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)
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Union Bank of California Employees
Employee
Years
Job
Industry
Jeffrey Korte Jeffrey Korte's Union Bank of California Experience October 1998 - November 1999
Job Director of Community Institution & Associations at FSISAC
Industry Financial Services
Experience
FS-ISAC September 2014 - Present
FS-ISAC 2015 - 2015
FS-ISAC 2015 - 2015
Oregon Bankers Association, Financial Institution Security Taskforce May 2013 - September 2014
Columbia Bank March 2013 - September 2014
West Coast Bank / Columbia Bank April 2004 - September 2014
West Coast Bank January 2005 - July 2012
West Coast Bank January 2005 - January 2011
FirstConsumers National Bank October 2000 - August 2003
Union Bank of California October 1998 - November 1999
Skills
Data Loss Prevention, Loss Prevention, Criminal Investigations, Information Security..., Physical Security, Vendor Management, Executive Protection, Social Engineering, Visio, Microsoft Word, Microsoft Excel, Project Management, PowerPoint, Credit, Fraud, Private Investigations, Internal Investigations, Security Management, Policy Writing, Public Speaking, Risk Assessment, Leadership, Banking, Program Management, Security Awareness, Security, Budgets, Security Policy, Risk Management, Shared Services, Loss Mitigation, Case Management, Security Awareness..., Vulnerable Adults, Credit & Debit Card..., Retail Loss Prevention..., Wicklander-Zulawski..., Mortgage Fraud, Online Fraud, Corporate Fraud, Instructor-led Training, Internal Theft..., Budget, Training, Information Security, Corporate Security, Financial Risk, Policy, Operational Risk..., Management
Education
San Jose State University 1999 — 1999
Fraud & Forgery Investigations
Wicklander / Zulawski & Associates 1996 — 1996
Interrogation and Interview Techniques
FS-ISAC September 2014 - Present
FS-ISAC 2015 - 2015
FS-ISAC 2015 - 2015
Oregon Bankers Association, Financial Institution Security Taskforce May 2013 - September 2014
Columbia Bank March 2013 - September 2014
West Coast Bank / Columbia Bank April 2004 - September 2014
West Coast Bank January 2005 - July 2012
West Coast Bank January 2005 - January 2011
FirstConsumers National Bank October 2000 - August 2003
Union Bank of California October 1998 - November 1999
Skills
Data Loss Prevention, Loss Prevention, Criminal Investigations, Information Security..., Physical Security, Vendor Management, Executive Protection, Social Engineering, Visio, Microsoft Word, Microsoft Excel, Project Management, PowerPoint, Credit, Fraud, Private Investigations, Internal Investigations, Security Management, Policy Writing, Public Speaking, Risk Assessment, Leadership, Banking, Program Management, Security Awareness, Security, Budgets, Security Policy, Risk Management, Shared Services, Loss Mitigation, Case Management, Security Awareness..., Vulnerable Adults, Credit & Debit Card..., Retail Loss Prevention..., Wicklander-Zulawski..., Mortgage Fraud, Online Fraud, Corporate Fraud, Instructor-led Training, Internal Theft..., Budget, Training, Information Security, Corporate Security, Financial Risk, Policy, Operational Risk..., Management
Education
San Jose State University 1999 — 1999
Fraud & Forgery Investigations
Wicklander / Zulawski & Associates 1996 — 1996
Interrogation and Interview Techniques
Frank Rollins Frank Rollins's Union Bank of California Experience January 1992 - December 1999
Job Vice President/COO at Chambers & Chambers Wine Merchants
Industry Wine and Spirits
Experience
Chambers & Chambers Wine Merchants December 1999 - Present
Union Bank of California January 1992 - December 1999
The Pacific Bank April 1985 - December 1992
Well Fargo Bank 1982 - 1985
Education
University of Washington 1998 — 1999
PCBS, Finance/Bank Simulation/Advanced Modeling
San Francisco State University
Bachelor of Science (BS), Business Administration and Management
Golden Gate University
Accounting/Finance
Chambers & Chambers Wine Merchants December 1999 - Present
Union Bank of California January 1992 - December 1999
The Pacific Bank April 1985 - December 1992
Well Fargo Bank 1982 - 1985
Education
University of Washington 1998 — 1999
PCBS, Finance/Bank Simulation/Advanced Modeling
San Francisco State University
Bachelor of Science (BS), Business Administration and Management
Golden Gate University
Accounting/Finance
Matthew Woebcke Matthew Woebcke's Union Bank of California Experience March 2007 - September 2007
Job Top Producing Realtor at Climb Real Estate Group
Industry Real Estate
Experience
Climb Real Estate Group January 2011 - Present
Pacific Marketing Associates June 2009 - January 2011
THE MARK COMPANY January 2008 - June 2009
UNION BANK OF CALIFORNIA March 2007 - September 2007
Citigroup March 2005 - January 2007
Skills
Condos, Real Estate, Sellers, Short Sales, Investment Properties, First Time Home Buyers, Sales, New Home Sales, Listings, Referrals, Selling, Marketing, Salesforce.com, Training, Single Family Homes, Customer Service, New Business Development, Relocation, Investors, Cold Calling, Marketing Strategy, Luxury, Residential Homes, Buyer Representation, REO, Investments, CRM, Foreclosures, Real Estate Transactions, Sales Process, Negotiation, Real Property, Property Management, Townhomes, Real Estate Development, Relocation Buyers, Move Up Buyers, Contract Negotiation, Rentals, Real Estate Economics, Seller Representation, Home Staging
Education
San Francisco State University 2000 — 2002
Bachelor of Arts, Organizational Communication
San Francisco State University 2000 — 2002
Bachelor of Arts, Organizational Communication; advertising and marketing focus
Climb Real Estate Group January 2011 - Present
Pacific Marketing Associates June 2009 - January 2011
THE MARK COMPANY January 2008 - June 2009
UNION BANK OF CALIFORNIA March 2007 - September 2007
Citigroup March 2005 - January 2007
Skills
Condos, Real Estate, Sellers, Short Sales, Investment Properties, First Time Home Buyers, Sales, New Home Sales, Listings, Referrals, Selling, Marketing, Salesforce.com, Training, Single Family Homes, Customer Service, New Business Development, Relocation, Investors, Cold Calling, Marketing Strategy, Luxury, Residential Homes, Buyer Representation, REO, Investments, CRM, Foreclosures, Real Estate Transactions, Sales Process, Negotiation, Real Property, Property Management, Townhomes, Real Estate Development, Relocation Buyers, Move Up Buyers, Contract Negotiation, Rentals, Real Estate Economics, Seller Representation, Home Staging
Education
San Francisco State University 2000 — 2002
Bachelor of Arts, Organizational Communication
San Francisco State University 2000 — 2002
Bachelor of Arts, Organizational Communication; advertising and marketing focus
Michele Coughlin Michele Coughlin's Union Bank of California Experience 1998 - 2000
Job California Hospital Association
Industry Hospital & Health Care
Experience
California Hospital Association July 2008 - Present
Liberty Tax Service 2009 - 2009
Sacramento Bee July 2006 - April 2008
Mail Tribune 2000 - 2006
Union Bank of California 1998 - 2000
Union Bank of California 1996 - 1998
The Cuisine Group 1994 - 1995
Skills
Event Planning, Marketing, Social Media, Editing, Marketing Communications, Email Marketing, Social Media Marketing, Customer Service, Microsoft Office, Online Advertising, Copy Editing, Advertising, Microsoft Excel, Marketing Strategy, Microsoft Word, Newsletters, Direct Mail, Social Networking, Newspaper, Database Marketing, Database Administration, Survey Research, Statistical Data..., Executive Support, Sales Support Tools, Reports, Photoshop, AS400 system, Process Automation, Client Relations Skills, Data Mapping, Data Profiling, Publishing, Newspapers
Education
Strayer University 2005 — 2007
Business Administration
San Joaquin Delta College 1993 — 1994
Liberal Studies
California Hospital Association July 2008 - Present
Liberty Tax Service 2009 - 2009
Sacramento Bee July 2006 - April 2008
Mail Tribune 2000 - 2006
Union Bank of California 1998 - 2000
Union Bank of California 1996 - 1998
The Cuisine Group 1994 - 1995
Skills
Event Planning, Marketing, Social Media, Editing, Marketing Communications, Email Marketing, Social Media Marketing, Customer Service, Microsoft Office, Online Advertising, Copy Editing, Advertising, Microsoft Excel, Marketing Strategy, Microsoft Word, Newsletters, Direct Mail, Social Networking, Newspaper, Database Marketing, Database Administration, Survey Research, Statistical Data..., Executive Support, Sales Support Tools, Reports, Photoshop, AS400 system, Process Automation, Client Relations Skills, Data Mapping, Data Profiling, Publishing, Newspapers
Education
Strayer University 2005 — 2007
Business Administration
San Joaquin Delta College 1993 — 1994
Liberal Studies
Shannell Pringle Shannell Pringle's Union Bank of California Experience September 2003 - November 2005
Job Personal Banker
Industry Banking
Experience
Wells Fargo November 2005 - Present
Wells Fargo November 2005 - August 2011
Wells Fargo Bank November 2005 - August 2011
Union Bank of California September 2003 - November 2005
Bank of America November 2001 - September 2003
Skills
Customer Service, Sales, Entrepreneurship, Lines Of Credit, Loans, Banking, Credit Cards, Credit, Mortgage Lending, Risk Management
Education
San Francisco State University
San Francisco State University
Skyline Senior High School
High School Diploma
Wells Fargo November 2005 - Present
Wells Fargo November 2005 - August 2011
Wells Fargo Bank November 2005 - August 2011
Union Bank of California September 2003 - November 2005
Bank of America November 2001 - September 2003
Skills
Customer Service, Sales, Entrepreneurship, Lines Of Credit, Loans, Banking, Credit Cards, Credit, Mortgage Lending, Risk Management
Education
San Francisco State University
San Francisco State University
Skyline Senior High School
High School Diploma
Cecilia Swiney Cecilia Swiney's Union Bank of California Experience 2000 - 2004
Job Business Development at Rogan Building Services
Industry Facilities Services
Experience
Rogan Building Services June 2006 - Present
Co-Op Network 2004 - May 2006
Union Bank of California 2000 - 2004
AT&T/Lucent/Avaya 1989 - 2000
Skills
Customer Service, Operations Management, Account Management, Training, Telecommunications, New Business Development, Business Development, Sales Management, Contract Negotiation, Strategic Planning, Team Building, Negotiation, Leadership, Sales, Budgets
Education
Santa Clara University 1973 — 1977
Sociology
Morse High School 1970 — 1973
Rogan Building Services June 2006 - Present
Co-Op Network 2004 - May 2006
Union Bank of California 2000 - 2004
AT&T/Lucent/Avaya 1989 - 2000
Skills
Customer Service, Operations Management, Account Management, Training, Telecommunications, New Business Development, Business Development, Sales Management, Contract Negotiation, Strategic Planning, Team Building, Negotiation, Leadership, Sales, Budgets
Education
Santa Clara University 1973 — 1977
Sociology
Morse High School 1970 — 1973
John Stipanov John Stipanov's Union Bank of California Experience 1988 - 1992
Job Senior Vice President at Preferred Bank
Industry Banking
Experience
Preferred Bank March 2013 - Present
East West Bank October 2006 - March 2013
Cal National Bank 2003 - 2006
US Bank 2001 - 2003
Tokai Bank of California 1994 - 2001
Profiles in History 1992 - 1994
Union Bank of California 1988 - 1992
Bank of America 1985 - 1988
Skills
Commercial Lending, Asset Based Lending, Small Business Lending, Credit, Commercial Banking, Loans, Underwriting, Commercial Mortgages, Lines Of Credit, Credit Analysis, Portfolio Management, Banking, Middle Market, Mortgage Lending, Loan Origination, Cash Management, Construction Loans, Treasury Management, Real Estate Financing, Cash Flow Lending, Asset Management, Commercial Real Estate, Risk Management
Education
University of Southern California - Marshall School of Business 1998 — 2000
Master of Business Administration (M.B.A.)
University of California, Los Angeles 1981 — 1985
BA, History
University of California, Berkeley 1980 — 1981
Physics
Preferred Bank March 2013 - Present
East West Bank October 2006 - March 2013
Cal National Bank 2003 - 2006
US Bank 2001 - 2003
Tokai Bank of California 1994 - 2001
Profiles in History 1992 - 1994
Union Bank of California 1988 - 1992
Bank of America 1985 - 1988
Skills
Commercial Lending, Asset Based Lending, Small Business Lending, Credit, Commercial Banking, Loans, Underwriting, Commercial Mortgages, Lines Of Credit, Credit Analysis, Portfolio Management, Banking, Middle Market, Mortgage Lending, Loan Origination, Cash Management, Construction Loans, Treasury Management, Real Estate Financing, Cash Flow Lending, Asset Management, Commercial Real Estate, Risk Management
Education
University of Southern California - Marshall School of Business 1998 — 2000
Master of Business Administration (M.B.A.)
University of California, Los Angeles 1981 — 1985
BA, History
University of California, Berkeley 1980 — 1981
Physics
Denise Julieanne Collins Denise Julieanne Collins's Union Bank of California Experience September 2007 - February 2008
Job Senior Manager, Vendor Relationship Management at Charles Schwab Bank
Industry Banking
Experience
Charles Schwab Bank January 2011 - Present
BlackRock February 2009 - June 2010
Washington Mutual Card Services March 2008 - January 2009
Union Bank of California September 2007 - February 2008
Monogram Systems October 2004 - September 2007
Law Office of Emmer and Snowden November 2003 - August 2004
San Diego District Attorney's Office November 2000 - December 2001
Skills
Business Analysis, Consulting, Contract Negotiation, Customer Service, Intellectual Property, Management, Marketing, Process Improvement, Project Management, Purchasing, Risk Management, Sourcing, Strategic Sourcing, Strategy, Vendor Management, Leadership, Program Management, CRM
Education
Southwestern University School of Law 1995 — 1998
Juris Doctor
University of San Francisco 1986 — 1990
Bachelor of Fine Arts
Charles Schwab Bank January 2011 - Present
BlackRock February 2009 - June 2010
Washington Mutual Card Services March 2008 - January 2009
Union Bank of California September 2007 - February 2008
Monogram Systems October 2004 - September 2007
Law Office of Emmer and Snowden November 2003 - August 2004
San Diego District Attorney's Office November 2000 - December 2001
Skills
Business Analysis, Consulting, Contract Negotiation, Customer Service, Intellectual Property, Management, Marketing, Process Improvement, Project Management, Purchasing, Risk Management, Sourcing, Strategic Sourcing, Strategy, Vendor Management, Leadership, Program Management, CRM
Education
Southwestern University School of Law 1995 — 1998
Juris Doctor
University of San Francisco 1986 — 1990
Bachelor of Fine Arts
Matt Zubyk Matt Zubyk's Union Bank of California Experience June 2008 - July 2008
Job Investment Banking Analyst at Hammond Hanlon Camp LLC
Industry Hospital & Health Care
Experience
Hammond Hanlon Camp LLC April 2014 - Present
Triage Consulting Group August 2012 - April 2014
Dodge & Cox Funds June 2011 - September 2011
SSE Marketing June 2010 - September 2010
Nicol Investments L.L.C June 2009 - September 2009
Union Bank of California June 2008 - July 2008
Relational Investors L.L.C May 2008 - June 2008
Skills
Analytics, Microsoft Excel, Research, Economics, Marketing, Spanish
Education
Stanford University 2008 — 2012
Studied History and Economics
Hammond Hanlon Camp LLC April 2014 - Present
Triage Consulting Group August 2012 - April 2014
Dodge & Cox Funds June 2011 - September 2011
SSE Marketing June 2010 - September 2010
Nicol Investments L.L.C June 2009 - September 2009
Union Bank of California June 2008 - July 2008
Relational Investors L.L.C May 2008 - June 2008
Skills
Analytics, Microsoft Excel, Research, Economics, Marketing, Spanish
Education
Stanford University 2008 — 2012
Studied History and Economics
Melanie Sisoyev Melanie Sisoyev's Union Bank of California Experience May 2008 - November 2008
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock August 2010 - Present
Wells Fargo July 2009 - August 2010
Union Bank of California May 2008 - November 2008
Skills
Bloomberg, Equities, Fixed Income, Financial Modeling, Valuation, Hedge Funds, Capital Markets, Derivatives, Investment Banking, Equity Research, Portfolio Management, Investments, Asset Management, Alternative Investments, Financial Analysis
Education
San Francisco State University 2005 — 2008
Finance, Finance, General
BlackRock August 2010 - Present
Wells Fargo July 2009 - August 2010
Union Bank of California May 2008 - November 2008
Skills
Bloomberg, Equities, Fixed Income, Financial Modeling, Valuation, Hedge Funds, Capital Markets, Derivatives, Investment Banking, Equity Research, Portfolio Management, Investments, Asset Management, Alternative Investments, Financial Analysis
Education
San Francisco State University 2005 — 2008
Finance, Finance, General
Mollie Means Mollie Means's Union Bank of California Experience 1981 - 1988
Job SVP at CBRE
Industry Financial Services
Experience
CBRE - Capital Markets July 2015 - Present
Investco Financial Corporation October 2002 - March 2014
Bank of America Community Development Bank July 1994 - May 2000
Martin Luther King Housing Development Assoication 1991 - 1994
Investco Financial Corporation 1988 - 1991
Union Bank of California 1981 - 1988
Skills
Finance, Investments, Management, Strategic Planning, Leadership, Loans, Financial Analysis, Due Diligence, Marketing, Real Estate, Accounting, Financial Reporting, Affordable Housing
Education
University of Washington 1996 — 1996
Fundraising Management Certificate
Stanford University 1977 — 1981
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
CBRE - Capital Markets July 2015 - Present
Investco Financial Corporation October 2002 - March 2014
Bank of America Community Development Bank July 1994 - May 2000
Martin Luther King Housing Development Assoication 1991 - 1994
Investco Financial Corporation 1988 - 1991
Union Bank of California 1981 - 1988
Skills
Finance, Investments, Management, Strategic Planning, Leadership, Loans, Financial Analysis, Due Diligence, Marketing, Real Estate, Accounting, Financial Reporting, Affordable Housing
Education
University of Washington 1996 — 1996
Fundraising Management Certificate
Stanford University 1977 — 1981
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Joseph Asaro Joseph Asaro's Union Bank of California Experience July 2008 - February 2010
Job Director, Trust and Safety at StubHub, Coowner: Charles Gracie Jiu Jitsu School, Pacifica, CA
Industry Financial Services
Experience
StubHub December 2014 - Present
Visa May 2014 - December 2014
Visa September 2011 - May 2014
GE Capital April 2010 - October 2011
Union Bank of California July 2008 - February 2010
Bank of America January 2001 - June 2008
ATT UCS 1994 - 2001
United States Marine Corps 1986 - 1991
Skills
Fraud, Risk, Investigations, Payments, Mergers, Analytics, Payment Card Processing, Mortgage Fraud, Cybercrime, Network Security, Mediation, Private Investigations, Risk Management, Financial Risk, Leadership, Debit Cards, Credit, Fraud Detection, Financial Services, Mergers & Acquisitions, Credit Cards, Payment Systems, Banking, Credit Risk, Strategy, Cards, Operational Risk..., Operational Risk, Enterprise Risk..., Investigation
Education
Syracuse University 1991 — 1994
Bachelor’s Degree, Economic Crime Investigation
StubHub December 2014 - Present
Visa May 2014 - December 2014
Visa September 2011 - May 2014
GE Capital April 2010 - October 2011
Union Bank of California July 2008 - February 2010
Bank of America January 2001 - June 2008
ATT UCS 1994 - 2001
United States Marine Corps 1986 - 1991
Skills
Fraud, Risk, Investigations, Payments, Mergers, Analytics, Payment Card Processing, Mortgage Fraud, Cybercrime, Network Security, Mediation, Private Investigations, Risk Management, Financial Risk, Leadership, Debit Cards, Credit, Fraud Detection, Financial Services, Mergers & Acquisitions, Credit Cards, Payment Systems, Banking, Credit Risk, Strategy, Cards, Operational Risk..., Operational Risk, Enterprise Risk..., Investigation
Education
Syracuse University 1991 — 1994
Bachelor’s Degree, Economic Crime Investigation
Daniel Granville Daniel Granville's Union Bank of California Experience July 2005 - September 2008
Job Vice President, Lead Software Engineer at Union Bank
Industry Banking
Experience
MUFG Americas October 2012 - November 2014
Union Bank April 2011 - October 2012
Union Bank November 2009 - April 2011
Union Bank of California July 2005 - September 2008
Union Bank of California October 2002 - April 2004
Carsdirect.com November 1999 - August 2002
University of California, Berkeley November 1998 - October 1999
Skills
Enterprise Architecture, Enterprise Software, Solaris, Websphere, Software Project..., Software Development, Risk Management, SharePoint
Education
University of California, Berkeley 1994 — 1998
MUFG Americas October 2012 - November 2014
Union Bank April 2011 - October 2012
Union Bank November 2009 - April 2011
Union Bank of California July 2005 - September 2008
Union Bank of California October 2002 - April 2004
Carsdirect.com November 1999 - August 2002
University of California, Berkeley November 1998 - October 1999
Skills
Enterprise Architecture, Enterprise Software, Solaris, Websphere, Software Project..., Software Development, Risk Management, SharePoint
Education
University of California, Berkeley 1994 — 1998
Ana Gagnon Ana Gagnon's Union Bank of California Experience June 2008 - November 2012
Job Portfolio Monitoring Analyst at U.S. Bank
Industry Banking
Experience
U.S. Bank November 2014 - Present
OneWest Bank November 2012 - October 2014
Union Bank of California June 2008 - November 2012
Nationwide Funding, LLC July 2004 - December 2007
Skills
Credit Analysis, Financial Reporting, Customer Service, Commercial Lending, Small Business Lending, Financial Analysis, Loan Servicing, Financial Risk, Underwriting, Loans, Finance, Banking, Portfolio Management, Credit, Credit Risk, Commercial Banking
Education
Westwood College 2004 — 2007
B.S., Business Adm./ Accounting
Santa Ana College 2000 — 2004
AA, Business Administration
U.S. Bank November 2014 - Present
OneWest Bank November 2012 - October 2014
Union Bank of California June 2008 - November 2012
Nationwide Funding, LLC July 2004 - December 2007
Skills
Credit Analysis, Financial Reporting, Customer Service, Commercial Lending, Small Business Lending, Financial Analysis, Loan Servicing, Financial Risk, Underwriting, Loans, Finance, Banking, Portfolio Management, Credit, Credit Risk, Commercial Banking
Education
Westwood College 2004 — 2007
B.S., Business Adm./ Accounting
Santa Ana College 2000 — 2004
AA, Business Administration
Punit Dewani Punit Dewani's Union Bank of California Experience June 2009 - September 2009
Job Global IT Asset Management at Visa
Industry Information Services
Experience
Visa November 2012 - Present
KPMG Advisory 2010 - November 2012
Star One Credit Union June 2010 - September 2010
Union Bank of California June 2009 - September 2009
Stromag Engineers Pvt. Ltd. June 2004 - June 2005
Skills
Access, Business Analysis, CSS, Databases, Data Analysis, Documentation, E-commerce, Java, Joomla, MS Excel, MySQL, Photoshop, SEO, SQL, Visio, Web Design, Project Management, Consulting, DB2, Mainframe, Software Asset..., Software Licensing..., Compliance Testing, Business Objects, Demand Planning, Contract Negotiation, Vendor Management, Business Process..., Standards Compliance, Intellectual Property..., IT Strategy, Stocks, Enterprise Licensing, Training
Education
Stanford University 2013 — 2015
Stanford Advanced Project Management
Santa Clara University - Leavey School of Business 2008 — 2010
MSIS, Management Information Systems
University of Mumbai
Bachelor of Engineering, Electronics
Visa November 2012 - Present
KPMG Advisory 2010 - November 2012
Star One Credit Union June 2010 - September 2010
Union Bank of California June 2009 - September 2009
Stromag Engineers Pvt. Ltd. June 2004 - June 2005
Skills
Access, Business Analysis, CSS, Databases, Data Analysis, Documentation, E-commerce, Java, Joomla, MS Excel, MySQL, Photoshop, SEO, SQL, Visio, Web Design, Project Management, Consulting, DB2, Mainframe, Software Asset..., Software Licensing..., Compliance Testing, Business Objects, Demand Planning, Contract Negotiation, Vendor Management, Business Process..., Standards Compliance, Intellectual Property..., IT Strategy, Stocks, Enterprise Licensing, Training
Education
Stanford University 2013 — 2015
Stanford Advanced Project Management
Santa Clara University - Leavey School of Business 2008 — 2010
MSIS, Management Information Systems
University of Mumbai
Bachelor of Engineering, Electronics
Dustie Robeson Dustie Robeson's Union Bank of California Experience 1998 - 2000
Job Owner, Spiffy Chicks, A Professional Organizing Company: www.spiffychicks.com
Industry Design
Experience
Spiffy Chicks, a Professional Organizing Company 2007 - Present
ArcWW [formerly Novo/Semaphore Partners] 2000 - 2002
Union Bank of California 1998 - 2000
Skills
Writing, Communications Planning, Planning & Organizing..., Research, Corporate Communications, Marketing Communications
Education
University of California, Santa Barbara 1988 — 1992
B.A., Economics
San Francisco State University
Masters, English
Spiffy Chicks, a Professional Organizing Company 2007 - Present
ArcWW [formerly Novo/Semaphore Partners] 2000 - 2002
Union Bank of California 1998 - 2000
Skills
Writing, Communications Planning, Planning & Organizing..., Research, Corporate Communications, Marketing Communications
Education
University of California, Santa Barbara 1988 — 1992
B.A., Economics
San Francisco State University
Masters, English
Gwen T. Miller Gwen T. Miller's Union Bank of California Experience 1986 - 1988
Job Banking & Wealth Executive for City National Bank
Industry Banking
Experience
City National Bank December 2005 - Present
City National Bank February 1999 - December 2005
Pacific Century Bank formerly California United Bank 1996 - 1999
Mercantile National Bank 1994 - 1996
Union Bank of California formerly Bank of California 1988 - 1992
Union Bank of California 1986 - 1988
Wells Fargo Bank formerly First Interstate Bank of California 1981 - 1986
Skills
Strategic Planning, Team Building, Coaching & Mentoring, Wealth Management, Financial Services, Financial Analysis, Private Banking, Nonprofits, Risk Management, Legal Segment Strategy, Women & Finance, Client Development, Personal Financial...
Education
Scripps College 1977 — 1981
Bachelor's degree, Hispanic and Latin American Languages, Literatures, and Linguistics, General
UCLA
City National Bank December 2005 - Present
City National Bank February 1999 - December 2005
Pacific Century Bank formerly California United Bank 1996 - 1999
Mercantile National Bank 1994 - 1996
Union Bank of California formerly Bank of California 1988 - 1992
Union Bank of California 1986 - 1988
Wells Fargo Bank formerly First Interstate Bank of California 1981 - 1986
Skills
Strategic Planning, Team Building, Coaching & Mentoring, Wealth Management, Financial Services, Financial Analysis, Private Banking, Nonprofits, Risk Management, Legal Segment Strategy, Women & Finance, Client Development, Personal Financial...
Education
Scripps College 1977 — 1981
Bachelor's degree, Hispanic and Latin American Languages, Literatures, and Linguistics, General
UCLA
Jon Carter Jon Carter's Union Bank of California Experience 1999 - March 2007
Job CDO | eCommerce | Technology Strategy | Product Development | Digital Marketing
Industry Venture Capital & Private Equity
Experience
Greenbush Digital Group January 2013 - Present
MuckerLab May 2012 - Present
Musicolio.com January 2012 - Present
LivingHealthy.com February 2013 - May 2014
Dragon Global January 2013 - May 2014
Live Nation Entertainment January 2011 - January 2013
Live Nation Entertainment February 2010 - April 2011
Live Nation January 2007 - February 2010
Union Bank of California 1999 - March 2007
Skills
Customer Insight, Entertainment, Digital Media, Strategic Partnerships, Digital Marketing, Product Development, Product Management, P&L Ownership, E-commerce, Social Media, Management, Competitive Analysis, Digital Strategy, Sponsorship, Facebook, Online Advertising, User Experience, Start-ups, Leadership, Strategy, Mergers & Acquisitions, New Media, CRM, Content Strategy, Online Marketing, Mobile Marketing, Integrated Marketing, Analytics, Social Media Marketing, Entrepreneurship, P&L Management, Digital Distribution, Marketing, Marketing Strategy
Education
UCLA Anderson School of Management 2004 — 2006
MBA, Technology and Entertainment Media
University of California, Berkeley
BA, Economics
Greenbush Digital Group January 2013 - Present
MuckerLab May 2012 - Present
Musicolio.com January 2012 - Present
LivingHealthy.com February 2013 - May 2014
Dragon Global January 2013 - May 2014
Live Nation Entertainment January 2011 - January 2013
Live Nation Entertainment February 2010 - April 2011
Live Nation January 2007 - February 2010
Union Bank of California 1999 - March 2007
Skills
Customer Insight, Entertainment, Digital Media, Strategic Partnerships, Digital Marketing, Product Development, Product Management, P&L Ownership, E-commerce, Social Media, Management, Competitive Analysis, Digital Strategy, Sponsorship, Facebook, Online Advertising, User Experience, Start-ups, Leadership, Strategy, Mergers & Acquisitions, New Media, CRM, Content Strategy, Online Marketing, Mobile Marketing, Integrated Marketing, Analytics, Social Media Marketing, Entrepreneurship, P&L Management, Digital Distribution, Marketing, Marketing Strategy
Education
UCLA Anderson School of Management 2004 — 2006
MBA, Technology and Entertainment Media
University of California, Berkeley
BA, Economics
Thomas Hill Thomas Hill's Union Bank of California Experience December 2007 - 2009
Job Senior Managing Director, Commercial Business Banking Opus Bank
Industry Banking
Experience
Opus Bank September 2014 - Present
East West Bank October 2011 - August 2014
Grandpoint Bank March 2011 - August 2011
Union Bank July 2009 - March 2011
Union Bank of California December 2007 - 2009
City National Bank June 2006 - December 2007
Trade Finance Associates Inc. October 2001 - June 2006
GMAC Commercial Finance 2000 - 2001
Thales 1994 - 1999
Skills
International Trade, Telecommunications, Export Finance, Sustainable Energy, ABL, Commercial Banking, Asset Based Lending, Aerospace, Commercial Lending, Credit Analysis, Loans, Credit, Portfolio Management, Banking, Treasury Management, Structured Finance, Capital Markets, Underwriting, Corporate Finance, Loan Origination, Investment Banking
Education
The Johns Hopkins University - Carey Business School 1993 — 1997
M.S., International Business and Finance
Towson University 1990 — 1994
B.A., Economics and Political Science
Opus Bank September 2014 - Present
East West Bank October 2011 - August 2014
Grandpoint Bank March 2011 - August 2011
Union Bank July 2009 - March 2011
Union Bank of California December 2007 - 2009
City National Bank June 2006 - December 2007
Trade Finance Associates Inc. October 2001 - June 2006
GMAC Commercial Finance 2000 - 2001
Thales 1994 - 1999
Skills
International Trade, Telecommunications, Export Finance, Sustainable Energy, ABL, Commercial Banking, Asset Based Lending, Aerospace, Commercial Lending, Credit Analysis, Loans, Credit, Portfolio Management, Banking, Treasury Management, Structured Finance, Capital Markets, Underwriting, Corporate Finance, Loan Origination, Investment Banking
Education
The Johns Hopkins University - Carey Business School 1993 — 1997
M.S., International Business and Finance
Towson University 1990 — 1994
B.A., Economics and Political Science
Merry Kindred Merry Kindred's Union Bank of California Experience 1995 - 2003
Job Bank Consultant
Industry Commercial Real Estate
Experience
AuditOne, LLC August 2014 - Present
Bank of Marin March 2010 - July 2014
Redwood Trust January 2007 - December 2008
Capital Servicing 2003 - 2003
Union Bank of California 1995 - 2003
Citibank 1994 - 1995
Bank of America 1987 - 1995
Laventhol & Horwath 1985 - 1987
Education
Santa Clara University - Leavey School of Business 1982 — 1983
MBA, Finance
San Jose State University 1976 — 1980
BA, Economics
Uppsala University
AuditOne, LLC August 2014 - Present
Bank of Marin March 2010 - July 2014
Redwood Trust January 2007 - December 2008
Capital Servicing 2003 - 2003
Union Bank of California 1995 - 2003
Citibank 1994 - 1995
Bank of America 1987 - 1995
Laventhol & Horwath 1985 - 1987
Education
Santa Clara University - Leavey School of Business 1982 — 1983
MBA, Finance
San Jose State University 1976 — 1980
BA, Economics
Uppsala University
Patricia Ware Patricia Ware's Union Bank of California Experience June 1994 - May 1999
Job Fiduciary consultant
Industry Banking
Experience
. 2009 - Present
The Mechanics Bank May 1999 - August 2007
Union Bank of California June 1994 - May 1999
Bank One, Texas, N.A. (now Chase Bank) January 1990 - June 1994
Mtrust (now Texas Commerce Bank) 1987 - 1990
Skills
Trust Services, Budgets, Trust Management, Financial Advisory, Wealth Management, Investments, Loans, Financial Services, Employee Training, Finance, Business Development, Banking, Management, Portfolio Management, Public Speaking, Marketing, Financial Planning, Asset Management, Microsoft Office, Team Building, Estate Planning
Education
The University of Texas at Austin 1982 — 1986
B.S., Business administration and organizational behavior
. 2009 - Present
The Mechanics Bank May 1999 - August 2007
Union Bank of California June 1994 - May 1999
Bank One, Texas, N.A. (now Chase Bank) January 1990 - June 1994
Mtrust (now Texas Commerce Bank) 1987 - 1990
Skills
Trust Services, Budgets, Trust Management, Financial Advisory, Wealth Management, Investments, Loans, Financial Services, Employee Training, Finance, Business Development, Banking, Management, Portfolio Management, Public Speaking, Marketing, Financial Planning, Asset Management, Microsoft Office, Team Building, Estate Planning
Education
The University of Texas at Austin 1982 — 1986
B.S., Business administration and organizational behavior
Adrienne Blalock Adrienne Blalock's Union Bank of California Experience February 1984 - October 1991
Job Facilities Management & Design Professional
Industry Facilities Services
Experience
Oakland Museum of California April 2010 - April 2013
Experience Unlimited 2009 - May 2010
West Contra Costa Unified School District October 2002 - December 2008
Verizon Wireless February 1992 - December 2001
UNION BANK OF CALIFORNIA February 1984 - October 1991
Skills
Negotiation, Facilities Management, Leadership, Project Planning, Vendor Management, Team Building, Strategic Planning, Budgets, Management, Sales, Public Speaking, Security, Construction, Project Management, Program Management, Business Planning
Education
San Jose State University 1971 — 1975
Bachelor of Science, Interior Design; Business Administration
Oakland Museum of California April 2010 - April 2013
Experience Unlimited 2009 - May 2010
West Contra Costa Unified School District October 2002 - December 2008
Verizon Wireless February 1992 - December 2001
UNION BANK OF CALIFORNIA February 1984 - October 1991
Skills
Negotiation, Facilities Management, Leadership, Project Planning, Vendor Management, Team Building, Strategic Planning, Budgets, Management, Sales, Public Speaking, Security, Construction, Project Management, Program Management, Business Planning
Education
San Jose State University 1971 — 1975
Bachelor of Science, Interior Design; Business Administration
Elizabeth (Gallagher) Karbousky's Union Bank of California Experience August 2005 - July 2008
Job Vice President at Union Bank
Industry Banking
Experience
Union Bank August 2010 - Present
Corporate Valuation Specialists, Inc. November 2009 - August 2010
Union Bank of California August 2005 - July 2008
Skills
Financial Analysis, Presentations, Client Management, Risk Management, Relationship Management, Business Analysis, CRM, Project Management, Finance, Management, Leadership, Strategy, Banking, Corporate Finance, Marketing, Forecasting, Portfolio Management, Competitive Analysis, Credit Analysis, Commercial Banking
Education
Trinity College, Dublin 2008 — 2009
MBA, Business Administration and Management, General
University of California, Davis 2001 — 2005
B.S., Managerial Economics
Union Bank August 2010 - Present
Corporate Valuation Specialists, Inc. November 2009 - August 2010
Union Bank of California August 2005 - July 2008
Skills
Financial Analysis, Presentations, Client Management, Risk Management, Relationship Management, Business Analysis, CRM, Project Management, Finance, Management, Leadership, Strategy, Banking, Corporate Finance, Marketing, Forecasting, Portfolio Management, Competitive Analysis, Credit Analysis, Commercial Banking
Education
Trinity College, Dublin 2008 — 2009
MBA, Business Administration and Management, General
University of California, Davis 2001 — 2005
B.S., Managerial Economics
Korina Edwards Korina Edwards's Union Bank of California Experience March 2005 - December 2005
Job Schwab Institutional Sales Relationship Manager
Industry Financial Services
Experience
Charles Schwab June 2006 - Present
Charles Schwab Investment Management December 2005 - June 2006
Union Bank of California March 2005 - December 2005
Reliance Trust Company March 1999 - October 2004
Reliance Trust Company March 1999 - July 2004
Skills
Miller Heiman, Series 7, Series 63, Consultative Approach, Business Relationship..., Strategic Planning, RIAs, Solution Selling, Trusted Advisor, Negotiation, Relationship Management, Securities, Retirement Planning, Investments
Education
University of Pretoria/Universiteit van Pretoria 2012 — 2015
Programme for Management Development
Cape Wine Academy 2012 — 2014
Cannon Trust School - Pepperdine University Campus 2003 — 2003
The University of Texas at El Paso 1990 — 1995
BA
The University of Texas at El Paso 1990 — 1995
BA
The University of Texas at El Paso 1990 — 1995
BS
Charles Schwab June 2006 - Present
Charles Schwab Investment Management December 2005 - June 2006
Union Bank of California March 2005 - December 2005
Reliance Trust Company March 1999 - October 2004
Reliance Trust Company March 1999 - July 2004
Skills
Miller Heiman, Series 7, Series 63, Consultative Approach, Business Relationship..., Strategic Planning, RIAs, Solution Selling, Trusted Advisor, Negotiation, Relationship Management, Securities, Retirement Planning, Investments
Education
University of Pretoria/Universiteit van Pretoria 2012 — 2015
Programme for Management Development
Cape Wine Academy 2012 — 2014
Cannon Trust School - Pepperdine University Campus 2003 — 2003
The University of Texas at El Paso 1990 — 1995
BA
The University of Texas at El Paso 1990 — 1995
BA
The University of Texas at El Paso 1990 — 1995
BS
Martin Duran Martin Duran's Union Bank of California Experience March 2002 - February 2005
Job Producer, NBC Sports Radio
Industry Broadcast Media
Experience
WestwoodOne (formerly Dial Global) May 2013 - Present
KCRW November 2011 - Present
VCS January 2011 - October 2011
Warner Bros. Entertainment Group of Companies November 2008 - September 2010
MetLife Financial Services March 2007 - March 2008
ING February 2005 - March 2007
Union Bank of California March 2002 - February 2005
Hilton Worldwide August 2000 - March 2002
Skills
Social Media Marketing, Public Relations, Social Networking, Event Planning, Marketing, Customer Service, Entertainment, Public Speaking, Non-profits, Sales, Social Media, Microsoft Office, Event Management, Facebook, Microsoft Excel, PowerPoint, Microsoft Word, Video Production, Advertising, Marketing Communications, Editing, Broadcast, Management, Television, Radio
Education
San Francisco State University 1996 — 1999
B.A
WestwoodOne (formerly Dial Global) May 2013 - Present
KCRW November 2011 - Present
VCS January 2011 - October 2011
Warner Bros. Entertainment Group of Companies November 2008 - September 2010
MetLife Financial Services March 2007 - March 2008
ING February 2005 - March 2007
Union Bank of California March 2002 - February 2005
Hilton Worldwide August 2000 - March 2002
Skills
Social Media Marketing, Public Relations, Social Networking, Event Planning, Marketing, Customer Service, Entertainment, Public Speaking, Non-profits, Sales, Social Media, Microsoft Office, Event Management, Facebook, Microsoft Excel, PowerPoint, Microsoft Word, Video Production, Advertising, Marketing Communications, Editing, Broadcast, Management, Television, Radio
Education
San Francisco State University 1996 — 1999
B.A
Hector Vega Hector Vega's Union Bank of California Experience January 2001 - January 2003
Job Bankruptcy Attorney at Law Offices of Hector Vega
Industry Law Practice
Experience
Law Offices of Hector Vega January 2010 - Present
Hanger, Steinberg, Shapiro & Ash February 2008 - January 2010
Los Angeles City Attorney's Office August 2006 - May 2007
Union Bank of California January 2001 - January 2003
University of California January 1997 - January 2000
Skills
Bankruptcy, Personal Injury, Automobile Accidents, Foreclosure Defense, Civil Litigation, Litigation, Personal Bankruptcy, Trusts, Chapter 7, Chapter 13 Bankruptcy, Legal Assistance, Corporate Law, Employment Law, Real Estate, Intellectual Property, Immigration Law, Credit Card Debt, Consumer Debt, Wrongful Death, Dog Bites, Slip & Fall, Premises Liability..., Mediation, Bicycle Accidents, Commercial Litigation, Lexis, Medical Malpractice, Chapter 11, Legal Advice, Depositions, Trials
Education
Trinity School of Law 2005 — 2007
Juris Doctorate, Law
University of California, Berkeley 1995 — 2000
B.A., History
Burbank High School 1990 — 1995
Southwestern Law School
University of West Los Angeles
Law Offices of Hector Vega January 2010 - Present
Hanger, Steinberg, Shapiro & Ash February 2008 - January 2010
Los Angeles City Attorney's Office August 2006 - May 2007
Union Bank of California January 2001 - January 2003
University of California January 1997 - January 2000
Skills
Bankruptcy, Personal Injury, Automobile Accidents, Foreclosure Defense, Civil Litigation, Litigation, Personal Bankruptcy, Trusts, Chapter 7, Chapter 13 Bankruptcy, Legal Assistance, Corporate Law, Employment Law, Real Estate, Intellectual Property, Immigration Law, Credit Card Debt, Consumer Debt, Wrongful Death, Dog Bites, Slip & Fall, Premises Liability..., Mediation, Bicycle Accidents, Commercial Litigation, Lexis, Medical Malpractice, Chapter 11, Legal Advice, Depositions, Trials
Education
Trinity School of Law 2005 — 2007
Juris Doctorate, Law
University of California, Berkeley 1995 — 2000
B.A., History
Burbank High School 1990 — 1995
Southwestern Law School
University of West Los Angeles
Tom Coleman Tom Coleman's Union Bank of California Experience September 2005 - June 2008
Job Solutions Delivery Lead at Bank of the West
Industry Information Technology and Services
Experience
DS Solutions September 2013 - August 2014
DS Solutions July 2013 - September 2013
Union Bank June 2008 - July 2013
Union Bank 2013 - 2013
Union Bank of California September 2005 - June 2008
Union Bank of California April 1998 - September 2005
Union Bank of California April 1990 - April 1998
Imperial Savings and Loan 1981 - 1990
Skills
Banking, E-commerce, Project Delivery, Risk Management, Treasury Management, Software Development, Retail Banking, Vendor Management, Strategy, Executive Management, SDLC, Data Center, Enterprise Software, Process Improvement, Management, Enterprise Architecture, Program Management, Change Management, Disaster Recovery, Governance, Integration, Leadership, Information Technology, IT Management, Project Management, IT Operations, ITIL, Agile Methodologies, SOA, Risk Assessment, Technology Management, Mergers & Acquisitions, PMO, Project Portfolio..., Business Analysis, IT Strategy
Education
San Diego State University
BS, Business Administration, Computer Information Systems
DS Solutions September 2013 - August 2014
DS Solutions July 2013 - September 2013
Union Bank June 2008 - July 2013
Union Bank 2013 - 2013
Union Bank of California September 2005 - June 2008
Union Bank of California April 1998 - September 2005
Union Bank of California April 1990 - April 1998
Imperial Savings and Loan 1981 - 1990
Skills
Banking, E-commerce, Project Delivery, Risk Management, Treasury Management, Software Development, Retail Banking, Vendor Management, Strategy, Executive Management, SDLC, Data Center, Enterprise Software, Process Improvement, Management, Enterprise Architecture, Program Management, Change Management, Disaster Recovery, Governance, Integration, Leadership, Information Technology, IT Management, Project Management, IT Operations, ITIL, Agile Methodologies, SOA, Risk Assessment, Technology Management, Mergers & Acquisitions, PMO, Project Portfolio..., Business Analysis, IT Strategy
Education
San Diego State University
BS, Business Administration, Computer Information Systems
Ben Zulpo Ben Zulpo's Union Bank of California Experience August 2005 - October 2007
Job Proven Successful Sales Representative
Industry Security and Investigations
Experience
ADT Security Services April 2011 - Present
Stock Building Supply October 2007 - August 2010
Union Bank of California August 2005 - October 2007
United Yellow Pages August 2004 - August 2005
Mega Life & Health Insurance Company July 2000 - August 2004
Education
University of Arkansas 1995 — 2000
B.S., Biology
ADT Security Services April 2011 - Present
Stock Building Supply October 2007 - August 2010
Union Bank of California August 2005 - October 2007
United Yellow Pages August 2004 - August 2005
Mega Life & Health Insurance Company July 2000 - August 2004
Education
University of Arkansas 1995 — 2000
B.S., Biology
Cathy Campbell Cathy Campbell's Union Bank of California Experience May 1993 - August 1997
Job Director, Diversity& Inclusion at Charles Schwab
Industry Financial Services
Experience
Charles Schwab & Company June 2002 - Present
Oracle August 1997 - June 2002
Union Bank of California May 1993 - August 1997
Education
Stanford University 2011 — 2011
Advanced Leadership Program
Mercy High School SF
University of California, Berkeley
BA, Economics
Charles Schwab & Company June 2002 - Present
Oracle August 1997 - June 2002
Union Bank of California May 1993 - August 1997
Education
Stanford University 2011 — 2011
Advanced Leadership Program
Mercy High School SF
University of California, Berkeley
BA, Economics
Robert Alpert Robert Alpert's Union Bank of California Experience 1999 - 1999
Job Director, Chief of Staff, Office of the Vice Chair Advisory at KPMG
Industry Management Consulting
Experience
KPMG US July 2015 - Present
KPMG US November 1999 - June 2015
Union Bank of California 1999 - 1999
Home Savings of America (HSA) September 1996 - December 1998
BayBank March 1994 - August 1996
California Federal Bank 1992 - 1994
Comerica Bank 1991 - 1991
Skills
Customer Experience, Pricing, Business Process..., Strategy, Management Consulting, Project Management, PMO, Analytics, Financial Services, Banking, Retail Banking, Complaint Management, Product Development, Customer Research, Financial Analysis
Education
The Tuck School of Business at Dartmouth 2007 — 2010
Executive Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1992
Master of Business Administration (M.B.A.), Business
University of Southern California 1985 — 1988
BS, Marketing
University of Southern California - Marshall School of Business 1985 — 1988
BS, Business Administration, Marketing
KPMG US July 2015 - Present
KPMG US November 1999 - June 2015
Union Bank of California 1999 - 1999
Home Savings of America (HSA) September 1996 - December 1998
BayBank March 1994 - August 1996
California Federal Bank 1992 - 1994
Comerica Bank 1991 - 1991
Skills
Customer Experience, Pricing, Business Process..., Strategy, Management Consulting, Project Management, PMO, Analytics, Financial Services, Banking, Retail Banking, Complaint Management, Product Development, Customer Research, Financial Analysis
Education
The Tuck School of Business at Dartmouth 2007 — 2010
Executive Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1992
Master of Business Administration (M.B.A.), Business
University of Southern California 1985 — 1988
BS, Marketing
University of Southern California - Marshall School of Business 1985 — 1988
BS, Business Administration, Marketing
Josh Salans Josh Salans's Union Bank of California Experience 1999 - 2011
Job Sr. Business Data Analyst at Colliers International
Industry Computer Software
Experience
Colliers International March 2011 - Present
CTC Solutions January 1991 - March 2011
Union Bank of California 1999 - 2011
NetApp May 2009 - September 2010
Cisco Systems February 2008 - April 2009
Sustainable Community Gardens February 2004 - January 2009
Huntington Hospital May 2006 - February 2008
City and County of San Francisco May 2005 - April 2006
VERITAS Software June 2001 - March 2005
Skills
Crystal Reports, Community Organizing, Access, Business Intelligence, Data Analysis, Databases, Neighborhood Development, Management, Community Outreach, Leadership, Microsoft SQL Server, Nonprofits, Strategic Planning, Business Objects, Analysis, Master Gardener
Education
San Francisco State University 1979 — 1981
BS, Business Information and Computer Science
Colliers International March 2011 - Present
CTC Solutions January 1991 - March 2011
Union Bank of California 1999 - 2011
NetApp May 2009 - September 2010
Cisco Systems February 2008 - April 2009
Sustainable Community Gardens February 2004 - January 2009
Huntington Hospital May 2006 - February 2008
City and County of San Francisco May 2005 - April 2006
VERITAS Software June 2001 - March 2005
Skills
Crystal Reports, Community Organizing, Access, Business Intelligence, Data Analysis, Databases, Neighborhood Development, Management, Community Outreach, Leadership, Microsoft SQL Server, Nonprofits, Strategic Planning, Business Objects, Analysis, Master Gardener
Education
San Francisco State University 1979 — 1981
BS, Business Information and Computer Science
Carla Cunningham's Union Bank of California Experience 1985 - 2006
Job Banking Professional
Industry Banking
Experience
Union Bank of California 1985 - 2006
Skills
Securities, Microsoft Office, Customer Service, Business Continuity..., Investments, Securities Lending, Retail Banking, Risk Management, Budgets, FX Options, Financial Risk, Commercial Banking, Treasury Management, AML, Banking
Education
Université de Montréal
French Language
Union Bank of California 1985 - 2006
Skills
Securities, Microsoft Office, Customer Service, Business Continuity..., Investments, Securities Lending, Retail Banking, Risk Management, Budgets, FX Options, Financial Risk, Commercial Banking, Treasury Management, AML, Banking
Education
Université de Montréal
French Language
Dustin Gaspari Dustin Gaspari's Union Bank of California Experience 1995 - 2005
Job Owner, BSI Energy Partners, LLC
Industry Oil & Energy
Experience
North Plains Energy, LLC January 2008 - Present
BSI Energy Partners, LLC May 2006 - Present
Union Bank of California 1995 - 2005
Education
Southern Methodist University
North Plains Energy, LLC January 2008 - Present
BSI Energy Partners, LLC May 2006 - Present
Union Bank of California 1995 - 2005
Education
Southern Methodist University
Noel Harris Noel Harris's Union Bank of California Experience September 1983 - August 1994
Job Senior Program/Project Manager at HTC Global Services Inc
Industry Information Technology and Services
Experience
Synergy Computer Solutions June 2014 - June 2015
CSC August 2008 - April 2014
Covansys 1997 - 2008
US Foods September 1993 - April 1997
Union Bank of California September 1983 - August 1994
Skills
Outsourcing, SDLC, Integration, Program Management, Business Process, Business Analysis, Telecommunications, IT Strategy, Management, Vendor Management, Quality Assurance, Software Project..., Leadership, Change Management, Requirements Analysis, Business Intelligence, Service Delivery, Analysis, Enterprise Architecture, IT Management, IT Service Management, Process Improvement, Problem Solving, Mentoring, Databases, Process Engineering, Operations Management, Business Management, Account Management, Customer Relations, ITIL, Application Development, Team Leadership, Consultative Selling, Budgeting, New Business Development, Contract Negotiation, People Management, Business Process..., Test Automation, Billing, Chargebacks, RFP, RFI, RFQ, RFC, Project Delivery, Contract Negotiations, Cloud Computing, IT Enabled Business...
Education
Trinity College Dublin 1974 — 1978
IT and Systems Analysis
St Declans CBS, Dublin Ireland 1965 — 1970
Synergy Computer Solutions June 2014 - June 2015
CSC August 2008 - April 2014
Covansys 1997 - 2008
US Foods September 1993 - April 1997
Union Bank of California September 1983 - August 1994
Skills
Outsourcing, SDLC, Integration, Program Management, Business Process, Business Analysis, Telecommunications, IT Strategy, Management, Vendor Management, Quality Assurance, Software Project..., Leadership, Change Management, Requirements Analysis, Business Intelligence, Service Delivery, Analysis, Enterprise Architecture, IT Management, IT Service Management, Process Improvement, Problem Solving, Mentoring, Databases, Process Engineering, Operations Management, Business Management, Account Management, Customer Relations, ITIL, Application Development, Team Leadership, Consultative Selling, Budgeting, New Business Development, Contract Negotiation, People Management, Business Process..., Test Automation, Billing, Chargebacks, RFP, RFI, RFQ, RFC, Project Delivery, Contract Negotiations, Cloud Computing, IT Enabled Business...
Education
Trinity College Dublin 1974 — 1978
IT and Systems Analysis
St Declans CBS, Dublin Ireland 1965 — 1970
Rhonda K. Braithwaite Rhonda K. Braithwaite's Union Bank of California Experience May 1994 - May 1999
Job Bookkeeping & Consulting
Industry Accounting
Experience
Rhonda K. Braithwaite, Bookkeeping & Consulting September 2015 - Present
AmericanWest Bank April 2012 - September 2015
Plumas Bank June 2008 - January 2011
Tri Counties Bank January 2005 - June 2008
Umpqua Bank June 1999 - January 2005
Union Bank of California May 1994 - May 1999
Bank of America November 1975 - May 1994
Skills
Financial Analysis, Loans, Computer Software..., Commercial Lending, Commercial Banking, Credit Analysis, Credit, Banking, Credit Risk, Underwriting, Cash Flow, Consumer Lending, Mortgage Lending, Retail Banking, Lines Of Credit, Portfolio Management, Loan Origination, Refinance, Management, Branch Management, Finance, SBA, Asset Based Lending, FHA, Relationship Management, Commercial Mortgages, Small Business Lending, Risk Management, Treasury Management, Cash Management, Construction Loans, Cross Selling, Sales, Customer Service
Education
Shasta College 1980 — 2000
Business Courses, Accounting and Business/Management, All A's except a B in Business Law
El Dorado High School 1968 — 1971
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Rhonda K. Braithwaite, Bookkeeping & Consulting September 2015 - Present
AmericanWest Bank April 2012 - September 2015
Plumas Bank June 2008 - January 2011
Tri Counties Bank January 2005 - June 2008
Umpqua Bank June 1999 - January 2005
Union Bank of California May 1994 - May 1999
Bank of America November 1975 - May 1994
Skills
Financial Analysis, Loans, Computer Software..., Commercial Lending, Commercial Banking, Credit Analysis, Credit, Banking, Credit Risk, Underwriting, Cash Flow, Consumer Lending, Mortgage Lending, Retail Banking, Lines Of Credit, Portfolio Management, Loan Origination, Refinance, Management, Branch Management, Finance, SBA, Asset Based Lending, FHA, Relationship Management, Commercial Mortgages, Small Business Lending, Risk Management, Treasury Management, Cash Management, Construction Loans, Cross Selling, Sales, Customer Service
Education
Shasta College 1980 — 2000
Business Courses, Accounting and Business/Management, All A's except a B in Business Law
El Dorado High School 1968 — 1971
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Naleen Lal Naleen Lal's Union Bank of California Experience July 2004 - May 2005
Job Accounts Payable at Sonitus Medical Inc.
Industry Medical Devices
Experience
Seiler LLP December 2014 - Present
Sonitus Medical Inc. August 2012 - December 2014
Dpix LLC August 2010 - September 2011
Lighthouse Management Group April 2008 - August 2010
Ajilon Financial August 2007 - March 2008
VM WARE INC March 2007 - May 2007
Private Eyes Inc January 2006 - October 2006
Union Bank of California July 2004 - May 2005
Big Five Sporting Goods November 2003 - July 2004
Option One Staffing August 2002 - August 2003
Skills
Accounting, Data Analysis, Process Improvement, Accounts Payable, Account Reconciliation, Spreadsheets, Finance, Microsoft Excel, Outlook, Microsoft Office, Internal Audit, Research, PeopleSoft, ERP
Education
San Jose State University 2000 — 2002
Bachelor of Arts, Political Science
Seiler LLP December 2014 - Present
Sonitus Medical Inc. August 2012 - December 2014
Dpix LLC August 2010 - September 2011
Lighthouse Management Group April 2008 - August 2010
Ajilon Financial August 2007 - March 2008
VM WARE INC March 2007 - May 2007
Private Eyes Inc January 2006 - October 2006
Union Bank of California July 2004 - May 2005
Big Five Sporting Goods November 2003 - July 2004
Option One Staffing August 2002 - August 2003
Skills
Accounting, Data Analysis, Process Improvement, Accounts Payable, Account Reconciliation, Spreadsheets, Finance, Microsoft Excel, Outlook, Microsoft Office, Internal Audit, Research, PeopleSoft, ERP
Education
San Jose State University 2000 — 2002
Bachelor of Arts, Political Science
Barry Wellins Barry Wellins's Union Bank of California Experience December 2001 - May 2003
Job Digital Bank Executive at BBVA Compass
Industry Banking
Experience
BBVA Compass January 2014 - Present
BBVA Compass April 2013 - January 2014
BBVA Compass April 2011 - April 2013
BBVA Compass September 2010 - March 2011
BBVA Compass April 2009 - September 2010
JPMorgan Chase May 2003 - April 2009
Union Bank of California December 2001 - May 2003
Safeway Select Bank February 2001 - December 2001
Wells Fargo September 1997 - February 2001
Skills
Mortgage Banking, Commercial Banking, Retail Banking, Sales Management, Public Speaking, Customer Service, Strategy, Loans, Mortgage Lending, Banking, Cross Selling, Branch Management, Investments, Sales, Management, Small Business Lending, Leadership, Credit
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2011
University of California, Berkeley 1992 — 1997
Bachelor of Arts (BA), Legal Studies, General
BBVA Compass January 2014 - Present
BBVA Compass April 2013 - January 2014
BBVA Compass April 2011 - April 2013
BBVA Compass September 2010 - March 2011
BBVA Compass April 2009 - September 2010
JPMorgan Chase May 2003 - April 2009
Union Bank of California December 2001 - May 2003
Safeway Select Bank February 2001 - December 2001
Wells Fargo September 1997 - February 2001
Skills
Mortgage Banking, Commercial Banking, Retail Banking, Sales Management, Public Speaking, Customer Service, Strategy, Loans, Mortgage Lending, Banking, Cross Selling, Branch Management, Investments, Sales, Management, Small Business Lending, Leadership, Credit
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2011
University of California, Berkeley 1992 — 1997
Bachelor of Arts (BA), Legal Studies, General
Jonathan Morant's Union Bank of California Experience August 2004 - September 2008
Job IT Support Coordinator at Yerba Buena Center for the Arts
Industry Information Technology and Services
Experience
Yerba Buena Center for the Arts August 2015 - Present
Wente Vineyards June 2015 - August 2015
Sprint Nextel October 2011 - June 2015
Comcast Cable October 2008 - February 2010
Union Bank of California August 2004 - September 2008
Washington Mutual Bank January 2000 - August 2004
Skills
Software Installation, Operating Systems, Technology, Computer Hardware, Cabling, Cable Modems, Microsoft Office, Microsoft Excel, Microsoft Word, Motherboards, Customer Service, Customer Satisfaction, Web Applications, Mobile Applications, HTML, Windows, Technical Support, Telecommunications, Printers, Wireless, Analysis, Networking, Computer Repair, Routers, Switches, XP, Windows 7, Help Desk Support, Software Documentation, Laptops, TCP/IP, CompTIA A+ Certification, Windows Vista, A+ Certified, Windows XP, CompTIA A
Education
The Stride Center 2014 — 2014
CCNA (Cisco Certified Network Associate), Computer Systems Networking and Telecommunications
The Stride Center 2013 — 2013
CompTIA Server +
The Stride Center 2013 — 2013
CompTIA A+ Certified, CCNA (Cisco Certified Network Associate)
San Francisco State University
In progress, Computer Software Engineering
ICS Institute/ BI Snowden 2011 — 2011
Certification, Introduction to PC repair/html
Merrit College 2015 — 2016
Associate’s Degree, Information Security-Network Infrastructure
Yerba Buena Center for the Arts August 2015 - Present
Wente Vineyards June 2015 - August 2015
Sprint Nextel October 2011 - June 2015
Comcast Cable October 2008 - February 2010
Union Bank of California August 2004 - September 2008
Washington Mutual Bank January 2000 - August 2004
Skills
Software Installation, Operating Systems, Technology, Computer Hardware, Cabling, Cable Modems, Microsoft Office, Microsoft Excel, Microsoft Word, Motherboards, Customer Service, Customer Satisfaction, Web Applications, Mobile Applications, HTML, Windows, Technical Support, Telecommunications, Printers, Wireless, Analysis, Networking, Computer Repair, Routers, Switches, XP, Windows 7, Help Desk Support, Software Documentation, Laptops, TCP/IP, CompTIA A+ Certification, Windows Vista, A+ Certified, Windows XP, CompTIA A
Education
The Stride Center 2014 — 2014
CCNA (Cisco Certified Network Associate), Computer Systems Networking and Telecommunications
The Stride Center 2013 — 2013
CompTIA Server +
The Stride Center 2013 — 2013
CompTIA A+ Certified, CCNA (Cisco Certified Network Associate)
San Francisco State University
In progress, Computer Software Engineering
ICS Institute/ BI Snowden 2011 — 2011
Certification, Introduction to PC repair/html
Merrit College 2015 — 2016
Associate’s Degree, Information Security-Network Infrastructure
Patricia Patterson Patricia Patterson's Union Bank of California Experience January 1993 - March 1995
Job Supplier Diversity & Corporate Communications Professional Kaiser Permanente
Industry Health, Wellness and Fitness
Experience
Kaiser Permanente October 2005 - Present
The Lens Within - Photography January 1989 - Present
Union Bank of California January 1993 - March 1995
AT&T January 1979 - January 1992
Skills
Corporate Communications, Supplier Diversity, Marketing Communications, Procurement, Workforce Diversity, Training, Management, Strategic Sourcing, Change Management, Public Speaking, Coaching, Public Affairs, Diversity, Published author, Community Leadership, Professional..., Event Planning, Portrait Photography, Public Relations, Sourcing, Published Author, Community Outreach, Business Development, Cross-functional Team..., Strategic Planning, Purchasing, Leadership, Management Consulting, Supply Chain, Project Management, Program Management, Nonprofits, Team Building, Strategy
Education
San Francisco State University
BA, Sociology
Kaiser Permanente October 2005 - Present
The Lens Within - Photography January 1989 - Present
Union Bank of California January 1993 - March 1995
AT&T January 1979 - January 1992
Skills
Corporate Communications, Supplier Diversity, Marketing Communications, Procurement, Workforce Diversity, Training, Management, Strategic Sourcing, Change Management, Public Speaking, Coaching, Public Affairs, Diversity, Published author, Community Leadership, Professional..., Event Planning, Portrait Photography, Public Relations, Sourcing, Published Author, Community Outreach, Business Development, Cross-functional Team..., Strategic Planning, Purchasing, Leadership, Management Consulting, Supply Chain, Project Management, Program Management, Nonprofits, Team Building, Strategy
Education
San Francisco State University
BA, Sociology
Keith Rowan Jr Keith Rowan Jr's Union Bank of California Experience June 1987 - April 1991
Job Specification Sales Manager at Eaton Cooper Lighting
Industry Electrical/Electronic Manufacturing
Experience
Eaton Corporation July 2007 - Present
Northern Illumination Company July 1999 - July 2007
Cooper Lighting June 1994 - July 1999
Juno Lighting Group April 1991 - May 1994
Union Bank of California June 1987 - April 1991
Skills
Manufacturing, Lighting, Architectural Lighting, Lighting Design, Sales, Lighting Control, Construction, Engineering, Energy Efficiency, Interior Architecture, Product Development, New Business Development, AutoCAD, Solid State Lighting, Energy Audits, Sales Management, Electricians, Product Marketing, Account Management, Energy Conservation, Energy Management, Electrical Engineering
Education
University of California, Davis 1985 — 1987
B.S., Economics, Finance, Stats
Santa Monica College 1983 — 1985
AA, Economics
Eaton Corporation July 2007 - Present
Northern Illumination Company July 1999 - July 2007
Cooper Lighting June 1994 - July 1999
Juno Lighting Group April 1991 - May 1994
Union Bank of California June 1987 - April 1991
Skills
Manufacturing, Lighting, Architectural Lighting, Lighting Design, Sales, Lighting Control, Construction, Engineering, Energy Efficiency, Interior Architecture, Product Development, New Business Development, AutoCAD, Solid State Lighting, Energy Audits, Sales Management, Electricians, Product Marketing, Account Management, Energy Conservation, Energy Management, Electrical Engineering
Education
University of California, Davis 1985 — 1987
B.S., Economics, Finance, Stats
Santa Monica College 1983 — 1985
AA, Economics
Maxim Glukhov's Union Bank of California Experience October 2007 - July 2013
Job Big Data System Lead at Carefusion
Industry Medical Devices
Experience
CareFusion July 2013 - Present
Union Bank of California October 2007 - July 2013
HSBC March 2006 - October 2007
Selient October 2003 - March 2006
Verint 2002 - 2003
ComSense 2000 - 2002
IDF June 1996 - June 1998
Hadassah Medical School 1994 - 1996
Givot Olam 1992 - 1994
Skills
Big Data, Data Mining, Business Intelligence, Data Warehousing, Microsoft SQL Server, Databases, Oracle, T-SQL, DB2, Database Design, SQL Tuning, SQL, PL/SQL, Architectures, Software Development, SSRS, SSIS, SSAS, MCDBA, Unix, Database Administration, Microsoft Certified..., XML, Software Design, Architecture, Enterprise Architecture, SQL Server, Relational Databases, Database Analysis, MCSE, ETL, SDLC, SOA, IIS, Agile Methodologies, Requirements Analysis, Software Project..., Hadoop, Hive, Impala, Cloudera
Education
The Hebrew University 1997 — 2000
B.Sc.
CareFusion July 2013 - Present
Union Bank of California October 2007 - July 2013
HSBC March 2006 - October 2007
Selient October 2003 - March 2006
Verint 2002 - 2003
ComSense 2000 - 2002
IDF June 1996 - June 1998
Hadassah Medical School 1994 - 1996
Givot Olam 1992 - 1994
Skills
Big Data, Data Mining, Business Intelligence, Data Warehousing, Microsoft SQL Server, Databases, Oracle, T-SQL, DB2, Database Design, SQL Tuning, SQL, PL/SQL, Architectures, Software Development, SSRS, SSIS, SSAS, MCDBA, Unix, Database Administration, Microsoft Certified..., XML, Software Design, Architecture, Enterprise Architecture, SQL Server, Relational Databases, Database Analysis, MCSE, ETL, SDLC, SOA, IIS, Agile Methodologies, Requirements Analysis, Software Project..., Hadoop, Hive, Impala, Cloudera
Education
The Hebrew University 1997 — 2000
B.Sc.
Victor Weishaw Wang's Union Bank of California Experience August 2005 - September 2006
Job Senior Director of Credit Risk and Recovery
Industry Financial Services
Experience
Capital Partners Services February 2014 - Present
Banco Popular de Puerto Rico April 2013 - January 2014
J-Tek Corporation September 2009 - February 2013
Citi Orient Securities June 2012 - January 2013
Pingshow, Inc. June 2011 - September 2011
Wachovia Capital Finance December 2007 - September 2009
Pacific Mercantile Bank September 2006 - June 2007
Union Bank of California August 2005 - September 2006
Skills
Asset Based Lending, Trade Finance, Real Estate, Commercial Credit, Factoring, Investment Properties, Small Business Lending, Commercial Lending, Letters Of Credit, Credit Analysis, Financial Analysis, Business Valuation, Valuation, Strategy, Commercial Banking, Credit, Banking, Loans, Finance, Investments, Risk Management, Portfolio Management, Management, Leadership, Analysis, Credit Risk, Financial Risk
Education
Torrey Pines High School 1994 — 1998
diploma
University of California, Los Angeles 1998 — 2005
Sociology, Education Specialization
The University of British Columbia 2011 — 2013
International Masters of Business Administration, IMBA, 3.70
Capital Partners Services February 2014 - Present
Banco Popular de Puerto Rico April 2013 - January 2014
J-Tek Corporation September 2009 - February 2013
Citi Orient Securities June 2012 - January 2013
Pingshow, Inc. June 2011 - September 2011
Wachovia Capital Finance December 2007 - September 2009
Pacific Mercantile Bank September 2006 - June 2007
Union Bank of California August 2005 - September 2006
Skills
Asset Based Lending, Trade Finance, Real Estate, Commercial Credit, Factoring, Investment Properties, Small Business Lending, Commercial Lending, Letters Of Credit, Credit Analysis, Financial Analysis, Business Valuation, Valuation, Strategy, Commercial Banking, Credit, Banking, Loans, Finance, Investments, Risk Management, Portfolio Management, Management, Leadership, Analysis, Credit Risk, Financial Risk
Education
Torrey Pines High School 1994 — 1998
diploma
University of California, Los Angeles 1998 — 2005
Sociology, Education Specialization
The University of British Columbia 2011 — 2013
International Masters of Business Administration, IMBA, 3.70
Elizabeth Heagy Elizabeth Heagy's Union Bank of California Experience March 2003 - October 2010
Job Business Intelligence Manager at KIPP Foundation
Industry Computer Software
Experience
KIPP Foundation September 2014 - Present
Grocery Outlet - Corporate Office August 2013 - September 2014
Independent Contractor - SchoolLoop August 2012 - August 2013
Applied Business Metrics October 2010 - May 2012
Union Bank of California March 2003 - October 2010
Federal Reserve Bank of San Francisco October 2000 - March 2003
Analysts International Corporation (AIC) February 1997 - October 2000
Bank of America January 1990 - March 1995
Skills
C#, Microsoft SQL Server, JavaScript, Visual Studio, HTML, jQuery, SQL Server Management..., Web Services, JSON, CSS, Teradata Data Warehouse, SQL DB2, Oracle PL/SQL..., SAS programming, IBM BPM, TFS, Agile Methodolgy, Visual Basic, Visio, Rally, Agile Methodologies, Business Objects, Stored Procedures, .NET, Crystal Reports, Barracuda Spam Firewall, XML, ETL, Troubleshooting, AJAX, Microsoft Excel, Negotiation, Customer Service, Microsoft Office, PowerPoint, IIS, Web Design, Google Analytics, VB.NET, Lotus Domino, SOX Compliancy, Risk Assessment, Credit Risk, Credit Scoring, Specifications, Business Workflows, Tableau 8.2..., SSIS, Anti Money Laundering, Business Intelligence
Education
San Francisco State University 1980 — 1985
Bachelor of Science (B.S.), Information Technology/Systems Design and Programming
KIPP Foundation September 2014 - Present
Grocery Outlet - Corporate Office August 2013 - September 2014
Independent Contractor - SchoolLoop August 2012 - August 2013
Applied Business Metrics October 2010 - May 2012
Union Bank of California March 2003 - October 2010
Federal Reserve Bank of San Francisco October 2000 - March 2003
Analysts International Corporation (AIC) February 1997 - October 2000
Bank of America January 1990 - March 1995
Skills
C#, Microsoft SQL Server, JavaScript, Visual Studio, HTML, jQuery, SQL Server Management..., Web Services, JSON, CSS, Teradata Data Warehouse, SQL DB2, Oracle PL/SQL..., SAS programming, IBM BPM, TFS, Agile Methodolgy, Visual Basic, Visio, Rally, Agile Methodologies, Business Objects, Stored Procedures, .NET, Crystal Reports, Barracuda Spam Firewall, XML, ETL, Troubleshooting, AJAX, Microsoft Excel, Negotiation, Customer Service, Microsoft Office, PowerPoint, IIS, Web Design, Google Analytics, VB.NET, Lotus Domino, SOX Compliancy, Risk Assessment, Credit Risk, Credit Scoring, Specifications, Business Workflows, Tableau 8.2..., SSIS, Anti Money Laundering, Business Intelligence
Education
San Francisco State University 1980 — 1985
Bachelor of Science (B.S.), Information Technology/Systems Design and Programming
Rebecca (Yetzer) Ferguson Rebecca (Yetzer) Ferguson's Union Bank of California Experience April 2005 - September 2005
Job Copywriter and Content Marketer focused on captivating and empowering consumers
Industry Computer Software
Experience
Lanyon November 2012 - September 2014
The Active Network October 2011 - November 2012
The Active Network January 2011 - October 2011
The Active Network September 2005 - December 2010
Union Bank of California April 2005 - September 2005
Billabong February 2005 - September 2005
Skills
Online Marketing, Email Marketing, SEO, Copywriting, Marketing, Strategy, Blogging, Facebook, Account Management, Social Media, Event Management, Advertising, Online Advertising, Taglines, Landing Pages, Websites, Headline Writing, Editing, Social Media Marketing, Content Managed Websites, Marketing Strategy, Management, Sales, Sales Operations, White Papers, Newsletters, Case Studies, Brochures, Data Sheets, Direct Mail Pieces
Education
University of Arizona 2000 — 2004
Bachelor of Arts (B.A.), Journalism
Lanyon November 2012 - September 2014
The Active Network October 2011 - November 2012
The Active Network January 2011 - October 2011
The Active Network September 2005 - December 2010
Union Bank of California April 2005 - September 2005
Billabong February 2005 - September 2005
Skills
Online Marketing, Email Marketing, SEO, Copywriting, Marketing, Strategy, Blogging, Facebook, Account Management, Social Media, Event Management, Advertising, Online Advertising, Taglines, Landing Pages, Websites, Headline Writing, Editing, Social Media Marketing, Content Managed Websites, Marketing Strategy, Management, Sales, Sales Operations, White Papers, Newsletters, Case Studies, Brochures, Data Sheets, Direct Mail Pieces
Education
University of Arizona 2000 — 2004
Bachelor of Arts (B.A.), Journalism
Trey Munday Trey Munday's Union Bank of California Experience August 2005 - July 2010
Job President at My Local C.F.O.
Industry Accounting
Experience
My Local C. F. O. June 2010 - Present
Great Ecology, Inc. March 2011 - August 2014
The Risk Management Association - Young Professional Committee / San Diego Chapter September 2009 - June 2012
Union Bank of California August 2005 - July 2010
Morgan Stanley May 2003 - May 2005
Merrill Lynch February 1999 - April 2003
Salomon Smith Barney September 1993 - February 1999
Skills
Financial Analysis, Commercial Lending, Risk Management, Credit Analysis, Accounting, Treasury Management, Banking, Commercial Banking, Cash Flow, Internal Controls, Financial Reporting, Credit Risk, Investments, Finance, Small Business, Asset Management, Financial Risk, Leadership, Cash Management, Budgets, Financial Services, Executive Management, Management
Education
San Diego State University-California State University
Economics, Capital Markets
My Local C. F. O. June 2010 - Present
Great Ecology, Inc. March 2011 - August 2014
The Risk Management Association - Young Professional Committee / San Diego Chapter September 2009 - June 2012
Union Bank of California August 2005 - July 2010
Morgan Stanley May 2003 - May 2005
Merrill Lynch February 1999 - April 2003
Salomon Smith Barney September 1993 - February 1999
Skills
Financial Analysis, Commercial Lending, Risk Management, Credit Analysis, Accounting, Treasury Management, Banking, Commercial Banking, Cash Flow, Internal Controls, Financial Reporting, Credit Risk, Investments, Finance, Small Business, Asset Management, Financial Risk, Leadership, Cash Management, Budgets, Financial Services, Executive Management, Management
Education
San Diego State University-California State University
Economics, Capital Markets
Mireya T. J. Manigault Mireya T. J. Manigault's Union Bank of California Experience January 2006 - January 2008
Job Director, Regulatory at PricewaterhouseCoopers
Industry Management Consulting
Experience
PwC December 2012 - Present
Ernst & Young July 2010 - November 2012
The MRI Group October 2007 - July 2010
Union Bank of California January 2006 - January 2008
Washington Mutual Card Services (formerly Providian Financial) January 2005 - January 2006
Providian Financial December 2003 - December 2004
Providian Financial December 1999 - November 2003
Skills
Strategy, Risk Management, Banking, Leadership, Cross-functional Team..., Financial Services, Financial Analysis, Change Management, Operations Management, Auditing, Strategic Planning, Enterprise Risk..., Mergers & Acquisitions, Internal Audit, Process Improvement, Program Management, Analysis, Business Process..., Marketing, Governance, Management Consulting, Enterprise Software, RESPA, FCRA, Business Strategy, Due Diligence, Vendor Management, Operational Risk..., Executive Management, Credit Cards, Financial Regulation, Business Transformation, Technology Integration, Technology Needs...
Education
New York University - Leonard N. Stern School of Business
Master of Science (M.Sc.)
Skidmore College
Bachelor of Arts (B.A.)
PwC December 2012 - Present
Ernst & Young July 2010 - November 2012
The MRI Group October 2007 - July 2010
Union Bank of California January 2006 - January 2008
Washington Mutual Card Services (formerly Providian Financial) January 2005 - January 2006
Providian Financial December 2003 - December 2004
Providian Financial December 1999 - November 2003
Skills
Strategy, Risk Management, Banking, Leadership, Cross-functional Team..., Financial Services, Financial Analysis, Change Management, Operations Management, Auditing, Strategic Planning, Enterprise Risk..., Mergers & Acquisitions, Internal Audit, Process Improvement, Program Management, Analysis, Business Process..., Marketing, Governance, Management Consulting, Enterprise Software, RESPA, FCRA, Business Strategy, Due Diligence, Vendor Management, Operational Risk..., Executive Management, Credit Cards, Financial Regulation, Business Transformation, Technology Integration, Technology Needs...
Education
New York University - Leonard N. Stern School of Business
Master of Science (M.Sc.)
Skidmore College
Bachelor of Arts (B.A.)
Kent S. Iglehart Kent S. Iglehart's Union Bank of California Experience January 2008 - April 2009
Job Vice President, Market Risk Audit Manager at Bank of the West
Industry Capital Markets
Experience
Bank of the West December 2011 - Present
Farm Credit Administration October 2009 - November 2011
Union Bank of California January 2008 - April 2009
Charles Schwab September 2006 - December 2007
UBS Investment Bank November 2005 - August 2006
ZPoint Advisors, LLC. November 2004 - February 2005
Citi October 2000 - December 2004
Citi March 1998 - October 2000
Bank of America March 1991 - July 1997
UBS July 1986 - February 1991
Skills
VAR, Credit, Derivatives, Market Risk, Sales, FAS 157, FAS 133, Risk Management, Interest Rate..., Internal Audit, Fixed Income, Financial Risk, Hedging, Portfolio Management, Hedge Funds, Financial Markets, ALM, Credit Derivatives, Equities, Equity Derivatives, Commodity, Financial Modeling, Investment Banking, Basel II, Banking, Trading, Basel III, Capital Planning, DFAST, CCAR, Securities, Options
Education
Stanford University 1982 — 1986
BA, Quantitative Economics
Gunn High School, Palo Alto, CA 1978 — 1982
Bank of the West December 2011 - Present
Farm Credit Administration October 2009 - November 2011
Union Bank of California January 2008 - April 2009
Charles Schwab September 2006 - December 2007
UBS Investment Bank November 2005 - August 2006
ZPoint Advisors, LLC. November 2004 - February 2005
Citi October 2000 - December 2004
Citi March 1998 - October 2000
Bank of America March 1991 - July 1997
UBS July 1986 - February 1991
Skills
VAR, Credit, Derivatives, Market Risk, Sales, FAS 157, FAS 133, Risk Management, Interest Rate..., Internal Audit, Fixed Income, Financial Risk, Hedging, Portfolio Management, Hedge Funds, Financial Markets, ALM, Credit Derivatives, Equities, Equity Derivatives, Commodity, Financial Modeling, Investment Banking, Basel II, Banking, Trading, Basel III, Capital Planning, DFAST, CCAR, Securities, Options
Education
Stanford University 1982 — 1986
BA, Quantitative Economics
Gunn High School, Palo Alto, CA 1978 — 1982
Karl Brier Karl Brier's Union Bank of California Experience January 1992 - August 1994
Job Division Manager JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2009 - Present
GE Commercial Finance May 2002 - February 2009
Line56 Media April 2001 - April 2002
AML Communications, Inc. 2000 - 2001
Silicon Valley Bank August 1996 - May 2000
Union Bank of California January 1992 - August 1994
Skills
Private Equity, Corporate Finance, Credit Analysis, Capital Markets, Loans, Credit, Structured Finance
Education
UCLA Anderson School of Management 1994 — 1996
MBA, Business
University of Southern California 1983 — 1988
BA, East Asian Studies & Int'l Relations
Waseda University 1985 — 1986
Certificate, Japanese Studies
Kennedy HS 1979 — 1983
St Anthony Elementary
JPMorgan Chase June 2009 - Present
GE Commercial Finance May 2002 - February 2009
Line56 Media April 2001 - April 2002
AML Communications, Inc. 2000 - 2001
Silicon Valley Bank August 1996 - May 2000
Union Bank of California January 1992 - August 1994
Skills
Private Equity, Corporate Finance, Credit Analysis, Capital Markets, Loans, Credit, Structured Finance
Education
UCLA Anderson School of Management 1994 — 1996
MBA, Business
University of Southern California 1983 — 1988
BA, East Asian Studies & Int'l Relations
Waseda University 1985 — 1986
Certificate, Japanese Studies
Kennedy HS 1979 — 1983
St Anthony Elementary
Annette Finnane Annette Finnane's Union Bank of California Experience June 1985 - June 1996
Job Board of Directors Treasurer at The Association of Catholic Student Councils
Industry Education Management
Experience
The Association of Catholic Student Councils May 2014 - Present
The Association of Catholic Student Councils August 2011 - August 2013
Union Bank of California June 1985 - June 1996
Education
University of Santa Clara
Bachelor of Science, Finance
The Association of Catholic Student Councils May 2014 - Present
The Association of Catholic Student Councils August 2011 - August 2013
Union Bank of California June 1985 - June 1996
Education
University of Santa Clara
Bachelor of Science, Finance
Bo-yun Liu's Union Bank of California Experience September 2007 - February 2008
Job
Industry Financial Services
Experience
Compagnie Financiere Tradition June 2013 - June 2014
ION Trading April 2011 - June 2013
ION Trading April 2010 - April 2011
Union Bank of California September 2007 - February 2008
Forbug Tech. Co. Ltd. June 2006 - August 2006
Skills
ION Marketview, Fixed Income Technology, Bloomberg, Bond Pricing, Electronic Trading, Risk Management, Bond Markets, FX trading, Fixed Income, Financial Analysis, Trading Systems, Trading, Interest Rate..., Swaps, Derivatives, Bonds, Financial Markets, Credit Derivatives, Business Development, Bloomberg Terminal, Capital Markets, Requirements Analysis, Rates, Order Management, Foreign Exchange, Business Analysis, Market Data
Education
University of Southern California - Marshall School of Business 2005 — 2009
BS, Business Administration
University of Southern California 2005 — 2009
BA, Political Science
Universidad de Navarra 2008 — 2008
Bachelor's, Economics
Compagnie Financiere Tradition June 2013 - June 2014
ION Trading April 2011 - June 2013
ION Trading April 2010 - April 2011
Union Bank of California September 2007 - February 2008
Forbug Tech. Co. Ltd. June 2006 - August 2006
Skills
ION Marketview, Fixed Income Technology, Bloomberg, Bond Pricing, Electronic Trading, Risk Management, Bond Markets, FX trading, Fixed Income, Financial Analysis, Trading Systems, Trading, Interest Rate..., Swaps, Derivatives, Bonds, Financial Markets, Credit Derivatives, Business Development, Bloomberg Terminal, Capital Markets, Requirements Analysis, Rates, Order Management, Foreign Exchange, Business Analysis, Market Data
Education
University of Southern California - Marshall School of Business 2005 — 2009
BS, Business Administration
University of Southern California 2005 — 2009
BA, Political Science
Universidad de Navarra 2008 — 2008
Bachelor's, Economics
Rodrigues, Alan Rodrigues, Alan's Union Bank of California Experience September 2004 - May 2011
Job BSA AML RISK OFFICER at Independent consultant
Industry Banking
Experience
The Alacer Group August 2014 - Present
IPSA International March 2013 - August 2014
Independent consultant December 2012 - March 2013
IPSA International June 2011 - October 2012
Union Bank 2009 - May 2011
Union Bank of California September 2004 - May 2011
M2 Consulting Inc. 2004 - 2004
Motorola 2001 - 2004
Printrak, A MOTOROLA COMPANY, Inc. Anaheim, California 1999 - 2004
Skills
Financial Risk, Anti Money Laundering, Risk Management, Banking, Finance, Retail Banking, Financial Services, Bank Secrecy Act, Due Diligence, Operational Risk
Education
Seattle University 1989 — 1993
The Alacer Group August 2014 - Present
IPSA International March 2013 - August 2014
Independent consultant December 2012 - March 2013
IPSA International June 2011 - October 2012
Union Bank 2009 - May 2011
Union Bank of California September 2004 - May 2011
M2 Consulting Inc. 2004 - 2004
Motorola 2001 - 2004
Printrak, A MOTOROLA COMPANY, Inc. Anaheim, California 1999 - 2004
Skills
Financial Risk, Anti Money Laundering, Risk Management, Banking, Finance, Retail Banking, Financial Services, Bank Secrecy Act, Due Diligence, Operational Risk
Education
Seattle University 1989 — 1993
Salwa Datoo's Union Bank of California Experience July 2002 - March 2004
Job CoFounder & President, Soulful Moon
Industry Retail
Experience
Soulful Moon April 2010 - Present
BNP Paribas- New York March 2004 - December 2006
Union Bank Of California July 2002 - March 2004
Ruesch International January 2001 - July 2002
Education
University of California, Berkeley 1998 — 2000
MA, Political Science
University of California, Berkeley 1992 — 1997
BA, Political Science & Math
Soulful Moon April 2010 - Present
BNP Paribas- New York March 2004 - December 2006
Union Bank Of California July 2002 - March 2004
Ruesch International January 2001 - July 2002
Education
University of California, Berkeley 1998 — 2000
MA, Political Science
University of California, Berkeley 1992 — 1997
BA, Political Science & Math
Fred Chao's Union Bank of California Experience September 2000 - May 2004
Job Market Researcher at Duo Watch Corporation
Industry Financial Services
Experience
eRyker Discovery August 2010 - November 2013
Robert W. Johnson & Associates April 2008 - June 2009
Wells Fargo Bank June 2004 - September 2006
Union Bank of California September 2000 - May 2004
Skills
Possess strong..., Interpersonal..., Goal-oriented..., Problem Solving, Relationship Management, Organized Multi-tasker, Financial Modeling, Portfolio Management, Finance, Loans, Financial Analysis, Credit Analysis, Credit, Banking, Commercial Lending, Sales, Commercial Banking, Business Analysis, Business Process..., Cross-functional Team..., Business Development, Strategy
Education
Santa Clara University - Leavey School of Business 2005 — 2007
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
eRyker Discovery August 2010 - November 2013
Robert W. Johnson & Associates April 2008 - June 2009
Wells Fargo Bank June 2004 - September 2006
Union Bank of California September 2000 - May 2004
Skills
Possess strong..., Interpersonal..., Goal-oriented..., Problem Solving, Relationship Management, Organized Multi-tasker, Financial Modeling, Portfolio Management, Finance, Loans, Financial Analysis, Credit Analysis, Credit, Banking, Commercial Lending, Sales, Commercial Banking, Business Analysis, Business Process..., Cross-functional Team..., Business Development, Strategy
Education
Santa Clara University - Leavey School of Business 2005 — 2007
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Al Webster, PMP's Union Bank of California Experience September 2001 - September 2005
Job Project Manager Business Manager
Industry Information Services
Experience
WCG September 2005 - Present
PMI-SFBAC 2007 - 2013
Taproot Foundation 2005 - 2012
Union Bank of California September 2001 - September 2005
Eltegra Corporation 2000 - 2001
NetConnect Technologies Ltd. 1984 - 2000
British Petroleum - Sohio Exploration and Development 1980 - 1984
Xerox Corporation 1977 - 1980
Xerox Computer Services 1976 - 1979
Blue Cross Association 1974 - 1976
Skills
Certified Project..., PMP, Process Engineering, Vendor Management, Product Management, Customer Service, Employee Relations, Management
Education
University of Washington 2004 — 2004
Executive Banking Program
University of California, Berkeley 2001 — 2001
Certificate, Telecommunications Engineering
Wayne State University
BS Engineering, Industrial/Operations Research
Wayne State University
MBA, Management and Marketing
WCG September 2005 - Present
PMI-SFBAC 2007 - 2013
Taproot Foundation 2005 - 2012
Union Bank of California September 2001 - September 2005
Eltegra Corporation 2000 - 2001
NetConnect Technologies Ltd. 1984 - 2000
British Petroleum - Sohio Exploration and Development 1980 - 1984
Xerox Corporation 1977 - 1980
Xerox Computer Services 1976 - 1979
Blue Cross Association 1974 - 1976
Skills
Certified Project..., PMP, Process Engineering, Vendor Management, Product Management, Customer Service, Employee Relations, Management
Education
University of Washington 2004 — 2004
Executive Banking Program
University of California, Berkeley 2001 — 2001
Certificate, Telecommunications Engineering
Wayne State University
BS Engineering, Industrial/Operations Research
Wayne State University
MBA, Management and Marketing
Javier Treviño Jr., PMP's Union Bank of California Experience 2001 - 2005
Job I.T. Project Manager
Industry Information Technology and Services
Experience
Security Service Federal Credit Union November 2009 - Present
Global Wave Group November 2007 - September 2009
Countrywide Bank August 2005 - November 2007
Union Bank of California 2001 - 2005
Skills
Software Project..., Software Product..., Process Improvement, Business Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 1989 — 1993
BBA, Accounting
Vanderbilt University
BAI Bank Operations & Technology Program
Security Service Federal Credit Union November 2009 - Present
Global Wave Group November 2007 - September 2009
Countrywide Bank August 2005 - November 2007
Union Bank of California 2001 - 2005
Skills
Software Project..., Software Product..., Process Improvement, Business Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 1989 — 1993
BBA, Accounting
Vanderbilt University
BAI Bank Operations & Technology Program
Robert Skillings's Union Bank of California Experience April 2007 - August 2011
Job AVP, Senior Analyst at Union Bank
Industry Computer Software
Experience
Union Bank March 2011 - Present
Union Bank of California April 2007 - August 2011
RFP Express August 2006 - November 2006
Fidelity Information Services June 1990 - July 2006
Skills
Test Automation, Quality Assurance, Integration, Requirements Analysis, Requirements Gathering, SDLC, Software Project..., Visio
Education
San Diego State University-California State University 1983 — 1987
Bachelors of Science, Business Administration with an emphasis in MIS
University of San Diego 1980 — 1981
Dual major - Biology & Chemistry (Pre-med)
Union Bank March 2011 - Present
Union Bank of California April 2007 - August 2011
RFP Express August 2006 - November 2006
Fidelity Information Services June 1990 - July 2006
Skills
Test Automation, Quality Assurance, Integration, Requirements Analysis, Requirements Gathering, SDLC, Software Project..., Visio
Education
San Diego State University-California State University 1983 — 1987
Bachelors of Science, Business Administration with an emphasis in MIS
University of San Diego 1980 — 1981
Dual major - Biology & Chemistry (Pre-med)
Cass Dabbs's Union Bank of California Experience May 2005 - September 2007
Job Director, Contracts at Websense, Inc
Industry Legal Services
Experience
Websense, Inc September 2007 - Present
Union Bank of California May 2005 - September 2007
IBM Corporation June 2004 - May 2005
Candle Corporation November 1995 - June 2004
Skills
Contract Negotiation, Strategy, Telecommunications, Negotiation, Management, Contract Management, Licensing, Networking, SaaS, Professional Services, Leadership, Analysis, Solution Selling, Mergers & Acquisitions, Sales Process, Integration, Salesforce.com, Security
Education
Southwestern Law School 1999 — 2003
JD, Law
University of Southern California 1990 — 1991
MAcc, Accounting
University of Southern California - Marshall School of Business 1986 — 1989
BS, Business, Entrepreneur Emphasis
Websense, Inc September 2007 - Present
Union Bank of California May 2005 - September 2007
IBM Corporation June 2004 - May 2005
Candle Corporation November 1995 - June 2004
Skills
Contract Negotiation, Strategy, Telecommunications, Negotiation, Management, Contract Management, Licensing, Networking, SaaS, Professional Services, Leadership, Analysis, Solution Selling, Mergers & Acquisitions, Sales Process, Integration, Salesforce.com, Security
Education
Southwestern Law School 1999 — 2003
JD, Law
University of Southern California 1990 — 1991
MAcc, Accounting
University of Southern California - Marshall School of Business 1986 — 1989
BS, Business, Entrepreneur Emphasis
Judy Mah's Union Bank of California Experience 1993 - 1997
Job Senior Project Manager, PMP, CSM
Industry Financial Services
Experience
M Squared Consulting March 2013 - Present
Visa April 2011 - September 2012
Wells Fargo July 2009 - January 2011
JPMorgan Chase (Formerly Washington Mutual) July 2007 - January 2009
Washington Mutual/Providian Financial April 1997 - December 2006
Union Bank of California 1993 - 1997
City National Bank March 1993 - October 1993
Wells Fargo Bank August 1989 - March 1993
Skills
PMP, SDLC, Coaching and Mentoring, Financial Analysis and..., Vendor Management, Financial Analysis, Change Management, Business Analysis, Process Improvement, Forecasting, Project Management, Program Management, Software Project..., Business Process..., Project Portfolio..., Portfolio Management, Analysis, Data Analysis, Training, Quality Assurance, Business Process, SharePoint, Banking, Cross-functional Team..., Business Intelligence, Data Warehousing, Requirements Gathering, PMO, Finance, Risk Management, Agile Methodologies, CRM, Software Documentation, IT Strategy, Visio, Analytics, Resource Management, Business Requirements, Integration
Education
San Francisco State University 1985 — 1988
MBA, Finance
San Francisco State University, College of Business 1982 — 1985
BS, Information Systems
M Squared Consulting March 2013 - Present
Visa April 2011 - September 2012
Wells Fargo July 2009 - January 2011
JPMorgan Chase (Formerly Washington Mutual) July 2007 - January 2009
Washington Mutual/Providian Financial April 1997 - December 2006
Union Bank of California 1993 - 1997
City National Bank March 1993 - October 1993
Wells Fargo Bank August 1989 - March 1993
Skills
PMP, SDLC, Coaching and Mentoring, Financial Analysis and..., Vendor Management, Financial Analysis, Change Management, Business Analysis, Process Improvement, Forecasting, Project Management, Program Management, Software Project..., Business Process..., Project Portfolio..., Portfolio Management, Analysis, Data Analysis, Training, Quality Assurance, Business Process, SharePoint, Banking, Cross-functional Team..., Business Intelligence, Data Warehousing, Requirements Gathering, PMO, Finance, Risk Management, Agile Methodologies, CRM, Software Documentation, IT Strategy, Visio, Analytics, Resource Management, Business Requirements, Integration
Education
San Francisco State University 1985 — 1988
MBA, Finance
San Francisco State University, College of Business 1982 — 1985
BS, Information Systems
Kelly Votava's Union Bank of California Experience 1992 - 1996
Job Credit Analyst
Industry Banking
Experience
Union Bank of California 1992 - 1996
Bank of California 1992 - 1996
Skills
Banking, Analysis, Business Analysis, Management, Project Management, Change Management, Leadership, Auditing, Team Leadership, Business Planning, Budgets, Program Management, Strategy, Team Management, Negotiation, Cross-functional Team..., Vendor Management, Business Intelligence, Marketing, New Business Development
Education
Seattle University 1987 — 1992
Bachelor of Business Administration (B.B.A.), Additional Mathematics Major
Union Bank of California 1992 - 1996
Bank of California 1992 - 1996
Skills
Banking, Analysis, Business Analysis, Management, Project Management, Change Management, Leadership, Auditing, Team Leadership, Business Planning, Budgets, Program Management, Strategy, Team Management, Negotiation, Cross-functional Team..., Vendor Management, Business Intelligence, Marketing, New Business Development
Education
Seattle University 1987 — 1992
Bachelor of Business Administration (B.B.A.), Additional Mathematics Major
Grace Lai's Union Bank of California Experience April 2001 - September 2002
Job Business Analyst at ServiceLink, a Black Knight company
Industry Education Management
Experience
ServiceLink, a Black Knight company February 2015 - Present
Corinthian Colleges, Inc. June 2014 - January 2015
JPMorgan Chase October 2011 - November 2013
First American Title May 2010 - September 2011
First American Title September 2007 - May 2010
Argent Mortgage Company, LLC March 2003 - May 2007
DOWNEY SAVINGS AND LOAN September 2002 - March 2003
UNION BANK OF CALIFORNIA April 2001 - September 2002
Skills
Mortgage Lending, SQL, Microsoft Excel, Visio, Loan Servicing, Collection Systems, Ad Hoc Reporting, Cognos, Access, XML, PowerPoint, Excel Pivot, Loan Modifications, Loan Origination, Loan Closings, Loan Documents, Loan Pricing, Loan Auditing, User Acceptance Testing, Credit, Mortgage Servicing, Financial Analysis, Risk Management, Consumer Lending, Loss Mitigation, Asset Management, Portfolio Management, Loans, Credit Risk, Financial Modeling, Banking, Insurance, Analysis, Finance, Call Centers, Business Analysis, Process Improvement
Education
The Ohio State University
BS, Actuarial Science
ServiceLink, a Black Knight company February 2015 - Present
Corinthian Colleges, Inc. June 2014 - January 2015
JPMorgan Chase October 2011 - November 2013
First American Title May 2010 - September 2011
First American Title September 2007 - May 2010
Argent Mortgage Company, LLC March 2003 - May 2007
DOWNEY SAVINGS AND LOAN September 2002 - March 2003
UNION BANK OF CALIFORNIA April 2001 - September 2002
Skills
Mortgage Lending, SQL, Microsoft Excel, Visio, Loan Servicing, Collection Systems, Ad Hoc Reporting, Cognos, Access, XML, PowerPoint, Excel Pivot, Loan Modifications, Loan Origination, Loan Closings, Loan Documents, Loan Pricing, Loan Auditing, User Acceptance Testing, Credit, Mortgage Servicing, Financial Analysis, Risk Management, Consumer Lending, Loss Mitigation, Asset Management, Portfolio Management, Loans, Credit Risk, Financial Modeling, Banking, Insurance, Analysis, Finance, Call Centers, Business Analysis, Process Improvement
Education
The Ohio State University
BS, Actuarial Science
Paul Oda's Union Bank of California Experience 1994 - 2006
Job Vice President / Portfolio Manager
Industry Financial Services
Experience
Manufacturers Bank May 2012 - Present
Chase Investment Services March 2011 - May 2012
City National Bank October 2008 - September 2010
Morgan Stanley Dean Witter 2006 - October 2008
Union Bank of California 1994 - 2006
Education
University of California, Berkeley 1980 — 1984
BA, Political Science
Manufacturers Bank May 2012 - Present
Chase Investment Services March 2011 - May 2012
City National Bank October 2008 - September 2010
Morgan Stanley Dean Witter 2006 - October 2008
Union Bank of California 1994 - 2006
Education
University of California, Berkeley 1980 — 1984
BA, Political Science
Josephine J Sharma's Union Bank of California Experience September 1992 - August 2006
Job
Industry Banking
Experience
Union Bank of California September 1992 - August 2006
Bank of California February 1985 - August 1992
Skills
AML, Internal Audit, Financial Analysis
Education
San Francisco State University
Union Bank of California September 1992 - August 2006
Bank of California February 1985 - August 1992
Skills
AML, Internal Audit, Financial Analysis
Education
San Francisco State University
Jonathan Fong's Union Bank of California Experience July 2000 - March 2006
Job Revenue Planning Manager.
Industry Telecommunications
Experience
Aviat Networks September 2014 - Present
Canadian Solar Inc. April 2014 - September 2014
Trina Solar April 2012 - March 2014
First Solar April 2011 - February 2012
AVer Information Inc. October 2009 - September 2010
Axway February 2008 - October 2009
BDO Seidman LLP March 2006 - April 2007
Union Bank of California July 2000 - March 2006
Skills
Forecasting, Auditing, Microsoft Excel, Internal Controls, Pricing, Financial Modeling, Financial Analysis, Financial Reporting, Corporate Finance, Budgets, Process Improvement, Start-ups, Accounting, Due Diligence, Analysis, Sec 1603 Cash Grant for..., Internal Audit
Education
University of California, Berkeley 1994 — 1999
BA, Economics
San Jose State University
Accounting
Aviat Networks September 2014 - Present
Canadian Solar Inc. April 2014 - September 2014
Trina Solar April 2012 - March 2014
First Solar April 2011 - February 2012
AVer Information Inc. October 2009 - September 2010
Axway February 2008 - October 2009
BDO Seidman LLP March 2006 - April 2007
Union Bank of California July 2000 - March 2006
Skills
Forecasting, Auditing, Microsoft Excel, Internal Controls, Pricing, Financial Modeling, Financial Analysis, Financial Reporting, Corporate Finance, Budgets, Process Improvement, Start-ups, Accounting, Due Diligence, Analysis, Sec 1603 Cash Grant for..., Internal Audit
Education
University of California, Berkeley 1994 — 1999
BA, Economics
San Jose State University
Accounting
Christine Lomas's Union Bank of California Experience July 1998 - November 2003
Job HR
Industry Financial Services
Experience
RestorixHealth (formerly The Center for Wound Healing) December 2009 - Present
Ciena Capital LLC January 2008 - June 2009
Business Loan Express (BLX) November 2003 - December 2007
Union Bank of California July 1998 - November 2003
Skills
Talent Acquisition, Employee Relations, Employee Benefits, Benefits Administration, Human Resources, Applicant Tracking..., Onboarding, Recruiting, Talent Management, Technical Recruiting, Team Building, HIPAA, Performance Management, Healthcare, HRIS, Deferred Compensation, Payroll, Policy, Employment Law
Education
Siena College 1994 — 1998
RestorixHealth (formerly The Center for Wound Healing) December 2009 - Present
Ciena Capital LLC January 2008 - June 2009
Business Loan Express (BLX) November 2003 - December 2007
Union Bank of California July 1998 - November 2003
Skills
Talent Acquisition, Employee Relations, Employee Benefits, Benefits Administration, Human Resources, Applicant Tracking..., Onboarding, Recruiting, Talent Management, Technical Recruiting, Team Building, HIPAA, Performance Management, Healthcare, HRIS, Deferred Compensation, Payroll, Policy, Employment Law
Education
Siena College 1994 — 1998
Shruti Garg's Union Bank of California Experience October 2006 - October 2007
Job Project Manager, Strategic Account Management at Switchfly, Inc.
Industry Computer Software
Experience
Switchfly, Inc. November 2007 - Present
Union Bank Of California October 2006 - October 2007
Polaris Software August 2004 - December 2005
Skills
CRM, Management, Business Analysis, Agile Methodologies, SDLC, Requirements Analysis, Requirements Gathering, Product Management, Agile Project Management, Project Management, Scrum, Visio, Software Project..., SaaS, E-commerce, Program Management, Analytics, XML, Process Improvement, Java, IT Strategy, Software Development
Education
University of California, Berkeley 2009 — 2009
Certification in Project Management
Thapar Institute of Engineering and Technology 2000 — 2004
Bachelor's degree, Chemical Engineering
Switchfly, Inc. November 2007 - Present
Union Bank Of California October 2006 - October 2007
Polaris Software August 2004 - December 2005
Skills
CRM, Management, Business Analysis, Agile Methodologies, SDLC, Requirements Analysis, Requirements Gathering, Product Management, Agile Project Management, Project Management, Scrum, Visio, Software Project..., SaaS, E-commerce, Program Management, Analytics, XML, Process Improvement, Java, IT Strategy, Software Development
Education
University of California, Berkeley 2009 — 2009
Certification in Project Management
Thapar Institute of Engineering and Technology 2000 — 2004
Bachelor's degree, Chemical Engineering
Sheryl Nelson's Union Bank of California Experience August 1994 - July 2009
Job Branch Manager at US Bank
Industry Banking
Experience
US Bank January 2012 - Present
SJ Nelson Enterprises May 2010 - January 2012
Balboa Realty January 2010 - January 2012
Union Bank of California August 1994 - July 2009
Skills
Banking, Loans, Customer Service, Commercial Banking, Team Leadership, Leadership, Mortgage Lending, Training, Real Estate, Credit, Strategic Planning, Customer Retention, Commercial Lending, Marketing, Sales, Residential Homes, Management, Financial Analysis, Business Development, Commercial Real Estate, Customer Satisfaction, Small Business Lending, Sales Management
Education
San Diego State University-California State University 1971 — 1975
BA, English
US Bank January 2012 - Present
SJ Nelson Enterprises May 2010 - January 2012
Balboa Realty January 2010 - January 2012
Union Bank of California August 1994 - July 2009
Skills
Banking, Loans, Customer Service, Commercial Banking, Team Leadership, Leadership, Mortgage Lending, Training, Real Estate, Credit, Strategic Planning, Customer Retention, Commercial Lending, Marketing, Sales, Residential Homes, Management, Financial Analysis, Business Development, Commercial Real Estate, Customer Satisfaction, Small Business Lending, Sales Management
Education
San Diego State University-California State University 1971 — 1975
BA, English
Lorie Goulart's Union Bank of California Experience July 2001 - January 2003
Job Relationship Advisor at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank October 2008 - Present
SVB Financial Group February 2006 - September 2008
SVB Financial Group October 2003 - February 2006
Union Bank of California July 2001 - January 2003
Chevy's Fresh Mex Restaurant January 1998 - January 2001
Skills
Acting, Stage Performance, Stage Management, Performing
Education
San Jose State University 1998 — 2003
BA, Radio-Television-Film
Santa Clara High School 1994 — 1998
Silicon Valley Bank October 2008 - Present
SVB Financial Group February 2006 - September 2008
SVB Financial Group October 2003 - February 2006
Union Bank of California July 2001 - January 2003
Chevy's Fresh Mex Restaurant January 1998 - January 2001
Skills
Acting, Stage Performance, Stage Management, Performing
Education
San Jose State University 1998 — 2003
BA, Radio-Television-Film
Santa Clara High School 1994 — 1998
Derek Larson's Union Bank of California Experience August 2007 - Present
Job System Specialist at Union Bank
Industry Information Technology and Services
Experience
Union Bank of California August 2007 - Present
Warner Music Group January 2001 - July 2007
Education
University of Iowa
Université de Montréal
Union Bank of California August 2007 - Present
Warner Music Group January 2001 - July 2007
Education
University of Iowa
Université de Montréal
Henry Morgan's Union Bank of California Experience
Job Financial Analyst Consultant at Union Bank of California
Industry Financial Services
Experience
Union Bank of California
Skills
Financial Analysis, Financial Modeling, Business Analysis, Risk Management, Banking, Corporate Finance, Portfolio Management, Essbase, Financial Reporting, Credit, Analytics, Process Improvement, Business Intelligence, Business Objects, Investments, Forecasting, SQL, Strategic Planning, SDLC, Data Analysis
Education
Tufts University 1993 — 1997
Union Bank of California
Skills
Financial Analysis, Financial Modeling, Business Analysis, Risk Management, Banking, Corporate Finance, Portfolio Management, Essbase, Financial Reporting, Credit, Analytics, Process Improvement, Business Intelligence, Business Objects, Investments, Forecasting, SQL, Strategic Planning, SDLC, Data Analysis
Education
Tufts University 1993 — 1997
Ronald Ng's Union Bank of California Experience 2002 - 2006
Job Service Account Manager at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ OMX March 2014 - Present
NASDAQ OMX June 2013 - March 2014
Thomson Reuters February 2013 - June 2013
Thomson Reuters August 2007 - January 2013
Thomson Reuters May 2006 - August 2007
Union Bank of California 2002 - 2006
Skills
Capital Markets, Financial Services, Salesforce.com, Financial Markets, Account Management, Thomson One Banker, ThomsonOne, Microsoft Excel, Competitive Intelligence, Onboarding, Siebel, Training, Market Data, Investor Relations, Sales
Education
San Francisco State University 2003 — 2005
BS, Corporate Finance & Financial Services
NASDAQ OMX March 2014 - Present
NASDAQ OMX June 2013 - March 2014
Thomson Reuters February 2013 - June 2013
Thomson Reuters August 2007 - January 2013
Thomson Reuters May 2006 - August 2007
Union Bank of California 2002 - 2006
Skills
Capital Markets, Financial Services, Salesforce.com, Financial Markets, Account Management, Thomson One Banker, ThomsonOne, Microsoft Excel, Competitive Intelligence, Onboarding, Siebel, Training, Market Data, Investor Relations, Sales
Education
San Francisco State University 2003 — 2005
BS, Corporate Finance & Financial Services
Russell Biswell's Union Bank of California Experience 2004 - 2006
Job Managing Director, Sr. Vice President Equity Fund Services at Comerica Bank
Industry Banking
Experience
Comerica Bank July 2013 - Present
Comerica Bank August 2008 - July 2013
Comerica Bank September 2006 - August 2008
Union Bank of California 2004 - 2006
Silicon Valley Bank August 1998 - 2004
Comerica Bank August 1990 - August 1998
Skills
Commercial Banking, Private Equity, Venture Capital, Asset Based Lending, Commercial Lending, Middle Market, Portfolio Management, Credit Analysis, Credit, Loans, Banking, Financial Analysis, Treasury Management, Corporate Finance, Private Banking, Underwriting, Equities, Financial Services
Education
San Jose State University
Bachelor of Business Administration (B.B.A.), Finance
Los Gatos High School
Comerica Bank July 2013 - Present
Comerica Bank August 2008 - July 2013
Comerica Bank September 2006 - August 2008
Union Bank of California 2004 - 2006
Silicon Valley Bank August 1998 - 2004
Comerica Bank August 1990 - August 1998
Skills
Commercial Banking, Private Equity, Venture Capital, Asset Based Lending, Commercial Lending, Middle Market, Portfolio Management, Credit Analysis, Credit, Loans, Banking, Financial Analysis, Treasury Management, Corporate Finance, Private Banking, Underwriting, Equities, Financial Services
Education
San Jose State University
Bachelor of Business Administration (B.B.A.), Finance
Los Gatos High School
Lendy Won's Union Bank of California Experience 1993 - 1999
Job Special Assets Officer, Practice Finance at Wells Fargo
Industry Commercial Real Estate
Experience
Purely Cloud January 2014 - Present
Wells Fargo August 2009 - Present
Redwood Trust 2003 - 2008
United Commercial Bank 2003 - 2003
Atherton Capital Incorporated 2000 - 2002
Union Bank of California 1993 - 1999
LMW & Associates 1991 - 1993
Citibank 1984 - 1991
Skills
Portfolio Management, Asset Management, Risk Management, Property Management, Loan Servicing, Mortgage Lending, Loans, Due Diligence, Securitization, Finance, Commercial Real Estate, Investment Properties, Investments, Credit, Structured Finance, Real Estate Economics, Analysis, Cash Flow, Real Estate, Financial Risk
Education
San Francisco State University, College of Business 1983 — 1988
MBA, Marketing/Finance
Southern Illinois University, Carbondale 1978 — 1980
Master of Science, Health Education
Purely Cloud January 2014 - Present
Wells Fargo August 2009 - Present
Redwood Trust 2003 - 2008
United Commercial Bank 2003 - 2003
Atherton Capital Incorporated 2000 - 2002
Union Bank of California 1993 - 1999
LMW & Associates 1991 - 1993
Citibank 1984 - 1991
Skills
Portfolio Management, Asset Management, Risk Management, Property Management, Loan Servicing, Mortgage Lending, Loans, Due Diligence, Securitization, Finance, Commercial Real Estate, Investment Properties, Investments, Credit, Structured Finance, Real Estate Economics, Analysis, Cash Flow, Real Estate, Financial Risk
Education
San Francisco State University, College of Business 1983 — 1988
MBA, Marketing/Finance
Southern Illinois University, Carbondale 1978 — 1980
Master of Science, Health Education
Chris Calice's Union Bank of California Experience October 2006 - September 2008
Job Vice President / Relationship Manager at Union Bank
Industry Banking
Experience
Union Bank August 2012 - Present
Union Bank September 2008 - August 2012
Union Bank Of California October 2006 - September 2008
Skills
Strategic Financial..., Commercial Lending, Portfolio Management, Forecasting, Relationship Management, Asset Based Lending, Business Analysis, Financial Modeling
Education
UCLA Anderson School of Management
Master of Business Administration (MBA)
University of California, Davis 2001 — 2005
Bachelor of Science (BS), Managerial Economics
Union Bank August 2012 - Present
Union Bank September 2008 - August 2012
Union Bank Of California October 2006 - September 2008
Skills
Strategic Financial..., Commercial Lending, Portfolio Management, Forecasting, Relationship Management, Asset Based Lending, Business Analysis, Financial Modeling
Education
UCLA Anderson School of Management
Master of Business Administration (MBA)
University of California, Davis 2001 — 2005
Bachelor of Science (BS), Managerial Economics
Albert Langlitz's Union Bank of California Experience April 2006 - Present
Job Systems Architect at Union Bank of California
Industry Banking
Experience
Union Bank of California April 2006 - Present
Wells Fargo 2000 - 2006
Education
State University of New York at New Paltz 1970 — 1975
Union Bank of California April 2006 - Present
Wells Fargo 2000 - 2006
Education
State University of New York at New Paltz 1970 — 1975
Tom Denot's Union Bank of California Experience 2002 - 2006
Job at Seidler Equity Partners
Industry Financial Services
Experience
Seidler Equity Partners July 2010 - Present
Brightwell Capital Partners November 2008 - May 2010
Emporia Capital Management October 2006 - November 2008
Union Bank of California 2002 - 2006
Education
UCLA Anderson School of Management 2008 — 2011
MBA, Business
University of California, Berkeley 1997 — 2001
Seidler Equity Partners July 2010 - Present
Brightwell Capital Partners November 2008 - May 2010
Emporia Capital Management October 2006 - November 2008
Union Bank of California 2002 - 2006
Education
UCLA Anderson School of Management 2008 — 2011
MBA, Business
University of California, Berkeley 1997 — 2001
Bryan Bowles's Union Bank of California Experience June 1999 - December 2000
Job Vice President Corporate Develoipment and M&A at Sony Corporation of America
Industry Entertainment
Experience
ITV May 2012 - Present
Sony Corporation of America November 2007 - May 2012
Sony Pictures Ent. 2000 - August 2011
Sony Pictures Television April 2005 - July 2007
Sony Pictures Entertainment 2005 - 2007
Sony Pictures Television January 2002 - April 2005
Sony Pictures Television December 2000 - July 2002
Union Bank of California June 1999 - December 2000
GE Capital April 1998 - June 1999
Credit Suisse First Boston July 1996 - April 1998
Skills
Corporate Development, Consumer Electronics, Strategy, Pay TV, Mergers & Acquisitions, Investment Banking, Digital Media, E-commerce, Finance, Start-ups, Digital Distribution, Strategic Partnerships, Business Development, Digital Strategy, Mergers, Television, New Media, Entertainment, Online Advertising, Digital Marketing, Competitive Analysis, Strategic Planning
Education
Stanford University 1992 — 1996
Economics
ITV May 2012 - Present
Sony Corporation of America November 2007 - May 2012
Sony Pictures Ent. 2000 - August 2011
Sony Pictures Television April 2005 - July 2007
Sony Pictures Entertainment 2005 - 2007
Sony Pictures Television January 2002 - April 2005
Sony Pictures Television December 2000 - July 2002
Union Bank of California June 1999 - December 2000
GE Capital April 1998 - June 1999
Credit Suisse First Boston July 1996 - April 1998
Skills
Corporate Development, Consumer Electronics, Strategy, Pay TV, Mergers & Acquisitions, Investment Banking, Digital Media, E-commerce, Finance, Start-ups, Digital Distribution, Strategic Partnerships, Business Development, Digital Strategy, Mergers, Television, New Media, Entertainment, Online Advertising, Digital Marketing, Competitive Analysis, Strategic Planning
Education
Stanford University 1992 — 1996
Economics
Kris Shaw's Union Bank of California Experience November 2000 - May 2002
Job Senior Editor at BJJ Legends Magazine
Industry Information Technology and Services
Experience
BJJ Legends Magazine October 2007 - Present
WC Galleries 2004 - 2009
Softmaster Inc January 2003 - June 2003
Union Bank of California November 2000 - May 2002
Imperial Bank 1998 - 2000
PG&E 1998 - 1998
Primo Systems Inc 1998 - 1998
TNRCC February 1995 - May 1997
EDS 1997 - 1997
Tipton Cole + Co 1989 - 1995
Skills
Data Warehousing, Unix, Software Documentation, Linux, Project Management, Oracle, Business Intelligence, System Administration, Troubleshooting, Servers, PL/SQL, DNS, Database Administration, TCP/IP, Coaching, Databases, Management, Networking, Integration, Social Media
Education
The University of Texas at Austin 1986 — 1994
Machado BJJ
BJJ Legends Magazine October 2007 - Present
WC Galleries 2004 - 2009
Softmaster Inc January 2003 - June 2003
Union Bank of California November 2000 - May 2002
Imperial Bank 1998 - 2000
PG&E 1998 - 1998
Primo Systems Inc 1998 - 1998
TNRCC February 1995 - May 1997
EDS 1997 - 1997
Tipton Cole + Co 1989 - 1995
Skills
Data Warehousing, Unix, Software Documentation, Linux, Project Management, Oracle, Business Intelligence, System Administration, Troubleshooting, Servers, PL/SQL, DNS, Database Administration, TCP/IP, Coaching, Databases, Management, Networking, Integration, Social Media
Education
The University of Texas at Austin 1986 — 1994
Machado BJJ
Cecily Person's Union Bank of California Experience 1997 - 1998
Job Vice President / Portfolio Management Team Leader at US Bank
Industry Banking
Experience
US Bank 2014 - Present
US Bank 2008 - 2014
Greater Bay Bank 2004 - 2008
Union Bank of California 1997 - 1998
Bank of America 1988 - 1997
Skills
Commercial Lending, Loans, Commercial Banking, Credit Analysis, Credit, Portfolio Management, Banking, Financial Analysis, Financial Modeling, Corporate Finance, Credit Risk, Mergers & Acquisitions, Marketing, Finance, Investments, Management, Nonprofits, Asset Based Lending, Middle Market
Education
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA)
University of California, Davis
US Bank 2014 - Present
US Bank 2008 - 2014
Greater Bay Bank 2004 - 2008
Union Bank of California 1997 - 1998
Bank of America 1988 - 1997
Skills
Commercial Lending, Loans, Commercial Banking, Credit Analysis, Credit, Portfolio Management, Banking, Financial Analysis, Financial Modeling, Corporate Finance, Credit Risk, Mergers & Acquisitions, Marketing, Finance, Investments, Management, Nonprofits, Asset Based Lending, Middle Market
Education
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA)
University of California, Davis
Karim Teymourtache's Union Bank of California Experience Senior Vice President and ManagerUnion Bank, N.A.August 2000 - Present
Job Market President, Greater Los Angeles Region, Commercial Banking
Industry Banking
Experience
Union Bank of California Senior Vice President and ManagerUnion Bank, N.A.August 2000 - Present
Education
University of Southern California 1987 — 1989
MBA, Finance + Marketing
University of California, Santa Barbara 1985 — 1987
Master in Business Economics, Economics
The American University of Paris 1980 — 1983
Bachelor of Arts, International Economics
Union Bank of California Senior Vice President and ManagerUnion Bank, N.A.August 2000 - Present
Education
University of Southern California 1987 — 1989
MBA, Finance + Marketing
University of California, Santa Barbara 1985 — 1987
Master in Business Economics, Economics
The American University of Paris 1980 — 1983
Bachelor of Arts, International Economics
Sutapa Choudhury's Union Bank of California Experience 2004 - 2006
Job Data Analyst and Data Migration Specialist at Ventera
Industry Computer Software
Experience
Ventera October 2012 - Present
FTI Consulting May 2008 - September 2012
FHLBSF May 2007 - May 2008
Northern Arizona University August 2006 - February 2007
Union Bank of California 2004 - 2006
Optech Systems 2000 - 2002
Klein Management Systems, Inc. 1995 - 2000
Skills
Microsoft SQL Server, Business Analysis, SQL, Risk Management, Litigation Support, Banking, Strategic Planning, Data Analysis, Account Management, Computer Forensics
Education
University of Calcutta
BA, Literature
Ventera October 2012 - Present
FTI Consulting May 2008 - September 2012
FHLBSF May 2007 - May 2008
Northern Arizona University August 2006 - February 2007
Union Bank of California 2004 - 2006
Optech Systems 2000 - 2002
Klein Management Systems, Inc. 1995 - 2000
Skills
Microsoft SQL Server, Business Analysis, SQL, Risk Management, Litigation Support, Banking, Strategic Planning, Data Analysis, Account Management, Computer Forensics
Education
University of Calcutta
BA, Literature
Long Sandy's Union Bank of California Experience March 2008 - Present
Job Project Coordinator at EPIC
Industry Hospital & Health Care
Experience
Union Bank of California March 2008 - Present
Education
Shih Chien University
Union Bank of California March 2008 - Present
Education
Shih Chien University
Myrtle Dawana's Union Bank of California Experience September 2006 - July 2009
Job Human Resources / Business Consultant
Industry Banking
Experience
HR/Business Consultant January 2012 - Present
Sutter Delta Medical Center January 2010 - April 2010
Union Bank of California September 2006 - July 2009
Shoe Pavilion 2001 - 2005
Skills
Coaching, Training, Microsoft Excel, HR Transformation, Payroll, Banking, Recruiting, Team Building, Onboarding, Leadership, Customer Service, Change Management, FLSA
Education
California State University-East Bay
B.S., Management
Chapman University
SPHR
San Francisco State University
Psychology
University of California, Berkeley
Training and Learning in Organizations
HR/Business Consultant January 2012 - Present
Sutter Delta Medical Center January 2010 - April 2010
Union Bank of California September 2006 - July 2009
Shoe Pavilion 2001 - 2005
Skills
Coaching, Training, Microsoft Excel, HR Transformation, Payroll, Banking, Recruiting, Team Building, Onboarding, Leadership, Customer Service, Change Management, FLSA
Education
California State University-East Bay
B.S., Management
Chapman University
SPHR
San Francisco State University
Psychology
University of California, Berkeley
Training and Learning in Organizations
Christopher Bane's Union Bank of California Experience March 2006 - April 2007
Job Commercial Loan Officer at CDC Small Business Finance
Industry Financial Services
Experience
CDC Small Business Finance November 2012 - Present
JPMorgan Chase April 2007 - November 2012
Union Bank of California March 2006 - April 2007
Skills
Commercial Banking, Credit, Banking, Small Business Lending, Credit Analysis, Underwriting, Portfolio Management, SBA, Treasury Management, Real Estate Financing, Small Business, Business Development, Finance, Commercial Lending, Relationship Management, Commercial Real Estate, Asset Management, Corporate Finance, Due Diligence, Financial Services, Financial Analysis, Financial Structuring, Funding, Loan Origination, Loans, Management, Marketing, Mortgage Banking, Real Estate, Real Estate Economics, Risk Management, SBA 504, Sales
Education
University of Arizona 1998 — 2003
BS, American History (United States)
Saguaro High School 1992 — 1996
CDC Small Business Finance November 2012 - Present
JPMorgan Chase April 2007 - November 2012
Union Bank of California March 2006 - April 2007
Skills
Commercial Banking, Credit, Banking, Small Business Lending, Credit Analysis, Underwriting, Portfolio Management, SBA, Treasury Management, Real Estate Financing, Small Business, Business Development, Finance, Commercial Lending, Relationship Management, Commercial Real Estate, Asset Management, Corporate Finance, Due Diligence, Financial Services, Financial Analysis, Financial Structuring, Funding, Loan Origination, Loans, Management, Marketing, Mortgage Banking, Real Estate, Real Estate Economics, Risk Management, SBA 504, Sales
Education
University of Arizona 1998 — 2003
BS, American History (United States)
Saguaro High School 1992 — 1996
William Mclean's Union Bank of California Experience 2003 - 2008
Job Aix Administrator at Tyco
Industry Information Services
Experience
Tyco December 2011 - Present
IBM Global Business Services February 2008 - December 2011
Union Bank of California 2003 - 2008
Skills
NIM, HMC, HACMP, LPAR, pSeries, Shell Scripting, TSM, RS/6000, Virtualization, Unix Shell Scripting, GPFS, AIX, LVM, System Administration, NPIV, VIO, PowerVM, Flashcopy, DLPAR, Red Hat Linux, Disaster Recovery, Ksh, AIX Administration, NFS, tivoli storage manager, Servers, Unix, Data Center, High Availability, Capacity Planning, Cluster, DS4000, NAS, Performance Tuning, Storage Area Networks, RedHat, Business Continuity, DNS, Hardware, ITIL, Operating Systems, Enterprise Architecture, Infrastructure, Brocade, SAN, RHEL, IBM AIX, IT Operations
Education
University of Arkansas 1987 — 1992
BS, Computer Sciences and Natural Science
Tyco December 2011 - Present
IBM Global Business Services February 2008 - December 2011
Union Bank of California 2003 - 2008
Skills
NIM, HMC, HACMP, LPAR, pSeries, Shell Scripting, TSM, RS/6000, Virtualization, Unix Shell Scripting, GPFS, AIX, LVM, System Administration, NPIV, VIO, PowerVM, Flashcopy, DLPAR, Red Hat Linux, Disaster Recovery, Ksh, AIX Administration, NFS, tivoli storage manager, Servers, Unix, Data Center, High Availability, Capacity Planning, Cluster, DS4000, NAS, Performance Tuning, Storage Area Networks, RedHat, Business Continuity, DNS, Hardware, ITIL, Operating Systems, Enterprise Architecture, Infrastructure, Brocade, SAN, RHEL, IBM AIX, IT Operations
Education
University of Arkansas 1987 — 1992
BS, Computer Sciences and Natural Science
Marion McFarlane's Union Bank of California Experience 2008 - August 2010
Job Senior Compliance Specialist at Union Bank
Industry Banking
Experience
Union Bank June 2010 - Present
Union Bank of California 2008 - August 2010
Bank of America 1996 - 2007
Skills
AML, Compliance, Banking
Education
The University of Glasgow 1973 — 1977
Master of Arts (M.A.), English & French
Union Bank June 2010 - Present
Union Bank of California 2008 - August 2010
Bank of America 1996 - 2007
Skills
AML, Compliance, Banking
Education
The University of Glasgow 1973 — 1977
Master of Arts (M.A.), English & French
Sean Callum's Union Bank of California Experience September 2008 - March 2009
Job Credit Risk Officer at First Republic Bank
Industry Real Estate
Experience
First Republic Bank April 2015 - Present
First Republic Bank April 2011 - Present
Rotary Club of Oakland #3 2007 - 2014
Union Bank March 2009 - April 2011
Union Bank of California September 2008 - March 2009
Union Bank of California August 2005 - September 2008
Bridger Commercial Funding, LLC – A Commercial Mortgage Backed Securities Lender July 2004 - July 2005
Catellus Development, Inc. – Now a Subsidiary of Prologis June 2000 - June 2004
GateCapital - Start Up Commercial Real Estate Advisory and Asset Management Firm (sold) May 1998 - June 2000
Sedway Group - An Urban Economic and Real Estate Consulting Firm April 1997 - May 1998
Skills
Team Management, Loans, Credit, Real Estate, Debt, Asset Management, Banking, Due Diligence, Commercial Banking, Commercial Lending, Credit Risk, Financial Modeling, Portfolio Management, Credit Analysis, Risk Management, Real Estate Finance, Commercial Mortgages, Mergers, Market Analysis, Excel, Contract Negotiation, Real Estate Economics, Asset Managment, Disposition, Finance, Financial Analysis, Mergers, Microsoft Excel, Underwriting, Valuation, Asset Based Lending, Dispositions
Education
University of California, Berkeley
BA, Economics
First Republic Bank April 2015 - Present
First Republic Bank April 2011 - Present
Rotary Club of Oakland #3 2007 - 2014
Union Bank March 2009 - April 2011
Union Bank of California September 2008 - March 2009
Union Bank of California August 2005 - September 2008
Bridger Commercial Funding, LLC – A Commercial Mortgage Backed Securities Lender July 2004 - July 2005
Catellus Development, Inc. – Now a Subsidiary of Prologis June 2000 - June 2004
GateCapital - Start Up Commercial Real Estate Advisory and Asset Management Firm (sold) May 1998 - June 2000
Sedway Group - An Urban Economic and Real Estate Consulting Firm April 1997 - May 1998
Skills
Team Management, Loans, Credit, Real Estate, Debt, Asset Management, Banking, Due Diligence, Commercial Banking, Commercial Lending, Credit Risk, Financial Modeling, Portfolio Management, Credit Analysis, Risk Management, Real Estate Finance, Commercial Mortgages, Mergers, Market Analysis, Excel, Contract Negotiation, Real Estate Economics, Asset Managment, Disposition, Finance, Financial Analysis, Mergers, Microsoft Excel, Underwriting, Valuation, Asset Based Lending, Dispositions
Education
University of California, Berkeley
BA, Economics
Steven Rizzuto's Union Bank of California Experience January 1999 - February 2007
Job Manager, Retail Integration Administration at Union Bank, Retired
Industry Banking
Experience
McKeon-Phillips Winery 2004 - 2012
Union Bank February 2007 - April 2011
Union Bank of California January 1999 - February 2007
Union Bank of California April 1988 - 1999
Citicorp 1988 - 1990
Citicorp 1981 - 1988
Fidelity Savings & Loan Association 1976 - 1981
Skills
Sales Management, Coaching, Program Management, Retail Banking, Banking, Credit, Mortgage Lending, Relationship Management, Risk Management, Financial Analysis, Small Business Lending, Financial Modeling, Mergers, Consumer Lending, Loans, Strategy, Vendor Management, Mergers & Acquisitions, Leadership, Customer Experience, Marketing Strategy, Management, Training, Financial Services
Education
University of California, Irvine - The Paul Merage School of Business 1989 — 1991
MBA, (emphaisis: International Marketing)
San Jose State University 1970 — 1974
BS, Manpower Administration (Human Resources Management)
Westmont High School 1966 — 1970
College Preparatory
McKeon-Phillips Winery 2004 - 2012
Union Bank February 2007 - April 2011
Union Bank of California January 1999 - February 2007
Union Bank of California April 1988 - 1999
Citicorp 1988 - 1990
Citicorp 1981 - 1988
Fidelity Savings & Loan Association 1976 - 1981
Skills
Sales Management, Coaching, Program Management, Retail Banking, Banking, Credit, Mortgage Lending, Relationship Management, Risk Management, Financial Analysis, Small Business Lending, Financial Modeling, Mergers, Consumer Lending, Loans, Strategy, Vendor Management, Mergers & Acquisitions, Leadership, Customer Experience, Marketing Strategy, Management, Training, Financial Services
Education
University of California, Irvine - The Paul Merage School of Business 1989 — 1991
MBA, (emphaisis: International Marketing)
San Jose State University 1970 — 1974
BS, Manpower Administration (Human Resources Management)
Westmont High School 1966 — 1970
College Preparatory
Anthony Grafals's Union Bank of California Experience October 2000 - April 2001
Job
Industry Law Practice
Experience
Golden Rain Foundation August 2010 - Present
PMI Mortgage Insurance Co. April 2001 - August 2010
Union Bank of California October 2000 - April 2001
Harrang Long Gary Rudnick PC January 2000 - October 2000
AmSouth Bank 1999 - January 2000
SouthTrust Bank, NA 1993 - 1999
Alabama Department of Banking 1990 - 1993
Alabama Air National Guard 1986 - 1992
Household Finance 1988 - 1990
Skills
Risk Management, Employment Law, Employee Benefits, Legal Writing, Insurance, Banking, Policy, Finance, Loans, Employee Relations, Portfolio Management, Human Resources, Mortgage Lending, Corporate Law, Analysis, Negotiation, Intellectual Property, Compliance, Mergers & Acquisitions
Education
Birmingham School of Law 1991 — 1996
J.D., Law
Troy University 1985 — 1988
B.S., Finance & Economics
University of Arkansas at Little Rock 1983 — 1985
Economics & Finance
Parkview Highschool 1980 — 1983
Golden Rain Foundation August 2010 - Present
PMI Mortgage Insurance Co. April 2001 - August 2010
Union Bank of California October 2000 - April 2001
Harrang Long Gary Rudnick PC January 2000 - October 2000
AmSouth Bank 1999 - January 2000
SouthTrust Bank, NA 1993 - 1999
Alabama Department of Banking 1990 - 1993
Alabama Air National Guard 1986 - 1992
Household Finance 1988 - 1990
Skills
Risk Management, Employment Law, Employee Benefits, Legal Writing, Insurance, Banking, Policy, Finance, Loans, Employee Relations, Portfolio Management, Human Resources, Mortgage Lending, Corporate Law, Analysis, Negotiation, Intellectual Property, Compliance, Mergers & Acquisitions
Education
Birmingham School of Law 1991 — 1996
J.D., Law
Troy University 1985 — 1988
B.S., Finance & Economics
University of Arkansas at Little Rock 1983 — 1985
Economics & Finance
Parkview Highschool 1980 — 1983
Margaret Silvers,'s Union Bank of California Experience 1998 - 2002
Job Compliance Consultant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank Senior Vice President, Chief Compliance Officer & BSA OfficerGreater Bay BankJanuary 2003 - March 2008
Greater Bay Bancorp 2002 - 2008
Greater Bay Bank (acquired by Wells Fargo) 2002 - 2007
Union Bank of California 1998 - 2002
Bank of America 1970 - 1998
Skills
Bank Secrecy Act, AML, Compliance, Banking, OFAC, Policy, USA PATRIOT Act
Education
San Francisco State University 1969 — 1972
Lowell High School 1966 — 1969
Wells Fargo Bank Senior Vice President, Chief Compliance Officer & BSA OfficerGreater Bay BankJanuary 2003 - March 2008
Greater Bay Bancorp 2002 - 2008
Greater Bay Bank (acquired by Wells Fargo) 2002 - 2007
Union Bank of California 1998 - 2002
Bank of America 1970 - 1998
Skills
Bank Secrecy Act, AML, Compliance, Banking, OFAC, Policy, USA PATRIOT Act
Education
San Francisco State University 1969 — 1972
Lowell High School 1966 — 1969
Donald Prell's Union Bank of California Experience April 1967 - August 1977
Job Futurologist
Industry Research
Experience
Prell and Associates January 1955 - Present
Imperial Bank February 1980 - June 1990
Union Bank of California April 1967 - August 1977
Skills
Strategic Planning, Research, Public Speaking, Business Strategy, Strategy, Editing, Social Media, Microsoft Office, Teaching, Fundraising, Customer Service, Start-ups, Public Relations, Organizational..., Nonprofits, Analysis, Entrepreneurship, Leadership Development, Coaching, Project Planning, Leadership
Education
University College London, U. of London 1948 — 1950
C.Phil, Psychology
University of California, Los Angeles 1942 — 1948
BA, Statistics --- Psychology
Prell and Associates January 1955 - Present
Imperial Bank February 1980 - June 1990
Union Bank of California April 1967 - August 1977
Skills
Strategic Planning, Research, Public Speaking, Business Strategy, Strategy, Editing, Social Media, Microsoft Office, Teaching, Fundraising, Customer Service, Start-ups, Public Relations, Organizational..., Nonprofits, Analysis, Entrepreneurship, Leadership Development, Coaching, Project Planning, Leadership
Education
University College London, U. of London 1948 — 1950
C.Phil, Psychology
University of California, Los Angeles 1942 — 1948
BA, Statistics --- Psychology
Julie Beckley's Union Bank of California Experience November 1988 - Present
Job Vice President at Union Bank of California
Industry Banking
Experience
Union Bank of California November 1988 - Present
Education
The University of Texas at Austin
Union Bank of California November 1988 - Present
Education
The University of Texas at Austin
Richard Leung's Union Bank of California Experience February 1998 - May 2000
Job Marketing Director at Symantec
Industry Computer Software
Experience
Symantec June 2013 - Present
Symantec May 2011 - June 2013
Symantec May 2008 - May 2011
Hewlett-Packard May 2006 - May 2008
Hewlett-Packard May 2000 - May 2006
Union Bank of California February 1998 - May 2000
US Bank 1994 - 1998
Skills
Process Improvement, Vendor Management, Business Analysis, SaaS, Mergers & Acquisitions, Management, Analysis, Analytics, Project Management, Leadership, Finance, Internal Controls, Cross-functional Team..., Essbase, Financial Analysis, Strategy, Financial Modeling, ERP, Access, Team Management, Mentoring
Education
San Francisco State University 1994 — 1996
MBA, Finance
University of California, Davis 1990 — 1993
Bachelor of Arts (B.A.), Psychology
Symantec June 2013 - Present
Symantec May 2011 - June 2013
Symantec May 2008 - May 2011
Hewlett-Packard May 2006 - May 2008
Hewlett-Packard May 2000 - May 2006
Union Bank of California February 1998 - May 2000
US Bank 1994 - 1998
Skills
Process Improvement, Vendor Management, Business Analysis, SaaS, Mergers & Acquisitions, Management, Analysis, Analytics, Project Management, Leadership, Finance, Internal Controls, Cross-functional Team..., Essbase, Financial Analysis, Strategy, Financial Modeling, ERP, Access, Team Management, Mentoring
Education
San Francisco State University 1994 — 1996
MBA, Finance
University of California, Davis 1990 — 1993
Bachelor of Arts (B.A.), Psychology
Sharon Woodson-Bryant's Union Bank of California Experience July 1998 - April 2008
Job Public Relations and Communications Professional
Industry Public Relations and Communications
Experience
First 5 LA May 2008 - Present
Union Bank of California July 1998 - April 2008
Union Bank 1997 - 2007
Southern California Gas Company March 1997 - July 1998
Great Western Bank (now WAMU) December 1994 - February 1997
Skills
Media Relations, Strategic Communications, Corporate Communications, Public Relations, Crisis Communications, Copy Editing, Editing, Marketing Communications, Nonprofits, Community Development, Event Planning, Journalism, Speech Writing, Marketing, Press Releases, Internal Communications, Publicity, Fundraising, Public Affairs, Event Management, Copywriting, Community Outreach, Newsletters, Spokesperson, Government, Message Development, Web Content, Blogging, Grants
Education
The University of Kansas 1972 — 1975
MS, Journalism (News Editorial)
The University of Kansas 1966 — 1969
B.S., Journalism
Marymount College in Salina, Kansas 1965 — 1966
First 5 LA May 2008 - Present
Union Bank of California July 1998 - April 2008
Union Bank 1997 - 2007
Southern California Gas Company March 1997 - July 1998
Great Western Bank (now WAMU) December 1994 - February 1997
Skills
Media Relations, Strategic Communications, Corporate Communications, Public Relations, Crisis Communications, Copy Editing, Editing, Marketing Communications, Nonprofits, Community Development, Event Planning, Journalism, Speech Writing, Marketing, Press Releases, Internal Communications, Publicity, Fundraising, Public Affairs, Event Management, Copywriting, Community Outreach, Newsletters, Spokesperson, Government, Message Development, Web Content, Blogging, Grants
Education
The University of Kansas 1972 — 1975
MS, Journalism (News Editorial)
The University of Kansas 1966 — 1969
B.S., Journalism
Marymount College in Salina, Kansas 1965 — 1966
Christian Marsella's Union Bank of California Experience April 1998 - April 2000
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
Morgan Stanley Private Bank April 2010 - May 2014
Wells Fargo Advisors, LLC May 2006 - April 2010
Charles Schwab Bank September 2004 - May 2006
Bank of the West January 2004 - September 2004
Merrill Lynch April 2000 - January 2004
Union Bank of California April 1998 - April 2000
Skills
Mortgage Lending, Banking, Commercial Banking, Series 63, Loans, Wealth Management, Series 7, Investments, Asset Managment, Financial Analysis, Series 24, Business Development, Performance Management, Coaching, Credit Analysis, Risk Management, Consumer Banking, Tailored Lending, Portfolio Management, Training, Liquidity Solutions, Relationship Management, Asset Management, Leadership, Finance
Education
The London School of Economics and Political Science (LSE) 1995 — 1996
Masters, International Accounting and Finance
University of Southern California 1991 — 1994
Bachelors, Finance and Business Economics
J.P. Morgan May 2014 - Present
Morgan Stanley Private Bank April 2010 - May 2014
Wells Fargo Advisors, LLC May 2006 - April 2010
Charles Schwab Bank September 2004 - May 2006
Bank of the West January 2004 - September 2004
Merrill Lynch April 2000 - January 2004
Union Bank of California April 1998 - April 2000
Skills
Mortgage Lending, Banking, Commercial Banking, Series 63, Loans, Wealth Management, Series 7, Investments, Asset Managment, Financial Analysis, Series 24, Business Development, Performance Management, Coaching, Credit Analysis, Risk Management, Consumer Banking, Tailored Lending, Portfolio Management, Training, Liquidity Solutions, Relationship Management, Asset Management, Leadership, Finance
Education
The London School of Economics and Political Science (LSE) 1995 — 1996
Masters, International Accounting and Finance
University of Southern California 1991 — 1994
Bachelors, Finance and Business Economics
Charles Vandborg's Union Bank of California Experience December 1987 - July 1995
Job Credit Manager
Industry Banking
Experience
TCF Bank February 2011 - March 2014
County Financial Services December 2008 - January 2010
Capital One Auto Finance January 2006 - February 2008
Onyx Acceptance Corporation March 1997 - January 2006
WFS Financial August 1995 - March 1997
Union Bank of California December 1987 - July 1995
Bank of America July 1978 - December 1987
Skills
Credit Risk, Loans, Marketing, Underwriting, Sales Management, Consumer Lending, Negotiation, Team Building, Credit, Finance, Sales, Banking, Credit Analysis, Risk Management, Automotive, Relationship Management, Management, New Business Development, Profit, Coaching, Strategic Planning, Customer Retention, Customer Satisfaction, Leadership, Account Management
Education
San Francisco State University
TCF Bank February 2011 - March 2014
County Financial Services December 2008 - January 2010
Capital One Auto Finance January 2006 - February 2008
Onyx Acceptance Corporation March 1997 - January 2006
WFS Financial August 1995 - March 1997
Union Bank of California December 1987 - July 1995
Bank of America July 1978 - December 1987
Skills
Credit Risk, Loans, Marketing, Underwriting, Sales Management, Consumer Lending, Negotiation, Team Building, Credit, Finance, Sales, Banking, Credit Analysis, Risk Management, Automotive, Relationship Management, Management, New Business Development, Profit, Coaching, Strategic Planning, Customer Retention, Customer Satisfaction, Leadership, Account Management
Education
San Francisco State University
Peggy Boggeln's Union Bank of California Experience Systems AnalystUnion Bank1980 - Present
Job Item Processing Analyst at Union Bank of California
Industry Banking
Experience
Union Bank of California Systems AnalystUnion Bank1980 - Present
Education
University of Arizona
Union Bank of California Systems AnalystUnion Bank1980 - Present
Education
University of Arizona
Kent McKay's Union Bank of California Experience 2001 - 2003
Job Commercial Loan Review
Industry Banking
Experience
BofI Federal Bank March 2014 - Present
OneWest Bank December 2012 - March 2014
Comerica 2003 - December 2012
Union Bank of California 2001 - 2003
KPMG Advisory July 1996 - September 2001
Office of the Comptroller of the Currency January 1991 - July 1996
Office of the Comptroller of the Currency April 1985 - January 1991
Skills
Credit Risk, Credit Analysis, Financial Institutions, Commercial Lending, Credit, Loans, Financial Modeling, Risk Management, Portfolio Management, Banking, Strategic Planning, Financial Risk, Commercial Banking, Analysis, Financial Analysis, Finance, Credit Process...
Education
The University of Montana - School of Business Administration 1980 — 1985
B.S.
BofI Federal Bank March 2014 - Present
OneWest Bank December 2012 - March 2014
Comerica 2003 - December 2012
Union Bank of California 2001 - 2003
KPMG Advisory July 1996 - September 2001
Office of the Comptroller of the Currency January 1991 - July 1996
Office of the Comptroller of the Currency April 1985 - January 1991
Skills
Credit Risk, Credit Analysis, Financial Institutions, Commercial Lending, Credit, Loans, Financial Modeling, Risk Management, Portfolio Management, Banking, Strategic Planning, Financial Risk, Commercial Banking, Analysis, Financial Analysis, Finance, Credit Process...
Education
The University of Montana - School of Business Administration 1980 — 1985
B.S.
Steven Yee's Union Bank of California Experience 2006 - 2007
Job
Industry Internet
Experience
PayPal October 2012 - January 2015
PayPal September 2011 - October 2012
eBay September 2009 - September 2011
Yahoo! May 2007 - December 2008
Union Bank of California 2006 - 2007
Washington Mutual Bank 2004 - 2006
AIG Finance 1999 - 2003
Skills
Fraud Prevention, Compliance Management, Operational Risk..., Credit Control, Credit Risk, Credit Cards, Operations Management, PCI DSS, AML, Card Association, Change Management, Business Process..., Fraud, Customer Service, Merchant Services, Sales Operations, Risk Management, E-commerce, Enterprise Risk..., E-payments, Cross-functional Team..., Financial Risk, Financial Services, Internal Audit, Management, Payments, Analysis, Leadership
Education
The University of Hull
MBA, Business Administration
The University of Hong Kong
Legal Studies, Law
PayPal October 2012 - January 2015
PayPal September 2011 - October 2012
eBay September 2009 - September 2011
Yahoo! May 2007 - December 2008
Union Bank of California 2006 - 2007
Washington Mutual Bank 2004 - 2006
AIG Finance 1999 - 2003
Skills
Fraud Prevention, Compliance Management, Operational Risk..., Credit Control, Credit Risk, Credit Cards, Operations Management, PCI DSS, AML, Card Association, Change Management, Business Process..., Fraud, Customer Service, Merchant Services, Sales Operations, Risk Management, E-commerce, Enterprise Risk..., E-payments, Cross-functional Team..., Financial Risk, Financial Services, Internal Audit, Management, Payments, Analysis, Leadership
Education
The University of Hull
MBA, Business Administration
The University of Hong Kong
Legal Studies, Law
Denise Yaker - Orland's Union Bank of California Experience September 1978 - June 2001
Job n/a
Industry Financial Services
Experience
First Fidelity August 2002 - July 2010
Union Bank of California September 1978 - June 2001
Skills
Portfolio Management, Loans, Financial Analysis, Credit, Investments, Finance, Mortgage Lending, Asset Managment, Photoshop, Microsoft Excel
Education
University of Bridgeport 1972 — 1976
B.S., Secondary Education/ Spanish
First Fidelity August 2002 - July 2010
Union Bank of California September 1978 - June 2001
Skills
Portfolio Management, Loans, Financial Analysis, Credit, Investments, Finance, Mortgage Lending, Asset Managment, Photoshop, Microsoft Excel
Education
University of Bridgeport 1972 — 1976
B.S., Secondary Education/ Spanish
Chandra Guptan ChandraBose's Union Bank of California Experience September 2007 - August 2008
Job Vice President Operational Risk Data Integration at MUFG Americas
Industry Information Technology and Services
Experience
MUFG Americas March 2015 - Present
Union Bank September 2009 - March 2015
Aurora Bank FSB September 2008 - September 2009
Union Bank of California September 2007 - August 2008
iGATE January 2005 - August 2008
UBOC 2007 - 2008
Charles Schwab April 2005 - September 2007
Skills
Data Warehousing, Informatica, ETL, Teradata, Data Modeling, Erwin, XML, Databases, Banking, Business Objects, Competitive Analysis, SDLC, JSP, Java, Wholesale Banking, Retail Banking, Basel II, Unix Shell Scripting, Autosys, JavaScript, CSS, HTML, Greenplum, PostgreSQL, jQuery, Commercial Banking, Credit Risk, Credit Analysis, Reserve Analysis, Capital Allowances, Handlebars, Risk Analytics, MKS Integrity, Alpine Data Miner, AJAX, Eclipse, JSON, Selenium, Hibernate 3.1, Spring, Financial Risk, Market Risk, Total Return Swaps, Calypso, Endur, Risk Metrics, IBM Algo Credit Manager, Moodys Risk Analyst, Moodys Risk Frontier, Moody's Risk Authority
Education
The Johns Hopkins University 2014 — 2014
Computation in Data Analysis - R Programming
University of Michigan 2014 — 2014
Finance, Finance & Accounting, A
Yale University 2014 — 2014
Financial Markets, Financial Markets, A
University of California, Irvine 2013 — 2013
Certificate Program, Specialized Studies In Business Intelligence & Data Warehousing, A
Shanmugha Arts, Science, Technology and Research Academy 1999 — 2003
Bachelors Of Engineering, Electronics And Communications
MUFG Americas March 2015 - Present
Union Bank September 2009 - March 2015
Aurora Bank FSB September 2008 - September 2009
Union Bank of California September 2007 - August 2008
iGATE January 2005 - August 2008
UBOC 2007 - 2008
Charles Schwab April 2005 - September 2007
Skills
Data Warehousing, Informatica, ETL, Teradata, Data Modeling, Erwin, XML, Databases, Banking, Business Objects, Competitive Analysis, SDLC, JSP, Java, Wholesale Banking, Retail Banking, Basel II, Unix Shell Scripting, Autosys, JavaScript, CSS, HTML, Greenplum, PostgreSQL, jQuery, Commercial Banking, Credit Risk, Credit Analysis, Reserve Analysis, Capital Allowances, Handlebars, Risk Analytics, MKS Integrity, Alpine Data Miner, AJAX, Eclipse, JSON, Selenium, Hibernate 3.1, Spring, Financial Risk, Market Risk, Total Return Swaps, Calypso, Endur, Risk Metrics, IBM Algo Credit Manager, Moodys Risk Analyst, Moodys Risk Frontier, Moody's Risk Authority
Education
The Johns Hopkins University 2014 — 2014
Computation in Data Analysis - R Programming
University of Michigan 2014 — 2014
Finance, Finance & Accounting, A
Yale University 2014 — 2014
Financial Markets, Financial Markets, A
University of California, Irvine 2013 — 2013
Certificate Program, Specialized Studies In Business Intelligence & Data Warehousing, A
Shanmugha Arts, Science, Technology and Research Academy 1999 — 2003
Bachelors Of Engineering, Electronics And Communications
Susan J. Swerdloff's Union Bank of California Experience December 2008 - July 2011
Job Managing Director MUFG Union Bank
Industry Banking
Experience
MUFG Union Bank Corporate Banking October 2013 - Present
Union Bank June 2011 - October 2013
Union Bank of California December 2008 - July 2011
See Jane Build April 1999 - December 2008
Citibank 1984 - 1999
Skills
Commercial Banking, Credit, Real Estate, Investment Banking, Real Estate Development, Commercial Lending, Portfolio Management, Credit Analysis, Real Estate Financing
Education
University of Southern California - Marshall School of Business 1980 — 1982
MBA, Finance
The Johns Hopkins University 1974 — 1978
BA, Psychology
MUFG Union Bank Corporate Banking October 2013 - Present
Union Bank June 2011 - October 2013
Union Bank of California December 2008 - July 2011
See Jane Build April 1999 - December 2008
Citibank 1984 - 1999
Skills
Commercial Banking, Credit, Real Estate, Investment Banking, Real Estate Development, Commercial Lending, Portfolio Management, Credit Analysis, Real Estate Financing
Education
University of Southern California - Marshall School of Business 1980 — 1982
MBA, Finance
The Johns Hopkins University 1974 — 1978
BA, Psychology
Hillary Bleecker's Union Bank of California Experience June 2007 - Present
Job Interaction Designer at Union Bank
Industry Design
Experience
Union Bank of California June 2007 - Present
Education
University of California, Los Angeles 1998 — 2001
MFA, Painting & Drawing
San Francisco Art Institute 1994 — 1997
BFA, Painting & Drawing
University of California, Los Angeles 1987 — 1992
BA, Sociology
Union Bank of California June 2007 - Present
Education
University of California, Los Angeles 1998 — 2001
MFA, Painting & Drawing
San Francisco Art Institute 1994 — 1997
BFA, Painting & Drawing
University of California, Los Angeles 1987 — 1992
BA, Sociology
Bruce Greenwood's Union Bank of California Experience May 2003 - June 2007
Job Vice President Investments at Pacific Urban Residential
Industry Real Estate
Experience
Pacific Urban Residential November 2013 - Present
BH Properties March 2012 - October 2013
Union Bank May 2009 - March 2012
UCLA Anderson School of Management September 2007 - June 2009
Marcus & Millichap June 2008 - August 2008
Union Bank of California May 2003 - June 2007
Skills
Real Estate, Investments, REO, Asset Managment, Valuation, Real Estate Economics, Due Diligence, Financial Modeling, Disposition, Real Estate Development, Financial Analysis, Property Management, Portfolio Management, Real Estate Transactions, Investment Properties, Entrepreneurship, Real Estate Financing, Acquisitions, Asset Management, Commercial Real Estate
Education
UCLA Anderson 2007 — 2009
Master of Business Administration (MBA), Real Estate
University of California, Berkeley 1998 — 2002
BA, Economics and Urban Planning
Pacific Urban Residential November 2013 - Present
BH Properties March 2012 - October 2013
Union Bank May 2009 - March 2012
UCLA Anderson School of Management September 2007 - June 2009
Marcus & Millichap June 2008 - August 2008
Union Bank of California May 2003 - June 2007
Skills
Real Estate, Investments, REO, Asset Managment, Valuation, Real Estate Economics, Due Diligence, Financial Modeling, Disposition, Real Estate Development, Financial Analysis, Property Management, Portfolio Management, Real Estate Transactions, Investment Properties, Entrepreneurship, Real Estate Financing, Acquisitions, Asset Management, Commercial Real Estate
Education
UCLA Anderson 2007 — 2009
Master of Business Administration (MBA), Real Estate
University of California, Berkeley 1998 — 2002
BA, Economics and Urban Planning
Kristine Doss's Union Bank of California Experience August 2001 - April 2003
Job Lecturer at San Francisco State University
Industry Higher Education
Experience
San Francisco State University June 2013 - Present
San Francisco State University August 2011 - Present
San Francisco State University June 2013 - Present
Asian Art Museum May 2008 - Present
Community Health Works, San Francisco State University June 2009 - August 2010
Asian Art Museum May 2007 - May 2008
Asian Art Museum March 2003 - May 2007
Union Bank of California August 2001 - April 2003
Skills
Customer Service, Health Education, Grants, Training, Program Development, Workshop Facilitation, Community Outreach, Event Planning, Nonprofits, Fundraising, Volunteer Management, Grant Writing, Program Evaluation
Education
San Francisco State University 2011 — 2013
Master of Public Health (MPH), Community Health
San Francisco State University 2006 — 2009
BS, Health Education
San Francisco State University June 2013 - Present
San Francisco State University August 2011 - Present
San Francisco State University June 2013 - Present
Asian Art Museum May 2008 - Present
Community Health Works, San Francisco State University June 2009 - August 2010
Asian Art Museum May 2007 - May 2008
Asian Art Museum March 2003 - May 2007
Union Bank of California August 2001 - April 2003
Skills
Customer Service, Health Education, Grants, Training, Program Development, Workshop Facilitation, Community Outreach, Event Planning, Nonprofits, Fundraising, Volunteer Management, Grant Writing, Program Evaluation
Education
San Francisco State University 2011 — 2013
Master of Public Health (MPH), Community Health
San Francisco State University 2006 — 2009
BS, Health Education
Darryll Terrell's Union Bank of California Experience 2000 - 2003
Job Bank Examiner at Office of the Comptroller of the Currency
Industry Banking
Experience
Barclays Capital February 2009 - October 2010
JPMorgan Chase April 2004 - January 2009
Union Bank of California 2000 - 2003
California Bank & Trust 1997 - 2000
California Bank & Trust 1994 - 1997
Westamerica Bank 1987 - 1994
Wells Fargo Bank 1979 - 1987
Deloitte & Touche 1976 - 1979
Education
The Ohio State University
BS, Accounting
Barclays Capital February 2009 - October 2010
JPMorgan Chase April 2004 - January 2009
Union Bank of California 2000 - 2003
California Bank & Trust 1997 - 2000
California Bank & Trust 1994 - 1997
Westamerica Bank 1987 - 1994
Wells Fargo Bank 1979 - 1987
Deloitte & Touche 1976 - 1979
Education
The Ohio State University
BS, Accounting
Christin Zacharia's Union Bank of California Experience December 2008 - Present
Job AVP/Branch Manager at Union Bank of California
Industry Financial Services
Experience
Union Bank of California December 2008 - Present
SEDCorp August 2007 - Present
Placer Community Credit Union March 2006 - June 2007
Bank of the West June 2004 - July 2005
US Bank 2000 - 2002
Education
Sierra College
Business Administration
Union Bank of California December 2008 - Present
SEDCorp August 2007 - Present
Placer Community Credit Union March 2006 - June 2007
Bank of the West June 2004 - July 2005
US Bank 2000 - 2002
Education
Sierra College
Business Administration
Eileen McEntyre's Union Bank of California Experience 1989 - 1995
Job Investment Management Professional
Industry Investment Management
Experience
San Francisco Security Traders Assoc. 1989 - 2010
Morgan Stanley 2008 - 2008
Wells Fargo Securities September 2007 - December 2007
Nutmeg Securities November 1998 - May 2007
Union Bank of California 1989 - 1995
Pacific Stock Exchange 1976 - 1982
Education
University of Hawaii at Manoa 1969 — 1970
Speech Pathology & Audiology
State University of New York College at Oneonta 1963 — 1967
BA, Libral Arts, Speech
San Francisco Security Traders Assoc. 1989 - 2010
Morgan Stanley 2008 - 2008
Wells Fargo Securities September 2007 - December 2007
Nutmeg Securities November 1998 - May 2007
Union Bank of California 1989 - 1995
Pacific Stock Exchange 1976 - 1982
Education
University of Hawaii at Manoa 1969 — 1970
Speech Pathology & Audiology
State University of New York College at Oneonta 1963 — 1967
BA, Libral Arts, Speech
Howard Evans's Union Bank of California Experience November 1999 - January 2014
Job Vice President, Data Steward at MUFG Americas
Industry Banking
Experience
MUFG Americas January 2014 - Present
Union Bank of California November 1999 - January 2014
Skills
Finance, Financial Reporting, Project Management, Business Analysis, Financial Analysis, Banking, Strategic Planning, Strategy, Business Process..., Analysis, Risk Management, Leadership, Financial Services, Program Management
Education
The Ohio State University Fisher College of Business 1984 — 1988
MUFG Americas January 2014 - Present
Union Bank of California November 1999 - January 2014
Skills
Finance, Financial Reporting, Project Management, Business Analysis, Financial Analysis, Banking, Strategic Planning, Strategy, Business Process..., Analysis, Risk Management, Leadership, Financial Services, Program Management
Education
The Ohio State University Fisher College of Business 1984 — 1988
Edmund Delany's Union Bank of California Experience November 2005 - December 2009
Job Senior Director at Capital One
Industry Commercial Real Estate
Experience
Capital One January 2010 - Present
New Hope Housing July 2009 - Present
Union Bank of California November 2005 - December 2009
AFL-CIO Housing Investment Trust May 2001 - November 2005
Prudential Huntoon Paige 2000 - 2001
Skills
Affordable Housing, Real Estate Economics, Investments, Tax Credits, Real Estate Development, LIHTC, Underwriting, Loans, Finance, Loan Origination, Asset Management, Financial Analysis, Investment Properties, Real Estate Transactions, Property Management, Real Estate, Analysis, Real Estate Financing, Due Diligence, Leases, Disposition, Financial Structuring, Dispositions
Education
The University of Dallas 1977 — 1980
BA, English
Capital One January 2010 - Present
New Hope Housing July 2009 - Present
Union Bank of California November 2005 - December 2009
AFL-CIO Housing Investment Trust May 2001 - November 2005
Prudential Huntoon Paige 2000 - 2001
Skills
Affordable Housing, Real Estate Economics, Investments, Tax Credits, Real Estate Development, LIHTC, Underwriting, Loans, Finance, Loan Origination, Asset Management, Financial Analysis, Investment Properties, Real Estate Transactions, Property Management, Real Estate, Analysis, Real Estate Financing, Due Diligence, Leases, Disposition, Financial Structuring, Dispositions
Education
The University of Dallas 1977 — 1980
BA, English
Pete Demonteverde's Union Bank of California Experience February 2008 - November 2008
Job Credit Analyst at Ministry Partners Investment Company, LLC
Industry Banking
Experience
Ministry Partners Investment Company, LLC November 2011 - Present
Aluratek, Inc. November 2009 - November 2011
Union Bank of California February 2008 - November 2008
Evangelical Christian Credit Union 2002 - 2008
Citicorp 1994 - 2001
Sumitomo Bank of California 1987 - 1994
Skills
Relationship Management, Asset Based Lending, Retail Banking, Finance, Financial Risk, Loan Origination, Portfolio Management, Credit Management, Operational Risk, Asset Managment, Cash Flow
Education
University of Southern California 1982 — 1986
B.S., Business Administration - Finance
University of California, Berkeley 1983 — 1984
Ministry Partners Investment Company, LLC November 2011 - Present
Aluratek, Inc. November 2009 - November 2011
Union Bank of California February 2008 - November 2008
Evangelical Christian Credit Union 2002 - 2008
Citicorp 1994 - 2001
Sumitomo Bank of California 1987 - 1994
Skills
Relationship Management, Asset Based Lending, Retail Banking, Finance, Financial Risk, Loan Origination, Portfolio Management, Credit Management, Operational Risk, Asset Managment, Cash Flow
Education
University of Southern California 1982 — 1986
B.S., Business Administration - Finance
University of California, Berkeley 1983 — 1984
Vignette Matthews's Union Bank of California Experience June 1991 - November 2005
Job Owner of Managed Contacts
Industry Management Consulting
Experience
JPMorgan Chase February 2010 - August 2013
Comerica Bank July 2006 - February 2010
Union Bank of California June 1991 - November 2005
Skills
Banking, Commercial Banking, Leadership, Relationship Management, Strategy, CRM, Credit, Loans, Small Business Lending, Business Development, Coaching, Customer Service, Management, Financial Services, Commercial Lending, Retail Banking, Team Building, Cash Management, Sales, Strategic Financial..., Sales Management, Finance, Analysis, Customer Retention, Risk Management, Consumer Lending, Negotiation, Financial Analysis, Underwriting
Education
San Diego State University-California State University 1982 — 1985
Bachelor's degree
JPMorgan Chase February 2010 - August 2013
Comerica Bank July 2006 - February 2010
Union Bank of California June 1991 - November 2005
Skills
Banking, Commercial Banking, Leadership, Relationship Management, Strategy, CRM, Credit, Loans, Small Business Lending, Business Development, Coaching, Customer Service, Management, Financial Services, Commercial Lending, Retail Banking, Team Building, Cash Management, Sales, Strategic Financial..., Sales Management, Finance, Analysis, Customer Retention, Risk Management, Consumer Lending, Negotiation, Financial Analysis, Underwriting
Education
San Diego State University-California State University 1982 — 1985
Bachelor's degree
Armando Valdez's Union Bank of California Experience August 1997 - December 2001
Job President & CEO, HealthPoint Communications
Industry Health, Wellness and Fitness
Experience
HealthPoint Communications 1991 - Present
Valdez & Associates 1991 - 2009
Union Bank of California August 1997 - December 2001
University of California-Santa Cruz January 1990 - August 1990
Stanford University January 1980 - August 1989
Skills
Health Education, Grant Writing, Health Communication, Healthcare Information...
Education
Stanford University 1970 — 1978
PhD, Communications Research
HealthPoint Communications 1991 - Present
Valdez & Associates 1991 - 2009
Union Bank of California August 1997 - December 2001
University of California-Santa Cruz January 1990 - August 1990
Stanford University January 1980 - August 1989
Skills
Health Education, Grant Writing, Health Communication, Healthcare Information...
Education
Stanford University 1970 — 1978
PhD, Communications Research
David Ligon's Union Bank of California Experience 1997 - 2006
Job EVP & Head of Leveraged Lending at OneWest Bank
Industry Financial Services
Experience
OneWest Bank March 2011 - Present
US Banccorp May 2010 - March 2011
Brightwell Capital Partners, LP October 2008 - March 2010
Emporia Capital Management 2006 - 2008
Union Bank of California 1997 - 2006
Wells Fargo 1989 - 1997
Bank of America 1985 - 1989
Education
The University of Texas at Austin
OneWest Bank March 2011 - Present
US Banccorp May 2010 - March 2011
Brightwell Capital Partners, LP October 2008 - March 2010
Emporia Capital Management 2006 - 2008
Union Bank of California 1997 - 2006
Wells Fargo 1989 - 1997
Bank of America 1985 - 1989
Education
The University of Texas at Austin
Jason Lyn's Union Bank of California Experience December 2002 - Present
Job Vice President, Strategic Data and Analysis Manager at Union Bank
Industry Banking
Experience
Union Bank of California December 2002 - Present
Union Bank July 2007 - January 2010
Skills
Loans, Banking, Performance Management, Accounting, Strategy, Credit, Credit Analysis, Financial Analysis, Portfolio Management, Due Diligence, Business Strategy, Finance, Treasury Management
Education
University of California, Berkeley
University of California, Los Angeles
Union Bank of California December 2002 - Present
Union Bank July 2007 - January 2010
Skills
Loans, Banking, Performance Management, Accounting, Strategy, Credit, Credit Analysis, Financial Analysis, Portfolio Management, Due Diligence, Business Strategy, Finance, Treasury Management
Education
University of California, Berkeley
University of California, Los Angeles
Kenn Johnson's Union Bank of California Experience March 2006 - March 2009
Job Experienced Adult Learning and Financial Services Professional
Industry Financial Services
Experience
Humana Inc. August 2015 - Present
United States Postal Service June 2014 - June 2015
Coho Cafe November 2013 - April 2014
Fiddler's Bistro September 2012 - October 2013
Transtock, Inc. June 2011 - February 2012
Union Bank of California March 2006 - March 2009
Downey Savings & Loan, NA January 2005 - January 2006
Comp USA May 2004 - January 2005
Saturn Automotive July 2003 - January 2004
Delta Air Lines, Inc July 1997 - July 2003
Skills
Training, Project Planning, Customer Service, Management, Customer Satisfaction, Analysis, Human Resources, Public Speaking, Microsoft Excel, Time Management, Sales, Project Management, Budgets, Organizational...
Education
University of Phoenix 2003 — 2005
B.S., Business Management2005
University of Arkansas at Fayetteville 1989 — 1994
Broadcast Journalism & Drama
Humana Inc. August 2015 - Present
United States Postal Service June 2014 - June 2015
Coho Cafe November 2013 - April 2014
Fiddler's Bistro September 2012 - October 2013
Transtock, Inc. June 2011 - February 2012
Union Bank of California March 2006 - March 2009
Downey Savings & Loan, NA January 2005 - January 2006
Comp USA May 2004 - January 2005
Saturn Automotive July 2003 - January 2004
Delta Air Lines, Inc July 1997 - July 2003
Skills
Training, Project Planning, Customer Service, Management, Customer Satisfaction, Analysis, Human Resources, Public Speaking, Microsoft Excel, Time Management, Sales, Project Management, Budgets, Organizational...
Education
University of Phoenix 2003 — 2005
B.S., Business Management2005
University of Arkansas at Fayetteville 1989 — 1994
Broadcast Journalism & Drama
Mark McElwain's Union Bank of California Experience 1995 - 1996
Job Director at Citibank
Industry Banking
Experience
Citibank October 2011 - Present
Citibank January 2010 - October 2011
Citibank October 2006 - January 2010
Comerica Bank 2005 - 2006
Greater Bay Corporate Finance 1999 - 2004
BNP Paribas April 1998 - October 1999
Sumitomo Mitsui Banking Corporation August 1996 - March 1998
Union Bank of California 1995 - 1996
Skills
Syndications, Structured Finance, Capital Markets, Fixed Income, Credit Risk, Portfolio Management, Wealth Management, Asset Managment, Banking, Equities, Credit Analysis, Corporate Finance
Education
University College Dublin 1989 — 1991
M.B.S, Business
Trinity College Dublin 1985 — 1989
B.A.
St. Michael's, Dublin 1975 — 1985
Citibank October 2011 - Present
Citibank January 2010 - October 2011
Citibank October 2006 - January 2010
Comerica Bank 2005 - 2006
Greater Bay Corporate Finance 1999 - 2004
BNP Paribas April 1998 - October 1999
Sumitomo Mitsui Banking Corporation August 1996 - March 1998
Union Bank of California 1995 - 1996
Skills
Syndications, Structured Finance, Capital Markets, Fixed Income, Credit Risk, Portfolio Management, Wealth Management, Asset Managment, Banking, Equities, Credit Analysis, Corporate Finance
Education
University College Dublin 1989 — 1991
M.B.S, Business
Trinity College Dublin 1985 — 1989
B.A.
St. Michael's, Dublin 1975 — 1985
Gregory Holewinski's Union Bank of California Experience January 2000 - March 2000
Job Sr. Mortgage Underwriting/Credit Policy Analyst at Parkside Lending
Industry Financial Services
Experience
Parkside Lending April 2014 - Present
Citi December 2012 - January 2014
Citibank Texas, N.A. March 2008 - December 2012
GreenPoint Mortgage September 2004 - December 2007
Wells Fargo August 2002 - September 2004
Greenpoint Mortgage April 2000 - August 2002
Union Bank of California January 2000 - March 2000
PMI Mortgage Insurance Co. July 1997 - December 1999
Fannie Mae April 1994 - July 1997
Countrywide Mortgage August 1992 - April 1994
Skills
- Training Underwriters..., - Credit, Income, and..., - Auditing Mortgage..., Personnel Management., Credit, Loans, Risk Management, Mortgage Lending, Credit Analysis, Financial Risk, Underwriting, Loan Origination, Residential Mortgages, Loan Servicing, FHA, Financial Structuring, Training, Leadership, Management, CRM, Auditing, VA loans, Fraud, Human Resources
Education
University of California, Berkeley 1982 — 1987
BA, History - Latin American, Economic Development
San Francisco Law School 2001 — 2004
None, Law
Parkside Lending April 2014 - Present
Citi December 2012 - January 2014
Citibank Texas, N.A. March 2008 - December 2012
GreenPoint Mortgage September 2004 - December 2007
Wells Fargo August 2002 - September 2004
Greenpoint Mortgage April 2000 - August 2002
Union Bank of California January 2000 - March 2000
PMI Mortgage Insurance Co. July 1997 - December 1999
Fannie Mae April 1994 - July 1997
Countrywide Mortgage August 1992 - April 1994
Skills
- Training Underwriters..., - Credit, Income, and..., - Auditing Mortgage..., Personnel Management., Credit, Loans, Risk Management, Mortgage Lending, Credit Analysis, Financial Risk, Underwriting, Loan Origination, Residential Mortgages, Loan Servicing, FHA, Financial Structuring, Training, Leadership, Management, CRM, Auditing, VA loans, Fraud, Human Resources
Education
University of California, Berkeley 1982 — 1987
BA, History - Latin American, Economic Development
San Francisco Law School 2001 — 2004
None, Law
Kenneth Eisen's Union Bank of California Experience Vice President Trust InvestmentsUnion Bank1998 - 2011
Job Vice President at Union Bank of California
Industry Financial Services
Experience
Union Bank of California Vice President Trust InvestmentsUnion Bank1998 - 2011
National Trust & Closely Held Business Association 1998 - 2000
Coopers & Lybrand 1987 - 1992
Skills
Financial Analysis, Portfolio Management, Investment Management, Banking, Wealth Management, Financial Modeling, Investments, Valuation, Asset Management
Education
UCLA Anderson School of Management 1977 — 1979
mba, finance, marketing
University of California, Berkeley 1973 — 1975
AB, Economics
Summitt
Union Bank of California Vice President Trust InvestmentsUnion Bank1998 - 2011
National Trust & Closely Held Business Association 1998 - 2000
Coopers & Lybrand 1987 - 1992
Skills
Financial Analysis, Portfolio Management, Investment Management, Banking, Wealth Management, Financial Modeling, Investments, Valuation, Asset Management
Education
UCLA Anderson School of Management 1977 — 1979
mba, finance, marketing
University of California, Berkeley 1973 — 1975
AB, Economics
Summitt
Frank Hu's Union Bank of California Experience February 2000 - October 2005
Job database admin at ADP
Industry Investment Management
Experience
ADP August 2013 - Present
Western Asset Management March 2007 - August 2013
Cedars-Sinai Medical Center December 2005 - March 2007
Union Bank of California February 2000 - October 2005
Skills
Sybase, Oracle, Performance Tuning, Data Warehousing, Disaster Recovery, SDLC, Microsoft SQL Server, SQL, Business Intelligence, PL/SQL, Database Administration, Databases, Powershell, Data Modeling, ETL, Unix Shell Scripting, MS Project, Business Continuity, Unix, Business Analysis, Visio, SQL Tuning, Database Design, SSIS, T-SQL, Enterprise Architecture
Education
University of Alabama in Huntsville 1991 — 1993
MS, Mechanical and Aerospace
Zhejiang University 1986 — 1989
MS, Civil Engineering
Sichuan University 1979 — 1983
BS, Applied Mechanics and Mathmetics
ADP August 2013 - Present
Western Asset Management March 2007 - August 2013
Cedars-Sinai Medical Center December 2005 - March 2007
Union Bank of California February 2000 - October 2005
Skills
Sybase, Oracle, Performance Tuning, Data Warehousing, Disaster Recovery, SDLC, Microsoft SQL Server, SQL, Business Intelligence, PL/SQL, Database Administration, Databases, Powershell, Data Modeling, ETL, Unix Shell Scripting, MS Project, Business Continuity, Unix, Business Analysis, Visio, SQL Tuning, Database Design, SSIS, T-SQL, Enterprise Architecture
Education
University of Alabama in Huntsville 1991 — 1993
MS, Mechanical and Aerospace
Zhejiang University 1986 — 1989
MS, Civil Engineering
Sichuan University 1979 — 1983
BS, Applied Mechanics and Mathmetics
Abram Harris's Union Bank of California Experience 1990 - 2005
Job Regional Project Manager at CBRE
Industry Real Estate
Experience
CBRE 2010 - Present
Robert Half International October 2006 - January 2009
Union Bank of California 1990 - 2005
cb richard ellis 1990 - 2005
Skills
Real Estate, Contract Negotiation, Corporate Real Estate, Construction Management, Contract Management, Project Planning, Tenant Improvement, MS Project, Commercial Real Estate, Construction, Facilities Management, Leases, Portfolio Management, Real Estate Development, Risk Management, Strategic Planning
Education
San Francisco State University 1976 — 1981
BS, Mathmatics
CBRE 2010 - Present
Robert Half International October 2006 - January 2009
Union Bank of California 1990 - 2005
cb richard ellis 1990 - 2005
Skills
Real Estate, Contract Negotiation, Corporate Real Estate, Construction Management, Contract Management, Project Planning, Tenant Improvement, MS Project, Commercial Real Estate, Construction, Facilities Management, Leases, Portfolio Management, Real Estate Development, Risk Management, Strategic Planning
Education
San Francisco State University 1976 — 1981
BS, Mathmatics
Jessica Weiner's Union Bank of California Experience 1990 - 2000
Job Social Media Marketing Consultant
Industry Financial Services
Experience
Sloss Weiner Marketing Consulting Group November 2011 - Present
The Value Quotient January 2009 - November 2011
MassMutual April 2006 - September 2008
John Hancock February 2000 - April 2006
Union Bank of California 1990 - 2000
Bank of California (merged w/Union Bank) 1990 - 1993
Skills
Integrated Marketing, Small Business, Social Media Marketing, Relationship Management, Marketing, Social Media
Education
San Jose State University
B.A., Journalism
Sloss Weiner Marketing Consulting Group November 2011 - Present
The Value Quotient January 2009 - November 2011
MassMutual April 2006 - September 2008
John Hancock February 2000 - April 2006
Union Bank of California 1990 - 2000
Bank of California (merged w/Union Bank) 1990 - 1993
Skills
Integrated Marketing, Small Business, Social Media Marketing, Relationship Management, Marketing, Social Media
Education
San Jose State University
B.A., Journalism
Arthur Apodaca's Union Bank of California Experience May 2001 - July 2004
Job Performance Analyst at First Rate, Inc
Industry Information Technology and Services
Experience
First Rate, Inc May 2013 - Present
Robert W. Baird & Co. June 2010 - May 2013
1st Global July 2005 - June 2010
Union Bank of California May 2001 - July 2004
Bank One June 1996 - February 2001
Skills
Investment Management, Series 7, Performance Attribution, Performance Measurement, Investment Advisory, Asset Allocation, Portfolio Performance..., Series 24, Uniform Combined State..., GIPS, Institutional Equity..., Equity Trading, Series 66, Thompson One, Institutional..., Investment Performance, SMA, Unified Managed Accounts, Security APL, SQL, Equities, Investments, Mutual Funds, Portfolio Management
Education
Southern Methodist University 1992 — 1996
Bachelor of Science with Financial Applications (B.S.F.A)
First Rate, Inc May 2013 - Present
Robert W. Baird & Co. June 2010 - May 2013
1st Global July 2005 - June 2010
Union Bank of California May 2001 - July 2004
Bank One June 1996 - February 2001
Skills
Investment Management, Series 7, Performance Attribution, Performance Measurement, Investment Advisory, Asset Allocation, Portfolio Performance..., Series 24, Uniform Combined State..., GIPS, Institutional Equity..., Equity Trading, Series 66, Thompson One, Institutional..., Investment Performance, SMA, Unified Managed Accounts, Security APL, SQL, Equities, Investments, Mutual Funds, Portfolio Management
Education
Southern Methodist University 1992 — 1996
Bachelor of Science with Financial Applications (B.S.F.A)
Rachel Sams's Union Bank of California Experience December 2006 - August 2008
Job Human Resources Coordinator at Merge Healthcare
Industry Human Resources
Experience
Merge Healthcare (formerly DR Systems, Inc.) October 2013 - Present
Independence House November 2007 - Present
OncoSec Medical, Inc. September 2012 - October 2013
Payrolling.com November 2009 - September 2012
Payrolling.com Corporation November 2009 - April 2010
Mitchell International, Inc April 2009 - November 2009
Union Bank of California December 2006 - August 2008
Union Bank of California February 2006 - December 2006
Union Bank November 2005 - February 2006
Subway June 2004 - November 2005
Skills
Training, Applicant Tracking..., Recruiting, Human Resources, Payroll, HRIS, Talent Acquisition, New Hire Orientations, Employee Benefits, Performance Management, Employee Relations, Workforce Planning, Interviews, Hiring, Customer Service, Onboarding, Benefits Administration
Education
San Diego State University-California State University 2001 — 2008
Bachelors, Psychology
San Diego State University-California State University
Certificate, Human Resources Management
Merge Healthcare (formerly DR Systems, Inc.) October 2013 - Present
Independence House November 2007 - Present
OncoSec Medical, Inc. September 2012 - October 2013
Payrolling.com November 2009 - September 2012
Payrolling.com Corporation November 2009 - April 2010
Mitchell International, Inc April 2009 - November 2009
Union Bank of California December 2006 - August 2008
Union Bank of California February 2006 - December 2006
Union Bank November 2005 - February 2006
Subway June 2004 - November 2005
Skills
Training, Applicant Tracking..., Recruiting, Human Resources, Payroll, HRIS, Talent Acquisition, New Hire Orientations, Employee Benefits, Performance Management, Employee Relations, Workforce Planning, Interviews, Hiring, Customer Service, Onboarding, Benefits Administration
Education
San Diego State University-California State University 2001 — 2008
Bachelors, Psychology
San Diego State University-California State University
Certificate, Human Resources Management
Karen Smith, CFA's Union Bank of California Experience March 1996 - August 1998
Job Chief Financial Officer at Connex Credit Union
Industry Financial Services
Experience
Connex Credit Union 2013 - Present
Portfolio Analysis Systems, LLC August 2002 - August 2013
Financial Oxygen January 2000 - July 2002
Independent Product Management Consultant August 1998 - January 2000
Union Bank of California March 1996 - August 1998
State Street Bank September 1991 - August 1996
Skills
Product Management, Business Strategy, Management, Leadership, Product Development, Management Consulting, Marketing Strategy, Marketing, Integration, Finance, Accounting, Competitive Analysis, Strategy, Start-ups, Analysis, Strategic Planning, Financial Services
Education
Stanford University Graduate School of Business 1989 — 1991
Masters Business Administration, Finance
University of California, San Diego 1980 — 1984
Bachelor of Science, Economics
Connex Credit Union 2013 - Present
Portfolio Analysis Systems, LLC August 2002 - August 2013
Financial Oxygen January 2000 - July 2002
Independent Product Management Consultant August 1998 - January 2000
Union Bank of California March 1996 - August 1998
State Street Bank September 1991 - August 1996
Skills
Product Management, Business Strategy, Management, Leadership, Product Development, Management Consulting, Marketing Strategy, Marketing, Integration, Finance, Accounting, Competitive Analysis, Strategy, Start-ups, Analysis, Strategic Planning, Financial Services
Education
Stanford University Graduate School of Business 1989 — 1991
Masters Business Administration, Finance
University of California, San Diego 1980 — 1984
Bachelor of Science, Economics
Daniel Emilio Machuca's Union Bank of California Experience May 2005 - December 2009
Job Design Professional and Co Owner of PhotoChūkes Photography
Industry Marketing and Advertising
Experience
PhotoChūkes Photography August 2014 - Present
Sysco April 2013 - August 2014
Aspera, Inc. November 2012 - April 2013
Ex'pression College December 2010 - July 2012
Union Bank of California May 2005 - December 2009
Aquent May 2003 - May 2005
Credit Suisse June 2000 - May 2003
Skills
Graphic Design, Maya, Photoshop, Art Direction, Photography, Adobe Creative Suite, Advertising, Illustrator, After Effects, Dreamweaver, Flash, Multimedia, Mudbox, Web Content Management, Nuke, Graphics, Layout, Art, Modo, Premiere, Zbrush, 3D Modeling, Video Production, Video, Integrated Marketing, Logo Design, Marketing Strategy, Animation, InDesign, Image Editing, Post Production, Video Editing, Digital Photography, Computer Animation, Flash Animation, Newsletters, Image Manipulation, Editing, Web Content, Creative Direction, Illustration, Brochures, Motion Graphics, AutoDesk Maya, Autodesk MotionBuilder, Color Correction, Storyboarding
Education
Ex'pression College for Digital Arts 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Visual effects and Animation
School of Visual Arts 1998 — 2000
Cinematography and Film/Video Production
PhotoChūkes Photography August 2014 - Present
Sysco April 2013 - August 2014
Aspera, Inc. November 2012 - April 2013
Ex'pression College December 2010 - July 2012
Union Bank of California May 2005 - December 2009
Aquent May 2003 - May 2005
Credit Suisse June 2000 - May 2003
Skills
Graphic Design, Maya, Photoshop, Art Direction, Photography, Adobe Creative Suite, Advertising, Illustrator, After Effects, Dreamweaver, Flash, Multimedia, Mudbox, Web Content Management, Nuke, Graphics, Layout, Art, Modo, Premiere, Zbrush, 3D Modeling, Video Production, Video, Integrated Marketing, Logo Design, Marketing Strategy, Animation, InDesign, Image Editing, Post Production, Video Editing, Digital Photography, Computer Animation, Flash Animation, Newsletters, Image Manipulation, Editing, Web Content, Creative Direction, Illustration, Brochures, Motion Graphics, AutoDesk Maya, Autodesk MotionBuilder, Color Correction, Storyboarding
Education
Ex'pression College for Digital Arts 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Visual effects and Animation
School of Visual Arts 1998 — 2000
Cinematography and Film/Video Production
Kathleen DeHart's Union Bank of California Experience 2004 - 2008
Job Financial Services / Human Resources Professional, retired
Industry Financial Services
Experience
Union Bank of California 2004 - 2008
CNA Trust 1994 - 2004
Continental Insurance 1992 - 1995
Skills
Employee Benefits, Benefits Administration, Human Resources, Vendor Management, Retirement, 401k, Onboarding, Applicant Tracking..., Employee Relations, Risk Management, Financial Services, Talent Acquisition, Banking, Microsoft Excel, Recruiting
Education
Stanford University 1972 — 1976
Bachelor of Arts, Communication
Santa Ana High School
Union Bank of California 2004 - 2008
CNA Trust 1994 - 2004
Continental Insurance 1992 - 1995
Skills
Employee Benefits, Benefits Administration, Human Resources, Vendor Management, Retirement, 401k, Onboarding, Applicant Tracking..., Employee Relations, Risk Management, Financial Services, Talent Acquisition, Banking, Microsoft Excel, Recruiting
Education
Stanford University 1972 — 1976
Bachelor of Arts, Communication
Santa Ana High School
Robert A. Miller, Jr. Esq's Union Bank of California Experience September 1980 - December 1985
Job CFO and General Counsel at AutoStone Floor Systems
Industry Law Practice
Experience
AutoStone Floor Systems December 2014 - Present
RAM jr Law Firm, PLLC May 2012 - Present
Smith and Collins October 2012 - February 2015
Banking and Real Estate Professional January 2009 - July 2012
Banking Industry 1997 - 2009
Guaranty Bank August 1997 - December 2008
Ray Franco Properties January 1994 - January 1997
Dairy Queen Francshise August 1986 - June 1992
Miller Real Estate January 1986 - July 1989
Union Bank of California September 1980 - December 1985
Skills
Loans, Due Diligence, Real Estate, Banking, Credit, Mergers, Real Estate Economics, Risk Management, Real Estate Transactions, Commercial Real Estate, Commercial Lending, Financial Analysis, Loan Documents, Asset Dispositions, Real Estate Development, Loan Work-outs, Negotiation, Mergers & Acquisitions, Underwriting, Residential Homes, Portfolio Management, Investors, Disposition, Bankruptcy, Real Estate Financing, Project Finance, Mortgage Lending, Finance, Acquisitions, Management
Education
Stonier Graduate School of Banking 2003 — 2005
Southwestern University School of Law 1980 — 1983
JD, Law
University of Mississippi School of Law 1978 — 1980
Tulane University 1973 — 1977
B.S., Economics
AutoStone Floor Systems December 2014 - Present
RAM jr Law Firm, PLLC May 2012 - Present
Smith and Collins October 2012 - February 2015
Banking and Real Estate Professional January 2009 - July 2012
Banking Industry 1997 - 2009
Guaranty Bank August 1997 - December 2008
Ray Franco Properties January 1994 - January 1997
Dairy Queen Francshise August 1986 - June 1992
Miller Real Estate January 1986 - July 1989
Union Bank of California September 1980 - December 1985
Skills
Loans, Due Diligence, Real Estate, Banking, Credit, Mergers, Real Estate Economics, Risk Management, Real Estate Transactions, Commercial Real Estate, Commercial Lending, Financial Analysis, Loan Documents, Asset Dispositions, Real Estate Development, Loan Work-outs, Negotiation, Mergers & Acquisitions, Underwriting, Residential Homes, Portfolio Management, Investors, Disposition, Bankruptcy, Real Estate Financing, Project Finance, Mortgage Lending, Finance, Acquisitions, Management
Education
Stonier Graduate School of Banking 2003 — 2005
Southwestern University School of Law 1980 — 1983
JD, Law
University of Mississippi School of Law 1978 — 1980
Tulane University 1973 — 1977
B.S., Economics
Karen Kinney's Union Bank of California Experience January 1988 - March 1997
Job Senior Business Leader at Visa
Industry Financial Services
Experience
Visa September 1997 - Present
Visa 1997 - Present
Union Bank of California January 1988 - March 1997
Hibernia bank 1986 - 1989
Skills
Credit Cards, Loyalty Marketing, Loyalty Programs, Mobile Payments, Customer Acquisition, Payments, Financial Services, Payment Card Processing, Direct Marketing, E-payments, Segmentation, Database Marketing, Partnership Marketing, Product Management, Payment Systems, Analytics, Payment Cards, Marketing Strategy, Integrated Marketing
Education
San Francisco State University
BA, Biology, Math
Visa September 1997 - Present
Visa 1997 - Present
Union Bank of California January 1988 - March 1997
Hibernia bank 1986 - 1989
Skills
Credit Cards, Loyalty Marketing, Loyalty Programs, Mobile Payments, Customer Acquisition, Payments, Financial Services, Payment Card Processing, Direct Marketing, E-payments, Segmentation, Database Marketing, Partnership Marketing, Product Management, Payment Systems, Analytics, Payment Cards, Marketing Strategy, Integrated Marketing
Education
San Francisco State University
BA, Biology, Math
Michael Guthrie's Union Bank of California Experience September 1988 - June 1992
Job Chief Financial Officer at TrueCar, Inc.
Industry Online Media
Experience
TrueCar, Inc. January 2012 - Present
SharesPost January 2011 - November 2011
Corax Capital Partners February 2009 - January 2011
Symphony Technology Group, LLC January 2007 - January 2009
Garnett & Helfrich Capital January 2004 - December 2006
TPG Ventures, LLC September 2000 - January 2004
J&W Seligman September 1999 - September 2000
Credit Suisse First Boston September 1997 - September 1999
Montgomery Securities August 1994 - September 1997
Union Bank of California September 1988 - June 1992
Skills
Venture Capital, Corporate Development, Private Equity, Mergers, Start-ups, Growth Capital, Financial Modeling, Investment Banking, Entrepreneurship, Valuation, Business Strategy, Due Diligence, Angel Investing, Investments, Strategy
Education
Stanford University Graduate School of Business 1992 — 1994
Masters, Business Administration
University of Virginia 1983 — 1987
BA, Economics
TrueCar, Inc. January 2012 - Present
SharesPost January 2011 - November 2011
Corax Capital Partners February 2009 - January 2011
Symphony Technology Group, LLC January 2007 - January 2009
Garnett & Helfrich Capital January 2004 - December 2006
TPG Ventures, LLC September 2000 - January 2004
J&W Seligman September 1999 - September 2000
Credit Suisse First Boston September 1997 - September 1999
Montgomery Securities August 1994 - September 1997
Union Bank of California September 1988 - June 1992
Skills
Venture Capital, Corporate Development, Private Equity, Mergers, Start-ups, Growth Capital, Financial Modeling, Investment Banking, Entrepreneurship, Valuation, Business Strategy, Due Diligence, Angel Investing, Investments, Strategy
Education
Stanford University Graduate School of Business 1992 — 1994
Masters, Business Administration
University of Virginia 1983 — 1987
BA, Economics
Brenda M Guzman's Union Bank of California Experience 2008 - 2009
Job
Industry
Experience
Washington Mutual Bank March 2008 - Present
Union Bank Of California 2008 - 2009
Washington Mutual Bank April 1999 - October 2007
Washington Mutual Bank 2006 - 2007
Education
San Joaquin Delta College 2007 — 2009
Criminal Justice
Washington Mutual Bank March 2008 - Present
Union Bank Of California 2008 - 2009
Washington Mutual Bank April 1999 - October 2007
Washington Mutual Bank 2006 - 2007
Education
San Joaquin Delta College 2007 — 2009
Criminal Justice
Navi Puri's Union Bank of California Experience July 2003 - August 2004
Job
Industry Banking
Experience
Union Bank April 2013 - Present
Union Bank August 2009 - April 2013
Union Bank May 2007 - August 2009
Union Bank of California July 2003 - August 2004
North Fork Bank June 2000 - December 2002
Skills
Banking, Customer Service, Retail Banking, Loans, Credit, Mortgage Lending, Consumer Lending, Credit Risk, Risk Management, Relationship Management, Portfolio Management, Lines Of Credit, Investments, Branch Banking, Branch Management
Education
State University of New York at Stony Brook
Bachelor's degree, Economics
Sacred Heart
White Plains High
Union Bank April 2013 - Present
Union Bank August 2009 - April 2013
Union Bank May 2007 - August 2009
Union Bank of California July 2003 - August 2004
North Fork Bank June 2000 - December 2002
Skills
Banking, Customer Service, Retail Banking, Loans, Credit, Mortgage Lending, Consumer Lending, Credit Risk, Risk Management, Relationship Management, Portfolio Management, Lines Of Credit, Investments, Branch Banking, Branch Management
Education
State University of New York at Stony Brook
Bachelor's degree, Economics
Sacred Heart
White Plains High
Kyle Gould's Union Bank of California Experience Capital Markets Systems ManagerNational City BankFebruary 1996 - March 2010
Job Banking Professional
Industry Banking
Experience
Union Bank of California Capital Markets Systems ManagerNational City BankFebruary 1996 - March 2010
Education
The Ohio State University 1981 — 1985
BS, Finance, International Business
Union Bank of California Capital Markets Systems ManagerNational City BankFebruary 1996 - March 2010
Education
The Ohio State University 1981 — 1985
BS, Finance, International Business
Stephanie Caulfield's Union Bank of California Experience 2000 - 2003
Job Vice President/Portfolio Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank August 2006 - Present
California Bank & Trust 2003 - 2006
Union Bank of California 2000 - 2003
Skills
Credit, Commercial Lending, Loans, Commercial Banking, Credit Analysis, Small Business Lending, Banking, Portfolio Management, Underwriting, Financial Analysis, Credit Risk, Loan Origination, Lines Of Credit, Asset Based Lending
Education
Texas A&M University 1996 — 1997
BBA, Finance
Wells Fargo Bank August 2006 - Present
California Bank & Trust 2003 - 2006
Union Bank of California 2000 - 2003
Skills
Credit, Commercial Lending, Loans, Commercial Banking, Credit Analysis, Small Business Lending, Banking, Portfolio Management, Underwriting, Financial Analysis, Credit Risk, Loan Origination, Lines Of Credit, Asset Based Lending
Education
Texas A&M University 1996 — 1997
BBA, Finance
Normand Leduc's Union Bank of California Experience October 1998 - December 1999
Job Vice President at Bank of Manhattan N.A.
Industry Financial Services
Experience
Plaza Bank 2015 - Present
Bank of Manhattan N.A. January 2014 - Present
First Foundation June 2010 - June 2013
National Bank of California August 2004 - July 2010
Verdugo Banking Company December 1999 - August 2004
Union Bank of California October 1998 - December 1999
The Bank of Nova Scotia May 1974 - September 1998
Skills
Strategic Planning, Financial Analysis, Banking, Credit, Commercial Banking, Commercial Lending, Mortgage Lending, Portfolio Management, Finance, Loans, Small Business Lending, Commercial Mortgages, Credit Analysis
Education
Université de Montréal 1982 — 1982
Law and Banking Practices, Banking, Corporate, Finance, and Securities Law
Sir George William University, Montreal 1974 — 1975
Commerce
University of Connecticut 1972 — 1973
Accounting and Finance
Bulkeley High School 1968 — 1972
High School
Plaza Bank 2015 - Present
Bank of Manhattan N.A. January 2014 - Present
First Foundation June 2010 - June 2013
National Bank of California August 2004 - July 2010
Verdugo Banking Company December 1999 - August 2004
Union Bank of California October 1998 - December 1999
The Bank of Nova Scotia May 1974 - September 1998
Skills
Strategic Planning, Financial Analysis, Banking, Credit, Commercial Banking, Commercial Lending, Mortgage Lending, Portfolio Management, Finance, Loans, Small Business Lending, Commercial Mortgages, Credit Analysis
Education
Université de Montréal 1982 — 1982
Law and Banking Practices, Banking, Corporate, Finance, and Securities Law
Sir George William University, Montreal 1974 — 1975
Commerce
University of Connecticut 1972 — 1973
Accounting and Finance
Bulkeley High School 1968 — 1972
High School
Chris Audibert's Union Bank of California Experience January 2006 - April 2007
Job Banking Professional
Industry Banking
Experience
Healthcare Services Group Settlement SpecialistHotwireNovember 2009 - October 2010
Hotwire.com November 2009 - October 2010
Google Inc October 2007 - November 2009
Union Bank of California January 2006 - April 2007
Union Bank of California January 2000 - January 2006
Education
San Francisco State University 1990 — 1995
BA, Political Science/Economics
San Francisco State University
B.A, Political Science/Economics
Healthcare Services Group Settlement SpecialistHotwireNovember 2009 - October 2010
Hotwire.com November 2009 - October 2010
Google Inc October 2007 - November 2009
Union Bank of California January 2006 - April 2007
Union Bank of California January 2000 - January 2006
Education
San Francisco State University 1990 — 1995
BA, Political Science/Economics
San Francisco State University
B.A, Political Science/Economics
Kris Squires's Union Bank of California Experience March 2008 - March 2009
Job Data Analyst
Industry Financial Services
Experience
First Republic Bank January 2015 - Present
Wedbush Securities September 2012 - October 2014
Patelco Credit Union March 2012 - July 2012
Universe Billiards November 2009 - May 2012
Union Bank of California March 2008 - March 2009
Union Bank of California February 2007 - November 2007
Citigroup May 2004 - April 2006
Watley Inc January 2003 - December 2003
Smith Barney February 1998 - December 1998
Skills
Investments, Portfolio Management, Human Resources, Accounting, Equities, Banking, Mutual Funds, Trading, Financial Markets, Microsoft Excel, Word, Excel, Bloomberg, Account Reconciliation, Derivatives, Hedge Funds, Due Diligence, Securities, SQL
Education
Sonoma State University 2000 — 2002
Business Admin, Finance
Sonoma State University 2000 — 2002
Bachelor of Science (B.S.), Business Administration, Management and Operations
First Republic Bank January 2015 - Present
Wedbush Securities September 2012 - October 2014
Patelco Credit Union March 2012 - July 2012
Universe Billiards November 2009 - May 2012
Union Bank of California March 2008 - March 2009
Union Bank of California February 2007 - November 2007
Citigroup May 2004 - April 2006
Watley Inc January 2003 - December 2003
Smith Barney February 1998 - December 1998
Skills
Investments, Portfolio Management, Human Resources, Accounting, Equities, Banking, Mutual Funds, Trading, Financial Markets, Microsoft Excel, Word, Excel, Bloomberg, Account Reconciliation, Derivatives, Hedge Funds, Due Diligence, Securities, SQL
Education
Sonoma State University 2000 — 2002
Business Admin, Finance
Sonoma State University 2000 — 2002
Bachelor of Science (B.S.), Business Administration, Management and Operations
Mary Som's Union Bank of California Experience April 2004 - October 2007
Job Accounting Professional
Industry Accounting
Experience
INETAV December 2007 - October 2008
INETAV December 2007 - October 2008
Integrated Network Communications, Inc October 2007 - October 2008
Union Bank of California April 2004 - October 2007
Education
Sonoma State University
Bachelor's Science, Accounting
INETAV December 2007 - October 2008
INETAV December 2007 - October 2008
Integrated Network Communications, Inc October 2007 - October 2008
Union Bank of California April 2004 - October 2007
Education
Sonoma State University
Bachelor's Science, Accounting
cheryl liggins's Union Bank of California Experience January 1987 - January 1996
Job Advanced Technical Support at Comcast Cable
Industry Telecommunications
Experience
Comcast January 2007 - Present
Comcast January 2003 - January 2007
Warner Telecommunications January 1998 - January 2001
WorldCom Telecommunicaitons January 1997 - January 1998
Union Bank of California January 1987 - January 1996
Skills
Telecommunications, Troubleshooting, Provisioning, Software Installation, Project Management, Invoicing, Networking, Customer Service, Cable Modems, T1, Telephony, Call Center, VoIP, Routers, Call Centers, Computer Network..., Broadband, IP, Switches, Wireless Networking, Cable Television, BMC Remedy, Customer Satisfaction, DSL, Ethernet, LAN-WAN, Quality Assurance, DOCSIS, WAN, Technical Support, TCP/IP, Wireless, Help Desk Support
Education
Solano Community College 2000 — 2001
some college, some college
vallejo sr high 1979 — 1982
diploma
Comcast January 2007 - Present
Comcast January 2003 - January 2007
Warner Telecommunications January 1998 - January 2001
WorldCom Telecommunicaitons January 1997 - January 1998
Union Bank of California January 1987 - January 1996
Skills
Telecommunications, Troubleshooting, Provisioning, Software Installation, Project Management, Invoicing, Networking, Customer Service, Cable Modems, T1, Telephony, Call Center, VoIP, Routers, Call Centers, Computer Network..., Broadband, IP, Switches, Wireless Networking, Cable Television, BMC Remedy, Customer Satisfaction, DSL, Ethernet, LAN-WAN, Quality Assurance, DOCSIS, WAN, Technical Support, TCP/IP, Wireless, Help Desk Support
Education
Solano Community College 2000 — 2001
some college, some college
vallejo sr high 1979 — 1982
diploma
Mukta Sims's Union Bank of California Experience January 1994 - January 1995
Job Trade Promotions Manager at Windsor Foods
Industry Food Production
Experience
Windsor Foods April 2009 - Present
Windsor Foods January 2009 - Present
Windsor Foods January 2008 - Present
Windsor Foods January 2002 - January 2008
3Com Corporation January 2000 - January 2001
Johnson Controls, Inc January 1998 - January 2000
Fred Meyer January 1996 - January 1997
Pyro Industries Inc January 1996 - January 1997
Union Bank of California January 1994 - January 1995
AT&T Capital Corp January 1992 - January 1994
Education
The National University
Bachelors, Business Administration
Windsor Foods April 2009 - Present
Windsor Foods January 2009 - Present
Windsor Foods January 2008 - Present
Windsor Foods January 2002 - January 2008
3Com Corporation January 2000 - January 2001
Johnson Controls, Inc January 1998 - January 2000
Fred Meyer January 1996 - January 1997
Pyro Industries Inc January 1996 - January 1997
Union Bank of California January 1994 - January 1995
AT&T Capital Corp January 1992 - January 1994
Education
The National University
Bachelors, Business Administration
Mike Okamoto's Union Bank of California Experience July 1983 - May 1987
Job Realtor
Industry Real Estate
Experience
Self-employed April 1996 - Present
Credit Union for Organized Labor September 1986 - May 1994
Union Bank of California July 1983 - May 1987
Skills
Foreclosures, Short Sales, Real Estate, Sellers, Buyer Representation, First Time Home Buyers, Single Family Homes, REO, Move Up Buyers, Relocation, Condos, New Home Sales, SFR, Listings, Investors
Education
San Jose State University 1965 — 1966
None, Accounting
San Joaquin Delta College 1963 — 1965
Associate of Arts (AA), Accounting
Self-employed April 1996 - Present
Credit Union for Organized Labor September 1986 - May 1994
Union Bank of California July 1983 - May 1987
Skills
Foreclosures, Short Sales, Real Estate, Sellers, Buyer Representation, First Time Home Buyers, Single Family Homes, REO, Move Up Buyers, Relocation, Condos, New Home Sales, SFR, Listings, Investors
Education
San Jose State University 1965 — 1966
None, Accounting
San Joaquin Delta College 1963 — 1965
Associate of Arts (AA), Accounting
Peter Turo's Union Bank of California Experience June 2006 - June 2007
Job Sales Representative at Downtown Spirits
Industry Health, Wellness and Fitness
Experience
Downtown Spirits August 2014 - Present
US Army June 2008 - September 2013
Union Bank of California June 2006 - June 2007
Skills
Therapeutic Massage, Wellness, Physical Security, Leadership, Army, Military, Military Operations, Military Experience, Force Protection, Weapons, Security Clearance, Operational Planning, Command, Afghanistan, Intelligence Analysis, Counterterrorism, DoD, National Security, Counterinsurgency, Military Training, Reconnaissance, Tactics, Intelligence
Education
Bellevue Massage School 2014 — 2015
Health and Wellness, General
Seattle Central College 2014 — 2014
Health and Wellness, General
White Plains High School 2000 — 2004
Downtown Spirits August 2014 - Present
US Army June 2008 - September 2013
Union Bank of California June 2006 - June 2007
Skills
Therapeutic Massage, Wellness, Physical Security, Leadership, Army, Military, Military Operations, Military Experience, Force Protection, Weapons, Security Clearance, Operational Planning, Command, Afghanistan, Intelligence Analysis, Counterterrorism, DoD, National Security, Counterinsurgency, Military Training, Reconnaissance, Tactics, Intelligence
Education
Bellevue Massage School 2014 — 2015
Health and Wellness, General
Seattle Central College 2014 — 2014
Health and Wellness, General
White Plains High School 2000 — 2004