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
Leah Wachna Leah Wachna's Union Bank of California Experience November 2005 - July 2006
Job Social Media Specialist at Green Flash Brewing Co.
Industry Food & Beverages
Experience
Green Flash Brewing Co. September 2013 - Present
She Likes Beer March 2010 - Present
She Likes Beer March 2010 - Present
A7D Creative Group INC. June 2012 - September 2013
Pite Duncan, LLP February 2012 - June 2012
Point Loma Credit Union 2006 - 2012
Union Bank of California November 2005 - July 2006
Union Bank of California June 2005 - November 2005
Union Bank of California July 2003 - July 2004
Union Bank of California December 2002 - July 2003
Skills
Social Media, Social Media Marketing, Craft Beer, Creative Writing, Customer Service, Social Networking, Microsoft Word, Blogging, Event Management, Real Estate, Adobe Creative Suite, Email Marketing, Training, Marketing Strategy, Press Releases, Facebook, Management, Sales, Event Planning, Brand Development, Marketing
Education
National University
Bachelor of Arts (B.A.), Digital Communication and Media/Multimedia
North Dakota State University
San Diego Mesa College
Green Flash Brewing Co. September 2013 - Present
She Likes Beer March 2010 - Present
She Likes Beer March 2010 - Present
A7D Creative Group INC. June 2012 - September 2013
Pite Duncan, LLP February 2012 - June 2012
Point Loma Credit Union 2006 - 2012
Union Bank of California November 2005 - July 2006
Union Bank of California June 2005 - November 2005
Union Bank of California July 2003 - July 2004
Union Bank of California December 2002 - July 2003
Skills
Social Media, Social Media Marketing, Craft Beer, Creative Writing, Customer Service, Social Networking, Microsoft Word, Blogging, Event Management, Real Estate, Adobe Creative Suite, Email Marketing, Training, Marketing Strategy, Press Releases, Facebook, Management, Sales, Event Planning, Brand Development, Marketing
Education
National University
Bachelor of Arts (B.A.), Digital Communication and Media/Multimedia
North Dakota State University
San Diego Mesa College
Aaron Riveroll Aaron Riveroll's Union Bank of California Experience February 2003 - August 2005
Job Mortgage Professional
Industry Financial Services
Experience
San Diego Funding July 2015 - Present
Aaron Riveroll Photography April 2005 - Present
Union Bank October 2012 - October 2014
JPMorgan Chase April 2011 - October 2012
Nice Guy Society, Inc NGS Media April 2005 - January 2010
JPMorgan Chase July 2009 - December 2009
Washington Mutual August 2005 - November 2007
Union Bank of California February 2003 - August 2005
Point Loma Nazarene University August 1998 - May 2002
Skills
Visio, Credit Analysis
Education
Point Loma Nazarene University 1998 — 2002
BA, Music
San Diego Funding July 2015 - Present
Aaron Riveroll Photography April 2005 - Present
Union Bank October 2012 - October 2014
JPMorgan Chase April 2011 - October 2012
Nice Guy Society, Inc NGS Media April 2005 - January 2010
JPMorgan Chase July 2009 - December 2009
Washington Mutual August 2005 - November 2007
Union Bank of California February 2003 - August 2005
Point Loma Nazarene University August 1998 - May 2002
Skills
Visio, Credit Analysis
Education
Point Loma Nazarene University 1998 — 2002
BA, Music
Victor H Vizcaino, CAMS. Victor H Vizcaino, CAMS.'s Union Bank of California Experience 1999 - 2003
Job Assistant Vice President Investigator/Risk Liaison Compliance Department at IDB Bank
Industry Financial Services
Experience
IDB Bank April 2012 - Present
BNY Mellon August 2011 - April 2012
Travelex Currency Services November 2010 - August 2011
Habib Bank Limited November 2006 - November 2010
Habib Bank Limited November 2003 - October 2006
Union Bank of California 1999 - 2003
Skills
AML, USA PATRIOT Act, Economic Sanctions, Risk Management, Banking, OFAC, Bank Secrecy Act, Operational Risk, Due Diligence, Payments, Internal Audit, KYC, Fraud, Private Investigations, Financial Risk
Education
Queens College 2005 — 2010
B.A., Psychology
IDB Bank April 2012 - Present
BNY Mellon August 2011 - April 2012
Travelex Currency Services November 2010 - August 2011
Habib Bank Limited November 2006 - November 2010
Habib Bank Limited November 2003 - October 2006
Union Bank of California 1999 - 2003
Skills
AML, USA PATRIOT Act, Economic Sanctions, Risk Management, Banking, OFAC, Bank Secrecy Act, Operational Risk, Due Diligence, Payments, Internal Audit, KYC, Fraud, Private Investigations, Financial Risk
Education
Queens College 2005 — 2010
B.A., Psychology
Jonathan Weil Jonathan Weil's Union Bank of California Experience June 2008 - September 2008
Job Senior Consultant at Deloitte Consulting
Industry Information Technology and Services
Experience
Deloitte Consulting February 2010 - Present
Raiseline Ventures LLC August 2009 - December 2009
Self-Employed December 2003 - December 2009
DIRECTV May 2009 - August 2009
Viterbi School of Engineering January 2008 - May 2009
Union Bank of California June 2008 - September 2008
MiraCosta College August 2006 - May 2007
Morgan Stanley June 2006 - August 2006
Skills
Business Intelligence, Data Analysis, Project Management, SQL, Data Warehousing, Strategy, Process Improvement, Management Consulting, Information Management, Professional Networking, Data Management, Cognos, Performance Management, Predictive Analytics, Forecasting, SAP BusinessObjects, OFSAA, IBM BFMDW, Dashboards, Key Performance..., Reporting & Analysis, Team Management, Change Management, Project Execution, Presentation Development, Community Service
Education
University of Southern California - Marshall School of Business 2007 — 2009
BS, Business Administration
MiraCosta College 2005 — 2007
Deloitte Consulting February 2010 - Present
Raiseline Ventures LLC August 2009 - December 2009
Self-Employed December 2003 - December 2009
DIRECTV May 2009 - August 2009
Viterbi School of Engineering January 2008 - May 2009
Union Bank of California June 2008 - September 2008
MiraCosta College August 2006 - May 2007
Morgan Stanley June 2006 - August 2006
Skills
Business Intelligence, Data Analysis, Project Management, SQL, Data Warehousing, Strategy, Process Improvement, Management Consulting, Information Management, Professional Networking, Data Management, Cognos, Performance Management, Predictive Analytics, Forecasting, SAP BusinessObjects, OFSAA, IBM BFMDW, Dashboards, Key Performance..., Reporting & Analysis, Team Management, Change Management, Project Execution, Presentation Development, Community Service
Education
University of Southern California - Marshall School of Business 2007 — 2009
BS, Business Administration
MiraCosta College 2005 — 2007
Amanda Kellogg Amanda Kellogg's Union Bank of California Experience March 2011 - July 2012
Job SBA Loan Coordinator Self Employed
Industry Banking
Experience
Self Employed July 2012 - Present
Union Bank of California March 2011 - July 2012
One West Bank April 2005 - November 2010
Cal Pacific Mortgage June 2002 - May 2004
Washington Mutual Bank February 2000 - June 2002
Skills
Loans, Finance, Real Estate, Accounts Payable, Credit, Mortgage Lending, Banking, Credit Analysis, Insurance, Small Business Lending, Commercial Banking, Consumer Lending
Education
California State University 1999 — 2002
Bachelor of Science, Finance
Palomar College 1996 — 1999
Associates Degree, emphasis in Accounting
Self Employed July 2012 - Present
Union Bank of California March 2011 - July 2012
One West Bank April 2005 - November 2010
Cal Pacific Mortgage June 2002 - May 2004
Washington Mutual Bank February 2000 - June 2002
Skills
Loans, Finance, Real Estate, Accounts Payable, Credit, Mortgage Lending, Banking, Credit Analysis, Insurance, Small Business Lending, Commercial Banking, Consumer Lending
Education
California State University 1999 — 2002
Bachelor of Science, Finance
Palomar College 1996 — 1999
Associates Degree, emphasis in Accounting
Farrell Soltan Farrell Soltan's Union Bank of California Experience September 2006 - November 2008
Job Vice President and Sr Project Manager at Union Bank
Industry Financial Services
Experience
Union Bank June 2013 - Present
M-Squared Consulting, Inc. August 2011 - May 2013
Soltanco August 2008 - August 2011
Union Bank of California September 2006 - November 2008
Aames Capital Corporation / Aames Home Loan December 2001 - September 2006
Resources Global Professionals April 2001 - December 2001
Indymac Bank October 1999 - March 2001
Transamerica January 1996 - October 1999
GE Capital September 1996 - October 1996
Fidelity Federal Bank & Trust 1989 - September 1996
Skills
Financial Modeling, Analysis, Financial Analysis, Finance, Management, Project Management, Financial Services, Strategic Financial..., Banking, Strategic Planning, Leadership, Mergers, Benchmarking, CO-PA, Key Performance..., Essbase, Risk Management, Portfolio Management, Access, Appraisals, Investment Properties, Property Management, Operations Research, Process Improvement, Middle Market Lending, Cost Benefit, Microsoft Excel, Microsoft Project, Profitability Analysis, OLAP, Data Warehousing, Technology Platform..., Contract Negotiation, Vendor Management, Outsourcing, Disaster Recovery, Transfer Pricing, Due Diligence, Activity Based Costing, Capital Budgeting, Operating Budgets, Planning Budgeting &..., Fixed Asset Management, Organizational..., SOX Compliancy
Education
San Diego State University-California State University 1980 — 1983
MBA, Finance / Marketing
University of California, San Diego 1976 — 1980
BA, Cultural Anthropology / Economics
Union Bank June 2013 - Present
M-Squared Consulting, Inc. August 2011 - May 2013
Soltanco August 2008 - August 2011
Union Bank of California September 2006 - November 2008
Aames Capital Corporation / Aames Home Loan December 2001 - September 2006
Resources Global Professionals April 2001 - December 2001
Indymac Bank October 1999 - March 2001
Transamerica January 1996 - October 1999
GE Capital September 1996 - October 1996
Fidelity Federal Bank & Trust 1989 - September 1996
Skills
Financial Modeling, Analysis, Financial Analysis, Finance, Management, Project Management, Financial Services, Strategic Financial..., Banking, Strategic Planning, Leadership, Mergers, Benchmarking, CO-PA, Key Performance..., Essbase, Risk Management, Portfolio Management, Access, Appraisals, Investment Properties, Property Management, Operations Research, Process Improvement, Middle Market Lending, Cost Benefit, Microsoft Excel, Microsoft Project, Profitability Analysis, OLAP, Data Warehousing, Technology Platform..., Contract Negotiation, Vendor Management, Outsourcing, Disaster Recovery, Transfer Pricing, Due Diligence, Activity Based Costing, Capital Budgeting, Operating Budgets, Planning Budgeting &..., Fixed Asset Management, Organizational..., SOX Compliancy
Education
San Diego State University-California State University 1980 — 1983
MBA, Finance / Marketing
University of California, San Diego 1976 — 1980
BA, Cultural Anthropology / Economics
Richard Gates Richard Gates's Union Bank of California Experience September 2001 - August 2004
Job Executive focused on operational excellence
Industry Consumer Goods
Experience
MeriCal, Inc. October 2010 - Present
Arch Bay Capital August 2009 - June 2010
LifeScript February 2007 - August 2009
Prudential California Realty August 2004 - February 2007
Union Bank of California September 2001 - August 2004
Skills
Manufacturing..., Nutraceuticals, Operations Management, Marketing, Advertising, Management, Online Advertising, Social Media Marketing, Google Analytics, Lead Generation, Marketing Strategy, Web Analytics, Social Media, Analytics, Email Marketing, Digital Marketing, Online Marketing, Financial Analysis, Microsoft Excel, SEO, Direct Marketing, Market Research, SEM, Consumer Package Goods, Google Adwords, Web Marketing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2009
MBA, Marketing
University of California, San Diego 2001 — 2003
BA, Political Science, English
MeriCal, Inc. October 2010 - Present
Arch Bay Capital August 2009 - June 2010
LifeScript February 2007 - August 2009
Prudential California Realty August 2004 - February 2007
Union Bank of California September 2001 - August 2004
Skills
Manufacturing..., Nutraceuticals, Operations Management, Marketing, Advertising, Management, Online Advertising, Social Media Marketing, Google Analytics, Lead Generation, Marketing Strategy, Web Analytics, Social Media, Analytics, Email Marketing, Digital Marketing, Online Marketing, Financial Analysis, Microsoft Excel, SEO, Direct Marketing, Market Research, SEM, Consumer Package Goods, Google Adwords, Web Marketing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2009
MBA, Marketing
University of California, San Diego 2001 — 2003
BA, Political Science, English
Augustine Villavicencio Augustine Villavicencio's Union Bank of California Experience October 2005 - March 2006
Job Desktop Support | IT Professional
Industry Computer Hardware
Experience
The Computer Merchant 2011 - 2012
The Computer Merchant/CSC/Motorola/United Technologies Corporation/Hamilton Sunstrand April 2010 - July 2010
Corestaff Technology Group/ Wellsfargo September 2009 - December 2009
KoreOne Technologies/Scripps Health Care September 2008 - December 2008
AT-Tech Staffing April 2007 - November 2007
Wareforce - Qualcomm October 2005 - July 2006
Union Bank Of California October 2005 - March 2006
Skills
Software Installation, Hardware, Network Security, Help Desk Support, Printers, Networking
Education
San Diego Mesa College
The Computer Merchant 2011 - 2012
The Computer Merchant/CSC/Motorola/United Technologies Corporation/Hamilton Sunstrand April 2010 - July 2010
Corestaff Technology Group/ Wellsfargo September 2009 - December 2009
KoreOne Technologies/Scripps Health Care September 2008 - December 2008
AT-Tech Staffing April 2007 - November 2007
Wareforce - Qualcomm October 2005 - July 2006
Union Bank Of California October 2005 - March 2006
Skills
Software Installation, Hardware, Network Security, Help Desk Support, Printers, Networking
Education
San Diego Mesa College
Kristine Quirk Kristine Quirk's Union Bank of California Experience 1997 - 2004
Job Marketing Director, Wealth Markets
Industry Marketing and Advertising
Experience
Union Bank April 2010 - Present
Waddle and Trot 5K and Fun Run June 2012 - Present
Love in the Name of Christ December 2008 - April 2010
Union Bank of California 1997 - 2004
Skills
Direct Marketing, Strategy, Strategic Planning, Integrated Marketing, Marketing Communications, Marketing Management, Brand Development, Copywriting, Customer Acquisition, Strategic Communications, Event Management, Marketing, Public Relations, Direct Mail, Advertising, Marketing Strategy, Lead Generation, Product Marketing, Strategic Partnerships, Product Management, Management
Education
San Diego State University-California State University 1995 — 1997
MBA, Marketing
University of Massachusetts, Amherst 1987 — 1991
BS, Journalism, Public Relations
Union Bank April 2010 - Present
Waddle and Trot 5K and Fun Run June 2012 - Present
Love in the Name of Christ December 2008 - April 2010
Union Bank of California 1997 - 2004
Skills
Direct Marketing, Strategy, Strategic Planning, Integrated Marketing, Marketing Communications, Marketing Management, Brand Development, Copywriting, Customer Acquisition, Strategic Communications, Event Management, Marketing, Public Relations, Direct Mail, Advertising, Marketing Strategy, Lead Generation, Product Marketing, Strategic Partnerships, Product Management, Management
Education
San Diego State University-California State University 1995 — 1997
MBA, Marketing
University of Massachusetts, Amherst 1987 — 1991
BS, Journalism, Public Relations
Joanna Merrill Joanna Merrill's Union Bank of California Experience August 2011 - Present
Job Financial Advisor/Agent at Mutual of Omaha
Industry Insurance
Experience
Union Bank of California August 2011 - Present
Mutual of Omaha 2011 - Present
Mutual of Omaha 2011 - Present
Mutual of Omaha July 2010 - Present
Arrowhead Credit Union April 2008 - July 2010
Community Banking Division March 2007 - April 2008
Union Bank of California January 1999 - January 2005
Greentree Mortgage Company January 1997 - January 1999
Household Financial Corp January 1993 - January 1997
Education
Cal State University San Bndo
Associate of Science Degree, Administration of Justice
San Bernardino Valley College
Cal State University San Bernardino
Criminal Justicw
Union Bank of California August 2011 - Present
Mutual of Omaha 2011 - Present
Mutual of Omaha 2011 - Present
Mutual of Omaha July 2010 - Present
Arrowhead Credit Union April 2008 - July 2010
Community Banking Division March 2007 - April 2008
Union Bank of California January 1999 - January 2005
Greentree Mortgage Company January 1997 - January 1999
Household Financial Corp January 1993 - January 1997
Education
Cal State University San Bndo
Associate of Science Degree, Administration of Justice
San Bernardino Valley College
Cal State University San Bernardino
Criminal Justicw
Lawrence O. Myers Lawrence O. Myers's Union Bank of California Experience October 1994 - September 2001
Job Certified Financial Planner™
Industry Financial Services
Experience
Myers Financial and Insurance Services September 2001 - Present
Union Bank of California October 1994 - September 2001
Skills
Financial Planners, Estate Planning, Employee Benefits, Insurance, Life Insurance, Disability Insurance, Small Business, Long-term Care, Strategic Planning, Risk Management, Variable Annuities, Customer Service, Education Planning, Charitable Gift Planning, Private Foundations, Trusts, Hight Net Worth..., Special Needs, Succession Planning, Account Management, Manage Client..., Compliance, Economics, Financial Risk, New Business Development, Risk Assessment, Financial Planning, Retirement, CRM
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1992 — 1994
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Science (BS), Finance, General
Avon High School
Myers Financial and Insurance Services September 2001 - Present
Union Bank of California October 1994 - September 2001
Skills
Financial Planners, Estate Planning, Employee Benefits, Insurance, Life Insurance, Disability Insurance, Small Business, Long-term Care, Strategic Planning, Risk Management, Variable Annuities, Customer Service, Education Planning, Charitable Gift Planning, Private Foundations, Trusts, Hight Net Worth..., Special Needs, Succession Planning, Account Management, Manage Client..., Compliance, Economics, Financial Risk, New Business Development, Risk Assessment, Financial Planning, Retirement, CRM
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1992 — 1994
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Science (BS), Finance, General
Avon High School
Margo Sanchez's Union Bank of California Experience May 1997 - December 2002
Job Program Manager Department of IT at City of San Diego
Industry Information Technology and Services
Experience
City of San Diego November 2012 - Present
Scuba Diver Girls January 2009 - Present
Zora Analytics May 2008 - August 2012
ICW Group May 2007 - July 2008
Cuna Mutual Group June 2006 - May 2007
Safe Bridge Solutions, Inc June 2005 - June 2006
City of San Diego May 2002 - May 2005
San Diego Data Processing Corp December 2002 - May 2003
Union Bank of California May 1997 - December 2002
Skills
PMP, Quality Assurance, Data Warehousing, Software Development, SDLC, Requirements Analysis, Software Project..., Business Requirements, Program Management, SharePoint, Business Analysis, Visio, Business Objects, Requirements Gathering, Business Process, ERP, Business Process..., Project Management, Agile Methodologies, Analysis, Analytics, Business Intelligence, CRM, Change Management, Consulting, Cross-functional Team..., Crystal Reports, Data Analysis, Databases, Disaster Recovery, Enterprise Architecture, IT Management, IT Strategy, ITIL, Integration, Leadership, MS Project, Management, Management Consulting, Marketing, Marketing Strategy, PMO, Process Improvement, Project Planning, Project Portfolio..., Public Speaking, Resource Management, Risk Management, Scuba Diving, Social Media
Education
San Diego State University-California State University 1996 — 1998
MBA, Entrepreneurship
University of Wisconsin-Madison 1986 — 1991
BA Psychology, Psychology
City of San Diego November 2012 - Present
Scuba Diver Girls January 2009 - Present
Zora Analytics May 2008 - August 2012
ICW Group May 2007 - July 2008
Cuna Mutual Group June 2006 - May 2007
Safe Bridge Solutions, Inc June 2005 - June 2006
City of San Diego May 2002 - May 2005
San Diego Data Processing Corp December 2002 - May 2003
Union Bank of California May 1997 - December 2002
Skills
PMP, Quality Assurance, Data Warehousing, Software Development, SDLC, Requirements Analysis, Software Project..., Business Requirements, Program Management, SharePoint, Business Analysis, Visio, Business Objects, Requirements Gathering, Business Process, ERP, Business Process..., Project Management, Agile Methodologies, Analysis, Analytics, Business Intelligence, CRM, Change Management, Consulting, Cross-functional Team..., Crystal Reports, Data Analysis, Databases, Disaster Recovery, Enterprise Architecture, IT Management, IT Strategy, ITIL, Integration, Leadership, MS Project, Management, Management Consulting, Marketing, Marketing Strategy, PMO, Process Improvement, Project Planning, Project Portfolio..., Public Speaking, Resource Management, Risk Management, Scuba Diving, Social Media
Education
San Diego State University-California State University 1996 — 1998
MBA, Entrepreneurship
University of Wisconsin-Madison 1986 — 1991
BA Psychology, Psychology
Patrick Joseph Patrick Joseph's Union Bank of California Experience June 2004 - February 2006
Job Education and Business Development Representative at Quill.com
Industry Primary/Secondary Education
Experience
Quill.com April 2013 - Present
Ashford University October 2010 - March 2013
Verizon Wireless February 2006 - June 2009
Union Bank of California June 2004 - February 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, HTML, Event Planning, Social Networking, Public Speaking, Facebook, Teamwork, New Business Development, Sales, Follow Through, Long-term Customer..., Sales Presentations, Customer Satisfaction, Customer Support, Customer Retention, Sales Management
Education
Saint Mary's College of California 2000 — 2004
Bachelor's degree, Business Administration and Economics
Quill.com April 2013 - Present
Ashford University October 2010 - March 2013
Verizon Wireless February 2006 - June 2009
Union Bank of California June 2004 - February 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, HTML, Event Planning, Social Networking, Public Speaking, Facebook, Teamwork, New Business Development, Sales, Follow Through, Long-term Customer..., Sales Presentations, Customer Satisfaction, Customer Support, Customer Retention, Sales Management
Education
Saint Mary's College of California 2000 — 2004
Bachelor's degree, Business Administration and Economics
Daniel J. Lykken Daniel J. Lykken's Union Bank of California Experience October 1987 - June 1991
Job at US Bank
Industry Banking
Experience
US Bank February 2009 - Present
Bank of America 2007 - August 2008
UBS Wealth Management June 2003 - October 2007
The Logix Companies December 2000 - June 2003
Merrill Lynch 1991 - 2000
Union Bank of California October 1987 - June 1991
Skills
Banking, Portfolio Management, Credit, Loans, Mergers & Acquisitions, Commercial Banking, Finance, Corporate Finance, Mortgage Lending, Financial Services, Due Diligence, Cash Management, Team Leadership, Treasury Management, Commercial Lending, Business Planning, Investments, Relationship Management, Wealth Management, Commercial Mortgages, Financial Structuring, Private Banking
Education
University of Denver - Daniels College of Business 1995 — 1997
MSF, Finance
San Diego State University-California State University 1982 — 1987
Business, Finance
US Bank February 2009 - Present
Bank of America 2007 - August 2008
UBS Wealth Management June 2003 - October 2007
The Logix Companies December 2000 - June 2003
Merrill Lynch 1991 - 2000
Union Bank of California October 1987 - June 1991
Skills
Banking, Portfolio Management, Credit, Loans, Mergers & Acquisitions, Commercial Banking, Finance, Corporate Finance, Mortgage Lending, Financial Services, Due Diligence, Cash Management, Team Leadership, Treasury Management, Commercial Lending, Business Planning, Investments, Relationship Management, Wealth Management, Commercial Mortgages, Financial Structuring, Private Banking
Education
University of Denver - Daniels College of Business 1995 — 1997
MSF, Finance
San Diego State University-California State University 1982 — 1987
Business, Finance
Trevor Hildebrand Trevor Hildebrand's Union Bank of California Experience April 2006 - April 2007
Job Training and Development Specialist
Industry Recreational Facilities and Services
Experience
PSIA-NRM November 2014 - Present
Instilling Development, LLC August 2012 - Present
Montana State University - Safety & Risk Management July 2012 - Present
PSIA 2004 - Present
Mountain West Holding Company January 2012 - April 2012
Global Highline Adventures January 2011 - March 2012
Global Expeditions, Inc. April 2007 - March 2012
Union Bank of California April 2006 - April 2007
Disabled Sports Eastern Sierra December 2005 - April 2007
Disabled Sports Eastern Sierra 2005 - 2007
Skills
Operations, Logistics, Risk Management, Technical Training, Training & Development, Dreamweaver, Web Design, Excel, Editing, Microsoft Office, Organizing, Spanish, Windows, Mac OS X, Adobe Creative Suite, Microsoft Excel, Customer Service, Entrepreneurship, Leadership, Public Speaking, Training, Employee Training
Education
Montana State University-Bozeman 1999 — 2004
B.A., Spanish - Commerce
International Studies Abroad 2001 — 2003
Spanish Business
University of Canterbury 2001 — 2001
Business
PSIA-NRM November 2014 - Present
Instilling Development, LLC August 2012 - Present
Montana State University - Safety & Risk Management July 2012 - Present
PSIA 2004 - Present
Mountain West Holding Company January 2012 - April 2012
Global Highline Adventures January 2011 - March 2012
Global Expeditions, Inc. April 2007 - March 2012
Union Bank of California April 2006 - April 2007
Disabled Sports Eastern Sierra December 2005 - April 2007
Disabled Sports Eastern Sierra 2005 - 2007
Skills
Operations, Logistics, Risk Management, Technical Training, Training & Development, Dreamweaver, Web Design, Excel, Editing, Microsoft Office, Organizing, Spanish, Windows, Mac OS X, Adobe Creative Suite, Microsoft Excel, Customer Service, Entrepreneurship, Leadership, Public Speaking, Training, Employee Training
Education
Montana State University-Bozeman 1999 — 2004
B.A., Spanish - Commerce
International Studies Abroad 2001 — 2003
Spanish Business
University of Canterbury 2001 — 2001
Business
John Russell, CTP/Retired John Russell, CTP/Retired's Union Bank of California Experience August 1989 - March 2000
Job Formerly Senior Vice President President & Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust March 2000 - Present
Union Bank of California August 1989 - March 2000
Bank of California 1989 - 1996
Skills
Cash Management, Commercial Banking, Commercial Lending, Treasury Management, Banking, Small Business Lending, Loans, Credit, Credit Analysis, Portfolio Management, Retail Banking, Lines Of Credit, Commercial Mortgages, Credit Risk
Education
San Diego State University-California State University 1967 — 1969
BA, Public Adminstration
San Diego State University-California State University 1967 — 1969
BA, PUBLIC ADMINSTRATION
California Bank & Trust March 2000 - Present
Union Bank of California August 1989 - March 2000
Bank of California 1989 - 1996
Skills
Cash Management, Commercial Banking, Commercial Lending, Treasury Management, Banking, Small Business Lending, Loans, Credit, Credit Analysis, Portfolio Management, Retail Banking, Lines Of Credit, Commercial Mortgages, Credit Risk
Education
San Diego State University-California State University 1967 — 1969
BA, Public Adminstration
San Diego State University-California State University 1967 — 1969
BA, PUBLIC ADMINSTRATION
Sharmane Estolano Sharmane Estolano's Union Bank of California Experience June 2002 - October 2007
Job Vice President | Branch Manager | Commercial Middle Market
Industry Banking
Experience
California Bank & Trust May 2007 - Present
Union Bank of California June 2002 - October 2007
Howroyd Group 2000 - 2002
Cafe de Cafe August 1994 - June 2000
First National Bank, currently known as Pacific Western Bank 1988 - 1995
Skills
Commercial Banking, Commercial Lending, Commercial Mortgages, Credit, Pilot Projects, Trade Finance, FX, Management, Portfolio Management, Loans, Lines Of Credit, Credit Analysis, Asset Based Lending, Leadership, Small Business Lending, Mortgage Lending, SBA, Customer Service, New Business Development, Consumer Lending, Mortgage, Banking, Finance, Retail Banking, Strategic Planning
Education
National University 1999 — 2001
B.A., Business Administration with an emphasis in Finance
Southwestern College
A.S., International Business
California Bank & Trust May 2007 - Present
Union Bank of California June 2002 - October 2007
Howroyd Group 2000 - 2002
Cafe de Cafe August 1994 - June 2000
First National Bank, currently known as Pacific Western Bank 1988 - 1995
Skills
Commercial Banking, Commercial Lending, Commercial Mortgages, Credit, Pilot Projects, Trade Finance, FX, Management, Portfolio Management, Loans, Lines Of Credit, Credit Analysis, Asset Based Lending, Leadership, Small Business Lending, Mortgage Lending, SBA, Customer Service, New Business Development, Consumer Lending, Mortgage, Banking, Finance, Retail Banking, Strategic Planning
Education
National University 1999 — 2001
B.A., Business Administration with an emphasis in Finance
Southwestern College
A.S., International Business
Joe McCarthy Joe McCarthy's Union Bank of California Experience December 1984 - August 1988
Job Senior VP Finance & Administration & CFO at Sunrise Growers, Inc.
Industry Executive Office
Experience
Sunrise Growers, Inc. May 2005 - Present
Community Service Programs (CSP) February 2012 - Present
Trojan Battery Company June 2000 - May 2005
Case-Swayne Company/International Food Solutions July 1993 - June 2000
NDE Environmental December 1992 - July 1993
Ashton-Tate August 1988 - December 1992
Union Bank of California December 1984 - August 1988
Tosco Corp. August 1981 - December 1984
KPMG Audit July 1978 - August 1981
Skills
Mergers, Strategic Planning, Program Management, Mergers & Acquisitions, Financial Analysis, Financial Reporting, Accounting, Private Equity, Internal Controls, Finance, Due Diligence, Financial Modeling, Cost Accounting, Analysis, Strategic Financial..., Management, Leadership, Managerial Finance, Banking, Forecasting, Executive Management, SEC filings, Valuation, SEC Filings, Financial Planning
Education
Penn State University
Bachelors, Business-Accounting
Sunrise Growers, Inc. May 2005 - Present
Community Service Programs (CSP) February 2012 - Present
Trojan Battery Company June 2000 - May 2005
Case-Swayne Company/International Food Solutions July 1993 - June 2000
NDE Environmental December 1992 - July 1993
Ashton-Tate August 1988 - December 1992
Union Bank of California December 1984 - August 1988
Tosco Corp. August 1981 - December 1984
KPMG Audit July 1978 - August 1981
Skills
Mergers, Strategic Planning, Program Management, Mergers & Acquisitions, Financial Analysis, Financial Reporting, Accounting, Private Equity, Internal Controls, Finance, Due Diligence, Financial Modeling, Cost Accounting, Analysis, Strategic Financial..., Management, Leadership, Managerial Finance, Banking, Forecasting, Executive Management, SEC filings, Valuation, SEC Filings, Financial Planning
Education
Penn State University
Bachelors, Business-Accounting
Richard Giondomenico Richard Giondomenico's Union Bank of California Experience December 2007 - February 2009
Job Account Executive at Powin Energy
Industry Renewables & Environment
Experience
Powin Energy June 2015 - Present
AAA Property Services September 2010 - November 2012
ResCom Services May 2009 - July 2010
Jones Lang LaSalle December 2007 - February 2009
Union Bank of California December 2007 - February 2009
THE PINNACLE MUSEUM TOWERwww.pinnacletower June 2005 - December 2007
the prescott companies 2005 - 2007
BECHT ENGINEERING CO, INC February 2003 - May 2005
BARKAN MANAGEMENT March 1998 - February 2003
Skills
Contract Management, Negotiation, Hiring, Public Speaking, Microsoft Office, Property Management, Performance Management, Problem Solving, Team Building, Facilities Management, Customer Service, Excel, Word, Team Leadership, New Business Development, Outlook, Account Management, Procurement, Contract Negotiations, Proposal Writing, Event Management, Customer Satisfaction, Contract Negotiation, Construction Management, Microsoft Word, Construction, Strategic Planning, Microsoft Excel, Supervisory Skills, Budgets, HVAC, Project Management, Leadership, Project Planning, Training
Education
Quincy College 1987 — 1987
Certificate, Essentials in Management
Powin Energy June 2015 - Present
AAA Property Services September 2010 - November 2012
ResCom Services May 2009 - July 2010
Jones Lang LaSalle December 2007 - February 2009
Union Bank of California December 2007 - February 2009
THE PINNACLE MUSEUM TOWERwww.pinnacletower June 2005 - December 2007
the prescott companies 2005 - 2007
BECHT ENGINEERING CO, INC February 2003 - May 2005
BARKAN MANAGEMENT March 1998 - February 2003
Skills
Contract Management, Negotiation, Hiring, Public Speaking, Microsoft Office, Property Management, Performance Management, Problem Solving, Team Building, Facilities Management, Customer Service, Excel, Word, Team Leadership, New Business Development, Outlook, Account Management, Procurement, Contract Negotiations, Proposal Writing, Event Management, Customer Satisfaction, Contract Negotiation, Construction Management, Microsoft Word, Construction, Strategic Planning, Microsoft Excel, Supervisory Skills, Budgets, HVAC, Project Management, Leadership, Project Planning, Training
Education
Quincy College 1987 — 1987
Certificate, Essentials in Management
Keri Thornton Keri Thornton's Union Bank of California Experience 2003 - 2004
Job Client Service Manager 1 at FIS
Industry Financial Services
Experience
FIS November 2013 - Present
Fidelity National Information Services September 2012 - Present
U.S. Bank February 2011 - September 2012
Banner Bank August 2007 - December 2010
San Diego National Bank November 2004 - April 2007
San Diego National Bank 2004 - 2007
Union Bank of California 2003 - 2004
Ralph's Grocery September 2001 - November 2003
Skills
Budgets, Account Management, Credit, Corporate Finance, Marketing, Strategic Planning, Commercial Lending, Credit Analysis, Small Business Lending, Payments, Lines Of Credit, Mortgage Lending, Branch Banking, Credit Risk, Branch Management, Underwriting, Bank Reconciliation, Applicant Tracking..., Talent Acquisition
Education
Grossmont
Associates, General Business
San Diego Mesa College
FIS November 2013 - Present
Fidelity National Information Services September 2012 - Present
U.S. Bank February 2011 - September 2012
Banner Bank August 2007 - December 2010
San Diego National Bank November 2004 - April 2007
San Diego National Bank 2004 - 2007
Union Bank of California 2003 - 2004
Ralph's Grocery September 2001 - November 2003
Skills
Budgets, Account Management, Credit, Corporate Finance, Marketing, Strategic Planning, Commercial Lending, Credit Analysis, Small Business Lending, Payments, Lines Of Credit, Mortgage Lending, Branch Banking, Credit Risk, Branch Management, Underwriting, Bank Reconciliation, Applicant Tracking..., Talent Acquisition
Education
Grossmont
Associates, General Business
San Diego Mesa College
Michele Kleinhandler Michele Kleinhandler's Union Bank of California Experience May 1994 - May 1997
Job Onboarding Account Manager at Rimini Street
Industry Information Technology and Services
Experience
Rimini Street October 2013 - Present
various companies September 2010 - October 2013
MSK September 2008 - January 2011
Becker & Associates Consulting, Inc. October 2010 - December 2010
Dow Jones / Hookeo Consulting June 2010 - December 2010
Andrx Pharmaceuticals / Watson Laboratories 2006 - 2007
EMC June 1999 - September 2005
EMC - Documentum 1999 - 2005
Oracle (PeopleSoft) December 1997 - June 1999
Union Bank of California May 1994 - May 1997
Skills
Documentum, Enterprise Content..., Document Management, Enterprise Software, Business Process, Knowledge Management, Business Analysis, Program Management, Process Improvement, Quality Assurance, Agile Methodologies, Project Management, Cross-functional Team..., Software Project..., Databases, Product Management, Professional Services, Software Documentation, Cloud Computing, Requirements Analysis
Education
Rowan University
Bachelor of Science
Upsala College
Rimini Street October 2013 - Present
various companies September 2010 - October 2013
MSK September 2008 - January 2011
Becker & Associates Consulting, Inc. October 2010 - December 2010
Dow Jones / Hookeo Consulting June 2010 - December 2010
Andrx Pharmaceuticals / Watson Laboratories 2006 - 2007
EMC June 1999 - September 2005
EMC - Documentum 1999 - 2005
Oracle (PeopleSoft) December 1997 - June 1999
Union Bank of California May 1994 - May 1997
Skills
Documentum, Enterprise Content..., Document Management, Enterprise Software, Business Process, Knowledge Management, Business Analysis, Program Management, Process Improvement, Quality Assurance, Agile Methodologies, Project Management, Cross-functional Team..., Software Project..., Databases, Product Management, Professional Services, Software Documentation, Cloud Computing, Requirements Analysis
Education
Rowan University
Bachelor of Science
Upsala College
Jim Kohnman Jim Kohnman's Union Bank of California Experience October 1996 - Present
Job Ex Programmer at Union Bank
Industry Banking
Experience
Union Bank of California October 1996 - Present
Vons September 1990 - September 1996
Home Savings February 1989 - October 1989
SystemOne July 1988 - February 1989
Union Bank of California December 1980 - July 1988
U.S. Air Force October 1976 - October 1980
Skills
Disaster Recovery, Visio, Business Process..., IT Management, CSS, Software Installation, Microsoft Office, Microsoft SQL Server, Change Management, JCL, Agile Methodologies, Testing, Banking, Web Development, Quality Assurance, Security, COBOL, Software Documentation, Python, Business Intelligence, Program Management, User Acceptance Testing, Business Analysis, SDLC, Customer Service, Time Management, Databases, CICS, jQuery, QMF, PMO, Web Applications, SQL, Requirements Analysis, System Deployment, Business Process, JavaScript, Technical Support, MVS, DB2, HTML, ERP, Operations Management, MySQL, Training, Team Building, MS Project, TSO, Analysis, Data Warehousing
Education
Pierce College 1980 — 1984
AA, General and Computer Science
Union Bank of California October 1996 - Present
Vons September 1990 - September 1996
Home Savings February 1989 - October 1989
SystemOne July 1988 - February 1989
Union Bank of California December 1980 - July 1988
U.S. Air Force October 1976 - October 1980
Skills
Disaster Recovery, Visio, Business Process..., IT Management, CSS, Software Installation, Microsoft Office, Microsoft SQL Server, Change Management, JCL, Agile Methodologies, Testing, Banking, Web Development, Quality Assurance, Security, COBOL, Software Documentation, Python, Business Intelligence, Program Management, User Acceptance Testing, Business Analysis, SDLC, Customer Service, Time Management, Databases, CICS, jQuery, QMF, PMO, Web Applications, SQL, Requirements Analysis, System Deployment, Business Process, JavaScript, Technical Support, MVS, DB2, HTML, ERP, Operations Management, MySQL, Training, Team Building, MS Project, TSO, Analysis, Data Warehousing
Education
Pierce College 1980 — 1984
AA, General and Computer Science
Scott Watrous Scott Watrous's Union Bank of California Experience 1986 - 1988
Job VP Sales at Freedom Escrow
Industry Real Estate
Experience
Freedom Escrow August 1988 - Present
Union Bank of California 1986 - 1988
Skills
REO, Real Estate Investment, Investors, Real Estate Transactions, Investment Properties, Foreclosures, Short Sales, Single Family Homes, Land, Purchase, Condos, Real Estate Development, Sellers, Real Estate
Education
Orange Coast College 1985 — 1986
General Studies
Freedom Escrow August 1988 - Present
Union Bank of California 1986 - 1988
Skills
REO, Real Estate Investment, Investors, Real Estate Transactions, Investment Properties, Foreclosures, Short Sales, Single Family Homes, Land, Purchase, Condos, Real Estate Development, Sellers, Real Estate
Education
Orange Coast College 1985 — 1986
General Studies
Amy Wear, PHR, SHRM-CP Amy Wear, PHR, SHRM-CP's Union Bank of California Experience March 1996 - February 1998
Job Sr. HR Consultant HR Advisory Services/Risk Mitigation at Franklin Templeton Investments
Industry Human Resources
Experience
Franklin Templeton Investments April 2013 - Present
Philips Healthcare November 2012 - March 2013
Stanford University - Residential & Dining Enterprises February 2012 - November 2012
Washington Elementary School September 2010 - June 2011
Adecco Employment Services, Inc. 1999 - 2000
Union Bank of California March 1996 - February 1998
ANA Hotel San Francisco (now the Westin San Francisco) September 1991 - March 1996
Clarion Hotel San Francisco Airport 1985 - 1991
Skills
Talent Management, Employee Relations, PeopleSoft, Deferred Compensation, Oracle Applications, Program Management, Project Management, Talent Development, Strategic Business..., Labor Relations, Succession Planning, Coaching & Counseling, HR Analytics, Workday, Workforce Planning, Microsoft Office, Microsoft Project, Executive Coaching, Compensation, Employee Engagement
Education
Saint Mary's College of California
B.S. Organizational Industrial Psychology, Child Development, Sociology, Counseling, Organzational Development
Franklin Templeton Investments April 2013 - Present
Philips Healthcare November 2012 - March 2013
Stanford University - Residential & Dining Enterprises February 2012 - November 2012
Washington Elementary School September 2010 - June 2011
Adecco Employment Services, Inc. 1999 - 2000
Union Bank of California March 1996 - February 1998
ANA Hotel San Francisco (now the Westin San Francisco) September 1991 - March 1996
Clarion Hotel San Francisco Airport 1985 - 1991
Skills
Talent Management, Employee Relations, PeopleSoft, Deferred Compensation, Oracle Applications, Program Management, Project Management, Talent Development, Strategic Business..., Labor Relations, Succession Planning, Coaching & Counseling, HR Analytics, Workday, Workforce Planning, Microsoft Office, Microsoft Project, Executive Coaching, Compensation, Employee Engagement
Education
Saint Mary's College of California
B.S. Organizational Industrial Psychology, Child Development, Sociology, Counseling, Organzational Development
Jim Ridings Jim Ridings's Union Bank of California Experience 1985 - 2000
Job Talent Acquisition Consultant
Industry Civil Engineering
Experience
Saudi Arabian Parsons Ltd. January 2013 - September 2013
Parsons Corp. March 2000 - July 2012
Union Bank of California 1985 - 2000
Saudi Arabian Parsons 1981 - 1985
Skills
Budgets, Employee Relations, Human Resources, Recruiting, Temporary Placement, Talent Acquisition, International HR, Interviews, College Recruiting, Executive Search, Onboarding, Program Management, Workforce Planning, Technical Recruiting, Training, Applicant Tracking..., HR Policies, Personnel Management
Education
Northern Michigan University
BS
Saudi Arabian Parsons Ltd. January 2013 - September 2013
Parsons Corp. March 2000 - July 2012
Union Bank of California 1985 - 2000
Saudi Arabian Parsons 1981 - 1985
Skills
Budgets, Employee Relations, Human Resources, Recruiting, Temporary Placement, Talent Acquisition, International HR, Interviews, College Recruiting, Executive Search, Onboarding, Program Management, Workforce Planning, Technical Recruiting, Training, Applicant Tracking..., HR Policies, Personnel Management
Education
Northern Michigan University
BS
Steve Galyardt Steve Galyardt's Union Bank of California Experience 1983 - 2007
Job Agent at Vitas Insurance Agency
Industry Insurance
Experience
Vitas Insurance Agency July 2013 - Present
Galyardt Insurance Agency January 2012 - June 2013
Union Bank of California 1983 - 2007
Skills
Underwriting, Insurance, Commercial Insurance, Property & Casualty..., Small Business Lending, Marketing, Term Life Insurance, Sales Management, Sales, Customer Service, Team Building, Banking, Fixed Annuities, Life Insurance, Mortgage Lending, Real Estate, Retirement, Small Business, Customer Retention, Investments, Loans, Retirement Planning, Public Speaking, Management
Education
Pacific Coast Banking School 2000 — 2003
Bank Management, Bank Mangement
Palomar College 1980 — 1982
Vitas Insurance Agency July 2013 - Present
Galyardt Insurance Agency January 2012 - June 2013
Union Bank of California 1983 - 2007
Skills
Underwriting, Insurance, Commercial Insurance, Property & Casualty..., Small Business Lending, Marketing, Term Life Insurance, Sales Management, Sales, Customer Service, Team Building, Banking, Fixed Annuities, Life Insurance, Mortgage Lending, Real Estate, Retirement, Small Business, Customer Retention, Investments, Loans, Retirement Planning, Public Speaking, Management
Education
Pacific Coast Banking School 2000 — 2003
Bank Management, Bank Mangement
Palomar College 1980 — 1982
Cindy F. Skinner Cindy F. Skinner's Union Bank of California Experience September 1998 - July 2001
Job Office Professional
Industry Executive Office
Experience
New Tech Network May 2012 - Present
AAA NCNU September 2001 - May 2011
Union Bank of California September 1998 - July 2001
Institutional Financing Services 1985 - 1986
Education
St. Mary's College of California 2003 — 2007
BA, Business Management
New Tech Network May 2012 - Present
AAA NCNU September 2001 - May 2011
Union Bank of California September 1998 - July 2001
Institutional Financing Services 1985 - 1986
Education
St. Mary's College of California 2003 — 2007
BA, Business Management
Bobby Ghisolfo Bobby Ghisolfo's Union Bank of California Experience February 1997 - June 2000
Job Employer Experience Manager
Industry Nonprofit Organization Management
Experience
Goodwill of Central Arizona July 2015 - Present
The Steve Horn Team, Keller Williams August 2014 - Present
The Jesse Herfel Group at Keller Williams, Integrity First April 2013 - August 2014
Vineyard Services November 2012 - March 2013
Vineyard Services March 2010 - November 2012
M and I Bank August 2009 - March 2010
Wells Fargo Bank January 2009 - August 2009
Wachovia April 2001 - November 2008
Wachovia Bank 2001 - 2008
Union Bank of California February 1997 - June 2000
Skills
Mortgage Lending, Training, Management, Loans, Negotiation, Sales, Banking, Strategic Planning, Real Estate, REO, Sales Management, Mortgage Banking, Sales Operations, Investments, Leadership, Team Leadership, Credit, Customer Service, Residential Homes
Education
National University 1998 — 2000
B.A., Behavioral Sciences
Goodwill of Central Arizona July 2015 - Present
The Steve Horn Team, Keller Williams August 2014 - Present
The Jesse Herfel Group at Keller Williams, Integrity First April 2013 - August 2014
Vineyard Services November 2012 - March 2013
Vineyard Services March 2010 - November 2012
M and I Bank August 2009 - March 2010
Wells Fargo Bank January 2009 - August 2009
Wachovia April 2001 - November 2008
Wachovia Bank 2001 - 2008
Union Bank of California February 1997 - June 2000
Skills
Mortgage Lending, Training, Management, Loans, Negotiation, Sales, Banking, Strategic Planning, Real Estate, REO, Sales Management, Mortgage Banking, Sales Operations, Investments, Leadership, Team Leadership, Credit, Customer Service, Residential Homes
Education
National University 1998 — 2000
B.A., Behavioral Sciences
Keely Minton Keely Minton's Union Bank of California Experience January 1998 - January 1999
Job VP, Marketing, UnionBanc Investment Services at Union Bank
Industry Financial Services
Experience
Union Bank July 2011 - Present
Dunham & Associates September 2009 - July 2011
WaMu/JP Morgan Chase June 2008 - August 2009
WaMu Investments August 2002 - June 2008
Main Street Trading January 1999 - July 2002
Union Bank of California January 1998 - January 1999
Skills
Marketing Strategy, Marketing..., Brand Communication, Internal Communications, Executive Messaging, Event Planning, Corporate Events, Integrated Marketing, Management, Messaging, Financial Services, Direct Mail, Marketing, Advertising, Sales, Program Management, Investments, Brand Management, Sales Operations, Retail, Budgets, Online Marketing, Direct Marketing, Lead Generation, Sponsorship, Marketing Communications, Brand Development, Public Relations, Leadership, Product Development, CRM, Social Media Marketing, Market Planning, Email Marketing, Digital Marketing, Series 63, Brand Awareness, Strategic Communications, Market Research, Strategic Planning, Product Marketing, Portfolio Management, Strategy, FINRA, Multi-channel Marketing, Corporate Communications, Relationship Management
Education
San Diego State University-California State University
University of California, Davis
Union Bank July 2011 - Present
Dunham & Associates September 2009 - July 2011
WaMu/JP Morgan Chase June 2008 - August 2009
WaMu Investments August 2002 - June 2008
Main Street Trading January 1999 - July 2002
Union Bank of California January 1998 - January 1999
Skills
Marketing Strategy, Marketing..., Brand Communication, Internal Communications, Executive Messaging, Event Planning, Corporate Events, Integrated Marketing, Management, Messaging, Financial Services, Direct Mail, Marketing, Advertising, Sales, Program Management, Investments, Brand Management, Sales Operations, Retail, Budgets, Online Marketing, Direct Marketing, Lead Generation, Sponsorship, Marketing Communications, Brand Development, Public Relations, Leadership, Product Development, CRM, Social Media Marketing, Market Planning, Email Marketing, Digital Marketing, Series 63, Brand Awareness, Strategic Communications, Market Research, Strategic Planning, Product Marketing, Portfolio Management, Strategy, FINRA, Multi-channel Marketing, Corporate Communications, Relationship Management
Education
San Diego State University-California State University
University of California, Davis
Jordan Anderson, CMA Jordan Anderson, CMA's Union Bank of California Experience September 1998 - January 2001
Job DIRECTOR, BUSINESS STRATEGY AND PLANNING
Industry Computer Software
Experience
Dell January 2009 - Present
Dell January 2007 - December 2008
Nordstrom February 2002 - January 2007
Citibank January 2001 - January 2002
Union Bank of California September 1998 - January 2001
Goldberg Brothers Inc. May 1996 - August 1996
Skills
Forecasting, Cross-functional Team..., Financial Modeling, Financial Analysis, Business Intelligence, Finance, Strategy, Analysis, Credit, Banking, Enterprise Software, Process Improvement, Business Process..., Portfolio Management, ERP, Essbase, Cash Management, Strategic Planning, Project Management, Business Analysis, Competitive Analysis, Business Alliances, Product Management, Strategic Financial..., Financial Services, Business Objects, Data Warehousing, Pricing, SaaS, Team Leadership, Corporate Finance, Managerial Finance, Business Analytics, Sarbanes-Oxley Act, Budgets, Due Diligence, Team Management, Analytics, Project Delivery, Executive Support, Hiring Employees, Valuation, Mergers & Acquisitions, Budgeting, Alliances, Product Strategy, Presentations, Tableau, MS Excel Pivot Tables, Financial Planning
Education
University of Colorado Denver 2004 — 2006
MBA, Business Administration
University of California, Santa Cruz 1994 — 1998
Bachelors, Economics
Rice University 2013 — 2013
Professional Development - CMA Prep Course, Accounting and Finance
Dell January 2009 - Present
Dell January 2007 - December 2008
Nordstrom February 2002 - January 2007
Citibank January 2001 - January 2002
Union Bank of California September 1998 - January 2001
Goldberg Brothers Inc. May 1996 - August 1996
Skills
Forecasting, Cross-functional Team..., Financial Modeling, Financial Analysis, Business Intelligence, Finance, Strategy, Analysis, Credit, Banking, Enterprise Software, Process Improvement, Business Process..., Portfolio Management, ERP, Essbase, Cash Management, Strategic Planning, Project Management, Business Analysis, Competitive Analysis, Business Alliances, Product Management, Strategic Financial..., Financial Services, Business Objects, Data Warehousing, Pricing, SaaS, Team Leadership, Corporate Finance, Managerial Finance, Business Analytics, Sarbanes-Oxley Act, Budgets, Due Diligence, Team Management, Analytics, Project Delivery, Executive Support, Hiring Employees, Valuation, Mergers & Acquisitions, Budgeting, Alliances, Product Strategy, Presentations, Tableau, MS Excel Pivot Tables, Financial Planning
Education
University of Colorado Denver 2004 — 2006
MBA, Business Administration
University of California, Santa Cruz 1994 — 1998
Bachelors, Economics
Rice University 2013 — 2013
Professional Development - CMA Prep Course, Accounting and Finance
Keir Tilford, MBA's Union Bank of California Experience February 2006 - March 2008
Job Relationship Manager at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group April 2014 - Present
Prudential Financial March 2008 - April 2014
Union Bank of California February 2006 - March 2008
Transamerica Life Insurance Company August 2001 - February 2006
Transamerica Life Insurance Company April 2001 - August 2001
Fidelity Investments June 1999 - December 2000
Lift Every Voice, Inc. August 1998 - August 1998
Skills
401k, Series 6, Profit Sharing, Series 63, Defined Benefit, Mutual Funds, ERISA, Retirement, Pensions, Defined Contribution, Investments, Insurance, Relationship Management, Financial Services, Retirement Planning, FINRA, Program Management, IRAs, Investment Advisory, Deferred Compensation, Life Insurance, Leadership, Project Management, Vendor Management, Financial Analysis, Qualified Retirement..., Retirement Plan..., Securities, Business Planning, Benefits Administration, Employee Benefits, Financial Modeling, New Business Development, Accounting, Financial Risk, Strategic Financial..., CRM, Banking, Asset Allocation, Wealth Management, Strategy, Series 7, Fixed Annuities
Education
University of Redlands 2011 — 2013
Master of Business Administration (M.B.A.)
Franklin Pierce University 1995 — 1999
Bachelor of Science, Business Administration; Financial Management
Richmond, The American International University in London 1998 — 1998
Financial Management
Lincoln Financial Group April 2014 - Present
Prudential Financial March 2008 - April 2014
Union Bank of California February 2006 - March 2008
Transamerica Life Insurance Company August 2001 - February 2006
Transamerica Life Insurance Company April 2001 - August 2001
Fidelity Investments June 1999 - December 2000
Lift Every Voice, Inc. August 1998 - August 1998
Skills
401k, Series 6, Profit Sharing, Series 63, Defined Benefit, Mutual Funds, ERISA, Retirement, Pensions, Defined Contribution, Investments, Insurance, Relationship Management, Financial Services, Retirement Planning, FINRA, Program Management, IRAs, Investment Advisory, Deferred Compensation, Life Insurance, Leadership, Project Management, Vendor Management, Financial Analysis, Qualified Retirement..., Retirement Plan..., Securities, Business Planning, Benefits Administration, Employee Benefits, Financial Modeling, New Business Development, Accounting, Financial Risk, Strategic Financial..., CRM, Banking, Asset Allocation, Wealth Management, Strategy, Series 7, Fixed Annuities
Education
University of Redlands 2011 — 2013
Master of Business Administration (M.B.A.)
Franklin Pierce University 1995 — 1999
Bachelor of Science, Business Administration; Financial Management
Richmond, The American International University in London 1998 — 1998
Financial Management
Yessica Avancena Yessica Avancena's Union Bank of California Experience July 1995 - January 2000
Job Licensed Marriage and Family Therapist
Industry Mental Health Care
Experience
Kern County Mental Health November 2014 - Present
Kern County Mental Health June 2011 - Present
Enviro Cleaners June 2005 - December 2012
Fresno Pacific University August 2005 - January 2011
Creative Financial Staffing April 2010 - November 2010
INROADS Pacific Southwest September 2000 - June 2009
Union Bank of California July 1995 - January 2000
Skills
Customer Relations, Hiring, Interviewing, Interviews, Customer Service, Recruiting, Resume Writing, Leadership Development, Leadership, Staff Development, Event Planning, Therapy, MH Assessments, Human Resources, Management, Organizational..., Nonprofits, Program Management, Strategic Planning, Training
Education
National University 2010 — 2012
MA, Counseling, MFT
Leadership Bakersfield 2007 — 2008
University of La Verne 2001 — 2003
MBA, Business
Pepperdine University 1995 — 1999
BS, Business
Kern County Mental Health November 2014 - Present
Kern County Mental Health June 2011 - Present
Enviro Cleaners June 2005 - December 2012
Fresno Pacific University August 2005 - January 2011
Creative Financial Staffing April 2010 - November 2010
INROADS Pacific Southwest September 2000 - June 2009
Union Bank of California July 1995 - January 2000
Skills
Customer Relations, Hiring, Interviewing, Interviews, Customer Service, Recruiting, Resume Writing, Leadership Development, Leadership, Staff Development, Event Planning, Therapy, MH Assessments, Human Resources, Management, Organizational..., Nonprofits, Program Management, Strategic Planning, Training
Education
National University 2010 — 2012
MA, Counseling, MFT
Leadership Bakersfield 2007 — 2008
University of La Verne 2001 — 2003
MBA, Business
Pepperdine University 1995 — 1999
BS, Business
Sandeep Belkhode Sandeep Belkhode's Union Bank of California Experience September 2002 - August 2003
Job Principal at SingularTruth LLC
Industry Information Technology and Services
Experience
SingularTruth September 2008 - Present
Scott & White Healthcare January 2010 - January 2011
MedAssurant March 2009 - December 2009
Federal Home Loan Bank of New York August 2006 - January 2009
iVedha 2006 - 2009
Axis Group 2006 - 2008
CIT Group May 2004 - August 2006
WellPoint August 2003 - May 2004
Union Bank of California September 2002 - August 2003
Household International March 2001 - September 2002
Skills
Data Warehouse..., Master Data Management, Data Architecture, Business Intelligence, Business Objects, Oracle, Metadata, Financials, Enterprise Software, Healthcare, Manufacturing, Investment Banking, Data Warehousing, Data Modeling, Data Governance
Education
Nagpur University 1993 — 1997
BS, Computer Science
SingularTruth September 2008 - Present
Scott & White Healthcare January 2010 - January 2011
MedAssurant March 2009 - December 2009
Federal Home Loan Bank of New York August 2006 - January 2009
iVedha 2006 - 2009
Axis Group 2006 - 2008
CIT Group May 2004 - August 2006
WellPoint August 2003 - May 2004
Union Bank of California September 2002 - August 2003
Household International March 2001 - September 2002
Skills
Data Warehouse..., Master Data Management, Data Architecture, Business Intelligence, Business Objects, Oracle, Metadata, Financials, Enterprise Software, Healthcare, Manufacturing, Investment Banking, Data Warehousing, Data Modeling, Data Governance
Education
Nagpur University 1993 — 1997
BS, Computer Science
Kirstin Millan's Union Bank of California Experience December 1996 - March 2001
Job Sales & Service Coordinator at Pacific Rim Mechanical
Industry Mechanical or Industrial Engineering
Experience
Pacific Rim Mechanical March 2001 - Present
Union Bank of California December 1996 - March 2001
Target September 1992 - September 1997
Skills
Customer Service, Sales, Time Management, Team Building, Contract Management, Process Scheduler, Account Management, Networking
Education
Palomar College 1992 — 1994
No, Dance
Pacific Rim Mechanical March 2001 - Present
Union Bank of California December 1996 - March 2001
Target September 1992 - September 1997
Skills
Customer Service, Sales, Time Management, Team Building, Contract Management, Process Scheduler, Account Management, Networking
Education
Palomar College 1992 — 1994
No, Dance
Charlie Pfeifer Charlie Pfeifer's Union Bank of California Experience April 1989 - December 2005
Job Managing Director at The Bank of TokyoMitsubishi UFJ, Ltd.
Industry Financial Services
Experience
The Bank of Tokyo-Mitsubishi UFJ, Ltd. January 2010 - Present
IFSA May 2006 - January 2010
PRIME Associates 2006 - 2006
Union Bank of California April 1989 - December 2005
Skills
Payments, Financial Risk, AML, Banking, KYC, SWIFT payments, Back Office, Payment Systems, Financial Institutions, Risk Management, Commercial Banking, Core Banking, Financial Services, Operational Risk, Trade Finance, Loans, Treasury Management, Management
Education
St. Peter's College 1977 — 1980
Bachelor of Science (BS), Accounting and Finance
St Peter's Prep
The Bank of Tokyo-Mitsubishi UFJ, Ltd. January 2010 - Present
IFSA May 2006 - January 2010
PRIME Associates 2006 - 2006
Union Bank of California April 1989 - December 2005
Skills
Payments, Financial Risk, AML, Banking, KYC, SWIFT payments, Back Office, Payment Systems, Financial Institutions, Risk Management, Commercial Banking, Core Banking, Financial Services, Operational Risk, Trade Finance, Loans, Treasury Management, Management
Education
St. Peter's College 1977 — 1980
Bachelor of Science (BS), Accounting and Finance
St Peter's Prep
Phil Adil Phil Adil's Union Bank of California Experience April 1998 - March 2002
Job Senior Business Analyst/Assistant Vice President
Industry Investment Management
Experience
HighMark Capital Management June 2006 - Present
SEI October 2005 - June 2006
Wachovia Securities March 2004 - April 2005
WaMu Capital June 2003 - January 2004
Union Bank of California April 1998 - March 2002
Morgan Stanley 1996 - 1998
Kidder Peabody 1993 - 1994
Salomon Brothers 1989 - 1994
Goldman Sachs 1986 - 1988
Merrill Lynch 1985 - 1986
Skills
Middle Office, Order Management, Reconciliation, Business Requirements, Securities, Account Reconciliation
Education
Rutgers University 1981 — 1985
BA, Economics
Dwight Englewood 1975 — 1981
H.S., College Prep
HighMark Capital Management June 2006 - Present
SEI October 2005 - June 2006
Wachovia Securities March 2004 - April 2005
WaMu Capital June 2003 - January 2004
Union Bank of California April 1998 - March 2002
Morgan Stanley 1996 - 1998
Kidder Peabody 1993 - 1994
Salomon Brothers 1989 - 1994
Goldman Sachs 1986 - 1988
Merrill Lynch 1985 - 1986
Skills
Middle Office, Order Management, Reconciliation, Business Requirements, Securities, Account Reconciliation
Education
Rutgers University 1981 — 1985
BA, Economics
Dwight Englewood 1975 — 1981
H.S., College Prep
Jeff Torchon Jeff Torchon's Union Bank of California Experience 1994 - 1996
Job Principal at Alpha FMC
Industry Financial Services
Experience
Alpha FMC April 2015 - Present
JTorchon Consulting February 2007 - May 2015
Interactive Data Corporation April 2010 - May 2013
Northern Trust Global Investments June 2008 - April 2009
Barclays Global Investors 2000 - 2007
Charles Schwab & Co. 1998 - 1999
Merrill Lynch 1996 - 1998
Union Bank of California 1994 - 1996
Qualified Benefits 1989 - 1993
Integrated Financial 1987 - 1989
Skills
Mutual Funds, Asset Managment, Metrics, Life Insurance, Organizational..., Exchange traded products, Investments, Microsoft Exchange, Financial Services, Strategic Financial..., Financial Markets, ETFs, Securities, Analytics, Market Data, Business Strategy, E-commerce, Web Marketing, Asset Management, Marketing Communications, Marketing Strategy, CRM, Business Development, Marketing, Wealth Management, Lead Generation, Digital Marketing, Finance, Direct Marketing, Leadership, Management, Web Analytics, Relationship Management, Investment Strategies, Executive Management, Electronic Trading, Hedge Funds, Investment Management, Series 7, Fixed Income, Alternative Investments, Trading Systems, Asset Allocation, Equities, Series 63, Options, Financial Advisory, Bonds, Equity Derivatives, Derivatives
Education
San Diego State University-California State University 1979 — 1984
Bachelor of Science, Finance
Escola Graduada de Sao Paulo 1978 — 1979
High School degree
Alpha FMC April 2015 - Present
JTorchon Consulting February 2007 - May 2015
Interactive Data Corporation April 2010 - May 2013
Northern Trust Global Investments June 2008 - April 2009
Barclays Global Investors 2000 - 2007
Charles Schwab & Co. 1998 - 1999
Merrill Lynch 1996 - 1998
Union Bank of California 1994 - 1996
Qualified Benefits 1989 - 1993
Integrated Financial 1987 - 1989
Skills
Mutual Funds, Asset Managment, Metrics, Life Insurance, Organizational..., Exchange traded products, Investments, Microsoft Exchange, Financial Services, Strategic Financial..., Financial Markets, ETFs, Securities, Analytics, Market Data, Business Strategy, E-commerce, Web Marketing, Asset Management, Marketing Communications, Marketing Strategy, CRM, Business Development, Marketing, Wealth Management, Lead Generation, Digital Marketing, Finance, Direct Marketing, Leadership, Management, Web Analytics, Relationship Management, Investment Strategies, Executive Management, Electronic Trading, Hedge Funds, Investment Management, Series 7, Fixed Income, Alternative Investments, Trading Systems, Asset Allocation, Equities, Series 63, Options, Financial Advisory, Bonds, Equity Derivatives, Derivatives
Education
San Diego State University-California State University 1979 — 1984
Bachelor of Science, Finance
Escola Graduada de Sao Paulo 1978 — 1979
High School degree
Rona Applebee Rona Applebee's Union Bank of California Experience March 1988 - June 1991
Job Technician at W.R.A. Video
Industry Accounting
Experience
W.R.A. Video October 2010 - Present
W.R.A. Independent Tax Preparation February 2007 - Present
W.R.A. Independent Tax Preparation February 2004 - May 2006
US Bank December 1997 - March 1999
Union Bank of California March 1988 - June 1991
CTI Transportation September 1982 - March 1984
Sherwood, Inc. (adidas AG agent in Taiwan) July 1981 - July 1982
Skills
Microsoft Word, Budgets, Customer Service, English, Outlook, Accounting, Windows
Education
Truman State University 1984 — 1986
Bachelor of Business Administration (B.B.A.), Finance, General
Ming Chuan University 1976 — 1981
Associate's Degree, International Business
W.R.A. Video October 2010 - Present
W.R.A. Independent Tax Preparation February 2007 - Present
W.R.A. Independent Tax Preparation February 2004 - May 2006
US Bank December 1997 - March 1999
Union Bank of California March 1988 - June 1991
CTI Transportation September 1982 - March 1984
Sherwood, Inc. (adidas AG agent in Taiwan) July 1981 - July 1982
Skills
Microsoft Word, Budgets, Customer Service, English, Outlook, Accounting, Windows
Education
Truman State University 1984 — 1986
Bachelor of Business Administration (B.B.A.), Finance, General
Ming Chuan University 1976 — 1981
Associate's Degree, International Business
Bindu Pabrai Bindu Pabrai's Union Bank of California Experience January 2003 - July 2004
Job Lead QA Analyst
Industry Information Technology and Services
Experience
RBC Wealth Management USA February 2015 - Present
RBC USWM December 2013 - January 2015
RBC June 2008 - November 2013
CIBC December 2007 - March 2008
Royal Caribbean Cruises, Ltd. June 2007 - December 2007
Capital One USA August 2004 - January 2007
Union Bank of California January 2003 - July 2004
Sun Microsystems Inc USA August 2000 - December 2003
Intel Corporation March 2000 - July 2000
Compunnel Software Group 1999 - 2000
Skills
Java, Test Planning, Software Quality..., SDLC, Quality Assurance, Testing, User Acceptance Testing, Oracle, Team Management, Management, Enterprise Software, Analysis, Quality Center, Test Management, Team Building, Regression Testing, Agile Methodologies, Test Automation, Test Strategy
Education
International Software Testing Qualifications Board - ISTQB 2011 — 2011
Certified Tester Foundation Level - CTFL, Software QA
IBM (ACE) Authorized Centre for Education 1997 — 1998
Advanced Application Development, Computer Science
Panjab University 1980 — 1984
Bachelor of Arts (B.A.), Economics Honors
RBC Wealth Management USA February 2015 - Present
RBC USWM December 2013 - January 2015
RBC June 2008 - November 2013
CIBC December 2007 - March 2008
Royal Caribbean Cruises, Ltd. June 2007 - December 2007
Capital One USA August 2004 - January 2007
Union Bank of California January 2003 - July 2004
Sun Microsystems Inc USA August 2000 - December 2003
Intel Corporation March 2000 - July 2000
Compunnel Software Group 1999 - 2000
Skills
Java, Test Planning, Software Quality..., SDLC, Quality Assurance, Testing, User Acceptance Testing, Oracle, Team Management, Management, Enterprise Software, Analysis, Quality Center, Test Management, Team Building, Regression Testing, Agile Methodologies, Test Automation, Test Strategy
Education
International Software Testing Qualifications Board - ISTQB 2011 — 2011
Certified Tester Foundation Level - CTFL, Software QA
IBM (ACE) Authorized Centre for Education 1997 — 1998
Advanced Application Development, Computer Science
Panjab University 1980 — 1984
Bachelor of Arts (B.A.), Economics Honors
David Olnick David Olnick's Union Bank of California Experience August 1983 - February 1992
Job Investment Executive, Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Inc. April 2012 - Present
U.S. Bancorp Private Client Reserve Group June 2009 - April 2012
Mellon 1st Business Bank/BNY Mellon August 1992 - April 2009
Union Bank of California August 1983 - February 1992
Skills
Investments, Financial Risk, Mutual Funds, Management, Bond Markets, Municipal Bonds, Money Market, Wealth Management, Banking, Interest Rate..., Customer Retention, Trusted Advisor, Fixed Income, Securities, Bonds, Financial Services
Education
University of Southern California 1976 — 1979
International Economics and International Affairs
Pasadena City College 1972 — 1975
General Education
The American School of Kinshasa 1969 — 1970
HS Diploma, General
British School of Teresopolis 1963 — 1965
Raymond James Financial Inc. April 2012 - Present
U.S. Bancorp Private Client Reserve Group June 2009 - April 2012
Mellon 1st Business Bank/BNY Mellon August 1992 - April 2009
Union Bank of California August 1983 - February 1992
Skills
Investments, Financial Risk, Mutual Funds, Management, Bond Markets, Municipal Bonds, Money Market, Wealth Management, Banking, Interest Rate..., Customer Retention, Trusted Advisor, Fixed Income, Securities, Bonds, Financial Services
Education
University of Southern California 1976 — 1979
International Economics and International Affairs
Pasadena City College 1972 — 1975
General Education
The American School of Kinshasa 1969 — 1970
HS Diploma, General
British School of Teresopolis 1963 — 1965
Chris Angulo-Bertram Chris Angulo-Bertram's Union Bank of California Experience March 2006 - June 2007
Job Systems Engineer at Wells Fargo Dealer Services
Industry Financial Services
Experience
Wells Fargo Dealer Services June 2007 - Present
Union Bank of California March 2006 - June 2007
Lennar Corporation February 2003 - March 2005
IntelliSolutions January 1998 - February 2003
Compucom Systems June 2000 - September 2001
P H.Bink International April 1998 - June 2000
Haworth Marketing & Media February 1996 - April 1998
Skills
SCCM, Software Packaging, System Deployment, Systems Engineering, Linux, Troubleshooting, Disaster Recovery, VBScript, VMware, Application Packaging, Security, Active Directory, Hardware, Microsoft Exchange, Servers, Software Documentation, Cisco Technologies, Network Administration, Software Installation, Infrastructure, Testing, Windows, Citrix, Virtualization, Group Policy, Help Desk Support, Integration, Windows Server, Requirements Analysis
Education
University of the People
computer science
Saddleback College
BSBA, Busines with an IT focus
University of Minnesota-Twin Cities
Wave Technologies
Wells Fargo Dealer Services June 2007 - Present
Union Bank of California March 2006 - June 2007
Lennar Corporation February 2003 - March 2005
IntelliSolutions January 1998 - February 2003
Compucom Systems June 2000 - September 2001
P H.Bink International April 1998 - June 2000
Haworth Marketing & Media February 1996 - April 1998
Skills
SCCM, Software Packaging, System Deployment, Systems Engineering, Linux, Troubleshooting, Disaster Recovery, VBScript, VMware, Application Packaging, Security, Active Directory, Hardware, Microsoft Exchange, Servers, Software Documentation, Cisco Technologies, Network Administration, Software Installation, Infrastructure, Testing, Windows, Citrix, Virtualization, Group Policy, Help Desk Support, Integration, Windows Server, Requirements Analysis
Education
University of the People
computer science
Saddleback College
BSBA, Busines with an IT focus
University of Minnesota-Twin Cities
Wave Technologies
Edwin Chin Edwin Chin's Union Bank of California Experience July 1997 - December 1999
Job Account Manager Global Corporate Solutions at NASDAQ
Industry Information Services
Experience
Nasdaq September 2012 - Present
Thomson Reuters January 2008 - March 2011
Reuters 2001 - 2008
Bridge Information Systems January 1999 - January 2001
Union Bank of California July 1997 - December 1999
Mellon Trust June 1994 - January 1997
Skills
Account Management, Market Data, Pre-sales, Training, Investor Relations, Financial Services, Lead Generation, Selling, Sales, Consultative Selling, Client Services, Virtual Training, Thomson ONE Investor..., Factset Data Systems, Financial Markets
Education
Northeastern University
Bachelor of Science, Finance
Nasdaq September 2012 - Present
Thomson Reuters January 2008 - March 2011
Reuters 2001 - 2008
Bridge Information Systems January 1999 - January 2001
Union Bank of California July 1997 - December 1999
Mellon Trust June 1994 - January 1997
Skills
Account Management, Market Data, Pre-sales, Training, Investor Relations, Financial Services, Lead Generation, Selling, Sales, Consultative Selling, Client Services, Virtual Training, Thomson ONE Investor..., Factset Data Systems, Financial Markets
Education
Northeastern University
Bachelor of Science, Finance
Shoba Elaiyavalli Shoba Elaiyavalli's Union Bank of California Experience September 2000 - February 2007
Job Assistant Vice President, Architecture
Industry Information Technology and Services
Experience
LPL Financial June 2014 - Present
LPL Financial Services September 2010 - June 2014
Northrop Grumman February 2007 - May 2010
Union Bank Of California September 2000 - February 2007
Inabled Inc June 2000 - August 2000
Inabled Inc 2000 - 2000
Skills
SDLC, Program Management, Software Project..., Vendor Management, Enterprise Architecture, Agile Methodologies, Project Portfolio..., PMP, Requirements Analysis, PMO, Enterprise Software, Business Process, Project Management, Business Analysis, IT Management, ERP, Management, Risk Management, Information Technology, IT Strategy, Visio, Integration, SharePoint, Business Process..., Agile Project Management, Business Intelligence, Requirements Gathering, Architectures, Resource Management, ITIL, Project Delivery
Education
Regis University 2007 — 2008
MBA, General
University of Madras 1993 — 1997
Bachelor of Engineering, Computer Science
LPL Financial June 2014 - Present
LPL Financial Services September 2010 - June 2014
Northrop Grumman February 2007 - May 2010
Union Bank Of California September 2000 - February 2007
Inabled Inc June 2000 - August 2000
Inabled Inc 2000 - 2000
Skills
SDLC, Program Management, Software Project..., Vendor Management, Enterprise Architecture, Agile Methodologies, Project Portfolio..., PMP, Requirements Analysis, PMO, Enterprise Software, Business Process, Project Management, Business Analysis, IT Management, ERP, Management, Risk Management, Information Technology, IT Strategy, Visio, Integration, SharePoint, Business Process..., Agile Project Management, Business Intelligence, Requirements Gathering, Architectures, Resource Management, ITIL, Project Delivery
Education
Regis University 2007 — 2008
MBA, General
University of Madras 1993 — 1997
Bachelor of Engineering, Computer Science
Kevin Bruni Kevin Bruni's Union Bank of California Experience March 2011 - Present
Job Relationship Manager, Institutional Trust and Custody at Union Bank of California
Industry Financial Services
Experience
Union Bank of California March 2011 - Present
Union Bank 2011 - 2015
Fidelity Investments February 2001 - March 2010
Charles Schwab & Co January 2001 - January 2006
Wells Fargo Bank January 1997 - January 1999
Premier Services Telephone Group January 1990 - January 1996
Kitale Kenya July 1988 - July 1989
Skills
Change Management, Series 7
Education
Saint Mary's College of California 1984 — 1988
BS, Business Administration
Union Bank of California March 2011 - Present
Union Bank 2011 - 2015
Fidelity Investments February 2001 - March 2010
Charles Schwab & Co January 2001 - January 2006
Wells Fargo Bank January 1997 - January 1999
Premier Services Telephone Group January 1990 - January 1996
Kitale Kenya July 1988 - July 1989
Skills
Change Management, Series 7
Education
Saint Mary's College of California 1984 — 1988
BS, Business Administration
David Drake David Drake's Union Bank of California Experience 1987 - April 2005
Job Director, Deposit & Payment Solutions Product Manager at CIT Bank N.A.
Industry Banking
Experience
CIT Bank, N.A. March 2014 - Present
CIT Bank, N.A. March 2014 - Present
Cadence Bank, N.A. March 2012 - May 2013
The RWC Group August 2011 - March 2012
East West Bank September 2010 - May 2011
City National Bank December 2009 - September 2010
Independent Contractor August 2008 - November 2009
Countrywide Bank May 2005 - August 2008
Union Bank of California 1987 - April 2005
Wells Fargo 1994 - 1995
Skills
Product Development, Customer Experience, Change Management, Operations Management, Project Management, Commercial Banking, Enterprise Software, Managerial Finance, Analysis, Cash Management, Product Management, Quality Management, Cross-functional Team..., Banking, Payments, Portfolio Management, Vendor Management, Leadership, Project Planning, Strategy, Credit Cards, Treasury Management, Strategic Planning, Growth Strategies, Program Management, Marketing Strategy, Management, Risk Management, Treasury Services, CRM, New Business Development, Executive Management, Retail Banking, ACH, Business Strategy, Finance, Business Planning, Financial Services, Business Analysis, Management Consulting, Customer Service, Treasury, Business Process..., Team Leadership, Process Improvement, Marketing, Mergers & Acquisitions, P&L Responsibility, Business Development, Financial Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1987 — 1989
MBA, Business Strategy
CIT Bank, N.A. March 2014 - Present
CIT Bank, N.A. March 2014 - Present
Cadence Bank, N.A. March 2012 - May 2013
The RWC Group August 2011 - March 2012
East West Bank September 2010 - May 2011
City National Bank December 2009 - September 2010
Independent Contractor August 2008 - November 2009
Countrywide Bank May 2005 - August 2008
Union Bank of California 1987 - April 2005
Wells Fargo 1994 - 1995
Skills
Product Development, Customer Experience, Change Management, Operations Management, Project Management, Commercial Banking, Enterprise Software, Managerial Finance, Analysis, Cash Management, Product Management, Quality Management, Cross-functional Team..., Banking, Payments, Portfolio Management, Vendor Management, Leadership, Project Planning, Strategy, Credit Cards, Treasury Management, Strategic Planning, Growth Strategies, Program Management, Marketing Strategy, Management, Risk Management, Treasury Services, CRM, New Business Development, Executive Management, Retail Banking, ACH, Business Strategy, Finance, Business Planning, Financial Services, Business Analysis, Management Consulting, Customer Service, Treasury, Business Process..., Team Leadership, Process Improvement, Marketing, Mergers & Acquisitions, P&L Responsibility, Business Development, Financial Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1987 — 1989
MBA, Business Strategy
Kieu Cary's Union Bank of California Experience December 1998 - September 2009
Job System Specialist at UBOC
Industry Information Technology and Services
Experience
N.B.D. Consulting Services January 2013 - Present
Union Bank of California December 1998 - September 2009
Oracle Corporation July 1996 - November 1999
Hughes Space and Communications April 1985 - July 1996
Skills
SDLC, Management, Business Process..., Software Project..., ITIL, Integration, Human Resources, Scrum, Databases, Unix, Project Management, Process Improvement, Software Development, PMP, Systems Analysis, Business Requirements, Business Intelligence, ETL, Software Documentation, Oracle, SQL, Disaster Recovery, Data Analysis, Testing, Web Applications, Visio, Microsoft SQL Server, Analysis, Access, Agile Methodologies, Team Building, Performance Management, Customer Service, Business Analysis, Enterprise Architecture, User Acceptance Testing, IT Management, Data Modeling, Business Objects, Requirements Analysis, New Business Development, Solaris, Performance Tuning, SharePoint, Informatica, Data Warehousing, Vendor Management, Business Process, Requirements Gathering, PL/SQL
Education
University of California, Irvine 2012 — 2014
Certification
Laura Brandenburg@www.bridging-the-gap.com 2012 — 2012
Certification
IDT (Integrated Digital Technologies) 2011 — 2011
MCITP
Northrop University 1984 — 1988
BS
San Diego City College 1981 — 1983
Associate's Degree
N.B.D. Consulting Services January 2013 - Present
Union Bank of California December 1998 - September 2009
Oracle Corporation July 1996 - November 1999
Hughes Space and Communications April 1985 - July 1996
Skills
SDLC, Management, Business Process..., Software Project..., ITIL, Integration, Human Resources, Scrum, Databases, Unix, Project Management, Process Improvement, Software Development, PMP, Systems Analysis, Business Requirements, Business Intelligence, ETL, Software Documentation, Oracle, SQL, Disaster Recovery, Data Analysis, Testing, Web Applications, Visio, Microsoft SQL Server, Analysis, Access, Agile Methodologies, Team Building, Performance Management, Customer Service, Business Analysis, Enterprise Architecture, User Acceptance Testing, IT Management, Data Modeling, Business Objects, Requirements Analysis, New Business Development, Solaris, Performance Tuning, SharePoint, Informatica, Data Warehousing, Vendor Management, Business Process, Requirements Gathering, PL/SQL
Education
University of California, Irvine 2012 — 2014
Certification
Laura Brandenburg@www.bridging-the-gap.com 2012 — 2012
Certification
IDT (Integrated Digital Technologies) 2011 — 2011
MCITP
Northrop University 1984 — 1988
BS
San Diego City College 1981 — 1983
Associate's Degree
Rachelle Sullivan's Union Bank of California Experience 2003 - 2006
Job IT Security Analyst at Kaiser Permanente
Industry Information Technology and Services
Experience
Kaiser Permanente May 2015 - Present
Kaiser Permanente January 2011 - September 2015
Insight Global (Kaiser Permanente) Identity & Access Management Information Protection January 2008 - January 2011
Union bank of California 2003 - 2006
Wells Fargo August 1989 - July 1996
Skills
Process Improvement, Troubleshooting, Access, Documentation, Information Security, Training, Lotus Notes, Epic Systems, Healthcare Information..., HIPAA
Education
Mt. San Antonio College 2006 — 2008
Baldwin Park High School 1985 — 1989
Diploma, General
Kaiser Permanente May 2015 - Present
Kaiser Permanente January 2011 - September 2015
Insight Global (Kaiser Permanente) Identity & Access Management Information Protection January 2008 - January 2011
Union bank of California 2003 - 2006
Wells Fargo August 1989 - July 1996
Skills
Process Improvement, Troubleshooting, Access, Documentation, Information Security, Training, Lotus Notes, Epic Systems, Healthcare Information..., HIPAA
Education
Mt. San Antonio College 2006 — 2008
Baldwin Park High School 1985 — 1989
Diploma, General
John Cabigon M.P.A.'s Union Bank of California Experience July 2000 - August 2002
Job Home Equity Loan and Mortgage Expert!
Industry Banking
Experience
Comerica Bank August 2010 - Present
Comerica 2010 - 2014
Wells Fargo Bank August 2002 - June 2010
Union Bank of California July 2000 - August 2002
Skills
Microsoft Office, Process Automation, Customer Service, Banking, Loans, Credit, Microsoft Excel, Retail Banking, Microsoft Word, Outlook, Coaching, Mortgage Lending, Sales, Commercial Banking, Team Leadership, Strategic Planning, Customer Satisfaction, Customer Retention, Compliance, Internal Audit, Auditing, Lotus Notes, Hogan Assessments, PowerPoint, Budget Monitoring, Analysis, Portfolio Management, Accounts Payable, Time Management, Retail, Small Business, Insurance, Finance, Risk Management, Leadership, Training, Management
Education
National University 2012 — 2013
Master of Public Administration (MPA), Human Resources Management/Personnel Administration, General
San Diego State University-California State University 2003 — 2005
PUBLIC HEALTH, Community Health Education
San Diego State University 2002 — 2005
Bachelor, Health Science
Palomar Community College 1999 — 2002
Associates Degree, Arts and General Education
MT CARMEL HIGH SCHOOL 1996 — 1999
General Education, Regular/General High School/Secondary Diploma Program
Comerica Bank August 2010 - Present
Comerica 2010 - 2014
Wells Fargo Bank August 2002 - June 2010
Union Bank of California July 2000 - August 2002
Skills
Microsoft Office, Process Automation, Customer Service, Banking, Loans, Credit, Microsoft Excel, Retail Banking, Microsoft Word, Outlook, Coaching, Mortgage Lending, Sales, Commercial Banking, Team Leadership, Strategic Planning, Customer Satisfaction, Customer Retention, Compliance, Internal Audit, Auditing, Lotus Notes, Hogan Assessments, PowerPoint, Budget Monitoring, Analysis, Portfolio Management, Accounts Payable, Time Management, Retail, Small Business, Insurance, Finance, Risk Management, Leadership, Training, Management
Education
National University 2012 — 2013
Master of Public Administration (MPA), Human Resources Management/Personnel Administration, General
San Diego State University-California State University 2003 — 2005
PUBLIC HEALTH, Community Health Education
San Diego State University 2002 — 2005
Bachelor, Health Science
Palomar Community College 1999 — 2002
Associates Degree, Arts and General Education
MT CARMEL HIGH SCHOOL 1996 — 1999
General Education, Regular/General High School/Secondary Diploma Program
Ray Dennis's Union Bank of California Experience January 1990 - January 1993
Job Senior Marketing Strategist & Consultant
Industry Marketing and Advertising
Experience
ONE MEDIA MARKETING January 1996 - Present
Claire Pettibone January 2002 - Present
PlayStation® Move Pop-Up Store September 2010 - November 2010
Urban Hang Suite November 2006 - July 2007
Music Video/Film Production January 1992 - September 1994
Rap Sheet Magazine January 1992 - September 1994
City National Bank January 1993 - February 1994
Union Bank of California January 1990 - January 1993
Skills
Social Media Marketing, Marketing Strategy, Strategy, Creative Direction, Social Media, Relationship Marketing, Marketing, Digital Marketing, Brand Awareness, Brand Development, Brand Architecture, New Business Development, Digital Media, Leadership, Public Relations, Integrated Marketing, Entertainment, Event Planning, Viral Marketing, Interactive Marketing, Business Development, Social Marketing, Digital Strategy, Brand Management, Guerrilla Marketing, Start-ups, Sponsorship, Social Media Measurement, Content Strategy, Online Advertising, Team Leadership, Strategic Partnerships, Online Marketing, Content Marketing, Word Of Mouth Marketing, Management, Experiential Marketing, Partnerships, Web Design, Live Events, Corporate Branding, Tumblr, Visual Content Curation, Pinterest, Facebook Marketing, Concept Ideation, Influencer Marketing, Consumer Insight, Marketing Communications, Instagram
Education
Saint Mary's College of California
B.S., Business Administration
St. Mary's College High School
High School, High School/Secondary Diplomas and Certificates
ONE MEDIA MARKETING January 1996 - Present
Claire Pettibone January 2002 - Present
PlayStation® Move Pop-Up Store September 2010 - November 2010
Urban Hang Suite November 2006 - July 2007
Music Video/Film Production January 1992 - September 1994
Rap Sheet Magazine January 1992 - September 1994
City National Bank January 1993 - February 1994
Union Bank of California January 1990 - January 1993
Skills
Social Media Marketing, Marketing Strategy, Strategy, Creative Direction, Social Media, Relationship Marketing, Marketing, Digital Marketing, Brand Awareness, Brand Development, Brand Architecture, New Business Development, Digital Media, Leadership, Public Relations, Integrated Marketing, Entertainment, Event Planning, Viral Marketing, Interactive Marketing, Business Development, Social Marketing, Digital Strategy, Brand Management, Guerrilla Marketing, Start-ups, Sponsorship, Social Media Measurement, Content Strategy, Online Advertising, Team Leadership, Strategic Partnerships, Online Marketing, Content Marketing, Word Of Mouth Marketing, Management, Experiential Marketing, Partnerships, Web Design, Live Events, Corporate Branding, Tumblr, Visual Content Curation, Pinterest, Facebook Marketing, Concept Ideation, Influencer Marketing, Consumer Insight, Marketing Communications, Instagram
Education
Saint Mary's College of California
B.S., Business Administration
St. Mary's College High School
High School, High School/Secondary Diplomas and Certificates
Jason Fitch Jason Fitch's Union Bank of California Experience February 2004 - November 2004
Job Operations Manager at Cardinal Health
Industry Hospital & Health Care
Experience
Cardinal Health October 2014 - Present
Cardinal Health April 2013 - October 2014
Cardinal Health June 2011 - April 2013
Target May 2008 - May 2011
ART INSTITUTE OF CALIFORNIA August 2007 - May 2008
SAFE Credit Union November 2004 - February 2007
UNION BANK OF CALIFORNIA February 2004 - November 2004
Schools Financial Credit Union March 1997 - March 2004
Skills
Inventory Management, Customer Service, Training, Quality Control, Supply Chain Management, Customer Retention, Warehousing, Supply Chain, Transportation, Leadership, Customer Support, Operations Management, Creativity, Staff Development, Kaizen, Kaizen Leadership, Customer Satisfaction, Six Sigma, Value Stream Mapping, Team Leadership, Management, Sales Operations, Time Management, Sales, Recruiting, Lean Manufacturing, Project Planning, Team Building
Education
NATIONAL UNIVERSITY 2002 — 2005
Bachelor of Arts, Business Management; Sports Team Management
Norwich University 1989 — 1991
Cardinal Health October 2014 - Present
Cardinal Health April 2013 - October 2014
Cardinal Health June 2011 - April 2013
Target May 2008 - May 2011
ART INSTITUTE OF CALIFORNIA August 2007 - May 2008
SAFE Credit Union November 2004 - February 2007
UNION BANK OF CALIFORNIA February 2004 - November 2004
Schools Financial Credit Union March 1997 - March 2004
Skills
Inventory Management, Customer Service, Training, Quality Control, Supply Chain Management, Customer Retention, Warehousing, Supply Chain, Transportation, Leadership, Customer Support, Operations Management, Creativity, Staff Development, Kaizen, Kaizen Leadership, Customer Satisfaction, Six Sigma, Value Stream Mapping, Team Leadership, Management, Sales Operations, Time Management, Sales, Recruiting, Lean Manufacturing, Project Planning, Team Building
Education
NATIONAL UNIVERSITY 2002 — 2005
Bachelor of Arts, Business Management; Sports Team Management
Norwich University 1989 — 1991
Beverly Warren Beverly Warren's Union Bank of California Experience September 2001 - March 2002
Job Life Long Learning!
Industry Education Management
Experience
San Diego Community College District July 2015 - Present
San Diego State University April 2013 - July 2015
San Diego State University September 2012 - April 2013
San Diego State University May 2007 - September 2012
San Diego State University February 2006 - May 2007
San Diego State University May 2004 - January 2006
San Diego Unified School District January 2004 - May 2004
Palomar College November 2002 - January 2004
Social Advocates for Youth (SAY San Diego Inc.) March 2002 - September 2002
Union Bank of California September 2001 - March 2002
Skills
Academic Advising, Community Outreach, Customer Service, Event Planning, Fundraising, Grant Writing, Higher Education, Leadership Development, Nonprofits, Program Development, Program Evaluation, Public Speaking, Student Affairs, Student Development, Student Leadership, Student Engagement, Teaching, Event Management, Staff Development, Resume Writing, Leadership, International Education, Public Relations, Student Counseling, Spanish, Adult Education, Admissions, Higher Education..., Grants, Training, Program Coordination, Youth Development, Residence Life
Education
San Diego State University-California State University 2004 — 2006
Master's, Educational Leadership: Post Secondary Student Affairs
Fisk University 1996 — 2000
Bachelor's, Spanish
Gompers
San Diego State University-California State University
Doctorate, Education: Post Secondary Educational Leadership
San Diego Community College District July 2015 - Present
San Diego State University April 2013 - July 2015
San Diego State University September 2012 - April 2013
San Diego State University May 2007 - September 2012
San Diego State University February 2006 - May 2007
San Diego State University May 2004 - January 2006
San Diego Unified School District January 2004 - May 2004
Palomar College November 2002 - January 2004
Social Advocates for Youth (SAY San Diego Inc.) March 2002 - September 2002
Union Bank of California September 2001 - March 2002
Skills
Academic Advising, Community Outreach, Customer Service, Event Planning, Fundraising, Grant Writing, Higher Education, Leadership Development, Nonprofits, Program Development, Program Evaluation, Public Speaking, Student Affairs, Student Development, Student Leadership, Student Engagement, Teaching, Event Management, Staff Development, Resume Writing, Leadership, International Education, Public Relations, Student Counseling, Spanish, Adult Education, Admissions, Higher Education..., Grants, Training, Program Coordination, Youth Development, Residence Life
Education
San Diego State University-California State University 2004 — 2006
Master's, Educational Leadership: Post Secondary Student Affairs
Fisk University 1996 — 2000
Bachelor's, Spanish
Gompers
San Diego State University-California State University
Doctorate, Education: Post Secondary Educational Leadership
Teena Duong Elder's Union Bank of California Experience March 2003 - July 2007
Job Vice President, Business Banking Group at U.S. Bank
Industry Banking
Experience
U.S. Bank March 2015 - Present
Opus Bank January 2014 - March 2015
Bank of America January 2012 - August 2013
Asian Business Association of San Diego November 2008 - January 2013
JPMorgan Chase March 2010 - January 2012
Citibank July 2007 - March 2010
Union Bank of California March 2003 - July 2007
Western Financial Bank December 2001 - March 2003
Skills
Commercial Banking, Banking, Real Estate, Microsoft Office, Accounting, Credit, Management, Finance, Mortgage Lending, Loans, Commercial Mortgages, Commercial Lending, Business Analysis, Sales Management, New Business Development, Financial Services, Portfolio Management, Underwriting, Customer Service, Investments, Risk Management, Financial Analysis, Small Business Lending, Sales, Loan Origination, Credit Analysis, Entrepreneurship, Marketing, Program Management, Mortgage Banking, Cash Management, Treasury Management, Lines Of Credit, Mergers & Acquisitions, Consumer Lending, Business Development, Refinance, SBA, Relationship Management, Retail Banking, Asset Based Lending, Cross Selling, Wealth Management, Residential Mortgages, FHA, Credit Cards, Branch Management, Deposits, Financial Risk, Credit Risk
Education
San Diego State University-California State University 2003 — 2007
B.S. in Business Administration, Finance & Psychology
San Diego Mesa College 2000 — 2003
A.A./A.S./Business Certificate, Business Administration/Accounting/Liberal Studies
U.S. Bank March 2015 - Present
Opus Bank January 2014 - March 2015
Bank of America January 2012 - August 2013
Asian Business Association of San Diego November 2008 - January 2013
JPMorgan Chase March 2010 - January 2012
Citibank July 2007 - March 2010
Union Bank of California March 2003 - July 2007
Western Financial Bank December 2001 - March 2003
Skills
Commercial Banking, Banking, Real Estate, Microsoft Office, Accounting, Credit, Management, Finance, Mortgage Lending, Loans, Commercial Mortgages, Commercial Lending, Business Analysis, Sales Management, New Business Development, Financial Services, Portfolio Management, Underwriting, Customer Service, Investments, Risk Management, Financial Analysis, Small Business Lending, Sales, Loan Origination, Credit Analysis, Entrepreneurship, Marketing, Program Management, Mortgage Banking, Cash Management, Treasury Management, Lines Of Credit, Mergers & Acquisitions, Consumer Lending, Business Development, Refinance, SBA, Relationship Management, Retail Banking, Asset Based Lending, Cross Selling, Wealth Management, Residential Mortgages, FHA, Credit Cards, Branch Management, Deposits, Financial Risk, Credit Risk
Education
San Diego State University-California State University 2003 — 2007
B.S. in Business Administration, Finance & Psychology
San Diego Mesa College 2000 — 2003
A.A./A.S./Business Certificate, Business Administration/Accounting/Liberal Studies
Jake Bridgland's Union Bank of California Experience May 2002 - May 2005
Job Executive Search Consultant at Innovations PSI
Industry Investment Management
Experience
Innovations PSI June 2015 - Present
Spyglass Retirement Systems March 2014 - Present
John Hancock Life Insurance Company (U.S.A.) January 2011 - September 2013
Manulife Financial April 2006 - January 2011
Salomon Brothers 2005 - 2006
Union Bank of California May 2002 - May 2005
Fidelity Investments May 2000 - May 2004
Skills
Mutual Funds, Investments, Portfolio Management, Wealth Management, Alternative Investments, Sales, Asset Allocation, Financial Advisory, Financial Markets, Relationship Management, Series 7, ETFs, Retirement, Separately Managed..., Creative Marketer, Communicaitons, Series 6, Finance, Series 63, 401k, Equities, Languages, Egyptian Arabic, Great Motivator, Thought Leadership, Financial Services, Fixed Income, Investment Advisory, Securities, Investment Strategies, Asset Management
Education
Northumbria University 1994 — 1998
BA Economics, Financial Economics, Econometrics
Northumbria University
Bachelor's degree, Economics
Innovations PSI June 2015 - Present
Spyglass Retirement Systems March 2014 - Present
John Hancock Life Insurance Company (U.S.A.) January 2011 - September 2013
Manulife Financial April 2006 - January 2011
Salomon Brothers 2005 - 2006
Union Bank of California May 2002 - May 2005
Fidelity Investments May 2000 - May 2004
Skills
Mutual Funds, Investments, Portfolio Management, Wealth Management, Alternative Investments, Sales, Asset Allocation, Financial Advisory, Financial Markets, Relationship Management, Series 7, ETFs, Retirement, Separately Managed..., Creative Marketer, Communicaitons, Series 6, Finance, Series 63, 401k, Equities, Languages, Egyptian Arabic, Great Motivator, Thought Leadership, Financial Services, Fixed Income, Investment Advisory, Securities, Investment Strategies, Asset Management
Education
Northumbria University 1994 — 1998
BA Economics, Financial Economics, Econometrics
Northumbria University
Bachelor's degree, Economics
Arthemis Lejarde, MBA's Union Bank of California Experience August 2004 - November 2005
Job Manager, Demand Planning Travel Retail World Wide
Industry Cosmetics
Experience
The Estée Lauder Companies Inc. December 2014 - Present
Orly International February 2012 - August 2014
PETCO Animal Supplies, Inc. April 2011 - August 2011
Creative Nail Design (now owned by Revlon Professional) March 2006 - October 2009
Union Bank of California August 2004 - November 2005
PacifiCare 1996 - 2002
Skills
Accounting, Analysis, Analytics, Budgets, Entrepreneurship, Finance, Financial Analysis, Forecasting, Management, Marketing, Sales, Strategy, Strategic Planning, Competitive Analysis, Manufacturing, Business Intelligence, Demand Planning, Supply Chain, Cross-functional Team..., Consumer Products, Inventory Management, Supply Chain Management, Process Improvement, Operations Management, SAP, Retail
Education
Yale University
BA, Economics, Cum Laude
San Diego State University-California State University 2002 — 2004
MBA, Finance & Entrepreneurship, 3.8
Brooklyn tech
The Estée Lauder Companies Inc. December 2014 - Present
Orly International February 2012 - August 2014
PETCO Animal Supplies, Inc. April 2011 - August 2011
Creative Nail Design (now owned by Revlon Professional) March 2006 - October 2009
Union Bank of California August 2004 - November 2005
PacifiCare 1996 - 2002
Skills
Accounting, Analysis, Analytics, Budgets, Entrepreneurship, Finance, Financial Analysis, Forecasting, Management, Marketing, Sales, Strategy, Strategic Planning, Competitive Analysis, Manufacturing, Business Intelligence, Demand Planning, Supply Chain, Cross-functional Team..., Consumer Products, Inventory Management, Supply Chain Management, Process Improvement, Operations Management, SAP, Retail
Education
Yale University
BA, Economics, Cum Laude
San Diego State University-California State University 2002 — 2004
MBA, Finance & Entrepreneurship, 3.8
Brooklyn tech
Keith Russell's Union Bank of California Experience October 2000 - June 2006
Job USA Imaging Inc
Industry Information Technology and Services
Experience
USA IMAGING, Inc. July 2005 - Present
HDR September 2006 - May 2007
Union Bank of California October 2000 - June 2006
Otay Municipal Water District October 1995 - August 2000
San Diego Data Processing Corp April 1990 - September 1995
City of Encinitas 1986 - 1990
Optigraphics 1982 - 1986
Skills
Databases, Database Design, Oracle, PL/SQL, Data Modeling, Software Development, GIS, ETL, Enterprise Software, SQL, Database Admin, Programming, Requirements Analysis, Integration, Business Intelligence, Software Project..., Enterprise Architecture, Database Administration, Front-end, SDLC, Web Applications, Microsoft SQL Server, T-SQL
Education
San Diego State University-California State University
Bachelor's Degree, BS Civil Engineering
National University
BS, Computer Science
USA IMAGING, Inc. July 2005 - Present
HDR September 2006 - May 2007
Union Bank of California October 2000 - June 2006
Otay Municipal Water District October 1995 - August 2000
San Diego Data Processing Corp April 1990 - September 1995
City of Encinitas 1986 - 1990
Optigraphics 1982 - 1986
Skills
Databases, Database Design, Oracle, PL/SQL, Data Modeling, Software Development, GIS, ETL, Enterprise Software, SQL, Database Admin, Programming, Requirements Analysis, Integration, Business Intelligence, Software Project..., Enterprise Architecture, Database Administration, Front-end, SDLC, Web Applications, Microsoft SQL Server, T-SQL
Education
San Diego State University-California State University
Bachelor's Degree, BS Civil Engineering
National University
BS, Computer Science
Anna Christensen Anna Christensen's Union Bank of California Experience May 2006 - August 2006
Job Event Planner at Cole Capital
Industry Financial Services
Experience
Cole Capital June 2014 - Present
Cole Capital April 2012 - May 2014
Northern Trust October 2007 - April 2012
Barclays Wealth June 2007 - August 2007
Union Bank of California May 2006 - August 2006
Union Bank of California June 2005 - August 2005
Skills
Alternative Investments, Relationship Management, Financial Services, Customer Service, Wealth Management..., Banking, High Net Worth..., Salesforce.com, Investment Advisory, Financial Markets, CRM, Event Planning, Credit, Credit Analysis, Competitive Analysis, Commercial Lending, Derivatives, Private Equity, Analysis, Sales, Management, Asset Management, Wealth Management, Financial Analysis
Education
Northern Arizona University, College of Business Administration 2003 — 2007
BSBA, Finance
Cole Capital June 2014 - Present
Cole Capital April 2012 - May 2014
Northern Trust October 2007 - April 2012
Barclays Wealth June 2007 - August 2007
Union Bank of California May 2006 - August 2006
Union Bank of California June 2005 - August 2005
Skills
Alternative Investments, Relationship Management, Financial Services, Customer Service, Wealth Management..., Banking, High Net Worth..., Salesforce.com, Investment Advisory, Financial Markets, CRM, Event Planning, Credit, Credit Analysis, Competitive Analysis, Commercial Lending, Derivatives, Private Equity, Analysis, Sales, Management, Asset Management, Wealth Management, Financial Analysis
Education
Northern Arizona University, College of Business Administration 2003 — 2007
BSBA, Finance
Tim Loomas's Union Bank of California Experience June 2003 - September 2004
Job Senior Process Consultant at McKesson
Industry Marketing and Advertising
Experience
McKesson January 2015 - Present
McKesson March 2010 - January 2015
Wells Fargo 2009 - 2010
Self-Employed October 2008 - 2009
Haggin Marketing November 2007 - October 2008
Wells Fargo March 2007 - November 2007
Washington Mutual December 2006 - March 2007
PeoplePC September 2004 - June 2006
Union Bank of California June 2003 - September 2004
Bank of the West October 1999 - March 2003
Skills
Microsoft Excel, PowerPoint, SPSS, Access, Microsoft Word, Analytics, Database Marketing, Direct Marketing, Segmentation, Customer Acquisition, Product Management, CRM, Marketing Strategy, Product Marketing, Multi-channel Marketing, Strategic Planning, Strategic Partnerships, Data Analysis, Financial Modeling, Management, Forecasting, Analysis, Market Research, Leadership, Business Development, Marketing, Strategy, Training, Cross-functional Team..., Process Improvement, Program Management, Business Analysis, Consulting, Project Management
Education
Saint Mary's College of California 1999 — 2001
MBA, Finance
San Diego State University-California State University 1986 — 1989
BA, Economics
McKesson January 2015 - Present
McKesson March 2010 - January 2015
Wells Fargo 2009 - 2010
Self-Employed October 2008 - 2009
Haggin Marketing November 2007 - October 2008
Wells Fargo March 2007 - November 2007
Washington Mutual December 2006 - March 2007
PeoplePC September 2004 - June 2006
Union Bank of California June 2003 - September 2004
Bank of the West October 1999 - March 2003
Skills
Microsoft Excel, PowerPoint, SPSS, Access, Microsoft Word, Analytics, Database Marketing, Direct Marketing, Segmentation, Customer Acquisition, Product Management, CRM, Marketing Strategy, Product Marketing, Multi-channel Marketing, Strategic Planning, Strategic Partnerships, Data Analysis, Financial Modeling, Management, Forecasting, Analysis, Market Research, Leadership, Business Development, Marketing, Strategy, Training, Cross-functional Team..., Process Improvement, Program Management, Business Analysis, Consulting, Project Management
Education
Saint Mary's College of California 1999 — 2001
MBA, Finance
San Diego State University-California State University 1986 — 1989
BA, Economics
Julie Miller Julie Miller's Union Bank of California Experience December 2005 - November 2006
Job Sr. Meetings & Events Management Professional
Industry Events Services
Experience
QuickFox Events June 2000 - Present
George P Johnson Experience Marketing July 2015 - September 2015
Union Bank of California December 2005 - November 2006
SFMOMA 1997 - 2000
Gaddy Neuwirth - Strategic Development, Fundrasing & Events 1995 - 1997
Rita Barela Productions 1994 - 1995
Skills
Meeting Planning, Event Planning, Event Management, Conference Management, Destination Management, Logistics Management, Event Producing, Corporate Events, Hospitality, Trade Shows, Budgets, Strategic Planning, Contractors, Entertainment, Events, Film Production, Graphic Design, Hotels, Lighting, Contract Negotiation, Non-profits, Customer Service, Sustainability, Sourcing, Tourism, Transportation, Web Design, Catering, AV, Management, Nonprofits, Entrepreneurship, Live Events
Education
Bay Area Theater Sports (BATS) Improv Comedy School 2004 — 2012
Improv Comedy
The Strategic Coach Entrepreneurial Business Program 1996 — 1996
Occidental College
Bachelor of Arts
The Urban School of San Francisco
The Urban School of San Francisco's Spanish Study Abroad Program
QuickFox Events June 2000 - Present
George P Johnson Experience Marketing July 2015 - September 2015
Union Bank of California December 2005 - November 2006
SFMOMA 1997 - 2000
Gaddy Neuwirth - Strategic Development, Fundrasing & Events 1995 - 1997
Rita Barela Productions 1994 - 1995
Skills
Meeting Planning, Event Planning, Event Management, Conference Management, Destination Management, Logistics Management, Event Producing, Corporate Events, Hospitality, Trade Shows, Budgets, Strategic Planning, Contractors, Entertainment, Events, Film Production, Graphic Design, Hotels, Lighting, Contract Negotiation, Non-profits, Customer Service, Sustainability, Sourcing, Tourism, Transportation, Web Design, Catering, AV, Management, Nonprofits, Entrepreneurship, Live Events
Education
Bay Area Theater Sports (BATS) Improv Comedy School 2004 — 2012
Improv Comedy
The Strategic Coach Entrepreneurial Business Program 1996 — 1996
Occidental College
Bachelor of Arts
The Urban School of San Francisco
The Urban School of San Francisco's Spanish Study Abroad Program
Carolyn Babiyans's Union Bank of California Experience October 2007 - May 2008
Job Documentation Control Specialist at Biosense Webster
Industry E-Learning
Experience
Biosense Webster August 2015 - Present
Cornerstone OnDemand October 2013 - August 2014
Blackboard Connect June 2008 - January 2013
Union Bank of California October 2007 - May 2008
Countrywide Home Loans April 2006 - September 2007
Countrywide Home Loans March 2003 - March 2005
Rusnak Auto Group June 2001 - March 2003
Bank of America 1996 - 1998
Bank of America November 1992 - May 1994
Skills
Salesforce.com, Problem Solving, Public Speaking, Microsoft Office, SaaS implementation, CRM Consultancy, Strategic Account..., Contract Renewal, Product Specialists, Banking, Outlook, PowerPoint, Word, Excel, Market Research, SaaS, CRM, Sales, Account Management, Program Management, Strategy, Customer Service, Human Resources, Budgets, Management, Quality Assurance, Microsoft Excel, Contract Management, Microsoft Word, Sales Management, Product Marketing, Training & Development
Education
University of La Verne 1999 — 2005
Bachelors of Art, Business Administration
Pasadena City College 1996 — 1998
Biosense Webster August 2015 - Present
Cornerstone OnDemand October 2013 - August 2014
Blackboard Connect June 2008 - January 2013
Union Bank of California October 2007 - May 2008
Countrywide Home Loans April 2006 - September 2007
Countrywide Home Loans March 2003 - March 2005
Rusnak Auto Group June 2001 - March 2003
Bank of America 1996 - 1998
Bank of America November 1992 - May 1994
Skills
Salesforce.com, Problem Solving, Public Speaking, Microsoft Office, SaaS implementation, CRM Consultancy, Strategic Account..., Contract Renewal, Product Specialists, Banking, Outlook, PowerPoint, Word, Excel, Market Research, SaaS, CRM, Sales, Account Management, Program Management, Strategy, Customer Service, Human Resources, Budgets, Management, Quality Assurance, Microsoft Excel, Contract Management, Microsoft Word, Sales Management, Product Marketing, Training & Development
Education
University of La Verne 1999 — 2005
Bachelors of Art, Business Administration
Pasadena City College 1996 — 1998
Lisa (Lisa Hill) Meadows Lisa (Lisa Hill) Meadows's Union Bank of California Experience November 2004 - July 2007
Job Vice President, Talent Acquisition & Staffing
Industry Banking
Experience
Union Bank April 2010 - Present
City National Bank July 2007 - January 2010
Union Bank of California November 2004 - July 2007
Disney Consumer Products June 2004 - November 2004
Countrywide Home Loans September 2003 - June 2004
RHR Consulting, Inc March 1998 - August 2003
Skills
Banking, Recruiting, Human Resources, Temporary Placement, Coaching, Organizational..., Cold Calling, Leadership, Workshop Facilitation, Customer Service, Consulting, Business Development, Executive Management, Management, Talent Acquisition, Performance Management, Strategy, Onboarding, Personnel Management, Hiring, Applicant Tracking..., Change Management, Talent Management
Education
Ohio University
Bachelor of Fine Arts, Dance
Union Bank April 2010 - Present
City National Bank July 2007 - January 2010
Union Bank of California November 2004 - July 2007
Disney Consumer Products June 2004 - November 2004
Countrywide Home Loans September 2003 - June 2004
RHR Consulting, Inc March 1998 - August 2003
Skills
Banking, Recruiting, Human Resources, Temporary Placement, Coaching, Organizational..., Cold Calling, Leadership, Workshop Facilitation, Customer Service, Consulting, Business Development, Executive Management, Management, Talent Acquisition, Performance Management, Strategy, Onboarding, Personnel Management, Hiring, Applicant Tracking..., Change Management, Talent Management
Education
Ohio University
Bachelor of Fine Arts, Dance
Maria (DeAngelus) T. McCoy, M.A. Maria (DeAngelus) T. McCoy, M.A.'s Union Bank of California Experience August 2000 - January 2002
Job Marriage and Family Therapist Intern IMF# 78804 Private Practice; Supervised by Linda Seidman, M.A., LMFT, MFC# 31138
Industry Mental Health Care
Experience
Marriage and Family Therapist Registered Intern; IMF# 78804 February 2014 - Present
Southern California Hospital - Van Nuys March 2014 - Present
Pepperdine Community Counseling Center January 2013 - December 2013
Five Acres--The Boy's and Girl's Aid Society of Los Angeles August 2012 - January 2013
Lake Avenue Church 2012 - 2013
OneWest Bank, City of Hope, Northrop Grumman Corporation March 2004 - February 2012
M.T.D. Consulting January 2002 - March 2004
Union Bank of California August 2000 - January 2002
Skills
Mentoring, Counseling, Teaching, Learning, Community Outreach, Psychology, Public Speaking, Non-profits, Leadership Development, Event Planning, Volunteer Management, Nonprofits, Crisis Intervention, Mental Health, Strategic Planning, Group Therapy, Fundraising, Career Counseling, Conflict Resolution, Analysis, Team Building, Coaching, Training, Leadership, Life Transitions, Organizational..., Psychotherapy, Counseling Psychology, Stress, Therapists, Program Development, Event Management, Workshop Facilitation, Treatment, Personal Development, Mental Health Counseling, Family Therapy
Education
Pepperdine University 2008 — 2013
Master of Arts (M.A.) (HONORS), CLINICAL PSYCHOLOGY Emphasis on Marriage and Family Therapy
Pepperdine University Graduate School of Education and Psychology 2008 — 2013
Master of Arts (M.A.), Clinical Psychology
Woodbury University 1999 — 2002
Bachelor of Science (B.S.) MAGNA CUM LAUDE, Business & Management, Burbank, California
Marriage and Family Therapist Registered Intern; IMF# 78804 February 2014 - Present
Southern California Hospital - Van Nuys March 2014 - Present
Pepperdine Community Counseling Center January 2013 - December 2013
Five Acres--The Boy's and Girl's Aid Society of Los Angeles August 2012 - January 2013
Lake Avenue Church 2012 - 2013
OneWest Bank, City of Hope, Northrop Grumman Corporation March 2004 - February 2012
M.T.D. Consulting January 2002 - March 2004
Union Bank of California August 2000 - January 2002
Skills
Mentoring, Counseling, Teaching, Learning, Community Outreach, Psychology, Public Speaking, Non-profits, Leadership Development, Event Planning, Volunteer Management, Nonprofits, Crisis Intervention, Mental Health, Strategic Planning, Group Therapy, Fundraising, Career Counseling, Conflict Resolution, Analysis, Team Building, Coaching, Training, Leadership, Life Transitions, Organizational..., Psychotherapy, Counseling Psychology, Stress, Therapists, Program Development, Event Management, Workshop Facilitation, Treatment, Personal Development, Mental Health Counseling, Family Therapy
Education
Pepperdine University 2008 — 2013
Master of Arts (M.A.) (HONORS), CLINICAL PSYCHOLOGY Emphasis on Marriage and Family Therapy
Pepperdine University Graduate School of Education and Psychology 2008 — 2013
Master of Arts (M.A.), Clinical Psychology
Woodbury University 1999 — 2002
Bachelor of Science (B.S.) MAGNA CUM LAUDE, Business & Management, Burbank, California
Priscila Cobangbang Priscila Cobangbang's Union Bank of California Experience March 1995 - December 2002
Job Associate Program Manager at McKesson
Industry Hospital & Health Care
Experience
McKesson November 2006 - Present
Union Bank of California March 1995 - December 2002
Skills
Program Management, Accounting, Marketing and business..., Customer Service, Correspondent Banking, Remittances and wire..., Cash Management, Trade Banking
Education
Polytechnic University of the Philippines
Bachelor of Commerce (B.Com.), Marketing
McKesson November 2006 - Present
Union Bank of California March 1995 - December 2002
Skills
Program Management, Accounting, Marketing and business..., Customer Service, Correspondent Banking, Remittances and wire..., Cash Management, Trade Banking
Education
Polytechnic University of the Philippines
Bachelor of Commerce (B.Com.), Marketing
Ben Yeakley Ben Yeakley's Union Bank of California Experience 1986 - 1996
Job Retirement and Institutional Trust Services at BB&T, Branch Banking and Trust
Industry Financial Services
Experience
BB&T - Best Bank in town since 1872. June 2013 - Present
Yeakley Inc March 2008 - Present
Retirement Revolution February 2012 - May 2013
ClickCom September 2011 - September 2012
CharlotteDrs.com August 2009 - September 2012
Capitol Wealth an Affiliate of Capitol Bancorp Limited January 2005 - August 2010
Dienst Custom Homes 2005 - 2008
Union Bank of California / Bank of Tokyo Mitsubishi May 2003 - February 2005
Wachovia Bank 1996 - 2003
Union Bank of California 1986 - 1996
Skills
Business Intelligence, Business Process..., Business Development, Strategic Financial..., Financial Modeling, Quantitative Finance, Marketing Research, Marketing Strategy, Digital Marketing, Retirement Plan..., Sales Management, Change Management, Strategic Planning, Marketing, Start-ups, Strategy, SEO, Leadership, New Business Development, Management Consulting, Management, Entrepreneurship, Operations Management, Social Media, Sales, Banking, Small Business, Cross-functional Team..., Investments, E-commerce, Finance, Financial Services, 401k, Due Diligence, Retirement, Retirement Planning, Financial Advisory, Insurance, Executive Management, Investment Advisory, Business Planning, Consulting, Investment Management, Mergers & Acquisitions, Project Management, Equities, Pensions, Strategic Partnerships, Real Estate, Wealth
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1989 — 1991
MBA, Business
Purdue University 1977 — 1982
BS, Economics
BB&T - Best Bank in town since 1872. June 2013 - Present
Yeakley Inc March 2008 - Present
Retirement Revolution February 2012 - May 2013
ClickCom September 2011 - September 2012
CharlotteDrs.com August 2009 - September 2012
Capitol Wealth an Affiliate of Capitol Bancorp Limited January 2005 - August 2010
Dienst Custom Homes 2005 - 2008
Union Bank of California / Bank of Tokyo Mitsubishi May 2003 - February 2005
Wachovia Bank 1996 - 2003
Union Bank of California 1986 - 1996
Skills
Business Intelligence, Business Process..., Business Development, Strategic Financial..., Financial Modeling, Quantitative Finance, Marketing Research, Marketing Strategy, Digital Marketing, Retirement Plan..., Sales Management, Change Management, Strategic Planning, Marketing, Start-ups, Strategy, SEO, Leadership, New Business Development, Management Consulting, Management, Entrepreneurship, Operations Management, Social Media, Sales, Banking, Small Business, Cross-functional Team..., Investments, E-commerce, Finance, Financial Services, 401k, Due Diligence, Retirement, Retirement Planning, Financial Advisory, Insurance, Executive Management, Investment Advisory, Business Planning, Consulting, Investment Management, Mergers & Acquisitions, Project Management, Equities, Pensions, Strategic Partnerships, Real Estate, Wealth
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1989 — 1991
MBA, Business
Purdue University 1977 — 1982
BS, Economics
Jim Mccleskey Jim Mccleskey's Union Bank of California Experience September 1990 - July 1991
Job Contracts & Pricing Professional
Industry Information Technology and Services
Experience
CareFusion July 2013 - August 2014
CareFusion October 2012 - July 2013
CareFusion December 2007 - September 2012
Cardinal Health September 2005 - December 2007
Cardinal Health November 2001 - September 2005
Cardinal Health January 1999 - November 2001
Cardinal Health September 1998 - January 1999
Name Brands Only September 1995 - May 1996
Union Bank January 1994 - July 1995
Union Bank of California September 1990 - July 1991
Skills
Contract Negotiation, Process Improvement, Pricing, Financial Analysis, Capital Equipment, Negotiation, Management, Forecasting, Leadership, Sales Operations, Microsoft Excel, Revenue Recognition, Salesforce.com, Contract Management, Medical Devices, SAP, Product Development, LEAN/Six Sigma, Analysis, Cross-functional Team..., Selling Skills, Product Launch, Sales, Disposables, Sarbanes-Oxley, Healthcare, Supply Chain Management, Oracle, Value Selling, Sarbanes Oxley, White Belt & Project..., ISO Internal Auditor..., Professional Selling..., Creative Solutioning, Excel, Strategic Partnerships, Healthcare Industry, Selling, Strategic Financial..., Financial Modeling, Customer Service, Operating Room, Market Development, Sales Process, Account Management, Competitive Analysis, Financial Accounting
Education
Point Loma Nazarene University 1991 — 1997
BA, Business Administration
The Ohio State University 2003 — 2003
Certificate, Revenue Recognition
BayGroup LLC 2010 — 2010
CareFusion July 2013 - August 2014
CareFusion October 2012 - July 2013
CareFusion December 2007 - September 2012
Cardinal Health September 2005 - December 2007
Cardinal Health November 2001 - September 2005
Cardinal Health January 1999 - November 2001
Cardinal Health September 1998 - January 1999
Name Brands Only September 1995 - May 1996
Union Bank January 1994 - July 1995
Union Bank of California September 1990 - July 1991
Skills
Contract Negotiation, Process Improvement, Pricing, Financial Analysis, Capital Equipment, Negotiation, Management, Forecasting, Leadership, Sales Operations, Microsoft Excel, Revenue Recognition, Salesforce.com, Contract Management, Medical Devices, SAP, Product Development, LEAN/Six Sigma, Analysis, Cross-functional Team..., Selling Skills, Product Launch, Sales, Disposables, Sarbanes-Oxley, Healthcare, Supply Chain Management, Oracle, Value Selling, Sarbanes Oxley, White Belt & Project..., ISO Internal Auditor..., Professional Selling..., Creative Solutioning, Excel, Strategic Partnerships, Healthcare Industry, Selling, Strategic Financial..., Financial Modeling, Customer Service, Operating Room, Market Development, Sales Process, Account Management, Competitive Analysis, Financial Accounting
Education
Point Loma Nazarene University 1991 — 1997
BA, Business Administration
The Ohio State University 2003 — 2003
Certificate, Revenue Recognition
BayGroup LLC 2010 — 2010
Wendy Drpic Wendy Drpic's Union Bank of California Experience June 2004 - May 2007
Job Executive Assistant
Industry Investment Management
Experience
Bernini Capital February 2011 - Present
Consolidated Graphics (NYSE June 2007 - November 2011
Union Bank of California June 2004 - May 2007
Lopez Financial September 2003 - June 2004
Skills
Sales, Training, Leadership, Management, Purchasing, Investments, Marketing, New Business Development, Real Estate, Business Planning, Sales Management, Business Strategy
Education
Pitzer College, Claremont California 2005 — 2007
Bachelor of Arts, Organizational Studies
Mt. San Antonio College
Associate of Arts, Business Administration
Bernini Capital February 2011 - Present
Consolidated Graphics (NYSE June 2007 - November 2011
Union Bank of California June 2004 - May 2007
Lopez Financial September 2003 - June 2004
Skills
Sales, Training, Leadership, Management, Purchasing, Investments, Marketing, New Business Development, Real Estate, Business Planning, Sales Management, Business Strategy
Education
Pitzer College, Claremont California 2005 — 2007
Bachelor of Arts, Organizational Studies
Mt. San Antonio College
Associate of Arts, Business Administration
Geneatha Johnson Geneatha Johnson's Union Bank of California Experience July 2007 - December 2008
Job Quality Assurance Manager, VP at MUFGUnion Bank
Industry Banking
Experience
MUFG Americas July 2007 - Present
Union Bank of California July 2007 - December 2008
Washington Mutual Bank 1995 - 2007
Washington Mutual Bank 1995 - 2007
WaMu 1995 - 2007
Washington Mutual July 2003 - March 2005
WaMu 1998 - 2003
Skills
Banking, Business Analysis, Call Center, Call Centers, Change Management, Coaching, Customer Service, Leadership, Management, PMO, Process Improvement, Project Management, Program Management, Quality Assurance, Risk Management, Team Building, Training, Vendor Management, Visio, Leadership Development, Business Process..., Outsourcing, Team Management
Education
Phillips Graduate Institute 1993 — 1994
No, Accounting/Math
MUFG Americas July 2007 - Present
Union Bank of California July 2007 - December 2008
Washington Mutual Bank 1995 - 2007
Washington Mutual Bank 1995 - 2007
WaMu 1995 - 2007
Washington Mutual July 2003 - March 2005
WaMu 1998 - 2003
Skills
Banking, Business Analysis, Call Center, Call Centers, Change Management, Coaching, Customer Service, Leadership, Management, PMO, Process Improvement, Project Management, Program Management, Quality Assurance, Risk Management, Team Building, Training, Vendor Management, Visio, Leadership Development, Business Process..., Outsourcing, Team Management
Education
Phillips Graduate Institute 1993 — 1994
No, Accounting/Math
Noriko Oakland Noriko Oakland's Union Bank of California Experience January 1998 - December 2000
Job SVP & Regional Manager at Torrey Pines Bank
Industry Banking
Experience
Torrey Pines Bank November 2008 - Present
Tango Corporation March 2007 - Present
California Bank & Trust February 2008 - November 2008
California Bank & Trust January 2001 - January 2008
Union Bank of California January 1998 - December 2000
Skills
Business Development, Commercial Lending, Sales, Credit, Strategic Financial..., Financial Analysis, Banking, Commercial Banking, Investments, Loans, Customer Service, New Business Development, Marketing Strategy, Management, Strategic Planning, Mortgage Lending, Portfolio Management, Real Estate, Credit Analysis, Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
MBA, Finance
Torrey Pines Bank November 2008 - Present
Tango Corporation March 2007 - Present
California Bank & Trust February 2008 - November 2008
California Bank & Trust January 2001 - January 2008
Union Bank of California January 1998 - December 2000
Skills
Business Development, Commercial Lending, Sales, Credit, Strategic Financial..., Financial Analysis, Banking, Commercial Banking, Investments, Loans, Customer Service, New Business Development, Marketing Strategy, Management, Strategic Planning, Mortgage Lending, Portfolio Management, Real Estate, Credit Analysis, Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
MBA, Finance
Catherine Ling Catherine Ling's Union Bank of California Experience 1994 - 2004
Job Division Risk Manager at Union Bank
Industry Banking
Experience
Union Bank March 2012 - Present
Union Bank June 2008 - March 2012
Jefferson Wells April 2006 - June 2008
Plante & Moran 2005 - 2006
Union Bank of California 1994 - 2004
Skills
Project Management, Sarbanes-Oxley Act, Financial Risk, Risk Management, Enterprise Risk..., Banking, Due Diligence, Financial Modeling, Internal Controls, Business Process, Accounting, Finance, Management, Internal Audit, Financial Services, Financial Reporting, Auditing, Operational Risk, Program Management, Mergers & Acquisitions, Budgets, Leadership, Portfolio Management, Financial Analysis, Credit
Education
Walsh College 2004 — 2006
MSBIT, Master of Science Business Information Technology
Rochester College
Western Michigan University
Union Bank March 2012 - Present
Union Bank June 2008 - March 2012
Jefferson Wells April 2006 - June 2008
Plante & Moran 2005 - 2006
Union Bank of California 1994 - 2004
Skills
Project Management, Sarbanes-Oxley Act, Financial Risk, Risk Management, Enterprise Risk..., Banking, Due Diligence, Financial Modeling, Internal Controls, Business Process, Accounting, Finance, Management, Internal Audit, Financial Services, Financial Reporting, Auditing, Operational Risk, Program Management, Mergers & Acquisitions, Budgets, Leadership, Portfolio Management, Financial Analysis, Credit
Education
Walsh College 2004 — 2006
MSBIT, Master of Science Business Information Technology
Rochester College
Western Michigan University
Jason Hesselton MBA, PMP Jason Hesselton MBA, PMP's Union Bank of California Experience March 2000 - Present
Job Project Manager at Union Bank of California
Industry Banking
Experience
Union Bank of California March 2000 - Present
Union Bank of California March 2005 - May 2006
UnionBanc Investment Services June 2004 - March 2005
UnionBanc Investment Services January 2002 - June 2004
UnionBanc Investment Services March 2001 - January 2002
Merrill Lynch August 2000 - March 2001
Education
University of Phoenix 2001 — 2003
MBA, Global Management
National Louis University 1995 — 1998
BS, Business Management
Villanova University
Masters Certificate, Project Management
Maine West
Union Bank of California March 2000 - Present
Union Bank of California March 2005 - May 2006
UnionBanc Investment Services June 2004 - March 2005
UnionBanc Investment Services January 2002 - June 2004
UnionBanc Investment Services March 2001 - January 2002
Merrill Lynch August 2000 - March 2001
Education
University of Phoenix 2001 — 2003
MBA, Global Management
National Louis University 1995 — 1998
BS, Business Management
Villanova University
Masters Certificate, Project Management
Maine West
Barbara Burnes Barbara Burnes's Union Bank of California Experience September 2000 - May 2003
Job Assistant Manager Special Services Department at Cornerstone Financial Credit Union
Industry Banking
Experience
Cornerstone Financial Credit Union August 2005 - Present
Civitas Bankgroup/Cumberland Bank September 2004 - August 2005
Mission Federal Credit Union 2003 - 2005
Union Bank of California September 2000 - May 2003
Peninsula Bank of San Diego January 1990 - August 2000
Education
San Diego State University-California State University 2004 — 2006
Cornerstone Financial Credit Union August 2005 - Present
Civitas Bankgroup/Cumberland Bank September 2004 - August 2005
Mission Federal Credit Union 2003 - 2005
Union Bank of California September 2000 - May 2003
Peninsula Bank of San Diego January 1990 - August 2000
Education
San Diego State University-California State University 2004 — 2006
Omar Bostic Omar Bostic's Union Bank of California Experience 2001 - 2002
Job
Industry Computer Software
Experience
Mobitor Corporation 2013 - 2014
Intuit 2012 - 2013
Axcient 2011 - 2012
University of Phoenix 2009 - 2011
Wachovia 2006 - 2009
E-LOAN 2002 - 2006
Union Bank of California 2001 - 2002
Wells Fargo Bank 1999 - 2001
The Greenlining Institute 1999 - 1999
Ohio University 1998 - 1998
Skills
Sales Operations, Management, Channel, Public Speaking, Salesforce.com, SaaS, Lead Generation, Cloud Computing, Sales Process, Cold Calling, Direct Sales, Account Management, Solution Selling, Business Development, Business Continuity, Disaster Recovery, Sales, New Business Development, Sales Management, Team Leadership, Negotiation, Social Networking, Recruiting, Selling, System Administration, Program Management, Project Management, Consultative Sales..., Customer Satisfaction
Education
University of California, Berkeley 1989 — 1993
B.A., Development Studies
Ohio University 1996 — 1998
M.A., International Affairs/Southeast Asia Studies
Mobitor Corporation 2013 - 2014
Intuit 2012 - 2013
Axcient 2011 - 2012
University of Phoenix 2009 - 2011
Wachovia 2006 - 2009
E-LOAN 2002 - 2006
Union Bank of California 2001 - 2002
Wells Fargo Bank 1999 - 2001
The Greenlining Institute 1999 - 1999
Ohio University 1998 - 1998
Skills
Sales Operations, Management, Channel, Public Speaking, Salesforce.com, SaaS, Lead Generation, Cloud Computing, Sales Process, Cold Calling, Direct Sales, Account Management, Solution Selling, Business Development, Business Continuity, Disaster Recovery, Sales, New Business Development, Sales Management, Team Leadership, Negotiation, Social Networking, Recruiting, Selling, System Administration, Program Management, Project Management, Consultative Sales..., Customer Satisfaction
Education
University of California, Berkeley 1989 — 1993
B.A., Development Studies
Ohio University 1996 — 1998
M.A., International Affairs/Southeast Asia Studies
William Craun's Union Bank of California Experience July 1999 - November 2003
Job
Industry Commercial Real Estate
Experience
Opus Bank May 2011 - Present
Marcus & Millichap Capital Corp. November 2008 - January 2011
Union Bank July 2007 - August 2008
Washington Mutual December 2003 - July 2007
Union Bank of California July 1999 - November 2003
Bank of America January 1998 - June 1999
Lehman Brothers April 1997 - December 1997
Metropolitan Funding Corp. February 1994 - February 1997
Skills
Loans, Real Estate, Apartments, Loan Structuring, Banking, Commercial Mortgages, Real Estate Finance, Underwriting, Debt, Investment Properties, Microsoft Office, Real Estate Economics, Due Diligence, CMBS, Financial Structuring, Capital, FHA, Valuation, Capital Markets, Mortgage Lending, Residential Mortgages, Mortgage Banking, Financial Analysis, Mergers & Acquisitions, Small Business Lending, Commercial Lending, Asset Management, Credit Analysis, Brokerage, Management, Mezzanine, Disposition, Asset Managment, Commercial Banking, Loan Servicing, Entrepreneurship, Investments, Credit, Construction Loans, Portfolio Management, Finance, Refinance, Asset Based Lending, Funding, Real Estate Development, Property, Real Estate Transactions, Financial Modeling, Structured Finance, Financial Institutions
Education
Northeastern University 1987 — 1993
English
WT Woodson HS 1983 — 1987
Opus Bank May 2011 - Present
Marcus & Millichap Capital Corp. November 2008 - January 2011
Union Bank July 2007 - August 2008
Washington Mutual December 2003 - July 2007
Union Bank of California July 1999 - November 2003
Bank of America January 1998 - June 1999
Lehman Brothers April 1997 - December 1997
Metropolitan Funding Corp. February 1994 - February 1997
Skills
Loans, Real Estate, Apartments, Loan Structuring, Banking, Commercial Mortgages, Real Estate Finance, Underwriting, Debt, Investment Properties, Microsoft Office, Real Estate Economics, Due Diligence, CMBS, Financial Structuring, Capital, FHA, Valuation, Capital Markets, Mortgage Lending, Residential Mortgages, Mortgage Banking, Financial Analysis, Mergers & Acquisitions, Small Business Lending, Commercial Lending, Asset Management, Credit Analysis, Brokerage, Management, Mezzanine, Disposition, Asset Managment, Commercial Banking, Loan Servicing, Entrepreneurship, Investments, Credit, Construction Loans, Portfolio Management, Finance, Refinance, Asset Based Lending, Funding, Real Estate Development, Property, Real Estate Transactions, Financial Modeling, Structured Finance, Financial Institutions
Education
Northeastern University 1987 — 1993
English
WT Woodson HS 1983 — 1987
Nirmal Mann's Union Bank of California Experience March 2008 - August 2008
Job Director Application Development
Industry Information Technology and Services
Experience
Warner Bros. Entertainment Group of Companies August 2008 - January 2009
Union Bank of California March 2008 - August 2008
Reed Business Information February 2007 - March 2008
Capgemini LLC December 2004 - March 2008
Sony Pictures Entertainment December 2004 - December 2006
Wells Fargo Home Mortgage Division October 2004 - March 2005
Sprint ESolutions June 1999 - June 2003
Skills
Software Project..., CMS, Software Development, SDLC, Telecommunications, RUP, UML, Entertainment, Visio, Test Planning, Agile Methodologies, PMO, Vendor Management, Business Analysis, PMP, Mercury Test Tools, Waterfall, Integration, Program Management, Requirements Analysis, SharePoint, Project Management, MS Project, Product Management, Project Portfolio..., Quality Assurance, CRM, Process Improvement, Business Intelligence, Business Process..., IT Strategy, XML, Testing, IT Management, Cross-functional Team..., Team Leadership, Databases, Change Management, Agile Project Management, Microsoft SQL Server, Project Planning, Team Management, Business Process..., SQL, Oracle, Systems Analysis, Business Process, Requirements Gathering, E-commerce, Outsourcing
Education
Rochester Institute of Technology 1997 — 1999
MS, Information Technology
Thapar Institute of Engineering and Technology 1992 — 1996
Bachelor of Engineering, Mechanical Engineering
Warner Bros. Entertainment Group of Companies August 2008 - January 2009
Union Bank of California March 2008 - August 2008
Reed Business Information February 2007 - March 2008
Capgemini LLC December 2004 - March 2008
Sony Pictures Entertainment December 2004 - December 2006
Wells Fargo Home Mortgage Division October 2004 - March 2005
Sprint ESolutions June 1999 - June 2003
Skills
Software Project..., CMS, Software Development, SDLC, Telecommunications, RUP, UML, Entertainment, Visio, Test Planning, Agile Methodologies, PMO, Vendor Management, Business Analysis, PMP, Mercury Test Tools, Waterfall, Integration, Program Management, Requirements Analysis, SharePoint, Project Management, MS Project, Product Management, Project Portfolio..., Quality Assurance, CRM, Process Improvement, Business Intelligence, Business Process..., IT Strategy, XML, Testing, IT Management, Cross-functional Team..., Team Leadership, Databases, Change Management, Agile Project Management, Microsoft SQL Server, Project Planning, Team Management, Business Process..., SQL, Oracle, Systems Analysis, Business Process, Requirements Gathering, E-commerce, Outsourcing
Education
Rochester Institute of Technology 1997 — 1999
MS, Information Technology
Thapar Institute of Engineering and Technology 1992 — 1996
Bachelor of Engineering, Mechanical Engineering
Tricia Q Vasquez's Union Bank of California Experience February 2007 - June 2012
Job Business Systems Analyst IV
Industry Financial Services
Experience
MUFG Union Bank July 2012 - Present
Union Bank of California February 2007 - June 2012
Aames Financial Corp. April 1997 - June 2004
Skills
Business Analysis, SDLC, Quality Assurance, SQL, Integration, Active Directory, Program Management, Microsoft SQL Server
Education
Miriam 1981 — 1998
Miriam College 1986 — 1990
BS Business Management
Saint Paul University 1982 — 1986
High school
MUFG Union Bank July 2012 - Present
Union Bank of California February 2007 - June 2012
Aames Financial Corp. April 1997 - June 2004
Skills
Business Analysis, SDLC, Quality Assurance, SQL, Integration, Active Directory, Program Management, Microsoft SQL Server
Education
Miriam 1981 — 1998
Miriam College 1986 — 1990
BS Business Management
Saint Paul University 1982 — 1986
High school
David Reiss's Union Bank of California Experience October 2006 - July 2007
Job Systems Engineer\Manager
Industry Information Technology and Services
Experience
Equator, LLC June 2010 - Present
Pacific Monarch Resorts January 2009 - May 2010
Abbott Vascular July 2007 - December 2008
Union Bank of California October 2006 - July 2007
Ameriquest Mortgage Company October 2005 - October 2006
The Capital Group Companies January 2005 - October 2005
Nestlé - GLOBE Center Americas May 2002 - October 2004
Nestlé USA December 1999 - May 2002
Nestlé USA October 1997 - December 1999
Williams Communiations, LLC February 1997 - October 1997
Skills
MSI, Group Policy, InstallShield, WMI, Sysprep, VBScript, Scripting, VMware, Software Distribution, WinBatch, Altiris, Integration, VBA, Systems Engineering, Directory Services, Active Directory, Windows Server, Deployment, Windows 7, Windows Server 2003, Windows Server 2008, Application Packaging, Operating Systems, XP, Windows, System Administration, WSUS, System Deployment, Microsoft SQL Server, Servers, Troubleshooting, DHCP, SAN, Security, Blackberry Enterprise..., Technical Support, Hardware, Software Installation, Network Security, Help Desk Support, Databases, Switches, Networking, Storage Area Networks, SCCM, Infrastructure, Disaster Recovery, Windows XP, Microsoft Exchange, DNS
Education
University of Southern California 1995 — 1999
BS, Public Policy, Management and Planning
Moorpark College 1987 — 1991
Communications, General Education
Equator, LLC June 2010 - Present
Pacific Monarch Resorts January 2009 - May 2010
Abbott Vascular July 2007 - December 2008
Union Bank of California October 2006 - July 2007
Ameriquest Mortgage Company October 2005 - October 2006
The Capital Group Companies January 2005 - October 2005
Nestlé - GLOBE Center Americas May 2002 - October 2004
Nestlé USA December 1999 - May 2002
Nestlé USA October 1997 - December 1999
Williams Communiations, LLC February 1997 - October 1997
Skills
MSI, Group Policy, InstallShield, WMI, Sysprep, VBScript, Scripting, VMware, Software Distribution, WinBatch, Altiris, Integration, VBA, Systems Engineering, Directory Services, Active Directory, Windows Server, Deployment, Windows 7, Windows Server 2003, Windows Server 2008, Application Packaging, Operating Systems, XP, Windows, System Administration, WSUS, System Deployment, Microsoft SQL Server, Servers, Troubleshooting, DHCP, SAN, Security, Blackberry Enterprise..., Technical Support, Hardware, Software Installation, Network Security, Help Desk Support, Databases, Switches, Networking, Storage Area Networks, SCCM, Infrastructure, Disaster Recovery, Windows XP, Microsoft Exchange, DNS
Education
University of Southern California 1995 — 1999
BS, Public Policy, Management and Planning
Moorpark College 1987 — 1991
Communications, General Education
Aaron Strasburg, MBA's Union Bank of California Experience August 2007 - July 2009
Job Senior Project Manager at Carrington Mortgage Holdings, LLC
Industry Information Technology and Services
Experience
Carrington Mortgage Holdings, LLC April 2014 - Present
Land Home Financial Services September 2013 - April 2014
LAN International January 2013 - August 2013
Equator, LLC August 2011 - October 2012
Springboard December 2010 - August 2011
Springboard August 2010 - December 2010
MOS Group, Inc. July 2009 - June 2010
Union Bank of California August 2007 - July 2009
InformationLogix, Inc. April 2007 - August 2007
AMC Mortgage Services September 2005 - May 2007
Skills
SDLC, Program Management, Waterfall, Scrum, Agile Methodologies, RUP, Visio, SharePoint, IT Service Management, PMBOK, Projects, Project Server, Business Analysis, Software Project..., PMO, Project Management, Agile Project Management, Change Management, Project Portfolio..., Process Improvement, Requirements Analysis, Software Development, Microsoft Office, Quality Assurance, IT Strategy, Project Delivery, Requirements Gathering, Integration, Resource Management, IT Management, Team Building, Business Process..., MS Project, Release Management, Web Services, Cross-functional Team..., ITIL, Product Management, Project Planning, Leadership, Microsoft SQL Server, Software Documentation, CRM, Disaster Recovery, Enterprise Architecture, Business Intelligence, SOA, Enterprise Software, Databases, Oracle
Education
University of Phoenix 2004 — 2006
MBA, Business Administration
University of Phoenix 2000 — 2003
BS, Business Management
Riverside Community College 1995 — 1997
AS, Business
Carrington Mortgage Holdings, LLC April 2014 - Present
Land Home Financial Services September 2013 - April 2014
LAN International January 2013 - August 2013
Equator, LLC August 2011 - October 2012
Springboard December 2010 - August 2011
Springboard August 2010 - December 2010
MOS Group, Inc. July 2009 - June 2010
Union Bank of California August 2007 - July 2009
InformationLogix, Inc. April 2007 - August 2007
AMC Mortgage Services September 2005 - May 2007
Skills
SDLC, Program Management, Waterfall, Scrum, Agile Methodologies, RUP, Visio, SharePoint, IT Service Management, PMBOK, Projects, Project Server, Business Analysis, Software Project..., PMO, Project Management, Agile Project Management, Change Management, Project Portfolio..., Process Improvement, Requirements Analysis, Software Development, Microsoft Office, Quality Assurance, IT Strategy, Project Delivery, Requirements Gathering, Integration, Resource Management, IT Management, Team Building, Business Process..., MS Project, Release Management, Web Services, Cross-functional Team..., ITIL, Product Management, Project Planning, Leadership, Microsoft SQL Server, Software Documentation, CRM, Disaster Recovery, Enterprise Architecture, Business Intelligence, SOA, Enterprise Software, Databases, Oracle
Education
University of Phoenix 2004 — 2006
MBA, Business Administration
University of Phoenix 2000 — 2003
BS, Business Management
Riverside Community College 1995 — 1997
AS, Business
Nick Suciu's Union Bank of California Experience August 2007 - March 2013
Job Vice President, Lead Software Engineer
Industry Information Technology and Services
Experience
Union Bank June 2014 - Present
Union Bank April 2013 - May 2014
Union Bank of California August 2007 - March 2013
Fujitsu Consulting October 2004 - August 2007
G&R 2004 - 2007
Greenbrier & Russel (Fujitsu) 2004 - 2007
Cobalt Consulting Corporation April 2001 - October 2004
Education
Roosevelt University 2001 — 2009
MA, Secondary Education
The University of Texas at Austin 1988 — 1992
BS, Mathematics
Union Bank June 2014 - Present
Union Bank April 2013 - May 2014
Union Bank of California August 2007 - March 2013
Fujitsu Consulting October 2004 - August 2007
G&R 2004 - 2007
Greenbrier & Russel (Fujitsu) 2004 - 2007
Cobalt Consulting Corporation April 2001 - October 2004
Education
Roosevelt University 2001 — 2009
MA, Secondary Education
The University of Texas at Austin 1988 — 1992
BS, Mathematics
William Dettmann's Union Bank of California Experience February 2004 - October 2005
Job Manager at Providence Health & Services
Industry Health, Wellness and Fitness
Experience
Providence Health & Services July 2012 - Present
Central Processing June 2012 - Present
Providence January 2007 - July 2012
Providence. Health & Services January 2007 - July 2012
Unisys Corp October 2005 - January 2007
Union Bank of California February 2004 - October 2005
Fiserv EFT March 2001 - February 2004
Federal Reserve Bank of San Francisco February 1999 - January 2001
U.S. Bancorp April 1995 - July 1998
Skills
Healthcare, Healthcare Management, Healthcare Information..., Hospitals, EMR, HIPAA, Process Improvement, EHR, Medicare, Revenue Cycle, Customer Service, Strategic Planning, Managed Care, Epic Systems, Healthcare Consulting, Ambulatory, Medicaid, Quality Improvement, Healthcare Industry, Meditech, CPOE, Training, Policy, Leadership, Software Documentation, Program Management
Education
Portland Community College 1996 — 1997
Finance, Finance, General
Providence Health & Services July 2012 - Present
Central Processing June 2012 - Present
Providence January 2007 - July 2012
Providence. Health & Services January 2007 - July 2012
Unisys Corp October 2005 - January 2007
Union Bank of California February 2004 - October 2005
Fiserv EFT March 2001 - February 2004
Federal Reserve Bank of San Francisco February 1999 - January 2001
U.S. Bancorp April 1995 - July 1998
Skills
Healthcare, Healthcare Management, Healthcare Information..., Hospitals, EMR, HIPAA, Process Improvement, EHR, Medicare, Revenue Cycle, Customer Service, Strategic Planning, Managed Care, Epic Systems, Healthcare Consulting, Ambulatory, Medicaid, Quality Improvement, Healthcare Industry, Meditech, CPOE, Training, Policy, Leadership, Software Documentation, Program Management
Education
Portland Community College 1996 — 1997
Finance, Finance, General
Duncan Taylor's Union Bank of California Experience June 2005 - July 2013
Job Lead Software Engineer, Fraud Systems at Union Bank
Industry Information Technology and Services
Experience
Union Bank December 2014 - Present
iSpace October 2014 - December 2014
TEKsystems June 2013 - October 2014
Union Bank of California June 2005 - July 2013
City National Bank September 2002 - June 2005
Southwest Systems Integrators September 2000 - July 2002
Digital Consulting Services June 1998 - September 2000
Regard Systems March 1996 - June 1998
Gelsons 1984 - 1996
Dales Market 1977 - 1984
Skills
Apache, Perl, SQL, Bash, Java, Information Security, System Administration -..., Clustering., Automation and other..., Apache, tomcat,..., UNIX security..., UNIX/Linux Software..., Microsoft SQL Server, Security, JSP, XML, Disaster Recovery, Unix, Eclipse, Solaris, PL/SQL, Integration, SOAP, REST, WebSphere Application..., Weblogic Administration, Linux, Tomcat, Oracle, SOAP, Weblogic, Hibernate, Cfengine
Education
Pierce College 1990 — 1992
Computer Science
Union Bank December 2014 - Present
iSpace October 2014 - December 2014
TEKsystems June 2013 - October 2014
Union Bank of California June 2005 - July 2013
City National Bank September 2002 - June 2005
Southwest Systems Integrators September 2000 - July 2002
Digital Consulting Services June 1998 - September 2000
Regard Systems March 1996 - June 1998
Gelsons 1984 - 1996
Dales Market 1977 - 1984
Skills
Apache, Perl, SQL, Bash, Java, Information Security, System Administration -..., Clustering., Automation and other..., Apache, tomcat,..., UNIX security..., UNIX/Linux Software..., Microsoft SQL Server, Security, JSP, XML, Disaster Recovery, Unix, Eclipse, Solaris, PL/SQL, Integration, SOAP, REST, WebSphere Application..., Weblogic Administration, Linux, Tomcat, Oracle, SOAP, Weblogic, Hibernate, Cfengine
Education
Pierce College 1990 — 1992
Computer Science
Laura Chavarin's Union Bank of California Experience July 2008 - June 2011
Job Managing Director at MUFG Americas
Industry Banking
Experience
MUFG Americas July 2014 - Present
Union Bank March 2011 - Present
Union Bank of California July 2008 - June 2011
Residential Credit Solutions January 2007 - August 2007
Aames Home Loan January 1997 - August 2007
Washington Mutual October 1987 - January 1997
Great Western Bank 1987 - 1997
Skills
Risk Management, Portfolio Management, Banking, Loans, Credit, Mortgage Lending, Financial Risk, Management, Retail Banking, Financial Services, CRCM, Regulatory Compliance, Project Management
Education
San Diego State University-California State University 1982 — 1986
business
MUFG Americas July 2014 - Present
Union Bank March 2011 - Present
Union Bank of California July 2008 - June 2011
Residential Credit Solutions January 2007 - August 2007
Aames Home Loan January 1997 - August 2007
Washington Mutual October 1987 - January 1997
Great Western Bank 1987 - 1997
Skills
Risk Management, Portfolio Management, Banking, Loans, Credit, Mortgage Lending, Financial Risk, Management, Retail Banking, Financial Services, CRCM, Regulatory Compliance, Project Management
Education
San Diego State University-California State University 1982 — 1986
business
Brenda Doby-Flewellyn's Union Bank of California Experience March 2003 - January 2007
Job
Industry Entertainment
Experience
FilmBankers International January 2007 - Present
Union Bank of California March 2003 - January 2007
The Lewis Horwitz Organization 1993 - 2003
Skills
Investments, Strategic Partnerships, Corporate Finance, Marketing, Strategic Planning, Entrepreneurship, Business Strategy, Television, Banking, Relationship Management, Loans
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Executive Business Management and Finance
University of California, Santa Barbara
Bachelor of Arts, Political Science
FilmBankers International January 2007 - Present
Union Bank of California March 2003 - January 2007
The Lewis Horwitz Organization 1993 - 2003
Skills
Investments, Strategic Partnerships, Corporate Finance, Marketing, Strategic Planning, Entrepreneurship, Business Strategy, Television, Banking, Relationship Management, Loans
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Executive Business Management and Finance
University of California, Santa Barbara
Bachelor of Arts, Political Science
Jean Ancheta's Union Bank of California Experience April 2007 - December 2009
Job at
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Charles Schwab July 2013 - March 2015
Charles Schwab November 2012 - July 2013
Union Bank December 2009 - November 2012
Union Bank of California April 2007 - December 2009
American Red Cross September 2006 - December 2006
Old Navy November 2000 - May 2002
Skills
Onboarding, Taleo, Recruiting, Talent Acquisition, Applicant Tracking..., Human Resources, Management, Executive Search, Interviews, Training, Process Improvement, Temporary Placement, Analysis, Hiring
Education
San Diego State University-California State University 2005 — 2006
BS, Business Management
Charles Schwab March 2015 - Present
Charles Schwab July 2013 - March 2015
Charles Schwab November 2012 - July 2013
Union Bank December 2009 - November 2012
Union Bank of California April 2007 - December 2009
American Red Cross September 2006 - December 2006
Old Navy November 2000 - May 2002
Skills
Onboarding, Taleo, Recruiting, Talent Acquisition, Applicant Tracking..., Human Resources, Management, Executive Search, Interviews, Training, Process Improvement, Temporary Placement, Analysis, Hiring
Education
San Diego State University-California State University 2005 — 2006
BS, Business Management
Pat Clemens's Union Bank of California Experience November 1993 - October 1998
Job SVP/Investment Professional at Revere Capital, LLC
Industry Investment Management
Experience
Revere Capital, LLC June 2014 - Present
White Oak Global Advisors, LLC January 2008 - September 2012
CIT Business Capital May 2006 - May 2007
GE Capital May 2004 - May 2006
Convergence Strategies, LLC January 2003 - March 2004
WR Hambrecht July 2000 - November 2002
Silicon Valley Bank November 1998 - May 2000
Union Bank of California November 1993 - October 1998
Skills
Financial Modeling, Private Equity, Mergers & Acquisitions, Venture Capital, Corporate Finance, Investment Banking, Finance, Strategy, Equities, Financial Structuring, Financial Services, Investments, Risk Management, Banking
Education
Purdue University 1985 — 1990
Revere Capital, LLC June 2014 - Present
White Oak Global Advisors, LLC January 2008 - September 2012
CIT Business Capital May 2006 - May 2007
GE Capital May 2004 - May 2006
Convergence Strategies, LLC January 2003 - March 2004
WR Hambrecht July 2000 - November 2002
Silicon Valley Bank November 1998 - May 2000
Union Bank of California November 1993 - October 1998
Skills
Financial Modeling, Private Equity, Mergers & Acquisitions, Venture Capital, Corporate Finance, Investment Banking, Finance, Strategy, Equities, Financial Structuring, Financial Services, Investments, Risk Management, Banking
Education
Purdue University 1985 — 1990
A.j. Duty's Union Bank of California Experience June 2001 - June 2004
Job Director of Support at MeLLmo Inc
Industry Computer Software
Experience
MeLLmo Inc May 2009 - Present
Business Objects 2004 - 2009
SAP 2004 - 2009
Union Bank of California June 2001 - June 2004
TechFlow, Inc. April 2003 - April 2004
National Dispatch Center 1994 - 2001
Skills
Business Intelligence, Enterprise Software, Business Objects, Requirements Analysis, Visio, Dashboard, Data Integration, Solution Architecture, Data Warehousing, Software Development, Cloud Computing, IT Strategy, SaaS, Mobile Devices, Databases, Analytics, ETL, Mobile Applications, Pre-sales, SQL
Education
San Diego State University-California State University 2000 — 2001
BS, Information Systems
Rohr/CPMS/CPHS
MeLLmo Inc May 2009 - Present
Business Objects 2004 - 2009
SAP 2004 - 2009
Union Bank of California June 2001 - June 2004
TechFlow, Inc. April 2003 - April 2004
National Dispatch Center 1994 - 2001
Skills
Business Intelligence, Enterprise Software, Business Objects, Requirements Analysis, Visio, Dashboard, Data Integration, Solution Architecture, Data Warehousing, Software Development, Cloud Computing, IT Strategy, SaaS, Mobile Devices, Databases, Analytics, ETL, Mobile Applications, Pre-sales, SQL
Education
San Diego State University-California State University 2000 — 2001
BS, Information Systems
Rohr/CPMS/CPHS
Martha A. Medina's Union Bank of California Experience September 2000 - Present
Job VP, Global Treasury Management Services, Union Bank
Industry Banking
Experience
Union Bank of California September 2000 - Present
Union Bank of California March 2006 - April 2008
Union Bank of California September 2000 - September 2006
Countrywide Home Loans March 1998 - September 2000
Washington Mutual March 1988 - January 2000
Education
Mt. San Antonio College
AA, Business Administration
Union Bank of California September 2000 - Present
Union Bank of California March 2006 - April 2008
Union Bank of California September 2000 - September 2006
Countrywide Home Loans March 1998 - September 2000
Washington Mutual March 1988 - January 2000
Education
Mt. San Antonio College
AA, Business Administration
Tom Wenzler's Union Bank of California Experience August 2003 - January 2009
Job at Verizon Wireless
Industry Information Technology and Services
Experience
Verizon Wireless April 2011 - Present
Union Bank of California August 2003 - January 2009
SunGard 2001 - 2002
BankOne 1997 - 2000
Skills
Vendor Management, Business Analysis, Visio, Integration, Requirements Analysis, SQL, Process Improvement, Project Management, Disaster Recovery, Software Documentation, Troubleshooting, Software Project..., Agile Methodologies, Enterprise Architecture, Software Development, Microsoft SQL Server, Business Intelligence, Requirements Gathering, Unix, SharePoint, Databases, Solution Architecture, Technical Support, Cloud Computing, Active Directory, IT Management, Business Requirements, System Administration, Management, Networking, Analysis, IT Strategy, Data Center, Business Process, Business Process..., Change Management, Windows Server, Data Warehousing, Telecommunications, Wireless, User Acceptance Testing, Systems Analysis, Testing, IT Service Management, Database Design, Business Continuity, VMware, ITIL, PMP, SDLC
Education
Ohio University
Bachelor of Business Administration
Verizon Wireless April 2011 - Present
Union Bank of California August 2003 - January 2009
SunGard 2001 - 2002
BankOne 1997 - 2000
Skills
Vendor Management, Business Analysis, Visio, Integration, Requirements Analysis, SQL, Process Improvement, Project Management, Disaster Recovery, Software Documentation, Troubleshooting, Software Project..., Agile Methodologies, Enterprise Architecture, Software Development, Microsoft SQL Server, Business Intelligence, Requirements Gathering, Unix, SharePoint, Databases, Solution Architecture, Technical Support, Cloud Computing, Active Directory, IT Management, Business Requirements, System Administration, Management, Networking, Analysis, IT Strategy, Data Center, Business Process, Business Process..., Change Management, Windows Server, Data Warehousing, Telecommunications, Wireless, User Acceptance Testing, Systems Analysis, Testing, IT Service Management, Database Design, Business Continuity, VMware, ITIL, PMP, SDLC
Education
Ohio University
Bachelor of Business Administration
Tony Sora's Union Bank of California Experience August 2004 - December 2008
Job Technology Consultant at Vertical Management Systems, Inc.
Industry Financial Services
Experience
Vertical Management Systems, Inc. March 2014 - Present
Prudential Financial August 2010 - July 2012
Prudential Financial January 2009 - August 2010
Union Bank of California August 2004 - December 2008
CNA Trust February 2003 - August 2004
CNA Trust September 1998 - February 2003
Skills
Process Improvement, Operations Management, Strategic Planning, Insurance, Customer Relations, Banking, Change Management, Workflow, Business Architecture, P&L Management, Budgetary Management, Managerial Finance, Strategic Financial..., Start-ups, Budgets, Financial Planning, Finance, Mergers & Acquisitions, Cross-functional Team..., Employee Benefits
Education
Northeastern Illinois University
Bachelor of Science (BS), Accounting
Vertical Management Systems, Inc. March 2014 - Present
Prudential Financial August 2010 - July 2012
Prudential Financial January 2009 - August 2010
Union Bank of California August 2004 - December 2008
CNA Trust February 2003 - August 2004
CNA Trust September 1998 - February 2003
Skills
Process Improvement, Operations Management, Strategic Planning, Insurance, Customer Relations, Banking, Change Management, Workflow, Business Architecture, P&L Management, Budgetary Management, Managerial Finance, Strategic Financial..., Start-ups, Budgets, Financial Planning, Finance, Mergers & Acquisitions, Cross-functional Team..., Employee Benefits
Education
Northeastern Illinois University
Bachelor of Science (BS), Accounting
Nanette Hanly's Union Bank of California Experience 2001 - October 2011
Job Special Projects Coordinator at Union Bank
Industry Executive Office
Experience
Union Bank May 2001 - Present
Union Bank May 2001 - November 2011
Union Bank of California 2001 - October 2011
Transamerica 1981 - 2001
Transamerica Life Companies 1981 - 2000
Skills
Internal Audit, Financial Modeling, Banking, Credit, Budgets, Financial Analysis, Time Management, Management, Finance, Financial Services, Analysis, Commercial Lending, Credit Analysis, Business Analysis, SDLC
Education
Pasadena City College 1978 — 1980
Union Bank May 2001 - Present
Union Bank May 2001 - November 2011
Union Bank of California 2001 - October 2011
Transamerica 1981 - 2001
Transamerica Life Companies 1981 - 2000
Skills
Internal Audit, Financial Modeling, Banking, Credit, Budgets, Financial Analysis, Time Management, Management, Finance, Financial Services, Analysis, Commercial Lending, Credit Analysis, Business Analysis, SDLC
Education
Pasadena City College 1978 — 1980
Brad Stephens's Union Bank of California Experience July 2004 - May 2008
Job Senior Consultant
Industry Financial Services
Experience
Nationwide Financial May 2014 - Present
HighMark Capital Management May 2008 - December 2013
Union Bank of California July 2004 - May 2008
Farmers Financial Solutions 2003 - 2004
Sutro & Co / RBC Dain Rauscher 2002 - 2003
U.S. BANCORP PIPER JAFFRAY 1999 - 2002
Franklin Templeton 1991 - 1999
Skills
Mutual Funds, Investments, Series 63, Investment Advisory, Alternative Investments, Series 6, Asset Allocation, Investment Strategies, 401k, Defined Contribution, Qualified Retirement..., Investment Management, Retirement Planning, Retirement, Zephyr Style Advisor, Asset Management, Portfolio Management, Wealth Management, Retirement Plan..., Morningstar Direct, Thompson Portfolio..., FactSet
Education
San Diego State University-California State University 1987 — 1991
Bachelor of Science in Business Administration, Marketing
Marin Catholic High School
Nationwide Financial May 2014 - Present
HighMark Capital Management May 2008 - December 2013
Union Bank of California July 2004 - May 2008
Farmers Financial Solutions 2003 - 2004
Sutro & Co / RBC Dain Rauscher 2002 - 2003
U.S. BANCORP PIPER JAFFRAY 1999 - 2002
Franklin Templeton 1991 - 1999
Skills
Mutual Funds, Investments, Series 63, Investment Advisory, Alternative Investments, Series 6, Asset Allocation, Investment Strategies, 401k, Defined Contribution, Qualified Retirement..., Investment Management, Retirement Planning, Retirement, Zephyr Style Advisor, Asset Management, Portfolio Management, Wealth Management, Retirement Plan..., Morningstar Direct, Thompson Portfolio..., FactSet
Education
San Diego State University-California State University 1987 — 1991
Bachelor of Science in Business Administration, Marketing
Marin Catholic High School
Denise Fukushima's Union Bank of California Experience August 2005 - 2007
Job Vice President at Union Bank
Industry Banking
Experience
Union Bank December 1995 - Present
Union Bank of California August 2005 - 2007
Union Bank of California August 2004 - August 2005
Union Bank of California December 1995 - May 2004
Skills
Banking, Process Improvement, Business Analysis, Business Process..., Financial Services, System Design, Project Planning, FileNet, Oracle, Databases, .NET, Microsoft SQL Server, SDLC, Project Management
Education
Mt. San Antonio College
Union Bank December 1995 - Present
Union Bank of California August 2005 - 2007
Union Bank of California August 2004 - August 2005
Union Bank of California December 1995 - May 2004
Skills
Banking, Process Improvement, Business Analysis, Business Process..., Financial Services, System Design, Project Planning, FileNet, Oracle, Databases, .NET, Microsoft SQL Server, SDLC, Project Management
Education
Mt. San Antonio College
Jean Henceroth's Union Bank of California Experience August 1987 - April 1988
Job Development Consultant
Industry Nonprofit Organization Management
Experience
Association of Fundraising Professionals, Washington D.C. Metro Area Chapter 2013 - 2013
Susan G. Komen for the Cure Houston Affiliate September 2011 - November 2012
Association of Fundraising Professionals 2009 - 2012
American Red Cross June 2010 - September 2011
American Red Cross October 2009 - May 2010
JPMorgan Chase October 1998 - August 2008
Texas Commerce Bank April 1990 - October 1998
Standard Chartered Bank November 1985 - November 1989
Union Bank of California August 1987 - April 1988
Skills
Volunteer Management, Non-profits, Banking, Credit Analysis, Non-profit..., Portfolio Management, Sales, Credit, Program Management, Philanthropy, Fundraising, Community Development, Grants, Business Development, Change Management, CRM, Financial Analysis, Loans, Stewardship, Public Speaking, Event Planning, Leadership, Finance, Relationship Management, Analysis, Customer Service, Event Management, Investment Banking, Volunteer Recruiting, Strategy, Board Development, Nonprofits, Management, Annual Giving, Marketing, Grant Writing, Commercial Banking, Funding, Planned Giving, Program Development, Prospect Research, Fundraisers, Strategic Planning, Non-profit Board..., Leadership Development, Volunteer Training, Board Relations, Raiser's Edge, Community Outreach, New Business Development
Education
University of Oklahoma 1972 — 1978
B.A, History
Rice University
Association of Fundraising Professionals, Washington D.C. Metro Area Chapter 2013 - 2013
Susan G. Komen for the Cure Houston Affiliate September 2011 - November 2012
Association of Fundraising Professionals 2009 - 2012
American Red Cross June 2010 - September 2011
American Red Cross October 2009 - May 2010
JPMorgan Chase October 1998 - August 2008
Texas Commerce Bank April 1990 - October 1998
Standard Chartered Bank November 1985 - November 1989
Union Bank of California August 1987 - April 1988
Skills
Volunteer Management, Non-profits, Banking, Credit Analysis, Non-profit..., Portfolio Management, Sales, Credit, Program Management, Philanthropy, Fundraising, Community Development, Grants, Business Development, Change Management, CRM, Financial Analysis, Loans, Stewardship, Public Speaking, Event Planning, Leadership, Finance, Relationship Management, Analysis, Customer Service, Event Management, Investment Banking, Volunteer Recruiting, Strategy, Board Development, Nonprofits, Management, Annual Giving, Marketing, Grant Writing, Commercial Banking, Funding, Planned Giving, Program Development, Prospect Research, Fundraisers, Strategic Planning, Non-profit Board..., Leadership Development, Volunteer Training, Board Relations, Raiser's Edge, Community Outreach, New Business Development
Education
University of Oklahoma 1972 — 1978
B.A, History
Rice University
Tim McQuay's Union Bank of California Experience 1990 - 1993
Job Managing Director, Noble Financial Group
Industry Financial Services
Experience
Noble Financial Capital Markets November 2011 - Present
Superior Industries International, Inc. November 2011 - Present
BSD Medical Corp. February 2008 - Present
Meade Instruments Corp. January 1997 - September 2013
Meade Instruments Corp April 1996 - September 2013
B. Riley & Co. September 2008 - November 2011
A.G. Edwards July 1997 - December 2007
Crowell, Weedon & Co. June 1993 - July 1997
Union Bank of California 1990 - 1993
Skills
Investment Banking, Capital Markets, Private Equity, Equities, Venture Capital, Valuation, Securities, Investments, Corporate Finance, Private Placements, Financial Modeling, Due Diligence, Alternative Investments, Hedge Funds, Corporate Development, Financial Analysis, Business Valuation, Mergers, Asset Managment, Portfolio Management
Education
University of California, Los Angeles - The Anderson School of Management 1981 — 1983
Master of Business Administration (MBA), Finance, General
Princeton University 1969 — 1973
AB, Economics
Noble Financial Capital Markets November 2011 - Present
Superior Industries International, Inc. November 2011 - Present
BSD Medical Corp. February 2008 - Present
Meade Instruments Corp. January 1997 - September 2013
Meade Instruments Corp April 1996 - September 2013
B. Riley & Co. September 2008 - November 2011
A.G. Edwards July 1997 - December 2007
Crowell, Weedon & Co. June 1993 - July 1997
Union Bank of California 1990 - 1993
Skills
Investment Banking, Capital Markets, Private Equity, Equities, Venture Capital, Valuation, Securities, Investments, Corporate Finance, Private Placements, Financial Modeling, Due Diligence, Alternative Investments, Hedge Funds, Corporate Development, Financial Analysis, Business Valuation, Mergers, Asset Managment, Portfolio Management
Education
University of California, Los Angeles - The Anderson School of Management 1981 — 1983
Master of Business Administration (MBA), Finance, General
Princeton University 1969 — 1973
AB, Economics
Don Napasindayao's Union Bank of California Experience September 1998 - August 1999
Job Sr. Database Engineer at HP Enterprise Services
Industry Information Technology and Services
Experience
Hewlett-Packard May 2011 - Present
Northrop Grumman Information Systems March 2011 - April 2011
Abbott Vascular October 2005 - February 2011
Guidant October 2005 - June 2006
MTS Technologies, Inc. November 2000 - September 2005
SRA International February 2000 - November 2000
Community Care Network December 1999 - January 2000
Xybernet, Inc. August 1998 - November 1999
Union Bank of California September 1998 - August 1999
United States Marine Corps May 1993 - May 1998
Skills
Databases, Oracle, Oracle RAC, PL/SQL, Unix Shell Scripting, Data Migration, Data Warehousing, Microsoft SQL Server, Disaster Recovery, Data Modeling, C, Oracle Application..., AIX, RDBMS, High Availability, SQL, Unix, IBM AIX, COBOL, Microsoft Cluster, SQL Server 2008 R2..., SQL Server 2012..., Oracle Data Guard, Unicode, Oracle Hetergeneous..., SQL Server 2008 R2..., Oracle 12c Enterprise...
Education
Oracle University - 11g RAC 2012 — 2012
Oracle University - E-Business Suite R12 2012 — 2012
University of California, San Diego 2001 — 2002
Oracle 9i Certified Professional
San Diego State University-California State University 1994 — 1998
Hewlett-Packard May 2011 - Present
Northrop Grumman Information Systems March 2011 - April 2011
Abbott Vascular October 2005 - February 2011
Guidant October 2005 - June 2006
MTS Technologies, Inc. November 2000 - September 2005
SRA International February 2000 - November 2000
Community Care Network December 1999 - January 2000
Xybernet, Inc. August 1998 - November 1999
Union Bank of California September 1998 - August 1999
United States Marine Corps May 1993 - May 1998
Skills
Databases, Oracle, Oracle RAC, PL/SQL, Unix Shell Scripting, Data Migration, Data Warehousing, Microsoft SQL Server, Disaster Recovery, Data Modeling, C, Oracle Application..., AIX, RDBMS, High Availability, SQL, Unix, IBM AIX, COBOL, Microsoft Cluster, SQL Server 2008 R2..., SQL Server 2012..., Oracle Data Guard, Unicode, Oracle Hetergeneous..., SQL Server 2008 R2..., Oracle 12c Enterprise...
Education
Oracle University - 11g RAC 2012 — 2012
Oracle University - E-Business Suite R12 2012 — 2012
University of California, San Diego 2001 — 2002
Oracle 9i Certified Professional
San Diego State University-California State University 1994 — 1998
Zakia Wright's Union Bank of California Experience 2006 - 2007
Job CANVASSER at Grassroots Campaigns
Industry Marketing and Advertising
Experience
Grassroots Campaigns October 2008 - Present
Bovis Lend Lease May 2008 - July 2008
union bank of california 2006 - 2007
Education
Rowan University 1998 — 2002
Grassroots Campaigns October 2008 - Present
Bovis Lend Lease May 2008 - July 2008
union bank of california 2006 - 2007
Education
Rowan University 1998 — 2002
Jorge Rosas's Union Bank of California Experience September 2001 - February 2009
Job Senior Technical Consultant Technical Architect at Baxalta
Industry Computer Software
Experience
Baxalta April 2012 - Present
Fashion Institute of Design and Merchandising December 2008 - April 2012
FIDM December 2008 - April 2012
Union Bank of California September 2001 - February 2009
North Communications 2000 - 2001
Irvine Optical 1998 - 2000
Skills
WebSphere Application..., JavaScript, JSF, Java, Struts, Salesforce, Salesforce REST, iOS development
Education
Occidental College 1994 — 1998
Bachelor of Arts (B.A.), Public Policy
Baxalta April 2012 - Present
Fashion Institute of Design and Merchandising December 2008 - April 2012
FIDM December 2008 - April 2012
Union Bank of California September 2001 - February 2009
North Communications 2000 - 2001
Irvine Optical 1998 - 2000
Skills
WebSphere Application..., JavaScript, JSF, Java, Struts, Salesforce, Salesforce REST, iOS development
Education
Occidental College 1994 — 1998
Bachelor of Arts (B.A.), Public Policy
Louie Vignapiano's Union Bank of California Experience December 1977 - September 1990
Job Retired at Retired IT Professional
Industry Information Technology and Services
Experience
Retired IT Professional May 2011 - Present
City of Chula Vista September 1990 - May 2011
Union Bank of California December 1977 - September 1990
Bank of Tokyo-Mitsubishi January 1972 - December 1977
Skills
Security, Windows, Network Administration, Networking, Network Security, Management, Emergency Preparedness, Amateur Radio, Emergency Management, IT Management, Project Planning, Information Technology, Strategic Planning, Incident Command, Disaster Recovery, System Administration, Program Management, Government, Project Management, IT Strategy, Vendor Management, Command, Analysis, Software Development, Team Leadership, Telecommunications, Process Improvement, Policy, Budgets, Team Building, Troubleshooting, Data Center, Integration, ITIL, Databases, Leadership, Cloud Computing, Business Analysis, Governance, Business Continuity, SDLC, IT Operations, Change Management, Enterprise Architecture, IT Service Management, PMP, Local Government, Information Security..., Business Process..., Visio
Education
US Department of Homeland Security - FEMA 2007 — 2011
San Diego State University-California State University 1989 — 1994
Bachelor of Science (B.S.), Business Administration (Management)
Grossmont Community College 1981 — 1987
Associate of Science (A.S.), Finance, General
Xaverian High School 1967 — 1970
Retired IT Professional May 2011 - Present
City of Chula Vista September 1990 - May 2011
Union Bank of California December 1977 - September 1990
Bank of Tokyo-Mitsubishi January 1972 - December 1977
Skills
Security, Windows, Network Administration, Networking, Network Security, Management, Emergency Preparedness, Amateur Radio, Emergency Management, IT Management, Project Planning, Information Technology, Strategic Planning, Incident Command, Disaster Recovery, System Administration, Program Management, Government, Project Management, IT Strategy, Vendor Management, Command, Analysis, Software Development, Team Leadership, Telecommunications, Process Improvement, Policy, Budgets, Team Building, Troubleshooting, Data Center, Integration, ITIL, Databases, Leadership, Cloud Computing, Business Analysis, Governance, Business Continuity, SDLC, IT Operations, Change Management, Enterprise Architecture, IT Service Management, PMP, Local Government, Information Security..., Business Process..., Visio
Education
US Department of Homeland Security - FEMA 2007 — 2011
San Diego State University-California State University 1989 — 1994
Bachelor of Science (B.S.), Business Administration (Management)
Grossmont Community College 1981 — 1987
Associate of Science (A.S.), Finance, General
Xaverian High School 1967 — 1970
Frank Choi's Union Bank of California Experience June 2007 - June 2015
Job Sr. Operations Analayst at Post Advisory Group
Industry Banking
Experience
Post Advisory Group July 2015 - Present
Union Bank of California June 2007 - June 2015
Western Asset Management 2003 - 2007
State Street IMS West 2001 - 2003
Skills
Derivatives
Education
Pepperdine University 2003 — 2005
MBA, Finance
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
Post Advisory Group July 2015 - Present
Union Bank of California June 2007 - June 2015
Western Asset Management 2003 - 2007
State Street IMS West 2001 - 2003
Skills
Derivatives
Education
Pepperdine University 2003 — 2005
MBA, Finance
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
Lilia Mojica's Union Bank of California Experience March 1986 - September 2000
Job Consultant/trainer.spokesperson at Visa
Industry Banking
Experience
Union Bank 2010 - Present
Visa September 2000 - Present
Union Bank of California March 1986 - September 2000
Skills
Business Analysis, Banking, Financial Services, Management, Vendor Management, Risk Management, Financial Analysis, Business Planning, Finance, Market Research, Change Management, Business Development, Leadership, Time Management, Spanish, Strategy, Start-ups, Training, Business Strategy, Loans, Strategic Planning
Education
San Diego State University-California State University
Certificate, Court Interpreter/Translator
Union Bank 2010 - Present
Visa September 2000 - Present
Union Bank of California March 1986 - September 2000
Skills
Business Analysis, Banking, Financial Services, Management, Vendor Management, Risk Management, Financial Analysis, Business Planning, Finance, Market Research, Change Management, Business Development, Leadership, Time Management, Spanish, Strategy, Start-ups, Training, Business Strategy, Loans, Strategic Planning
Education
San Diego State University-California State University
Certificate, Court Interpreter/Translator
Scott Rosin's Union Bank of California Experience 2000 - 2001
Job Owner, SAR California Development Group, Inc.
Industry Computer Software
Experience
SAR California Development Group, Inc. Vice PresidentRosin & AssociatesJanuary 2000 - Present
Union Bank of California 2000 - 2001
Education
San Diego State University-California State University 2008 — 2008
Certificate, Software development - C#, .Net
SAR California Development Group, Inc. Vice PresidentRosin & AssociatesJanuary 2000 - Present
Union Bank of California 2000 - 2001
Education
San Diego State University-California State University 2008 — 2008
Certificate, Software development - C#, .Net
Ken Kroel's Union Bank of California Experience October 2003 - August 2014
Job Business System Analyst at MedImpact Healthcare Systems, Inc.
Industry Banking
Experience
MedImpact Healthcare Systems, Inc. August 2014 - Present
Union Bank of California October 2003 - August 2014
Imagesoft 2001 - 2003
Skills
SDLC, Business Analysis, Vendor Management, Requirements Analysis, Process Improvement, Banking, Visio, Integration, SQL, Software Project...
Education
UCSD Extension 2014 — 2015
Data Mining Certificate
New Mexico State University 1989 — 1992
M.S.
University of Florida 1987 — 1989
B.S.
MedImpact Healthcare Systems, Inc. August 2014 - Present
Union Bank of California October 2003 - August 2014
Imagesoft 2001 - 2003
Skills
SDLC, Business Analysis, Vendor Management, Requirements Analysis, Process Improvement, Banking, Visio, Integration, SQL, Software Project...
Education
UCSD Extension 2014 — 2015
Data Mining Certificate
New Mexico State University 1989 — 1992
M.S.
University of Florida 1987 — 1989
B.S.
Cheryl Cinelli's Union Bank of California Experience 1988 - 2001
Job Senior Vice President at Bank of Marin
Industry Banking
Experience
Bank of Marin Vice PresidentComerica BankSeptember 2001 - June 2006
Union Bank of California 1988 - 2001
Skills
Commercial Lending, Small Business Lending, Consumer Lending, Credit, Portfolio Management, Financial Analysis, Banking, Commercial Banking, Loans, Credit Analysis, Commercial Mortgages, Marketing Strategy, Finance
Education
Saint Mary's College of California 1980 — 1984
B.S., Business Administration
Bank of Marin Vice PresidentComerica BankSeptember 2001 - June 2006
Union Bank of California 1988 - 2001
Skills
Commercial Lending, Small Business Lending, Consumer Lending, Credit, Portfolio Management, Financial Analysis, Banking, Commercial Banking, Loans, Credit Analysis, Commercial Mortgages, Marketing Strategy, Finance
Education
Saint Mary's College of California 1980 — 1984
B.S., Business Administration
Richard Harbaugh's Union Bank of California Experience April 2002 - August 2005
Job Principal at Southern Vintage Wines, Inc.
Industry Wine and Spirits
Experience
Southern Vintage Wines, Inc. March 2011 - Present
California Bank of Commerce January 2010 - March 2011
US Bank October 2008 - January 2010
Home Trust Bank March 2007 - July 2008
City National Bank August 2005 - March 2007
Union Bank of California April 2002 - August 2005
Skills
Brand Development, Brand Management, Sales, Loans, Product Development, Marketing Strategy, Positioning, Portfolio Management, Mergers & Acquisitions, Banking, Strategy, Start-ups
Education
St. Mary's College of California 1995 — 1997
MBA
University of California, Irvine 1980 — 1982
BA, Economics
Occidental College 1978 — 1980
Economics
Southern Vintage Wines, Inc. March 2011 - Present
California Bank of Commerce January 2010 - March 2011
US Bank October 2008 - January 2010
Home Trust Bank March 2007 - July 2008
City National Bank August 2005 - March 2007
Union Bank of California April 2002 - August 2005
Skills
Brand Development, Brand Management, Sales, Loans, Product Development, Marketing Strategy, Positioning, Portfolio Management, Mergers & Acquisitions, Banking, Strategy, Start-ups
Education
St. Mary's College of California 1995 — 1997
MBA
University of California, Irvine 1980 — 1982
BA, Economics
Occidental College 1978 — 1980
Economics
Denise Thrapp's Union Bank of California Experience March 1978 - October 2013
Job Vice President/Commercial Banker, California Bank & Trust
Industry Commercial Real Estate
Experience
Union Bank of California March 1978 - October 2013
Skills
Small Business Lending, New Business Development, Strategic Planning, Credit Analysis, Sales, Loans, Refinance, Mortgage Lending, Banking, Cash Management, Commercial Banking, Commercial Lending, Credit, Real Estate
Education
San Diego State University-California State University
Union Bank of California March 1978 - October 2013
Skills
Small Business Lending, New Business Development, Strategic Planning, Credit Analysis, Sales, Loans, Refinance, Mortgage Lending, Banking, Cash Management, Commercial Banking, Commercial Lending, Credit, Real Estate
Education
San Diego State University-California State University
Charlene Stephens's Union Bank of California Experience March 1991 - May 2000
Job Agent / Partner at LAER Realty Partners
Industry Renewables & Environment
Experience
LAER Realty Partners October 2014 - Present
White Barn Heirlooms June 2012 - Present
DriveTime March 2010 - July 2011
HoneyBaked Ham September 2007 - January 2009
San Diego Data Processing Corp 2002 - 2004
San Diego Data Processing Corporation 2000 - 2002
Union Bank of California March 1991 - May 2000
First Interstate Bank 1989 - 1991
Education
University of California, San Diego 2003 — 2004
LAMP - Leadership and Management Program
San Diego State University-California State University 2000 — 2001
Information Technology
LAER Realty Partners October 2014 - Present
White Barn Heirlooms June 2012 - Present
DriveTime March 2010 - July 2011
HoneyBaked Ham September 2007 - January 2009
San Diego Data Processing Corp 2002 - 2004
San Diego Data Processing Corporation 2000 - 2002
Union Bank of California March 1991 - May 2000
First Interstate Bank 1989 - 1991
Education
University of California, San Diego 2003 — 2004
LAMP - Leadership and Management Program
San Diego State University-California State University 2000 — 2001
Information Technology
Bruce Mehus's Union Bank of California Experience January 2002 - October 2003
Job Lending Manager, A.V.P. at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage- Pacific Division August 2013 - Present
Wells Fargo, Private Mortgage Banking May 2011 - August 2013
Wells Fargo 2009 - April 2011
Lendsure Financial Services October 2008 - May 2009
Accredited Home Lenders November 2003 - August 2008
Union Bank of California January 2002 - October 2003
Advanta Corporation September 1993 - February 2001
ADVANTA Mortgage 1991 - 1999
San Diego Trust And Savings Bank 1987 - 1989
Skills
Mortgage Lending, Operations Management, FHA financing, Credit Analysis, Underwriting, Credit Risk, Loan Origination, Leadership, Risk Management, Portfolio Management, Process Improvement, Executive Management, Customer Service, Mortgage Underwriting, Loss Mitigation, Loans, FHA, Credit, Loan Servicing, Banking, Mortgage Banking, Financial Risk, Refinance, Residential Mortgages, Analysis, FHA Financing
Education
American Banking Institute
Oregon State University
Bachelor of Science, Finance
Wells Fargo Home Mortgage- Pacific Division August 2013 - Present
Wells Fargo, Private Mortgage Banking May 2011 - August 2013
Wells Fargo 2009 - April 2011
Lendsure Financial Services October 2008 - May 2009
Accredited Home Lenders November 2003 - August 2008
Union Bank of California January 2002 - October 2003
Advanta Corporation September 1993 - February 2001
ADVANTA Mortgage 1991 - 1999
San Diego Trust And Savings Bank 1987 - 1989
Skills
Mortgage Lending, Operations Management, FHA financing, Credit Analysis, Underwriting, Credit Risk, Loan Origination, Leadership, Risk Management, Portfolio Management, Process Improvement, Executive Management, Customer Service, Mortgage Underwriting, Loss Mitigation, Loans, FHA, Credit, Loan Servicing, Banking, Mortgage Banking, Financial Risk, Refinance, Residential Mortgages, Analysis, FHA Financing
Education
American Banking Institute
Oregon State University
Bachelor of Science, Finance
Brighid Blain, CRCM's Union Bank of California Experience 2002 - 2006
Job Division of Consumer Protection and Supervision at FDIC
Industry Banking
Experience
FDIC February 2011 - Present
FDIC October 2010 - February 2011
E*TRADE Financial 2006 - October 2010
Union Bank of California 2002 - 2006
Loan City 2001 - 2002
Wells Fargo 1998 - 2001
Skills
Mortgage Lending, Loans, Banking, AML, Loss Mitigation, Credit, Risk Management, Credit Risk, Fraud, Loan Servicing, Bank Secrecy Act, OFAC, Regulatory Affairs, Regulatory Requirements, Compliance, Community Development
Education
Saint Mary-of-the-Woods College
Psychology and History
FDIC February 2011 - Present
FDIC October 2010 - February 2011
E*TRADE Financial 2006 - October 2010
Union Bank of California 2002 - 2006
Loan City 2001 - 2002
Wells Fargo 1998 - 2001
Skills
Mortgage Lending, Loans, Banking, AML, Loss Mitigation, Credit, Risk Management, Credit Risk, Fraud, Loan Servicing, Bank Secrecy Act, OFAC, Regulatory Affairs, Regulatory Requirements, Compliance, Community Development
Education
Saint Mary-of-the-Woods College
Psychology and History
Hugh Lawrence's Union Bank of California Experience March 1986 - March 2010
Job Retired at None
Industry Banking
Experience
None March 2010 - Present
Union Bank of California March 1986 - March 2010
Education
University of California, Berkeley - School of Law 1976 — 1979
JD, Law
Stanford University 1970 — 1973
MA, Chinese
Michigan State University 1966 — 1970
BA, History
None March 2010 - Present
Union Bank of California March 1986 - March 2010
Education
University of California, Berkeley - School of Law 1976 — 1979
JD, Law
Stanford University 1970 — 1973
MA, Chinese
Michigan State University 1966 — 1970
BA, History
John Urquidi's Union Bank of California Experience October 2001 - October 2005
Job Consultant at Ltech Network Services
Industry Information Technology and Services
Experience
Contractor November 2014 - Present
Ltech Network Services June 2012 - November 2014
LA County April 2012 - June 2012
ACS March 2008 - November 2011
Northrop Grumman IT October 2005 - March 2008
Union Bank of California October 2001 - October 2005
Farmers Insurance Group March 2001 - October 2001
Sempra Energy 1999 - 2000
Skills
Active Directory, VMware, Data Center, Disaster Recovery, Servers, Network Security, Cisco WAN, CiscoWorks, Dot1q, PVST+, MSTP, PAgP, LACP, sFlow, TACACS, Link Aggregation, MPLS Networking, Private Networks, T-1, OC-x, CSU/DSUs, Data Circuits, Fiber Optic Networks, Ethernet over Copper, Turn-up, Firewalls, Etherchannel, Spanning Tree, CatOS, OSPF, EIGRP, TCP/IP, Wireless Networking, Wireless Security, WPA, EAP-TLS, Wireless LAN Controller, Wireless Site Surveys, Brocade, SNMP, Netflow, DNS, DHCP, VTP, HSRP, Policy Based Routing, BGPv4, Cisco IOS, Juniper, ScreenOS
Education
Rio Hondo College 1991 — 1998
CIS
Contractor November 2014 - Present
Ltech Network Services June 2012 - November 2014
LA County April 2012 - June 2012
ACS March 2008 - November 2011
Northrop Grumman IT October 2005 - March 2008
Union Bank of California October 2001 - October 2005
Farmers Insurance Group March 2001 - October 2001
Sempra Energy 1999 - 2000
Skills
Active Directory, VMware, Data Center, Disaster Recovery, Servers, Network Security, Cisco WAN, CiscoWorks, Dot1q, PVST+, MSTP, PAgP, LACP, sFlow, TACACS, Link Aggregation, MPLS Networking, Private Networks, T-1, OC-x, CSU/DSUs, Data Circuits, Fiber Optic Networks, Ethernet over Copper, Turn-up, Firewalls, Etherchannel, Spanning Tree, CatOS, OSPF, EIGRP, TCP/IP, Wireless Networking, Wireless Security, WPA, EAP-TLS, Wireless LAN Controller, Wireless Site Surveys, Brocade, SNMP, Netflow, DNS, DHCP, VTP, HSRP, Policy Based Routing, BGPv4, Cisco IOS, Juniper, ScreenOS
Education
Rio Hondo College 1991 — 1998
CIS
Linda Triplette's Union Bank of California Experience July 1993 - September 2007
Job Human Resources Professional
Industry Human Resources
Experience
Union Bank of California July 1993 - September 2007
Education
Morgan State University
BS, Business Administration
Virginia Commonwealth University
Masters, Business Administration
Union Bank of California July 1993 - September 2007
Education
Morgan State University
BS, Business Administration
Virginia Commonwealth University
Masters, Business Administration
James Juarez's Union Bank of California Experience December 2006 - Present
Job Commercial Lending Officer at Union Bank of California
Industry Banking
Experience
Union Bank of California December 2006 - Present
Union Bank of California December 2005 - Present
Washington Mutual July 2003 - July 2005
Education
San Diego State University-California State University 2001 — 2003
Bachelors, Economics
Union Bank of California December 2006 - Present
Union Bank of California December 2005 - Present
Washington Mutual July 2003 - July 2005
Education
San Diego State University-California State University 2001 — 2003
Bachelors, Economics
Fred Cebalo's Union Bank of California Experience 2002 - 2006
Job Senior Loan Officer at Bofi Federal Bank/ Apartment Bank
Industry Commercial Real Estate
Experience
Bofi Federal Bank/ Apartment Bank November 2012 - Present
Piedmont Capital Funding August 2009 - September 2012
Imperial Capital Bank 2006 - 2008
Union Bank of California 2002 - 2006
United Commercial Bank 1997 - 2002
Skills
Real Estate, Loans, Commercial Real Estate, Appraisals, Investments, Mortgage Lending, Real Estate Economics, Property, Banking, Commercial Mortgages, Real Estate Financing, Refinance, Loan Origination, Investment Properties, Commercial Lending
Education
Saint Mary's College of California 1972 — 1975
Miramonte High School 1967 — 1971
Bofi Federal Bank/ Apartment Bank November 2012 - Present
Piedmont Capital Funding August 2009 - September 2012
Imperial Capital Bank 2006 - 2008
Union Bank of California 2002 - 2006
United Commercial Bank 1997 - 2002
Skills
Real Estate, Loans, Commercial Real Estate, Appraisals, Investments, Mortgage Lending, Real Estate Economics, Property, Banking, Commercial Mortgages, Real Estate Financing, Refinance, Loan Origination, Investment Properties, Commercial Lending
Education
Saint Mary's College of California 1972 — 1975
Miramonte High School 1967 — 1971
Susanie Samson's Union Bank of California Experience 1990 - 2007
Job Loan Administrator
Industry Commercial Real Estate
Experience
US Bank December 2008 - Present
WaMu September 2007 - December 2008
Union Bank of California 1990 - 2007
Simpson Housing 2004 - 2005
Education
Saint Paul University 1984 — 1988
Bachelor of Science, Acccounting
US Bank December 2008 - Present
WaMu September 2007 - December 2008
Union Bank of California 1990 - 2007
Simpson Housing 2004 - 2005
Education
Saint Paul University 1984 — 1988
Bachelor of Science, Acccounting
Nancy Le's Union Bank of California Experience July 2000 - September 2008
Job Real Estate Services/5 Star Worldwide Coordinator CBRE
Industry Commercial Real Estate
Experience
CBRE April 2012 - Present
Kilroy Realty Corporation September 2011 - March 2012
CB Richard Ellis October 2010 - March 2012
Union Bank of California July 2000 - September 2008
Skills
Administrative..., Outlook, Travel Arrangements, Office Management, Data Entry, Spreadsheets, Customer Service, Microsoft Excel, 10 Key, File Management, PowerPoint, Microsoft Word, Microsoft Office, Lotus Notes, Accounts Payable, Contract Management, Management, Budgets, Administrative..., Event Planning, Project Management, Contract Negotiation, Facilities Management, Property Management, Real Estate, Marketing
Education
San Diego State University-California State University 1995 — 1998
Criminal Justice
CBRE April 2012 - Present
Kilroy Realty Corporation September 2011 - March 2012
CB Richard Ellis October 2010 - March 2012
Union Bank of California July 2000 - September 2008
Skills
Administrative..., Outlook, Travel Arrangements, Office Management, Data Entry, Spreadsheets, Customer Service, Microsoft Excel, 10 Key, File Management, PowerPoint, Microsoft Word, Microsoft Office, Lotus Notes, Accounts Payable, Contract Management, Management, Budgets, Administrative..., Event Planning, Project Management, Contract Negotiation, Facilities Management, Property Management, Real Estate, Marketing
Education
San Diego State University-California State University 1995 — 1998
Criminal Justice
Chris Avila's Union Bank of California Experience August 2002 - July 2008
Job Document Control Specialist II at Dexcom
Industry Medical Devices
Experience
Dexcom, Inc. April 2011 - Present
Prometheus Labs, Inc. August 2010 - April 2011
Amylin Pharmaceuticals July 2008 - August 2010
Union Bank of California August 2002 - July 2008
CryoCor, Inc. 2002 - 2002
Skills
Document Management, Adobe Acrobat, FDA, Quality System, SharePoint, CAPA, Records Management, Training, Software Documentation, 21 CFR Part 11
Education
San Diego State University-California State University 2009 — 2014
Bachelor of Science (BS), Management Information Systems
San Diego Mesa College 2004 — 2008
Associates, Transfer Studies, Business Administration
Dexcom, Inc. April 2011 - Present
Prometheus Labs, Inc. August 2010 - April 2011
Amylin Pharmaceuticals July 2008 - August 2010
Union Bank of California August 2002 - July 2008
CryoCor, Inc. 2002 - 2002
Skills
Document Management, Adobe Acrobat, FDA, Quality System, SharePoint, CAPA, Records Management, Training, Software Documentation, 21 CFR Part 11
Education
San Diego State University-California State University 2009 — 2014
Bachelor of Science (BS), Management Information Systems
San Diego Mesa College 2004 — 2008
Associates, Transfer Studies, Business Administration
James Levinson's Union Bank of California Experience 1984 - 1985
Job Sales/Use Tax Partner, PwC's Indirect Tax Practice Leader for the Southern California/Phoenix Market
Industry Accounting
Experience
PricewaterhouseCoopers January 1999 - Present
State Board of Equalization 1986 - 1999
Union Bank of California 1984 - 1985
Skills
Indirect Taxation, Use Tax, Sales Tax, Tax Audits, Tax Controversy, State Taxation, Tax, Internal Audit, Auditing, Tax Advisory, Sales & Use Tax, Property Tax, Tax Law, Tax Research, US Tax, Corporate Tax, Tax Accounting, Due Diligence, CPA, International Tax, Accounting
Education
San Diego State University-California State University 1979 — 1984
BS, Accounting
PricewaterhouseCoopers January 1999 - Present
State Board of Equalization 1986 - 1999
Union Bank of California 1984 - 1985
Skills
Indirect Taxation, Use Tax, Sales Tax, Tax Audits, Tax Controversy, State Taxation, Tax, Internal Audit, Auditing, Tax Advisory, Sales & Use Tax, Property Tax, Tax Law, Tax Research, US Tax, Corporate Tax, Tax Accounting, Due Diligence, CPA, International Tax, Accounting
Education
San Diego State University-California State University 1979 — 1984
BS, Accounting
Eileen Altomari's Union Bank of California Experience 1997 - 2001
Job Global Strategic Sourcing at Electronic Arts
Industry Entertainment
Experience
Electronic Arts April 2006 - Present
Visa 2001 - 2005
Union Bank of California 1997 - 2001
American Express Business Travel 1991 - 1997
Qantas 1982 - 1991
Education
New York University 1971 — 1976
B.S., Education
Music and Art High School, NYC 1968 — 1971
Academic & Fine Arts, Fine Arts
Electronic Arts April 2006 - Present
Visa 2001 - 2005
Union Bank of California 1997 - 2001
American Express Business Travel 1991 - 1997
Qantas 1982 - 1991
Education
New York University 1971 — 1976
B.S., Education
Music and Art High School, NYC 1968 — 1971
Academic & Fine Arts, Fine Arts
Denise Lajoie's Union Bank of California Experience 2004 - November 2008
Job Retirement Plan Services/Horticulture and Landscape Design
Industry Financial Services
Experience
Valtoria Insurance & Financial Services, Inc. January 2011 - November 2011
Union Bank of California 2004 - November 2008
CNA Trust 1991 - 2004
Skills
Customer Relations, Employee Benefits, Retirement, Problem Solving, Valuation, Employee..., Mutual Funds, Customer Service, 401k, Retirement Planning, Pensions
Education
University of California, Los Angeles 1984 — 1987
BA, Economics
Saddleback College
Certificate, Horticulture and Landscape Design
Valtoria Insurance & Financial Services, Inc. January 2011 - November 2011
Union Bank of California 2004 - November 2008
CNA Trust 1991 - 2004
Skills
Customer Relations, Employee Benefits, Retirement, Problem Solving, Valuation, Employee..., Mutual Funds, Customer Service, 401k, Retirement Planning, Pensions
Education
University of California, Los Angeles 1984 — 1987
BA, Economics
Saddleback College
Certificate, Horticulture and Landscape Design
Nathalie Gill's Union Bank of California Experience September 2001 - November 2009
Job Executive Assistant to the VP of Sales Taylor Guitars
Industry Music
Experience
Taylor Guitars December 2013 - Present
Squar Milner August 2012 - December 2013
Banana Republic July 2010 - July 2012
Union Bank of California September 2001 - November 2009
Skills
Banking, Marketing, Loans, Recruiting, College Recruiting, Talent Acquisition, Screening Resumes, Qualifying Candidates, Candidate Generation, Executive..., Executive Support, Boolean Searching, Project Management, Event Planning, Financial Analysis, Data Analysis, HRIS, Performance Reporting, HRIS Database Management, Reporting & Analysis, Financial Reporting, Marketing Strategy, Risk Management, Small Business Lending, Retail Banking, Retirement Planning, Social Media, Loan Origination, Credit, Credit Analysis, Treasury Management, Consumer Lending, Retirement, Lines Of Credit, Wealth Management, New Business Development, Management, Microsoft Office, Outlook, Microsoft Excel, Portfolio Management
Education
St. Mary's College of California 1999 — 2004
B.A., Political Science
Taylor Guitars December 2013 - Present
Squar Milner August 2012 - December 2013
Banana Republic July 2010 - July 2012
Union Bank of California September 2001 - November 2009
Skills
Banking, Marketing, Loans, Recruiting, College Recruiting, Talent Acquisition, Screening Resumes, Qualifying Candidates, Candidate Generation, Executive..., Executive Support, Boolean Searching, Project Management, Event Planning, Financial Analysis, Data Analysis, HRIS, Performance Reporting, HRIS Database Management, Reporting & Analysis, Financial Reporting, Marketing Strategy, Risk Management, Small Business Lending, Retail Banking, Retirement Planning, Social Media, Loan Origination, Credit, Credit Analysis, Treasury Management, Consumer Lending, Retirement, Lines Of Credit, Wealth Management, New Business Development, Management, Microsoft Office, Outlook, Microsoft Excel, Portfolio Management
Education
St. Mary's College of California 1999 — 2004
B.A., Political Science
Todd Smithpeter, AIF®'s Union Bank of California Experience 2000 - 2006
Job Director, Retirement Plan Consulting at Cedar Mountain Advisors
Industry Investment Management
Experience
Cedar Mountain Advisors, LLC. June 2010 - Present
The Standard July 2007 - June 2010
MasterPlan Advisors - Dougherty Petroff & Associates March 2006 - July 2007
Union Bank of California 2000 - 2006
Copper Mountain Trust June 1995 - January 2000
Crabbe Huson January 1993 - June 1995
Skills
Retirement Planning, Investment Advisory, Asset Management, Pensions
Education
Oregon State University 1988 — 1992
Bachelor of Science (BS) Finance, Minor, Economics
Cedar Mountain Advisors, LLC. June 2010 - Present
The Standard July 2007 - June 2010
MasterPlan Advisors - Dougherty Petroff & Associates March 2006 - July 2007
Union Bank of California 2000 - 2006
Copper Mountain Trust June 1995 - January 2000
Crabbe Huson January 1993 - June 1995
Skills
Retirement Planning, Investment Advisory, Asset Management, Pensions
Education
Oregon State University 1988 — 1992
Bachelor of Science (BS) Finance, Minor, Economics
Louis Andrade's Union Bank of California Experience 1989 - 2001
Job Retired
Industry Banking
Experience
Mechanics Bank May 2002 - June 2010
IFSA 1988 - 2004
IFSA 1988 - 2004
Union Bank of California 1989 - 2001
Crocker National Bank 1983 - 1985
The Bank of California, N.A. 1978 - 1983
Skills
Compliance, Banking, Risk Management, Strategic Planning, Product Development, International Trade, Problem Solving, Microsoft Office, Trade Finance, Operations Management, Letters Of Credit, Policy, Product Management, Risk, Coaching, Budgeting, Team Building, Financial Risk, Letters of Credit, Budgets, Commercial Banking, Commercial Lending, Credit Analysis, Credit, Credit Risk
Education
Saint Mary's College of California 1969 — 1973
BA, Economics
Mechanics Bank May 2002 - June 2010
IFSA 1988 - 2004
IFSA 1988 - 2004
Union Bank of California 1989 - 2001
Crocker National Bank 1983 - 1985
The Bank of California, N.A. 1978 - 1983
Skills
Compliance, Banking, Risk Management, Strategic Planning, Product Development, International Trade, Problem Solving, Microsoft Office, Trade Finance, Operations Management, Letters Of Credit, Policy, Product Management, Risk, Coaching, Budgeting, Team Building, Financial Risk, Letters of Credit, Budgets, Commercial Banking, Commercial Lending, Credit Analysis, Credit, Credit Risk
Education
Saint Mary's College of California 1969 — 1973
BA, Economics
Josie Lee's Union Bank of California Experience August 2008 - July 2011
Job Associate Financial Analyst at Sharp HealthCare
Industry Accounting
Experience
Sharp HealthCare July 2011 - Present
Union Bank of California August 2008 - July 2011
Union Fidelity Mortgage August 2005 - January 2008
Skills
Banking, Financial Analysis, Financial Reporting, Loans, Microsoft Excel, PowerPoint, Microsoft Office, Leadership, Customer Service, Analytics, Strategic Planning, Business Development, Real Estate, Team Leadership, Project Management, Business Intelligence, Financial Services
Education
San Diego State University-California State University 2010 — 2011
Business Administration
Southwestern College
Associate of Arts (A.A.), Business Administration and Management, General
Sharp HealthCare July 2011 - Present
Union Bank of California August 2008 - July 2011
Union Fidelity Mortgage August 2005 - January 2008
Skills
Banking, Financial Analysis, Financial Reporting, Loans, Microsoft Excel, PowerPoint, Microsoft Office, Leadership, Customer Service, Analytics, Strategic Planning, Business Development, Real Estate, Team Leadership, Project Management, Business Intelligence, Financial Services
Education
San Diego State University-California State University 2010 — 2011
Business Administration
Southwestern College
Associate of Arts (A.A.), Business Administration and Management, General
April Lidot's Union Bank of California Experience November 2005 - August 2006
Job Private Banker, Vice President at Union Bank
Industry Banking
Experience
Union Bank August 2013 - Present
Union Bank October 2007 - August 2013
Woods Real Estate Services January 2007 - December 2007
Union Bank of California November 2005 - August 2006
Union Bank of California January 2005 - November 2005
Union Bank of California November 2002 - December 2004
Union Bank of California January 2002 - November 2002
Union Bank of California March 2001 - December 2001
Skills
research & planning, Communication, Interpersonal Skill, Cross-functional Team..., Sales Management, Operational Risk..., Management, Commercial Lending, Credit, Loans, Change Management, Banking, Small Business Lending, Project Planning, Credit Analysis, Investments, Portfolio Management
Education
San Diego State University-California State University 1998 — 2001
B.A., Psychology & Business
Union Bank August 2013 - Present
Union Bank October 2007 - August 2013
Woods Real Estate Services January 2007 - December 2007
Union Bank of California November 2005 - August 2006
Union Bank of California January 2005 - November 2005
Union Bank of California November 2002 - December 2004
Union Bank of California January 2002 - November 2002
Union Bank of California March 2001 - December 2001
Skills
research & planning, Communication, Interpersonal Skill, Cross-functional Team..., Sales Management, Operational Risk..., Management, Commercial Lending, Credit, Loans, Change Management, Banking, Small Business Lending, Project Planning, Credit Analysis, Investments, Portfolio Management
Education
San Diego State University-California State University 1998 — 2001
B.A., Psychology & Business
Al Lyles's Union Bank of California Experience 1997 - 2007
Job Project Manager at Bank of America
Industry Banking
Experience
Bank of America September 2012 - March 2014
Farmers Insurance July 2011 - July 2012
Union Bank of California 1997 - 2007
Skills
Data Analysis, Visio, Risk Management, Operational Risk..., Project Management, Business Analysis, Analysis, Access, Business Objects, Requirements Gathering, Business Process..., MS Project, Software Documentation, Data Management, Software Development
Education
Mt. San Antonio College 1989 — 1991
No, Biology
Bank of America September 2012 - March 2014
Farmers Insurance July 2011 - July 2012
Union Bank of California 1997 - 2007
Skills
Data Analysis, Visio, Risk Management, Operational Risk..., Project Management, Business Analysis, Analysis, Access, Business Objects, Requirements Gathering, Business Process..., MS Project, Software Documentation, Data Management, Software Development
Education
Mt. San Antonio College 1989 — 1991
No, Biology
Ken Krown's Union Bank of California Experience October 1996 - March 2000
Job Experienced Banking Attorney
Industry Banking
Experience
M/K Compliance Consulting January 2005 - December 2006
Countrywide November 2002 - June 2004
California National Bank April 2000 - October 2002
Union Bank of California October 1996 - March 2000
First Interstate Bancorp June 1987 - June 1996
First Interstate Bank 1987 - 1996
KB Home June 1985 - June 1987
Education
Pepperdine University School of Law 1981 — 1984
J.D., Law
University of California, San Diego 1977 — 1981
B.A., Political Science, Visual Arts
M/K Compliance Consulting January 2005 - December 2006
Countrywide November 2002 - June 2004
California National Bank April 2000 - October 2002
Union Bank of California October 1996 - March 2000
First Interstate Bancorp June 1987 - June 1996
First Interstate Bank 1987 - 1996
KB Home June 1985 - June 1987
Education
Pepperdine University School of Law 1981 — 1984
J.D., Law
University of California, San Diego 1977 — 1981
B.A., Political Science, Visual Arts
Maria Martuscelli, CAMS's Union Bank of California Experience January 1990 - June 2006
Job Assistant Treasurer & Senior Investigator at Bank Leumi
Industry Banking
Experience
Bank Leumi 2010 - Present
Washington Mutual August 2008 - November 2008
American Express January 2008 - July 2008
Israel Discount Bank July 2006 - January 2008
Union Bank of California January 1990 - June 2006
Education
Pace University
Bank Leumi 2010 - Present
Washington Mutual August 2008 - November 2008
American Express January 2008 - July 2008
Israel Discount Bank July 2006 - January 2008
Union Bank of California January 1990 - June 2006
Education
Pace University
Barbi Sweeney's Union Bank of California Experience September 2001 - June 2007
Job Director, Recruiting at Pacific Gas and Electric Company
Industry Human Resources
Experience
Pacific Gas and Electric Company March 2012 - Present
PG&E March 2011 - March 2012
AAA NCNU June 2010 - March 2011
AAA NCNU July 2009 - June 2010
Sweeney and Sweeney Co. June 2007 - July 2009
Union Bank of California September 2001 - June 2007
Union Bank of California February 1999 - September 2001
Adecco September 1998 - February 1999
Adecco Employment Services September 1994 - September 1998
Skills
Recruiting, Talent Acquisition
Education
Saint Mary's College of California 1987 — 1991
BA, Communications
Pacific Gas and Electric Company March 2012 - Present
PG&E March 2011 - March 2012
AAA NCNU June 2010 - March 2011
AAA NCNU July 2009 - June 2010
Sweeney and Sweeney Co. June 2007 - July 2009
Union Bank of California September 2001 - June 2007
Union Bank of California February 1999 - September 2001
Adecco September 1998 - February 1999
Adecco Employment Services September 1994 - September 1998
Skills
Recruiting, Talent Acquisition
Education
Saint Mary's College of California 1987 — 1991
BA, Communications
Alexis Clingerman's Union Bank of California Experience January 2001 - January 2004
Job Home Loan Specialist at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage July 2012 - Present
Movement Mortgage, LLC January 2014 - July 2014
Wells Fargo Bank September 2007 - June 2010
Wells Fargo Bank March 2004 - September 2007
Union Bank of California January 2001 - January 2004
Union Bank January 1999 - January 2001
Union Bank January 1998 - January 1999
Skills
Job Coaching, Situational Leadership, Leadership Development, Communication, Direct Sales, Strategic Planning, Problem Solving, Financial Analysis, Management, Risk Management, Customer Service, Training, Banking, Home Equity Loans, Deposits, Relationship Management, Loans, Credit, FHA, Refinance, Leadership, Sales, Finance, Commercial Banking, Cross Selling, Consumer Lending, Credit Analysis, Financial Services, VA Loans, Retail Banking, Investments
Education
Saddleback College 1998 — 2000
Business, General
Dana Hills High School 1996 — 1998
General, General Studies
Wells Fargo Home Mortgage July 2012 - Present
Movement Mortgage, LLC January 2014 - July 2014
Wells Fargo Bank September 2007 - June 2010
Wells Fargo Bank March 2004 - September 2007
Union Bank of California January 2001 - January 2004
Union Bank January 1999 - January 2001
Union Bank January 1998 - January 1999
Skills
Job Coaching, Situational Leadership, Leadership Development, Communication, Direct Sales, Strategic Planning, Problem Solving, Financial Analysis, Management, Risk Management, Customer Service, Training, Banking, Home Equity Loans, Deposits, Relationship Management, Loans, Credit, FHA, Refinance, Leadership, Sales, Finance, Commercial Banking, Cross Selling, Consumer Lending, Credit Analysis, Financial Services, VA Loans, Retail Banking, Investments
Education
Saddleback College 1998 — 2000
Business, General
Dana Hills High School 1996 — 1998
General, General Studies
Debra Gillespie's Union Bank of California Experience February 1994 - December 2007
Job Transaction Processer at US Bank
Industry Wholesale
Experience
US Bank June 2012 - Present
American Red Cross October 2010 - June 2011
US Bank August 2010 - June 2011
Mt.Hood Community College May 2010 - July 2010
Ferguson Enterprises October 2008 - November 2009
Accountemps April 2008 - September 2008
UNION BANK OF CALIFORNIA February 1994 - December 2007
WEST ONE BANK January 1993 - January 1994
Skills
Data Entry, Training, QuickBooks, Invoicing, Microsoft Excel, Customer Service, Banking, Microsoft Word, Social Networking, Microsoft Office, Accounting
Education
Mt. Hood Community College 2010 — 2010
Certificate, Office Specialist Training
University of Idaho 1977 — 1980
B.S., Plant Science
US Bank June 2012 - Present
American Red Cross October 2010 - June 2011
US Bank August 2010 - June 2011
Mt.Hood Community College May 2010 - July 2010
Ferguson Enterprises October 2008 - November 2009
Accountemps April 2008 - September 2008
UNION BANK OF CALIFORNIA February 1994 - December 2007
WEST ONE BANK January 1993 - January 1994
Skills
Data Entry, Training, QuickBooks, Invoicing, Microsoft Excel, Customer Service, Banking, Microsoft Word, Social Networking, Microsoft Office, Accounting
Education
Mt. Hood Community College 2010 — 2010
Certificate, Office Specialist Training
University of Idaho 1977 — 1980
B.S., Plant Science
Arlene Ramos's Union Bank of California Experience January 1988 - January 1996
Job Frontier Dental Care
Industry Medical Practice
Experience
Frontier Dental Care 1999 - Present
Wells Fargo Bank January 1996 - January 1999
Union Bank of California January 1988 - January 1996
Skills
Finance, Microsoft Excel, Team Leadership, Microsoft Office, Financial Analysis, Customer Service, Microsoft Word
Education
San Francisco State University, College of Business
BS Accounting, Accounting & Finance
University of Santo Tomas
Bachelor of Science, Business Administration/Management
Frontier Dental Care 1999 - Present
Wells Fargo Bank January 1996 - January 1999
Union Bank of California January 1988 - January 1996
Skills
Finance, Microsoft Excel, Team Leadership, Microsoft Office, Financial Analysis, Customer Service, Microsoft Word
Education
San Francisco State University, College of Business
BS Accounting, Accounting & Finance
University of Santo Tomas
Bachelor of Science, Business Administration/Management
Shivali Garg's Union Bank of California Experience July 1998 - November 1999
Job Financial Analyst II at UT Southwestern
Industry Research
Experience
UT Southwestern August 2009 - Present
UT Southwestern Medical Centre August 2009 - Present
UT Southwestern Medical Centre December 2005 - August 2009
Hess and Associates, Inc January 2004 - January 2007
Baylor University Medical Center February 2003 - December 2005
American Mobile Healthcare Inc April 2001 - January 2003
TeraGlobal Communication Corp February 2001 - April 2001
LifeCare Solutions, Inc December 2000 - February 2001
Union Bank of California July 1998 - November 1999
Perfect Computers April 1997 - December 1997
Education
Panjab University
Masters of Science, Accounting
Panjab University
Bachelors of Business Administration, Accounting; Financial Accounting, Managerial Accounting
Mesa Collage
UT Southwestern August 2009 - Present
UT Southwestern Medical Centre August 2009 - Present
UT Southwestern Medical Centre December 2005 - August 2009
Hess and Associates, Inc January 2004 - January 2007
Baylor University Medical Center February 2003 - December 2005
American Mobile Healthcare Inc April 2001 - January 2003
TeraGlobal Communication Corp February 2001 - April 2001
LifeCare Solutions, Inc December 2000 - February 2001
Union Bank of California July 1998 - November 1999
Perfect Computers April 1997 - December 1997
Education
Panjab University
Masters of Science, Accounting
Panjab University
Bachelors of Business Administration, Accounting; Financial Accounting, Managerial Accounting
Mesa Collage
James Paulino's Union Bank of California Experience August 1996 - October 1998
Job Quality Monitor II at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Consolidation Group - Home Equity November 1998 - Present
Wells Fargo Home Equity - Direct to Consumer August 2004 - November 2006
Wells Fargo Home Equity - Regional Bank February 2002 - June 2004
Wells Fargo Home Equity November 1998 - February 2002
Union Bank of California August 1996 - October 1998
Education
San Diego State University-California State University 1993 — 1997
BA, Economics
Wells Fargo Consolidation Group - Home Equity November 1998 - Present
Wells Fargo Home Equity - Direct to Consumer August 2004 - November 2006
Wells Fargo Home Equity - Regional Bank February 2002 - June 2004
Wells Fargo Home Equity November 1998 - February 2002
Union Bank of California August 1996 - October 1998
Education
San Diego State University-California State University 1993 — 1997
BA, Economics
Shivali Garg's Union Bank of California Experience July 1998 - November 1999
Job American Heart Association
Industry Nonprofit Organization Management
Experience
American Heart Association American Stroke Association July 2013 - Present
UT Southwestern Medical Center August 2010 - March 2013
UT Southwestern Medical Center December 2005 - August 2010
Baylor University Medical Center February 2003 - December 2005
American Mobile Healthcare Inc April 2001 - January 2003
TeraGlobal Communication Corp February 2001 - April 2001
LifeCare Solutions, Inc December 2000 - February 2001
Union Bank of California July 1998 - November 1999
Perfect Computers April 1997 - December 1997
Skills
Payroll, Accounts Payable, Hospitals, Healthcare, Healthcare Management, Clinical Research, Account Reconciliation, General Ledger, Accounts Receivable, Healthcare Information...
Education
Panjab University
Masters of Science, Accounting
Panjab University
Bachelors of Business Administration, Accounting; Financial Accounting, Managerial Accounting
Mesa Collage
American Heart Association American Stroke Association July 2013 - Present
UT Southwestern Medical Center August 2010 - March 2013
UT Southwestern Medical Center December 2005 - August 2010
Baylor University Medical Center February 2003 - December 2005
American Mobile Healthcare Inc April 2001 - January 2003
TeraGlobal Communication Corp February 2001 - April 2001
LifeCare Solutions, Inc December 2000 - February 2001
Union Bank of California July 1998 - November 1999
Perfect Computers April 1997 - December 1997
Skills
Payroll, Accounts Payable, Hospitals, Healthcare, Healthcare Management, Clinical Research, Account Reconciliation, General Ledger, Accounts Receivable, Healthcare Information...
Education
Panjab University
Masters of Science, Accounting
Panjab University
Bachelors of Business Administration, Accounting; Financial Accounting, Managerial Accounting
Mesa Collage
Deborah Marie O'Neal's Union Bank of California Experience January 1995 - January 1999
Job VP Branch Manager at Comerica Bank
Industry Banking
Experience
Comerica Bank April 2007 - Present
Comerica Bank April 2007 - April 2012
Comerica Bank April 2007 - April 2012
First Republic Bank September 2004 - November 2006
California Bank & Trust January 1999 - January 2004
Union Bank Of California January 1995 - January 1999
Security Pacific Bank January 1989 - January 1995
Chase Manhattan Financial Services, Division of Chase Manhattan Bank January 1983 - January 1989
Skills
Extremely motivated !, to achieve all goals..., Social Networking, Highly Dedicated, Job Coaching
Education
Goldenwest College
General Business Studies
Orange Coast College
General Business Studies
Comerica Bank April 2007 - Present
Comerica Bank April 2007 - April 2012
Comerica Bank April 2007 - April 2012
First Republic Bank September 2004 - November 2006
California Bank & Trust January 1999 - January 2004
Union Bank Of California January 1995 - January 1999
Security Pacific Bank January 1989 - January 1995
Chase Manhattan Financial Services, Division of Chase Manhattan Bank January 1983 - January 1989
Skills
Extremely motivated !, to achieve all goals..., Social Networking, Highly Dedicated, Job Coaching
Education
Goldenwest College
General Business Studies
Orange Coast College
General Business Studies