Union Bank of California
Description
MUFG Union Bank is an American full-service bank with 398 branches in California, Washington and Oregon which is wholly owned by MUFG Bank. Headquarters: New York City, New York, United States Parent organization: MUFG Bank CEO: Steve Cummings (May 2015–) Revenue: 5.28 billion USD (2016) Total assets: 148.1 billion USD (2016) Number of employees: 12,141 (2017)
Union Bank of California List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Union Bank of California. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Union Bank of California Employees
Employee
Years
Job
Industry
Eriasi Akridge Eriasi Akridge's Union Bank of California Experience December 2005 - September 2006
Job Vice President SBA Lending Group
Industry Banking
Experience
Pacific Premier Bank April 2015 - Present
First Republic Bank April 2012 - August 2014
Citibank September 2006 - September 2011
Union Bank of California December 2005 - September 2006
Bank of America November 2004 - October 2005
MetLife February 2002 - March 2004
AT&T Corp 1998 - 2001
Skills
Loans, Business Development, Mortgage Lending, Underwriting, Commercial Lending, Small Business Lending, Credit, Investments, Banking, Credit Analysis, Commercial Banking, Consumer Lending, Loan Origination, Portfolio Management, Sales, Commercial Mortgages, Lines Of Credit, Relationship Management
Education
DePauw University 1994 — 1998
Bachelor of Arts (B.A.), Communications and Business
Pacific Premier Bank April 2015 - Present
First Republic Bank April 2012 - August 2014
Citibank September 2006 - September 2011
Union Bank of California December 2005 - September 2006
Bank of America November 2004 - October 2005
MetLife February 2002 - March 2004
AT&T Corp 1998 - 2001
Skills
Loans, Business Development, Mortgage Lending, Underwriting, Commercial Lending, Small Business Lending, Credit, Investments, Banking, Credit Analysis, Commercial Banking, Consumer Lending, Loan Origination, Portfolio Management, Sales, Commercial Mortgages, Lines Of Credit, Relationship Management
Education
DePauw University 1994 — 1998
Bachelor of Arts (B.A.), Communications and Business
Robin Doten Robin Doten's Union Bank of California Experience June 1992 - July 1999
Job Health Services Vinyasa Flow Yoga Instructor and Specialized Gerontology Professional
Industry Medical Practice
Experience
Holding Hands Charities May 2008 - September 2008
Radiology Oncology Systems, Inc May 2002 - November 2006
AccentCare, Inc October 2000 - December 2001
Kelly Assisted Living Services January 2000 - October 2000
Union Bank of California June 1992 - July 1999
Skills
Account Management, Advertising, Cross-functional Team..., Customer Service, Healthcare, Hiring, Interviews, Leadership, Marketing, Networking, Procurement, Project Management, Recruiting, Sales, Strategic Planning, Team Building, Training, Team Leadership, Business Development
Education
Yoga One San Diego 2011 — 2011
RYT 200, Yoga Teacher Training/Yoga Therapy, 200 Hours
San Diego State University-California State University 1996 — 1998
BS, Gerontology
Grossmont College
Associates Degree, General Education
Holding Hands Charities May 2008 - September 2008
Radiology Oncology Systems, Inc May 2002 - November 2006
AccentCare, Inc October 2000 - December 2001
Kelly Assisted Living Services January 2000 - October 2000
Union Bank of California June 1992 - July 1999
Skills
Account Management, Advertising, Cross-functional Team..., Customer Service, Healthcare, Hiring, Interviews, Leadership, Marketing, Networking, Procurement, Project Management, Recruiting, Sales, Strategic Planning, Team Building, Training, Team Leadership, Business Development
Education
Yoga One San Diego 2011 — 2011
RYT 200, Yoga Teacher Training/Yoga Therapy, 200 Hours
San Diego State University-California State University 1996 — 1998
BS, Gerontology
Grossmont College
Associates Degree, General Education
Brad Thackray Brad Thackray's Union Bank of California Experience July 1997 - August 1998
Job IT Manager at Carpenter Co. Fogelsville
Industry Chemicals
Experience
Carpenter Co. February 2007 - Present
ISP February 2006 - August 2006
Canon Group Enterprises June 2003 - August 2005
Aetna August 1998 - June 2002
Union Bank of California July 1997 - August 1998
Automated Financial Systems, Inc. (AFS) January 1995 - July 1997
Skills
System Administration, Network Security, Process Improvement, Windows Server, Visual Studio, Security, IT Management, SAP, Troubleshooting, Active Directory, COBOL, Vendor Management, Software Installation, Change Management, Data Warehousing, Visual Basic, ASP.NET, Manufacturing, Project Management, Continuous Improvement, Process Engineering, Technical Support, Databases, Java, Team Building
Education
DeSales University 2012 — 2014
Master of Science in Information Systems, Information Technology
DeSales University
Bachelor's degree, Psychology
Cittone Institute
Certificate in programming with web technology
Chubb Institute
Certificate in Mainframe programming
Carpenter Co. February 2007 - Present
ISP February 2006 - August 2006
Canon Group Enterprises June 2003 - August 2005
Aetna August 1998 - June 2002
Union Bank of California July 1997 - August 1998
Automated Financial Systems, Inc. (AFS) January 1995 - July 1997
Skills
System Administration, Network Security, Process Improvement, Windows Server, Visual Studio, Security, IT Management, SAP, Troubleshooting, Active Directory, COBOL, Vendor Management, Software Installation, Change Management, Data Warehousing, Visual Basic, ASP.NET, Manufacturing, Project Management, Continuous Improvement, Process Engineering, Technical Support, Databases, Java, Team Building
Education
DeSales University 2012 — 2014
Master of Science in Information Systems, Information Technology
DeSales University
Bachelor's degree, Psychology
Cittone Institute
Certificate in programming with web technology
Chubb Institute
Certificate in Mainframe programming
Frank Aguilar Frank Aguilar's Union Bank of California Experience May 2000 - September 2005
Job Regional Sales Representative at Collicutt Energy Services
Industry Oil & Energy
Experience
Collicutt Energy Services June 2015 - Present
Global Power Group March 2015 - June 2015
Valley Power Systems, Inc September 2005 - February 2015
Union Bank of California May 2000 - September 2005
Union Bank 2003 - 2005
Skills
Customer Service, Project Management, Microsoft Office, Process Improvement, Team Building, Microsoft Excel, Leadership, Training, Operations Management, Management, Contract Negotiation, Negotiation, Sales Management, Strategic Planning, Account Management, Team Leadership, New Business Development, Forecasting, Project Planning, Marketing Strategy
Education
Skyline College 1997 — 1997
College of San Mateo 1996 — 1997
Collicutt Energy Services June 2015 - Present
Global Power Group March 2015 - June 2015
Valley Power Systems, Inc September 2005 - February 2015
Union Bank of California May 2000 - September 2005
Union Bank 2003 - 2005
Skills
Customer Service, Project Management, Microsoft Office, Process Improvement, Team Building, Microsoft Excel, Leadership, Training, Operations Management, Management, Contract Negotiation, Negotiation, Sales Management, Strategic Planning, Account Management, Team Leadership, New Business Development, Forecasting, Project Planning, Marketing Strategy
Education
Skyline College 1997 — 1997
College of San Mateo 1996 — 1997
Barbie Briggs Barbie Briggs's Union Bank of California Experience May 1995 - June 1998
Job Owner/Manager at Aloha Tropics Tanning Spa
Industry Consumer Services
Experience
Aloha Tropics Tanning Spa October 2003 - July 2014
North Island Credit Union December 2005 - February 2008
Gromitz July 1998 - July 2001
Union Bank of California May 1995 - June 1998
Miller’s Outpost May 1988 - December 1994
Skills
Customer Experience, Customer Retention, Customer Satisfaction, Small Business, Business, Store Management, Employee Training, Retail, Employee Management, District Management, Cross Selling, Product Knowledge, Branch Banking, Payroll, Payroll Taxes, Sales Tax, Hiring Practices, Evaluations, Terminations
Education
Grossmont College
Aloha Tropics Tanning Spa October 2003 - July 2014
North Island Credit Union December 2005 - February 2008
Gromitz July 1998 - July 2001
Union Bank of California May 1995 - June 1998
Miller’s Outpost May 1988 - December 1994
Skills
Customer Experience, Customer Retention, Customer Satisfaction, Small Business, Business, Store Management, Employee Training, Retail, Employee Management, District Management, Cross Selling, Product Knowledge, Branch Banking, Payroll, Payroll Taxes, Sales Tax, Hiring Practices, Evaluations, Terminations
Education
Grossmont College
Bailie Foss, PMP Bailie Foss, PMP's Union Bank of California Experience April 2004 - December 2008
Job Financial Services and Software Dev/Imp Project/Product Manager
Industry Financial Services
Experience
Charles Schwab March 2013 - Present
TIAA-CREF September 2011 - February 2013
Microsoft Corporation June 2011 - September 2011
Wells Fargo December 2009 - June 2011
Union Bank of California April 2004 - December 2008
AMVESCAP August 1999 - April 2004
SunGard July 1998 - August 1999
Skills
Business Analysis, Project Management, SDLC, Process Improvement, Vendor Management, Requirements Gathering, Business Requirements, Financial Services, Business Process..., Software Project..., Program Management, Risk Management, Requirements Analysis, Integration, Analysis, Software Documentation, Business Process, Leadership, IT Strategy, PMP, PMO, Microsoft Project, User Acceptance Testing, SharePoint, Quality Assurance, Cross-functional Team..., Change Management, Software Development, Project Planning, SQL, Relationship Management, Team Leadership, Strategy, TFS, CA Clarity, HP Quality Center
Education
Glendale University College of Law 2005 — 2009
Georgia State University - J. Mack Robinson College of Business 1990 — 1994
BBA
University of North Carolina at Charlotte - Belk College of Business
MBA Candidate - LOA
Charles Schwab March 2013 - Present
TIAA-CREF September 2011 - February 2013
Microsoft Corporation June 2011 - September 2011
Wells Fargo December 2009 - June 2011
Union Bank of California April 2004 - December 2008
AMVESCAP August 1999 - April 2004
SunGard July 1998 - August 1999
Skills
Business Analysis, Project Management, SDLC, Process Improvement, Vendor Management, Requirements Gathering, Business Requirements, Financial Services, Business Process..., Software Project..., Program Management, Risk Management, Requirements Analysis, Integration, Analysis, Software Documentation, Business Process, Leadership, IT Strategy, PMP, PMO, Microsoft Project, User Acceptance Testing, SharePoint, Quality Assurance, Cross-functional Team..., Change Management, Software Development, Project Planning, SQL, Relationship Management, Team Leadership, Strategy, TFS, CA Clarity, HP Quality Center
Education
Glendale University College of Law 2005 — 2009
Georgia State University - J. Mack Robinson College of Business 1990 — 1994
BBA
University of North Carolina at Charlotte - Belk College of Business
MBA Candidate - LOA
An-G Nguyen An-G Nguyen's Union Bank of California Experience June 2008 - July 2010
Job Customer Service Associate at US Bank
Industry Banking
Experience
U.S. Bank September 2013 - Present
Rochester Education Center April 2011 - Present
Union Bank of California June 2008 - July 2010
UNION BANK January 2008 - July 2010
HIROSHIMA BANK CO. LTD January 1991 - January 2008
OKASAN SECURITIES CO. LTD December 1985 - April 1990
Skills
Japanese, International Business, Sales, Banking, Retail Banking, Financial Services, Fixed Income, Vietnamese, Distance Learning, Instructional Design
Education
The Open University 2008 — 2010
Master of Arts, Online and Distance Education
International Christian University 1981 — 1985
BA, Economics
国際基督教大学 1981 — 1985
Bachelor of Arts, Economics and Business Administration
U.S. Bank September 2013 - Present
Rochester Education Center April 2011 - Present
Union Bank of California June 2008 - July 2010
UNION BANK January 2008 - July 2010
HIROSHIMA BANK CO. LTD January 1991 - January 2008
OKASAN SECURITIES CO. LTD December 1985 - April 1990
Skills
Japanese, International Business, Sales, Banking, Retail Banking, Financial Services, Fixed Income, Vietnamese, Distance Learning, Instructional Design
Education
The Open University 2008 — 2010
Master of Arts, Online and Distance Education
International Christian University 1981 — 1985
BA, Economics
国際基督教大学 1981 — 1985
Bachelor of Arts, Economics and Business Administration
Michelle Welter Dyke Michelle Welter Dyke's Union Bank of California Experience May 1990 - December 1993
Job Administrative Assistant at Creative Capital Management, Inc. (CCMI)
Industry Executive Office
Experience
McCarthy & Holthus LLP May 2013 - November 2013
McCarthy & Holthus LLP October 2008 - August 2012
Red Hawk Realty/Interstate Funding Group February 2007 - October 2008
Union Bank of California May 1990 - December 1993
Linda King and Associates January 1993 - January 1993
Skills
Bankruptcy, PACER, Pleadings, Legal Documents, Legal Writing, Time Matters, Document Drafting, Document Review, Westlaw, Microsoft Office, Courts, Trials, Working Remotely, Legal Assistants, Document Retrieval, Electronic Filing, Microsoft Word, Calendaring, Client-focused, Exhibit Preparation, Document Prep, Motions, Chain of Title, Microsoft Excel, Deed of Trust, Deed in Lieu, Escrow, Titles, MERS, Legal Research, Legal Assistance, Litigation, Management, Real Estate, Customer Service, Event Planning, Outlook, Junxure
Education
Cuyamaca College 2008 — 2012
English Language and Literature, Paralegal Studies
Concorde Career Institute, San Diego, California 1992 — 1993
Certificate Diploma Paralegal Studies, Paralegal, 1993
McCarthy & Holthus LLP May 2013 - November 2013
McCarthy & Holthus LLP October 2008 - August 2012
Red Hawk Realty/Interstate Funding Group February 2007 - October 2008
Union Bank of California May 1990 - December 1993
Linda King and Associates January 1993 - January 1993
Skills
Bankruptcy, PACER, Pleadings, Legal Documents, Legal Writing, Time Matters, Document Drafting, Document Review, Westlaw, Microsoft Office, Courts, Trials, Working Remotely, Legal Assistants, Document Retrieval, Electronic Filing, Microsoft Word, Calendaring, Client-focused, Exhibit Preparation, Document Prep, Motions, Chain of Title, Microsoft Excel, Deed of Trust, Deed in Lieu, Escrow, Titles, MERS, Legal Research, Legal Assistance, Litigation, Management, Real Estate, Customer Service, Event Planning, Outlook, Junxure
Education
Cuyamaca College 2008 — 2012
English Language and Literature, Paralegal Studies
Concorde Career Institute, San Diego, California 1992 — 1993
Certificate Diploma Paralegal Studies, Paralegal, 1993
Larry Fountain Larry Fountain's Union Bank of California Experience 1995 - 1998
Job Executive Vice President and Director of Corporate Banking at Mechanics Bank
Industry Banking
Experience
Mechanics Bank May 2014 - Present
Torrey Pines Bank July 2012 - May 2014
Bank of America Merrill Lynch December 2010 - July 2012
Silicon Valley Bank 1998 - 2006
Union Bank of California 1995 - 1998
Union Bank 1991 - 1995
Wells Fargo 1988 - 1991
Wells Fargo 1985 - 1988
Skills
Commercial Lending, Banking, Business Development, Strategic Planning, Team Building, Cash Management, Risk Management, Asset Based Lending, Finance, Product Development, Leadership, Commercial Banking, Credit, Technology Lending, Technology Banking, Sales Management, International Banking, International Cash..., Business Banking, Trade Finance, Foreign Exchange..., Ex-Im Bank, Corporate Banking, Middle Market Banking, Relationship Management
Education
University of California, Davis
B.S., Agricultural Economics and Business Management
Golden Gate University
MBA, Finance
University of Washington
Graduate, Pacific Coast Banking School
Mechanics Bank May 2014 - Present
Torrey Pines Bank July 2012 - May 2014
Bank of America Merrill Lynch December 2010 - July 2012
Silicon Valley Bank 1998 - 2006
Union Bank of California 1995 - 1998
Union Bank 1991 - 1995
Wells Fargo 1988 - 1991
Wells Fargo 1985 - 1988
Skills
Commercial Lending, Banking, Business Development, Strategic Planning, Team Building, Cash Management, Risk Management, Asset Based Lending, Finance, Product Development, Leadership, Commercial Banking, Credit, Technology Lending, Technology Banking, Sales Management, International Banking, International Cash..., Business Banking, Trade Finance, Foreign Exchange..., Ex-Im Bank, Corporate Banking, Middle Market Banking, Relationship Management
Education
University of California, Davis
B.S., Agricultural Economics and Business Management
Golden Gate University
MBA, Finance
University of Washington
Graduate, Pacific Coast Banking School
Sharbel Haddad Sharbel Haddad's Union Bank of California Experience September 2001 - February 2005
Job at
Industry Aviation & Aerospace
Experience
TMC Jets January 2014 - Present
ExpressJet Airlines March 2012 - December 2013
Ameriflight August 2009 - February 2012
Mesa Airlines March 2008 - June 2009
Union Bank of California September 2001 - February 2005
wells fargo bank July 1996 - September 2001
wells fargo bank 1996 - 2001
Skills
Commercial Aviation, Flights, Piloting, Aviation, Flight Safety, Aircraft, Flight Planning, Charter, CFI, Airlines
Education
Embry-Riddle Aeronautical University
B.A., Professional Aeronautics
San Diego State University-California State University 1996 — 2000
B.A., International Business
TMC Jets January 2014 - Present
ExpressJet Airlines March 2012 - December 2013
Ameriflight August 2009 - February 2012
Mesa Airlines March 2008 - June 2009
Union Bank of California September 2001 - February 2005
wells fargo bank July 1996 - September 2001
wells fargo bank 1996 - 2001
Skills
Commercial Aviation, Flights, Piloting, Aviation, Flight Safety, Aircraft, Flight Planning, Charter, CFI, Airlines
Education
Embry-Riddle Aeronautical University
B.A., Professional Aeronautics
San Diego State University-California State University 1996 — 2000
B.A., International Business
Naji Mouawad Naji Mouawad's Union Bank of California Experience 1991 - 1996
Job Lead Architect at The Capital Group Corporation
Industry Financial Services
Experience
The Captital Group Companies January 2010 - Present
The Capital Group Companies September 2007 - June 2010
Union Bank of CA 1997 - 2006
SAIC November 1997 - April 2000
Union Bank of California 1991 - 1996
Skills
Architecture, Business Process, Enterprise Architecture, WebSphere MQ, EAI, SOA, SDLC, Data Modeling, Solution Architecture, IT Strategy, Weblogic, Agile Methodologies, Business Process Design, Integration, Data Warehousing, Enterprise Software, Software Project..., Databases, Architectures, Java Enterprise Edition, Scrum
Education
University of Waterloo 1990 — 1996
Ph.D., Computer Science
McGill University 1983 — 1989
Ms. Computer Science, Computational Geometry, Graph Theory, Complexity Theory
The Captital Group Companies January 2010 - Present
The Capital Group Companies September 2007 - June 2010
Union Bank of CA 1997 - 2006
SAIC November 1997 - April 2000
Union Bank of California 1991 - 1996
Skills
Architecture, Business Process, Enterprise Architecture, WebSphere MQ, EAI, SOA, SDLC, Data Modeling, Solution Architecture, IT Strategy, Weblogic, Agile Methodologies, Business Process Design, Integration, Data Warehousing, Enterprise Software, Software Project..., Databases, Architectures, Java Enterprise Edition, Scrum
Education
University of Waterloo 1990 — 1996
Ph.D., Computer Science
McGill University 1983 — 1989
Ms. Computer Science, Computational Geometry, Graph Theory, Complexity Theory
Sean Spring's Union Bank of California Experience 1995 - 1998
Job Senior Vice President at Ares Management
Industry Banking
Experience
Ares Management May 2015 - Present
First Capital March 2014 - May 2015
First Capital October 2011 - March 2014
Wells Fargo Capital Finance November 2006 - September 2011
CapitalSource Finance LLC 2005 - 2006
City National Bank 2004 - 2005
Bay View Financial 1998 - 2003
Union Bank of California 1995 - 1998
Heller Financial 1988 - 1993
Skills
Asset Based Lending, Loans, Restructuring, Syndications, Cash Flow Lending, Turn Around Management, Commercial Lending, Credit Analysis, Underwriting, Credit, Loan Origination, Middle Market, Portfolio Management, Commercial Finance, Leveraged Finance, Banking, Commercial Banking, Cash Flow, Finance, Small Business Lending, Financial Structuring, Refinance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1991 — 1993
MBA, Business Administration
San Diego State University-California State University 1985 — 1988
BA Economics
Harvard Business School 2009 — 2009
Exec Ed, Corp Restructuring M&A
Ares Management May 2015 - Present
First Capital March 2014 - May 2015
First Capital October 2011 - March 2014
Wells Fargo Capital Finance November 2006 - September 2011
CapitalSource Finance LLC 2005 - 2006
City National Bank 2004 - 2005
Bay View Financial 1998 - 2003
Union Bank of California 1995 - 1998
Heller Financial 1988 - 1993
Skills
Asset Based Lending, Loans, Restructuring, Syndications, Cash Flow Lending, Turn Around Management, Commercial Lending, Credit Analysis, Underwriting, Credit, Loan Origination, Middle Market, Portfolio Management, Commercial Finance, Leveraged Finance, Banking, Commercial Banking, Cash Flow, Finance, Small Business Lending, Financial Structuring, Refinance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1991 — 1993
MBA, Business Administration
San Diego State University-California State University 1985 — 1988
BA Economics
Harvard Business School 2009 — 2009
Exec Ed, Corp Restructuring M&A
Gino Gambino Gino Gambino's Union Bank of California Experience May 2006 - June 2007
Job Equipment Finance Manager SD Division at Zions Credit Corporation dba CB&T Equipment Finance, subsidiary of Zions Bank
Industry Banking
Experience
Zions First National Bank June 2007 - Present
Union Bank of California May 2006 - June 2007
PRG Financial Investments May 2006 - June 2007
Skills
Spanish, Microsoft Office, Finance, Credit Analysis, Capital Equipment..., Analysis, Management, Sales
Education
Michigan State University 2001 — 2006
Bachelor of Arts (B.A.), Finance
Zions First National Bank June 2007 - Present
Union Bank of California May 2006 - June 2007
PRG Financial Investments May 2006 - June 2007
Skills
Spanish, Microsoft Office, Finance, Credit Analysis, Capital Equipment..., Analysis, Management, Sales
Education
Michigan State University 2001 — 2006
Bachelor of Arts (B.A.), Finance
Michael Lyons-Johnston Michael Lyons-Johnston's Union Bank of California Experience 1992 - 1996
Job Principal at Lyons Johnston Associates
Industry Architecture & Planning
Experience
Lyons Johnston Associates September 2009 - Present
Pearson Architects March 2007 - August 2009
LJA, Inc. July 1996 - January 2003
Union Bank of California 1992 - 1996
Catello & Associates 1987 - 1989
Skills
Space planning, AutoCAD, Interior Design, Submittals, Construction, Project Management, Interior Architecture, Leadership, Management, Construction Management, Furniture, Renovation, Budgets, Procurement, Drawing
Education
Eastern Michigan University 1978 — 1986
Bachelor of Science, Interior Design & Housing, Fine Arts, Marketing
Lyons Johnston Associates September 2009 - Present
Pearson Architects March 2007 - August 2009
LJA, Inc. July 1996 - January 2003
Union Bank of California 1992 - 1996
Catello & Associates 1987 - 1989
Skills
Space planning, AutoCAD, Interior Design, Submittals, Construction, Project Management, Interior Architecture, Leadership, Management, Construction Management, Furniture, Renovation, Budgets, Procurement, Drawing
Education
Eastern Michigan University 1978 — 1986
Bachelor of Science, Interior Design & Housing, Fine Arts, Marketing
Sonja A. Kehnt, Talent Acquisition Strategist Sonja A. Kehnt, Talent Acquisition Strategist's Union Bank of California Experience April 2004 - July 2008
Job Senior Talent Acquisition Partner
Industry Human Resources
Experience
Senior Contract Recruiter February 2015 - Present
Experian January 2012 - August 2014
McDermott & Bull July 2011 - December 2011
Companies: Edward Jones, Smith Barney, Kaiser Permanente, etc. July 2008 - March 2010
Union Bank of California April 2004 - July 2008
Agency Recruiter January 2000 - April 2004
Skills
Project Management /..., Sourcing, Applicant Tracking..., Executive Search, Cold Calling, Onboarding, Interviewing, Full-cycle Recruiting, Screening, Internet Recruiting, Employer Branding, Customer Relations, Negotiation, Search, College Recruiting, Direct Recruiting, Resume Writing, Social Media, Direct Sourcing, Talent Acquisition, Hiring, Recruiting, Task Force, Technical Recruiting, Customer Service, Screening Resumes, Contract Recruitment, Temporary Placement, Talent Management, Temporary Staffing, Staffing Services, Benefits Negotiation, SDLC, Interviews, Permanent Placement, Employee Relations, Taleo, Job Fairs, Management, Workforce Planning, Corporate Recruiting, Leadership, New Hire Orientations, Human Resources, HRIS, Building Relationships, Job Descriptions, Performance Management, Recruitment Advertising, Succession Planning
Education
UCLA Extension 1998 — 2000
Certification, ABA Paralegal Certification for Corporate Law / Litigation
Long Beach City College
Senior Contract Recruiter February 2015 - Present
Experian January 2012 - August 2014
McDermott & Bull July 2011 - December 2011
Companies: Edward Jones, Smith Barney, Kaiser Permanente, etc. July 2008 - March 2010
Union Bank of California April 2004 - July 2008
Agency Recruiter January 2000 - April 2004
Skills
Project Management /..., Sourcing, Applicant Tracking..., Executive Search, Cold Calling, Onboarding, Interviewing, Full-cycle Recruiting, Screening, Internet Recruiting, Employer Branding, Customer Relations, Negotiation, Search, College Recruiting, Direct Recruiting, Resume Writing, Social Media, Direct Sourcing, Talent Acquisition, Hiring, Recruiting, Task Force, Technical Recruiting, Customer Service, Screening Resumes, Contract Recruitment, Temporary Placement, Talent Management, Temporary Staffing, Staffing Services, Benefits Negotiation, SDLC, Interviews, Permanent Placement, Employee Relations, Taleo, Job Fairs, Management, Workforce Planning, Corporate Recruiting, Leadership, New Hire Orientations, Human Resources, HRIS, Building Relationships, Job Descriptions, Performance Management, Recruitment Advertising, Succession Planning
Education
UCLA Extension 1998 — 2000
Certification, ABA Paralegal Certification for Corporate Law / Litigation
Long Beach City College
Srikanth Erijarla's Union Bank of California Experience March 2008 - October 2009
Job QA Test Analyst at Brightstar Corp.
Industry Information Technology and Services
Experience
Brightstar Corp. March 2015 - Present
L&T Infotech January 2011 - Present
CITI March 2011 - May 2014
iGATE Global Solutions Ltd March 2008 - October 2010
Viant Health Payment Solutions July 2009 - February 2010
Union Bank of California March 2008 - October 2009
Invensys Development Centre India Pvt. Ltd. 2005 - February 2008
Wonderware September 2005 - January 2008
Invensys 2005 - 2008
Skills
End-to-end Testing, Manual Testing, SDLC, Agile Methodologies, Quality Center, ISTQB Certified, Agile Testing, Internet Banking, Investment Banking, Agile, SQL Server, Test Management, User Acceptance Testing, Test Strategy, ALM, Risk Based Testing, System Integration..., Test Planning, Scrum, JIRA, ERP, JDE Enterprise One, Intershop, Microsoft SQL Server, Bug Tracking, Backend Operations, Testing, Vendor Management, Requirements Analysis, Software Quality..., HP Quality Center, Software Project..., Quality Assurance, System Testing, Test Automation, Integration, SQL, Web Services, Regression Testing
Education
Jawaharlal Nehru Technological University 1998 — 2002
B.Tech, Computer Science & Engineering, First
Viswabharathi Jr College 1996 — 1998
Intermediate, MPC, First
Brightstar Corp. March 2015 - Present
L&T Infotech January 2011 - Present
CITI March 2011 - May 2014
iGATE Global Solutions Ltd March 2008 - October 2010
Viant Health Payment Solutions July 2009 - February 2010
Union Bank of California March 2008 - October 2009
Invensys Development Centre India Pvt. Ltd. 2005 - February 2008
Wonderware September 2005 - January 2008
Invensys 2005 - 2008
Skills
End-to-end Testing, Manual Testing, SDLC, Agile Methodologies, Quality Center, ISTQB Certified, Agile Testing, Internet Banking, Investment Banking, Agile, SQL Server, Test Management, User Acceptance Testing, Test Strategy, ALM, Risk Based Testing, System Integration..., Test Planning, Scrum, JIRA, ERP, JDE Enterprise One, Intershop, Microsoft SQL Server, Bug Tracking, Backend Operations, Testing, Vendor Management, Requirements Analysis, Software Quality..., HP Quality Center, Software Project..., Quality Assurance, System Testing, Test Automation, Integration, SQL, Web Services, Regression Testing
Education
Jawaharlal Nehru Technological University 1998 — 2002
B.Tech, Computer Science & Engineering, First
Viswabharathi Jr College 1996 — 1998
Intermediate, MPC, First
Sarah Allspaw's Union Bank of California Experience November 2008 - March 2009
Job Online Education Manager Fine Art, Podcast & Radio Producer, Freelance Video/Photographer
Industry Online Media
Experience
Freelance February 2015 - Present
F+W Media, Inc. June 2014 - Present
Christian Broadcasting System Ltd. December 2013 - Present
Mike Herrera February 2013 - Present
F+W Media, Inc. May 2009 - June 2014
Union Bank of California November 2008 - March 2009
Miley World (Miley Cyrus Fanclub) September 2008 - December 2008
The Summit Country Day School January 2007 - August 2008
Bonneville International January 2006 - August 2008
Bonneville International January 2006 - August 2008
Skills
Social Networking, Newsletters, Facebook, Public Relations, Marketing, Blogging, Editing, Web Content, Publishing, E-commerce, Editorial, Video, Photography, SEO, Advertising
Education
Miami University 2002 — 2006
Mass Communication, Production, Journalism, Spanish
Freelance February 2015 - Present
F+W Media, Inc. June 2014 - Present
Christian Broadcasting System Ltd. December 2013 - Present
Mike Herrera February 2013 - Present
F+W Media, Inc. May 2009 - June 2014
Union Bank of California November 2008 - March 2009
Miley World (Miley Cyrus Fanclub) September 2008 - December 2008
The Summit Country Day School January 2007 - August 2008
Bonneville International January 2006 - August 2008
Bonneville International January 2006 - August 2008
Skills
Social Networking, Newsletters, Facebook, Public Relations, Marketing, Blogging, Editing, Web Content, Publishing, E-commerce, Editorial, Video, Photography, SEO, Advertising
Education
Miami University 2002 — 2006
Mass Communication, Production, Journalism, Spanish
Cristian Daraban Cristian Daraban's Union Bank of California Experience May 2008 - August 2009
Job Marketing Manager at Cydcor
Industry Marketing and Advertising
Experience
Cydcor July 2015 - Present
MIA Magazine - Music, Instruments & Artists August 2014 - Present
Guitar Center March 2012 - February 2015
Guitar Center March 2010 - March 2012
NBC Universal August 2009 - December 2009
Union Bank of California May 2008 - August 2009
Warner Bros. February 2009 - May 2009
US Bank June 2007 - April 2008
Wells Fargo July 2005 - June 2007
Island Def Jam Music Group September 2003 - December 2003
Skills
Marketing, Social Media Marketing, E-commerce, Social Media, SEO, Sales, Management, Music, Digital Marketing, Leadership, Facebook, Retail, Merchandising, Social Networking, Project Management, Email Marketing, Recording, Audio Engineering, Strategy, Sales Operations, Digital Media, Music Management, Music Production, Artist Management, Artist Development, Entertainment, Blogging, Advertising, Marketing Management, Cross-functional Team..., Sound, User Experience, Online Marketing, Web Analytics, Omniture, A&R, Training, PPC, Online Advertising, Partnership Marketing, Business Development, Brand Management, Brand Development, Marketing Strategy, Product Marketing, Integrated Marketing, Interactive Marketing, E-commerce SEO, Multi-media Marketing..., Digital Direct Marketing
Education
Full Sail University 2010 — 2011
Master of Science, Entertainment Business
Full Sail University 2008 — 2010
Bachelor of Science, Entertainment Business
Cydcor July 2015 - Present
MIA Magazine - Music, Instruments & Artists August 2014 - Present
Guitar Center March 2012 - February 2015
Guitar Center March 2010 - March 2012
NBC Universal August 2009 - December 2009
Union Bank of California May 2008 - August 2009
Warner Bros. February 2009 - May 2009
US Bank June 2007 - April 2008
Wells Fargo July 2005 - June 2007
Island Def Jam Music Group September 2003 - December 2003
Skills
Marketing, Social Media Marketing, E-commerce, Social Media, SEO, Sales, Management, Music, Digital Marketing, Leadership, Facebook, Retail, Merchandising, Social Networking, Project Management, Email Marketing, Recording, Audio Engineering, Strategy, Sales Operations, Digital Media, Music Management, Music Production, Artist Management, Artist Development, Entertainment, Blogging, Advertising, Marketing Management, Cross-functional Team..., Sound, User Experience, Online Marketing, Web Analytics, Omniture, A&R, Training, PPC, Online Advertising, Partnership Marketing, Business Development, Brand Management, Brand Development, Marketing Strategy, Product Marketing, Integrated Marketing, Interactive Marketing, E-commerce SEO, Multi-media Marketing..., Digital Direct Marketing
Education
Full Sail University 2010 — 2011
Master of Science, Entertainment Business
Full Sail University 2008 — 2010
Bachelor of Science, Entertainment Business
Danny Outlaw Danny Outlaw's Union Bank of California Experience October 1996 - May 1997
Job Banking Professional
Industry Banking
Experience
Washington Mutual Bank May 1998 - April 2009
Union Bank of California October 1996 - May 1997
LaSalle St. Securities May 1994 - October 1996
Gerald Commodities September 1989 - April 1994
The Law Offices of Jesse Outlaw August 1988 - August 1989
Skills
Account Reconciliation, Mutual Funds, Investments, Accounting, Internal Audit, Data Entry, Financial Analysis, Administrative..., Finance, Portfolio Management, Financial Services
Education
Eastern Illinois University
Washington Mutual Bank May 1998 - April 2009
Union Bank of California October 1996 - May 1997
LaSalle St. Securities May 1994 - October 1996
Gerald Commodities September 1989 - April 1994
The Law Offices of Jesse Outlaw August 1988 - August 1989
Skills
Account Reconciliation, Mutual Funds, Investments, Accounting, Internal Audit, Data Entry, Financial Analysis, Administrative..., Finance, Portfolio Management, Financial Services
Education
Eastern Illinois University
Alan Previde, PMP & CSM Alan Previde, PMP & CSM's Union Bank of California Experience August 2008 - May 2010
Job Sr. Project and Portfolio Manager at iPayment, Inc.
Industry Information Technology and Services
Experience
iPayment, Inc. January 2014 - Present
Green Dot Corporation September 2011 - October 2013
Critical Path Management, Inc January 2011 - December 2012
Ascendant Technology May 2010 - December 2010
Union Bank of California August 2008 - May 2010
Countrywide Bank March 2007 - August 2008
Amgen October 2006 - February 2007
Charles Schwab Co. September 2000 - October 2006
Friend Finder.com May 1998 - May 2000
Skills
Program Management, Vendor Management, Project Server, Software Project..., Agile Project Management, Project Management, MS Project, Risk Management, IT Management, Microsoft Office, Microsoft SQL Server, Agile Methodologies, Cross-functional Team..., Team Leadership, Portfolio Management, SDLC, Business Analysis, Management, Scrum, PMO, PMP, Leadership, Visio, Team Management, Requirements Gathering, Process Improvement, Project Delivery, Waterfall, RUP, Budgets, Change Management, Stakeholder Management, Security, Integration, Testing, Project Planning, Governance, Project Portfolio..., SharePoint, Software Development, Resource Management, ITIL, Business Process, Business Process..., Enterprise Software, Requirements Analysis, IT Strategy, Business Requirements, Business Intelligence, Enterprise Architecture
Education
Project Management Institute 2010 — 2010
PMP, Project Management
Scrum Alliance Org 2010 — 2010
Certified, Scrum Master
National University 2000 — 2003
BS, Information Technology
Foothill College 1997 — 2000
Associate, Web Development
iPayment, Inc. January 2014 - Present
Green Dot Corporation September 2011 - October 2013
Critical Path Management, Inc January 2011 - December 2012
Ascendant Technology May 2010 - December 2010
Union Bank of California August 2008 - May 2010
Countrywide Bank March 2007 - August 2008
Amgen October 2006 - February 2007
Charles Schwab Co. September 2000 - October 2006
Friend Finder.com May 1998 - May 2000
Skills
Program Management, Vendor Management, Project Server, Software Project..., Agile Project Management, Project Management, MS Project, Risk Management, IT Management, Microsoft Office, Microsoft SQL Server, Agile Methodologies, Cross-functional Team..., Team Leadership, Portfolio Management, SDLC, Business Analysis, Management, Scrum, PMO, PMP, Leadership, Visio, Team Management, Requirements Gathering, Process Improvement, Project Delivery, Waterfall, RUP, Budgets, Change Management, Stakeholder Management, Security, Integration, Testing, Project Planning, Governance, Project Portfolio..., SharePoint, Software Development, Resource Management, ITIL, Business Process, Business Process..., Enterprise Software, Requirements Analysis, IT Strategy, Business Requirements, Business Intelligence, Enterprise Architecture
Education
Project Management Institute 2010 — 2010
PMP, Project Management
Scrum Alliance Org 2010 — 2010
Certified, Scrum Master
National University 2000 — 2003
BS, Information Technology
Foothill College 1997 — 2000
Associate, Web Development
Jeremy Lawson Jeremy Lawson's Union Bank of California Experience June 2007 - August 2007
Job Compensation Analyst at Del Monte Foods, Inc.
Industry Human Resources
Experience
Del Monte Foods, Inc. July 2014 - Present
Brown and Caldwell May 2013 - July 2014
CBS Interactive April 2012 - January 2013
Hewlett-Packard January 2010 - August 2011
Equilar December 2008 - May 2010
Union Bank of California June 2007 - August 2007
Pacific Gas & Electric June 2006 - August 2006
City of Berkeley August 2003 - May 2004
Skills
Executive Pay, Deferred Compensation, Financial Analysis, Talent Management, Onboarding, Human Resources, System Administration, Job Analysis, Incentive Programs, Leadership, PeopleSoft, Employee Benefits, Team Management, Program Management, Analysis, Policy, Microsoft Excel, Equities, Risk Management, Benchmarking, Performance Management, Market Research, HRIS, Talent Acquisition, Compensation & Benefit, Data Analysis, Salary, Organizational..., Workforce Planning, Employee Relations, Personnel Management, Employee Engagement, Compensation & Benefits..., Management, Training, Public Speaking, Recruiting, Compensation, Interviews, Project Management, Research
Education
Kenyon College 2004 — 2008
Economics, Economics, Public Policy
Kenyon College 2004 — 2008
Economics, Economics, Public Policy
Del Monte Foods, Inc. July 2014 - Present
Brown and Caldwell May 2013 - July 2014
CBS Interactive April 2012 - January 2013
Hewlett-Packard January 2010 - August 2011
Equilar December 2008 - May 2010
Union Bank of California June 2007 - August 2007
Pacific Gas & Electric June 2006 - August 2006
City of Berkeley August 2003 - May 2004
Skills
Executive Pay, Deferred Compensation, Financial Analysis, Talent Management, Onboarding, Human Resources, System Administration, Job Analysis, Incentive Programs, Leadership, PeopleSoft, Employee Benefits, Team Management, Program Management, Analysis, Policy, Microsoft Excel, Equities, Risk Management, Benchmarking, Performance Management, Market Research, HRIS, Talent Acquisition, Compensation & Benefit, Data Analysis, Salary, Organizational..., Workforce Planning, Employee Relations, Personnel Management, Employee Engagement, Compensation & Benefits..., Management, Training, Public Speaking, Recruiting, Compensation, Interviews, Project Management, Research
Education
Kenyon College 2004 — 2008
Economics, Economics, Public Policy
Kenyon College 2004 — 2008
Economics, Economics, Public Policy
Scott Nishinaka Scott Nishinaka's Union Bank of California Experience May 1997 - October 2000
Job QA Systems Ananlyst at Fulbright & Jaworski
Industry Computer Hardware
Experience
Fulbright & Jaworski June 2012 - Present
Valley Children's Hospital December 2011 - April 2012
Selma Fire Department June 2006 - November 2011
Visalia Unified School District October 2000 - October 2008
Union Bank of California May 1997 - October 2000
Skills
Computer Hardware, Computer Repair, Computer Maintenance, Software Quality..., Applications, Network Administration, Computer Network...
Education
Fresno City College
computer science
Fulbright & Jaworski June 2012 - Present
Valley Children's Hospital December 2011 - April 2012
Selma Fire Department June 2006 - November 2011
Visalia Unified School District October 2000 - October 2008
Union Bank of California May 1997 - October 2000
Skills
Computer Hardware, Computer Repair, Computer Maintenance, Software Quality..., Applications, Network Administration, Computer Network...
Education
Fresno City College
computer science
Chris Held's Union Bank of California Experience September 2004 - April 2006
Job Manager of Financial Aid Discrepancy Resolution at Apollo Education Group
Industry Higher Education
Experience
Apollo Education Group January 2013 - Present
Apollo Education Group July 2013 - December 2014
Apollo Education Group May 2012 - December 2012
Northern Arizona University October 2007 - May 2012
Coconino County September 2006 - October 2007
Union Bank of California September 2004 - April 2006
Armstrong Robitaille June 1999 - March 2003
Fuher and Associates January 1998 - April 1999
Skills
Instructional Design, Mentoring, Documentation, Data Analysis, Staff Development, PeopleSoft, Financial Aid, Software Documentation, Student Financial Aid, Training, Research, Higher Education, Process Improvement, Student Affairs, Microsoft Office, Policy, Leadership Development, Management, Leadership, Public Speaking, Customer Service, Strategic Planning, Adult Education, Team Building, Program Management, Access, Coaching, Teaching, Analysis
Education
Northern Arizona University 2011 — 2012
Master's degree, Administration - Leadership
Hofstra University 1976 — 1980
BA, Psychology
Maria Regina Diocesan High School 1972 — 1976
HS, Business
University of Phoenix
Apollo Education Group January 2013 - Present
Apollo Education Group July 2013 - December 2014
Apollo Education Group May 2012 - December 2012
Northern Arizona University October 2007 - May 2012
Coconino County September 2006 - October 2007
Union Bank of California September 2004 - April 2006
Armstrong Robitaille June 1999 - March 2003
Fuher and Associates January 1998 - April 1999
Skills
Instructional Design, Mentoring, Documentation, Data Analysis, Staff Development, PeopleSoft, Financial Aid, Software Documentation, Student Financial Aid, Training, Research, Higher Education, Process Improvement, Student Affairs, Microsoft Office, Policy, Leadership Development, Management, Leadership, Public Speaking, Customer Service, Strategic Planning, Adult Education, Team Building, Program Management, Access, Coaching, Teaching, Analysis
Education
Northern Arizona University 2011 — 2012
Master's degree, Administration - Leadership
Hofstra University 1976 — 1980
BA, Psychology
Maria Regina Diocesan High School 1972 — 1976
HS, Business
University of Phoenix
Karen Bergin's Union Bank of California Experience 1974 - 1997
Job Director, Bergin Glass Impressions, Inc
Industry Wine and Spirits
Experience
TEDx Sonoma County 2015 August 2014 - Present
Bergin Glass Impressions 1988 - Present
California School Boards Association December 2005 - March 2013
Waugh School District 2005 - 2013
Union Bank of California 1974 - 1997
Skills
Strategic Planning, Public Speaking, Fundraising, Leadership, Nonprofits, Negotiation, Marketing Strategy, Art, Event Planning, Customer Service, Management, Budgets, Team Building, Marketing, Banking, Strategy, Financial Analysis, Social Media, Customer Relations, Coaching, Small Business, Mentoring, Writing, Budgeting
Education
El Camino College
TEDx Sonoma County 2015 August 2014 - Present
Bergin Glass Impressions 1988 - Present
California School Boards Association December 2005 - March 2013
Waugh School District 2005 - 2013
Union Bank of California 1974 - 1997
Skills
Strategic Planning, Public Speaking, Fundraising, Leadership, Nonprofits, Negotiation, Marketing Strategy, Art, Event Planning, Customer Service, Management, Budgets, Team Building, Marketing, Banking, Strategy, Financial Analysis, Social Media, Customer Relations, Coaching, Small Business, Mentoring, Writing, Budgeting
Education
El Camino College
Cindy Hager's Union Bank of California Experience August 2008 - Present
Job VP Operational Risk Management
Industry Banking
Experience
Union Bank of California August 2008 - Present
Automatic Data Processing, Inc. August 2000 - August 2008
Skills
Financial Risk, Financial Analysis, Financial Modeling, Mergers, Sarbanes-Oxley Act
Education
Indiana University Bloomington 1979 — 1983
Union Bank of California August 2008 - Present
Automatic Data Processing, Inc. August 2000 - August 2008
Skills
Financial Risk, Financial Analysis, Financial Modeling, Mergers, Sarbanes-Oxley Act
Education
Indiana University Bloomington 1979 — 1983
Jay Hartlove, CRCM, MSF, CPL Jay Hartlove, CRCM, MSF, CPL's Union Bank of California Experience January 1999 - May 2005
Job Compliance Officer st Patelco Credit Union
Industry Banking
Experience
Patelco Credit Union March 2014 - Present
Wells Fargo Bank February 2014 - March 2014
Bank of the West July 2013 - November 2013
Wolters Kluwer Financial Services November 2012 - June 2013
GeoVera Holdings, Inc. April 2012 - November 2012
Bank of the West December 2005 - January 2012
Bingham McCutchen May 2005 - December 2005
Union Bank of California January 1999 - May 2005
Gold Bennett and Cera LLP July 1993 - January 1999
Skills
Public Speaking, Negotiation, Mediation, Teaching, Writing, Technical Writing, Legal Research, Banking, Litigation, Compliance, Policy, Analysis, Risk Management, Contract Negotiation, SOX, Process Improvement, Research, Financial Risk, Risk Assessment, Project Management, Internal Audit, Finance, AML, KYC, OFAC
Education
ABA Intermediate Compliance School 2009 — 2009
Certificate, Banking regulation
ABA National Compliance School 2008 — 2008
Diploma, Banking regulatory compliance
Golden Gate University 2001 — 2003
Master of Science, Finance
San Francisco State University 2000 — 2001
Master of Science in Finance, Business
St. Mary's College of California 1991 — 1992
Paralegal Certificate, Law
University of California, Los Angeles 1975 — 1979
Psychobiology
Santa Monica High School 1973 — 1975
Diploma, University Preparatory
Patelco Credit Union March 2014 - Present
Wells Fargo Bank February 2014 - March 2014
Bank of the West July 2013 - November 2013
Wolters Kluwer Financial Services November 2012 - June 2013
GeoVera Holdings, Inc. April 2012 - November 2012
Bank of the West December 2005 - January 2012
Bingham McCutchen May 2005 - December 2005
Union Bank of California January 1999 - May 2005
Gold Bennett and Cera LLP July 1993 - January 1999
Skills
Public Speaking, Negotiation, Mediation, Teaching, Writing, Technical Writing, Legal Research, Banking, Litigation, Compliance, Policy, Analysis, Risk Management, Contract Negotiation, SOX, Process Improvement, Research, Financial Risk, Risk Assessment, Project Management, Internal Audit, Finance, AML, KYC, OFAC
Education
ABA Intermediate Compliance School 2009 — 2009
Certificate, Banking regulation
ABA National Compliance School 2008 — 2008
Diploma, Banking regulatory compliance
Golden Gate University 2001 — 2003
Master of Science, Finance
San Francisco State University 2000 — 2001
Master of Science in Finance, Business
St. Mary's College of California 1991 — 1992
Paralegal Certificate, Law
University of California, Los Angeles 1975 — 1979
Psychobiology
Santa Monica High School 1973 — 1975
Diploma, University Preparatory
Jackie Prentice Jackie Prentice's Union Bank of California Experience August 1987 - August 1996
Job Account Manager at EOS International; I help libraries get the most bang for their technology buck!
Industry Computer Software
Experience
EOS International August 1996 - Present
Special Libraries Association January 2010 - January 2011
Union Bank of California August 1987 - August 1996
Skills
Project Management, Lead Generation, Content Management, Social Networking, Research, Microsoft Office, Social Media, Knowledge Management, Public Speaking, Information Management, Integrated Marketing, Account Management, Online Research, Training, Marketing, Databases, Strategic Planning
Education
Iowa State University 1979 — 1983
EOS International August 1996 - Present
Special Libraries Association January 2010 - January 2011
Union Bank of California August 1987 - August 1996
Skills
Project Management, Lead Generation, Content Management, Social Networking, Research, Microsoft Office, Social Media, Knowledge Management, Public Speaking, Information Management, Integrated Marketing, Account Management, Online Research, Training, Marketing, Databases, Strategic Planning
Education
Iowa State University 1979 — 1983
Clif Bate Clif Bate's Union Bank of California Experience November 2000 - March 2005
Job Director, UI Engineering at ServiceNow The Enterprise IT Cloud Company We are hiring! Check jobs at www.servicenow.com
Industry Information Technology and Services
Experience
ServiceNow - The Enterprise IT Cloud Company January 2014 - Present
Sony Online Entertainment May 2010 - October 2013
Union Bank August 2007 - May 2010
Union Bank March 2005 - November 2007
Learning Tree International November 2000 - August 2007
Union Bank of California November 2000 - March 2005
NeoPoint August 1999 - November 2000
Qualcomm May 1999 - August 1999
Binary Labs, Inc March 1997 - May 1999
GDE Systems October 1995 - March 1997
Skills
Product Management, SDLC, Software Development, Java, Integration, Project Management, Software Engineering, Unix, Web Development, Software Project..., Mobile Devices, Software Documentation, Cross-functional Team..., Management, Scrum, Agile Methodologies, Testing, Cloud Computing, Requirements Analysis, Business Intelligence, Information Technology, E-commerce, Enterprise Software, Java Enterprise Edition, JavaScript, APIs, Amazon Web Services..., JSON, Web Services, Web Analytics, Leadership, Team Leadership, Mentoring, Product Development, Tag Management, Strategic Planning, Analytics, Site Catalyst, Enterprise Architecture, Website Development, Web Marketing, Mobile Technology, Mobile Applications, Google Analytics, Google Adwords, Decisiveness, Benefit Cost Analysis, SOA, XML, Web Applications
Education
University of California, San Diego - The Rady School of Management 2006 — 2008
MBA, Business Administration, Management and Operations, Strategic Planning
Clemson University 1987 — 1991
BS, Computer Science
ServiceNow - The Enterprise IT Cloud Company January 2014 - Present
Sony Online Entertainment May 2010 - October 2013
Union Bank August 2007 - May 2010
Union Bank March 2005 - November 2007
Learning Tree International November 2000 - August 2007
Union Bank of California November 2000 - March 2005
NeoPoint August 1999 - November 2000
Qualcomm May 1999 - August 1999
Binary Labs, Inc March 1997 - May 1999
GDE Systems October 1995 - March 1997
Skills
Product Management, SDLC, Software Development, Java, Integration, Project Management, Software Engineering, Unix, Web Development, Software Project..., Mobile Devices, Software Documentation, Cross-functional Team..., Management, Scrum, Agile Methodologies, Testing, Cloud Computing, Requirements Analysis, Business Intelligence, Information Technology, E-commerce, Enterprise Software, Java Enterprise Edition, JavaScript, APIs, Amazon Web Services..., JSON, Web Services, Web Analytics, Leadership, Team Leadership, Mentoring, Product Development, Tag Management, Strategic Planning, Analytics, Site Catalyst, Enterprise Architecture, Website Development, Web Marketing, Mobile Technology, Mobile Applications, Google Analytics, Google Adwords, Decisiveness, Benefit Cost Analysis, SOA, XML, Web Applications
Education
University of California, San Diego - The Rady School of Management 2006 — 2008
MBA, Business Administration, Management and Operations, Strategic Planning
Clemson University 1987 — 1991
BS, Computer Science
Becky Wight Becky Wight's Union Bank of California Experience April 1997 - April 1999
Job Assistant Property Manager at Reef Point Real Estate
Industry Real Estate
Experience
The ConAm Group of Companies September 2001 - March 2013
Trinity Telcom April 1999 - September 2001
Union Bank of California April 1997 - April 1999
Skills
Customer Service, Norton Ghost, Microsoft Office, Property Management, Microsoft Excel, Microsoft Word, Laptops, Real Estate, XP, Help Desk Support, Printers, Technical Support, Computer Hardware, Windows OS, Training, Great troubleshooting..., Windows, Troubleshooting, Software Documentation, Hardware, Leadership, System Administration, Analysis, Software Installation, Integration, Data Entry, Outlook, Teamwork, BMC Remedy, Vendor Management, Virus Removal, Budgets, System Deployment, Dameware, Peripherals, Dell Computers, Remote Desktop, Desktop Computers, Workstations, Windows 95, Yardi, Windows XP
Education
Coleman University 2013 — 2015
In progress, Computer Science
Coleman College 1997 — 2000
Diploma, Networking
Western Business College, Portland Oregon 1981 — 1983
Diploma, Data Processing/Business Admin
The ConAm Group of Companies September 2001 - March 2013
Trinity Telcom April 1999 - September 2001
Union Bank of California April 1997 - April 1999
Skills
Customer Service, Norton Ghost, Microsoft Office, Property Management, Microsoft Excel, Microsoft Word, Laptops, Real Estate, XP, Help Desk Support, Printers, Technical Support, Computer Hardware, Windows OS, Training, Great troubleshooting..., Windows, Troubleshooting, Software Documentation, Hardware, Leadership, System Administration, Analysis, Software Installation, Integration, Data Entry, Outlook, Teamwork, BMC Remedy, Vendor Management, Virus Removal, Budgets, System Deployment, Dameware, Peripherals, Dell Computers, Remote Desktop, Desktop Computers, Workstations, Windows 95, Yardi, Windows XP
Education
Coleman University 2013 — 2015
In progress, Computer Science
Coleman College 1997 — 2000
Diploma, Networking
Western Business College, Portland Oregon 1981 — 1983
Diploma, Data Processing/Business Admin
Bruce Millard Bruce Millard's Union Bank of California Experience January 2000 - January 2007
Job PreSales Enterprise Solution Architect
Industry Hospital & Health Care
Experience
PCM August 2012 - Present
Providence Health & Services 2010 - 2012
VCA Antech May 2007 - October 2010
Wescom Credit Union 2007 - 2008
Wescom Credit Union January 2007 - May 2007
Union Bank of California January 2000 - January 2007
The Aerospace Corp July 1998 - January 2000
Initative Media North America 1998 - 2000
Skills
Vendor Management, ITIL, Project Management, Disaster Recovery, Process Improvement, Change Management, PMO, Management, Service Delivery, Leadership, Project Delivery, Infrastructure, Call Centers, Active Directory, Telecommunications, Cisco Technologies, IT Management, Training, Data Center, IT Service Management, IT Operations, Service Desk, Technical Support, WAN, Microsoft Exchange, Integration, Managed Services, IT Strategy, Help Desk Support
Education
Coleman College
PCM August 2012 - Present
Providence Health & Services 2010 - 2012
VCA Antech May 2007 - October 2010
Wescom Credit Union 2007 - 2008
Wescom Credit Union January 2007 - May 2007
Union Bank of California January 2000 - January 2007
The Aerospace Corp July 1998 - January 2000
Initative Media North America 1998 - 2000
Skills
Vendor Management, ITIL, Project Management, Disaster Recovery, Process Improvement, Change Management, PMO, Management, Service Delivery, Leadership, Project Delivery, Infrastructure, Call Centers, Active Directory, Telecommunications, Cisco Technologies, IT Management, Training, Data Center, IT Service Management, IT Operations, Service Desk, Technical Support, WAN, Microsoft Exchange, Integration, Managed Services, IT Strategy, Help Desk Support
Education
Coleman College
Sal Osio Sal Osio's Union Bank of California Experience November 2004 - March 2007
Job Lead CSR Telephony at Velocify
Industry Telecommunications
Experience
Eisenhower Medical Center January 2009 - October 2010
ACS Healthcare Solutions August 2008 - January 2009
Comstructure April 2007 - December 2007
Union Bank of California November 2004 - March 2007
Karl Storz Endoscopy October 2000 - April 2002
Montgomery Watson Harza May 1998 - September 2000
HCG Telecom January 1994 - March 1998
Skills
Telecommunications, Project Management, VoIP, Networking, Disaster Recovery, Vendor Management, Cisco Technologies, Telephony, Management, Call Center, Call Centers, Strategy, Leadership, Contract Negotiation, Troubleshooting, Project Planning, Telecommunications..., Account Management, Data Center, Analysis, CRM, Managed Services, Integration, Sales, Cloud Computing, Databases, Human Resources, Budgets, SaaS, Team Leadership, Wireless, Mobile Devices, Cross-functional Team..., Enterprise Software, Professional Services, Software Documentation, Solution Selling, Technical Support, Customer Retention, Consulting, Strategic Partnerships, Salesforce.com, Team Management, Product Management, Sales Operations, Negotiation, Start-ups, Outsourcing, Business Analysis, Direct Sales
Education
University of California, Los Angeles 1993 — 1997
UCLA Extension - Professional Development
El Camino College
A.S.
Eisenhower Medical Center January 2009 - October 2010
ACS Healthcare Solutions August 2008 - January 2009
Comstructure April 2007 - December 2007
Union Bank of California November 2004 - March 2007
Karl Storz Endoscopy October 2000 - April 2002
Montgomery Watson Harza May 1998 - September 2000
HCG Telecom January 1994 - March 1998
Skills
Telecommunications, Project Management, VoIP, Networking, Disaster Recovery, Vendor Management, Cisco Technologies, Telephony, Management, Call Center, Call Centers, Strategy, Leadership, Contract Negotiation, Troubleshooting, Project Planning, Telecommunications..., Account Management, Data Center, Analysis, CRM, Managed Services, Integration, Sales, Cloud Computing, Databases, Human Resources, Budgets, SaaS, Team Leadership, Wireless, Mobile Devices, Cross-functional Team..., Enterprise Software, Professional Services, Software Documentation, Solution Selling, Technical Support, Customer Retention, Consulting, Strategic Partnerships, Salesforce.com, Team Management, Product Management, Sales Operations, Negotiation, Start-ups, Outsourcing, Business Analysis, Direct Sales
Education
University of California, Los Angeles 1993 — 1997
UCLA Extension - Professional Development
El Camino College
A.S.
Halicia Perkins - Investments for Life's Union Bank of California Experience April 1990 - April 1997
Job President at HYPRESS ENTEPRISES
Industry International Trade and Development
Experience
HYPRESS INTERNATIONAL REALTY / INVESTMENTS March 2000 - Present
GINO THE GIANT SLAYER September 2004 - Present
Mount Olympus Mortgage Company August 2014 - November 2014
Nationstar Mortgage dba Greenlight Loans November 2012 - June 2014
JPMorgan Chase March 2012 - September 2012
Wells Fargo Bank October 1998 - March 2012
ANETLOAN.COM January 2000 - January 2009
COUNTRYWIDE (CHL) July 1997 - July 1998
Union Bank of California April 1990 - April 1997
San Diego Community College District September 1994 - May 1996
Skills
Real Estate, Investment Properties, Mortgage Lending, Short Sales, Sales, Leadership, Loans, Investments, Management, Brokerage, Commercial Real Estate, Marketing, Marketing Strategy, Finance, Real Estate Financing, Residential Homes, Loan Origination, Fundraising, Mergers & Acquisitions, Credit, Teaching, Residential Mortgages, Grant Writing, Real Estate Economics, Investors, Business Development, Project Planning, Marketing Communications, Foreclosures, Mortgage Banking, REO, Creative Writing, Advertising, Reverse Mortgages, Community Development, Meeting Planning, Resource Allocation, FHA financing, Policy, Project Implementation, Customer Advocacy, Space Planning, Children's Books, Investment Valuation, Residential Appraisal..., Policy & Procedure..., Interior Design, Venture Capital, Relationship Management, New Business Development
Education
University of Nevada-Las Vegas 1975 — 1978
Master of Public Administration (M.P.A.), Urban, Community and Regional Planning
University of San Francisco 1973 — 1973
Graduate Studies, Developmental Psychology
Louisiana Tech University 1971 — 1972
B.A, Psychology
Ohio Northern University 1970 — 1971
Psychology
University of Louisiana at Lafayette 1969 — 1970
Pre-Medicine/Pre-Medical Studies
HYPRESS INTERNATIONAL REALTY / INVESTMENTS March 2000 - Present
GINO THE GIANT SLAYER September 2004 - Present
Mount Olympus Mortgage Company August 2014 - November 2014
Nationstar Mortgage dba Greenlight Loans November 2012 - June 2014
JPMorgan Chase March 2012 - September 2012
Wells Fargo Bank October 1998 - March 2012
ANETLOAN.COM January 2000 - January 2009
COUNTRYWIDE (CHL) July 1997 - July 1998
Union Bank of California April 1990 - April 1997
San Diego Community College District September 1994 - May 1996
Skills
Real Estate, Investment Properties, Mortgage Lending, Short Sales, Sales, Leadership, Loans, Investments, Management, Brokerage, Commercial Real Estate, Marketing, Marketing Strategy, Finance, Real Estate Financing, Residential Homes, Loan Origination, Fundraising, Mergers & Acquisitions, Credit, Teaching, Residential Mortgages, Grant Writing, Real Estate Economics, Investors, Business Development, Project Planning, Marketing Communications, Foreclosures, Mortgage Banking, REO, Creative Writing, Advertising, Reverse Mortgages, Community Development, Meeting Planning, Resource Allocation, FHA financing, Policy, Project Implementation, Customer Advocacy, Space Planning, Children's Books, Investment Valuation, Residential Appraisal..., Policy & Procedure..., Interior Design, Venture Capital, Relationship Management, New Business Development
Education
University of Nevada-Las Vegas 1975 — 1978
Master of Public Administration (M.P.A.), Urban, Community and Regional Planning
University of San Francisco 1973 — 1973
Graduate Studies, Developmental Psychology
Louisiana Tech University 1971 — 1972
B.A, Psychology
Ohio Northern University 1970 — 1971
Psychology
University of Louisiana at Lafayette 1969 — 1970
Pre-Medicine/Pre-Medical Studies
Maureen Mack, SPHR, SHRM-SCP Maureen Mack, SPHR, SHRM-SCP's Union Bank of California Experience May 1994 - March 1997
Job Human Resources Manager at Hawk Ridge Systems
Industry Human Resources
Experience
Hawk Ridge Systems February 2010 - Present
H. R. Principal Human Resources Consulting January 2008 - Present
Bay Area Crisis Nursery September 2000 - June 2012
Consolidated Engineering Labs February 2003 - January 2008
Hexcel Corporation 2000 - 2001
Informix Software 1999 - 2000
Vanstar March 1997 - February 1999
Union Bank of California May 1994 - March 1997
First Deposit Corp / Providian 1989 - 1994
Wells Fargo Bank 1987 - 1989
Skills
Policy, Internal Communications, Performance Management, Coaching, Employee Relations, Recruiting, HR Consulting, Mergers, Small Business, Leadership Development, Compensation, Succession Planning, Team Building, Talent Acquisition, Talent Management, Recruitment/Retention, Mentoring, HR Strategy, Organizational..., Problem Solving, Employee Engagement, Interviewing, Compliance, Employment Law, Benefits Administration, Human Resources, Training, Executive Search, Management, Strategic Planning, Workforce Planning, Employee Benefits, HRIS, Applicant Tracking..., Career Development, Onboarding, Technical Recruiting, Executive Coaching, Employee Training, Job Descriptions, Leadership, Organizational Design, Sourcing, Performance Appraisal, HR Policies, Interviews, Deferred Compensation, Personnel Management, Temporary Placement, Temporary Staffing
Education
Michigan State University
BA, Fine Arts and Education
Waverly High School, Lansing, MI
Hawk Ridge Systems February 2010 - Present
H. R. Principal Human Resources Consulting January 2008 - Present
Bay Area Crisis Nursery September 2000 - June 2012
Consolidated Engineering Labs February 2003 - January 2008
Hexcel Corporation 2000 - 2001
Informix Software 1999 - 2000
Vanstar March 1997 - February 1999
Union Bank of California May 1994 - March 1997
First Deposit Corp / Providian 1989 - 1994
Wells Fargo Bank 1987 - 1989
Skills
Policy, Internal Communications, Performance Management, Coaching, Employee Relations, Recruiting, HR Consulting, Mergers, Small Business, Leadership Development, Compensation, Succession Planning, Team Building, Talent Acquisition, Talent Management, Recruitment/Retention, Mentoring, HR Strategy, Organizational..., Problem Solving, Employee Engagement, Interviewing, Compliance, Employment Law, Benefits Administration, Human Resources, Training, Executive Search, Management, Strategic Planning, Workforce Planning, Employee Benefits, HRIS, Applicant Tracking..., Career Development, Onboarding, Technical Recruiting, Executive Coaching, Employee Training, Job Descriptions, Leadership, Organizational Design, Sourcing, Performance Appraisal, HR Policies, Interviews, Deferred Compensation, Personnel Management, Temporary Placement, Temporary Staffing
Education
Michigan State University
BA, Fine Arts and Education
Waverly High School, Lansing, MI
Jeffrey Boynton Jeffrey Boynton's Union Bank of California Experience April 2007 - January 2008
Job Searching
Industry Financial Services
Experience
Searching January 2012 - Present
Adobe August 2012 - December 2012
Central Florida Investments May 2009 - January 2012
Union Bank of California April 2007 - January 2008
Mclaughlin Piven Vogel Securities December 2003 - September 2006
Skills
Research, Trading, Compliance, Microsoft Office, Operations Management, Conflict Resolution, Data Analysis, Database Administration, Database Management, Database Admin, Salesforce.com, Recruiting, Management, Finance, CRM, Human Resources, Strategy, Team Building
Education
San Francisco State University 2001 — 2003
BA, Sociology
Lake Forest College
The Branson School
Searching January 2012 - Present
Adobe August 2012 - December 2012
Central Florida Investments May 2009 - January 2012
Union Bank of California April 2007 - January 2008
Mclaughlin Piven Vogel Securities December 2003 - September 2006
Skills
Research, Trading, Compliance, Microsoft Office, Operations Management, Conflict Resolution, Data Analysis, Database Administration, Database Management, Database Admin, Salesforce.com, Recruiting, Management, Finance, CRM, Human Resources, Strategy, Team Building
Education
San Francisco State University 2001 — 2003
BA, Sociology
Lake Forest College
The Branson School
Denice Meek's Union Bank of California Experience October 2002 - October 2005
Job Inside Property Adjuster at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance August 2008 - April 2014
PETCO Animal Supplies, Inc. January 2006 - July 2008
Union Bank of California October 2002 - October 2005
Wells Fargo Bank September 2001 - August 2002
Skills
Customer Service, Call Centers, Insurance, Property & Casualty..., Claim, Health Insurance, Employee Benefits, Training, Life Insurance, Leadership, Process Improvement
Education
Cypress College 1998 — 2000
Liberty Mutual Insurance August 2008 - April 2014
PETCO Animal Supplies, Inc. January 2006 - July 2008
Union Bank of California October 2002 - October 2005
Wells Fargo Bank September 2001 - August 2002
Skills
Customer Service, Call Centers, Insurance, Property & Casualty..., Claim, Health Insurance, Employee Benefits, Training, Life Insurance, Leadership, Process Improvement
Education
Cypress College 1998 — 2000
Ethan Pruett's Union Bank of California Experience January 1996 - January 1998
Job Information and Technology Services Professional
Industry Information Technology and Services
Experience
EMCOR Facilities Services August 2014 - Present
GlobalMed Telemedicine October 2013 - August 2014
Apollo Group March 2013 - September 2013
Informative Graphics June 2012 - February 2013
MDTechPro July 2011 - June 2012
Boys & Girls Clubs of America National Headquarters July 2007 - June 2011
Ricoh Americas Corporation January 2005 - July 2007
Northern California Carpenters Regional Council December 2001 - August 2005
Computer Associates July 1998 - December 2001
Union Bank of California January 1996 - January 1998
Skills
Active Directory, Troubleshooting, System Administration, Software Documentation, Technical Support, SharePoint, Microsoft Exchange, Networking, VPN, Security, Help Desk Support, TCP/IP, Software Installation, IIS, Group Policy
Education
Long Beach City College
Psychology
The University of Memphis
Psychology
EMCOR Facilities Services August 2014 - Present
GlobalMed Telemedicine October 2013 - August 2014
Apollo Group March 2013 - September 2013
Informative Graphics June 2012 - February 2013
MDTechPro July 2011 - June 2012
Boys & Girls Clubs of America National Headquarters July 2007 - June 2011
Ricoh Americas Corporation January 2005 - July 2007
Northern California Carpenters Regional Council December 2001 - August 2005
Computer Associates July 1998 - December 2001
Union Bank of California January 1996 - January 1998
Skills
Active Directory, Troubleshooting, System Administration, Software Documentation, Technical Support, SharePoint, Microsoft Exchange, Networking, VPN, Security, Help Desk Support, TCP/IP, Software Installation, IIS, Group Policy
Education
Long Beach City College
Psychology
The University of Memphis
Psychology
Jenny Prefontaine Jenny Prefontaine's Union Bank of California Experience July 1998 - September 1999
Job Consultant at SelfEmployed
Industry Human Resources
Experience
Chico Custom Kitchens October 2003 - 2013
West Coast Life Insurance 2001 - 2002
Bowne 1999 - 2001
Union Bank of California July 1998 - September 1999
Modis 1998 - 1999
Holland-Parlette and Assoc. January 1997 - June 1997
Giusto Enterprises, Inc. 1995 - 1997
Architectural Construction 1994 - 1995
Vestek Systems January 1990 - 1993
Skills
Management, Social Media, Budgets, Human Resources, Customer Service, Advertising, Project Planning, Non-profits, Community Outreach, Marketing Strategy, Classroom, Social Networking, Social Services, Special Education, Special Needs, Hospitality, Consulting, Office Management, Proofreading
Education
St. Joseph Notre Dame
High School
San Francisco State University 1989 — 1992
BA, Liberal Arts
City College of San Francisco 1998 — 1999
Restaurant, Culinary, and Catering Management/Manager
Diablo Valley College 1987 — 1988
Chico Custom Kitchens October 2003 - 2013
West Coast Life Insurance 2001 - 2002
Bowne 1999 - 2001
Union Bank of California July 1998 - September 1999
Modis 1998 - 1999
Holland-Parlette and Assoc. January 1997 - June 1997
Giusto Enterprises, Inc. 1995 - 1997
Architectural Construction 1994 - 1995
Vestek Systems January 1990 - 1993
Skills
Management, Social Media, Budgets, Human Resources, Customer Service, Advertising, Project Planning, Non-profits, Community Outreach, Marketing Strategy, Classroom, Social Networking, Social Services, Special Education, Special Needs, Hospitality, Consulting, Office Management, Proofreading
Education
St. Joseph Notre Dame
High School
San Francisco State University 1989 — 1992
BA, Liberal Arts
City College of San Francisco 1998 — 1999
Restaurant, Culinary, and Catering Management/Manager
Diablo Valley College 1987 — 1988
Mary Thomas, CPA, CFP®, CLU Mary Thomas, CPA, CFP®, CLU's Union Bank of California Experience October 2005 - September 2007
Job Senior Manager, Personal Financial Services
Industry Accounting
Experience
Personal Financial Services Group January 2009 - April 2015
Diamond Wealth Advisors, LLC September 2007 - October 2008
Union Bank of California October 2005 - September 2007
City National Bank May 2002 - September 2005
Hutchinson and Bloodgood LLP July 2001 - April 2002
Ernst & Young LLP July 1995 - July 2001
KPMG Peat Marwick LLP December 1994 - April 1995
Yapi Kredi Bank January 1991 - June 1992
Skills
Wealth Management, High Net Worth..., Estate Planning, CPA, Tax, Income Tax, Estate Tax Planning, Wealth, Financial Planning
Education
Johnson & Wales University
Master of Science, Accounting
San Diego State University
Master, Business Administration, Finance
Gazi University
Bachelor of Arts Degree, Economics
Personal Financial Services Group January 2009 - April 2015
Diamond Wealth Advisors, LLC September 2007 - October 2008
Union Bank of California October 2005 - September 2007
City National Bank May 2002 - September 2005
Hutchinson and Bloodgood LLP July 2001 - April 2002
Ernst & Young LLP July 1995 - July 2001
KPMG Peat Marwick LLP December 1994 - April 1995
Yapi Kredi Bank January 1991 - June 1992
Skills
Wealth Management, High Net Worth..., Estate Planning, CPA, Tax, Income Tax, Estate Tax Planning, Wealth, Financial Planning
Education
Johnson & Wales University
Master of Science, Accounting
San Diego State University
Master, Business Administration, Finance
Gazi University
Bachelor of Arts Degree, Economics
Tracy Hursell Tracy Hursell's Union Bank of California Experience April 1998 - March 2001
Job Owner at RIGHT BACK AT YA !
Industry Individual & Family Services
Experience
RIGHT BACK AT YA ! January 2001 - Present
Union Bank of California April 1998 - March 2001
Blakeslee & Blakeslee February 1997 - February 1998
Skills
Public Speaking, Non-profits, Customer Service, Teaching, Community Outreach, Event Planning, Adolescents, Fundraising, Program Development
Education
Cuesta College 2003 — 2010
AA, Criminal Justice
Paso Robles High 1977 — 1981
Diploma, General Education
RIGHT BACK AT YA ! January 2001 - Present
Union Bank of California April 1998 - March 2001
Blakeslee & Blakeslee February 1997 - February 1998
Skills
Public Speaking, Non-profits, Customer Service, Teaching, Community Outreach, Event Planning, Adolescents, Fundraising, Program Development
Education
Cuesta College 2003 — 2010
AA, Criminal Justice
Paso Robles High 1977 — 1981
Diploma, General Education
Lawrence Katchen Lawrence Katchen's Union Bank of California Experience January 1994 - January 1997
Job Banking Professional
Industry Banking
Experience
Kinecta Federal Credit Union 2007 - 2011
Commercial Capital Bank January 1998 - January 2007
Union Bank of California January 1994 - January 1997
Par Excellence Transcriptions January 1992 - January 1994
Wells Fargo Bank January 1979 - January 1992
Education
Los Angeles Valley College
A.A, Business Studies
Kinecta Federal Credit Union 2007 - 2011
Commercial Capital Bank January 1998 - January 2007
Union Bank of California January 1994 - January 1997
Par Excellence Transcriptions January 1992 - January 1994
Wells Fargo Bank January 1979 - January 1992
Education
Los Angeles Valley College
A.A, Business Studies
Mark Agostino Mark Agostino's Union Bank of California Experience April 2005 - January 2006
Job Community Bank Manager at AmericanWest Bank
Industry Banking
Experience
AmericanWest Bank October 2014 - Present
Mutual of Omaha Bank April 2010 - September 2014
rightWay Promotions July 2009 - April 2010
First Republic Bank March 2008 - July 2009
Wells Fargo Bank January 2006 - March 2008
Union Bank of California April 2005 - January 2006
2003-2005 Limited October 2003 - January 2005
Skills
American Banker..., American Banker..., American Banker..., Credit, Loans, Banking, Commercial Banking, Retail Banking, Treasury Management, Cash Management, RMA, Cross Selling, Customer Service, Small Business Lending, Finance, Commercial Lending, Mortgage Lending, Financial Analysis, Credit Analysis, Accounting, Portfolio Management, Management
Education
Grossmont College 2010 — 2012
gerneral Business, Business/Commerce, General, 2.8
AmericanWest Bank October 2014 - Present
Mutual of Omaha Bank April 2010 - September 2014
rightWay Promotions July 2009 - April 2010
First Republic Bank March 2008 - July 2009
Wells Fargo Bank January 2006 - March 2008
Union Bank of California April 2005 - January 2006
2003-2005 Limited October 2003 - January 2005
Skills
American Banker..., American Banker..., American Banker..., Credit, Loans, Banking, Commercial Banking, Retail Banking, Treasury Management, Cash Management, RMA, Cross Selling, Customer Service, Small Business Lending, Finance, Commercial Lending, Mortgage Lending, Financial Analysis, Credit Analysis, Accounting, Portfolio Management, Management
Education
Grossmont College 2010 — 2012
gerneral Business, Business/Commerce, General, 2.8
Jerome Quazza's Union Bank of California Experience December 1999 - December 2008
Job Senior Consultant at Pension Benefits Unlimited, Inc.
Industry Banking
Experience
Pension Benefits Unlimited, Inc. March 2009 - Present
Union Bank of California December 1999 - December 2008
TruSource (Formerly CNA Trust) December 1999 - December 2008
Trusource Div. of Union Bank of California 2004 - 2008
CNA Trust Corporation December 1999 - August 2004
First Trust Corporation 1993 - 1999
Fiserv ISS 1993 - 1999
Dickinson & Co February 1993 - July 1993
Chatfield Dean & Associates October 1991 - January 1993
Skills
Risk Management, 401k, Asset Managment, Securities, Mutual Funds, Employee Benefits, Relationship Management, Retirement, Financial Services, Retirement Planning, Fixed Income, Investments, Pensions, Wealth Management, Financial Risk, Equities, Insurance, Portfolio Management, Process Improvement, Banking, Strategic Financial...
Education
Institut Supérieur de Gestion 1988 — 1991
BS, International Business
Lycee Janson de Sailly 1983 — 1985
Baccalaureat C - Science, Mathematics, Physics, Biology
Pension Benefits Unlimited, Inc. March 2009 - Present
Union Bank of California December 1999 - December 2008
TruSource (Formerly CNA Trust) December 1999 - December 2008
Trusource Div. of Union Bank of California 2004 - 2008
CNA Trust Corporation December 1999 - August 2004
First Trust Corporation 1993 - 1999
Fiserv ISS 1993 - 1999
Dickinson & Co February 1993 - July 1993
Chatfield Dean & Associates October 1991 - January 1993
Skills
Risk Management, 401k, Asset Managment, Securities, Mutual Funds, Employee Benefits, Relationship Management, Retirement, Financial Services, Retirement Planning, Fixed Income, Investments, Pensions, Wealth Management, Financial Risk, Equities, Insurance, Portfolio Management, Process Improvement, Banking, Strategic Financial...
Education
Institut Supérieur de Gestion 1988 — 1991
BS, International Business
Lycee Janson de Sailly 1983 — 1985
Baccalaureat C - Science, Mathematics, Physics, Biology
Marva Gesell Marva Gesell's Union Bank of California Experience December 1991 - December 1997
Job Client Services Administrator Saichek Law Firm
Industry Law Practice
Experience
Saichek Law Firm December 2008 - Present
Chicago Deferred Exchange Company August 2003 - May 2008
Chicago Trust Company of CA April 1999 - August 2003
Chicago Trust Company of CA 1999 - 2003
North American Trust Company (acquired by CNB) December 1997 - April 1999
Union Bank of California December 1991 - December 1997
Skills
Corporate Actions, Wealth Management, Strategic Planning, Cash Management, Settlement, Fixed Income, Mutual Funds, Securities, Proposal Writing, Trading, Customer Service, Management, Financial Reporting, Financial Services, Mergers & Acquisitions, Equities
Education
Illinois State University 1966 — 1971
Saichek Law Firm December 2008 - Present
Chicago Deferred Exchange Company August 2003 - May 2008
Chicago Trust Company of CA April 1999 - August 2003
Chicago Trust Company of CA 1999 - 2003
North American Trust Company (acquired by CNB) December 1997 - April 1999
Union Bank of California December 1991 - December 1997
Skills
Corporate Actions, Wealth Management, Strategic Planning, Cash Management, Settlement, Fixed Income, Mutual Funds, Securities, Proposal Writing, Trading, Customer Service, Management, Financial Reporting, Financial Services, Mergers & Acquisitions, Equities
Education
Illinois State University 1966 — 1971
Phil Haspel Phil Haspel's Union Bank of California Experience November 2006 - June 2008
Job Vice President at AWH Partners, LLC
Industry Real Estate
Experience
AWH Partners December 2010 - Present
Tricadia Capital June 2009 - August 2009
Union Bank of California November 2006 - June 2008
Kelley Drye & Warren LLP September 2005 - November 2006
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Cornell Law School 2002 — 2005
JD
Skidmore College 1997 — 2001
BA
AWH Partners December 2010 - Present
Tricadia Capital June 2009 - August 2009
Union Bank of California November 2006 - June 2008
Kelley Drye & Warren LLP September 2005 - November 2006
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Cornell Law School 2002 — 2005
JD
Skidmore College 1997 — 2001
BA
Robert Silvernail Robert Silvernail's Union Bank of California Experience 1995 - 1998
Job Commodity Trading Advisor | Registered Investment Advisor
Industry Investment Management
Experience
Hutchison Road Partners, LLC February 2005 - Present
Sares-Regis Group 1998 - 2005
Union Bank of California 1995 - 1998
Bank of America 1992 - 1995
Skills
Investment Management, Equities, Investments, Hedge Funds, Options, Finance, Futures Trading, Managed Futures
Education
UCLA Anderson School of Management 1987 — 1989
MBA, Finance
Colgate University 1979 — 1983
BA, History
Hutchison Road Partners, LLC February 2005 - Present
Sares-Regis Group 1998 - 2005
Union Bank of California 1995 - 1998
Bank of America 1992 - 1995
Skills
Investment Management, Equities, Investments, Hedge Funds, Options, Finance, Futures Trading, Managed Futures
Education
UCLA Anderson School of Management 1987 — 1989
MBA, Finance
Colgate University 1979 — 1983
BA, History
Natriece Spicer Natriece Spicer's Union Bank of California Experience June 2007 - Present
Job Relationship Banker, Poet, Community Activist
Industry Banking
Experience
Union Bank Of California June 2007 - Present
US Bank April 2005 - March 2007
Education
Howard University 1999 — 2000
Union Bank Of California June 2007 - Present
US Bank April 2005 - March 2007
Education
Howard University 1999 — 2000
Albert Girard Albert Girard's Union Bank of California Experience October 2005 - March 2008
Job Retired
Industry Security and Investigations
Experience
Retired September 2008 - Present
Retired May 2008 - April 2009
Union Bank of California October 2005 - March 2008
Cruise Terminals of America March 2004 - October 2005
Star Protection Agency January 2002 - December 2002
Allied-Barton Security 1999 - 2002
Education
Community College of Philadelphia 1998 — 1999
none, Computer Science
Retired September 2008 - Present
Retired May 2008 - April 2009
Union Bank of California October 2005 - March 2008
Cruise Terminals of America March 2004 - October 2005
Star Protection Agency January 2002 - December 2002
Allied-Barton Security 1999 - 2002
Education
Community College of Philadelphia 1998 — 1999
none, Computer Science
Richard Kozlow Richard Kozlow's Union Bank of California Experience 1996 - 2000
Job Director at NW Works
Industry Financial Services
Experience
NW Works 2015 - Present
RPK Associates, LLC August 2007 - Present
Watkins Consulting, Inc. 2007 - Present
Countrywide Bank 2005 - 2007
RPK Associates June 2000 - June 2005
Union Bank of California 1996 - 2000
The Bank of California December 1994 - 1996
Citigroup 1976 - 1991
Price Waterhouse June 1971 - May 1976
US Army November 1968 - June 1970
Skills
Risk Management, Enterprise Risk..., Sarbanes-Oxley Act, Financial Risk, Credit, Financial Analysis, Operational Risk, Internal Controls, Operational Risk..., Financial Services, Banking, Loans, Governance, Technology Policy, Analysis, Presenter, Training, Internal Audit, Facilitations, Change Management, Process Improvement, Risk Assessment, Strategy, Leadership, Finance, Management, IT Audit, Due Diligence, Financial Modeling, Accounting, COSO, SEC filings, Managerial Finance, Fraud, Sarbanes-Oxley, CISA, AML
Education
New York University - Leonard N. Stern School of Business 1970 — 1972
MBA, Accounting
Manhattan College 1964 — 1968
BBA
NW Works 2015 - Present
RPK Associates, LLC August 2007 - Present
Watkins Consulting, Inc. 2007 - Present
Countrywide Bank 2005 - 2007
RPK Associates June 2000 - June 2005
Union Bank of California 1996 - 2000
The Bank of California December 1994 - 1996
Citigroup 1976 - 1991
Price Waterhouse June 1971 - May 1976
US Army November 1968 - June 1970
Skills
Risk Management, Enterprise Risk..., Sarbanes-Oxley Act, Financial Risk, Credit, Financial Analysis, Operational Risk, Internal Controls, Operational Risk..., Financial Services, Banking, Loans, Governance, Technology Policy, Analysis, Presenter, Training, Internal Audit, Facilitations, Change Management, Process Improvement, Risk Assessment, Strategy, Leadership, Finance, Management, IT Audit, Due Diligence, Financial Modeling, Accounting, COSO, SEC filings, Managerial Finance, Fraud, Sarbanes-Oxley, CISA, AML
Education
New York University - Leonard N. Stern School of Business 1970 — 1972
MBA, Accounting
Manhattan College 1964 — 1968
BBA
D. Ross Wilkinson D. Ross Wilkinson's Union Bank of California Experience 1989 - 1998
Job research officer at Barclays Global Investors
Industry Investment Management
Experience
BlackRock December 2009 - April 2010
Barclays Global Investors August 1998 - December 2009
Union Bank of California 1989 - 1998
Andersen Consulting 1987 - 1989
Education
Haverford College 1983 — 1987
BlackRock December 2009 - April 2010
Barclays Global Investors August 1998 - December 2009
Union Bank of California 1989 - 1998
Andersen Consulting 1987 - 1989
Education
Haverford College 1983 — 1987
Angela Davenport Angela Davenport's Union Bank of California Experience May 2000 - July 2003
Job Credit and Collections Supervisor at Game Ready
Industry Medical Devices
Experience
Game Ready August 2015 - Present
Game Ready May 2012 - August 2015
Game Ready June 2008 - April 2012
DP Security, LLC 2004 - 2008
Union Bank of California May 2000 - July 2003
Diversified Collections Services March 1998 - May 2000
UC Hastings College of the Law August 1996 - January 1997
Boys & Girls Clubs of America 1989 - 1991
Skills
Account Management, Customer Service, Invoicing, Microsoft Excel, Budgets, Accounts Receivable, Process Improvement, Management, Forecasting, Telecommunications, Training, Sales, Inventory Management, Outlook, Customer Satisfaction, Healthcare, Leadership, Sales Operations, Salesforce.com, Team Building, Time Management, Cross-functional Team..., Team Leadership, Cold Calling, Coaching, Marketing, Operations Management, Call Centers, Sales Management, New Business Development, Collections, Corporate Finance, Microsoft Office, Public Speaking, Strategic Planning, Medical Devices, Social Media, Event Planning
Education
Oakland Tech 1988 — 1991
Laney College
Game Ready August 2015 - Present
Game Ready May 2012 - August 2015
Game Ready June 2008 - April 2012
DP Security, LLC 2004 - 2008
Union Bank of California May 2000 - July 2003
Diversified Collections Services March 1998 - May 2000
UC Hastings College of the Law August 1996 - January 1997
Boys & Girls Clubs of America 1989 - 1991
Skills
Account Management, Customer Service, Invoicing, Microsoft Excel, Budgets, Accounts Receivable, Process Improvement, Management, Forecasting, Telecommunications, Training, Sales, Inventory Management, Outlook, Customer Satisfaction, Healthcare, Leadership, Sales Operations, Salesforce.com, Team Building, Time Management, Cross-functional Team..., Team Leadership, Cold Calling, Coaching, Marketing, Operations Management, Call Centers, Sales Management, New Business Development, Collections, Corporate Finance, Microsoft Office, Public Speaking, Strategic Planning, Medical Devices, Social Media, Event Planning
Education
Oakland Tech 1988 — 1991
Laney College
William Enholm's Union Bank of California Experience 2001 - 2003
Job Senior Vice President, Small Business Lending Manager at Coast National Bank
Industry Banking
Experience
Coast National Bank May 2014 - Present
Mission Community Bank April 2013 - May 2014
Community Bank January 2012 - April 2013
Citizens Business Bank June 2005 - December 2011
Comerica Bank 2005 - 2005
Union Bank of California 2001 - 2003
Santa Barbara Bank and Trust 1990 - 1997
System Industries 1984 - 1987
Skills
Loans, Credit, Consumer Lending, Commercial Lending, Commercial Banking, Credit Analysis, Banking, Mortgage Lending, Credit Risk, Underwriting, Small Business Lending, Retail Banking, Lines Of Credit, Financial Analysis, Portfolio Management, Risk Management, Cash Management, Commercial Mortgages, Treasury Management, Asset Based Lending, Financial Services, Loan Origination, Private Banking, SBA
Education
Humboldt State University 1978 — 1980
B.S. Business Administration, Business and Finance
San Marcos High School 1972 — 1974
High School, General Education
Coast National Bank May 2014 - Present
Mission Community Bank April 2013 - May 2014
Community Bank January 2012 - April 2013
Citizens Business Bank June 2005 - December 2011
Comerica Bank 2005 - 2005
Union Bank of California 2001 - 2003
Santa Barbara Bank and Trust 1990 - 1997
System Industries 1984 - 1987
Skills
Loans, Credit, Consumer Lending, Commercial Lending, Commercial Banking, Credit Analysis, Banking, Mortgage Lending, Credit Risk, Underwriting, Small Business Lending, Retail Banking, Lines Of Credit, Financial Analysis, Portfolio Management, Risk Management, Cash Management, Commercial Mortgages, Treasury Management, Asset Based Lending, Financial Services, Loan Origination, Private Banking, SBA
Education
Humboldt State University 1978 — 1980
B.S. Business Administration, Business and Finance
San Marcos High School 1972 — 1974
High School, General Education
Juddith Del Real's Union Bank of California Experience February 2007 - June 2008
Job Administrative Assistant with Nova Financial Group, Inc.
Industry Human Resources
Experience
Nova Financial Group, Inc. April 2014 - Present
Promerit Solutions November 2012 - April 2014
AlpineHerbal Wellness December 2010 - November 2012
Continental Credit March 2009 - December 2010
Union Bank of California February 2007 - June 2008
Skills
Customer Service, Microsoft Office, Data Entry, Leadership, Wellness, Nutrition, Personal Training, Healthcare, Public Speaking, Event Planning, Microsoft Word, Time Management, Fitness Training, Wellness Coaching, Writing, 10 Key, Database Administration, Invoice Processing, Multi-line Phone, Reports Analysis, Bilingual-English/Spanis..., Notary Public, Entrepreneurship, Sales
Education
Community College of Denver 2012 — 2015
Bachelor of Business Administration (BBA), Business Administration and Management, General
Charter Oak High School 2005 — 2007
Business Administration, 3.5 GPA
Nova Financial Group, Inc. April 2014 - Present
Promerit Solutions November 2012 - April 2014
AlpineHerbal Wellness December 2010 - November 2012
Continental Credit March 2009 - December 2010
Union Bank of California February 2007 - June 2008
Skills
Customer Service, Microsoft Office, Data Entry, Leadership, Wellness, Nutrition, Personal Training, Healthcare, Public Speaking, Event Planning, Microsoft Word, Time Management, Fitness Training, Wellness Coaching, Writing, 10 Key, Database Administration, Invoice Processing, Multi-line Phone, Reports Analysis, Bilingual-English/Spanis..., Notary Public, Entrepreneurship, Sales
Education
Community College of Denver 2012 — 2015
Bachelor of Business Administration (BBA), Business Administration and Management, General
Charter Oak High School 2005 — 2007
Business Administration, 3.5 GPA
William Voorhees, MFA, C.F.E., CAMS William Voorhees, MFA, C.F.E., CAMS's Union Bank of California Experience 2005 - 2007
Job Head of FIU and HighRisk Business Management at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank June 2015 - Present
Silicon Valley Bank October 2013 - Present
Silicon Valley Bank July 2012 - Present
Silicon Valley Bank October 2014 - June 2015
SVB Financial Group November 2007 - July 2012
IPSA International 2007 - 2007
Union Bank of California 2005 - 2007
Menlo Park Police Department 1999 - 2004
Skills
Fraud, Risk Management, Financial Risk, Banking, AML, Public Speaking, Private Investigations, Investigation, Payments, OFAC, Bank Secrecy Act, Risk Assessment, Certified Fraud Examiner, Due Diligence, Forensic Accounting, Financial Institutions, Sanction, Internal Audit, Corporate Governance, Auditing, Certified Anti-Money..., Loans, Credit, Commercial Banking, Regulations, Operational Risk..., Leadership, Management, Enterprise Risk..., Securities, Financial Services, Finance, Operational Risk, Credit Cards
Education
Florida Atlantic University 2007 — 2009
MFA, Master's Forensic Accounting
University of Phoenix 2002 — 2006
BSB/ACC, Business Accounting
Sierra High School 1986 — 1989
Silicon Valley Bank June 2015 - Present
Silicon Valley Bank October 2013 - Present
Silicon Valley Bank July 2012 - Present
Silicon Valley Bank October 2014 - June 2015
SVB Financial Group November 2007 - July 2012
IPSA International 2007 - 2007
Union Bank of California 2005 - 2007
Menlo Park Police Department 1999 - 2004
Skills
Fraud, Risk Management, Financial Risk, Banking, AML, Public Speaking, Private Investigations, Investigation, Payments, OFAC, Bank Secrecy Act, Risk Assessment, Certified Fraud Examiner, Due Diligence, Forensic Accounting, Financial Institutions, Sanction, Internal Audit, Corporate Governance, Auditing, Certified Anti-Money..., Loans, Credit, Commercial Banking, Regulations, Operational Risk..., Leadership, Management, Enterprise Risk..., Securities, Financial Services, Finance, Operational Risk, Credit Cards
Education
Florida Atlantic University 2007 — 2009
MFA, Master's Forensic Accounting
University of Phoenix 2002 — 2006
BSB/ACC, Business Accounting
Sierra High School 1986 — 1989
Natalee Ellars's Union Bank of California Experience 2002 - 2006
Job Sr. Director Alumni Marketing and Membership at UCLA
Industry Marketing and Advertising
Experience
UCLA March 2010 - Present
NCG Consulting December 2005 - November 2009
Young Communications Group, Inc. 2007 - 2009
OneUnited Bank March 2006 - September 2007
Union Bank of California 2002 - 2006
Union Bank Of California 2000 - 2002
Skills
Strategic Planning, Marketing, Nonprofits, Management, Business Development, Fundraising, Sales, Program Development, Public Relations, Community Development, Social Media, Customer Service, Volunteer Management, Strategic Communications, Community Outreach, Direct Mail, Event Planning, Product Development, Budgets
Education
Claremont McKenna College 1993 — 1997
B.A. History and Psychology
Los Angeles Center For Enriched Studies
Riordan Program
UCLA March 2010 - Present
NCG Consulting December 2005 - November 2009
Young Communications Group, Inc. 2007 - 2009
OneUnited Bank March 2006 - September 2007
Union Bank of California 2002 - 2006
Union Bank Of California 2000 - 2002
Skills
Strategic Planning, Marketing, Nonprofits, Management, Business Development, Fundraising, Sales, Program Development, Public Relations, Community Development, Social Media, Customer Service, Volunteer Management, Strategic Communications, Community Outreach, Direct Mail, Event Planning, Product Development, Budgets
Education
Claremont McKenna College 1993 — 1997
B.A. History and Psychology
Los Angeles Center For Enriched Studies
Riordan Program
Matthew Fleming Matthew Fleming's Union Bank of California Experience February 2000 - April 2007
Job Managing Director at Antares Capital
Industry Banking
Experience
Antares Capital LP August 2015 - Present
GE Capital - Sponsor Finance April 2007 - August 2015
Union Bank of California February 2000 - April 2007
Skills
Capital Markets, Corporate Finance, Private Equity, Credit Analysis, Financial Modeling, Leveraged Finance, Investment Banking, LBO, Financial Structuring, Valuation, Structured Finance, Finance, Corporate Development, Mergers & Acquisitions, Private Placements, Due Diligence, Equities, Portfolio Management, Fixed Income, Hedge Funds, Debt Restructuring, Venture Capital, Credit, Alternative Investments, M&A experience, Business Valuation, Investments, Restructuring
Education
University of Southern California - Marshall School of Business
MBA, Corporate Finance
Loyola Marymount University
BA, Finance
Antares Capital LP August 2015 - Present
GE Capital - Sponsor Finance April 2007 - August 2015
Union Bank of California February 2000 - April 2007
Skills
Capital Markets, Corporate Finance, Private Equity, Credit Analysis, Financial Modeling, Leveraged Finance, Investment Banking, LBO, Financial Structuring, Valuation, Structured Finance, Finance, Corporate Development, Mergers & Acquisitions, Private Placements, Due Diligence, Equities, Portfolio Management, Fixed Income, Hedge Funds, Debt Restructuring, Venture Capital, Credit, Alternative Investments, M&A experience, Business Valuation, Investments, Restructuring
Education
University of Southern California - Marshall School of Business
MBA, Corporate Finance
Loyola Marymount University
BA, Finance
Sherie Archie's Union Bank of California Experience October 2006 - June 2007
Job Regional Director at SynerMed (EHS Central Valley)
Industry Hospital & Health Care
Experience
SynerMed August 2014 - Present
Fresno Barrios Unidos February 2014 - Present
SynerMed March 2012 - August 2014
Independence Medical Group-Central California (IMG) July 2010 - April 2012
Health Net May 2008 - July 2010
CORE July 2007 - July 2009
Sequoia Community Health Centers April 2007 - May 2008
Union Bank of California October 2006 - June 2007
Citibank June 2003 - June 2006
Children's Hospital of Central California February 2005 - June 2005
Skills
Call Center, Contract Negotiation, Healthcare Management, Quality Management, Customer Service, Provider Relations, Call Centers, Program Management, Microsoft Word, Management, Leadership, Training, Healthcare, Analysis, Human Resources, Recruiting, Coaching, CRM, Team Leadership, Outlook, Medicare, Managed Care, Strategic Planning, Team Building, Cross-functional Team..., HIPAA, Hospitals, Medicaid
Education
Fresno Pacific University 2007 — 2009
Masters of Arts, Business/Leadership and Organizational Studies
California State University-Fresno 1997 — 2001
BS, Health Administration
SynerMed August 2014 - Present
Fresno Barrios Unidos February 2014 - Present
SynerMed March 2012 - August 2014
Independence Medical Group-Central California (IMG) July 2010 - April 2012
Health Net May 2008 - July 2010
CORE July 2007 - July 2009
Sequoia Community Health Centers April 2007 - May 2008
Union Bank of California October 2006 - June 2007
Citibank June 2003 - June 2006
Children's Hospital of Central California February 2005 - June 2005
Skills
Call Center, Contract Negotiation, Healthcare Management, Quality Management, Customer Service, Provider Relations, Call Centers, Program Management, Microsoft Word, Management, Leadership, Training, Healthcare, Analysis, Human Resources, Recruiting, Coaching, CRM, Team Leadership, Outlook, Medicare, Managed Care, Strategic Planning, Team Building, Cross-functional Team..., HIPAA, Hospitals, Medicaid
Education
Fresno Pacific University 2007 — 2009
Masters of Arts, Business/Leadership and Organizational Studies
California State University-Fresno 1997 — 2001
BS, Health Administration
Kenneth Victor's Union Bank of California Experience May 2007 - December 2007
Job Financial Services Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2014 - Present
Bank of America July 2012 - March 2013
Bank of America July 2011 - July 2012
Bank of America November 2009 - July 2011
US Bank March 2008 - September 2009
US Bank (formerly Downey Savings) March 2008 - September 2009
Union Bank of California May 2007 - December 2007
Skills
Credit, Banking, Mortgage Lending, Loans, Finance
Education
Los Angeles Valley College 1998 — 2000
AA, Business
Los Angeles Valley College
AA Degree, mortgage
New York Life Insurance Company January 2014 - Present
Bank of America July 2012 - March 2013
Bank of America July 2011 - July 2012
Bank of America November 2009 - July 2011
US Bank March 2008 - September 2009
US Bank (formerly Downey Savings) March 2008 - September 2009
Union Bank of California May 2007 - December 2007
Skills
Credit, Banking, Mortgage Lending, Loans, Finance
Education
Los Angeles Valley College 1998 — 2000
AA, Business
Los Angeles Valley College
AA Degree, mortgage
Bill Nugent, MBA, CFP Bill Nugent, MBA, CFP's Union Bank of California Experience August 2006 - June 2008
Job
Industry Financial Services
Experience
Mercer Global Advisors Inc. May 2015 - Present
Fidelity Investments June 2008 - April 2015
Union Bank of California August 2006 - June 2008
Ameriprise Financial Services April 2006 - August 2006
Fidelity Investments September 1997 - March 2006
Skills
401k, Retirement, Investments, Financial Planning, Series 7, Retirement Planning, Series 63, Customer Relations, Mutual Funds, Consultative Selling, Process Improvement, New Business Development
Education
Isenberg School of Management, UMass Amherst 2008 — 2010
MBA
University of Massachusetts, Amherst 1993 — 1997
BS
Mercer Global Advisors Inc. May 2015 - Present
Fidelity Investments June 2008 - April 2015
Union Bank of California August 2006 - June 2008
Ameriprise Financial Services April 2006 - August 2006
Fidelity Investments September 1997 - March 2006
Skills
401k, Retirement, Investments, Financial Planning, Series 7, Retirement Planning, Series 63, Customer Relations, Mutual Funds, Consultative Selling, Process Improvement, New Business Development
Education
Isenberg School of Management, UMass Amherst 2008 — 2010
MBA
University of Massachusetts, Amherst 1993 — 1997
BS
Jenna Catalona's Union Bank of California Experience April 2006 - August 2006
Job Marketing Manager at First Descents
Industry Marketing and Advertising
Experience
First Descents May 2014 - Present
First Descents January 2012 - May 2014
Hometown Bank October 2007 - October 2011
Pittsburgh Zoo & PPG Aquarium May 2011 - August 2011
JPMorgan Chase August 2006 - September 2007
Victoria's Secret August 2006 - January 2007
Union Bank of California April 2006 - August 2006
Skills
Social Media Marketing, Team Leadership, Organizational..., Communication, Problem Solving, Customer Service, conversational French, French, Blogging, Volunteer Management, Events, Fundraising, Marketing Communications, Community Outreach, Marketing, Management, Sales, Facebook, Event Planning, Social Media, Public Relations
Education
Kent State University 2007 — 2011
of Business AdministrationBachelor of Business Administration, Marketing
The University of Paris- La Sorbonne 2010 — 2010
French
First Descents May 2014 - Present
First Descents January 2012 - May 2014
Hometown Bank October 2007 - October 2011
Pittsburgh Zoo & PPG Aquarium May 2011 - August 2011
JPMorgan Chase August 2006 - September 2007
Victoria's Secret August 2006 - January 2007
Union Bank of California April 2006 - August 2006
Skills
Social Media Marketing, Team Leadership, Organizational..., Communication, Problem Solving, Customer Service, conversational French, French, Blogging, Volunteer Management, Events, Fundraising, Marketing Communications, Community Outreach, Marketing, Management, Sales, Facebook, Event Planning, Social Media, Public Relations
Education
Kent State University 2007 — 2011
of Business AdministrationBachelor of Business Administration, Marketing
The University of Paris- La Sorbonne 2010 — 2010
French
Mark J. Cavin Mark J. Cavin's Union Bank of California Experience January 1988 - January 2001
Job Vice President of Debt Collections & Operations at Jefferson Capital Systems, LLC
Industry Financial Services
Experience
Jefferson Capital Systems, LLC June 2013 - Present
Collection Intelligence November 2012 - June 2013
ASSET ACCEPTANCE CORPORATION December 2009 - October 2012
SALLIE MAE/ARROW FINANCIAL SERVICES February 2001 - January 2009
UNION BANK OF CALIFORNIA January 1988 - January 2001
Skills
Consulting, Public Speaking, Executive Management, Call Center, Credit, Outsourcing, Risk Management, Analytics, Program Management, Process Improvement, Leadership, Strategy, Business Analysis, Management Consulting, Portfolio Management, Financial Services, Mergers & Acquisitions, Call Centers, Management, Banking, Loans, Finance, Sales, Financial Analysis, Credit Cards, Vendor Management, Analysis, Credit Risk, Business Development, Relationship Management, Accounts Receivable, Business Process..., P&L Management, Operations Management, CRM, Credit Analysis, Financial Risk, Team Building, Entrepreneurship, Strategic Planning, Forecasting, Training, Payments, Financial Modeling, Mortgage Lending, Start-ups, Business Strategy, Negotiation, Business Planning, New Business Development
Education
Pacific Coast Banking School, University of Washington 1995 — 1996
Business & Finance
Cleveland State University
Liberal Arts/General Studies
Jefferson Capital Systems, LLC June 2013 - Present
Collection Intelligence November 2012 - June 2013
ASSET ACCEPTANCE CORPORATION December 2009 - October 2012
SALLIE MAE/ARROW FINANCIAL SERVICES February 2001 - January 2009
UNION BANK OF CALIFORNIA January 1988 - January 2001
Skills
Consulting, Public Speaking, Executive Management, Call Center, Credit, Outsourcing, Risk Management, Analytics, Program Management, Process Improvement, Leadership, Strategy, Business Analysis, Management Consulting, Portfolio Management, Financial Services, Mergers & Acquisitions, Call Centers, Management, Banking, Loans, Finance, Sales, Financial Analysis, Credit Cards, Vendor Management, Analysis, Credit Risk, Business Development, Relationship Management, Accounts Receivable, Business Process..., P&L Management, Operations Management, CRM, Credit Analysis, Financial Risk, Team Building, Entrepreneurship, Strategic Planning, Forecasting, Training, Payments, Financial Modeling, Mortgage Lending, Start-ups, Business Strategy, Negotiation, Business Planning, New Business Development
Education
Pacific Coast Banking School, University of Washington 1995 — 1996
Business & Finance
Cleveland State University
Liberal Arts/General Studies
Jason Beccaris Jason Beccaris's Union Bank of California Experience August 2006 - November 2007
Job Principal & Wealth Advisor at Parallel Advisors
Industry Financial Services
Experience
Parallel Advisors August 2009 - Present
Wells Fargo November 2007 - August 2009
Union Bank of California August 2006 - November 2007
Wells Fargo June 2003 - August 2006
Ernst & Young September 2000 - June 2003
Skills
Wealth Management, Strategic Financial..., High Net Worth..., Investment Management, Financial Planners, Financial Advisory, Investments, Estate Planning, Asset Managment, Portfolio Management, Alternative Investments, Hedge Funds, Retirement Planning, Mutual Funds, Securities, Investment Advisory, Insurance, Private Equity, Asset Allocation, Equities, Wealth Management...
Education
Temple University - James E. Beasley School of Law 1999 — 2000
LL.M, Estate Planning Certificate
Pennsylvania State University, The Dickinson School of Law 1993 — 1996
J.D.
University of Scranton 1989 — 1993
B.S., Finance
Parallel Advisors August 2009 - Present
Wells Fargo November 2007 - August 2009
Union Bank of California August 2006 - November 2007
Wells Fargo June 2003 - August 2006
Ernst & Young September 2000 - June 2003
Skills
Wealth Management, Strategic Financial..., High Net Worth..., Investment Management, Financial Planners, Financial Advisory, Investments, Estate Planning, Asset Managment, Portfolio Management, Alternative Investments, Hedge Funds, Retirement Planning, Mutual Funds, Securities, Investment Advisory, Insurance, Private Equity, Asset Allocation, Equities, Wealth Management...
Education
Temple University - James E. Beasley School of Law 1999 — 2000
LL.M, Estate Planning Certificate
Pennsylvania State University, The Dickinson School of Law 1993 — 1996
J.D.
University of Scranton 1989 — 1993
B.S., Finance
Kimberly D. Miller, QKA Kimberly D. Miller, QKA's Union Bank of California Experience February 2002 - December 2004
Job Senior Administrator at Tennessee Pension Administrators
Industry Financial Services
Experience
The Trust Company of Knoxville May 2012 - February 2015
Retirement Plan Consultants, Inc May 2006 - May 2012
The Pension Specialists July 2005 - May 2006
Emjay Retirement Services, Inc. April 2005 - July 2005
Union Bank of California February 2002 - December 2004
RSM McGladrey June 1998 - February 2002
Skills
Qualified Retirement..., Retirement Planning, 401k, Account Reconciliation, Asset Allocation, Defined Contribution, ERISA, Management, Profit Sharing, Retirement, Training
Education
Illinois State University 2004 — 2006
Bachelors of Science, Management
University of the West of England 1995 — 1995
European Business, Politics & Economics
Western Illinois University 1992 — 1994
Business Administration
The Trust Company of Knoxville May 2012 - February 2015
Retirement Plan Consultants, Inc May 2006 - May 2012
The Pension Specialists July 2005 - May 2006
Emjay Retirement Services, Inc. April 2005 - July 2005
Union Bank of California February 2002 - December 2004
RSM McGladrey June 1998 - February 2002
Skills
Qualified Retirement..., Retirement Planning, 401k, Account Reconciliation, Asset Allocation, Defined Contribution, ERISA, Management, Profit Sharing, Retirement, Training
Education
Illinois State University 2004 — 2006
Bachelors of Science, Management
University of the West of England 1995 — 1995
European Business, Politics & Economics
Western Illinois University 1992 — 1994
Business Administration
Rena Zuniga's Union Bank of California Experience September 1997 - October 2001
Job Senior Secretary at The Walt Disney Company
Industry Entertainment
Experience
The Walt Disney Company September 2011 - November 2013
ALLIED IRISH BANK May 2007 - September 2011
AMERIQUEST MORTGAGE September 2005 - May 2006
Bank of the West October 2001 - January 2004
Union Bank of California September 1997 - October 2001
Skills
Microsoft Excel, Microsoft Word, Microsoft Visio, Microsoft Outlook, Adobe Acrobat, SAP, Travel Arrangements, IT Procurement, Expenses, Heavy Calendaring, Event Planning, New Hire/Temp Onboarding, File/Record Management, Microsoft PowerPoint, Lotus Notes, Order Office, Executive Level..., Business Visas
Education
Fashion Careers College 1991 — 1992
Certificate, Fashion Merchandising
La Puente High School 1980 — 1984
Diploma, General Education
The Walt Disney Company September 2011 - November 2013
ALLIED IRISH BANK May 2007 - September 2011
AMERIQUEST MORTGAGE September 2005 - May 2006
Bank of the West October 2001 - January 2004
Union Bank of California September 1997 - October 2001
Skills
Microsoft Excel, Microsoft Word, Microsoft Visio, Microsoft Outlook, Adobe Acrobat, SAP, Travel Arrangements, IT Procurement, Expenses, Heavy Calendaring, Event Planning, New Hire/Temp Onboarding, File/Record Management, Microsoft PowerPoint, Lotus Notes, Order Office, Executive Level..., Business Visas
Education
Fashion Careers College 1991 — 1992
Certificate, Fashion Merchandising
La Puente High School 1980 — 1984
Diploma, General Education
Doug Hamilton Doug Hamilton's Union Bank of California Experience December 1984 - November 1993
Job Managing Director at SVB Capital
Industry Venture Capital & Private Equity
Experience
Summer Search May 2014 - Present
SVB Capital, a member of SVB Financial Group November 1993 - Present
Union Bank of California December 1984 - November 1993
Skills
Wealth Management, Venture Capital, Entrepreneurship, Funding, Strategy, Investments, Finance, Valuation, Accounting, Business Development, Start-ups, Strategic Planning, Management, SaaS
Education
Golden Gate University 1990 — 1993
MBA, Finance (Corporate Finance)
University of Arizona
Summer Search May 2014 - Present
SVB Capital, a member of SVB Financial Group November 1993 - Present
Union Bank of California December 1984 - November 1993
Skills
Wealth Management, Venture Capital, Entrepreneurship, Funding, Strategy, Investments, Finance, Valuation, Accounting, Business Development, Start-ups, Strategic Planning, Management, SaaS
Education
Golden Gate University 1990 — 1993
MBA, Finance (Corporate Finance)
University of Arizona
Erlynn Dela Cruz Erlynn Dela Cruz's Union Bank of California Experience July 2001 - March 2002
Job Health Information Assoc. II Stanford Hospital
Industry Hospital & Health Care
Experience
Stanford Hospital April 2002 - Present
Union Bank of California July 2001 - March 2002
Dozier & Dozier, Attorneys at Law March 2000 - June 2001
Skills
Healthcare, Microsoft Office, Microsoft Excel, Hospitals, Customer Service, Microsoft Word, PowerPoint, Strategic Planning, Clinical Research, Project Management, Healthcare Management, Public Speaking, Research, Nursing, Process Improvement, Change Management, Team Building, Healthcare Information..., Outlook, Budgets, Software Documentation, Epic Systems
Education
Foothill College
Bachelor's degree, General Education
Stanford Hospital April 2002 - Present
Union Bank of California July 2001 - March 2002
Dozier & Dozier, Attorneys at Law March 2000 - June 2001
Skills
Healthcare, Microsoft Office, Microsoft Excel, Hospitals, Customer Service, Microsoft Word, PowerPoint, Strategic Planning, Clinical Research, Project Management, Healthcare Management, Public Speaking, Research, Nursing, Process Improvement, Change Management, Team Building, Healthcare Information..., Outlook, Budgets, Software Documentation, Epic Systems
Education
Foothill College
Bachelor's degree, General Education
Tomas Olivas's Union Bank of California Experience March 2002 - September 2004
Job Sales Representative at Aquafine Corporation
Industry Environmental Services
Experience
Aquafine Corporation September 2013 - Present
DeVry Education Group November 2011 - August 2013
Walden University June 2009 - August 2011
Oligan Financial Services March 2007 - May 2009
7-Eleven January 2004 - December 2007
Intuit February 2006 - March 2007
Union Bank of California March 2002 - September 2004
ADP March 2001 - March 2002
Skills
Admissions, Sales, Sales Management, Closing Deals, New Business Development, Small Business, Account Management, ADP Payroll, Training, Deal Closure, Spanish-speaking, Leadership, Sales Operations, Sales Process, CRM, Customer Retention, Selling, Business Development, Management, Customer Service, Marketing, Team Building, Team Leadership, Coaching, Time Management
Education
Fullerton College 2004 — 2006
General Studies
Eagle Rock High School 1992 — 1996
High School Diploma, General Studies
Aquafine Corporation September 2013 - Present
DeVry Education Group November 2011 - August 2013
Walden University June 2009 - August 2011
Oligan Financial Services March 2007 - May 2009
7-Eleven January 2004 - December 2007
Intuit February 2006 - March 2007
Union Bank of California March 2002 - September 2004
ADP March 2001 - March 2002
Skills
Admissions, Sales, Sales Management, Closing Deals, New Business Development, Small Business, Account Management, ADP Payroll, Training, Deal Closure, Spanish-speaking, Leadership, Sales Operations, Sales Process, CRM, Customer Retention, Selling, Business Development, Management, Customer Service, Marketing, Team Building, Team Leadership, Coaching, Time Management
Education
Fullerton College 2004 — 2006
General Studies
Eagle Rock High School 1992 — 1996
High School Diploma, General Studies
Pandora Williams Pandora Williams's Union Bank of California Experience November 1997 - August 2002
Job Community Health Network of Connecticut, Inc thru Nesco Resource Staffing
Industry Hospital & Health Care
Experience
Community Health Network of Connecticut thru Nesco Resource Staffing February 2015 - July 2015
Apt Foundation October 2014 - January 2015
Care Management Solutions-a ConnectiCare affiliate through Kforce Professional Staffing December 2013 - June 2014
Total Mortgage Services, LLC June 2012 - August 2012
NewAlliance Bank November 2004 - April 2011
TJ Maxx September 2003 - December 2005
DRESS BARN/DRESS BARN WOMEN August 2002 - September 2003
UNION BANK OF CALIFORNIA November 1997 - August 2002
CT.Saving Bank 1982 - 1991
Skills
Customer Service, Banking, Management, Collection Development, Loan Modifications, Research, MS Word, Microsoft Word, Microsoft Excel, Financial Analysis, Training, Leadership, Loans, Credit, Accounting, Finance, Software Documentation, Retail Banking
Education
Gateway Community College 2013 — 2014
Certificate, Medical Billing Associate Cerificate Training Program
Solano Community College 2000 — 2003
Associate in Science, Management-Supervision, TQM Emphasis
Center For Financial Training (fka) American Institute of Banking
Certificate, Supervision
Community Health Network of Connecticut thru Nesco Resource Staffing February 2015 - July 2015
Apt Foundation October 2014 - January 2015
Care Management Solutions-a ConnectiCare affiliate through Kforce Professional Staffing December 2013 - June 2014
Total Mortgage Services, LLC June 2012 - August 2012
NewAlliance Bank November 2004 - April 2011
TJ Maxx September 2003 - December 2005
DRESS BARN/DRESS BARN WOMEN August 2002 - September 2003
UNION BANK OF CALIFORNIA November 1997 - August 2002
CT.Saving Bank 1982 - 1991
Skills
Customer Service, Banking, Management, Collection Development, Loan Modifications, Research, MS Word, Microsoft Word, Microsoft Excel, Financial Analysis, Training, Leadership, Loans, Credit, Accounting, Finance, Software Documentation, Retail Banking
Education
Gateway Community College 2013 — 2014
Certificate, Medical Billing Associate Cerificate Training Program
Solano Community College 2000 — 2003
Associate in Science, Management-Supervision, TQM Emphasis
Center For Financial Training (fka) American Institute of Banking
Certificate, Supervision
Phyllis Berger Phyllis Berger's Union Bank of California Experience January 1977 - December 2004
Job Consultant
Industry Banking
Experience
Union Bank January 2015 - Present
Union Bank May 2011 - October 2013
Union Bank January 2005 - April 2011
Union Bank of California January 1977 - December 2004
Skills
Outlook, Access, Financial Analysis, Process Improvement, Consumer Lending, PMO, Project Planning, Program Management, Risk Management, Project Management, Banking, Visio, Vendor Management, Analysis, Business Intelligence, Mortgage Lending, SDLC, Business Analysis, Requirements Analysis, Data Analysis, Change Management, IT Management, Requirements Gathering, SharePoint, Business Process..., Software Project..., Integration, Disaster Recovery, Data Warehousing, Team Leadership
Education
Coleman College 1978 — 1979
Computer Programming/Programmer, General
Union Bank January 2015 - Present
Union Bank May 2011 - October 2013
Union Bank January 2005 - April 2011
Union Bank of California January 1977 - December 2004
Skills
Outlook, Access, Financial Analysis, Process Improvement, Consumer Lending, PMO, Project Planning, Program Management, Risk Management, Project Management, Banking, Visio, Vendor Management, Analysis, Business Intelligence, Mortgage Lending, SDLC, Business Analysis, Requirements Analysis, Data Analysis, Change Management, IT Management, Requirements Gathering, SharePoint, Business Process..., Software Project..., Integration, Disaster Recovery, Data Warehousing, Team Leadership
Education
Coleman College 1978 — 1979
Computer Programming/Programmer, General
Mike Benincasa Mike Benincasa's Union Bank of California Experience December 2005 - November 2006
Job Business Systems Analyst V at Union Bank
Industry Information Technology and Services
Experience
Union Bank November 2010 - Present
Union Bank November 2006 - November 2010
Union Bank of California December 2005 - November 2006
Union Bank of California October 2004 - December 2005
TSO Network Solutions July 2001 - October 2004
STMicroelectronics January 2000 - July 2001
Pegasus Network Consulting April 1999 - January 2000
United States Marine Corps 1991 - 1996
Skills
Banking, Project Management, Customer Service, Vendor Management, Management, Team Leadership, Budgets, Technical Support, MS Project, Visio, Windows, Business Analysis, Servers, Software Installation, Operating Systems, Analysis, Disaster Recovery, Change Management, Process Improvement, Risk Management, Troubleshooting, Networking, SDLC, Help Desk Support, Cross-functional Team..., Active Directory, IT Management, Call Centers, Access, Software Documentation, SharePoint, System Administration, Leadership, Hardware, Data Center, Security, Integration, Training, ITIL, Enterprise Architecture, Windows Server, Computer Hardware, IT Operations, System Deployment, TCP/IP, Testing, VMware, Windows XP, XP
Education
Coleman College 1998 — 2000
Associate of Science (A.S.), Computer Engineering Technology
Union Bank November 2010 - Present
Union Bank November 2006 - November 2010
Union Bank of California December 2005 - November 2006
Union Bank of California October 2004 - December 2005
TSO Network Solutions July 2001 - October 2004
STMicroelectronics January 2000 - July 2001
Pegasus Network Consulting April 1999 - January 2000
United States Marine Corps 1991 - 1996
Skills
Banking, Project Management, Customer Service, Vendor Management, Management, Team Leadership, Budgets, Technical Support, MS Project, Visio, Windows, Business Analysis, Servers, Software Installation, Operating Systems, Analysis, Disaster Recovery, Change Management, Process Improvement, Risk Management, Troubleshooting, Networking, SDLC, Help Desk Support, Cross-functional Team..., Active Directory, IT Management, Call Centers, Access, Software Documentation, SharePoint, System Administration, Leadership, Hardware, Data Center, Security, Integration, Training, ITIL, Enterprise Architecture, Windows Server, Computer Hardware, IT Operations, System Deployment, TCP/IP, Testing, VMware, Windows XP, XP
Education
Coleman College 1998 — 2000
Associate of Science (A.S.), Computer Engineering Technology
Tyler Welt Tyler Welt's Union Bank of California Experience January 1997 - October 2000
Job Finance Controller at Intel Corporation
Industry Semiconductors
Experience
Intel Corporation February 2011 - Present
Intel Capital November 2000 - February 2011
Union Bank of California January 1997 - October 2000
Skills
Venture Capital, Financial Modeling, Mergers, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Investments, Valuation, Due Diligence, Corporate Development
Education
Harvard Business School 2008 — 2009
Executive Education, Program for Leadership Development
University of Oregon - Charles H. Lundquist College of Business 1993 — 1995
MBA, General Business
University of Oregon 1990 — 1994
Bachelor of Science, Economics
Intel Corporation February 2011 - Present
Intel Capital November 2000 - February 2011
Union Bank of California January 1997 - October 2000
Skills
Venture Capital, Financial Modeling, Mergers, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Investments, Valuation, Due Diligence, Corporate Development
Education
Harvard Business School 2008 — 2009
Executive Education, Program for Leadership Development
University of Oregon - Charles H. Lundquist College of Business 1993 — 1995
MBA, General Business
University of Oregon 1990 — 1994
Bachelor of Science, Economics
Tonia Reeves Jackson's Union Bank of California Experience October 2004 - December 2005
Job Management Analyst at Southern California Association of Governments (SCAG)
Industry Government Administration
Experience
Southern California Association of Governments July 2011 - Present
TRANSAMERICA/AEGON USA December 2005 - December 2010
UNION BANK OF CALIFORNIA October 2004 - December 2005
CITIZEN WATCH COMPANY OF AMERICA, INC February 1991 - October 2004
KEENAN & ASSOCIATES December 1989 - January 1991
KNAPP COMMUNICATIONS CORPORATION July 1987 - December 1989
JENSEN CORPORATION January 1986 - July 1987
SECURITY PACIFIC NATIONAL BANK June 1981 - December 1985
Skills
Budgets, Microsoft Office, Training, Project Management, Microsoft Excel, Analysis, Customer Service, Leadership, Management, Policy, PowerPoint, Process Improvement, Procurement, Program Management, Project Planning, Strategic Planning, Team Building
Education
University of Redlands 2002 — 2004
Master of Arts, Management
University of Redlands 2000 — 2002
Bachelor of Science, Business & Management
El Camino College
Associate, Arts of Speech Communication
Los Angeles Bible Training School
Bible Diploma, Christian Studies
Southern California Association of Governments July 2011 - Present
TRANSAMERICA/AEGON USA December 2005 - December 2010
UNION BANK OF CALIFORNIA October 2004 - December 2005
CITIZEN WATCH COMPANY OF AMERICA, INC February 1991 - October 2004
KEENAN & ASSOCIATES December 1989 - January 1991
KNAPP COMMUNICATIONS CORPORATION July 1987 - December 1989
JENSEN CORPORATION January 1986 - July 1987
SECURITY PACIFIC NATIONAL BANK June 1981 - December 1985
Skills
Budgets, Microsoft Office, Training, Project Management, Microsoft Excel, Analysis, Customer Service, Leadership, Management, Policy, PowerPoint, Process Improvement, Procurement, Program Management, Project Planning, Strategic Planning, Team Building
Education
University of Redlands 2002 — 2004
Master of Arts, Management
University of Redlands 2000 — 2002
Bachelor of Science, Business & Management
El Camino College
Associate, Arts of Speech Communication
Los Angeles Bible Training School
Bible Diploma, Christian Studies
Neil Kapur, CPA, CISA's Union Bank of California Experience 1997 - 1999
Job Neil Kapur, CPA, CISA, Internal Auditor Fremont Bank
Industry Management Consulting
Experience
Fremont Bank October 2008 - Present
Resources Global Professionals February 2007 - August 2008
Protiviti October 2005 - January 2007
Jefferson Wells July 2003 - February 2004
Wells Fargo Bank 2001 - 2004
O'Brien Kreitzberg 1999 - 2001
Union Bank of California 1997 - 1999
Bank of America 1985 - 1996
Skills
Sarbanes-Oxley Act, Enterprise Risk..., Internal Controls, Auditing, IT Audit, Sarbanes-Oxley, COSO, Accounting, CISA, SAS70, Financial Reporting
Education
London Metropolitan University 1973 — 1979
FCA
Mayo College 1960 — 1966
High School Diploma (GCE)
Fremont Bank October 2008 - Present
Resources Global Professionals February 2007 - August 2008
Protiviti October 2005 - January 2007
Jefferson Wells July 2003 - February 2004
Wells Fargo Bank 2001 - 2004
O'Brien Kreitzberg 1999 - 2001
Union Bank of California 1997 - 1999
Bank of America 1985 - 1996
Skills
Sarbanes-Oxley Act, Enterprise Risk..., Internal Controls, Auditing, IT Audit, Sarbanes-Oxley, COSO, Accounting, CISA, SAS70, Financial Reporting
Education
London Metropolitan University 1973 — 1979
FCA
Mayo College 1960 — 1966
High School Diploma (GCE)
Fred Winograd's Union Bank of California Experience 2007 - Present
Job Banking Process Reengineering Consultant
Industry Banking
Experience
Union Bank of California 2007 - Present
UBOC December 2006 - Present
Thomas Weisel Partners January 2001 - December 2006
Capstan 1999 - 2001
Capstan Systems 1999 - 2001
Montgomery Securities 1996 - 2001
Banc of America Securities 1996 - 2000
Merrill Lynch 1989 - April 1996
The Chase Manhattan Bank 1973 - 1986
Skills
Electronic Trading, Management Consulting, Capital Markets, Payment Systems, Trading Systems, Financial Markets, Asset Managment, Back Office, Equities, Hedge Funds, Risk Management, Investment Banking, Portfolio Management, Alternative Investments, Fixed Income, Financial Services, Enterprise Architecture, Management, SDLC, Strategy, Vendor Management, Asset Management, Derivatives, Securities, Business Analysis
Education
Lamar University
BSIE, Industrial Engineering
Union Bank of California 2007 - Present
UBOC December 2006 - Present
Thomas Weisel Partners January 2001 - December 2006
Capstan 1999 - 2001
Capstan Systems 1999 - 2001
Montgomery Securities 1996 - 2001
Banc of America Securities 1996 - 2000
Merrill Lynch 1989 - April 1996
The Chase Manhattan Bank 1973 - 1986
Skills
Electronic Trading, Management Consulting, Capital Markets, Payment Systems, Trading Systems, Financial Markets, Asset Managment, Back Office, Equities, Hedge Funds, Risk Management, Investment Banking, Portfolio Management, Alternative Investments, Fixed Income, Financial Services, Enterprise Architecture, Management, SDLC, Strategy, Vendor Management, Asset Management, Derivatives, Securities, Business Analysis
Education
Lamar University
BSIE, Industrial Engineering
Rie Tamaki's Union Bank of California Experience 2006 - 2007
Job Vice President and Relationship Manager
Industry Banking
Experience
Manufacturers Bank - a subsidiary of Sumitomo Mitsui Banking Corp October 2007 - Present
Northwest YMCA September 2012 - Present
Union Bank of California 2006 - 2007
Silicon Valley Bank 2001 - 2003
Bank of Tokyo-Mitsubishi 1994 - 2000
Skills
Sales Management, Commercial Banking, Commercial Lending, Loans, Cash Management, Asset Based Lending, Credit Analysis, Credit, Banking, Management, Relationship Management, Treasury Management
Education
Teachers College of Columbia University 1987 — 1989
MA
Kwansei Gakuin University
BA
Manufacturers Bank - a subsidiary of Sumitomo Mitsui Banking Corp October 2007 - Present
Northwest YMCA September 2012 - Present
Union Bank of California 2006 - 2007
Silicon Valley Bank 2001 - 2003
Bank of Tokyo-Mitsubishi 1994 - 2000
Skills
Sales Management, Commercial Banking, Commercial Lending, Loans, Cash Management, Asset Based Lending, Credit Analysis, Credit, Banking, Management, Relationship Management, Treasury Management
Education
Teachers College of Columbia University 1987 — 1989
MA
Kwansei Gakuin University
BA
Christine Eagan, CRP, CRCM's Union Bank of California Experience May 2003 - August 2003
Job
Industry Banking
Experience
Columbia Bank December 2010 - Present
Federal Deposit Insurance Corp. September 2009 - December 2010
Washington Mutual July 2007 - January 2009
Washington Mutual June 2006 - June 2007
Washington Mutual September 2003 - June 2006
Union Bank of California May 2003 - August 2003
The Secura Group May 2002 - April 2003
Arthur Andersen December 2000 - April 2002
Federal Reserve Bank of San Francisco December 1998 - December 2000
Education
Georgetown University 1992 — 1996
BS, Finance
Columbia Bank December 2010 - Present
Federal Deposit Insurance Corp. September 2009 - December 2010
Washington Mutual July 2007 - January 2009
Washington Mutual June 2006 - June 2007
Washington Mutual September 2003 - June 2006
Union Bank of California May 2003 - August 2003
The Secura Group May 2002 - April 2003
Arthur Andersen December 2000 - April 2002
Federal Reserve Bank of San Francisco December 1998 - December 2000
Education
Georgetown University 1992 — 1996
BS, Finance
Janardana Sarma, PMP, CSM's Union Bank of California Experience July 1998 - October 2006
Job
Industry Information Technology and Services
Experience
Visa July 2009 - Present
Washington Mutual/ JP Morgan Chase November 2006 - June 2009
Union Bank Of California July 1998 - October 2006
McCormick September 1997 - June 1998
P&O Nedlloyd June 1996 - July 1997
Mahindra-British Telecom Ltd March 1995 - May 1996
Skills
Project Portfolio..., SDLC, Vendor Management, Requirements Analysis, Agile Methodologies, Integration, PMP, Program Management, Business Intelligence, PMO, Cross-functional Team..., Software Development, Requirements Gathering, Scrum, Project Management
Education
University of California, Berkeley 2006 — 2006
Certification, Project Management
Jawaharlal Nehru Technological University
Batchelors in Technology, Engineering
National Institute of Technology Tiruchirappalli
Masters in Engineering, Transportation Engineering
Visa July 2009 - Present
Washington Mutual/ JP Morgan Chase November 2006 - June 2009
Union Bank Of California July 1998 - October 2006
McCormick September 1997 - June 1998
P&O Nedlloyd June 1996 - July 1997
Mahindra-British Telecom Ltd March 1995 - May 1996
Skills
Project Portfolio..., SDLC, Vendor Management, Requirements Analysis, Agile Methodologies, Integration, PMP, Program Management, Business Intelligence, PMO, Cross-functional Team..., Software Development, Requirements Gathering, Scrum, Project Management
Education
University of California, Berkeley 2006 — 2006
Certification, Project Management
Jawaharlal Nehru Technological University
Batchelors in Technology, Engineering
National Institute of Technology Tiruchirappalli
Masters in Engineering, Transportation Engineering
James Kreyling's Union Bank of California Experience June 2001 - July 2005
Job Sr. Analyst Quality Assuance at Walz Group, LLC.
Industry Information Technology and Services
Experience
Walz Group, LLC. January 2014 - Present
Mitchell Intl July 2005 - January 2014
Union Bank of California June 2001 - July 2005
Skills
SQL, Test Automation, Test Planning, Testing, Software Quality..., QTP, Test Cases, Regression Testing, Manual Testing, Agile Methodologies, Scrum, LoadRunner, Performance Testing, TFS, Unix, XML, Agile Testing, Test Management, Visual Studio, Defect Tracking, Functional Testing
Education
Coleman College 1997 — 2000
Walz Group, LLC. January 2014 - Present
Mitchell Intl July 2005 - January 2014
Union Bank of California June 2001 - July 2005
Skills
SQL, Test Automation, Test Planning, Testing, Software Quality..., QTP, Test Cases, Regression Testing, Manual Testing, Agile Methodologies, Scrum, LoadRunner, Performance Testing, TFS, Unix, XML, Agile Testing, Test Management, Visual Studio, Defect Tracking, Functional Testing
Education
Coleman College 1997 — 2000
Greg Kirland's Union Bank of California Experience March 1997 - August 2012
Job Senior Vice President & Regional Manager at U.S. Bank
Industry Banking
Experience
U.S. Bank August 2012 - Present
Union Bank of California March 1997 - August 2012
Aon Hewitt January 1995 - January 1997
Skills
Business Process..., Financial Services, Banking, Risk Management, Investments, Retirement, Asset Allocation, Mergers, Financial Risk, Strategic Planning
Education
Loyola Marymount University 1988 — 1992
BA, Communications
U.S. Bank August 2012 - Present
Union Bank of California March 1997 - August 2012
Aon Hewitt January 1995 - January 1997
Skills
Business Process..., Financial Services, Banking, Risk Management, Investments, Retirement, Asset Allocation, Mergers, Financial Risk, Strategic Planning
Education
Loyola Marymount University 1988 — 1992
BA, Communications
Pete Ehlinger's Union Bank of California Experience May 1995 - September 1996
Job Senior Relationship Manager at MUFG Union Bank
Industry Banking
Experience
Union Bank July 2008 - Present
Citigroup June 2007 - June 2008
Wells Fargo Foothill June 2003 - March 2007
Coast Business Credit December 1996 - June 2003
Union Bank of California May 1995 - September 1996
Education
UCLA Anderson School of Management 1987 — 1989
MBA, Finance/Marketing
Dickinson College 1977 — 1981
BS, Biology/Psychology
Union Bank July 2008 - Present
Citigroup June 2007 - June 2008
Wells Fargo Foothill June 2003 - March 2007
Coast Business Credit December 1996 - June 2003
Union Bank of California May 1995 - September 1996
Education
UCLA Anderson School of Management 1987 — 1989
MBA, Finance/Marketing
Dickinson College 1977 — 1981
BS, Biology/Psychology
Anu Prakash, PMP's Union Bank of California Experience September 2004 - February 2005
Job Manager, Systems Development at Express Scripts
Industry Information Services
Experience
Express Scripts February 2015 - Present
Express Scripts December 2007 - January 2015
Davita Inc September 2006 - December 2007
Visa January 2005 - September 2006
Union Bank of California September 2004 - February 2005
Compunnel Software India Ltd 1996 - 2000
Skills
SDLC, PMP, Visio, PMO, Software Project..., Vendor Management, MS Project, Application Development, Project Planning, IT Management, PL/SQL, Program Management, Resource Management, Project Portfolio..., Process Improvement, Project Delivery, Team Leadership, Team Management, Databases, People Management, Outsourcing, Software Development, Process Development, Management, ITIL, Business Intelligence, IT Strategy, Requirements Analysis, Project Management, Software Documentation, Integration, Requirements Gathering, Business Analysis, Agile Methodologies, Agile Project Management, Systems Analysis, SharePoint, IT Service Management, Business Process
Education
Acend Corporate Learning 2009 — 2009
ITIL Foundation V3 Certification, ITIL Foundation V3
Project Management Institute 2008 — 2008
PMP, Project Management
Atlanta University 2003 — 2005
Masters of Computer Science, MS
Kurukshetra University 1993 — 1996
Bachelors
NIIT 1993 — 1996
Graduate, Computer Science
Express Scripts February 2015 - Present
Express Scripts December 2007 - January 2015
Davita Inc September 2006 - December 2007
Visa January 2005 - September 2006
Union Bank of California September 2004 - February 2005
Compunnel Software India Ltd 1996 - 2000
Skills
SDLC, PMP, Visio, PMO, Software Project..., Vendor Management, MS Project, Application Development, Project Planning, IT Management, PL/SQL, Program Management, Resource Management, Project Portfolio..., Process Improvement, Project Delivery, Team Leadership, Team Management, Databases, People Management, Outsourcing, Software Development, Process Development, Management, ITIL, Business Intelligence, IT Strategy, Requirements Analysis, Project Management, Software Documentation, Integration, Requirements Gathering, Business Analysis, Agile Methodologies, Agile Project Management, Systems Analysis, SharePoint, IT Service Management, Business Process
Education
Acend Corporate Learning 2009 — 2009
ITIL Foundation V3 Certification, ITIL Foundation V3
Project Management Institute 2008 — 2008
PMP, Project Management
Atlanta University 2003 — 2005
Masters of Computer Science, MS
Kurukshetra University 1993 — 1996
Bachelors
NIIT 1993 — 1996
Graduate, Computer Science
Josephine Gillard's Union Bank of California Experience Senior Employee Relations ConsultantUnion Bank1989 - Present
Job Vice President at Union Bank of California
Industry Human Resources
Experience
Union Bank of California Senior Employee Relations ConsultantUnion Bank1989 - Present
Education
Cypress College 1993 — 1997
Business
Union Bank of California Senior Employee Relations ConsultantUnion Bank1989 - Present
Education
Cypress College 1993 — 1997
Business
Kitty Kang's Union Bank of California Experience January 1994 - December 1997
Job at Creative Artists Agency
Industry Information Technology and Services
Experience
Creative Artists Agency February 2010 - Present
MAC Marketing Inc. January 2009 - February 2010
Internet Connectivity Group October 2005 - January 2009
CSID Group Inc. February 1999 - October 2005
Union Bank of California January 1994 - December 1997
Skills
Marketing, Wireless, Program Management, Networking, CRM, Consulting, Start-ups, Cloud Computing, Mobile Devices, Entrepreneur, Mobile Applications, Product Management, User Experience, Hardware, Security, New Media, Blackberry, Product Development, Strategic Partnerships, Management, Cross-functional Team..., Mobile Technology, Training, Integration, Analytics, Information Technology, Solution Selling, Project Management, Salesforce.com, Business Analysis, Microsoft Technologies, Technical Support, Social Media Marketing, Active Directory, Business Process, Leadership, Enterprise Software, Social Networking, Digital Media, Social Media, Microsoft Office, Strategy, Business Development, Sales, SaaS, VoIP, Strategic Planning, Data Center
Education
DeVry Insititute of Technology 1999 — 2001
Bachelor, Business Information Systems
Long Beach City College
Associate of Arts (A.A.), Business Administration and Management, General
University of Southern California
International Finance
Creative Artists Agency February 2010 - Present
MAC Marketing Inc. January 2009 - February 2010
Internet Connectivity Group October 2005 - January 2009
CSID Group Inc. February 1999 - October 2005
Union Bank of California January 1994 - December 1997
Skills
Marketing, Wireless, Program Management, Networking, CRM, Consulting, Start-ups, Cloud Computing, Mobile Devices, Entrepreneur, Mobile Applications, Product Management, User Experience, Hardware, Security, New Media, Blackberry, Product Development, Strategic Partnerships, Management, Cross-functional Team..., Mobile Technology, Training, Integration, Analytics, Information Technology, Solution Selling, Project Management, Salesforce.com, Business Analysis, Microsoft Technologies, Technical Support, Social Media Marketing, Active Directory, Business Process, Leadership, Enterprise Software, Social Networking, Digital Media, Social Media, Microsoft Office, Strategy, Business Development, Sales, SaaS, VoIP, Strategic Planning, Data Center
Education
DeVry Insititute of Technology 1999 — 2001
Bachelor, Business Information Systems
Long Beach City College
Associate of Arts (A.A.), Business Administration and Management, General
University of Southern California
International Finance
Elizabeth Rakas's Union Bank of California Experience April 2004 - October 2005
Job Business consulting professional
Industry Financial Services
Experience
Interchange Solutions, LLC 2010 - Present
TransFirst 2010 - 2014
TransFirst 2010 - 2014
TransFirst 2010 - 2014
Century June 2009 - February 2010
Union Bank of California April 2004 - October 2005
RHI Accountemps 1997 - 2001
Skills
Financial Services, Loans, Strategic Planning, Sales Management, Banking, Sales, Business Process..., Lines Of Credit, Marketing, Strategy, Business Development, Business Strategy, Mortgage Lending, New Business Development, Business Intelligence, Team Leadership, Customer Service, Call Centers, Financial Analysis, Account Management, Leadership, Executive Management, Mergers, CRM, Coaching, Vendor Management, Recruiting, Business Analysis, Relationship Management, Human Resources, Management, Training, Insurance, Sales Presentations
Education
Hobart and William Smith Colleges 1983 — 1987
BA - English 1987
Cedar Cliff HS 1979 — 1983
Interchange Solutions, LLC 2010 - Present
TransFirst 2010 - 2014
TransFirst 2010 - 2014
TransFirst 2010 - 2014
Century June 2009 - February 2010
Union Bank of California April 2004 - October 2005
RHI Accountemps 1997 - 2001
Skills
Financial Services, Loans, Strategic Planning, Sales Management, Banking, Sales, Business Process..., Lines Of Credit, Marketing, Strategy, Business Development, Business Strategy, Mortgage Lending, New Business Development, Business Intelligence, Team Leadership, Customer Service, Call Centers, Financial Analysis, Account Management, Leadership, Executive Management, Mergers, CRM, Coaching, Vendor Management, Recruiting, Business Analysis, Relationship Management, Human Resources, Management, Training, Insurance, Sales Presentations
Education
Hobart and William Smith Colleges 1983 — 1987
BA - English 1987
Cedar Cliff HS 1979 — 1983
Jane E. O'Toole's Union Bank of California Experience 1983 - 1989
Job Professional blogger at Yolo! follow me at www.yolonester.com
Industry Financial Services
Experience
Yolo! www.yolonester.com November 2014 - Present
Jane E. O'Toole, life agent 2008 - 2015
Directors Financial Group February 2013 - November 2014
Mortgage Banker at Western Reliance Funding Group, Inc. 2010 - January 2013
Bay Canyon Capital May 1993 - December 2011
The Boston Co/Boston Safe Deposit and Trust Co May 1989 - May 1992
Union Bank of California 1983 - 1989
Ryder Stilwell, Inc. 1980 - 1983
Six Flags 1978 - 1979
Armstrong World Industries 1978 - 1978
Education
Florida State University 1973 — 1977
bs, finance
Yolo! www.yolonester.com November 2014 - Present
Jane E. O'Toole, life agent 2008 - 2015
Directors Financial Group February 2013 - November 2014
Mortgage Banker at Western Reliance Funding Group, Inc. 2010 - January 2013
Bay Canyon Capital May 1993 - December 2011
The Boston Co/Boston Safe Deposit and Trust Co May 1989 - May 1992
Union Bank of California 1983 - 1989
Ryder Stilwell, Inc. 1980 - 1983
Six Flags 1978 - 1979
Armstrong World Industries 1978 - 1978
Education
Florida State University 1973 — 1977
bs, finance
Emmanuel Asuncion's Union Bank of California Experience February 2004 - July 2011
Job Investment Operations & Client Relations Director at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual February 2014 - Present
Union Bank Investment Services February 2008 - February 2014
Union Bank of California February 2004 - July 2011
Ameriprise Financial Services August 2007 - February 2008
Skills
Investments, Finance, Asset Management, Financial Services, Securities, Series 7, Training, Sales, Networking, Banking, Portfolio Management, Retail Banking, Credit, Loans, Wealth Management, Relationship Management, Mortgage Lending, Financial Analysis, Risk Management, Cash Management, series 66
Education
Loyola High School 1999 — 2003
High School Diploma
Loyola Marymount University, College of Business Administration 2003 — 2007
B.A. Business Administration
Securities Training Corp. 2007 — 2007
n/a
Northwestern Mutual February 2014 - Present
Union Bank Investment Services February 2008 - February 2014
Union Bank of California February 2004 - July 2011
Ameriprise Financial Services August 2007 - February 2008
Skills
Investments, Finance, Asset Management, Financial Services, Securities, Series 7, Training, Sales, Networking, Banking, Portfolio Management, Retail Banking, Credit, Loans, Wealth Management, Relationship Management, Mortgage Lending, Financial Analysis, Risk Management, Cash Management, series 66
Education
Loyola High School 1999 — 2003
High School Diploma
Loyola Marymount University, College of Business Administration 2003 — 2007
B.A. Business Administration
Securities Training Corp. 2007 — 2007
n/a
Shuey Yokoyama's Union Bank of California Experience June 2008 - Present
Job Senior Manager at The Bnak of TokyoMitsubishi UFJ, Ltd.
Industry Banking
Experience
Union Bank of California June 2008 - Present
Education
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2008
MBA
Waseda University 1986 — 1990
BS, Physics
Union Bank of California June 2008 - Present
Education
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2008
MBA
Waseda University 1986 — 1990
BS, Physics
Richard Lesher, CFA's Union Bank of California Experience 2000 - 2004
Job Quartermaster Officer at US Army Reserves
Industry Banking
Experience
US Army Reserves May 2015 - Present
US Army Reserves March 2011 - May 2015
Santa Clara Vanguard Drum and Bugle Corps September 2005 - September 2013
Meriwest Credit Union April 2009 - September 2011
Wachovia July 2007 - July 2008
Addison Ave. Federal Credit Union July 2004 - July 2007
Union Bank of California 2000 - 2004
Wells Fargo Bank February 1993 - July 2000
Skills
Financial Analysis, Finance, Leadership, Process Improvement, Budgets, Project Management, Program Management, Management, Marketing
Education
South Bay Regional Public Safety Training Consortium 2008 — 2008
Basic Academy Certificate, Basic Police Academy
Golden Gate University 2001 — 2004
MBA, Finance
San Jose State University 1997 — 1999
BS, Finance
San Jose State University 1993 — 1995
BS, Management
US Army Reserves May 2015 - Present
US Army Reserves March 2011 - May 2015
Santa Clara Vanguard Drum and Bugle Corps September 2005 - September 2013
Meriwest Credit Union April 2009 - September 2011
Wachovia July 2007 - July 2008
Addison Ave. Federal Credit Union July 2004 - July 2007
Union Bank of California 2000 - 2004
Wells Fargo Bank February 1993 - July 2000
Skills
Financial Analysis, Finance, Leadership, Process Improvement, Budgets, Project Management, Program Management, Management, Marketing
Education
South Bay Regional Public Safety Training Consortium 2008 — 2008
Basic Academy Certificate, Basic Police Academy
Golden Gate University 2001 — 2004
MBA, Finance
San Jose State University 1997 — 1999
BS, Finance
San Jose State University 1993 — 1995
BS, Management
Jenny Martella, CFP®'s Union Bank of California Experience August 1992 - May 2000
Job Director of Financial Planning
Industry Financial Services
Experience
Keatley Wealth Management LLC March 2012 - Present
Oakland Business Development Corp. 2003 - 2004
Bank of Walnut Creek (now First Republic Bank) May 2001 - June 2003
Union Bank of California August 1992 - May 2000
Riggs National Bank June 1989 - July 1992
Skills
Commercial Lending, Loans, Finance, Business Development, Marketing, Financial Services, Banking, Credit, Credit Analysis, Strategic Planning, Asset Based Lending, Risk Management, Business Strategy, Fixed Income, Program Management, Microsoft Excel, Customer Service, Wealth Management, Retirement Planning
Education
Queens University of Charlotte 2010 — 2012
Financial Planning Program
The George Washington University - School of Business 1990 — 1992
MBA, Finance
Lehigh University 1984 — 1987
BS, Marketing
Keatley Wealth Management LLC March 2012 - Present
Oakland Business Development Corp. 2003 - 2004
Bank of Walnut Creek (now First Republic Bank) May 2001 - June 2003
Union Bank of California August 1992 - May 2000
Riggs National Bank June 1989 - July 1992
Skills
Commercial Lending, Loans, Finance, Business Development, Marketing, Financial Services, Banking, Credit, Credit Analysis, Strategic Planning, Asset Based Lending, Risk Management, Business Strategy, Fixed Income, Program Management, Microsoft Excel, Customer Service, Wealth Management, Retirement Planning
Education
Queens University of Charlotte 2010 — 2012
Financial Planning Program
The George Washington University - School of Business 1990 — 1992
MBA, Finance
Lehigh University 1984 — 1987
BS, Marketing
Gail Crutchfield's Union Bank of California Experience September 1990 - November 1997
Job Information Security Project Manager at RBS Markets and International Banking
Industry Banking
Experience
RBS Markets and International Banking October 2013 - Present
RBS Citizens Group August 2011 - October 2013
HSBC March 2011 - July 2011
Walgreens July 2010 - March 2011
Craven Services INC February 2009 - March 2011
WellPoint November 2008 - January 2009
ABN AMRO November 1997 - October 2008
Union Bank of California September 1990 - November 1997
Transamerica Insurance Group September 1988 - September 1990
Skills
Risk Management, Banking, Business Continuity..., Project Management, CISM, Information Security, Process Improvement, CISSP, Team Building, Security, Business Continuity, Vulnerability Management, Computer Security, Risk Assessment
Education
Harper College 2010 — 2012
Computer Forensics
Middlesex Community College 1979 — 1983
Associates In Computer Science, Major Computer Science, Minor Math
RBS Markets and International Banking October 2013 - Present
RBS Citizens Group August 2011 - October 2013
HSBC March 2011 - July 2011
Walgreens July 2010 - March 2011
Craven Services INC February 2009 - March 2011
WellPoint November 2008 - January 2009
ABN AMRO November 1997 - October 2008
Union Bank of California September 1990 - November 1997
Transamerica Insurance Group September 1988 - September 1990
Skills
Risk Management, Banking, Business Continuity..., Project Management, CISM, Information Security, Process Improvement, CISSP, Team Building, Security, Business Continuity, Vulnerability Management, Computer Security, Risk Assessment
Education
Harper College 2010 — 2012
Computer Forensics
Middlesex Community College 1979 — 1983
Associates In Computer Science, Major Computer Science, Minor Math
Nora Bianchi's Union Bank of California Experience November 1984 - May 1988
Job Head of Finance
Industry Financial Services
Experience
GeneWEAVE, a division of Roche Molecular Systems August 2015 - Present
GeneWeave Biosciences, Inc. April 2014 - August 2015
GeneWeave Biosciences October 2013 - April 2014
O.M., Inc. September 2011 - September 2013
Children's Hospice and Palliative Care Coalition June 2010 - September 2011
O.M., Inc. January 2005 - September 2011
Tamtron (now a subsidiary of IMPAC) 1997 - October 2003
Citibank, N.A. London April 1992 - April 1997
Citibank N.A. San Francisco June 1988 - March 1992
Union Bank of California November 1984 - May 1988
Skills
Community Development, Due Diligence, Strategic Planning, Finance, Corporate Finance, Fundraising, Leadership Development, Sales, Mergers & Acquisitions, Program Development, Start-ups, Financial Modeling, Business Strategy, Real Estate, Public Speaking, Nonprofits, Public Policy, Entrepreneurship, Policy, Team Management, Event Planning, New Business Development, Leadership, Non-profits, Venture Capital, Grants, Team Building, Microsoft Office, Loans, Program Management, Project Management, Policy Analysis, Strategy, Management, Change Management
Education
Dartmouth College 1980 — 1984
Bachelor of Arts (B.A.), Political Science and Government
GeneWEAVE, a division of Roche Molecular Systems August 2015 - Present
GeneWeave Biosciences, Inc. April 2014 - August 2015
GeneWeave Biosciences October 2013 - April 2014
O.M., Inc. September 2011 - September 2013
Children's Hospice and Palliative Care Coalition June 2010 - September 2011
O.M., Inc. January 2005 - September 2011
Tamtron (now a subsidiary of IMPAC) 1997 - October 2003
Citibank, N.A. London April 1992 - April 1997
Citibank N.A. San Francisco June 1988 - March 1992
Union Bank of California November 1984 - May 1988
Skills
Community Development, Due Diligence, Strategic Planning, Finance, Corporate Finance, Fundraising, Leadership Development, Sales, Mergers & Acquisitions, Program Development, Start-ups, Financial Modeling, Business Strategy, Real Estate, Public Speaking, Nonprofits, Public Policy, Entrepreneurship, Policy, Team Management, Event Planning, New Business Development, Leadership, Non-profits, Venture Capital, Grants, Team Building, Microsoft Office, Loans, Program Management, Project Management, Policy Analysis, Strategy, Management, Change Management
Education
Dartmouth College 1980 — 1984
Bachelor of Arts (B.A.), Political Science and Government
Alison Mason's Union Bank of California Experience 1992 - 2000
Job Executive Vice President/CFO at Amur Finance Company, Inc.
Industry Financial Services
Experience
Amur Capital Management August 2012 - Present
Aerofin Advisors LLC June 2008 - August 2012
UBS Investment Bank 2006 - 2008
Willis Lease Finance Corporation November 2000 - February 2006
Union Bank of California 1992 - 2000
Skills
Structured Finance, Aviation, Financial Modeling, Airlines, Aircraft Leasing, Due Diligence, Financial Analysis, Securitization, Corporate Finance, Asset Managment, Restructuring, Valuation, Strategic Planning, Competitive Analysis, Market Analysis, Private Equity, Asset Management, Contract Negotiation, Credit, Management, Finance, Credit Analysis, Capital Markets, Investments, Financial Structuring, Risk Management, Business Strategy, Investment Banking, Mergers & Acquisitions
Education
Dartmouth College
BA, French, Economics
New York University - Leonard N. Stern School of Business
MBA, Marketing/International Business
Amur Capital Management August 2012 - Present
Aerofin Advisors LLC June 2008 - August 2012
UBS Investment Bank 2006 - 2008
Willis Lease Finance Corporation November 2000 - February 2006
Union Bank of California 1992 - 2000
Skills
Structured Finance, Aviation, Financial Modeling, Airlines, Aircraft Leasing, Due Diligence, Financial Analysis, Securitization, Corporate Finance, Asset Managment, Restructuring, Valuation, Strategic Planning, Competitive Analysis, Market Analysis, Private Equity, Asset Management, Contract Negotiation, Credit, Management, Finance, Credit Analysis, Capital Markets, Investments, Financial Structuring, Risk Management, Business Strategy, Investment Banking, Mergers & Acquisitions
Education
Dartmouth College
BA, French, Economics
New York University - Leonard N. Stern School of Business
MBA, Marketing/International Business
George Kaye, MBA's Union Bank of California Experience April 2009 - December 2009
Job Instructor at UC San Diego Extension
Industry Higher Education
Experience
UC San Diego Extension June 2013 - Present
DeVry University February 2012 - Present
Collabrus May 2012 - March 2013
MiraCosta College March 2012 - December 2012
Union Bank September 2010 - November 2011
Union Bank April 2010 - August 2010
Union Bank December 2009 - August 2010
Union Bank of California April 2009 - December 2009
Washington Mutual Bank August 2000 - March 2009
Washington Mutual Bank January 1997 - July 2000
Skills
Mergers, Leadership, Management, Human Resources, Curriculum Design, Banking, Retail Banking, Loans, Financial Services, Mortgage Lending, Risk Management, Financial Analysis, Mergers & Acquisitions, Strategy, Training, Staff Development, Executive Management, Commercial Lending, Leadership Development, Sales, Team Building, Change Management, Small Business Lending, Data Analysis, Operations Management, Coaching, Program Management
Education
DePaul University
MBA, Finance
Northern Illinois University
Bachelor of Science, Economics
UC San Diego Extension June 2013 - Present
DeVry University February 2012 - Present
Collabrus May 2012 - March 2013
MiraCosta College March 2012 - December 2012
Union Bank September 2010 - November 2011
Union Bank April 2010 - August 2010
Union Bank December 2009 - August 2010
Union Bank of California April 2009 - December 2009
Washington Mutual Bank August 2000 - March 2009
Washington Mutual Bank January 1997 - July 2000
Skills
Mergers, Leadership, Management, Human Resources, Curriculum Design, Banking, Retail Banking, Loans, Financial Services, Mortgage Lending, Risk Management, Financial Analysis, Mergers & Acquisitions, Strategy, Training, Staff Development, Executive Management, Commercial Lending, Leadership Development, Sales, Team Building, Change Management, Small Business Lending, Data Analysis, Operations Management, Coaching, Program Management
Education
DePaul University
MBA, Finance
Northern Illinois University
Bachelor of Science, Economics
Sunny Patpatia's Union Bank of California Experience 1979 - 1987
Job Owner & CEO, Patpatia & Associates
Industry Financial Services
Experience
Patpatia & Associates 1992 - Present
Charles Schwab 1987 - 1992
Union Bank of California 1979 - 1987
Skills
Hedge Funds, Wealth Management, Alternative Investments, Insurance, RIA, Asset Management, Investments, Finance, Retirement, Marketing Strategy, Securities, Mutual Funds, Strategy, Equities, Asset Allocation, Fixed Income, Fixed Annuities, Management, Investment Management, Business Strategy, Asset Managment, Portfolio Management, Investment Strategies, Investment Advisory, Series 7, Financial Services, Financial Risk, Corporate Development, Program Management, Business Intelligence, Strategic Planning, Financial Modeling
Education
McGill University 1971 — 1975
BA, MBA, Management
The Doon School 1962 — 1967
High School
Patpatia & Associates 1992 - Present
Charles Schwab 1987 - 1992
Union Bank of California 1979 - 1987
Skills
Hedge Funds, Wealth Management, Alternative Investments, Insurance, RIA, Asset Management, Investments, Finance, Retirement, Marketing Strategy, Securities, Mutual Funds, Strategy, Equities, Asset Allocation, Fixed Income, Fixed Annuities, Management, Investment Management, Business Strategy, Asset Managment, Portfolio Management, Investment Strategies, Investment Advisory, Series 7, Financial Services, Financial Risk, Corporate Development, Program Management, Business Intelligence, Strategic Planning, Financial Modeling
Education
McGill University 1971 — 1975
BA, MBA, Management
The Doon School 1962 — 1967
High School
Mary Pat McMahon's Union Bank of California Experience 2002 - 2003
Job Vice President, Head of Issuer Growth and Portfolio Performance at Visa
Industry Banking
Experience
Visa 2009 - Present
Visa USA 2005 - 2009
Visa 2003 - 2005
Union Bank of California 2002 - 2003
Bank of America 1998 - 2002
Cash Station, Inc. 1991 - 1998
The First National Bank of Chicago 1990 - 1991
First Chicago 1987 - 1990
Skills
Credit Cards, Product Management, Strategic Planning, Payments, Mobile Payments, Debit Cards, Leadership, Financial Services, Electronic Payments
Education
J.L. Kellogg Graduate School of Management, Northwestern University 1987 — 1991
Master of Management, Finance, Marketing
Georgetown University 1983 — 1987
Bachelor of Arts (B.A.), American Studies, Cum Laude
Visa 2009 - Present
Visa USA 2005 - 2009
Visa 2003 - 2005
Union Bank of California 2002 - 2003
Bank of America 1998 - 2002
Cash Station, Inc. 1991 - 1998
The First National Bank of Chicago 1990 - 1991
First Chicago 1987 - 1990
Skills
Credit Cards, Product Management, Strategic Planning, Payments, Mobile Payments, Debit Cards, Leadership, Financial Services, Electronic Payments
Education
J.L. Kellogg Graduate School of Management, Northwestern University 1987 — 1991
Master of Management, Finance, Marketing
Georgetown University 1983 — 1987
Bachelor of Arts (B.A.), American Studies, Cum Laude
Michael J. Cocuzza, MBA's Union Bank of California Experience May 2005 - November 2005
Job Associate Director, Finance at Florida Atlantic University
Industry Market Research
Experience
Florida Atlantic University June 2014 - Present
EPA-Expatial Performance Alloys December 2011 - Present
Florida Atlantic University July 2009 - December 2011
Union Bank of California May 2005 - November 2005
Skills
Data Analysis, Entrepreneurship, Financial Analysis, Research, Strategic Planning, Fundraising, Start-ups, Leadership, Project Management, Market Research, Business Strategy
Education
Florida Atlantic University 2013 — 2014
Master of Accounting, Executive Forensic Program
Florida Atlantic University 2009 — 2012
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies, 3.4
Rutgers University 2001 — 2003
Bachelor of Science (B.S.), Honors, Double Major: Finance and Economics, 3.6
Florida Atlantic University June 2014 - Present
EPA-Expatial Performance Alloys December 2011 - Present
Florida Atlantic University July 2009 - December 2011
Union Bank of California May 2005 - November 2005
Skills
Data Analysis, Entrepreneurship, Financial Analysis, Research, Strategic Planning, Fundraising, Start-ups, Leadership, Project Management, Market Research, Business Strategy
Education
Florida Atlantic University 2013 — 2014
Master of Accounting, Executive Forensic Program
Florida Atlantic University 2009 — 2012
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies, 3.4
Rutgers University 2001 — 2003
Bachelor of Science (B.S.), Honors, Double Major: Finance and Economics, 3.6
Kate Goodwin's Union Bank of California Experience 2003 - 2006
Job Studio Manager at Pachis, an art studio for kids
Industry Marketing and Advertising
Experience
Pachis, an art studio for kids July 2014 - Present
Nature's Whisper Yoga February 2014 - June 2014
Intercare Insurance Solutions July 2012 - January 2014
Satori World Medical January 2011 - July 2012
Del Mar Stubbs, Inc June 2007 - January 2011
KPR Marketing Consulting April 2007 - January 2011
Prudential California Realty - Maxine & Marti Gellens 2007 - January 2011
Union Bank of California 2003 - 2006
MeadsDurket 2000 - 2006
Gavin & Gavin Advertising 1999 - 2000
Skills
Online Marketing, Public Relations, Budgeting, Research, Blogging, Promotions, Integrated Marketing, Strategic Planning, Marketing Strategy, Healthcare, New Business Development, Marketing Communications, Advertising, Customer Relations, Market Research, Account Management, Social Media, Start-ups, Sales Management, Product Development, Negotiation, Team Building, Business Planning, Team Leadership, Business Strategy, Management Consulting, Event Management, Health Insurance, Product Marketing, SEO, Public Speaking, Health, Marketing Management, Customer Service, Problem Solving, Change Management, Competitive Analysis, Contract Negotiation, Corporate Communications, Lead Generation, Brand Development, Analysis, Microsoft Office, Process Improvement, Team Management, Social Media Marketing, medical travel, medical tourism, healthcare networks, Marketing
Education
University of Massachusetts at Amherst - Isenberg School of Management 1995 — 1999
Bachelor of Business Administration, Marketing
Lincoln-Sudbury Regional High School
General Studies
Pachis, an art studio for kids July 2014 - Present
Nature's Whisper Yoga February 2014 - June 2014
Intercare Insurance Solutions July 2012 - January 2014
Satori World Medical January 2011 - July 2012
Del Mar Stubbs, Inc June 2007 - January 2011
KPR Marketing Consulting April 2007 - January 2011
Prudential California Realty - Maxine & Marti Gellens 2007 - January 2011
Union Bank of California 2003 - 2006
MeadsDurket 2000 - 2006
Gavin & Gavin Advertising 1999 - 2000
Skills
Online Marketing, Public Relations, Budgeting, Research, Blogging, Promotions, Integrated Marketing, Strategic Planning, Marketing Strategy, Healthcare, New Business Development, Marketing Communications, Advertising, Customer Relations, Market Research, Account Management, Social Media, Start-ups, Sales Management, Product Development, Negotiation, Team Building, Business Planning, Team Leadership, Business Strategy, Management Consulting, Event Management, Health Insurance, Product Marketing, SEO, Public Speaking, Health, Marketing Management, Customer Service, Problem Solving, Change Management, Competitive Analysis, Contract Negotiation, Corporate Communications, Lead Generation, Brand Development, Analysis, Microsoft Office, Process Improvement, Team Management, Social Media Marketing, medical travel, medical tourism, healthcare networks, Marketing
Education
University of Massachusetts at Amherst - Isenberg School of Management 1995 — 1999
Bachelor of Business Administration, Marketing
Lincoln-Sudbury Regional High School
General Studies
Richard Madison's Union Bank of California Experience August 2007 - October 2007
Job Owner at Rigace Tech, LLC DBE certified
Industry Information Services
Experience
Rigace Tech LLC (DBE Certified) August 2014 - Present
Quality Counts, LLC October 2013 - August 2014
The Ascent Services Group April 2012 - April 2013
Kforce Inc. October 2010 - April 2011
Cicuit City September 2008 - January 2009
First Bank April 2008 - September 2008
Washington Mutual Card Services January 2008 - April 2008
Union Bank of California August 2007 - October 2007
Bank of the West July 2003 - June 2006
The Federal Reserve Bank of San Francisco November 1998 - July 2003
Skills
Process Improvement, Risk Management, Project Management, Analysis, Integration, Business Process, Strategy, Management, Leadership, Software Documentation, Visio, SDLC, Business Analysis, SharePoint
Education
JFK University
Master of Business Administration (MBA)
John F. Kennedy University
Bachelor of Science (BS), International Law and Legal Studies
The University of Montana 1988 — 1989
General ED
Rigace Tech LLC (DBE Certified) August 2014 - Present
Quality Counts, LLC October 2013 - August 2014
The Ascent Services Group April 2012 - April 2013
Kforce Inc. October 2010 - April 2011
Cicuit City September 2008 - January 2009
First Bank April 2008 - September 2008
Washington Mutual Card Services January 2008 - April 2008
Union Bank of California August 2007 - October 2007
Bank of the West July 2003 - June 2006
The Federal Reserve Bank of San Francisco November 1998 - July 2003
Skills
Process Improvement, Risk Management, Project Management, Analysis, Integration, Business Process, Strategy, Management, Leadership, Software Documentation, Visio, SDLC, Business Analysis, SharePoint
Education
JFK University
Master of Business Administration (MBA)
John F. Kennedy University
Bachelor of Science (BS), International Law and Legal Studies
The University of Montana 1988 — 1989
General ED
Stephen Mooradian's Union Bank of California Experience March 1985 - May 1987
Job Senior Vice President & Partner, Lee & Associates
Industry Real Estate
Experience
Lee & Associates March 1991 - Present
GVA DAUM May 1987 - March 1991
Union Bank of California March 1985 - May 1987
Merck Sharp & Dohme June 1983 - February 1985
ARCO Chemical January 1981 - May 1983
Krall Management May 1979 - April 1981
Education
University of Southern California 1985 — 1987
MBA, Business & Real Estate Economics
Drexel University 1978 — 1983
BS, Mathematics and Computer Science
Marple Newtown Senior High School 1975 — 1978
Diploma
Lee & Associates March 1991 - Present
GVA DAUM May 1987 - March 1991
Union Bank of California March 1985 - May 1987
Merck Sharp & Dohme June 1983 - February 1985
ARCO Chemical January 1981 - May 1983
Krall Management May 1979 - April 1981
Education
University of Southern California 1985 — 1987
MBA, Business & Real Estate Economics
Drexel University 1978 — 1983
BS, Mathematics and Computer Science
Marple Newtown Senior High School 1975 — 1978
Diploma
Cheryl Hughson's Union Bank of California Experience January 2009 - April 2010
Job Policy/Procedure Writer Commercial Loans and Trade Services at Union Bank
Industry Banking
Experience
Union Bank January 2009 - Present
Union Bank of California January 2009 - April 2010
Wasserman, Comden & Casselman December 2007 - January 2009
Union Bank of California August 2007 - November 2007
WaMu 2004 - 2007
Skills
Risk Management, Policy, Project Management, Analysis
Education
Glendale Community College 2003 — 2004
Union Bank January 2009 - Present
Union Bank of California January 2009 - April 2010
Wasserman, Comden & Casselman December 2007 - January 2009
Union Bank of California August 2007 - November 2007
WaMu 2004 - 2007
Skills
Risk Management, Policy, Project Management, Analysis
Education
Glendale Community College 2003 — 2004
Raj Sodhi-Layne's Union Bank of California Experience Corporate Deposit ManagerUnion Bank of CaliforniaJanuary 2002 - Present
Job Corporate Deposit Manager at Union Bank of California
Industry Banking
Experience
Union bank Of California Corporate Deposit ManagerUnion Bank of CaliforniaJanuary 2002 - Present
Education
Fresno Pacific University 2007 — 2008
Union bank Of California Corporate Deposit ManagerUnion Bank of CaliforniaJanuary 2002 - Present
Education
Fresno Pacific University 2007 — 2008
Cindy Bitner's Union Bank of California Experience 1997 - 1999
Job Financial services/banking relationship manager
Industry Banking
Experience
Bank of America September 2007 - May 2010
Comerica 2005 - 2006
Silicon Valley Bank 1999 - 2005
Union Bank of California 1997 - 1999
First Interstate Bank 1989 - 1991
Union Bank of California 1985 - 1989
Bank of Boston 1982 - 1984
Skills
Credit, Commercial Lending, Commercial Banking, Loans, Asset Based Lending, Cash Management, Portfolio Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1981 — 1982
MBA, Finance
Miami University 1969 — 1973
BA, Political Science
Bank of America September 2007 - May 2010
Comerica 2005 - 2006
Silicon Valley Bank 1999 - 2005
Union Bank of California 1997 - 1999
First Interstate Bank 1989 - 1991
Union Bank of California 1985 - 1989
Bank of Boston 1982 - 1984
Skills
Credit, Commercial Lending, Commercial Banking, Loans, Asset Based Lending, Cash Management, Portfolio Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1981 — 1982
MBA, Finance
Miami University 1969 — 1973
BA, Political Science
Tracey-Anne Castro's Union Bank of California Experience June 2006 - August 2007
Job Project/Change Management Consultant
Industry Financial Services
Experience
Randstad Technologies US July 2015 - Present
Terra Venti Consulting Services, LLC July 2015 - Present
MUFG Americas September 2014 - July 2015
Randstad Technologies US June 2014 - September 2014
Bank of America August 2007 - May 2014
Union Bank of California June 2006 - August 2007
Washington Mutual 2005 - 2006
City National Bank April 2004 - July 2005
Washington Mutual 2001 - April 2004
Crown Management Services 1993 - 2001
Skills
Integration, Vendor Management, Project Management, Process Improvement, Team Leadership, Customer Service, SDLC, SharePoint, Cross-functional Team..., Change Management, Business Process..., Project Planning, Risk Management, Visio, Software Documentation, Leadership, Project Coordination, Operations Management, Banking, Budgets, Management, Strategic Planning, Analysis, Training, Strategy, Human Resources, Six Sigma, Business Transformation, Business Requirements, Portfolio Management, Business Analysis, Contract Negotiation, Project Portfolio..., PMO, Business Process, Requirements Gathering, Accounting, Requirements Analysis, Team Building, Outsourcing, Customer Satisfaction, Management Consulting, Resource Management, Credit, Financial Analysis, Financial Risk, Loans, Mortgage Lending, Executive Management, Mortgage Banking
Education
College of the Canyons 1987 — 1990
Transfer Cirriculum, Accounting/ Business
Randstad Technologies US July 2015 - Present
Terra Venti Consulting Services, LLC July 2015 - Present
MUFG Americas September 2014 - July 2015
Randstad Technologies US June 2014 - September 2014
Bank of America August 2007 - May 2014
Union Bank of California June 2006 - August 2007
Washington Mutual 2005 - 2006
City National Bank April 2004 - July 2005
Washington Mutual 2001 - April 2004
Crown Management Services 1993 - 2001
Skills
Integration, Vendor Management, Project Management, Process Improvement, Team Leadership, Customer Service, SDLC, SharePoint, Cross-functional Team..., Change Management, Business Process..., Project Planning, Risk Management, Visio, Software Documentation, Leadership, Project Coordination, Operations Management, Banking, Budgets, Management, Strategic Planning, Analysis, Training, Strategy, Human Resources, Six Sigma, Business Transformation, Business Requirements, Portfolio Management, Business Analysis, Contract Negotiation, Project Portfolio..., PMO, Business Process, Requirements Gathering, Accounting, Requirements Analysis, Team Building, Outsourcing, Customer Satisfaction, Management Consulting, Resource Management, Credit, Financial Analysis, Financial Risk, Loans, Mortgage Lending, Executive Management, Mortgage Banking
Education
College of the Canyons 1987 — 1990
Transfer Cirriculum, Accounting/ Business
Kristin Kearns's Union Bank of California Experience August 2002 - August 2005
Job Vice President, Branch Manager at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank August 2005 - Present
Union Bank of California August 2002 - August 2005
Santa Barbara Bank & Trust August 1997 - August 2000
Skills
Credit, Commercial Lending, Loans, Banking, Loan Origination, Mortgage Lending, Consumer Lending, Cash Management, Commercial Banking, Branch Management, Credit Analysis, Team Building, Mortgage Banking, Financial Analysis
Education
Cuesta College 1991 — 1993
Business Administration and Management, General
Grossmont College 1989 — 1991
Business Administration and Management, General
Dos Pueblos High School 1984 — 1989
Heritage Oaks Bank August 2005 - Present
Union Bank of California August 2002 - August 2005
Santa Barbara Bank & Trust August 1997 - August 2000
Skills
Credit, Commercial Lending, Loans, Banking, Loan Origination, Mortgage Lending, Consumer Lending, Cash Management, Commercial Banking, Branch Management, Credit Analysis, Team Building, Mortgage Banking, Financial Analysis
Education
Cuesta College 1991 — 1993
Business Administration and Management, General
Grossmont College 1989 — 1991
Business Administration and Management, General
Dos Pueblos High School 1984 — 1989
Carolyn Powell's Union Bank of California Experience December 1984 - November 1998
Job Senior Managing Director at First Republic Bank
Industry Financial Services
Experience
First Republic Bank April 2003 - Present
Union Bank of California December 1984 - November 1998
Education
Loyola Marymount University
First Republic Bank April 2003 - Present
Union Bank of California December 1984 - November 1998
Education
Loyola Marymount University
Dennis Condon's Union Bank of California Experience December 2005 - August 2007
Job Senior Vice President at Bank of the West
Industry Banking
Experience
Bank of the West July 2008 - Present
Bank of the West August 2007 - July 2008
Union Bank of California December 2005 - August 2007
Allied Irish Bank August 2000 - December 2005
Education
Loyola Marymount University, College of Business Administration 1998 — 2000
MBA, Financial Decision Sciences
Loyola Marymount University
Bank of the West July 2008 - Present
Bank of the West August 2007 - July 2008
Union Bank of California December 2005 - August 2007
Allied Irish Bank August 2000 - December 2005
Education
Loyola Marymount University, College of Business Administration 1998 — 2000
MBA, Financial Decision Sciences
Loyola Marymount University
Patricia Yancey's Union Bank of California Experience September 2005 - January 2008
Job Senior Accounts Payable Coordinator at AerCap
Industry Aviation & Aerospace
Experience
AerCap May 2014 - Present
Amnesty International USA September 2010 - Present
International Lease Finance Corporation January 2008 - May 2014
California State University, Northridge August 2011 - August 2013
Union Bank of California September 2005 - January 2008
Pier One Imports January 2004 - May 2004
Skills
Organizational..., Detail Orientation, Team Leadership, Word, Excel, Microsoft Office, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Aviation, Customer Service, Access, Airlines, Project Management, Process Improvement, Leadership, Management, Nonprofits, Fundraising, Training, Human Rights, Social Networking, Teamwork, Strategic Planning, Accounts Payable, Program Development, Invoicing
Education
California State University-Northridge 2011 — 2013
Masters, Public Administration
California State University-Northridge 2011 — 2012
Certificate, Non-Profit/Public/Organizational Management
California State University of Los Angeles 2005 — 2007
Bachelors of Science, International Business Administration
Cerrritos Community College 2004 — 2005
Associate of Arts, International Relations
Edison Community College 2001 — 2003
Associate of Arts (A.A.), International Business
AerCap May 2014 - Present
Amnesty International USA September 2010 - Present
International Lease Finance Corporation January 2008 - May 2014
California State University, Northridge August 2011 - August 2013
Union Bank of California September 2005 - January 2008
Pier One Imports January 2004 - May 2004
Skills
Organizational..., Detail Orientation, Team Leadership, Word, Excel, Microsoft Office, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Aviation, Customer Service, Access, Airlines, Project Management, Process Improvement, Leadership, Management, Nonprofits, Fundraising, Training, Human Rights, Social Networking, Teamwork, Strategic Planning, Accounts Payable, Program Development, Invoicing
Education
California State University-Northridge 2011 — 2013
Masters, Public Administration
California State University-Northridge 2011 — 2012
Certificate, Non-Profit/Public/Organizational Management
California State University of Los Angeles 2005 — 2007
Bachelors of Science, International Business Administration
Cerrritos Community College 2004 — 2005
Associate of Arts, International Relations
Edison Community College 2001 — 2003
Associate of Arts (A.A.), International Business
Gurbir Osahan, MBA, PMP, BSAC's Union Bank of California Experience April 2005 - September 2006
Job Project Manager at AIG Global Investment Group
Industry Financial Services
Experience
AIG Global Investment Group June 2008 - Present
AIG November 2007 - May 2008
Realogy August 2007 - October 2007
Reuters May 2007 - July 2007
TradeKing October 2006 - April 2007
Union Bank of California April 2005 - September 2006
Skills
Vendor Management, Business Analysis, SDLC, Business Process, Requirements Analysis, Requirements Gathering, Risk Management, PMO, Software Project..., Oracle, Project Portfolio..., IT Strategy, Integration, Project Management
Education
Coventry University 2002 — 2003
MBA, Finance
Guru Nanak Dev University
AIG Global Investment Group June 2008 - Present
AIG November 2007 - May 2008
Realogy August 2007 - October 2007
Reuters May 2007 - July 2007
TradeKing October 2006 - April 2007
Union Bank of California April 2005 - September 2006
Skills
Vendor Management, Business Analysis, SDLC, Business Process, Requirements Analysis, Requirements Gathering, Risk Management, PMO, Software Project..., Oracle, Project Portfolio..., IT Strategy, Integration, Project Management
Education
Coventry University 2002 — 2003
MBA, Finance
Guru Nanak Dev University
Do, Kim's Union Bank of California Experience January 2000 - March 2002
Job Bookkeeper Plus at Tom Bihn Inc
Industry Financial Services
Experience
Tom Bihn Inc September 2014 - Present
Verizon Wireless November 2011 - June 2012
Union Bank October 2008 - October 2011
World Financial Group July 2007 - March 2008
Banner Bank April 2005 - June 2007
Union Bank of California (Private Banking) now Union Bank March 2002 - April 2005
Union Bank of California January 2000 - March 2002
Skills
Team Leadership, Call Centers, Financial Analysis, Microsoft Office, Customer Service, Strategic Partnerships, Process Improvement, Call Center, Customer Retention, Microsoft Excel, Sales, Forecasting, Business Analysis, Team Building, Banking, Leadership, Management, Customer Satisfaction, Training, Strategic Planning, Accounting, Budgets, Marketing, Finance
Education
Strayer University (VA) 2012 — 2014
Master of Business Administration (MBA), Finance & Project Management
University of Washington 2013 — 2013
Certificate of Financial Accounting
DeVry University 2009 — 2011
Bachelor of Science and Technical Management, Finance
Tom Bihn Inc September 2014 - Present
Verizon Wireless November 2011 - June 2012
Union Bank October 2008 - October 2011
World Financial Group July 2007 - March 2008
Banner Bank April 2005 - June 2007
Union Bank of California (Private Banking) now Union Bank March 2002 - April 2005
Union Bank of California January 2000 - March 2002
Skills
Team Leadership, Call Centers, Financial Analysis, Microsoft Office, Customer Service, Strategic Partnerships, Process Improvement, Call Center, Customer Retention, Microsoft Excel, Sales, Forecasting, Business Analysis, Team Building, Banking, Leadership, Management, Customer Satisfaction, Training, Strategic Planning, Accounting, Budgets, Marketing, Finance
Education
Strayer University (VA) 2012 — 2014
Master of Business Administration (MBA), Finance & Project Management
University of Washington 2013 — 2013
Certificate of Financial Accounting
DeVry University 2009 — 2011
Bachelor of Science and Technical Management, Finance
Dorine Gibbs's Union Bank of California Experience July 1994 - June 2001
Job Escalation Specialist at GE Money
Industry Financial Services
Experience
GE Money Admittance CoordinatorTerrace View Care CenterSeptember 2001 - February 2002
Union Bank of California July 1994 - June 2001
Education
Cypress College
Basic, English and Drafting/Engineering
GE Money Admittance CoordinatorTerrace View Care CenterSeptember 2001 - February 2002
Union Bank of California July 1994 - June 2001
Education
Cypress College
Basic, English and Drafting/Engineering
Mark Sarti's Union Bank of California Experience September 1981 - April 1989
Job SVP at Bank of America Business Capital
Industry Financial Services
Experience
Bank of America Business Capital April 1989 - Present
Union Bank of California September 1981 - April 1989
Skills
Portfolio Management, Credit, Loans, Asset Based Lending, Restructuring, Loan Origination, Series 7, Series 63, Commercial Lending, Banking
Education
Golden Gate University 1984 — 1986
MBA, Finance
Montana State University-Bozeman 1977 — 1981
B.S., Finance
Bank of America Business Capital April 1989 - Present
Union Bank of California September 1981 - April 1989
Skills
Portfolio Management, Credit, Loans, Asset Based Lending, Restructuring, Loan Origination, Series 7, Series 63, Commercial Lending, Banking
Education
Golden Gate University 1984 — 1986
MBA, Finance
Montana State University-Bozeman 1977 — 1981
B.S., Finance
Cynthia Kenneally's Union Bank of California Experience 1997 - Present
Job VP Global Finance/Client Service Executive/Strategic Planning/Project Management
Industry Financial Services
Experience
Union Bank of California 1997 - Present
Standard Chartered Bank 1987 - 1997
Education
Denison University 1982 — 1986
B.A., Political Science, Spanish, Int'l Relations
Union Bank of California 1997 - Present
Standard Chartered Bank 1987 - 1997
Education
Denison University 1982 — 1986
B.A., Political Science, Spanish, Int'l Relations
Marjorie Matthews's Union Bank of California Experience 1984 - 1986
Job Banking/Real Estate
Industry Banking
Experience
Bank of the West August 2011 - Present
Coldwell Banker September 2005 - October 2008
Union Bank of California 1984 - 1986
Manufacturers Hanover Trust September 1977 - August 1982
Education
Golden Gate University
BS, Finance
Bank of the West August 2011 - Present
Coldwell Banker September 2005 - October 2008
Union Bank of California 1984 - 1986
Manufacturers Hanover Trust September 1977 - August 1982
Education
Golden Gate University
BS, Finance
Volker Hoehne MBA v_hoehne@hotmail.com's Union Bank of California Experience April 1998 - August 1999
Job Business Analyst at San Diego Gas & Electric
Industry Computer Hardware
Experience
San Diego Gas & Electric (Sempra Energy) March 2014 - Present
FIT SOLUTIONS / Watermens Alliance January 2012 - February 2013
Eastman Kodak March 2011 - January 2012
Eastman Kodak March 2010 - February 2011
Sequenom November 2009 - March 2010
I.B.D.S Corp June 2008 - November 2009
HP January 2008 - May 2008
MC AFFEE (FORMERLY SOLIDKOR (Manufacturers of ruggedized flash hard drives), March 2006 - January 2008
Sempra Energy April 1999 - March 2006
Union Bank of California April 1998 - August 1999
Skills
Strategy, Competitive Analysis, Management, Analysis, CRM, Product Management, Program Management, Forecasting, Leadership, Finance, Market Research, Integration, Strategic Planning, Business Development, Cross-functional Team..., Business Planning, Marketing, Project Management, Business Analysis, Budgets, SAP, Business Strategy, Data Analysis, Negotiation, Project Planning, Market Analysis, Process Improvement, New Business Development, Sales, Change Management, Start-ups, Management Consulting, Marketing Strategy, Product Development, Team Leadership, Team Management, ERP, Business Intelligence, Montecarlo simulatio, Consulting, Salesforce.com, Salesforce.com...
Education
University of California, San Diego 2007 — 2013
Humboldt State University 1990 — 1993
MBA, Finance
University of California, Santa Cruz 1986 — 1990
BA, Environmental Studies
Palomar College 1984 — 1985
AA, Automotive
Torry Pines HS
San Diego Gas & Electric (Sempra Energy) March 2014 - Present
FIT SOLUTIONS / Watermens Alliance January 2012 - February 2013
Eastman Kodak March 2011 - January 2012
Eastman Kodak March 2010 - February 2011
Sequenom November 2009 - March 2010
I.B.D.S Corp June 2008 - November 2009
HP January 2008 - May 2008
MC AFFEE (FORMERLY SOLIDKOR (Manufacturers of ruggedized flash hard drives), March 2006 - January 2008
Sempra Energy April 1999 - March 2006
Union Bank of California April 1998 - August 1999
Skills
Strategy, Competitive Analysis, Management, Analysis, CRM, Product Management, Program Management, Forecasting, Leadership, Finance, Market Research, Integration, Strategic Planning, Business Development, Cross-functional Team..., Business Planning, Marketing, Project Management, Business Analysis, Budgets, SAP, Business Strategy, Data Analysis, Negotiation, Project Planning, Market Analysis, Process Improvement, New Business Development, Sales, Change Management, Start-ups, Management Consulting, Marketing Strategy, Product Development, Team Leadership, Team Management, ERP, Business Intelligence, Montecarlo simulatio, Consulting, Salesforce.com, Salesforce.com...
Education
University of California, San Diego 2007 — 2013
Humboldt State University 1990 — 1993
MBA, Finance
University of California, Santa Cruz 1986 — 1990
BA, Environmental Studies
Palomar College 1984 — 1985
AA, Automotive
Torry Pines HS
Sherry Schaub's Union Bank of California Experience 2000 - September 2012
Job Disabled/Retired
Industry Banking
Experience
Disabled/Retired September 2011 - Present
Union Bank of California 2000 - September 2012
Union Bank 2000 - 2010
Chemical Bank 1994 - 1998
Ameriquest 1995 - 1996
Skills
Loans, Underwriting, Credit, Mortgage Banking, Banking, Financial Risk, FHA, Risk Management, Financial Analysis, Credit Analysis, Lines Of Credit, Consumer Lending, Loan Origination, Credit Risk, Refinance
Education
Ferris State University 1977 — 1980
Associate's degree, Accounting
Disabled/Retired September 2011 - Present
Union Bank of California 2000 - September 2012
Union Bank 2000 - 2010
Chemical Bank 1994 - 1998
Ameriquest 1995 - 1996
Skills
Loans, Underwriting, Credit, Mortgage Banking, Banking, Financial Risk, FHA, Risk Management, Financial Analysis, Credit Analysis, Lines Of Credit, Consumer Lending, Loan Origination, Credit Risk, Refinance
Education
Ferris State University 1977 — 1980
Associate's degree, Accounting
Peter Yacoub's Union Bank of California Experience January 2009 - June 2010
Job Vice PresidentBusiness Developement Officer at Bank of America
Industry Banking
Experience
Bank of America July 2010 - Present
Union Bank of California January 2009 - June 2010
Wachovia, A Wells Fargo Company November 2006 - December 2008
Bank of America June 2001 - November 2006
Skills
Commercial Banking, Small Business Lending, Commercial Lending, Lines Of Credit, Leadership, New Business Development, Asset Based Lending, Banking, Business Development, Commercial Mortgages, Consumer Lending, Credit, Credit Analysis, Financial Analysis, Loans
Education
Loyola Marymount University 2006 — 2008
MBA, Executive Learning
Bank of America July 2010 - Present
Union Bank of California January 2009 - June 2010
Wachovia, A Wells Fargo Company November 2006 - December 2008
Bank of America June 2001 - November 2006
Skills
Commercial Banking, Small Business Lending, Commercial Lending, Lines Of Credit, Leadership, New Business Development, Asset Based Lending, Banking, Business Development, Commercial Mortgages, Consumer Lending, Credit, Credit Analysis, Financial Analysis, Loans
Education
Loyola Marymount University 2006 — 2008
MBA, Executive Learning
Matthew Sargent's Union Bank of California Experience March 2001 - June 2007
Job Senior Vice President & Industry Manager at U.S. Bank
Industry Banking
Experience
US Bank June 2007 - Present
The Partnership 2008 - 2009
Union Bank of California March 2001 - June 2007
Trading Edge (MarketAxess) 2000 - 2001
E. J. De La Rosa & Co., Inc. 1996 - 2000
Norwest Investment Services, Inc. 1993 - 1996
Norwest Investment Services, Inc. 1991 - 1993
Skills
Commercial Lending, Title Insurance, Correspondent Banking, Banking, Loans, Treasury Management, Escrow, Relationship Management, Cash Management, Financial Services, Deposits, Sales Management, Capital Markets, Commercial Banking, Risk Management, Financial Analysis, Mortgage Lending, Credit, Small Business Lending, Payments, Portfolio Management, Retail Banking, Financial Risk, Commercial Mortgages, Private Banking, Asset Based Lending, Credit Cards, Refinance, Cross Selling, Credit Risk, Loan Origination, Lines Of Credit, Consumer Lending, Credit Analysis, Mortgage Banking, Investments, Underwriting, Finance, SBA, Residential Mortgages, Bonds, Management, Leadership, Real Estate
Education
Pacific Coast Banking School 2006 — 2008
Graduate Certificate in Banking, Banking and Leadership
Hamline University 1987 — 1991
BA, International Management/French
US Bank June 2007 - Present
The Partnership 2008 - 2009
Union Bank of California March 2001 - June 2007
Trading Edge (MarketAxess) 2000 - 2001
E. J. De La Rosa & Co., Inc. 1996 - 2000
Norwest Investment Services, Inc. 1993 - 1996
Norwest Investment Services, Inc. 1991 - 1993
Skills
Commercial Lending, Title Insurance, Correspondent Banking, Banking, Loans, Treasury Management, Escrow, Relationship Management, Cash Management, Financial Services, Deposits, Sales Management, Capital Markets, Commercial Banking, Risk Management, Financial Analysis, Mortgage Lending, Credit, Small Business Lending, Payments, Portfolio Management, Retail Banking, Financial Risk, Commercial Mortgages, Private Banking, Asset Based Lending, Credit Cards, Refinance, Cross Selling, Credit Risk, Loan Origination, Lines Of Credit, Consumer Lending, Credit Analysis, Mortgage Banking, Investments, Underwriting, Finance, SBA, Residential Mortgages, Bonds, Management, Leadership, Real Estate
Education
Pacific Coast Banking School 2006 — 2008
Graduate Certificate in Banking, Banking and Leadership
Hamline University 1987 — 1991
BA, International Management/French
Elaina Jackson's Union Bank of California Experience June 1986 - June 1995
Job CEO at West Coast Wood Preserving, LLC
Industry Paper & Forest Products
Experience
West Coast Wood Preserving, LLC November 2013 - Present
The Pacific Wood Preserving Companies April 2012 - November 2013
The Pacific Wood Preserving Companies January 2000 - April 2012
Marzetta Signs, Inc. (Now Accuform) June 1995 - December 1999
Union Bank of California June 1986 - June 1995
Commercial Center Bank April 1982 - June 1986
Skills
Manufacturing, Building Materials, Wood, Inventory Management, Forecasting, Manufacturing Operations, Sales Management, National Accounts, Purchasing, New Business Development, Business Management..., Leadership, Team Building, Process Improvement, Strategic Planning, Procurement, Operations Management, Supply Chain Management, Logistics, Negotiation, Strategy, Business Strategy, Business Development, Lean Manufacturing, Chemistry, Contract Negotiation, Team Management, Business Analysis, Team Leadership, Motivation, Strategic Communications, Management, Budgets, Pricing, Product Development, Cross-functional Team..., P&L Management, Timber, Supply Chain, Sales Operations, Key Account Management, Forestry, Start-ups, Business Planning, Income Statement, Executive Management, International Business, Six Sigma, International Sales, Materials
Education
Golden Gate University 1982 — 1985
N/A, Finance
Humboldt State University 1977 — 1981
BA, Journalism
West Coast Wood Preserving, LLC November 2013 - Present
The Pacific Wood Preserving Companies April 2012 - November 2013
The Pacific Wood Preserving Companies January 2000 - April 2012
Marzetta Signs, Inc. (Now Accuform) June 1995 - December 1999
Union Bank of California June 1986 - June 1995
Commercial Center Bank April 1982 - June 1986
Skills
Manufacturing, Building Materials, Wood, Inventory Management, Forecasting, Manufacturing Operations, Sales Management, National Accounts, Purchasing, New Business Development, Business Management..., Leadership, Team Building, Process Improvement, Strategic Planning, Procurement, Operations Management, Supply Chain Management, Logistics, Negotiation, Strategy, Business Strategy, Business Development, Lean Manufacturing, Chemistry, Contract Negotiation, Team Management, Business Analysis, Team Leadership, Motivation, Strategic Communications, Management, Budgets, Pricing, Product Development, Cross-functional Team..., P&L Management, Timber, Supply Chain, Sales Operations, Key Account Management, Forestry, Start-ups, Business Planning, Income Statement, Executive Management, International Business, Six Sigma, International Sales, Materials
Education
Golden Gate University 1982 — 1985
N/A, Finance
Humboldt State University 1977 — 1981
BA, Journalism
Scott Schiele's Union Bank of California Experience June 2003 - December 2007
Job Senior Associate at Mercer Human Resource Consulting
Industry Financial Services
Experience
Mercer Health & Benefits January 2008 - Present
Union Bank of California June 2003 - December 2007
HighMark Capital Management 2003 - 2007
UMB Bank November 1996 - June 2003
University Directories 1996 - 1996
University Directories 1994 - 1994
Education
Iowa State University 1991 — 1996
BA - Business Adminstration, Finance
Mercer Health & Benefits January 2008 - Present
Union Bank of California June 2003 - December 2007
HighMark Capital Management 2003 - 2007
UMB Bank November 1996 - June 2003
University Directories 1996 - 1996
University Directories 1994 - 1994
Education
Iowa State University 1991 — 1996
BA - Business Adminstration, Finance
Linnea Sosa's Union Bank of California Experience October 2000 - December 2005
Job Vice Pres. and Sr. Trust Officer at Mechanics Bank, Retired
Industry Banking
Experience
Mechanics Bank December 2005 - Present
Union Bank of California October 2000 - December 2005
Skills
Trust Services, Wealth Management, Commercial Lending, Small Business Lending, Public Speaking, Banking, Estate Planning, Investment Management, Investments, Portfolio Management
Education
Golden Gate University, School of Law 1994 — 1997
Juris Doctorate, Law
Sonoma State University 1990 — 1993
Bachelor of Arts, Business Mgmt- Accounting, Cum Laude
Mechanics Bank December 2005 - Present
Union Bank of California October 2000 - December 2005
Skills
Trust Services, Wealth Management, Commercial Lending, Small Business Lending, Public Speaking, Banking, Estate Planning, Investment Management, Investments, Portfolio Management
Education
Golden Gate University, School of Law 1994 — 1997
Juris Doctorate, Law
Sonoma State University 1990 — 1993
Bachelor of Arts, Business Mgmt- Accounting, Cum Laude
Dhennis Sanchez's Union Bank of California Experience October 2007 - May 2010
Job Manager at E*TRADE Financial Corporation
Industry Banking
Experience
E*TRADE Financial Corporation November 2014 - Present
E*TRADE Financial May 2013 - Present
E*TRADE Financial December 2010 - May 2013
Yodlee August 2010 - December 2010
Union Bank of California October 2007 - May 2010
CashEdge May 2008 - November 2008
Washington Mutual November 2005 - March 2007
KeyPoint Credit Union October 2001 - October 2005
Wells Fargo August 2000 - October 2001
Skills
AML, Anti Money Laundering, Auditing, Bank Secrecy Act, Banking, Business Analysis, Credit, Due Diligence, Financial Risk, Financial Services, Fraud, Investigation, Leadership, Payments, Management, Process Improvement, Retail Banking, Risk Management, Training, USA PATRIOT Act
Education
De Anza College
E*TRADE Financial Corporation November 2014 - Present
E*TRADE Financial May 2013 - Present
E*TRADE Financial December 2010 - May 2013
Yodlee August 2010 - December 2010
Union Bank of California October 2007 - May 2010
CashEdge May 2008 - November 2008
Washington Mutual November 2005 - March 2007
KeyPoint Credit Union October 2001 - October 2005
Wells Fargo August 2000 - October 2001
Skills
AML, Anti Money Laundering, Auditing, Bank Secrecy Act, Banking, Business Analysis, Credit, Due Diligence, Financial Risk, Financial Services, Fraud, Investigation, Leadership, Payments, Management, Process Improvement, Retail Banking, Risk Management, Training, USA PATRIOT Act
Education
De Anza College
Kate Ventura's Union Bank of California Experience June 2004 - June 2008
Job Accounting Team Leader at BB&T Insurance Services Inc.
Industry Accounting
Experience
BB&T Insurance Services Inc. June 2008 - Present
Union Bank of California June 2004 - June 2008
Union Bank of California June 2002 - June 2004
Armstrong/Robitaille Insurance January 2001 - June 2002
Sawyer, Einhorn & Mandas 1995 - 1998
Kaiser Permanente 1990 - 1995
Skills
Accounts Payable, Payroll, Account Reconciliation, Accounting, Microsoft Excel, Microsoft Word, Team Leadership, General Ledger, Accounts Receivable, Management, Sales, Data Entry, Banking, Inventory Management, Financial Analysis, Leadership, Budgets, Account Management, Insurance
Education
Golden West College 1999 — 2000
AA, Mathematics
BB&T Insurance Services Inc. June 2008 - Present
Union Bank of California June 2004 - June 2008
Union Bank of California June 2002 - June 2004
Armstrong/Robitaille Insurance January 2001 - June 2002
Sawyer, Einhorn & Mandas 1995 - 1998
Kaiser Permanente 1990 - 1995
Skills
Accounts Payable, Payroll, Account Reconciliation, Accounting, Microsoft Excel, Microsoft Word, Team Leadership, General Ledger, Accounts Receivable, Management, Sales, Data Entry, Banking, Inventory Management, Financial Analysis, Leadership, Budgets, Account Management, Insurance
Education
Golden West College 1999 — 2000
AA, Mathematics
Ivan Georgiev's Union Bank of California Experience December 2000 - October 2005
Job Risk Assessment Specialist, VP at Commerzbank AG
Industry Banking
Experience
Commerzbank AG January 2014 - Present
BPD Bank December 2008 - November 2013
Israel Discount Bank of New York June 2006 - December 2008
Citigroup November 2005 - June 2006
Union Bank of California December 2000 - October 2005
Skills
OFAC, Risk Management, AML, Financial Risk, Bank Secrecy Act, Core Banking, KYC, Fraud, Banking, USA PATRIOT Act, Corporate Governance, Financial Services, Risk Assessment, Finance, Commercial Banking, Operational Risk..., Operational Risk, Securities, Loans, Private Investigations, Enterprise Risk..., Internal Audit, FCPA, Due Diligence, Anti Money Laundering, Credit, Regulations, Investigation, Financial Institutions, Transaction Processing, Credit Risk, Retail Banking, Sanction, Certified Anti-Money..., Financial Regulation, Commercial Lending, Credit Analysis, Small Business Lending, Internet Banking, Payments, Suspicious Activity..., Auditing, Private Banking, CDD, Trade Finance, ACH, Capital Markets, Portfolio Management, Fraud Detection, Analysis
Education
Mercy College 2004 — 2006
MS, Banking
University of National & World Economy 1981 — 1986
MS, International Business and Marketing
Commerzbank AG January 2014 - Present
BPD Bank December 2008 - November 2013
Israel Discount Bank of New York June 2006 - December 2008
Citigroup November 2005 - June 2006
Union Bank of California December 2000 - October 2005
Skills
OFAC, Risk Management, AML, Financial Risk, Bank Secrecy Act, Core Banking, KYC, Fraud, Banking, USA PATRIOT Act, Corporate Governance, Financial Services, Risk Assessment, Finance, Commercial Banking, Operational Risk..., Operational Risk, Securities, Loans, Private Investigations, Enterprise Risk..., Internal Audit, FCPA, Due Diligence, Anti Money Laundering, Credit, Regulations, Investigation, Financial Institutions, Transaction Processing, Credit Risk, Retail Banking, Sanction, Certified Anti-Money..., Financial Regulation, Commercial Lending, Credit Analysis, Small Business Lending, Internet Banking, Payments, Suspicious Activity..., Auditing, Private Banking, CDD, Trade Finance, ACH, Capital Markets, Portfolio Management, Fraud Detection, Analysis
Education
Mercy College 2004 — 2006
MS, Banking
University of National & World Economy 1981 — 1986
MS, International Business and Marketing
Michael Stambaugh, CFA's Union Bank of California Experience September 1997 - September 1999
Job Managing Director, Investments at The Alfred P. Sloan Foundation
Industry Financial Services
Experience
The Alfred P. Sloan Foundation April 2014 - Present
American University in Cairo October 2006 - April 2014
The Metropolitan Museum of Art January 2000 - October 2006
Union Bank of California September 1997 - September 1999
Sensormatic October 1996 - May 1997
Barnett Bank of Central Florida January 1991 - June 1995
Skills
Investment Strategies, Investment Management, Asset Allocation, Portfolio Management, Investments, Due Diligence, Endowments, Alternative Investments, Hedge Funds, Private Equity, Treasury Management, Credit Analysis, Foreign Exchange
Education
Pepperdine University 1994 — 1996
MBA, Finance
Florida State University
BS, Finance
The Alfred P. Sloan Foundation April 2014 - Present
American University in Cairo October 2006 - April 2014
The Metropolitan Museum of Art January 2000 - October 2006
Union Bank of California September 1997 - September 1999
Sensormatic October 1996 - May 1997
Barnett Bank of Central Florida January 1991 - June 1995
Skills
Investment Strategies, Investment Management, Asset Allocation, Portfolio Management, Investments, Due Diligence, Endowments, Alternative Investments, Hedge Funds, Private Equity, Treasury Management, Credit Analysis, Foreign Exchange
Education
Pepperdine University 1994 — 1996
MBA, Finance
Florida State University
BS, Finance
Jan Grywczynski's Union Bank of California Experience December 1988 - August 1991
Job President at Brownie Brittle, LLC
Industry Food & Beverages
Experience
Brownie Brittle, LLC December 2014 - Present
PhillySwirl April 2009 - November 2014
Genisoy Food Company April 2005 - April 2009
Nonni's Food Company April 1997 - March 2004
Nestle May 1993 - April 1997
Union Bank of California December 1988 - August 1991
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Marketing and Management of Organizations
Brownie Brittle, LLC December 2014 - Present
PhillySwirl April 2009 - November 2014
Genisoy Food Company April 2005 - April 2009
Nonni's Food Company April 1997 - March 2004
Nestle May 1993 - April 1997
Union Bank of California December 1988 - August 1991
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Marketing and Management of Organizations
Trung K Dinh's Union Bank of California Experience April 1999 - May 2000
Job Executive IT Director with Achievements Creating Successful Marketing Campaigns & Driving Business/Revenue Growth
Industry Information Technology and Services
Experience
Experian Marketing Services - Asia Pacific November 2011 - April 2015
Experian Marketing Services - North America January 2008 - November 2011
Acxiom Digital May 2004 - January 2008
Yesmail May 2000 - May 2004
Union Bank of California April 1999 - May 2000
Accenture February 1996 - April 1999
Skills
Email Marketing, Web Analytics, Database Marketing, CRM, Analytics, E-commerce, Digital Marketing, Management, Digital Strategy, Multi-channel Marketing, SaaS, Account Management, Online Advertising, Salesforce.com, Business Analysis, Project Management, Software Implementation, Cross Channel Marketing, Digital Marketing..., Experian, Acxiom, YesMail, Salesforce, Cost/Pricing Analysis, Financial Analysis, Competitive Analysis, Market Research, New Product Marketing, Branding/Positioning, New Business Development, Cross-Channel Marketing, Mobile Marketing
Education
George Mason University 1991 — 1995
BS, Management Information Systems
Experian Marketing Services - Asia Pacific November 2011 - April 2015
Experian Marketing Services - North America January 2008 - November 2011
Acxiom Digital May 2004 - January 2008
Yesmail May 2000 - May 2004
Union Bank of California April 1999 - May 2000
Accenture February 1996 - April 1999
Skills
Email Marketing, Web Analytics, Database Marketing, CRM, Analytics, E-commerce, Digital Marketing, Management, Digital Strategy, Multi-channel Marketing, SaaS, Account Management, Online Advertising, Salesforce.com, Business Analysis, Project Management, Software Implementation, Cross Channel Marketing, Digital Marketing..., Experian, Acxiom, YesMail, Salesforce, Cost/Pricing Analysis, Financial Analysis, Competitive Analysis, Market Research, New Product Marketing, Branding/Positioning, New Business Development, Cross-Channel Marketing, Mobile Marketing
Education
George Mason University 1991 — 1995
BS, Management Information Systems
Jeff Treene's Union Bank of California Experience 2013 - January 2014
Job Finance and Operational Risk Professional
Industry Financial Services
Experience
Union Bank of California 2013 - January 2014
Self Employed 2011 - 2014
JPMorgan Chase (formerly Washington Mutual) 2005 - 2009
Providian Financial 2004 - 2005
Fair Isaac 1998 - 2003
Sun Microsystems 1990 - 1997
Chemical Bank 1983 - 1987
Skills
Financial Analysis, Financial Modeling, Credit Cards, Forecasting, Pricing, Risk Management, Credit Risk, Process Improvement, Strategic Planning, Vendor Management, Financial Reporting, Outsourcing, Budget Management, Corporate Finance, Leadership, Finance, Budgets
Education
Duke University - The Fuqua School of Business 1987 — 1989
MBA, Finance
Colgate University 1979 — 1983
BA, Economics, Geology
Union Bank of California 2013 - January 2014
Self Employed 2011 - 2014
JPMorgan Chase (formerly Washington Mutual) 2005 - 2009
Providian Financial 2004 - 2005
Fair Isaac 1998 - 2003
Sun Microsystems 1990 - 1997
Chemical Bank 1983 - 1987
Skills
Financial Analysis, Financial Modeling, Credit Cards, Forecasting, Pricing, Risk Management, Credit Risk, Process Improvement, Strategic Planning, Vendor Management, Financial Reporting, Outsourcing, Budget Management, Corporate Finance, Leadership, Finance, Budgets
Education
Duke University - The Fuqua School of Business 1987 — 1989
MBA, Finance
Colgate University 1979 — 1983
BA, Economics, Geology
Norman Coker's Union Bank of California Experience 1975 - 1999
Job Senior Vice President at U.S. Bank
Industry Banking
Experience
US Bank November 2007 - Present
U. S. Bank 2007 - Present
BNY Capital Markets, Inc. August 1999 - June 2007
The Bank of New York/Mellon 1999 - 2007
Union Bank of California 1975 - 1999
Union Bank 1975 - 1999
Skills
Series 7, Commercial Lending, Credit Analysis, Capital Markets, Commercial Banking, Portfolio Management, Corporate Finance, Loans, Structured Finance, Credit, Banking, Bonds, Fixed Income
Education
Harvard Business School 1973 — 1975
MBA
University of Virginia 1966 — 1970
B.A., History
US Bank November 2007 - Present
U. S. Bank 2007 - Present
BNY Capital Markets, Inc. August 1999 - June 2007
The Bank of New York/Mellon 1999 - 2007
Union Bank of California 1975 - 1999
Union Bank 1975 - 1999
Skills
Series 7, Commercial Lending, Credit Analysis, Capital Markets, Commercial Banking, Portfolio Management, Corporate Finance, Loans, Structured Finance, Credit, Banking, Bonds, Fixed Income
Education
Harvard Business School 1973 — 1975
MBA
University of Virginia 1966 — 1970
B.A., History
Jack Rice's Union Bank of California Experience 1990 - 2009
Job Retired Bank Executive
Industry Banking
Experience
Union Bank of California 1990 - 2009
Union Bank 1990 - 2009
Riyad Bank 1989 - 1990
Education
Fordham Gabelli School of Business 1972 — 1975
Union Bank of California 1990 - 2009
Union Bank 1990 - 2009
Riyad Bank 1989 - 1990
Education
Fordham Gabelli School of Business 1972 — 1975
Chris Von Holt's Union Bank of California Experience January 2007 - Present
Job Accomplished Results Focused BSA / AML and Fraud Prevention Manager
Industry Banking
Experience
Union Bank of California January 2007 - Present
Greater Bay Bank May 2005 - December 2006
U.S. Secret Service December 1983 - May 2005
Skills
Bank Secrecy Act, Fraud Investigations, Investigations, Physical Security, Executive Protection, AML, OFAC, Risk, Risk Assessment, Risk Management, Investigation, Training, Enterprise Risk..., Certified Fraud Examiner, Security Management, Security, Criminal Investigations, Security Operations, Financial Institutions, Crisis Management, Background Checks, Business Continuity, Financial Risk, Counterterrorism, Policy, Operational Risk, Corporate Security, Fraud, Private Investigations, KYC, Operational Risk..., Due Diligence, USA PATRIOT Act, Enforcement, Risk Analysis, Internal Investigations, Surveillance, Law Enforcement, Anti Money Laundering
Education
Golden Gate University, School of Law 1978 — 1980
JD, Law
University of San Francisco 1974 — 1977
BA, American History (United States)
Union Bank of California January 2007 - Present
Greater Bay Bank May 2005 - December 2006
U.S. Secret Service December 1983 - May 2005
Skills
Bank Secrecy Act, Fraud Investigations, Investigations, Physical Security, Executive Protection, AML, OFAC, Risk, Risk Assessment, Risk Management, Investigation, Training, Enterprise Risk..., Certified Fraud Examiner, Security Management, Security, Criminal Investigations, Security Operations, Financial Institutions, Crisis Management, Background Checks, Business Continuity, Financial Risk, Counterterrorism, Policy, Operational Risk, Corporate Security, Fraud, Private Investigations, KYC, Operational Risk..., Due Diligence, USA PATRIOT Act, Enforcement, Risk Analysis, Internal Investigations, Surveillance, Law Enforcement, Anti Money Laundering
Education
Golden Gate University, School of Law 1978 — 1980
JD, Law
University of San Francisco 1974 — 1977
BA, American History (United States)
Kashmira Bhathena's Union Bank of California Experience May 2004 - June 2005
Job Asst. Controller Accounting & Analysis at Robert Half International
Industry Accounting
Experience
Robert Half International June 2005 - Present
Union Bank of California May 2004 - June 2005
Real Time Solutions February 1998 - January 2004
Banque Nationale De Paris February 1995 - October 1997
A F Ferguson & Co August 1991 - January 1995
Skills
Subledger and GL..., Financial Analysis, Financial Reporting, Revenue Recognition, Technical accounting..., Internal Controls, Identifying Process..., Auditing, Sarbanes-Oxley Act, PeopleSoft, Budgeting and...
Education
Institute of Certified Public Accountants 1999 — 1999
CPA, Accounting
Institute of Chartered Accountants of India 1992 — 1994
Chartered Accountant, Accounting
Institute of Cost and Works Accountants of India - ICWAI 1987 — 1991
Cost & Works Accountant, Cost & Management Accounting
University of Mumbai 1987 — 1991
B.A - Acctg & Economics, Accounting & Economics
Robert Half International June 2005 - Present
Union Bank of California May 2004 - June 2005
Real Time Solutions February 1998 - January 2004
Banque Nationale De Paris February 1995 - October 1997
A F Ferguson & Co August 1991 - January 1995
Skills
Subledger and GL..., Financial Analysis, Financial Reporting, Revenue Recognition, Technical accounting..., Internal Controls, Identifying Process..., Auditing, Sarbanes-Oxley Act, PeopleSoft, Budgeting and...
Education
Institute of Certified Public Accountants 1999 — 1999
CPA, Accounting
Institute of Chartered Accountants of India 1992 — 1994
Chartered Accountant, Accounting
Institute of Cost and Works Accountants of India - ICWAI 1987 — 1991
Cost & Works Accountant, Cost & Management Accounting
University of Mumbai 1987 — 1991
B.A - Acctg & Economics, Accounting & Economics
Carol Kruckenberg's Union Bank of California Experience April 1983 - April 1994
Job Realtor at Village Properties
Industry Real Estate
Experience
Village Properties October 2003 - Present
Union Bank of California April 1983 - April 1994
Education
Cleveland State University 1970 — 1974
Biology/Chemistry
Village Properties October 2003 - Present
Union Bank of California April 1983 - April 1994
Education
Cleveland State University 1970 — 1974
Biology/Chemistry
Lavanya Gade's Union Bank of California Experience January 2006 - September 2010
Job Vice President, Systems Manager at Union Bank
Industry Banking
Experience
Union Bank March 2014 - Present
Union Bank September 2010 - Present
Union Bank of California January 2006 - September 2010
Ameriquest Capital Group January 2004 - December 2005
Skills
Informatica, Data Warehousing, SDLC, PL/SQL, Oracle, SQL, SOA, Agile Methodologies, Unix, Data Modeling, Business Intelligence, Requirements Analysis, Microsoft SQL Server, Business Analysis, Integration, Unix Shell Scripting, Visio, Software Project..., ETL, Enterprise Architecture, DB2
Education
Kakatiya University 1999 — 1999
MCA, Computers
Union Bank March 2014 - Present
Union Bank September 2010 - Present
Union Bank of California January 2006 - September 2010
Ameriquest Capital Group January 2004 - December 2005
Skills
Informatica, Data Warehousing, SDLC, PL/SQL, Oracle, SQL, SOA, Agile Methodologies, Unix, Data Modeling, Business Intelligence, Requirements Analysis, Microsoft SQL Server, Business Analysis, Integration, Unix Shell Scripting, Visio, Software Project..., ETL, Enterprise Architecture, DB2
Education
Kakatiya University 1999 — 1999
MCA, Computers
Shelley Abbott-Ackerman's Union Bank of California Experience October 1980 - April 2008
Job Computer Networking Professional
Industry Hospitality
Experience
High Hand Staffing January 2012 - Present
Union Bank of California October 1980 - April 2008
Skills
Troubleshooting, Customer Service, Network Security, Cisco Technologies, Help Desk Support, Lotus Notes, Outlook, Network Administration, Vendor Management, Call Centers, Operating Systems, Telephone Skills, Technical Support, Networking, Security, Computer Hardware, Disaster Recovery
Education
Contra Costa College 1979 — 1981
Business English/Computers
Santa Rosa Junior College/Petaluma Campus
Business/Corporate Communications
High Hand Staffing January 2012 - Present
Union Bank of California October 1980 - April 2008
Skills
Troubleshooting, Customer Service, Network Security, Cisco Technologies, Help Desk Support, Lotus Notes, Outlook, Network Administration, Vendor Management, Call Centers, Operating Systems, Telephone Skills, Technical Support, Networking, Security, Computer Hardware, Disaster Recovery
Education
Contra Costa College 1979 — 1981
Business English/Computers
Santa Rosa Junior College/Petaluma Campus
Business/Corporate Communications
Rebecca Daro's Union Bank of California Experience November 2008 - March 2009
Job Director, Office of Strategy Management
Industry Management Consulting
Experience
University of California, San Francisco August 2009 - Present
Union Bank of California November 2008 - March 2009
Hutchinson Capital Management September 2004 - September 2007
Balanced Scorecard Collaborative 2001 - 2002
Renaissance Worldwide 1993 - 1999
General Electric Capital Corporation 1988 - 1991
Skills
Balanced Scorecard, Strategic Planning, Business Strategy, Performance Management, Program Management, Business Analysis, Business Planning, Project Management, Project Planning, Process Improvement, Financial Analysis, Competitive Analysis, Leadership, Strategy, Management Consulting
Education
Harvard Business School 1991 — 1993
MBA, Business Administration
Marquette University 1984 — 1988
BS, Finance major, French minor
University of California, San Francisco August 2009 - Present
Union Bank of California November 2008 - March 2009
Hutchinson Capital Management September 2004 - September 2007
Balanced Scorecard Collaborative 2001 - 2002
Renaissance Worldwide 1993 - 1999
General Electric Capital Corporation 1988 - 1991
Skills
Balanced Scorecard, Strategic Planning, Business Strategy, Performance Management, Program Management, Business Analysis, Business Planning, Project Management, Project Planning, Process Improvement, Financial Analysis, Competitive Analysis, Leadership, Strategy, Management Consulting
Education
Harvard Business School 1991 — 1993
MBA, Business Administration
Marquette University 1984 — 1988
BS, Finance major, French minor
Christina Channing's Union Bank of California Experience August 2004 - April 2005
Job Senior Underwriter for US Department of Housing and Urban Development
Industry Government Relations
Experience
US Department of Housing and Urban Development September 2011 - Present
Bank of America Home Loans June 2010 - August 2011
Pulte Mortgage August 2009 - June 2010
Taylor, Bean & Whitaker April 2006 - August 2009
nBank April 2005 - April 2006
Union Bank of California August 2004 - April 2005
Skills
Mortgage Lending, Mortgage Banking, Residential Mortgages, Residential Homes, FHA, Refinance, Loan Origination, USDA, Mortgage Underwriting, Loans, Credit, Underwriting, Loss Mitigation, Credit Analysis, FHA financing, Credit Risk, Investment Properties, Foreclosures
Education
Metropolitan State College of Denver
US Department of Housing and Urban Development September 2011 - Present
Bank of America Home Loans June 2010 - August 2011
Pulte Mortgage August 2009 - June 2010
Taylor, Bean & Whitaker April 2006 - August 2009
nBank April 2005 - April 2006
Union Bank of California August 2004 - April 2005
Skills
Mortgage Lending, Mortgage Banking, Residential Mortgages, Residential Homes, FHA, Refinance, Loan Origination, USDA, Mortgage Underwriting, Loans, Credit, Underwriting, Loss Mitigation, Credit Analysis, FHA financing, Credit Risk, Investment Properties, Foreclosures
Education
Metropolitan State College of Denver
Angela Quaresma's Union Bank of California Experience September 1997 - March 2003
Job
Industry Banking
Experience
River City Bank December 2012 - July 2015
BBVA April 2003 - October 2012
Union bank of California September 1997 - March 2003
Skills
Microsoft Office, Management, Sales, Leadership, Training, Microsoft Word, Customer Service, Banking, English, Operations Management, Customer Satisfaction, Research, Time Management, Finance, Teamwork
Education
Cosumnes River College 1994 — 1996
Galt high 1990 — 1994
River City Bank December 2012 - July 2015
BBVA April 2003 - October 2012
Union bank of California September 1997 - March 2003
Skills
Microsoft Office, Management, Sales, Leadership, Training, Microsoft Word, Customer Service, Banking, English, Operations Management, Customer Satisfaction, Research, Time Management, Finance, Teamwork
Education
Cosumnes River College 1994 — 1996
Galt high 1990 — 1994
Dana Pachulski's Union Bank of California Experience 1995 - 1999
Job Philanthropist
Industry Philanthropy
Experience
Zimmer Museum 2011 - Present
City of Hope 1998 - 2005
Arthritis Foundation 1997 - 1999
Union Bank of California 1995 - 1999
Skills
Fundraising, Non-profits, Social Media, Public Speaking, Community Outreach, Nonprofits, Strategic Communications, Politics, Media Relations, Public Relations, Event Planning, Volunteer Management, Public Policy
Education
Loyola Marymount University 1985 — 1991
B.S. Economics
Zimmer Museum 2011 - Present
City of Hope 1998 - 2005
Arthritis Foundation 1997 - 1999
Union Bank of California 1995 - 1999
Skills
Fundraising, Non-profits, Social Media, Public Speaking, Community Outreach, Nonprofits, Strategic Communications, Politics, Media Relations, Public Relations, Event Planning, Volunteer Management, Public Policy
Education
Loyola Marymount University 1985 — 1991
B.S. Economics
Fariba Thomas's Union Bank of California Experience January 2004 - September 2010
Job Private Client Banker at JPMorgan Chase
Industry Banking
Experience
Union Bank of California January 2004 - September 2010
Life Investors /Bankers United Insurance September 1987 - January 1998
Skills
Customer Retention, Leadership, Sales Management, Small Business Lending, Branch Banking, Customer Satisfaction, Goal Oriented, Customer Service, Staff Development, Staff Management, CRM, Loans, Customer Acquisition, Cross Selling, Selling, Consumer Lending, Mortgage Lending, Client Acquisition, Client Retention, Client Relationship..., Increasing Revenue, Customer Relations, Team Motivator, Consultative Selling, Management
Education
Loretto Heights University
Liberal Arts and Sciences/Liberal Studies
Union Bank of California January 2004 - September 2010
Life Investors /Bankers United Insurance September 1987 - January 1998
Skills
Customer Retention, Leadership, Sales Management, Small Business Lending, Branch Banking, Customer Satisfaction, Goal Oriented, Customer Service, Staff Development, Staff Management, CRM, Loans, Customer Acquisition, Cross Selling, Selling, Consumer Lending, Mortgage Lending, Client Acquisition, Client Retention, Client Relationship..., Increasing Revenue, Customer Relations, Team Motivator, Consultative Selling, Management
Education
Loretto Heights University
Liberal Arts and Sciences/Liberal Studies
Jan Ivey's Union Bank of California Experience March 2006 - October 2006
Job
Industry Real Estate
Experience
Weston Investment Co., LLC February 2007 - Present
Union Bank of California March 2006 - October 2006
Miller Paint Company May 1998 - October 2005
Education
Marylhurst University 2001 — 2005
no, Organizational Communication
Weston Investment Co., LLC February 2007 - Present
Union Bank of California March 2006 - October 2006
Miller Paint Company May 1998 - October 2005
Education
Marylhurst University 2001 — 2005
no, Organizational Communication
Chris Russo Residential Lending Expert.'s Union Bank of California Experience October 2001 - February 2003
Job Mortgage Advisor at Emery Financial
Industry Banking
Experience
Emery Financial Group a division of WJ Bradley November 2013 - Present
Prime Lending January 2011 - November 2013
Bank of America Home Loans April 2009 - January 2011
Countrywide Home Loans July 2005 - April 2009
Unitrust Mortgage inc. February 2003 - July 2005
Union Bank of California October 2001 - February 2003
JP Morgan Chase / Chase H&Q November 1999 - May 2001
Skills
Mortgage Banker, Construction Lending..., FHA, Mortgage Lending, Refinance, Loan Origination, Loans, Residential Mortgages, FHA financing, VA loans, Credit, First Time Home Buyers, Underwriting, Investment Properties, Real Estate, Construction Loans, Sales, Investment Banking, Investment, Foreign Investment, Credit Analysis, Credit Scoring, Lines Of Credit, Jumbo Mortgage, Short Sales, Home Equity Loans, Government Loans, Mortgage Underwriting, Ice Hockey, Baseball, Martial Arts, Credit Repair, Tax Return Analysis, Real Estate Transactions, Tax, Non-Conforming, Real Estate Economics, Real Estate Financing, REO
Education
Fairfield University 1995 — 1999
BA, Marketing
Trinity Catholic High School 1991 — 1995
High School Diploma, General Studies, Diploma
Emery Financial Group a division of WJ Bradley November 2013 - Present
Prime Lending January 2011 - November 2013
Bank of America Home Loans April 2009 - January 2011
Countrywide Home Loans July 2005 - April 2009
Unitrust Mortgage inc. February 2003 - July 2005
Union Bank of California October 2001 - February 2003
JP Morgan Chase / Chase H&Q November 1999 - May 2001
Skills
Mortgage Banker, Construction Lending..., FHA, Mortgage Lending, Refinance, Loan Origination, Loans, Residential Mortgages, FHA financing, VA loans, Credit, First Time Home Buyers, Underwriting, Investment Properties, Real Estate, Construction Loans, Sales, Investment Banking, Investment, Foreign Investment, Credit Analysis, Credit Scoring, Lines Of Credit, Jumbo Mortgage, Short Sales, Home Equity Loans, Government Loans, Mortgage Underwriting, Ice Hockey, Baseball, Martial Arts, Credit Repair, Tax Return Analysis, Real Estate Transactions, Tax, Non-Conforming, Real Estate Economics, Real Estate Financing, REO
Education
Fairfield University 1995 — 1999
BA, Marketing
Trinity Catholic High School 1991 — 1995
High School Diploma, General Studies, Diploma
Liam Woods-Smith's Union Bank of California Experience March 2002 - May 2002
Job Campaign Consultant
Industry Political Organization
Experience
Advance your own personal paradigm. June 2014 - Present
Welty for School Board July 2013 - November 2013
Walker for Supervisor September 2010 - November 2010
Campos for Supervisor June 2008 - November 2008
Daly for Supervisor June 2008 - November 2008
Keefer for Congress August 2006 - November 2006
Union Bank of California March 2002 - May 2002
Department of Labor, Employment and Training Administration January 2001 - October 2001
Field Research Services January 1999 - September 2000
Ammiano for Mayor June 1999 - November 1999
Skills
Volunteer Management, Research, Political Campaigns, Public Speaking, Data Entry, Strategic Communications, Public Relations, Editing, Writing, Office Assistant, Assistant Manager, Politics, Community Outreach
Education
Hibbing Community College-A Technical and Community College 1990 — 1992
Associate's degree., Political Science and Government, 3.8.
University of Minnesota-Twin Cities 1991 — 1991
Political Science, History, 3.3
Mt. Iron-Buhl High School 1987 — 1991
High School Diploma, General Education, 3.8
Advance your own personal paradigm. June 2014 - Present
Welty for School Board July 2013 - November 2013
Walker for Supervisor September 2010 - November 2010
Campos for Supervisor June 2008 - November 2008
Daly for Supervisor June 2008 - November 2008
Keefer for Congress August 2006 - November 2006
Union Bank of California March 2002 - May 2002
Department of Labor, Employment and Training Administration January 2001 - October 2001
Field Research Services January 1999 - September 2000
Ammiano for Mayor June 1999 - November 1999
Skills
Volunteer Management, Research, Political Campaigns, Public Speaking, Data Entry, Strategic Communications, Public Relations, Editing, Writing, Office Assistant, Assistant Manager, Politics, Community Outreach
Education
Hibbing Community College-A Technical and Community College 1990 — 1992
Associate's degree., Political Science and Government, 3.8.
University of Minnesota-Twin Cities 1991 — 1991
Political Science, History, 3.3
Mt. Iron-Buhl High School 1987 — 1991
High School Diploma, General Education, 3.8
Adrian Khaing's Union Bank of California Experience June 2005 - September 2008
Job Accountant at SkyZone Entertainment
Industry Entertainment
Experience
SkyZone Entertainment March 2013 - Present
Drais Hollywood August 2011 - December 2012
Revolution Grp September 2008 - June 2011
Union Bank of California June 2005 - September 2008
Skills
Microsoft Excel, Budgets, Accounting, Accounts Payable, Financial Reporting, Microsoft Word, QuickBooks, Microsoft Office, Accounts Receivable, General Ledger, Financial Analysis, PowerPoint
Education
DeVry University-California 2012 — 2013
Bachelor's degree, Technical Management/ Accountant
East Los Angeles College 2008 — 2012
Accounting and Finance
SkyZone Entertainment March 2013 - Present
Drais Hollywood August 2011 - December 2012
Revolution Grp September 2008 - June 2011
Union Bank of California June 2005 - September 2008
Skills
Microsoft Excel, Budgets, Accounting, Accounts Payable, Financial Reporting, Microsoft Word, QuickBooks, Microsoft Office, Accounts Receivable, General Ledger, Financial Analysis, PowerPoint
Education
DeVry University-California 2012 — 2013
Bachelor's degree, Technical Management/ Accountant
East Los Angeles College 2008 — 2012
Accounting and Finance
Joy Olgyay's Union Bank of California Experience June 1988 - December 1996
Job retired
Industry Financial Services
Experience
Self-employed May 2010 - Present
University of Economics, Bratislava September 2008 - April 2010
Umpqua Bank July 2005 - February 2007
The Baobab Group June 2004 - March 2005
Otter Marketing,LLC March 2000 - September 2001
Silicon Valley Bank January 1997 - March 2000
Union Bank of California June 1988 - December 1996
Pacific Presbyterian Medical Center June 1986 - March 1988
The Crocker Bank February 1983 - June 1986
George Vare and Associates September 1981 - January 1983
Skills
Banking, Deferred Compensation, Budgets
Education
Golden Gate University
Master of Business Administration (M.B.A.), Finance
Goucher College
Universite de Paris IV
diplome de langue et civilization francaise
Self-employed May 2010 - Present
University of Economics, Bratislava September 2008 - April 2010
Umpqua Bank July 2005 - February 2007
The Baobab Group June 2004 - March 2005
Otter Marketing,LLC March 2000 - September 2001
Silicon Valley Bank January 1997 - March 2000
Union Bank of California June 1988 - December 1996
Pacific Presbyterian Medical Center June 1986 - March 1988
The Crocker Bank February 1983 - June 1986
George Vare and Associates September 1981 - January 1983
Skills
Banking, Deferred Compensation, Budgets
Education
Golden Gate University
Master of Business Administration (M.B.A.), Finance
Goucher College
Universite de Paris IV
diplome de langue et civilization francaise
Arthur Tran's Union Bank of California Experience 2006 - 2006
Job Banking Professional
Industry Banking
Experience
Union Bank of California 2006 - 2006
Wells Fargo January 2002 - November 2004
Skills
Clarity, Focus and..., Creative Learner and...
Education
College of Alameda 2012 — 2013
Associate of Arts and Sciences (A.A.S.), Business/Managerial Economics, 3.0
College of Alameda
Business
Sunset Adult School
High School Diploma
Union Bank of California 2006 - 2006
Wells Fargo January 2002 - November 2004
Skills
Clarity, Focus and..., Creative Learner and...
Education
College of Alameda 2012 — 2013
Associate of Arts and Sciences (A.A.S.), Business/Managerial Economics, 3.0
College of Alameda
Business
Sunset Adult School
High School Diploma
Stephanie Matua's Union Bank of California Experience November 1990 - December 2000
Job Secretary at HBUHSD
Industry Education Management
Experience
HBUHSD December 1999 - Present
Union Bank of California November 1990 - December 2000
Skills
Customer Service, Microsoft Office, Outlook, Microsoft Excel, Administrative..., Research, Administrative..., Teaching, Strategic Planning, Public Speaking, Event Planning, Leadership, Nonprofits, Community Outreach
Education
Golden West College 1981 — 1982
Accounting, B
HBUHSD December 1999 - Present
Union Bank of California November 1990 - December 2000
Skills
Customer Service, Microsoft Office, Outlook, Microsoft Excel, Administrative..., Research, Administrative..., Teaching, Strategic Planning, Public Speaking, Event Planning, Leadership, Nonprofits, Community Outreach
Education
Golden West College 1981 — 1982
Accounting, B
Vanessa Corona's Union Bank of California Experience October 2010 - January 2011
Job Student at East Los Angeles College
Industry
Experience
Union Bank of California October 2010 - January 2011
Skills
Culinary Skills, Microsoft Word, Microsoft Office, Microsoft Excel, Bilingual-English/Spanis..., Dog Walking
Education
East Los Angeles College 2012 — 2014
Schurr High School 2008 — 2012
High School Diploma, High School/Secondary Diplomas and Certificates
East Los Angeles Community College
High School Diploma, General Education
Schurr High School
Union Bank of California October 2010 - January 2011
Skills
Culinary Skills, Microsoft Word, Microsoft Office, Microsoft Excel, Bilingual-English/Spanis..., Dog Walking
Education
East Los Angeles College 2012 — 2014
Schurr High School 2008 — 2012
High School Diploma, High School/Secondary Diplomas and Certificates
East Los Angeles Community College
High School Diploma, General Education
Schurr High School