Union Bank of California
MUFG Union Bank is an American full-service bank with 398 branches in California, Washington and Oregon which is wholly owned by MUFG Bank. Headquarters: New York City, New York, United States Parent organization: MUFG Bank CEO: Steve Cummings (May 2015–) Revenue: 5.28 billion USD (2016) Total assets: 148.1 billion USD (2016) Number of employees: 12,141 (2017)
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Union Bank of California Employees
Kaiser Permanente November 2012 - Present
Kaiser Permanente May 2014 - October 2014
Kaiser Permanente February 2004 - November 2012
Kaiser Permanente September 2002 - February 2004
Kaiser Permanente February 2001 - September 2002
APL February 2000 - February 2001
APL September 1998 - February 2000
Lam Research December 1997 - September 1998
PG&E Enterprises February 1995 - December 1997
Union Bank of California March 1992 - February 1995
Skills
Accounting, Team Building, Auditing, Process Improvement, Strategic Planning, Coaching, Procurement, Public Speaking, Financial Planning and..., Tax Research and..., Internal Controls Risk..., Creating and..., Corporate Budgeting, Analysis, Forecasting, Strategic Financial..., Capital Budgeting, Finance, Sarbanes-Oxley Act, Financial Analysis, Leadership, Start-ups, Business Strategy, Internal Controls, Financial Planning, Budgets, Strategy
Education
University of California, Berkeley 1979 — 1983
B.S Business Administration, Emphasis Accounting, Phi Beta Kappa, Beta Gamma Sigma, Beta Alpha Psi
Golden Gate University, MS Taxation, Candidate
Christie Digital Systems August 2010 - Present
Professional musician and performer 1994 - Present
REDC April 2010 - August 2010
Grubb & Ellis August 2009 - February 2010
County of Riverside - Community Health Agency April 2008 - April 2009
County of San Bernardino - Office of the Assessor November 2007 - April 2008
CCC Information Services April 2006 - November 2007
Union Bank of California March 2001 - March 2006
EarthLink Network June 1997 - March 2000
Skills
Amdocs Clarify, CRM, Project Management, SDLC, Business Requirements, Requirements Gathering, User Acceptance Testing, SQL Report Writing, Crystal Reports, Training Manuals, Vendor Contracts, Vendor Management Skills, Logistics Systems, XML, Java, Access, Visio, Troubleshooting, Technical Support, Testing, Requirements Analysis, Systems Analysis, Oracle, Business Analysis, Process Improvement, Microsoft SQL Server, SQL, Analysis, Program Management, Management, Leadership, Project Planning, Integration, Vendor Management, Information Technology
Education
University of Phoenix 2004 — 2008
Bachelors of Science, Information Technology
Pasadena City College 1994 — 1997
Music Performance
Eagle Rock Jr/Sr High School 1987 — 1993
Diploma, Music
Rebuilding Together San Francisco October 2015 - Present
MUFG Americas April 2009 - Present
Union Bank March 2009 - April 2009
Union Bank of California March 2007 - March 2009
Skills
Analysis, Process Improvement, Program Management, Strategic Planning, Sustainability Strategy, Sustainability Reporting, Environmental..., Sustainability..., Energy, Data Analysis, Sustainability, Requirements Analysis, Strategy, Project Management, Environmental Awareness, Financial Analysis, Banking, Vendor Management, Finance, Economics, Social Media, Management
Education
University of California, San Diego 2002 — 2006
BA, Economics
IMRI September 2014 - Present
PCM August 2013 - September 2014
XelaTech Consulting LLC April 2007 - July 2013
Union Bank of California 2005 - 2007
Sun Microsystems 2000 - 2002
Skills
Cloud Computing, Data Center, Storage, VoIP, Management, Unified Communications, Business Development, Team Leadership, Enterprise Software, Solution Selling, Disaster Recovery, Account Management, Networking, Cisco Technologies, SIP, MPLS, Business Analysis, SaaS, Forecasting, Project Management, Virtualization, Linux, VMware, Solaris, Sales Process, Telecommunications, VPN, Direct Sales, HP-UX, SAP Solutions, Salesforce.com, AIX, Goal Seek, IBM AIX, IT Management, Integration, Vendor Management, Cybersecurity
Education
University of La Verne 2008 — 2010
MBA, Emphasis - Finance
Instituto Tecnológico de Acapulco 1992 — 1996
BS, Commercial Relations / Marketing
Kaiser Permanente December 2014 - Present
Kaiser Permanente March 2012 - December 2014
Stonehenge Technology Consulting March 2010 - December 2014
Kaiser Permanente August 2007 - February 2012
Kaiser Permanente September 2004 - August 2007
Honda R&D November 2002 - February 2004
Kaiser Permanente January 2002 - December 2002
Union Bank of California January 2001 - December 2001
Bank of the West August 1998 - December 2001
Progressive Automation November 1996 - August 1998
Skills
Business Intelligence, Business Analysis, Microsoft SQL Server, Oracle, VB.NET, VBA, Salesforce.com, Banking, Healthcare, Data Conversion, Software Design, Functional..., Business Requirements, Microsoft Office, Access, Mainframe, COBOLII, Assembler, Java, SQL, DB2, Application Architecture, Visio, MS Project, System Design, System Testing, Systems Analysis, System Deployment, Pushing the Envelope, Software Documentation, Software Development, User Interface Design, Data Analysis, Informatica, PowerCenter, Cognos, SDLC, Data Warehousing, HIPAA, Healthcare Information..., Analysis, Project Management, Requirements Gathering, Data Modeling, CICS, Enterprise Architecture, SharePoint, Requirements Analysis, Software Project..., Cloud Computing
Education
University of Phoenix 2011 — 2013
Bachelor of Science (BS), Information Technology, Summa Cum Laude
University of California, Los Angeles 1994 — 1996
Information Technology
University of Southern California 1977 — 1981
BS, Business Administration
Culver City High School 1974 — 1977
Nike February 2015 - Present
The Active Network November 2011 - February 2015
Luxury Link October 2008 - June 2011
the Rubicon Project January 2008 - October 2008
Ticketmaster May 2001 - September 2007
eToys June 1998 - March 2001
Jackson National Life October 1998 - May 1999
Union Bank of California September 1996 - October 1998
Skills
Product Management, User Experience, Social Networking, Online Marketing, Internet Strategy, Internet, Start-ups, SEO, E-commerce, SEM, Online Advertising, Social Media, Marketing Strategy, Analytics, User Interface Design, Email Marketing, Strategic Planning, Social Media Marketing, Web Analytics, Market Research, Web Strategy, Leadership, Marketing, Strategy, Digital Strategy, Mobile Marketing, Strategic Partnerships, Digital Media, Digital Marketing, Advertising, Mobile Devices, Entrepreneurship, Lead Generation, P&L Management, Mobile Applications, PPC, Omniture, Competitive Analysis, Affiliate Marketing, SaaS, Content Strategy, Conversion Optimization, Google Analytics, Mobile Advertising, Monetization, Customer Acquisition, CRM, Web Marketing, Integrated Marketing, Salesforce.com
Education
University of California, Davis 1989 — 1994
BA, History and Political Science, Double Major
Strategy&, part of the PwC network (formerly Booz & Company) January 2015 - Present
Ernst & Young September 2011 - December 2014
University of Notre Dame August 2009 - May 2011
Ford Motor Company April 2010 - August 2010
First Allied Securities February 2008 - August 2009
The Princeton Review January 2006 - August 2009
Union Bank of California 2007 - 2008
Skills
Problem Solving, Cross Functional Team..., Financial Analysis, Team Leadership, Strategic Planning, Product Development, MS Project, Visio, Microsoft Excel, Business Development, Data Analysis, Mentoring, Microsoft Office, Corporate Strategy..., Strategic Brand..., Strategic Communications, Project Management, Program Management, Asia, Europe, Due Diligence, Business Planning, Leadership, Management, Change Management, Center of Excellence, Business Process, Training, Strategy, Management Consulting, Cross-functional Team..., Analysis, Competitive Analysis, Mergers & Acquisitions, Finance, Market Analysis, Valuation, Financial Modeling, Business Strategy, Consulting, Process Improvement, Data Entry, Marketing, Marketing Strategy, Business Analysis, Executive Management, Corporate Finance
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA with Honors, Finance, Strategy, 3.63
Vanderbilt University 2001 — 2005
BA, Political Science, Economics
Q10 National Mortgage Co. January 1994 - Present
Evergreen EAGLE June 1992 - December 1993
Union Bank of California July 1989 - December 1991
Metropolitan Life Insurance Company March 1983 - September 1987
Skills
Real Estate Economics, Commercial Mortgages, Valuation, Real Estate, Mortgage Lending, Due Diligence, Real Estate Financing, Financial Analysis, Commercial Real Estate, Finance, Underwriting, Credit Analysis, Portfolio Management, Asset Management, Loans, Credit, Investments, Investment Properties, Loan Origination, Structured Finance, Capital Markets, Financial Modeling, Commercial Banking
Education
University of Oregon 1978 — 1982
BS, Economics, Finance
Aloha High School 1975 — 1978
Deloitte Consulting February 2010 - Present
Kaiser Permanente November 2004 - November 2009
AIG SunAmerica 2003 - 2004
Deloitte 1994 - 2003
Deloitte Consulting 1994 - 2003
Bristol Farms 1996 - 1998
Great Western Bank 1989 - 1994
Union Bank of California 1988 - 1989
Manufacturers Bank 1984 - 1988
Houlihan's Restaurants, Inc. 1981 - 1983
Skills
IT Strategy, Integration, Program Management, Enterprise Architecture, Requirements Analysis, ITIL, Cross-functional Team..., Project Management, Management, Enterprise Software, Leadership, Management Consulting, PMP, Outsourcing, Process Improvement, Business Process..., PMO, SDLC, Business Process, Cloud Computing, Business Intelligence, Information Technology
Education
University of California, Los Angeles 1977 — 1981
Bachelor of Arts (BA), Economics
Chatsworth High 1973 — 1977
Keller Willaims Realty 2008 - Present
Coldwell Banker Santa Monica 2003 - 2008
Coldwell Banker Residential Brokerage January 2003 - December 2007
Union Bank of California September 1998 - June 2001
Union Bank of California 1995 - 2001
Skills
Real Estate, Sellers, Relocation, Investment Properties, Foreclosures, Investors, Residential Homes, Real Estate Transactions, Selling, Short Sales, Property, FHA, Negotiation, Listings, Townhomes, Vacation Homes, Buyers, Relocation Buyers, Real Estate Financing, ABR, Sales, Leases, Rentals, REO, Seniors, Real Property, First Time Home Buyers, Single Family Homes, Buyer Representation, Condos, Move Up Buyers, Refinance, Real Estate Development, Seller Representation, Luxury Homes, Luxury, Commercial Real Estate, HUD, 1031 Exchanges, Property Management, Real Estate Economics, Referrals
Education
University of California, Los Angeles 1992 — 1994
Bachelor's Degree, Economics
KOERWITZ, MICHEL, WRITGHT & ASSOCIATES CPA December 2009 - February 2010
WYOMING WATER RIGHTS CONSULTING, INC. April 2009 - January 2010
UNION BANK OF CALIFORNIA February 2001 - December 2007
PACESETTER PLUMBING CORPORATION December 1997 - October 2000
ECONO WEST HEATING AND AIR CONDITIONING January 1993 - January 1998
Skills
Accounting, Payroll, QuickBooks, Management, Auditing, Finance, Access, Accounts Payable, Financial Reporting, Analysis, Invoicing, Accounts Receivable, Financial Statements, Cash Management, Bookkeeping, General Ledger, Budgets, Bank Reconciliation, Spreadsheets, Administration
Education
University of Phoenix
Bachelor of Science, Business Administration and Accounting
Parkside Lending April 2014 - Present
Angel Island Conservancy August 2006 - Present
BondDesk Group LLC June 2008 - January 2014
REX & Co. June 2006 - April 2008
Chela Education Financing, Inc. January 2004 - March 2006
Transamerica December 1995 - January 2004
Union Bank of California April 1993 - December 1995
Morrison & Foerster November 1986 - April 1993
Skills
Fixed Income, Bonds, Management, Trading, Securities, Mergers & Acquisitions, Capital Markets, Corporate Governance, Licensing, Start-ups, Securities Regulation, Entrepreneurship, Investments, Venture Capital, Venture Financing, Intellectual Property, Enterprise Software, Joint Ventures, Financial Regulation, Contract Negotiation, Licensing Negotiations, Corporate Law, Employment Law, Privacy Law, Corporate Development, Corporate Finance, Litigation Management
Education
University of California, Berkeley - School of Law 1983 — 1986
JD
University of California, Davis 1979 — 1983
BA, Economics
PwC April 2014 - Present
JUMP Investors October 2013 - December 2013
Palm Tree Advisors September 2012 - October 2013
Palm Tree Capital September 2012 - October 2013
Quantum Communications, LLC July 2008 - April 2011
Wells Capital Management April 2007 - March 2008
Wells Fargo Bank 2007 - 2008
Bank of America Private Bank, Banc of America Investment Services Inc. November 2004 - March 2006
Union Bank of California 2006 - 2006
Royal Bank of Canada August 2003 - October 2004
Skills
Private Equity, M&A execution, Valuation, Due Diligence, Management Consulting, Wealth Management, Economics, Banking, Equities, Excel, PowerPoint, New Business Development, Investments, Microsoft Excel, Start-ups, Entrepreneurship, Analysis, Venture Capital, Mergers & Acquisitions, Management
Education
IE Business School 2011 — 2012
MBA, Business
University of California, Santa Barbara 1999 — 2003
BA, Business Economics/Accounting
San Marcos High School 1994 — 1998
richfunding.com, Inc. November 1998 - Present
Hana Small Business Lending, Inc. January 2013 - June 2013
Commerce Bank of Temecula Valley August 2007 - September 2008
Mission Oaks National Bank October 2006 - September 2007
California Bank & Trust May 2004 - November 2006
Uniti Bank February 2006 - September 2006
Union Bank of California May 2003 - May 2004
Cornerstone Financial Services November 2002 - May 2003
Pacific Crest Bank July 2001 - October 2002
Wells Fargo Bank May 1998 - July 2001
Skills
Small Business Lending, Commercial Mortgages, Commercial Real Estate, Sales, Commercial Lending, Asset Based Lending, Loans, Portfolio Management, Commercial Banking, Credit Analysis, Investments, Real Estate Economics, Loan Origination, Credit, Real Estate Financing, Asset Managment, Capital Markets, Finance, Banking, Mortgage Lending, Funding, Private Equity, Refinance, Mergers & Acquisitions, Underwriting, Asset Management, Structured Finance
Education
University of California, Los Angeles 2007 — 2007
Certificate, Managerial Business of Entreprenuer
University of California, Irvine 1983 — 1988
BA, Fine Arts
Wells Fargo July 2013 - Present
Pacific Western Bank August 2012 - July 2013
Union Bank 2010 - 2011
First California Bank 2007 - 2009
Wells Fargo 2004 - 2006
Santa Barbara Bank & Trust 1999 - 2004
Union Bank of California 1996 - 1999
Skills
Portfolio Management, Underwriting, Business Development, Cash Management, Negotiation, Retail, High Net Worth..., Non-profits, Professional Services, Hospitality, Commercial Lending, Commercial Banking, Investments, Finance
Education
University of California, Santa Barbara 2012 — 2013
CPA Certificiation, Accounting, 3.42 GPA
University of Washington 2001 — 2003
Certificate, Graduate of Pacific Coast Banking School
Oklahoma State University, Stillwater OK 1985 — 1988
B.S. Finance, B.S. Organization Administration, Banking and Financial Support Services
Hall Capital Partners LLC May 2014 - Present
Franklin Templeton Investments May 2013 - May 2014
WHV Investment Management, Inc. January 2008 - May 2013
WHV Investments Management Inc January 2006 - January 2008
Union Bank of California January 2005 - January 2006
The Clorox Company 2005 - 2005
Associated Process Controls 2004 - 2005
E-Forex 1998 - 2000
Skills
Advent, Bloomberg Terminal, MS Office Suite, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Team Leadership, Investments, Sungard PTA, SAP, Auditing, APX, Moxy, Axys, OFAC, Compliance, Compliance Training, Compliance Monitoring, Compliance Support, Compliance Officers, Microsoft Office, Equities, Charles River IMS, OneTIS, GMAX, SharePoint, Investment Management, Account Reconciliation, Corporate Actions, Financial Regulation, Bloomberg, Mutual Funds, ETFs
Education
UC Davis 2002 — 2004
Bachelor of Arts, Economics and Political Science
TelePacific Communications June 2014 - Present
Superior Communications March 2012 - December 2013
Vision Essentials by Kaiser Permanente 2009 - 2010
Vital Research 2008 - 2009
Union Bank of California 2006 - 2007
Amgen 2005 - 2006
Health Net 2001 - 2004
Education
University of Massachusetts, Amherst
California Baptist University September 2015 - Present
Global Diversified Investments January 2011 - Present
World Vision International January 2008 - August 2014
Union Bank of California November 2005 - January 2008
WesCorp Investment Services LLC July 2003 - November 2005
Indymac Bank January 2003 - July 2003
WesCorp January 2001 - January 2003
Wilshire Associates January 2000 - January 2001
Skills
Investments, Fixed Income, Derivatives, Finance, Asset Managment, Treasury, Asset Allocation, Financial Analysis, Foreign Exchange, Global Investment..., Foreign Exchange..., Asset Management, Capital Markets, Funding, ALM, Forecasting, Financial Markets, Interest Rate Risk..., Asset / Liability..., Portfolio Management, Professional Services, FX Hedging, FX Spot, Leadership, Entrepreneurship...
Education
Azusa Pacific University 2002 — 2004
MBA, Business
University of California, Riverside 1997 — 1999
BA, Political Science and Finance
World Class HR Consulting and Coaching October 2009 - Present
Executive Next Practices Institute January 2011 - Present
HNTB April 2007 - October 2009
Wipro Technologies November 2000 - April 2007
Union Bank of California April 2000 - November 2000
ZLand, LLC April 1996 - March 2000
McBer April 1993 - April 1996
Ernst & Young, LLP March 1977 - March 1993
University of California 1986 - 1992
Skills
Executive Coaching, Leadership Development, Succession Planning, Employee Engagement, Onboarding, Talent Management, Performance Management, Executive Development, Assimilation, Coaching, HR Strategy, Personnel Management, Employee Relations, Recruiting, Leadership, Training, Organizational..., Human Resources, Management Development, 360 Feedback, Management Consulting, Employee Training, Process Improvement, Consulting, Hiring, Program Management, Employee Benefits, Management, Interviews, HR Consulting
Education
Institute for Professional Excellence in Coaching (iPEC) 2009 — 2010
Master Practitioner, Certified Professional Coach, Energy Leadership
University of California, Los Angeles 1975 — 1979
B.A., Psychology and Organizational Behavior
UC Irvine
Sr. Business Instructor and Executive Mentor to MBA Students
Bank of America September 2013 - Present
JPMorgan Chase September 2012 - September 2013
JPMorgan Chase December 2010 - September 2012
JPMorgan Chase November 2009 - December 2010
Union Bank of California August 2007 - August 2009
Skills
Investments, Risk Management, Banking, Management, Finance, Credit, Financial Services, Financial Analysis, CRM
Education
University of California, San Diego 2005 — 2007
B.A., Economics
Scripps Health June 2015 - Present
Scripps Health April 2014 - June 2015
Scripps Health May 2012 - April 2014
Solar Turbines February 2012 - May 2012
DefenseWeb Technologies, Inc. June 2011 - March 2012
Scripps Health September 2007 - May 2011
Scripps Health September 2007 - April 2009
Union Bank of California September 2005 - September 2007
Skills
ITIL Certified, PMP, Healthcare Information..., Vendor Management, SDLC, EHR, Process Improvement, Visio, Project Management, MS Project, Program Management, SharePoint, PMO, Software Documentation, Change Management, Information Technology, Business Analysis, Enterprise Architecture, Disaster Recovery, Requirements Analysis, Software Project..., Active Directory, Leadership, Software Implementation, EMR, System Administration, Quality Assurance, Management, Healthcare, Integration, HIPAA, IT Strategy, IT Management, Project Portfolio..., Microsoft Project
Education
University of California, San Diego
Bachelor's degree, Communication
University of California, San Diego
Bachelor's degree, Political Science
Wells Fargo Bank March 2013 - Present
Wells Fargo Bank March 2010 - March 2013
Wells Fargo Bank May 2007 - March 2010
Citicorp July 2006 - May 2007
Sumitomo Mitsui Banking Corp October 2004 - June 2006
Union Bank of California July 2000 - July 2004
William Oneil + Co. October 1997 - July 2000
Skills
Branch Management, Business Valuation, Banking, Loans, Credit, Financial Structuring, Treasury Management, Start-ups, Venture Capital, Investment Banking, Commercial Banking, Credit Analysis, Commercial Lending, Portfolio Management, Financial Analysis, Financial Modeling, Finance, Corporate Finance, Credit Risk, Risk Management, Financial Services, Underwriting
Education
University of California, Los Angeles 1992 — 1997
B.A., Economics, Corporate Finance, Accounting
Pure Wealth Management, Inc. August 2010 - Present
Purshe Kaplan Sterling Investments 2010 - 2015
Purshe Kaplan Sterling Investments 2010 - 2015
Merrill Lynch January 2006 - August 2010
Wells Fargo Investments June 2001 - January 2006
Prudential Securities April 1997 - June 2001
Union Bank of California August 1994 - April 1997
Skills
Wealth Management, Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Retirement, Portfolio Management, Alternative Investments, Estate Planning, Investment Management, Investment Advisory, IRAs, Financial Advisory
Education
University of California, Irvine 1996 — 2012
Personal Financial Planning Certification, Financial Planning
University of California, Riverside 1992 — 1995
BA, Pre-Law Political Sciences
Farmers Insurance Group of Companies April 2015 - Present
Table Mountain Casino November 2012 - Present
Table Mountain Casino March 2007 - November 2012
Table Mountain Casino June 2002 - March 2007
Table Mountain Casino July 2001 - June 2002
Union Bank of California July 1996 - March 2000
Skills
Casino, Microsoft Office, Customer Service, Problem Solving, Training &..., Strategic Planning, Scheduling, Excel, Word, Mentoring, Customer Relations, Outlook, PowerPoint, Gaming, Planning, Training, Process Scheduler, Project Planning, Microsoft Excel, Microsoft Word, Team Building, Leadership, Supervisory Skills, Casino Gaming, Guest Service Management, Operations Management, Gaming Industry, VIP, Hospitality, Hiring, Management
Education
University of Phoenix 2008 — 2010
Master, Business Administration
University of Phoenix Online 2004 — 2008
Bachelor of Science, Business Management
Fresno City 1996 — 1998
MetLife 2008 - Present
Union Bank of California 2002 - 2008
Bank of Tokyo-Mitsubishi 1998 - 2002
The Segal Company 1994 - 1997
Education
University of Maryland College Park
BS, Mathematics
CITY NATIONAL BANK June 2011 - Present
UNION BANK OF CALIFORNIA January 2006 - November 2009
UNION BANK OF CALIFORNIA January 2003 - December 2005
Union Bank 2002 - 2003
Skills
Financial Analysis, Treasury Management, Budgeting, Mergers, Commercial Banking, MIS, Retail Banking, Banking, Financial Modeling, Budgets, Managerial Finance, Cash Management, Investments, Analysis, Finance, Portfolio Management, Risk Management, Mergers & Acquisitions
Education
University of Phoenix 2011 — 2012
Master of Business Administration (M.B.A.)
University of Phoenix 2009 — 2011
BSB/F, Finance
Borapp Consulting, Inc. April 2014 - Present
Delphi Business Properties, Inc. July 2013 - May 2015
KW Commercial/ RJ Feder & Associates, Inc. November 2009 - July 2013
J.D. Power and Associates January 2008 - November 2009
JD Power and Associates 2000 - 2009
J.D. Power and Associates January 2005 - January 2008
J.D. Power and Associates April 2004 - December 2004
J.D. Power and Associates May 2000 - March 2004
Union Bank of California February 1998 - August 1998
Skills
Quantitative Research, Customer Insight, CRM, Product Development, Analysis, Management, Forecasting, Project Management, Program Management, Marketing, Segmentation, Marketing Research, Market Research, Analytics, Advertising Research, Consumer Behaviour, Automotive, Questionnaire Design, Survey Design, Competitive Analysis, Sales, Market Analysis, Focus Groups, Customer Satisfaction
Education
University of Southern California - Marshall School of Business 1998 — 2000
MBA, Marketing
University of California, Berkeley 1989 — 1993
BA, Economics
Bank of America July 2015 - Present
Public Storage November 2009 - July 2015
Macy's West November 2007 - November 2009
Comerica Bank July 2006 - August 2007
Union Bank of California September 1991 - July 2006
Washington Mutual April 2004 - April 2005
Skills
Credit, Banking, Leadership, Loans, Team Building, Customer Service, Sales, Strategic Planning, Marketing, Management, Budgets, Portfolio Management, Non-profit Volunteer, Non-profit Leadership, Fundraising, Property Management, Project Management, Coordinating Events, Event Planning, Business Development, Small Business
Education
Empowered UCLA Extension 2013 — 2013
Certificate in Project Management
University of Phoenix 1998 — 2001
BS, Management
Bio-Rad Laboratories November 2012 - Present
TASL November 2011 - November 2012
City of Santa Rosa March 2012 - October 2012
Scholastics.com/Bill and Melinda Gates Foundation October 2010 - May 2011
County of Marin April 2007 - September 2010
Union Bank of California September 2006 - March 2007
Babcock and Brown February 2006 - August 2006
Constellation/Levis Straus August 2005 - August 2006
Skills
Critical Thinking, Problem Solving, Systems Analysis, Operations Management, Troubleshooting, Sarbanes-Oxley Act, Accounting
Education
University of Geneva
Saint Mary's College - MBA
International Finance
Saint Mary's College - BA
BA, Economics, History, Language
University of California, Berkeley
Accounting
LGBT Community Center of the Desert November 2009 - Present
Lowe and Associates July 2008 - Present
Union Bank April 1998 - July 2008
Union Bank of California 1998 - 2008
US Department of Labor October 1971 - April 1998
Education
University of Southern California 1985 — 1988
MS, Public Administration - Organizational Behavior
University of Northern Colorado 1976 — 1978
MA, Public Administration
University of Portland 1963 — 1967
BA, English/Education
Inclusive Realty Advisors LLC, a Delaware Limited Liability Company October 2014 - Present
Grandbridge Real Estate Capital December 2012 - August 2014
Q10 Dwyer-Curlett & Co March 1995 - December 2012
CBRE March 1995 - March 2005
Union Bank of California October 1980 - March 1985
Skills
Real Estate, Debt, Investments, Equities, Loans, Analysis, Asset Managment, Brokerage, Commercial Mortgages, Commercial Real Estate, Corporate Finance, Corporate Real Estate, Disposition, Due Diligence, Finance, Financial Analysis, Financial Structuring, Investment Properties, Financial Modeling, Investors, Leases, Location Intelligence, Mortgage Banking, Mortgage Lending, Portfolio Management, REO, Real Estate Development, Real Estate Economics, Real Estate Financing, Real Estate Transactions, Structured Finance, Underwriting, Valuation, Commercial Lending, Mergers, Private Equity, Training
Education
University of California, Los Angeles 1976 — 1980
BA, Business Economics
Corona del Mar High School 1972 — 1976
Credit Suisse February 2015 - Present
S&P Capital IQ March 2011 - Present
Standard & Poor's October 2008 - March 2011
Union Bank of California December 2007 - March 2008
AT&T Mobility 2008 - 2008
Cingular 2005 - 2006
Skills
SDLC, PL/SQL, SQL, Oracle, Data Warehousing, JavaScript, Agile Methodologies, Scrum, C#
Education
University of Madras
BE, Computer Science
Tripping.com April 2014 - Present
SuperSaga Studios, Inc. June 2013 - April 2014
CareCredit November 2012 - August 2013
Kap7 International April 2011 - October 2012
SET Water Polo Club October 2011 - September 2012
Row Apparel and Promotions May 2010 - June 2011
Union Bank of California September 2008 - May 2010
UCLA Volunteer Income Tax Assistance (VITA) October 2007 - May 2008
UCLA Athletics August 2004 - May 2008
Skills
QuickBooks, Operations Management, Sales, Events, Financial Analysis, Customer Service, Marketing, Social Media, Budgets, Forecasting, Inventory Management, Microsoft Excel, Credit, Microsoft Office, Microsoft Word, Event Planning, Management, Salesforce.com, Accounting, Account Management, Portfolio Management, PowerPoint, Sales Operations, Marketing Strategy, Analysis, Coaching, Business Development, Banking, Game Development, Game Design
Education
University of California, Los Angeles 2004 — 2008
BS, Economics
SHP 2000 — 2004
Saint Joseph's 1990 — 1999
Union Bank 2006 - Present
Union Bank of California April 2005 - Present
Skills
Loans, Retail Banking, Banking, Small Business Lending, Commercial Lending, Credit, Branch Management, Loan Origination, Branch Banking, Lines Of Credit, Management, Consumer Lending, Commercial Banking, Credit Analysis, Mortgage Lending, Financial Analysis
Education
University of California, San Diego 1992 — 1996
BancorpSouth August 2012 - Present
Ouachita Independent Bank February 2007 - August 2012
TIB Bank April 2004 - February 2007
Spottswood Companies, Inc. September 2003 - April 2004
Sales Solutions International March 2001 - August 2003
USAA February 1992 - March 2001
Coutret & Associates July 1990 - February 1992
Union Bank of California December 1985 - July 1990
Texas Commerce Bank March 1985 - December 1985
First City National Bank June 1982 - December 1985
Skills
Credit Analysis, Banking, Commercial Lending, Commercial Banking, Loans, Credit, Small Business Lending, Credit Risk, Portfolio Management, Financial Analysis, New Business Development, Commercial Mortgages, Lines Of Credit, Underwriting, Deposits, Cash Management, Risk Management, SBA
Education
University of Oklahoma 1978 — 1982
BBA, Finance
Wells Fargo July 2013 - Present
The Marketing Extension 1999 - 2013
Wray Ward February 2008 - February 2010
Wray Ward Laseter 1996 - 1998
The William Cook Agency 1994 - 1996
Union Bank of California 1989 - 1994
Skills
Marketing Communications, Integrated Marketing, Advertising, Direct Mail, Social Media Marketing, Marketing Strategy, Creative Direction, Email Marketing, Digital Marketing, Copywriting, Direct Marketing, Online Advertising, Social Media, Creative Strategy, Corporate Communications, Media Planning and..., Market Research, Marketing, Press Releases, Strategy, Public Relations, Brand Development, Marketing Management, B2B, Strategic Planning, Leadership, Media Planning, New Business Development
Education
University of Oregon
BA
University of Massachusetts, Amherst
Stem, Inc. September 2015 - Present
Utilities International, Inc. September 2013 - September 2015
Southern California Edison May 2010 - September 2013
Attain August 2009 - May 2010
BearingPoint Inc February 2007 - August 2009
UC San Diego January 2007 - June 2007
Union Bank of California February 2006 - March 2007
A. G. Edwards & Sons June 2006 - November 2006
Skills
Program Management, Business Process, Integration, Project Management, Analysis, Managerial Finance, Engagement Management, Change Management, Budgets, ERP, Forecasting, Business Process..., Business Analysis, SAP, Process Improvement, PMP, Software Documentation, PMO, Cross-functional Team..., Project Portfolio..., MS Project, Access, Visio, Systems Analysis, SDLC, Business Intelligence, Requirements Analysis, Requirements Gathering, IT Strategy, Vendor Management, Business Development, Consulting, Data Warehousing, Enterprise Architecture, Resource Management, Business Transformation, Smart Grid, Smart Metering, AMI, Meter Data Management, Software Project..., SharePoint, Project Delivery, Agile Project Management, Business Process Design, Solution Architecture, Demand Response, Business Requirements, Management Consulting, Governance
Education
University of California, San Diego 2003 — 2007
B.S., Economics - Management Science
HSBC April 2011 - Present
HSBC March 2008 - March 2011
HSBC May 2000 - March 2008
Union Bank of California 1998 - 2000
SAIC 1986 - 1998
US Navy June 1982 - May 1986
Skills
Relationship Management, Risk Management, Infrastructure, CRM, PMP, Databases, SDLC, Vendor Management, Software Project..., Operational Planning, Business Analysis, Data Conversion, Business Intelligence, Data Warehousing, IT Management, Management, PMO, Project Management, Project Planning, Quality Assurance, Requirements Analysis, Requirements Gathering, Visio
Education
University of Phoenix 1997 — 1998
BS, Business Information Systems
University of Mary 1979 — 1982
Business
Bank Lease Advisors 2009 - Present
GE Capital August 2008 - May 2009
Citi May 2007 - May 2009
CoActiv Capital Partners Inc July 2005 - January 2007
Wells Fargo Financial Leasing January 2004 - July 2005
Union Bank of California 1999 - 2003
Mellon US Leasing 1991 - 1999
Tokai Financial Services 1986 - 1991
Education
University of Nebraska-Lincoln 1977 — 1982
PJF Consulting December 2007 - Present
Vertex Pharmaceuticals July 2001 - March 2006
Aurora Biosciences April 1997 - July 2001
Vical, Inc August 1994 - April 1997
Beckman Coulter October 1992 - August 1994
First National Bank April 1987 - April 1992
Union Bank of California March 1973 - April 1987
McKesson April 1970 - March 1973
Skills
Human Resources, Organizational..., Personnel Management, Executive Coaching, Start-ups, Performance Management, Biotechnology, Internal Communications, Succession Planning, Payroll, Business Development, Talent Management, Lifesciences, Strategy, Talent Acquisition, Pharmaceutical Industry
Education
University of California, Santa Barbara 1965 — 1970
B.A., History
Silicon Valley Bank July 2013 - Present
Silicon Valley Bank June 2012 - June 2013
Silicon Valley Bank February 2007 - May 2012
Greater Bay Bank February 2006 - February 2007
Union Bank of California October 2002 - February 2006
GATX Capital February 1997 - November 2001
O'Rourke, Sacher & Moulton, CPAs August 1993 - February 1997
Skills
Venture Capital, Asset Based Lending, Loans, Business Development, Finance, Relationship Management, Cash Flow Lending, Growth Capital, Cleantech, Working Capital..., Underwriting, Trade Finance, Mergers & Acquisitions, Due Diligence, Portfolio Management, Leadership, Corporate Finance, Commercial Banking, Financial Modeling, Management, Financial Structuring
Education
UC Santa Barbara 1989 — 1993
BA Business Economics, Economics, Accounting, Finance
SRHS
Orange Coast Title November 2013 - Present
American Coast Title October 2012 - October 2013
Ticor Title May 2012 - September 2012
Q&S Escrow November 2010 - December 2011
Fidelity National Title December 2000 - June 2009
Fidelity National January 2000 - January 2009
Southland Title June 1998 - June 2000
Southland January 1998 - January 2000
Union Bank January 1991 - December 1997
Union Bank of California January 1991 - January 1997
Skills
Customer Relations, Customer Service, Budgeting, Account Management, Coaching, Budgets
Education
University of California, San Diego 1986 — 1998
Bachelor of Arts, Economics
University of California, Berkeley
Bachelor`s of Arts, Economics
Revolver Films January 2011 - Present
Revolver Films LA July 2009 - January 2011
Premier Valet September 2008 - January 2010
Union Bank of California October 2007 - July 2009
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Social Media Marketing, Social Media, Photoshop, Sales, Microsoft Word, Marketing, Project Management, Advertising, Account Management, Marketing Strategy, Salesforce.com, Research, Social Networking, Online Advertising, Facebook, Event Planning
Education
University of California, Irvine 2006 — 2010
Bachelor of Arts (B.A.), Studio Art
JP Morgan Securities LLC July 2014 - Present
JPMorgan Chase Bank NA July 2013 - June 2014
JPMorgan Chase Bank NA August 2010 - June 2013
ALAN (K)IZOR & PARTNERS CONSULTING, LLC May 2009 - June 2010
Union Bank of California March 2006 - December 2008
Citicorp Investment Services 2003 - 2005
Wells Fargo Investments 1991 - 2003
Education
University of Nevada Las Vegas Lee Business School
BS, Marketing
John S. Brana - Handcrafted Designer Jewelry San Francisco, California October 2004 - Present
Charles Schwab August 1997 - January 2004
Bronson, Bronson, McKinnon LLP September 1993 - August 1997
Union Bank of California March 1992 - August 1993
Skills
Vendor Relations, Entrepreneur, Business Planning, Forecasting, Start-ups, SEO, E-commerce SEO, Marketing, Leadership, Entrepreneurship, Fashion, Management, Budgets, Competitive Analysis, Market Research, Finance, Retail, Marketing Strategy, Merchandising, Sales
Education
University of Michigan 1988 — 1990
MBA, Finance/International Economics
University of Michigan 1982 — 1986
BA, Economics
Retirement Revolution / Vertical Management Systems, Inc February 2014 - Present
SADIS Corp. January 2009 - February 2014
DST Retirement Solutions June 2011 - January 2013
Experian Consumer Direct March 2010 - July 2011
Union Bank of California August 2004 - January 2009
CNA Financial Corp. - CNA Trust April 1998 - August 2004
Abitibi-Consolidated, Ediwise November 1996 - April 1998
Tim Hortons Inc. (Wendy's International) January 1993 - November 1996
B.G.N. Computer Systems Inc. January 1990 - January 1993
Skills
SDLC, Integration, Change Management, Business Analysis, IT Strategy, Process Improvement, Risk Management, Outsourcing, Program Management, Strategy, Software Development, Management, Requirements Analysis, Security
Education
University of Phoenix
in progress, Bachelor of Science, Business / E-Business
Blue Shield of California September 2011 - Present
Lockheed Martin January 2006 - August 2011
Union Bank of California December 2004 - December 2005
Zenith Insurance April 2003 - December 2004
Wells Fargo October 1999 - April 2003
Previous Work January 1990 - September 1999
Skills
Vendor Management, Requirements Gathering, SDLC, Data Warehousing, Business Intelligence, Data Management, Information Architecture, Program Management, Project Management, Integration, Enterprise Software, ETL, Software Development, Governance, Information Technology, Strategy, Security, Management, SAP, Leadership
Education
University of Louisville
Bachelor of Science in Engineering Science, Computer Science and Mathematics Engineering
Yodlee June 2014 - Present
CashEdge (Division of Fiserv) November 2012 - May 2014
CashEdge (Acquired by Fiserv) January 2011 - December 2012
Cognizant Technology Solutions July 2010 - January 2011
SEI August 2007 - July 2010
SEI October 2006 - August 2007
SEI Investments September 2001 - August 2006
Wells Fargo January 1998 - August 2001
Wachovia, A Wells Fargo Company 1998 - 1998
Union Bank of California 1995 - 1997
Skills
Product Management, Business Process..., SDLC, Business Analysis, Program Management, Business Intelligence, Investments, Strategy, Cross-functional Team..., Integration, Business Process, Requirements Analysis, Banking, Outsourcing, SaaS, Leadership, Risk Management, Change Management, Financial Services, Management, Project Management, Analysis, Finance, Strategic Enterprise...
Education
University of Puget Sound 1992 — 1995
BA, Economics, Finance, Communications
Mead High School
Wells Fargo March 2011 - Present
NCWSA 1995 - Present
Bank Lease Advisors May 2009 - December 2010
GE Capital August 2008 - May 2009
CitiCapital Healthcare Finance April 2007 - May 2009
PECC 2005 - 2007
Wells Fargo Financial January 2004 - July 2005
Union Bank of California 1999 - 2002
Mellon US Leasing 1991 - 1999
Master Lease - Tokai Financial 1986 - 1991
Skills
Transportation, Aircraft, Office Automation, Commercial Banking, Relationship Management, Sales Management, Direct Sales, Credit Analysis, Loans, Credit, Loan Origination, Commercial Lending, Asset Based Lending, Banking, Business Development, Business Planning, Commercial Mortgages, Commercial Real Estate, Cross Selling, Executive Management, Finance, Financial Risk, Financial Services, Management, Mergers, Mortgage Lending, Negotiation, Portfolio Management, Real Estate, Real Estate Financing, Refinance, Sales, Small Business Lending, Underwriting, Mergers & Acquisitions
Education
University of Nebraska-Lincoln 1977 — 1982
BA, Political Science
MD Insider March 2015 - Present
ScoreBig Inc July 2013 - January 2015
Startup, A MuckerLab Company October 2012 - June 2013
Sidebar Inc. April 2007 - July 2012
GoTV Networks April 2006 - April 2007
JAMDAT Mobile January 2001 - April 2006
eCompanies LLC. September 2000 - January 2001
Eve.com July 1999 - September 2000
Citysearch September 1996 - July 1999
Union Bank of California February 1995 - September 1996
Skills
Mobile Commerce, Start-ups, Product Management, Integration, Open Source Software, Business Strategy, IT Operations, Mobile Devices, Fundraising, R&D, Strategic Partnerships, Big Data, Mobile Technology, Mobile Applications, Android, Engineering, Engineering Management, Analytics, Cloud Computing, Technical Operations, Outsourcing Management, Software Development, Mobile Marketing, Entrepreneurship, Digital Media, Linux, SaaS, E-commerce, Mobile Advertising, Strategy, User Experience, Agile Project Management, Mobile Internet, Agile Methodologies, Business Intelligence, IT Strategy, Scalability, Architecture, Distributed Systems, CRM, Product Development, Wireless, Hadoop, Python, System Architecture, Competitive Analysis, Venture Capital, Monetization, Architectures
Education
University of California, Irvine
McKesson Corp. October 2001 - Present
Union Bank of California March 1987 - November 1997
Skills
Disposition, Contract Negotiation, Real Estate, Leases, Training, Real Estate Transactions, Facilities Management, Corporate Real Estate, Lease Negotiations, Property Management, Location Intelligence, Commercial Real Estate, Lease Administration, Dispositions, Due Diligence
Education
University of California, Berkeley, Haas School of Business 1973 — 1975
MBA, Finance
Consultant December 2012 - Present
Wells Fargo Bank March 2011 - December 2012
Ajilon March 2010 - September 2010
Union Bank of California October 2005 - October 2008
LPL Financial June 2000 - October 2005
Quick & Reilly 1996 - 2000
Sutro & Co. 1992 - 1996
Skills
Accounting, Financial Planners, Program Management, Risk Management, Recruiting, Bookkeeping, Business Development, Management, Financial Analysis, Leadership, Auditing, Human Resources, Payroll, Strategy, Loans, Cost Accounting, Budgets, Strategic Planning, Business Planning, Fundraising, Analysis, Marketing, Project Management, Sales, New Business Development, Negotiation, Investments, Time Management, Finance, Financial Planning
Education
University of California, San Diego 1989 — 1993
BA, Quantitative Economics and Decision Science
Google April 2014 - Present
Wirths Consulting March 2007 - November 2014
Raeder Landree, Inc. November 2013 - April 2014
Prosum March 2013 - November 2013
Turner Construction June 2011 - February 2013
Deloitte September 2010 - June 2011
Prosum December 2009 - September 2010
PMCC Inc. December 2008 - December 2009
Union Bank of California March 2007 - November 2007
Deloitte Services, LP January 2003 - March 2007
Skills
Program Management, PMP, Data Center, Project Management, Disaster Recovery, Strategy, Management, Telecommunications, Team Leadership, Analysis, Business Strategy, Budgets, Training
Education
University of California, Irvine - The Paul Merage School of Business 1997 — 2000
MBA
University of Maryland University College 1985 — 1989
BS
Sidwell Friends 1970 — 1979
Zynx Health August 2013 - Present
Zynx Health May 2010 - August 2013
Advisys March 2007 - May 2010
Orange County Software Development Institute 2005 - 2007
Union Bank of California 2001 - 2005
Salesmation 1999 - 2001
CH2M HILL and others 1989 - 1999
Skills
Organizational..., Leadership, IT Strategy, IT Management, Healthcare Information..., Agile Methodologies, Information Technology, Engineering Management, Process Improvement, Solutions Architecture, Governance, Clinical Decision..., Technological Innovation, SaaS, Agile Project Management, Program Management, Project Management, Product Development, Mergers & Acquisitions, Design Thinking, Lean Startup, Security, Compliance Management, HIPAA
Education
University of California, Irvine - The Paul Merage School of Business 2003 — 2005
MBA
University of California, Los Angeles
B.A.
Nadel CPAs, A Professional Corporation January 2015 - Present
JMJ Accountants, Inc. August 2013 - Present
Furness & Associates August 2009 - August 2013
Wachovia Bank May 2007 - August 2009
World Savings December 2004 - May 2007
Union Bank of California November 2002 - August 2003
Bank of America December 2000 - November 2002
Skills
Securities, Tax, Financial Analysis, Banking, Financial Modeling, Investments, Credit, Financial Reporting, Accounting, Budgets, Cash Management, Insurance, Estate Planning, Risk Management, Loans, QuickBooks, Payroll, Small Business, Tax Preparation, Financial Statements, Strategic Financial..., Account Reconciliation, Financial Planners, Income Tax, Bookkeeping, CPA, Cash Flow, Finance, Management, US GAAP, Auditing, Corporate Finance, Tax Returns, Corporate Tax, Due Diligence, Payroll Taxes, Mergers & Acquisitions, Treasury Management, Sales Tax
Education
University of California, Santa Barbara 2003 — 2006
Bachelor of Arts, Business Economics
CooperVision May 2012 - Present
Total Reward Strategies May 2008 - June 2012
Medtronic February 2001 - May 2008
iQuantic March 2000 - February 2001
Union Bank of California November 1997 - March 2000
Smart and Final 1996 - 1997
Standard Chartered Bank 1994 - 1996
Skills
Access, Data Analysis, Excel, Microsoft Office, HRIS, PowerPoint, Performance Management, Affirmative Action, Incentives, Base Pay, Executive Compensation, Sales Compensation, Compensation, Incentive Programs, Global HR, HR Strategy, Market Pricing, Job Analysis, HR Consulting, Job Evaluation, PeopleSoft, Job Descriptions, FLSA, Salary Surveys, Salary Structures, Benchmarking, Equity Compensation, Deferred Compensation, Microsoft Excel, Leadership, Strategy, Training, Workforce Planning, Succession Planning, Personnel Management, Human Resources, Executive Pay
Education
Univ. of Phoenix 1998 — 2000
MBA, Business Administration
Stella & Dot May 2014 - Present
Bottlenotes September 2011 - November 2014
The Junior League of San Francisco June 2011 - June 2012
Dream A Little Dream Events April 2010 - October 2011
Union Bank September 2008 - September 2011
The Junior League of San Francisco May 2010 - May 2011
The Junior League of San Francisco June 2009 - May 2010
The Junior League of San Francisco June 2008 - May 2009
Union Bank of California May 2006 - August 2008
The Marine Mammal Center January 2006 - April 2007
Skills
Marketing, Social Media, Public Relations, Social Media Marketing, Marketing Strategy, Sales, Marketing Communications, Management, Budgets, Customer Service, Strategic Planning, Market Research, Leadership, Analysis, Volunteer Management, Time Management, Sales Management, Analytics
Education
University High School
Bachelor of Arts and Science
University of Colorado at Boulder
BAS
Union Bank March 2014 - Present
Union Bank October 2011 - March 2014
Union Bank October 2009 - September 2011
Union Bank July 2007 - October 2009
Union Bank of California October 2006 - June 2007
Union Bank of California July 2005 - September 2006
Skills
Credit Analysis, Loans, Underwriting, Credit, Commercial Lending, Credit Risk, Banking, Commercial Banking, Portfolio Management, Financial Analysis
Education
University of California, San Diego 2003 — 2005
BA, Economics
NetSuite January 2015 - Present
Sony Computer Entertainment America December 2011 - January 2015
The Walt Disney Studios September 2009 - December 2011
The Walt Disney Company September 2007 - September 2009
Union Bank of California May 2005 - August 2007
Gymboree October 2000 - May 2005
Rubin Postaer & Associates November 1999 - June 2000
Skills
Executive Pay, HRIS, Job Analysis, Base Pay, Payroll, Certified Compensation..., Variable Pay
Education
University of California, Los Angeles
BA, Psychology
ODC Dance March 2009 - Present
Fortis June 2005 - February 2009
Union Bank of California April 1994 - June 2005
Bank of America January 1992 - April 1994
Skills
Corporate Finance, Management, Banking, Structured Finance, Credit Analysis, Capital Markets, Commercial Lending, Strategic Planning, Finance, Theatre, Dance, Commercial Banking, Financial Analysis, Strategy, Portfolio Management, Start-ups, Public Speaking, Loans, Executive Management, Investments, Cash Management, Training, Research, Performing Arts, Mergers & Acquisitions, CRM, Private Equity, Financial Structuring, Treasury Management, Financial Modeling, Investment Banking, Emerging Markets, Corporate Development, Project Finance, Leveraged Finance
Education
University of Notre Dame
BBA Finance, Finance and Accounting
University of Washington
Graduate School of Banking
Union Bank of California July 1997 - Present
Skills
Retail Banking, Vendor Management, Mergers, Loan Origination, Operational Risk..., Business Process..., Business Strategy, Strategic Planning, Change Management, Disaster Recovery, Financial Services, Team Building, Business Analysis, Operations Management, Cross-functional Team..., Process Improvement, Project Management, Customer Service, Budgets, New Business Development, Program Management, Due Diligence, Business Development
Education
University of California, Berkeley 1979 — 1983
BA, Business Law/Psychology/Sociology
Demand Media August 2013 - Present
Demand Media April 2012 - July 2013
Demand Media January 2010 - April 2012
Demand Media April 2008 - March 2010
Yahoo! February 2006 - April 2008
Union Bank of California October 2002 - February 2006
Edmunds.com April 2000 - October 2002
Skills
Online Marketing, Strategy, Analytics, Analysis, Product Management, Web Analytics, Business Intelligence, Marketing Strategy, Digital Marketing, Competitive Analysis, Management, Sales, Customer Retention, Digital Media, Online Advertising, Forecasting, Web Marketing, Content Marketing, E-commerce, Digital Strategy, Omniture, Strategic Partnerships, SEO, Monetization, Mergers & Acquisitions, Retail, Social Media
Education
University of Southern California - Marshall School of Business 2002 — 2005
MBA
UC San Diego 1992 — 1996
BA
Union Bank of California April 2006 - Present
Ameriquest Mortgage November 2004 - April 2006
Unisys June 2000 - November 2004
Skills
SDLC, Business Analysis, Visio, Business Requirements, Process Improvement, Banking, Business Process, Requirements Gathering, Business Intelligence, Requirements Analysis, Business Objects, Cross-functional Team..., Client Presentation, End User Training, Lean Six Sigma, Meeting Facilitation, Microsoft Project, Software Engineering, Project Planning, Project Delivery, Reporting & Analysis, Project Management, Project Estimation, Stakeholder Management, Requirements Management, SQL
Education
University of California, Irvine 1996 — 2000
Information Computer Science & International Studies
University of California, Irvine
Business Analyst Certificate
University of California, Irvine
Project Management Certificate (Currently attending)
MUFG Americas September 2010 - Present
Union Bank July 2010 - December 2012
Union Bank January 2009 - July 2010
Union Bank of California June 2007 - January 2009
RegalEntertainment Group October 2001 - December 2006
Skills
Fluent English, Fluent Spanish, SME Taleo, Recruiting, Sourcing, Customer Service, Onboarding, Retail, Spanish, Employee Relations, Talent Acquisition, Banking, Vendor Management, Human Resources, Team Building, Business Development, Management, Coaching, Process Improvement, Change Management, Project Management, Strategic Planning, Finance, Taleo, College Recruiting, Acquisitions, Personnel Management, Employment Law, Hiring, Leadership
Education
University of La Verne 2007 — 2009
MBA, Human Resources
Private July 2012 - Present
MidFirst Bank September 2008 - June 2012
JPMorgan Chase October 2007 - September 2008
Union Bank of California February 2005 - October 2007
Education
La Universidad de Guanajuato - Mexico
University of California, Berkeley
Bachelors
Union Bank May 2011 - March 2014
Union Bank of California August 2000 - April 2011
Bat, Battery & Biceps August 2004 - April 2009
BTI Telecom April 1999 - August 2000
The Wallach Co. April 1996 - April 1999
First Commercial Capital April 1995 - April 1996
Skills
Financial Analysis, Corporate Communications, Investor Relations, Public Relations, Financial Markets, Rating Agency Relations, Shareholder Value, Privatization, Pre-IPO, NYSE, Financial Media..., Executive..., Banking, Executive Management, Strategy, Mergers & Acquisitions
Education
University of Denver - Daniels College of Business 1992 — 1996
BSBA
Union Bank of California January 2009 - Present
Union Bank 2009 - Present
Ares Management LLC June 2006 - September 2008
KPMG January 1996 - June 2006
KPMG Structured Finance Group 2001 - 2006
First Interstate Bank August 1991 - January 1996
Education
University of California, Santa Barbara 1986 — 1991
High School 1983 — 1986
LPL Financial January 2014 - Present
LPL Financial September 2008 - Present
UnionBanc Investment Services November 2005 - September 2008
Union Bank of California April 2004 - September 2005
TD Waterhouse November 1999 - April 2004
Skills
Series 7, Cross Selling, Series 24, Financial Services, Relationship Management, Credit, Loans, Credit Risk, Commercial Lending, Credit Analysis, Series 53, Series 66
Education
University of California, San Diego 1995 — 1999
Fetzer Vineyards June 2011 - Present
Various Companies May 1988 - June 2011
Denny's Inc. May 1985 - December 1987
Union Bank of California January 1983 - May 1985
Skills
Recruiting, Talent Acquisition, Sourcing, Contract Recruitment, Wine, Employer Branding, Targeted Selection..., Lead Generation, Microsoft Excel, Targeted Search, Social Media Outreach, HR Metrics, Offer Development, Employment, Client Intake, wine and spirits..., behavioral based..., Copy Editing, Content Writing, Content Development
Education
University of California, Los Angeles
BA, Psychology
Union Bank Of California January 2007 - Present
SunTrust Banks Inc. 1999 - 2007
Deutsche Bank July 1997 - April 1999
Salomon Brothers 1993 - 1996
Skills
Commercial Banking, Banking, Credit, Capital Markets, Derivatives, Risk Management, FX Options, Credit Risk, Portfolio Management, Trading, Loans
Education
University of Florida - Warrington College of Business Administration 1987 — 1992
Union Bank of California August 2010 - Present
Infoclarity Solutions, Inc May 2001 - Present
LPL Financial Services April 2007 - February 2010
LPL Financial 2007 - February 2010
BikeBandit.com 2010 - 2010
Modern Postcard 2006 - 2007
Pfizer 2001 - 2006
Science Applications International Corporation 1990 - 1998
Skills
C#, Microsoft SQL Server, WCF, Agile Methodologies, ASP.NET, .NET, SSRS, Business Analysis, VB.NET, Databases, T-SQL, ASP, Integration
Education
University of California, San Diego 1982 — 1988
Consultant July 2014 - Present
FOLIOfn, Inc August 2010 - January 2014
The Hartford September 2004 - June 2009
Union Bank of California April 2003 - August 2003
Providian Financial 1995 - 2003
Ramboll Environ 1990 - 1995
Skills
Talent Management, Performance Management, Human Resources, Employee Relations, Succession Planning, Consulting, Recruiting, Management, Talent Acquisition, Employee Benefits, Training, Financial Services, Vendor Management, Coaching, Onboarding, 401k, Team Leadership, Strategic Leadership, Change Management, Large Scale Change..., Executive Coaching
Education
University of Pittsburgh 1984 — 1988
BS, Psychology
University of Pittsburgh 1984 — 1988
BA, English
ECCHS
Valle Makoff February 2014 - April 2015
Morrison & Foerster October 2013 - November 2013
Keker & Van Nest April 2013 - June 2013
Latham & Watkins October 2011 - May 2012
Latham & Watkins July 2008 - November 2008
Union Bank of California 2007 - June 2008
Shimokaji & Associates October 2007 - January 2008
Winston & Strawn May 2007 - October 2007
Union Bank of California 2006 - 2007
Watson Law Group 2005 - 2006
Skills
Civil Litigation, Legal Research, Legal Writing, E Discovery, Patent Litigation, Contract Drafting, Intellectual Property, Intellectual Property..., Right of Publicity, Copyright Law, Trademark Law, Art Law, Technology Trasfer, Insurance Litigation, Trademarks, Legal Compliance, Patents, Litigation, Licensing, Trials, Courts, Litigation Support
Education
University of Dayton School of Law 2001 — 2004
Juris Doctor, Law
University of Dayton 1997 — 2001
Bachelor of Science, Electronic Engineering Technologyy
Union Bank of California 1998 - 2000
Education
University of California, Berkeley 1988 — 1994
MUFG Union Bank, N.A. January 2013 - Present
Union Bank September 2007 - January 2013
Union Bank of California November 2004 - September 2009
Skills
Data Warehousing, ETL, SSIS, Business Intelligence, SSRS, Microsoft SQL Server, T-SQL, Data Modeling, Analytics, SDLC, SharePoint, Business Analysis, Requirements Analysis, Databases, Business Objects, Requirements Gathering, Database Design, Visio, Systems Analysis, Enterprise Architecture, OLAP, Agile Methodologies, SQL, SOA, Business Requirements, Agile Project Management, Software Project..., Oracle, PL/SQL, Scrum, Analysis Services, Integration
Education
The University of Montana 1997 — 2001
Bachelor of Science (B.S.), Management Information Systems
Union Bank of California October 2004 - Present
Providian Financial April 2002 - October 2004
ReEnforce, LLC April 2000 - July 2002
Wells Fargo March 1988 - April 2000
Citicorp Management Logistics August 1986 - March 1988
Matson Navigation March 1985 - August 1986
M&M Mars, Inc. June 1983 - March 1985
PNC Bank September 1977 - June 1982
University of Pittsburgh February 1972 - September 1977
Education
University of Pittsburgh 1968 — 1981
Bachelor's, Creative Writing
University of Pittsburgh
Master's, Masters in Information Science included System Application Development
Associated Bank January 2011 - Present
HSH Nordbank 2008 - 2009
Barclays Capital 2007 - 2008
Union Bank of California 2000 - 2007
Skills
Structured Finance, Capital Markets
Education
University of California, San Diego
BA, Economics
Union Bank April 2009 - Present
Union Bank of California January 2001 - June 2008
Skills
Business Analysis, Credit Risk, Commercial Banking, Risk Management, Credit, Portfolio Management, Basel II, Banking, Credit Analysis, Financial Services, Financial Risk, Commercial Lending
Education
University of California, Davis 1998 — 2000
Bachelor of Science, Managerial Economics
Finlay Pacific, LLC February 2011 - Present
Grubb & Ellis October 2009 - February 2011
Advantage for Analysts September 2008 - July 2009
Zapolski + Rudd August 2005 - April 2008
GVA Whitney Cressman August 1998 - January 2005
Union Bank of California September 1997 - August 1998
Skills
Real Estate, Asset Managment, Negotiation, Commercial Real Estate, Financial Analysis, Marketing Strategy, Sales Management, Landlord, Investment Properties, Disposition, Location Intelligence, Brokerage, Property Management, Investments, Leases, Real Estate Development, Valuation, Real Estate Economics, Real Estate Transactions, Due Diligence, Portfolio Management, Business Development, Strategic Planning, Asset Management, Landlords, Marketing, Tenant, Lease Negotiations, Acquisitions, Corporate Real Estate, Tenant Representation, Land Acquisition, Appraisals, Real Estate Financing, Market Analysis, CRM, Financial Structuring, Lease Administration, Dispositions
Education
University of California, Davis 1993 — 1997
BS, Agricultural Economics
Thousand Oaks High School 1993 — 1993
Viking River Cruises August 2007 - Present
Union Bank of California November 2005 - July 2007
Parlourwood Ltd. London, UK February 2003 - March 2005
Skills
SEO, Marketing Strategy, Market Planning, Direct Mail, Marketing, Creative Direction, Market Research, Email Marketing, Budgets, CRM, Digital Marketing, Training, Tourism, Copywriting, Business Strategy, Internal Communications, Advertising, Project Management, Marketing Communications, SEM, Online Advertising, Integrated Marketing, Social Media Marketing, Direct Marketing, Strategy, Online Marketing, Leadership, E-commerce, Digital Strategy
Education
University of California, Santa Barbara 1996 — 2000
Bachelor of Arts (BA), Art Studio (Emphases: Graphic Design, Digital Video and Photography)
McKesson February 2011 - Present
Self-employed July 2007 - Present
The Newport Avenue Group July 2007 - February 2011
Qualcomm 2007 - 2008
UBOC 2006 - 2007
Union Bank of California 2006 - 2007
www.unionbank.com 2005 - 2007
HERAE LLC August 2004 - March 2006
Kinzan, Inc 1999 - 2004
Kinzan Inc., Carlsbad, CA 1999 - 2004
Skills
Java Enterprise Edition, JBoss Application Server, Web Applications, Business Process, SQL, E-commerce, Change Management, Agile Methodologies, SOA, Project Management, Strategic Planning, Web Development, HTML, Enterprise Architecture, Software Development, Team Leadership, Web Analytics
Education
University of California, San Diego 1989 — 1994
Bachelor of Science (BS), Computer Engineering
OneWest Bank March 2009 - Present
Indymac Bank October 2004 - May 2010
Indymac Bank October 2004 - May 2007
Boeing Capital Corporation March 2000 - October 2004
Deloitte & Touche Capital Markets Group 2004 - 2004
Grant Thornton LLP January 1998 - November 2000
Union Bank of California 1995 - 1998
Skills
Valuation, Fixed Income, Risk Management, Derivatives, Portfolio Management, Financial Reporting, Finance, Credit Risk, Accounting, Hedging, GAAP, Loans, Interest Rate Risk..., Financial Modeling, Financial Analysis, Financial Services, Capital Markets, Due Diligence, Corporate Finance, Banking
Education
University of Southern California - Marshall School of Business 2003 — 2007
MBA, Finance
University of Colorado Boulder 1991 — 1995
BS, Finance
Union Bank of California 1981 - Present
Education
University of Puget Sound
Business Administration, Accounting
Athlete Wealth Management August 2010 - Present
Penniall & Associates 2010 - Present
Union Bank of California October 2005 - March 2010
Union Bank N.A. 2005 - 2010
Gateway Grizzlies Baseball May 2005 - August 2005
Houston Astros June 2004 - March 2005
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Series 7, Securities, Investments, Portfolio Management, 401k, Retirement, Financial Analysis, Insurance, Asset Management
Education
University of California, Los Angeles 2000 — 2004
Bachelor of Arts (B.A.)
Wells Fargo October 2012 - Present
HSBC Bank USA, N.A. August 2011 - April 2012
HSBC 2007 - September 2011
HSBC Bank Middle East Limited June 2003 - June 2007
Saudi British Bank (HSBC) August 2000 - June 2003
HSBC February 1998 - August 2000
HSBC September 1996 - February 1998
HSBC August 1994 - September 1996
HSBC July 1989 - August 1994
Union Bank of California May 1986 - July 1989
Skills
International Trade, Trade Finance, Trade Marketing, Risk Management, Banking, Supply Chain, Credit Risk, Trading, Commercial Banking, Retail Banking, Financial Risk, Portfolio Management, Investment Banking, Credit
Education
University of California, San Diego 1977 — 1982
Housing Trust Silicon Valley March 2013 - Present
Merritt Community Capital 2011 - Present
Dignity Housing West 2012 - Present
East Bay Asian Local Development Corporation July 2012 - March 2013
JM Consulting March 2012 - March 2013
U.S. Bank December 2010 - March 2012
Union Bank of California January 2007 - December 2010
Union Bank January 2005 - January 2007
Bank of America 1998 - 2005
County of Alameda 1990 - 1998
Skills
Affordable Housing, Community Development, Redevelopment, Credit, Real Estate Finance, Real Estate Economics, Asset Management, Tax Credits, Real Estate Development, LIHTC, Loans, Real Estate Financing, Finance, Due Diligence, Underwriting, Financial Analysis, Real Estate, Commercial Real Estate, Investments, Real Estate Transactions, Entitlements, Commercial Mortgages, Disposition
Education
University of California, Los Angeles 1985 — 1987
Masters, Architecture and Urban Planning
Yale University 1976 — 1980
Union Bank of California February 2006 - Present
Education
University of California, San Diego 1999 — 2004
Equator LLC September 2010 - Present
Apex Systems for Unisys Corp. @ AMGEN November 2009 - February 2011
DVF Designs, October 2007 - July 2010
Insight October 2009 - October 2009
Amgen 2008 - 2008
CountryWide Home Loans July 2007 - October 2007
Union Bank of California January 2005 - December 2006
Sanrise Inc. 2001 - 2002
Sanrise Inc 2001 - 2002
Skills
Routers, Networking, Troubleshooting, Network Administration, Windows Server, Access, Security, Servers, Software Documentation, Storage, Apache, Technical Support, Switches, Outlook, IIS, Databases, Active Directory, Data Center, Disaster Recovery, VPN, Incident Management, Visio, VMware
Education
University of Phoenix 2005 — 2011
BS, Information Technology
CalPERS August 2013 - Present
Self Employed 2005 - 2013
Barclays Global Investors 1999 - 2004
iGate Mastech 1998 - 1999
Union Bank of California 1994 - 1998
Wells Fargo Nikko Investment Advisors 1991 - 1994
Skills
Business Analysis, IT Strategy, Risk Management, Project Portfolio..., Software Project..., Project Management, SDLC, Financial Services, Vendor Management, Equities, Process Improvement, Requirements Analysis, Financial Modeling, Financial Analysis, Derivatives, Mutual Funds, PMO, Fixed Income, Hedge Funds, Banking, Portfolio Management, Securities, Capital Markets
Education
University of Delaware - Lerner College of Business and Economics 1986 — 1990
Bachelors of Science, Accounting
University of California, Berkeley Extension
Certificate Program, Project Management
MICROSOFT RELOCATION/CARTUS March 2007 - Present
NAKAGAWA MANUFACTURING, INC September 2003 - May 2006
UNION BANK OF CALIFORNIA April 2000 - October 2003
Skills
Customer Service, Project Management, Program Management, Marketing, Sales, Management, Team Building
Education
University of California, Irvine 2001 — 2003
Hillsdale High School
Sunnybrae
CAPTRUST July 2012 - Present
Diversified Investment Advisors December 2007 - June 2012
Union Bank of California November 2005 - November 2007
UBOC 2005 - 2007
Fidelity Investments 1999 - 2005
Education
University of Massachusetts, Amherst
Vanguard Properties June 2015 - Present
ThinkMarin August 2012 - Present
Kilmer Propertis LLC May 2012 - Present
Bloomberg January 2011 - March 2012
Merrill Lynch April 2008 - January 2009
Jefferies & Company May 2006 - July 2007
Barclays Global Investors December 2000 - January 2002
Union Bank of California January 1991 - March 1999
Skills
Valuation, Portfolio Management, Fixed Income, Investments, Public Speaking, Bloomberg, Risk Management, Derivatives, Trading, Financial Analysis, Series 7, Securities, Business Strategy, Capital Markets, Finance, Strategic Planning, Marketing Strategy, Management, Education, Educational Research, Higher Education, Technical Analysis, Financial Advisory, Real Estate, Real Estate Marketing, Real Estate Financing
Education
University of California, Irvine 1983 — 1986
BA, Economics
Robert Half July 2015 - Present
IT Optimizers January 2014 - June 2015
Fulcrum Methods January 2014 - June 2015
Chevron June 2010 - December 2013
Chevron April 2009 - February 2011
Chevron June 2008 - March 2009
Washington Mutual May 2007 - March 2008
washington mutual 2005 - 2007
Washington Mutual 2003 - 2005
Union Bank of California 2001 - 2003
Skills
Cross-functional Team..., Program Management, Product Management, Process Improvement, Project Portfolio..., Project Management, Management, Six Sigma, Business Strategy, Leadership, Strategic Planning, Marketing Strategy, Start-ups, Mergers, Vendor Management, Segmentation, Business Process..., PMP, SDLC, Business Analysis, Change Management, Marketing, Project Planning, Enterprise Software, PMO, Strategy
Education
University of California, San Diego
Bachelor of Arts (B.A.), Communication, General
Union Bank of California March 1997 - March 2010
First Interstate Bank 1975 - 1996
Skills
Commercial Banking, Banking, Credit, SBA, Mergers, Change Management, Commercial Mortgages, Commercial Lending, Small Business Lending, Employee Relations, Retail Banking, Cash Management, Credit Analysis, Project Management, Mortgage Lending, Treasury Management, Process Improvement, Financial Analysis, ACH
Education
University of California, Los Angeles 1976 — 1979
Kravitz, Inc. April 1985 - Present
Union Bank of California January 1981 - April 1985
Skills
401k, Retirement Planning, Investments, Retirement, Defined Benefit, Financial Analysis, Mutual Funds, Benefits Administration, ERISA, Employee Benefits, Management, Pensions, Business Planning, Series 63, Strategic Planning, Insurance, Process Improvement, Financial Services, Strategic Financial..., Mergers & Acquisitions, Relationship Management
Education
University of California, Los Angeles 1975 — 1979
B.A., Political Science
MUFG in the Americas March 2015 - Present
Union Bank of California April 2013 - Present
Education
Western State University College of Law 2002 — 2005
Juris Doctor
University of California, Irvine 1998 — 2002
Sociology/ Political Science
Cox Automotive Inc. September 2013 - Present
Union Bank January 2010 - September 2013
Union Bank of California December 2005 - January 2010
BuyMoto.com October 2003 - April 2008
Tapestry Solutions June 2001 - December 2005
Institute on Global Conflict and Cooperation March 1999 - June 2001
The Scripps Research Institute 1997 - 1998
Skills
Java, Software Development, Java Enterprise Edition, C#, Application Lifecycle..., Software Configuration..., Agile & Waterfall..., Test Management, Continuous Integration, Continuous Process..., Project Management, Maven, Cross-functional Team..., Open Source Software, J2EE Application..., Process Modeling, Test Automation..., Build Automation, SharePoint, Enterprise Architecture, RHEL, Repository Management, Software Quality..., Software Libraries, Distributed Systems, Offshore Resource..., Vendor Management, Enterprise Software, XML, Performance Tuning, Root Cause Analysis, MKS Integrity, .NET, Tomcat, Oracle, Six Sigma, JBoss Application Server, Perl, Databases, JavaScript, Microsoft SQL Server, SDLC, Integration, Unix, Agile Methodologies, Management
Education
University of California, San Diego 1996 — 2001
BS, Computer Science
McCandless Properties, Inc. April 2012 - Present
Union Bank of California March 2006 - March 2012
Skills
Commercial Lending, Loans, Commercial Banking, Credit, Credit Analysis, Portfolio Management, Financial Analysis, Credit Risk, Underwriting, Banking, Financial Modeling, Real Estate Economics, Investments, Asset Managment, Due Diligence
Education
University of California, Riverside 2001 — 2005
Bachelor of Science (B.S.), Business Administration
Cathay Bank October 2010 - Present
FIS Banking Solutions April 2009 - October 2010
Countrywide Home Loans 2006 - 2008
Argent Mortgage 2005 - 2006
Union Bank of California 2002 - 2005
Skills
MS Project, Banking, Project Management, SDLC, Business Analysis, Project Planning, Business Intelligence, Visio, Requirements Gathering, Vendor Management, Business Process, Leadership, Management, Risk Management
Education
University of California, Irvine
Bank of the West February 2009 - Present
Self Employed 2007 - February 2009
Union Bank of California 1995 - 2006
Financial Proformas, Inc. 1989 - 1995
Security Pacific Bank 1987 - 1989
Wells Fargo Bank 1978 - 1987
Skills
Credit, Loans, Commercial Lending, Credit Analysis
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Vassar College
AB, Music, Mathematics
Alexion Pharmaceuticals, Inc. August 2014 - Present
Weyerhaeuser June 2012 - July 2014
EAG, LP November 2009 - June 2012
Deloitte Corporate Finance September 2007 - October 2009
Union Bank of California March 2006 - August 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Due Diligence, Business Valuation, Mergers & Acquisitions, LBO, Capital Markets
Education
University of Southern California 2003 — 2006
BS, Business Administration, Finance
University of Melbourne - Melbourne Business School 2005 — 2005
City National Bank July 2008 - Present
City National Bank July 2008 - December 2009
Countrywide Bank 2006 - 2008
Wachovia Bank 2004 - 2006
Union Bank of California 2001 - 2004
TROY Group, Inc. 2001 - 2001
ADP 1996 - 2001
Wells Fargo Bank 1986 - 1996
First Interstate Bank 1986 - 1996
Skills
Treasury Management, Banking, User Acceptance Testing, Product Development, Product Management, Banking Relationships, Business Relationship..., Retail Banking, Strategic Planning, CRM, Business Development, Cash Management, Core Banking, Electronic Payments, Portfolio Management, Business Analysis, Underwriting, Sales, Quality Assurance, Management, Vendor Management, Enterprise Software, Treasury Services, Payments, ACH, Credit Risk, Internet Banking, Commercial Banking, Deposits, Commercial Lending, Credit Cards, Loans, Leadership, Credit, Financial Services, Relationship Management, Risk Management, Marketing, Mergers & Acquisitions, Software Documentation
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1981 — 1984
MBA
University of California, Santa Cruz 1979 — 1983
BA
Kering Eyewear May 2015 - Present
Marcolin August 2014 - May 2015
Majorica October 2013 - July 2014
Luxottica Group Spa September 2011 - September 2013
Majorica May 2009 - August 2011
Majorica July 2008 - May 2009
Coach September 2007 - July 2008
Union Bank of California 2004 - 2004
Skills
Retail, Fashion, Visual Merchandising, Merchandising, Sales, Brand Management, Marketing, Sales Operations, Advertising, Sales Management, Product Development, Management, Trade Shows, Training, Selling, Budgets, Wholesale, Retail Sales, Analysis, Forecasting, Business Strategy, Luxury Goods, Sales Presentations, Purchasing, Trend Analysis, Pricing, Strategic Planning, Marketing Strategy, Brand Development, Inventory Management, Brand Awareness, Profit, Account Management, Team Building, E-commerce, Competitive Analysis, Key Account Management, Social Media Marketing, Jewelry, Trend, International Business, Product Marketing, Market Research, Business Planning, Luxury, B2B, Strategy, Merchandise Planning, Trend Forecasting
Education
University of Colorado Boulder 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
BS, Business
Castle Medical Center 2011 - Present
Hawaii Medical Center 2005 - 2011
First Hawaiian Bank 2004 - 2005
St. Francis Medical Center 2003 - 2004
Spirent Communications 2000 - 2002
Charles Schwab 1998 - 2000
Union Bank of California 1995 - 1998
Skills
Financial Analysis, Data Analysis, Microsoft Office, Microsoft Excel, Marketing, Finance, Analysis, Community Outreach, Healthcare Information...
Education
University of Hawaii at Manoa 1990 — 1994
Collabera for Wells Fargo August 2011 - August 2012
Weaver Partners 2006 - 2012
Computer Access, LLC for Federal Retirement Thrift Investment Board July 2009 - February 2011
Enterprise Iron August 2006 - March 2009
Enterprise Iron Financial Industry Solutions August 2006 - March 2009
Softworld, Inc. for Citistreet June 2006 - August 2006
Union Bank of California January 2006 - June 2006
SunGard August 2005 - January 2006
High Point Consulting and Staffing for ICMARC June 2005 - July 2005
High Point Consulting and Staffing for Mellon Bank April 2005 - July 2005
Education
University of Maryland College Park 1982 — 1986
Core Digital Media January 2011 - Present
Experian InterActive Media 2011 - 2011
Union Bank of California 2005 - 2008
TruSource 2000 - 2007
CNA trust 1997 - 2000
Skills
System Administration, SQL, Databases, Disaster Recovery, Troubleshooting, Networking, Project Management, Help Desk Support, Unix
Education
University of California, Irvine
Bachelor of Science (BS), Computer and Information Sciences, General
Union Bank of California
Skills
Portfolio Management, Investments, Loans, Wealth Management, Commercial Lending, Banking, Commercial Banking, Credit, Risk Management, Credit Analysis
Education
University of California, Los Angeles 1976 — 1978
Union Bank of California May 2004 - Present
Skills
Banking, Financial Analysis, Project Management, Credit, Commercial Lending, Commercial Banking, Business Process..., Business Analysis, Portfolio Management, Process Improvement, Risk Management, Treasury Management, Vendor Management
Education
University of La Verne
Bachelor of Science (B.S.), Organizational Management, Cum Laude
Preferred Capital Advisors April 2002 - Present
Oak Capital Partners LLC January 2005 - Present
Panattoni Development Company 1999 - 2002
Union Bank of California November 1988 - December 1999
Skills
Real Estate Economics, Disposition, Real Estate Development, Corporate Real Estate, Leases, Real Estate Transactions, Real Estate
Education
University of California, Davis 1983 — 1987
Umpqua Bank January 2009 - Present
TLCS, Inc. May 2006 - Present
Guaranty Bank (Now BBVA Compass) January 2006 - December 2008
Union Bank of California May 1996 - January 2006
Skills
Commercial Banking, Loans, Commercial Lending, Banking, Credit Analysis, Credit, Financial Analysis, Underwriting, Portfolio Management, Risk Management, Relationship Management, Asset Management, Business Development, Commercial Mortgages, Cross-functional Team..., Finance, Financial Modeling, Lines Of Credit, Loan Origination, Mortgage Lending, Small Business Lending, Treasury Management, Valuation
Education
Pacific Coast Banking School 2012 — 2014
University of California, Davis
Economics & German Culture and Commerce
The Pampered Chef June 2012 - Present
State Farm Insurance July 2011 - Present
Innovative Wood Works August 2010 - July 2011
Clark Pest Control August 2007 - August 2010
Union Bank of California June 2004 - August 2007
Teen Challenge Northern California/Nevada July 2001 - June 2004
Education
University of Phoenix 2005 — 2005
Business
Notes by R. Neal July 2005 - Present
Union Bank of California June 2001 - November 2005
Education
University of Phoenix 2004 — 2006
Bachelors, Business Management
Barstow Community College 2000 — 2002
Associate, Humanities
First Northern Bank September 2004 - Present
Yolo Community Bank 2001 - 2004
Union Bank of California 1993 - 1997
Napa Valley Bank 1987 - 1992
Skills
Credit, Loans, Portfolio Management, Banking, Financial Analysis
Education
Pacific Coast Banking School 2006 — 2008
Banking
University of California, Davis 1975 — 1979
B.A., Economics
Mitchell Hartley & Bechtel Advisers, LLC December 2009 - Present
N/A March 2009 - December 2009
Coast Asset Management December 2007 - February 2009
Putnam Lovell 2002 - December 2007
Putnam Lovell 1997 - 2002
Union Bank of California 1985 - 1997
Standard Chartered Bank 1981 - 1985
Education
University of Oxford 1978 — 1981
MA, Politics, Philosophy and Economics
Erskine Investment Management 2005 - Present
Piper Jaffray 2003 - 2005
US Bank 2000 - 2003
Union Bank of California 1998 - 2000
Bank of America 1996 - 1998
Private Capital Corporation 1991 - 1996
Skills
Series 7, Series 63, Retirement Planning, Wealth Management, Series 65, Series 24
Education
University of California, Los Angeles 1970 — 1974
BA, Political Science
Wells Fargo August 2013 - Present
Infosys December 2011 - August 2013
PayPal October 2007 - November 2011
ABA 1999 - 2010
ABA 1999 - 2009
Washington Mutual 2003 - 2007
Union Bank of California 1997 - 2003
Compliance Consulting 1996 - 1997
US Bank 1992 - 1996
Skills
AML, Compliance, Credit, Risk, Banking
Education
University of Missouri-Columbia School of Law 1987 — 1989
JD, Law
University of Missouri-Columbia 1983 — 1987
BA, Psychology
City of Rockwall 2015 - Present
US Bank 2010 - Present
FBOP Corporation July 2007 - March 2010
Union Bank of California 2001 - 2007
Bank of America 1994 - 2001
Citibank 1992 - 1994
Skills
Portfolio Management, Credit, Loans, Asset Management, Underwriting, Real Estate, Loan Origination, CRM, Management, Financial Structuring, Investment Properties, Commercial Real Estate, Negotiation, Marketing, Executive Management
Education
University of North Texas 1987 — 1990
BBA - Finance/Banking
University of North Texas
MBA - Candidate, Finance and Financial Management Services
Barclays Investment Bank 2013 - Present
Intuit 2012 - 2013
Union Bank 2010 - 2011
Federal Reserve Bank of Dallas 2009 - 2010
Yahoo! 2008 - 2009
Office Depot 2006 - 2007
Saudi Aramco 2004 - 2006
MedImpact 2001 - 2004
Union Bank of California 1997 - 2001
UBS 1994 - 1996
Education
University of Minnesota - Carlson School of Management
MBA
Union Bank of California Vice PresidentUnion BankNovember 2008 - Present
WaMu 2003 - 2005
Washington Mutual 2002 - 2005
Countrywide 2001 - 2003
Home Savings of America 1989 - 1999
Skills
Banking, SDLC, Business Analysis, IT Operations, Treasury Management, Vendor Management, Risk Management, Project Management, Retail Banking, Financial Services, Commercial Banking, PMO, Business Process..., Portfolio Management, Integration, Visio
Education
University of California, Riverside 1972 — 1975
BS, Economics
U.S. Bank March 2010 - Present
Union Bank of California October 2007 - March 2009
Wells Fargo February 2006 - September 2007
Citi May 2002 - February 2006
Skills
Commercial Banking, Insurance, Investments, Sales, Business Development, Management, Real Estate Lending, SBA, Commercial Lending, Credit, Credit Analysis, Finance, Financial Analysis, Financial Services, Lines Of Credit, Securities Market, Loans, Small Business Lending, Commercial Real Estate, Loan Origination, Banking, Portfolio Management, Retail Banking, Commercial Mortgages
Education
University of California, Santa Barbara
John Wayne Airport March 2013 - Present
John Wayne Airport September 2009 - March 2013
Union Bank of California August 2004 - December 2008
Education
University of Cincinnati
Master's degree, Business Education and Business Administration
California Bank & Trust April 2000 - Present
California Bank & Trust 2007 - 2011
Union Bank of California 1986 - 2000
Bank of California 1986 - 2000
Education
California State University, Los Angeles 1978 — 1980
Master of Business Administration (M.B.A.), Business Administration and Management, General
UCLA 1966 — 1970
Bachelor's degree, Political Science and Psychology
White and Woods LLP February 2015 - Present
U.S. District Court for the Central District of California August 2013 - May 2014
UCLA LAW Student August 2010 - May 2013
UNION BANK OF CALIFORNIA February 2009 - June 2009
PARK LANE INVESTMENT BANK / KREST CAPITAL PE January 2009 - June 2009
SMITH BARNEY September 2008 - February 2009
AMERICAN THERAPY January 2004 - September 2008
Skills
Research, Public Speaking, Portfolio Management, Microsoft Office, Financial Modeling, Due Diligence, Litigation
Education
UCLA SCHOOL OF LAWJ.D 2010 — 2013
Doctor of Law (J.D.), Law
University of California, Los Angeles 2006 — 2009
BA, Anthropology and Linguistics
Bank of the West November 2005 - Present
Union Bank of California 1995 - 2005
Union Bank 1995 - 2002
Education
University of California, Irvine 1988 — 1992
BA, Economics
walnut high school 1984 — 1988
Bob's Computer Care September 2012 - Present
MFC Office Wholesalers May 2009 - August 2012
Qualcomm August 2007 - January 2009
24 Hour Fitness June 2005 - March 2007
Union Bank of California March 2000 - February 2002
ACUITY BRANDS LIGHTING, INC. 1997 - 2000
Building Blocks, Inc 1995 - 1997
Self Employed 1994 - 1995
POINT CONTROL CO. 1985 - 1994
Skills
Unix, Perl, Software Development, Linux, Visio, Software Project..., Oracle, C++, Testing, Solaris, C, PL/SQL, Operating Systems, Visual Basic, Programming
Education
University of Oregon 1980 — 1982
Bachelor's, Mathematics (Computer Science Emphasis)
Financial Services Technology Network (FSTN) June 2012 - Present
Union Bank March 2008 - Present
Financial Services Technology Network (FSTN) June 2010 - June 2012
Union Bank of California March 1998 - March 2008
Union Bank of California July 1997 - March 1998
San Diego Christian College 1993 - 1996
Skills
Financial Analysis, .NET, SSIS, DTS, Finance, Automation, SDLC, Business Process..., Business Analysis, Software Project..., Risk Management, Process Improvement, Vendor Management, SharePoint, Banking
Education
University of Phoenix 1994 — 1996
MBA, Finance
San Diego Christian College 1989 — 1993
BS, Business Administration
Franklin Templeton Investments July 1998 - Present
Union Bank of California August 1988 - June 1998
Skills
Business Continuity, Testing, Disaster Recovery, SharePoint, Business Continuity..., IT Management, Incident Management, Governance, Security, Risk Management, Business Analysis, IT Strategy, Program Management, Crisis Management
Education
University of California, Berkeley 1984 — 1988
BA, English
Serv-Rite Meat Company March 2009 - Present
Prudential Retirement 2008 - 2009
Union Bank of California 2005 - 2008
California Bank & Trust 2002 - 2005
Wells Fargo 2000 - 2002
Skills
Investments, Portfolio Management, Mutual Funds, Banking, Financial Services, Series 63, Relationship Management, Risk Management, Asset Managment, Asset Management, Retirement, Wealth Management, Retirement Planning, 401k, Loans, Securities, Strategic Financial..., Series 7, Investment Advisory, Series 6, Pensions, Credit, Equities
Education
University of California, Santa Cruz
B.A., Economics
Retirement Revolution January 2010 - Present
Vertical Management Systems, Inc. January 2010 - March 2011
Independent Consultants January 2009 - January 2010
Prudential Retirement March 2008 - November 2008
Union Bank of California 1996 - 2008
Transamerica Life Insurance Company 1986 - 1996
Skills
Retirement Planning, Pensions, Mutual Funds, Investments, Series 63, Relationship Management, 401k, Business Planning, Auditing, Leadership, Retirement, Management, Financial Services, Competitive Analysis, Project Management, Retirement Benefits, Series 7, ERISA, Insurance, Financial Statements, Process Improvement, Mergers & Acquisitions, Defined Contribution, Employee Benefits
Education
University of California, Los Angeles
Healthline Networks, Inc. June 2015 - Present
Coram Specialty Infusion Services March 2011 - Present
Thomson Reuters May 2010 - April 2011
Krames Patient Education Solutions March 2010 - May 2010
Krames Patient Education Solutions 2006 - 2010
UCSF 2003 - 2006
Union Bank of California 2001 - 2003
Freelance 2001 - 2001
San Francisco Zoo 1994 - 2000
Skills
Editing, Writing, Content Management, Copywriting, Copy Editing, Development &..., Proofreading, Medical Writing, Patient Education, Marketing Communications, Publications, Publishing, Graphic Design, Web Content, Content Development, Content Strategy, Corporate Communications
Education
University of Massachusetts, Amherst 1986 — 1991
BFA, Design
RSM McGladrey 2009 - Present
Commercial Capital Bank 2005 - 2007
Downey Savings 2000 - 2005
Union Bank of California 1998 - 2000
Home Savings of America 1995 - 1998
American Savings Bank 1984 - 1995
Skills
Banking, Loans, Mortgage Lending, Retail Banking, Credit, Credit Analysis, Financial Analysis, Risk Management, Due Diligence, Financial Risk, Asset Management, Portfolio Management, Mergers & Acquisitions, Finance, Valuation, Commercial Lending, Cash Management, Financial Modeling, Credit Risk, Underwriting, Commercial Banking, Mortgage Banking, Consumer Lending, Investments, Relationship Management, Financial Services, Executive Management, Strategic Financial..., Corporate Finance, Capital Markets, Wealth Management, Loan Origination, Financial Structuring, Treasury Management, Small Business Lending, Cash Flow, Restructuring, Asset Based Lending, Securities, Financial Reporting, Mutual Funds, Commercial Mortgages, Loan Servicing, Real Estate Economics, Managerial Finance, Lines Of Credit, Auditing, Residential Mortgages
Education
University of California, Irvine 1973 — 1977
BA, Economics
William & Henry Associates 2014 - Present
AES Wind Generation (formerly SeaWest WindPower) 1998 - 2013
Union Bank of California 1993 - 1998
First National Bank of Chicago 1989 - 1993
Bank of America 1987 - 1989
Skills
Project Finance, Business Development, Structured Finance, Captial Markets, Corporate Finance, Investment & Asset..., Equity Marketing &..., Renewable Energy &..., Commercial Negotiation..., M&A Analysis, Advanced Financial..., United States Tax &..., Budgeting & Forecasting, Commercial Finance &..., Private Market Finance..., Presentation &..., Wind, Financial Modeling, Valuation, Syndications, Renewable Energy, M&A analysis, Energy, Financial Analysis, Portfolio Management, Mergers & Acquisitions, Solar Energy, Due Diligence, Financial Structuring, Project Management, Finance, Alternative Energy, Power Generation
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Finance, General
University of California, Davis
Bachelor of Arts (BA), Economics
Southern California Edison April 1998 - Present
SCE 1998 - Present
Union Bank of California December 1990 - April 1998
Hughes 1982 - 1990
IBM 1977 - 1982
Skills
IT Infrastructure..., Systems design and..., Disaster Recovery, Program Management, PMO, Change Management, MS Project, Project Management, Project Planning, Process Improvement, Cross-functional Team..., Strategic Planning, Business Resilience, Smart Grid, Energy, ITIL, Management, Integration, IT Strategy, Business Process, Project Delivery, Leadership, Resource Management, Requirements Analysis, Requirements Gathering, Risk Management, Testing, Data Center, Team Leadership, Team Building, Strategy, Microsoft Project
Education
University of California, Riverside 1966 — 1970
BA, Biology
Diversified Investment Advisors Sr. ConsultantWatson Wyatt1994 - 2006
Union Bank of California 1989 - 1994
Education
University of Hawaii at Manoa 1974 — 1975
Toyota Motor Sales, USA, Inc January 2005 - Present
Baskerville's IT Services January 2005 - Present
Toyota Motor Sales, USA, Inc January 2001 - January 2005
Toyota Motor Sales, USA, Inc January 2000 - January 2001
Union Bank of California, Inc January 1998 - January 1999
Union Bank of California January 1993 - January 1998
Union Bank of Californina January 1980 - January 1993
Skills
Data Center, IT Service Management, Program Management, Quality Assurance, Networking, Change Management, Analysis, Training, Information Technology, Mobile Devices, Infrastructure, Help Desk Support, Sla, Operating Systems, Troubleshooting, Management, Strategic Planning, Public Speaking, Customer Service
Education
University of Phoenix 2006 — 2009
Bachelor of Science Degree, Information Technology
ITT Technical Institute 2001 — 2003
Associate of Science Degree, Networking Systems and Information Technology
IBM Corporation
Computer Associates
Toyota Motor
Union Bank of California
Pacifica Associates Wealth,Health and Life Advisory Group May 2005 - Present
Banc of California June 2013 - November 2014
Wells Fargo Wealth Management March 2008 - May 2013
US Bank Wealth Management and Trust 2005 - 2008
UNION BANK OF CALIFORNIA 2003 - 2005
Skills
Wealth Management, Relationship Management, Management, Treasury Management, Personal Trust..., Financial Planning, Business Development, Marketing, Concierge Services, Manage Client..., Customer Experience, Collaborative Problem..., Multi Tasking, Customer Insight, Top Performance, Tailored Services, Progressive Thinking, Marketing Director, Wealth Management..., Building Client..., General Investment..., Team-oriented, Bottom Line Results, High Performance..., AML & Risk Management, Charitable Services, Financial Planning &..., Budget Management, High-Net-Worth Client..., PR/Brand & Marketing..., Customer Acquisition, Ad-hoc Project..., Collaborative..., Implementing..., Legislative Compliance, Team Performance..., Sales, Sales Management, Financial Services, Consulting, Management Consulting, Portfolio Management, Investments, Banking, Finance, Leadership, Credit
Education
Cannon Trust School 2006 — 2006
Trust and Financial Management
University of California, Berkeley
Bachelor of Science Degrees, Environmental Design/Architecture/Engineering
Licensed Sales Agent/Contracted 2010 - Present
CapitalOne Bank 2008 - 2009
US Bank 1999 - 2005
Union Bank of California 1995 - 1999
Skills
Commercial Banking, REO, Valuation, New Business Development, Strategic Planning, Customer Service, Cold Calling, Investments, Business Development, Sales Management, Short Sales, Project Management, Banking, Loans, Human Resources, Coaching, Credit, Commercial Lending, Microsoft Office, Employee Benefits, Sales Presentations, Financial Analysis, Microsoft Excel, Account Management, Foreclosures, Team Building, Outlook, Sales, Portfolio Management, Insurance, Investment Properties, Commercial Real Estate..., Real Estate, SBA, Mortgage Lending, Mergers & Acquisitions, Cash Management, Small Business Lending, Risk Management, Contract Negotiation, Small Business, Real Estate Financing, Underwriting, Real Estate Development, Commercial Mortgages, Relationship Management, Treasury Management, Due Diligence
Education
University of Phoenix-Southern California Campus 1998 — 2004
Master of Business Administration (MBA), Business Administration and Management, General, 3.68
Union Bank of California August 1988 - August 2007
Skills
Underwriting, Microsoft Office, Strategic Planning, Customer Service, Microsoft Excel, Sales, Risk Management, Team Building, Access, Loans, Management, Insurance, Budgets
Education
New Mexico State 1962 — 1963
MS, Ag. Econ and Econ.
University of Minnesota-Twin Cities 1956 — 1960
BS, Animal Huabandry and Ag. Econ
University of Minnesota-Twin Cities 1956 — 1960
BS, Animal Husbandry and Ag. Econ.
University of Minnesota-Twin Cities New Mexico State Master Degree
JPMorgan Chase Bank November 2006 - August 2010
Union Bank of California December 2005 - October 2006
Washington Mutual Bank January 2001 - May 2005
Skills
Loans, Management, Banking, Commercial Banking, Credit Analysis, Retail Banking, Finance, Financial Services, Portfolio Management, Investments, Underwriting, Mortgage Lending, Credit
Education
University of California, Riverside
B.S, Business Administration; Management
California Coast Credit Union September 2014 - Present
California Coast Credit Union February 2012 - Present
Union Bank of California April 2008 - September 2011
Skills
Banking, Cross Selling, Retail Banking, Customer Service, Consumer Lending, Cash Management, Commercial Banking, Loans, Branch Banking, Credit, Credit Analysis, Deposits, Mortgage Lending, Commercial Lending
Education
University of Phoenix
Bachelor of Business Administration (BBA)
CCC Information Services June 2015 - Present
American Advisors Group, Inc. (AAG Reverse Mortgage) July 2014 - June 2015
Wilshire Associates December 2012 - June 2014
Wilshire Associates, Inc January 2010 - December 2012
Union Bank of California June 2006 - August 2008
Union Bank July 2004 - August 2008
Skills
Mutual Funds, SQL, HTML, Microsoft Office, Alternative Investments, Portfolio Management, Performance Attribution, Private Equity, Strategy, Management, Financial Analysis, Mac, Lotus Notes, Morningstar Direct, SEM, Social Media, CSS, Investment Management, WordPress, Bloomberg, Wilshire Compass, JIRA, OMNI, ESB, Photoshop, Google Adwords, Python, MS Excel Pivot Tables, Pivot Charts, Tableau, MS Visio, Business Workflows, Visual Studio
Education
University of California, Santa Barbara
B.A, History and Asian American Studies
On Assignment October 2012 - Present
Encore Travel Planning April 2011 - Present
University of California January 2011 - April 2012
Apartment Sales Group Inc October 2002 - December 2010
Coldwell Banker July 1998 - October 2000
Capitol Records August 1991 - April 1996
Union Bank of California October 1989 - August 1991
American Express Business Travel January 1988 - October 1989
Skills
Travel Management, Business Travel, Event Planning, Event Management, Tourism, Customer Service, Sales, Social Media, Hospitality, Marketing, Entrepreneurship, Concur, High Organizational..., Highly motivated..., Sabre
Education
University of California, Los Angeles
Bachelor of Arts, Political Science
De Paul University 2009 — 2009
Certificate, Practical Internet Marketing
YogaWorks 2010 — 2010
RYT (Registered Yoga Teacher), Certificate
Bird Rock Travel 2010 - Present
Woods Hansen Travel & Cruises 1992 - 2010
Union Bank of California 1989 - 1992
First California Bank 1989 - 1989
Security Pacific Information Systems 1986 - 1989
San Diego Unified School District 1969 - 1986
Phillips 66 1966 - 1969
Education
United States International University, San Diego 1969 — 1971
Master of Business Administration (MBA), Economics and Finance
University of Tulsa 1968 — 1969
Management (Graduate courses)
University of Denver 1966 — 1966
Finance (Graduate courses)
University of Denver 1962 — 1966
Bachelor's degree, Economics, Finance, Mathematics, and Chemistry
Gelsons Markets February 2006 - March 2013
Career Quest June 2004 - February 2006
Select Personnal June 1999 - May 2002
Union Bank of California May 1987 - June 1997
Skills
Microsoft Excel, Microsoft Office, Customer Service, Research, Management, Facilities Management, Various Accounting..., Administrative..., Outlook, Payroll, Recruiting, Sales, PowerPoint, Time Management, Proposal Writing, Event Planning, Travel Arrangements
Education
University of California, Los Angeles 1997 — 1999
Bachelor's degree, History, 4.0
Graduated JFK High School in Warren Ohio 1979 — 1983
High School Diploma
Nations Reliable Lending, LLC 2014 - Present
JP Morgan Chase November 2011 - August 2014
Union Bank of California May 2008 - November 2011
Education
University of Houston
Bachelor of Science (BS), Accounting and MIS
University of San Diego
ABA Approved, Paralegal Certificiation