Wells Fargo Bank
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 Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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17,543 Wells Fargo Bank employees in database. Find out everything there's to know about Wells Fargo Bank 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 Bank Employees
Wells Fargo April 2014 - Present
Wells Fargo Bank August 2010 - March 2014
Skills
Treasury Management, Treasury Services, Cash Management, Commercial Banking, Commercial Lending, Financial Services, Relationship Management
Education
University of California, Berkeley
B.A., Political Science
Morgan Stanley January 2014 - Present
Union Bank October 2012 - December 2013
UBS April 2011 - October 2012
Wells Fargo Bank February 2010 - March 2011
Skills
Banking, Financial Services, Leadership, Investments, Portfolio Management
Education
University of California, Berkeley
BA, Economics
Castlight Health March 2013 - Present
Freelance December 2007 - Present
Limos.com March 2011 - February 2013
Barclays Global Investors March 2007 - October 2008
InMotionMedia, Inc October 2000 - December 2007
Wells Fargo Bank September 2006 - March 2007
Hotwire October 2004 - April 2006
Workbox, Inc April 1999 - August 2000
Red Eye Digital Media 1998 - 1999
Skills
Team Leadership, Advanced CSS, JavaScript, jQuery, CSS, User Interface Design, HTML 5, Web Development, MySQL, Scrum, HTML, Front-end, User Interface, Ruby on Rails, CSS3, Web Applications, XML, DHTML, Cross-browser..., Designing, E-commerce, Agile Methodologies, Ruby, User Experience Design, SEO, Content Management, PHP, HTML5
Education
University of California, Berkeley 1987 — 1992
BA, Psychology, Linguistics
AngularJS Bootcamp
AngularJS Bootcamp
Monte Vista High School
High School Diploma
McKesson December 2013 - Present
McKesson October 2012 - December 2013
Wells Fargo Bank May 2010 - September 2012
Wells Fargo Bank October 2008 - May 2010
Wells Fargo Bank January 2006 - October 2008
Overland Solutions February 2005 - January 2006
Skills
Accounting, Account Reconciliation, Auditing, Internal Audit, General Ledger, Sarbanes-Oxley Act, Financial Statement..., Finance, Bank Reconciliation, SEC filings, Financial Analysis, Accruals, Financial Forecasting, Payroll, Corporate Finance, Consolidation, Financial Statements, GAAP, Variance Analysis, Balance, Analysis, Credit, Financial Reporting, Management, Internal Controls, Process Improvement
Education
University of California, Berkeley 2011 — 2014
Certificate, Finance, General
University of California, Davis 2000 — 2004
Bachelors, Economics
Wells Fargo September 2014 - Present
Wells Fargo Bank October 2011 - September 2014
Wells Fargo Bank March 2011 - October 2011
Wells Fargo Bank May 2009 - March 2011
Nestle June 2007 - August 2007
Skills
Banking, Marketing Strategy, Marketing, Project Management, Sales Readiness, Sponsorship Activation, Sponsorship Program..., Sales, Sales Management, Sales Operations, Program Management, Management, Time Management, Market Research
Education
University of Arizona, Eller College of Management 2004 — 2008
B.S. in Business Administration, Marketing/Global Business
Wells Fargo Bank
Skills
Asset Management, Commercial Lending, Banking, Credit Analysis, Credit, Loans, Commercial Mortgages, Commercial Banking, Credit Risk, Underwriting, Loan Origination, Wealth Management, Construction Loans, Investments, Commercial Real Estate, Financial Analysis, Real Estate Economics, Real Estate, Due Diligence, Real Estate Transactions
Education
U.C. Berkeley
University of California, Berkeley
Economics and Sociology
Wells Fargo November 2014 - Present
Wells Fargo January 2012 - November 2014
Wells Fargo Bank June 2010 - December 2011
Wells Fargo Bank December 2005 - June 2010
Multiple industries and companies 1986 - 2005
Southern Pacific Rail Road 1986 - 1989
Skills
PL/SQL, Databases, SAS, Oracle, Data Management, Data Warehousing, Analysis, ETL, Data Modeling, SAS programming, Business Intelligence, SQL, Requirements Gathering, Business Analysis, SDLC, Visio, Data Mining, Unix, Database Design, Teradata, Access, Data Analysis, Integration, Requirements Analysis, Forecasting, Perl, Analytics, Software Development, Statistical Modeling, Statistics, Shell Scripting, VBA, Risk Management, Credit Risk, Data Integration, Business Requirements, SQL Tuning, Crystal Reports, Software Project..., Unix Shell Scripting, Big Data, SAS Programming
Education
University of California, Berkeley 1979 — 1983
BS, Political Economy of Natural Resource
Mills High School 1976 — 1977
HS Diploma, Math and Science
Wells Fargo June 2015 - Present
Wells Fargo Bank August 2007 - June 2015
University of California, Berkeley 2004 - 2007
Heyday Books 2003 - 2004
Skills
Newsletters, Corporate Communications, Editing, Technical Writing, Technical Documentation, Press Releases, Nonprofits, Training, Community Outreach, Event Planning, Research, Volunteer Management, Document design, Creative Writing, Marketing Copy, Public Speaking, Social Media, Non-profits, Public Relations, Social Networking, Blogging, Fundraising, Web Content Management, Marketing Communications, Data Analysis, Journalism, Academic Tutoring
Education
University of California, Berkeley 2002 — 2007
Master’s Degree, English Literature
University of California, Berkeley 1996 — 2000
Bachelor’s Degree, English, Summa Cum Laude
University of California, Berkeley
Bachelor of Arts (B.A.), English Literature
Recology August 2011 - Present
City of Oakland April 2011 - September 2011
City of Oakland November 2006 - July 2009
Sports for Kids, Rosa Parks Elementary January 2004 - June 2004
One Stop Center January 2000 - May 2001
Kaiser Permanente June 1995 - July 1999
Wells Fargo Bank August 1993 - June 1995
Discovery Toys March 1991 - August 1993
Skills
Word, Excel, PowerPoint, Outlook, Customer Service, English, Spanish, Administrative Support, Scheduling, Data Entry, Problem Solving, Teamwork, Telephone Skills, Microsoft Excel, Microsoft Word, Process Scheduler, Administrative..., Human Resources, Administrative..., Benefits Administration, Microsoft Office, Policy, Program Management, Recruiting, Time Management, Training, Public Speaking
Education
University of California, Berkeley 2001 — 2004
BA, Social Welfare
Regalado Household September 2006 - Present
Sharma Family September 2011 - June 2012
Stephen S.Wise Elementary School 2012 - 2012
Stephen S. Wise Early Childhood Center December 2006 - June 2010
Washington Mutual Bank May 2003 - July 2006
Capital Group Companies, Inc November 2000 - April 2003
University of California February 2000 - June 2000
Wells Fargo Bank February 1996 - June 1999
Skills
Public Speaking, Microsoft Excel, Teaching, Microsoft Word, Social Media, Microsoft Office, Project Management, Photoshop, Research, PowerPoint, Customer Service, English, Strategic Planning, Staff Development, Coaching, Higher Education, Event Planning, Management, Editing, Training
Education
UCLA 1998 — 2000
BA, Linguistics, Linguistics
University of California 1998 — 2000
Bachelor of Arts, Linguistics
Hartnell College 1996 — 1998
Associate of Arts (AA)
Wells Fargo Bank August 2010 - Present
Utah, Washington and Wyoming High School Activities Assocation October 1996 - Present
Gosar for Governor Campaign May 2010 - August 2010
Select Portfolio Servicing August 2008 - July 2010
HSBC Finance Corporation August 2002 - August 2008
3rd Judicial District, State of Wyoming July 1997 - August 1999
Skills
Fundraising, Banking, Management, Financial Analysis, Negotiation, Credit, Sales, Investors, Mortgage Lending, Analysis, REO, Loan Origination, Sellers, Loans, Insurance, Finance, Marketing, Portfolio Management, Strategy, Mortgage Banking
Education
University of Wyoming College of Law 1993 — 1996
JD, Law
University of Arizona 1988 — 1992
BSBA, Accounting
JPMorgan Chase April 2012 - Present
Wells Fargo Bank October 2010 - June 2012
Wells Fargo Auto Finance September 2005 - October 2010
Wells Fargo July 2003 - September 2004
Wells Fargo Subsidiary in Argentina April 1998 - July 2003
Banco Macro S.A. January 1997 - April 1998
Estudio de la Vega & Asociados January 1992 - January 1997
Skills
Risk Management, Compliance, Fraud Prevention, Banking, Internal Audit, Fair Lending, BSA, AML, Consumer Lending, Operational Risk, Risk Mitigation, Reputation Risk..., Diversity, Customer Relations, Risk, Auditing, Bank Secrecy Act, Operational Risk..., Financial Risk, Fraud, Management, Retail Banking
Education
UCLA - The John E. Anderson Graduate School of Management 2009 — 2009
Graduate of the Wells Fargo Latino American Leader Program, Latino Leadership Program
Institute of Certified Bankers 2006 — 2006
Certified Regulatory Compliance Manager, CRCM
Universidad de Buenos Aires 1988 — 1995
Certified Public Accountant, CPA
Invictus International October 2009 - Present
Jeremiah's Home September 2009 - Present
HSBC 2003 - 2009
Household International 1997 - 2003
The San Francisco Chronicle & Examiner 1996 - 1997
International Association for Business Communicators 1992 - 1996
Wells Fargo Bank 1980 - 1992
Skills
Negotiation, Business Development, Vendor Management, Process Improvement, Cross-functional Team..., Analytics, Project Management, Forecasting, Credit Cards, Strategic Planning, Financial Services, Product Development, Risk Management, Account Management, Public Relations, Purchasing, Growth Strategies, Contract Management, Pricing Strategy, Marketing, Management, Budgets, Strategy, CRM, Program Management, Leadership, Product Management, Competitive Analysis, Business Strategy, Business Process..., Management Consulting
Education
University of California, Berkeley 1995 — 1997
32 MBA credits, International Marketing
Philippine Normal University
BSEE, Graduated, Higher Education/Higher Education Administration
Facebook March 2013 - Present
Facebook October 2011 - March 2013
Efficient Frontier (acquired by Adobe) December 2009 - October 2011
Digg January 2009 - December 2009
Yahoo! November 2007 - January 2009
Yahoo! April 2005 - November 2007
Yahoo! September 2001 - May 2005
Ask.com (acquired by IAC) May 2000 - August 2001
Wells Fargo Bank July 1999 - June 2000
California Bank & Trust 1996 - 1999
Skills
Product Marketing, Product Management, Product Development, SEM, Advertising Sales, Strategic Partnerships, Search, Online Marketing, Online Advertising, Display Advertising, Marketing, Advertising
Education
University of California, Berkeley 1990 — 1994
BA, English
Commercial Lending Corporation January 2014 - Present
Shaun M. Weidman Inc. July 2006 - Present
Sebastian County January 2009 - December 2012
Wells Fargo Bank 2004 - 2006
Regions Bank 2002 - 2004
Cellular and Pager Warehouse 1995 - 2001
Skills
Team Building, Budget, Outlook, New Business Development, Account Management, Research, Team Leadership, Operations Management, Energy, Inventory Management, Project Management, People-oriented, Self-driven, People Skills, Self-motivated Team..., Budgets, Life Insurance, Mortgage Lending, Credit, Insurance, Banking, Direct Sales, Analysis, Training, Customer Satisfaction, Coaching, Management, Forecasting, Marketing, Leadership Development, Leadership, Retail, Teamwork, Financial Analysis, Entrepreneurship, Supervisory Skills, Public Relations, Time Management, Recruiting, Business Development, Mergers & Acquisitions, Small Business, Business Planning, Out Of the Box, Getting the Best Out Of..., Integrity, Purchasing, Procurement, Start-ups, Selling
Education
University of Arkansas 1985 — 1988
M Ed., Sports Management/Administration, 3.5
University of Arkansas at Fayetteville 1981 — 1985
BS Ed., Health and Physical Education/Fitness
Premier, Inc May 2015 - Present
Office Depot September 2014 - March 2015
Nike September 2013 - September 2014
Cognizant Technology Solutions August 2012 - September 2013
Mphasis August 2010 - August 2012
Meru Networks February 2010 - August 2010
Wells Fargo Bank August 2009 - January 2010
Infovista Technology 2007 - 2009
Enventure Technologies June 2005 - September 2007
Dimensions Innovation Labs May 2003 - August 2005
Skills
SOA, Hibernate, SOAP, Spring, Web Services, Java, SaaS, Java Enterprise Edition, JBoss Application Server, Tomcat, MySQL, Struts, jQuery, JSP, Enterprise Architecture, EJB, AJAX, JSON, Spring Webflow, JAXB, Jasper Reports, AOP, Project Management, Freemarker, Enterprise Portals, MongoDB, AngularJS, JMS, Weblogic, REST, Servlets, Ant, Agile Methodologies, Cassandra, WebLogic, Spring Framework, JavaScript, SDLC, Scrum, Design Patterns
Education
University of Calicut 1986 — 1991
St. Joseph's Boys High School 1982 — 1986
AT&T October 2013 - Present
Healy & Co April 2011 - September 2011
AT&T July 1996 - August 2010
Wells Fargo Bank April 1986 - July 1996
Coast Savings and Loan April 1986 - April 1988
First Investors September 1984 - March 1986
Chevron August 1982 - August 1984
Skills
DS0, T1, Provisioning, Trunking, Long Distance, ISDN, Training, Networking, Wireless, Troubleshooting, Ethernet, VoIP, Data Center, Management, Customer Service, Call Centers, Telecommunications, Sales
Education
University of California, Berkeley 1975 — 1980
BA, Computer Science
Newsom for California May 2009 - October 2009
Charles Schwab 2007 - 2009
Wells Fargo Bank 2002 - 2007
AvantGo 2000 - 2001
RCM Capital Management 1995 - 2000
Callan Associates 1992 - 1995
Skills
Product Marketing, P&L Management, Product Management, Product Requirements, Project Management, Business Case, Strategy, Analytics, Email Marketing, SEO, Integrated Marketing
Education
University of California, Berkeley 1987 — 1990
Junior Achievement of Northern California April 2010 - Present
U.S. Bank November 2005 - Present
U.S. Bank April 2004 - November 2005
US Bank April 2003 - April 2004
Wells Fargo Bank March 2002 - April 2003
LiveCapital March 2000 - January 2002
Wells Fargo January 1998 - May 2000
Skills
Commercial Banking, Banking, Loans, Underwriting, Business Banking, Small Business Lending, Sales Management, Non-profit Development, Training & Development, Coaching
Education
Graduate School of Retail Bank Management 2006 — 2008
Graduate Degree, Consumer Banking Management
Wells Fargo Bank Credit Management Training Program 1999 — 1999
Professional, Commercial Banking
University of California, Berkeley 1994 — 1997
B.A., Economics
Berkeley High School 1985 — 1989
Charles Schwab March 2013 - Present
Bank of the West April 2012 - February 2013
Wells Fargo Bank 2009 - January 2013
Wells Fargo Bank 2000 - 2009
Bank of America 1999 - 2000
Fleet National Bank 1997 - 1999
Bank of Boston 1995 - 1997
Bank of America 1985 - 1995
Skills
Risk Management, Fraud Prevention, Strategic Thinker, Innovative Leader, Creative Problem Solver, Excellent Communications, Industry Leadership, Banking, Risk, Executive Management, Retail Banking, Change Management, Team Building, Credit, Leadership, Forecasting, Strategy, Financial Risk, Fraud
Education
University of California, Berkeley
BA, Economics
University of Washington, Seattle
Pacific Coast Banking School
JT Services June 2014 - September 2014
Tesla Motors March 2014 - June 2014
Lowe's Home Improvement March 2013 - March 2014
Corovan April 2013 - October 2013
New York Life Insurance Company September 2011 - January 2013
A1 Roof Management April 2011 - August 2011
Wells Fargo Bank August 2009 - April 2011
Skills
Customer Service, Human Resources, Management, Microsoft Excel, Microsoft Office, Outlook, Project Management, Recruiting, Sales, Social Media, Team Building
Education
Castlemont High School 1993 — 1997
UC Berkeley
Chicano Studies
Kostopulos Dream Foundation December 2004 - Present
Wells Fargo Bank July 2007 - December 2013
Romanian Department of Defense 1997 - 2004
Skills
Operations, Business & Channel..., Team Training &..., Strategic Partnership..., Complex Negotiations &..., Portfolio Management, Communication, Sales, Budgets, Program Management, Negotiation, Networking, Strategy, Salesforce.com, Leadership, Training, Management, Business Planning, Strategic Partnerships, International Relations, Strategic Planning, Marketing Communications, Fundraising, Leadership Development, New Business Development, Public Speaking, Nonprofits, Project Management, CRM, Business Development
Education
University of Phoenix 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of Bucharest 1997 — 2002
Doctor of Law (JD), Law
Military Academy “Ioan Voda”, Romania 1993 — 1997
Bachelor's degree, Military Science and Human Resources Management
In Transition July 2015 - Present
Kaiser Permanente September 2014 - June 2015
Kaiser Permanente April 2011 - September 2014
Bank of the West August 2010 - November 2010
WestEd July 2010 - July 2010
Wells Fargo October 2009 - June 2010
Taproot Foundation January 2009 - November 2009
Wells Fargo Bank June 2008 - September 2008
Charles Schwab October 2007 - April 2008
Finaplex February 2006 - June 2007
Skills
PMO, SDLC, Oracle, Project Management, Management, Budgets, CRM, Cross-functional Team..., Software Development, Program Management, Management Consulting, Integration, Business Strategy, Project Portfolio..., IT Strategy, Operations Management, Data Warehousing, PMP, Product Management, Banking, Enterprise Software, Databases, Project Planning, Strategy, Financial Services, Business Process, Leadership, Vendor Management
Education
University of California, Berkeley
MBA
University of Tennessee-Knoxville
BSEE
Keller Graduate Management School, SF 2010 — 2010
Good Technology October 2011 - Present
Wells Fargo Bank July 1999 - October 2011
Franklin Templeton Investments June 1996 - October 1999
ZD Labs 1992 - 1996
ZD Labs 1992 - 1996
Education
UC Berkeley 1979 — 1984
BS, Computer Science
Giddyap Girls Biscuit Company, Inc. 2006 - Present
SKE Inc. 1996 - Present
Commercial Production 1995 - Present
Pedi-Sox Inc. 1994 - Present
Wells Fargo Bank 1991 - 1993
Skills
Creative Direction, Commercials, Strategic Planning, Marketing, Advertising, Video Production, Television, Production Managment, Film, Post Production, Entertainment, Video, New Media, Digital Media, Film Production, Integrated Marketing, Content Strategy
Education
School of Hard Knocks
University of Arizona
Marketing & Accounting
TMC Foundation Rock-n-Rodeo February 2009 - Present
Henkel June 2012 - November 2012
Junior Achievement of Arizona June 2009 - June 2012
The University of Arizona June 2011 - May 2012
Solar Industries August 2011 - December 2011
Wells Fargo Bank August 2005 - June 2011
Skills
Project Management, Relationship Management, Product Management, Financial Statement..., Business Strategy, Brand Management, Cross-functional Team..., Program Management, Competitive Analysis, Sales, IRI, Management, Marketing, Entrepreneurship, Leadership
Education
University of Arizona, Eller College of Management 2011 — 2012
Master of Business Administration (MBA), Marketing Concentration; Finance Focus
University of Arizona, Eller College of Management 2000 — 2005
Bachelors of Science, Finance & Entrepreneurship
VMware Inc. January 2010 - Present
VMware Inc. January 2005 - December 2009
Wells Fargo Bank June 2004 - January 2005
First Data Corporation April 2003 - April 2004
Mellon November 2001 - April 2003
Tehnicom (ISP & Networking Division) October 1998 - November 2001
Skills
Cloud Computing, Virtualization, Cisco Technologies, Telecommunications, Network Security, Power Electronics, Firewalls, Network Design, VMware, TCP/IP, Security, Audio Engineering, Data Center, VPN, Digital Electronics, Analog Circuits, Digital Signal..., Payment Card Processing, Enterprise Software, Netscreen, SRX, Juniper, Network Architecture, QoS, Wireless Networking, Troubleshooting, Wireless, Information Security, Red Hat Linux, Juniper Technologies
Education
Univerzitet u Beogradu 1991 — 1998
Master of Science (MSc), Computer Networks & Telecommunications
SIGNALSENSE, Inc. January 2015 - Present
SIGNALSENSE, Inc. October 2014 - Present
Benchmark Plus Management LLC August 2008 - December 2014
Maveron LLC July 2005 - August 2008
Microsoft Corporation February 2002 - July 2005
SafeHarbor Technology Corporation February 1999 - February 2002
Prudential Securities June 1997 - December 1998
Intelectron Products 1992 - 1995
Wells Fargo Bank 1990 - 1992
Skills
Investments, Mergers & Acquisitions, Venture Capital, Business Strategy, Accounting, Finance, Strategic Planning
Education
The Wharton School, University of Pennsylvania 1995 — 1997
MBA, Finance and Strategic Management
University of California at Berkeley 1987 — 1990
BS, Industrial Engineering and Ops Research
Wells Fargo Bank May 2004 - Present
First Security Bank June 1993 - May 2000
Education
University of Calgary 1964 — 1970
B.P.E, B.Ed.
BBVA Compass May 2015 - Present
Popular Community Bank November 1997 - November 2014
Wells Fargo Bank November 1990 - November 1997
Great American Bank May 1984 - May 1990
Education
University of Arizona 1964 — 1969
BA, Finance
The Johns Hopkins University January 2009 - Present
Softech January 2006 - March 2011
Richman Investment August 2006 - December 2010
Wells Fargo Bank January 2002 - February 2005
Wells Fargo Bank June 2000 - January 2002
General Electric May 1999 - September 1999
Wells Fargo Bank January 1997 - December 1998
Washington University School of Medicine February 1995 - September 1996
Roche Pharmaceuticals (Syntex, Incorporated) June 1994 - September 1994
Boeing (McDonnell Douglas Space Systems Company) June 1989 - August 1992
Skills
Genomics, Bioinformatics, Molecular Biology, Infectious Diseases, Genetics, Proteomics, Computational Biology, Computational Modeling, Biostatistics, Immunology, Statistical Modeling, Perl, SQL, R, Biotechnology, SAS, SQL Server, Java, Salesforce.com
Education
The Johns Hopkins University 2009 — 2012
Master of Science, Bioinformatics
University of Utah School of Medicine 1992 — 1997
Master of Statistics, Biostatistics / Business Administration
University of California, Santa Barbara 1988 — 1992
Bachelor of Science, Statistics / Actuarial Science
University of California, Berkeley
Wells Fargo 1990 - Present
Wells Fargo Bank 2003 - 2006
Skills
Linux, Java, J2EE, Web Services, SQL, XML, Databases, Server Architecture, UML, Java Enterprise Edition
Education
University of California, Berkeley 1987 — 1990
BS, Computer Science
EMC Consulting 2012 - Present
P&M Consulting 1992 - Present
DAMA International 1990 - Present
AAA of Northern California, Nevada, and Utah 2008 - June 2011
McGraw-Hill 1990 - 2010
Wells Fargo Bank September 2003 - November 2007
Longs Drugs October 2000 - February 2003
Longs Drugs March 1995 - October 2000
Integral Systems, Inc. 1993 - 1995
Chevron 1987 - 1993
Skills
Data Governance, Data Quality, Metadata, Data Modeling, Data Profiling, Data Stewardship, ETL, Metadata Management, Master Data Management, Information Management, Data Analysis, Business Analysis, Erwin, Data Architecture, Database Design, Data Management, Data Warehousing, Data Migration, Business Intelligence, Enterprise Architecture, Databases, Requirements Gathering, Enterprise Software, Strategy, Dimensional Modeling, SDLC, IT Strategy, Data Marts, Data Integration, Analysis, Requirements Analysis, Business Requirements
Education
University of California, Berkeley 1973 — 1976
MS, Chemical Engineering
University of California, Santa Cruz 1972 — 1973
Master of Science (MS), Chemical Engineering
Monterey High School 1969 — 1972
Litman Gregory Asset Management January 2001 - Present
Wells Fargo Bank 1997 - 2000
Solomon Smith Barney 1996 - 1997
John F. Kennedy University 1994 - 1997
Education
UC Berkeley 1990 — 1994
BS, Social Welfare
NorthMarq Capital July 2015 - Present
CBRE November 2011 - July 2015
Agro Land & Cattle Co. August 2006 - May 2013
CBRE November 2010 - November 2011
Wells Fargo Bank March 2008 - April 2010
Skills
Real Estate, Brokerage, Disposition, Investment Properties, Argus Modeling, Property Management, Location Intelligence, Real Estate Development, Investments, Real Estate Transactions, Asset Managment, Real Estate Economics, Corporate Real Estate, Commercial Real Estate, Valuation, Financial Modeling, Property, Leases
Education
University of Arizona 2006 — 2011
Bachelor of Science, Economics & Public Management
Ironwood Ridge 2002 — 2005
U.S. Bank July 2015 - Present
Union Bank November 2009 - July 2015
Wells Fargo Bank November 2003 - November 2009
Fisher Investments 2001 - 2003
PwC (PricewaterhouseCoopers) 1999 - 2001
Skills
Accounting, Asset Management, Banking, Business Analysis, Cash Management, Commercial Lending, Credit, Credit Analysis, Customer Service, Financial Analysis, Loans, Portfolio Management, Commercial Banking, Investments, Small Business Lending, Strategic Planning, Treasury Management
Education
University of California, Berkeley 1996 — 2000
BA, Legal Studies
Hillsdale High School
Phytorion, Inc 2005 - Present
PeopleSoft 1997 - 2005
Ceridian 1993 - 1997
Wells Fargo Bank 1990 - 1993
Skills
Data Warehousing, ERP, Business Intelligence, Requirements Analysis, Business Process..., Business Analysis, Enterprise Software, SaaS, IT Strategy, Project Management, Integration, Consulting, Enterprise Architecture, PeopleSoft, Business Process, Software Project...
Education
University of California, Berkeley 1985 — 1990
BS
University High School 1981 — 1985
Bank of the West September 2012 - Present
AmericanWest Bank August 2009 - September 2012
Wells Fargo Private Bank August 2007 - August 2009
Wells Fargo August 2007 - August 2009
Wells Fargo Private Bank 2002 - 2009
Wells Fargo Bank 2002 - 2004
WAMU Business Banking 1999 - 2002
Skills
Needs Analysis, Commercial Banking, Sales, Private Banking, Loans, Banking, Business Development, SBA, Consumer Lending, Wealth Management..., Strategy, Credit, Private Equity, Securities, Relationship Management, Finance, Financial Services, Commercial Lending, Strategic Financial..., Small Business Lending, CRM, Business Planning, Leadership, Risk Management, Asset Based Lending, Financial Analysis, Asset Management, Mortgage Lending, Executive Management, Retail Banking, Small Business, Real Estate Financing, Mergers & Acquisitions, Treasury Management, Wealth Management, Financial Modeling, Insurance, Lines Of Credit, High Net Worth..., Target Marketing, Credit Analysis, Investment Advisory, Proposal Writing, Mutual Funds, Corporate Finance, Portfolio Management, Series 7, Underwriting, Cross Selling, Loan Origination
Education
University of Arizona, Eller College of Management 1967 — 1972
BS, Business
cuteDNA January 2010 - Present
FaceKoo, Inc. September 2006 - June 2010
eBay October 2004 - July 2006
Wells Fargo Bank 2000 - 2004
Education
University of California, Berkeley
B.Sc., Electrical Engineering and Computer Science
Wells Fargo Bank November 2012 - Present
Wells Fargo September 2009 - November 2012
Wells Fargo May 2004 - September 2009
Skills
Treasury Management, Treasury Services, Banking, Commercial Banking, Credit, Strategy, Loans, Financial Analysis, Commercial Lending, Small Business Lending, Sales, Cash Management, Presentations, Credit Analysis, Business Development, Analysis, Relationship Management, Cross Selling, Merchant Services, Portfolio Management, Consumer Lending, Sales Hiring, Talent Management, Technical Leadership, Sales Operations
Education
University of California, Irvine 2009 — 2012
MBA
University of Arizona, Eller College of Management 2004 — 2007
Bachelor of Science
Wells Fargo July 2015 - Present
Wells Fargo Bank February 2015 - July 2015
Wells Fargo April 2012 - February 2015
American Eagle Outfitters October 2008 - April 2010
Abercrombie & Fitch May 2007 - October 2008
The University of Arizona August 2004 - May 2006
Tucson Embedded Systems Inc. May 2001 - May 2003
Skills
Commercial Banking, Retail Banking, Customer Service, Management, Loans, Credit, Sales, Small Business Lending, Consumer Lending, Credit Analysis, Cross Selling, Loan Origination, Retail, Banking, Finance, Financial Analysis, Sales Management, Financial Services, Customer Retention, Small Business, Mortgage Lending, Business Development, Business Planning, Relationship Management, Credit Cards, Deposits, Lines Of Credit, Customer Experience, Financial Reporting, Cash Management, Mortgage Banking, Treasury Management, Social Networking, Merchant Services, Payments, Business Relationship...
Education
University of Phoenix 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of Arizona 2003 — 2007
Bachelor of Science (B.S.), Biology, General
Associated Third Party Administrators (ATPA) June 2015 - Present
SolarCity April 2014 - May 2015
Impec Group March 2010 - June 2013
Ezekiel Speaks Show January 2004 - August 2011
Wells Fargo Bank June 2006 - March 2010
Sun Kitchen Cabinets March 2002 - June 2006
LIUNA January 2001 - March 2002
Hazard Management Services January 2000 - January 2001
LIUNA - Local 304 June 1992 - July 1996
Skills
Leadership, Business Development, New Business Development, Management, Event Planning, Project Planning, Direct Sales, Customer Service, Project Management, Marketing, Construction, Strategic Planning, CRM, Proposal Writing, Sales Operations, Direct Marketing, Selling, Salesforce.com, Event Producing, Market Research, Strategy, Prospecting for New..., Lead Qualification, Political Science, Microsoft Excel, Microsoft Office, Solution Selling, Sales, Banking, Business Planning, Strategic Partnerships, Lead Generation, Team Building, Account Management, Event Marketing, Organizing, Event Management, Customer Retention, Solar PV, Solar Power, Solar Energy, Public Speaking, Social Networking, Energy, Renewable Energy, Energy Efficiency, Social Media
Education
University of California, Berkeley 1997 — 2000
Double Bachelors, Political Science, Ethnic Studies
Irvington High School 1986 — 1990
High School Diploma
Wells Fargo 2009 - Present
Wells Fargo Bank January 2006 - January 2009
Technology and Financial Services companies 2000 - 2003
Hambrecht & Quist 1995 - 2000
Skills
Analytics, Banking, Competitive Analysis, Digital Marketing, Financial Services, Internet, Portfolio Management, Product Management, Product Marketing, Relationship Management, Sales, Strategy, Wealth Management, Cross-functional Team..., Program Management, Leadership, Strategic Partnerships, Marketing, Management, Business Strategy, Marketing Strategy, Vendor Management, Business Analysis, CRM, Risk Management
Education
University of California, Berkeley 2003 — 2004
Project Management
University of California, Los Angeles 1986 — 1991
Bachelor of Arts (BA), Political Science and Government
Wells Fargo Bank June 2010 - Present
Randstad February 2010 - June 2010
Accountants Intl. August 2008 - November 2009
CDC Software March 2008 - August 2008
State National Companies October 1998 - April 2008
State National Companies / Western Reliance Corporation 1998 - 2008
Western Reliance Corp 1998 - 2004
Skills
High volume recruiting, Customer Service, Deadline Driven, Screening, Background Checks, Exempt and non exempt..., Behavioral based..., Recruiting, Interviews, Human Resources, Technical Recruiting, Sourcing, Training, New Hire Orientations, Employee Benefits, Leadership, Payroll, Management, Applicant Tracking..., Staffing Services, Hiring, Employee Relations, Taleo, Policy, Onboarding, Talent Management, Deferred Compensation, College Recruiting, Temporary Placement, Temporary Staffing, Performance Management, Business Development, Internet Recruiting, Cold Calling, Job Fairs, Benefits Administration, Networking, Talent Acquisition, Time Management, Benefits Negotiation, Screening Resumes, Behavioral Interviewing, Resume Writing, Contract Recruitment, Coaching, Executive Search, Employee Training, Team Building, Consulting
Education
University of Bridgeport
BS
Abacus Wealth Partners 2010 - Present
Sustainable Financial Inc 2009 - 2012
Westamerica Bank March 2007 - May 2009
Soverign Bank April 2006 - May 2007
Wells Fargo Bank November 2000 - April 2006
Skills
Management, Leadership, Public Speaking, Finance, Investments, Financial Planning, Financial Services, Strategic Planning, Sales
Education
UC Berkeley Extention 2012 — 2012
Certificate of Financial Planning, Financial Planning and Services -Income Tax course
UC Irvine 2011 — 2012
Certificate in Financial Planning, Financial Planning and Services
Fisher College 2004 — 2008
Bachlors of Science, Business Management/ Marketing
Wells Fargo Bank Store Manager / Vice PresidentWells FargoJanuary 2011 - Present
Skills
Store Management, Customer Service, Management, Sales, Leadership, Banking, Microsoft Office, Team Building, Financial Analysis, Risk Management, Budgets, Marketing, Coaching
Education
University of Bridgeport 1982 — 1984
Business Administration and Management, General
Autodesk October 2014 - Present
Autodesk August 2011 - Present
Firemans Fund Insurance Company March 2011 - August 2011
Wells Fargo Bank January 2010 - March 2011
Wells Fargo Bank February 2007 - December 2009
Hooked Communications June 2003 - February 2007
Advent Software October 2000 - June 2003
Various Dot Com's March 1999 - October 2001
Advent Software 1993 - May 1999
Skills
Proof of Concept, Vendor Management, SaaS, Strategic Planning, Salesforce.com, Virtual Teams, Natural Language..., MS Project, Project Planning, Software Project..., Project Portfolio..., Portfolio Management, Program Management, Cross-functional Team..., Management, Outsourcing, Web Services, Analysis, SDLC, Integration, CRM, Agile Methodologies, Enterprise Software, Business Analysis
Education
University of California 1983 — 1987
BA, Psychology
The University of Arizona, Tech Launch Arizona July 2015 - Present
The University of Arizona, Tech Launch Arizona May 2014 - July 2015
Mastek-InnerStep July 2008 - May 2014
Wells Fargo May 2005 - July 2008
Wells Fargo Bank June 1999 - July 2008
Skills
Client Relationship..., Partner Relationships, Outstanding Customer..., Strategic Planning, Project Management, New Business Development, Program Management, Business Strategy, Business Development, Sales Management, Team Building, Sales, Customer Service, Marketing, B2B, Strategic Partnerships, Cross-functional Team..., Banking, Management, Partner Management, Leadership, Strategy
Education
University of Arizona, Eller College of Management 2011 — 2012
Master of Business Administration (MBA)
University of Phoenix 2003 — 2005
BS, Business Management
Pacific Gas and Electric Company 2012 - 2013
California Public Utilities Commission 2012 - 2012
Blue Shield of California 2008 - 2009
Stanford IT December 2006 - April 2007
Wells Fargo Bank May 2006 - September 2006
Kaiser Permanente/Genesis 10 May 2005 - February 2006
Oracle Corporation September 2001 - July 2003
Bank of America July 1998 - January 2000
Skills
Quality Center, Test Planning, User Acceptance Testing, Software Quality..., Test Cases, SDLC, Regression Testing, WinRunner, System Testing, Quality Assurance, Defect Tracking, Scrum, Test Management, JIRA, Manual Testing, Testing, Agile Methodologies, Requirements Analysis, Resource Management, Unix, Software Project..., Visio, Waterfall, Oracle, Web Applications, Test Strategy, Integration Testing, Performance Testing, SQL, Integration, Test Estimation, End-to-end Testing, Agile Testing, HP Quality Center
Education
University of California, Berkeley
Bachelor's Degree, Sociology, Economics
University of California, Berkeley
Bachelor’s Degree, Economics
Trinitas Partners February 2012 - Present
Primarius Capital October 2011 - February 2012
Wells Fargo Bank May 2011 - August 2011
Education
University of California, Berkeley 2008 — 2012
B.A., Economics
The King's Academy 2004 — 2008
Wells Fargo September 2012 - Present
Wells Fargo Bank September 2008 - October 2012
Wachovia Bank, a Wells Fargo Company 2008 - 2010
Accredited Home Lenders May 1998 - March 2008
Ford Consumer Finance 1996 - 1998
Transamerica September 1990 - December 1996
Skills
Mortgage Lending, Mortgage Banking, Credit, Loans, Coaching, Financial Services, Banking, Training, Leadership, Sales, Management, Finance, Underwriting, Commercial Lending
Education
University of Arizona 1985 — 1990
BA, Business, Economics and Sociology
Torrey Pines High School
Eye Virtual 2012 - Present
Wells Fargo January 2012 - Present
Look Talent 2010 - Present
BNI 2013 - 2014
Wells Fargo Bank September 2002 - September 2012
Modis International October 2000 - September 2001
Virtual Consulting January 2000 - September 2000
QRS January 1996 - January 2000
Skills
SharePoint, SDLC, CRM, Business Development, SaaS, Business Analysis, Business Objects, Customer Service, Relationship Management, Public Speaking, Document Management, Commercials, Management, Corporate Real Estate, Customer Relations, Commercial Real Estate, Voice Acting, Requirements Gathering, Integration, User Acceptance Testing, Salesforce.com, Salesforce.com..., Business Systems..., Tririga, SAP BI, SAP BW, SAP R/3, User Interface, Space Management, CAFM, Business Relationship..., Training & Development, Inside Sales, Training, Marketing, Vendor Management, Sales, Enterprise Software, Strategy, Business Intelligence
Education
University of California, Berkeley 1989 — 1994
Bachelor of Architecture (B.Arch.), Architecture
Life Technologies July 2012 - Present
Wells Fargo Bank August 2009 - June 2012
Pier 1 Imports September 2007 - August 2009
Nordstrom August 2004 - August 2007
Skills
Ability to Surpass High..., Ability to Cultivate..., Excellent Communication..., Account Management..., Exceptional in..., Highly Team-oriented, Adept Leadership Skills, Provide Outstanding..., Self Starter, Strategic Thinking, Selling, Management Skills..., Sales
Education
University of California 2003 — 2007
Bachelor of Arts, Communications
Reid Neubert + Friends January 1996 - Present
Council of Business Advisors May 2007 - Present
LetterClick September 1999 - August 2001
Wells Fargo Bank March 1995 - March 1996
IMSI January 1993 - July 1994
Vertex Design Systems 1989 - 1991
Autodesk February 1986 - November 1988
Skills
Brand Development, Marketing Communications, Website Development, Marketing Strategy, Web Design, Corporate Identity, Logos, Intranet, Brochures, B2B, Start-ups, Online Marketing, SEO, Advertising, Graphic Design, Copywriting, Integrated Marketing, Packaging, Logo Design, Product Marketing, Strategy, Product Management, Internal Communications, Marketing
Education
University of California, Berkeley 1965 — 1970
Bachelor of Architecture
Katten Muchin Rosenman LLP June 2012 - Present
Pillsbury Winthrop Shaw Pittman March 2010 - June 2012
GE Capital, Americas October 2011 - February 2012
Sheppard Mullin Richter & Hampton LLP February 2009 - February 2010
Wells Fargo Bank November 1999 - January 2009
Paul Hastings March 1997 - November 1999
Orrick, Herrington & Sutcliffe LLP October 1990 - February 1997
Education
University of Southern California 1987 — 1990
JD, Law
University of California, Berkeley 1982 — 1986
BA, English and Political Economy of Industrial Societies
Cedercreutz Company 2002 - Present
Tribeca Companies July 2009 - January 2010
Reilly Mortgage Group 1999 - 2002
Mason-McDuffie Financial 1997 - 1999
Claremont Capital 1993 - 1997
Eichler Corporation 1989 - 1992
Wells Fargo Bank 1987 - 1989
Bank of America 1976 - 1987
Skills
Risk Management, Valuation, Mergers, Asset Managment, Financial Modeling, Mortgage Lending, Real Estate Financing, Real Estate Economics, Single Family Loans, Commercial Real Estate, Mergers & Acquisitions, Portfolio Management
Education
University of California, Berkeley 1974 — 1976
MBA, Finance and Accounting
University of California, Santa Barbara 1968 — 1972
BS, Physics, Mathematics
University of Michigan 1983 — 1985
Executive Education, Banking & Financial Services Executive Program
USDN Inc. July 2008 - Present
Armanino McKenna LLP 2003 - 2008
Chrisitne Shikuma Consulting 1993 - 2003
GE Capital Computer Leasing 1989 - 1992
Wells Fargo Bank 1988 - 1989
Education
University of California, Berkeley 1984 — 1988
BA, English Literature
Capital One 2013 - Present
FTI Consulting 2011 - 2012
Wells Fargo Bank 2008 - 2011
Wells Fargo Bank 2005 - 2008
Wells Fargo Bank 2001 - 2005
Fair Isaac, & Co. 2000 - 2001
Skills
Analytics, Financial Services, Banking, Credit Risk, Finance, Basel II, Strategy, Underwriting, Commercial Banking, Credit Analysis, SQL, Capital Markets, Loans, Risk Management, Due Diligence, Credit Scoring, Risk Modeling, Consumer Lending, SAS, Expert Reports, Statistical Modeling, Corporate Finance, MBS, Mortgage Banking, Loss Reserving, Small Business Lending, Real Estate Economics, Loan Review, Litigation Consulting, Mortgage Lending, Structured Finance, Fixed Income, Securities, Operations Research, Merchant Services, Deposits, Risk Analytics, Tableau
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA, Finance
University of California, Berkeley
B.S., Operations Research and Industrial Engineering
Wells Fargo September 2015 - Present
Wells Fargo Bank September 2013 - Present
Systems Integration Solutions, Inc April 2011 - September 2013
NetObjects 1999 - 2000
Skills
Talent Acquisition, Microsoft Office, Administration, Excel, Retouching, Word, Lotus Notes, Microsoft Excel, Microsoft Word, Recruiting, Training, Image Manipulation, Applicant Tracking..., Salesforce.com, Data Entry, Staffing Services, Social Networking, Sourcing, Customer Service, Team Building, Marketing, Interviews, Technical Recruiting, Human Resources, Internet Recruiting, Cold Calling, Account Management, Vendor Management, Networking, Contract Recruitment, Management, Employee Relations, Onboarding, Calendaring, PowerPoint, Outlook, CRM, Research, Public Speaking, Social Media, Time Management, Business Development, Event Planning
Education
University of California, Berkeley 1990 — 1994
B.A., English Literature
Alameda High School 1986 — 1990
Wells Fargo Bank Technology ManagerWells Fargo1997 - Present
Education
University of California Berkeley 1984 — 1989
Wells Fargo Bank OwnerLoomba Consulting, Inc.Portfolio Lead for Educational Finance ServicesWells Fargo BankAugust 2010 - Present
Wells Fargo Bank June 2009 - Present
Wells Fargo Technoglogy Information Group 1997 - Present
Wells Fargo 1983 - Present
Education
University of California, Berkeley
Crowe-Innes & Associates April 2011 - Present
Rusher Loscavio May 2008 - May 2011
Palm January 2006 - March 2008
Solectron 1997 - 2006
Pedroza & Associates 1996 - 1997
Korn Ferry 1990 - 1991
Amdahl 1985 - 1987
Levi Strauss 1979 - 1984
Wells Fargo Bank August 1975 - February 1979
Skills
Talent Management, Start-ups, Cross-functional Team..., Recruiting, Strategic Sourcing, Talent Acquisition, Human Resources, Technical Recruiting, Supply Chain Management, Acquisition Integration, Sourcing, Applicant Tracking..., Operations Management, Business Development, Performance Management, Executive Coaching, HR Consulting, Supply Chain, Management, Search, Management Consulting, Organizational..., Executive Management, Organizational Design, Process Improvement, Business Strategy, Onboarding, Change Management, Internet Recruiting, Leadership, Vendor Management, Program Management, Contract Negotiation, Employee Relations, Leadership Development, Strategy, Temporary Placement, Mergers & Acquisitions, Outsourcing, Succession Planning, Workforce Planning
Education
University of California, Berkeley
Wells Fargo Bank July 2010 - Present
Wells Fargo Bank March 2010 - July 2010
Wells Fargo Bank April 2008 - March 2010
United Commercial Bank July 2005 - April 2008
Skills
Asset Based Lending, Credit Analysis, Commercial Banking, Loans, Financial Risk, Credit Cards, Credit, Risk Management, Banking, Portfolio Management, Commercial Lending, Underwriting, Small Business Lending, Investments, Financial Statement..., Financial Services, Loan Origination, Financial Analysis, Retail Banking, Executive Management, Restructuring, Cash Management, Wealth Management, Commercial Mortgages, Capital Markets, Trade Finance, Mortgage Lending, Financial Modeling, Corporate Finance, Internet Banking, Syndications, CRM, Investment Banking, Relationship Management, Asset Management, Deposits, Management, Credit Risk, Commercial Real Estate, Cross Selling, Financial Structuring, Finance, Consumer Lending, Valuation, Sales, Middle Market, Analysis, Treasury Management, Business Development, Mortgage Banking
Education
University of California, Berkeley
Bachelor of Arts, Economics
Wells Fargo February 2015 - Present
Wells Fargo Bank May 2012 - January 2015
Wells Fargo Bank July 2008 - April 2012
Gap June 2005 - June 2008
Syntel November 2002 - June 2005
Infosys June 2000 - October 2002
Skills
SOA, IT Strategy, Java Enterprise Edition, Agile Methodologies, SDLC, Requirements Analysis, Architecture, Architectures, Java, Solution Architecture, UML, SQL, WebLogic, System Architecture, Objective-C, Mobile Applications
Education
University of California, Berkeley 2015 — 2018
Master of Business Administration (MBA)
University of Mumbai 1995 — 1999
Bachelors, Engineering
Tri Counties Bank May 2014 - Present
Tri Counties Bank May 2011 - May 2014
Wells Fargo Bank September 2004 - May 2011
Skills
Loans, Credit, Small Business Lending, Banking, Commercial Banking, Underwriting, Commercial Lending, Credit Analysis, Financial Analysis, Lines Of Credit, Credit Risk, Risk Management, Real Estate, Cash Flow, Asset Management, Excel, Commercial Credit, Asset Based Lending, Financial Reporting, Credit Administration, Commercial Mortgages, Banking Relationships, Term Loans, Loan Documentation, Community Banking, Cash Flow Lending, Loan Structuring, Bank Management, Equipment Finance, Credit Review, Construction Loans, Credit Facilities, Commercial Finance, Letters Of Credit, Working Capital..., Loss Mitigation, Loan Servicing, Debt Restructuring, Real Estate Finance, Cash Flow Forecasting, Structuring, Credit Scoring, Due Diligence, Credit Portfolio..., Debt Structuring, Real Estate Financing, Microsoft Excel, Portfolio Management
Education
University of Arizona, Eller College of Management 1999 — 2003
BS, Finance
Jones Lang LaSalle July 2008 - July 2015
Hellmuth, Obata & Kassabaum (HOK) July 2007 - August 2007
Wells Fargo Bank May 2006 - June 2006
Skills
Real Estate, Strategic Consulting, Data Analysis, Corporate Real Estate, Change Management, Employee Engagement, Contract Negotiation, Business Development, Management, Project Planning, Leadership, Valuation, Process Improvement, Program Management, Financial Analysis, Project Management, Financial Modeling, Strategic Planning, Negotiation
Education
University of California, Berkeley 2004 — 2008
B.S., Business, City and Regional Planning
University of California, Berkeley - Walter A. Haas School of Business 2004 — 2008
BS, Business Administration
Fudan University (Shanghai) 2007 — 2007
Education Abroad Program, Business and Economics
Wells Fargo Bank Senior Vice PresidentBank of America1987 - 2005
Education
University of California, Berkeley 1986 — 1990
Fundtech July 2013 - Present
Fundtech January 2012 - Present
BankServ February 1997 - January 2012
Wells Fargo Bank January 1991 - February 1997
Skills
Electronic Payments, Databases, Outsourcing, Integration, Payments, Banking, Oracle, Security, Database Design, Requirements Analysis, Management, Unix, Disaster Recovery, Business Analysis, Microsoft SQL Server, Visio, Windows, Process Improvement, SDLC, ACH, SaaS, Business Intelligence, System Administration, Vendor Management, SQL, Data Analysis, Project Management, Team Building, SWIFT payments, Risk Management, Software Design, Software Development, Product Management
Education
University of Arizona
BS Business Administration, Management Information Systems
Wells Fargo Bank March 2013 - Present
Wells Fargo February 2010 - Present
Wells Fargo Bank January 2009 - February 2010
Wells Fargo Bank January 2007 - December 2008
RBS January 2006 - December 2006
Education
University of Birmingham 2004 — 2005
MBA Global Banking and Finance
University of Cape Coast 1999 — 2003
Bcom, Accounting & Finance
Wells Fargo Bank July 2006 - Present
Concinnity Group, Inc. April 2004 - July 2006
Mosswood Associates January 2001 - July 2006
Portera Systems April 2000 - September 2001
eCycle Incorporated November 1999 - April 2000
TCSI Corporation May 1999 - November 1999
TCSI Corporation April 1999 - November 1999
TCSI Corporation January 1998 - November 1999
TCSI Corporation January 1995 - January 1998
BARRA, Inc. May 1992 - January 1995
Education
University of California, Berkeley 1982 — 1986
Franklin Templeton Investments March 2005 - Present
SAP June 2000 - July 2001
Wells Fargo Bank June 1990 - November 1997
Skills
Awarded the Claritas..., Management, Strategic Planning, Portfolio Management, Business Planning, Budgets, Project Planning, Credit, Disaster Recovery, Commercial Banking, Financial Analysis, Leadership, Business Analysis, Investments
Education
University of California, Berkeley 1984 — 1988
BA, Economics
San Mateo High School 1981 — 1984
High School
Maryknoll Convent School - Hong Kong 1973 — 1980
Noble Energy July 2014 - Present
CenterPoint Energy August 2007 - July 2014
NovaStar Mortgage August 2006 - August 2007
Wells Fargo Bank August 2004 - August 2006
Skills
Financial Analysis, Commodity Markets, Credit, Risk Management, Valuation, Financial Risk, Financial Modeling, Sarbanes-Oxley Act, Internal Audit, Natural Gas, Credit Risk, Loans, Energy, Finance, Mergers & Acquisitions, Corporate Finance, Trading, Portfolio Management
Education
University of Houston 2000 — 2003
BBA, Finance
University of Arizona 1998 — 2000
Charles Schwab 2000 - Present
Wells Fargo Bank 1995 - 2000
Skills
Cloud Computing, Enterprise Architecture, IT Strategy, Agile Methodologies, Disaster Recovery, Strategy, Vendor Management, IT Management, Integration, Management, Enterprise Software, Architecture, Strategic Planning, SaaS, Software Development, Requirements Analysis, Business Analysis, SharePoint, ITIL, SDLC, Architectures, Data Center, Solution Architecture, Security, Project Management, PMP, Microsoft Technologies, Risk Management, Information Security, Product Management, Unix, Program Management, SOA, Virtualization, Software Project...
Education
University of California, Berkeley 1971 — 1975
Wunderlich Securities October 2014 - Present
Auriga USA, LLC March 2014 - October 2014
W.J. Bradley Mortgage Capital, LLC April 2013 - November 2013
Jefferies & Company February 2010 - February 2013
BACCHUS - Wine Made Simple January 2009 - January 2011
Countrywide Securities Corporation April 1998 - September 2008
IMIS 1997 - 1998
Stephens Inc. February 1988 - May 1997
Wells Fargo Bank January 1993 - January 1996
Skills
Trading, Fixed Income, Capital Markets, Bloomberg, Portfolio Management, Derivatives, Equities, Financial Modeling, Series 24, Series 7, Loans, Securities, Bonds, Investment Banking, Credit, Valuation, Series 63, Series 3, MBS, Event Management, Structured Finance, Structured Products, FINRA, Options, Asset Management
Education
University of Arkansas at Little Rock 1986 — 1992
Bachelor of Science (BS), Accounting and Finance
First Citizens Bank June 2014 - Present
Wells Fargo Bank March 2013 - June 2014
Wells Fargo Bank November 2010 - March 2013
Skills
Banking, Credit, Banking Solutions, Relationship Management, Business Development, Cold Calling, Finance, Start-up Business..., Lines Of Credit, SBA, Equipment finance, Real Estate, Real Estate Financing, Networking, Partnership-building, Treasury Management, Cross Selling, Sales, Time Management, Financial Analysis, Underwriting, Commercial Real Estate, Credit Analysis, Small Business Lending, Refinance, Commercial Lending
Education
University of Arizona 2003 — 2007
Business, Urban Planning, Real Estate, Finance
Wells Fargo Bank November 1980 - August 2007
Wells Fargo 1980 - 2007
Education
University of California, Berkeley
Wells Fargo January 2002 - Present
Wells Fargo Bank 2002 - 2008
Skills
SDLC, Oracle, Databases, ETL, Data Warehousing, Data Modeling
Education
University of California, Berkeley 1997 — 2001
Hines Interests Limited Partnership 1997 - Present
Wells Fargo Bank 1993 - 1997
Sumitomo Bank of California 1987 - 1993
Skills
Facilities Management, Lease Administration, Real Estate, Tenant, Property Management, Corporate Real Estate, Finance, Lease Negotiations, Leases, Landlords, Real Estate Development, Disposition, Real Estate Economics, Real Estate Transactions, Commercial Real Estate
Education
University of San Francisco 1990 — 1994
MBA, Finance
University of California, Berkeley 1982 — 1986
Capital One October 2012 - Present
RiskSpan April 2009 - September 2012
Wells Fargo Bank January 2006 - September 2008
Wells Fargo Bank 2000 - 2006
Wells Fargo Bank 1997 - 2000
Wells Fargo Bank 1996 - 1997
Wells Fargo Bank 1988 - 1996
Ryland Mortgage Company 1986 - 1988
Skills
ABS, Residential Mortgages, CMBS, Mergers, Strategic Planning, Change Management, Counterparty Risk, Mortgage Lending, Securitization, Capital Markets, Credit Risk, Portfolio Management, Risk Management, Fixed Income, Valuation, Loans, Structured Finance, Loan Servicing, Asset Management, Derivatives, Financial Analysis, Financial Risk, Market Risk, Mergers, Structured Products
Education
University of Baltimore 1997 — 2002
MBA, Finance
Wittenberg University 1982 — 1986
BS, Accounting & Computer Science
Wells Fargo Bank November 1999 - Present
Bank of America January 1995 - November 1999
J. Walter Thompson 1992 - 1992
Hill Holliday Advertising 1989 - 1991
Hill Holliday 1989 - 1991
Skills
Advertising, Integrated Marketing, Direct Marketing, Marketing Communications, Creative Direction, Online Marketing, Marketing Strategy, Product Marketing, Marketing Research, Analytics, Digital Marketing, Segmentation, Customer Insight, Email Marketing, Multi-channel Marketing
Education
University of California, Berkeley
BA, Cultural Anthropology
San Francisco Bay Area Rapid Transit District (BART) August 2015 - Present
City and County of San Francisco January 2011 - July 2015
San Francisco Public Utilities Commission October 2004 - February 2011
Northern California Service League August 2002 - October 2004
Wells Fargo Bank 2000 - 2002
The Urban Affairs Coalition 1998 - 2000
Skills
Public Policy, Government, Policy, Policy Analysis, Community Outreach, Program Management, Economic Development, Legislative Relations, Nonprofits, Contract Negotiation, Politics, Grant Writing, Community Development, Fundraising, Project Management, Contract Management, Analysis, Legislation, Grants, Strategy, Public Administration, Coalitions, Program Evaluation, Volunteer Management, Research, Program Development, Proposal Writing, Grassroots Organizing, Local Government, Political Campaigns, Team Building, Community Organizing, Workforce Development, Workshop Facilitation, Training, Community Engagement, Employment Law, Non-profit..., Davis Bacon, Prevailing Wage, Labor Relations, National Labor...
Education
University of California, Berkeley 1993 — 1996
Bachelor's degree, Political Science and Government
St. Mary's College High School
Bank of the West July 2013 - Present
Wells Fargo Bank August 2005 - November 2011
Bank of America 1995 - 1999
Skills
Business Analysis, Credit Risk, Portfolio Management, Team Building, Credit, Financial Risk, Mortgage Lending, Customer Service, Banking, Financial Analysis, Loan Servicing, Commercial Lending, Program Management, Training, Coaching, Project Management, Process Improvement, Risk Management, Accounting, Strategy, Finance, Analysis, Management, Change Management, Mergers & Acquisitions, Business Process..., Leadership, Business Development, Vendor Management, Cross-functional Team..., Financial Services, Loans, CRM, Start-ups, Management Consulting, Financial Modeling, Business Planning, Analytics, Securities, Consulting, Forecasting, Relationship Management, Investments, SDLC, PMO, Fixed Income, Credit Analysis, Software Documentation, Strategic Financial..., Equities
Education
University of California, Berkeley
Ygnacio Valley High School
Wells Fargo Bank January 2003 - June 2012
Education
University of California, Berkeley 1999 — 2002
BA, Economics
Wells Fargo Home Mortgage April 2006 - Present
Wells Fargo Bank 2000 - 2006
Skills
Portfolio Management, Risk Management, Analytics, Capital Markets, Valuation, Banking, Financial Risk, Financial Modeling, Fixed Income, Structured Finance, Investments, Bonds, Loans, Structured Products, Credit Analysis
Education
University of Baltimore 1991 — 1997
MS, Finance
University of Maryland Baltimore County 1987 — 1991
BA, Economics/Finance
Boston Private January 2014 - Present
Tandowsky Financial Group 2009 - May 2011
Wells Fargo Bank 2006 - 2008
City National Bank 2004 - 2006
City National Bank 2001 - 2004
The Boston Company 1997 - 2000
Imperial Bank 1987 - 1997
Union Bank 1985 - 1987
Skills
Asset Allocation, Cash Flow, Wealth Management, Portfolio Management, Strategic Planning, Risk Management, Banking, Financial Services, Loans, Business Development, Credit, Finance, Strategy, Credit Analysis, Commercial Banking, Investments, Mortgage Lending, Executive Management, Commercial Lending, Financial Risk, Real Estate, Relationship Management, Cash Management, Private Banking, Leadership, Management, Entrepreneurship, Financial Analysis
Education
UCLA Extension 2004 — 2006
Certification in Personal Financial Planning (PFP)
University of San Francisco 1994 — 1997
Masters of Business Administration
University of California, Berkeley 1981 — 1985
Bachelor of Arts, Economics
PCCP 1998 - Present
Wells Fargo Bank 1991 - 1998
Education
University of California, Berkeley 1987 — 1991
BS, Business
University of California, Berkeley, Haas School of Business 1987 — 1991
BS, Business
Dynamic Results Coaching & Consulting Group April 1995 - Present
Weekenders 2001 - 2007
Symplexity 1999 - 2007
Wells Fargo Bank January 1985 - October 1998
Skills
Small Business, Retail, Management Consulting, Public Speaking, Coaching, Organizational..., Performance Management, Leadership Development, Team Building, Mentoring, Strategic Planning, Non-profits, Negotiation, Sales Management, Problem Solving, Customer Relations, Customer Service, Marketing Communications, Change Management, Public Relations, Event Planning, Executive Coaching, Writing, Teaching, Employee Engagement, Process Improvement, Business Strategy, Talent Management, Team Leadership, New Business Development, Marketing Strategy, Start-ups, Mergers, Organizational Change, Succession Planning, Change Leadership, Team Management, Business Planning, Program Management, Planning, Strategy Development, Staff Development, Strategy, Workshop Facilitation, Nonprofits, Executive Development, Personal Development, Emotional Intelligence, Entrepreneurship, 360 Feedback
Education
Hudson Institute of Santa Barbara 1998 — 1999
American University
University of California, Berkeley
Wells Fargo Bank February 2005 - Present
Skills
Strategic Planning, Team Building, Customer Service, Sales Management, Coaching, Sales, Public Speaking, Credit, Banking, Leadership Development, Management, Marketing, Public Relations, Recruiting
Education
University of Arizona 2000 — 2004
Business, Family Studies and Human Development
New Resource Bank May 2015 - Present
Summit Bank October 2013 - May 2015
Tri-Valley Bank January 2013 - June 2013
Heritage Bank of Commerce December 2009 - January 2013
Wells Fargo Bank June 2008 - December 2009
Indymac Bank 2004 - 2008
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Commercial Mortgages, Small Business Lending, Asset Based Lending, Construction Loans, Loan Origination
Education
University of California, Berkeley
DapperMan January 2015 - Present
DapperMan October 2014 - January 2015
Touch of Modern June 2014 - October 2014
Northwestern Mutual May 2012 - June 2014
Christians on Campus August 2010 - May 2012
The Daily Californian August 2007 - May 2008
Wells Fargo Bank May 2007 - August 2007
Cost Plus World Market May 2006 - August 2006
Skills
Adobe Creative Suite, Microsoft Office, Chinese (Mandarin), InDesign, Photoshop, Illustrator, Wordpress, Excel, Word, QuarkXPress, Event Management, Mac OS X, Property Management, Microsoft Excel, Microsoft Word, Marketing Strategy, Marketing, Blogging
Education
University of California, Berkeley 2004 — 2008
Bachelor, International Political Economy
Wells Fargo August 2013 - Present
Wells Fargo Bank July 2007 - August 2013
Naden Lean, LLC June 2000 - February 2005
Skills
QuickBooks, Financial Modeling, Accounting, MBS, Financial Analysis, Banking, Loans, Financial Reporting, Securities, Credit, Risk Management, Portfolio Management, Finance
Education
University of Baltimore 1997 — 2000
BS, Accounting
Fidelity Investments July 2010 - Present
Fidelity Investments July 2007 - July 2010
Fidelity Investments November 1999 - July 2007
Merrill Lynch May 1998 - November 1999
Barclays Global Investors May 1997 - May 1998
Wells Fargo Bank May 1996 - May 1997
Wells Fargo January 1994 - May 1996
Hewitt Associates August 1989 - December 1993
Skills
Contract Negotiation, Negotiation, Competitive Intelligence, Strategic Partnerships, Strategic Planning, Leadership, CRM, Strategy, Competitive Analysis, Business Analysis, 401k
Education
University of California, Berkeley 1985 — 1989
BS, Business Administration
Wells Fargo Bank 2006 - Present
Eccleston and Wolf, P.C. 2003 - 2006
Skills
Litigation, Legal Research, Real Estate, Corporate Law, Bankruptcy, Civil Litigation, Estate Planning, Legal Writing, Trusts
Education
University of Baltimore School of Law 2001 — 2004
J.D., Law
University of North Carolina at Greensboro 1992 — 1997
BFA
GSA Senior Corporate Real Estate Transactions Officer
Equity Office Properties 1997 - 1999
Wells Fargo Bank February 1993 - April 1998
Studley May 1989 - February 1993
Education
University of California, Berkeley
Town of Monteagle Board of Zoning Appeals June 2015 - Present
Bob Short Art 2010 - Present
Mountain Goat Trail Alliance January 2009 - Present
MidCumberland Mountain Ministries January 2008 - Present
Edgeworth inn 2004 - Present
Monteagle Sunday School Assembly 2008 - 2014
Fleet National Bank 1991 - 1993
Citicorp Real Estate, Inc. 1987 - 1991
Wells Fargo Bank 1984 - 1987
Wells Fargo Realty Advisors 1979 - 1984
Skills
Editing, Nonprofits, Customer Service, Public Relations, Fundraising, Graphic Design, Event Management, Strategic Planning, Microsoft Office, Marketing Strategy, Event Planning, Public Speaking, Start-ups, Marketing, Social Media, Entrepreneurship, Social Media Marketing, Marketing Communications, Social Networking, Leadership Development, Team Building, Sales
Education
University of Arkansas at Little Rock
University of Houston
Wells Fargo December 2013 - Present
Wells Fargo Bank April 2007 - Present
Wells Fargo Bank ( Wachovia) April 2005 - April 2007
EveryHome August 2004 - March 2005
The Penn Mutual Life Insurance Company 2000 - 2004
The Penn Mutual Life Insurance Company 1998 - 2000
The Penn Mutual Life Insurance Company February 1995 - September 1998
The Penn Mutual Life Insurance Company May 1991 - February 1995
Skills
Underwriting, Life Insurance, Portfolio Management, CRM, Product Management, Fixed Annuities, Management, Finance, Sales, Marketing, Financial Services, Series 6, Wealth Management, Series 7, Training, Team Leadership, Sales Management, Treasury Management, Mutual Funds, Retirement Planning, Banking, Investments, Risk Management, Relationship Management, Sales Operations, Customer Service, Litigation Management, Corporate Fraud..., Fraud Claims, Credit Card Fraud, Commercial Banking, Banking Law, Retail Banking, treasury, Treasury Sales, Check Fraud, Small Claims Litigation, Financial Crimes, Negotiations, Series 63, Banking Regulations
Education
University of Arkansas at Fayetteville 1987 — 1991
BA, Communications, Political Science
Hall High School
University of Arkansas
JACKSON RANCHERIA CASINO & HOTEL CONFERENCE CENTER September 2007 - October 2009
Jackson Rancheria Casino & Hotel June 2005 - October 2009
Jackson Rancheria Casino & Hotel June 2005 - September 2007
JACKSON RANCHERIA CASINO & HOTEL June 2005 - September 2007
Robert Half Management Resources October 2004 - December 2004
WELLS FARGO & COMPANY January 1999 - January 2003
Wells Fargo Bank 1999 - 2003
Wells Fargo Bank 1999 - 2003
Patelco Credit Union January 1998 - January 1999
BANK of AMERICA January 1990 - January 1998
Education
University of California, Santa Barbara 1975 — 1977
BA, Art History & Cultural Anth.
University of California, Berkeley
BA, Art History
Wells Fargo Bank August 2011 - Present
Capital One Bank November 2009 - August 2011
M&T Bank October 2004 - November 2009
M&T Bank February 1998 - October 2004
Skills
Sales Management, Treasury Management, Commercial Banking, Banking, Management, Merchant Services, Sales
Education
University of Calgary 1995 — 1997
M.F.A
Wells Fargo Bank October 1989 - Present
Skills
Treasury Management, Commercial Banking, Banking, Credit Analysis, Financial Services, Portfolio Management, Loans, Commercial Lending, Credit, Risk Management, Consumer Lending, Financial Analysis, Payments, Cash Management, Treasury, Liquidity Management, Relationship Management, Small Business Lending, ACH, Treasury Services
Education
University of Arkansas 1985 — 1986
MBA, Finance
Wells Fargo September 1990 - Present
Wells Fargo Bank 1990 - Present
Skills
Financial Institutions, Small Business Lending, Commercial Banking, Lines Of Credit, Credit, Commercial Lending, Banking, Credit Analysis, Loans, Consumer Lending, Portfolio Management, Credit Risk, Commercial Mortgages, Treasury Management, Mortgage Lending, Asset Based Lending, Loan Origination, Retail Banking
Education
University of Arkansas at Little Rock 1987 — 1989
BS, Business and Finance
Yavapai College 1986 — 1987
Associate of Arts and Sciences (AAS)
Wells Fargo Bank August 2010 - Present
eBay Inc June 2010 - August 2010
PayPal Inc March 2009 - March 2010
JPMorgan Chase Card Services (formerly Washington Mutual Card Services) April 2001 - January 2009
Fair, Isaac and Company, Inc January 2000 - April 2001
Education
University of California, Berkeley
Bachelor of Arts, Statistics
Wells Fargo March 2013 - Present
Wells Fargo Bank November 2009 - Present
Wells Fargo Bank 2006 - 2011
Skills
Business Analysis, SDLC, Vendor Management, Requirements Analysis, Integration, Software Project..., Enterprise Architecture, Agile Methodologies, Requirements Gathering, Management
Education
University of California, Berkeley 2010 — 2013
Project Management, Project Management
Cal State Northridge
Bachelor's Degree, Communication and Media Studies
Wells Fargo Bank January 1981 - March 2012
Skills
Commercial Banking, Commercial Lending, Commercial Mortgages, Credit, Loans, Underwriting, Workout, Middle Market, Commercial Credit, Construction Loans, Banking, Credit Analysis, Term Loans, Loan Origination, Financial Services, Consumer Lending
Education
University of California, Berkeley
BS, Business/Econ/Finance
University of California, Hastings College of the Law
JD
Union Bank August 2007 - Present
Wells Fargo Bank 2002 - 2007
Bank of America 1994 - 2002
Skills
Fixed Income, Bloomberg, Asset Managment, Banking, Portfolio Management, Capital Markets, Financial Analysis, Derivatives, Investments, Financial Risk
Education
University of California, Berkeley 1990 — 1994
BA, Economics
Wells Fargo Bank August 2014 - March 2015
Bank of America June 2013 - November 2013
Wells Fargo Bank August 2011 - February 2013
Bank of America January 2011 - May 2011
Joseph A Bank Clothiers, Inc. Maximus Inc. Good Shepherd Center November 2007 - August 2010
APS Healthcare April 2006 - November 2007
Kitchen Saver of Baltimore, Inc August 2003 - April 2006
Catholic Relief Services June 1993 - June 2003
Skills
Bank Reconciliation, General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Lease Administration
Education
University of Baltimore
Bachelor of Science, Business Administration concentration Business Management
Baltimore City Community College
Associate of Science, Business Administration
Marcus & Millichap Capital Corporation June 2015 - Present
Wells Fargo Bank January 2012 - June 2014
Wells Fargo Bank January 2010 - December 2011
Bankers Preferred January 2005 - December 2009
Bankers Preferred September 2002 - December 2004
Skills
Banking, Loans, Business Development, Credit, Management, Small Business Lending, Sales, Real Estate, Commercial Lending, Treasury Management, Commercial Mortgages, Financial Analysis, Lines Of Credit, Negotiation, Sales Management, Operations Management, Business Strategy, Leadership, New Business Development, Public Speaking, Long-term Customer...
Education
University of California, Berkeley
BA, Political Economy of Industrial Societies
Wells Fargo April 2014 - Present
Wells Fargo July 2011 - April 2014
JPMorgan Chase December 2009 - July 2011
Wells Fargo Bank August 2008 - July 2009
Wells Fargo Financial July 2006 - August 2008
Skills
Credit Analysis, Sales, Loans, Credit, Banking, Finance, Commercial Banking, Cash Management, Selling, Risk Management, Financial Analysis, Cross Selling, Financial Services, Relationship Management, Retail Banking, Small Business Lending, Credit Risk, Mortgage Lending, Commercial Lending, Portfolio Management, Loan Origination, Consumer Lending, Management
Education
University of Baltimore 2006 — 2008
bs, Finance
Bay View Federal Bank (FSR) June 1987 - October 1997
Wells Fargo Bank January 1978 - August 1986
Education
University of Arkansas at Pine Bluff 2007 — 2012
College of. Alameda 1970 — 1972
Associate's degree, Fine. Arts
Wells Fargo Bank January 2008 - Present
Wells Fargo Bank October 1996 - December 2007
Skills
Commercial Lending, Investment Properties, Employee Benefits, Real Estate, Commercial Banking, Risk Management
Education
University of Arizona
BS, Business Administration
Wells Fargo Bank 2004 - Present
Wells Fargo November 1995 - Present
Skills
Investments, Wealth Management..., Trust Services, Strategic Financial..., High Net Worth..., Estate Planning, Wealth Management, Portfolio Management, Asset Management, Retirement Planning, Private Banking, Investment Management
Education
University of Tulsa College of Law 1983 — 1986
Doctor of Law (J.D.)
University of Arkansas 1979 — 1982
Finance
Merrill Lynch August 2005 - October 2010
Wells Fargo Bank February 2004 - August 2005
Golden Crown Industrial Co September 2002 - January 2004
Education
University of California, Berkeley
Bachelor of Arts, Psychology
Wells Fargo Bank March 2011 - January 2012
Aflac April 2009 - February 2011
Kyriba Corporation 2008 - 2009
Diners Club International 2000 - 2003
Skills
Banking, Treasury Management, Account Management, Sales Management, Credit, Financial Services, Product Management, Salesforce.com, Analysis, Negotiation, Strategic Planning, Social Media, Event Management, Cold Calling, Online Advertising, Series 63, Finance, Business Relationship..., Risk Management, Relationship Management
Education
University of California, Berkeley 1976 — 1979
Bachelor of Arts (B.A.), Political Science and Government
University of California, Berkeley 1976 — 1978
Bachelors, Political Science
Divine Party Designs March 2013 - Present
Wells Fargo Bank September 2000 - March 2009
Education
University of Arizona, Eller College of Management 2002 — 2006
Bachelors, Finance
Wells Fargo Bank November 2010 - Present
Wells Fargo Bank November 2010 - Present
Education
University of Arkansas at Little Rock, William H. Bowen School of Law 1987 — 1991
Juris Doctor, Law
Bank of Oklahoma January 2013 - Present
Wells Fargo Bank January 2002 - November 2012
Morgan Stanley August 1988 - March 1999
Skills
Series 7, Series 63, Fixed Income, Bonds, Bloomberg, Series 9&10
Education
University of Arkansas at Fayetteville 1969 — 1975
Business Administration and Management, General
Wells Fargo Bank September 2006 - January 2012
Skills
Loans, Credit, Banking, Consumer Lending, Small Business Lending, Lines Of Credit, Credit Analysis, Commercial Banking, Commercial Lending, Retail Banking, Cross Selling, Financial Services, Customer Service, Relationship Management
Education
University of Arkansas at Little Rock 1997 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
One Pacific Coast Bank February 2012 - Present
One Pacific Coast Bank February 2012 - Present
Sherry Young Photography January 2004 - Present
Wells Fargo Bank April 2007 - April 2009
Wells Fargo Bank 2004 - 2007
Bayer Corporation August 1997 - September 2004
Skills
Consultative Sales, Marketing, Relationship Management, Photography, Public Speaking, Leadership Development, Process Improvement, Management, Negotiation, Project Management, Strategic Planning, Analysis, Program Management, Event Planning, Needs Analysis, Organizational..., Financial Modeling, Change Management, Risk Management, Strategy, Coaching, Team Leadership, Team Building, Marketing Strategy, Business Strategy, Business Analysis, Leadership, Cross-functional Team..., Business Development, Training, Management Consulting, Vendor Management, Board Treasurer, Board Corresponding..., Board Recording..., Cash Management, Affinity Program Launch
Education
University of California, Berkeley 1987 — 1991
Bachelor of Arts, Social Welfare
First Citizens Bank November 2011 - Present
Bank of the West September 2010 - November 2011
Wells Fargo Bank September 2005 - September 2010
Merrill Lynch May 2000 - September 2005
Wells Fargo Bank September 1994 - May 2000
Bank of America November 1990 - September 1994
Education
California State University 1986 — 1987
MBA, Finance
University of California 1979 — 1984
BA, Zoology
Wells Fargo Bank May 2006 - Present
Bank of America July 1987 - September 2006
Education
University of California, Berkeley 1986 — 1990
Bachelor of Science (BS), French Language and Literature
University of California, Berkeley 1986 — 1990
BS, History
Wells fargo bank
Skills
Banking
Education
University of Arizona 1976 — 1981
Bachelor of Architecture (B.Arch.), Architecture
University of Arizona
Architecture