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 Bank October 2014 - Present
Wells Fargo October 2014 - Present
MATRIX Resources June 2013 - October 2014
N/A September 2012 - June 2013
ADVANTIS Global Services March 2011 - September 2012
sabbatical for family & home March 2009 - March 2011
AT&T, INC March 2007 - March 2009
AT&T, inc October 1994 - March 2007
Skills
Professional, Leadership, Information systems, Revenue, Applications, J-SOX, Full SDLC, Process, Analysis, Solutions, Design, Development, Testing, Software Quality..., SQL, DB2, MS Office Suite, COBOL, VSAM, Requirements Analysis, Oracle, Business Analysis, Software Development, Information Systems, Process Improvement, Databases, Microsoft SQL Server, Visio, Software Documentation, JCL, Management, Telecommunications, Requirements Gathering, Systems Analysis, Performance Tuning, Microsoft Office, Business Process, Business Process..., SDLC, Business Intelligence, Integration
Education
The University of Texas at Austin 1979 — 1982
B.A, Business Analysis, Organizational Development, Science
Computer Learning Center
Certificate, Computer Programming
Wells Fargo March 2015 - Present
Wells Fargo August 2013 - March 2015
Wells Fargo December 2012 - August 2013
Wells Fargo August 2009 - December 2012
Skills
Credit, Banking, Retail Banking, Commercial Banking, Consumer Lending, Credit Analysis, Loans, Commercial Lending, Loan Origination, Financial Services, Relationship Management, Cash Management, Cross Selling, Lines Of Credit
Education
Alief Hastings High School
High School Diploma
The University of Texas at Austin
Bachelor of Arts (B.A.), Spanish Language and Literature
Dell Inc. August 2013 - Present
Snap Kitchen February 2013 - May 2013
National Instruments May 2012 - August 2012
Wells Fargo May 2011 - August 2011
Texas Senate May 2010 - August 2010
Texas Senate January 2010 - May 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Financial Analysis, Outlook, Research, Public Speaking, Financial Modeling, Strategic Planning, Data Analysis, English, Accounting
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Crowe Horwath LLP August 2014 - Present
Crowe Horwath LLP September 2012 - July 2014
General Electric (GE) June 2011 - August 2011
Wells Fargo June 2010 - August 2010
Skills
Valuation, Microsoft Word, Risk Assessment, Internal Controls, Finance, Financial Analysis, Microsoft Office, Microsoft Excel, Account Reconciliation, Social Media
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Business Administration (BBA), Corporate Finance
Wells Fargo July 2014 - Present
Tulane University Burkenroad Reports January 2014 - May 2014
Town Lake Capital Management September 2012 - May 2013
Education
Tulane University - A.B. Freeman School of Business 2013 — 2014
Master's Degree, Energy Management
The University of Texas at Austin 2009 — 2013
Bachelor's Degree, Economics
Patriot Bank November 2014 - Present
Capital One April 2013 - October 2014
Patriot Bank June 2011 - April 2013
Wells Fargo May 2009 - June 2011
Capital One May 2004 - May 2009
Coastal Banc November 1995 - May 2004
Skills
Commercial Lending, Underwriting, Commercial Banking, Credit Analysis, Loans, Credit, Credit Risk, Banking, Small Business Lending, Portfolio Management, Financial Risk, Mortgage Lending, Loan Origination, Risk Management, Lines Of Credit, Financial Analysis, Refinance, Construction Loans, Mortgage Banking, Cash Management
Education
The University of Texas at Austin
Bachelors Business Administration, Accounting
Golfsmith September 2009 - Present
Wells Fargo June 2006 - January 2009
University of Texas at Austin February 2006 - May 2006
Skills
Internal Communications, Social Media, Desktop Publishing, Online Publishing, Writing, Editing, Corporate Communications, Adobe Creative Suite, Retail, Journalism, Multimedia, Web Content, Public Relations, Creative Writing
Education
The University of Texas at Austin 2002 — 2006
Bachelor of Journalism, Multimedia Journalism
Wells Fargo June 2006 - Present
Wells Fargo October 2004 - June 2006
Wells Fargo May 2003 - October 2004
Skills
Loans, Credit, Commercial Lending, Banking, Small Business Lending, Relationship Management, Credit Analysis, Treasury Management
Education
The University of Texas at Austin 1999 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance
OneWest Bank April 2012 - Present
Wells Fargo November 2009 - April 2012
KPMG August 2007 - November 2009
Education
The University of Texas at Austin
Back 40 Belt Company June 2014 - Present
Cushman & Wakefield Oxford Commercial July 2014 - August 2014
Wells Fargo June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Leadership, Customer Service, Research, Social Media, Financial Analysis, Data Analysis, Social Networking, Healthy Lifestyle
Education
The University of Texas at Austin 2011 — 2016
Bachelor's degree, Plan II Honors and Business Marketing, Senior
Strake Jesuit College Prep. 2008 — 2012
Irish International February 2015 - Present
Wells Fargo 2014 - December 2014
Clever Maven June 2013 - December 2013
Zimride March 2013 - March 2013
First State Home Loans May 2008 - August 2008
Boys and Girls Clubs of America May 2008 - August 2008
Killeen Pediatric Care Clinic April 2005 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership, Public Relations
Education
The University of Texas at Austin 2009 — 2014
Bachelor's Degree, Advertising
Wells Fargo June 2012 - July 2013
In-Store Advantage Solutions January 2012 - April 2012
Mobile Media 7 March 2010 - March 2010
Jamba Juice May 2009 - December 2009
Skills
Advertising, Marketing, Social Media Marketing, Marketing Strategy, Marketing Communications, Direct Marketing, Integrated Marketing, Sales, Account Management, Media Planning, Email Marketing, Social Media
Education
The University of Texas at Austin 2007 — 2011
Bachelor of Arts (BA), European Studies/Civilization
Bellaire High School 2004 — 2007
GED
Kohl's Department Stores August 2012 - Present
Kohl's Department Stores August 2012 - January 2015
Wells Fargo May 2011 - July 2012
Afni February 2010 - April 2011
West Corporation December 2007 - February 2010
Skills
Good communication..., Data Entry, Time Management, Customer Satisfaction, Customer Service, Retail, Call Centers, Leadership, Management, Sales, Hiring, Team Leadership, Recruiting, Training, Quality Assurance, Operations Management, Interviews, Team Building, Employee Relations, Process Improvement, Employee Training, Start-ups, Coaching, Project Management, Teamwork, Program Management, Customer Experience, Workforce Management, Customer Retention, Inventory Management, Budgets, Performance Management, Human Resources
Education
The University of Texas at Austin 1979 — 1983
Communications, Business, Management, Marketing, and Related Support Services, 2.85
University of Texas - Pan American
Bachelor of Science (B.S.), Communication, General
Wells Fargo June 2015 - Present
The Greening Law Firm July 2013 - June 2015
Private Practice November 2012 - July 2013
Branscomb PC January 2012 - November 2012
B.R. Allen & Associates August 2011 - January 2012
The Honorable Hayden Head, U.S. District Judge May 2010 - August 2010
Skills
Oil/Gas, Title Opinions, Legal Research, Legal Writing, Westlaw, Legal Issues, Estate Planning, Courts, Civil Litigation, Criminal Law, Trials, Arbitration
Education
The University of Texas School of Law, Austin, TX 2008 — 2011
JD
The University of Texas at Austin 2004 — 2008
BA, History
Banc Home Loans, A Division of Banc of California November 2014 - Present
Wells Fargo August 2012 - November 2014
Independent June 2009 - August 2012
GREEN YOUTH MOVEMENT 2007 - 2012
GREEN YOUTH MOVEMENT 2007 - 2012
GREEN YOUTH MOVEMENT 2007 - 2012
Skills
Mortgage Banking, Mortgage Lending, Loans, Credit, Commercial Lending, Real Estate Economics, Underwriting, Finance, Commercial Real Estate, Portfolio Management
Education
The University of Texas at Austin
Political Science
Wells Fargo Bank 2002 - Present
Hanover Compressor February 2001 - June 2002
Azurix Corp August 1999 - January 2001
Wells Fargo January 1992 - August 1999
EDS Group 1989 - 1991
Skills
Treasury Management, Commercial Lending, Cash Management, Commercial Banking, Treasury Services, Small Business Lending, Banking, Cross Selling, Credit Analysis, Payments, Portfolio Management, Merchant Services, Credit, Relationship Management, Financial Services, Loans
Education
The University of Texas at Austin 1985 — 1988
Bachelor's Degree, Finance and International Business
EMC April 2015 - Present
EMC September 2013 - March 2015
Regions Financial Corporation November 2010 - September 2013
Regions Financial Corporation September 2008 - November 2010
Wells Fargo June 2007 - September 2008
Skills
Loans, Consumer Lending, Project Coordination, Credit, Wealth, Banking, Sales Operations, Customer Satisfaction, Wealth Management..., Lines Of Credit
Education
The University of Texas at Austin 2003 — 2010
Bachelor of Arts (BA)
Q2ebanking 2008 - Present
NPM (an NPR company) 2007 - 2008
JPMorgan Chase 2005 - 2007
Wells Fargo September 2002 - August 2005
Skills
SaaS, Marketing Strategy, Sales Operations, Banking, Relationship Management, New Business Development, Account Management, CRM, Product Management, Project Management, Vendor Management, Business Analysis, Direct Sales, Sales Management, Strategic Partnerships, Process Improvement, Business Development, Retail Banking, Sales, Start-ups
Education
The University of Texas at Austin
BS Organizational Communication & Business Foundations
The University of Texas at Austin - Red McCombs School of Business
Business Foundations
Wells Fargo 1988 - Present
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Due Diligence, Investments, Private Equity, Corporate Finance, Strategy, Portfolio Management, Leveraged Finance, Secondary Market, Joint Ventures
Education
The University of Texas at Austin 1986 — 1987
MBA
University of Missouri-Columbia 1981 — 1985
Finance
Jefferson State Bank March 2015 - Present
Wells Fargo March 1989 - February 2015
Skills
Commercial Banking, Banking, Loans, Accounting, Credit, Commercial Lending, Credit Analysis, Small Business Lending, Consumer Lending, Credit Risk, Lines Of Credit, Loan Origination, Mortgage Lending, Commercial Mortgages
Education
The University of Texas at Austin 1981 — 1985
Business, Finannce
Admiral Title, LLC January 2012 - Present
Wells Fargo May 1988 - October 2011
Texas Commerce Bank July 1982 - May 1988
Skills
New Business Development, Small Business, Team Building, Negotiation, Marketing, Land Title Insurance, Financial Analysis, Mergers & Acquisitions, Commercial Banking, Banking, Management, Portfolio Management, Finance, Credit, Investments, Real Estate, Real Estate Transactions, Mortgage Lending
Education
The University of Texas at Austin 1977 — 1982
Master of Business Administration (MBA), Finance, General
Wells Fargo August 2013 - August 2014
Panda Restaurant Group May 2013 - July 2013
The University of Texas at Austin October 2011 - May 2013
Skills
PowerPoint, Microsoft Excel, Quantitative, Analytical Skills, MS Excel Pivot Tables, Strategic Sourcing, Logistics, Procurement, Public Speaking, Management, Customer Service, Time Management, Event Planning, Spanish, Teamwork, Social Media, Microsoft Word, Microsoft Office, Research, Sales, Social Networking, Leadership
Education
The University of Texas at Austin 2011 — 2015
Bachelor’s Degree, Logistics, Materials, and Supply Chain Management
A+ Federal Credit Union May 2013 - Present
Capital One October 2009 - April 2013
Wells Fargo August 1990 - October 2009
Skills
Consumer Lending, Mortgage Lending, Loans, Small Business Lending, Credit, Customer Service, Retail Sales Experience, Management, Project Management, Coaching, Finance, Sales, Customer Satisfaction, Cross Selling, Financial Services, Banking
Education
The University of Texas at Austin
BA Coursework, Communications
Wells Fargo August 2013 - Present
Longhorn Steakhouse December 2011 - Present
Target October 2010 - March 2011
Darden Restaurants June 2008 - January 2011
Skills
People-oriented, People Skills, Fast Learner, Teaching, Leadership, Work Well Independently, Works well with people, Work well without..., Bilingual, Multi Tasking
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Arts (B.A.), Economics
Wells Fargo January 2014 - Present
Sage Consulting January 2013 - January 2014
AAA Life Insurance Company January 2012 - January 2013
Banco Santander January 2010 - January 2012
HSBC January 2009 - January 2010
Wells Fargo January 2007 - January 2009
McGraw Hill Financial January 2003 - January 2007
Skills
Analytics, SAS, Statistics, Direct Marketing, Segmentation, Strategy, Competitive Analysis, Cross-functional Team..., Market Research, Analysis, Forecasting, Financial Modeling, Data Mining, Predictive Modeling, Marketing, Strategic Planning, Training, Multi-channel Marketing, Team Building, Econometrics, Time Series Analysis
Education
The University of Texas at Austin 2000 — 2002
Master's degree, Statistics
Wells Fargo June 2014 - Present
Wells Fargo February 2013 - June 2014
Bank of America February 2012 - January 2013
Arvest Bank January 2011 - August 2011
Reasors Grocery Store June 2009 - August 2011
Reasors Grocery Store June 2009 - August 2011
Skills
CRM, Customer Service, Risk Management, PowerPoint, Microsoft Excel, Microsoft Word, Internal Audit, Data Entry, Transaction Processing
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (B.B.A.), Investments and Securities
Wells Fargo Bank January 2001 - Present
Wells Fargo January 2003 - January 2009
Wells Fargo/First National Bank of Amarillo July 2001 - July 2003
Wells Fargo/First National Bank of Amarillo January 2001 - July 2001
Skills
Sales experience, Leadership, Portfolio Management, Negotiation, Accounting, Financial Analysis, Communication, Underwriting, Mentoring, Coaching
Education
The University of Texas at Austin 1995 — 1998
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo June 2013 - Present
WestStar Bank February 2013 - May 2013
Merrill Lynch August 2011 - January 2013
Smith, Salley & Associates, LLC July 2007 - April 2008
US Trust April 2002 - November 2005
Bank of America March 1995 - December 2001
Wachovia June 1986 - March 1995
Skills
Investments, Hedge Funds, Alternative Investments, Fixed Income, Asset Allocation, Bloomberg, Equity Research, Investment Strategies, Investment Management, Portfolio Management, Building Relationships, Mutual Funds, Retirement Planning, Estate Planning, Certified Financial..., Personal Financial..., Leadership, Investment Advisory
Education
Vanderbilt University - Owen Graduate School of Management 1984 — 1986
Master of Business Administration (M.B.A.), Accounting and Finance
The University of Texas at Austin 1979 — 1982
Bachelor of Business Administration (BBA), Finance, General
24 Hour Fitness February 2013 - Present
Gold's Gym September 2012 - Present
Wells Fargo August 2006 - Present
Fiba Retail - Marks & Spencer / GAP / Banana Republic March 2003 - August 2006
Sea World inc. February 2001 - September 2002
Skills
Leadership, Sales, Customer Service, Coaching, Credit, Loans, Banking, Financial Analysis, Loan Origination, Consumer Lending, Mortgage Lending, Small Business Lending, Lines Of Credit, Retail Banking, Mortgage Banking, Financial Modeling, Investments, Refinance, Finance, Outside Sales, Training, SQL, Fitness, Fast-paced, Commercial Banking
Education
The University of Texas at Austin 2004 — 2007
Bachelor of Arts (B.A.), Economics
Wells Fargo 2010 - 2012
Fonville Morisey Realty 2007 - 2010
Skills
Real Estate, Sales,Sales Management, Mortgage Banking, Residential Mortgages, Residential Homes, Sales, New Home Sales, Loans, Investment Properties, Customer Service
Education
The University of Texas at Austin
Wells Fargo September 2010 - Present
Wells Fargo April 2006 - August 2010
OCTAGON INC 2003 - 2004
Spurs Sports & Entertainment 2002 - 2003
Skills
Financial Analysis, Sales, Mutual Funds, Wealth Management, Risk Management, Securities, Banking, Relationship Management, Series 7, Customer Service, Credit, Analysis, Investments, Management, Retirement Planning, Public Relations
Education
The University of Texas at Austin 1996 — 2000
B.S., Kinesiology
Velocity Electronics February 2014 - Present
blingberry, LLC July 2012 - May 2014
Moolala.com August 2011 - May 2012
Spartan Learning Academy January 2009 - December 2011
Wells Fargo August 2006 - February 2008
Skills
Social Media, E-commerce, Salesforce.com, Social Media Marketing, Start-ups, Advertising, New Business Development, Entrepreneurship, Internet Entrepreneur, Online Retail, B2B, Sales, Lead Generation, Marketing, Marketing Strategy, Facebook
Education
The University of Texas at Austin 2004 — 2008
B.S., Communication
National MS Society August 2014 - Present
Schwartz Consulting December 2008 - August 2014
The Denver Athletic Club October 2011 - August 2013
Metropolitan State College of Denver 2008 - 2011
Susan G. Komen for the Cure June 2007 - August 2008
Wells Fargo 2000 - 2007
Denver Museum of Nature & Science 1999 - 2000
Skills
Public Relations, Marketing
Education
University of Denver 1994 — 1998
MA
The University of Texas at Austin 1987 — 1990
BA/BFA
United Airlines August 2013 - Present
ARGUS Software January 2013 - Present
Hinojosa Financial Solutions January 2013 - Present
Bank of New York Mellon 2011 - 2011
Mach 5 Couriers 2008 - 2009
INT Technologies 2008 - 2009
Wells Fargo 1999 - 2001
JPMorgan Chase 1986 - 1998
Skills
Microsoft Office, Payments, Financial Analysis, Project Management, Strategic Planning, Visio, Microsoft Excel, SharePoint, Change Management, Banking, Offshoring, Operations Management, Software Documentation, Business Analysis, Management Consulting, Quality Assurance, Business Intelligence, Vendor Management, Process Improvement, Business Process..., Team Leadership, Accounting, Management, Analysis, Risk Management, Business Requirements, Strategy, PMO, SDLC, Requirements Gathering
Education
The University of Texas at Austin
Wells Fargo 2008 - Present
Wells Fargo 2003 - 2007
Skills
Banking, Social Media Marketing, Wealth Management, Sales, Sales Management, Retail Banking, Customer Service, Strategic Planning, Mortgage Lending, Financial Services, Loans, Consumer Lending, Series 7, Credit, Relationship Management, Management, Risk Management, Leadership, Commercial Lending, Small Business Lending
Education
The University of Texas at Austin 1997 — 2001
BBA, Accounting
RE/MAX Professionals November 2007 - April 2014
MEL Communications, Inc. 2001 - 2009
Southwest Bank of Texas June 2000 - April 2001
Wells Fargo July 1995 - June 2000
Education
The University of Texas at Austin 1985 — 1989
BA
Wells Fargo July 2014 - Present
Shell Trading September 2013 - June 2014
CenturyLink February 2012 - September 2013
JP Morgan Chase January 2011 - February 2012
Qwest Communications May 2010 - January 2011
Shell Trading April 2008 - April 2010
Dell, Inc. August 2000 - October 2007
TXU 2000 - 2000
USAA 1998 - 1999
Texas Instruments 1998 - 1998
Skills
Smalltalk, Software Development, OOP, Application Development, Team Leadership, Software Project..., SDLC, Business Analysis, Problem Solving, XML, Agile, SQL, Requirements Analysis, Process Development, UML, Agile Methodologies, Testing
Education
The University of Texas at Austin 1989 — 1990
MS
The University of Texas at Austin 1986 — 1988
BS
Wells Fargo Securities June 2008 - Present
Wells Fargo January 2006 - June 2008
Wells Fargo January 2004 - June 2005
Skills
Derivatives, Capital Markets, Fixed Income, Sales, Credit, Credit Risk, Interest Rate..., Interest Rate Swaps, Interest Rate Risk..., Interest Rate Hedging, Commercial Lending
Education
The University of Texas at Austin 2000 — 2003
Bachelor of Business Administration (BBA), Finance
DSW March 2015 - Present
Clearpath Federal Credit Union January 2014 - July 2014
David's Bridal January 2014 - July 2014
Independent Firm August 2013 - November 2013
Wells Fargo July 2009 - August 2013
Skills
Administrative..., Banking, Consumer Lending, Credit, Customer Service, Finance, Leadership, Loans, Office Management, Microsoft Office, Event Planning, Retail Banking, Sales, Social Networking
Education
The University of Texas at Austin
Communication Studies, Human Relations, Communication Studies, Human Relations
Wells Fargo August 2013 - Present
9W Search, Inc. June 2012 - August 2012
Skills
Access, Data Analysis, Microsoft Office, Microsoft Excel, Project Management, Microsoft Word, Visio, Business Analysis, Visual Basic, PowerPoint, SharePoint, Event Planning
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Business Administration (BBA), Management Information Systems, General
Gap Inc./Gap July 2014 - Present
Charlotte Russe April 2011 - June 2014
Gap Inc. May 2008 - April 2011
Wells Fargo June 2006 - August 2007
Continental Airlines July 2001 - April 2002
Macromedia 2001 - 2002
Atos KPMG Consulting 2001 - 2002
Arthur Andersen LLP 1998 - 2001
Marriott International 1994 - 1996
Skills
Finance, Tax, Forecasting, Financial Analysis, Financial Modeling, Financial Reporting, Essbase, Retail, P&L, Microsoft Excel, Budgets, Sarbanes-Oxley Act, Income Statement, Strategic Financial..., Leadership, Financial Planning
Education
The University of Texas at Austin 1993 — 2007
BBA, Finance
Glenwood Elementary School
Glenwood Elementary School
Glenwood Elementary School
Glenwood Elementary School
CTBC Bank September 2011 - Present
Morgan Stanley Smith Barney August 2010 - September 2011
United Commercial Bank June 2009 - November 2009
Wells Fargo October 1995 - May 2009
Skills
Banking, Credit, Loans, Wealth Management, Small Business Lending, Retail Banking, Underwriting, Commercial Banking, Financial Services, Consumer Lending, Commercial Lending, Private Banking, Management, Treasury Management, Finance, Relationship Management, Leadership, Credit Analysis, Investments, Lines Of Credit, Portfolio Management
Education
The University of Texas at Austin 1991 — 1995
Bachelor, Economics
Wells Fargo July 2015 - Present
Wells Fargo March 2015 - July 2015
Wells Fargo October 2014 - March 2015
Wells Fargo January 2013 - October 2014
Skills
Java, C++, Microsoft Office, Programming, Windows, Python, Data Analysis, Banking, Social Media, Teamwork, Spanish, Leadership
Education
The University of Texas at Austin 2009 — 2014
Bachelor's degree, Mathematics
Bank of America April 2012 - Present
Wells Fargo October 2010 - April 2012
Wells Fargo Advisors May 2009 - October 2010
Bank of America October 2006 - March 2009
Bank of America October 2005 - October 2006
Skills
High Net Worth..., Purchase, First Time Home Buyers, Refinance, Estate Planning, Investment Properties, FHA, FHA financing, Loans, Banking, Investments, Financial Advisory, Financial Services, Mortgage Lending, Residential Mortgages
Education
The University of Texas at Austin 1999 — 2002
BA, Psychology
EOG Resources August 2015 - Present
EOG Resources September 2013 - Present
Stout Risius Ross Inc. (formerly HFBE) April 2012 - July 2013
Dimensional Fund Advisors June 2009 - April 2012
Morgan Stanley June 2008 - August 2008
Wells Fargo June 2006 - August 2006
H-E-B June 2005 - August 2005
Skills
Bloomberg, Forecasting, Due Diligence, Financial Modeling, Equities, Financial Markets, Corporate Finance, Financial Analysis, Asset Allocation, Portfolio Management, Valuation, Investments, Mergers & Acquisitions, Financial Reporting, Business Valuation
Education
The University of Texas at Austin 2005 — 2009
BBA, Finance
WU (Vienna University of Economics and Business) 2008 — 2008
Study Abroad
Acceptance Insurance July 2012 - Present
Wells Fargo February 2012 - July 2012
Check 'n Go June 2011 - November 2011
Bankers Life and Casualty November 2010 - May 2011
Game Crazy November 2004 - March 2010
The Filling Station Restaurant & Bar October 2002 - October 2004
Big Bertha's Bargain Basement 2000 - 2002
Gingiss Formalwear 1999 - 2000
Skills
Multi-unit, Store Management, Visual Merchandising, Retail, Sales, Retail Sales, Loss Prevention, Profit, P&L, Inventory Management, Customer Satisfaction, Merchandising, Customer Service, Inventory Control, Team Building, Licensed Life & Health..., Licensed Property &..., Public Relations
Education
The University of Texas at Austin 2000 — 2010
BA, English, Business
TX Department of Insurance
General Lines Agent #1661790, Property & Casualty, Life, Accident, Health and HMO
Long Term Realty June 2007 - Present
Roots of Peace January 2014 - May 2014
Wells Fargo May 2006 - May 2013
Skills
Portfolio Management, Investments, Finance, Financial Modeling, Loans, Financial Analysis, Real Estate, Financial Reporting, Valuation, Strategic Planning
Education
UC Berkeley Haas School of Business 2011 — 2014
MBA
The University of Texas at Austin 2002 — 2006
BA, Finance
The Federal Savings Bank June 2014 - Present
One West Bank December 2009 - May 2014
Wells Fargo June 2008 - November 2009
Skills
Mortgage Lending, FHA, Loan Origination, Mortgage Banking, Loans, Credit, Residential Mortgages, VA loans, Mortgage Underwriting, Credit Analysis, Loss Mitigation, Mortgage Servicing, Underwriting, Consumer Lending, Loan Servicing, Default
Education
The University of Texas at Austin 2004 — 2008
Bachelor of Business Administration (B.B.A.), Marketing
WELLS FARGO ADVISORS, LLC April 2013 - Present
Wells Fargo Bank November 2010 - April 2013
Wells Fargo Bank August 2009 - November 2010
Wells Fargo May 2008 - July 2009
Education
The University of Texas at Austin 1999 — 2003
BA, Economics, Government
BBVA Compass December 2013 - Present
Wells Fargo May 2013 - November 2013
Principal Financial Group 1992 - 1999
Education
The University of Texas at Austin 1988 — 1992
Bachelor of Liberal Arts, Economics
Greater Austin Asian Chamber of Commerce January 2015 - Present
Regions Financial Corporation September 2012 - Present
JPMorgan Chase January 2008 - October 2012
Guaranty Bank August 2007 - December 2008
Wells Fargo January 2000 - August 2007
Skills
Loans, Loan Origination, Small Business Lending, Commercial Lending, Management, Banking, Mortgage Lending, Credit, Consumer Lending, Credit Analysis, Commercial Banking, Cross Selling, Lines Of Credit, Mortgage Banking, Retail Banking, Small Business, Branch Management, Commercial Mortgages, Treasury Management, Refinance, Cash Management, Construction Loans, Relationship Management, Merchant Services, SBA, Deposits, Residential Mortgages
Education
The University of Texas at Austin 1997 — 2002
Bachelor of Arts (BA), Sociology
Bank of America Merrill Lynch June 2015 - Present
Bank of America Merrill Lynch June 2015 - Present
US Bank Commercial Banking August 2010 - June 2015
Wells Fargo March 2005 - August 2010
TCG Capital Advisors 2001 - 2005
EKS&H 2000 - 2001
US Bank / Colorado National Bank 1996 - 2000
PACE Communications 1992 - 1994
EY 1990 - 1992
GE Capital 1980 - 1990
Skills
Financial Analysis, Banking, Loans, Credit, Credit Analysis, Commercial Lending, Commercial Banking, Finance, Mergers & Acquisitions, Portfolio Management, Small Business Lending, Financial Modeling, Corporate Finance
Education
The University of Texas at Austin 1974 — 1977
BBA, Finance, General
Roomlia January 2015 - Present
LivingSocial September 2014 - November 2014
Booking.com January 2013 - September 2014
Booking.com January 2011 - January 2013
Wells Fargo December 2007 - July 2010
Wells Fargo April 2006 - November 2007
Skills
Marketing, Sales, Business Development, Leadership, Financial Services, Investments, Customer Service, Credit Analysis, Relationship Management, Account Management, Social Media Marketing, Social Media, Marketing Strategy, Competitive Analysis, Strategic Planning, Financial Analysis, Microsoft Office, Microsoft Excel, Sales Management, Cold Calling, Budgets, Management, Forecasting
Education
The University of Texas at Austin 2002 — 2005
BS, Public Relations
Clements High School 1998 — 2002
Wells Fargo September 2015 - Present
Wells Fargo June 2015 - Present
SmartDeal June 2014 - June 2015
idealAsset May 2014 - May 2015
UMeTime Corp June 2013 - September 2013
Kumon November 2010 - March 2011
Skills
Leadership, Public Speaking, Entrepreneurship, Microsoft Office, Microsoft Excel, Marketing, Social Networking, Facebook, Data Analytics, Social Media, PowerPoint, Microsoft Word, Customer Service, Photoshop, Sales, Photography, Teaching, Event Planning, Teamwork, Time Management, Social Media Marketing, Data Analysis, Fundraising, Windows, Critical Thinking, Event Management, Team Leadership, Market Research, Start-ups, Strategy, Analysis, Business Development, Research, Financial Analysis
Education
The University of Texas at Austin 2012 — 2016
BBA Finance (Investment Management), Banking, Corporate, Finance
Mitratech February 2012 - Present
TechBA November 2011 - February 2012
Cloudmasons (acquired by SailPoint, January 2012) September 2010 - January 2012
Capitol Sound and Design October 2008 - November 2010
Wells Fargo December 2006 - March 2009
Skills
New Business Development, Salesforce.com, Business Strategy, Market Validation, Customer Development, Product Strategy, Market Research, Product Management, Start-ups, Business Development, CRM, Market Pricing, Sales Process, Direct Sales, Strategy, Business Planning, Marketing Strategy, Marketing, Sales, Enterprise Software, Management, Forecasting, Sales Presentations
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2011
MS, Technology Commercialization, 3.9
The University of Texas at Austin 2000 — 2004
BA, Economics
Wells Fargo October 2011 - Present
Skills
Consumer Lending, Loans, Small Business Lending, Social Networking, Social Media, Microsoft Office
Education
The University of Texas at Austin 2006 — 2011
Kinesiology, Health Promotion & Fitness
The University of Texas at Austin 2006 — 2011
Bachelor of Science (BS), Kinesiology and Exercise Science
Intel Corporation June 2015 - Present
The University of Texas at Austin September 2012 - May 2015
Wells Fargo June 2014 - August 2014
El Paso County Auditor June 2013 - August 2013
El Paso County Sheriff's Office June 2011 - August 2011
Skills
Research, Data Analysis, Higher Education, Statistics, Spanish, Critical Thinking, Economics, Editing, Customer Service, Teamwork
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
Americas High School 2007 — 2011
Keller Williams Realty, Inc. 2015 - Present
Charles Schwab 2014 - 2014
Google 2013 - 2013
Wells Fargo 2011 - 2013
Skills
College Recruiting, Resume Writing, Interviews, Screening, Temporary Staffing, Training, SDLC, Permanent Placement, Performance Management, Process Improvement, Payroll, HRIS, Customer Service, Building Relationships, Applicant Tracking..., Vendor Management, Team Building, Account Management, Leadership Development
Education
The University of Texas at Austin
Bachelor of Science (B.S.), Education
Intrepid Equity Investments September 2015 - Present
Wells Fargo June 2015 - August 2015
AFAM Capital, Inc. October 2014 - December 2014
L2 Inc. May 2014 - August 2014
Green Street Advisors June 2010 - August 2010
Skills
Leadership, Financial Analysis, Financial Modeling, Underwriting, Financial Research, Real Estate, Commercial Real Estate, Real Estate Financing, Banking
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Frost Bank April 2014 - Present
Wells Fargo August 2004 - April 2014
Wells Fargo August 2004 - August 2006
Skills
Budgets, Loans, Credit, Banking, Wealth Management, Investments, Series 7, Retirement Planning, Strategic Financial..., High Net Worth..., Financial Services, Financial Advisory, Series 63, Risk Management, Finance, Asset Allocation, Asset Management
Education
University of Kansas - Graduate School of Business 2002 — 2003
MBA, Business Administration
The University of Texas at Austin 1995 — 1999
Bachelor of Arts (B.A.), Psychology, 3.8
Sears Holdings Corporation February 2015 - Present
Insperity November 2012 - February 2015
Insperity March 2012 - November 2012
Wells Fargo August 2007 - April 2011
Wells Fargo Bank January 2003 - August 2007
Skills
Business Relationship..., Outstanding Customer..., Commercial Banking, Risk Management, New Business Development, Customer Relations, Strategic Planning, Excel, Portfolio Management, Small Business, Customer Service, Recruiting, Applicant Tracking..., Client Intake, Sourcing, Boolean Searching, Relationship Management, Consulting, Competitive Analysis, Personality Assessment, Job Search Strategies, Search Analysis, Passive Candidate..., Social Media Outreach, Online Research, LinkedIn Recruiter, Microsoft Excel, Sales, Internet Recruiting, Management, Networking, Technical Recruiting, Interviews, Employee Benefits, Human Resources, Account Management, Performance Management, Building Relationships, Business Development, Staffing Services, Outsourcing, College Recruiting, Talent Acquisition, Executive Search, Permanent Placement, Screening Resumes, Contract Recruitment, CRM, Finance, Phone Sourcing
Education
The University of Texas at Austin 1999 — 2002
BA, ECONOMICS
University of Denver 1998 — 1999
Business
Trend Micro August 2015 - Present
Trend Micro December 2013 - August 2015
Purity Air HVAC March 2014 - June 2015
Wells Fargo May 2012 - December 2013
KLRU-TV August 2010 - May 2011
Skills
Sales, Management, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Siebel, Social Media, Financial Analysis, PowerPoint, Marketo, SalesForce, Salesforce.com, Lead Generation, Leadership, Marketing, Strategy
Education
The University of Texas at Austin 2009 — 2012
Bachelor's degree, Psychology
LD Bell High School
Wells Fargo September 2005 - Present
BBVA Compass March 2005 - August 2005
Bank of America May 1985 - October 2004
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Access, Administrative..., Outlook, Office Management, Banking, Office Administration
Education
The University of Texas at Austin
Bachelor of Science (B.S.), Speech
AllStates Consulting Services November 2014 - Present
NES Global Talent August 2013 - August 2014
Wells Fargo June 2012 - August 2013
CarMax June 2008 - October 2011
Skills
Sales, Customer Satisfaction, Banking, Promotions, Recruiting, Customer Service
Education
The University of Texas at Austin 2004 — 2009
Bachelor of Science (BS), Political Science and Government
Diagnostic Medical Sonography August 2013 - Present
Sisters C Heart Happy Designs, LLC July 2011 - Present
Groupon March 2012 - September 2012
Wells Fargo May 2008 - June 2011
State Farm Insurance August 2006 - May 2008
Invesco Aim November 1998 - August 2006
Skills
Salesforce.com, Sales, Investments, Account Management, Social Media, Marketing, Lead Generation, Sales Management, New Business Development, Social Media Marketing, Strategy, Leadership, Cold Calling
Education
The University of Texas at Austin 1993 — 1997
BS, Kinesiology
ABTech Community College
Associate of Arts and Sciences (A.A.S.), Diagnostic Medical Sonography/Sonographer and Ultrasound Technician
Center for Public Policy Priorities July 2010 - Present
LifeSpring Hospitals Private Ltd. June 2009 - August 2009
Goodwill Industries of Greater Detroit January 2009 - February 2009
The Wells Fargo HSBC Trade Bank January 2006 - August 2008
Wells Fargo March 2007 - August 2007
Skills
Policy Analysis, Financial Analysis, Program Evaluation, Community Outreach, Strategy, Finance, Grant Writing, Grants, Management, Marketing, Marketing Strategy, Nonprofits, Policy, Portfolio Management, Program Management, Spanish, Training
Education
University of Michigan 2008 — 2010
Master of Public Policy
The University of Texas at Austin 1999 — 2004
2004
Invesco Real Estate US July 2014 - Present
Invesco Real Estate US May 2013 - August 2013
Wells Fargo July 2009 - July 2012
CASE Commercial Real Estate Partners June 2008 - August 2008
The Staubach Company May 2007 - August 2007
JPI Companies June 2006 - August 2006
Skills
Real Estate Finance, Real Estate Financing, Real Estate Development, Real Estate Investment, Financial Analysis, Financial Modeling, Valuation, Debt Restructuring, Real Estate Transactions, Real Estate Private..., Enterprise Valuation, Commercial Banking, Private Equity, Due Diligence, Commercial Real Estate, Real Estate Economics
Education
The University of Texas at Austin 2012 — 2014
Master of Business Administration (MBA), Real Estate Finance & Private Equity
The University of Texas at Austin 2005 — 2009
Bachelor of Business Administration (BBA), Finance - Real Estate
Journey Media October 2012 - Present
Wells Fargo September 2011 - September 2012
National Wealth Solutions, LLC January 2011 - September 2011
University of Texas Club September 2010 - December 2010
Public Citizen January 2009 - May 2009
Texas Travesty August 2007 - May 2008
Private Tutor for Elementary and Middle School Students August 2004 - May 2006
Skills
Policy, Microsoft Excel, Research, Banking, Data Analysis, Microsoft Office, Customer Service
Education
The University of Texas at Austin 2006 — 2009
B.A., Government and History
Continuity Housing December 2013 - Present
Texans Credit Union--one of DFW's largest credit unions! November 2012 - December 2013
Texans Credit Union--one of DFW's largest credit unions! January 2012 - November 2012
Perception February 2011 - January 2012
Southwest Bank May 2009 - February 2011
Washington Mutual/JPMorgan Chase January 2008 - May 2009
Washington Mutual/JPMorgan Chase November 2006 - January 2008
Wells Fargo November 2004 - November 2006
Vinson and Elkins May 2001 - November 2004
Skills
Strategy, CRM, Leadership, Press Releases, Sales, Program Management, Product Development, Budgets, Sales Management, Newsletters, Team Building, Web Design, Multi-channel Marketing, Sponsorship, Retail, Project Planning, Nonprofits, Customer Acquisition, Banking, Mergers & Acquisitions
Education
University of Houston 1994 — 1996
MBA, Business
The University of Texas at Austin 1987 — 1991
Bachelor of Science, Advertising
Genentech July 2007 - Present
Wells Fargo July 2006 - July 2007
Wells Fargo June 2005 - November 2006
Wells Fargo September 2003 - June 2005
Skills
Project Management, Strategic Planning, Corporate Communications, Internal Communications, Strategic Communications
Education
The University of Texas at Austin 1998 — 2003
Plan II Honors
The University of Texas at Austin - Red McCombs School of Business 1998 — 2003
Weston High School
Wells Fargo Bank 2005 - Present
Wells Fargo 2001 - 2005
Wells Fargo Bank 1996 - 2001
Skills
Credit, Banking, Credit Analysis, Trade Finance, Cash Management, FX, Financial Analysis, Commercial Lending, Leveraged Finance, Asset Based Lending, Credit Risk, Treasury Management, Loans, FX Options, Structured Finance, Commercial Banking, Small Business Lending, Corporate Finance, Financial Structuring, Syndications
Education
The University of Texas at Austin 1971 — 1975
BBA, Finance
Chase June 2015 - Present
Capital One November 2012 - June 2015
Wells Fargo November 2011 - November 2012
WELLS FARGO BANK, INC November 2011 - January 2012
Carino's Italian INC October 2003 - December 2011
Carino’s Italian, Inc January 2003 - December 2011
Carino's Italian, Inc January 2003 - November 2011
Skills
Marketer, Direct Recruiting, Sales Management, Inside Sales, Inventory Management, Social Media, PowerPoint
Education
The University of Texas
Bachelor of Biology, BS, Biochemistry and Molecular Biology
The University of Texas 2001 — 2007
Bachelor of Science, BS 2008, Biochemistry and Molecular Biology
The University of Texas at Austin 2001 — 2007
Bachelor, Human Biology
Laylita.com December 2007 - Present
Expedia June 2009 - May 2012
Productevo.com March 2008 - June 2009
Wells Fargo HSBC Trade Bank April 2006 - December 2007
Wells Fargo January 2001 - March 2006
Skills
SEO, Analytics, Digital Marketing, SEM, Marketing Strategy, PPC, Social Media Marketing, Lead Generation, Social Networking, Marketing, CRM, Leadership, Management, Advertising
Education
The University of Texas at Austin
BBA, Finance
Kaiser Permanente 2014 - Present
Wells Fargo November 2010 - September 2013
eBay March 2009 - June 2010
Blue Cross Blue Shied HMSA Hawaii 2006 - 2008
UCLA - Commincation Technology Services January 2003 - December 2005
Washington Mutual Bank WAMU 1999 - 2002
AT&T Wirless 1995 - 1998
Skills
PMO, Team Building, Security, Project Management, SDLC, Operations Management, Program Management, Banking, Information Technology, Business Intelligence
Education
The University of Texas at Austin 1981 — 1985
California Institute of Integral Studies August 2015 - Present
The Wonderful Company March 2014 - June 2015
General Mills June 2013 - February 2014
General Mills September 2012 - May 2013
General Mills September 2011 - September 2012
General Mills March 2010 - August 2011
General Mills February 2009 - February 2010
Wells Fargo June 2007 - August 2007
Dell June 2006 - August 2006
Skills
AC Nielsen, IRI, Nielsen, Trade Marketing, Customer Insight, Forecasting, Category Insights, Competitive Analysis, Pricing, Business Planning, Business Analysis, Account Management, Cantonese, Sales Management, Shopper Marketing, Sales, Management
Education
The University of Texas at Austin 2004 — 2008
Bachelor of Business Administration, Marketing
DesignMind December 2007 - Present
Edutopia - The George Lucas Educational Foundation March 2008 - November 2008
Wells Fargo April 2004 - January 2007
Charles Schwab July 2000 - December 2003
Fremont Group (Bechtel affiliate) 1995 - 2000
Skills
Email Marketing, Social Media Marketing, Ebooks, Social Media, Blogging, Corporate Communications, Inbound Marketing, Public Speaking, Digital Strategy, Digital Marketing, Direct Marketing, SEM, Test Automation, Internal Communications, Strategic Planning, Strategic Communications, Marketing, Strategy, Management, Marketing Strategy
Education
The University of Texas at Austin
BJ
Tulane University - A.B. Freeman School of Business
MBA
UC Berkeley extension
UC Berkeley extension
UC Berkeley extension
Creativebug, LLC September 2011 - Present
Wells Fargo 2003 - June 2011
Wells Fargo 2001 - 2003
AIM Investments (Invesco, Ltd.) 1999 - 2001
AIM Global Advisors, Ltd. (Invesco, Ltd.) 1997 - 1999
Skills
User Experience, Product Management, Analytics, Information Architecture, Customer Acquisition, User-centered Design, SEO, Content Management, Digital Strategy, Customer Experience, User Interface Design, Competitive Analysis, Strategic Partnerships, Digital Marketing, Social Media Marketing, Online Advertising, Email Marketing, Online Marketing, SEM, Strategy, Start-ups, Mobile Devices, E-commerce, Web Analytics, Digital Media, Content Strategy, Mobile Applications, Marketing, Mobile Marketing, Lead Generation, Integrated Marketing, Multi-channel Marketing, Direct Marketing, Management, Leadership, Business Development, Program Management, Project Management, Marketing Strategy, Business Strategy
Education
The University of Texas at Austin
Wells Fargo Account ExecutiveWells Fargo Home Mortgage2006 - Present
world savings 2003 - 2006
Education
The University of Texas at Austin 1991 — 1995
Kaiser Permanente November 2012 - Present
Wells Fargo March 2001 - November 2012
Evant February 2000 - January 2001
Dell Financial Services January 1997 - January 2000
Dell April 1995 - January 1997
Skills
Linux, Python, Ruby, Unix, DevOps, Unix Shell Scripting, System Architecture, Scalability, C, CISSP, SQL, Virtualization, Shell Scripting, Disaster Recovery, Red Hat Linux, System Administration, VMware, Servers, Data Center, HP-UX, AIX, Perl, Solaris, Security, Enterprise Architecture, Integration, SAN, RedHat
Education
The University of Texas at Austin 1991 — 1996
Humana September 2011 - Present
A Best Computer Repair August 2010 - July 2011
Wachovia September 2008 - July 2010
John Hancock Financial Network January 2008 - September 2008
Wells Fargo May 2006 - January 2008
Progressive Insurance May 2003 - May 2006
Dell 2001 - 2003
Louis Vuitton Moet Hennessy 2000 - 2001
Hachi International 1998 - 2000
University of Texas College of Engineering 1996 - 1998
Skills
Community Banking, Financial Services, Banking, Insurance, Investments, Strategic Financial..., Finance, Financial Analysis, Underwriting, Credit, Loans, Sales, Mortgage Lending, Retirement, Life Insurance, Portfolio Management, Credit Analysis, Small Business, Project Management, Risk Management, Relationship Management, Retirement Planning, Mutual Funds, Fixed Annuities
Education
The University of Texas at Austin 1996 — 2001
Bachelor's degree
East Central High School
Honors
Rice University
Medical Preceptorship
Jubilee Co., LLC Austin, Texas 2015 - Present
JH Recruiting 2009 - 2014
Riverbend Church February 2000 - August 2001
Dell 1997 - 2000
BBVA Compass 1994 - 1997
Wells Fargo 1991 - 1994
Wells Fargo 1990 - 1991
JPMorgan Chase & Co. 1989 - 1990
STG Design September 1987 - May 1988
Euthenics Design September 1987 - May 1988
Skills
Microsoft Office, PowerPoint, Management, Team Building, Customer Service, Recruiting, Microsoft Excel, Leadership, Account Management, Marketing, Social Media, Sourcing, Preventative Wellness &..., PrintMaster Desktop..., FedLine - US Federal..., YOJNA ACCORD® Funds..., Sterling Commerce (IBM)..., CAD software UT..., Apple BASIC Programming..., Project Management, CRM, Strategic Planning, Public Speaking, Program Management
Education
The University of Texas at Austin 1983 — 1988
Bachelor of Science, College of Natural Sciences: Interior Design, Architecture, Home Economics
The University of Texas at Austin - Red McCombs School of Business
Post Grad Courses: Macro & Micro Economics, Accounting
Wells Fargo February 2011 - Present
Wells Fargo July 2003 - February 2011
Skills
Cross Selling, Loans, Leadership, International Finance, Commercial Lending, Foreign Exchange, Credit Analysis, Trade Finance, Lines Of Credit, Cross-border..., International Trade, Commercial Banking, Letters of Credit, Teamwork, Treasury Management, Credit, Middle Market
Education
The University of Texas at Austin 1998 — 2003
BBA, Finance, Business Honors
The University of Texas at Austin - Red McCombs School of Business 1998 — 2003
Texas Crating & Packing May 2009 - Present
Regions Bank June 2008 - May 2009
Wells Fargo May 2006 - June 2008
JPMorgan Chase August 2003 - May 2006
Education
The University of Texas at Austin 2000 — 2004
United Central Bank June 2013 - August 2014
United Central Bank October 2011 - May 2013
Wells Fargo June 2010 - September 2011
BB&T (formerly Colonial Bank) October 2007 - December 2009
Texans Commercial Capital 2005 - 2007
Skills
Loans, Credit, Real Estate, Credit Analysis, Investments, Credit Risk, Banking, Asset Managment, Portfolio Management, Disposition, Asset, Commercial Mortgages, Commercial Banking, Mortgage Lending, Underwriting, Small Business Lending, Lines Of Credit, Commercial Lending, Asset Management, Financial Analysis, Real Estate Financing, Loan Origination, Consumer Lending, Treasury Management, Real Estate Economics, Problem Management, Financial Structuring, Asset Based Lending, REO, Finance, Valuation, Due Diligence
Education
University of North Texas 1988 — 1989
MBA, Finance & Commercial Bank Management
The University of Texas at Austin 1980 — 1985
BA, Economics
Cistercian Prep
Wells Fargo June 2009 - Present
Wachovia Bank September 2005 - May 2009
Bank of America 1983 - 2004
Education
Holmes High School 1974 — 1978
The University of Texas at Austin
Bachelor of Science, Speech
Wells Fargo August 2012 - Present
Wells Fargo October 2005 - August 2012
eFunds Corporation December 2000 - October 2005
Qwest Communications Corp June 2000 - December 2000
RSC Equipment Rental July 1998 - June 2000
Bank of Arizona June 1997 - June 1998
Bank One September 1983 - June 1997
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Communication Skills, Team Leadership, Analytical Skills, Collaborative Problem..., Forecasting, Business Decision..., Building Relationships, Finance, Management, Leadership, Banking, Variance Analysis, Budgets, Decision Support, Strategy
Education
The University of Texas at Austin
Master of Business Administration (M.B.A.), Finance
University of Manitoba
Bachelor of Science (B.Sc.), Statistics
Rackspace Hosting April 2010 - Present
Wells Fargo January 2002 - April 2010
Skills
Onboarding, Organizational..., E-Learning, Program Facilitation, Needs Analysis, Curriculum Development, Soft Skills, Performance Management, Motivational Speaking, Training Delivery, StrengthsFinder, Train the Trainer, Guitarist, Leadership Development, Team Building, Songwriting, Diversity & Inclusion, High Potential..., Articulate Studio, Emerging Leaders, Productivity Coaching, Curriculum Design, Curriculum Mapping, Collaborative Learning, Innovation Development, Audio Engineering
Education
The University of Texas at Austin
BA
TXDOT May 2012 - Present
Applied Materials June 2006 - June 2011
Austin Travis County MHMR January 2003 - June 2006
Wells Fargo January 2000 - February 2002
Dell Computer Corporation May 1998 - January 2000
Norwest Bank Texas August 1995 - August 1997
Skills
Financial Modeling, Financial Analysis, Forecasting, Financial Reporting, Valuation, Auditing, Business Process..., Budgeting, Variance Analysis, Controller, Financial Accounting, Financial Management, Accounting, Revenue Recognition, Cost Management, Financial Control, Inventory Management, Inventory Control, Fixed Asset Management, Strategic Planning, International Project..., Process Flow, Sarbanes Oxley, Reconciliation, ERP, SAP R/3, Hyperion Enterprise, Oracle Applications, PeopleSoft, MS Office Suite, MS Project, Budgets, Microsoft Office
Education
The University of Texas at Austin - Red McCombs School of Business 1997 — 1999
M.B.A., Finance
The University of Texas at Austin 1990 — 1994
B.A., Liberal Arts
OneWest Bank March 2011 - Present
US Banccorp May 2010 - March 2011
Brightwell Capital Partners, LP October 2008 - March 2010
Emporia Capital Management 2006 - 2008
Union Bank of California 1997 - 2006
Wells Fargo 1989 - 1997
Bank of America 1985 - 1989
Education
The University of Texas at Austin
Wells Fargo 1998 - Present
Bank of America 1997 - 1998
NationsBank 1997 - 1997
Barnett Bank 1996 - 1997
Texas Commerce Bank 1992 - 1996
US Navy Submarines 1983 - 1990
Skills
Liquidity Management, FX Options, Treasury Management, Treasury, Cash Management, Banking, Payments, Credit, Financial Transactions, International Banking..., Commercial Cards, Oil & Gas Industry, Downstream Oil & Gas, Offshore Drilling, Energy Services, Offshore Oil & Gas, Manufacturing, SEPA, Electronic Payments, Certified Treasury..., Global Finance, Global Sourcing, Canadian Treasury..., Enterprise Software, Oracle E-Business Suite, SAP Implementation, Microsoft Dynamics, Internet Banking, Banking Relationships, Commercial Banking, Financial Services, Capital Markets, Leadership, Investments, Trade Finance, Corporate Finance
Education
The University of Texas at El Paso 1990 — 1991
BBA
Naval Nuclear Power School 1983 — 1984
The University of Texas at Austin 1980 — 1982
BBVA Compass April 2012 - Present
Wells Fargo 2003 - 2011
Wells Fargo 2001 - 2002
Wells Fargo 1996 - 2001
Fleet Bank 1994 - 1996
CSC 1992 - 1994
Bank One 1989 - 1992
Skills
Financial Analysis, Financial Reporting, Banking
Education
The University of Texas at Austin
BA, Finance
Citibank, NA May 2008 - Present
Wells Fargo July 2006 - April 2008
JPMorgan Chase November 1997 - July 2006
Skills
Banking, Fixed Income, Credit, Capital Markets, Equities, Loans, Credit Analysis, Financial Services, Retail Banking, Financial Risk, Investments, Team Building, Securitization, Project Finance, CDO, Bonds
Education
University of St. Thomas (TX) 1995 — 1996
Masters of Business Administration (MBA), Finance, General
The University of Texas at Austin 1990 — 1993
Bachelors of Arts (B.A.), Economics
Strake. Jesuit
Wachovia July 1993 - Present
Wells Fargo 1993 - Present
Wells Fargo Bank 1993 - Present
Wells Fargo 1993 - 2010
Wachovia, A Wells Fargo Company 1993 - 2010
Wachovia Bank 1993 - 2009
Education
The University of Texas at Austin 1978 — 1981
Bachelor of Science, Finance
Tulane University - A.B. Freeman School of Business
MBA
Wells Fargo 2006 - Present
Compass Bank 1986 - 2006
Education
The University of Texas at Austin 1979 — 1983
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Wells Fargo September 2012 - Present
Hometrust Mortgage, Countrywide Home Loans, Wells Fargo Home Mortgage January 2001 - December 2009
Skills
Mortgage Banking, Refinance, Loans, Commercial Lending, Mortgage Lending, Residential Mortgages, FHA, Loan Origination, Credit
Education
The University of Texas at Austin 1997 — 2001
Levi Strauss & Co. May 2008 - Present
Wells Fargo July 2007 - May 2008
Bechtel October 2005 - July 2007
Rainmaker February 2005 - October 2005
Sunset Direct August 2004 - February 2005
Education
The University of Texas at Austin 2001 — 2004
BS, Electrical Engineering
Apple September 2008 - March 2009
Wells Fargo September 2007 - October 2008
Salomon Grey Financial March 2005 - June 2006
Education
The University of Texas at Austin 1985 — 1987
n/a, Business Administration
Wells Fargo June 2006 - January 2009
Cornerstone Mortgage June 2000 - August 2004
Education
The University of Texas at Austin 2002 — 2007
Bachelors, Business, Biology, Sociology
Wells Fargo Bank May 2000 - Present
Wells Fargo January 1994 - April 2000
Cullen Center Bank & Trust July 1987 - December 1993
Frost Bank North Austin January 1986 - June 1987
NorthPark National Bank February 1985 - December 1985
Skills
Banking, Relationship Management, Financial Services, Portfolio Management, Building Relationships, Sales, Risk Management, Strategic Planning
Education
The University of Texas at Austin 1979 — 1983
Bachelor of Science, Communications
Quorum Business Solutions July 2013 - Present
Teacher Retirement System of Texas October 2012 - June 2013
Wells Fargo March 2011 - October 2012
Teacher Retirement System of Texas May 2010 - August 2010
Austin Energy May 2009 - May 2010
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Valuation, Data Analysis, Microsoft Office, SQL, Visual C#, Consulting, Crystal Reports 10.0, PL/SQL, Leadership, Investments, Corporate Finance, Access, Research, Accounting, Finance, Management, Analysis
Education
The University of Texas at Austin 2007 — 2010
Bachelor of Business Administration (BBA), Business Honors Program, Management
The University of Texas at Austin 2007 — 2010
Bachelor of Arts (BA), Political Science and Government
AISD August 2010 - Present
Capitol Credit Union September 2007 - June 2009
Wells Fargo September 2005 - May 2006
Education
The University of Texas at Austin 2001 — 2005
Bachelors, English/ Rhetoric & Comp
PlainsCapital Bank August 2014 - Present
Wells Fargo July 2012 - August 2014
Financial Industry Regulatory Authority (FINRA) 2011 - 2012
Texas State Securities Board 2009 - 2011
BBVA Compass 2007 - 2009
Skills
Investments, Financial Analysis, Due Diligence, Securities, Banking, Portfolio Management, Finance, Strategic Financial..., Loans, Credit, Commercial Lending, Mutual Funds, Commercial Banking
Education
University of Oklahoma College of Law 2004 — 2007
J.D., Law
The University of Texas at Austin 1998 — 2002
BA, Economics
Fort Worth Country Day School
Wells Fargo January 1995 - Present
Wells Fargo January 1995 - Present
Skills
Customer Service, Management, Microsoft Office, Banking, Microsoft Excel, Leadership, Sales, Risk Management, Financial Analysis, Business Analysis
Education
Thunderbird School of Global Management 1992 — 1993
Master of Business Administration (MBA), International Finance
The University of Texas at Austin 1988 — 1991
Bachelor of Business Administration (B.B.A.)
Wells Fargo July 2010 - Present
JPMorganChase 1994 - 2008
JPMorganChase 1994 - 2008
Skills
Wealth Management, Portfolio Management, Wealth Management..., Gas, Change Management, Asset Management, Trust Services, Retirement Planning, Mergers & Acquisitions, Petroleum, Customer Service, Investments, Management, Due Diligence, Series 7, Series 63, Private Banking, Risk Management, Banking, Asset Managment
Education
The University of Texas at Austin
Wells Fargo Bank April 2001 - Present
Wells Fargo February 1992 - February 2001
Bank of America October 1979 - February 1992
Skills
Credit, Commercial Banking, Loans, Mortgage Lending, Commercial Lending, Credit Analysis, Banking, Small Business Lending, Loan Origination, Underwriting, Portfolio Management, Lines Of Credit, Credit Risk, Financial Analysis, Investments, Financial Services, Commercial Mortgages, Relationship Management, Wealth Management, Finance, Risk Management, Cash Management
Education
The University of Texas at Austin 1975 — 1979
BA, Liberal Arts
Bexar County October 2012 - Present
Bexar County January 2012 - October 2012
Bexar County October 2008 - January 2012
Wells Fargo April 2003 - July 2008
Skills
Financial Analysis, Analysis, Data Analysis, Finance, Policy, Government, Management
Education
The University of Texas at San Antonio 2011 — 2014
Master of Science (MS), Finance
The University of Texas at Austin 1997 — 2002
BA, Economics
Wells Fargo July 2004 - Present
Skills
Business Analysis, Customer Service, Data Analysis, Databases, Financial Analysis, Integration, Leadership, Management, Microsoft Excel, Microsoft Office, NDM, Process Improvement, Requirements Analysis, SQL, Team Building, Software Project...
Education
The University of Texas at Austin 1968 — 1972
Bachelor of Business Administration (BBA), Computer and Information Sciences and Support Services
Wells Fargo August 2013 - Present
Societe Generale August 2010 - August 2013
Fortis Capital September 2001 - August 2010
Bank of America January 1999 - August 2001
ATP Professional Tennis May 1995 - June 1998
Skills
Series 79, 63 and 24
Education
The University of Texas at Austin 1992 — 1998
Bachelor of Business Administration (BBA), Finance, General
Morgan Joseph TriArtisan LLC May 2014 - Present
KeyBanc Capital Markets May 2012 - April 2014
Wells Fargo July 2010 - April 2012
Tennenbaum Capital Partners, LLC May 2009 - August 2009
Skills
Financial Modeling, Investments, Financial Analysis, Portfolio Management, Valuation, Corporate Finance, Bloomberg, Due Diligence, Investment Banking, Capital Markets, Equities, LBO, Fixed Income, Alternative Investments, Private Equity, Venture Capital, Capital IQ
Education
The University of Texas at Austin 2006 — 2010
BBA, Finance
Wells Fargo February 2015 - Present
Wells Fargo June 2013 - Present
Wells Fargo February 2004 - June 2013
Dell Computer January 2001 - March 2003
Dell Financial Services April 1999 - December 2000
Skills
Strategic Planning, Leadership, Marketing, Management, Hispanic Market, Strategy, Business Development, Business Acumen, Marketing Strategy, Marketing Management, Data Analysis, Database Marketing, Customer Analysis, Financial Modeling, Metrics, Market Research, Segmentation
Education
The University of Texas at San Antonio 2009 — 2011
MBA, Business
The University of Texas at Austin
BA, International Business
Colegio Americano - ASF - Mexico City
High School
Wells Fargo October 2012 - Present
Bill Miller B-B-Q May 2007 - October 2012
Education
The University of Texas at Austin 2008 — 2012
BA, Psychology
Wells Fargo January 2011 - Present
Helzberg Diamonds October 2003 - January 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Windows, Teaching
Education
The University of Texas at Austin 2003 — 2007
Bachelor of Communication Studies, Communication, General
JPMorgan Chase January 2009 - Present
Wells Fargo March 2006 - December 2008
Target August 1999 - October 2004
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Team Building
Education
The University of Texas at Austin 1995 — 2000
Bachelor of Arts (B.A.), Political Science and Government
JPMorganChase May 2007 - Present
Wells Fargo April 2003 - July 2006
Fiserv September 1986 - July 2003
Skills
Customer Service, Customer Retention, Customer Satisfaction, Customer Experience, Retail Banking, Banking, Call Centers, Credit
Education
The University of Texas at Austin 1978 — 1981
Wells Fargo August 2013 - Present
The University of Texas at Austin, Department of Astronomy August 2011 - May 2012
Pima Community College August 2010 - May 2011
The University of Arizona, Department of Astronomy February 2008 - May 2011
Skills
Analytics, Statistical Data..., Mathematics, Process Improvement, Relational Databases, Data Reduction, Microsoft SQL Server, Access Database, Coding Languages, SQL, PL/SQL, Python, C, Business Intelligence, Microsoft Excel, PowerPoint, Banking, Tutoring, Academic Writing
Education
The University of Texas at Austin 2011 — 2012
Doctor of Philosophy (PhD), incomplete, Astronomy
University of Arizona 2006 — 2011
Bachelor of Science (B.S.), Astronomy and Astrophysics
University of Arizona 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Wells Fargo February 2013 - Present
US Navy June 2007 - August 2013
Skills
Leadership, Microsoft Office, Motivation, Command, Operational Planning, Security Clearance, Military Operations, Government, Time Management, Military, Team Building, Military Experience
Education
The University of Texas at Austin 2005 — 2012
Bachelor of Arts (B.A.), chemistry
Wells Fargo June 2013 - Present
Wells Fargo September 2010 - June 2013
Skills
Customer Service, Financial Modeling, Financial Analysis, Commercial Banking, Insurance, Microsoft Office, Retail Banking, Portfolio Management
Education
The University of Texas at Austin
Bachelor of Science (BS)
Gateway Church January 2008 - Present
Wells Fargo 1988 - 1993
Southwest Airlines 1984 - 1987
Education
The University of Texas at Austin
Bachelor's degree, Communication and Media Studies
Wells Fargo
Education
The University of Texas at Austin 1955 — 1958
Bachelor of Business Administration (BBA)
Harlandale high school San Antonio, texas 1950 — 1954
Aqua-Tots Swim Schools April 2012 - Present
Wells Fargo August 2010 - March 2012
Education
The University of Texas at Austin 2003 — 2006
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication