - August 2015
Federal Home Loan Bank of San Francisco June 2013 - January 2015
Wells Fargo January 2010 - May 2013
Wells Fargo April 2008 - January 2010
Wells Fargo September 2006 - April 2008
FIRST COLLATERAL SERVICES, INC January 2004 - September 2006
UNION BANK OF CALIFORNIA January 2002 - January 2004
Skills
Experienced team leader, Analytical—good at..., Excellent in..., Adaptable and tolerant..., Detail-oriented, Excellent team player, People person, High attention to detail, Works extremely well..., Effective time..., Capable of training..., Resourceful, Leadership, Securities, Capital Markets, Management, Derivatives, Trading, Equities, Banking, Credit, Series 7, Accounting, Time Management, Account Reconciliation, Financial Analysis, Middle Office, Financial Risk, Portfolio Management, Valuation, Treasury Management, FX Options, Analysis, Swaps, Strategic Financial..., Hedging, Financial Planning
Education
Golden Gate University 2010 — 2012
Bachelor of Arts (B.A.), Management, 3.239
California State University-East Bay 2001 — 2003
Biology, General
U.S. Trust, Bank of America Private Wealth Management August 2007 - Present
Union Bank of California February 2001 - August 2007
Copper Mountain Trust November 1997 - January 2001
U.S. Bank July 1996 - October 1997
Wells Fargo / First Interstate Bancorp February 1995 - June 1996
Bowler & Associates, Inc. January 1993 - February 1995
Skills
Event Management, Event Planning, Marketing, Marketing Communications, Integrated Marketing, Business Development, Strategic Planning, Public Relations, Internal Communications, Marketing Strategy, Advertising, New Business Development, Media Relations, Collateral, Strategy, Crisis Communications, Corporate Communications, Management, Strategic Communications
Education
California State Polytechnic University-Pomona
Bachelor of Science (BSc)
Lyons Magnus May 2011 - Present
Lyons Magnus September 2009 - May 2011
CAL West May 2009 - September 2009
California State University, Fresno August 2008 - May 2009
California State University, Fresno August 2008 - May 2009
California State University, Fresno August 2008 - May 2009
California State University Fresno June 2008 - November 2008
Togo's/ Baskin Robins March 2004 - October 2008
Union Bank of California January 2007 - July 2007
Holdsambeck & Associates, Inc May 2006 - July 2006
Skills
Data Analysis, Microsoft Excel, Access, Microsoft Office, Microsoft SQL Server, Research, Project Management, Teamwork, Public Speaking, Microsoft Dynamics AX, Quantitative Analytics, Microsoft Word, Statistics, Healthcare, Sales, Leadership, Team Building, Customer Service, PowerPoint, SPSS, Psychology, Outlook, Customer Relations
Education
California State University, Fresno 2007 — 2009
Master's of Arts, experimental research in psychology; an emphasis in quantitative psychology
California State University, Fresno 2003 — 2007
Bachelor's of Arts, Psychology
Housing Authority County of Stanislaus January 2010 - April 2010
Union Bank of California, August 2008 - February 2009
IXIS Asset Management May 2005 - April 2008
Advent Outsource / Advent June 2001 - November 2003
Wells Fargo / Van Kasper June 2000 - January 2001
Chase / Hambrecht & Quist November 1995 - May 2000
Kidder, Peabody & Co April 1984 - February 1995
Skills
SEI 3000 Trust System, Advent AXYS 3.5.1, Yardi Systems, Overnight Comparison..., APL Checkfree System, Microsoft Word / Excel, Typing / Ten Key (8,000..., Accounts Payable
Education
American Business College
Certificate of Achievement, Mortgage Banking & Real Estate Principals
Computer Tutor Business and Technical Institute
Certificate of Achievement, Administrative Account Clerk
AT&T WiFi Services February 2010 - Present
BiJae's Photography February 2005 - Present
eLoyalty October 2007 - January 2010
Texas Credit Union Department March 2006 - October 2007
Travis County July 2000 - March 2006
Star Systems, Inc June 1999 - July 2000
Union Bank Of California June 1997 - July 1999
Union Bank Of California July 1996 - June 1997
Skills
Web Development, PHP, Oracle SQL, Databases, SQL, CSS, HTML, Linux, SQL Server, Windows, MySQL, JavaScript, AJAX, Unix, Troubleshooting, Programming, Apache, Subversion, Network Administration, Web Applications, Agile, C#, ASP, jQuery, XP, Database Design, Microsoft SQL Server, Agile Methodologies, Oracle, Integration, Software Development, Testing, Access, Perl, Networking, Security, Servers, PL/SQL, Scrum, TCP/IP, PostgreSQL, Java, XML, Software Engineering, Web Services, Python, Cloud Computing
Education
St. Leo University 2000 — 2002
Business Administration and Management, General
California State University Stanislaus 1992 — 1995
Transfer, Biology / Business Admin
Summerville 1989 — 1991
INTEGRATED PROPERTY ANALYSIS, INC January 1994 - Present
Bank of America January 1989 - January 1994
Wells Fargo Bank January 1984 - January 1989
UNION BANK OF CALIFORNIA January 1971 - January 1984
Skills
Real Estate Development, Construction, Construction Management, Entitlements
Education
Ain Shams University
Bachelor of Science, Engineering;
UCLA
Real Estate and Business Administration and Management, General
Russ Reid Company January 2008 - Present
Young & Rubicam October 2007 - January 2008
The Agency at Art Center 2006 - 2007
WONGDOODY May 2006 - September 2006
Union Bank of California 1997 - 2000
Skills
Creative Direction, Typography, Art Direction, Logo Design, Creative Strategy, Interactive Advertising, Concept Development, Direct Mail, Graphic Design, Outdoor Advertising, Creative Writing, Branding & Identity, Art, Corporate Identity, Advertising, Interaction Design, Integrated Marketing
Education
ArtCenter College of Design 2004 — 2007
United Retirement Plan Consultants November 2014 - Present
United Retirement Plan Consultants December 2013 - November 2014
United Retirement Plan Consultants November 2012 - November 2013
agility TPA March 2012 - November 2012
Cache Pension Services, Inc. October 2010 - February 2012
Kravitz, Inc. December 2008 - October 2010
Union Bank of California August 2004 - December 2008
CNATrust March 1999 - July 2004
Arizona Qualified Plan Servcies (AQPS) 1997 - 1999
Skills
Pensions, Strategic Planning, Compliance, Customer Relations, 401k, Employee Benefits, Retirement, Team Building, Vendor Management, Process Improvement, Defined Benefit, Problem Solving, New Business Development, Management Consulting, Change Management, Negotiation, Process Engineering, Team Leadership, Benefits Administration, ERISA, Operations Management, Retirement Planning, Business Strategy, Employee Relations, Customer Service, Business Planning, Risk Management
Education
Arizona State University 1994 — 1997
Master of Arts
Indian Institute of Technology, Madras 1992 — 1994
M.Sc.
Fergusson College 1989 — 1992
B.Sc.
City National Bank November 2014 - Present
US Bank (Southern California Commercial Banking) May 2010 - November 2014
Wells Fargo February 2008 - May 2010
Chinatrust Bank December 1999 - February 2008
General Bank 1997 - 1999
Bank Niaga 1994 - 1997
Union Bank of California 1990 - 1994
Bank of Credit & Commerce 1984 - 1990
Skills
Wholesale, Manufacturing, Distributors, Commercial Banking, Treasury Management, Import/Export, Non-profits, Retail, Real Estate, Nonprofits, International Trade, Investments, Commercial Lending, Loans, Wealth Management, Mortgage Lending, Credit, Finance, Business Planning, Lines Of Credit, Credit Analysis, Middle Market, Banking, Financial Analysis, Portfolio Management
Education
Babson College 1980 — 1984
Bachelor of Science (BS), Economics, Graduated with Distinction (cum laude)
Fairfield Prep 1977 — 1980
MUFG Americas July 2014 - April 2015
Union Bank March 2012 - July 2014
Union Bank October 2010 - March 2012
Union Bank of California January 2009 - October 2010
Union Bank 2004 - 2008
Union Bank 1999 - 2004
Union Bank 1992 - 1999
Security Pacific Bank 1986 - 1992
First Interstate Bank 1979 - 1986
Skills
Treasury Management, Banking, ACH, Commercial Banking, Cash Management, Payments, Risk Management, Internet Banking, Financial Services, Relationship Management, Treasury Services, Electronic Payments, Credit Cards, Small Business Lending, Portfolio Management, Credit Risk, Consumer Lending, Product Management, Financial Risk, Trade Finance, Cross Selling, Core Banking, Private Banking, Management, AML, Financial Institutions, Financial Analysis, Operational Risk..., Financial Modeling, Capital Markets, Liquidity Management, Payment Systems, Finance, Debit Cards, Deposits, Treasury, KYC, Branch Banking, Underwriting, Asset Based Lending, Lines Of Credit, Operational Risk
Education
Arizona State University
Cottey College
Foothill AIDS Project August 2014 - Present
Foothill AIDS Project October 2012 - August 2014
Los Angeles County Probation Department September 2011 - January 2012
Valeant Pharmaceuticals May 2008 - February 2010
Union Bank of California August 1996 - April 2008
Law Offices of Edward C. Baretta September 1988 - August 1996
Skills
Developmental..., Mental Health, Youth At Risk, Children, Executive..., Commercial Banking, HIV, Software Documentation, Regulatory Affairs, Program Development, Microsoft Word, Group Therapy, Teamwork, Social Services, Nonprofits, Microsoft Office, Psychology, Event Planning, Leadership
Education
Azusa Pacific University 2013 — 2015
MFT, Clinical Psychology
University of La Verne 2007 — 2012
Bachelor of Science (BS), Psychology
East Los Angeles City College 2005 — 2007
Associate In Arts, Liberal Arts
Optum Analytics (UnitedHealth Group) February 2014 - Present
Cognizant Technology Solutions February 2010 - January 2014
BNY Mellon January 2012 - December 2013
Putnam Investments July 2011 - December 2011
Blue Cross Blue Shield of Massachusetts February 2010 - April 2011
The Regence Group June 2008 - January 2010
Union Bank of California September 2007 - February 2008
Trinus Corporation May 2007 - August 2007
Wipro Technologies December 2006 - March 2007
Kanbay-CapGemini August 2004 - November 2006
Skills
SDLC, Business Intelligence, Business Analysis, Agile Methodologies, Requirements Analysis, Data Warehousing, EDI, Banking, Payments, User Acceptance Testing, Solution Architecture, MIS, Asset Managment, HIPAA, Global Delivery, Change Management, Software Project..., Data Mapping, SWIFT messaging, Test Planning, Derivatives, ETL, Middle Office, Healthcare Analytics, Equities, OTC, ETFs, FpML, PayPlus, Equity Valuation, Equity Research, RTGS, Digital Photography, Canon DSLR, EMR, Integration
Education
Birla Institute of Technology and Science, Pilani
Kendriya Vidyalaya
Cisco Systems Capital Corporation June 2007 - Present
Union Bank of California March 2006 - April 2007
Bank of America June 1980 - October 2005
Skills
Strategy, Business Analysis, Management, Project Management, Training, Vendor Management, Business Process, Data Analysis, Risk Management, Financial Analysis, Corporate Finance, Analysis, Financial Reporting, Project Planning, Leadership, Financial Modeling
Education
Villanova University 2007 — 2007
Master Certificate
California State University-East Bay 1981 — 1984
MBA
UC Davis 1975 — 1979
BS
Port Authority of New York and New Jersey March 2008 - Present
IDB Bank 2006 - 2008
Israel Discount Bank of New York 2006 - 2008
New York University 2001 - 2007
Union Bank of California 2005 - 2006
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
MBA
Columbia University in the City of New York 1994 — 1998
Medical Staff Services Registry February 2007 - Present
Univ of California Med Ctr May 2001 - Present
United Behavioral health September 1997 - May 2001
Union Bank of California December 1988 - July 1997
Education
Northern Christian College 1975 — 1981
Barnes-Jewish Hospital May 2009 - Present
CrossBridge Community Church January 2007 - July 2008
Firsthand Capital Management, Inc. August 1996 - February 2001
Union Bank of California November 1995 - August 1996
Bank of America November 1992 - November 1995
Education
Austin Community College 2006 — 2009
ADN, Registered Nursing
University of San Francisco 1991 — 1992
MBA, Business
University of Notre Dame 1988 — 1991
BBA, Accounting
Honda North America, Inc November 2013 - Present
Southern California Edison July 2009 - Present
Oracle Corporation (Randstandt Corporation) September 2009 - April 2010
Relsys International, Inc. (Contract) December 2008 - April 2009
Union Bank of California September 2005 - December 2008
eBuilt Inc. April 2000 - September 2005
Business Engine Corporation 1998 - 2000
Risk Data Corporation 1995 - 1998
Skills
Visio, Software Development..., Software Documentation, Technical Writing, SharePoint, Agile Methodologies, SQL, Training, JavaScript, XML, Adobe Acrobat, Business Analysis, Access, Program Management, Project Management, Analysis, Business Process, Business Process..., Business Requirements, Disaster Recovery, MS Project, Management, Process Improvement, RoboHelp, SnagIt, Technical Documentation, Testing
Education
California State University-Bakersfield 1975 — 1980
BA, MA, English
Santiago Canyon College
Shafter High School 1963 — 1967
MSA Media May 2006 - May 2008
Union Bank September 1992 - February 2006
Union Bank of California 2000 - 2006
Education
San Diego State University-California State University 2001 — 2001
Certificate, Project Management
University of Phoenix 1997 — 1999
MBA
California State Polytechnic University-Pomona 1988 — 1992
BS, Finance
Royal Bank of Scotland January 2012 - Present
Royal Bank of Scotland July 2009 - January 2012
ABN AMRO Bank N.V. September 2005 - July 2009
ABN AMRO Bank N.V. March 2005 - August 2005
Union Bank of California August 2004 - February 2005
Hudson United Bank April 2004 - August 2004
Valley National Bank March 2003 - March 2004
Valley National Bank October 2002 - February 2003
Skills
Financial Risk, SOX 404, Auditing, Due Diligence, KYC, AML, CAMS, Risk Assessment, Fraud, OFAC, Microsoft Excel, Operational Risk, Finance, Quality Auditing, Sanction, USA PATRIOT Act, Financial Services, Anti Money Laundering, Operational Risk..., Retail Banking, Risk Management, Banking, Internal Audit
Education
Fairleigh Dickinson University 2002 — 2003
Paralegal certificate with Honors
City University of New York-Brooklyn College 1991 — 1993
M.A. in Economics with Certificate of Excellence
Saint Petersburg Institute of Economics anf Management 1984 — 1989
B.A. in Finance and Information Systems with Honors
Union Bank of California intranet analyst - internDisney Consumer Products2006 - Present
DISNEY CONSUMER PRODUCTS, INFORMATION TECHNOLOGY 2006 - 2007
Education
California State Polytechnic University-Pomona 2002 — 2007
Union Bank of California August 2007 - Present
Compusense Information Management, LLC 1996 - Present
Colonial Bank 2005 - 2007
Hewlett-Packard 1998 - 2003
Commtech Industries 1997 - 1998
Skills
High Availability, Manufacturing, Energy Management, Automation, Integration, Analysis, Consulting, Data Center, Databases, Disaster Recovery, Enterprise Architecture, IT Operations, IT Strategy, ITIL, Management, SDLC, SOA, Security, Software Documentation, System Administration, Strategy, Unix, Virtualization, Operating Systems, Strategic Planning, Project Management, Performance Tuning
Education
Ashford University 1999 — 2002
MBA, Business Administration
Ashford University 1997 — 1999
BS, Computer Science
Louisiana Tech University 1977 — 1979
None, Engineering
Union Bank of California Assistant Vice PresidentUnion Bank Foundation1997 - Present
Education
California State University-East Bay 1978 — 2001
Wells Fargo November 2011 - May 2015
Granite Solutions Groupe, Inc. March 2010 - June 2011
Union Bank of California October 2008 - October 2009
Brickwalk September 2006 - April 2008
Essex Credit Corp December 2001 - September 2006
Skills
Business Analysis, Process Improvement, Management, Banking, SDLC, Risk Management, Vendor Management, Integration, Financial Services, Business Requirements, Requirements Gathering, Finance, Software Documentation, Program Management, Project Management, Operations Management, ERP
Education
California State University-East Bay 2007 — 2007
Project Managment
Union Bank July 2014 - Present
Union Bank of California January 2008 - July 2014
Union Bank of California June 2006 - January 2008
ADP June 2003 - June 2006
ADP 1999 - June 2004
EY 1998 - 1999
Home Savings of America 1995 - 1998
Aurora National Life 1991 - 1995
Skills
Operational Risk, Risk Management, Banking, Financial Risk, Financial Analysis, Internal Controls, Auditing, Operational Risk..., Internal Audit, Commercial Banking, Strategic Financial..., Sarbanes-Oxley Act, Corporate Finance, Risk Assessment, Corporate Governance, Financial Modeling, Treasury Management, Finance, Enterprise Risk..., Loans, Sarbanes-Oxley, COSO, Valuation, Mergers & Acquisitions, IT Audit, Financial Services, Due Diligence, Financial Institutions, Financial Reporting, Credit Risk
Education
California State Polytechnic University-Pomona 2001 — 2004
Master’s Degree, Information Systems Audit
Ateneo de Manila University 1983 — 1988
Bachelor’s Degree, Legal Management
Natixis June 2013 - Present
Union Bank of California June 2003 - June 2013
ING October 1995 - April 2001
Barclays Capital 1991 - 1995
Citibank 1988 - 1991
Skills
Project Finance, Private Placements, Syndications, Financial Structuring, Structured Finance, Debt, Oil & Gas, Restructuring, Corporate Finance, Finance, Renewable Energy, Private Equity, Energy Industry, Capital Markets, Banking, Commodity, Financial Analysis, Securitization, Investment Banking, Credit Analysis, Leveraged Finance, Loans
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Barnard College 1983 — 1987
B.A., Political Economy
be.group January 2014 - Present
California Institute of Technology August 2011 - January 2014
Taproot Foundation 2011 - 2012
WesCorp April 2007 - August 2011
Wescom Credit Union 2003 - 2007
Union Bank of California 2000 - 2003
Sanwa Bank 1998 - 2000
Coast Savings July 1984 - April 1998
Skills
Performance Management, Organizational..., Leadership Development, Coaching, Vendor Management, Strategic Planning, Employee Relations, Change Management, Employee Engagement, Benefits Administration, Team Building, Process Improvement, Onboarding, Succession Planning, Talent Management, Human Resources, Executive Coaching, Executive Management, Leadership, Organizational Design, Strategy, Team Leadership, Training, Administration, Employee Benefits, Employee Training, FMLA, HR Consulting, Management, Personnel Management, Policy, Talent Acquisition, Time Management, Workshop Facilitation
Education
Azusa Pacific University 2001 — 2003
Masters, Organizational Management
Woodbury University
BS, Business
Union Bank October 2012 - Present
Union Bank July 2010 - October 2012
Union Bank of California April 2005 - July 2010
Citi July 2003 - April 2005
Citibank July 2001 - July 2003
Charles Schwab February 2000 - July 2001
Skills
Bank Secrecy Act, AML, Finance, Series 7, Mortgage Lending, Data Analysis, BSA, Investigation, Customer Due Diligence ..., Microsoft Excel, ECA by Norkom..., Know Your Customer KYC, LexisNexis, Intelligent Enterprise..., Critical Thinking, SAS Security..., rumba, Series 63, WorldCheck, Computer Proficiency, Pacer, Online Research, refinance, Risk Management
Education
Michgan State University 1997 — 2000
Bachelor's degree, Finance, General, 3.7
Headington School 1995 — 1997
GCSE (high school)
Union Bank of California September 2004 - January 2010
Skills
Credit, Loans
Education
California State University San Marcos 2011 — 2013
Bachelor of Arts (B.A.), Human Development, Cum Laude
CIT Bank January 2015 - Present
US Bank April 2008 - December 2014
City National Bank March 2007 - March 2008
Union Bank of California February 2000 - March 2007
Union Bank October 1998 - February 2000
Education
Boston University
Union Bank of California February 1997 - November 2002
Barclay's Global Investors, MasterWorks April 1996 - February 1997
Bank of America October 1985 - March 1996
Skills
Banking, Employee Benefits, Series 63, Retirement Planning, Project Management, Financial Services, Investments, 401k, Risk Management, Mutual Funds, Pensions, Retirement, Wealth Management, Business Planning, Fixed Income
Education
University of California, Los Angeles 2000 — 2002
Computer Science
Arizona State University 1985 — 1988
Liberal Arts
Wells Fargo February 2009 - Present
Union Bank of California July 2007 - October 2008
Wells Fargo Bank October 2006 - July 2007
wells fargo March 2005 - October 2006
American United Life/OneAmerica August 2003 - March 2005
UBS May 2000 - August 2002
Automobile Club of Southern California September 1999 - May 2000
Thrivent Financial September 1992 - September 1999
Skills
Commercial Lending, Series 7, Commercial Banking, Series 63, Loans, Investments, New Acquisitions, Credit, Fixed Annuities, Small Business Lending, Life Insurance, Mortgage Lending, Consumer Lending, Finance, Loan Origination
Education
California Lutheran University 1975 — 1979
BA, Psychology
Union Bank of California Business System AnalystCNA trust2001 - 2004
Scosys Inc 2000 - 2001
Pegasus Consulting group 1999 - 2000
Titan Industries 1987 - 1997
Skills
Vendor Management, Business Analysis, SDLC, Requirements Analysis, Project Management, Business Intelligence, Business Process, ERP, SAP, Data Warehousing
Education
Bangalore University 2000 — 2004
The Affinity Advisory Group, LLC September 2011 - Present
First California Bank 2008 - 2011
Community West Bank 2005 - 2008
Union Bank of California 2004 - 2005
Union Bank of California 2003 - 2004
First Community Bank 1999 - 2003
SOUTHTRUST BANK 1996 - 1999
Cape Cod Bank & Trust 1971 - 1995
Skills
Strategic Leadership, Results Oriented, Team Motivator, Commercial Lending, Small Business Lending, Credit, Banking, Loans, Mortgage, Customer Service, Team Building, Commercial Banking, Credit Analysis, Consumer Lending, Underwriting, Credit Risk, Portfolio Management, Mergers, Financial Analysis, Retail Banking, Customer Relations, New Business Development, Strategic Planning, Negotiation, Sales Management, Real Estate, Lines Of Credit, Coaching, Mergers & Acquisitions, Mortgage Lending, Goal Oriented, Investments, Business Development, Commercial Mortgages, Loan Origination, Asset Based Lending, Risk Management, Treasury Management, Private Banking, Asset Management, SBA, Financial Institutions, Cash Management, Cross Selling, Construction Loans, Deposits, Relationship Management, Financial Services, Finance, Mortgage Banking
Education
Bryant University
BS, Management
Cohen Brown Sales Program Graduate and Administrator
Hingham high school
National Commercial Lending Graduate School
Risk Management Association Loan Officers Resident Seminar
Williams College School of Banking
Retired June 2008 - Present
Union Bank of California December 1997 - June 2008
Bank of America 1987 - 1996
Education
California State University-Fresno 1981 — 1983
Bachelor of science, Accounting and Finance
College of the Sequoias 1981 — 1982
Liberty Mutual Insurance July 2013 - Present
ShareBuilders Inc December 2011 - July 2013
ShareBuilders Inc September 2007 - December 2011
ShareBuilders Inc October 2006 - September 2007
Walgreens September 2004 - September 2005
Menards October 2003 - June 2004
Union Bank of California January 2003 - May 2003
MTE Inc/Craig School of Business August 2002 - December 2002
Skills
Training, Project Management, Operations Management, Pricing, Pricing Strategy, Yield Management, Team Leadership, Excel, Powerpoint,..., highly analytical, Supervisory Experience, Highly detail oriented, Teamwork, Hiring Practices, Hiring Employees, Fluent in German, Customer Service, Retail Management, Merchandising, Internet, Root Cause Analysis, Cost Benefit, SharePoint, SAS, Microsoft SQL Server, Teradata, MS Excel Pivot Tables, Business Requirements, Cross-functional..., Analysis
Education
California State University, Fresno 2002 — 2003
MBA, Human Resources, General Management, 3.93
Universität Passau / University of Passau 1999 — 2001
Vordiplom Betriebswirtschaft (Business Admin), Business Administration/Economics
US Bank 2009 - Present
PFF Bank & Trust (now part of US Bank) June 2004 - Present
Bank of America Private Bank 2000 - 2004
Union Bank of California 1986 - 2000
Education
San Francisco State University 1984 — 1986
B.A., Business Administration
Boston University
Banking
Bank of America August 2005 - Present
The Plus Group Inc August 2004 - August 2005
San Joaquin Valley Farms April 2004 - August 2004
Union Bank of California October 2003 - March 2004
Gap Inc Pacific Distribution August 2002 - October 2003
Goodwill Industries August 2001 - August 2002
Skills
Applicant Tracking..., Full-cycle Recruiting, Onboarding, Internet Recruiting, Talent Acquisition, Hiring, Interviews, New Hire Orientations, Recruiting, Screening Resumes, Sourcing, Technical Recruiting, Temporary Placement, Training, Banking, Benefits Negotiation, College Recruiting, Employee Relations, Employee Training, Human Resources, Leadership, SDLC, Talent Management
Education
California State University-Fresno 1995 — 2000
Communications, Business/Corporate Communications
First National Bank of Northern California July 2002 - Present
First National Bank of Northern California July 1996 - 2002
Union Bank of California 1987 - 1996
Bank of America August 1981 - February 1986
Skills
Small Business Lending, Commercial Real Estate..., Loan Operations and..., Credit Risk Mgt, Relationship Banking, Community Reinvestment..., Credit Administration
Education
Pacific Coast Banking School @ University of Washington 2003 — 2005
University of San Francisco 1978 — 1981
MBA, Organizational Development
Ateneo de Manila University 1970 — 1975
BS, Management Engineering
San Beda College 1958 — 1970
Cognizant Technology Solutions May 2004 - Present
Union Bank of California January 2007 - October 2010
ObjectOrb Technologies 2001 - 2004
Skills
Requirements Analysis, SDLC, Project Management, Agile Methodologies, Project Planning, UML, Software Project..., SOA, Java Enterprise Edition, Web Services, OOAD, Struts, Solution Architecture, Enterprise Architecture, Websphere, Account Management, Program Management
Education
Bangalore University
Bank of America Merrill Lynch January 2001 - Present
FINRA June 1998 - December 2000
Union Bank of California June 1996 - June 1998
Towers Perrin 1994 - 1995
Education
California State University-Dominguez Hills 1991 — 1993
El Camino College
North Torrance High
Artech Information Systems March 2014 - Present
ERCOT August 2012 - December 2013
AMTEK Consulting July 2011 - August 2012
IBM Global Services 2005 - June 2010
Wellpoint 2000 - 2005
Union Bank of California 1997 - 2000
Farmers Insurance 1992 - 1997
Farmers Insurance Group 1990 - 1992
ITT Aerospace 1988 - 1990
Skills
Data Center, Brocade, Disaster Recovery, Data Migration, Storage, System Administration, HUR TSM HTnM HDvM..., HMC
Education
California State Polytechnic University-Pomona 1984 — 1988
Bachelor of Science, Aerospace Engineering
Union Bank of California Business SpecialistWells Fargo2005 - 2007
Automobile Club of Southern California August 1982 - June 1992
Education
California Lutheran University 1975 — 1979
PayForward April 2014 - Present
ACAMs 2007 - Present
City of San Jose 1998 - June 2014
Schwab September 2009 - April 2014
KHTI inc. 2009 - 2012
Chevron Credit Union October 2007 - April 2009
Union Bank of California 2005 - 2007
M2 Consulting, Inc 2005 - 2007
US Treasury 1984 - 2005
Skills
Fraud, Surveillance, Operational Risk..., Enforcement, AML, KYC, Bank Secrecy Act, Certified Anti-Money..., Operational Risk, Risk Management, Risk Assessment, USA PATRIOT Act, FinCEN, OFAC, Financial Risk, Internal Audit, Analysis, Banking, Financial Institutions, Leadership, Due Diligence, Anti Money Laundering
Education
California State University-Dominguez Hills
Marine Biology
California State University-Dominguez Hills
Union Bank of California Training InstructorWashington Mutual2004 - 2005
Education
California State Polytechnic University-Pomona 1995 — 1999
B.S., Political Science
Union Bank of California February 2006 - May 2008
ADP March 2000 - February 2006
SunnyHills Palladium 1999 - 2000
Eastern Airlines American Cargo Corp. October 1998 - June 1999
Tricom Management January 1998 - October 1998
Argus Medical Management May 1996 - December 1997
Education
California State Polytechnic University-Pomona 2001 — 2004
MBA, Finance
California State University-Fullerton 1992 — 1996
BA, Accounting
Mt. San Antonio College 1994 — 1994
Institutional Cash Distributors, ICD September 2012 - Present
Great Pacific Securities June 2010 - September 2012
Reliable Defeasance January 2008 - June 2010
Capital Markets Company 1998 - 2008
Bank One September 1996 - September 1998
Union Bank of California September 1994 - September 1996
Bank of America 1993 - 1994
Mutual of Omaha 1987 - 1992
Skills
Trading, Securities Lending, Fixed Income, Capital Markets, Financial Markets, Structured Products, Money Market, Series 63, Investments, Securities, Structured Finance, Investment Management, Mutual Funds, Equity Trading, ABS, Prime Brokerage, Swaps, Equities, Derivatives, Trading Systems, Electronic Trading, Collateral Management, Options, Bloomberg, Emerging Markets, Investment Banking, Portfolio Management, Equity Derivatives, ETFs, Series 7, Bonds, Alternative Investments, Asset Management, FX Options, Hedge Funds, Middle Office, Credit Derivatives, Hedging, Interest Rate..., MBS, Settlement, Back Office, Treasury Management, Treasury, Corporate Actions, Market Data, Funding, Liquidity Management, FX trading, FINRA
Education
Augustana University (SD)
BA-Cum Laude
Bank of the West July 2007 - Present
Act-1 2005 - 2006
Union Bank of California April 2001 - June 2005
Accenture October 1998 - April 2001
Lotus Development Corporation, an IBM company October 1994 - August 1998
Northeastern University 1992 - 1994
Education
Fisher College 2006 — 2008
Boston University 1991 — 1993
Union Bank September 2008 - Present
Syntax August 2007 - August 2008
California Credit Union League March 2000 - October 2007
Union Bank of California January 1998 - March 2000
Skills
Accounting, Finance, Forecasting, Financial Analysis, Financial Reporting, Budgets, Strategic Planning
Education
California State Polytechnic University-Pomona
BS
Union Bank of California October 2007 - May 2008
Education
Brigham Young University 2005 — 2007
Bachelor, Business Management - Corporate Finance
Crown Worldwide Moving and Storage January 2012 - April 2014
Accountemps/UCSF School of Medicine January 2009 - April 2011
Accountemps/ChemRisk September 2008 - September 2008
Accountemps/Federal Home Loan Bank April 2008 - April 2008
Trinet September 2007 - December 2007
Spherion/Kaiser Permanente November 2006 - June 2007
Hewitt Associates November 2004 - October 2006
Union Bank of California October 1989 - October 2004
Skills
Accounts Receivable, Account Reconciliation, Accounts Payable, General Ledger, Accounting, Payroll, PeopleSoft, Cash Flow, Variance Analysis, Invoicing, Journal Entries, Financial Statements, Bank Reconciliation, Budgets, GAAP, Managerial Finance, Spreadsheets, Human Resources, Analysis, Banking, Balance, Finance, Great Plains Software, Cash Management, QuickBooks, Bookkeeping
Education
Strayer University 2007 — 2010
BS, Accounting
Bryant and Stratton College 1978 — 1979
Diploma, Office Training
Esri March 2012 - Present
CoreLogic October 2008 - March 2012
Countrywide Bank 2007 - 2008
Appsoft Consulting 2004 - 2007
Union Bank of California 1999 - 2004
Home Savings of America 1998 - 1999
Learmonth & Burchett Management Systems (LBMS) 1995 - 1998
GMAC-RFC 1993 - 1995
First Chicago 1978 - 1986
Standard Chartered Bank 1976 - 1978
Skills
SDLC, Vendor Management, Requirements Analysis, Software Project..., Program Management, Business Analysis, Business Process, Data Warehousing, Enterprise Software, Project Management, Agile Project Management, PMP, Agile Methodologies, Visio, PMO, Project Portfolio..., Business Intelligence, IT Strategy, Integration, Requirements Gathering, Enterprise Architecture, Business Process..., IT Management, Project Delivery, Business Requirements, ITIL, Resource Management
Education
California State Polytechnic University-Pomona 1986 — 1990
B.S., Computer Information Systems
Bank of America August 2008 - Present
Countrywide Bank January 2007 - August 2008
AIG Advisor Group October 2005 - November 2006
Washington Mutual August 2000 - March 2005
WaMu - WM Financial Services 2000 - 2005
Union Bank of California 1992 - 2000
Education
BAC Quality & Productivity 2008 — 2009
GB
Arizona State University 1981 — 1982
OneWest Bank September 2014 - Present
Alliance College-Ready Public Schools December 2013 - September 2014
First American Property & Casualty May 2013 - December 2013
Aminian Business Services NetSuite Solution Provider December 2012 - April 2013
First American Title October 2011 - December 2012
Union Bank January 2009 - October 2011
Union Bank of California June 2008 - January 2009
Cal Poly Pomona, I&IT: Mediavision March 2006 - July 2008
Cal Poly Federal Credit Union January 2008 - June 2008
Union Bank of California June 2007 - September 2007
Skills
Visio, Microsoft Office, Project Management, Access, HTML, Windows, Computer Hardware, Visual Basic, Troubleshooting, SQL, SharePoint, Mac OS X, Windows 7, PHP, Microsoft Excel, Servers, Disaster Recovery, Software Documentation, XML, VMware, Network Administration, JavaScript, Cloud Computing, C#
Education
California State Polytechnic University-Pomona 2003 — 2008
Bachelor of Science, Computer Information Systems
Union Bank of California December 1985 - February 1990
Johnson & Higgins December 1979 - October 1982
Education
Azusa Pacific University 1982 — 1990
MBA, CPA, International Business, Finance, Accounting
Cisco Systems July 2014 - Present
Southern California Edison October 2011 - July 2014
Southern California Edison April 2011 - March 2012
SCE August 2008 - May 2011
Union Bank of California June 2007 - August 2008
Farmers Insurance March 2003 - June 2007
Skills
Disaster Recovery, VMware, Vendor Management, SDLC, Enterprise Architecture, Information Security, Integration, Security, Visio, Data Center, CISSP, IT Strategy, Virtualization, Computer Security, Windows Server, SQL, VMware ESX, System Architecture, Business Intelligence, ITIL, Microsoft SQL Server, Project Portfolio..., SharePoint, Cloud Computing, Solaris, Software Development, Linux, IIS, Information Technology, Solution Architecture, Software Project..., Requirements Gathering, Systems Analysis, Active Directory, IT Service Management, Servers, Requirements Analysis, PMP, Operating Systems, Network Security, IT Operations, PMO, SOA, Cisco Technologies, Unix, DB2, Architecture, IT Management, Citrix, High Availability
Education
California State Polytechnic University-Pomona 2000 — 2003
BS, Computer Science
Jorgensen Brar Accountancy Corporation July 2010 - Present
Union Bank of California August 2008 - January 2010
Dhillon & Brar Consulting, Inc. August 2008 - November 2009
Skills
Access, Cash Management, Financial Analysis, Microsoft Excel, Banking, Accounting
Education
California State University, Fresno 2003 — 2008
Accountancy
Beckman Coulter December 2007 - Present
Experian September 2004 - December 2007
Union Bank of California July 2002 - September 2004
Zions Bancorporation December 2001 - February 2002
Tickets.com November 1999 - September 2001
Métier Inc. September 1997 - November 1999
Sanwa Bank of California September 1997 - November 1999
Cost Care Inc. July 1994 - December 1995
Long Beach Community College & West Coast University August 1981 - July 1994
Gemini Consulting Group Inc. February 1991 - September 1993
Education
West Coast University 1982 — 1984
MBA
Boise State University 1975 — 1979
BBA, Information Science
UC San Diego January 1997 - Present
Union Bank of California September 1994 - December 1996
San Diego Trust & Savings Bank February 1979 - April 1994
Skills
Executive Assistant, Administrative..., Microsoft Office, Event Planning, Higher Education, Worldox Document..., UCSD Blink Tools
Education
Baker College of Muskegon 1977 — 1978
Associate's Degree, Business Administration and Management, General
San Diego Mesa College
Legal Office Procedures
Epiq Systems May 2013 - Present
Epiq Systems January 2012 - April 2013
Union Bank of California June 2009 - September 2010
Cal Poly Pomona Library December 2006 - May 2009
Skills
Relativity, Litigation Support, EDRMS, EnCase, Clearwell, Equivio Zoom, Technology Assisted..., Ecapture, Document Review, Truecrypt, FTK Imager, Electronic Discovery, Password Recovery..., Linux, UltraEdit, Microsoft Excel, Microsoft Access, ESI Processing, FTK, TrueCrypt, Forensic Analysis, eCapture, Databases, Access, Legal Research, Legal Assistance
Education
California State Polytechnic University-Pomona 2004 — 2009
Bachelor of Science (B.S.), Business Administration with an emphasis in Computer Information Systems (CIS)
Bank of the West May 2013 - Present
First Republic Bank July 2011 - May 2013
Seattle Bank February 2009 - April 2011
Washington Mutual Bank now part of Chase 2004 - January 2009
Washington Mutual 2002 - 2004
Washington Mutual 1998 - 2002
Union Bank of California January 1988 - January 1990
Gibraltar Saings 1981 - 1985
Skills
Banking, Risk Management, Retail Banking, Loans, Commercial Banking, Financial Risk, Fraud, Vendor Management, Business Analysis, Financial Services, Operational Risk..., Training, Team Building, Project Management, Credit, Credit Analysis, Management, Payments, Customer Service, Fraud Detection, Analysis, Risk Assessment, Leadership, Electronic Payments, Credit Risk, Enterprise Risk..., OFAC, Operational Risk, Business Process..., AML, Team Leadership, Customer Experience, Team Management, Bank Secrecy Act, KYC, ACH, Internal Audit, Process Improvement, Program Management, Call Centers, Finance, Security, Analytics, Anti Money Laundering, Cash Management, Strategy
Education
ABA Graduate School of Banking 2000 — 2002
2 year program, Technology and Operations
Glendale Community College 1983 — 1985
Business and Mass Communications
University of Alaska Fairbanks 1981 — 1983
Business
Brigham Young University 1977 — 1979
Education
McCamish Systems, an Infosys Company September 2010 - Present
TIAA-CREF September 2009 - June 2010
JPMorgan February 2006 - February 2008
Union Bank of California 2005 - 2006
Amvescap February 2000 - October 2003
Skills
Process Improvement, Business Analysis, Requirements Analysis, SDLC, Visio, Requirements Gathering, Financial Services, SharePoint, Business Requirements, Vendor Management, Analysis, Testing
Education
Georgia Gwinnett College 2012 — 2016
Bachelor of Science (B.S.), Information Technology - System Design and Security
Bucknell University 1989 — 1991
Bachelor of Arts, Sociology
U.S. Immigration and Customs Enforcement (ICE) July 2012 - Present
US Department of Homeland Security March 2010 - July 2012
Boston University School of Law May 2007 - September 2007
Massachusetts Representative Alice Wolf's Office September 2006 - January 2007
Ropes & Gray LLP May 2006 - August 2006
Union Bank of California September 2003 - July 2005
Skills
Legal Research, Public Policy, Government, International Law, International Relations, Legal Writing, Politics, Research, Policy Analysis, Leadership, Management, Nonprofits, Policy, Public Speaking
Education
Boston University 2006 — 2009
MA, International Relations
Boston University School of Law 2005 — 2008
JD, Law
The George Washington University 1999 — 2003
BA, International Affairs
KPMG 2014 - Present
KPMG Advisory August 2009 - Present
Pfizer April 2010 - August 2010
Johnson & Johnson 2005 - 2010
BearingPoint Inc. June 2005 - July 2009
Union Bank of California 2000 - 2001
Skills
SAP, Sarbanes-Oxley Act, Business Process, IT Audit, Management Consulting, ERP, SAP R/3, Business Process..., Program Management, Business Transformation, Financial Reporting, Risk Management, Business Analysis, Performance Improvement, Project Portfolio..., Change Management, Financial Analysis, SDLC, IT Strategy, SAP Implementation
Education
California State University-Chico 1998 — 2004
MS, Accounting
PPP/ITM
BA, International Relations
PNC Bank June 2012 - Present
Precise Cast August 2011 - October 2011
Union Bank of California 2001 - 2008
Mellon Bank 1998 - 2000
Mellon Bank 1997 - 1998
Skills
Vendor Management, Program Management, Risk Management, Project Management, Financial Services, SDLC, Leadership, Customer Service, Access, Finance, Security, Quality Assurance, Business Analysis, Management, Change Management, Process Improvement, PMP, Business Process..., CRM, Business Process, Analysis, Project Portfolio..., Banking, PMO
Education
California State University-Dominguez Hills 2009 — 2012
PMP, Project Management Certification
Penn State University
BA, Journalism
Fujitsu Frontech N.A. April 2010 - Present
Union Bank of California 2004 - 2008
CNA Trust 2003 - 2004
CNA Trust 1999 - 2003
CNA Trust 1995 - 1999
CNA Trust 1995 - 1995
CNA Trust 1990 - 1995
CNA Trust 1986 - 1990
Skills
Relationship Management, Loans, Auditing, Leadership, Internal Controls, Employee Benefits, Retirement, Training, IRAs, Financial Risk, Health Savings Accounts, Process Improvement, Coaching, Mutual Funds, Customer Service, Retirement Planning, 401k, Retirement Plan..., Defined Benefit, Risk Management, Forecasting, Budgets, Financial Services, System Administration, Investments, Business Analysis, Mergers & Acquisitions, Cash Management, Financial Reporting, Asset Managment, Pensions, Insurance, Business, Qualified Retirement..., Vendor Management, Business Planning, Analysis, Benefits Administration, Payroll, Series 63, Banking, Financial Analysis, Accounting, Small Business, Defined Contribution, Financial Modeling, ERISA, Credit, Profit Sharing, Strategic Financial...
Education
Irvine College of Business 1985 — 1985
Certificate of Completion
Brigham Young University 1972 — 1973
General courses
C Cassady January 2000 - Present
Trevese November 2007 - March 2008
Union Bank of California March 2003 - March 2006
Bank of America January 1995 - March 2003
Skills
Business Analysis, Risk Management, Banking, Business Intelligence
Education
California Culinary Academy
AOS, culinary
University of Massachusetts Boston
IT
Mechanics Bank 2008 - Present
US Trust Bank of America Private Wealth Management 2006 - 2008
Union Bank of California 2005 - 2006
Wells Fargo Private Client Services 2001 - 2005
Northern Trust Corporation 1997 - 2001
Education
Boston University School of Law 1995 — 1996
Master of Laws (LLM), Banking and Fianancial Law
Whittier Law School 1991 — 1995
Doctor of Law (JD)
California Polytechnic State University-San Luis Obispo 1989 — 1991
Master of Business Administration (MBA)
University of California, Santa Barbara 1985 — 1989
Bachelor of Arts (BA), Economics
Bank of America March 2008 - Present
ABN AMRO 2006 - 2008
Union Bank of California 2000 - 2006
BankBoston 1995 - 2000
Sterling College 1979 - 1994
US Army Corps of Engineers 1978 - 1979
Skills
Portfolio Management, Capital Markets, Investment Banking, Fixed Income, Commercial Lending, Treasury Management, Corporate Finance, Risk Management, Derivatives, Financial Modeling, Commercial Banking, Valuation
Education
The University of Chicago 1974 — 1976
Evolutionary Biology
Antioch New England Graduate School, Antioch University
M.S.
Hamilton College
B.A.
Simmons College - Simmons School of Management
mba
Guidance Software October 2013 - Present
Union Bank 2010 - October 2013
Union Bank 2008 - 2010
Union Bank of California 2007 - 2008
2GlobalMart 2006 - 2007
West Covina Courthouse 2005 - 2006
Skills
C#, SharePoint, DataPower, SOA, jQuery, jQuery UI, PHP, AJAX, XML, XSLT, Web Development, Enterprise Architecture, Wordpress, .NET, Software Engineers, HTML 5, CSS3, Powershell, Project Management, WordPress, Visual Basic, E-commerce, SDLC, Microsoft SQL Server, Web Services, ASP.NET, SQL, Visual Studio, JavaScript, VB.NET, Databases, Web Applications, Scrum, Visio, Database Design, Software Development, Oracle, Java Enterprise Edition, VBScript, Enterprise Software, Security, Requirements Analysis, Java, Unix, Software Project..., CSS, Testing, Agile Methodologies, HTML, Management
Education
California State Polytechnic University-Pomona 2004 — 2008
Bachelor of Science, Computer Information Systems
Sweet Capital Group 1996 - 2009
First Chicago Equity Capital 1990 - 1995
Union Bank of California 1980 - 1986
First Chicago 1973 - 1980
Skills
Mergers, Strategic Planning, Financial Analysis, Mergers & Acquisitions, Business Strategy, Corporate Finance, Portfolio Management, Due Diligence, Investments
Education
Brown University 1956 — 1960
Bachelor of Arts (B.A.), Economics
The Apache Software Foundation August 2013 - Present
Citrix Systems July 2011 - Present
Cloud.com January 2011 - July 2011
Occidental College April 2009 - January 2011
Bank of the West October 2008 - April 2009
Colorful Expressions January 2006 - October 2008
Union Bank of California July 2005 - January 2006
Cal Poly Pomona July 2004 - July 2005
Activision August 1999 - November 2001
Skills
Citrix, Virtualization, Cloud Computing, Linux, Xen, VMware, Windows Server, Windows, Security, System Deployment, Enterprise Architecture, CompTIA, Microsoft Certified..., VMware Certified..., Operating Systems
Education
California State Polytechnic University-Pomona
Bachelor of Science (B.S.)
Mt. San Antonio College
Associate of Science (A.S.)
Walnut High School
Union Bank August 2011 - Present
Union Bank February 2010 - August 2011
Union Bank of California August 2008 - February 2010
Union Bank of California June 2008 - August 2008
LITTLE INDIA BAZAAR January 2007 - March 2008
India Sweets & Spices April 2003 - March 2007
Skills
Customer Service, SQL, Microsoft Excel, Microsoft Office, HTML, Management, Sales, Java, Lotus Notes, Database Administration, Computer Hardware, CSS, Windows Vista, Hindi, Data Modeling, Databases
Education
University of La Verne 2010 — 2011
MBA, Information Technology
CALIFORNIA STATE POLYTECHNIC UNIVERSITY 2004 — 2009
Bachelor of Science, Business Administration; Finance, Real Estate & Law & Computer Information System/Technology
California State Polytechnic University-Pomona 2004 — 2009
Bachelor's degree, Finance, Computer Information Systems
The Aerospace Corporation October 2012 - Present
Kforce May 2008 - October 2012
Union Bank of California February 2001 - May 2008
Southern California Edison June 1999 - February 2001
Southern California Edison 1996 - 1999
Skills
Server Administration, Lotus Notes/Domino, Blackberry Enterprise..., Disaster Recovery, Lotus, Active Directory, ITIL, Security, Sametime, System Administration, Integration, Blackberry, Troubleshooting, Servers, Lotus Notes, Visio, Lotus Domino, Networking, Vendor Management, VMware, Microsoft Exchange
Education
Cal Poly Pomona 1984 — 1990
Bachelor of Arts, Computer Information Systems
Cal State LA 1983 — 1984
Deluxe Entertainment Services Group May 2015 - Present
Amgen July 2013 - December 2014
Union Bank of California January 2009 - July 2013
KPMG December 2006 - July 2008
Experian May 2006 - December 2006
Skills
Sarbanes-Oxley Act, Enterprise Risk..., IT Audit, Internal Audit, CISA, Internal Controls, Auditing, Risk Management, COSO, Risk Assessment, Business Analysis, Financial Analysis, Sarbanes-Oxley, Financial Risk, Process Improvement, Business Process..., Financial Reporting, Governance, Access, Accounting, Security, External Audit, Banking, Information Security, Information Technology, Project Management, SAS70, Finance, Disaster Recovery, COBIT, Information Security..., Operational Risk, Management, PCI DSS, Due Diligence, Business Process, Financial Services, Business Continuity, Operational Risk..., Financial Audits, CISSP, Mergers & Acquisitions, IT Risk Management, Change Management, SAP, PeopleSoft
Education
California State Polytechnic University-Pomona 2002 — 2006
BS, Computer Information Systems
Undisclosed December 2013 - Present
La Mesa RV March 2012 - October 2013
Ashford University June 2011 - December 2011
Provide Commerce August 2008 - May 2011
H&R Block November 2006 - April 2010
Aflac 2006 - 2006
Sereens Insurance 2000 - 2004
Union Bank of California 1996 - 2000
AMS Marketing Services 1994 - 1996
Skills
Accounting, Invoicing, Accounts Payable, Accounts Receivable, Tax, Project Implementation, Operations Management, Sales Management, Sales Support, Sales Operations, Bookkeeping, Retail, QuickBooks, Training, Outlook, Tax Preparation, Insurance, Employee Benefits, Customer Service, Forecasting, Software Documentation, Microsoft Office, Payroll, Management, Process Improvement, Microsoft Excel, Small Business, Finance, Time Management, Sales, Access, Bank Reconciliation, Financial Analysis, Budgets, Inventory Management, Leadership, General Ledger, Analysis, Auditing, PeopleSoft, Spreadsheets, Microsoft Word, Human Resources, ADP Payroll, PowerPoint, Interviews
Education
University of the Rockies 2013 — 2016
Doctor of Philosophy (PhD), Risk Management
Ashford University 2014 — 2015
BS Accounting, Accounting and Finance
Ashford University 2011 — 2013
Masters Business Administration, Finance, 4.0
Remington College 1999 — 2001
BS Operations Management, SCO and Accounting
San Diego City College 1996 — 1998
AA Business, Accounting and Business
Parkview Art Science Magnet 1990 — 1993
HIgh School Diploma, Liberal Arts
CPP Inc February 2010 - Present
Employee Benefit Specialists March 2007 - January 2009
Union Bank of California April 2006 - March 2007
ADP/ProBusiness July 2000 - March 2006
Mervyns January 1984 - July 2000
Education
Cabrillo College 1976 — 1982
A.S., Business
Harbor High School 1972 — 1976
Operation HOPE March 2012 - Present
Students Rising Above 2007 - Present
Alliant International Univeristy January 2005 - Present
Union Bank 1996 - Present
Union Bank of California January 1995 - January 2009
The Chase Manhattan Bank 1979 - 1989
Skills
Banking, Commercial Banking, Business Planning, Management, Mergers & Acquisitions, Mortgage Lending, Sales Management, Business Development, Career Counseling, Cash Management, Commercial Lending, Consumer Lending, Credit Analysis, Credit Risk, Executive Management, Financial Analysis, Investments, Loans, Leadership, Portfolio Management, Relationship Management, Retail Banking, Program Management, Small Business Lending, Strategic Planning, Risk Management, Strategy, Treasury Management
Education
Alliant International University-San Diego Scripps Ranch 1972 — 1976
BA, International Relations & Economics
Keller Williams Realty 2006 - Present
Union Bank of California January 1993 - May 1995
Skills
Seller Representation, Buyer Representation, First Time Home Buyers, Relocation, Vacation Homes, Marketing, Contract Negotiation, Townhomes, Referrals, Foreclosures, Real Estate Transactions, Loss Mitigation, 1031 Exchanges, Selling, Residential Homes, Real Estate Development, SFR, Property Management, Real Estate Economics, Commercial Real Estate, Sales
Education
Yale University
Master's Degree, Religion and Ethics
Bucknell University
Bachelor's Degree
UCLA
Business/Commerce, General
Union Bank September 1999 - May 2004
Union Bank of California February 1996 - August 1999
Cal State University February 1990 - December 1995
Education
California State University-Dominguez Hills
Bachelor of Science in Business Administration, Computer Information Systems
New Horizons Computer Learning Center 2004 — 2006
Loyola Marymount University 1982 — 1985
Electrical Engineering
Community Bank September 2015 - Present
Pacific Western Bank October 2001 - September 2015
Charter Pacific Bank May 1994 - October 2001
Industrial Bank November 1989 - May 1994
California United Bank June 1984 - November 1989
Metrobank April 1980 - June 1984
Union Bank June 1974 - September 1980
Union Bank of California 1968 - 1974
Skills
Accounts Receivable..., Inventory Lending, Commercial Banking, Credit Analysis, Underwriting, Commercial Mortgages, Financial Analysis, Portfolio Management, Mergers, Loan Origination, Mortgage Lending, Credit Risk, Real Estate, Asset Managment, Bridge Loans, Mergers & Acquisitions, Customer Satisfaction, Business Development, Investment Properties, Customer Retention, Bank Operations, Finance, Commercial Lending, Loans, Credit
Education
Stanford Graduate School of Business 1996 — 1998
Executive Degree, Finance
Brigham Young University 1962 — 1968
BS, Finance
BB&T May 2010 - Present
SunTrust Bank July 2014 - October 2014
BBVA Compass November 2007 - February 2009
Mercantile Potomac Bank (PNC Bank) August 2005 - October 2007
Union bank of california September 2000 - March 2005
Skills
Consumer Lending, Small Business Lending, Commercial Lending, Business Planning, Community Outreach, Retail Banking, Commercial Banking, Team Building, Loans, Leadership, Banking, Credit, Risk Management
Education
California State Polytechnic University-Pomona 1990 — 1993
Business Administration and Management, General
University of South Carolina-Columbia 1988 — 1990
1988, Business Administration and Management, General
Google (via Akorbi) December 2014 - Present
Merchant e-Solutions July 2011 - December 2014
Wells Fargo Bank March 2009 - August 2010
Delta Dental Health Insurance of California February 2008 - December 2009
Union Bank of California June 2006 - February 2008
Bank of America, BA Merchant Services October 2001 - January 2005
Bank of America, Merchant Services Data Center July 1998 - September 2000
Skills
Project Coordination, SDLC, Software Documentation, Business Analysis, CRM, Quality Assurance, Cross-functional Team..., Project Management, Management, Business Process, Testing, Team Leadership, Agile Methodologies, Databases, User Acceptance Testing, Project Planning, Product Management, Team Building, Analysis, E-commerce, Unix, Business Requirements, Leadership, Visio, Training, Change Management
Education
California State University-East Bay 2012 — 2014
MSHCA, HealthCare Administration
American Institute of Banking 2008 — 2009
San Francisco State University 1980 — 1987
Bachelor's Degree, Communications
Cabrillo High School, Long Beach Unified February 2011 - June 2011
Cabrillo High School February 2011 - June 2011
Gaff Group, Inc. July 2004 - January 2011
Gaff Group Inc July 2004 - January 2011
Union Bank of California June 2002 - July 2004
Skills
Payroll Administration, Excel, Administration
Education
National University 2008 — 2011
Masters, Cross Cultural Education
American InterContinental University 2005 — 2007
Bachelors Degree in Business, Accounting and Finance
American Intercontinental University
BS, Business Administration w; Accounting and Finance
National University
Masters
National University
UC San Diego January 1997 - Present
Union Bank of California September 1994 - December 1996
San Diego Trust & Savings Bank April 1980 - April 1994
Skills
Organized, Efficient, Outgoing, Team Oriented, People-oriented, Attention To Detail, Document Management, Coordinating Events, Microsoft Office, Word, Outlook, Excel, Quicken, Eudora, WordPerfect, Worldox, Microsoft Excel, Microsoft Word, Team-oriented, Time Management
Education
Baker College of Muskegon 1977 — 1979
Associate of Arts (AA), Office Administration
Oakridge High School 1973 — 1977
Diploma, Majors: Business and English
Sullivan International Group January 2013 - Present
IAP Worldwide Services April 2011 - December 2012
IAP Worldwide Services September 2010 - April 2011
IAP Worldwide Services December 2009 - September 2010
IAP Worldwide Services December 2008 - December 2009
CHS, Barstow Community Hospital October 2006 - February 2008
CHS, Barstow Community Hospital August 2000 - March 2007
Union Bank of California October 1998 - August 2000
Skills
Cost Accounting, Contract Management, Financial Analysis, Analysis, Budget Process, Budgets, Costpoint
Education
Barstow Community College 2003 — 2005
Associate's degree, Accounting
University of Sacramento
Certificate, Contract Management