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 June 2015 - August 2015
UC Berkeley August 2013 - May 2015
Wells Fargo June 2014 - August 2014
Wells Fargo June 2013 - August 2013
AT&T June 2012 - August 2012
Skills
Leadership, Public Speaking, Nonprofits, Editing, Financial Analysis, Event Management, Underwriting, Financial Risk, Microsoft Excel, Research, Finance
Education
University of California, Berkeley 2012 — 2016
Political Economy, Globalization and International Trade, 3rd Year
Optivest Properties 2014 - 2015
Fairmont Hotels & Resorts November 2010 - October 2014
Fairmont Hotels & Resorts November 2008 - March 2010
Unico Properties LLC February 2007 - November 2008
CDC Management July 2005 - February 2007
Wells Fargo September 2001 - April 2005
Skills
CTI, Yardi, Skyline, MRI, MS Office Suite, Property Manager, Sage Accpac, Microsoft Office, Accounts Receivable, Account Reconciliation, Accpac, Accruals, Accounts Payable, Journal Entries, General Ledger, Budgets, QuickBooks, Cash Flow, Accounting, Invoicing, Investments, Auditing, Training, Salesforce.com, Analysis, Finance, Financial Analysis, Financial Statement..., Leadership, Management, Microsoft Excel
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
University of California, Berkeley 1997 — 2001
B.A., Anthropology
Google April 2015 - Present
B. Riley & Co. June 2014 - March 2015
Wells Fargo May 2013 - August 2013
City National Bank June 2012 - August 2012
Merrill Lynch January 2012 - May 2012
USANA Health Sciences June 2011 - January 2012
Toyota Motor Sales June 2011 - August 2011
LOUD Clothing December 2008 - August 2010
Skills
Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Accounting, Sales, Process Improvement, Marketing, Management, Finance, Banking, Analysis, Portfolio Management, Data Analysis, Investments, Asset Management, Leadership, Wealth Management, Business Strategy, Business Development
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
B.S, Business Administration
University of California, Berkeley 2010 — 2014
Bachelor of Science (BS), Business Administration
Torrance High School 2006 — 2010
Educational Foundation of Orinda June 2011 - Present
Boy Scout Troop 237 April 2010 - August 2012
Educational Foundation of Orinda June 2005 - May 2007
Educational Foundation of Orinda June 2003 - May 2005
Sleepy Hollow Parents Club 2001 - 2002
Junior League of Oakland-East Bay 1996 - 1997
Junior League of Oakland-East Bay 1989 - 1996
Bank of New England February 1986 - October 1988
Wells Fargo 1979 - December 1985
Skills
Team Leadership, Board Governance, Strategic Planning, Financial Reporting, Microsoft Office, QuickBooks, Writing, Creative Writing, Editing, Nonprofits, Volunteer Management, Microsoft Excel
Education
University of California, Berkeley 1974 — 1978
BA, Economics
Wells Fargo February 2015 - May 2015
IZ•ON Media October 2004 - February 2015
Cinequest Film Festival January 1992 - February 2012
Premier Retail Networks October 2004 - September 2007
Freelance June 2002 - October 2004
Frame by Frame Productions February 1995 - May 2002
Davkore Company/Webber Enterprises, Inc. 1990 - 1995
Skills
Video, Post Production, Production, HD, Final Cut Pro, Video Editing, Video Production, Photoshop, Editing, Broadcast, Writing, Screenwriting, Film Production, Copywriting, Media Production, After Effects, Script, Digital Media, Multimedia, DVD, Microsoft Office, Word, HD Video, Short Films
Education
University of California, Berkeley 1986 — 1991
Bachelor’s Degree, Film Studies
Wells Fargo April 2013 - Present
Wells Fargo May 2009 - April 2013
Avnet November 2007 - March 2009
DHL January 2006 - November 2007
St. John Knits March 1999 - March 2001
Mossimo 1997 - 1999
Fidelity Investments 1996 - 1997
Skills
Business Analysis, Mainframe, Business Intelligence, EDI, Process Improvement, E-commerce, Project Management, Requirements Gathering, Technical Writing, Change Management, Team Leadership, IT Management, Business Process..., Business Objects, Integration, Agile Methodologies, Business Requirements, Requirements Analysis, SQL, Vendor Management, Analytics, Analysis
Education
University of California, Berkeley 1994 — 1996
BA, Economics & Psychology
University of California, Irvine 1992 — 1994
Bachelor of Arts (B.A.), Economics and Psychology
Chaparral High School 1988 — 1992
Wells Fargo June 2015 - Present
BARE Magazine September 2012 - Present
Pandora February 2015 - May 2015
Nowent, Inc. June 2014 - March 2015
issuu October 2014 - February 2015
BloomSky January 2014 - April 2014
Gap Inc./Gap September 2013 - January 2014
Shenyin & Wanguo Securities Co. Ltd. May 2013 - June 2013
Dealflicks December 2012 - February 2013
Skills
Social Media, Facebook, Blogging, Fashion, Event Planning, Research, Spanish, Social Networking, Marketing, Marketing Strategy, Tumblr, Social Media Marketing, Google Docs, Social Media Outreach, Blogger, Politics, Public Relations, PowerPoint, Twitter, Media Relations, Event Management, Go-to-market Strategy
Education
UC Berkeley 2012 — 2016
B.A. Economics, B.S. Business Administration
American High School 2008 — 2012
West Corporation January 2014 - Present
Wells Fargo November 2009 - August 2013
Club Cal Neva (Sierra Development Company) July 2009 - November 2009
Opinion Research Corporation (InfoUSA) December 2008 - September 2009
West Corporation September 2006 - January 2007
Dolan Foster Enterprises April 2002 - June 2004
Skills
Retail Banking, Credit, Banking, Credit Analysis, Cross Selling, Loans, Relationship Management, Credit Cards, Consumer Lending, Commercial Banking, Food Service, Food Safety, Peer Mentoring, Peer Education, Staff Development, Staff Supervision, Multitasking Skills, Multicultural
Education
University of California, Berkeley 1990 — 1994
Bachelor of Arts (BA), Slavic Languages, Literatures, and Linguistics, Czech Emphasis
IBM October 2010 - Present
Caterpillar Inc. February 2010 - October 2010
System Integration Architects May 2009 - October 2010
Genentech Inc. April 2008 - March 2009
Sterling Commerce Inc. July 2007 - February 2009
Wells Fargo October 2006 - July 2007
McKesson Corp June 1989 - April 2005
Skills
EDI, Portals, SSL, SAP BW, SSH, Business Object, PGP, EAI, SOA, Integration, Enterprise Software, SaaS, Enterprise Architecture, Solution Architecture, Cloud Computing, Middleware, ESB, SDLC, Websphere, XML, Business Intelligence, B2B Gateway Strategy, Software Development, Architecture, Weblogic, Java Enterprise Edition, Business Process
Education
University of Phoenix 2008 — 2010
Business - Majoring in Supply Chain Management
University of California, Berkeley 1995 — 1996
Wells Fargo June 2015 - Present
Wells Fargo Bank August 2007 - June 2015
University of California, Berkeley 2004 - 2007
Heyday Books 2003 - 2004
Skills
Newsletters, Corporate Communications, Editing, Technical Writing, Technical Documentation, Press Releases, Nonprofits, Training, Community Outreach, Event Planning, Research, Volunteer Management, Document design, Creative Writing, Marketing Copy, Public Speaking, Social Media, Non-profits, Public Relations, Social Networking, Blogging, Fundraising, Web Content Management, Marketing Communications, Data Analysis, Journalism, Academic Tutoring
Education
University of California, Berkeley 2002 — 2007
Master’s Degree, English Literature
University of California, Berkeley 1996 — 2000
Bachelor’s Degree, English, Summa Cum Laude
University of California, Berkeley
Bachelor of Arts (B.A.), English Literature
JPMorgan Chase & Co. June 2012 - Present
Wells Fargo December 2011 - June 2012
Skills
Customer Service, Banking, Management, Financial Analysis, Risk Management, Business Analysis, Project Management, Leadership, Sales, Finance, marketing, Communication, Licensing
Education
University of California, Berkeley 2006 — 2010
US BANK November 2014 - Present
Bank of the West September 2013 - October 2014
Wells Fargo Securities January 2001 - August 2013
Wells Fargo May 1990 - December 2000
Skills
Capital Markets, Banking, Series 7, Credit, Portfolio Management, Loans, Financial Services, Fixed Income, Risk Management, Securities, Commercial Lending, Commercial Banking, Leveraged Finance, Relationship Management, Credit Analysis, Financial Analysis, Investments
Education
University of Southern California - Marshall School of Business 1988 — 1990
Master of Business Administration (M.B.A.), Finance
University of California, Berkeley 1979 — 1983
Bachelor of Arts (BA), History
Wells Fargo July 2013 - Present
Wells Fargo 2003 - July 2013
Charles Schwab 2002 - 2003
Barclays Global Investor 2000 - 2002
Providian Financial Corporation 1998 - 2000
Fair Isaac & Company 1996 - 1998
Federal Reserve Bank of San Francisco 1993 - 1996
Skills
Statistical Modeling, SAS programming, Unix Shell Scripting, Excel macros/VB
Education
UC Berkeley 1989 — 1993
Master's degree, Statistics
Wells Fargo June 2015 - Present
Becker Professional Education August 2014 - Present
Headwaters MB September 2014 - February 2015
Piedmont Capital June 2014 - August 2014
Morgan Stanley Wealth Management July 2013 - December 2013
Yumhere April 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Financial Modeling, Teamwork, Data Analysis, Leadership, Public Speaking, Event Planning, Microsoft Office, Corporate Finance, Finance, Social Media, Investment Banking
Education
University of California, Berkeley 2012 — 2016
Economics
University of California, Berkeley 2012 — 2016
Wells Fargo January 2012 - Present
Wells Fargo July 2009 - December 2011
Wells Fargo May 2008 - August 2008
GlobalFluency May 2006 - August 2007
Education
University of California, Berkeley 2004 — 2009
B.S., Business Administration
Wells Fargo May 2002 - Present
Charles Schwab March 2000 - May 2002
Wells Capital Management (Wells Fargo) June 1996 - March 2000
Wells Fargo June 1988 - June 1996
Wood Island Capital Management November 1983 - June 1988
Deloitte September 1981 - September 1983
Skills
CPA, Investment Advisers,..., Financial Analysis, SEC filings, Financial Services, Auditing, Enterprise Risk..., Finance, Internal Audit, Hedge Funds
Education
University of California, Berkeley 1974 — 1981
Bachelor of Science (BS), Accounting
Delectable, Inc. February 2014 - Present
DeNA May 2012 - July 2013
DeNA Global Inc. November 2011 - May 2012
ngmoco:) February 2010 - November 2011
Thomson Reuters November 2008 - January 2010
StarMine January 2007 - November 2008
Wells Fargo January 2006 - December 2006
Hudd Distribution January 2005 - December 2005
Wyndham International May 2003 - May 2004
Lenox Language Institute August 2001 - February 2003
Skills
Databases, JavaScript, Python, Time Management, Analytics, Microsoft Excel, MySQL, Ruby on Rails, Oracle, Analysis, Ruby, Amazon Web Services..., PHP, MongoDB
Education
University of California, Berkeley 1998 — 2001
Chemical Engineering
InVision Communications June 2006 - Present
InVision Communications June 2006 - January 2010
Wells Fargo March 2005 - May 2006
Skills
Photoshop, InDesign, Writing, Microsoft Excel, Organizing, Attention To Detail, Multitasker, Social Media, Social Media Marketing, Management, Advertising, Marketing Communications, Digital Marketing, Sales, Marketing, Public Relations
Education
University of California, Berkeley 2001 — 2003
Bachelor's of Arts, English
Wells Fargo January 2013 - Present
Self-Employed March 2007 - January 2013
Cognitive Match July 2012 - October 2012
Code for America September 2011 - May 2012
Capsul8 October 2010 - January 2012
Autodesk June 2011 - August 2011
Socratic Technologies October 2005 - March 2007
Socratic Technologies May 2004 - October 2005
Dixon Schwabl Advertising January 2003 - May 2003
Eric Mower and Associates June 2002 - December 2002
Skills
User Experience, Usability Testing, CSS, HTML, Interaction Design, User Experience Design, Qualitative Research, Rapid Prototyping, User Research, Heuristic Evaluation, User Interface Design, Design Research, JavaScript, jQuery, Adobe Creative Suite, Videography, Video Production, Video Editing, Copywriting, Remote User Testing, Usability Labs, Expression Blend, Morae, Information Management, Information Systems, Focus Groups, Human Computer..., Agile Methodologies, User Interface, Ethnography, Information Architecture, User-centered Design
Education
University of California, Berkeley 2010 — 2012
M.I.M.S.
University of Rochester 1998 — 2003
B.A.
Wells Fargo 2005 - Present
Charles Schwab July 2000 - February 2005
Education
University of California, Berkeley 1989 — 1994
Bachelor of Arts (B.A.), Economics
Expert Support November 2014 - Present
Niara, Inc. April 2015 - July 2015
Apple November 2014 - March 2015
Apple November 2014 - March 2015
Juniper Networks April 2014 - August 2014
Wells Fargo August 2013 - December 2013
Pacific Gas and Electric Company October 2012 - March 2013
Society for Technical Communication September 2011 - December 2012
BARTBikeStation.com May 2012 - May 2012
Tesser May 2012 - May 2012
Skills
Online Help, Training, Content Management, Social Media, CSS, Adobe Acrobat, Technical Writing, Software Documentation, Instructional Design, CMS, Manuals, SharePoint, HTML, Wikis, Social Networking, Technical Training, Information Architecture, Editing, WordPress, Newsletters, FrameMaker, Technical Communication, Proofreading, RoboHelp, Technical Documentation, Content Development, SnagIt, Arbortext, XML, Networking
Education
University of California, Berkeley 2009 — 2010
Professional Sequence, Technical Communication
Ann Rockley's Content Management for Society of Technical Communication (STC)
Content Management, Certification
Edward Tufte 2010 — 2010
One day course, Presenting Data and Information
The University of Kent
1 year, English Literature
University of California, Santa Cruz 1985 — 1990
BA, English Literature
Redwood High School
Qualis Health September 2012 - October 2014
Microsoft June 2011 - June 2012
Greater China Industries Inc. August 2010 - May 2011
Microsoft May 2009 - May 2010
Wells Fargo June 2007 - September 2007
Skills
Software Project..., Program Management, SharePoint, Product Management, SQL, Microsoft Scope, MS Excel Pivot Tables, Management, Project Management, Analysis, Databases
Education
University of California, Berkeley, Haas School of Business 2006 — 2008
B.S, Business Administration
University of California, Berkeley 2004 — 2008
Bachelor of Science (B.Sc.), Business Administration, 3.5
The Scholar Ship 2007 — 2007
Bachelor of Arts (B.A.), International Business, 3.9
Bank of America March 2008 - Present
Wells Fargo February 2005 - November 2007
UC Berkeley September 2002 - May 2004
Skills
Korean, Spanish, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Unix, SSH Client, Secure FTP, HTML, Pagemaker, Adobe Acrobat, Photoshop, Customer Service, Banking
Education
UC Berkeley 2000 — 2004
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Burlington Coat Factory October 2013 - Present
Peugeot France April 2012 - September 2013
IBM September 2006 - March 2012
IBM February 2003 - August 2006
Wells Fargo October 2000 - June 2002
Skills
Marketing, Competitive Analysis, Product Marketing, Strategy, Marketing Strategy, Marketing Management, CRM, Cross-functional Team..., Management, Business Development, Product Management, Digital Marketing, Account Management, Market Research, Sales Management, Business Strategy, Marketing Communications, Sales, New Business Development, B2B
Education
University of California, Berkeley
Master of Business Administration (MBA), Business Administration and Management, General
High Tech Lending July 2013 - Present
Wallick & Volk Mortgage Bankers November 2012 - April 2013
USAA September 2012 - November 2012
Well's Fargo January 2009 - June 2012
Mortgage Data Management Corporation August 2006 - December 2008
RISK Management Services New York, NY / SVS Staffing March 2008 - October 2008
Silicon Valley Staffing/E-Trade March 2004 - July 2007
THE CLAYTON GROUP January 2002 - February 2004
Skills
To offer my experience..., Exceptionally strong..., SUMMARY OF MORTGAGE..., THE CLAYTON GROUP..., Mortgage Underwriting..., Credit, Underwriting, Mortgage Lending, Loans, FHA, Loss Mitigation
Education
University of Michigan 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
University of California, Berkeley 1991 — 1993
Bachelor's of Business Management, Business Management
PLAYSTUDIOS August 2015 - Present
Supersonic March 2013 - August 2015
Bank of the West - A BNP Paribas Group April 2012 - March 2013
JPMorganChase January 2011 - October 2011
Wells Fargo January 2010 - January 2011
Parrot At&t August 2006 - January 2010
Skills
Business Development, Mobile Devices, Sales, Advertising, Loans, Customer Service, Analysis, Social Media, Monetization, Strategic Partnerships, Banking, Mobile Marketing, User Experience, Finance, Mobile Advertising, Analytics, Credit, Consumer Lending, Wealth Management, Public Speaking, Mobile Games, Lines Of Credit, Sales Presentations, Sales Management, Strategic Planning, Social Games, Game Development, Investments, iPhone, Small Business Lending, Mobile Gaming, Ad Networking, Android, saas, User Acquisition, Change Management, Leadership Development, Game Monetizaiton, Android SDK
Education
University of California, Berkeley
Bachelor of Arts (B.A.), American Studies - International Economics and Globalization
Thurgood Marshall High School
Wells Fargo June 2013 - June 2014
Razorfish June 2005 - June 2013
Vignette Corporation July 2003 - January 2005
Vignette Corporation January 2000 - July 2003
GetThere 1996 - September 1998
Worldspan August 1993 - August 1996
Skills
Enterprise Software, User Experience, Program Management, Web Design, Enterprise Content..., CMS, Web Content Management, Content Management, E-commerce, Mobile, Web Analytics, Product Development, Business Management, Cross-functional Team..., Software Project..., Product Management, Management, Mobile Devices, Start-ups, Strategy, Project Management, Professional Services, Project Planning, CRM
Education
University of Florida 1989 — 1993
BA, Economics, Business Management, Public Utilities
UC Berkeley Extension 2004 — 2006
Certificate, Landscape Architecture
Wells Fargo Global Banking October 2014 - Present
Wells Fargo September 2003 - September 2014
Wells Fargo Commercial Banking January 2000 - January 2003
Wells Fargo Loan Adjustment Group August 1996 - December 1999
Wells Fargo Real Estate Group June 1993 - July 1996
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Cross Selling, Financial Analysis, Financial Services, Leadership, Loans, Structured Finance, Trade Finance
Education
University of California, Berkeley 1989 — 1993
BA, Economics, Accounting
Downey High School
Wells Fargo May 2011 - Present
Wells Fargo September 2006 - May 2011
JMN Associates June 2005 - August 2006
American Savings Bank 2005 - 2006
Providian / WAMU November 2002 - May 2005
Charles Schwab June 1999 - August 2002
First Home Mortgage November 1995 - May 1998
Skills
Banking, Change Management, Strategic Planning, Business Strategy, Performance Management, Business Transformation, Program Management, Financial Services, Relationship Management, Start-ups, Cross-functional Team..., Enterprise Software, Digital Channels, Product Development, Balanced Scorecard, Business Services, Risk Management, Product Management, Strategy, Analytics, Vendor Management, Credit, Leadership
Education
UC Berkeley - Haas School of Business 1998 — 2000
MBA, Finance, Marketing
University of California, Berkeley 1987 — 1991
B.A., Biology: Biochemistry Track
University of Michigan, College of Engineering 2003 — 2003
Six Sigma Servicing and Transactional Greenbelt
Cisco July 2015 - Present
SEPHORA November 2014 - April 2015
Electronic Arts (EA) May 2014 - August 2014
Wells Fargo June 2013 - August 2013
Morgan Stanley Wealth Management August 2012 - May 2013
Apollo Group June 2012 - August 2012
Cisco Systems January 2012 - January 2012
Skills
Social Media Marketing, Graphic Design, Marketing Strategy, Leadership, Event Planning, Marketing, Event Management, Research, Illustration, Social Media, Microsoft Office, Entrepreneurship, Start-ups, Analysis, Photoshop, PowerPoint, Microsoft Excel, Microsoft Word
Education
University of California, Berkeley 2011 — 2014
Bachelor of Arts (BA), Economics
Mission San Jose High School 2007 — 2011
FinanceU April 1998 - Present
Wells Fargo 1993 - 1998
Education
University of California, Berkeley
Bachelor of Science (BS), Mathematics, 3.86
Amazon April 2015 - Present
DIRECTV October 2014 - April 2015
DIRECTV June 2014 - March 2015
TRX Training January 2014 - May 2014
Center for Responsible Business September 2013 - May 2014
Macy's February 2014 - March 2014
DIRECTV May 2013 - August 2013
Wells Fargo February 2013 - May 2013
UC Berkeley Center for Executive Education 2012 - May 2013
REACH! Asian and Pacific Islander Recruitment and Retention Center September 2010 - May 2013
Skills
Community Outreach, Microsoft Office, Microsoft Excel, Marketing, Event Planning, Salesforce.com, Adobe Creative Suite, Microsoft Word, Photoshop, Training, Social Media Marketing, Editing, Research, Intelliworks, Social Media, Competitive Analysis, Analytic Solver Platform, Event Marketing, PowerPoint, Fundraising, Nonprofits, Leadership, Data Analysis, SQL, MySQL, Search Engine Marketing, Search Engine..., SEO, SEM, Microsoft SQL Server, Teradata, EBP Cognos, SAS
Education
University of California, Berkeley, Haas School of Business 2012 — 2014
Business Administration, Marketing
University of California, Berkeley 2010 — 2014
Bachelor's degree, Business Administration and Management, General
Cleveland High School
Wells Fargo 2013 - Present
Wells Fargo Insurance Services 2005 - 2013
Wells Fargo 2001 - 2005
DirectBrand 2000 - 2000
Bank of America 1998 - 2000
Skills
Insurance, Risk Management, Strategic Planning, Strategy, Mergers & Acquisitions, Financial Analysis, Business Strategy, Business Development, New Business Development, Strategic Financial..., Business Analysis, Financial Modeling, Process Improvement, Financial Services, Change Management, Financial Risk, Competitive Analysis
Education
Yale University - Yale School of Management
Master of Business Administration (MBA), Strategy and Finance
University of California, Berkeley
Bachelor of Arts (BA), Linguistics
Zendesk July 2013 - Present
Wells Fargo November 2010 - March 2013
3Qi Labs September 2012 - February 2013
Skills
Problem Solving, Ruby, Ruby on Rails, JavaScript, SQL, Test Automation, WebDriver
Education
App Academy 2013 — 2013
UC Berkeley 2006 — 2010
Bachelor of Science (BS), Mechanical Engineering
Kaiser Permanente July 2013 - Present
Wells Fargo March 2013 - July 2013
Electronic Arts May 2012 - March 2013
Oracle December 2006 - December 2010
Nielsen Company December 2005 - November 2006
Skills
SAS/SQL, SAS, Purisma, OBIEE, Thinking Outside The Box, Dashboards, Business Intelligence, SPSS, Competitive Analysis, Oracle SQL, Ad Hoc Reporting, VBA, Predictive Modeling, Business Analytics, Predictive Analytics, Analytics, Data Quality, Source System Analysis, Business Rule Validation, Source Target Mapping, Performance Tuning, High Volume Data Loads, ETL, Python, Decision Trees, Market Basket Analysis, Association Rules, CHAID, SAS programming, Dashboard, SAS Programming, SQL, Data Analysis, Oracle SQL Developer, Database Marketing
Education
University of California, Berkeley
BA, Statistics
CKLO April 2011 - Present
Wells Fargo December 2005 - April 2011
Intuit 2003 - 2005
Peak Data Solutions 2001 - 2003
Defense Manpower Data Center 1999 - 2001
Education
University of California, Berkeley 1995 — 1999
B.A., Development Studies
Wells Fargo 1990 - Present
Wells Fargo Bank 2003 - 2006
Skills
Linux, Java, J2EE, Web Services, SQL, XML, Databases, Server Architecture, UML, Java Enterprise Edition
Education
University of California, Berkeley 1987 — 1990
BS, Computer Science
Taproot Foundation December 2012 - Present
SF Public Press 2009 - Present
Wells Fargo June 2014 - May 2015
D&B Digital February 2010 - June 2012
TechSoup Global December 2009 - April 2010
United Business Media June 2008 - November 2009
Fireman's Fund Insurance Company 2005 - 2008
Juice -- ipodder 2004 - 2006
Rebel September 2001 - July 2005
iTalk News, Inc. 2005 - 2005
Skills
Content Strategy, Web Content Management, Strategic Content..., Digital Strategy, Social Media Strategist, SEO, Analytics, Digital Media, Digital Marketing, Agile Methodologies, E-commerce, Online Marketing, Email Marketing, Online Advertising, Strategy, Newsletters, Social Media Marketing, Mobile Devices, Information Architecture, Marketing Strategy, Advertising, Start-ups, New Media, Marketing, CMS, Cross-functional Team..., Social Media, Web Analytics, Management, Leadership, Business Strategy, Project Management, Lead Generation, Marketing Communications, Strategic Planning
Education
UC Berkeley
BA, Political Science
UC Berkeley
Bachelor's degree
Alvarez & Marsal May 2015 - Present
Alvarez & Marsal August 2013 - Present
Wells Fargo May 2012 - August 2012
Skills
Microsoft Excel, Data Analysis, Financial Analysis, Project Management, Operations Management, Microsoft Powerpoint, Competitive Analysis, Industry Analysis, GIS Application, Tableau
Education
University of California, Berkeley 2009 — 2013
B.S., Industrial Engineerng and Operations Research
Lincoln High School 2005 — 2009
Wells Fargo February 2013 - Present
Realty Income Corporation September 2012 - February 2013
Computer Software Consultants 2008 - 2011
Dreher Law Firm May 2010 - August 2010
Skills
Valuation, Financial Modeling, Research, Microsoft Office, Social Media, Public Speaking, Microsoft Excel, Financial Analysis, Spanish, Business Strategy, Financial Statement..., Marketing, Economics, Marketing Strategy, Leases
Education
University of California, Berkeley
Bachelor of Arts (B.A.), History
Time Warner Cable August 2011 - Present
HP Account Executive January 2011 - July 2011
Wells Fargo January 2006 - December 2010
NTT-Japan: Englewood, CO January 2000 - September 2006
Skills
Data Center, Program Management, IT Strategy, ITIL, Infrastructure, Process Improvement, Service Delivery, Integration, Facilities Management, Management, Change Management, Team Leadership, Governance, Disaster Recovery, Leadership, Facilities Operations, Energy Management, Cloud Computing, Service Management, High Availability, IT Operations, SaaS, Business Strategy, Customer Service, Building Automation, Energy Audits, Operational Excellence, IT Service Management, Sustainability, LEED, Building Management..., Project Engineering, Leading Change, Capacity Management, Vendor Management, Smart Metering, Performance Metrics, CMDB, Facility Operations, Customer Relations, Efficiency Optimization, Energy Engineering, Project Management, pmp, Cross-functional Team..., pmo, Cross-functional Team, Business Development, Strategy, PMP
Education
University of California, Berkeley 1978 — 1982
U.C. Berkeley: Berkeley, CA
Mission San Jose High School
Two Bit Labs 2010 - Present
GreatSchools January 2009 - October 2010
GreatSchools 2006 - January 2009
Wells Fargo 2006 - 2006
Classroom Connect 2001 - 2005
Britannica.com 2000 - 2001
Computer Curriculum Corporation 1998 - 2000
Self-Employed 1996 - 1998
Skills
User Experience, iOS development, Test Driven Development, Usability Testing, Ruby on Rails, Swift, Objective-C, Interaction Design, Agile Methodologies, Product Management, Software Engineering, Mobile Interaction..., SQL, Ruby, Web Analytics, Web Services
Education
University of California, Berkeley 1992 — 1995
BA, English
Your Trusted Advisors Inc June 2006 - March 2014
Your Trusted Advisors LLC June 2006 - February 2014
Your Trusted Advisors LLC August 2005 - April 2012
SBC Communciations May 2002 - August 2002
Netigy Corporation/Cisco Corporation April 2000 - December 2001
Wells Fargo January 1979 - December 1996
Skills
Entrepreneurship, Start-ups, Small Business, Investments, Strategy, Business Strategy, Strategic Partnerships, Strategic Planning, Business Planning, Marketing Strategy, Leadership, Management Consulting, Social Media, Business Development, New Business Development, Real Estate, Team Building, Venture Capital, Mortgage Lending, Program Management, Social Media Marketing, Mergers & Acquisitions, Leadership Development, Finance, Financial Services, Due Diligence, Marketing, Management
Education
University of California, Berkeley
Business Administration
University of California, Berkeley
Business Administration and Management, General
Wells Fargo April 2013 - Present
Capital One (formerly HSBC) October 2006 - April 2013
Cosgrove Associates September 2003 - September 2006
Visa September 2002 - September 2003
Skills
Customer Analysis, Financial Services, Competitive Analysis, Business Analytics, Customer Research, Customer Lifecycle..., Product Marketing, Pricing
Education
University of Maryland 2009 — 2012
Master of Business Administration (M.B.A.)
University of California, Berkeley 1998 — 2002
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Wells Fargo April 2012 - Present
Wells Fargo July 2008 - April 2012
Hertz 2007 - 2008
Sears, Roebuck and Co. 2005 - 2007
Skills
Microsoft Office, Sales, Training, Account Management, Sales Management, Analysis, Customer Experience, Leadership Development, Consumer Lending, Direct Sales, Lotus Notes, Financial Analysis, Risk Analysis, Credit Analysis, Mortgage Lending, Personal Finance, Logistics Management, Qualitative Research, Retail Banking, Spanish, Management
Education
University of California, Berkeley 2004 — 2008
Bachelor of Arts, Political Economy of Industrial Societies
Wells Fargo July 2013 - Present
Yahoo October 2007 - June 2011
Triage Consulting Group April 2005 - September 2007
Houlihan Lokey May 2004 - August 2004
Skills
Sales, Client Services, New Business Development, Client Interfacing, Client Relationship..., Revenue Management, Driving Revenue, Financial Analysis, Financial Modeling, Financial Planning, Financial Reporting, Revenue Forecasting, Revenue Modeling, Process Consulting, Client Communications, Excel, PowerPoint
Education
University of Southern California - Marshall School of Business 2011 — 2013
MBA, Emphasis in Finance
University of California, Berkeley 2000 — 2004
BS / BA, Business Administration / Economics
Wells Fargo June 2014 - Present
Union Bank March 2012 - June 2014
HSBC August 2010 - March 2012
DuPont June 2009 - May 2010
University of Delaware January 2009 - May 2009
University of Delaware August 2006 - December 2008
Skills
R, Predictive Modeling, Statistical Modeling, SAS, Data Mining, Quantitative Analytics, Predictive Analytics, Risk Management, Credit Risk, VBA
Education
University of California, Berkeley 2015 — 2018
Master of Business Administration (M.B.A.)
University of Delaware 2008 — 2010
MS, Statistics
University of Delaware 2006 — 2009
MS, Environmental Sciences
WELLS FARGO November 2013 - Present
WELLS FARGO April 2011 - November 2013
RINCON CHIROPRACTIC April 2009 - April 2011
SAPIENT CORPORATION July 2008 - April 2009
Skills
Strategic Planning, Business Process..., Business Process, Project Management, Finance, Business Analysis, Data Analysis, Risk Management, PowerPoint, Microsoft Excel, Financial Modeling, Competitive Analysis, Operational Efficiency, Corporate Governance
Education
University of California, Berkeley 2004 — 2008
Bachelor of Arts (B.A.), Linguistics
Nordstrom June 2015 - Present
Wells Fargo April 2014 - Present
Citi September 2012 - March 2013
Citi June 2011 - September 2012
Citi January 2009 - June 2011
Skills
Passed CFA Level 1..., Financial Risk, Risk Management, Banking, Credit Cards, Credit Risk, Investment Banking, Capital Markets, Derivatives, Equities, Financial Services, SAS, Analysis, Portfolio Management, Retail Banking, Analytics
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance, Graduated with Distinction
University of California, Berkeley 2005 — 2008
Bachelor of Arts (B.A.), Economics
Wells Fargo June 2015 - Present
University of California, Berkeley, Haas School of Business September 2014 - Present
Anvita Health June 2014 - August 2014
UC Berkeley October 2013 - November 2013
Skills
Statistics, Data Analysis, Community Outreach, Microsoft Excel, SQL, Python, R, Public Speaking, Access, MySQL, Microsoft Office, PowerPoint, Microsoft Word, Unix, Customer Service, Market Research, XML, WinBUGS, Social Media, Java, TreeAge
Education
University of California, Berkeley 2012 — 2016
Bachelor's of Arts, Statistics
Diamond Bar High School
The Croner Company October 2014 - Present
OnPoint Analytics, Inc. January 2014 - October 2014
OnPoint Analytics, Inc. January 2011 - January 2014
OnPoint Analytics, Inc. June 2008 - January 2011
Wells Fargo May 2007 - August 2007
Skills
Data Analysis, Financial Modeling, Economics, Stata, Business Analysis, Analysis, Econometrics, Management Consulting, Statistics, Microsoft Excel, Market Research, Valuation, Corporate Finance, SAS, Analytics
Education
University of California, Berkeley 2004 — 2008
B.A., Economics
Wells Fargo 2009 - Present
Wells Fargo Bank January 2006 - January 2009
Technology and Financial Services companies 2000 - 2003
Hambrecht & Quist 1995 - 2000
Skills
Analytics, Banking, Competitive Analysis, Digital Marketing, Financial Services, Internet, Portfolio Management, Product Management, Product Marketing, Relationship Management, Sales, Strategy, Wealth Management, Cross-functional Team..., Program Management, Leadership, Strategic Partnerships, Marketing, Management, Business Strategy, Marketing Strategy, Vendor Management, Business Analysis, CRM, Risk Management
Education
University of California, Berkeley 2003 — 2004
Project Management
University of California, Los Angeles 1986 — 1991
Bachelor of Arts (BA), Political Science and Government
Zeo Capital Advisors, LLC January 2015 - Present
Joost Enterprises Corp January 2008 - December 2014
Orchid Asia Holdings January 2004 - January 2008
DesignMind, Inc. June 2000 - March 2003
Xeno Group, Inc. October 1999 - May 2000
Time Magazine September 1996 - October 1999
Fortune Magazine September 1996 - October 1997
Wells Fargo May 1995 - September 1996
Skills
Executive..., Financial Services, Accounting, Payroll, Private Equity, Financial Accounting, Bookkeeping, Investor Relations, LLP, Scheduling, Tax Preparation, Corporate Tax, Employee Benefits, Microsoft Word, Microsoft Excel, PowerPoint, QuickBooks, FileMaker, Quicken, Adobe Creative Suite, Payroll Administration, Graphic Design, HTML, Travel Management, HR Management, Business Correspondence, Office Management, Human Resources, Marketing, Microsoft Office, Due Diligence, Auditing
Education
University of California, Santa Cruz 1988 — 1990
B.A., Art History & Psychology
University of California, Berkeley 1999 — 1999
Graphic Design Certificate Program
Wells Fargo January 2013 - Present
Wells Fargo June 2006 - January 2013
Wells Fargo February 2003 - June 2006
Leather International August 2001 - February 2003
Cisco Systems November 1998 - July 2001
Skills
Networking, Payments, Start-ups, Product Management, Credit Cards, Cloud Computing, Project Management, Unix, Security, Data Center, Management, Virtualization, Cisco Technologies, Banking, Program Management, Vendor Management, Business Analysis, Product Marketing, Product Development
Education
University of California, Berkeley 1993 — 1997
Bachelors, Business & Economics
University of California, Santa Cruz
Certificate, Project Management and E-Business
Visa
Visa Bank Card School
Wells Fargo August 2014 - Present
Net Impact Berkeley Undergrad January 2013 - May 2014
Wells Fargo May 2013 - August 2013
California Plug Load Research Center September 2011 - September 2012
UCI Baha'i Club September 2010 - June 2012
Bahá'í Faith January 2006 - January 2012
UCI Peer Conduct Board September 2010 - June 2011
Ruth Denburg May 2009 - September 2010
Palisades Charter High School September 2007 - June 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Matlab, Data Analysis, Microsoft Word, Project Management, Public Speaking, Java, Business Strategy, AutoCAD, Customer Service, Strategic Planning, Event Planning, Process Improvement, Social Media, Treasury Management
Education
UC Berkeley 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Environmental Economics
UC Irvine 2010 — 2012
Bachelor of Arts (B.A.), Business Adminstration
UC Irvine 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Mechanical Engineering
Bank of the West April 2015 - September 2015
RBC July 2014 - December 2014
Federal Home Loan Bank of Des Moines July 2012 - June 2014
Wells Fargo March 2012 - July 2012
Ernst & Young March 2011 - March 2012
Calypso Technology March 2009 - March 2011
Calypso Technology September 2006 - March 2009
Investors Bank & Trust June 2005 - August 2006
Skills
Calypso, FX Options, Corporate Actions, Account Reconciliation, Derivatives, Fixed Income, Swaps, Middle Office, Back Office, Equities, Capital Markets, Financial Markets, Bloomberg, Options, Front Office, Dimension, Trading Systems, Credit Derivatives, FX trading, Interest Rate..., Bonds, Trading, Business Analysis, Management
Education
University of California, Berkeley 2009 — 2009
PMP Certification, Project Management
University of California, Davis 2001 — 2005
BA, Economics, Managerial Economics
Wells Fargo September 2013 - Present
OptumRx December 2012 - August 2013
Wells Fargo May 2006 - December 2012
Wells Fargo May 2005 - April 2006
Wells Fargo August 2003 - April 2005
Wells Fargo June 2000 - July 2003
Wells Fargo October 1998 - December 1999
Skills
Project Management, Financial Services, Acquisition Integration, Process Improvement, Business Analysis, Financial Modeling, Cross-functional Team..., Program Management, SDLC, Product Management, Financial Analysis, Risk Management, Requirements Gathering, Forecasting, Business Development, Six Sigma, Call Centers, Leadership, Integration, Business Process, Mergers & Acquisitions, Analytics, Project Planning, Access
Education
University of Southern California - Marshall School of Business 2007 — 2010
MBA, Strategic Management and Consulting
University of California, Berkeley 1997 — 2001
BA, Economics & Psychology
Citi Private Bank September 2013 - August 2015
Wells Fargo May 1987 - June 2013
Skills
Portfolio Management, Wealth Management, Investments, Asset Allocation, High Net Worth..., Estate Planning, Financial Services, Banking, Asset Management, Private Banking, Investment Management, Wealth, Investment Advisory, Commercial Banking, Retirement Planning, Alternative Investments, Series 7, Wealth Management...
Education
University of California, Berkeley 1974 — 1978
B.A., Political Science
Bank of America June 2015 - Present
Santander Bank, N.A. September 2014 - June 2015
Wells Fargo July 2013 - September 2014
Union Bank 2011 - 2013
Skills
Mathematics, Analytics, Derivatives, Quantitative Finance, Time Series Analysis, Fixed Income, Trading, Quantitative Analysis, Statistics, VBA, Market Risk, Risk Management, R, SAS, Bloomberg, Matlab, Capital Markets, Statistical Modeling, Financial Modeling, Credit Risk, Basel II, Econometrics, Modeling, C++, Finance, Economics, Banking, Basel III, Risk Models
Education
University of California, Berkeley
B.A., Mathematics, Practice of Art
University of California, Los Angeles
Ph.D, Mathematics
First Republic Bank March 2015 - Present
Moody's Corporation March 2014 - March 2015
Kaiser Permanente January 2012 - December 2013
Wells Fargo September 2003 - January 2012
Skills
Performance Consulting, Needs Analysis, Training Delivery, Learning Management, Performance Management, Leadership Development, Onboarding, Virtual Facilitation, Adult Learning Theory, Course Evaluation, Train the Trainer..., Personality Styles, StrengthsFinder, Strengths Development, Personal Coaching, Executive Team Coaching, 360 Assessments, Achieve Global Certified, Training Leadership, Situational Leadership, DISC Profiling, Change Management, Large-scale Change, Banking, Healthcare, Training, Performance Improvement, Coaching, Executive Coaching, Workforce Planning, Blended Learning, Organizational..., Employee Engagement, Organizational Design, Instructor-led Training, Talent Management, Instructional Design, Training Facilitation, Culture Change, Employee Training, Management Development, Conflict Resolution, Leadership, Management
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Sociology
squarepoet, inc. June 2011 - October 2013
Wells Fargo October 2012 - March 2013
SunRun June 2010 - February 2011
StubHub November 2006 - June 2010
StubHub November 2006 - January 2009
StubHub March 2006 - November 2006
Jamba Juice May 2004 - February 2006
Giant Robot Magazine + Stores November 2003 - February 2006
Plant Gene Expression Center - Hake Lab January 2005 - January 2006
UC Berkeley August 2001 - August 2003
Skills
Microsoft Office, Customer Service, Salesforce.com, Microsoft Excel, Social Media, Account Management, Data Analysis, HTML, Social Networking, Microsoft Word, Advertising, SQL, Quickbooks, User Interface Design, Bug Tracking, SharePoint, Training, Management, CRM, Marketing
Education
UC Berkeley
B.S., Genetics & Plant Biology
St. Ignatius College Preparatory
Diploma
Eye Virtual 2012 - Present
Wells Fargo January 2012 - Present
Look Talent 2010 - Present
BNI 2013 - 2014
Wells Fargo Bank September 2002 - September 2012
Modis International October 2000 - September 2001
Virtual Consulting January 2000 - September 2000
QRS January 1996 - January 2000
Skills
SharePoint, SDLC, CRM, Business Development, SaaS, Business Analysis, Business Objects, Customer Service, Relationship Management, Public Speaking, Document Management, Commercials, Management, Corporate Real Estate, Customer Relations, Commercial Real Estate, Voice Acting, Requirements Gathering, Integration, User Acceptance Testing, Salesforce.com, Salesforce.com..., Business Systems..., Tririga, SAP BI, SAP BW, SAP R/3, User Interface, Space Management, CAFM, Business Relationship..., Training & Development, Inside Sales, Training, Marketing, Vendor Management, Sales, Enterprise Software, Strategy, Business Intelligence
Education
University of California, Berkeley 1989 — 1994
Bachelor of Architecture (B.Arch.), Architecture
Menezes and Associates April 2009 - Present
HSBC November 1996 - March 2009
HSBC Card Services 1996 - 2009
HSBC Card and Retail Services 2006 - 2008
Wells Fargo September 1976 - May 1994
Crocker Bank 1976 - 1986
Skills
Credit Cards, Credit Risk, Financial Services, Retail Banking, Financial Risk, Banking, Portfolio Management, Risk Management, Credit, Financial Modeling, Finance, Strategy, Business Strategy, Analytics, Management Consulting, Credit Analysis, Payments, Commercial Banking, Consumer Lending, Fraud, Leadership, Mortgage Lending, Strategic Financial..., Loans, Relationship Management, Mergers & Acquisitions, Commercial Lending, Financial Analysis, Operational Risk
Education
University of California, Berkeley 1974 — 1976
MBA, Finance
St. Xaviers High School, Bombay 1954 — 1961
Wells Fargo March 2013 - Present
Shearman & Sterling 1999 - 2012
Supreme Court of California 1997 - 1997
Skills
Corporate Law, Securities Regulation, Corporate Governance, Securities, SEC filings, Investments, Joint Ventures, Mergers & Acquisitions, IPO, SEC, Licensing, Private Equity
Education
UCLA School of Law 1996 — 1999
J.D.
UC Berkeley 1991 — 1995
B.A.
TracFone Wireless May 2014 - Present
Astigarraga Davis January 2011 - May 2014
Kirkland & Ellis LLP February 2008 - December 2010
Wells Fargo July 2002 - June 2003
Education
University of Illinois College of Law 2004 — 2007
Juris Doctor
University of California, Berkeley 1998 — 2002
Bachelor of Arts, Political Science
Williams-Sonoma, Inc. March 2009 - Present
Independent Practice March 2008 - March 2009
Wells Fargo 2008 - 2009
Google January 2007 - March 2008
Visa September 2003 - September 2005
Visa September 2001 - September 2003
Visa USA 1989 - 2001
Skills
Payments, Risk Management, AML, CISSP, Financial Services, Enterprise Risk..., Operational Risk..., Mergers, Financial Risk, Governance, Sarbanes-Oxley Act, Business Continuity...
Education
University of California, Berkeley 1977 — 1980
Bachelor of Arts (B.A.)
Janus Technologies October 2013 - December 2014
Rakuten LinkShare December 2012 - October 2013
Berkshire Hathaway Homestead Companies May 2010 - October 2012
Blue Shield of California October 2009 - November 2009
eBay May 2009 - October 2009
Wal-Mart.com March 2008 - October 2008
Philip Services Corporation February 2007 - February 2008
Wells Fargo September 2006 - February 2007
AlphaSynergies INC. March 2005 - August 2006
Wells Fargo Bank February 1995 - April 2004
Skills
Agile Project Management, Agile Methodologies, Scrum, Software Project..., SDLC, Resource Management, Business Analysis, Release Management, Cross-functional Team..., Quality Assurance
Education
Leningrad Institute of Technology
MS
Project Management Institute
Project Management Professional
UC Berkeley
cPrime, California
Scrum Master Certification
Wells Fargo June 2013 - Present
SunPower Corporation January 2012 - March 2013
Firestarter Marketing November 2008 - February 2011
SendHerFlowers.com, Inc. January 2005 - April 2008
Autodesk, Inc. March 2002 - April 2004
Skills
Entrepreneurship, Global Marketing, Integrated Marketing, Product Marketing, Corporate Branding, Brand Loyalty, Brand Awareness, B2B Marketing, Marketing Strategy, Lead Generation, Marketing Communications, Product Management, B2B, Marketing Management, Strategy, Sales, Management, Leadership, International Marketing, Media Relations, Go-to-market Strategy, Business Strategy, Social Media Marketing, Start-ups, Marketing, Strategic Planning, Corporate Communications, Business Development, Social Media, Product Development, Competitive Analysis, Internal Communications, Strategic Partnerships, Online Marketing, Direct Marketing, Salesforce.com, Market Research, Email Marketing, Digital Marketing, Multi-channel Marketing, Brand Development, Online Advertising, SEM, Marketing Automation, SEO, Analytics, Demand Generation, CRM, Web Analytics, E-commerce
Education
Cal State University, Sonoma 1986 — 1990
BS, Business
UC Berkeley 1991 — 1992
Certificate Program, Marketing
Deep Blue Capital Management, L.P. October 2013 - Present
Atherton Lane Advisers, LLC September 2008 - Present
Viking Asset Management, LLC March 2007 - September 2008
Wells Fargo December 2004 - February 2007
Charles Schwab 1997 - 2004
Keesal, Young and Logan 1986 - 1997
Titchell, Maltzman 1985 - 1986
Drexel Burnham Lambert August 1982 - June 1985
Commodity Futures Trading Commission September 1978 - July 1982
Skills
Arbitration, Litigation, Contract Negotiation, Risk Management, Investment Advisory, Commercial Litigation, Civil Litigation, Securities, Compliance, Hedge Funds, Privacy, Derivatives, Securities Law, AML, Securities Regulation, OFAC, Financial Services, Series 65, FINRA, Due Diligence, Series 24, Trading, Broker-Dealer, Investment Advisers Act, Corporate Law, Asset Allocation, Legal Compliance, Investment Company Act, Corporate Governance, Alternative Investments, Mutual Funds, Asset Management, Anti Money Laundering
Education
University of California, Berkeley
Bachelor of Arts (B.A.)
University of California, Hastings College of the Law
Juris doctor
Sephora.com October 2012 - July 2013
TechSoup Global September 2011 - September 2012
Macys.com September 2008 - November 2010
Wells Fargo June 2007 - August 2008
Oracle Corporation September 2005 - May 2007
Innovative Interfaces June 2002 - August 2005
Skills
Requirements Gathering, Product Management, Agile, Usability Testing, Business Analysis, Web Applications, Business Process Design, Visio, Process Flow, Business Requirements, System Enhancements, Functional Design, Functional..., Website Development, Agile Methodologies, Enterprise Software
Education
University of California, Berkeley
BA, Sociology
University of California, Los Angeles
MLIS
Apple Computer August 2011 - Present
Wells Fargo May 2011 - August 2011
The North Highland Company September 2010 - May 2011
Wells Fargo July 2009 - September 2010
Kaiser Permanente February 2006 - February 2009
Wachovia Corporation April 2002 - October 2005
Wachovia Corporation December 1998 - April 2002
Wachovia Corporation November 1996 - December 1998
Accenture Consulting September 1994 - November 1996
Accenture Consulting September 1989 - September 1994
Skills
Risk Management, Program Management, Change Management, Cross-functional Team..., Process Improvement, Project Management, Operations Management, IT Management, Data Center, Business Intelligence, ITIL, Project Planning, Strategic Planning, PMP, Leadership, Strategy, Security, Management, Consulting, Business Strategy, Software Project..., Management Consulting, Budgets, Six Sigma, Project Portfolio..., Business Process..., Vendor Management
Education
University of California, Berkeley 1985 — 1987
BS, Business Administration
Citi June 2014 - Present
EMC Software & Services India Private Limited March 2011 - August 2013
Wells Fargo February 2010 - June 2010
Emami Limited May 2009 - November 2009
Anthem Worldwide (Schawk, Inc.) December 2006 - February 2008
Trumark Companies July 2005 - March 2006
Asha for Education August 2003 - December 2005
St. Vincent de Paul Society January 2004 - May 2004
Skills
Business Process..., Financial Analysis, Financial Reporting, Finance, Forecasting, Budgets, Business Process, ERP, Management, Accounting, Microsoft Excel
Education
University of California, Berkeley 2003 — 2005
Bachelor of Arts (B.A.)
San Ramon Valley High School 1998 — 2000
Wells Fargo December 2004 - March 2007
Bank of America January 2000 - September 2002
Bank of America 2000 - 2002
Charles Schwab 1997 - 2000
Education
University of California, Berkeley 1983 — 1987
University of San Francisco
MBA, Marketing
Wells Fargo Bank OwnerLoomba Consulting, Inc.Portfolio Lead for Educational Finance ServicesWells Fargo BankAugust 2010 - Present
Wells Fargo Bank June 2009 - Present
Wells Fargo Technoglogy Information Group 1997 - Present
Wells Fargo 1983 - Present
Education
University of California, Berkeley
Wells Fargo August 2004 - Present
Deloitte & Touche LLP June 2000 - April 2002
Foster Wheeler Environmental May 1999 - June 2000
Air Liquide America Corporation January 1996 - March 1999
Skills
Product Management, Competitive Analysis, Cross-functional Team..., Financial Services, Strategy, Business Analysis, Product Development, Product Marketing, Business Strategy, Process Improvement, Analysis, Project Management, Management
Education
University of Southern California - Marshall School of Business 2002 — 2004
Master of Business Administration (MBA)
University of California, Berkeley 1991 — 1995
Bachelor of Science
Wells Fargo July 2014 - Present
Wells Fargo January 2011 - July 2014
Wells Fargo November 2008 - January 2011
Wells Fargo November 2007 - November 2008
Pay By Touch June 2007 - November 2007
Pay By Touch May 2006 - June 2007
Pay By Touch September 2005 - May 2006
Skills
Bank Secrecy Act, AML, OFAC, Risk Management, Banking, Correspondent Banking, Investigative Research, Fraud, Operational Risk...
Education
University of California, Berkeley 2000 — 2004
Wells Fargo January 2004 - Present
Countrywide Security Corporation November 2002 - December 2003
Stanford University March 2000 - December 2003
Skills
Financial Risk, Risk Management, Fixed Income, Credit Risk, Financial Modeling, Credit, Portfolio Management, Banking
Education
University of Southern California 2000 — 2002
Master of Science (MS), Mathematical Finance
University of California, Berkeley
Bachelor of Arts (BA), Mathematics
Wells Fargo July 1991 - Present
Education
University of California, Berkeley 1987 — 1991
Senior Project Manager - Consultant March 2013 - Present
Palantir Technologies 2013 - 2013
BAE Systems 2011 - 2013
Mission Essential℠ 2011 - 2011
Defense Intelligence Agency 2009 - 2010
United States Special Operations Command (SOCOM) 2002 - 2008
Visa January 2000 - December 2001
Wells Fargo November 1996 - January 2000
Skills
Financial Modeling, Management Consulting, Analysis, Mergers & Acquisitions, Strategy, Active DoD Top Secret..., Project Management, Imagery Analysis, Management, Negotiation, Business Planning, Leadership, DoD, Program Management, Security Clearance, Business Intelligence, Strategic Planning, IT Management, Software Project..., Process Improvement, Integration, Cross-functional Team..., PMP, Counterintelligence, Special Operations, Risk Management
Education
University of California, Berkeley
Bachelor of Science (BS), Economics
Wells Fargo February 2015 - Present
Wells Fargo Bank May 2012 - January 2015
Wells Fargo Bank July 2008 - April 2012
Gap June 2005 - June 2008
Syntel November 2002 - June 2005
Infosys June 2000 - October 2002
Skills
SOA, IT Strategy, Java Enterprise Edition, Agile Methodologies, SDLC, Requirements Analysis, Architecture, Architectures, Java, Solution Architecture, UML, SQL, WebLogic, System Architecture, Objective-C, Mobile Applications
Education
University of California, Berkeley 2015 — 2018
Master of Business Administration (MBA)
University of Mumbai 1995 — 1999
Bachelors, Engineering
Wells Fargo December 2006 - Present
Nimblefish 2004 - 2005
Nimblefish 2004 - 2005
PeopleSoft 2001 - 2004
Fair, Isaac, Inc 1997 - 2000
Household Credit Services 1991 - 1994
Skills
Analytics, Product Management, Integrated Marketing, Digital Marketing, Direct Marketing, Lead Generation, Leadership, Marketing, Marketing Strategy, Email Marketing, Cross-functional Team...
Education
University of San Francisco 1999 — 2001
MA, Human Resources and Organizational Development
University of California, Berkeley 1986 — 1990
Wells Fargo 2005 - Present
Education
University of California, Berkeley
Cisco May 2014 - Present
Cisco Systems March 2012 - April 2014
Cisco Systems February 2010 - April 2012
Cisco Systems July 2008 - January 2010
Cisco Systems Inc. July 2007 - July 2008
Wells Fargo May 2001 - June 2007
Wells Fargo April 2000 - May 2001
Wells Fargo January 1998 - April 2000
Wells Fargo June 1996 - December 1997
Skills
Project Planning, Business Strategy, Strategic Planning, Business Transformation, Business Process..., Change Management, Real Estate, Financial Analysis, Communication, Commercial Banking, Investment Banking, Sales Management, Salesforce.com, Treasury Management, Risk Management, Onboarding, Six Sigma, Financial Forecasting, Managing Processes, Business Process Design, Problem Analysis, CRM Integration, Sales Process, Cross-functional Team..., Enterprise Software, Program Management, Sales Operations, Banking, Integration, Leadership, Process Improvement, Management, Training, Project Management, Mergers & Acquisitions, Software Project..., Executive Management, Forecasting, Business Development, Requirements Analysis, Vendor Management, Strategy, Go-to-market Strategy, New Business Development
Education
University of California, Berkeley
B.A., Interdisciplinary Studies
Danal, Inc. February 2015 - Present
Quri May 2014 - February 2015
Vindicia September 2012 - 2013
NextAxiom November 2011 - 2012
Serena Software April 2009 - June 2011
Hewlett-Packard January 2008 - March 2009
Pay By Touch January 2006 - January 2008
CyberSource 2004 - 2006
Wells Fargo April 2002 - December 2003
Reebok 1995 - 1998
Skills
SaaS, Solution Selling, Enterprise Software, Consultative Selling, Software Sales, Marketing, Software Development, Salesforce.com, Selling, Lead Generation, Leadership, Professional Services, Sales, Software Industry, Management, Strategic Partnerships, Cloud Computing, Team Motivation, Team Building, Teamwork
Education
University of California, Berkeley 1986 — 1990
BA, Legal Studies
Quest Diagnostics / Celera Corp. 2010 - Present
Celera Corporation 2008 - 2010
Novartis / Chiron 2004 - 2007
Wells Fargo June 2003 - August 2003
ReleaseNow.com July 2000 - June 2001
Skills
Biotechnology, Forecasting, Financial Modeling, Financial Analysis, Process Improvement, Essbase, Pharmaceutical Industry, Financial Reporting, Cross-functional Team..., Sarbanes-Oxley Act, Budgets, Strategic Planning, Biopharmaceuticals, Technology Transfer, Business Development, Variance Analysis, Analysis, Budget Process, Finance, Mergers, Personnel Supervision
Education
University of California, Berkeley
B.A., Biochemistry, MCB
University of California, Davis - Graduate School of Management
MBA, Finance
Wells Fargo 2007 - Present
Wells Fargo Funds Management April 2006 - May 2007
Piper Jaffray October 2005 - February 2006
Skills
project management, financial products..., financial modeling, performance attribution, discount cash flow (DCF), internal rate of return..., financial statement..., fixed income analysis, Business Requirements, Project Management, Finance, Negotiation, Asset Managment, Financial Services, Investments, Microsoft Excel, Social Media, Asset Management, Quality Assurance, Customer Service, Strategic Financial..., Change Management, Program Management, Cross-functional Team..., Vendor Management, Equities, Business Analysis, Mutual Funds, Financial Modeling, Budgets, Strategic Planning, Business Strategy, Microsoft Office, Business Development
Education
University of California, Berkeley 1992 — 1997
Bachelor of Science (BS), Environmental Economic Policy
Wells Fargo Finance ManagerBank of America1985 - 1998
Skills
Credit, Banking, Credit Analysis, Financial Analysis, Loans
Education
University of California, Berkeley 1985 — 1989
Wells Fargo June 2010 - Present
Brownstone Investment Co. April 2008 - June 2010
Buchanan Street Partners June 2004 - April 2008
Zortel Communications January 2002 - May 2004
SBC January 1987 - December 2001
AT&T 1983 - 1986
Skills
Financial Structuring, Financial Analysis, Investment Properties, Portfolio Management, Real Estate Economics, Due Diligence, Real Estate, Investors, Underwriting, Structured Finance, Selling, Investments, Real Estate Transactions, Management, Financial Modeling, Asset Management, Commercial Real Estate, Equities, Business Development, Disposition, Financial Services, Real Estate Development, Mortgage Lending, Loans, Commercial Lending, Finance, Commercial Mortgages, Real Estate Financing, Valuation
Education
University of California, Berkeley 1978 — 1982
Wells Fargo Bank November 1980 - August 2007
Wells Fargo 1980 - 2007
Education
University of California, Berkeley
Wells Fargo January 2002 - Present
Wells Fargo Bank 2002 - 2008
Skills
SDLC, Oracle, Databases, ETL, Data Warehousing, Data Modeling
Education
University of California, Berkeley 1997 — 2001
PwC April 2014 - Present
Wells Fargo May 2008 - March 2014
ArcSource Consulting Inc May 2007 - December 2008
Skills
Banking, Auditing, Financial Analysis, Financial Risk, Risk Management, Internal Controls, Financial Modeling, Accounting, Capital Markets, Finance, Internal Audit, Financial Services, Enterprise Risk..., Project Management, Analytics, Business Strategy
Education
University of California, Berkeley 2005 — 2008
Bachelor of Arts (B.A.), Economics, Honors
HFF June 2013 - Present
Allonhill August 2009 - January 2013
JP Morgan Chase / Washington Mutual December 2006 - February 2009
Clayton Fixed Income Services June 2005 - August 2006
Wells Fargo 2003 - 2004
Education
University of California, Berkeley 2009 — 2013
Certificate with Distinction, Accounting, 4.0
University of Denver - Daniels College of Business 2010 — 2012
MS, Real Estate and Construction Management
University of Colorado Colorado Springs 2001 — 2004
BS, Finance
Autodesk April 2014 - Present
Gap Inc. January 2012 - February 2014
Visa, Inc. January 2011 - December 2011
Wells Fargo March 2009 - October 2010
Vircon 2009 - 2010
Charles Schwab 2000 - 2008
Bank of America 1988 - 2000
Skills
Integration, Team Management, SDLC, Agile Project Management, Software Development, Quality Assurance, Agile Methodologies, Change Management, Scrum, Team Building, Data Warehousing, Leadership, Business Analysis, Software Project..., PMO
Education
University of California, Berkeley
Colon Cancer Coalition - Get Your Rear in Gear October 2004 - Present
Colon Cancer Coalition - Get Your Rear in Gear October 2004 - January 2014
Wells Fargo June 1993 - December 2008
National Fitness Campaign 1990 - 1992
Skills
Vendor Management, Leadership, Program Management, Recruiting, Marketing, SDLC, Management, Business Analysis, Enterprise Architecture, Customer Service, IT Strategy, Business Requirements, Process Improvement, Business Intelligence, Motivated self-starter, Volunteer Recruiting, Team Leadership, Event Planning, Team Building, Visio, Strategic Planning, Requirements Analysis, Relationship Management, Project Management, Business Development, Board Relations, Cross-functional Team..., Requirements Gathering, Time Management, CRM, Strategy
Education
University of Wisconsin-Madison 1982 — 1986
Communication and Media Studies
University of California, Berkeley
Charles Schwab April 2012 - April 2013
Charles Schwab June 2010 - August 2011
Wells Fargo June 2009 - April 2010
Charles Schwab July 2007 - December 2008
Wells Fargo December 2004 - March 2007
Skills
Product Management, Product Development, E-commerce, Customer Experience
Education
University of San Francisco - School of Management 1992 — 1994
M.B.A., Marketing
University of California, Berkeley 1983 — 1987
B.A., English
Wells Fargo VP- Wealth Management Trust and Investments & Charitable ServicesUS BankJanuary 2004 - March 2008
Education
University of California, Berkeley 1969 — 1973
AB, Architecture & Civil Engineering
Wells Fargo March 2011 - Present
Education
University of California, Berkeley
BA, French
Bank of the West December 2011 - Present
Wells Fargo May 2010 - November 2011
Washington Mutual Card Services June 2008 - October 2009
Washington Mutual Card Services March 1999 - June 2008
Skills
Oracle, Teradata, SAS, PL/SQL, Microsoft SQL Server, T-SQL, Data Analysis, Crystal Reports, Business Process, Data Modeling, Data Warehousing
Education
University of California, Berkeley 1994 — 1997
Bachelor of Arts, Music
SAS Institute
SAS Programming 1 and 2
Wells Fargo March 2013 - Present
Wells Fargo Bank November 2009 - Present
Wells Fargo Bank 2006 - 2011
Skills
Business Analysis, SDLC, Vendor Management, Requirements Analysis, Integration, Software Project..., Enterprise Architecture, Agile Methodologies, Requirements Gathering, Management
Education
University of California, Berkeley 2010 — 2013
Project Management, Project Management
Cal State Northridge
Bachelor's Degree, Communication and Media Studies
Cliff Consulting, Inc. September 1980 - Present
Clorox 2000 - 2012
Wells Fargo 1982 - 2010
Kaiser Permanente 2003 - 2004
Skills
program leadership, project managment, thought partnership, operations improvement, Project Management, Project Planning, Program Management, Leadership, Mergers & Acquisitions, Strategic Planning, Strategy, Management, PMO, Integration, Human Resources, Change Management, Operations Improvement, Consulting, Employee Benefits, Cross-functional Team..., IT Strategy, Vendor Management, Executive Management, Management Consulting, Business Transformation, Business Analysis, Process Improvement, Business Process...
Education
University of California, Berkeley 1978 — 1980
MBA, Finance, Applied Economics
Richmond Area Multi-Services July 2015 - Present
Private Practice June 2015 - Present
UCSF Trauma Recovery Center July 2014 - June 2015
Richmond Area Multi-Services September 2013 - July 2014
Mills College August 2012 - May 2013
Psychological Services Center October 2011 - May 2012
Wells Fargo August 2007 - August 2011
Skills
Psychodynamic..., Crisis Intervention, Clinical Research, Psychology, Leadership, Strategy, Analytics
Education
California School of Professional Psychology 2011 — 2015
Master’s Degree, Clinical Psychology
University of California, Berkeley 2003 — 2007
B.S., B.A., Business, Economics
Protiviti August 2015 - Present
First Republic Bank March 2011 - January 2015
Wells Fargo January 2008 - March 2011
Skills
Quality Center, Quality Assurance, Microsoft Excel, Visio, User Acceptance Testing, Risk Management, Banking, Internal Audit, Sales, Loans, Process Improvement
Education
University of California, Berkeley
Wells Fargo February 2011 - Present
Ameriprise Financial Services, Inc. September 2005 - January 2008
Ameriprise Financial Services, Inc. September 2005 - January 2008
Skills
Wealth Management, Banking, Mutual Funds, Strategic Financial..., Investments, Financial Analysis, Finance, Series 7, Portfolio Management, Relationship Management, Retirement Planning, Insurance, Loans, Credit, Mortgage Lending, Credit Analysis, Consumer Lending, Small Business Lending, Home Equity Lines of...
Education
UC Berkeley 2001 — 2005
Lending Club May 2015 - Present
Facebook April 2014 - April 2015
LendingClub June 2013 - April 2014
Sungevity August 2011 - June 2013
XOMA April 2011 - August 2011
Western Dental Services January 2010 - February 2011
East West Bank October 2009 - December 2009
UC Berkeley June 2007 - May 2009
Wells Fargo May 2008 - August 2008
Skills
Customer Service, Cross-functional Team..., PowerPoint, Management, Customer Satisfaction, Microsoft Office, Program Management, Data Analysis, Analysis, Microsoft Excel, Project Management, Operations Management, Highly detail oriented, Deadline Driven, Highly Organized &..., Finance Operations, Coordination, Compliance, Dependable Team Player, Team Management, Adobe Acrobat, Salesforce.com, Microsoft Word, Process Improvement, Market Research, Analytics, Cloud Computing, Sales, Leadership, Finance, Budgets, Competitive Analysis, Strategy, Financial Analysis, Financial Modeling, Business Strategy
Education
University of California, Berkeley 2005 — 2009
Bachelor of Arts, Economics
Mark Keppel High School 2001 — 2005
Wells Fargo September 2014 - Present
Wells Fargo September 2012 - March 2014
Wells Fargo Bank February 2010 - August 2011
Kaiser Permanente April 2007 - October 2009
Wells Fargo March 2005 - December 2007
Skills
Business Analysis, Project Management, Agile Methodologies, SharePoint, SDLC, Vendor Management, Software Project..., Requirements Analysis, Software Documentation, Program Management, PMO, Requirements Gathering, Project Portfolio..., PMP, Telecommunications, Analysis, IT Management, Business Process, Process Improvement, Quality Assurance, Business Intelligence
Education
University of California, Berkeley
BA, Writing/English
California Department of Public Health May 2014 - Present
Pacific Advisors June 2013 - Present
major corporations August 2007 - Present
Pacific Advisors 2013 - 2013
Wells Fargo August 2007 - March 2012
Glocker January 1999 - August 2007
Law Office of Catherine L.Hughes January 1989 - January 1996
Skills
Loans, Mortgage, Credit, Banking, Mortgage Lending, Hold Series 6, 63 and Life Insurance..., Hospitality, Customer Service, Sales Management, Cross Selling, Sales, Advertising, Writing, Research, Mortgage Banking, Asset Managment, Life Insurance, Financial Analysis, Call Center, Credit Analysis, Direct Sales, Team Building, Residential Mortgages, SBA, Merchant Services, Loan Origination, Strategic Planning, Finance, Relationship Management, Program Management, Licensing, Public Speaking, Lotus Notes, CRM, Building Relationships, Series 63, Real Estate, Contract Negotiation, Refinance, Customer Experience, Mutual Funds, Customer Satisfaction, Underwriting, FHA, Project Management, Portfolio Management, CA Insurance License, Licensed to Sell..., Investments
Education
University of California, Davis 2013 — 2013
Paralegal Certificate, Paralegal Studies
University of California, Berkeley
Bachelor of Arts (B.A.), History
Industry Intelligence Inc. May 2000 - Present
Wells Fargo 1998 - 2000
Miller Freeman 1996 - 1998
Skills
Business Intelligence, Web Development, Strategic Planning, Project Management, Business Strategy, Product Development, Business Development, New Business Development, Start-ups, Strategy, Infrastructure..., Data Analysis, VMware Infrastructure, Cisco Security, Oracle database, Network Architecture, IT Procurement, IT Business Strategy, Server Architecture, Network Administration, Solution Architecture, IT Solutions, Database Design, MySQL, VMware ESX, CRM Integration, Amazon EC2, Business Process, Database Administration, Business Analysis, Market Analysis, Amazon Web Services..., Data Center, Hybrid Cloud, Management, Technology Integration, Social Media, Network Security, Microsoft Exchange, Office 365, DNS management, Linux System..., Hardware Installation, Salesforce.com..., Management Consulting, Hardware Architecture, System Migration, SharePoint, IP VPN
Education
University of California, Berkeley 1992 — 1996
Wells Fargo May 2014 - Present
Limelight Networks February 2014 - May 2014
Wells Fargo December 2012 - February 2014
Brocade July 2010 - August 2011
First Data Corporation April 2010 - July 2010
Global Crossing July 2008 - January 2010
Global Crossing May 2002 - July 2008
Global Crossing October 2001 - May 2002
Lucent Technologies February 2000 - May 2001
Global Crossing August 1997 - January 2000
Skills
Juniper, BGP, IS-IS, OSPF, MPLS, Post-sale Support, Vendor Management, Cisco Technologies, Ethernet, Routing Protocols, Network Engineering, Data Center, Network Architecture, Cisco IOS, Routers, VoIP, Routing, TCP/IP, Brocade, Network Design, QoS, ISIS, IP, Switches, WAN, Network Security, Networking, Juniper Technologies
Education
University of California, Berkeley 1987 — 1992
B.A., Critical Studies
Wells Fargo April 2015 - Present
YP.COM October 2011 - April 2015
UC Berkeley Extension January 2013 - February 2013
UC Berkeley Extension September 2011 - November 2011
HOPS International Inc. February 2002 - October 2011
Geoworks November 1995 - February 2002
Laney College August 1995 - December 1995
UC Berkeley August 1992 - May 1994
Skills
Data Mining, SQL, Business Intelligence, Analytics, VBA, Statistics, Databases, R
Education
University of California, Berkeley
MA, Mathematics
University of California, Los Angeles
BS, Applied Mathematics
Stanford Graduate School of Business July 2015 - Present
Wells Fargo September 2008 - April 2015
Wells Fargo March 2008 - September 2008
Wells Fargo July 2006 - February 2008
Skills
Financial Analysis, Portfolio Management, Banking, Financial Modeling, Credit, Credit Analysis, Commercial Banking, Finance, Loans, Investments, Capital Markets, Valuation, Due Diligence, Building Relationships, Manage Client..., Underwriting, Management, Financial Services, Credit Risk, Risk Management, Treasury Management, Customer Service, Account Management, Accounting, Strategic Financial..., Payments, Sales, Corporate Finance, Strategy, Commercial Lending, Vendor Management, Strategic Planning, Cross Selling, Business Analysis, New Business Development, Relationship Management
Education
University of California, Berkeley, Haas School of Business 2004 — 2006
Bachelors of science, Business Administration
University of California, Berkeley 2002 — 2006
Bachelor of Arts (B.A.), Rhetoric
Fairway Independent Mortgage October 2014 - Present
Bridgeview Bank May 2014 - Present
mission hill mortage bankers 2012 - 2013
wells fargo January 2005 - December 2012
Skills
Credit, FHA, Loans, Banking, Mortgage Lending, Mortgage Banking, Credit Analysis, Selling, Finance, Real Estate, Refinance, Sellers, Referrals, USDA, Residential Mortgages, Investment Properties, Loan Origination, First Time Home Buyers, VA loans, Real Estate Financing, Investments, Real Estate Economics, Rates, Foreclosures, Underwriting, REO, Commercial Lending, Short Sales, Investors, Loss Mitigation, FHA financing, Real Estate Transactions, Commercial Real Estate, Condos, Brokerage, HUD, Commercial Mortgages, Residential Homes, Reverse Mortgages, Construction Loans, Single Family Homes, Relocation, Property, Real Property, New Home Sales, Certified Mortgage..., Listings, Appraisals, FHA Financing, Sales
Education
University of California, Berkeley 2000 — 2004
Bachelor of Business Administration (B.B.A.), Marketing
moreau high school 1994 — 1998
Barclays Capital July 2011 - Present
Wells Fargo February 2008 - June 2011
Deutsche Bank September 2006 - August 2007
Fannie Mae August 2005 - September 2006
Education
University of California, Berkeley 2001 — 2004
BA, Economics
U.S. Department of Labor June 2014 - Present
U.S. Bank February 2013 - July 2013
U.S. Bank November 2011 - March 2012
Bank of America July 2011 - October 2011
Wells Fargo April 2009 - July 2010
JC Penney September 2008 - March 2009
Kaiser Permanente June 2008 - September 2008
California Program of Opportunity and Equity September 2007 - May 2008
Chicana/Latina Student Development September 2007 - December 2007
Center for Latino Policy Research September 2007 - December 2007
Skills
Experience in..., Research, Customer Service, Public Policy
Education
University of California, Berkeley 2004 — 2008
BA, American Studies
University of San Francisco
Wells Fargo July 2013 - Present
Wells Fargo December 2010 - June 2013
Wells Fargo April 2010 - November 2010
Skills
Portfolio Management, Credit, Asset Management, Loan Servicing, Commercial Mortgages, Banking, Credit Analysis, Loans, Financial Analysis, Credit Risk, Financial Services, Finance, Microsoft Excel, Commercial Lending
Education
UC Berkeley
BA, Legal Studies
St. Ignatius
Alameda County Employees' Retirement Association July 2006 - Present
Wells Fargo June 2004 - May 2005
BlackRock February 2000 - December 2003
Skills
Investment Manager..., Investment Strategy..., Quantitative Investing, Pension Funds, Portfolio Management, Portfolio Optimization, Asset Allocation, Economic Research, Investment Research, Foreign Currency..., Real Estate Investing, Private Equity, Alternative Investments, Marketing Communications, Investment Commentary, portfolio compliance, Manage Client..., Client Relations Skills, Client Education, Client Presentation, Client Liason, Product Development, Project Management, Business Development, Financial Analysis
Education
Fuqua School of Business, Duke University
Master of Business Administration (M.B.A.)
University of California, Berkeley
Bachelor's Degree
Wells Fargo December 2003 - Present
Alibris April 1999 - August 2001
Getz Bros. & Co., Inc. October 1994 - April 1999
Skills
Finance, Business Analysis, GL, Microsoft Excel, macros, Account Reconciliation, Data Reconciliation, Data Research, Data Management, user-defined functions, forecast files, trend reporting, 3rd party validation, procedure documentation, query design, Loan Portfolio Analysis, Business Logic, Access Database
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Economics
Wells Fargo July 2007 - Present
Symposia Medicus July 2005 - June 2007
UC Berkeley, Bancroft Library November 2001 - May 2005
Education
University of California, Berkeley 2001 — 2005
Bachelor of Arts (BA), Double Major: English, Eastern Eurasian Topics