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.
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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
Progressive Insurance July 2013 - Present
Wells Fargo July 2010 - May 2013
JPMorgan Chase January 2009 - May 2010
JPMorgan Chase September 2006 - January 2009
Skills
Banking, Loans, Portfolio Management, Sales, Management, Cross Selling, Insurance
Education
California State Polytechnic University-Pomona
Bachelor of Business Administration (BBA), Finance, Real Estate, and Law
Bank of the West September 2015 - Present
Bank of the West August 2012 - Present
Pednar Products November 2010 - Present
Wells Fargo December 2010 - August 2012
Skills
Public Relations, Social Networking, Finance, Microsoft Network, Sales, CRM, Customer Service, Marketing, Banking, Financial Services, Business Development, Credit, Leadership, Loans, Consumer Lending, Mortgage Lending, Portfolio Management
Education
Cal Poly Pomona 2006 — 2008
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Arcadia High School
Wells Fargo March 2014 - Present
Elite Marketing Firm August 2013 - March 2014
Acelero Learning January 2010 - April 2013
Acelero Learning August 2008 - December 2009
City of Upland Recreation & Community Services Department January 2006 - June 2008
City of Upland Recreation & Community Services Department February 2004 - December 2005
Skills
Leadership, Training, Program Management, Marketing, Human Resources, Customer Service, Sales, Market Research, Data Analysis, Microsoft Office, Operations Management, Data Entry, Teaching, Procurement, Payroll, Staff Development, Finance, Public Speaking, Event Planning, Educational Leadership
Education
California State Polytechnic University-Pomona 2004 — 2008
Bachelor of Science (BS), Business Administration-International Business & Marketing, Magna Cum Laude
Wells Fargo November 2011 - Present
Foot Locker October 2007 - November 2011
Education
California State Polytechnic University-Pomona
Santa Ana College
Comerica Bank July 2013 - Present
Wells Fargo 2011 - 2013
Nutrition Zone Los Alamitos 2008 - 2011
Skills
Outlook, Photoshop, HTML, Business Development, Retail Banking, Commercial Banking, Credit, Banking, CRM, Management, Sales, Relationship Management, Loans, Small Business Lending, Consumer Lending, Mortgage Lending, Loan Origination, Customer Service, Portfolio Management
Education
California State Polytechnic University-Pomona 1992 — 1997
Activus Home Loans May 2014 - Present
PacWest Home Loans September 2013 - January 2014
Wells Fargo January 2013 - January 2014
Bank of America November 2007 - December 2012
Skills
Foreclosures, Investment Properties, FHA, Refinance, Mortgage Lending, First Time Home Buyers, Real Estate, Investors, Underwriting, FHA financing, Loan Origination, VA loans, Mortgage Banking, Government Loans, Credit Analysis, Finance
Education
California State Polytechnic University-Pomona 2004 — 2009
International Business and Marketing
Panasonic Avionics Corporation August 2013 - Present
CSUDH Hadronic Structure Lab 2009 - 2013
CSUDH AMP Program August 2010 - December 2012
Wells Fargo 2006 - 2008
Sierra Pacific Mortgage 2005 - 2006
Bank of America 2002 - 2005
Skills
Microsoft Office, Customer Service, Data Analysis, Problem Solving, C++, Mathematics, Physics, Leadership, Technical Writing, Communication Skills, Public Speaking, Linux/Unix, Microsoft Excel, Outlook, Project Management, Java, Parallel Computing, Electronics, Well Rounded, Sales, Global Thinker, Open Office, Systems Thinking, Relationship Management, Finance, Modeling, Chemistry, RAID, B2B, B2C, Statistics, Management, Matlab, Integration
Education
Cal Poly Pomona
Philosophy
California State University Dominguez Hills
Bachelor of Science (BS), Physics, Senior
Santa Margarita Catholic High School
City National Bank March 2008 - Present
U.S. Trust 1995 - 2007
US Trust 1995 - 2007
Wells Fargo October 1993 - August 1995
Skills
Portfolio Management, Wealth Management, Asset Management, Fixed Income, Equities
Education
California State Polytechnic University-Pomona 1989 — 1991
Bachelor of Business Administration (B.B.A.), Finance, Real Estate, Law
Panda Restaurant Group January 2014 - Present
Panda Restaurant Group January 2012 - January 2014
Panda Restaurant Group August 2010 - January 2012
OC Foodie Fest May 2010 - August 2010
Panda Restaurant Group February 2010 - August 2010
Panda Restaurant Group April 2008 - February 2010
Panda Restaurant Group August 2007 - April 2008
Second Image, Inc. November 2006 - August 2007
Wells Fargo July 2006 - November 2006
Wells Fargo August 2002 - July 2006
Skills
Event Planning, PowerPoint, Customer Service, Microsoft Office, Microsoft Excel, Social Networking, Microsoft Word, Outlook, Event Management, Marketing, Time Management, Facebook, Public Speaking, Public Relations, Sales, Marketing Communications, Leadership, Budgets, Advertising, Restaurants, Retail, Competitive Analysis, Management, Training, Strategic Planning, Team Building, Market Planning
Education
Canoga Park High School 1996 — 2000
Diploma
California State Polytechnic University-Pomona
BS in Business Administration, Management & Human Resources
DFS Galleria September 2013 - Present
Wells Fargo 2013 - September 2013
Education
Cal Poly Pomona 2010 — 2012
Master of Business Administration (M.B.A.), Marketing
Citi October 2012 - Present
Cal Poly Pomona September 2010 - June 2013
HSBC March 2012 - September 2012
Chase October 2010 - February 2012
Wells Fargo March 2008 - November 2010
HSBC April 2005 - September 2007
Citibank June 2003 - January 2005
Skills
Series 63, Series 6, Notary Public, English, Insurance, Wealth Management, Investments, Banking, Mutual Funds, Asset Managment, Loans, Mortgage Lending, Customer Retention, Strategic Financial..., Commercial Banking, Analysis, Finance, Sales, Cross Selling, Financial Planning, Credit, Management, Retail Banking, Financial Analysis, Relationship Management
Education
California State Polytechnic University-Pomona 2009 — 2012
MBA, MBA (finance)
University of California, Irvine 1999 — 2001
B.A, Economics, Psychology
AHS
CSULA
Wells Fargo November 2012 - Present
Wells Fargo January 2009 - November 2012
Wells Fargo September 2006 - December 2008
Skills
Building Relationships, Business Relationship..., Banking Relationships, Analytical Skills, Team Building, Teamwork, Team Leadership, Sales Management, Value Based Selling, Credit, Consumer Lending, Small Business Lending, Series 7, Warm Calling, Face to Face Sales, Cold Calling Experience, Sales Prospecting, Strategic Prospecting
Education
Cal Poly Pomona 2001 — 2006
Bachelor's degree, International Business
California Sate Polytechnic University
B.S, Business Administration
Arrowhead
JP MORGAN CHASE BANK, N.A May 2014 - Present
Citi February 2012 - May 2014
Wells Fargo August 2010 - February 2012
Wells Fargo November 2007 - August 2010
Skills
Leadership, Management, Strategic Planning, Project Management, Coaching, Performance Management, Time Management, Change Management, Organizational..., Management Consulting, Public Speaking, Personal Development, Inspiration, Creativity, Negotiation, Writing, Real Estate, Finance, Statistics, Credit, Sales Management, Direct Marketing, Customer Experience, Analytics, Banking, Credit Analysis, Economics, Managerial Finance, Interviews, International Sales, Job Coaching, Arabic, Research, Small Business, Tutoring, Creative Writing
Education
California State Polytechnic University-Pomona 2004 — 2007
Bachelor's degree, Business Administration and Management, General
WIC Women, Infants, and Children August 2011 - Present
Cal Poly Pomona September 2010 - May 2011
Wells Fargo February 2007 - October 2010
Morrison Healthcare May 2009 - May 2010
Ruben'sTacos June 2007 - September 2008
Victoria's Secret September 2006 - February 2007
Skills
Nutrition Education, Medical Nutrition..., Clinical Nutrition, Dietetics, Nutritional Counseling, Nutrition, Sales, Teaching, Wellness Coaching, Healthcare, Weight Management, Public Health, Wellness
Education
California State Polytechnic University-Pomona 2007 — 2011
Bachelor of Science (BS), Food and Nutrition
Riverside Community College District 2005 — 2007
Associate of Arts (AA)
AmPac TriState CDC September 2013 - Present
Union Bank 2004 - 2013
Citizens Business Bank January 2002 - July 2004
Bank of America April 2000 - January 2002
Wells Fargo January 1989 - April 2000
Skills
Small Business Lending, SBA 504, Commercial Lending, Relationship Management, Business Development, Lines Of Credit, Equipment Financing, Finance, Small Business, Commercial Real Estate, Banking, Investment Properties, Commercial Mortgages, Credit, Loans, SBA
Education
California State Polytechnic University-Pomona 1985 — 1989
Bachelor of Science (BS), Finance, Real Estate, Law
Wells Fargo February 2013 - Present
Wells Fargo July 2012 - February 2013
Skills
Banking, Loans, Credit, Mortgage Lending, Credit Analysis, Consumer Lending, Commercial Banking, Retail Banking, Loan Origination, Commercial Lending, Small Business Lending, Financial Analysis, Mortgage Banking, Portfolio Management, Cash Management
Education
California State Polytechnic University-Pomona 2013 — 2015
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Digital Color World, Inc. July 2013 - Present
Bronco Copy'N Mail March 2011 - June 2013
Green Tree Recycling March 2011 - March 2013
ESL 4 Asia Educational Services Inc. July 2012 - August 2012
Acrylick Clothing Co. January 2012 - June 2012
Wells Fargo August 2008 - December 2009
Union Bank November 2008 - February 2009
Skills
Logo Design, Photography, Environmental Graphic..., Web Design, Motion Graphics, Magazine Layout Design, Photoshop, InDesign, Illustrator, After Effects, Dreamweaver, Aptana, HTML, Java, CSS, Microsoft Office, Green Infrastructure, Landscape Ecology, Environmental Design, Environmental Graphics, Advertising, Typography
Education
California State Polytechnic University-Pomona 2010 — 2013
Bachelor of Fine Arts (B.F.A.), Graphic Design
Mt. San Antonio College 2006 — 2010
Associate of Arts (A.A.), Transfer Studies - CSU
Mt. San Antonio College 2006 — 2010
Associate of Arts (A.A.), Natural Sciences and Mathematics
Tioneer Jewelry, INC. April 2014 - Present
JewelScent October 2013 - April 2014
Wells Fargo December 2011 - April 2012
White Rose Spa, LLC September 2010 - November 2011
Skills
Mandarin Chinese, Microsoft Office, SAP, Artistic Eye, Mandarin, Microsoft Excel, PowerPoint, Access, Microsoft Word, Teamwork, Customer Service, Social Media, Outlook, Photoshop, Time Management, Marketing, Inventory Management
Education
Cal Poly Pomona 2009 — 2013
Bachelor of Business Administration (B.B.A.), Technology and Operations Management
Kieckhafer, Schiffer and Company, LLP January 2010 - Present
First American Title November 2004 - January 2007
Wells Fargo June 2003 - November 2004
Skills
Tax, Tax Research, Tax Preparation, Income Tax, Tax Accounting, Microsoft Excel, Corporate Tax, Accounting
Education
Cal Poly Pomona 2007 — 2009
Bachelor of Science (BS), Accounting
Salt Lake Community College 2004 — 2006
Associate of Science (A.S.), Accounting
Wells Fargo July 2005 - Present
Skills
Financial Analysis
Education
Cal Poly Pomona
Bank of the West October 2013 - Present
Citi October 2011 - October 2013
Wells Fargo May 2004 - October 2011
Education
California State Polytechnic University-Pomona 2001 — 2004
BS, Computer Information Systems
State Farm September 2009 - Present
State Farm March 2008 - September 2009
Wells Fargo September 2001 - March 2008
Skills
Property Claims, Customer Service, Communication, Claims Handling, Insurance, Claim Investigation, Claims Resolution, Claim, Multi Tasking, Accountability, Adaptability, Analytical Skills, Building Relationships, High level of initiative, Highly resourceful, Judgment, Organization, Research, Time Management, Timely Decision Making, Teamwork, Works well individually, Human Resources, Recruiting, Terminations, Administrative Office..., Confidentiality, Interviews, Personal Banking, Banking, Sales, Call Centers, Microsoft Office, Microsoft Word, Microsoft Excel, Homeowners, Property & Casualty...
Education
California State Polytechnic University-Pomona 2005 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General, 3.68/4.00 GPA
Citrus College 1999 — 2005
Associate of Science (A.S.), Business Administration and Management, General, 3.66/4.00 GPA
SuperValu Inc. October 2008 - Present
Bellisio Foods July 2007 - October 2008
Sysco Asian Foods 2003 - 2007
Wells Fargo 2001 - 2003
PR Consultants 2000 - 2001
I Luck 1999 - 2000
Remy Matin 1998 - 1999
Oriental - Holu 1994 - 1998
Pocino Foods Company 1993 - 1994
Skills
Private Label, Business Development, Merchandising, Retail, Inventory Management, Grocery, Food, Purchasing, Product Development, HACCP, Sourcing, Forecasting, Consumer Products, P, Pricing
Education
University of St. Thomas
MBA
California State Polytechnic University-Pomona
Master of Science, Food and Nutrition
Tunghai University, Taiwan
Bachelor's of Science, Food Science
Wells Fargo August 2010 - Present
Wells Fargo January 2008 - August 2010
Wells Fargo March 2005 - January 2008
Skills
Proficiency with..., Strong leadership,..., Able to motivate,..., Ability to prioritize..., Call Centers, Customer Satisfaction, Consumer Lending, Loans, Process Improvement, Relationship Management, Customer Retention, Change Management, Cross Selling, Performance Management, Commercial Banking, Recruiting, Team Leadership, Management, Team Building, Sales, Training, Leadership, Selling, Retail, Customer Experience, Financial Services, Credit Analysis
Education
California State Polytechnic University-Pomona 2003 — 2008
Bachelor of Science in Business Administration (B.B.A.), Human Resources Management and Services
The Walt Disney Company June 2015 - Present
Target January 2015 - June 2015
Wells Fargo July 2012 - January 2015
By Suzannah Ltd April 2014 - June 2014
Five Guys Enterprises February 2011 - June 2012
Skills
Illustrator, Photoshop, PowerPoint, Microsoft Excel, Visual Merchandising, Sales, Retail Banking, Product Development, Merchandising, Customer Service, Microsoft Word, Time Management, Microsoft Office, Teamwork, Retail Sales
Education
Cal Poly Pomona 2010 — 2014
Bachelor of Science (B.S.), Apparel Merchandisng and Management
Redwood Capital Funding February 2005 - Present
Wells Fargo January 2005 - December 2011
Britany West 2004 - 2006
Britany West 2004 - 2006
Britany West 2004 - 2006
Britany West 2004 - 2006
Skills
Real Estate Development, Land Acquisition, Real Estate Financing, Credit, Investments, Asset Managment, Real Estate Economics, Real Estate, Brokerage, Disposition, Due Diligence, Investment Properties, Commercial Real Estate, Mortgage Lending, Real Estate Transactions, Loans, Valuation, Investors, Appraisals, Corporate Real Estate, Location Intelligence, Leases, Asset Management, Refinance, Referrals, FHA, Selling, REO, Underwriting, Property, Portfolio Management, Property Management, Funding, Foreclosures, Loan Origination, Commercial Lending, Financial Structuring, Short Sales, Asset Based Lending, Finance, Sellers, Residential Homes, Commercial Mortgages, Rentals, First Time Home Buyers, Leadership
Education
Caltech 2005 — 2006
Executive Leadership Certificate, Executive Leadership
Cal Poly Pomona 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance, Real Estate & Law
corona high school
Intuit September 2013 - Present
Wells Fargo September 2012 - September 2013
Wells Fargo Capital Finance November 2008 - September 2012
GE October 2006 - October 2007
Skills
Analysis, Finance, Business Analysis, Microsoft Excel, Access, Financial Analysis, Strategy, Program Management, Software Documentation, Data Analysis, Financial Reporting, Banking, Portfolio Management, Microsoft SQL Server, Marketing Strategy, Leadership, Analytics, SQL
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
MBA, Finance
California State Polytechnic University-Pomona 2002 — 2007
BS, Computer Engineering
Chase June 2015 - Present
Wells Fargo April 2015 - Present
Wells Fargo June 2013 - Present
Wells Fargo May 2012 - June 2013
Skills
Banking, Customer Service, Credit, Loans, Microsoft Excel, Financial Analysis, Microsoft Office, Finance, Sales, Risk Management, Marketing, Sales & Marketing, Sales Management
Education
Cal Poly Pomona 2010 — 2014
Bachelor of Science (BS), Specialized Sales, Merchandising and Marketing Operations
PRE-BANC BUSINESS CREDIT INC. June 2014 - Present
The Joseph Cabrera Agency December 2009 - December 2011
Banking January 1990 - December 2009
Wells Fargo 2007 - 2009
BBVA 2006 - 2007
City National Bank 2003 - 2005
City National Bank 2003 - 2005
Us Bank 1998 - 2001
Skills
Credit, Commercial Lending, Loans, Banking, Underwriting, Portfolio Management, Small Business Lending, Credit Analysis, Consumer Lending, Commercial Banking, Financial Analysis, Mortgage Lending, Risk Management, Finance, Loan Origination, Sales, Commercial Mortgages, SBA, Asset Based Lending, Business Development, Lending, Lines Of Credit, Loan Work-outs, Financial Services, Investments, Cash Management, Cross Selling, Insurance, Commercial Real Estate, Marketing, Relationship Management, Asset Management, Wealth Management, Strategic Financial..., Credit Risk, Residential Mortgages, Due Diligence, Financial Structuring, Retail Banking, Property, Real Estate Economics, Loss Mitigation, Loan Servicing, Mortgage Underwriting, Investment Properties, Corporate Finance, Accounting, Equity & Debt Valuation, Credit Rating, Equities
Education
California State Polytechnic University-Pomona 1996 — 1998
Long Beach College 1986 — 1989
Associate of Science (A.S.)
International Termite Co., Inc July 2008 - Present
Wells Fargo October 2004 - July 2008
Skills
Time Management, Microsoft Office, Customer Service, Sales, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Research, Public Speaking, Data Entry, Nutrition, Nutrition Education, Management, Leadership, Marketing, Clerical Work, Filing, Team Building, Investment Properties
Education
California State Polytechnic University-Pomona 2012 — 2015
Nutrition Science, Nutrition Sciences
Mt. San Antonio College 2003 — 2009
Business Administration and Management, General
Lionsgate September 2015 - Present
Law Offices of David A. Helfant August 2015 - Present
City of Los Angeles May 2014 - July 2014
Wells Fargo Securities September 2010 - November 2013
Wells Fargo May 2008 - September 2010
Skills
Qualitative Research, Interviewing Skills, Quantitative Research, Workshop Facilitation, Online Research, Creative Writing, Report Writing, Data Analysis, Interviews, Critical Thinking, Quantitative Analytics, Economics, Microsoft Office, Legal Research, Legal Writing, Public Speaking, Research, Event Planning, PowerPoint, Microsoft Excel, Customer Service, Management
Education
Southwestern University School of Law 2012 — 2016
California State Polytechnic University-Pomona 2004 — 2009
Bachelor of Science (BS), International Business and Marketing
Restaurant 1988 - 2011
Azusa Unified 2008 - 2010
Baldwin Park Unified School District 2005 - 2010
Washington Mutual 1997 - 2004
Cal Poly Pomona 1998 - 2001
Wells Fargo 1997 - 2000
Wells Fargo Vice President Co- CEO Vt, Conn 1985 - 1996
Skills
Analytical Chemistry, Statistics, Process Scheduler, Spanish, Conflict Resolution, Retail, Quality Assurance, Editing, Quality Control
Education
California State Polytechnic University-Pomona
Education Single Subject
Rio Hondo College
Associate's Degree, Politcial History
Cal Poly Pomona
Bachelor's Degree, Social Sciences
Citrus College
Associate's Degree, Social Sciences
Cal Poly Pomona
Bachelor's Degree, British Literature
UCLA
Master's Degree, Biological Chemistry
Cal Poly Pomona
Bachelor's Degree, Social Sciences
UCLA
Bachelor's Degree, Economics, US History
University Cario
Master's Degree, Social Sciences
University of La Verne
Juris Doctor (J.D.), Esquire
Wells Fargo November 2010 - Present
Skills
Credit, Loans, Credit Analysis, Mortgage Lending, Portfolio Management, Retail Banking, Commercial Banking, Relationship Management, Risk Management, Credit Risk, Commercial Lending, Merchant Services
Education
California State Polytechnic University-Pomona 2004 — 2008
Bachelor's degree, Management and human resources
Santa Monica College 2004 — 2006
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Medtronic May 2015 - Present
Fluidmaster June 2012 - May 2015
Stanley Black & Decker , Inc. August 2010 - July 2012
AIDS Healthcare Foundation February 2010 - May 2010
CGI June 2007 - January 2010
US Army July 2001 - July 2009
GMAC Real Estate, Rancho Cucamonga June 2006 - June 2007
Wells Fargo 2003 - 2006
Skills
Financial Analysis, Forecasting, Analysis, Budgets, Variance Analysis, Financial Reporting, Finance, Managerial Finance, Sarbanes-Oxley Act, Essbase, PeopleSoft, Financial Modeling, Six Sigma, Project Management, Cost Accounting, SAP BPC, Manfact, MFG-Pro, Salesforce.com, Journal Entries, Capital Budgeting, Revenue Recognition, Income Statement, JDE Enterprise One, Supply Chain, Strategic Planning, Strategic Financial..., Pricing, SAP, Management, Budget, Financial Planning, Accounting, Cost Management
Education
California State University-Long Beach 2011 — 2013
Masters Degree, Master of Business Administration
California State Polytechnic University-Pomona 2001 — 2007
Bachelor, Business Administration- Finance and HR
Archway Marketing Services October 2010 - Present
Adecco Group February 2010 - October 2010
Wells Fargo August 2007 - February 2010
Citrus Ford Dealer March 2003 - July 2007
Skills
Bilingual, Communication, Analytical Skills, Online Research, Computer/Technical..., Managing Events, Interpersonal..., Managing Multiple..., Team Leadership, Organizational..., Interviews, Human Resources, Integrity, Loyal, Motivation, Listener, Strategic Planning, Public Relations, Anticipation, Highly detail oriented, Follow Through, Following Directions, Background Checks, Accounting, Thrive in..., Spanish-speaking, Track Record Of..., Hardwork, Ethics, Creativity, Dress for Success
Education
Cal Poly Pomona 2000 — 2002
DeVry University
Bachelor of Administration, Human Resources
Landscape & Irrigation Design January 2000 - August 2014
APL 1985 - 1988
Wells Fargo 1980 - 1985
Skills
Landscape Design
Education
California State Polytechnic University-Pomona
Master's Degree, Landscape Architecture
Cuyamaca College
Irrigation and Water Management, Landscape Construction
Palomar College
Graphic Communication
San Diego Mesa College
Associate of Science (A.S.), Landscape Architecture
University of Pittsburgh
Bachelor's degree, Economics and Philosophy
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Master of Business Administration (M.B.A.), Finance
Wells Fargo October 2013 - Present
Chino Commercial Bank January 2012 - September 2013
Chino Commercial Bank August 2010 - December 2011
East 180 & Happy's Bar and Grill October 2008 - August 2010
YMCA April 2005 - September 2008
Skills
Portfolio Management, Credit Analysis, Underwriting, Credit Risk, Risk Management, Financial Management, Financial Analysis, Forecasting, Special Asset Management, Process Management, Financial Planning, Consulting, Policy Writing, Appraisal Skills, Property Valuation, Business Valuation, Internal Reporting, Report Writing, Training, Excel, Optimus, PowerPoint, Eviews, Statistical Software, International Business
Education
University of La Verne 2014 — 2017
Master of Business Administration (MBA), Finance
Cal Poly Pomona 2007 — 2010
Bachelor of Science, Finance
Mt. San Antonio College 2004 — 2007
A.A., Mathematics & Social Sciences
Rabobank July 2014 - Present
Opus Bank February 2014 - July 2014
Bank of America September 2012 - February 2014
Bank of America May 2010 - September 2012
Wells Fargo March 2006 - May 2010
Skills
Banking, Credit, Loans, Commercial Banking, Relationship Management, Commercial Lending, Small Business Lending, Cross Selling, Lines Of Credit, Consumer Lending, Loan Origination, Portfolio Management, Retail Banking, Small Business
Education
Cal Poly Pomona 2004 — 2008
Human Resources Management/Personnel Administration, General
Essex Property Trust April 2013 - August 2013
Archstone May 2012 - April 2013
Archstone May 2011 - May 2012
Wells Fargo June 2008 - February 2011
Skills
Property Management, Real Estate, Apartments, Leases, Rentals, Lease Administration, Resident Retention, Fair Housing
Education
Fullerton College 2008 — 2010
Associate's degree, Sociology
Cal Poly Pomona 2006 — 2007
Farmers & Merchants Bank of Long Beach September 2014 - Present
Wells Fargo February 2014 - August 2014
Home Services Lending, LLC October 2011 - January 2014
Bank of America November 2009 - October 2011
Wachovia Wealth Management 2008 - 2009
Wilmington Trust 2006 - 2008
Northern Trust 2004 - 2006
WTAS 2003 - 2004
Skills
Non-profit Board..., Endowment Funds, Credit Analysis, Strategic Planning, Business Development, Mortgage Lending, Real Estate, Investment Properties, Banking, Investments, Credit, Financial Analysis, Finance, Portfolio Management, Loan Origination
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1990 — 1992
MBA, Strategic Management
Cal Poly Pomona 1983 — 1988
BS, Finance
Inverselogic, Inc June 2011 - Present
Alpha Epsilon Omega Inc. July 2011 - June 2012
Alpha Epsilon Omega Zeta Chapter April 2011 - January 2012
Alpha Epsilon Omega Inc. July 2010 - June 2011
Wells Fargo July 2007 - December 2010
Skills
Matlab, Solidworks, Microsoft Office, Excel, VBA, Arduino, AutoCAD Mechanical, Microsoft Excel, AutoCAD, Research, Inventor, C, Engineering, Visual Basic, Data Analysis, C++, PowerPoint, Labview, Microsoft Word, MS Project, Recruiting, Project Management, Windows, Analysis, Access, Photoshop, Visio
Education
California State Polytechnic University-Pomona 2008 — 2012
Bachelors, Mechanical Engineering
Clark Magnet High School 2001 — 2005
HSBC 2008 - Present
Wells Fargo Investments 2006 - 2008
Wells Fargo Investments 2005 - 2006
Wells Fargo Investments 2004 - 2005
Wells Fargo 2004 - 2005
Skills
Cash Management, Consultative Sales..., Project Management, Commercial Cards, virtual card, Connectivity Solutions, Banking, Relationship Management, Treasury Management, Commercial Banking, Portfolio Management, Financial Services
Education
California State Polytechnic University-Pomona
M.S., Economics
University of Southern California - Marshall School of Business
B.S., Finance and Business Economics
Fuller Theological Seminary
Th.M., Ethics
Fuller Theological Seminary
M.A., Biblical Studies and Theology
Cox Media Group August 2014 - Present
PrimeLending October 2013 - August 2014
Wells Fargo April 2009 - October 2013
Prospect Mortgage, LLC 2011 - 2012
Bank of America April 2005 - October 2008
AT&T Mobile Tel 2002 - 2003
Skills
SEM, Digital Marketing, SEO, Target Audience, Digital Strategy, Lead Generation, Mobile Marketing, Retargeting, Media Planning, Audience Development, Display Advertising, Digital Media, Sales, Negotiation, Coaching, Team Building, Process Improvement, Microsoft Office, New Business Development, Public Speaking, Marketing, Management, Account Management, Direct Sales, Contract Negotiation, Customer Satisfaction, Leadership, Strategic Planning, Cross-functional Team..., Team Leadership, Selling, Microsoft Word, PowerPoint, Mortgage Lending, Mortgage Banking, FHA, Loan Origination, Loans, Investment Properties, Residential Mortgages, Finance, Refinance, Customer Service, Social Media Marketing, Social Media, CRM, Marketing Strategy, Real Estate, Advertising, Online Advertising
Education
California State University-Long Beach 2004 — 2005
Electrical Engineering
Cal Poly Pomona 1996 — 2002
Bachelor of Science (BS), Electrical and Electronics Engineering
Deutsche Bank October 2013 - Present
Pacific Life September 2012 - September 2013
Wells Fargo April 2011 - April 2012
Skills
Exel, PowerPoint, Microsoft Excel, Business Strategy, Financial Analysis, Customer Service, Employee Relations, Derivatives, Investments
Education
California State Polytechnic University-Pomona 2010 — 2012
bachelor degree, Finance
Orange Coast College 2007 — 2010
Associates Degree, Business
servite
Wells Fargo August 2007 - Present
Skills
Direct Marketing, Digital Marketing, Corporate Branding, Copywriting, Leadership, Online Advertising, Direct Mail, Marketing Management, Online Marketing, Advertising, Analytics, B2B Marketing, Brand Management, SEM, Sales, Banking, Customer Service, Management, Strategic Planning, Strategy, Team Building, Marketing
Education
California State Polytechnic University-Pomona
BA
OneWest Bank 2015 - Present
Popular Community Bank 2013 - 2015
Wells Fargo 2012 - 2013
Chase 2010 - 2012
Waddell & Reed 2008 - 2010
EAG Financial Inc. 2006 - 2010
Skills
Banking, Financial Services, Mortgage Lending, Investments, Financial Planning, Consumer Lending, Treasury Management, Credit, Loans, Small Business Lending, Retail Banking
Education
California State Polytechnic University-Pomona 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, Marketing Management
ADP August 2015 - Present
Exel June 2014 - October 2014
Pacific Precision Inc. February 2014 - June 2014
Bank of America September 2011 - February 2014
Wells Fargo January 2008 - May 2011
EXPRESS December 2005 - November 2008
Skills
Operations Management, Microsoft Excel, Management, Sales, Customer Service, Forecasting, Data Analysis, Supply Chain Management, Logistics, Microsoft Word, Project Management, Internal Audit, Credit, Loans, Banking, Retail Banking, Credit Analysis, Cross Selling, Commercial Banking, Financial Analysis, Cash Management, Finance, Deposits, Relationship Management, Credit Cards, Branch Banking, Forklift Operator
Education
California State Polytechnic University-Pomona 2007 — 2014
Bachelor of Science (B.S.), Operations Management and Supervision
California State Polytechnic University-Pomona 2007 — 2014
Bachelor of Science (BS), Marketing/Marketing Management, General
Charter Oak High School 2002 — 2006
Montgomery Niemeyer & Co, LLP October 2013 - Present
HKG, LLP May 2013 - August 2013
H&R Block December 2010 - April 2013
WilsonHCG January 2012 - August 2012
ATM on Wheels / ACMS December 2007 - January 2012
Target January 2010 - June 2010
Citi April 2008 - September 2009
Wells Fargo August 2006 - December 2007
Skills
Banking, Tax, Administration, Customer Relations, Customer Service, Problem Solving, Excel, Word, Microsoft Office, PowerPoint, Budgeting, Outlook, Strategic Planning, Account Management, Social Networking, Hiring, Access, Forecasting, Public Speaking, Recruiting, Budgets, Microsoft Excel, Leadership, Financial Reporting, Finance, Sales, Microsoft Word
Education
University of La Verne 2011 — 2013
Masters of Business Administration, Concentration: Accounting
California State Polytechnic University-Pomona 2006 — 2009
Bachelors of Science, Business Administration: Management and Human Resources
Kaiser Permanente November 2014 - Present
Cal Poly Pomona September 2011 - Present
Squabble Books September 2013 - January 2015
Kaiser Permanente September 2014 - November 2014
Business Data Links May 2013 - November 2014
Self-Employed Programming Tutor May 2013 - September 2014
Self-Employed July 2007 - September 2014
Business Data Links March 2014 - April 2014
Squabble 2013 - 2014
Wells Fargo May 2011 - August 2013
Skills
Microsoft Excel, PowerPoint, HTML, Management, Microsoft Office, Microsoft Word, Teamwork, Data Analysis, Outlook, Leadership, Time Management, Java, Microsoft SQL Server, Python Programming, Java Programming, Relational Database..., Access, Customer Service, Photoshop, Public Speaking, English, SQL Queries, Business Applications..., Program Management, Linux, Programming, Software Development, Team Leadership, System Administration, Troubleshooting, Data Entry, Software Documentation, Databases, Social Networking, Networking, Project Management, Administration, Critical Thinking, Project Planning, Business Analysis, ASP.NET, C#, SQL, Web Development, Network Administration, Network Security, Windows Server, Windows, Computer Hardware, Visio
Education
Cal Poly Pomona 2012 — 2014
Bachelor of Business Administration, A focus in Computer Information Systems
Mt. San Antonio College 2008 — 2011
Associate's degree
Wells Fargo November 2014 - Present
Passing Score LLC July 2009 - Present
Wells Fargo December 2009 - December 2011
Wells Capital Management August 2007 - December 2009
Silicon Valley Bank February 2002 - July 2005
Round 1 - Private Capital Marketplace June 2000 - September 2001
ResourcePhoenix.com September 1999 - May 2000
Digital Arts & Sciences February 1998 - July 1999
Skills
Capital Markets, Strategic Financial..., Financial Analysis, Banking, Risk Management, Analysis, Financial Reporting, Financial Modeling, Portfolio Management, Software Project..., Series 27, Chartered Financial..., Treasury Management, ALM, Fixed Income, FINRA, Accounting, Auditing, Financial Planning, Finance, Investments, Management
Education
San Francisco State University
MBA, Finance
Cal Poly Pomona
BS, Finance
Monster Energy March 2014 - Present
Monster Energy February 2015 - June 2015
Nature's Best Powered by KeHE March 2010 - March 2014
Credit Union of Southern California July 2009 - November 2009
Van Law Food Products, Inc. January 2009 - July 2009
Wells Fargo July 2005 - July 2009
Skills
Advertising, Press Releases, Adobe Creative Suite, Integrated Marketing, Marketing Communications, Social Media Marketing, Public Relations, Marketing, Creative Direction, Social Media, Illustrator, SEO, Instagram, Facebook, Twitter, Newsletters, Email Marketing
Education
California State Polytechnic University-Pomona 2005 — 2009
B.S., Communications- Public Relations
JRH Entertainment Group June 2012 - November 2013
Bloomingdale's June 2010 - October 2011
Wells Fargo March 2008 - February 2009
Toys R Us September 2007 - January 2008
Go Kart World June 2007 - September 2007
Nordstrom July 2006 - June 2007
Skills
Marketing, Social Media Marketing, Social Media, Customer Service, Brand Development, Event Planning, PowerPoint, Microsoft Excel, Public Relations, Sales, Sales Management, Marketing Strategy, Advertising, Event Management, Microsoft Office, POS, Microsoft Word
Education
California State Polytechnic University-Pomona 2007 — 2011
Bachelors, Marketing Management
First Citizen's Bank November 2003 - Present
Wells Fargo January 1996 - November 2003
Education
California State Polytechnic University-Pomona
Wells Fargo March 2014 - Present
Valpak January 2013 - February 2014
Caffe Fika January 2008 - December 2012
Infuzion Cafe January 2003 - June 2007
Pacific Rim Printers February 2001 - March 2002
SingerLewak LLP April 1995 - January 2001
Skills
Business Development, Direct Marketing, Database Admin, Collateral, Marketing, Business, Management, Staff Development, B2B Marketing, Consulting, Strategic Planning, Budgets, Marketing Strategy, Long-term Customer..., Sales, Social Networking, Marketing Communications, Project Management, Social Media Marketing, Leadership, Advertising, Email Marketing, Customer Service, Social Media, Human Resources
Education
California State Polytechnic University-Pomona
BS, Business Administration, Management and Operations
Wells Fargo 2014 - Present
Wells Fargo July 2013 - June 2014
Wells Fargo September 2010 - June 2013
Wells Fargo December 2007 - August 2010
Wells Fargo August 2006 - November 2007
Mercury Insurance February 2002 - July 2006
Skills
Business Development, Portfolio Management, New Business Development, Management, CRM, Treasury Management, Cross Selling, Retail, Business Relationship..., Investment Banking, Commercial Real Estate, Credit, Loans, Credit Analysis, Banking, Mortgage Lending, Retail Banking, Financial Structuring, Small Business Lending, Cash Management, Commercial Lending, Commercial Banking, Finance
Education
California State Polytechnic University-Pomona 1998 — 2002
BA Psychology, Clinical, Counseling and Applied Psychology
Allied Lending Group August 2013 - Present
Union Bank May 2012 - May 2013
Wells Fargo May 2007 - May 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Typing, Banking, Management, Time Management, Finance, Budgets, Customer Service, Loans, Sales Management, Research, Account Reconciliation, Outlook, Spreadsheets, Microsoft Word
Education
California State Polytechnic University-Pomona 2013 — 2015
Master of Business Administration (M.B.A.)
California State University-Northridge 2009 — 2012
Bachelor of Science (B.S.), Finance
Morgan Stanley 2013 - 2014
Wells Fargo November 2011 - July 2013
Roslex Corporation March 2007 - November 2011
Skills
Sales Management, Customer Service, Team Leadership, Highly self-motivated, Self Directed, Ethical Leadership, Discipline, Sales, Microsoft Office, Negotiation, Closing Contracts, Coaching, Asset Management, Financial Analysis, Trading, Asset Allocation, Banking, Credit
Education
California State Polytechnic University-Pomona 2003 — 2006
BS
Chaffey College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Prison Education Program in the Norco Rehabilitation Center September 2015 - Present
YMCA of Orange County March 2015 - Present
Los Angeles Unified School District September 2012 - June 2014
Wells Fargo September 2012 - October 2013
LA Fitness January 2013 - August 2013
Norwalk Unified School District September 2011 - June 2012
Skills
Bilingual-English/Spanis..., Microsoft Office, Microsoft Excel, PowerPoint, Office Administration, Bookkeeping, Youth Work, Research, Fitness, Classroom, Customer Service, Sports, Strategic Planning, Public Speaking, Educational Leadership, Organizational..., Microsoft Word, Leadership, Event Planning, Community Outreach, Fundraising, Outlook, Social Networking, Coaching, Social Media, Sales, Event Management, Data Entry, Public Relations, Social Media Marketing, Teaching, English, Analysis, Nonprofits, Management, Leadership Development, Budgets, Finance, Banking, Time Management, Negotiation, Spanish
Education
California State Polytechnic University-Pomona 2011 — 2016
Bachelor of Arts (B.A.), Political Science and Government / Minor: Ethnic and Women Studies and Criminology
Sultana High School 2008 — 2011
GED, Not Applicable
JPMorgan Chase May 2012 - Present
Wells Fargo May 2005 - May 2012
Wells Fargo October 2004 - May 2005
Wells Fargo June 2003 - October 2004
Wells Fargo May 2002 - May 2003
Skills
Banking, Credit, Loans, Risk Management, Customer Service
Education
California State Polytechnic University-Pomona 1999 — 2009
Designline Graphics, Inc. March 2015 - Present
State of Nevada Department of Personnel May 2014 - January 2015
EXA 94.5 Radio Activo Broadcasting August 2013 - April 2014
Entravision Solutions March 2013 - July 2013
Wells Fargo May 2012 - March 2013
Independent IT Consultant/Contractor January 2007 - December 2011
Skills
Social Media Marketing, Networking, Public Speaking, Marketing Communications, Communication, Intercultural..., Critical Thinking, Critical Reading, Psychological Assessment, Customer Service, Customer Relations, Time Management, Written Communication, Computer Proficiency, Computer Network..., Computer Maintenance, Financial Accounting, Word Processing, multimedia, graphics, spreadsheats, Interpersonal Skills, team oriented, attention to detail, tactful verbal..., Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Administrative...
Education
College of Southern Nevada 2011 — 2013
Associate's degree, Managerial Economics
Fullerton College 2008 — 2011
Associate's degree, Business Administration and Management, General
California State Polytechnic University-Pomona 2006 — 2008
Engineering
GFF, Inc. August 2014 - Present
City of Claremont August 2013 - October 2014
Wells Fargo August 2009 - March 2013
Aztec Empire, Inc. September 2004 - July 2009
Skills
Human Resources, Outlook, Customer Service, Employee Training, Sales, Recruiting, Data Entry, Organizational..., Conflict Management, Leave of Absence..., Customer Engagement, Union Relations, Workers Compensation, Payroll Services, HRIS Database Management, Employee Benefits, OSHA Record Keeping, Workplace Safety, Strategic Negotiations, New Hire Orientations, Legal Compliance, Client Profiles, Labor Relations, Sourcing, Cold Calling, Interviews, Applicant Tracking..., Federal Law Enforcement, Scheduling, High Level Of..., Reporting & Analysis, Interpersonal..., Performance Appraisal
Education
California State Polytechnic University-Pomona 2013 — 2015
Master of Business Administration (M.B.A.), Strategic Human Resource Management, 3.5
California State Polytechnic University-Pomona 2007 — 2012
Bachelor’s Degree, Human Resources Management and Services, 3.1
Santa Anita Family Service January 2015 - June 2015
Protektive Pak April 2014 - September 2014
Wells Fargo April 2008 - September 2012
Victoria's Secret September 2006 - April 2008
Skills
Human Resources, Interviews, Recruiting, Leadership, Customer Service, Employee Training, Training, Team Leadership, Data Entry, Event Planning, PowerPoint, Microsoft Office, Microsoft Excel, Teamwork, Microsoft Word, Social Media, Social Networking, Marketing, Project Management
Education
Cal Poly Pomona 2012 — 2015
Bachelor's degree, Human Resources Management/Personnel Administration, General
PITZER COLLEGE June 2013 - May 2015
Panda Restaurant Group April 2011 - June 2013
PANDA RESTAURANT GROUP, INC September 2010 - September 2011
PANDA RESTAURANT GROUP, INC. 2008 - 2010
Wells Fargo 2003 - 2008
Skills
Sales, Food Service, Marketing, Customer Service, Customer Satisfaction, Hospitality, Time Management, Inventory Management, Restaurants, Facebook, PowerPoint, Social Networking, Retail, Leadership, Social Media Marketing, Microsoft Office, Event Planning, Social Media, Microsoft Word, Microsoft Excel
Education
California State Polytechnic University-Pomona 2002 — 2007
English
Charter Oak High School
East West Bank January 2013 - Present
East West Bank February 2009 - January 2013
Wells Fargo January 2008 - January 2009
Citi April 2004 - January 2008
Skills
Banking, Loans, Credit, Commercial Lending, Credit Analysis, Retail Banking, Credit Risk, Portfolio Management, Small Business Lending, Financial Analysis, Mortgage Lending, Cash Management, Financial Risk, Treasury Management, Consumer Lending, Loan Origination, Lines Of Credit, Relationship Management, Credit Cards, Cross Selling, Investments, Financial Modeling, Corporate Finance, Commercial Mortgages, Branch Banking, Business Analysis, Payments, Customer Service, Vendor Management, Bank Secrecy Act, Microsoft Excel, Financial Services, Mortgage Banking, Deposits, Private Banking, Asset Management, Due Diligence, Commercial Banking, Sales Management, Real Estate, Sales, New Business Development, Underwriting, Finance, Risk Management, Management, Microsoft Office
Education
California State Polytechnic University-Pomona 1999 — 2001
Bachelor of science, Business Administration and Management, General
American Express April 2015 - Present
OmniForce LLC July 2014 - February 2015
Dyad MUA FX May 2014 - August 2014
CauseForce, LLC September 2013 - July 2014
AIG March 2012 - September 2013
The Walt Disney Company January 2011 - December 2011
Jenny Chase Inc. March 2010 - September 2010
Wells Fargo July 2006 - March 2010
Well Fargo Bank 2006 - 2010
Skills
Event Planning, Marketing, Microsoft Office, Marketing Communications, Editing, Social Media Marketing, Social Networking, Advertising, Customer Service, Research, Spanish, Facebook, PowerPoint, Sales, Microsoft Word, Budgets, Social Media, Public Speaking, Blogging, Analysis, Business Development, Tumblr, Twitter, Direct Sales, Leadership Development, Computer Literate, Word, Mentoring, Administration, Teaching, Problem Solving, Tutoring, Photography, Event Management, Marketing Strategy, Strategy, Training, Public Relations, Management, Market Research, Leadership, Online Advertising, Email Marketing, Project Management, Photoshop, Microsoft Excel, Digital Marketing, Press Releases, International Event..., International Sales &...
Education
NYU School of Professional Studies 2015 — 2016
Digital Marketing Program
Cal Poly Pomona 2007 — 2011
B.S. in Business Admin, Marketing Major/ International Business Minor, 3.0
San Leandro High School
Wells Fargo February 2014 - Present
Wells Fargo February 2009 - February 2014
Bank of America July 2007 - December 2008
Bank of America January 2007 - July 2007
Bank of America June 2006 - January 2007
Skills
Banking, Retail Banking, Relationship Management
Education
California State Polytechnic University-Pomona 2006 — 2014
Bachelor of Business Administration (BBA), Accounting
Wells Fargo November 2014 - Present
Wells Fargo Dealer Services April 2012 - November 2014
Wells Fargo Dealer Services June 2007 - April 2012
Wachovia Bank f/k/a Western Financial Bank September 2005 - June 2007
Bank of America October 2003 - February 2005
Skills
Leadership, Operational Risk, Remediation, Compliance, Compliance Management, Auditing, Policy Analysis, Process Integration, Loss Mitigation, Reporting & Analysis, Conflict Resolution, Data Entry, Accurate Record Keeping, Banking, Bankruptcy, Call Centers, Quality Assurance, Customer Service, Access, Lexis, Microsoft Excel, Microsoft Office
Education
California State Polytechnic University-Pomona 2002 — 2006
English Literature and Language
State of California May 2009 - Present
Department of Business Oversight May 2014 - May 2015
Wells Fargo April 2006 - May 2009
Skills
Policy Analysis, Public Policy, Government, Sales, Microsoft Excel
Education
University of Redlands 2014 — 2016
Master of Business Administration (M.B.A.), Finance
California State Polytechnic University-Pomona 2002 — 2007
Bachelor’s Degree, Business of Administration with an emphasis in Finance
City National Bank May 2005 - Present
Wells Fargo September 1992 - April 2005
Skills
Banking, Retail Banking, Human Resources, Talent Management, Financial Services, Recruiting, Training, Employee Relations, Management, Administration, Talent Acquisition, Performance Management, Employee Benefits, Financial Analysis, Credit Risk, Succession Planning, Leadership
Education
California State Polytechnic University-Pomona
Bachelor's degree, Human Resources Management/Personnel Administration, General
JPMorgan Chase October 2011 - Present
Wells Fargo November 2005 - September 2011
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Process Improvement, Leadership, PowerPoint, Outlook, Retail, Inventory Management, Contract Negotiation, Social Media, Social Media Marketing, Photoshop, Research, Team Leadership, Sales
Education
Cal Poly Pomona
Wimplus, Inc May 2014 - Present
Smarthome January 2011 - Present
University of California, Irvine Extension April 2008 - Present
University of Phoenix April 2008 - November 2011
Dynamic SUolutionz November 2003 - January 2011
DeVry February 2006 - November 2007
Verizon February 1999 - November 2003
Zellerbach February 1995 - February 1999
Walt Disney June 1994 - August 1994
Wells Fargo February 1990 - February 1994
Skills
Public Speaking. ..., Strategy, Marketing, Market Research, Advertising, Cross-functional Team..., Marketing Management, Training, Business Development, Sales Operations, Sales, Program Management, Project Management, Public Speaking, Negotiation, Spanish
Education
University of California, Irvine 1999 — 2001
Master of Business Administration (MBA), Marketing, 3.9
California State Polytechnic University-Pomona 1990 — 1994
Bachelor of Arts (B.A.), Marketing, 3.79
Southwest Inspection and Testing, Inc. October 2013 - Present
American Engineering Laboratories, Inc (AEL) July 2012 - October 2013
City of Carson, California July 2011 - July 2012
Political Consulting and Management June 2011 - November 2011
Wells Fargo November 2008 - June 2011
Bank of America January 2007 - November 2008
Skills
Microsoft Office, Public Speaking, Community Outreach, PowerPoint, Research, Photoshop, InDesign, Nonprofits, Social Networking, Microsoft Excel, Event Planning, Microsoft Word, Marketing, Project Planning, Program Management, Time Management, Social Media, Management
Education
California State Polytechnic University-Pomona 2008 — 2011
Bachelor of Science (B.S.), Urban and Regional Planning
Wells Fargo March 2010 - January 2011
Wells Fargo March 2007 - February 2010
Wells Fargo October 2005 - March 2007
Education
California State Polytechnic University-Pomona
Bachelor of Arts (B.A.), Psychology
Mt. San Antonio College
Associate of Arts (A.A.), Behavioral Sciences
Farmers Insurance August 2013 - April 2014
Wells Fargo June 2012 - June 2013
Farmers Insurance December 2011 - June 2012
California Security Insurance January 2009 - April 2012
Lotus Properties and Mortgage October 2002 - October 2008
Southwest Dealers Insurance Services May 1999 - October 2002
Skills
Interviews, Customer Service, Event Planning, Recruiting, Sales Management, Microsoft Office, Market Expansion,..., Marketing, Selling, Sales, Negotiation, Insurance, Banking, Training, Social Media, Marketing Strategy
Education
California State Polytechnic University-Pomona 2000 — 2004
Ruben S Ayala High School 1996 — 2000
Wells Fargo 2014 - Present
Wells Fargo 2010 - 2014
Wells Fargo 2008 - 2010
Wells Fargo 2008 - 2008
Wells Fargo 2006 - 2007
Wells Fargo 2006 - 2006
Skills
Lines Of Credit, Cash Management, Financial Analysis, Risk Management, Branch Management, Credit Risk, Finance, Branch Banking, Treasury Management, Financial Services, Investments, Wealth Management, Deposits, Refinance, Banking, Business Development
Education
California State Polytechnic University-Pomona
International Business
AAA June 2012 - Present
Wells Fargo June 2011 - May 2012
Disneyland Resort June 2010 - June 2011
Education
California State Polytechnic University-Pomona 2007 — 2010
Human Resources
Fullerton College
AA, Liberal Studies
Wells Fargo Global Banking November 2005 - Present
Wells Fargo Bank 2005 - Present
Japan-Amerca Society SoCal 2009 - 2014
Wells Fargo March 1988 - November 2005
Skills
Banking, Commercial Banking, Finance, Loans, Financial Structuring, Commercial Lending, Risk Management, Marketing, Portfolio Management, Trading, Treasury Management, Asset Based Lending, Credit, Credit Analysis, Working Capital..., Corporate Finance, Investments, International Trade, International Business
Education
California State Polytechnic University-Pomona 1981 — 1985
B.S., Finance
Kar Kare Company November 2013 - Present
Wells Fargo July 2012 - October 2013
Rocky Mountain Chocolate Factory June 2005 - September 2009
Skills
Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2015 — 2017
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
California State Polytechnic University-Pomona 2009 — 2013
Bachelor's degree, Hospitality Administration/Management, 3.2
The Minka Group December 2013 - Present
Staples Business Advantage July 2013 - December 2013
Magnolia Foods LLC December 2011 - July 2013
Cardenas Markets Inc March 2011 - January 2012
Best Buy 2010 - 2011
Wells Fargo June 2008 - June 2009
Nike 2006 - 2008
Skills
Accounts Payable, Accounts Receivable, Microsoft Excel, Account Reconciliation, Invoicing, Accruals, Monthly Closing, Purchase Orders, Accounting, Inventory, 10 Key
Education
University of Redlands 2011 — 2012
BS, Business Administration
Cal Poly Pomona 2004 — 2007
Damien High School 2000 — 2004
High School Diploma
Capital Growth Properties Inc. April 2015 - Present
Westmont Hospitality Group January 2014 - April 2015
Rehrig Pacific Company February 2013 - December 2013
Wells Fargo June 2010 - March 2012
US Navy February 2006 - February 2010
Skills
Accounting, Auditing, Budgets, Financial Analysis, Account Reconciliation, General Ledger, Financial Reporting, Accounts Receivable, Microsoft Excel, Access, Outlook, Tax, Microsoft Word
Education
California State Polytechnic University-Pomona
Bachelor of Science Business Administration, Accounting
Wells Fargo Bank September 2007 - Present
Wells Fargo 2007 - 2011
Wells Fargo Bank June 2000 - October 2007
Education
California State Polytechnic University-Pomona 1989 — 1994
Computer Information Systems
Wells Fargo Merchant Services March 2009 - Present
Wells Fargo 2009 - Present
STAR Debit Network, Inc. 2005 - 2007
Education
California State Polytechnic University-Pomona
Visa, Inc. April 2012 - Present
Wells Fargo June 2009 - December 2012
Bank of America 2006 - 2008
Skills
SDLC, Business Analysis, Requirements Analysis, Agile Methodologies, Software Project..., Vendor Management, Visio, SharePoint, Requirements Gathering, Integration, PMO, Unix
Education
California State Polytechnic University-Pomona
Master of Business Administration (M.B.A.), Business Administration and Management, General
Loyola Marymount University
Bachelor of Business Administration (B.B.A.), Business Administration
Wells Fargo September 2012 - Present
Wells Fargo Home Mortgage August 2011 - Present
Wells Fargo Home Mortgage January 2011 - Present
Bank of America Home Loans January 2009 - September 2009
Bank of America January 2009 - September 2009
Indymac Bank July 2005 - 2008
Indymac Bank 2001 - 2005
Indymac Bank 1999 - 2001
IndyMac Bank 1995 - 1999
GE Capital 1991 - 1994
Skills
Portfolio Lending, Cash Flow Analysis, Mortgage Banking, Credit, Due Diligence, Residential Mortgages, Mortgage Lending, Quality Control, Portfolio Management, Underwriting, Refinance, Mortgage Underwriting, Banking, Credit Analysis
Education
California State Polytechnic University-Pomona
Citrus College
Kaiser Permanente March 2014 - Present
Kaiser Permanente September 2012 - February 2014
Kaiser Permanente January 2011 - September 2012
Kaiser Permanente April 2008 - February 2011
Wells Fargo 2006 - 2007
Skills
Customer Service, Healthcare, Call Centers, Project Management, PowerPoint, Microsoft Excel, Microsoft Word, Cpr Certified, Microsoft Office, BLS, Leadership, Management, Healthcare Management, Social Media, Marketing, Strategic Planning, Hospitals, Team Building, Sales, Process Improvement, Outlook, Healthcare Information...
Education
California State Polytechnic University-Pomona 2007 — 2010
Bachelor's Degree, Management and Human Resources
Boston Private Bank March 2013 - Present
Wells Fargo January 2010 - March 2013
Cornerstone Lending July 2007 - December 2010
Diamond Point Lending October 2002 - July 2007
Skills
Jumbo Mortgage, Construction Loans, First Time Home Buyers, Real Estate, Investment Properties, Foreclosures, Short Sales, Residential Homes, Negotiation, Single Family Homes, Customer Service, Relocation, Condos, FHA, Loan Origination, Loans, Mortgage Lending, Sellers
Education
California State Polytechnic University-Pomona 1998 — 2002
St Francis High School, La Canada 1990 — 1993
wells Fargo Operations ManagerWells Fargo BankJanuary 1996 - Present
Education
California State Polytechnic University-Pomona 1982 — 1983
Kayne Anderson Capital Advisors April 2005 - Present
Salomon Smith Barney March 1998 - April 2005
Wells Fargo September 1994 - March 1998
Education
California State Polytechnic University-Pomona 1987 — 1993
Wells Fargo March 2015 - Present
Wells Fargo Bank October 2010 - Present
Wells Fargo Bank November 1999 - October 2010
Wells Fargo October 1996 - November 1999
Education
California State Polytechnic University-Pomona 1991 — 1995
Wells Fargo March 2012 - Present
Wells Fargo March 2005 - March 2012
Wells Fargo Bank June 1999 - March 2005
Skills
Investments, Banking, Wealth Management, Estate Planning, Alternative Investments, Mutual Funds, Retirement Planning, Relationship Management, Strategic Financial..., Financial Services, Risk Management, Equities, Portfolio Management, Mortgage Lending, Asset Managment, Asset Management, Securities, Real Estate, Asset Allocation, Loans, Financial Analysis, Commercial Lending, Private Banking, Bonds, High Net Worth..., Commercial Banking, Wealth, Retail Banking, Series 7, Investment Management, Fixed Income, Retirement, Finance, Investment Advisory, Wealth Management..., Investment Strategies, Financial Advisory, Treasury Management, Financial Planning
Education
California State University-Fullerton 2001 — 2003
Political Science, International Politics, Public Administration, Criminal Justice, and Pre-Law
California State Polytechnic University-Pomona 1997 — 1999
NA, Aerospace Engineering
Provident Bank February 2015 - Present
Firefighters First Credit Union December 2012 - February 2015
ECCU 2007 - 2012
Citizens Business Bank 2004 - 2007
Sunwest Bank 2003 - 2003
Mellon 1st Business Bank 2002 - 2002
Wells Fargo 1998 - 2002
U.S. Bank 1992 - 1998
Skills
Commercial Lending, Commercial Real Estate, Loans, Commercial Banking, Lines Of Credit, Credit, Banking, Sales Management, Team Building, Relationship Management, Business Development, Financial Analysis, Portfolio Management, Strategic Planning, Leadership, Start-ups, Securities & Investments, Mergers & Acquisitions, Commercial Mortgages, Risk Management
Education
California State Polytechnic University-Pomona 1982 — 1985
BS, Marketing Management
University of Redlands
MBA
Wells Fargo Technology Relationship ManagerWells Fargo2011 - Present
Wells Fargo Wholesale Banking 1989 - September 2011
Education
California State Polytechnic University-Pomona
JPMorgan Chase & Co. March 2015 - Present
JPMorgan Chase & Co. April 2013 - Present
Wells Fargo Bank June 2006 - April 2013
Wells Fargo June 2004 - June 2006
Wells Fargo May 1997 - June 2004
Skills
Treasury Management, Investment Banking, Wealth Management, Finance, FX Options, Commercial Lending, Commodity, Credit Analysis, Commercial Banking, Insurance, Loans, Credit, Banking, Middle Market, Portfolio Management
Education
California State Polytechnic University-Pomona 1999 — 2003
MBA, Finance
Iowa State University 1993 — 1997
Bachelor of Science, Major in Business Finance
California Bank & Trust October 2012 - Present
Comerica Bank January 2000 - October 2012
Union Bank 1993 - 2000
Wells Fargo 1992 - 1993
Bank of California 1989 - 1991
Bank of America 1981 - 1989
Skills
Commercial Lending, Middle Market, Small Business Lending, Commercial Banking, Asset Based Lending, Cash Flow Lending, Loans, Lines Of Credit, Credit Analysis, Consumer Lending, Credit, SBA, Banking, Treasury Management, SBA 504, Commercial Mortgages, Treasury Services, Portfolio Management, Underwriting, Credit Risk, Mortgage Lending
Education
California Sate University, Los Angeles 1990 — 1992
Master of Business Administration (MBA), Business Administration and Management, General
California State Polytechnic University-Pomona 1981 — 1986
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Farmers & Merchants Bank of Long Beach Vice PresidentBank of the West1996 - 2004
Wells Fargo 1989 - 1990
Education
California State Polytechnic University-Pomona 1995 — 1996
MBA, Business
UC Davis
EquestriFit January 2014 - Present
Law Offices of Thomas W. Falvey June 2009 - December 2013
Wells Fargo April 2005 - October 2007
Skills
Microsoft Office, Outlook, PowerPoint, Data Entry, Administrative..., Microsoft Excel, Microsoft Word, Research, Entrepreneurship, Sports Chiropractic, Animal Chiropractic, Holistic Health, Healthcare, Health Education, Time Management
Education
Options for Animals 2013 — 2013
N/A, Animal Chiropractic Care
Southern California University of Health Sciences 2010 — 2013
Doctor of Chiropractic
California State Polytechnic University-Pomona
Bachelor of Science (BS), Entrepreneurial and Small Business Operations
Zillow March 2014 - Present
Wells Fargo April 2013 - February 2014
United Medical Credit, Inc. April 2010 - January 2013
Bose Corporation September 2005 - April 2011
Skills
Consumer Electronics, Retail, Sales, Product Marketing, Electronics, Product Development, Marketing, AV, Competitive Analysis, Merchandising, Product Management, Cross-functional Team...
Education
California State Polytechnic University-Pomona 2006 — 2013
Wells Fargo October 2010 - Present
Wells Fargo Financial December 2006 - October 2010
Education
California State Polytechnic University-Pomona 2002 — 2006
internation business and marketing
USB September 2009 - Present
Wells Fargo March 2007 - August 2009
Wells Fargo Home Mortgage October 2006 - March 2007
Countrywide Home Mortgage February 2003 - October 2006
Citibank June 1999 - January 2003
Skills
Small Business Lending, Loans, Commercial Banking, Consumer Lending, Retail Banking, Banking, Credit, Commercial Lending, Credit Analysis, Mortgage Lending, Lines Of Credit, Credit Risk, Cross Selling, Loan Origination, Portfolio Management, Mortgage Banking, Private Banking, Cash Management, Deposits, Refinance, Branch Banking
Education
California State Polytechnic University-Pomona
Bachelor's degree, Accounting
Wells Fargo October 2014 - Present
Wells Fargo Gaming Capital, LLC April 2013 - October 2014
Wells Fargo November 2010 - April 2013
Wells Fargo June 2007 - November 2010
Wells Fargo April 2006 - June 2007
Wells Fargo October 2003 - April 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Sales Management, Sales, Market Analysis, Financial Analysis, Report Writing, Multi Tasking, Teamwork, Business Networking, Banking, Credit Analysis, Loans, Management
Education
Cal Poly Pomona 1998 — 2003
Bachelor of Science (B.S.), Hospitality Administration/Management
Wells Fargo Capital Finance June 2014 - Present
Wells Fargo June 2013 - June 2014
Wells Fargo September 2011 - May 2013
Skills
Finance, Investments, Financial Analysis, Credit Analysis, Banking, Financial Modeling, Microsoft Excel, Strategic Financial..., Valuation, Financial Accounting, Commercial Banking, Corporate Finance, Economics, Underwriting, Equities, Fixed Income
Education
UCLA Extension 2014 — 2015
California State Polytechnic University-Pomona 2007 — 2010
Bachelor of Science, Finance
Fifth Third Bank January 2008 - Present
Wells Fargo 2007 - 2008
Wells Fargo 2005 - 2007
Wells Fargo 2002 - 2005
Wells Fargo Bank 1992 - 2002
Skills
Retail Banking, Small Business Lending, Banking, Consumer Lending, Loans, Commercial Lending, Credit, Credit Analysis, Loan Origination, Coaching, Sales Management, Commercial Banking, Mortgage Lending, Underwriting, Mortgage Banking, Team Building, Branch Management, Cross Selling
Education
Western State University College of Law 2000 — 2004
doctorate of law, law
Darden, Graduate School of Banking 2001 — 2003
banking school, banking
California State Polytechnic University-Pomona 1991 — 1994
bus admin, finance, real estate, and law
Wells Fargo March 2013 - Present
Skills
Microsoft Office, Small Business Lending, Commercial Banking, Commercial Lending, Loans, Cross Selling, Banking, Credit, Bilingual, Customer Service, Sales Operations, Mortgage Banking, Mortgage Lending, Finance, Consumer Lending, Retail Banking, Financial Services
Education
California State Polytechnic University-Pomona 2007 — 2009
BS, International Business Marketing
Pasadena City College 2005 — 2007
Associate of Arts (A.A.), Business Administration and Management, General
Citi May 2013 - Present
Wells Fargo July 2005 - February 2013
California State Assembly February 2006 - June 2006
Full Spectum Lending February 2002 - May 2004
Skills
Banking, Credit, Loans, Retail Banking, Mortgage Lending, Cross Selling, Credit Analysis, Relationship Management, Risk Management, FHA, Vendor Management, Process Improvement, Management, Sales, Sales Management, Financial Analysis
Education
California State Polytechnic University-Pomona
Bachelor's degree, Political Science and Government
Abbot Downing 2012 - Present
Abbot Downing (a Wells Fargo Company) 2012 - Present
Wells Fargo Bank August 2009 - Present
Wells Fargo Bank May 2006 - January 2009
Wells Fargo February 1995 - May 2006
Skills
Mortgage Underwriting, Credit Analysis, Loans, Commercial Lending, Consumer Lending, Mortgage Lending, Underwriting, Credit, Lines Of Credit, Loan Origination, Small Business Lending, Asset Based Lending, Commercial Banking, Home Equity Loans, Credit Risk, Banking, Portfolio Management, Retail Banking, Relationship Management, Wealth Management
Education
California State Polytechnic University-Pomona 1991 — 1993
Master of Business Administration (MBA), MBA
University of Southern California 1985 — 1989
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, 3.5
KNA Interior Design October 2014 - April 2015
Creative Resource Associates (CRA) January 2014 - September 2014
UCLA Extension / Cal Poly Pomona January 2012 - December 2013
HBA/Hirsch Bedner Associates March 2013 - June 2013
The Art Institute of California - Hollywood July 2010 - March 2012
Wells Fargo August 2001 - September 2006
Skills
Interior Architecture, Interior Design, AutoCAD, SketchUp, Space Planning, Photoshop, Design Research, SU Podium, 3D Modeling, Rendering, 3D Rendering, Microsoft Office, Sustainable Design, Conceptual Design, Revit, Hospitality, Construction Drawings, Sketching, Presentation Boards, FF&E Specifications, Tutoring, Event Planning, Furniture
Education
California State Polytechnic University-Pomona 2012 — 2013
Master’s Degree
UCLA Extension 2012 — 2013
Master’s Degree
University of California, Los Angeles
Bachelor’s Degree
Wells Fargo January 2014 - Present
Westlake Financial Services June 2012 - January 2014
C&E Financial March 2009 - May 2012
Skills
Knowledgeable in..., Fluent in Spanish, Knowledgeable in..., Experienced in funding..., Highly Proficient with..., Finance, Sales, Credit, Loans, Credit Analysis, Financial Analysis, B2B, Marketing, Automotive, Training, Banking
Education
California State Polytechnic University-Pomona 2009 — 2012
Bachelors of Science, Business Administration in Finance, Graduate
Riverside City College 2005 — 2008
Associates of Arts & Science, General Studies
Wells Fargo August 2013 - Present
T-Mobile February 2009 - July 2013
AT&T June 2008 - February 2009
Complete Printing and Graphics Inc. December 2006 - June 2008
Skills
Peachtree Accounting, Adobe Photoshop, Adobe Illustrator, Adobe Acrobat, Consumer Loans, Credit Products, Home Equity Loans, Home Equity Lines of..., Revolving Lines of..., Retail Banking, Commercial Banking, Cross Selling, CPR Certified, AED Certified
Education
California State University-Los Angeles 2009 — 2013
Bachelor of Business Administration (BBA), International Business & Marketing
California State Polytechnic University-Pomona 2008 — 2009
International Business & Marketing
Mark Keppel High School 2001 — 2004
State Bank of India April 2013 - Present
Wells Fargo March 2011 - April 2013
Wells Fargo March 2008 - March 2011
Skills
Banking, Financial Analysis, Loans, Risk Management, Credit Analysis, Portfolio Management, Finance, Customer Service, Credit Risk, Commercial Banking, Commercial Real Estate..., Commercial and..., Moodys Risk Assessment, Financial Tools, CASH Spread software, Financial Modeling, Financial Projection, Credit
Education
California State Polytechnic University-Pomona 2007 — 2010
Bachelor of Business Administration (BBA), Finance, Real Estate, Law, B
Wells Fargo 2005 - Present
Education
California State Polytechnic University-Pomona 1987 — 1991
Bachelor of Science (BS)
ADP August 2015 - Present
Paychex March 2013 - August 2015
Williams Scotsman May 2012 - January 2013
Wells Fargo February 2011 - May 2012
McGrath Rent Corp May 2005 - February 2011
Imagistics, Inc January 2004 - May 2005
Skills
New Business Development, Selling, Contract Negotiation, Sales Operations, Sales, Cloud Computing, Software Sales...
Education
Cal Poly Pomona 2002 — 2004
Bachelor of Science (BS), Business Administration and Management, General
California State Polytechnic University 2002 — 2004
Bachelor of Science, Business Administration
Business Data Links, Inc. September 2012 - Present
Wells Fargo November 2010 - September 2012
Education
Cal Poly Pomona
Bachelor's degree, Accounting
US Airways/American Airlines (Piedmont) July 2013 - Present
Long Beach Child Development Center-Liberal Arts September 2012 - Present
Nazarene Christian Preschool September 2008 - June 2009
Million Dollar Baby 1999 - 2001
Wells Fargo October 1995 - October 1998
Education
Long Beach City College 2006 — 2012
Early Childhood Certificate, Child Development
Cal Poly Pomona 1991 — 1997
Bachelor of Science Degree, Marketing/Marketing Management, General (Chemistry Minor)
n/a
Wells Fargo October 2012 - Present
H&R Block January 2010 - April 2012
jcpenney July 2010 - March 2012
Skills
Customer Service, Sales, Public Speaking, Time Management, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Leadership, Event Planning
Education
California State Polytechnic University-Pomona 2013 — 2016
Bachelor of Business Administration (BBA), Business Administration and Management, General
Citrus College 2009 — 2012
Associate of Science (AS), Business Administration and Management, General
Wells Fargo November 2013 - Present
Cal Poly Pomona September 2012 - November 2013
Cal Poly Pomona November 2010 - August 2012
Skills
Team Leadership, Leadership, Accounting, Finance, Microsoft Office, Customer Service, Teamwork
Education
California State Polytechnic University-Pomona 2010 — 2015
Bachelor of Science (BS), Accounting and Finance
Fortiss LLC September 2011 - Present
Ideal Co. Inc. July 2008 - September 2011
Wells Fargo October 2005 - April 2008
Skills
Outlook, Office Administration, Office Management, Data Entry, Administrative..., Microsoft Office, Project Management, Property Management, Logistics Coordinator, Microsoft Excel, PowerPoint, Training, Customer Service
Education
California State Polytechnic University-Pomona 2005 — 2008
Bachelor of Arts (B.A.), Psychology