UnionBanc Investment Services

Industry: Company

Description

Parent organization: Union Bank Subsidiary: Unionbanc Investment Services, Llc, Asset Management Arm

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UnionBanc Investment Services Employees

Employee
Years
Job
Industry
Richard Gibson Jr. Richard Gibson Jr. San Diego, California Details
Richard Gibson Jr.'s UnionBanc Investment Services Experience January 2005 - March 2007
Job Partner & Wealth Advisor at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners  September 2014 - Present
Wells Fargo Advisors, LLC  March 2007 - September 2014
UnionBanc Investment Services   January 2005 - March 2007
USBancorp Investments   July 2000 - November 2004

Skills
Investments, Retirement, Finance, Investment Strategies, Retirement Planning, Series 7, Insurance, Wealth Management, Asset Allocation, Mutual Funds

Education
Loyola Marymount University   1994 — 1996
Bachelor of Arts (B.A.), Magna Cum Laude, History

Ken Lepore Ken Lepore Scottsdale, Arizona Details
Ken Lepore's UnionBanc Investment Services Experience 1999 - 2006
Job Chief Compliance Officer at Secure Investment Management, LLC; J.D. Mellberg Financial, LLC
Industry Financial Services
Experience
Secure Investment Management, LLC: J.D. Mellberg Financial, LLC   November 2014 - Present
Annexus Group  January 2014 - November 2014
Protective Wealth Management   May 2013 - January 2014
J.D. Mellberg Financial, LLC ; Secure Investment Management, LLC   January 2013 - May 2013
Hardin Compliance Consulting, LLC   February 2012 - January 2013
INFINET Securities   June 2011 - February 2012
First Tennessee Bank  August 2006 - October 2009
UnionBanc Investment Services   1999 - 2006
Washinton Mutual Bank  1997 - 1999
PNC Brokerage   1996 - 1997

Skills
Portfolio Management, Banking, Estate Planning, Securities, Investment Strategies, Financial Risk, Equities, Uniform Combined State..., Capital Markets, Pensions, Hedge Funds, Mergers & Acquisitions, Relationship Management, Investment Management, Finance, Certified Financial..., Due Diligence, Trading, Operational Risk..., Compliance

Education
California State Polytechnic University-Pomona   1975 — 1981
BS, Finance, Insurance and Real Estate

Joana Ramirez Joana Ramirez Los Angeles, California Details
Joana Ramirez's UnionBanc Investment Services Experience December 2014 - Present
Job AVP, Compliance Specialist WSP at Unionbanc Investment Services, LLC
Industry Financial Services
Experience
UnionBanc Investment Services   December 2014 - Present
National Planning Corporation (NPC)   March 2011 - December 2014
Ameriprise Financial Services, Inc.   2006 - 2011

Skills
Investments, Broker-Dealer Compliance, Mutual Funds, Series 7, Wealth Management, Suitability Analysis, Securities, Series 66, Series 24, FINRA

Education
California State University-San Bernardino   2001 — 2005
Bachelor's Degree, B.S. - Finance

David Shahoian David Shahoian San Clemente, California Details
David Shahoian's UnionBanc Investment Services Experience September 2014 - November 2014
Job
Industry Financial Services
Experience
UnionBanc Investment Services   September 2014 - November 2014
Union Bank  July 2012 - November 2014
Trilogy Leasing Co., LLC   October 2009 - June 2012
Chrsitian Surfers US   September 2009 - January 2012
Saddleback Church - Kingdom Builders (formerly The Herd)   January 2009 - December 2009
Grace Chapel of Orange   June 2007 - December 2008
Huntington National Bank, LEASENET Technology Leasing   April 2007 - October 2008
U.S. Bank Oliver-Allen Technology Leasing   August 2001 - March 2007
Bankers Direct Leasing, div of ABN AMRO Bank N.V.   August 1998 - July 2001
NORTEL Communications  March 1995 - December 1997

Skills
Leadership, Business Development, Sales, New Business Development, Marketing, Account Management, Sales Operations, Strategic Planning, Finance, Financial Analysis, Team Building, Banking, Analysis, Management, Small Business, Sales Management, Negotiation, Start-ups, Leadership Development, Marketing Strategy, Direct Sales, Selling, Coaching, Fundraising, Team Leadership, Public Speaking, Business Strategy, Budgets, Portfolio Management, Strategic Partnerships, Non-profits, Business Planning, Social Media, Mentoring, Sales Presentations, Event Management, Public Relations, Asset Management, Credit Review, Business Analysis, Product Marketing, P&L Management, Customer Relations, Entrepreneur, Contract Negotiations, Team Management, Consultative Selling, Commercial Lending, Equipment Leasing, Business Banking

Education
San Diego State University-California State University   1992 — 1994

Pasadena City College   1988 — 1990
General Studies

Fumi Suzuki Fumi Suzuki San Francisco Bay Area Details
Fumi Suzuki's UnionBanc Investment Services Experience September 2012 - Present
Job Financial Advisor, Assistant Vice President at UnionBanc Investment Services
Industry
Experience
UnionBanc Investment Services   September 2012 - Present
Bank of the West  August 2011 - August 2012
UnionBanc Investment Services   October 2007 - August 2012
Union Bank  December 2004 - September 2007
Ameriprise Financial Services, Inc.   April 2003 - September 2004
Nokia Japan  September 2001 - April 2003
Lucent Technologies Japan   January 2001 - September 2001

Skills
Corporate Finance, Series 7, Series 66, Life & Health Insurance..., Japanese, Banking, Retirement Planning, Life Insurance, Brokerage, Administrative..., SAP, Investments, Annuity Sales, Long Term Care Insurance, Private Banking

Education
Aoyama Gakuin University   1995 — 2000
American English Literature, Education & Communication, Bachelor of Arts (BA)

University of Arizona   1999 — 1999
Communication, General

University of California, Berkeley   1999 — 1999
ESL

Susan Putnam Susan Putnam San Francisco Bay Area Details
Susan Putnam's UnionBanc Investment Services Experience 2005 - 2008
Job Senior Marketing Professional
Industry Financial Services
Experience
Charles Schwab  2011 - 2015
Union Bank  2008 - 2011
UnionBanc Investment Services   2005 - 2008
Franklin Templeton Investments  1995 - 2005

Skills
Advertising, Nonprofits, Marketing, Online Advertising, Management Consulting, Product Management, Fundraising, Leadership, Program Management, Mutual Funds, Investments, Financial Services, Strategy, Marketing Communications, Retirement Planning, Creative Direction, Web Design, Email Marketing, Sales, Integrated Marketing, Process Improvement, Direct Mail, Team Leadership, Community Outreach, Cross-functional Team..., Vendor Management, Equities, Business Analysis, CRM, Marketing Strategy

Education
University of California, Berkeley
Management & Leadership Certification

University of California, Berkeley
Marketing Certification

University of California, Davis
B.S., College of Agricultural and Environmental Sciences

Jonathon Allen Jonathon Allen Greater Los Angeles Area Details
Jonathon Allen's UnionBanc Investment Services Experience October 1996 - April 2010
Job Group Executive, Senior Vice President at Citi
Industry Financial Services
Experience
Citi Personal Wealth Management  May 2013 - Present
BancWest Investment Services  December 2010 - February 2013
UnionBanc Investment Services   October 1996 - April 2010
Atlas Securities  July 1992 - October 1996
World Savings  July 1990 - July 1992

Skills
Series 24, Wealth Management, Series 7, Retirement Planning, Series 63, Banking, Sales Management, Portfolio Management, Mutual Funds, Investments, Financial Services, Asset Management, Financial Advisory, Finance, Risk Management, Sales Management..., Asset Allocation, Commercial Banking, FINRA, Private Banking

Education
California State University - San Bernardino   1988 — 1990
Business Administration

Southern Oregon University   1989 — 1989
International Marketing

Marina Adamson Marina Adamson Santa Barbara, California Area Details
Marina Adamson's UnionBanc Investment Services Experience February 2013 - Present
Job Regional Principal at UnionBanc Investment Services
Industry Financial Services
Experience
UnionBanc Investment Services   February 2013 - Present
Wells Fargo Advisors  August 1999 - October 2012

Education
University of California, Santa Barbara   1994 — 1998
"Bachelor of Arts", Art History, Criticism and Conservation

Ann Andreassian Ann Andreassian Greater Los Angeles Area Details
Ann Andreassian's UnionBanc Investment Services Experience February 2005 - July 2007
Job Vice President, Vendor Risk Manager Wealth Markets at MUFG Union Bank, N.A.
Industry Investment Banking
Experience
MUFG Union Bank, N.A.   December 2014 - Present
Union Bank/UnionBanc Investment Services,LLC   February 2005 - December 2014
UnionBanc Investment Services   February 2005 - July 2007
Wescom Financial Services, LLC   October 2002 - February 2005
Banc of the West Investment Services   November 1990 - October 2002
Bank of the West  1990 - 2002

Education
Suffolk University - Sawyer Business School
Bachelor's Degree, Business Administration and Management, General

Suffolk University - Sawyer School of Management
Bachelor's Degree, Business Management & Finance

Manus Duffy Manus Duffy United States Details
Manus Duffy's UnionBanc Investment Services Experience October 2007 - April 2015
Job Wealth Manager at LPL Financial
Industry Financial Services
Experience
LPL Financial  April 2015 - Present
UnionBanc Investment Services   October 2007 - April 2015
US Bank Investments   2005 - 2007
Washington Mutual  2003 - 2005

Skills
Series 7, Series 66, Series 63, 401k, Series 6, Portfolio Management, Strategic Financial..., Securities, Insurance, Asset Managment, Financial Services, Personal Finance, Banking, Investments, Wealth Management, Retirement Planning, Mutual Funds, Relationship Management

Education
The Evergreen State College
Bachelor's Degree, Liberal Arts

Betty W Lee Betty W Lee San Francisco Bay Area Details
Betty W Lee's UnionBanc Investment Services Experience May 2008 - Present
Job Regional Principal at UnionBanc Investment Services
Industry Financial Services
Experience
UnionBanc Investment Services   May 2008 - Present
UnionBanc Investment Services   December 2004 - May 2008
Banc of America Investment Services  August 2000 - December 2004
California Alumni Association  July 2000 - June 2003
Citicorp Investment Services, LLC   March 1999 - August 2000

Education
University of California, Berkeley
Bachelor of Arts (B.A.), Social Sciences

Richard Gaumond, MBA Richard Gaumond, MBA Fresno, California Details
Richard Gaumond, MBA's UnionBanc Investment Services Experience July 2008 - Present
Job VP, Principal at UnionBanc Investment Services
Industry Investment Management
Experience
UnionBanc Investment Services   July 2008 - Present
Citi  October 2006 - July 2008
Smith Barney  September 2005 - October 2006

Skills
Series 7, series 24, series 63, series 65, CA Life & Health..., Investment sales force..., Investment Sales..., Equities, Securities, Wealth Management

Education
Harvard Business School   1976 — 1978
Master of Business Administration (MBA), Finance, General

Purdue University   1969 — 1970
Master's degree, Biology and Biochemistry

Damian Hayes Damian Hayes San Francisco Bay Area Details
Damian Hayes's UnionBanc Investment Services Experience April 2010 - Present
Job Vice President/Senior Financial Advisor at UnionBanc Investment Services
Industry Financial Services
Experience
UnionBanc Investment Services   April 2010 - Present
Allstate Financial  March 2009 - April 2010
Bank of America/Countrywide Investment Services   October 2008 - October 2009
NYLIFE Securities/New York Life   December 2006 - October 2008

Skills
Wealth Management, Retirement Planning, Financial Planners, Strategic Financial..., Finance, Wealth Management..., Series 7, Investments, Investment Strategies, Mortgage Lending, Asset Allocation, Financial Services, 401k Rollovers, Business Development, Private Banking, Alternative Investments, Wealth, IRAs, Pensions, 401k, Investment Management, High Net Worth..., Bonds, Life Insurance, Series 6, Fixed Income, Series 65, ETFs, Savings, Long-term Care

Education
The American College
Financial Planning and Services

Mission Santa Clara
Business Administration and Management, General

Los Gatos High School

West Valley College
Business Administration and Management, General

Emily Franklin Emily Franklin San Francisco, California Details
Emily Franklin's UnionBanc Investment Services Experience May 2012 - September 2013
Job College Recruiter at Google
Industry Staffing and Recruiting
Experience
Google  September 2013 - Present
UnionBanc Investment Services   May 2012 - September 2013
Union Bank  December 2009 - May 2012
Citi  May 2006 - December 2009

Skills
Sales, Recruiting, Time Management, Relationship Management, Banking, Leadership, Interview Preparation, Customer Satisfaction, Customer Retention, SQL, Finance, Investments, Loan Origination, Insurance, Credit, Financial Analysis, Financial Reporting, Financial Management..., Customer Service, Daily Operations..., Business Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Daily Reports, Sales Presentations, Account Management, Teamwork, Organization, Consumer Lending, Small Business Lending, Commercial Lending, Cold Calling, Building Relationships, College Recruiting, Human Resources

Education
University of San Diego   2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations, 3.52 GPA

Sindy Yajima Sindy Yajima San Francisco Bay Area Details
Sindy Yajima's UnionBanc Investment Services Experience February 2008 - May 2013
Job Financial Advisor at UnionBanc Investment Services
Industry Financial Services
Experience
University of California, Berkeley  May 2014 - November 2014
UnionBanc Investment Services   February 2008 - May 2013
Union Bank  March 2004 - February 2008

Skills
Series 7, Series 63, California Life &..., Retirement Planning, Mutual Funds, Insurance, Fixed Annuities, Variable Annuities, College Savings Plans, Equities, Customer Service, Sales, Banking, Investments, Business Development, Management, Finance, Business Strategy

Education
University of California, Los Angeles   2006 — 2007
Certificate Program in Personal Financial Planning

University of California, Irvine   1999 — 2003
Bachelor of Arts (B.A.), Economics/ Japanese Languages & Literature

Jim Heitman Jim Heitman Greater Los Angeles Area Details
Jim Heitman's UnionBanc Investment Services Experience January 2006 - March 2010
Job Owner and Founder of Compass Financial Planning
Industry Investment Management
Experience
Compass Financial Planning   June 2010 - Present
Rancho Cucamonga Chamber of Commerce  2003 - 2014
UnionBanc Investment Services   January 2006 - March 2010
Charles Schwab  July 1992 - January 2003

Skills
Sales Management, Portfolio Management, Financial Planning, Investment Advisory, Financial Services, Finance, Investments, Mutual Funds, Management, Retirement Planning, Retirement, Wealth Management, Asset Management

Education
Hope International University

Jason Hesselton MBA, PMP Jason Hesselton MBA, PMP Greater Los Angeles Area Details
Jason Hesselton MBA, PMP's UnionBanc Investment Services Experience June 2004 - March 2005
Job Project Manager at Union Bank of California
Industry Banking
Experience
Union Bank of California  March 2000 - Present
Union Bank of California  March 2005 - May 2006
UnionBanc Investment Services   June 2004 - March 2005
UnionBanc Investment Services   January 2002 - June 2004
UnionBanc Investment Services   March 2001 - January 2002
Merrill Lynch  August 2000 - March 2001

Education
University of Phoenix   2001 — 2003
MBA, Global Management

National Louis University   1995 — 1998
BS, Business Management

Villanova University
Masters Certificate, Project Management

Maine West

Brett Allred Brett Allred Greater San Diego Area Details
Brett Allred's UnionBanc Investment Services Experience December 2008 - September 2014
Job Wealth Consultant at LPL Financial
Industry Investment Management
Experience
LPL Financial  September 2014 - Present
UnionBanc Investment Services   December 2008 - September 2014
Contango Capital Advisors  May 2007 - November 2008
Centara Capital Management   2006 - 2007
Banc of America Investments  2001 - 2004

Education
United States Naval Academy   1989 — 1994
Control Systems

Choate Rosemary Hall

William Hinch William Hinch Greater San Diego Area Details
William Hinch's UnionBanc Investment Services Experience November 2005 - September 2008
Job Manager, GRC at LPL Financial
Industry Financial Services
Experience
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

Greg Barbula Greg Barbula Greater Los Angeles Area Details
Greg Barbula's UnionBanc Investment Services Experience March 1999 - Present
Job Advisor Services Rep at UnionBanc Investment Services
Industry Financial Services
Experience
UnionBanc Investment Services   March 1999 - Present

Skills
Series 7, Series 24, Series 63, Investments, Microsoft Excel, PowerPoint, Microsoft Office, Analysis, Data Analysis, Bonds, Finance

Education
University of California, Los Angeles   1982 — 1984

Jay Sarmenta Jay Sarmenta Greater Los Angeles Area Details
Jay Sarmenta's UnionBanc Investment Services Experience June 2007 - August 2014
Job Vice President, Compliance at Oakmont Corporation
Industry Financial Services
Experience
Oakmont Corporation  August 2014 - Present
UnionBanc Investment Services   June 2007 - August 2014
Wilshire Associates  October 2005 - June 2007
AXA Advisors  May 2005 - October 2005
National Planning Corporation (NPC)   August 1999 - May 2005

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2000 — 2002

Shkira Singh Shkira Singh Greater Los Angeles Area Details
Shkira Singh's UnionBanc Investment Services Experience 2008 - August 2013
Job Vice President, CFO at Padilla, Singh & Associates Wealth Management, Inc.
Industry Financial Services
Experience
Padilla, Singh & Associates Wealth Management, Inc.   2013 - Present
UnionBanc Investment Services   2008 - August 2013
WaMu Investments  1995 - 2006

Education
ucsc

Laraine Roberto Laraine Roberto Greater San Diego Area Details
Laraine Roberto's UnionBanc Investment Services Experience July 2001 - July 2006
Job VP, Senior Project Manager
Industry Financial Services
Experience
Union Bank  July 2006 - Present
UnionBanc Investment Services   July 2001 - July 2006
Zurich Scudder Investments  November 1996 - December 2001

Skills
Associate Certification..., Mastering Project..., Essentials of Project..., Series 6 & 63..., Microsoft Project,..., Adobe Professional, Knowledge of Visio, SEI..., Financial Services, Banking, Process Improvement, Program Management, Risk Management, Budgets, Cross-functional Team..., Leadership, Project Management, Project Planning, Training, Business Process..., Business Analysis, Management, Portfolio Management, SDLC

Education
National University
Finance

Chad Danowsky Chad Danowsky Greater San Diego Area Details
Chad Danowsky's UnionBanc Investment Services Experience August 2009 - February 2010
Job External Wholesaler at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group  September 2013 - Present
Prudential Financial  February 2010 - September 2013
UnionBanc Investment Services   August 2009 - February 2010
ING  January 2008 - April 2009
Jackson National Life  2002 - 2007
American United Life  August 2000 - October 2002

Education
University of Southern California   1991 — 1995
BS, Finance and Business Economics

Ann DiGiorgio Ann DiGiorgio Greater San Diego Area Details
Ann DiGiorgio's UnionBanc Investment Services Experience May 2011 - May 2013
Job Chief Financial Officer at Finance 500
Industry Financial Services
Experience
Finance 500   June 2014 - Present
FINRA  December 2010 - Present
Girard Securities  June 2013 - June 2014
Unionbanc Investment Services   May 2011 - May 2013
Independent Contractor  1988 - May 2011
BondDesk Trading   2002 - 2011
eBondTrade   1999 - 2002
Coast Partners   1994 - 1996
PACIFIC SECURITIES, INC.   1980 - 1988

Skills
Securities, Series 24, Series 7, AML, Capital Markets, FINRA, Fixed Income, Hedge Funds, Series 27, Private Placements, Financial Analysis, Equities, Mutual Funds, Options, Securities Regulation, Series 63, Asset Management, Trading, Alternative Investments, Derivatives, Financial Services, Financial Markets, Investment Banking, Investments

Education
California State University-Fullerton
Professional Fiduciary

Saint Mary's College of California   1972 — 1976
Bachelor of Science, Bachelor of Arts, Business Administration and Economics, Communications

Ernie Alamillo Ernie Alamillo San Francisco Bay Area Details
Ernie Alamillo's UnionBanc Investment Services Experience March 2009 - Present
Job Senior Financial Advisor at UnionBanc Investment Services
Industry Financial Services
Experience
UnionBanc Investment Services   March 2009 - Present
Merrill Lynch  September 2006 - December 2008
Wells Fargo Investments  June 2000 - September 2006
Citigroup  1995 - 2000

Education
Pepperdine University
Bachelor's, Business Administration

Steve Dahlke Steve Dahlke Columbus, Ohio Area Details
Steve Dahlke's UnionBanc Investment Services Experience January 2008 - November 2011
Job SVP, Chief Compliance Officer
Industry Financial Services
Experience
Huntington Investment Company  October 2012 - Present
JPMorgan Chase  October 2010 - October 2012
UnionBanc Investment Services   January 2008 - November 2011
WaMu Investments  January 2001 - January 2008
Washington Mutual  1999 - 2008
Wamu investments  2001 - 2007

Skills
Risk Management, Financial Risk, Securities, Financial Services, Mutual Funds, Banking, Series 7, Series 63, Portfolio Management, Equities

Education
California State University-Long Beach

Calvin Kwan Calvin Kwan Columbus, Ohio Area Details
Calvin Kwan's UnionBanc Investment Services Experience October 2006 - November 2007
Job Assistant Vice President, Compliance Manager at Huntington National Bank
Industry Financial Services
Experience
Huntington National Bank  July 2014 - Present
Nationwide  October 2009 - July 2014
AIG Royal Alliance  November 2007 - May 2009
UnionBanc Investment Services   October 2006 - November 2007
WaMu Investment Services   July 1999 - September 2006

Skills
Series 24, FINRA, Life Insurance, Regulatory Affairs, Securities, Risk Compliance, Relationship Management, Variable Annuities, Project Management, Leadership, Alternative Investments, Series 7, Series 63, Investments, Financial Advisory, Asset Allocation, Portfolio Management, Series 6, Mutual Funds, Fixed Annuities, Uniform Combined State..., Retirement, Investment Advisory, Series 65, Financial Services, AML, 401k, Retirement Planning, Insurance, Wealth Management, Estate Planning, Banking, Finance, Pensions, IRAs

Education
California State University-Long Beach   1995 — 1998
BA, History

Jon Batchelor Jon Batchelor San Francisco Bay Area Details
Jon Batchelor's UnionBanc Investment Services Experience November 2012 - June 2013
Job Financial Advisor, CUSO Financial Services, LP at UNCLE CU
Industry Investment Banking
Experience
CUSO Financial Services, LP at UNCLE CREDIT UNION   July 2013 - Present
UnionBanc Investment Services   November 2012 - June 2013
BancWest Investment Services  January 2002 - November 2012
PaineWebber/UBS  August 1997 - August 2002

Skills
Series 7, Investments, Financial Services, Wealth Management, Series 63, Mutual Funds, Retirement Planning, Finance, Financial Risk, FINRA, Investment Advisory, Asset Allocation

Education
Saint Mary's College of California

Ranjeev Hira Ranjeev Hira San Francisco Bay Area Details
Ranjeev Hira's UnionBanc Investment Services Experience September 2010 - July 2013
Job Registered Client Services Associate
Industry Financial Services
Experience
UBS Financial Services Inc.  July 2014 - Present
Wells Fargo Home Mortgage  July 2013 - June 2014
UnionBanc Investment Services   September 2010 - July 2013
Union Bank  November 2009 - July 2013

Education
California State University-Sacramento   2005 — 2008
Bachelors, Economics

Sam Ramos, CFP® Sam Ramos, CFP® Anaheim, California Details
Sam Ramos, CFP®'s UnionBanc Investment Services Experience July 2005 - Present
Job Senior Financial Advisor at UnionBanc Investment Services
Industry Investment Management
Experience
UnionBanc Investment Services   July 2005 - Present

Skills
Investment Advisory, Microsoft Word, English, Financial Modeling, Investment Management, Strategic Financial..., PowerPoint, Mutual Funds, Bloomberg, Research, Financial Analysis, Windows, Asset Management, Investment Strategies, Asset Allocation, Fixed Income, Portfolio Management, Customer Service, Equities, Outlook, Accounting, Photoshop, Estate Planning, Series 7, Wealth Management, Budgets, Negotiation, Retirement Planning, Alternative Investments, Certified Financial..., Cash Management, Credit, Private Banking, Retirement, Risk Management, Relationship Management, Credit Analysis, Insurance, Securities, Banking, Series 63, Treasury Management, Financial Planning

Education
California State University-Fullerton, Mihaylo College of Business and Economics

Aiko Fujinaga-Oshima Aiko Fujinaga-Oshima Los Angeles, California Details
Aiko Fujinaga-Oshima's UnionBanc Investment Services Experience January 2013 - Present
Job UnionBanc Investment Services
Industry Financial Services
Experience
UnionBanc Investment Services   January 2013 - Present
KPMG  August 2011 - December 2012
TLM, LLC   April 2006 - August 2009
Japan Broadcasting Corporation   2000 - 2003

Skills
Japanese, English, Microsoft Office, Bloomberg Terminal, Finance, Accounting, Financial Accounting, Microsoft Excel, Data Analysis, PowerPoint, Corporate Finance, Business Strategy, Strategy, Sarbanes-Oxley Act, Management

Education
Claremont Graduate University   2009 — 2011
Master of Business Administration (MBA), Finance

Doshisha University   1995 — 1999
Bachelor of Commerce (B.Com.), Business/Commerce, General

Brandt Corcoran Brandt Corcoran Oceanside, California Details
Brandt Corcoran's UnionBanc Investment Services Experience June 2003 - Present
Job Senior Financial Advisor at UnionBanc Investment Services
Industry Investment Management
Experience
UnionBanc Investment Services   June 2003 - Present

Skills
Retirement Planning, Investment Advisory, Life Insurance, Long Term Care Insurance, College Savings Plans, Income planning

Education
San Diego State University-California State University   1980 — 1987
Master of Business Administration (MBA), Finance, General

San Diego State University-California State University   1972 — 1977
Bachelor of Science (BS), Finance, General

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