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
GM Financial August 2015 - Present
Wells Fargo September 2013 - August 2015
Georgia Department of Driver Services 2012 - 2013
Sixes Tavern 2010 - 2013
Cherokee County Board of Education August 2007 - 2012
Edward Jones 2002 - 2007
First North American National Bank 1998 - 2002
Kmart Corporation 1992 - 1998
Skills
Operations Management, Financial Analysis &..., Office Management, Schedule Management, Team Building &..., Regulatory Compliance, Activities Director, Restaurant Management, Human Resources..., Training & Development, Inventory Management, Customer Service, Customer-focused Service, Risk Management, Oral & Written..., Time Management, Team Leadership, Leadership, Team Building
Education
OXNARD HIGH SCHOOL 1989 — 1991
Diploma, General education
University of California, Los Angeles
GENERAL CORE EDUCATION, GENERAL CORE EDUCATION
Union Bank September 2011 - Present
Union Bank September 2010 - September 2011
Wells Fargo 1989 - 2010
Wells Fargo Bank 1989 - 2010
Skills
Banking, Commercial Banking, Credit, Retail Banking, Loans, Commercial Lending, Small Business Lending, Portfolio Management, Credit Analysis, Risk Management, Mortgage Lending, Consumer Lending, Relationship Management, Financial Services, Financial Analysis, Treasury Management, Private Banking, Wealth Management, Credit Risk, Loan Origination
Education
University of California, Los Angeles 1982 — 1986
Bachelor of Arts, Economics
SABEResPODER January 2009 - Present
San Antonio Hispanic Chamber of Commerce January 2012 - January 2013
Wells Fargo, Central TX Region November 2005 - December 2008
Wells Fargo January 2004 - April 2005
Latino Education Achievement Project (LEAP) September 2002 - January 2005
Skills
Public Speaking, Higher Education, Nonprofits, Spanish, Strategic Planning, Research, Entrepreneurship, Social Media, Fundraising, Strategic Partnerships, Marketing Strategy, Public Relations, Leadership, Community Outreach, Strategy, Youth Engagement, Social Networking, Global Strategy, Community Engagement, Community Development
Education
University of California, Los Angeles 1992 — 1997
Apple April 2014 - Present
Yodlee February 2012 - April 2014
Yodlee April 2007 - February 2012
Wells Fargo August 2002 - April 2007
UCLA April 2001 - July 2001
Nortel Networks June 2000 - December 2000
Skills
Java, Weblogic, JavaScript, Scalability, Tomcat, Performance Tuning, Unix, Shell Scripting, SOAP, Perl, Linux, HTML, Leadership, XML, JBoss Application Server, Software Development, Perforce, Foglight, Apache, Unity3D, SQL Tuning, Basketball, Java Performance, JProbe, Oracle SQL, MySQL, DevOps, Automation, Splunk, PHP, Jenkins, Bugzilla, LoadRunner, SiteScope, YSlow, Websphere, C++, Wily Introscope, Software Deployment, Web Development, iPhone Application..., Capacity Planning, Vice Presidents, Mathematics, Internet Banking, Nexus, Ant, Chef, Distributed Systems, Performance Management
Education
University of California, Los Angeles 1996 — 2001
Math Applied Computer Science with a Specialization in Programming, Computer Science
Wells Fargo October 2013 - Present
Wells Fargo January 2012 - October 2013
Wells Fargo August 2010 - December 2011
Skills
Banking, Credit, Loans
Education
University of California, Los Angeles 2002 — 2007
Charles Schwab July 2011 - September 2014
Wells Fargo October 2008 - July 2011
MRC Smart Technology Solutions, A Xerox Company November 2007 - May 2008
Skills
Client Development, Manage Client..., Retail Banking, Personal Financial..., Organization Skills, Multitasking Skills, Mentoring New Hires, Stocks, Wealth Management..., Close Attention to..., Business Writing, Investments, Time Management, Resiliency, Written Communication, Public Speaking, Marketing, Finance, Financial Services, Banking, Sales, Customer Service
Education
University of California, Irvine - The Paul Merage School of Business 2014 — 2016
Master of Business Administration (MBA)
University of California, San Diego 2003 — 2007
Bachelor of Arts (BA)
Corona del Mar High School 1999 — 2003
Deloitte September 2013 - Present
Towers Watson June 2012 - September 2012
Wells Fargo Advisors February 2011 - September 2011
Wells Fargo August 2008 - September 2011
Education
University of California, Los Angeles 2011 — 2013
Business Economics, Accounting Minor
JPMorgan Chase & Co. 2013 - Present
JPMorgan Chase 2010 - 2013
JPMorgan Chase & Co. 2009 - 2010
Various Non Profit organizations 2002 - 2009
Bank of America 1990 - 1991
Bank of America 1988 - 1989
Bank of America 1986 - 1987
Wells Fargo 1984 - 1986
Investment Mortgage International 1983 - 1984
Ralph Swany CPA 1981 - 1983
Skills
Loans, Financial Services, Banking, Credit Risk, Commercial Banking, Credit Analysis, Credit, Small Business Lending, Financial Analysis, Consumer Lending, Retail Banking, Finance, Risk Management, Management, Accounting, Mortgage Lending, Analysis, Financial Planning, Underwriting, Strategic Planning, Leadership
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics with a specialization in Business and Accounting
Eastdil Secured March 2013 - Present
Wells Fargo June 2007 - September 2010
Albertsons August 2006 - June 2007
Paramount's Great America May 2004 - June 2006
Skills
Sales, Customer Service, Cash Register, Outlook, Time Management, Microsoft Word, Customer Satisfaction, Data Entry, Cash Flow, Microsoft Excel, PowerPoint, Cashiering, Training, Recruiting, Employee Relations, Social Media, Team Building, Event Planning, Advertising, Marketing
Education
University of California, Los Angeles 2010 — 2012
Bachelor of Arts (BA), Psychology
West Valley College 2007 — 2010
Associate's degree in Liberal Arts with Honors
Wells Fargo April 2005 - Present
Skills
Risk Management, Portfolio Management, Financial Risk, Banking, Credit, Negotiation, Financial Analysis, Financial Services, Customer Service, Asset Management
Education
University of Notre Dame Law School 2000 — 2003
Juris Doctor
University of California, Los Angeles 1995 — 2000
Bachelor's degree, Sociology
Wells Fargo December 2014 - Present
HighMark Capital Management (Union Bank) 2006 - December 2014
Neurology Medical Center 2003 - 2006
Nicholas-Applegate Capital Management (currently Allianz Global Investors) 2001 - 2003
Morgan Stanley Dean Witter 2000 - 2001
Skills
Asset Managment, Portfolio Management, Investment Management, Alternative Investments, Investments, Asset Management, Investment Strategies, Mutual Funds, Asset Allocation, Wealth Management, Finance, Equities, Fixed Income, Trading, Hedge Funds, Bloomberg, Equity Research
Education
University of California, Irvine - The Paul Merage School of Business
M.B.A.
University of California, San Diego
Psychology & Economics
University of Reading
Psychology & Economics
DoubleDutch May 2015 - Present
Claraview June 2013 - May 2015
Wells Fargo September 2013 - January 2015
Williams-Sonoma, Inc. January 2012 - September 2013
Lunexa (acquired by Claraview) April 2010 - June 2013
Wells Fargo June 2010 - December 2011
JPL (NASA's Jet Propulsion Laboratory) April 2010 - June 2010
Hewlett-Packard March 2007 - April 2010
Chase March 2009 - March 2010
Fannie Mae January 2006 - November 2008
Skills
Ab Initio, Oracle, SQL, Autosys, Ksh, PL/SQL, Unix, Databases, MySQL, Linux, Data Warehousing, Integration, SDLC, Requirements Gathering, ETL, Data Modeling, Business Intelligence
Education
University of California, Los Angeles 2001 — 2005
Bachelor of Science, Electrical Engineering
Wells Fargo June 2014 - Present
Bank of America December 2011 - June 2014
Bank of America June 2011 - December 2011
Bresee-Warner October 2010 - June 2011
Skills
Project Management, Business Analysis, Operational Risk, Business Operations, Change Management
Education
University of California, Los Angeles 2007 — 2011
Bachelor of Arts (B.A.), Economics
Advancing The Seed, Inc. A 501(c)3 nonprofit organization August 2015 - Present
Advanced Business Strategies, LLC June 2015 - Present
Anthem, Inc. July 2011 - May 2015
Anthem, Inc. July 2008 - July 2011
Magic Johnson Enterprises June 2006 - June 2008
JPMorgan Chase (formerly Bear Stearns & Co.) April 2003 - July 2005
Crowell, Weedon & Co. October 2000 - April 2003
UBS (formerly PaineWebber) June 1999 - October 2000
Wells Fargo July 1997 - June 1999
Skills
Tax Preparation, Individual Returns, Small Business Tax, Corporate Tax, Forecasting, Budgets, Health Insurance, Financial Analysis, Business Planning, Financial Modeling, Cross-functional Team..., Competitive Analysis, Strategic Financial..., Finance, Employee Benefits, Accounting, Investments, Strategic Partnerships, Microsoft Excel, Strategic Planning, Insurance, Leadership, Management, Project Management
Education
University of Southern California 2007 — 2008
Masters in Business Taxation, Tax, Dean's List
University of Southern California - Marshall School of Business 2005 — 2007
MBA, Finance
University of California, Los Angeles 1995 — 1997
B.A., History/Business Administration
Foundation Bank June 2014 - Present
US Bank August 2011 - February 2014
US Bank September 2009 - September 2011
Northrim Bank March 2006 - April 2009
Banking August 1999 - March 2006
Wells Fargo May 1990 - August 1999
Skills
Commercial Banking, Commercial Lending
Education
University of California, Los Angeles 1986 — 1988
Psychology
Salesforce June 2015 - Present
salesforce.com May 2014 - Present
Smule June 2012 - January 2014
salesforce.com May 2013 - August 2013
Wells Fargo October 2010 - July 2012
Wells Fargo August 2009 - October 2010
Wells Fargo July 2008 - August 2009
Earthlink June 2007 - August 2007
UCLA Student Technology Center January 2005 - August 2007
Millcreek Academy November 2003 - June 2004
Skills
Data Analysis, Project Implementation, Product Management, Visio, Analysis, Project Management, SharePoint, Requirements Analysis, Process Improvement, Analytics, Video Editing, Audio Editing, User Experience, Usability, Mobile Applications, Usability Testing, Mobile Devices, User Interface Design, JavaScript, HTML, CSS, User Research
Education
University of California, Berkeley - School of Information 2012 — 2014
Master's degree, Information Management and Systems
University of California, Los Angeles 2004 — 2008
Bachelor's, Cybernetics w/ concentration in Applied Math
Mission San Jose High School 2001 — 2004
High School Diploma
Wells Fargo Home Mortgage October 2012 - Present
Wells Fargo Bank June 2012 - September 2012
Wells Fargo April 2011 - June 2012
Skills
Loans, Banking, Credit, Mortgage Lending, Loan Origination, Financial Analysis, Underwriting, Mortgage Banking, Refinance, Credit Risk, Finance, Residential Mortgages, Mortgage Underwriting, Jumbo Mortgage, Super Jumbo, Relationship Management, Investments
Education
UCLA 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
First Republic Bank June 2010 - Present
City National Bank March 2002 - June 2010
UBS 1994 - 2002
Wells Fargo 1988 - 1994
Skills
Wealth Management, Private Banking, High Net Worth..., Portfolio Management, Investments, Investment Advisory, Commercial Lending, Investment Management
Education
UCLA
PFP, Financial Planning and Services
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Communication and Media Studies
Anritsu May 2013 - Present
Wells Fargo January 2011 - May 2013
Wells Fargo March 2008 - December 2010
Wells Fargo 2005 - 2008
Wells Fargo 2002 - 2004
Skills
Software Project..., VBA, Process Improvement, Data Analysis, Access, Data Modeling, Business Process, Microsoft Excel, SharePoint, Salesforce, Management, Financial Modeling, Salesforce.com, Forecasting, Financial Reporting, Analysis, Finance, Strategy, Financial Analysis
Education
University of California, Los Angeles 1998 — 2002
B.S., International Economics
University of California, Los Angeles 1998 — 2002
Bachelor of Arts, History, 3.9
William Davidson Institute January 2012 - Present
The William Davidson Institute August 2007 - October 2011
Wells Fargo July 2009 - 2011
Wells Fargo August 2008 - July 2009
Bank of America May 2007 - August 2007
Orbitz March 2007 - May 2007
The Shanti Project March 2006 - April 2007
SOS Community Services September 2005 - August 2006
Pomona Valley Low-Income Services February 2004 - March 2005
Commerce One Global Services March 2000 - March 2003
Skills
Social Enterprise, Social Media, Non-profits, Research, Social Networking, Business Strategy, Social Entrepreneurship, Management Consulting, Strategy Development, Product Development, Product Management, Social Web, Web 2.0, Social Innovation
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA, Master of Business Administration
University of Michigan - School of Social Work 2005 — 2006
MSW, Master of Social Work
University of California, Los Angeles 1993 — 1998
B.S., Applied Mathematics and Business Economics
Sunny Hills High School
Experience Unlimited Anaheim Chapter January 2012 - September 2012
Wells Fargo March 2009 - May 2009
Wells Fargo May 2006 - March 2009
Wells Fargo Bank, OCA December 2003 - May 2006
Wells Fargo, South Coast Business Centre November 2001 - December 2003
Wells Fargo August 1998 - November 2001
Skills
Bilingual, English/Arabic, Fluent Written and..., Familiar with Microsoft..., word, internet navigation, Ability to Motivate..., Banking, Investments, Customer Relations, Problem Solving, Outlook, Time Management, Wealth Management, Customer Service, Teamwork, Loans, Coaching, Operations Management, Portfolio Management, Sales Management, Credit, Series 66, Cross Selling, Retail Banking, Private Banking, Deposits, Compliance
Education
University of California, Irvine 2008 — 2009
BA, Business Administration
University of Amman 1990 — 2004
Bachelor of Arts, Business Administration
Bank of America Merrill Lynch September 2015 - Present
Wells Fargo July 2013 - August 2015
InvisionHeart October 2012 - December 2013
Vanderbilt University August 2011 - May 2013
Wells Fargo June 2012 - August 2012
Enterprise Holdings Inc. January 2008 - February 2011
Mitsui & Co., Ltd. June 2006 - January 2008
Skills
Business Strategy, Risk Management, Valuation, Business Planning, Finance, Management, Mandarin, Business Development, Japanese, Financial Statement..., Due Diligence, Financial Analysis, Financial Accounting, Financial Modeling, SAS, Supply Chain Management, Operations Management, Process Improvement, Consulting, Game Theory, Accounting, Project Management, Excel, Yield Management, Technology, International Political..., Restaurant Management, Mergers & Acquisitions
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2013
Master, MBA - Finance, Accounting, Strategy
University of California, Los Angeles 2002 — 2007
BA, Japanese, Political Science (IPE, Game Theory)
Box September 2014 - Present
Box December 2011 - August 2014
Cisco Systems September 2009 - December 2011
Cisco June 2008 - September 2008
Wells Fargo June 2007 - September 2007
EMC June 2006 - September 2006
Skills
JavaScript, jQuery, Dojo, Linux, Agile, PHP, Smarty, CSS, HTML5, Git, HTML 5, Agile Methodologies, Web Development, Web Applications, Integration, MySQL, Programming, Media Queries, Ruby on Rails, AJAX, Software Engineering, Node.js, Chrome Extensions
Education
University of California, Los Angeles 2005 — 2009
B.S., Computer Science
Homestead High School 2001 — 2005
Wells Fargo December 2010 - Present
EliasPR October 2008 - December 2010
Washington Mutual 2005 - September 2008
Providian Financial 2000 - 2005
Hill & Knowlton 1989 - 1999
KYUU Radio 1982 - 1989
Skills
Executive Communications, Crisis Communications, Strategic Communications, Issues Management, Internal Communications, Strategic Media..., Social Media, Media Training, Communication Training, Integrated Marketing, Crisis Management, Radio Broadcasting, Public Relations, Sports Marketing, Public Affairs, Corporate Communications, Speech Writing, Marketing, Promotions, Sponsorship, Spokesperson, Media Relations, Marketing Communications, Media Studies, Radio Producing, Advertising, Journalism, Strategy, Community Development, Lobbying, Social Media Marketing, Investor Relations, Mergers, Business Development, Program Management, Management, Press Releases, Communications Planning, Leadership, Reputation Management, Marketing Strategy, Event Planning, Recruiting, Event Management, Video Production, Thought Leadership, Copywriting, Digital Marketing, Public Speaking, Strategic Thinking
Education
University of California, Los Angeles 1976 — 1980
Bachelor of Arts
Lynwood High School
Bank of the West July 2015 - Present
Bank of the West March 2013 - Present
Wells Fargo January 2010 - March 2013
Wachovia A Wells Fargo Company October 2007 - December 2010
Cingular January 2001 - September 2004
Skills
Customer Service, Compliance, Team Leadership, Strategic Leadership, Subject Matter Experts, HR Consulting, Strategic Consulting, Screening Resumes, Phone Screening, Interviewing Skills, Behavioral Interviewing, Persuasiveness, Service Level Agreements, Client Intake, Interviews, Project Management, Human Resources, Management, Talent Management, Payroll, Recruiting, Banking, Financial Services, Sales, Credit, Finance, Leadership, Relationship Management, Applicant Tracking..., Commercial Banking, Loans, Hiring, Temporary Placement, Retail Banking, Mortgage Lending
Education
University of California, Los Angeles 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Patrick Henry High School
Northwestern Memorial Hospital November 2014 - Present
Northwestern Memorial Hospital November 2014 - Present
Northwestern Memorial Hospital July 2014 - Present
Northwestern Memorial Hospital October 2013 - Present
UCLA School of Nursing April 2012 - June 2013
Four Seasons Hotels and Resorts January 2008 - July 2009
Wells Fargo August 2005 - October 2007
Skills
Direct Patient Care, Customer Service, Oral & Written..., Communication Skills..., Critical Thinking, Analytical Skills, Epic Systems, Limited Conversational..., Assessment Skills, Nursing Process, Nursing Education, Nursing, Nursing Care, Evaluation, Critical Care, Healthcare, Public Health, Health Promotion, ICU, Health Education
Education
University of California, Los Angeles 2011 — 2013
Master's Degree, Master of Science in Nursing
University of Georgia - Terry College of Business 2001 — 2004
Bachelor of Business Administration (BBA), Marketing
UCLA Health System April 2013 - Present
Zumba Fitness LLC August 2012 - Present
The Academic Advantage February 2013 - April 2013
Direct Mortgage Counseling June 2012 - November 2012
Wells Fargo April 2011 - May 2012
Progressive Learning, Supplemental Education Youth Program August 2010 - February 2011
Progressive Learning, Supplemental Education Youth Program August 2010 - February 2011
UCLA Student Affairs - Early Academic Outreach Programs September 2007 - June 2010
UCLA Early Care & Education September 2006 - December 2007
Skills
Office Management, Customer Service, Project Coordination, Academic Advising, Academic Tutoring, Human Resources, Community Outreach, Spanish, Brazilian Portuguese, Childcare, Zumba, Microsoft Applications, Higher Education, Teaching, Coaching, Event Planning, Nonprofits, Social Media
Education
UCLA 2006 — 2010
Bachelors of Arts, Portuguese, Education
Wells Fargo Bank January 2009 - Present
Wells Fargo Private Bank 2003 - Present
Wells Fargo 2003 - 2010
Skills
Wealth Management, Banking, Private Banking, Commercial Lending, Credit, Commercial Banking, Series 7, Loans, Small Business Lending, Credit Analysis, Portfolio Management, Wealth Management..., Financial Services, Mortgage Lending, Consumer Lending
Education
University of California, Los Angeles
IBM Research at Almaden September 2015 - Present
Wells Fargo July 2015 - September 2015
Kaiser Permanente September 2013 - May 2015
UnitedHealth Group September 2010 - September 2013
UCLA Health System October 2005 - August 2010
UCLA School of Medicine Los Angeles January 2003 - October 2005
Skills
Programming, Data Analysis, Report Development, Data Quality Control, Web Application Design, Statistical Modeling, Data Mining, Data Management, Java, Base SAS Certified, Python, VBA, Healthcare, Databases, Business Analysis, Analysis, SAS, Visio, Software Development, Data Modeling, SQL, Data Warehousing, SAS Base, SAS Programming
Education
University of California, Los Angeles 2000 — 2002
M.S., Computer Science
University of Miami 1998 — 2000
M.S., Mechanical Engineering
Pacific Life Insurance Company July 2015 - Present
Wells Fargo March 2014 - Present
Morgan Stanley Smith Barney August 2010 - March 2014
Transamerica January 2009 - August 2010
AllianceBernstein April 2006 - October 2008
Merrill Lynch April 2000 - April 2006
SunAmerica Inc 1998 - 2000
Education
University of California, Los Angeles 1995 — 1997
Washington Federal October 2013 - Present
Wells Fargo August 2009 - April 2012
Bank of America April 1994 - February 2009
Fuji Bank February 1993 - April 1994
Skills
Loans, Underwriting, Lines Of Credit, Credit Analysis, Commercial Real Estate, Real Estate Financing, Commercial Mortgages, Loan Origination, Financial Structuring, Financial Analysis, Real Estate Due..., Real Estate Transactions, Valuation, Real Estate Economics, Investment Properties, Commercial Lending, Commercial Banking, Small Business Lending, Middle Market, Treasury Services, Cash Flow Lending, Real Estate
Education
University of California, Los Angeles
Bachelors, Economics
Wells Fargo January 2013 - Present
American Bach Soloists September 1989 - Present
Sunrise Group, Ltd. May 1998 - July 2013
Visa May 2012 - September 2012
Blackhawk Network April 2011 - February 2012
The Shorenstein Company February 2010 - April 2010
Visa Inc. May 1998 - March 2009
AT&T July 1996 - May 1998
Informix Software April 1996 - July 1996
Sybase November 1995 - April 1996
Skills
Business Analysis, SDLC, Visio, Agile Methodologies, Agile Project Management, Solo Recitals, Process Improvement, Technical Writing, Program Management, Database Design, System Administration, Databases, Oracle, Singing, DB2, Lyric Soprano, Systems Analysis, Integration, Unix, Data Modeling, Business Requirements, Analysis
Education
University of California, Los Angeles
Computer Science
University of Southern California
B.A., Music
The IMS Company July 2011 - Present
90807 2014 - 2014
Wells Fargo March 2011 - June 2011
The Creative Group February 2011 - June 2011
Lakeshore Learning Materials June 2010 - October 2010
Sony Pictures Television October 2005 - 2009
Radio Disney Marketing - ABC Radio Networks April 2000 - April 2002
The Gary Group February 1997 - April 2000
B.D. Fox & Friends March 1996 - February 1997
Skills
Logo Design, Advertising, Graphics, Art Direction, Packaging, Brochures, Illustration, Inserts, Illustrator
Education
University of California, Los Angeles 1991 — 1995
BA, Design
Wells Fargo March 1993 - Present
Portland Metro Chapter-Public Relations Society of America 2005 - December 2014
IABC 1996 - 1998
Cedars-Sinai Medical Center 1990 - 1993
St. Vincent Medical Center 1989 - 1990
St. Vincent Medical Center 1989 - 1990
newspapers in California, Oregon and British Columbia 1979 - 1989
Kibbutz Harel September 1976 - May 1978
I. Feldman & Co. June 1976 - August 1976
Skills
Media Relations, Internal Communications, Speech Writing, Editing, Public Speaking, Strategic Counsel, Newsletter layout +..., News photography, Newsletters, Strategic Communications, Publicity, Corporate Communications, Communications Planning, Management, Photojournalism, Copywriting, Public Relations, Crisis Communications, Advertising, Journalism, Blogging, Publications, Press Releases, News Writing, Nonprofits, AP Style, Integrated Marketing, Web Content, Event Planning, Photography, Web Content Management, Social Networking, Content Development, Interviews, Copy Editing, Facebook, Leadership, Social Media Marketing, Crisis Management, Fundraising, Strategic Planning, Community Development, Marketing Communications, Social Media, Content Management, Corporate Social..., Event Management, Magazines, Content Strategy, Communication Training
Education
University of California, Los Angeles 1988 — 1989
professional designation, public relations
University of Missouri-Columbia 1973 — 1976
Bachelor of Journalism, news/editorial
Union Bank April 2014 - Present
Union Bank October 2013 - April 2014
Wells Fargo April 2013 - June 2013
Kaiser Permanente January 2011 - October 2012
Renewable Funding, LLC February 2010 - March 2010
Dolby September 2003 - May 2009
Skybridge International September 1997 - December 2000
Clorox April 1995 - April 1997
Walker Interactive Systems September 1992 - April 1995
Deloitte & Touche May 1988 - September 1992
Skills
Strategic Leadership, CRM, Software Development..., Project Management, Program Management, HRIS, ERP, Budgets, Forecasting, Contract Management, Business Strategy, Process Improvement, Management, Integration, Leadership, Information Technology, Agile Methodologies, SaaS, PMP, Business Intelligence, Outsourcing, Strategy, Start-ups, PMO, Project Planning, Analysis, ITIL, Software Development, Business Process, Vendor Management, Business Process..., Project Portfolio..., Cross-functional Team..., Consulting, Business Analysis, IT Strategy, SDLC, Enterprise Software, Software Project..., Change Management, Product Management, IT Management
Education
University of California, Los Angeles
BA, Economics, Cum Laude
SocialWellth June 2015 - Present
CIGNA Healthcare March 2011 - Present
CIGNA HealthCare January 2006 - March 2011
CIGNA HealthCare 2004 - 2005
CIGNA HealthCare 2003 - 2004
CIGNA HealthCare 2001 - 2003
CIGNA HealthCare 1996 - 2001
Cigna February 1992 - February 1996
Wells Fargo 1989 - 1990
Skills
Managed Care, Health Policy, Medicare, Health Insurance, Provider Relations, Healthcare Information..., Insurance, Healthcare, Disease Management, Employee Benefits, HIPAA, Healthcare Industry, Healthcare Management, Leadership, Management, Medicaid, Process Improvement, Program Management, Revenue Cycle, Strategy, Team Building, Utilization Management, Underwriting, Healthcare Consulting, Health Savings Accounts
Education
University of Virginia Darden School of Business 2008 — 2008
Advanced Leadership Program
University of California, Irvine - The Paul Merage School of Business 1998 — 2000
MBA, Health Care
University of California, Los Angeles 1987 — 1991
BA, Political Science
Northwestern Mutual February 2009 - Present
Vistage International March 2006 - March 2011
Preferred Bank December 2007 - October 2008
Mellon 1st Business Bank July 2000 - December 2007
Imperial Bank October 1998 - June 2000
Bank of America September 1989 - October 1998
Wells Fargo March 1985 - September 1989
Lloyds Bank California September 1979 - March 1985
Skills
To learn about my...
Education
University of California, Los Angeles 1974 — 1979
Bachelors of Arts, Psychology & Sociology: emphasis on organizational behavior, industrial psychology, group processes
Beverly Hills High School 1972 — 1974
Decasa Designs LLC August 2011 - Present
Wells Fargo June 1998 - February 2010
Skills
AutoCAD, SketchUp, Sketching, Interior Design, Construction Management, Color Theory, Open Space Planning, Renovation, Residential Homes, Architectures, Photography
Education
University of California, Los Angeles 2010 — 2011
2 yr Degree, Interior Design & Architecture
University of West Georgia 1994 — 1998
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wells Fargo Private Bank February 2014 - Present
Wells Fargo Private Bank September 2007 - January 2014
Wells Fargo 1996 - 2007
Bank of America 2004 - 2005
Skills
Private Banking, Portfolio Management, Wealth Management, Series 7, Banking
Education
University of California, Irvine 1998 — 2003
BS, Economics and Minor in Management
High School 1994 — 1998
Wells Fargo 1989 - Present
Education
University of California, Irvine 1986 — 1988
BS
Western Union January 2015 - Present
Minty Fresh August 2014 - December 2014
Groundwork Strategy & Design February 2011 - December 2014
Wells Fargo July 2013 - August 2014
Western Union Digital Ventures December 2012 - June 2013
Blue Shield of California July 2012 - November 2012
AAA Northern California, Nevada & Utah September 2008 - April 2011
Visa Inc. July 2007 - April 2008
California State Automobile Association (AAA) March 2006 - January 2007
McAfee August 2005 - March 2006
Skills
Content Strategy, User Experience, SEO, Interaction Design, Marketing Communications, Information Architecture, E-commerce, Integrated Marketing, Brand Development, Content Management, Web Analytics, New Media, Mobile Devices, Project Management, Product Marketing, Digital Strategy, Mobile Applications, Start-ups, Graphic Design, Web Development, Strategy, Marketing, Newsletters, User Interface, Publishing, Multimedia, Digital Marketing, Digital Media, Email Marketing, Content Development, Usability, User Interface Design, Web Content Management, Google Analytics, Online Marketing, Brand Management, Leadership
Education
University of California, Los Angeles
BA, European History
Santa Catalina School
Jobs In Banking October 2005 - Present
Citibank July 2001 - September 2005
Washington Mutual December 1995 - June 2001
Bank of America August 1988 - November 1995
Wells Fargo May 1983 - July 1988
Education
University of California, Los Angeles 1981 — 1986
Public Administration
Huntington National Bank 2012 - Present
Wells Fargo 2010 - 2011
Wells Fargo 2007 - 2010
KJHS 2004 - 2005
Mindfabric, Inc 2004 - 2004
Bank of America 1994 - 1999
Skills
Financial Analysis, Forecasting, Financial Modeling, Product Management, Business Analysis, Process Improvement, Change Management, Business Strategy, Management, Finance, Leadership, Banking, Pricing Analysis, Business Strategy..., Team Building & Team..., P&L Management, Start-ups, Business Planning, Business Development, Analysis, Strategic Financial...
Education
University of Southern California - Marshall School of Business
MBA, Accounting & Management Information Systems
University of California, Los Angeles
Bachelor of Arts, Social Psychology
Union Bank July 2013 - Present
Union Bank May 2003 - Present
Union Bank May 2003 - September 2010
California Bank & Trust February 1999 - April 2003
Union Bank March 1998 - February 1999
Manufacturers Bank March 1996 - March 1998
Wells Fargo March 1994 - March 1996
Metropolitan Service Corporation August 1991 - March 1994
Skills
Strategic Planning, Sales Management, Business Relationship..., Private Equity, Finance, Financial Modeling, Business Strategy, Credit, Risk Management, Portfolio Management, Business Planning, Budgets, Forecasting, Account Management, Corporate Finance, Asset Based Lending, Negotiation
Education
University of California, Los Angeles 1986 — 1991
BA, Economics
Wells Fargo January 2013 - Present
Merrill Lynch February 2011 - December 2012
Wells Fargo Home Mortgage October 1998 - February 2006
Wells Fargo Bank August 1994 - June 1997
3M Co. September 1981 - April 1985
Skills
Retirement Planning, Mortgage Lending, Loans, Investments, Credit, Retirement, Wealth Management, Wealth, Financial Analysis, Small Business, Due Diligence, Microsoft Excel, Data Analysis, Medical Devices, Microsoft Office
Education
University of California, Los Angeles 1974 — 1979
B.A., Microbiology
Wells Fargo Finance ManagerWells Fargo2000 - 2008
Education
University of California, Los Angeles 1987 — 1991
BA, History
University of California, Los Angeles 1987 — 1991
Fremont HS 1983 — 1987
PCS February 2008 - Present
Wells Fargo October 2007 - January 2008
E*TRADE Financial December 2006 - April 2007
Education
University of California, Los Angeles
Engineering
Bank of America Merrill Lynch June 2010 - Present
Banc of America Investment Services, Inc May 2003 - June 2010
London Pacific Advisors November 1999 - June 2003
Prudential Securities June 1998 - November 1999
Wells Fargo September 1992 - June 1998
Skills
Securities, Series 7, Operations Management, Risk Management, Series 63, Wealth Management, Investments, Asset Allocation, Banking, Asset Management, Equities
Education
University of California, Los Angeles 1982 — 1985
Microsoft October 2013 - Present
Microsoft March 2011 - October 2013
Microsoft July 2010 - March 2011
Wells Fargo July 2008 - August 2009
Rain or Shine Sunglasses January 2004 - May 2006
Skills
Financial Modeling, Cross-group..., Analysis, Financial Analysis, Strategic Planning, Process Improvement, Forecasting, Business Analysis, Business Strategy, Budgets, Business Process..., Competitive Analysis, Business Planning, Strategy, Team Leadership, Cross-functional Team..., Finance, Leadership, Time Management, Management, Team Building
Education
University of Nevada-Reno 2009 — 2011
Master of Business Administration (M.B.A.)
University of California, Los Angeles 2005 — 2008
B.A. Political Science
Private Trust September 2012 - Present
Chase April 1995 - May 2012
Wells Fargo April 1985 - March 1995
Skills
Business Development, Sales Management, Project Management, Marketing Strategy, Training & Development, Commercial Banking, Treasury Management, Retail Banking, SBA, Regulatory Compliance, Internal Audit, Financial Services
Education
University of California, Los Angeles 1977 — 1981
Communications, Mass Communication/Media Studies
Verengo Solar March 2015 - Present
Wells Fargo May 2014 - February 2015
Enterprise Rent-A-Car November 2012 - May 2014
Concerned Black Men of Los Angeles September 2011 - August 2012
SEIU ULTCW June 2011 - August 2011
UCLA Parking Services June 2010 - June 2011
UCLA Students Heightening Academic Performance through Education September 2009 - June 2010
GameStop November 2007 - July 2008
Cold Stone Creamery July 2006 - July 2008
Skills
Recruiting, Interviews, Applicant Tracking..., Human Resources, Public Speaking, Microsoft Office, Customer Service, Sales, Social Media, Training, Community Outreach, Leadership, Management, Customer Satisfaction, Cold Calling, Youth Programs, Nonprofits, Marketing, Youth At Risk, Salesforce.com, Youth Development, Profit, Communication, Sales Process, Phone Screening, PowerPoint, Microsoft Word, Microsoft Excel, Social Networking, Sourcing, Car Rental, Instagram, Creative Writing, Tutoring, Workshop Facilitation, Corporate Recruiting, Logistics, Loss Prevention, Non-profit Leadership, Youth Mentoring, Youth Empowerment, Interpersonal..., Workshop Presentation, Facebook, Program Development, Higher Education, Editing, Teaching, Leadership Development
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General
Wells Fargo December 2010 - Present
The Walt Disney Company August 2006 - February 2008
Ingram Micro January 2001 - January 2002
Ingram Micro February 1999 - January 2001
Deloitte & Touche July 1997 - December 1998
Skills
Forecasting, Product Management, Financial Analysis, Budgets, Relationship Management, Strategic Planning, Competitive Analysis, Cross-functional Team..., Financial Modeling, P&L Management, Strategic Partnerships, Analytics, Process Improvement, Business Strategy, Business Development, Strategy, Product Marketing, Executive Management, Business Planning, Management Consulting, Management
Education
University of California, Irvine - The Paul Merage School of Business 1995 — 1997
MBA
Riverside Poly
Riverside Poly
Riverside Poly
University of California, Riverside
BS
WELLS FARGO BANK September 2014 - Present
Wells Fargo October 1999 - September 2014
Wells Fargo January 1994 - December 1998
Wells Fargo May 1992 - December 1993
Wells Fargo August 1990 - April 1992
Bank of America March 1987 - August 1990
Bank of America November 1985 - February 1987
Skills
Analytics, Banking, Strategy, Management
Education
University of California, Los Angeles
Bachelor of Science (B.S.), Economics/Systems Science
Collabera June 2015 - Present
El Rancho Dolores Motel March 2011 - Present
Wells Fargo November 2012 - April 2015
Holiday Inn Express June 2010 - September 2010
Skills
Store Vision Teller..., Microsoft Office, Microsoft Excel, Microsoft Word, Outlook
Education
UCLA 2007 — 2011
B.A. in Political Science, International Relations
Creative Presentations January 1995 - Present
Wells Fargo June 2014 - Present
Oracle August 2013 - Present
Skills
Live Events, Entertainment, Event Marketing, Production Management, Corporate Events, TV production, Webcasting, Media Production, Video Production, Experiential Marketing, Television Production, Creative Services, Content Development, Video, Product Launches, Special Events, Television, Production, Streaming Media, Digital Media, New Media, Viral Marketing, AV, Broadcast, Film Production, Event Management, HD, Trade Shows, Guerrilla Marketing, Creative Direction, Creative Development, Post Production, Media & Entertainment, Web Video, Film, Audio, Social Media Marketing, Brand Awareness, Social Networking, Script, Sound, Event Planning, Multimedia, Content Creation, Online Video, Digital Video, Video Editing, Creative Strategy, Storytelling, Documentaries
Education
UCLA MFA Television and Motion Pictures
M.F.A., Master of Fine Arts: Television and Motion Picture Production
UC Irvine November 2014 - Present
UC Irvine June 2014 - Present
UC Irvine June 2014 - Present
Wells Fargo June 2015 - Present
UC Irvine March 2013 - October 2014
Shenyin Wanguo Securities (HK) Ltd August 2013 - September 2013
Skills
Team Leadership, Banking, Financial Analysis, Stock Market Analysis, Leadership, Communication, Options, Investment Banking, Auditing, Financial Accounting, Management Accounting, Organizational Behavior, Corporate Finance, Information Technology
Education
University of California, Irvine - The Paul Merage School of Business 2012 — 2015
Bachelor's Degree, Business Administration, Accounting and Finance, 4.0 GPA
Wells Fargo July 2007 - Present
US Trust June 1994 - July 2007
First Interstate July 1991 - June 1994
Wells Fargo April 1987 - May 1991
Skills
Estate Planning, Wealth Management, Asset Allocation, Investment Advisory, Retirement Planning, High Net Worth..., Retirement, Asset Management, Wealth Management..., Alternative Investments, Wealth, Investment Strategies, Mutual Funds, Investment Management, Portfolio Management
Education
Pacific Coast Banking School
UCLA
Bachelor of Arts (B.A.), Political Science and Government
Osterweis Capital Management June 2015 - September 2015
Wells Fargo February 2015 - February 2015
Premier Staffing Inc. June 2014 - August 2014
The MAJOR Fund January 2014 - June 2014
UCLA Department of Urology October 2013 - June 2014
Bank of America July 2013 - August 2013
Mathnasium - The Math Learning Center April 2013 - June 2013
California Film Institute October 2012 - December 2012
Skills
Research, Customer Service, Social Media, Teamwork, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Community Outreach, Leadership, Social Networking
Education
University of California, Los Angeles 2013 — 2017
Pfizer July 2015 - Present
domiNate Fitness January 2013 - Present
Wells Fargo July 2012 - January 2013
We Speak English Project November 2011 - November 2012
Habitat for Humanity Detroit October 2006 - June 2009
Skills
Accounting, Critical Thinking, Problem Solving, Creative Writing, Creative Thinking, Collaborative Problem..., Financial Modeling, Business Analysis, Quantitative Analytics, Deductive Reasoning, Marketing, Nonprofits, Leadership, Strategic Planning, Management Consulting, Strategy, Public Speaking, Sales, Customer Satisfaction, Entrepreneurship, Microsoft Word, PowerPoint, Social Media, Microsoft Excel, Microsoft Office
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Philosophy
Wells Fargo Home Mortgage August 2003 - Present
Wells Fargo August 2003 - May 2011
Education
UCLA 2000 — 2002
Bachelor of Science, Anthropology
University of California, Los Angeles
Bachelor of Science (BS), Anthropology
SchoolsFirst Federal Credit Union August 2011 - Present
Wells Fargo April 1999 - May 2011
Skills
Loans, Leadership, Banking, Consumer Lending, Risk Management, Financial Analysis, Customer Service, Team Building, Training, Budgets, Analysis, Management, Strategic Planning, Process Improvement, Change Management, Account Management, Microsoft Excel, Team Leadership, Credit Unions
Education
Brandman University, Part of the Chapman University System 2012 — 2015
Master of Business Administration (M.B.A.)
UCLA 1997 — 1999
Bachelor of Arts (B.A.), Political Science
RBC Wealth Management 2008 - Present
A.G. Edwards & Sons, Inc. 2003 - 2008
Wells Fargo 1998 - 2003
Oppenheimer & Co. 1992 - 1998
Skills
Understanding Client..., Listening, Institutional Money..., Bond Portfolios, Evaluating Financial..., Developing Risk Profiles, Investment Policy..., Asset Allocation Models
Education
Accredited Investment Fiduciary (AIF®)
CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®)
Certified Investment Management Consultant (CIMC®)
UCLA
Bachelor of Arts - Psychology
USC Marshall School of Business
Master of Business Administration - Emphasis in Finance
California Republic Bank, Auto Division November 2014 - Present
Meritus Payment Solutions June 2013 - November 2014
Wells Fargo December 2012 - April 2013
Century Business Solutions August 2012 - October 2012
Swatch Group January 2010 - June 2010
Explore Scientific June 2007 - July 2007
Skills
Sales, Microsoft Excel, Customer Service, Economics, Data Analysis, Time Management, Outlook, Microsoft Word, PowerPoint, Eviews, Data Entry, Account Reconciliation, Social Media, Sales Management, Microsoft Office, Social Networking, Event Planning, Risk Management, Risk Analysis, Financial Risk, Merchant Services, Chargebacks, Credit Card Fraud, Credit Risk
Education
Western Governors University 2014 — 2016
BS, Information Technology, Software Development
UC Irvine 2008 — 2012
Bachelor of Arts (B.A.), Economics
RBC Dominion Securities 2008 - Present
A.G. Edwards & Sons 2003 - 2008
Wells Fargo 1998 - 2003
Wealth Management Group at Oppenheimer & Co 1992 - 1998
Skills
Institutional Money..., Bond Portfolios, Listening, Evaluating Financial..., Developing Risk Profiles, Investment Policy..., Asset Allocation Models, Understanding Client..., Wealth Management, Finance, Financial Services, Investments
Education
USC Marshall School of Business 1989 — 1992
Master of Business Administration - Emphasis in Finance, Finance
UCLA 1976 — 1979
Bachelor of Arts - Psychology, Psychology
Accredited Investment Fiduciary (AIF®)
CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®)
Certified Investment Management Consultant (CIMC®)
Citizens Bank November 2014 - Present
U.S. Bank October 2013 - November 2014
Northern Trust April 2011 - November 2013
Citicorp, N.A. / GE Capital 1997 - 2010
Sanwa Bank (now Bank of the West) January 1994 - July 1997
Wells Fargo 1991 - 1994
Security Pacific Corporation 1987 - 1990
FC Lugano 1983 - 1985
Skills
Commercial Banking, New Business Development, Portfolio Management, Risk Assessment, Financial Analysis, Financial Risk, Financial Structuring, Financial Reporting, Internal Audit, Compliance, Risk Management, Private Banking, Credit Risk, Credit Analysis, Relationship Management, Commercial Lending, Credit, Investments, Commercial Mortgages, Middle Market, Banking, Corporate Finance, Underwriting, Valuation, Loans, Small Business Lending, Due Diligence, Financial Modeling, Construction Loans, Finance, Business Development, Asset Management, Mortgage Lending, Treasury Management, Wealth Management, Financial Services, Capital Markets, Strategic Financial..., Asset Based Lending, Financial Planning
Education
University of California, Irvine 1985 — 1987
BS, Economics/Finance
Bank of the West August 2014 - Present
Office of the Comptroller of the Currency June 2013 - August 2014
Wells Fargo September 2012 - June 2013
Wells Fargo November 2011 - September 2012
First Hawaiian Bank March 2010 - August 2011
Hawaii Behavioral Health June 2009 - March 2010
Skills
Financial Analysis, Finance, Banking, Credit Analysis, Risk Management, PowerPoint, Accounting, Analysis, Quality Assurance, Covenant Compliance, Credit, Financial Risk, Customer Service, Business Strategy, Sales, Access, Commercial Banking, Data Analysis, Financial Modeling, Managerial Finance, Operations Management, Business Analysis, Process Improvement, Microsoft Excel, Loans, Commercial Lending, Regulatory Affairs, Stress Testing, Bank Secrecy Act, Corporate Governance, Internal Controls, Leadership, Credit Risk, Financial Services, Microsoft Office, Management, Corporate Finance, Auditing, Retail Banking, Internal Audit, risk, CCAR, Dodd-Frank
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance
University of Hawaii at Manoa 2004 — 2009
BA, Psychology
Wells Fargo March 2012 - Present
Bank of America February 2011 - March 2012
Green Tree Servicing October 2009 - November 2010
Chase Bank June 2005 - September 2009
Hart, King & Coldren May 1995 - June 2005
Skills
Loans, Mortgage Lending, Portfolio Management, Financial Analysis, Investments, Credit Analysis, Risk Management, Mortgage Banking, Financial Modeling, Loan Origination, Refinance, Credit, Credit Cards, Loss Mitigation, Underwriting, Finance, Customer Service
Education
University of California, Los Angeles 1985 — 1988
Bachelor's degree, Business Administration and Management, General
Wells Fargo August 2015 - Present
Taggle Corporation September 2012 - Present
Related Companies 2014 - September 2014
Cushman & Wakefield June 2013 - September 2013
Skills
Business Strategy, Start-ups, Business Planning, Financial Modeling, Entrepreneurship, New Business Development, Budgets, Business Development, Leadership, Financial Analysis, Strategic Planning, Negotiation, Strategy, Strategic Financial...
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Economics, Minor in Urban Planning
Bank of the West March 2012 - Present
Wells Fargo January 2010 - March 2012
Wachovia, A Wells Fargo Company August 2006 - January 2010
Washington Mutual Bank October 2000 - August 2006
Bank of America 1998 - 2000
Skills
Coaching, Talent Acquisition, Performance Management, Employee Engagement, Banking, Full-cycle Recruiting, Salary Negotiation, Workforce Planning, Recruitment/Retention, Talent Management, Applicant Tracking..., Interviewing, Hiring, Sourcing, Compensation, Direct Sourcing, Cold Calling, Resume Writing, PeopleSoft, Succession Planning, College Recruiting, Vendor Management, Compliance, Executive Search, Mentoring, Team Building, Employment Law, Process Improvement, Talent Development, Management Consulting, Career Counseling, Team Leadership, Leadership Development, Mergers, New Business Development, Strategic Sourcing, Mortgage, Change Management, HR Strategy, Recruiting, Mortgage Lending, Social Networking, Social Media, Deferred Compensation, Interviews, Benefits Negotiation, SDLC, Screening Resumes, Mergers & Acquisitions, Personnel Management
Education
University of California, Los Angeles
Human Resource Management Certification Program
University of California, Riverside
BA Psychology, Double Minor in Business and Human Development
City National Bank July 2005 - Present
Bank of America February 2002 - July 2005
Private Consulting January 1997 - January 2002
Wells Fargo January 1996 - September 1997
First Interstate Bank 1986 - 1996
Skills
Banking, Deposits, Payments, Bank Management, Core Banking, Credit Cards, Retail Banking, ACH, Retail, Internet Banking, Cash Management, E-payments, Mobile Commerce, Payment Gateways, Payment Processing, Online Payments, Remittances, Electronic Payments, Payment Solutions, Money Transfer, Transaction Processing, Consumer Lending, Commercial Lending, Financial Institutions, Cards, Private Banking, Loans, Commercial Banking, Strategic Planning, Budgeting, Credit, Financial Services, Cross Selling, Debit Cards, E-commerce, Payment Card Processing, Payment Systems, Product Management, Strategy, Treasury Management, Treasury Services, Budgets, Project Management
Education
University of California, Los Angeles 1982 — 1984
Banking School - 2 Year Bank Management Program
Wells Fargo 2014 - Present
Pearson January 2009 - September 2012
Hourglass Financial, Inc January 2006 - January 2009
Cintas October 2003 - January 2006
Cintas April 2001 - October 2003
Immaculate Heart High School November 2000 - February 2001
Balboa Capital (DBA Spaulding Capital) September 1998 - July 2000
Skills
Marketing, Sales Management, Cold Calling
Education
University of California, Los Angeles 1996 — 1998
BA, Economics
Wells Fargo Advisors December 2013 - Present
Wells Fargo April 2011 - Present
UCLA Extension - American Language Center March 2004 - October 2010
Skills
Budgets, Social Media Marketing, Public Speaking, Social Media, Event Planning, Marketing, Customer Service, Sales, Fundraising, Leadership, Social Networking, Community Outreach, Program Management
Education
University of California, Los Angeles 2009 — 2010
Certificate, Interpretation & Translation for Korean-English
University of California, Los Angeles 2007 — 2010
Certificate, Marketing
University of California, Los Angeles 2000 — 2005
B.A., Psychology & Asian Humanities
Kaiser Permanente August 2012 - Present
Kaiser Permanente August 2011 - August 2012
Oracle 2010 - 2011
BigFix, Inc. April 2008 - June 2010
Trianz August 2007 - April 2008
Wells Fargo June 2006 - September 2006
Ceridono Heating and Cooling June 2004 - June 2005
Eloquent, Inc June 2000 - April 2002
U.S. Army June 1994 - June 1998
Skills
CRM, Management, Cloud Computing, Enterprise Software, Sales, Security, SaaS, Leadership, Salesforce.com, Business Intelligence
Education
University of California, Irvine - The Paul Merage School of Business 2005 — 2007
MBA, Finance
University of California, Santa Cruz 1989 — 1994
BA, Computer Science
PayPal October 2012 - Present
Wells Fargo February 2005 - May 2012
Kiva Microfunds August 2011 - December 2011
Hotwire.com April 2004 - December 2004
Deloitte March 2003 - November 2003
World Travel & Education August 2001 - November 2002
The Picture People October 1999 - June 2001
Skills
Online Advertising, Email Marketing, Email Strategy, Direct Marketing, Digital Direct Marketing, Cross-sell and Upsell..., Customer Acquisition, Customer Retention, Customer Engagement, Lead Generation, B2B Marketing, Consumer Marketing, Financial Services, Banking, Microfinance, E-commerce Consulting, Online Campaign..., Email + Online Campaign..., Retail Marketing, Events Marketing, Direct Mail Campaigns, Lifecycle Marketing..., Channel Optimization, Response Analysis, Internet Banking, E-commerce Optimization, Web Marketing, Email, Marketing, Database Marketing, E-commerce, Online Marketing
Education
UCLA 1996 — 1999
BA, Poli Sci, International Relations Emphasis
Workday March 2007 - Present
Business Objects 2006 - 2007
Wells Fargo April 2004 - September 2005
PeopleSoft 2002 - 2004
PeopleSoft 1998 - 2002
Hewlett-Packard January 1950 - February 1975
Skills
SOAP, XPath, XSLT, WSDL, SOA, JUnit, Web Services, XML, DOM, Agile Methodologies, Application Development, Integration, SaaS, Scrum, Software Development, Cloud Computing, Scuba Diving
Education
University of California, Los Angeles 1993 — 1998
Bachelor of Science (B.S.), Mathematics and Applied Science, 3.0
Wells Fargo November 2013 - Present
Bank of America January 2012 - November 2013
Bank of America April 2009 - January 2012
Countrywide Home Loans October 2005 - April 2009
Ellie Mae 2003 - 2005
Indymac Bank 2002 - 2003
Ellie Mae 2000 - 2002
KRT Marketing, Inc. 1998 - 2000
Skills
Marketing Communications, Strategy, Marketing, Strategic Partnerships, Lead Generation, Business Development, Sales, Advertising, Relationship Management, B2B, Program Management, Copywriting, Training, Budgets, Project Planning, Business Strategy, Event Management, Event Planning, Project Management, Content Management, Content Strategy, Account Management, Editing, Team Leadership, Cross-functional Team..., Mortgage Lending, Payments, Sales Enablement, Sales Process, CRM, Agency Relationship...
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Psychology
HealthCPA October 2010 - Present
460 Consulting March 2008 - December 2010
Wells Fargo November 2003 - March 2008
Dunk.net 2000 - 2002
Skills
Scrum, Business Intelligence, E-commerce, Start-ups, Technical Leadership, Content Management, Software Design, Agile, Enterprise Architecture, Application Architecture, Web Services, Cloud Computing, WCF, jQuery, CSS, IT Strategy, Business Analysis, C#, Product Planning, Roadmap, Agile Methodologies, XML, .NET, Project Management, Microsoft SQL Server, Software Engineering, ASP.NET, Oracle, Architecture, Java, PMP, Architectures, SDLC, Enterprise Software, Android, SOA, TFS, Software Development, Product Management, Agile Project Management, Database Design, Web Applications, Software Project..., T-SQL, System Architecture, Data Modeling, Solution Architecture, Strategy, Data Warehousing, Management
Education
University of California, Los Angeles 1993 — 1997
BS
St Francis High School 1987 — 1991
Wells Fargo 2003 - Present
Wells Fargo Bank July 1994 - May 2003
Education
University of California, Los Angeles 1979 — 1981
MLS, Library Science
PwC February 2015 - Present
ICON Commercialisation & Outcomes (Formerly PriceSpective) October 2009 - February 2015
The University of Sydney March 2008 - November 2008
Wells Fargo July 2005 - September 2006
Skills
Financial Modeling, Economics, Valuation, Data Analysis, Econometrics, Quantitative Analytics, Financial Analysis, Due Diligence, Business Strategy, Statistics, Management Consulting, Statistical Modeling, Analysis, Competitive Analysis, Market Research, Risk Management, Strategy, Health Economics, Forecasting, Finance, Management
Education
University of Sydney 2007 — 2008
Master's degree, Econometrics and Quantitative Economics
University of California, Los Angeles 2000 — 2004
BA, Business Economics
Wells Fargo August 2013 - Present
Wells Fargo October 2007 - July 2013
Wells Fargo HSBC Trade Bank August 2003 - October 2007
Wells Fargo HSBC Trade Bank July 2001 - August 2003
Education
University of California, Los Angeles 1997 — 2001
Wells Fargo October 2009 - Present
Education
University of California, Los Angeles 1998 — 2003
Ph.D
Wells Fargo October 2006 - Present
Education
University of California, Los Angeles 1992 — 1996
BA, Communications
UBS Wealth Management September 2006 - Present
Wells Fargo May 2005 - September 2006
Education
University of California, Los Angeles 2000 — 2003
Bachelor of Arts, Economics
Anthem July 2013 - Present
Wells Fargo April 2012 - April 2013
New York Life Insurance Company November 2009 - May 2011
The Law Collaborative Los Angeles July 2010 - November 2010
Cypress Retail Group October 2007 - April 2008
Pacifica Direct Mortgage February 2007 - October 2007
Prudential Real Estate November 2003 - February 2007
Skills
Customer Service, Microsoft Office, Sales, Marketing, Public Speaking, Financial Analysis, Finance, Time Management, Negotiation, Insurance
Education
University of California, Los Angeles 1981 — 1985
Bachelor's Degree, Business/Managerial Economics
Abbot Downing 2012 - Present
Wells Fargo March 2010 - May 2012
Skills
Excel, PowerPoint, Word, Morningstar Advisor, PSN Informa, FactSet
Education
CFA Institute
CFA Charterholder
University of California, Los Angeles
BA, Psychology
Wells Fargo July 2015 - Present
PennyMac January 2013 - July 2015
KPMG Audit October 2002 - January 2013
McGladrey & Pullen October 1999 - October 2002
Skills
SEC filings, Sarbanes-Oxley Act, Internal Controls, US GAAP, Auditing, Financial Reporting, Accounting, Financial Analysis, GAAP, Enterprise Risk..., Internal Audit, Due Diligence, Financial Modeling, Valuation, Financial Accounting, Risk Management, Big 4, External Audit, Tax, Corporate Finance
Education
University of California, Los Angeles 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government
Wells Fargo September 2010 - Present
HSBC Card Services February 2010 - September 2010
HSBC Card Services May 2006 - February 2010
UCLA Department of Statistics April 2004 - May 2006
Skills
Cognos, Credit Cards, Credit Risk, Cross-functional Team..., Data Management, Financial Risk, Forecasting, Predictive Modeling, Project Management, Risk Analytics, Risk Management, SAS, SQL, Teradata, Unix, Data Mining, Financial Modeling
Education
University of California, Los Angeles
MS, Statistics
University of Wisconsin-Madison
MS, Industrial Engineering
Wells Fargo August 2012 - Present
Wells Fargo June 2011 - August 2012
Wells Fargo November 2005 - May 2011
US Bank, N.A. May 2005 - November 2005
US Bank, N.A. November 2003 - May 2005
Skills
Banking, Portfolio Management, Small Business Lending, Analysis, Commercial Lending, Lines Of Credit, Financial Analysis, Customer Service, Credit Analysis, Finance, Investments, Risk Management, Financial Services, Cash Flow, Loans, Credit, Commercial Banking, Mortgage Lending, Management, Loan Origination, Underwriting, Consumer Lending, Relationship Management, Credit Risk
Education
University of California, Irvine 1999 — 2001
B.A., International Studies
Berkner High School
Umpqua Bank August 2015 - Present
Wells Fargo September 2013 - July 2015
Wells Fargo January 2013 - September 2013
Wells Fargo Bank November 2005 - December 2012
Wells Fargo Bank June 2005 - November 2005
Skills
Banking, Marketing, Wealth Management, Event Planning, Risk Management, Sales, Event Management, Corporate Events, Project Management, Leadership, Asset Management, Budgets, Coordinating Events, Financial Planning, Portfolio Management, Project Coordination, Regulatory Compliance
Education
University of California, Los Angeles 1999 — 2001
B.A., History/Art History
Notre Dame Academy
California United Bank April 2015 - Present
Wells Fargo July 2009 - April 2015
Skills
Commercial Lending, Banking, Credit, Credit Analysis, Small Business Lending, Loans, Portfolio Management, Financial Analysis, Sales, Management
Education
University of California, Los Angeles 2005 — 2007
BS, Business Economics
Citi Private Bank August 2010 - Present
Wells Fargo August 2008 - July 2010
Citi 2001 - 2008
Skills
Wealth Management, Alternative Investments, Asset Managment, Hedge Funds, Portfolio Management, Equities, Investments, Capital Markets, Asset Allocation, Asset Management, Financial Services, Fixed Income, Private Banking, Private Equity, Series 7, Securities
Education
University of California, Irvine - The Paul Merage School of Business 1994 — 1996
Wells Fargo January 2010 - Present
Wachovia May 2008 - January 2010
Northern Trust 2001 - 2008
BrightLight Communications 1996 - 2001
National Latino Communications Center 1995 - 1996
Puerto Rican Legal Defense and Education Fund 1994 - 1995
KCET 1991 - 1994
The Joyce Foundation June 1986 - February 1991
Skills
Loans, Public Speaking, Fundraising, Affordable Housing, Non-profits, Community Outreach, Nonprofits, Banking, Financial Education, Community Development, Strategic Planning, Public Policy, Asset Management, Strategy, Program Management, Financial Analysis, Portfolio Management, Investments, Leadership, Business Development, Financial Services, Credit, Commercial Lending, Wealth Management, Consumer Lending, Mortgage Lending, Investment Advisory, Mutual Funds, Asset Allocation, Retirement Planning, Finance, Strategic Financial..., Small Business, Relationship Management, Risk Management, Marketing, Financial Planning, Management, Program Development, Event Planning, Grant Writing, Volunteer Management, Analysis
Education
Pacific Coast Banking School at the University of Washington
Executive management program focusing on risk management, financial performance and leadership.
University of Southern California - Marshall School of Business
MBA
University of California, Los Angeles
BA, Political Science with dual concentrations in International Relations and Public Administration
Lane Tech High School
Pre-Engineering
Concept Enterprises, Inc. 2003 - Present
Wells Fargo 2000 - 2003
Raytheon 1995 - 1998
Skills
Product Management, Financial Analysis, Cross-functional Team..., Competitive Analysis, Process Improvement, Project Management, Product Development, Mergers & Acquisitions, Strategy, Forecasting, Product Marketing, New Business Development
Education
University of Southern California - Marshall School of Business 1998 — 2000
MBA
University of California, Los Angeles 1991 — 1995
B.S. Electrical Engineering
Model N September 2010 - Present
HOLDRITE January 2010 - June 2010
Diethelm Keller Brands October 2009 - January 2010
Union Bank July 2008 - October 2008
Wells Fargo 2005 - 2007
Windsor Capital Mortgage March 2004 - January 2005
Washington Mutual October 2002 - February 2004
Bureau of Education & Research October 2001 - June 2002
Diagnostic Research International May 2000 - August 2000
Skills
Competitive Analysis, Analytics, Project Management, Strategic Planning, Data Analysis, Cross-functional Team..., Marketing Strategy, Marketing, Financial Analysis, Business Analysis, Process Improvement, Product Management, Marketing Communications, Microsoft Excel, Market Research, Marketing Research, Strategy, Business Development, Pricing, Business Intelligence, Management Consulting, Product Marketing
Education
University of California, Irvine - The Paul Merage School of Business 2007 — 2009
MBA, Marketing and Strategy
Washington State University 1996 — 2001
BA, Finance and Marketing Double Major
University High School 1993 — 1996
Westfield July 2010 - Present
AT&T November 2009 - April 2010
Beauty Star Inc. 2001 - August 2009
Wells Fargo August 2007 - June 2009
Legg Mason September 2005 - February 2007
Gilman & Ciocia Prime Capitol January 2002 - June 2002
Skills
Financial Analysis, Financial Modeling, Access, Portfolio Management, Analysis, Fixed Income, Microsoft Excel, Banking, Outlook, Financial Reporting, Accounting, PeopleSoft, Auditing, Asset Managment, Variance Analysis, Forecasting
Education
University of California, Los Angeles 2005 — 2005
N/A
Franklin High School
University of Maryland Baltimore County
Bachelors
Wells Fargo Bank November 2011 - Present
Wells Fargo January 2011 - October 2011
Wachovia, A Wells Fargo Company August 2009 - January 2011
Wachovia, A Wells Fargo Company August 2008 - August 2009
Wachovia, A Wells Fargo Company July 2007 - August 2008
World Savings March 2004 - May 2006
Skills
FHA, Mortgage Lending, Real Estate, Appraisals, Risk Management
Education
University of California, Los Angeles 1999 — 2003
BA
LoanCore Capital, LLC March 2013 - Present
Wells Fargo December 2010 - March 2013
Nationwide Capital Group, Inc. October 2009 - December 2010
CB Richard Ellis September 2007 - October 2009
Skills
Leases, Real Estate, Banking, Financial Modeling, Financial Analysis, Underwriting, Purchase, Excel, Real Estate Investment, Investment Properties, Finance, Portfolio Management, Loans, Commercial Real Estate, Analysis, Microsoft Excel, Valuation, Management
Education
University of California, Los Angeles
B.A., Economics
First Team Real Estate June 2008 - Present
Indymac Bank May 1996 - December 2007
Wells Fargo January 1995 - May 1996
First Interstate Bank January 1990 - January 1995
United States Congress June 1989 - September 1989
Skills
Management, Residential Homes, Loans, Analysis, Contract Negotiation, Strategic Planning, Real Estate Transactions, Real Estate, Team Building, Budgets, Customer Service, Construction Loans, Portfolio Management, CRM, Credit, Commercial Real Estate, Finance, Underwriting, Business Development, Strategy, Commercial Mortgages
Education
University of California, Los Angeles 1985 — 1989
BA, Economics
Caprock Health Group June 2014 - Present
Wells Fargo May 2014 - June 2014
Integrated Components January 2014 - February 2014
Sanborn Map Company April 2013 - January 2014
United Geo Technologies LLC January 2012 - April 2013
Stewart Geo Technologies March 2000 - December 2011
Different Companies in the Middle East August 1992 - March 2000
Survey of Pakistan July 1983 - June 1992
Skills
SQL, Visual Basic, VBA, VB.NET, C#, GIS, Databases, Microsoft SQL Server, ESRI, ASP.NET, .NET, Software Development, Access, Business Analysis, ArcObjects, Photoshop, HTML, CSS, VB6, ADO, LPS, GeoExpress, Microstation, AutoCAD, InRoads Site, Programming, Analysis, ArcGIS, ArcSDE, Geomatics, Database Admin, Photogrammetry, GPS, JavaScript, Data Management, Silverlight, Python, Cartography, Visual Studio, ERDAS Imagine, Spatial Analysis, ArcView, C++, Database Design, ArcMap
Education
University of California, Irvine 2001 — 2002
Advance Windowns Application Programming
ITC 1989 — 1990
Post Graduate Diploma, GIS, Earth Sciences, Post Graduate
University of the Punjab, Lahore 1983 — 1985
Masters, Economics
Chase Bank June 2010 - Present
Wells Fargo July 2003 - August 2009
Skills
Loans, Banking, Credit Analysis, Credit, Commercial Lending, Small Business Lending, Consumer Lending, Commercial Banking, Loan Origination, Mortgage Lending, Retail Banking, Credit Risk
Education
University of California, Los Angeles 1985 — 1989
BA, Economics
Wells Fargo March 2005 - Present
Wells Fargo July 2000 - February 2005
Wells Fargo 1999 - 2000
Skills
Banking, Treasury Management, Product Implementation
Education
University of California, Los Angeles 1989 — 1995
ORIX USA Corporation August 2011 - Present
Wells Fargo January 2009 - August 2011
Wells Fargo September 2008 - January 2009
Wells Fargo Foothill April 2006 - September 2008
Education
University of California, Los Angeles 2002 — 2005
BA, Psychology
US Bank April 2003 - Present
Wells Fargo 1998 - 2003
Education
UCLA 1983 — 1987
BA, Economics
CoreLogic May 2011 - Present
GMAC Financial Services May 2005 - March 2010
Wells Fargo March 2003 - May 2005
SAP September 2001 - September 2002
Liberty Media September 1998 - March 2001
The Walt Disney Company September 1991 - September 1998
Education
University of California, Los Angeles 1987 — 1991
BA, Economics
U.S. Trust, Bank Of America Private Wealth Management September 2010 - Present
City National Bank May 2009 - October 2010
Wells Fargo January 1996 - May 2009
Skills
Financial Services, Asset Management, Banking, Portfolio Management, Wealth Management, Investments, Relationship Management, Private Banking, Estate Planning, Credit, Asset Allocation, Wealth Management..., Financial Modeling, Retirement Planning, Finance, Leadership, Risk Management, Asset Managment, Equities, Management, Strategic Financial..., Investment Advisory, New Business Development, Alternative Investments, Securities, Series 7, Financial Planning
Education
USC Marshall School of Business
Master of Business Administration (MBA)
University of California, Los Angeles
Bachelor of Arts (B.A.)
Hortonworks September 2015 - Present
Wells Fargo July 2009 - August 2015
Accenture July 2007 - July 2009
Wells Fargo August 2005 - July 2007
Imperial Capital Bank March 2004 - August 2005
Gruber Systems 1998 - 2001
Skills
SOA, Java Enterprise Edition, SDLC, Java, Weblogic, Web Services, Spring, Unix, Tomcat, Databases, JavaScript, MySQL
Education
University of California, Los Angeles 2001 — 2005
B.S. Computer Science and Engineering
City National Bank September 2014 - Present
PNC Business Credit July 2005 - September 2014
U.S. Bank July 2004 - July 2005
Fleet Business Credit June 2000 - June 2004
Wells Fargo February 1999 - June 2000
MWD Federal Credit Union April 1991 - February 1999
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Windows, Photoshop, English, Customer Service, Outlook, Collateral, Banking, Asset Based Lending
Education
University of California, Los Angeles
Accounting
Self Employed January 2012 - Present
Wells Fargo October 1993 - December 2011
Wells Fargo October 1968 - December 2011
Skills
Strategy, Finance, Management, Nonprofits, Financial Analysis, Workers Compensation, Financial Risk, Mergers & Acquisitions, D&O, Financial Services, Portfolio Management, Employment Practices...
Education
University of California, Los Angeles 2012 — 2012
Director Education & Certification Program
Loyola Marymount University 1965 — 1968
Bachelor of Arts (B.A.)
Bank of the West 2011 - Present
Merrill Lynch/ US Trust 2010 - 2011
Santa Barbara Bank & Trust July 2006 - February 2010
Wells Fargo Bank 1973 - 2006
Wells Fargo Financial 1973 - 2006
Wells Fargo Financial 1973 - 2006
Wells Fargo 1973 - 2006
Skills
Alternative Investments, Investment Strategies, Portfolio Management, Securities, Strategic Financial..., Capital Markets, Investment Advisory, Retirement Planning, Banking, Commercial Lending, Asset Managment, Series 7
Education
Pacific Coast Banking School @ Univ. of Washington 1983 — 1985
Certification, Banking & Trust
University of California, Los Angeles 1970 — 1973
BA, Urban Planning
RBC Wealth Management May 2007 - January 2015
Wells Fargo May 1999 - May 2007
Skills
Portfolio Management, Investments, Customer Service
Education
University of California, Los Angeles 1990 — 1994
Bachelor's degree, History and a minor in Latin Studies
FHLBank San Francisco May 1997 - Present
Wells Fargo January 1996 - May 1997
Federal Reserve Bank of New York August 1993 - January 1996
Skills
Capital Markets, Finance, Analysis, Portfolio Management, Investments, Equities, Fixed Income, Financial Modeling, Financial Services, Banking, Securities, Asset Management
Education
University of Chicago 1991 — 1993
MBA, Finance and Accounting
University of California, Los Angeles
Bachelor of Arts, Economics
self 2005 - 2013
AARP Travel Service 1989 - 1990
AARP Travel Service 1988 - 1989
AARP Travel Service 1986 - 1988
Sheldon N Klausner, MD 1978 - 1985
Wells Fargo 1973 - 1977
Skills
Program Management, Coaching, Writing, Communication, Conscientious, Cooking, Research, Management, Employee Training, Organization, Bookkeeping, Motivated self-starter, Social Networking
Education
UCLA
Bachelor of Arts (B.A.)
Wells Fargo November 2014 - Present
Wells Fargo November 2006 - October 2014
Wells Fargo August 2003 - November 2006
Wells Fargo August 2002 - August 2003
Court of Chancery June 2001 - September 2001
ePolicy Insurance Services June 2000 - November 2000
Skills
Financial Services, Public Speaking, Due Diligence, Licensing, Legal Writing, Mergers & Acquisitions, Risk Management, Corporate Governance, Strategic Partnerships, Loans, Mortgage Lending, Privacy Law, Corporate Law, Entrepreneurship, Banking, Legal Research, Non-profit Boards, Strategy, Start-ups
Education
University of Southern California Law School 1998 — 2002
Juris Doctorate
University of Southern California - Marshall School of Business 1998 — 2002
Masters of Business Administration
University of California, Los Angeles
Bachelors of Arts, Cultural Anthropology
Wells Fargo December 1995 - Present
Education
UCLA
Bachelor's degree, Economics
USC Marshall School of Business
Master of Business Administration (MBA)
Wells Fargo August 2005 - Present
Warner Bros. Studios January 1990 - March 1992
Engineering Science incorporated enterprises June 1988 - January 1990
Skills
Computer Programming in..., Mainframe JCL, Tandem,..., Artificial..., Compiler design and..., developing and coding..., Unix, Computer Science, Web Applications, Analysis, Java Enterprise Edition, Software Development, Java, XML, Eclipse, Software Engineering, Microsoft SQL Server, UML, Databases, JavaScript, Software Project..., C, MySQL, Visual Basic
Education
UCLA 1987 — 2005
Master of Science (MSc), Computer Science, B+
Kuwait 1982 — 1987
Bachelor of Applied Science (B.A.Sc.), Electrical and Electronics Engineering, B
UCLA Anderson School of Management September 2011 - Present
Wells Fargo June 2014 - September 2014
USAC Internal Vice President's Office June 2013 - June 2014
BCMS Corporate February 2014 - May 2014
Sobul, Primes & Schenkel January 2013 - September 2013
USAC Internal Vice President's Office September 2012 - June 2013
Avondale Asset Management June 2012 - September 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Data Analysis, Microsoft Office, Event Planning
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Business Economics
Walnut High School 2008 — 2011
High School Diploma
Wells Fargo November 2013 - Present
Wells Fargo April 2011 - October 2013
Skills
Credit, Banking, Commercial Lending, Relationship Management, Cash Management
Education
UCLA
Bachelor of Arts (B.A.)
UCSB
Master of Arts (M.A.)
City National Bank January 2014 - Present
Wells Fargo February 2013 - January 2014
Robert Half International November 2011 - January 2013
Robert Half International 2011 - 2013
Wells Fargo Home Mortgage November 2009 - February 2011
Skills
Mortgage Servicing, Loss Mitigation, Mortgage Lending, Coaching, Interviews, Risk Management, Loan Servicing, Lotus Notes, Team Building, Time Management, Financial Services, Internal Audit, Leadership, Call Center, PowerPoint, Microsoft Word, Outlook, Microsoft Office, Microsoft Excel, Quality Assurance, Call Centers, Training, Software Documentation, Banking, Credit Analysis, Loans, Mortgage Banking
Education
UCLA 1999 — 2003
Bachelor of Arts (B.A.), Psychology
University of California, Los Angeles 1999 — 2003
Psychology
Wells Fargo April 2006 - Present
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Analytical Skills, Regulatory Compliance, Loan Documents, Loan Origination, Construction Loans, Loans, Treasury Management, Treasury Services, Account Management, Account Reconciliation, Record Keeping, Accounts Payable, Accounts Receivable, Accounting
Education
University of California, Los Angeles 1997 — 2002