Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Salaries. You can even request information on how much does Wells Fargo pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo directly from the past employees.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Wells Fargo February 2015 - Present
Wells Fargo Home Mortgage May 2014 - February 2015
SPS Commerce August 2013 - March 2014
Blue Cross and Blue Shield of Minnesota January 2012 - June 2013
Nurisco April 2008 - August 2012
Video Guidance April 2006 - April 2008
aCoupleofGurus.com April 2005 - December 2005
Education
Saint Mary's University of Minnesota 2009 — 2011
Masters of Science, Project Management
Wells Fargo March 2015 - Present
Color Me Mine November 2010 - June 2014
Alameda Recreation and Parks Department June 2007 - August 2009
Skills
Public Speaking, Social Media, Research, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Teaching, Editing, Social Networking, Teamwork
Education
Saint Mary's College of California 2012 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Bank of the West December 2012 - Present
Wells Fargo December 2011 - December 2012
Wells Fargo Bank July 2007 - January 2011
Alameda County Auction January 2004 - January 2008
Wells Fargo Bank July 2005 - April 2007
Skills
fluent in arabic, Microsoft Office, Retail Banking, Internal Communications, Planning & Organizing..., Banking, Finance, Financial Services, Small Business, Time Management, Training, Small Business Lending, Loans, Microsoft Word, Microsoft Excel
Education
Saint Mary's College of California 2009 — 2011
M.B.A.
Saint Mary's College of California 2005 — 2009
Business Administration, Finance and Economics
First National Bank of Eagle River June 2010 - Present
Vilas County News-Review April 2008 - June 2010
Wells Fargo June 2005 - August 2007
Wells Fargo May 2002 - May 2005
Wells Fargo March 2001 - April 2002
Wells Fargo February 1996 - May 2001
Wells Fargo April 1995 - February 1996
Oral B Laboratories March 1993 - September 1994
Foote, Cone & Belding August 1987 - October 1993
Skills
Public Relations, Event Planning, Public Speaking, Portfolio Management, Real Estate, Fundraising, Selling, Non-profits, Marketing Communications, Marketing Strategy, Direct Marketing, Customer Service, Email Marketing, Marketing, Event Management, New Business Development, Social Networking, Strategic Planning, Social Media, Product Marketing, Online Advertising, Market Planning, Market Research, Integrated Marketing, Marketing Management, Nonprofits, Advertising, Online Marketing, Business Strategy, Social Media Marketing, Entrepreneurship, Strategy, Sales, Copywriting, Business Development, Small Business, Corporate Communications, Media Relations
Education
St. Mary's College of California 1980 — 1984
Double Major, B.A., Political Science / French Literature
The Alliance Française Paris Ile-de-France 1982 — 1983
Diploma, French Language
MPR Financial September 2012 - Present
Wells Fargo October 2011 - September 2012
Skills
Mortgage Lending, Loan Origination
Education
Saint Mary's College of California
Master of Business Administration (M.B.A.), Concentration in Finance
San Francisco State University 2008 — 2011
B.A. Economics, Dean's List
Peoples Mortgage Company June 2012 - Present
Wells Fargo July 2007 - June 2012
JPMorgan Chase September 2004 - March 2007
MetLife December 1996 - September 2004
Skills
Credit, Investments, Strategic Financial..., Banking, Loans, Mortgage Lending, Financial Services, FHA, Marketing, Insurance, Finance, Mortgage Banking, Mutual Funds, Underwriting, Commercial Banking, Refinance, Retail Banking, Sales, Small Business Lending, Management, Retirement Planning, Real Estate Financing, Loan Origination, Selling, Lines Of Credit, Home Equity Lines of..., Residential Mortgages, Wealth Management, Foreclosures, Home Equity Loans, Financial Planning
Education
St. Mary's College of California 1992 — 1996
Philosophy Major, Government Minor
Brophy College Preparatory 1988 — 1992
Wells Fargo 2005 - Present
Arbor Commercial Mortgage 2003 - 2004
Ameriprise Financial 2001 - 2003
Skills
Loans, Portfolio Management, Banking, Mortgage Lending, Finance, Credit, Financial Analysis, Credit Analysis, Loan Servicing, Commercial Lending, Financial Modeling, Mortgage Banking, Commercial Banking, Underwriting, Risk Management, Small Business Lending, Loan Origination, Credit Risk, Financial Services, Financial Reporting
Education
Saint Mary's College of California 1997 — 2001
B.S., Economics, Accounting
Saint Mary's College of California 1997 — 2001
Bachelor of Science (B.S.), Economics
Wells Fargo October 2014 - Present
Robert Half Management Resources May 2014 - October 2014
Government Lockbox, Bank of America August 2011 - April 2012
Union Bank December 2007 - July 2011
Union Bank September 2005 - December 2007
U.S. Bank June 2003 - September 2005
U.S. Bank January 2002 - June 2003
Skills
Risk, Commercial Banking, Small Business Lending, Bank Secrecy Act, Process Improvement, Effective Communicator, Vendor Management, Procedure Development, Collaborative, Negotiation, Social Networking, Financial Risk, Leadership, Risk Management, Training, Banking, Customer Service, Management
Education
University of San Francisco 2007 — 2009
MS, Organization Development
St. Mary's College of California 2001 — 2003
B.A, Management
ATEL Capital Group November 2013 - Present
Wells Fargo October 2012 - November 2013
Locaid Technologies August 2012 - October 2012
Talkfree.com June 2010 - December 2011
Skills
Salesforce.com, Finance, Social Media Marketing, Microsoft Excel, Microsoft Office, Customer Service, Portfolio Management, PowerPoint, Financial Analysis, Commercial Lending, Time Management, Wikis, Wiki Development, Blogging, Google Analytics, Google Apps, QuickBooks, Microsoft Word, Digital Archiving, Asset Management, Data Analysis, Teamwork, Valuation, Google Adwords, Bill Processing, Commercial Real Estate, Loan Servicing, Lease Administration, Loans Administration, Social Networking, Leadership, Investments, Marketing, Sales, Public Speaking, Heavy Equipment, Fleet Leasing, Fixed Asset Management, IT Asset Management
Education
Saint Mary's College of California 2009 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Saint Ignatius College Prep 2003 — 2007
Scottrade November 2014 - Present
SFCO January 2006 - Present
Scottrade November 2012 - November 2014
Wells Fargo March 2011 - October 2012
Bank of America March 2005 - October 2009
Skills
CRM, Sales, Investments, Banking, Team Leadership, Business Analysis, Finance, Microsoft Office, Account Management, Real Estate, Forecasting, Mortgage Lending, New Business Development, Business Strategy, Customer Service, Adobe Creative Suite, Graphic Design, Project Management, Product Development, Business Planning, Investment Properties, Business Process..., Brokerage, Options Strategies, Financial Modeling, Financial Planning, Financial Services
Education
Saint Mary's College of California 2010 — 2012
Master in Business Administration, Honors
San Francisco State University, College of Business 2002 — 2005
Bachelor of Science (B.S.), Business Administration, Management, Finance, Entrepreneurship, Honors: Cum Laude
De La Salle High School 1994 — 1999
Cargill April 2014 - Present
Synrgistix Consulting 2005 - Present
Best Buy January 2012 - March 2014
RBC Wealth Management July 2011 - January 2012
RBA Consulting September 2010 - July 2011
Wells Fargo September 2009 - July 2010
Ameriprise Financial Services, Inc. April 2007 - November 2008
Follett Software February 2005 - April 2007
ViewPoint Bank 2004 - 2005
BenNevis 2002 - 2004
Education
University of Minnesota-Twin Cities 2000 — 2009
PhD, ABD, Organization Development
Saint Mary's University of Minnesota 1997 — 1999
M.A., Psychology
St. Cloud State University 1993 — 1997
B.A., Psychology, Speech Communications
Smiths Medical February 2011 - Present
Control Products, Inc. September 2010 - August 2011
Logic PD March 2010 - August 2010
EnteroMedics September 2005 - October 2009
GoodwillEaster May 2005 - September 2005
Wells Fargo December 2004 - March 2005
Countrywide Home Loans July 2004 - October 2004
Affinity Plus Federal Credit Union October 2002 - July 2004
MartinWilliams Advertising November 2000 - March 2002
CampbellMithun - Cash Plus Media June 1999 - October 2000
Skills
Management, CRM, Strategy, Training, Budgets, Program Management, Business Development, Cross-functional Team..., ERP, Project Management, Vendor Management
Education
APICS - Advancing Productivity, Innovation, and Competitive Success 2008 — 2009
CPIM - Certified in Production and Inventory Management, Master Planning of Resources & Basics of Supply Chain Management
Saint Mary's University of Minnesota 1995 — 1999
Bachelor of Arts, Marketing
Wells Fargo November 2004 - Present
ADP 2000 - 2004
Netcentives 2000 - 2000
Saint Mary's College of California 1997 - 2000
AquaLearn, Inc. 1995 - 1997
Bowater Reding, PLC 1994 - 1994
Unocal 1985 - 1994
Skills
Multi-channel Marketing, Demand Generation, Field Marketing, Sales Enablement, Messaging, Change Management, Cloud Computing, Enterprise Software, Digital Marketing, Marketing Automation, Content Marketing, Product Marketing, Integrated..., Lead Generation, Data-driven Marketing, Enterprise Marketing, Multi-channel Campaign..., B2B Marketing, Eloqua, SEM, Email Marketing, Online Marketing, Sales & Marketing..., Sales Messaging, Marketing Management, Strategic Planning, Marketing Communications, Team Leadership, Start-ups, Marketing Strategy, Cross-functional Team..., Integrated Marketing, Direct Marketing
Education
University of California, Berkeley
B.A., Social Science, Mass Communications and Marketing emphasis
St. Mary's College of California
MBA
Mayo Clinic February 2015 - Present
CDW October 2013 - September 2014
JPMorgan Chase May 2011 - September 2011
Wells Fargo September 2010 - May 2011
Wells Fargo Shareowner March 2010 - September 2010
Wells Fargo December 2006 - March 2010
Edward Jones September 2005 - October 2006
Sterling State Bank March 2004 - July 2005
Skills
Project Management, Public Speaking, Strategic Planning, Public Relations, Securities, Microsoft Office, Marketing Communications, Training, Management, Social Networking, Sales, Strategic Communications, Sales & Marketing..., Symantec Endpoint..., VMware, Microsoft SQL Server, SPSS, Hosted Microsoft..., Symantec Backup, Symantec Security, Adobe Acrobat, Communication Training, Organizational..., Total Account Management, Customer Engagement, Quality Management, Quality Assurance, Speech Writing, Creative Writing, Account Management, Cisco Technologies, Microsoft Technologies, Adobe Creative Suite, HP, IT Infrastructure..., Cloud Computing, Virtualization, Computer Network..., Information Technology, Information Security, Sales Management, Digital Photography, Customer Service, Leadership
Education
Saint Mary's University of Minnesota 2007 — 2010
Master's of Arts, Management
Winona State University 1999 — 2001
B.A., Mass Communications, Graduated with honors
University of Wisconsin-Eau Claire 1997 — 1999
TE Connectivity/CommScope April 2014 - Present
Hewlett-Packard January 2009 - April 2014
Hewlett-Packard November 2003 - December 2008
Hewlett-Packard February 2002 - October 2003
Hewlett-Packard April 2001 - January 2002
Berkeley Millwork & Furniture Company January 2000 - February 2001
Navigator Desk Systems, Inc. December 1996 - January 2000
Durant Apartments May 1996 - April 1997
Wells Fargo March 1992 - December 1995
Skills
Analysis, Business Process, Cross-functional Team..., Forecasting, Business Planning, SAP, Supply Chain, Project Planning, Vendor Management, Supply Chain Management, Procurement, Business Process..., Budgets, Leadership, Management, Strategy
Education
Saint Mary's College of California
Master of Business Administration (M.B.A.)
University of California, Berkeley
Bachelor's Degree
Wells Fargo September 2014 - Present
UC Santa Cruz April 2014 - September 2014
County of Sonoma October 2009 - April 2014
UC Santa Cruz January 2007 - September 2009
California Maritime Academy July 2006 - March 2007
Sonoma State University October 2000 - July 2006
UC Santa Cruz August 1999 - October 2000
UC Santa Cruz September 1996 - October 2000
Skills
Recruiting, Deferred Compensation, Training, Workers Compensation, Budgets, Supervision, Employee Recognition, Disciplinaries, Disability Management, Classification, Employee Relations, Human Resources, Performance Management, PeopleSoft, Policy, Employee Benefits, Employee Training, New Hire Orientations, Labor Relations, Organizational..., Leadership, Management
Education
Saint Mary's College of California 2003 — 2005
B.A. with Honors, Business Management
Sonoma State University 2001 — 2001
Certificate, Human Resources Managment
UnitedHealth Group February 2015 - Present
Wells Fargo Mortgage September 2014 - February 2015
Prime Therapeutics March 2014 - September 2014
Thomson Reuters August 2013 - March 2014
Best Buy January 2013 - August 2013
Upgrade Avenue 2011 - 2013
Thomson Reuters May 2012 - December 2012
Wells Fargo November 2011 - May 2012
Thomson Reuters June 2008 - November 2011
Skills
JavaScript, REST, Spring, Groovy, Web Services, Clojure, Maven, Hibernate, Ant, Node.js, Scala, Docker, Eclipse, C#, IntelliJ IDEA, Flex, ASP.NET MVC, Git, Visual Studio, Ubuntu, Project Management, Solr, GWT, Objective-C, Python, CAMEL, Agile, TDD, Hacking, Linux, Silverlight, ActionScript, MongoDB, Distributed Systems, MS Project, ZeroMQ, ElasticSearch, PostgreSQL, DevOps, Pyramid, Ruby, HTML5, ETL, Cloud Computing, Django, Mercurial, LINQ, Jetty, Emacs, Nginx
Education
Saint Cloud State University
Saint Mary's University of Minnesota
Idaho Women's Charitable Foundation January 2011 - Present
The Container Store October 2005 - March 2006
Merrill Lynch August 1991 - January 1999
Wells Fargo January 1989 - January 1991
Skills
Fundraising, Nonprofits, Grants, Strategic Financial..., Administrative..., Teaching, Public Relations, Public Speaking
Education
St. Mary's College School of Education 1991 — 1992
St. Mary's College of California 1987 — 1991
Reno High
Skyline Exhibits October 2014 - Present
LA Salle Campus Barcelona August 2014 - December 2014
National American University January 2013 - September 2014
H & R Block January 2013 - April 2013
State Farm Agency 2011 - 2012
Wells Fargo July 2010 - October 2011
Comcast May 2007 - July 2010
Skills
Microsoft Word, Microsoft Excel, •Trained new team..., •Co-facilitated team..., Prioritize Workload, Scheduled appointments, Filing, Time Management, Recruiting, Coaching, •Researched and..., •Initiated partnership..., Provided excellent..., Diffused frustrating..., Maintained accurate..., Copying, Finance, Student Financial Aid, Customer Experience, Critical Thinking, Tax, PowerPoint, Administrative Work, Invoicing, Insurance, Financial Services, Accounts Receivable, Project Managers, Team Building, Team Leadership
Education
Saint Mary's University of Minnesota 2011 — 2016
Master's degree, Business Administration & Project Management
Saint Mary's University of Minnesota 2010 — 2011
Bachelor of Science (B.S.), Business
Century College 2007 — 2010
Associate's degree, Business Administration
Wells Fargo January 2013 - Present
Wells Fargo Advisors September 2011 - Present
Wells Fargo Bank June 2011 - December 2012
Wells Fargo March 2010 - June 2011
Skills
FINRA, Insurance, Series 63, Portfolio Management, Series 7, Loans, Wealth Management, Banking, Series 6, Relationship Management, Investments, Private Banking, Credit, Financial Services, Consumer Lending, Credit Analysis, Cross Selling, Small Business Lending, Retail Banking, Mortgage Lending, Loan Origination, Wealth Management..., Finance
Education
Saint Mary's College of California
ActionLink June 2013 - Present
Cbeyond January 2013 - Present
T-Mobile May 2012 - January 2013
Personal June 2010 - June 2011
AT&T Mobility July 2007 - March 2011
Wells Fargo March 2006 - July 2007
Best Buy June 2004 - October 2005
Blockbuster 1998 - 2004
Datalink September 2000 - March 2002
Skills
Operations Management, Sales Management, Supervisory Skills, Coaching and Training, Building Relationships, Microsoft Office, Inventory Management, Sales Presentations, Group Presentations, Business Analysis, Wireless, Sales Operations
Education
Saint Mary's University of Minnesota 1996 — 2000
BA, Business Management
Wells Fargo February 2012 - Present
Wells Fargo October 2005 - Present
Genesys Telecommunications Inc. December 2003 - September 2005
Kinek Technologies June 2002 - November 2003
Skills
Process Improvement, Genesys, CTI, IVR, Contact Centers, System Deployment, Consulting
Education
New Brunswick Community College 2001 — 2002
Business Information Technology, Software Development
Saint Mary's University 1996 — 2001
Bachelor of Commerce, Finance and Human Resources
Wells Fargo November 2013 - Present
THE GRACIA LAW FIRM April 2013 - October 2013
Birmingham Business School University of Birmingham September 2011 - December 2012
Frost Bank January 2011 - July 2011
Business Banker July 2008 - December 2010
Frost Bank July 2007 - June 2008
Frost Bank July 2005 - June 2007
TPI, INC June 2002 - June 2005
Skills
Formal Credit Training, Formal Sales Traning, Conflict Resolution..., MS Office Suite, Lotus Notes, Salesforce.com, First Research, RMA, Thomson One, Moody's, Negotiation, Non-profits, New Business Development, Conflict Resolution, Credit, Finance, Management, Leadership, Microsoft Office, Nonprofits, Thompson One, Training
Education
The University of Birmingham 2011 — 2012
Master of Business Administration (MBA), Global Banking and Finance
Saint Mary's University 1999 — 2002
Bachelor, Business Administration; Finance and Management Information Systems, 3.1
St. Joseph Academy
High school
Thomas D. Eychner Co., Inc. 1991 - 2013
Wells Fargo 1990 - 1991
Ford Motor Credit Company 1987 - 1989
Skills
Employee Relations, Performance Management, Account Management, Payroll, Employee Benefits, Public Relations, Recruiting, Employee Engagement, Public Speaking, HR Policies, Training, Personnel Management, Management, Benefits Administration, Succession Planning, Marketing Management, Accounts Payable, Acting, Musical Theatre, Customer Support
Education
Saint Mary's College of California 1989 — 1991
Master of Business Administration (MBA), Business Administration and Management, General
University of California, Santa Barbara 1982 — 1987
Bachelor of Arts (BA), Business/Managerial Economics
University of California, Santa Barbara 1982 — 1987
Bachelor of Arts (BA), Political Science
Good Samaritan Society December 2013 - Present
Ann Grode Elder Care Planning October 2008 - Present
American Senior Benefits April 2011 - October 2012
Minneapolis Financial Group June 2009 - May 2010
New York Life June 2008 - June 2009
Walker Methodist (Westwood Ridge) September 2001 - October 2008
Wells Fargo 1998 - 2001
EduServ Technologies Inc 1989 - 1995
Skills
Insurance, Customer Service, Long Term Care, Health, Long-term Care, Medicare, Student Loans, Healthcare, Employee Benefits, Fixed Annuities, Life Insurance, Financial Planners, Term Life Insurance, Health Insurance, Retirement, Disability Insurance, Long Term Care Insurance, Seniors, Estate Planning, Elder Care, Team Building, Small Business, Marketing, Retirement Planning, Leadership, Home Care, Social Services, Case Managment, Strategic Planning, IRAs, Healthcare Management, Critical Illness, Financial Services
Education
Saint Mary's University of Minnesota 1983 — 1987
B.A.
Hill Murray High School 1979 — 1983
Wells Fargo Bank January 1995 - Present
Wells Fargo 1995 - April 2010
Skills
Credit Analysis, Credit Risk, Lines Of Credit, Commercial Lending, Cash Flow Lending, Real Estate Lending, Financial Analysis, Treasury Management, Underwriting, Strategic Planning, Commercial Banking, Loans, Banking, Credit, Portfolio Management, Finance, Management, Risk Management, Investments, Small Business Lending
Education
Saint Mary's College of California 2007 — 2009
MBA, Business Administration
University of California, Berkeley, Haas School of Business 1990 — 1994
B.S., Business Administration
Wells Fargo January 2008 - Present
Wells Fargo Bank 2006 - January 2008
Wells Fargo Technology & Commercial Banking 2004 - January 2006
KPMG 2003 - 2004
Skills
Banking, Commercial Banking, Credit, Credit Analysis, Loans, Commercial Lending, Financial Analysis, Relationship Management, Portfolio Management, Customer Service, Process Improvement, Credit Risk, Financial Services, Business Analysis, Treasury Management, Customer Satisfaction, Microsoft Excel, Outlook, Microsoft Office
Education
St. Mary's College of California 2012 — 2014
Master of Business Administration (MBA)
Santa Clara University 1999 — 2003
Bachelor of Science (B.S.), Accounting
Minnesota Premier Publications December 2011 - Present
Knuttila Consulting December 2010 - December 2014
Cheerful Givers February 2009 - April 2011
H&H Marketing January 2010 - July 2010
Wells Fargo October 2007 - December 2009
Wells Fargo Financial July 2004 - October 2007
Skills
Social Media, Event Planning, Public Relations, Customer Service, Strategic Communications, Creative Problem Solving, Event Marketing, Organizational..., Strategic Planning, Business Strategy, Strategy Development, Listening Skills, Account Management, Advertising, New Business Development, Cross Selling, Team Building, Team Leadership, Sales Management, Customer Satisfaction, Project Coordination, Blogging, Sales Presentations, Marketing Communications, Email Marketing, Writing, B2B, Brand Development, Strategy, Marketing Strategy, Leadership, Sales, Facebook, Training, Fundraising, Problem Solving
Education
Saint Mary's University of Minnesota 2000 — 2004
Marketing, Public Relations
Bank of America April 2015 - Present
Citi September 2012 - April 2015
Wells Fargo February 2007 - August 2012
GMAC October 2005 - February 2007
Wells Fargo Home Mortgage October 1999 - February 2005
Skills
Loans, First Time Home Buyers, Residential, Investment Properties, Real Estate, Mortgage, Mortgage Lending, Selling, Residential Homes, Refinance, Real Estate Transactions, Investments, Foreclosures, Sellers, REO, Short Sales, Credit, Team Building, Property, Mortgage Banking, FHA, Sales, Loan Origination, Referrals, Buyers, FHA financing, Finance, Residential Mortgages, Financial Services, VA loans, Relocation, Condos, USDA, Investors, Product Knowledge, Underwriting, Certified Mortgage..., Real Estate Financing, Strategic Financial..., Customer Satisfaction, Customer Service, Brokerage, Real Estate Economics, Small Business, Property Management, Portfolio Management, Single Family Homes, Asset Management, Negotiation, Real Estate Development
Education
St. Mary's College of California 1994 — 1996
MBA
San Francisco State University 1982 — 1984
BS, Marketing
Wells Fargo July 2010 - Present
Infinium Securities January 2009 - August 2010
Dresdner Kleinwort March 2005 - January 2009
Education
St. Mary's College of California 2010 — 2011
MS Finance
University of California, Davis
BS
Wells Fargo July 2009 - Present
Wells Fargo January 1991 - Present
Wells Fargo Bank 1991 - Present
Wells Fargo August 1993 - January 2001
Skills
Business Requirements, SDLC, Financial Services, Banking, Process Improvement
Education
University of Phoenix 2009 — 2013
MS/AJS, Criminal Justice/Law Enforcement Administration
Saint Mary's College of California 2000 — 2005
BA, Law
Mosaic Financial Partners June 1998 - Present
UC Berkeley Extension 2000 - 2005
Golden Gate Financial Associates 1995 - 1998
Wells Fargo 1983 - 1994
Wells Fargo 1974 - 1982
Skills
Wealth Management, Investments, Retirement Planning, Asset Allocation, Strategic Financial..., Portfolio Management, Financial Advisory, Investment Advisory, Estate Planning, Retirement, Investment Management, Investment Strategies, Financial Modeling, Personal Finance, Wealth, Financial Planning
Education
Saint Mary's College of California
Bachelor's degree, Business Administration and Management, General
Lawrence Livermore National Laboratory August 2014 - Present
Lawrence Livermore National Laboratory October 2007 - July 2014
Lawrence Livermore National Laboratory July 2005 - September 2007
Lawrence Livermore National Laboratory October 2004 - June 2005
Lawrence Livermore National Laboratory June 2004 - October 2004
Lawrence Livermore National Laboratory December 1995 - June 2004
KRON-TV June 1994 - November 1995
Wells Fargo June 1987 - May 1994
Skills
Requirements Management, Legal Compliance, Standards Compliance, Policy, Process Improvement, Problem Solving, Procurement, Business Analysis, Analysis, Project Management, Nuclear Proliferation, Risk Assessment, Cross-functional Team..., Data Analysis, Budgets, Government, ISO 9001, Risk Management, Quality Assurance, Six Sigma, Program Management, Project Planning, Iso 9000, Business Process..., Quality Management
Education
UC Berkeley Haas School of Business 2009 — 2010
Executive Leadership
St. Mary's College of California 1990 — 1994
Bachelor of Science, Industrial Psychology
Rabobank 2014 - Present
Mechanics Bank 2013 - 2014
Wells Fargo 2012 - 2013
Placer Funding, Inc 2009 - 2012
Wells Fargo 2006 - 2008
Skills
Financial Analysis, Cash Flow Forecasting, Discounted Cash Flow..., Demand Forecasting, Real Estate Investment, Real Estate Financing, Commercial Banking, Real Estate Negotiation, Market Analysis, New Business Development, Real Estate, DCF, Investment Properties, Investments, Corporate Real Estate, Commercial Management, Financial Modeling, Banking, Loans, Underwriting, Commercial Real Estate
Education
St. Mary's College of California 2010 — 2012
EMBA, Executive Management
St. Mary's College of California 1996 — 1999
BS, Business/Economics
KPMG July 2012 - Present
KPMG July 2011 - July 2012
KPMG August 2005 - July 2011
KPMG September 2008 - October 2010
Wells Fargo September 2001 - August 2005
Skills
Internal Controls, Sarbanes-Oxley Act, US GAAP, Auditing, Accounting, Financial Reporting, Financial Statements, IFRS, Consolidation, Financial Audits, GAAP, SEC Financial Reporting, Project Management, Financial Statement..., SEC filings, Budgets, Finance, Financial Analysis, SOX 404, IFRS Financial Reporting, U.S. GAAP, SOX 404 Compliance, Business, Data Analytics
Education
Saint Mary's University of Minnesota 2001 — 2005
BA, Accounting; Business Management
Charles Schwab June 2005 - Present
Charles Schwab February 2004 - June 2005
Charles Schwab August 2002 - August 2004
Charles Schwab February 2000 - August 2002
Charles Schwab November 1995 - February 2000
Wells Fargo August 1994 - November 1995
Skills
Financial Services, Leadership, Management, Investments, Security, Business Process, Sales, Recruiting, Accounting, Finance, Banking
Education
St. Mary's College of California 1998 — 2002
MBA
Santa Clara University 1990 — 1994
BS, Finance
Serra High School 1986 — 1990
Delta Blood Bank, a subsidiary of the American Red Cross July 2012 - Present
Gerson Lehrman Group July 2009 - Present
Bank of the West May 2007 - June 2009
Bank of America March 1999 - July 2003
Wells Fargo Bank 1996 - 1999
Wells Fargo Bank 1995 - 1996
Providian Financial 1993 - 1995
Wells Fargo Bank 1990 - 1993
Wells Fargo 1989 - 1990
Skills
Online Marketing, Product Management, E-commerce, Marketing, Social Media Marketing, Credit Cards, Loans, Strategic Planning, Product Development, Management, Integrated Marketing, Program Management, Business Development, Online Advertising
Education
Saint Mary's College of California 1989 — 1992
MBA, Marketing
University of California, Davis 1981 — 1985
BA, International Relations (Economics emphasis)
SOLE Financial August 2015 - Present
Smart Wireless December 2014 - July 2015
Smart Wireless January 2014 - October 2014
International Sports Management, Inc. 2013 - 2013
Wells Fargo 2012 - 2013
Costco Wholesale June 2009 - January 2011
Skills
Sales, Customer Service, Sales Management, Leadership, Sales Operations, Management, Sales Process, Exceeding Quotas, New Business Development, Direct Sales, Salesforce.com, Marketing, Team Building, Public Speaking, Sales Presentations, Customer Satisfaction, Customer Retention, Customer Experience, Home Equity, Home Equity Lines of..., Home Equity Loans, Cold Calling
Education
Portland Community College
Business, Business Administration
Saint Mary's College of California
Business, Business Administration
Allianz Life October 2014 - Present
Allianz Life August 2014 - October 2014
Allianz Life May 2012 - August 2014
Allianz Life December 2010 - May 2012
Wells Fargo January 2007 - October 2010
Skills
Customer Service, Employee Benefits, Insurance, Leadership, Microsoft Office, Account Management, Team Building
Education
Saint Mary's University of Minnesota 2013 — 2016
Business Administration and Management
St. Cloud State University 2004 — 2008
International Business
Bank of the West April 2015 - Present
Wells Fargo December 2014 - March 2015
Starbucks June 2013 - November 2014
Nino Russell February 2013 - June 2014
Haghighi August 2012 - June 2014
Pasargad Ltd. January 2010 - August 2012
Skills
Social Media, Event Management, Public Relations, Music, Time Management, Management, Advertising, Social Networking, Team Leadership, Composition, Coaching, Event Planning, Public Speaking, Interviews, Forensic Analysis, Online Advertising, Cold Calling, Editing, Radio Host, Music Industry, Music Production, Music Publishing, Orchestral Music, Piano, Marketing, Leadership, Research, Sales, Messaging, Key Messaging, Change Management, Customer Service, Business Development, Sales Presentations, Retail Sales, Short Sales, Direct Sales, New Business Development, Project Management, Account Management, Business Strategy, Team Building, Business Planning, Microsoft Office, Marketing Strategy, Microsoft Excel
Education
Saint Mary's College of California 2015 — 2017
Biochemistry and Molecular Biology
University of London 2012 — 2015
Associate of Science (A.S.), Forensic Science
University of West London 2012 — 2014
Certificate of Higher National Diploma, Forensic Science
Associated Board of the Royal Schools of Music 2002 — 2013
ABRSM Distinction, Piano and Music Theory, 8
Richard Hale School 2010 — 2012
GCE, Biology, Chemistry, Maths, Psychology
Wells Fargo June 2011 - Present
HSBC Private Bank January 2007 - April 2011
Citi January 2004 - December 2007
Skills
Mortgage Lending, Sales, Management, Customer Service, Small Business, Banking, Finance, Insurance, Team Building, Leadership, Marketing, Coaching, Financial Analysis, Risk Management, Business Planning, Strategic Planning, Sales Management, Business Development, New Business Development
Education
Saint Mary's College of California 2014 — 2015
Master of Business Administration (MBA), MBA
McKesson January 2015 - Present
McKesson March 2010 - January 2015
Wells Fargo 2009 - 2010
Self-Employed October 2008 - 2009
Haggin Marketing November 2007 - October 2008
Wells Fargo March 2007 - November 2007
Washington Mutual December 2006 - March 2007
PeoplePC September 2004 - June 2006
Union Bank of California June 2003 - September 2004
Bank of the West October 1999 - March 2003
Skills
Microsoft Excel, PowerPoint, SPSS, Access, Microsoft Word, Analytics, Database Marketing, Direct Marketing, Segmentation, Customer Acquisition, Product Management, CRM, Marketing Strategy, Product Marketing, Multi-channel Marketing, Strategic Planning, Strategic Partnerships, Data Analysis, Financial Modeling, Management, Forecasting, Analysis, Market Research, Leadership, Business Development, Marketing, Strategy, Training, Cross-functional Team..., Process Improvement, Program Management, Business Analysis, Consulting, Project Management
Education
Saint Mary's College of California 1999 — 2001
MBA, Finance
San Diego State University-California State University 1986 — 1989
BA, Economics
Bank of the Sierra January 2015 - Present
Wells Fargo September 2012 - January 2015
Rabobank North America May 2010 - September 2012
Westamerica Bank May 2005 - May 2010
Valley Business Bank December 2000 - May 2005
Visalia Community Bank June 1998 - December 2000
Bank of the West June 1996 - June 1998
Skills
Loans, Credit, Underwriting, Analysis, Sales, Banking, Commercial Lending, Commercial Banking, Financial Analysis, Mortgage Lending, Team Building, Small Business Lending, Strategic Planning, Retail Banking, Real Estate, Credit Analysis, Finance, Management, Portfolio Management
Education
Pacific Coast Banking School 2004 — 2005
Commercial Lending Course
Sequoia Leadership/ Leadership Visalia 2003 — 2004
Organizational Leadership and Government
St. Mary's College of California 1992 — 1996
BS, Business Administration/Economics-Financial Concentration
San Lorenzo Unified School District September 2014 - Present
US Bank April 2011 - April 2012
Wells Fargo 2008 - 2011
Skills
Customer Service, Microsoft Excel, Banking, Credit, Loans, Financial Analysis, Risk Management, Real Estate, Finance
Education
Saint Mary's College of California 2011 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Wells Fargo August 2006 - Present
Lafayette-Moraga Youth Association 2005 - Present
Bank of America June 2004 - January 2006
Sybase, Inc July 1993 - April 2003
Sybase, Inc July 1993 - April 2003
Sybase, Inc July 1993 - April 2003
Sybase, Inc July 1993 - April 2003
SCO February 1990 - June 1993
Skills
Business Process..., Strategic Planning, Capability Mapping, Application Architecture, Data Architecture, Project Management, PMO, Analytics, Information Security, Leadership, Integration Architecture, Enterprise Architecture, Solution Architecture, IT Strategy, SOA, EAI, Enterprise Software, Data Warehousing, Integration, SDLC, Cloud Computing, Architecture, Business Intelligence, Architectures, Management, CRM, Program Management, Software Development, Strategy
Education
St. Mary's College of California 2003 — 2004
MA, Leadership (Culture Change emph.)
University of California, Davis 1977 — 1987
BS, International Ag Development
Future State Inc. June 2015 - Present
Future State Inc. April 2014 - Present
Future State Inc. November 2012 - April 2014
TechProse January 2010 - November 2012
The Future Leaders Institute September 2010 - July 2011
oDesk December 2008 - January 2010
BUILD 2006 - 2010
Intuit October 2004 - November 2008
Wells Fargo February 2003 - September 2004
Wells Fargo January 2001 - February 2003
Skills
Strategy, Operational..., Strategic Partnerships, SaaS, Change Management, Turnaround Experience, Turn Around Management, Start-ups, Business Development, Training, Business Strategy, CRM, Organizational..., Leadership Development, Enterprise Software, Program Management, Strategic Planning, Sales Process, Strategic Communications, Product Management, Cross-functional Team..., Leadership, Management Consulting, Marketing, Consulting, Leading Change, Performance Management, Coaching, Integration, Team Building, Analysis, Business Process, Marketing Strategy, Management, Learning Management, Adoption, Social Media, Integrated Marketing, Entrepreneurship, Strategy Development, Blended Learning, Enterprise Content..., Neuroscience, User-centered Design, Portal Development, Strategic Consulting, Web Interface Design, Developer Relations, Sailing, Volunteering
Education
St. Mary's College of California 2000 — 2002
MBA
University of California, Santa Barbara 1990 — 1994
B.A, English
Miramonte 1986 — 1990
Glenview Elementary School
LEC
SNS
Wisdom 2.0
SDL plc April 2015 - Present
Salesforce.com January 2008 - March 2015
BRG July 2007 - December 2007
JP Morgan August 2006 - January 2007
Advent Software October 2000 - September 2006
Wells Fargo September 1996 - August 2000
Skills
SaaS, Financial Services, Software Implementation, SDLC, Project Management, Salesforce.com..., Salesforce.com..., Salesforce.com..., Cloud Applications, Technical Support, Branch Banking, Account Management, Cloud Computing, Business Analysis, Enterprise Software, Integration, Salesforce.com, Management, Product Management, Business Process, Professional Services, CRM
Education
Saint Mary's College of California 1992 — 1996
Bachelors of Science, Business Administration
JPMorgan Chase Bank, N.A. June 2014 - Present
Wells Fargo January 2013 - May 2014
Hilti inc. HNA October 2010 - December 2012
The Home Depot April 2005 - October 2010
Windsor High School August 2009 - May 2010
Education
Sonoma State University 2008 — 2009
Teaching Credential, Social Studies Teacher Education
Saint Mary's College of California 2003 — 2006
Communications
Ameriprise Financial Services, Inc. October 2012 - Present
The Wildcat Sanctuary March 2012 - July 2013
Saint Mary's University of Minnesota June 2010 - May 2013
Wells Fargo Bank August 2010 - September 2012
Wells Fargo June 2007 - August 2010
Wells Fargo November 2005 - March 2007
Towle Financial September 2002 - November 2005
Hanft Fride, PA 1998 - 2002
Education
Saint Mary's University of Minnesota 2004 — 2007
MS Project Management
University of Minnesota Duluth 1996 — 2000
BA English
American Society of Training & Development - Chicago 2009 — 2009
ASTD Training Certificate
Association for Talent Development 2014 — 2014
Measuring Return on Investment Certificate
Wells Fargo November 2013 - Present
U.S. Bank October 2012 - Present
Mahtomedi Hockey September 2009 - Present
US Bank November 2010 - October 2012
US Bank November 2009 - November 2010
Endeavor Advertising May 2008 - August 2008
Skills
Sales, B2B, Cold Calling, Small Business Lending, Commercial Banking, Treasury Management, payment solutions, Relationship Management, Networking, IMPAX, Sales Presentations, SBA, Client Prospecting, Communication, Follow Through, Organization, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Partnerships, Highly detail oriented, Cash Management, Commercial Lending, New Business Development, Sales Operations, Payments, Portfolio Management, Banking, Credit, Mortgage Lending, Credit Analysis, Financial Analysis, Loans, Consumer Lending, Customer Service
Education
Saint Mary's University of Minnesota 2005 — 2009
Bachelor of Arts, Marketing
Mahtomedi High School 2001 — 2005
Wells Fargo January 2014 - Present
NBA Entertainment January 2013 - Present
Vera Bradley November 2012 - March 2014
Once Upon a Thyme Productions July 2012 - December 2012
MKSHFT/CLLCTV September 2012 - September 2012
Gap Inc./Banana Republic November 2011 - July 2012
"Me Gusta" Music Video May 2012 - May 2012
Echo Communications July 2011 - September 2011
3 J Films, LLC August 2011 - August 2011
Lionsgate/Tyler Perry Studios August 2011 - August 2011
Skills
Film, Film Production, Photography, Camera, Short Films, Final Cut Pro, Video, Music Videos, Feature Films
Education
St. Mary's College of California 2007 — 2011
B.A. Communication, Minor in Women's Studies
Sacred Heart Cathedral Preparatory 2003 — 2007
High School Diploma
Van Pelt Construction Services August 2002 - Present
Wells Fargo August 2001 - September 2002
Skills
Construction, Construction Management, Project Management, Proposal Writing, Program Management, Project Estimation, Process Scheduler, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Budgets, Contract Negotiation
Education
Saint Mary's College of California 1998 — 2002
BA, History
Wells Fargo June 2015 - August 2015
First Republic Bank August 2014 - December 2014
Wells Fargo December 2013 - June 2014
Bank of America December 2012 - March 2013
Wells Fargo February 2012 - December 2012
Bank of America August 2010 - August 2011
Bank of America January 2008 - January 2009
Wells Fargo Bank 2009 - 2009
Delta Dental 2006 - 2007
Federal Home Loan Bank of San Francisco June 2005 - November 2006
Education
Miscellaneous
Master of Business Administration (M.B.A.)
Saint Mary's College of California
MBA, Management
University of San Francisco
BS, Computer Science
Wells Fargo January 2010 - Present
Wells Fargo January 2008 - December 2009
Ameriprise Financial 2004 - 2008
Wells Capital Management 1999 - 2004
Skills
Public Relations, Internal Communications, Marketing Communications, Intranet, Corporate Communications, Newsletters, Strategic Communications, Media Relations, Budgets, Program Management, Employee Engagement, Content Management, Crisis Communications, Web Content Management, Communications Planning, Social Media
Education
University of St. Thomas - Opus College of Business 2004 — 2007
Master's Certificate
Saint Mary's University of Minnesota
Bachelor’s Degree
Wells Fargo March 2014 - Present
Wells Fargo April 2007 - March 2014
Wells Fargo Investments September 2005 - April 2007
Wells Fargo June 2004 - August 2004
Saint Mary's University of Minnesota August 2003 - May 2004
Skills
Editing, Policy, E-communications, Communication Strategy, Corporate Communications, Content Management, Internal Communications, Social Media, Writing, Strategic Communications, SharePoint, Technical Writing, Project Management, Analysis, Newsletters, Program Management, Training, Event Planning, Marketing, Management, Public Relations, Media Relations
Education
Saint Mary's University of Minnesota 2010 — 2014
MBA, Business Administration
Saint Mary's University of Minnesota 2001 — 2005
B.A., Public Relations, Electronic Communications and Business
Blooming Prairie High School 1995 — 2001
JPMorgan Chase September 2008 - 2010
Washington Mutual 2007 - 2008
Wells Fargo October 2006 - October 2007
Wells Fargo Bank January 2006 - October 2007
Wells Fargo January 2003 - October 2006
National Football League 1999 - 2002
Skills
Loans, Credit, Cross Selling, Deposits, Financial Services, Small Business Lending, Commercial Lending, Commercial Banking, Retail Banking, Treasury Services, Loan Origination, Branch Management, SBA, Mortgage Lending, Leadership, Cash Management, Portfolio Management, Financial Modeling, Relationship Management, Management
Education
Saint Mary's College of California 2010 — 2011
MBA, Business Administration
University of California, Los Angeles
BA
Crestwood Behavioral Health January 2015 - Present
Bank of the West August 2013 - November 2014
New Penn Financial, LLC August 2012 - August 2013
Wells Fargo January 2012 - August 2012
Wells Fargo January 2007 - December 2011
Skills
Bank Secrecy Act, AML, CTR, Mortgage Lending, Loss Mitigation, Foreclosures, Loan Modifications, Loans, Sales, Loan Origination, Refinance, FHA, Accounting, Auditing, Financial Analysis, Credit, Short Sales, Customer Service, Tax Returns, PowerPoint, VA loans, Microsoft Excel, Finance, Selling, Underwriting, Outlook, Bilingual, Cross Selling, Residential Mortgages, FHA financing, Real Estate, First Time Home Buyers, Commercial Lending, USDA, Investors, Financial Structuring, Collections, Data Analysis, Harp, Deed in Lieu, Loan Servicing, Client Relationship..., Client Retention..., Mortgage Servicing, Home Equity Loans, Microsoft Office, Sellers, Mortgage Underwriting, Portfolio Management, Financial Services
Education
St. Mary's College of California 2008 — 2011
Bachelor of Science (B.S.), Accounting
Tokay High School 2001 — 2005
Netsuite August 2015 - Present
Ernst & Young January 2015 - July 2015
Datacard Group March 2014 - December 2014
Select Comfort September 2011 - February 2014
US Postal Service September 2008 - September 2011
MoneyGram International April 2008 - August 2008
Wells Fargo September 2007 - March 2008
BI January 2007 - August 2007
Starkey Labs March 2006 - December 2006
Valspar October 2002 - March 2006
Skills
Databases, PL/SQL, Data Warehousing, Oracle, Oracle Applications, Oracle SOA 11g/ BPEL/..., ETL, Oracle E-Business Suite, Oracle Discoverer, SDLC, Oracle HR, Performance Tuning, Oracle Reports, Database Design, SQL, SOA, Business Analysis
Education
Saint Mary's University of Minnesota 1999 — 2001
MA, Management
Meridian Property Company June 2015 - Present
Wells Fargo July 2013 - June 2015
Wells Fargo March 2013 - July 2013
Wells Fargo July 2010 - March 2013
MassMutual Financial Group July 2009 - September 2009
HSBC October 2008 - December 2008
Lincoln Financial Advisors June 2007 - August 2007
Skills
PowerPoint, Access, Microsoft Excel, Microsoft Office, Financial Services, Commercial Banking, Financial Analysis, Financial Modeling, Portfolio Management, Credit, Credit Analysis, Underwriting, Management, Finance, Loans
Education
Saint Mary's College of California 2011 — 2012
Master of Business Administration (MBA), Finance
Santa Clara University 2006 — 2010
Bachelor of Science (B.S.), Finance
Robert Half Technology April 2014 - Present
All The Way Rider March 2005 - Present
parago February 2013 - April 2014
Solutia Consulting November 2012 - January 2013
Wells Fargo May 2012 - November 2012
Wells Fargo February 2008 - May 2012
Wells Fargo April 2006 - February 2008
Wells Fargo December 2004 - April 2006
Align (rock band) August 1997 - July 2004
Marble (rock band) July 1994 - May 1997
Skills
Investments, Banking, Credit, Finance, Financial Analysis, Risk Management, Credit Analysis, Team Leadership, Loans, Project Management, Business Analysis, Mutual Funds, Sales Management, Training, Analysis, Process Improvement, Customer Service, Marketing
Education
Saint Mary's University of Minnesota 2007 — 2011
MBA, Finance and Management
University of Minnesota-Twin Cities 2003 — 2005
BS, Human Resources Development
Farmers & Merchants Bank of Long Beach March 2014 - Present
U.S. Bank December 2008 - March 2014
Cal National Bank June 2004 - December 2008
Wells Fargo May 2001 - June 2004
Skills
Loans, Real Estate, Commercial Lending, Commercial Real Estate, Disposition, Asset Managment, Asset Management, REO, Residential Homes, Due Diligence, Real Estate Economics, Mortgage Lending, Construction Loans, Credit Analysis, Credit, Underwriting, Portfolio Management, Lines Of Credit, Asset, Commercial Banking, Commercial Mortgages, Loan Origination, Investments, Finance, Banking, Financial Structuring, Small Business Lending, Credit Risk, Treasury Management, Consumer Lending, Cash Management, Valuation, Real Estate Financing, Financial Services, Retail Banking, Asset Based Lending, Refinance, Relationship Management, Financial Analysis, Brokerage, Capital Markets, Financial Modeling, Financial Risk, Dispositions
Education
St. Mary's College of California 1997 — 1999
Wells Fargo October 2011 - Present
Best Buy March 2011 - September 2011
CaringBridge.Org June 2008 - March 2011
Target May 2007 - May 2008
Merrill Corporation 2002 - 2007
Retek 1998 - 2003
Northwest Mortgage 1994 - 1997
Skills
Business Analysis, Project Management, Visio, Agile Methodologies, Requirements Analysis, SQL, Waterfall, Business Intelligence, Program Management, Management, Software Development, SDLC, Software Project..., SharePoint, Scrum, PMO, Integration, Databases, Vendor Management, Business Requirements, Business Process, Software Documentation, Project Portfolio..., Requirements Gathering, Analysis, IT Strategy, Agile Project Management, PMP, MS Project, Leadership, Data Warehousing, User Acceptance Testing, Systems Analysis, Business Process..., Process Improvement, ITIL, Resource Management, Testing, Project Delivery, Cross-functional Team..., SOA, Enterprise Architecture, IT Management
Education
Saint Mary's University of Minnesota
TIAA-CREF January 2015 - Present
CTB/McGraw-Hill May 2014 - January 2015
Financial Services September 2012 - May 2014
Franklin Templeton December 2002 - September 2012
Franklin Templeton Institutional December 2002 - January 2008
Charles Schwab & Co February 1999 - October 2002
Merrill Lynch September 1997 - February 1999
Barclays Global Investors January 1996 - September 1997
Wells Fargo June 1993 - December 1995
Skills
Leadership, Mutual Funds, Equities, Management, Asset Managment, Investments, Marketing Communications, Strategic Communications, Internal Communications, Investment Management, Wealth Management, Investment Strategies, Financial Services, Asset Management, Crisis Communications, Strategy, Alternative Investments, Fixed Income, Portfolio Management, Series 7, Securities, Business Strategy, Corporate Communications, Series 63, Asset Allocation, ETFs, Hedge Funds, Relationship Management, Investment Advisory, SharePoint, 401k, Bloomberg, Retirement Planning, Financial Markets, Emerging Markets, Investor Relations
Education
Saint Mary's College of California
MBA
University of California, Los Angeles
BA, English Literature / History
OpenGov Inc. August 2015 - Present
Worksite, Inc. July 2014 - July 2015
Worksite, Inc. April 2014 - July 2014
ServiceSource November 2011 - April 2014
Wells Fargo June 2001 - November 2011
Veotech November 2000 - April 2001
Kaiser Permanente IT February 2000 - September 2000
Vivant May 1999 - October 1999
Kaiser Permanente IT October 1997 - March 1999
Bank of America 1998 - 1999
Skills
Ruby, Selenium, Groovy, TDD, Cucumber, Hudson, REST, Python, SoapUI, Ruby on Rails, Java, Perl, SOA, BDD, Watir, Test Driven Development, Webdriver, JUnit, Agile Methodologies, Ant, Scrum, Web Applications, SDLC, Software Development, Testing, Test Automation, Quality Assurance, Jenkins, JIRA, Continuous Integration, Agile Project Management, Web Services, Subversion, Carpentry
Education
Saint Mary's College of California 2002 — 2004
Management, Math, History
Northgate High School 1985 — 1989
Bank of the West November 2010 - Present
JLC Consulting, Wells Fargo 2010 - 2010
Countrywide Financial August 2004 - February 2008
Wells Fargo February 1999 - July 2004
Citibank July 1983 - February 1999
Skills
Banking, IT Management, Management, Executive Management, Risk Management, Project Portfolio..., Leadership, Project Management, Vendor Management, Quality Assurance, PMO, Credit, Program Management, Strategy, Cross-functional Team..., Relationship Management, Strategic Planning, Change Management, SDLC, Marketing, Team Management, Account Management, Budgets, Information Technology, Mergers & Acquisitions, Portfolio Management, Financial Services, Finance, Disaster Recovery, Customer Service, Process Improvement, Business Analysis
Education
Saint Mary's College of California 1994 — 1996
BA, Management
US Army July 2008 - Present
Wells Fargo July 2003 - Present
Wells Fargo May 2008 - February 2009
Skills
Banking, Financial Analysis, Bank Secrecy Act, Analytics, Financial Risk, Risk Management, Financial Services, Due Diligence, Retail Banking, AML, Operational Risk..., Business Analysis, Analysis, Anti Money Laundering, Leadership, Management, Risk Assessment
Education
New York University - Leonard N. Stern School of Business 2014 — 2015
Master of Science (MS), Risk Management
Saint Mary's College of California 2000 — 2004
BS, Economics
Wells Fargo January 2007 - Present
Bank of America January 2000 - December 2006
Skills
Applicant Tracking..., Recruiting, College Recruiting
Education
Saint Mary's College of California 1990 — 1994
Wells Fargo October 1984 - Present
Wells Fargo Bank 1984 - Present
Wells Fargo 1994 - 1998
Skills
Credit Risk, Credit Analysis, Credit, Portfolio Management, Commercial Banking, Risk Management, Financial Risk, Consumer Lending, Loans, Banking, Underwriting, Mortgage Lending, Commercial Lending, Forecasting, Retail Banking, Operational Risk
Education
Pacific Coast Graduate Banking School, University of Washington 2004 — 2006
Certificate, Graduate Banking Studies
Saint Mary's College of California 1986 — 1987
Master’s Degree, International Business
Saint Mary's College of California 1975 — 1979
Bachelor’s Degree, Government, French, Spanish
Pater Noster High School 1971 — 1975
High School, College Preparatory
Community Bank of the Bay December 2014 - Present
Union Bank December 1999 - January 2003
First Interstate Bank 1988 - 1996
Wells Fargo 1986 - 1990
Skills
Banking, Credit, Management, Credit Analysis, Commercial Lending, Commercial Banking, Loans, Retail Banking, Small Business Lending, Loan Origination, Business Process...
Education
St. Mary's College of California 1975 — 1979
Bachelor's of Science, Economics and Business Administration
YMCA of Silicon Valley June 2012 - Present
Wells Fargo 2004 - June 2012
YMCA of the East Bay 1995 - 2004
Systron Donner 1989 - 1995
Skills
Employee Relations, Human Resources, Leading Change, HR Consulting, Leadership Development, Succession Planning, Onboarding, HRIS, Talent Acquisition, Performance Management, Organizational..., Career Development, Change Management, Talent Management, Training, Management, Team Building, Organizational..., Vendor Management, Coaching, Strategic Planning, Leadership, Personnel Management, Applicant Tracking..., Workshop Facilitation, Employment Law, Strategy, College Recruiting, Process Improvement
Education
St. Mary's College of California 2002 — 2004
MBA
University of Wisconsin-Madison 1987 — 1988
MA
University of Maryland College Park 1983 — 1986
BA, English
Mendocino College June 2004 - Present
Plow 2009 - 2013
Wells Fargo February 1995 - October 2002
Education
SDA Bocconi 1994 — 1994
Masters, International Economics and Management
Saint Mary's College of California 1988 — 1992
MidCountry Bank March 2015 - Present
JPMorgan Chase March 2008 - March 2015
Bank of the West 2006 - 2008
Wells Fargo April 1981 - April 2006
Skills
Banking, Commercial Lending, Corporate Finance, Portfolio Management, Investments, Cash Management, Credit, Strategic Financial..., Finance, Commercial Banking, Relationship Management
Education
Saint Mary's University of Minnesota
BS, Telecommunications Management
New Signature August 2015 - Present
Ameriprise Financial Services, Inc. May 2011 - July 2015
Virteva November 2010 - April 2011
Wells Fargo January 2008 - September 2009
Boston Scientific CRM November 2006 - December 2007
Ecolab June 2005 - February 2006
Thomson West November 2004 - May 2005
Edutech Informatics April 1999 - September 2000
Unitron Networks Inc October 1997 - March 1999
Skills
Enterprise Architecture, Active Directory, Disaster Recovery, System Deployment, Microsoft Exchange, Messaging, Enterprise Software, Powershell, Windows Server, Messaging Architecture, Unified Communications, Enterprise Mobility, Mobile Device Management, Secure Messaging, Directory Services, Performance Tuning, Lync, Scripting, Blackberry, Quest Migration Manager, Microsoft SQL Server, VMware, SMTP Gateway, Storage Solutions, Windows Server 2008, Business Continuity..., Architectures, Microsoft Technologies, Virtualization, Integration, Vendor Management, Infrastructure, IT Strategy, ITIL, SDLC, Solution Architecture, IT Management, Data Center, Visio, Cloud Computing, Requirements Analysis, Strategy, Program Management, Management, Process Improvement, Troubleshooting, Servers, IT Service Management, Software Documentation, IT Operations
Education
Saint Mary's University of Minnesota 2003 — 2005
M.S, Telecommunications
JNTU 1993 — 1997
Bachelor's degree, Engineering
RIG, LLC January 2010 - November 2013
Wells Fargo March 2008 - October 2008
BBE March 2004 - August 2007
AT&T April 1997 - February 2004
United States Marine Corps January 1993 - January 1997
Skills
Real Estate, Foreclosures, Negotiation, Property, Marketing, Microsoft Excel, Team Building, Resellers, Construction, Strategic Planning, Contract Negotiation, Project Management, Telecommunications, Information Technology, Information Management, Healthcare Information..., Managerial, Internal Communications, Team Management, Teamwork, Public Speaking
Education
Saint Mary's College of California 2014 — 2016
Master of Business Administration (M.B.A.), Trans-Global Executive Management
University of Phoenix 2012 — 2014
Bachelor of Science (BS), Health/Health Care Administration/Management, 11
University of Phoenix 1999 — 2003
Bachleors, Business Administration/Information Systems Technology
Wells Fargo March 2006 - Present
Fannie Mae September 2003 - March 2006
Freddie Mac 1986 - 2001
Skills
Mortgage Lending, Banking, Credit, Financial Services, Loan Origination, Loans, Mortgage Banking, Credit Analysis, Refinance, FHA, Loss Mitigation, Underwriting, Mortgage Underwriting, USDA, Risk Management
Education
Saint Mary's University of Minnesota 1981 — 1985
Bachelor
Wells Fargo 2007 - Present
Skills
Business Analysis, Business Requirements, Requirements Analysis, SDLC, Vendor Management, Requirements Gathering
Education
UC Berkeley 2008 — 2011
Pre-Medical Post Baccaulaureate
Saint Mary's College of California 1999 — 2003
Bachelor of Science (BS), Psychology
Wells Fargo Practice Finance March 2012 - Present
Wells Fargo March 2005 - March 2012
Wells Fargo October 2000 - March 2005
Wells Fargo March 1999 - September 2000
Citibank July 1997 - March 1999
Citibank 1993 - 1997
Skills
Direct Marketing, Mortgage Lending, Sales Management, Retail Banking, Commercial Real Estate, Strategic Planning, Strategic Partnerships, Practice Financing, Marketing Management, Small Business Lending, Mergers, Loans, Financial Services, Banking, Account Management, Mergers & Acquisitions, Credit, Marketing, CRM, Leadership, Sales, Program Management, Portfolio Management, Risk Management, Finance, Cross Selling, Financial Analysis, Strategy, Executive Management, Commercial Lending, Management, Relationship Management
Education
St. Mary's College of California 1994 — 1996
MBA, Business Administration and Management, General
Werner Electric September 2015 - Present
Seagate Technology August 2013 - September 2015
Werner Electric Supply January 2013 - July 2013
Werner Electric Supply October 2009 - January 2013
Wells Fargo August 2009 - October 2009
Best Buy February 2008 - March 2009
Pro-Tech Cooling and Heating June 2002 - August 2006
Skills
Purchasing, Leadership, Management, Project Planning, Negotiation, Analysis, Pricing, Customer Satisfaction, Inventory Management, Sourcing, Customer Service, Supply Chain Management, Process Improvement, Cross-functional Team..., Product Development, Retail, New Business Development
Education
Saint Mary's University of Minnesota
Bachelor of Science, Business
Google March 2012 - Present
Wells Fargo September 2009 - March 2012
Wachovia August 2007 - September 2009
World Savings November 2001 - August 2007
Skills
Project Management, Program Management, Leadership, Training, Accounting, Real Estate, Portfolio Management, Financial Analysis, Process Improvement, Vendor Management, Budgets, Strategic Planning, Forecasting, Banking, Microsoft Excel, Fixed Assets, Finance, Business Analysis
Education
St. Mary's College of California 2010 — 2012
MBA
University of California, Berkeley 1992 — 1998
BA, English
People Enhancing People April 2011 - Present
Frandsen Financial Corporation July 2010 - January 2012
Wells Fargo October 2006 - July 2010
Wells Fargo August 2005 - October 2006
Mercury Office Supply April 2004 - August 2005
Ruby Tuesday March 2003 - April 2004
Radisson Riverfront Hotel January 2000 - February 2003
Minikahda ClubFood January 1999 - January 2000
Skills
Loans, Sales, Sales Management, New Business Development, Staff Development, Marketing Strategy, Banking, Financial Analysis, Risk Management, Credit, Credit Analysis, Portfolio Management, Microsoft Excel, Analysis, Budgets, Training
Education
Saint Mary's University of Minnesota 2005 — 2009
MBA; Master's of Business Administration degree, Finance
University of Minnesota-Twin Cities 1985 — 1991
BABachelor of Arts, Political Science
St Thomas Academy 1978 — 1982
HS, College Prep
Wells Fargo April 2013 - Present
Wells Fargo February 2012 - March 2013
Wells Fargo September 2010 - February 2012
Wells Fargo January 2010 - September 2010
Wells Fargo August 2008 - January 2010
Wells Fargo Bank March 2006 - August 2008
USAID's EDC in Central Asia September 2001 - September 2004
National Bank of Uzbekistan August 1997 - June 2001
Skills
Customer Relations, Banking, Profit, Portfolio Management, Investments, Business Analysis, New Business Development, Financial Analysis, Credit, Insurance, Retail Banking, Financial Planning, Economics, Risk Management, Asset Management, Problem Solving, Sales Management, Capital Markets, Change Management, Strategic Financial..., Mergers & Acquisitions, Relationship Management, Loans, Leadership, Financial Services, Management, CRM, Credit Analysis, Commercial Lending, Customer Service
Education
Saint Mary's College of California 2008 — 2009
EMBA, Trans-Global Business
Tashkent State University of Economics 2000 — 2004
BS, Economics
State Street March 2002 - August 2011
Wells Fargo September 1999 - September 2000
Skills
Bloomberg Terminal, Ten Key
Education
Saint Mary's College of California 1997 — 2001
BS, Business Admin
Rabobank October 2014 - Present
Umpqua Bank October 2011 - October 2014
Bank of the West November 2008 - October 2010
Bank of the West 2004 - 2008
Bank of Stockton 1997 - 2004
Wells Fargo 1987 - 1997
Skills
Banking, Small Business Lending, Wealth Management, Private Banking, Wealth Management..., Credit Analysis, Risk Management, Investments, Portfolio Management, Retirement Planning, Loans, Retail Banking, Commercial Banking, Financial Analysis, Strategic Financial..., New Business Development, Consumer Lending, Mortgage Lending, Commercial Lending, Investment Advisory, Relationship Management, Series 7, Financial Services, Loan Origination, Treasury Management, Financial Planning, Securities
Education
American Bankers Association
Certified Trust and Financial Advisor
CFA Institute
Chartered Financial Analyst
Saint Mary's College of California 1986 — 1987
mba
University of San Francisco
CIGNA January 2012 - Present
Wells Fargo July 2010 - December 2011
CIGNA Behavioral Health October 2009 - July 2011
United Healthcare 2007 - 2008
MDI February 2004 - July 2007
Family Life Center June 2001 - February 2004
Skills
Behavioral Health, EAP, Case Managment, Mental Health, Counseling Psychology, Psychotherapy, Crisis Intervention, Psychology, Adults, Treatment, Leadership Development, Organizational..., Mental Health Counseling, Stress Management, Program Development, Coaching, Adolescents, Family Therapy, Healthcare, Wellness, CBT, Conflict Resolution, Anger Management, Case Management, Self-esteem
Education
Saint Mary's University of Minnesota
MA, Counseling Psychology
Wells Fargo Private Banking VicePresident/Private BankerWells Fargo Bank Private Banking2006 - Present
Wells Fargo 2000 - Present
Education
University of California, Berkeley 1997 — 1999
Certificate in Financial Planning, Financial Planning and Services
Saint Mary's College of California 1988 — 1990
Teaching Credential K-12, Elementary Education and Teaching
University of California, Davis 1971 — 1975
Political Science, Political Science and Government, Business
Wells Fargo September 1990 - Present
Santa Clara June 1989 - 1990
Los Angeles/Las Vegas June 1988 - 1990
Education
Saint Mary's College of California 1992 — 1994
MBA, Management
University of San Francisco 1980 — 1984
Bachelor of Science, Finance
Wells Fargo 2011 - Present
Independent Consulting 2009 - 2011
Barclays Global Investors 2007 - 2009
Barclays Global Investors 2000 - 2007
Education
Saint Mary's College of California 2004 — 2005
MS, Financial Analysis and Investment Management
University of California, Davis 1994 — 1999
BA, BS, Economics, Food Science
Chevron August 2010 - Present
Chevron August 2007 - August 2010
Wells Fargo January 2002 - December 2003
Skills
Financial Analysis, Financial Reporting, Forecasting, Negotiation, Multi Tasking, Management, Teamwork, Marketing Strategy, Field Marketing, Communication Skills, Cross Functional...
Education
Saint Mary's College of California 2003 — 2007
BS, Accounting/Finance
Saint Mary's College of California - Trans-Global Executive MBA
RefleXion Medical April 2015 - Present
Math for America August 2012 - March 2015
Oakland Emiliano Zapata Street Academy August 2009 - March 2015
Arubixs 2015 - 2015
Paletteur 2015 - 2015
Edna Brewer Middle School August 2012 - June 2013
LBNL June 2009 - August 2009
Wells Fargo July 2006 - August 2009
Skills
Curriculum Development, Teaching, Tutoring, Research, Classroom, Public Speaking, Higher Education, Microsoft Office, Staff Development, Lesson Planning, Curriculum Design, Educational Leadership, Educational Technology, Community Outreach, Nonprofits, Microsoft Excel, Social Media, Stata
Education
Saint Mary's College of California 2010 — 2012
Single Subject Credential, MA in Teaching, Mathematics
University of California, Berkeley 2005 — 2009
BA, Ethnic Studies
Wells Fargo March 2015 - Present
Charles Schwab October 2014 - March 2015
Wells Fargo October 2012 - October 2014
Wells Fargo February 2010 - October 2012
Regus Management Group February 2008 - October 2009
ASUCLA 2002 - 2006
Education
St. Mary's College of California 2011 — 2012
Master's, Financial Analysis & Investment Management
University of California, Los Angeles - School of Public Health 1999 — 2005
B.S, Biology
Antioch High School
OptumHealth June 2010 - Present
Wells Fargo September 2009 - June 2010
Target June 2008 - August 2008
American Medical Systems June 2007 - September 2007
Skills
Leadership, Management, Recruiting, Customer Service, Analysis, Process Improvement, Microsoft Word, Event Planning
Education
Saint Mary's University of Minnesota 2014 — 2017
Master's Degree, Counseling Psychology
University of Wisconsin-River Falls 2005 — 2009
Bachelors, Marketing Communications
Knoxville TVA Employees Credit Union October 2007 - Present
Wells Fargo March 2006 - September 2007
National Cooperative Bank October 1997 - August 2005
Skills
Banking, Loans, Credit, Risk Management, Mortgage Lending, Process Improvement, Strategic Planning, Small Business Lending, Change Management, Cooperative, Credit Unions, Commercial Banking, Loan Servicing, Consumer Lending, Mortgage Banking, Portfolio Management, Construction Loans, Project Management, Financial Institutions, Vendor Management, Loan Origination, Program Management, Back Office, Leadership, SBA, Management, Budgets, Credit Analysis
Education
Saint Mary's University 2004 — 2007
Masters, Cooperatives
University of Maryland University College 1992 — 1995
Banking Diploma, Finance, General
Wells Fargo September 2007 - July 2008
Education
Saint Mary's College of California
M.S., Financial Analysis & Investment Management
Saint Mary's College of California
B.S., Economics and Business Administration
Wells fargo January 2000 - Present
Wells Fargo Home Mortgage 1997 - 2014
Skills
Mortgage Lending, Foreclosures, Real Estate, Mortgage Banking, Sellers, FHA, Investment Properties, Loans, Refinance, First Time Home Buyers, Loan Origination, Credit, Residential Mortgages, USDA, VA loans, Real Estate Financing
Education
St. Mary's College of California 1982 — 1986
Bachelor's degree, Business Administration and Management, General
Serra High School 1979 — 1982
Wells Fargo 1999 - Present
Skills
Fraud, Bank Secrecy Act, AML, USA PATRIOT Act, Fraud Detection, Risk Management, Risk Assessment, Investigation, Surveillance, Background Checks, OFAC, Certified Fraud Examiner
Education
Saint Mary's College of California
Bachelor of Arts (BA), Management
University of Phoenix
Master of Science (M.S.), Administration of Justice and Security
Security 1 Lending March 2012 - Present
Wells Fargo Home Mortgage 2011 - 2012
Wells Fargo Home Mortgage 2008 - 2011
Wells Fargo 2007 - 2008
Wells Fargo 2004 - 2007
Wells Fargo 2003 - 2004
Wells Fargo 2000 - 2003
Wells Fargo 1999 - 2000
Wells Fargo 1998 - 1999
Wells Fargo 1996 - 1998
Skills
Reverse Mortgages, Mortgage Lending, FHA, Mortgage Banking, Refinance, FHA financing, Residential Mortgages, Loans, Home Equity Lines of..., Home Equity Loans, Credit, Construction Loans, Banking, Commercial Mortgages, Certified Mortgage..., Credit Analysis, Government Loans, Home Equity, Loan Origination, USDA, VA loans
Education
St. Mary's College of California
Bachelor of Business Administration (B.B.A.), Minor in Economics
More to Life 2012 - Present
Saint Mary's University of Minnesota 2011 - Present
Wells Fargo August 2000 - June 2011
Skills
Leadership Development, Coaching, Banking, Team Building, Program Management, Change Management, Training, Strategic Planning, Public Speaking, Staff Development, Process Improvement, Management Consulting, Leadership, Organizational..., Business Strategy, Executive Coaching, Strategy, Customer Service, Analysis, Recruiting, Healthcare, Management, Budgets, Workshop Facilitation, Business Analysis, Team Leadership, Project Management, Data Analysis, Business Planning, Business Development, Entrepreneurship
Education
Saint Mary's University of Minnesota
Masters Degree, Counseling Psychology
Wells Fargo April 2012 - Present
Wells Fargo 2007 - April 2012
Securian Financial Group 1999 - 2007
Securian Financial Group 1998 - 1999
Skills
HTML, JavaScript, OmniScript, Web Development, XML
Education
Saint Mary's University of Minnesota 1990 — 1994
St. Odilia
Totino-Grace High School
Wells Fargo
Skills
Banking, Risk Management, Relationship Management, Vendor Management, Financial Services, Portfolio Management, Business Analysis, Project Management, Program Management
Education
Saint Mary's College of California 2002 — 2003
Self-Employed September 2013 - Present
Wells Fargo September 2008 - September 2013
Skills
Credit, Loans, Banking, Mortgage Lending, Portfolio Management, Financial Analysis, Investments, Credit Analysis, Wealth Management, Risk Management
Education
Saint Mary's College of California
University of San Diego HS
Wells Fargo 2006 - Present
Wells Fargo Home Mortgage 2003 - 2006
Skills
Risk, Operational Risk, Banking, Operations Management, Operational Risk..., Basel II, Enterprise Risk..., Credit, Leadership, Financial Risk, Change Management, Business Process..., Credit Risk, Process Improvement, Credit Analysis
Education
Saint Mary's University of Minnesota
BS, Business
Traffic Control Pros July 2015 - Present
Bankers Life and Casualty Company May 2013 - March 2015
Wells Fargo September 2008 - February 2013
Harley-Davidson Motor Company March 2002 - January 2008
Skills
Fixed Annuities, Series 7, Mutual Funds, Retirement, Retirement Planning, Series 63, Term Life Insurance
Education
St. Mary's College of California
Bank of America September 2013 - Present
OneWest Bank December 2011 - April 2013
Bank of America January 2009 - December 2011
Wells Fargo 2000 - 2001
Skills
Sales, Business Development, Building Relationships, C-Level Sales, C-Level Relationships, Financial Services, Referral Network, Business Networking, Small Business Lending, Commercial Banking, Commercial Lending, Customer Service, Credit Analysis
Education
Saint Mary's College of California 1988 — 1992
Bachelor of Business Administration (BBA), Business/Managerial Economics
St. Mary's College of California 1988 — 1992
Bachelor of Arts (BA), Business Administration and Management, General
Kaiser Permanente Business Systems Analyst IVUnion BankJune 2012 - October 2013
Wells Fargo September 2000 - October 2011
Safeway January 1996 - June 2000
Skills
Banking, Business Analysis, Business Requirements, Requirements Gathering, Requirements Analysis, Vendor Management, SharePoint, Risk Management, Portfolio Management, Financial Reporting, Loans, Credit, Business Process..., Loan Servicing, Business Objects, Account Reconciliation, User Acceptance Testing, Auditing, Financial Analysis, Process Improvement
Education
Saint Mary's College of California 2014 — 2016
Master of Business Administration (M.B.A.)
San Francisco State University
Bachelor of Science (B.S.), Accounting
Wells Fargo April 2011 - October 2011
Education
St. Mary's College of California 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Wirtz Beverage Minnesota February 2011 - Present
Wells Fargo 2009 - November 2011
Wirtz Beverage Minnesota November 2009 - 2011
Education
Saint Mary's University of Minnesota 2001 — 2005
Bachelor of Arts (BA), Business Management with Emphasis in Human Resources
Saint Thomas Academy