Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Salaries. You can even request information on how much does Wells Fargo pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo directly from the past employees.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Employee
Years
Job
Industry
Diana Perko Diana Perko's Wells Fargo Experience January 2010 - December 2010
Job Advanced Services Program Manager at Cisco Systems Ltd
Industry Telecommunications
Experience
Cisco January 2014 - Present
Alsbridge January 2013 - December 2013
Verizon Enterprise Solutions January 2012 - December 2012
JDSU January 2011 - December 2011
Wells Fargo January 2010 - December 2010
Skills
IT/Telecom, VoIP, SIP, MPLS, Network Transformation, Data Center, Infrastructure, Contact Centre..., UCCE, ITIL, IP PBX, Solution Architecture, SaaS, Cloud Computing IaaS, Program Development, Program Management, Vendor Management, Project Management, Project Finance, Business Analysis, CRM, Enterprise Content..., SOX Compliancy, Requirements Analysis, Change Management, Agile Project Management, Six Sigma, Scrum, SDLC, MySQL, ETL, TEM, Smart Metering, Wireless Broadband, Business Development
Education
Golden Gate University
Bachelor of Science (BS), Computer Systems Networking and Telecommunications
Cisco January 2014 - Present
Alsbridge January 2013 - December 2013
Verizon Enterprise Solutions January 2012 - December 2012
JDSU January 2011 - December 2011
Wells Fargo January 2010 - December 2010
Skills
IT/Telecom, VoIP, SIP, MPLS, Network Transformation, Data Center, Infrastructure, Contact Centre..., UCCE, ITIL, IP PBX, Solution Architecture, SaaS, Cloud Computing IaaS, Program Development, Program Management, Vendor Management, Project Management, Project Finance, Business Analysis, CRM, Enterprise Content..., SOX Compliancy, Requirements Analysis, Change Management, Agile Project Management, Six Sigma, Scrum, SDLC, MySQL, ETL, TEM, Smart Metering, Wireless Broadband, Business Development
Education
Golden Gate University
Bachelor of Science (BS), Computer Systems Networking and Telecommunications
Marlies Bruning Marlies Bruning's Wells Fargo Experience 2009 - Present
Job Director at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank 2009 - Present
Wells Fargo 2009 - Present
Skills
Banking, Commercial Banking, Credit, Portfolio Management, Financial Analysis, Finance, Financial Services, Commercial Real Estate, Real Estate Economics, Strategy, Loans, Credit Analysis, Management, Real Estate, Valuation, Due Diligence, Asset Management
Education
University of Wisconsin-Madison
Master's degree, German Language and Literature
Golden Gate University
MBA, Banking and Finance
University of Wisconsin-Madison
Bachelor's degree, German Language and Literature
Wells Fargo Bank 2009 - Present
Wells Fargo 2009 - Present
Skills
Banking, Commercial Banking, Credit, Portfolio Management, Financial Analysis, Finance, Financial Services, Commercial Real Estate, Real Estate Economics, Strategy, Loans, Credit Analysis, Management, Real Estate, Valuation, Due Diligence, Asset Management
Education
University of Wisconsin-Madison
Master's degree, German Language and Literature
Golden Gate University
MBA, Banking and Finance
University of Wisconsin-Madison
Bachelor's degree, German Language and Literature
Felicia Harris-Foster, MBA, MS HRM, CFE Felicia Harris-Foster, MBA, MS HRM, CFE's Wells Fargo Experience May 2008 - June 2014
Job
Industry Higher Education
Experience
Argosy University December 2014 - Present
John F. Kennedy University June 2014 - Present
University of Phoenix October 2009 - Present
University of Phoenix October 2010 - December 2014
Wells Fargo May 2008 - June 2014
College Summit 2009 - 2009
Wells Fargo September 2005 - May 2008
Take Wings Foundation 2004 - 2007
Wells Fargo May 1999 - September 2005
Skills
Personnel Management, Customer Service, Project Management, Risk Management, Auditing, Payroll, Legal Compliance, Policy, Employee Relations, Organizational..., Recruiting, Leadership Development, Human Resources, Leadership, Strategy, Training, Team Building, Coaching, Interviews, Performance Management, Project Planning, Analysis, Microsoft Excel, Program Management, Management, Employment Law, Onboarding, Conflict Resolution, Time Management, Strategic Planning, Business Analysis, Workshop Facilitation
Education
University of Phoenix 2013 — 2017
Doctor of Business Administration
Golden Gate University 2001 — 2005
MBA
Golden Gate University 2001 — 2005
M.S.
University of Phoenix 1996 — 1998
B.S
Argosy University December 2014 - Present
John F. Kennedy University June 2014 - Present
University of Phoenix October 2009 - Present
University of Phoenix October 2010 - December 2014
Wells Fargo May 2008 - June 2014
College Summit 2009 - 2009
Wells Fargo September 2005 - May 2008
Take Wings Foundation 2004 - 2007
Wells Fargo May 1999 - September 2005
Skills
Personnel Management, Customer Service, Project Management, Risk Management, Auditing, Payroll, Legal Compliance, Policy, Employee Relations, Organizational..., Recruiting, Leadership Development, Human Resources, Leadership, Strategy, Training, Team Building, Coaching, Interviews, Performance Management, Project Planning, Analysis, Microsoft Excel, Program Management, Management, Employment Law, Onboarding, Conflict Resolution, Time Management, Strategic Planning, Business Analysis, Workshop Facilitation
Education
University of Phoenix 2013 — 2017
Doctor of Business Administration
Golden Gate University 2001 — 2005
MBA
Golden Gate University 2001 — 2005
M.S.
University of Phoenix 1996 — 1998
B.S
Janet Nicolas Janet Nicolas's Wells Fargo Experience 2004 - 2007
Job CPA with accounting, tax and finance experience
Industry Transportation/Trucking/Railroad
Experience
Textainer September 2014 - Present
Helm Financial Corporation, acquired by First Union Rail in April 2014 January 2007 - September 2014
Wells Fargo 2004 - 2007
Charles Schwab 2000 - 2004
Fremont Group October 1997 - October 2000
Skills
Financial Modeling, Strategic Financial..., Sarbanes-Oxley Act, Corporate Finance, Process Improvement, Accounts Payable, Budgets, Analytics, 401k, Financial Planners, Due Diligence, Project Planning, Finance, General Ledger, Revenue Recognition, Mergers & Acquisitions, Variance Analysis, Risk Management, Tax, Financial Analysis, Accounting, Financial Reporting, Analysis, Management, Microsoft Excel, Financial Planning, Income Tax, Forecasting, Auditing, Financial Accounting, Microsoft Office, Account Reconciliation, Strategic Planning, Accounts Receivable, Tax Research, Payroll, SEC Filings
Education
Golden Gate University 2011 — 2014
Master's degree, Taxation
San Francisco State University
Bachelor of Science (B.S.), Accounting and Finance
University of Phoenix
MBA, Business Administration
Textainer September 2014 - Present
Helm Financial Corporation, acquired by First Union Rail in April 2014 January 2007 - September 2014
Wells Fargo 2004 - 2007
Charles Schwab 2000 - 2004
Fremont Group October 1997 - October 2000
Skills
Financial Modeling, Strategic Financial..., Sarbanes-Oxley Act, Corporate Finance, Process Improvement, Accounts Payable, Budgets, Analytics, 401k, Financial Planners, Due Diligence, Project Planning, Finance, General Ledger, Revenue Recognition, Mergers & Acquisitions, Variance Analysis, Risk Management, Tax, Financial Analysis, Accounting, Financial Reporting, Analysis, Management, Microsoft Excel, Financial Planning, Income Tax, Forecasting, Auditing, Financial Accounting, Microsoft Office, Account Reconciliation, Strategic Planning, Accounts Receivable, Tax Research, Payroll, SEC Filings
Education
Golden Gate University 2011 — 2014
Master's degree, Taxation
San Francisco State University
Bachelor of Science (B.S.), Accounting and Finance
University of Phoenix
MBA, Business Administration
Aben Hill, MBA Aben Hill, MBA's Wells Fargo Experience April 2006 - 2014
Job Senior Vice President at California Bank & Trust
Industry Banking
Experience
California Bank & Trust April 2014 - Present
Golden Gate University March 2014 - Present
Wells Fargo April 2006 - 2014
Chevy Chase Bank January 2001 - January 2006
Home Paramount January 2000 - January 2001
Terminix International January 1996 - January 2000
7up Company January 1992 - January 1996
Education
Golden Gate University 2010 — 2010
MBA-Executive Masters
University of Potomac- Washington, DC 2001 — 2005
B.S. Degree
University of California, Los Angeles
Certification
California Bank & Trust April 2014 - Present
Golden Gate University March 2014 - Present
Wells Fargo April 2006 - 2014
Chevy Chase Bank January 2001 - January 2006
Home Paramount January 2000 - January 2001
Terminix International January 1996 - January 2000
7up Company January 1992 - January 1996
Education
Golden Gate University 2010 — 2010
MBA-Executive Masters
University of Potomac- Washington, DC 2001 — 2005
B.S. Degree
University of California, Los Angeles
Certification
Russell Hanneken Russell Hanneken's Wells Fargo Experience 2007 - 2009
Job Senior Software Engineer
Industry Computer Software
Experience
YapStone, Inc. June 2009 - October 2014
Wells Fargo 2007 - 2009
Barclays 2006 - 2007
Microsoft 2004 - 2005
Wells Fargo 2004 - 2005
SyMech, Inc. 2003 - 2003
Golden Gate University 2001 - 2003
Skills
Analysis, Java, SQL, Software Development, Research, Web Services, XML, Microsoft SQL Server, Subversion, MySQL, Agile Methodologies, Eclipse, Java Enterprise Edition, Software Engineering, Databases, Linux, JDBC, JavaScript, REST
Education
Golden Gate University 1999 — 2004
Engineer's Degree, Master of Science, Software Engineering
Miami University 1989 — 1993
Bachelor's Degree, Bachelor of Arts, Philosophy
YapStone, Inc. June 2009 - October 2014
Wells Fargo 2007 - 2009
Barclays 2006 - 2007
Microsoft 2004 - 2005
Wells Fargo 2004 - 2005
SyMech, Inc. 2003 - 2003
Golden Gate University 2001 - 2003
Skills
Analysis, Java, SQL, Software Development, Research, Web Services, XML, Microsoft SQL Server, Subversion, MySQL, Agile Methodologies, Eclipse, Java Enterprise Edition, Software Engineering, Databases, Linux, JDBC, JavaScript, REST
Education
Golden Gate University 1999 — 2004
Engineer's Degree, Master of Science, Software Engineering
Miami University 1989 — 1993
Bachelor's Degree, Bachelor of Arts, Philosophy
Larry Fountain Larry Fountain's Wells Fargo Experience 1988 - 1991
Job Executive Vice President and Director of Corporate Banking at Mechanics Bank
Industry Banking
Experience
Mechanics Bank May 2014 - Present
Torrey Pines Bank July 2012 - May 2014
Bank of America Merrill Lynch December 2010 - July 2012
Silicon Valley Bank 1998 - 2006
Union Bank of California 1995 - 1998
Union Bank 1991 - 1995
Wells Fargo 1988 - 1991
Wells Fargo 1985 - 1988
Skills
Commercial Lending, Banking, Business Development, Strategic Planning, Team Building, Cash Management, Risk Management, Asset Based Lending, Finance, Product Development, Leadership, Commercial Banking, Credit, Technology Lending, Technology Banking, Sales Management, International Banking, International Cash..., Business Banking, Trade Finance, Foreign Exchange..., Ex-Im Bank, Corporate Banking, Middle Market Banking, Relationship Management
Education
University of California, Davis
B.S., Agricultural Economics and Business Management
Golden Gate University
MBA, Finance
University of Washington
Graduate, Pacific Coast Banking School
Mechanics Bank May 2014 - Present
Torrey Pines Bank July 2012 - May 2014
Bank of America Merrill Lynch December 2010 - July 2012
Silicon Valley Bank 1998 - 2006
Union Bank of California 1995 - 1998
Union Bank 1991 - 1995
Wells Fargo 1988 - 1991
Wells Fargo 1985 - 1988
Skills
Commercial Lending, Banking, Business Development, Strategic Planning, Team Building, Cash Management, Risk Management, Asset Based Lending, Finance, Product Development, Leadership, Commercial Banking, Credit, Technology Lending, Technology Banking, Sales Management, International Banking, International Cash..., Business Banking, Trade Finance, Foreign Exchange..., Ex-Im Bank, Corporate Banking, Middle Market Banking, Relationship Management
Education
University of California, Davis
B.S., Agricultural Economics and Business Management
Golden Gate University
MBA, Finance
University of Washington
Graduate, Pacific Coast Banking School
Kerry White, MPA Kerry White, MPA's Wells Fargo Experience October 2014 - Present
Job Phone Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2014 - Present
CRU-Dataport August 2000 - April 2014
Daimler Trucks North America June 1997 - August 2000
Daimler Trucks North America October 1988 - June 1997
Skills
Solution Selling, Account Management, Direct Sales, Channel Partners, Storage, Sales, Strategy, Management, Product Management, Sales Process, Lead Generation, Product Marketing, Leadership, Go-to-market Strategy, Sales Enablement, Cloud Computing
Education
Golden Gate University 1978 — 1981
Master of Public Administration (MPA), Manpower Management
San Diego State University
Bachelor's Degree
Wells Fargo October 2014 - Present
CRU-Dataport August 2000 - April 2014
Daimler Trucks North America June 1997 - August 2000
Daimler Trucks North America October 1988 - June 1997
Skills
Solution Selling, Account Management, Direct Sales, Channel Partners, Storage, Sales, Strategy, Management, Product Management, Sales Process, Lead Generation, Product Marketing, Leadership, Go-to-market Strategy, Sales Enablement, Cloud Computing
Education
Golden Gate University 1978 — 1981
Master of Public Administration (MPA), Manpower Management
San Diego State University
Bachelor's Degree
Nicole Bowers's Wells Fargo Experience January 1995 - November 1996
Job Director of Talent Management at Brighton Jones
Industry Financial Services
Experience
Brighton Jones May 2014 - Present
UBS Financial Services, Private Wealth Management June 2012 - May 2014
Goldman Sachs April 2004 - September 2011
Goldman Sachs January 2000 - April 2004
Goldman Sachs November 1996 - January 2000
Wells Fargo January 1995 - November 1996
Skills
Business Management, Training & Development, Compliance, Talent Acquisition, Business Process..., Human Capital Management, Operational Streamlining, Change Management, Learning Management, Financial System..., Employee Engagement, Client Relationship..., Project Coordination, Talent Development, Leadership, Training, Recruiting, Team Building
Education
University of Washington 2013 — 2014
Certificate in Human Resources Management, Human Capital Management
Golden Gate University 2000 — 2004
MA in Applied Psychology, Industrial / Organizational Psychology, 3.96
The University of Texas at Austin - The Red McCombs School of Business 1991 — 1994
BSBA, Finance
Brighton Jones May 2014 - Present
UBS Financial Services, Private Wealth Management June 2012 - May 2014
Goldman Sachs April 2004 - September 2011
Goldman Sachs January 2000 - April 2004
Goldman Sachs November 1996 - January 2000
Wells Fargo January 1995 - November 1996
Skills
Business Management, Training & Development, Compliance, Talent Acquisition, Business Process..., Human Capital Management, Operational Streamlining, Change Management, Learning Management, Financial System..., Employee Engagement, Client Relationship..., Project Coordination, Talent Development, Leadership, Training, Recruiting, Team Building
Education
University of Washington 2013 — 2014
Certificate in Human Resources Management, Human Capital Management
Golden Gate University 2000 — 2004
MA in Applied Psychology, Industrial / Organizational Psychology, 3.96
The University of Texas at Austin - The Red McCombs School of Business 1991 — 1994
BSBA, Finance
Raymund Santiago Raymund Santiago's Wells Fargo Experience January 2005 - September 2005
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock September 2005 - Present
Wells Fargo January 2005 - September 2005
Fremont Investment Advisors September 1997 - January 2005
KidSoft LLC July 1996 - September 1997
Franklin Templeton Investments January 1994 - July 1996
Education
San Francisco State University 1994 — 1996
Master of Business Administration (MBA), Finance
Golden Gate University 1987 — 1991
Bachelor's degree, Accounting
BlackRock September 2005 - Present
Wells Fargo January 2005 - September 2005
Fremont Investment Advisors September 1997 - January 2005
KidSoft LLC July 1996 - September 1997
Franklin Templeton Investments January 1994 - July 1996
Education
San Francisco State University 1994 — 1996
Master of Business Administration (MBA), Finance
Golden Gate University 1987 — 1991
Bachelor's degree, Accounting
Paula Zahakos Paula Zahakos's Wells Fargo Experience May 2013 - Present
Job Marketing Research Project Manager at Wells Fargo
Industry Market Research
Experience
Wells Fargo May 2013 - Present
Ipsos January 2010 - 2012
Zahakos Research Consulting June 2008 - January 2010
Reactrix Systems, Inc. January 2007 - June 2008
comScore Networks May 2003 - December 2006
Zahakos Research Consulting August 2001 - May 2003
Women.com June 2000 - August 2001
CMP Media, a division of UBM Tech December 1997 - June 2000
Computerworld April 1992 - November 1997
Chiat/Day, inc. October 1985 - June 1990
Skills
Customer Insight, Market Research, Advertising, Consumer Behaviour, Sales, Digital Media, Marketing Research, Competitive Analysis, Marketing Strategy, Business Development
Education
Golden Gate University 1988 — 1992
MBA, Marketing
Syracuse University 1978 — 1982
BA, Magazine Journalism, Politcal Science (dual degree)
Wells Fargo May 2013 - Present
Ipsos January 2010 - 2012
Zahakos Research Consulting June 2008 - January 2010
Reactrix Systems, Inc. January 2007 - June 2008
comScore Networks May 2003 - December 2006
Zahakos Research Consulting August 2001 - May 2003
Women.com June 2000 - August 2001
CMP Media, a division of UBM Tech December 1997 - June 2000
Computerworld April 1992 - November 1997
Chiat/Day, inc. October 1985 - June 1990
Skills
Customer Insight, Market Research, Advertising, Consumer Behaviour, Sales, Digital Media, Marketing Research, Competitive Analysis, Marketing Strategy, Business Development
Education
Golden Gate University 1988 — 1992
MBA, Marketing
Syracuse University 1978 — 1982
BA, Magazine Journalism, Politcal Science (dual degree)
Ken Sim Ken Sim's Wells Fargo Experience 2006 - 2014
Job HRIS Analyst
Industry Information Technology and Services
Experience
Wells Fargo 2006 - 2014
Union Bank 2000 - 2005
Union Bank 1999 - 2000
Golden Gate University 1995 - 1998
Skills
HRIS, Reporting & Analysis, Data Analysis, Human Resources, Benefits Administration, Lawson HRIS, PeopleSoft, Employee Benefits, System Testing, SharePoint Designer, InfoPath Forms, SharePoint..., Process Improvement, Open Enrollment, Succession Planning, Deferred Compensation, Strategic Planning, Agile & Waterfall..., Compensation Planning, Policy, User Acceptance Testing, Test Cases, Test Planning, Regression Testing, 403 b, COBRA, HIPAA, Cantonese, Talent Acquisition, Vendor Management
Education
Golden Gate University 1993 — 1997
BA Human Relations, Human Resources, Psychology, Sociology
Wells Fargo 2006 - 2014
Union Bank 2000 - 2005
Union Bank 1999 - 2000
Golden Gate University 1995 - 1998
Skills
HRIS, Reporting & Analysis, Data Analysis, Human Resources, Benefits Administration, Lawson HRIS, PeopleSoft, Employee Benefits, System Testing, SharePoint Designer, InfoPath Forms, SharePoint..., Process Improvement, Open Enrollment, Succession Planning, Deferred Compensation, Strategic Planning, Agile & Waterfall..., Compensation Planning, Policy, User Acceptance Testing, Test Cases, Test Planning, Regression Testing, 403 b, COBRA, HIPAA, Cantonese, Talent Acquisition, Vendor Management
Education
Golden Gate University 1993 — 1997
BA Human Relations, Human Resources, Psychology, Sociology
Madeleine Zambrano's Wells Fargo Experience February 2007 - March 2011
Job Underwriting Support Specialist at Fairway Independent Mortgage Corporation
Industry Hospitality
Experience
Fairway Independent Mortgage Corporation March 2015 - Present
Four Seasons Hotels and Resorts August 2012 - Present
Four Seasons Hotels and Resorts August 2011 - September 2014
Wells Fargo February 2007 - March 2011
Wells Fargo November 2005 - February 2007
Wells Fargo January 2004 - November 2005
Wells Fargo June 2003 - January 2004
Skills
Sales, Management, Sales Management..., Retail Banking, Branch Banking, Multi Tasking, Spanish-speaking, Hospitality Industry, Restaurant Management, Work Ethic, Goal Oriented, Hotels, Recruiting, Coaching, Process Scheduler, Food & Beverage, Teamwork, Auditing, Payroll, Sales Management, Training, Marketing, Project Planning, Policy, Human Resources, Time Management, Customer Service, Event Planning, Hospitality Management, Hospitality, Event Management, Resorts
Education
Golden Gate University 2012 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
UC Davis 2005 — 2009
Bachelor of Arts (B.A.), International Relations and Affairs
Fairway Independent Mortgage Corporation March 2015 - Present
Four Seasons Hotels and Resorts August 2012 - Present
Four Seasons Hotels and Resorts August 2011 - September 2014
Wells Fargo February 2007 - March 2011
Wells Fargo November 2005 - February 2007
Wells Fargo January 2004 - November 2005
Wells Fargo June 2003 - January 2004
Skills
Sales, Management, Sales Management..., Retail Banking, Branch Banking, Multi Tasking, Spanish-speaking, Hospitality Industry, Restaurant Management, Work Ethic, Goal Oriented, Hotels, Recruiting, Coaching, Process Scheduler, Food & Beverage, Teamwork, Auditing, Payroll, Sales Management, Training, Marketing, Project Planning, Policy, Human Resources, Time Management, Customer Service, Event Planning, Hospitality Management, Hospitality, Event Management, Resorts
Education
Golden Gate University 2012 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
UC Davis 2005 — 2009
Bachelor of Arts (B.A.), International Relations and Affairs
Cynthia Estalilla's Wells Fargo Experience 2013 - Present
Job Vice President, Client Service Manager, Investment & Fiduciary Services, Wealth Management at Wells Fargo
Industry Banking
Experience
Wells Fargo 2013 - Present
Wells Fargo September 2008 - July 2013
Wells Fargo December 2003 - September 2008
Levi Strauss & Co. April 2001 - October 2003
Scient November 2000 - April 2001
Hornblower Cruises & Events May 2000 - November 2000
Levi Strauss & Co. August 1999 - April 2000
Levi Strauss & Co. October 1995 - August 1999
Skills
HRIS, Expense Management, Microsoft Office 2007, Interviewing, Onboarding, Internal Communications, Employee Training, Project Management, Business Process..., Emotional Intelligence, Written & Oral..., Team Leadership, Public Speaking, Change Management, Job Coaching, Employee Benefits, Customer Service, HR Policies, Negotiation, Networking, Proofreading, Research
Education
San Francisco State University
Project Management
Golden Gate University
BS, Management
Golden Gate University
Human Resources certificate, Human Resources graduate studies
Wells Fargo 2013 - Present
Wells Fargo September 2008 - July 2013
Wells Fargo December 2003 - September 2008
Levi Strauss & Co. April 2001 - October 2003
Scient November 2000 - April 2001
Hornblower Cruises & Events May 2000 - November 2000
Levi Strauss & Co. August 1999 - April 2000
Levi Strauss & Co. October 1995 - August 1999
Skills
HRIS, Expense Management, Microsoft Office 2007, Interviewing, Onboarding, Internal Communications, Employee Training, Project Management, Business Process..., Emotional Intelligence, Written & Oral..., Team Leadership, Public Speaking, Change Management, Job Coaching, Employee Benefits, Customer Service, HR Policies, Negotiation, Networking, Proofreading, Research
Education
San Francisco State University
Project Management
Golden Gate University
BS, Management
Golden Gate University
Human Resources certificate, Human Resources graduate studies
Cynthia Ng Lennon, CCP, PHR Cynthia Ng Lennon, CCP, PHR's Wells Fargo Experience April 2006 - April 2008
Job Compensation, HRIS, Benefits
Industry Real Estate
Experience
Carmel Partners October 2013 - Present
Carmel Partners April 2008 - October 2013
Wells Fargo April 2006 - April 2008
Wells Fargo Bank August 2003 - June 2006
Skills
Benefits Administration, Compensation, Job Analysis, Workers Compensation, Team Building, Process Improvement, Abra, Crystal Reports, HRIS, Salary, Benefits, Employment Law, Job Descriptions, PeopleSoft, Workforce Planning, Policy, Employee Engagement, Compliance, Payroll Processing, Customer Service, PowerPoint, HR Policies, Access, Excel, Employee Benefits, Incentive Programs, Payroll, Market Pricing, Microsoft Office, Executive Compensation, Human Capital Management, Employee Relations
Education
World at Work 2007 — 2012
CCP, Certified Compensation Professional
Golden Gate University 2006 — 2009
Masters, Human Resource Management
University of San Francisco 2002 — 2006
BS, International Business, Minor in Chinese Studies
Carmel Partners October 2013 - Present
Carmel Partners April 2008 - October 2013
Wells Fargo April 2006 - April 2008
Wells Fargo Bank August 2003 - June 2006
Skills
Benefits Administration, Compensation, Job Analysis, Workers Compensation, Team Building, Process Improvement, Abra, Crystal Reports, HRIS, Salary, Benefits, Employment Law, Job Descriptions, PeopleSoft, Workforce Planning, Policy, Employee Engagement, Compliance, Payroll Processing, Customer Service, PowerPoint, HR Policies, Access, Excel, Employee Benefits, Incentive Programs, Payroll, Market Pricing, Microsoft Office, Executive Compensation, Human Capital Management, Employee Relations
Education
World at Work 2007 — 2012
CCP, Certified Compensation Professional
Golden Gate University 2006 — 2009
Masters, Human Resource Management
University of San Francisco 2002 — 2006
BS, International Business, Minor in Chinese Studies
Charles Ho Charles Ho's Wells Fargo Experience March 2013 - Present
Job Regional Store Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2013 - Present
Wells Fargo Bank December 2009 - March 2013
Skills
Loans, Credit, Banking, Mortgage Lending, Retail Banking, Consumer Lending, Small Business Lending, Commercial Banking, Credit Analysis, Loan Origination, Commercial Lending, Mortgage Banking, Branch Management
Education
Golden Gate University 2011 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
San Jose State University 2003 — 2005
Bachelor's degree, Marketing
Wells Fargo March 2013 - Present
Wells Fargo Bank December 2009 - March 2013
Skills
Loans, Credit, Banking, Mortgage Lending, Retail Banking, Consumer Lending, Small Business Lending, Commercial Banking, Credit Analysis, Loan Origination, Commercial Lending, Mortgage Banking, Branch Management
Education
Golden Gate University 2011 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
San Jose State University 2003 — 2005
Bachelor's degree, Marketing
Garrett Macedo's Wells Fargo Experience August 2010 - January 2014
Job MFT Trainee
Industry Individual & Family Services
Experience
San Mateo Credit Union September 2014 - Present
Idiom Plus January 2014 - June 2014
Wells Fargo August 2010 - January 2014
San Francisco Police Department September 2011 - July 2012
Camarillo Mattress January 2008 - July 2009
Skills
Written & Verbal..., Customer Service, Close Attention to..., Sales, Patience, Financial Understanding, Business Intelligence, Teaching English as a..., English grammar, Creativity, Respect
Education
Golden Gate University 2014 — 2016
Master of Arts (MA), Marriage and Family Therapy/Counseling
San Francisco State University 2010 — 2012
Bachelor of Arts (B.A.), Psychology
Ventura College 2007 — 2010
Psychology
International TEFL Academy
TEFL Certificate, Teaching English as a Second or Foreign Language/ESL Language Instructor, Children to Adults
San Mateo Credit Union September 2014 - Present
Idiom Plus January 2014 - June 2014
Wells Fargo August 2010 - January 2014
San Francisco Police Department September 2011 - July 2012
Camarillo Mattress January 2008 - July 2009
Skills
Written & Verbal..., Customer Service, Close Attention to..., Sales, Patience, Financial Understanding, Business Intelligence, Teaching English as a..., English grammar, Creativity, Respect
Education
Golden Gate University 2014 — 2016
Master of Arts (MA), Marriage and Family Therapy/Counseling
San Francisco State University 2010 — 2012
Bachelor of Arts (B.A.), Psychology
Ventura College 2007 — 2010
Psychology
International TEFL Academy
TEFL Certificate, Teaching English as a Second or Foreign Language/ESL Language Instructor, Children to Adults
Charles Ritchie's Wells Fargo Experience November 2002 - December 2006
Job Information Security Officer at HP Enterprise Services
Industry Information Technology and Services
Experience
HP Enterprise Services October 2012 - Present
MetaVista Consulting Group June 2009 - December 2012
MetaVista Consulting Group November 1996 - May 2009
Wells Fargo November 2002 - December 2006
Wells Fargo November 1996 - January 2000
Science Applications International Corporation (SAIC) June 1994 - November 1996
Deltanet, Inc. (Subsidiary of Delta Dental) May 1991 - June 1994
First Security Bank January 1977 - April 1991
Skills
Data Center, Technology Planning, Project Planning, PMP, Security, Project Oversight, Virtual Teams, ITIL, Software Requirements, Training Delivery, PMBOK, Information Security..., Infrastructure, Governance, Change Management, Disaster Recovery, Release Management, Program Management, Software Project..., Project Portfolio..., Process Improvement, Software Development, Project Management, Enterprise Architecture, SDLC, PMO, Unix, Management, Business Analysis, IT Strategy, Business Process..., Management Consulting, Strategy, Consulting, IT Management, Enterprise Software, Quality Assurance, Leadership, Business Process, Software Documentation, Testing, Integration, Requirements Analysis, Databases, Vendor Management, MS Project, Risk Management, IT Service Management, Agile Project Management
Education
Golden Gate University 1993 — 1995
MBA, Management
University of Phoenix 1988 — 1990
BSBA, Business Administration
HP Enterprise Services October 2012 - Present
MetaVista Consulting Group June 2009 - December 2012
MetaVista Consulting Group November 1996 - May 2009
Wells Fargo November 2002 - December 2006
Wells Fargo November 1996 - January 2000
Science Applications International Corporation (SAIC) June 1994 - November 1996
Deltanet, Inc. (Subsidiary of Delta Dental) May 1991 - June 1994
First Security Bank January 1977 - April 1991
Skills
Data Center, Technology Planning, Project Planning, PMP, Security, Project Oversight, Virtual Teams, ITIL, Software Requirements, Training Delivery, PMBOK, Information Security..., Infrastructure, Governance, Change Management, Disaster Recovery, Release Management, Program Management, Software Project..., Project Portfolio..., Process Improvement, Software Development, Project Management, Enterprise Architecture, SDLC, PMO, Unix, Management, Business Analysis, IT Strategy, Business Process..., Management Consulting, Strategy, Consulting, IT Management, Enterprise Software, Quality Assurance, Leadership, Business Process, Software Documentation, Testing, Integration, Requirements Analysis, Databases, Vendor Management, MS Project, Risk Management, IT Service Management, Agile Project Management
Education
Golden Gate University 1993 — 1995
MBA, Management
University of Phoenix 1988 — 1990
BSBA, Business Administration
Richard Balugo Richard Balugo's Wells Fargo Experience March 2013 - Present
Job Business Systems Consultant at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo March 2013 - Present
Wells Fargo Bank December 2009 - March 2013
San Francisco Chronicle June 2007 - May 2010
Wells Fargo Bank July 2006 - June 2007
Charles Schwab April 1999 - June 2006
Skills
Business Analysis, Business Intelligence, SQL, Data Analysis, SDLC, Analysis, Oracle, Crystal Reports, Databases, Testing, Vendor Management, Data Warehousing
Education
University of San Francisco 2009 — 2011
MSIS, Information Systems
Golden Gate University 1988 — 1991
BS Accounting, Accounting & Finance
Wells Fargo March 2013 - Present
Wells Fargo Bank December 2009 - March 2013
San Francisco Chronicle June 2007 - May 2010
Wells Fargo Bank July 2006 - June 2007
Charles Schwab April 1999 - June 2006
Skills
Business Analysis, Business Intelligence, SQL, Data Analysis, SDLC, Analysis, Oracle, Crystal Reports, Databases, Testing, Vendor Management, Data Warehousing
Education
University of San Francisco 2009 — 2011
MSIS, Information Systems
Golden Gate University 1988 — 1991
BS Accounting, Accounting & Finance
Carolyn Jorgensen Carolyn Jorgensen's Wells Fargo Experience March 2012 - May 2012
Job Business Systems Analyst
Industry Information Technology and Services
Experience
American AgCredit February 2014 - Present
Micro Touch Consulting March 2007 - 2014
Autodesk June 2013 - September 2013
Union Bank September 2012 - December 2012
Wells Fargo March 2012 - May 2012
External Resources, Inc. January 2012 - February 2012
Wells Fargo June 2011 - December 2011
Gap Inc./Gap Inc. Direct November 2010 - April 2011
Gap Inc./Gap Inc. Direct July 2010 - September 2010
Santa Rosa City Schools March 2010 - May 2010
Skills
Excel, VBA, Data Warehousing, Access, PowerPoint, Forecasting, Pivot Tables, SQL, Analysis, Business Analysis, Photo Editing, Databases, Data Analysis, HTML, Polypaths, Microsoft Excel, Testing, Integration, Agile Methodologies, Project Management, Business Intelligence
Education
University of Illinois at Urbana-Champaign 1977 — 1981
BS, Business Administration
Golden Gate University
MBA, Business Administration
American AgCredit February 2014 - Present
Micro Touch Consulting March 2007 - 2014
Autodesk June 2013 - September 2013
Union Bank September 2012 - December 2012
Wells Fargo March 2012 - May 2012
External Resources, Inc. January 2012 - February 2012
Wells Fargo June 2011 - December 2011
Gap Inc./Gap Inc. Direct November 2010 - April 2011
Gap Inc./Gap Inc. Direct July 2010 - September 2010
Santa Rosa City Schools March 2010 - May 2010
Skills
Excel, VBA, Data Warehousing, Access, PowerPoint, Forecasting, Pivot Tables, SQL, Analysis, Business Analysis, Photo Editing, Databases, Data Analysis, HTML, Polypaths, Microsoft Excel, Testing, Integration, Agile Methodologies, Project Management, Business Intelligence
Education
University of Illinois at Urbana-Champaign 1977 — 1981
BS, Business Administration
Golden Gate University
MBA, Business Administration
Ide Peterson Ide Peterson's Wells Fargo Experience January 2013 - November 2013
Job Channel Marketing Manager at NetSpend
Industry Financial Services
Experience
NetSpend February 2014 - Present
Wells Fargo January 2013 - November 2013
Wells Fargo July 2012 - December 2012
Wells Fargo April 2010 - November 2010
Newcourse Marketing October 2007 - July 2009
Washington Mutual Card Services November 2005 - March 2007
Washington Mutual Card Services September 2004 - October 2005
Providian Financial March 2001 - August 2004
Providian Financial September 1999 - February 2001
Providian Financial February 1997 - August 1999
Skills
Financial Services, Customer Acquisition, Database Marketing, Direct Marketing, Email Marketing, Product Management, Analytics, Forecasting, Strategy, Competitive Analysis, Marketing, Direct Mail, Segmentation, Credit Cards, Relationship Management, Cross-functional Team..., Business Analysis, Process Improvement, Management
Education
Golden Gate University 2012 — 2016
Bachelor of Science in Business, Finance Concentration
NetSpend February 2014 - Present
Wells Fargo January 2013 - November 2013
Wells Fargo July 2012 - December 2012
Wells Fargo April 2010 - November 2010
Newcourse Marketing October 2007 - July 2009
Washington Mutual Card Services November 2005 - March 2007
Washington Mutual Card Services September 2004 - October 2005
Providian Financial March 2001 - August 2004
Providian Financial September 1999 - February 2001
Providian Financial February 1997 - August 1999
Skills
Financial Services, Customer Acquisition, Database Marketing, Direct Marketing, Email Marketing, Product Management, Analytics, Forecasting, Strategy, Competitive Analysis, Marketing, Direct Mail, Segmentation, Credit Cards, Relationship Management, Cross-functional Team..., Business Analysis, Process Improvement, Management
Education
Golden Gate University 2012 — 2016
Bachelor of Science in Business, Finance Concentration
Lynden Kendrick Lynden Kendrick's Wells Fargo Experience 1999 - 2006
Job officially Retired at Retired as of 4/6/2015
Industry Hospital & Health Care
Experience
Retired as of 4/6/2015 April 2015 - Present
Colonial Life 2013 - Present
Self-employed 1987 - March 2015
U.S. Bank 2010 - 2013
First Horizion Msaver 2006 - 2009
Wells Fargo 1999 - 2006
Cost Control Advocates 1987 - 1999
Smith Administrators 1983 - 1987
PCS Drug Cards 1978 - 1983
Skills
HSA, HRA and FSA Sales, Claims Processing, HSA Information Expert, Nationally Recognized..., Strategic Marketing &..., Benefits Administration, Employee Benefits, Brokers, Customer Service, Disability Insurance, Health Savings Accounts, Leadership, Life Insurance, Managed Care, Management, Marketing, Sales, Small Business, Team Building, Strategic Planning, Insurance, Training, Health Insurance
Education
Golden Gate University
Health Services Administration
University of Utah
Bachelor of Arts (B.A.) and Bachelor of Science, Chemistry and Business (Marketing)
Retired as of 4/6/2015 April 2015 - Present
Colonial Life 2013 - Present
Self-employed 1987 - March 2015
U.S. Bank 2010 - 2013
First Horizion Msaver 2006 - 2009
Wells Fargo 1999 - 2006
Cost Control Advocates 1987 - 1999
Smith Administrators 1983 - 1987
PCS Drug Cards 1978 - 1983
Skills
HSA, HRA and FSA Sales, Claims Processing, HSA Information Expert, Nationally Recognized..., Strategic Marketing &..., Benefits Administration, Employee Benefits, Brokers, Customer Service, Disability Insurance, Health Savings Accounts, Leadership, Life Insurance, Managed Care, Management, Marketing, Sales, Small Business, Team Building, Strategic Planning, Insurance, Training, Health Insurance
Education
Golden Gate University
Health Services Administration
University of Utah
Bachelor of Arts (B.A.) and Bachelor of Science, Chemistry and Business (Marketing)
Jim Rinehart Jim Rinehart's Wells Fargo Experience August 1997 - August 2002
Job Jim Rinehart State Farm Agent
Industry Insurance
Experience
State Farm Insurance October 2002 - Present
BNI October 2009 - October 2010
Wells Fargo August 1997 - August 2002
Skills
Life Insurance, Term Life Insurance, Commercial Insurance, Property & Casualty..., Leadership, Disability Insurance, Insurance, Workers Compensation, Small Business, Health Insurance, Sales, Customer Service, Public Speaking, Homeowners, Fixed Annuities, Whole Life
Education
Golden Gate University 1993 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
San Jose State University 1987 — 1989
Bachelor of Science (BS), Business Administration and Management, General
State Farm Insurance October 2002 - Present
BNI October 2009 - October 2010
Wells Fargo August 1997 - August 2002
Skills
Life Insurance, Term Life Insurance, Commercial Insurance, Property & Casualty..., Leadership, Disability Insurance, Insurance, Workers Compensation, Small Business, Health Insurance, Sales, Customer Service, Public Speaking, Homeowners, Fixed Annuities, Whole Life
Education
Golden Gate University 1993 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
San Jose State University 1987 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Brigette Cagle Brigette Cagle's Wells Fargo Experience 2000 - 2008
Job Project Controls Consultant
Industry Information Technology and Services
Experience
Mission Support Alliance 2012 - Present
Babcock Services, Inc 2010 - October 2011
Bruce Power 2009 - 2010
Department of Technology City &County of SF 2008 - 2010
Wells Fargo 2000 - 2008
Skills
Earned Value Management, Project Management, Nuclear, Program Management, MS Project, Process Improvement, Project Planning, Analysis, Consulting, Contract Management, Customer Service, Energy, Engineering, Leadership, Management, Project Control, SDLC, Team Leadership, Training
Education
Golden Gate University
Bachelor of Science, Computer Science
Mission Support Alliance 2012 - Present
Babcock Services, Inc 2010 - October 2011
Bruce Power 2009 - 2010
Department of Technology City &County of SF 2008 - 2010
Wells Fargo 2000 - 2008
Skills
Earned Value Management, Project Management, Nuclear, Program Management, MS Project, Process Improvement, Project Planning, Analysis, Consulting, Contract Management, Customer Service, Energy, Engineering, Leadership, Management, Project Control, SDLC, Team Leadership, Training
Education
Golden Gate University
Bachelor of Science, Computer Science
Robert Falla's Wells Fargo Experience September 1997 - March 1999
Job Database Administrator at Guide Dogs for the Blind
Industry Nonprofit Organization Management
Experience
Guide Dogs for the Blind May 1999 - Present
Union Bank March 1999 - May 1999
Wells Fargo September 1997 - March 1999
Skills
Windows Server, Microsoft SQL Server, Access, Databases, VB.NET, Visio, .NET, T-SQL, SharePoint, HTML, XP, ASP.NET, Active Directory, C#, SQL, JavaScript, Database Administration, CSS, Leadership, Customer Service, Management, Public Speaking, Nonprofits
Education
Golden Gate University 1994 — 1996
Bachelor of Science in Business, International Business/Trade/Commerce
Marin Catholic High School
Guide Dogs for the Blind May 1999 - Present
Union Bank March 1999 - May 1999
Wells Fargo September 1997 - March 1999
Skills
Windows Server, Microsoft SQL Server, Access, Databases, VB.NET, Visio, .NET, T-SQL, SharePoint, HTML, XP, ASP.NET, Active Directory, C#, SQL, JavaScript, Database Administration, CSS, Leadership, Customer Service, Management, Public Speaking, Nonprofits
Education
Golden Gate University 1994 — 1996
Bachelor of Science in Business, International Business/Trade/Commerce
Marin Catholic High School
Richard J. Jensen Richard J. Jensen's Wells Fargo Experience August 2003 - December 2012
Job Business Management Coach
Industry Nonprofit Organization Management
Experience
MarinLink, Inc. January 2013 - Present
Wells Fargo August 2003 - December 2012
Bank of America January 1988 - October 2002
American Express January 1983 - February 1984
Education
Golden Gate University 1978 — 1983
BA, MBA, General Management & Marketing
City College of San Francisco 1970 — 1972
AA, Business Administration
MarinLink, Inc. January 2013 - Present
Wells Fargo August 2003 - December 2012
Bank of America January 1988 - October 2002
American Express January 1983 - February 1984
Education
Golden Gate University 1978 — 1983
BA, MBA, General Management & Marketing
City College of San Francisco 1970 — 1972
AA, Business Administration
Irma Ramos Irma Ramos's Wells Fargo Experience October 2009 - April 2011
Job Sr. Project Manager at Pacific Gas and Electric Company
Industry Information Services
Experience
Pacific Gas and Electric Company October 2014 - April 2015
Pacific Gas and Electric Company April 2011 - August 2013
Wells Fargo October 2009 - April 2011
Pacific Gas and Electric Company February 2007 - April 2009
Augmentum, Inc. November 2005 - January 2007
American President Lines March 2005 - October 2005
Informatix, Inc. July 2001 - April 2005
Centegy Corporation November 2000 - May 2001
Walker Interactive Systems October 1996 - August 2000
D.I.S.C. Services, Inc. September 1992 - September 1996
Skills
Business Intelligence, Finance, Banking, Supply Chain, Government, Transportation, Retail, Business Analysis, SDLC, Software Project..., Project Management, Data Warehousing, Integration, Program Management, Requirements Analysis, Management, Business Process..., Process Improvement, Vendor Management, PMO, IT Strategy, Software Development, Analysis, User Acceptance Testing, Strategy, Quality Assurance, Change Management, Business Requirements, Databases, Testing, Outsourcing, Business Process, Enterprise Software, Requirements Gathering, Visio, Resource Management, Project Planning, Consulting, Cross-functional Team..., Leadership, Software Documentation, Project Portfolio...
Education
Golden Gate University
Bachelor's degree, Management Information Systems, General
Pacific Gas and Electric Company October 2014 - April 2015
Pacific Gas and Electric Company April 2011 - August 2013
Wells Fargo October 2009 - April 2011
Pacific Gas and Electric Company February 2007 - April 2009
Augmentum, Inc. November 2005 - January 2007
American President Lines March 2005 - October 2005
Informatix, Inc. July 2001 - April 2005
Centegy Corporation November 2000 - May 2001
Walker Interactive Systems October 1996 - August 2000
D.I.S.C. Services, Inc. September 1992 - September 1996
Skills
Business Intelligence, Finance, Banking, Supply Chain, Government, Transportation, Retail, Business Analysis, SDLC, Software Project..., Project Management, Data Warehousing, Integration, Program Management, Requirements Analysis, Management, Business Process..., Process Improvement, Vendor Management, PMO, IT Strategy, Software Development, Analysis, User Acceptance Testing, Strategy, Quality Assurance, Change Management, Business Requirements, Databases, Testing, Outsourcing, Business Process, Enterprise Software, Requirements Gathering, Visio, Resource Management, Project Planning, Consulting, Cross-functional Team..., Leadership, Software Documentation, Project Portfolio...
Education
Golden Gate University
Bachelor's degree, Management Information Systems, General
Mike Telang Mike Telang's Wells Fargo Experience October 2014 - Present
Job Senior Vice President & Chief Architect at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2014 - Present
Cisco Systems, Inc May 2013 - October 2014
Cisco Systems May 2010 - May 2013
Cisco Systems, Inc January 2004 - May 2010
Cisco Systems, Inc January 2001 - January 2004
Yahoo Inc January 1999 - January 2001
Yahoo Inc 1999 - 2001
Quantum Corporation January 1997 - January 1999
Quantum 1995 - 1999
Nortel Networks 1990 - 1998
Skills
Data Center, Cisco Technologies, Cloud Computing, IT Service Management, Vendor Management, VoIP, Program Management, Networking, Strategy, IP, Telecommunications, Unified Communications, Infrastructure, Routing, IT Strategy, SDLC, IT Management, Management, Integration, Analysis, SaaS, Security, Training, Telephony, Cisco IOS, PMO, Network Architecture, Switches, ITIL, Managed Services, Information Technology, Executive Management, Virtualization, Architecture, Storage, Cross-functional Team..., PMP, Strategic Planning, Mergers & Acquisitions, Technical Support, Enterprise Architecture, TCP/IP, Go-to-market Strategy, Solution Architecture, BGP, Video Conferencing, HP, Telepresence, Enterprise Software, OSPF
Education
Golden Gate University 1990 — 1992
Master's, Business Administration; Telecommunications
Symbiosis institute of Management Studies 1985 — 1987
Symbiosis Institute of Management
Master's, Business Administration; Business
Hyderabad Public school 1970 — 1982
Sydenham College
Wells Fargo October 2014 - Present
Cisco Systems, Inc May 2013 - October 2014
Cisco Systems May 2010 - May 2013
Cisco Systems, Inc January 2004 - May 2010
Cisco Systems, Inc January 2001 - January 2004
Yahoo Inc January 1999 - January 2001
Yahoo Inc 1999 - 2001
Quantum Corporation January 1997 - January 1999
Quantum 1995 - 1999
Nortel Networks 1990 - 1998
Skills
Data Center, Cisco Technologies, Cloud Computing, IT Service Management, Vendor Management, VoIP, Program Management, Networking, Strategy, IP, Telecommunications, Unified Communications, Infrastructure, Routing, IT Strategy, SDLC, IT Management, Management, Integration, Analysis, SaaS, Security, Training, Telephony, Cisco IOS, PMO, Network Architecture, Switches, ITIL, Managed Services, Information Technology, Executive Management, Virtualization, Architecture, Storage, Cross-functional Team..., PMP, Strategic Planning, Mergers & Acquisitions, Technical Support, Enterprise Architecture, TCP/IP, Go-to-market Strategy, Solution Architecture, BGP, Video Conferencing, HP, Telepresence, Enterprise Software, OSPF
Education
Golden Gate University 1990 — 1992
Master's, Business Administration; Telecommunications
Symbiosis institute of Management Studies 1985 — 1987
Symbiosis Institute of Management
Master's, Business Administration; Business
Hyderabad Public school 1970 — 1982
Sydenham College
Cassius Conway Cassius Conway's Wells Fargo Experience October 2013 - November 2013
Job Security Compliance Analyst at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation May 2015 - Present
Calypso Technology December 2013 - February 2015
Wells Fargo October 2013 - November 2013
Bank of the West March 2013 - June 2013
Union Bank July 2007 - March 2013
Wells Fargo Bank April 2006 - June 2007
Wells Fargo Bank November 2005 - April 2006
Wells Fargo Bank September 2004 - November 2005
Wells Fargo Bank January 1999 - September 2004
Wells Fargo Bank July 1997 - December 1998
Skills
Risk Management, Financial Risk, Program Management, Internal Audit, Internal Controls, Risk Assessment, Securities, Enterprise Risk..., Operational Risk..., Financial Services, Capital Markets, Operational Risk, Mutual Funds, AML, Treasury Management, Commercial Banking, Anti Money Laundering, Leadership, Sarbanes-Oxley Act
Education
Boston University/Pepperdine University 2008 — 2010
Certificate: CSOP, Cannon Financial Institute, Inc. Securities Operations School
Golden Gate University 2003 — 2004
M.S., Management of Technology
Golden Gate University 2003 — 2004
Graduate Certificate, Telecommunications Management
University of California, Berkeley 1990 — 1994
B.A., Political Science
E*TRADE Financial Corporation May 2015 - Present
Calypso Technology December 2013 - February 2015
Wells Fargo October 2013 - November 2013
Bank of the West March 2013 - June 2013
Union Bank July 2007 - March 2013
Wells Fargo Bank April 2006 - June 2007
Wells Fargo Bank November 2005 - April 2006
Wells Fargo Bank September 2004 - November 2005
Wells Fargo Bank January 1999 - September 2004
Wells Fargo Bank July 1997 - December 1998
Skills
Risk Management, Financial Risk, Program Management, Internal Audit, Internal Controls, Risk Assessment, Securities, Enterprise Risk..., Operational Risk..., Financial Services, Capital Markets, Operational Risk, Mutual Funds, AML, Treasury Management, Commercial Banking, Anti Money Laundering, Leadership, Sarbanes-Oxley Act
Education
Boston University/Pepperdine University 2008 — 2010
Certificate: CSOP, Cannon Financial Institute, Inc. Securities Operations School
Golden Gate University 2003 — 2004
M.S., Management of Technology
Golden Gate University 2003 — 2004
Graduate Certificate, Telecommunications Management
University of California, Berkeley 1990 — 1994
B.A., Political Science
Rosa Ballardo Rosa Ballardo's Wells Fargo Experience February 2014 - Present
Job Product Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2014 - Present
Wells Fargo (through Modis) August 2012 - February 2014
San Francisco Commercial Builders, Inc 2002 - 2007
Wells Fargo Bank January 1999 - January 2002
Wells Fargo Bank January 1996 - January 1999
Skills
Banking, Credit, Management, Customer Service, Training, Marketing, Business Development, Marketing Strategy, Analysis, Business Planning, Strategy
Education
Golden Gate University
Bachelor, Business Administration
Wells Fargo February 2014 - Present
Wells Fargo (through Modis) August 2012 - February 2014
San Francisco Commercial Builders, Inc 2002 - 2007
Wells Fargo Bank January 1999 - January 2002
Wells Fargo Bank January 1996 - January 1999
Skills
Banking, Credit, Management, Customer Service, Training, Marketing, Business Development, Marketing Strategy, Analysis, Business Planning, Strategy
Education
Golden Gate University
Bachelor, Business Administration
John Wolking John Wolking's Wells Fargo Experience 1981 - 2008
Job SVP & Senior Private Client Advisor at City National Bank Private Client Services
Industry Banking
Experience
City National Bank 2011 - Present
Wells Fargo Private Banking 2008 - 2011
Wells Fargo 1981 - 2008
Procter & Gamble 1977 - 1981
Skills
Equities, High Net Worth..., Mortgage Lending, Investment Advisory, Investment Strategies, Relationship Management, Risk Management, Mutual Funds, Fixed Income, Financial Advisory, Retirement Planning, Insurance, Real Estate Financing, Venture Capital, Private Equity, Hedge Funds, Credit Risk, Estate Planning
Education
Golden Gate University 1985 — 1988
MBA, Finance
University of Dayton 1973 — 1976
B.A., Finance, Marketing
City National Bank 2011 - Present
Wells Fargo Private Banking 2008 - 2011
Wells Fargo 1981 - 2008
Procter & Gamble 1977 - 1981
Skills
Equities, High Net Worth..., Mortgage Lending, Investment Advisory, Investment Strategies, Relationship Management, Risk Management, Mutual Funds, Fixed Income, Financial Advisory, Retirement Planning, Insurance, Real Estate Financing, Venture Capital, Private Equity, Hedge Funds, Credit Risk, Estate Planning
Education
Golden Gate University 1985 — 1988
MBA, Finance
University of Dayton 1973 — 1976
B.A., Finance, Marketing
Penny Lane Penny Lane's Wells Fargo Experience September 2014 - Present
Job Vice President, Associate Wealth Advisor at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
Bloomberg LP 2000 - September 2014
Bloomberg LP 2000 - 2008
Merrill Lynch October 1997 - April 1999
BofA- Montgomery Securities February 1995 - October 1997
Skills
New Business Development, Negotiation, Business Strategy, Portfolio Management, Asset Managment, Investments, Series 7, Financial Modeling, Trading, Mutual Funds, Electronic Trading, Financial Services, Finance, Sales Rep Training, SPIN Selling, SPIN Sales Training, Bloomberg, Relationship Management, Sales, Mentoring, Training, Sales Management, SaaS, Business Development, Organizational..., Equities, Sales Presentations, Asset Management, Fixed Income, Sales Process, Leadership, Selling
Education
Golden Gate University 2000 — 2002
MA, Industrial Psychology
University of California, Berkeley 1999 — 2000
Course Work, Change Management, Team Dynamics, Training and Human Resource Development
University of Phoenix -San Francisco 1993 — 1997
BS Busineess Administration & Management
Wells Fargo September 2014 - Present
Bloomberg LP 2000 - September 2014
Bloomberg LP 2000 - 2008
Merrill Lynch October 1997 - April 1999
BofA- Montgomery Securities February 1995 - October 1997
Skills
New Business Development, Negotiation, Business Strategy, Portfolio Management, Asset Managment, Investments, Series 7, Financial Modeling, Trading, Mutual Funds, Electronic Trading, Financial Services, Finance, Sales Rep Training, SPIN Selling, SPIN Sales Training, Bloomberg, Relationship Management, Sales, Mentoring, Training, Sales Management, SaaS, Business Development, Organizational..., Equities, Sales Presentations, Asset Management, Fixed Income, Sales Process, Leadership, Selling
Education
Golden Gate University 2000 — 2002
MA, Industrial Psychology
University of California, Berkeley 1999 — 2000
Course Work, Change Management, Team Dynamics, Training and Human Resource Development
University of Phoenix -San Francisco 1993 — 1997
BS Busineess Administration & Management
Manas Lenka, PMP Manas Lenka, PMP's Wells Fargo Experience August 2009 - October 2011
Job Director Information Management at Systems in Motion
Industry Information Technology and Services
Experience
Systems in Motion September 2012 - Present
eTouch Systems August 2010 - September 2012
Informatica May 2012 - August 2012
Cisco Systems October 2011 - May 2012
Wells Fargo August 2009 - October 2011
IT Ascent April 2006 - July 2010
Kaiser Permanente March 2008 - August 2009
Wamu Card Services April 2006 - December 2006
Hewlett-Packard June 2004 - 2006
HCL Technologies April 2000 - June 2004
Skills
PMP, Certified Scrum Master..., Program Management, Software Project..., Enterprise Architecture, Business Intelligence, Data Warehousing, Master Data Management, Data Modeling, Requirements Analysis, Business Analysis, Waterfall, PMO, Identity Management, Access Management, Agile, SDLC, Oracle, Informatica, Pentaho, ETL, Datastage, PL/SQL, J2EE, Cognos, OBIEE, Business Objects, Agile Methodologies, Logical Data Modeling, ETL Tools, Project Management, Enterprise Software, Scrum
Education
Golden Gate University 2008 — 2010
MBA, Product Management, Finance, Entrepreneurship
Symbiosis, Pune India 2005 — 2007
MBA, Finance Management
Project Management Institute 2005 — 2005
PMP, Project Management
Bachelor of Science in Computer Engineering 1987 — 1992
BE, Computer and Electronics
Systems in Motion September 2012 - Present
eTouch Systems August 2010 - September 2012
Informatica May 2012 - August 2012
Cisco Systems October 2011 - May 2012
Wells Fargo August 2009 - October 2011
IT Ascent April 2006 - July 2010
Kaiser Permanente March 2008 - August 2009
Wamu Card Services April 2006 - December 2006
Hewlett-Packard June 2004 - 2006
HCL Technologies April 2000 - June 2004
Skills
PMP, Certified Scrum Master..., Program Management, Software Project..., Enterprise Architecture, Business Intelligence, Data Warehousing, Master Data Management, Data Modeling, Requirements Analysis, Business Analysis, Waterfall, PMO, Identity Management, Access Management, Agile, SDLC, Oracle, Informatica, Pentaho, ETL, Datastage, PL/SQL, J2EE, Cognos, OBIEE, Business Objects, Agile Methodologies, Logical Data Modeling, ETL Tools, Project Management, Enterprise Software, Scrum
Education
Golden Gate University 2008 — 2010
MBA, Product Management, Finance, Entrepreneurship
Symbiosis, Pune India 2005 — 2007
MBA, Finance Management
Project Management Institute 2005 — 2005
PMP, Project Management
Bachelor of Science in Computer Engineering 1987 — 1992
BE, Computer and Electronics
Maria Feher Maria Feher's Wells Fargo Experience 2008 - 2009
Job Customer Success | Leader | Manager
Industry Information Technology and Services
Experience
The Customer Success Association 2013 - Present
Guardian Analytics, Inc. - A SaaS (Software-as-a-Service) Company 2014 - 2015
RESULTS.com - A SaaS (Software-as-a-Service) Company 2013 - 2013
Coldwell Banker Real Estate 2012 - 2012
PropertyBridge - A SaaS (Software-as-a-Service) Company 2009 - 2011
Wells Fargo 2008 - 2009
Bank of America Corporation 2006 - 2008
Citigroup, Inc. 2001 - 2006
Kiracom.com - A Web-based Women's Portal 2000 - 2000
ON24, Inc. 1998 - 2000
Skills
Leadership, SaaS, Team Building, Process Improvement, Sales, Management, Strategic Planning, Account Management, Project Management, CRM, Account Direction, Account Growth, Cloud Computing, Enterprise Software, Technology Project..., Online Payment Solutions, Client Service..., Sales Operations, Training, Contract Negotiation, Customer Service, Marketing, Client Services, Business Analysis, Relationship Management, Negotiation, Salesforce.com (SFDC), Pricing Strategy, Staff Supervision, Staff Management, Yardi Property..., Systems Integration, Time Management, Financial Services, Integration, Sales Management
Education
Golden Gate University
MBA, International Business, Management Emphasis
University of San Francisco
BSBA, International Business, Management Emphasis
Univeristy of California, Berkeley Extension 2011 — 2015
Certificate Programs, Cloud Computing/Technology Information Systems and Project Management
Specialized Salesforce (SFDC) Training 2011 — 2013
SFDC Proficiency, Configurations, Dashboards, Reports
The Customer Success Association 2013 - Present
Guardian Analytics, Inc. - A SaaS (Software-as-a-Service) Company 2014 - 2015
RESULTS.com - A SaaS (Software-as-a-Service) Company 2013 - 2013
Coldwell Banker Real Estate 2012 - 2012
PropertyBridge - A SaaS (Software-as-a-Service) Company 2009 - 2011
Wells Fargo 2008 - 2009
Bank of America Corporation 2006 - 2008
Citigroup, Inc. 2001 - 2006
Kiracom.com - A Web-based Women's Portal 2000 - 2000
ON24, Inc. 1998 - 2000
Skills
Leadership, SaaS, Team Building, Process Improvement, Sales, Management, Strategic Planning, Account Management, Project Management, CRM, Account Direction, Account Growth, Cloud Computing, Enterprise Software, Technology Project..., Online Payment Solutions, Client Service..., Sales Operations, Training, Contract Negotiation, Customer Service, Marketing, Client Services, Business Analysis, Relationship Management, Negotiation, Salesforce.com (SFDC), Pricing Strategy, Staff Supervision, Staff Management, Yardi Property..., Systems Integration, Time Management, Financial Services, Integration, Sales Management
Education
Golden Gate University
MBA, International Business, Management Emphasis
University of San Francisco
BSBA, International Business, Management Emphasis
Univeristy of California, Berkeley Extension 2011 — 2015
Certificate Programs, Cloud Computing/Technology Information Systems and Project Management
Specialized Salesforce (SFDC) Training 2011 — 2013
SFDC Proficiency, Configurations, Dashboards, Reports
Derek Gil Derek Gil's Wells Fargo Experience April 2007 - April 2009
Job Sales Development at Huddle
Industry Computer Software
Experience
Huddle January 2015 - Present
Piqora March 2014 - October 2014
Bizo October 2013 - March 2014
Ziff Davis, Inc. October 2012 - October 2013
Citi May 2009 - October 2012
Wells Fargo April 2007 - April 2009
Skills
E-commerce, Management, Analytics, CRM, Business Analysis, Analysis, Salesforce.com, Strategy, Market Research, Competitive Analysis, Marketing, Digital Marketing, Project Management, Business Development, Sales, Business Strategy, Vendor Management, Account Management, Web Analytics, Email Marketing, Online Advertising, Leadership, Product Management, Strategic Partnerships, Lead Generation, Market Analysis, Product Marketing, Customer Satisfaction, Customer Service, Friendly Personality, Motivation, Sales Management
Education
Golden Gate University
Bachelor of Science (B.S.), Finance
San Francisco State University
Corporate Finance and Financial Services
Huddle January 2015 - Present
Piqora March 2014 - October 2014
Bizo October 2013 - March 2014
Ziff Davis, Inc. October 2012 - October 2013
Citi May 2009 - October 2012
Wells Fargo April 2007 - April 2009
Skills
E-commerce, Management, Analytics, CRM, Business Analysis, Analysis, Salesforce.com, Strategy, Market Research, Competitive Analysis, Marketing, Digital Marketing, Project Management, Business Development, Sales, Business Strategy, Vendor Management, Account Management, Web Analytics, Email Marketing, Online Advertising, Leadership, Product Management, Strategic Partnerships, Lead Generation, Market Analysis, Product Marketing, Customer Satisfaction, Customer Service, Friendly Personality, Motivation, Sales Management
Education
Golden Gate University
Bachelor of Science (B.S.), Finance
San Francisco State University
Corporate Finance and Financial Services
Mariana Phipps, MSc.'s Wells Fargo Experience August 2012 - Present
Job Media Relations and Corporate Communications
Industry Public Relations and Communications
Experience
Wells Fargo August 2012 - Present
Harrenmedia April 2010 - March 2012
International Museum of Women October 2010 - January 2011
Greenpeace April 2010 - July 2010
Pacific Gas and Electric Company August 2005 - October 2009
Isabel Valdes Consulting October 2002 - August 2005
Wunderman January 1999 - December 2000
Skills
Media Relations, Strategic Communications, Marketing Communications, Public Relations, Social Media, Leadership, Corporate Communications, Content Strategy, Crisis Communications, Integrated Marketing..., Marketing, Strategy, Online Advertising, Integrated Marketing, Spanish, Translation, New Media, Online Marketing, Video, Advertising, Social Media Marketing, Press Releases, Writing, Event Planning, Executive-level..., Internal Communications
Education
Golden Gate University 2000 — 2002
Master of Science (M.Sc.), Integrated Marketing and Communications
Universidad Anáhuac 1995 — 1999
BSBA, Marketing
Wells Fargo August 2012 - Present
Harrenmedia April 2010 - March 2012
International Museum of Women October 2010 - January 2011
Greenpeace April 2010 - July 2010
Pacific Gas and Electric Company August 2005 - October 2009
Isabel Valdes Consulting October 2002 - August 2005
Wunderman January 1999 - December 2000
Skills
Media Relations, Strategic Communications, Marketing Communications, Public Relations, Social Media, Leadership, Corporate Communications, Content Strategy, Crisis Communications, Integrated Marketing..., Marketing, Strategy, Online Advertising, Integrated Marketing, Spanish, Translation, New Media, Online Marketing, Video, Advertising, Social Media Marketing, Press Releases, Writing, Event Planning, Executive-level..., Internal Communications
Education
Golden Gate University 2000 — 2002
Master of Science (M.Sc.), Integrated Marketing and Communications
Universidad Anáhuac 1995 — 1999
BSBA, Marketing
Debi Wilson Debi Wilson's Wells Fargo Experience September 2007 - February 2008
Job Tax Specialist
Industry Financial Services
Experience
Oregon Department of Revenue May 2013 - September 2013
Internal Revenue Service December 2011 - October 2012
US Census Bureau October 2009 - June 2010
US Census Bureau September 2009 - October 2009
US Census Bureau February 2009 - June 2009
IAFA Holdings Corporation February 2008 - September 2008
IAFA Holdings Corporation August 2006 - September 2008
Wells Fargo September 2007 - February 2008
Wells Fargo June 2006 - September 2007
H&R Block January 2005 - April 2005
Skills
Training, Recruiting, Leadership, Account Reconciliation, Payroll, Customer Service, Management, Business, Negotiation, Research, Training Management, Document Creation, Information Security, Cash-handling, Collections, Program Management, Government, Employee Training, Finance, Time Management, Invoicing, Accounting, Tax, Call Centers, Business Development, Budgets, Human Resources, General Ledger, Outlook, Retail, Tax Returns, Analysis
Education
Golden Gate University 2012 — 2015
Master of Science (MS), Taxation
Portland State University - School of Business 2001 — 2004
Bachelor of Science (BS), Finance
Portland Community College 1998 — 2001
Associate of Science (AS), Business Administration
Oregon Department of Revenue May 2013 - September 2013
Internal Revenue Service December 2011 - October 2012
US Census Bureau October 2009 - June 2010
US Census Bureau September 2009 - October 2009
US Census Bureau February 2009 - June 2009
IAFA Holdings Corporation February 2008 - September 2008
IAFA Holdings Corporation August 2006 - September 2008
Wells Fargo September 2007 - February 2008
Wells Fargo June 2006 - September 2007
H&R Block January 2005 - April 2005
Skills
Training, Recruiting, Leadership, Account Reconciliation, Payroll, Customer Service, Management, Business, Negotiation, Research, Training Management, Document Creation, Information Security, Cash-handling, Collections, Program Management, Government, Employee Training, Finance, Time Management, Invoicing, Accounting, Tax, Call Centers, Business Development, Budgets, Human Resources, General Ledger, Outlook, Retail, Tax Returns, Analysis
Education
Golden Gate University 2012 — 2015
Master of Science (MS), Taxation
Portland State University - School of Business 2001 — 2004
Bachelor of Science (BS), Finance
Portland Community College 1998 — 2001
Associate of Science (AS), Business Administration
Negin Banaei Negin Banaei's Wells Fargo Experience September 2005 - March 2013
Job Vice President, Sr. Private Client Advisor at Bank of the West Wealth ManagementBNP Paribas
Industry Financial Services
Experience
Bank of the West - BNP Paribas Wealth Management August 2014 - Present
HSBC Securities March 2013 - August 2014
Wells Fargo September 2005 - March 2013
Skills
Wealth Management, Investments, Private Banking, Portfolio Management, Commercial Lending, Series 7, Credit, Loans, Mortgage Lending, Commercial Banking, Banking, Insurance, Sales Management, Loan Origination, Financial Advisory, Small Business Lending, Relationship Management, IRAs, Securities, Residential Mortgages, Treasury Management, Retirement Planning, Cross Selling, Retail Banking, Consumer Lending, Lines Of Credit, Financial Services, Strategic Financial..., Asset Management, Risk Management, Asset Based Lending, Retirement, Life Insurance, Wealth Management..., Foreign Exchange, Fixed Annuities, Investment Advisory, High Net Worth..., Business Relationship..., Credit Analysis, Financial Planners, FINRA, Investment Banking
Education
Golden Gate University
Bachelor's Degree
University of California, Davis
Bank of the West - BNP Paribas Wealth Management August 2014 - Present
HSBC Securities March 2013 - August 2014
Wells Fargo September 2005 - March 2013
Skills
Wealth Management, Investments, Private Banking, Portfolio Management, Commercial Lending, Series 7, Credit, Loans, Mortgage Lending, Commercial Banking, Banking, Insurance, Sales Management, Loan Origination, Financial Advisory, Small Business Lending, Relationship Management, IRAs, Securities, Residential Mortgages, Treasury Management, Retirement Planning, Cross Selling, Retail Banking, Consumer Lending, Lines Of Credit, Financial Services, Strategic Financial..., Asset Management, Risk Management, Asset Based Lending, Retirement, Life Insurance, Wealth Management..., Foreign Exchange, Fixed Annuities, Investment Advisory, High Net Worth..., Business Relationship..., Credit Analysis, Financial Planners, FINRA, Investment Banking
Education
Golden Gate University
Bachelor's Degree
University of California, Davis
Anna Beley's Wells Fargo Experience December 2014 - May 2015
Job Relationship Manager, AVP at City National Bank
Industry Financial Services
Experience
City National Bank May 2015 - Present
Wells Fargo December 2014 - May 2015
Wells Fargo February 2012 - December 2014
Mango May 2008 - May 2011
Skills
PowerPoint, Customer Service, Microsoft Excel, Market Research, Microsoft Office, Financial Analysis, Leadership, Marketing, Marketing Strategy, Microsoft Word, Public Speaking, Sales, Social Media, Start-ups, Team Leadership
Education
Golden Gate University 2012 — 2013
Bachelor of Art in Management, Finance and Financial Management Services
City National Bank May 2015 - Present
Wells Fargo December 2014 - May 2015
Wells Fargo February 2012 - December 2014
Mango May 2008 - May 2011
Skills
PowerPoint, Customer Service, Microsoft Excel, Market Research, Microsoft Office, Financial Analysis, Leadership, Marketing, Marketing Strategy, Microsoft Word, Public Speaking, Sales, Social Media, Start-ups, Team Leadership
Education
Golden Gate University 2012 — 2013
Bachelor of Art in Management, Finance and Financial Management Services
Nancy Mitchell Nancy Mitchell's Wells Fargo Experience April 2014 - September 2015
Job Senior Product Manager at Wells Fargo
Industry Computer Software
Experience
Wells Fargo April 2014 - September 2015
Bank of the West (5 month contract via Aerotek) May 2013 - September 2013
Harland Financial Solutions October 2006 - June 2012
Chevron Federal Credit Union September 1998 - October 2006
Skills
Software Product..., Product Requirements, Process Improvement, Strategic Planning, SaaS, Credit, Mortgage Lending, Agile Methodologies, Cross-functional Team..., Business Case, SharePoint, Visio, Internet Banking, Product Lifecycle..., Banking, Commerical Lending, Online Money Movement, Vendor Management, Commercial Lending
Education
Golden Gate University 2000 — 2003
Master's degree, Human Resources Development, 4.3 GPA on a 4.0 scale
Notre Dame High School
Wells Fargo April 2014 - September 2015
Bank of the West (5 month contract via Aerotek) May 2013 - September 2013
Harland Financial Solutions October 2006 - June 2012
Chevron Federal Credit Union September 1998 - October 2006
Skills
Software Product..., Product Requirements, Process Improvement, Strategic Planning, SaaS, Credit, Mortgage Lending, Agile Methodologies, Cross-functional Team..., Business Case, SharePoint, Visio, Internet Banking, Product Lifecycle..., Banking, Commerical Lending, Online Money Movement, Vendor Management, Commercial Lending
Education
Golden Gate University 2000 — 2003
Master's degree, Human Resources Development, 4.3 GPA on a 4.0 scale
Notre Dame High School
Jean O'Connell Jean O'Connell's Wells Fargo Experience September 2012 - February 2015
Job Senior Marketing Professional
Industry Financial Services
Experience
Wells Fargo September 2012 - February 2015
Franklin Templeton Investments April 2013 - November 2013
iShares 2009 - 2011
Wells Fargo 2007 - 2009
Wells Fargo Advisors 2004 - 2007
Wells Fargo 1996 - 2004
Skills
Digital Marketing, SEM, Strategy, Integrated Marketing, Online Marketing, Marketing Strategy, Product Management, Lead Generation, Financial Services, Multi-channel Marketing, Management, Marketing, Analytics, Marketing Communications, Copywriting, Product Marketing, Advertising, Direct Marketing, B2B
Education
Golden Gate University
Master of Business Administration (MBA), Marketing
Platt College
Certificate, Graphic Design
San Francisco State University, College of Business
Bachelor of Science (B.S.), Marketing
Wells Fargo September 2012 - February 2015
Franklin Templeton Investments April 2013 - November 2013
iShares 2009 - 2011
Wells Fargo 2007 - 2009
Wells Fargo Advisors 2004 - 2007
Wells Fargo 1996 - 2004
Skills
Digital Marketing, SEM, Strategy, Integrated Marketing, Online Marketing, Marketing Strategy, Product Management, Lead Generation, Financial Services, Multi-channel Marketing, Management, Marketing, Analytics, Marketing Communications, Copywriting, Product Marketing, Advertising, Direct Marketing, B2B
Education
Golden Gate University
Master of Business Administration (MBA), Marketing
Platt College
Certificate, Graphic Design
San Francisco State University, College of Business
Bachelor of Science (B.S.), Marketing
Bari Hadi Bari Hadi's Wells Fargo Experience June 2009 - Present
Job Marketing Database Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2009 - Present
First Data Corporation June 2005 - June 2009
Fiserv 2003 - 2005
University of Nebraska–Lincoln 1998 - 2001
University of Nebraska–Lincoln 1998 - 2001
Skills
Microsoft SQL Server, Visual Basic, PL/SQL, ASP.NET, SQL, Credit Cards, Process Improvement, SSRS, VBA, Project Management, Business Analysis, Portfolio Management, Management, C#, VB.NET, Software Development..., SSIS, Oracle SQL Developer, Unix, DHTML, Pricing Analysis, P&L ProftMax and..., ASP.NET MVC, Amazon Web Services...
Education
Golden Gate University 2006 — 2008
MS, MIT
University of Nebraska-Lincoln 1997 — 2001
Bachelor of Science (B.S.), Computer Science
Wells Fargo June 2009 - Present
First Data Corporation June 2005 - June 2009
Fiserv 2003 - 2005
University of Nebraska–Lincoln 1998 - 2001
University of Nebraska–Lincoln 1998 - 2001
Skills
Microsoft SQL Server, Visual Basic, PL/SQL, ASP.NET, SQL, Credit Cards, Process Improvement, SSRS, VBA, Project Management, Business Analysis, Portfolio Management, Management, C#, VB.NET, Software Development..., SSIS, Oracle SQL Developer, Unix, DHTML, Pricing Analysis, P&L ProftMax and..., ASP.NET MVC, Amazon Web Services...
Education
Golden Gate University 2006 — 2008
MS, MIT
University of Nebraska-Lincoln 1997 — 2001
Bachelor of Science (B.S.), Computer Science
Roy Richins's Wells Fargo Experience March 2015 - Present
Job Customer Service Manager Online Banking Wells Fargo
Industry Banking
Experience
Wells Fargo March 2015 - Present
Wells Fargo March 2013 - Present
Wells Fargo October 2012 - March 2013
Wells Fargo July 2011 - October 2012
Wells Fargo March 2010 - July 2011
This is the Place - Bookstore March 2006 - August 2008
Financial Title Company September 2003 - October 2007
Financial Title Company March 1998 - September 2003
Skills
Customer Service, Team Building, Account Management, Microsoft Excel, Sales, Microsoft Office, Leadership, Training, Management, Sales Management, Coaching, Business Development, Recruiting, Mortgage Lending, First Time Home Buyers, Loans, Real Estate, Insurance, Forecasting, Human Resources, New Business Development, Marketing, Banking, Customer Satisfaction, Negotiation, Strategic Planning, Process Improvement, Investment Properties, Real Estate Transactions, Retail, Microsoft Word, Finance
Education
Golden Gate University 2013 — 2013
Master of Science (M.S.)
Golden Gate University 2011 — 2012
Bachelor of Arts (BA)
Enterprise State Junior College 1990 — 1992
AS
Wells Fargo March 2015 - Present
Wells Fargo March 2013 - Present
Wells Fargo October 2012 - March 2013
Wells Fargo July 2011 - October 2012
Wells Fargo March 2010 - July 2011
This is the Place - Bookstore March 2006 - August 2008
Financial Title Company September 2003 - October 2007
Financial Title Company March 1998 - September 2003
Skills
Customer Service, Team Building, Account Management, Microsoft Excel, Sales, Microsoft Office, Leadership, Training, Management, Sales Management, Coaching, Business Development, Recruiting, Mortgage Lending, First Time Home Buyers, Loans, Real Estate, Insurance, Forecasting, Human Resources, New Business Development, Marketing, Banking, Customer Satisfaction, Negotiation, Strategic Planning, Process Improvement, Investment Properties, Real Estate Transactions, Retail, Microsoft Word, Finance
Education
Golden Gate University 2013 — 2013
Master of Science (M.S.)
Golden Gate University 2011 — 2012
Bachelor of Arts (BA)
Enterprise State Junior College 1990 — 1992
AS
Anne Halvorsen's Wells Fargo Experience August 2014 - Present
Job Senior Relationship Manager, Vice President at Wells Fargo, Technology and Commercial Banking Group
Industry Banking
Experience
Wells Fargo August 2014 - Present
Comerica Bank February 2003 - August 2014
Junior Achievement of Northern California 2008 - 2014
New England Financial January 2001 - February 2003
Skills
Loans, Treasury Management, Banking, Finance, Credit, Commercial Banking, Commercial Lending, Start-ups, Credit Analysis, Portfolio Management, Investments, Credit Risk, Venture Capital, Small Business Lending, Financial Analysis
Education
Golden Gate University 2006 — 2008
MBA, Finance
San Jose State University 1997 — 2000
B.S. Business Administration, Finance
Canada College 1991 — 1993
A.S. Engineering
Menlo Atherton High School
Wells Fargo August 2014 - Present
Comerica Bank February 2003 - August 2014
Junior Achievement of Northern California 2008 - 2014
New England Financial January 2001 - February 2003
Skills
Loans, Treasury Management, Banking, Finance, Credit, Commercial Banking, Commercial Lending, Start-ups, Credit Analysis, Portfolio Management, Investments, Credit Risk, Venture Capital, Small Business Lending, Financial Analysis
Education
Golden Gate University 2006 — 2008
MBA, Finance
San Jose State University 1997 — 2000
B.S. Business Administration, Finance
Canada College 1991 — 1993
A.S. Engineering
Menlo Atherton High School
Richard Vasicek's Wells Fargo Experience 1992 - 1994
Job Senior Director Enterprise Risk Solutions at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics April 2007 - Present
Moody's KMV January 2000 - March 2007
Meyer Sound May 1997 - December 1999
United Parcel Service Czech Republic s.r.o. 1995 - 1996
Wells Fargo 1992 - 1994
Skills
Financial Services, Banking, Capital Markets, Credit Risk, Risk Management, Fixed Income, Treasury Management, Advisory Boards, Organizational..., Sales, Educational Leadership, Public Speaking, Technical Presentations, Financial Modeling, Analytics, SAS, Microsoft Office
Education
Golden Gate University
MBA, Concentration in Finance
San Francisco State University
BS, Business Administration
Moody's Analytics April 2007 - Present
Moody's KMV January 2000 - March 2007
Meyer Sound May 1997 - December 1999
United Parcel Service Czech Republic s.r.o. 1995 - 1996
Wells Fargo 1992 - 1994
Skills
Financial Services, Banking, Capital Markets, Credit Risk, Risk Management, Fixed Income, Treasury Management, Advisory Boards, Organizational..., Sales, Educational Leadership, Public Speaking, Technical Presentations, Financial Modeling, Analytics, SAS, Microsoft Office
Education
Golden Gate University
MBA, Concentration in Finance
San Francisco State University
BS, Business Administration
Evaristo Rey Garcia, M.B.A. Evaristo Rey Garcia, M.B.A.'s Wells Fargo Experience 2001 - 2001
Job
Industry Banking
Experience
Opus Bank April 2014 - Present
Opus Bank June 2012 - April 2014
Union Bank January 2008 - June 2012
Western Federal Credit Union 2007 - 2008
U.S. Bank 2002 - 2007
Wells Fargo Home Mortgage 2002 - 2002
Bank of America 2001 - 2002
Wells Fargo 2001 - 2001
Bank of America 1996 - 2001
Wells Fargo 1994 - 1996
Skills
Retail Banking, Credit, Team Building, Project Management, Small Business Lending, Real Estate Financing, Consumer Lending, Mortgage Lending, Business Development, Sales Management, Strategic Financial..., Commercial Lending, Coaching Staff, Business Strategy, Budget Process, Business Analysis, Consumer Insight, Cross-functional Team..., Operational Risk..., Peer-to-peer Coaching, Income Property Banking, Treasury Management &..., Multi-State Management, Credit Analysis, Investments, Treasury Management, Sales, Underwriting, Financial Services, Leadership, Management, Relationship Management, Mortgage Banking, Strategy, Finance, Commercial Banking, Business Planning, Process Improvement, Portfolio Management, Entrepreneurship, Healthcare Financing, Construction Finance, Change Management, Strategic Planning, Coaching, Financial Planning
Education
The George Washington University 2012 — 2012
Golden Gate University
MBA
University of Phoenix
Bachelor of Science (B.S.)
Opus Bank April 2014 - Present
Opus Bank June 2012 - April 2014
Union Bank January 2008 - June 2012
Western Federal Credit Union 2007 - 2008
U.S. Bank 2002 - 2007
Wells Fargo Home Mortgage 2002 - 2002
Bank of America 2001 - 2002
Wells Fargo 2001 - 2001
Bank of America 1996 - 2001
Wells Fargo 1994 - 1996
Skills
Retail Banking, Credit, Team Building, Project Management, Small Business Lending, Real Estate Financing, Consumer Lending, Mortgage Lending, Business Development, Sales Management, Strategic Financial..., Commercial Lending, Coaching Staff, Business Strategy, Budget Process, Business Analysis, Consumer Insight, Cross-functional Team..., Operational Risk..., Peer-to-peer Coaching, Income Property Banking, Treasury Management &..., Multi-State Management, Credit Analysis, Investments, Treasury Management, Sales, Underwriting, Financial Services, Leadership, Management, Relationship Management, Mortgage Banking, Strategy, Finance, Commercial Banking, Business Planning, Process Improvement, Portfolio Management, Entrepreneurship, Healthcare Financing, Construction Finance, Change Management, Strategic Planning, Coaching, Financial Planning
Education
The George Washington University 2012 — 2012
Golden Gate University
MBA
University of Phoenix
Bachelor of Science (B.S.)
Erik Welke Erik Welke's Wells Fargo Experience June 1995 - January 1997
Job Manager of Trade Support at Osterweis Capital Management
Industry Investment Management
Experience
Osterweis Capital Management April 2007 - Present
MyVest February 2003 - April 2007
RCM Global Investors February 1997 - February 2003
Wells Fargo June 1995 - January 1997
Insight Capital Research & Management October 1993 - June 1995
Skills
Corporate Actions, Investments, Trading, Bloomberg, Hedge Funds, Equities, Back Office, Trading Systems, DTC, Fixed Income, Electronic Trading, Securities, Order Management, Charles River IMS, Market Data, Post-trade, Omgeo Oasys, Operations, Eagle Investment Systems
Education
University of California, San Diego
Bachelor of Arts (B.A.), Political Science & Economics
Golden Gate University
Graduate Certificate in Financial Planning (requirement for CFP examination)
Osterweis Capital Management April 2007 - Present
MyVest February 2003 - April 2007
RCM Global Investors February 1997 - February 2003
Wells Fargo June 1995 - January 1997
Insight Capital Research & Management October 1993 - June 1995
Skills
Corporate Actions, Investments, Trading, Bloomberg, Hedge Funds, Equities, Back Office, Trading Systems, DTC, Fixed Income, Electronic Trading, Securities, Order Management, Charles River IMS, Market Data, Post-trade, Omgeo Oasys, Operations, Eagle Investment Systems
Education
University of California, San Diego
Bachelor of Arts (B.A.), Political Science & Economics
Golden Gate University
Graduate Certificate in Financial Planning (requirement for CFP examination)
Simal Soin Oberoi Simal Soin Oberoi's Wells Fargo Experience July 2007 - January 2010
Job Business Consultant Stanford based Startup
Industry Staffing and Recruiting
Experience
FoundersClick.com January 2015 - Present
Stanford Startup April 2013 - Present
Applied Remedial Technologies March 2010 - February 2013
Wells Fargo July 2007 - January 2010
AXA Advisors June 2001 - September 2005
National Association Of Software And Service Companies August 1993 - December 1998
Skills
Relationship Management, Business Development, Portfolio Management, Leadership, Marketing Strategy, Financial Services, Banking, Talent Acquisition, Account Management, Cross-cultural..., Strategic Partnerships, Sales, Marketing, Investments, Team Building, Business Planning, Strategy, Start-ups, Networking, Finance, Management, Business Strategy, Management Consulting, Sourcing, Analytics
Education
Golden Gate University 1999 — 2001
MBA, HR & Marketing
Delhi School of Economics, India
Masters, Economics
FoundersClick.com January 2015 - Present
Stanford Startup April 2013 - Present
Applied Remedial Technologies March 2010 - February 2013
Wells Fargo July 2007 - January 2010
AXA Advisors June 2001 - September 2005
National Association Of Software And Service Companies August 1993 - December 1998
Skills
Relationship Management, Business Development, Portfolio Management, Leadership, Marketing Strategy, Financial Services, Banking, Talent Acquisition, Account Management, Cross-cultural..., Strategic Partnerships, Sales, Marketing, Investments, Team Building, Business Planning, Strategy, Start-ups, Networking, Finance, Management, Business Strategy, Management Consulting, Sourcing, Analytics
Education
Golden Gate University 1999 — 2001
MBA, HR & Marketing
Delhi School of Economics, India
Masters, Economics
Jason Taloma's Wells Fargo Experience April 2007 - May 2008
Job Fund Accountant at Stanford University
Industry Higher Education
Experience
Stanford University January 2012 - Present
macys.com October 2010 - January 2012
macys.com May 2008 - October 2010
Wells Fargo April 2007 - May 2008
Wells Fargo August 2006 - April 2007
Wells Fargo July 2002 - August 2006
Education
Golden Gate University 2012 — 2015
Master of Business Administration (M.B.A.), Accounting
San Francisco State University 2003 — 2006
BS, Business Administration, Concentrations in Corp Finance and Marketing
Stanford University January 2012 - Present
macys.com October 2010 - January 2012
macys.com May 2008 - October 2010
Wells Fargo April 2007 - May 2008
Wells Fargo August 2006 - April 2007
Wells Fargo July 2002 - August 2006
Education
Golden Gate University 2012 — 2015
Master of Business Administration (M.B.A.), Accounting
San Francisco State University 2003 — 2006
BS, Business Administration, Concentrations in Corp Finance and Marketing
Jittaun Phillips, CMP CMM's Wells Fargo Experience 2003 - Present
Job VP, Meeting and Event Planning Manager
Industry Financial Services
Experience
Wells Fargo 2003 - Present
Kaiser Permanente 2000 - 2003
Levi Strauss & Co. 1991 - 1999
Education
Golden Gate University
BS, Marketing
Golden Gate University
Masters, Public Administration
Wells Fargo 2003 - Present
Kaiser Permanente 2000 - 2003
Levi Strauss & Co. 1991 - 1999
Education
Golden Gate University
BS, Marketing
Golden Gate University
Masters, Public Administration
Rupesh Patel Rupesh Patel's Wells Fargo Experience January 2004 - April 2005
Job Director Enterprise Analytics and Data Sciences at Equifax
Industry Financial Services
Experience
Equifax November 2014 - Present
Kobie Marketing December 2010 - October 2014
Wellcare Health Plans Inc December 2007 - January 2011
The IMPAC Group December 2006 - December 2007
AAA Auto Club South April 2005 - December 2006
Wells Fargo January 2004 - April 2005
Wells Fargo January 2001 - January 2004
Skills
SAS/R/Statistica/SQL, Behavioral Segmentation..., Decision Trees, General Linear Models, Non Linear Generalized..., Neural Networks, Missing Data Imputation..., Ensemble Methodologies, Marketing Mix..., Customer Lifetime ..., Attribution Modeling, Supervised Learning, Unsupervised Learning, Sampling Techniques, Experimental Design, SAS Macro Facility, SAS Enterprise Miner, SAS Arrays, SAS Enterprise Guide, Statistica, R, Advanced Microsoft Excel, Statistics, SAS, Data Mining, Leadership, Management, Predictive Analytics, Predictive Modeling, Statistical Modeling, Direct Marketing, Data Analysis, Customer Acquisition, Consulting, Marketing Strategy, SQL, Business Analysis, Credit Cards, Financial Services, Sales
Education
Golden Gate University
Master of Science, Financial Engineering
Roger Williams University
Bachelor of Science, Business Administration
Equifax November 2014 - Present
Kobie Marketing December 2010 - October 2014
Wellcare Health Plans Inc December 2007 - January 2011
The IMPAC Group December 2006 - December 2007
AAA Auto Club South April 2005 - December 2006
Wells Fargo January 2004 - April 2005
Wells Fargo January 2001 - January 2004
Skills
SAS/R/Statistica/SQL, Behavioral Segmentation..., Decision Trees, General Linear Models, Non Linear Generalized..., Neural Networks, Missing Data Imputation..., Ensemble Methodologies, Marketing Mix..., Customer Lifetime ..., Attribution Modeling, Supervised Learning, Unsupervised Learning, Sampling Techniques, Experimental Design, SAS Macro Facility, SAS Enterprise Miner, SAS Arrays, SAS Enterprise Guide, Statistica, R, Advanced Microsoft Excel, Statistics, SAS, Data Mining, Leadership, Management, Predictive Analytics, Predictive Modeling, Statistical Modeling, Direct Marketing, Data Analysis, Customer Acquisition, Consulting, Marketing Strategy, SQL, Business Analysis, Credit Cards, Financial Services, Sales
Education
Golden Gate University
Master of Science, Financial Engineering
Roger Williams University
Bachelor of Science, Business Administration
Ed Sobral Ed Sobral's Wells Fargo Experience May 2012 - June 2013
Job Passionate Agent with New York Life Insurance Company providing financial security and peace of mind for families.
Industry Insurance
Experience
New York Life Insurance Company February 2014 - Present
Citi July 2013 - February 2014
Wells Fargo May 2012 - June 2013
Union Bank July 2011 - May 2012
Bank of America Home Loans October 2007 - July 2011
Meta Financial July 2004 - October 2007
Bank of America October 2002 - July 2004
Bank of America March 2001 - October 2002
Skills
Life Insurance, Retirement Planning, Asset Protection, Estate Planning, Small Business, Leadership, Risk Management
Education
Golden Gate University 1999 — 2000
MBA in Finance, Personal Finance
Pontifícia Universidade Católica do Rio de Janeiro 1980 — 1982
Bachelor of Business Administration (BBA), Business Administration and Management, General
New York Life Insurance Company February 2014 - Present
Citi July 2013 - February 2014
Wells Fargo May 2012 - June 2013
Union Bank July 2011 - May 2012
Bank of America Home Loans October 2007 - July 2011
Meta Financial July 2004 - October 2007
Bank of America October 2002 - July 2004
Bank of America March 2001 - October 2002
Skills
Life Insurance, Retirement Planning, Asset Protection, Estate Planning, Small Business, Leadership, Risk Management
Education
Golden Gate University 1999 — 2000
MBA in Finance, Personal Finance
Pontifícia Universidade Católica do Rio de Janeiro 1980 — 1982
Bachelor of Business Administration (BBA), Business Administration and Management, General
Martin Barrs's Wells Fargo Experience February 2008 - Present
Job Enterprise, Business Process and Web Services Architect
Industry Internet
Experience
Wells Fargo February 2008 - Present
Zinio Systems April 2007 - February 2008
Visilent November 2006 - March 2007
San Francisco AIDS Foundation November 2005 - November 2006
VMware, Inc. March 2004 - November 2005
California News Tech January 2002 - December 2004
UCSF January 2003 - February 2004
Pacific Gas & Electric August 2002 - June 2003
MyPlay 2001 - 2002
Snapfish 1999 - 2000
Skills
Databases, SDLC, Java, Oracle, Integration, Data Warehousing, Web Applications, Enterprise Software, Application Architecture, SQL, Software Design, Software Project..., Java Enterprise Edition, Project Management, Flex, Business Analysis, Process Improvement, Applications, Business Process Design, Security, SOA, Microsoft SQL Server, PL/SQL, Linux, Business Intelligence, Engineering Change..., ESB, J2EE Web Services, DRM, Server software..., Software Lifecycle..., Network Administration, Bitcoin, JavaFX
Education
Golden Gate University 1995 — 2000
MBA, Information Systems
University of Greenwich 1985 — 1989
BS, Computing Science
Wells Fargo February 2008 - Present
Zinio Systems April 2007 - February 2008
Visilent November 2006 - March 2007
San Francisco AIDS Foundation November 2005 - November 2006
VMware, Inc. March 2004 - November 2005
California News Tech January 2002 - December 2004
UCSF January 2003 - February 2004
Pacific Gas & Electric August 2002 - June 2003
MyPlay 2001 - 2002
Snapfish 1999 - 2000
Skills
Databases, SDLC, Java, Oracle, Integration, Data Warehousing, Web Applications, Enterprise Software, Application Architecture, SQL, Software Design, Software Project..., Java Enterprise Edition, Project Management, Flex, Business Analysis, Process Improvement, Applications, Business Process Design, Security, SOA, Microsoft SQL Server, PL/SQL, Linux, Business Intelligence, Engineering Change..., ESB, J2EE Web Services, DRM, Server software..., Software Lifecycle..., Network Administration, Bitcoin, JavaFX
Education
Golden Gate University 1995 — 2000
MBA, Information Systems
University of Greenwich 1985 — 1989
BS, Computing Science
Jonathan Watt, CPA, MBA's Wells Fargo Experience 1999 - 2002
Job Risk Process Assurance Experienced Associate at PwC
Industry Accounting
Experience
PwC December 2013 - Present
Cote & Company, APC July 2011 - November 2013
Watt Property Management 2006 - 2011
Smarte Carte 2004 - 2006
FileNet 2002 - 2004
Wells Fargo 1999 - 2002
Skills
Business Development, Forecasting, Analysis, Project Management, Budgets, Customer Service, US GAAP, GAAS, Tax, Business Ethics, Assurance, Financial Audits, Financial Modeling, Vendor Management, Team Building, Strategic Planning, Marketing Strategy, Marketing, Lacerte, QuickBooks, Peachtree, CCH ProSystem fx, Microsoft Excel, Microsoft Word, PowerPoint, FrontPage, Visual Basic, Dreamweaver, Adobe Fireworks, Photoshop, Flash Animation, Java, C++, ActionScript, HTML, PHP, Microsoft SQL Server, Access, Oracle, HPUX 11i, AIX, Solaris
Education
Golden Gate University 2005 — 2007
Master of Business Administration (MBA), Finance
University of California, Irvine 2000 — 2004
Bachelor of Science (BS), Information and Computer Science
PwC December 2013 - Present
Cote & Company, APC July 2011 - November 2013
Watt Property Management 2006 - 2011
Smarte Carte 2004 - 2006
FileNet 2002 - 2004
Wells Fargo 1999 - 2002
Skills
Business Development, Forecasting, Analysis, Project Management, Budgets, Customer Service, US GAAP, GAAS, Tax, Business Ethics, Assurance, Financial Audits, Financial Modeling, Vendor Management, Team Building, Strategic Planning, Marketing Strategy, Marketing, Lacerte, QuickBooks, Peachtree, CCH ProSystem fx, Microsoft Excel, Microsoft Word, PowerPoint, FrontPage, Visual Basic, Dreamweaver, Adobe Fireworks, Photoshop, Flash Animation, Java, C++, ActionScript, HTML, PHP, Microsoft SQL Server, Access, Oracle, HPUX 11i, AIX, Solaris
Education
Golden Gate University 2005 — 2007
Master of Business Administration (MBA), Finance
University of California, Irvine 2000 — 2004
Bachelor of Science (BS), Information and Computer Science
Liliana S. Grip's Wells Fargo Experience 1999 - 2001
Job Director of Philanthropy at Northwest School for Deaf and HardofHearing Children
Industry Philanthropy
Experience
Northwest School for Deaf and Hard-of-Hearing Children September 2013 - Present
Regions Financial Corporation August 2011 - 2013
EARTH University Foundation November 2009 - April 2011
SABEResPODER (Knowledge is Power) April 2009 - October 2009
BBVA - Compass Bank January 2009 - April 2009
Compass Bank January 2006 - December 2008
BBVA 2006 - 2008
Wells Fargo Bank 2001 - 2005
Wells Fargo 1999 - 2001
U S WEST 1996 - 1999
Skills
Microsoft Office, Raiser's Edge, Lotus Notes, Advertising, Social Media, Social Media Marketing, Corporate Social..., Ethnic Media, Strategic Planning, Hispanic Marketing, Marketing Strategy, Marketing, Market Research, Public Relations, Digital Marketing, Strategy, Corporate Communications, Leadership, Business Development, Sales, Program Management, Nonprofits, Fundraising, Project Management, Creative Direction, Analysis, Sales Management, Marketing Communications, Project Planning, Management, Integrated Marketing, Direct Marketing, Brand Awareness, Strategic Partnerships, Mergers & Acquisitions, Competitive Analysis, Email Marketing, Sponsorship, CRM, Marketing Management, Analytics, Relationship Marketing, Online Marketing, Lead Generation, Online Advertising, Marketing Research, Product Marketing, Brand Management, Brand Development, Customer Acquisition
Education
University of Washington, Michael G. Foster School of Business 1997 — 1998
Executive Management Program, Business, Management, Marketing, and Related Support Services
Golden Gate University
B.S, Business & Marketing
Northwest School for Deaf and Hard-of-Hearing Children September 2013 - Present
Regions Financial Corporation August 2011 - 2013
EARTH University Foundation November 2009 - April 2011
SABEResPODER (Knowledge is Power) April 2009 - October 2009
BBVA - Compass Bank January 2009 - April 2009
Compass Bank January 2006 - December 2008
BBVA 2006 - 2008
Wells Fargo Bank 2001 - 2005
Wells Fargo 1999 - 2001
U S WEST 1996 - 1999
Skills
Microsoft Office, Raiser's Edge, Lotus Notes, Advertising, Social Media, Social Media Marketing, Corporate Social..., Ethnic Media, Strategic Planning, Hispanic Marketing, Marketing Strategy, Marketing, Market Research, Public Relations, Digital Marketing, Strategy, Corporate Communications, Leadership, Business Development, Sales, Program Management, Nonprofits, Fundraising, Project Management, Creative Direction, Analysis, Sales Management, Marketing Communications, Project Planning, Management, Integrated Marketing, Direct Marketing, Brand Awareness, Strategic Partnerships, Mergers & Acquisitions, Competitive Analysis, Email Marketing, Sponsorship, CRM, Marketing Management, Analytics, Relationship Marketing, Online Marketing, Lead Generation, Online Advertising, Marketing Research, Product Marketing, Brand Management, Brand Development, Customer Acquisition
Education
University of Washington, Michael G. Foster School of Business 1997 — 1998
Executive Management Program, Business, Management, Marketing, and Related Support Services
Golden Gate University
B.S, Business & Marketing
Ravi Raisinghani's Wells Fargo Experience February 2009 - October 2011
Job Software Architect /Software Engineer at Aon Risk Solutions
Industry Computer Software
Experience
Aon Risk Solutions March 2011 - Present
Wells Fargo February 2009 - October 2011
AT&T January 2001 - February 2009
Tata Consultancy Services, Mumbai India March 1996 - April 1999
Etrade 1999 - 1999
Education
UC Berkeley 2007 — 2007
Certificate Course in Mathematics for Financial Engineering.
Golden Gate University
MS, Finance and Investment
Chartered Market Technician -- Level 2 Candidate
Kendriya Vidyalaya
SDM College of Engineering and Technology
BE, Computer Science
Aon Risk Solutions March 2011 - Present
Wells Fargo February 2009 - October 2011
AT&T January 2001 - February 2009
Tata Consultancy Services, Mumbai India March 1996 - April 1999
Etrade 1999 - 1999
Education
UC Berkeley 2007 — 2007
Certificate Course in Mathematics for Financial Engineering.
Golden Gate University
MS, Finance and Investment
Chartered Market Technician -- Level 2 Candidate
Kendriya Vidyalaya
SDM College of Engineering and Technology
BE, Computer Science
Charles Burwell's Wells Fargo Experience May 2003 - Present
Job Capacity Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2003 - Present
Wells Fargo Bank 1999 - 2003
Wells Fargo 1995 - 1999
Wells Fargo End User Servcies 1991 - 1994
Wells Fargo Exception Item Processing 1988 - 1991
Wells Fargo Item Processing 1985 - 1988
Skills
Data Center, Requirements Analysis, Capacity Planning, Visio, Disaster Recovery, Project Management, IT Management, Vendor Management, SDLC, ITIL, Integration
Education
University of California Berkeley Extension 1992 — 1993
Computer and Information Sciences and Support Services
Golden Gate University 1985 — 1986
Business Administration and Management, General
San Francisco State University 1976 — 1980
Journalism, Geography
San Francisco State University
Bachelor of Arts (B.A.), Journalism
Wells Fargo May 2003 - Present
Wells Fargo Bank 1999 - 2003
Wells Fargo 1995 - 1999
Wells Fargo End User Servcies 1991 - 1994
Wells Fargo Exception Item Processing 1988 - 1991
Wells Fargo Item Processing 1985 - 1988
Skills
Data Center, Requirements Analysis, Capacity Planning, Visio, Disaster Recovery, Project Management, IT Management, Vendor Management, SDLC, ITIL, Integration
Education
University of California Berkeley Extension 1992 — 1993
Computer and Information Sciences and Support Services
Golden Gate University 1985 — 1986
Business Administration and Management, General
San Francisco State University 1976 — 1980
Journalism, Geography
San Francisco State University
Bachelor of Arts (B.A.), Journalism
Ginger Baldyga's Wells Fargo Experience June 2014 - Present
Job Vice President | Systems Architect at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo June 2014 - Present
Wells Fargo October 2000 - Present
Wells Fargo January 2009 - January 2014
Wells Fargo Bank 2003 - 2008
Cybertek April 1993 - September 2000
Education
Shippensburg University of Pennsylvania 1980 — 1984
Golden Gate University
Master of Business Administration (MBA), Finance, General
Wells Fargo June 2014 - Present
Wells Fargo October 2000 - Present
Wells Fargo January 2009 - January 2014
Wells Fargo Bank 2003 - 2008
Cybertek April 1993 - September 2000
Education
Shippensburg University of Pennsylvania 1980 — 1984
Golden Gate University
Master of Business Administration (MBA), Finance, General
Carla Johnston's Wells Fargo Experience March 1993 - August 1998
Job Technical Director at AT&T
Industry Telecommunications
Experience
AT&T February 2009 - Present
AT&T August 1999 - January 2009
DHL August 1998 - August 1999
Wells Fargo March 1993 - August 1998
Skills
Data Center, Vendor Management, Project Management, Program Management, Business Analysis, Telecommunications, Supply Chain Management, Management, Product Management, Integration, Process Improvement, Change Management
Education
Golden Gate University 2011 — 2014
Masters, Human Resources Management and Services
San Francisco State University 1994 — 1999
Bachelor of Arts
AT&T February 2009 - Present
AT&T August 1999 - January 2009
DHL August 1998 - August 1999
Wells Fargo March 1993 - August 1998
Skills
Data Center, Vendor Management, Project Management, Program Management, Business Analysis, Telecommunications, Supply Chain Management, Management, Product Management, Integration, Process Improvement, Change Management
Education
Golden Gate University 2011 — 2014
Masters, Human Resources Management and Services
San Francisco State University 1994 — 1999
Bachelor of Arts
Linda Felker's Wells Fargo Experience January 2008 - Present
Job Digital Sales & Marketing Manager Financial Services
Industry Financial Services
Experience
Wells Fargo, Internet Services Group 2009 - Present
Wells Fargo January 2008 - Present
Wells Fargo Bank - Internet Services Group 2008 - Present
Bank of America January 2006 - December 2007
Bank of America 2001 - December 2005
Charles Schwab 2000 - 2001
Bank of America 1990 - 2000
Skills
Integrated Marketing, Financial Services, Marketing Communications, Direct Marketing, Internet Banking, Marketing Strategy, Analytics, Segmentation, E-commerce, Strategy, Multi-channel Marketing, Marketing, Online Advertising, Management, Leadership
Education
Golden Gate University
MBA, M.B.A. – concentration in marketing and financial services
University of California, Los Angeles
B.A. Economics
Wells Fargo, Internet Services Group 2009 - Present
Wells Fargo January 2008 - Present
Wells Fargo Bank - Internet Services Group 2008 - Present
Bank of America January 2006 - December 2007
Bank of America 2001 - December 2005
Charles Schwab 2000 - 2001
Bank of America 1990 - 2000
Skills
Integrated Marketing, Financial Services, Marketing Communications, Direct Marketing, Internet Banking, Marketing Strategy, Analytics, Segmentation, E-commerce, Strategy, Multi-channel Marketing, Marketing, Online Advertising, Management, Leadership
Education
Golden Gate University
MBA, M.B.A. – concentration in marketing and financial services
University of California, Los Angeles
B.A. Economics
Emil Spickert's Wells Fargo Experience June 2005 - Present
Job Risk Management Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2005 - Present
Wells Fargo May 2002 - May 2005
Bank of America 1997 - 2001
Bank of America 1980 - 2001
Skills
Banking, Financial Analysis, Financial Reporting, FX Hedging, Operations Management, Treasury Management, Certified Treasury..., Portfolio Management, Risk Management, Credit Risk
Education
Golden Gate University 1987 — 1990
Bachelor of Science (BS), Finance, General
Wells Fargo June 2005 - Present
Wells Fargo May 2002 - May 2005
Bank of America 1997 - 2001
Bank of America 1980 - 2001
Skills
Banking, Financial Analysis, Financial Reporting, FX Hedging, Operations Management, Treasury Management, Certified Treasury..., Portfolio Management, Risk Management, Credit Risk
Education
Golden Gate University 1987 — 1990
Bachelor of Science (BS), Finance, General
Jerome Paolini's Wells Fargo Experience 2001 - 2012
Job Managing Director at Abbot Downing
Industry Investment Management
Experience
Wells Fargo Private Bank Managing DirectorAbbot DowningApril 2012 - Present
The Private Bank Wells Fargo 1997 - Present
Wells Fargo 2001 - 2012
Skills
Asset Allocation, Wealth Management, Investment Strategies, Alternative Investments, Asset Management, Investment Management, Portfolio Management, Series 7, Investments, Fixed Income, Wealth Management..., Mutual Funds, ETFs, Strategic Financial..., Capital Markets, Investment Advisory, High Net Worth..., Financial Services, Retirement Planning, Private Banking, Equities, Securities, Financial Advisory, Series 63, Hedge Funds
Education
Golden Gate University 1992 — 1994
MBA, Finance
University of the Pacific - Eberhardt School of Business 1977 — 1981
Salesian High School
Salesian High School
Wells Fargo Private Bank Managing DirectorAbbot DowningApril 2012 - Present
The Private Bank Wells Fargo 1997 - Present
Wells Fargo 2001 - 2012
Skills
Asset Allocation, Wealth Management, Investment Strategies, Alternative Investments, Asset Management, Investment Management, Portfolio Management, Series 7, Investments, Fixed Income, Wealth Management..., Mutual Funds, ETFs, Strategic Financial..., Capital Markets, Investment Advisory, High Net Worth..., Financial Services, Retirement Planning, Private Banking, Equities, Securities, Financial Advisory, Series 63, Hedge Funds
Education
Golden Gate University 1992 — 1994
MBA, Finance
University of the Pacific - Eberhardt School of Business 1977 — 1981
Salesian High School
Salesian High School
Sean Koo's Wells Fargo Experience April 2010 - March 2011
Job Technology Manager BPM & BRMS Capabilities
Industry Information Technology and Services
Experience
Wells Fargo - Consumer Lending Technology Group April 2014 - Present
JCT Solution July 2004 - Present
Wells Fargo - Home Mortgage Servicing Technology Group March 2011 - April 2014
Wells Fargo April 2010 - March 2011
Blue Cross Blue Shield of Minnesota April 2003 - March 2010
Cummins 2004 - 2005
FirePond Inc. April 1999 - April 2003
Skills
Business Rules..., Business Process..., TIBCO, Web serv, SOA, J2EE, Oracle, Software Lifecycle..., Drools, Spring, Hibernate, Java Enterprise Edition
Education
UCLA 1992 — 1996
B.A., Economics Major, Minor CS
Golden Gate University 1997 — 1998
MS, Software Engineering
University of St. Thomas
Master’s Degree, Technology management
Wells Fargo - Consumer Lending Technology Group April 2014 - Present
JCT Solution July 2004 - Present
Wells Fargo - Home Mortgage Servicing Technology Group March 2011 - April 2014
Wells Fargo April 2010 - March 2011
Blue Cross Blue Shield of Minnesota April 2003 - March 2010
Cummins 2004 - 2005
FirePond Inc. April 1999 - April 2003
Skills
Business Rules..., Business Process..., TIBCO, Web serv, SOA, J2EE, Oracle, Software Lifecycle..., Drools, Spring, Hibernate, Java Enterprise Edition
Education
UCLA 1992 — 1996
B.A., Economics Major, Minor CS
Golden Gate University 1997 — 1998
MS, Software Engineering
University of St. Thomas
Master’s Degree, Technology management
Deborah Gloates's Wells Fargo Experience 2014 - 2015
Job Business Leader, Loyalty Innovation Marketing at Visa
Industry Marketing and Advertising
Experience
Wells Fargo 2014 - 2015
Wells Fargo 2014 - 2015
Visa 2009 - January 2014
Wells Fargo 2014 - 2014
Visa 2005 - 2009
Charles Schwab Bank 2004 - 2005
Providian 2004 - 2005
Charles Schwab 1999 - 2002
Skills
Product Management, Digital Marketing, Marketing Strategy, Marketing Communications, Mobile Marketing, Mobile Communications, Mobile Payments, Mobile Applications, Creative Direction, Integrated Marketing, Strategy, Project Management, Segmentation, Business Development, Mobile Devices, Online Marketing, B2B, Product Development, Email Marketing, Market Research, Marketing
Education
Golden Gate University
MBA, Marketing
Penn State University
Wells Fargo 2014 - 2015
Wells Fargo 2014 - 2015
Visa 2009 - January 2014
Wells Fargo 2014 - 2014
Visa 2005 - 2009
Charles Schwab Bank 2004 - 2005
Providian 2004 - 2005
Charles Schwab 1999 - 2002
Skills
Product Management, Digital Marketing, Marketing Strategy, Marketing Communications, Mobile Marketing, Mobile Communications, Mobile Payments, Mobile Applications, Creative Direction, Integrated Marketing, Strategy, Project Management, Segmentation, Business Development, Mobile Devices, Online Marketing, B2B, Product Development, Email Marketing, Market Research, Marketing
Education
Golden Gate University
MBA, Marketing
Penn State University
Zhouhong Heacock's Wells Fargo Experience July 2000 - October 2014
Job Quality Control & Testing Director, BSA/AML/ Fraud Group at First Republic Bank
Industry Banking
Experience
First Republic Bank 2014 - Present
Wells Fargo July 2000 - October 2014
ACAMS Northern California Chapter 2008 - 2014
ACAMS Northern California Chapter 2008 - 2014
Skills
Anti Money Laundering, Global Regulatory..., Cross-border..., Project Management, Training, Private Banking..., Asian Business
Education
Golden Gate University
MS, Taxation
Golden Gate University
MBA, Business Administration
University of Alaska Fairbanks
BBA, Finance
First Republic Bank 2014 - Present
Wells Fargo July 2000 - October 2014
ACAMS Northern California Chapter 2008 - 2014
ACAMS Northern California Chapter 2008 - 2014
Skills
Anti Money Laundering, Global Regulatory..., Cross-border..., Project Management, Training, Private Banking..., Asian Business
Education
Golden Gate University
MS, Taxation
Golden Gate University
MBA, Business Administration
University of Alaska Fairbanks
BBA, Finance
Cliff Butler's Wells Fargo Experience 2001 - 2007
Job RETIRED
Industry Information Technology and Services
Experience
Retired and enjoying life July 2009 - Present
Wells Fargo 2001 - 2007
Citibank California May 1985 - October 1993
Education
Golden Gate University
Retired and enjoying life July 2009 - Present
Wells Fargo 2001 - 2007
Citibank California May 1985 - October 1993
Education
Golden Gate University
Patricia McPeak's Wells Fargo Experience 2002 - 2005
Job Vice President Client Success
Industry Financial Services
Experience
Marqeta, Inc December 2014 - Present
i2c Inc. October 2012 - December 2014
Xerox August 2009 - August 2012
WageWorks May 2005 - May 2009
Wells Fargo 2002 - 2005
Visa International 1992 - 2000
Citi 1976 - 1982
Skills
Debit Cards, Electronic Payments, Mobile Payments, Credit Cards, Product Management, Account Management, Financial Services, Payments, Leadership, Integration, E-commerce, Product Marketing, Product Development, CRM, Payment Card Processing, Contract Negotiation, Business Strategy, Strategic Partnerships, Relationship Management, Payment Systems, Competitive Analysis, Vendor Management, New Business Development, Mobile Commerce, Cross-functional Team..., Start-ups, Business Analysis, Business Development, Strategy, Marketing, Mobile Devices, Analytics, Executive Management, Enterprise Software, Outsourcing, Training, P&L Management, Salesforce.com, SaaS, Program Management, Customer Acquisition, Business Process..., Solution Selling, Process Improvement, Business Intelligence, Management, Professional Services, Cards, Go-to-market Strategy, Risk Management
Education
Golden Gate University
Business Administration and Management, General
Marqeta, Inc December 2014 - Present
i2c Inc. October 2012 - December 2014
Xerox August 2009 - August 2012
WageWorks May 2005 - May 2009
Wells Fargo 2002 - 2005
Visa International 1992 - 2000
Citi 1976 - 1982
Skills
Debit Cards, Electronic Payments, Mobile Payments, Credit Cards, Product Management, Account Management, Financial Services, Payments, Leadership, Integration, E-commerce, Product Marketing, Product Development, CRM, Payment Card Processing, Contract Negotiation, Business Strategy, Strategic Partnerships, Relationship Management, Payment Systems, Competitive Analysis, Vendor Management, New Business Development, Mobile Commerce, Cross-functional Team..., Start-ups, Business Analysis, Business Development, Strategy, Marketing, Mobile Devices, Analytics, Executive Management, Enterprise Software, Outsourcing, Training, P&L Management, Salesforce.com, SaaS, Program Management, Customer Acquisition, Business Process..., Solution Selling, Process Improvement, Business Intelligence, Management, Professional Services, Cards, Go-to-market Strategy, Risk Management
Education
Golden Gate University
Business Administration and Management, General
Francine Zelaya's Wells Fargo Experience 1998 - 2002
Job Director, Human Resources at Autodesk
Industry Human Resources
Experience
Autodesk December 2014 - Present
Genentech, A Member of the Roche Group September 2002 - December 2014
Wells Fargo 1998 - 2002
US Army Corps of Engineers 1995 - 1998
U.S. General Services Administration August 1993 - January 1995
Skills
Performance Management, Succession Planning, Leadership, Human Resources, Organizational..., Talent Management, Leadership Development, Strategy, Onboarding, Talent Acquisition, Workforce Planning, Employee Relations, Personnel Management, Organizational..., Organizational Design, Recruiting, Biotechnology Industry, Drug Development, Federal Government, Engineering, Start-ups, Global HR Leadership, M&A Strategy, Due..., Diversity & Inclusion, High-Tech Industry, High Technology Sales, Cloud Software
Education
Center for Creative Leadership
Assessment Certification
Golden Gate University 2000 — 2003
Master of Science (M.S.), Business/HR Management
American Management Association
MBTI
San Francisco State University 1993 — 1998
Bachelor of Arts (B.A.), Psychology
Autodesk December 2014 - Present
Genentech, A Member of the Roche Group September 2002 - December 2014
Wells Fargo 1998 - 2002
US Army Corps of Engineers 1995 - 1998
U.S. General Services Administration August 1993 - January 1995
Skills
Performance Management, Succession Planning, Leadership, Human Resources, Organizational..., Talent Management, Leadership Development, Strategy, Onboarding, Talent Acquisition, Workforce Planning, Employee Relations, Personnel Management, Organizational..., Organizational Design, Recruiting, Biotechnology Industry, Drug Development, Federal Government, Engineering, Start-ups, Global HR Leadership, M&A Strategy, Due..., Diversity & Inclusion, High-Tech Industry, High Technology Sales, Cloud Software
Education
Center for Creative Leadership
Assessment Certification
Golden Gate University 2000 — 2003
Master of Science (M.S.), Business/HR Management
American Management Association
MBTI
San Francisco State University 1993 — 1998
Bachelor of Arts (B.A.), Psychology
Luverta Cooper's Wells Fargo Experience 2009 - Present
Job Compliance Consultant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank AccountantWells Fargo2009 - Present
Wells Fargo 2009 - Present
Wells Fargo Corporate HR 2005 - 2009
Wells Fargo Bank 2001 - 2002
Central Bank 1981 - 1989
Skills
Financial Risk, Risk Management, Banking
Education
Golden Gate University 1987 — 1989
Wells Fargo Bank AccountantWells Fargo2009 - Present
Wells Fargo 2009 - Present
Wells Fargo Corporate HR 2005 - 2009
Wells Fargo Bank 2001 - 2002
Central Bank 1981 - 1989
Skills
Financial Risk, Risk Management, Banking
Education
Golden Gate University 1987 — 1989
Harsha Naveen's Wells Fargo Experience March 2009 - January 2010
Job Accountant at Salt Lake Community College
Industry Accounting
Experience
Salt Lake Community College October 2012 - Present
University of Utah February 2010 - September 2012
Wells Fargo March 2009 - January 2010
Harvard University November 2004 - October 2006
Skills
US GAAP, financial..., Advance excel user, reconciliations,..., SQL queries
Education
Golden Gate University 2008 — 2009
Salt Lake Community College October 2012 - Present
University of Utah February 2010 - September 2012
Wells Fargo March 2009 - January 2010
Harvard University November 2004 - October 2006
Skills
US GAAP, financial..., Advance excel user, reconciliations,..., SQL queries
Education
Golden Gate University 2008 — 2009
Joseph McDonough, CIMA®'s Wells Fargo Experience 1995 - 1999
Job VP, Portfolio Manager at BlackRock
Industry Financial Services
Experience
BlackRock October 2006 - Present
wells fargo 1995 - 1999
Education
Golden Gate University 1995 — 1997
MBA, Finance
San Diego State University-California State University 1989 — 1992
BlackRock October 2006 - Present
wells fargo 1995 - 1999
Education
Golden Gate University 1995 — 1997
MBA, Finance
San Diego State University-California State University 1989 — 1992
Lloyd B. Miller Jr.'s Wells Fargo Experience 1993 - 2008
Job Operations Management Financial Services
Industry Banking
Experience
World Savings/Wachovia Bank February 1993 - February 2008
Wachovia Bank 2006 - 2008
Wachovia Bank/World Savings, FSB 1993 - 2008
Wachovia 1993 - 2008
Wachovia/World 1993 - 2008
World Savings/Wachovia Bank 1993 - 2008
Wells Fargo 1993 - 2008
World Savings 2003 - 2005
World Savings Bank 2000 - 2002
World Savings 1993 - 1999
Skills
Consensus Building, Leadership, Risk Management, Management, Analysis, Banking, Budgets, Process Improvement
Education
Golden Gate University
Bachelor of Arts, Business Administration
World Savings/Wachovia Bank February 1993 - February 2008
Wachovia Bank 2006 - 2008
Wachovia Bank/World Savings, FSB 1993 - 2008
Wachovia 1993 - 2008
Wachovia/World 1993 - 2008
World Savings/Wachovia Bank 1993 - 2008
Wells Fargo 1993 - 2008
World Savings 2003 - 2005
World Savings Bank 2000 - 2002
World Savings 1993 - 1999
Skills
Consensus Building, Leadership, Risk Management, Management, Analysis, Banking, Budgets, Process Improvement
Education
Golden Gate University
Bachelor of Arts, Business Administration
Judy Huynh's Wells Fargo Experience February 2004 - July 2006
Job Finance Manager
Industry Music
Experience
LucasArts August 2012 - June 2013
Capcom October 2009 - August 2012
Levi Strauss & Co. October 2007 - September 2009
LoanPerformance July 2006 - October 2007
Wells Fargo February 2004 - July 2006
Skills
Financial Reporting, Essbase, Financial Modeling, Forecasting, Financial Analysis, Hyperion Enterprise, Variance Analysis
Education
Golden Gate University 2009 — 2011
MBA
San Francisco State University 2004 — 2007
Bachelor of Business Administration (B.B.A.)
LucasArts August 2012 - June 2013
Capcom October 2009 - August 2012
Levi Strauss & Co. October 2007 - September 2009
LoanPerformance July 2006 - October 2007
Wells Fargo February 2004 - July 2006
Skills
Financial Reporting, Essbase, Financial Modeling, Forecasting, Financial Analysis, Hyperion Enterprise, Variance Analysis
Education
Golden Gate University 2009 — 2011
MBA
San Francisco State University 2004 — 2007
Bachelor of Business Administration (B.B.A.)
Bobby Ignatius's Wells Fargo Experience August 2005 - Present
Job Vice President, Financial Crimes Analytics
Industry Financial Services
Experience
Wells Fargo August 2005 - Present
Salesforce.com July 2004 - July 2005
Mondosoft 2003 - 2004
Netcentives 1999 - 2001
Education
Northwestern University
Master of Science (MS), Predictive Analytics
Golden Gate University 2003 — 2005
Master of Science (MS), Computer Science
San Jose State University
BS, Biology
Wells Fargo August 2005 - Present
Salesforce.com July 2004 - July 2005
Mondosoft 2003 - 2004
Netcentives 1999 - 2001
Education
Northwestern University
Master of Science (MS), Predictive Analytics
Golden Gate University 2003 — 2005
Master of Science (MS), Computer Science
San Jose State University
BS, Biology
Pamela Da Costa's Wells Fargo Experience January 1992 - July 2000
Job Controller at Ellwood Commercial Real Estate
Industry Accounting
Experience
Ellwood Commercial Real Estate April 2001 - Present
Loyalty Matrix January 2004 - December 2008
Plum Ventures January 2005 - December 2006
Dreyer's Grand Ice Cream March 2000 - November 2002
Greenough Consulting Group July 1998 - July 2002
Warpspeed Communications 2000 - 2002
Wells Fargo January 1992 - July 2000
Hornblower Cruises & Events January 1985 - December 1990
Education
Golden Gate University
University of Washington
Ellwood Commercial Real Estate April 2001 - Present
Loyalty Matrix January 2004 - December 2008
Plum Ventures January 2005 - December 2006
Dreyer's Grand Ice Cream March 2000 - November 2002
Greenough Consulting Group July 1998 - July 2002
Warpspeed Communications 2000 - 2002
Wells Fargo January 1992 - July 2000
Hornblower Cruises & Events January 1985 - December 1990
Education
Golden Gate University
University of Washington
David Esser's Wells Fargo Experience December 1987 - April 1997
Job Private Banking Wealth Management Executive
Industry Financial Services
Experience
BNY Mellon August 2013 - Present
Wells Fargo Private Bank February 2008 - September 2013
UBS July 2004 - November 2007
Smith Barney 2000 - 2004
Bank of San Francisco April 1991 - January 2001
Wells Fargo December 1987 - April 1997
Skills
Lead Private Banking..., Diverse high net worth..., Experienced HNW lender..., Wealth Management, Private Banking, Investments, Credit, Financial Services, High Net Worth..., Real Estate, Management, Series 7, Alternative Investments, Wealth Management..., Asset Managment, HNW, Commercial Banking, Asset Management, Multicultural, Program Management, Family Office, Program Development, Professional..., Human Resources, Treasury Management, Structured Finance, Executive Management, Derivatives, Financial Structuring, Banking, Strategic Financial..., Mergers, Securities, Loans, Strategy, Financial Advisory, CRM, Start-ups, Commercial Lending, Private Equity, Mortgage Lending, Relationship Management, Credit Risk, Trading, Mutual Funds, Equities, Asset Allocation, Investment Management, Series 63, Fixed Income
Education
Golden Gate University 1996 — 1998
M.S., Finance
University of Idaho 1980 — 1985
B.S., Applied Economics. Political Science
BNY Mellon August 2013 - Present
Wells Fargo Private Bank February 2008 - September 2013
UBS July 2004 - November 2007
Smith Barney 2000 - 2004
Bank of San Francisco April 1991 - January 2001
Wells Fargo December 1987 - April 1997
Skills
Lead Private Banking..., Diverse high net worth..., Experienced HNW lender..., Wealth Management, Private Banking, Investments, Credit, Financial Services, High Net Worth..., Real Estate, Management, Series 7, Alternative Investments, Wealth Management..., Asset Managment, HNW, Commercial Banking, Asset Management, Multicultural, Program Management, Family Office, Program Development, Professional..., Human Resources, Treasury Management, Structured Finance, Executive Management, Derivatives, Financial Structuring, Banking, Strategic Financial..., Mergers, Securities, Loans, Strategy, Financial Advisory, CRM, Start-ups, Commercial Lending, Private Equity, Mortgage Lending, Relationship Management, Credit Risk, Trading, Mutual Funds, Equities, Asset Allocation, Investment Management, Series 63, Fixed Income
Education
Golden Gate University 1996 — 1998
M.S., Finance
University of Idaho 1980 — 1985
B.S., Applied Economics. Political Science
Benjamin Tsai's Wells Fargo Experience 2008 - 2011
Job Tax and Policy Research Analyst at University of California
Industry Higher Education
Experience
University of California Office of the President August 2011 - Present
Wells Fargo 2008 - 2011
Wells Fargo 2008 - 2011
U.S. Government Accountability Office May 2010 - August 2010
Skills
Financial Reporting, Auditing, Financial Accounting, Microsoft Excel, Accounting, PowerPoint, Microsoft Word, GAAP, Outlook, Financial Statements, Financial Analysis, Access, Tax Research, Federal & State Income..., FATCA, Tax-exempt, Sales & Use Tax..., State Government
Education
Golden Gate University 2011 — 2012
Master of Science (M.S.), Taxation, 3.5
Golden Gate University 2009 — 2010
Master's degree, Accounting
University of San Francisco 2006 — 2008
Masters, Business Administration, and Asia-Pacific Studies
University of California, Davis 2002 — 2006
Bachelors, History, Political Science, Economics, Chinese, and International Relations
University of California Office of the President August 2011 - Present
Wells Fargo 2008 - 2011
Wells Fargo 2008 - 2011
U.S. Government Accountability Office May 2010 - August 2010
Skills
Financial Reporting, Auditing, Financial Accounting, Microsoft Excel, Accounting, PowerPoint, Microsoft Word, GAAP, Outlook, Financial Statements, Financial Analysis, Access, Tax Research, Federal & State Income..., FATCA, Tax-exempt, Sales & Use Tax..., State Government
Education
Golden Gate University 2011 — 2012
Master of Science (M.S.), Taxation, 3.5
Golden Gate University 2009 — 2010
Master's degree, Accounting
University of San Francisco 2006 — 2008
Masters, Business Administration, and Asia-Pacific Studies
University of California, Davis 2002 — 2006
Bachelors, History, Political Science, Economics, Chinese, and International Relations
Loubna Moussaoui's Wells Fargo Experience March 2015 - Present
Job Credit Portfolio Consultant, VP at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Wells Fargo January 2014 - March 2015
Wells Fargo August 2005 - January 2014
Economic Research Services ERS Group October 2002 - August 2005
Skills
Risk Management, Credit Risk, Fraud Prevention, Banking, Compliance, Payment Systems, Consultancy, Operational Risk..., Vendor Management, Project Implementation, Project Planning, Cross-functional..., Project Execution, Quantitative Analysis, Strategy Development, Strategic Planning, Payment Solutions, Fraud, Payments, Business Intelligence, SAS, Management, Credit, Analytics, Market Research, Portfolio Management, Financial Modeling, Predictive Analytics, Electronic Payments, Strategy
Education
Golden Gate University 2000 — 2002
Master of Science (MS), Electronic Business Systems & Technologies
Ecole Nationale de Commerce et de Gestion 1995 — 1999
Bachelor's degree, Business Administration, Management and Operations
Wells Fargo March 2015 - Present
Wells Fargo January 2014 - March 2015
Wells Fargo August 2005 - January 2014
Economic Research Services ERS Group October 2002 - August 2005
Skills
Risk Management, Credit Risk, Fraud Prevention, Banking, Compliance, Payment Systems, Consultancy, Operational Risk..., Vendor Management, Project Implementation, Project Planning, Cross-functional..., Project Execution, Quantitative Analysis, Strategy Development, Strategic Planning, Payment Solutions, Fraud, Payments, Business Intelligence, SAS, Management, Credit, Analytics, Market Research, Portfolio Management, Financial Modeling, Predictive Analytics, Electronic Payments, Strategy
Education
Golden Gate University 2000 — 2002
Master of Science (MS), Electronic Business Systems & Technologies
Ecole Nationale de Commerce et de Gestion 1995 — 1999
Bachelor's degree, Business Administration, Management and Operations
Martha Niland's Wells Fargo Experience November 2004 - November 2010
Job HR Advisor Manager at Wells Fargo HR Advisor
Industry Financial Services
Experience
Wells Fargo HR Advisor November 2010 - Present
Wells Fargo November 2004 - November 2010
Wells Fargo 2000 - 2004
Skills
Onboarding, Employee Relations, Performance Management, Hiring, Organizational..., Compliance, Compensation, Policy, Coaching, Leadership Development, Change Management, Mergers, Restructuring, Team Building, HR Policies, Employee Engagement, Talent Management, Conflict Resolution, Acquisition Integration, Budgeting, Interviewing, Sourcing, Public Speaking, Succession Planning, Talent Acquisition, Non-profits, Investigations, Banking, Recruiting, Management, Program Management, College Recruiting, Employee Benefits, Personnel Management
Education
Golden Gate University
MBA, Finance/Human Resources
Saint Mary's College of California
BS Business and Economics, Organizational Development, Economics, statistics, finance and accounting
Wells Fargo HR Advisor November 2010 - Present
Wells Fargo November 2004 - November 2010
Wells Fargo 2000 - 2004
Skills
Onboarding, Employee Relations, Performance Management, Hiring, Organizational..., Compliance, Compensation, Policy, Coaching, Leadership Development, Change Management, Mergers, Restructuring, Team Building, HR Policies, Employee Engagement, Talent Management, Conflict Resolution, Acquisition Integration, Budgeting, Interviewing, Sourcing, Public Speaking, Succession Planning, Talent Acquisition, Non-profits, Investigations, Banking, Recruiting, Management, Program Management, College Recruiting, Employee Benefits, Personnel Management
Education
Golden Gate University
MBA, Finance/Human Resources
Saint Mary's College of California
BS Business and Economics, Organizational Development, Economics, statistics, finance and accounting
Pamela Kawaguchi's Wells Fargo Experience June 1991 - June 1992
Job Compliance Manager at SLAC National Accelerator Laboratory
Industry Management Consulting
Experience
NuSkin/Pharmanex November 2009 - Present
Pamela J. Kawaguchi, CPA CFE January 1987 - Present
SLAC National Accelerator Laboratory July 2010 - June 2013
Notre Dame de Namur University September 2004 - December 2008
Virologic, Inc. December 2000 - August 2003
Stanford University 1992 - 2000
Wells Fargo June 1991 - June 1992
Skills
Microsoft Word, Business Strategy, Analysis, Managerial Finance, Sarbanes-Oxley Act, Research, Project Management, Event Planning, Customer Service, Data Analysis, Sarbanes-Oxley, Team Leadership, Entrepreneurship, Finance, Management Consulting, Training, Change Management, Leadership, Strategic Planning, Management, Public Speaking, Accounting, Coaching, Marketing, Auditing, Team Building, Leadership Development, Internal Controls
Education
Golden Gate University 1986 — 1987
BA, Accounting
University of San Francisco 1968 — 1970
NuSkin/Pharmanex November 2009 - Present
Pamela J. Kawaguchi, CPA CFE January 1987 - Present
SLAC National Accelerator Laboratory July 2010 - June 2013
Notre Dame de Namur University September 2004 - December 2008
Virologic, Inc. December 2000 - August 2003
Stanford University 1992 - 2000
Wells Fargo June 1991 - June 1992
Skills
Microsoft Word, Business Strategy, Analysis, Managerial Finance, Sarbanes-Oxley Act, Research, Project Management, Event Planning, Customer Service, Data Analysis, Sarbanes-Oxley, Team Leadership, Entrepreneurship, Finance, Management Consulting, Training, Change Management, Leadership, Strategic Planning, Management, Public Speaking, Accounting, Coaching, Marketing, Auditing, Team Building, Leadership Development, Internal Controls
Education
Golden Gate University 1986 — 1987
BA, Accounting
University of San Francisco 1968 — 1970
Linda Riley Corona's Wells Fargo Experience 2002 - 2003
Job Consultant Senior Project Manager/Business Analyst at Bank of the West
Industry Computer Software
Experience
Bank of the West June 2015 - Present
Copart April 2013 - March 2015
PayPal October 2011 - April 2013
Bank of the West January 2011 - September 2011
Corona Business Systems, Inc. 2005 - 2011
Charles Schwab 2003 - 2004
Wells Fargo 2002 - 2003
Charles Schwab 1999 - 2001
Charles Schwab February 1997 - December 1998
Wells Fargo 1996 - 1997
Skills
Business Analysis, Financial Services, Business Intelligence, Data Warehousing, Project Management, Program Management, PMP, Integration, Data Modeling, Requirements Analysis, Data Integration, SDLC, Certified Project..., Teradata, Visio, Requirements Gathering, Databases, Agile Methodologies
Education
Golden Gate University
Graduate Work, Telecommunications Management
University of San Francisco
BS, Information Systems
Bank of the West June 2015 - Present
Copart April 2013 - March 2015
PayPal October 2011 - April 2013
Bank of the West January 2011 - September 2011
Corona Business Systems, Inc. 2005 - 2011
Charles Schwab 2003 - 2004
Wells Fargo 2002 - 2003
Charles Schwab 1999 - 2001
Charles Schwab February 1997 - December 1998
Wells Fargo 1996 - 1997
Skills
Business Analysis, Financial Services, Business Intelligence, Data Warehousing, Project Management, Program Management, PMP, Integration, Data Modeling, Requirements Analysis, Data Integration, SDLC, Certified Project..., Teradata, Visio, Requirements Gathering, Databases, Agile Methodologies
Education
Golden Gate University
Graduate Work, Telecommunications Management
University of San Francisco
BS, Information Systems
Melissa Carrade, CPA's Wells Fargo Experience November 2014 - Present
Job Wealth Planner at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo November 2014 - Present
PwC July 2012 - October 2014
PricewaterhouseCoopers August 2010 - June 2012
PricewaterhouseCoopers September 2009 - November 2010
PricewaterhouseCoopers June 2008 - August 2008
Skills
Tax, Accounting, Internal Controls, Corporate Tax, US GAAP, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, Auditing, GAAP, CPA, Income Tax, Assurance, Financial Analysis, Revenue Recognition, Financial Statements, Tax Accounting, Finance, SEC filings, Tax Research, Big 4, SEC Filings
Education
Golden Gate University 2011 — 2014
MST, Taxation
University of San Diego 2005 — 2009
BAcc, Accounting
Wells Fargo November 2014 - Present
PwC July 2012 - October 2014
PricewaterhouseCoopers August 2010 - June 2012
PricewaterhouseCoopers September 2009 - November 2010
PricewaterhouseCoopers June 2008 - August 2008
Skills
Tax, Accounting, Internal Controls, Corporate Tax, US GAAP, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, Auditing, GAAP, CPA, Income Tax, Assurance, Financial Analysis, Revenue Recognition, Financial Statements, Tax Accounting, Finance, SEC filings, Tax Research, Big 4, SEC Filings
Education
Golden Gate University 2011 — 2014
MST, Taxation
University of San Diego 2005 — 2009
BAcc, Accounting
Gary Yi's Wells Fargo Experience March 2001 - Present
Job Systems Architect / VP at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2001 - Present
Zebu, Inc August 2000 - March 2001
Charles Schwab June 1998 - August 2000
Federal Reserve Bank of San Francisco June 1996 - June 1998
UC Berkeley January 1991 - June 1996
Skills
Disaster Recovery, SDLC, Information Security, Enterprise Architecture, Integration, --, ---, CISSP #44366 (2006), IT Strategy, Data Center, Vendor Management, Unix, IT Management, SharePoint, Cloud Computing, Visio, Process Improvement
Education
Golden Gate University 1997 — 2000
M.S., Telecommunications Management
San Francisco State University 1982 — 1987
B.S., Computer Science
Wells Fargo March 2001 - Present
Zebu, Inc August 2000 - March 2001
Charles Schwab June 1998 - August 2000
Federal Reserve Bank of San Francisco June 1996 - June 1998
UC Berkeley January 1991 - June 1996
Skills
Disaster Recovery, SDLC, Information Security, Enterprise Architecture, Integration, --, ---, CISSP #44366 (2006), IT Strategy, Data Center, Vendor Management, Unix, IT Management, SharePoint, Cloud Computing, Visio, Process Improvement
Education
Golden Gate University 1997 — 2000
M.S., Telecommunications Management
San Francisco State University 1982 — 1987
B.S., Computer Science
Roberto Monzon - PMP, CSM's Wells Fargo Experience 2009 - 2011
Job Project Manager / Certified Scrum Master
Industry Information Technology and Services
Experience
Visa 2011 - 2013
Wells Fargo 2009 - 2011
Gap Inc. 2001 - 2009
Monzon Incorporated 1998 - 2001
Applied Materials 1997 - 1998
Applied Materials 1994 - 1997
ICS - Information Technologies Consulting Services 1988 - 1994
Skills
SDLC, Vendor Management, PMP, Agile Methodologies, Project Management, Software Development, Program Management, Project Planning, Management, Business Process..., Project Portfolio..., Oracle, IT Management, Outsourcing, Resource Management, IT Project Leadership, Business Analysis, IT Service Management, IT Strategy, PMO, Business Process, Requirements Analysis, Integration, Agile Project Management, Cloud Computing, Software Documentation, Process Improvement, Quality Assurance
Education
Golden Gate University 1997 — 2000
Bachelor, Business Administration
Visa 2011 - 2013
Wells Fargo 2009 - 2011
Gap Inc. 2001 - 2009
Monzon Incorporated 1998 - 2001
Applied Materials 1997 - 1998
Applied Materials 1994 - 1997
ICS - Information Technologies Consulting Services 1988 - 1994
Skills
SDLC, Vendor Management, PMP, Agile Methodologies, Project Management, Software Development, Program Management, Project Planning, Management, Business Process..., Project Portfolio..., Oracle, IT Management, Outsourcing, Resource Management, IT Project Leadership, Business Analysis, IT Service Management, IT Strategy, PMO, Business Process, Requirements Analysis, Integration, Agile Project Management, Cloud Computing, Software Documentation, Process Improvement, Quality Assurance
Education
Golden Gate University 1997 — 2000
Bachelor, Business Administration
Vanessa Brown, PMP, MBA, SCPM's Wells Fargo Experience May 2012 - May 2013
Job Project Manager at Chevron
Industry Financial Services
Experience
Chevron May 2013 - Present
Non-Profits October 2009 - Present
Wells Fargo May 2012 - May 2013
Visa November 2011 - January 2012
Visa May 2005 - September 2009
Visa October 2001 - April 2005
Visa September 2000 - October 2001
Visa December 1997 - August 2000
Comerica Bank 1996 - 1997
Skills
Program Management, Cross-functional Team..., Project Management, Process Improvement, Change Management, CRM, Product Management, Management, Leadership, Strategic Planning, Risk Management, Budgets, Training, Finance, Project Coordination, Team Building, Business Analysis, Nonprofits, Leadership Development, Managerial Finance
Education
Stanford University
Stanford Certified Project Manager, Project Management
Golden Gate University
MBA, Marketing
Prairie View A&M University
BBA, Marketing
Chevron May 2013 - Present
Non-Profits October 2009 - Present
Wells Fargo May 2012 - May 2013
Visa November 2011 - January 2012
Visa May 2005 - September 2009
Visa October 2001 - April 2005
Visa September 2000 - October 2001
Visa December 1997 - August 2000
Comerica Bank 1996 - 1997
Skills
Program Management, Cross-functional Team..., Project Management, Process Improvement, Change Management, CRM, Product Management, Management, Leadership, Strategic Planning, Risk Management, Budgets, Training, Finance, Project Coordination, Team Building, Business Analysis, Nonprofits, Leadership Development, Managerial Finance
Education
Stanford University
Stanford Certified Project Manager, Project Management
Golden Gate University
MBA, Marketing
Prairie View A&M University
BBA, Marketing
Donna Zinman's Wells Fargo Experience January 1988 - January 1990
Job Financial Advisor at Capital Advantage, Inc.
Industry Financial Services
Experience
Capital Advantage, Inc. January 2005 - Present
Charles Schwab January 1991 - December 2004
Wells Fargo January 1988 - January 1990
Skills
Investment Strategies, Investments, Mutual Funds, Series 7, Wealth Management, Investment Advisory, Asset Allocation
Education
University of California, Berkeley 1999 — 2003
Certificate in Financial Planning, Personal Financial Planning
Golden Gate University 1991 — 1995
MBA, Business
Capital Advantage, Inc. January 2005 - Present
Charles Schwab January 1991 - December 2004
Wells Fargo January 1988 - January 1990
Skills
Investment Strategies, Investments, Mutual Funds, Series 7, Wealth Management, Investment Advisory, Asset Allocation
Education
University of California, Berkeley 1999 — 2003
Certificate in Financial Planning, Personal Financial Planning
Golden Gate University 1991 — 1995
MBA, Business
Paul Heuer's Wells Fargo Experience 1990 - Present
Job Business Analyst at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank Business Systems AnalystWells Fargo Private Bank1990 - Present
Wells Fargo 1990 - Present
Skills
Banking, Business Requirements, Business Analysis, SDLC, Process Improvement, Credit, Portfolio Management, Vendor Management, Requirements Gathering, Risk Management, Loans, Finance
Education
Golden Gate University 1984 — 1985
MBA, Management
Wells Fargo Bank Business Systems AnalystWells Fargo Private Bank1990 - Present
Wells Fargo 1990 - Present
Skills
Banking, Business Requirements, Business Analysis, SDLC, Process Improvement, Credit, Portfolio Management, Vendor Management, Requirements Gathering, Risk Management, Loans, Finance
Education
Golden Gate University 1984 — 1985
MBA, Management
Theodore Austin's Wells Fargo Experience January 2002 - June 2004
Job Financial Counselor | Bank Manager
Industry Financial Services
Experience
Security 1 Lending May 2015 - July 2015
Bank of America December 2014 - May 2015
Sovereign Lending Group, Inc. March 2014 - December 2014
American Advisors Group (AAG Reverse Mortgage) October 2012 - February 2014
Bank of the West July 2008 - October 2012
Polar Capital Funding July 2004 - July 2008
Wells Fargo January 2002 - June 2004
Skills
Loans, Credit, Consumer Lending, Banking, Retail Banking, Commercial Banking, Mortgage Lending, Finance, Investments, Loan Origination, Leadership, Real Estate, Commercial Lending, Small Business Lending, Customer Service, New Business Development, Credit Analysis, Team Building, Strategic Planning, Portfolio Management, Sales, Microsoft Office, United States Air Force...
Education
Golden Gate University
Bachelor's degree, Business Administration and Management, General
Southeast Los Angeles County Workforce Investment Board
Security 1 Lending May 2015 - July 2015
Bank of America December 2014 - May 2015
Sovereign Lending Group, Inc. March 2014 - December 2014
American Advisors Group (AAG Reverse Mortgage) October 2012 - February 2014
Bank of the West July 2008 - October 2012
Polar Capital Funding July 2004 - July 2008
Wells Fargo January 2002 - June 2004
Skills
Loans, Credit, Consumer Lending, Banking, Retail Banking, Commercial Banking, Mortgage Lending, Finance, Investments, Loan Origination, Leadership, Real Estate, Commercial Lending, Small Business Lending, Customer Service, New Business Development, Credit Analysis, Team Building, Strategic Planning, Portfolio Management, Sales, Microsoft Office, United States Air Force...
Education
Golden Gate University
Bachelor's degree, Business Administration and Management, General
Southeast Los Angeles County Workforce Investment Board
Clint Sholl's Wells Fargo Experience December 2001 - August 2003
Job Director of Investment Consulting at Sholl & Associates
Industry Financial Services
Experience
Sholl & Associates February 2014 - Present
Riverstone Residential Group January 2013 - February 2014
CBRE May 2010 - December 2012
SIFF Investment Services February 2009 - January 2010
Paul Financial December 2005 - May 2007
Wells Fargo Home Mortgage August 2003 - November 2005
Wells Fargo December 2001 - August 2003
Skills
Due Diligence, Financial Analysis, Mergers & Acquisitions, Marketing, Real Estate Economics, Financial Modeling, Valuation, Real Estate, Investments, Real Estate Transactions, Asset Management, Real Estate Development, Management, Portfolio Management, Microsoft Excel, Property Management, Finance, Contract Negotiation, Brokerage, Forecasting, Lead Generation, Commercial Real Estate..., Commercial Real Estate..., Underwriting, Risk Assessment, Market Research, Project Management, Marketing Strategy, Business Development, Sales, Budgets, Customer Service, CRM, Analysis, Negotiation, Leadership, PowerPoint, Commercial Real Estate, Commercial Real Estate..., Acquisitions, Dispositions, Asset Dispositions, Investment Properties, Investment Advisory, Investment Strategies, Location Intelligence, Business Strategy, Strategic Planning, Asset Allocation, Microsoft Office
Education
Golden Gate University 2007 — 2009
Master of Science (M.S.), Finance, General
UCSB 1997 — 2001
Bachelor of Science (B.S.), Philosophy
Sholl & Associates February 2014 - Present
Riverstone Residential Group January 2013 - February 2014
CBRE May 2010 - December 2012
SIFF Investment Services February 2009 - January 2010
Paul Financial December 2005 - May 2007
Wells Fargo Home Mortgage August 2003 - November 2005
Wells Fargo December 2001 - August 2003
Skills
Due Diligence, Financial Analysis, Mergers & Acquisitions, Marketing, Real Estate Economics, Financial Modeling, Valuation, Real Estate, Investments, Real Estate Transactions, Asset Management, Real Estate Development, Management, Portfolio Management, Microsoft Excel, Property Management, Finance, Contract Negotiation, Brokerage, Forecasting, Lead Generation, Commercial Real Estate..., Commercial Real Estate..., Underwriting, Risk Assessment, Market Research, Project Management, Marketing Strategy, Business Development, Sales, Budgets, Customer Service, CRM, Analysis, Negotiation, Leadership, PowerPoint, Commercial Real Estate, Commercial Real Estate..., Acquisitions, Dispositions, Asset Dispositions, Investment Properties, Investment Advisory, Investment Strategies, Location Intelligence, Business Strategy, Strategic Planning, Asset Allocation, Microsoft Office
Education
Golden Gate University 2007 — 2009
Master of Science (M.S.), Finance, General
UCSB 1997 — 2001
Bachelor of Science (B.S.), Philosophy
Cristina Leonard MSHRM's Wells Fargo Experience 2004 - 2006
Job HRIS Analyst, Hitachi Limited
Industry Human Resources
Experience
Hitachi June 2013 - Present
Hilton San Francisco Financial District October 2011 - June 2013
Trident Microsystems August 2011 - October 2011
Technology Credit Union September 2006 - October 2011
Technology Credit Union May 2010 - February 2011
Wells Fargo 2004 - 2006
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Sales, Networking, Cash Management, Financial Services, Auditing, Coaching, Policy Analysis, Transaction Processing, Employee Relations, Management, Budgets, Leadership, Strategic Planning, Employee Benefits, Change Management, Payroll, Time Management, Leadership Development, Team Building, Outlook, Human Resources, Mentoring, Recruiting, Administrative Work, Training, Teamwork, Onboarding, New Hire Orientations, Interviews, Strategy, Applicant Tracking..., Policy, HRIS, Performance Management, Employment Law, Deferred Compensation, Organizational..., Succession Planning, Employee Training, Personnel Management, Talent Acquisition, ADP Payroll, Hiring, Workforce Planning, Benefits Administration
Education
Golden Gate University 2010 — 2011
MS HRM, Human Resource Managment
William Jessup University 2007 — 2009
B.S, Counseling Psychology
Hitachi June 2013 - Present
Hilton San Francisco Financial District October 2011 - June 2013
Trident Microsystems August 2011 - October 2011
Technology Credit Union September 2006 - October 2011
Technology Credit Union May 2010 - February 2011
Wells Fargo 2004 - 2006
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Sales, Networking, Cash Management, Financial Services, Auditing, Coaching, Policy Analysis, Transaction Processing, Employee Relations, Management, Budgets, Leadership, Strategic Planning, Employee Benefits, Change Management, Payroll, Time Management, Leadership Development, Team Building, Outlook, Human Resources, Mentoring, Recruiting, Administrative Work, Training, Teamwork, Onboarding, New Hire Orientations, Interviews, Strategy, Applicant Tracking..., Policy, HRIS, Performance Management, Employment Law, Deferred Compensation, Organizational..., Succession Planning, Employee Training, Personnel Management, Talent Acquisition, ADP Payroll, Hiring, Workforce Planning, Benefits Administration
Education
Golden Gate University 2010 — 2011
MS HRM, Human Resource Managment
William Jessup University 2007 — 2009
B.S, Counseling Psychology
Genia Slavin's Wells Fargo Experience November 2010 - July 2014
Job IT Development Project Coordinator at Esurance
Industry Financial Services
Experience
Esurance March 2014 - Present
Wells Fargo November 2010 - July 2014
Kaiser Permanente IT June 2013 - September 2013
SFSU New Student Programs May 2009 - August 2012
Abercrombie & Fitch September 2006 - November 2010
Skills
Leadership, Access, Marketing, Fundraising, Management, Public Speaking, Sales, Financial Analysis, Risk Management, PowerPoint, Microsoft Excel, Microsoft Office, Event Planning, Customer Service, Data Analysis, Social Media, Data Entry, Banking, Research, Microsoft Word, Market Research, Project Planning, Project Management, Project Coordination, Agile Project Management, Scrum
Education
Golden Gate University 2012 — 2013
Master of Science (MS), Finance
San Francisco State University 2007 — 2012
Bachelor of Science (BS), Corporate Finance and Information Systems Double Major
Hebrew Academy 2003 — 2007
High School Diploma
Esurance March 2014 - Present
Wells Fargo November 2010 - July 2014
Kaiser Permanente IT June 2013 - September 2013
SFSU New Student Programs May 2009 - August 2012
Abercrombie & Fitch September 2006 - November 2010
Skills
Leadership, Access, Marketing, Fundraising, Management, Public Speaking, Sales, Financial Analysis, Risk Management, PowerPoint, Microsoft Excel, Microsoft Office, Event Planning, Customer Service, Data Analysis, Social Media, Data Entry, Banking, Research, Microsoft Word, Market Research, Project Planning, Project Management, Project Coordination, Agile Project Management, Scrum
Education
Golden Gate University 2012 — 2013
Master of Science (MS), Finance
San Francisco State University 2007 — 2012
Bachelor of Science (BS), Corporate Finance and Information Systems Double Major
Hebrew Academy 2003 — 2007
High School Diploma
Daniel Chatigny's Wells Fargo Experience October 2003 - September 2006
Job Chief Fiscal Administrative Officer at County of Nevada
Industry Government Administration
Experience
County of Nevada September 2006 - Present
Wells Fargo October 2003 - September 2006
Wells Fargo January 1998 - October 2003
Skills
Government, Local Government, Project Management, Public Administration, Nonprofits, Public Sector, Community Outreach, Program Development, Financial Analysis, Organizational..., Strategic Planning, System Administration, Communication Skills, Project Accounting, Financial Accounting, Contract Management, Environmental Health, Local Government Finance, ATM networks, Debit Cards, Public Speaking, Management, Public Policy, Program Management, Budgets, Community Development, Grants, Team Building, Analysis
Education
Golden Gate University 2004 — 2006
Masters, Public Administration
CSU Sacramento 1993 — 1995
Bachelor of Arts (B.A.), Political Science and Government
County of Nevada September 2006 - Present
Wells Fargo October 2003 - September 2006
Wells Fargo January 1998 - October 2003
Skills
Government, Local Government, Project Management, Public Administration, Nonprofits, Public Sector, Community Outreach, Program Development, Financial Analysis, Organizational..., Strategic Planning, System Administration, Communication Skills, Project Accounting, Financial Accounting, Contract Management, Environmental Health, Local Government Finance, ATM networks, Debit Cards, Public Speaking, Management, Public Policy, Program Management, Budgets, Community Development, Grants, Team Building, Analysis
Education
Golden Gate University 2004 — 2006
Masters, Public Administration
CSU Sacramento 1993 — 1995
Bachelor of Arts (B.A.), Political Science and Government
Andrew Hsu's Wells Fargo Experience June 2006 - September 2007
Job Tax Intern at Frank, Rimerman + Co. LLP
Industry Accounting
Experience
Frank, Rimerman + Co. LLP January 2015 - Present
Amita Realty September 2011 - Present
Advantech October 2012 - December 2012
Advantech February 2012 - September 2012
H&R Block January 2012 - August 2012
Marcus & Millichap March 2010 - August 2010
Wells Fargo June 2006 - September 2007
Skills
SAP Logistics, Invoicing, Data Entry, SAP, General Ledger, Income Tax, Tax Accounting
Education
Golden Gate University 2012 — 2015
Master's degree, Taxation
University of California, Irvine 2006 — 2010
Bachelor of Arts (B.A.), Business Economics
Frank, Rimerman + Co. LLP January 2015 - Present
Amita Realty September 2011 - Present
Advantech October 2012 - December 2012
Advantech February 2012 - September 2012
H&R Block January 2012 - August 2012
Marcus & Millichap March 2010 - August 2010
Wells Fargo June 2006 - September 2007
Skills
SAP Logistics, Invoicing, Data Entry, SAP, General Ledger, Income Tax, Tax Accounting
Education
Golden Gate University 2012 — 2015
Master's degree, Taxation
University of California, Irvine 2006 — 2010
Bachelor of Arts (B.A.), Business Economics
Oronde Gordon's Wells Fargo Experience May 2002 - July 2009
Job Facilities Administrator at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics August 2009 - Present
Wells Fargo May 2002 - July 2009
Access to Software for all People September 2008 - June 2009
Skills
Facilities Management, Risk Management, Salesforce.com, Data Analysis, Quantitative Analytics, Management, Project Management, Microsoft Office, Access, Business Analysis, Visio, Financial Services, Strategy, Process Improvement
Education
Golden Gate University 2009 — 2012
Business Administration/ Finance
Moody's Analytics August 2009 - Present
Wells Fargo May 2002 - July 2009
Access to Software for all People September 2008 - June 2009
Skills
Facilities Management, Risk Management, Salesforce.com, Data Analysis, Quantitative Analytics, Management, Project Management, Microsoft Office, Access, Business Analysis, Visio, Financial Services, Strategy, Process Improvement
Education
Golden Gate University 2009 — 2012
Business Administration/ Finance
Chris Yager's Wells Fargo Experience July 2013 - Present
Job Senior Business Specialist at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2013 - Present
Wells Fargo January 2012 - June 2013
Wells Fargo Bank June 2008 - December 2011
Wells Fargo August 2007 - May 2008
Skills
Credit Analysis, Financial Analysis, Small Business Lending, Cross Selling, Retail Banking, Commercial Lending, Loans, Banking, Credit, Microsoft Excel, Database Administration, Relational Databases
Education
UC Berkeley Extension 2015 — 2016
Certificate Program, BI & SAS Analytics Software
Golden Gate University 2012 — 2014
Master of Business Administration (MBA), Finance
San Francisco State University, College of Business 2009 — 2011
Bachelor of Science in Business Administration, Coporate Finance
Napa Valley College 2007 — 2009
General Ed, Business Administration and Management, General
Wells Fargo July 2013 - Present
Wells Fargo January 2012 - June 2013
Wells Fargo Bank June 2008 - December 2011
Wells Fargo August 2007 - May 2008
Skills
Credit Analysis, Financial Analysis, Small Business Lending, Cross Selling, Retail Banking, Commercial Lending, Loans, Banking, Credit, Microsoft Excel, Database Administration, Relational Databases
Education
UC Berkeley Extension 2015 — 2016
Certificate Program, BI & SAS Analytics Software
Golden Gate University 2012 — 2014
Master of Business Administration (MBA), Finance
San Francisco State University, College of Business 2009 — 2011
Bachelor of Science in Business Administration, Coporate Finance
Napa Valley College 2007 — 2009
General Ed, Business Administration and Management, General
Karla Brucken's Wells Fargo Experience 2010 - Present
Job Broadbased Banking experience including Retail, Business, Wholesale and Operations Management
Industry Financial Services
Experience
Wells Fargo 2010 - Present
Education
Golden Gate University
M.B.A., Banking
San Francisco State University
B.S., Banking
Wells Fargo 2010 - Present
Education
Golden Gate University
M.B.A., Banking
San Francisco State University
B.S., Banking
Jacqueline OConnor's Wells Fargo Experience May 2015 - Present
Job Vice President Consulting Relations Institutional Retirement & Trust at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2015 - Present
Lincoln Financial Group May 2011 - May 2015
Transamerica Retirement Solutions 2008 - 2011
Transamerica Retirement Solutions 2002 - 2008
MassMutual Financial Group 2001 - 2002
MassMutual Financial Group 2000 - 2001
MassMutual Financial Group 1999 - 2000
Skills
401k, Mutual Funds, Retirement, Financial Services, Investments, Series 63, Series 7, Pensions, Retirement Planning, Relationship Management, Strategic Planning, Series 6, Employee Benefits, Fixed Annuities, Defined Benefit, Salesforce.com, Business Strategy, Business Development, Strategic Financial..., New Business Development, Strategy, Investment Advisory, Financial Planning
Education
Golden Gate University
Master of Science (M.S.), Financial Planning and Services
University of Massachusetts, Amherst
Bachelor's Degree
Wells Fargo May 2015 - Present
Lincoln Financial Group May 2011 - May 2015
Transamerica Retirement Solutions 2008 - 2011
Transamerica Retirement Solutions 2002 - 2008
MassMutual Financial Group 2001 - 2002
MassMutual Financial Group 2000 - 2001
MassMutual Financial Group 1999 - 2000
Skills
401k, Mutual Funds, Retirement, Financial Services, Investments, Series 63, Series 7, Pensions, Retirement Planning, Relationship Management, Strategic Planning, Series 6, Employee Benefits, Fixed Annuities, Defined Benefit, Salesforce.com, Business Strategy, Business Development, Strategic Financial..., New Business Development, Strategy, Investment Advisory, Financial Planning
Education
Golden Gate University
Master of Science (M.S.), Financial Planning and Services
University of Massachusetts, Amherst
Bachelor's Degree
Helen Grays Jones's Wells Fargo Experience December 1980 - May 1989
Job Senior Vice President at KeyPoint Credit Union
Industry Banking
Experience
KeyPoint Credit Union March 2001 - Present
Citi June 1991 - 1996
Wells Fargo December 1980 - May 1989
Skills
Small Business Lending, Customer Service, Financial Analysis, Banking, Loans, Call Center, Finance, Credit, Consumer Lending, Microsoft Office, Insurance, Business Development, Accounting, Commercial Lending, Strategic Planning, Mortgage Lending, Credit Analysis, Change Management, Risk Management, Leadership, Management, Sales, Executive Management, Retail Banking
Education
Canada College 1976 — 1978
Business Administration and Management, General
Golden Gate University
Continuing Education, Business, Management, Marketing, and Related Support Services
KeyPoint Credit Union March 2001 - Present
Citi June 1991 - 1996
Wells Fargo December 1980 - May 1989
Skills
Small Business Lending, Customer Service, Financial Analysis, Banking, Loans, Call Center, Finance, Credit, Consumer Lending, Microsoft Office, Insurance, Business Development, Accounting, Commercial Lending, Strategic Planning, Mortgage Lending, Credit Analysis, Change Management, Risk Management, Leadership, Management, Sales, Executive Management, Retail Banking
Education
Canada College 1976 — 1978
Business Administration and Management, General
Golden Gate University
Continuing Education, Business, Management, Marketing, and Related Support Services
Nikki Pathak's Wells Fargo Experience August 2013 - Present
Job Database Marketing Consultant 2 at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2013 - Present
Wells Fargo Bank May 2010 - Present
Bank of America March 2008 - February 2010
Bank of America March 2005 - March 2006
Compass Bank March 2004 - March 2005
Bank of America December 2002 - February 2004
Miller Orthopaedic March 1999 - November 2002
Presbyterian Hospital, Charlotte, NC May 1995 - May 1999
Skills
SAS - 17 years, SQL Assistant, SAS Enterprise Guide, Analysis, SQL, Data Analysis, SAS, Access, Database Marketing
Education
Golden Gate University 1993 — 1994
University of North Carolina at Greensboro 1981 — 1985
Bachelor of Arts (B.A.), Fine/Studio Arts, General
Wells Fargo August 2013 - Present
Wells Fargo Bank May 2010 - Present
Bank of America March 2008 - February 2010
Bank of America March 2005 - March 2006
Compass Bank March 2004 - March 2005
Bank of America December 2002 - February 2004
Miller Orthopaedic March 1999 - November 2002
Presbyterian Hospital, Charlotte, NC May 1995 - May 1999
Skills
SAS - 17 years, SQL Assistant, SAS Enterprise Guide, Analysis, SQL, Data Analysis, SAS, Access, Database Marketing
Education
Golden Gate University 1993 — 1994
University of North Carolina at Greensboro 1981 — 1985
Bachelor of Arts (B.A.), Fine/Studio Arts, General
Constance Downing's Wells Fargo Experience 1990 - 2003
Job Development Manager at Marin Humane Society
Industry Nonprofit Organization Management
Experience
Marin Humane Society December 2014 - Present
Marin Humane Society 2004 - Present
Wells Fargo 1990 - 2003
Price Waterhouse Management Consultants 1983 - 1989
Skills
Non-profits, Volunteer Management, Donor Research, Raiser's Edge, Project Management, Direct Mail Fundraising
Education
City University of New York -York College
Bachelor of Arts (B.A.), Psychology
Golden Gate University
Master of Business Administration (M.B.A.)
Marin Humane Society December 2014 - Present
Marin Humane Society 2004 - Present
Wells Fargo 1990 - 2003
Price Waterhouse Management Consultants 1983 - 1989
Skills
Non-profits, Volunteer Management, Donor Research, Raiser's Edge, Project Management, Direct Mail Fundraising
Education
City University of New York -York College
Bachelor of Arts (B.A.), Psychology
Golden Gate University
Master of Business Administration (M.B.A.)
Rex Edmiston's Wells Fargo Experience 1974 - 1986
Job
Industry Primary/Secondary Education
Experience
None 2012 - Present
Tracy Unified School District 2007 - 2012
MCI Corporation 1987 - 2007
Wells Fargo 1974 - 1986
Bank of Montreal 1972 - 1974
APL 1970 - 1971
United States Marine Corps January 1968 - August 1969
Education
National University 2006 — 2007
Teaching credential, Elementary Education and Teaching
Golden Gate University 1970 — 1974
Bachelor's degree, Bus. Mgmt.
None 2012 - Present
Tracy Unified School District 2007 - 2012
MCI Corporation 1987 - 2007
Wells Fargo 1974 - 1986
Bank of Montreal 1972 - 1974
APL 1970 - 1971
United States Marine Corps January 1968 - August 1969
Education
National University 2006 — 2007
Teaching credential, Elementary Education and Teaching
Golden Gate University 1970 — 1974
Bachelor's degree, Bus. Mgmt.
Lance Druger's Wells Fargo Experience February 2015 - Present
Job Sr. Project/Product Manager at Wells Fargo
Industry Hospital & Health Care
Experience
Wells Fargo February 2015 - Present
Wells Fargo December 2012 - Present
Kaiser Permanente January 2010 - November 2011
Wells Fargo May 2005 - December 2008
Fremont bank January 2003 - June 2004
Providian Financial August 1999 - December 2003
The Sharper Image October 1998 - May 1999
Education
CSU Hayward
Bachelor's Degree, Business/Commerce, General
Golden Gate University
Master's Degree, Telecom/LAN/Wan Managmnet
Wells Fargo February 2015 - Present
Wells Fargo December 2012 - Present
Kaiser Permanente January 2010 - November 2011
Wells Fargo May 2005 - December 2008
Fremont bank January 2003 - June 2004
Providian Financial August 1999 - December 2003
The Sharper Image October 1998 - May 1999
Education
CSU Hayward
Bachelor's Degree, Business/Commerce, General
Golden Gate University
Master's Degree, Telecom/LAN/Wan Managmnet
Monique Baxter-Larsen's Wells Fargo Experience January 2011 - Present
Job Quality Assurance Manager, AVP at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2011 - Present
Wells Fargo September 2008 - January 2011
Wells Fargo November 2007 - September 2008
Skills
Expense Management, Business Development, Staffing Models, Performance Management, Customer Service..., Communication Skills, Organizational..., Management, Project Management, Conflict Resolution, Human Resources, Presentation Design, Sales Management, Business Strategy, Building Relationships, Sales Management..., Customer Satisfaction
Education
Golden Gate University 2008 — 2010
Bachelor's degree, Business Management
Wells Fargo January 2011 - Present
Wells Fargo September 2008 - January 2011
Wells Fargo November 2007 - September 2008
Skills
Expense Management, Business Development, Staffing Models, Performance Management, Customer Service..., Communication Skills, Organizational..., Management, Project Management, Conflict Resolution, Human Resources, Presentation Design, Sales Management, Business Strategy, Building Relationships, Sales Management..., Customer Satisfaction
Education
Golden Gate University 2008 — 2010
Bachelor's degree, Business Management
Maria Power's Wells Fargo Experience May 2006 - Present
Job Financial Crimes Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2006 - Present
Wells Fargo October 2002 - May 2006
Wells Fargo February 2000 - October 2002
Skills
Risk Management, Financial Risk, Fraud, Collections, Uniform Commercial Code, Banking, Regulations, Strategic Planning, Process Improvement, Risk Assessment, Data Analysis, Trend Analysis, Management, Project Management
Education
Golden Gate University
Business Administration and Management, General
Wells Fargo May 2006 - Present
Wells Fargo October 2002 - May 2006
Wells Fargo February 2000 - October 2002
Skills
Risk Management, Financial Risk, Fraud, Collections, Uniform Commercial Code, Banking, Regulations, Strategic Planning, Process Improvement, Risk Assessment, Data Analysis, Trend Analysis, Management, Project Management
Education
Golden Gate University
Business Administration and Management, General
alanna hodgson's Wells Fargo Experience April 2012 - Present
Job Office Assistant at County of Marin
Industry Government Administration
Experience
County of Marin March 2013 - Present
Wells Fargo April 2012 - Present
Education
Golden Gate University 2012 — 2014
Master of Public Administration (M.P.A.), A
Golden Gate University
County of Marin March 2013 - Present
Wells Fargo April 2012 - Present
Education
Golden Gate University 2012 — 2014
Master of Public Administration (M.P.A.), A
Golden Gate University
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank