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
Law Offices of Michael H. Panah 2014 - Present
Wells Fargo November 2010 - April 2013
Essex Property Trust March 2008 - May 2009
Hometown Commercial Capital, LLC May 2006 - January 2008
Wells Fargo November 2004 - April 2006
Blum Capital Partners February 2002 - July 2004
Gibson, Dunn & Crutcher LLP August 2000 - December 2001
Bank of America September 1995 - June 2000
Skills
Excel, Microsoft Excel, Real Estate, Banking, Due Diligence, Insurance, Business Strategy, Negotiation, Bankruptcy, Commercial Litigation, Strategic Planning, Sales, Strategic Financial..., Loans, Budgets, Investments, Management, Contract Negotiation, Business Planning, Asset Managment, Business Development, Finance, Customer Service, Portfolio Management, Mergers, Financial Analysis, Asset Management, Risk Management, Leadership, Marketing, Management Consulting, Mergers & Acquisitions, Strategy, Start-ups, Team Building, Program Management, Coaching, Executive Management, Project Management, Entrepreneurship, Small Business, Analysis, Process Improvement, Sales Management, Team Leadership, Credit, New Business Development, Corporate Finance, Private Equity, Training
Education
UWLA, Los Angeles, CA 1993 — 1997
juris doctorate, Law
National University 1989 — 1992
Bachelor of Arts (B.A.), Financial Accounting
Wells Fargo March 2014 - Present
Republic National Distributing Company February 2011 - March 2014
Republic National Distributing Company February 2011 - November 2011
South Plains Distributors October 2009 - December 2010
TEAM Enterprises October 2009 - December 2010
Texas Tech University January 2008 - January 2009
Skills
B2B, Event Planning, Advertising, Spanish, Market Planning, Photoshop, InDesign, Social Media Marketing, Facebook, Marketing, Brand Awareness, Social Media, Marketing Communications, Public Relations, Marketing Strategy, Social Networking, Sales, Brand Development, PowerPoint, Beverage Industry, Inventory Management, Adobe Creative Suite, Team Building, Alcoholic Beverages, Management, Sales Management, Recruiting
Education
Texas Tech University 2006 — 2010
BS, Advertising
Navarro College 2005 — 2006
Wells Fargo December 2009 - Present
Glendale Health Care Center June 2004 - January 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
University of Connecticut 2012 — 2014
Bachelor of Science (B.S.), Psychology
Naugatuck Valley Community College 2006 — 2011
Associate of Science (A.S.), General Studies
Wells Fargo 2013 - Present
Rels 2003 - 2013
RBC 1994 - 2002
CBRE 1990 - 1994
Morgan Stanley 1983 - 1990
Education
National University
Bachelor of Business Administration (B.B.A.), Finance Emphasis
Orion Systems Integrator LLC (Client : KPMG US ) February 2014 - Present
Standard & Poor's October 2013 - January 2014
EY August 2011 - September 2013
Cisco Systems December 2010 - August 2011
Wells Fargo August 2009 - December 2010
NYSSA December 2008 - July 2009
Dell Perot Systems (Client - Daimler Chrysler) May 2006 - January 2008
Skills
Business Analysis, Use Case Diagrams, Project Management, SDLC, Agile & Waterfall..., UML Tools, Gap Analysis, Requirements..., Reporting & Analysis, Financial Analysis, Financial Accounting, UAT coordination, CA Clarity, MS Project, Oracle Applications, Equity Derivatives, Corporate Finance, Treasury Management, SQL, Agile Methodologies, Integration, User Acceptance Testing, Requirements Gathering
Education
New York University 2008 — 2009
Master of Business Administration (M.B.A.), Finance, General
Netaji Subhas Institute of Technology 2002 — 2006
Bachelor of Engineering (B.Eng.), Electrical, Electronics and Communications Engineering
Wells Fargo July 2014 - Present
Wells Fargo October 2013 - July 2014
Finish Line July 2012 - June 2013
The Limited August 2011 - October 2012
Skills
Merchandising, Leadership, Highly motivated..., Sales, Customer Service, Driving Results, Customer Satisfaction, Cashiering, Retail Sales, Time Management, Microsoft Word, Microsoft Excel, Microsoft Office, Store Management, Store Operations
Education
Nebraska Wesleyan University 2009 — 2013
Bachelor of Science (B.S.), Business Administration
Wells Fargo April 2015 - Present
Wells Fargo November 2014 - March 2015
Wells Fargo February 2014 - November 2014
North Star Gas Company d.b.a YEP Energy February 2013 - June 2013
Nicholas Ventimiglio, CDFA, Inc September 2012 - February 2013
English lighthouse 2010 - 2012
OnlyPravda November 2010 - January 2011
IT&T Engineering May 2008 - June 2008
Skills
•Computer: MS Windows..., •Analytic: Business,..., •Business: Marketing,..., •Economic:..., •Instructor, Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Research, Training, Economics, English, Forecasting, Analysis, Teamwork, Outlook, Teaching
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 2008 — 2012
Bachelor of Science (BS), International Business Administration
Crimean State technical school 2005 — 2008
Associate of Science (AS), Computer Science
Wells Fargo May 2009 - Present
IMS Health 2007 - 2008
Bank of America 2003 - 2007
Eli Lilly and Company 2001 - 2003
Eastman Kodak 2000 - 2001
Harris Interactive Inc. 1998 - 2000
Maritz Research 1997 - 1998
Skills
Black Belt, Market Research, Minitab, Statistics, Six Sigma, SAS, Market Analysis, Predictive Analytics, Data Analysis, Cross-functional Team..., Business Process..., Analytics, Financial Services, Customer Insight, Business Process Mapping, Predictive Modeling, Statistical Modeling, Business Intelligence, Data Mining, Customer Analysis, Business Analysis, Metrics, Strategy, Database Marketing, Marketing Research, Credit Cards, Big Data, Enterprise Software, Valuation, Banking, Customer Experience, Qualitative Research, Segmentation, Web Analytics, Mobile Analytics, Mobile Internet, Behavioral Segmentation, Ethnography, Key Driver Analysis, Online Fraud, Competitive Intelligence, Brand Equity, Brand Loyalty, Employee Loyalty, Loyalty Analytics, Change Management, SPSS, Tableau, Online Marketing..., Team Building
Education
Rochester Institute of Technology 1999 — 2000
Master of Science (MS), Statistics
The University of Texas at Arlington 1994 — 1996
Master of Science (MS), Experimental Psychology
Nazareth College of Rochester 1990 — 1992
Bachelor of Arts (B.A.), Psychology, 3.72 GPA; Cum Laude
Wells Fargo June 2015 - Present
Lick-Wilmerding High School August 2014 - Present
Aziza July 2014 - Present
True Capital Management September 2014 - June 2015
The Cellar Bar June 2013 - June 2014
Shute, Mihaly & Weinberger LLP 2014 - 2014
ZeniMax Online Studios 2014 - 2014
Larkin's Solicitors January 2011 - February 2013
Salthill Devon FC 2009 - 2011
Salthill Devon Football Club August 2006 - February 2009
Skills
Leadership,..., Time Management, Management, Sales, CRM, Negotiation, Team Leadership, Work Ethic, Event Planning, Microsoft Word, Social Networking, Microsoft Excel, Customer Service, Research
Education
University of San Francisco 2014 — 2016
Master of Arts (M.A.), Sport Management
National University of Ireland, Galway 2008 — 2011
Bachelor of Civil Law, Law, 2.1
Yeats College 2006 — 2008
Leaving Certificate, English, Irish, French, Maths, Physics / Chemistry, Agricultural Science, Geography, 520 points
Pulaski Bank Home Lending March 2015 - Present
Guild Mortgage January 2015 - March 2015
Bank of Nebraska January 2011 - January 2015
Regent Financial Group June 2010 - January 2011
Wells Fargo June 2006 - June 2010
Skills
Loans, Credit, Banking, First Time Home Buyers, Loan Origination, Real Estate, Customer Service, Underwriting, Marketing, Consumer Lending, Portfolio Management, Coaching, Financial Analysis, Referrals, Small Business Lending, Credit Analysis, Mortgage Lending
Education
Nebraska Wesleyan University
Bachelor of Science (B.S.), Business Administration
Sutherland High School
Bank of the West March 2013 - Present
Bank of the West April 2012 - March 2013
Bank of the West April 2007 - June 2012
Bank of the West June 2004 - April 2007
Wells Fargo April 2000 - June 2004
Skills
Consumer Lending, Loans, Credit, Retail Banking, Credit Analysis, Lines Of Credit, Cross Selling, Branch Management, Deposits, Branch Banking, Credit Cards, Home Equity Loans, Home Equity Lines of..., Small Business Lending, Mortgage Banking, Commercial Lending, Commercial Banking, Wealth Management
Education
Nebraska Wesleyan University
Luminant April 2011 - Present
Luminant August 2010 - April 2011
Luminant July 2009 - August 2010
Texas M.O.R. Inc. November 2007 - July 2009
Wells Fargo November 2005 - January 2007
Radio Disney June 2005 - December 2005
Missy's Little People Shoppe June 2001 - July 2002
Skills
Accounts Payable, Account Reconciliation, Accounting, Confidentiality, Accruals, Spreadsheets, PeopleSoft, Forecasting, Analysis, Invoicing, Supervisory Skills, Process Improvement, Financial Reporting, Power Generation, Power Plants, Payroll Services, Administrative Work, Executive Level..., Energy, Sarbanes-Oxley Act, Business Process..., Payroll Analysis, Marketing, Project Accounting, Promotions, Private Banking, Oil/Gas, Permit Compliance, Permit Applications, Environmental Permitting, Oracle, FIM, Root Cause Analysis
Education
The University of Texas at Arlington - College of Business Administration 2004 — 2005
Bachelor of Business Administration (B.B.A.), Business/Marketing
Navarro College 2002 — 2003
Associate of Arts (A.A.), General Studies
Berkshire Hathaway Homestate Companies June 2015 - Present
Berkshire Hathaway Homestate Companies September 2012 - Present
OFFWIRE December 2011 - July 2012
Ramada Plaza Omaha Hotel & Convention Center l CoCo Key Water Park July 2011 - December 2011
National Research Corporation March 2011 - July 2011
Strauss Radio Strategies September 2010 - December 2010
Sandhills Publishing December 2009 - September 2010
Nebraska Wesleyan University August 2009 - May 2010
Nebraska Wesleyan University August 2008 - May 2009
Wells Fargo March 2008 - April 2009
Skills
Public Speaking, Promotions, Customer Relations, Teamwork, Public Relations, Social Media, Customer Service, Advertising, Marketing, Team Building, Social Networking, Community Outreach, Leadership, CRM, Editing, Email Marketing
Education
Nebraska Wesleyan University 2007 — 2011
Bachelor of Arts, Communication, Business, Public Relations
Capitol Hill Internship Program 2010 — 2010
Political Communication
CAPA 2009 — 2009
Intercultural Communication
ADP July 2015 - Present
Wells Fargo February 2014 - Present
RingCentral February 2013 - January 2014
Paychex June 2012 - February 2013
Paychex June 2011 - June 2012
WDKX-FM Radio August 2007 - June 2011
Skills
Payroll, Salesforce.com, Prospecting New Clients, Customer Service, Sales, Cold Calling, Telemarketing, Outlook, Lead Generation, Networking, Public Speaking, social media, Strategic Planning, Social Media, Marketing, Customer Satisfaction, Public Relations, Sales Operations, Human Resources, Highly personable, Event Planning, Recruiting, Sales Process
Education
Nazareth College of Rochester 2007 — 2011
Bachelor of Arts (B.A.), Business/Corporate Communications
SMITH HAYES Financial Services April 2014 - Present
Boulder Chamber of Commerce October 2011 - August 2013
Jones Knowledge August 2007 - October 2011
Wells Fargo May 2006 - June 2007
U.S. Senator Chuck Hagel May 2006 - August 2006
U.S. Congressman Lee Terry January 2005 - May 2005
Skills
Marketing, Sales Operations, Leadership Development, Team Building, Leadership, Public Speaking, Strategic Planning, Training, Business Planning, Strategy, Relationship Management, Sales, Change Management, Sales Messaging, Hold Series 7, Series 66, Finance, Wealth Management, Retirement Plan..., Retirement Planning, Investments, Customer Service
Education
Nebraska Wesleyan University 2002 — 2006
Business Administration, Business, Communication, Political Science
Wells Fargo September 2014 - Present
Deloitte Consulting LLP February 2014 - September 2014
Fannie Mae May 2011 - February 2014
Fannie Mae February 2010 - January 2011
United Bank Limited February 2008 - November 2009
Buckingham Group March 2003 - December 2007
Skills
SDLC, Enterprise Architecture, Business Analysis, Master Data Management, Project Management, Strategy, Business Process..., CRM, Data Governance, Business Intelligence, Banking, Portfolio Management, Business Requirements, Software Documentation, Vendor Management, Data Management, Teamwork, Business Objects, PMP, Mergers & Acquisitions, Microsoft Word, IT Strategy, Contract Negotiation, Risk Management, Financial Analysis, PMO, Data Analysis, MS Office Suite, Documentation, Customer Relations, Mergers, Software Sales, Contract Negotiations, Data Quality, Business Process..., Team Leadership, Retail Banking, Correspondent Banking, Capital Markets, Organizational..., Strategic Communications, Data Stewardship
Education
University of Maryland Baltimore County 2001 — 2002
MS, Management Information Systems
NED University of Engineering and Technology 1996 — 2000
BE, Mechanical Engineering
Wells Fargo March 2014 - Present
Self-Employed November 2008 - Present
Natoma Technologies, Inc. August 2013 - December 2013
California Correctional Health Care Services June 2012 - August 2013
St. Joseph Health System October 2011 - May 2012
Wells Fargo Bank November 2009 - May 2011
Blue Shield of California November 2008 - September 2009
MetaVista Consulting Group March 2004 - November 2008
Lucent Technologies June 2000 - March 2003
BancTec April 2000 - June 2000
Skills
Infrastructure Projects, Project Planning, Project Delivery, Business Continuity, Disaster Recovery, Cross-functional Team..., Virtual Teams, Conflict Resolution, Infrastructure, Data Center, PMO, Project Management, ITIL, PMP, Information Technology, Security, MS Project, IT Service Management, Project Portfolio..., Business Process, Risk Management, Management, Change Management, Leadership, Telecommunications, IT Strategy, Strategy, CISSP, Navy, Surface Warfare, Naval Operations, Consulting, SDLC, Process Improvement, IT Management, Vendor Management, Professional Services, Integration, Governance
Education
Naval Postgraduate School 1978 — 1980
Master of Science (M.S.), Telecommunications Systems Management
University of Oklahoma
BA, History
Shaker High School
Benefits Done Right Insurance Agency, Inc. May 2015 - Present
Sutter Physician Services April 2014 - May 2015
Sutter Physician Services March 2012 - April 2014
Sutter Physician Services April 2011 - March 2012
Sutter Physician Services October 2009 - March 2011
Wells Fargo February 2008 - October 2009
Nugget Market, Inc. January 2007 - October 2007
Skills
Customer Service, Microsoft Excel, Outlook, PowerPoint, Data Entry, Microsoft Office, Microsoft Word, Banking, Cash Management, Accounting, Data Analysis, Account Reconciliation, Bank Reconciliation, Writing, Creative Writing, Payments, Deposits, Finance, Spreadsheets, Training, Process Improvement, 10 Key, OS X, Time Management, Teamwork, Windows, Office Administration, Critical Thinking, Computer Proficiency, Typing, Access
Education
National University 2014 — 2016
Bachelor's Degree, Management Information Systems, General
Sierra College
Arts and Culture
Kochur Trummer Corporation January 2014 - Present
Kochur Trummer January 2013 - January 2014
Wells Fargo April 2012 - December 2012
Verizon Wireless May 2010 - March 2012
Sears February 2008 - April 2010
TriWest Healthcare Alliance September 2008 - November 2009
Macy’s March 2007 - January 2008
Coast Dental January 2006 - January 2007
Skills
Microsoft Excel, Project Management, Analysis, Customer Satisfaction, Military Logistics, Logistics, Customer Experience, Acquisitions, Inventory Management, Account Management, Logistics Management, Sales Operations, Process Improvement, MS Project, CMMI, TOA, Logistics Engineering, Project Planning, Cross-functional Team..., Configuration Management, Program Management, Government Procurement, Life Cycle Planning, Facilitations, Access Database, Customer Service, Supply Chain Management, Warehousing, Warehouse Management, Vendor Management, Team Leadership, Operations Management, Leadership, Management, Training, Meeting Scheduling, Software Documentation, Quality Assurance, Team Building, Customer Retention, Visio, Security Clearance, Strategic Planning, Microsoft Word, Government, Business Process..., Research, Government Contracting, Negotiation, Strategy
Education
National University 2010 — 2012
Bachelor of Business Administration (BBA), Project Management
Poway Unified School District September 2011 - Present
Backes Tutoring 2010 - Present
Poway Unified School District September 2011 - June 2012
Horizon Prep September 2004 - June 2007
Poway Unified School District September 1988 - June 1998
Wells Fargo September 1978 - June 1988
Skills
Strategic Planning, Customer Service, Public Speaking, Teaching, Team Building, Curriculum Design, History, Volunteer Management, Educational Leadership, Microsoft Office, Tutoring, K-12, Nonprofits, Community Outreach, Event Planning, Fundraising, Leadership Development, Staff Development, Research, Program Development, Curriculum Development, Coaching
Education
National University 2010 — 2012
Master of Arts in Teaching, National Board Certified Teacher Leadership, Educational Leadership, National Board of Professional Teaching
San Diego State University-California State University 1980 — 1986
Bachelor of Science degree in Child development with special emphasis in Psychology and Counseling
University of San Diego
Multiple Subject Teaching Credential, May 1988, Education
U.S. Bank July 2014 - Present
Choice Lending Corp May 2014 - July 2014
Carrington Mortgage Services, LLC April 2013 - June 2014
First Citizens Bank December 2010 - January 2013
Wells Fargo Bank February 2006 - December 2010
Wells Fargo April 2002 - December 2006
American General Finance February 1996 - March 2002
Skills
Business Development, Customer Satisfaction, Commercial Banking, Customer Retention, Small Business, Executive Management, Community Development, Employee Training, Lines Of Credit, Relationship Management, Financial Analysis, Recruiting, Finance, Sales Management, Business Coaching, Refinance, Credit, Sales, Team Building, Client Development, Management, Leadership, Non-profit Volunteer, Commercial Lending, Loans, Community Engagement, Sales Operations, CRM, Mortgage Banking, Banking, Mortgage Lending, Retail Banking, Mentoring, Small Business Lending, Financial Services, Nonprofits, Loan Origination, Non-profits, Training, Business and Treasury..., Credit Analysis, Underwriting, Sales Coaching, Branch Management, Cross Selling, Commercial Mortgages, FHA financing, VA Financing, HARP 2.0, Conventional Financing
Education
Villa Park High School
Villa Park High School
National University 1992 — 1994
Bachelor's Degree, Business Administration, 3.72
Wells Fargo January 2014 - Present
SCOR August 2013 - January 2014
SMS-Advisors May 2012 - August 2013
Komori Chambon USA October 2011 - March 2012
ZeoBIT LLC October 2010 - August 2011
Beaver Creek Hat Co. May 2010 - September 2010
Euro RSCG September 2006 - December 2009
Skills
Analytics, Vendor Management, Strategic Sourcing, Procurement, HTML, Software Development, QuickBooks, SQL, VBA, Microsoft Excel, Microsoft Access, C++, Strategy, CRM, Management, Start-ups, Access, Project Planning, Analysis, Finance, Financial Analysis
Education
Queens University of Charlotte 2011 — 2013
MBA, Finance, 3.92
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 2009 — 2011
Master's degree, Electrical and Electronics Engineering
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 2005 — 2009
Bachelor's degree, Electrical and Electronics Engineering
Ameritas Life Insurance Corp. August 2006 - Present
Wells Fargo 2005 - 2006
Education
Nebraska Wesleyan University
Bachelor's degree, Business Administration
University of Nebraska-Lincoln
Frontier Bank May 2011 - Present
Wells Fargo December 2008 - May 2011
Target 2007 - 2009
UNION BANK AND TRUST August 2003 - August 2007
Skills
Loans, Banking, Consumer Lending, Credit, Small Business Lending, Commercial Lending, Retail Banking, Loan Origination, Mortgage Lending, Commercial Banking, Risk Management, Cash Management, Credit Analysis, Financial Analysis, Customer Service, Lines Of Credit, Portfolio Management, Investments, Deposits, Leadership, Team Building, Underwriting, Sales, Management, Strategic Planning, Microsoft Office
Education
Nebraska Wesleyan University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Business and Spanish
Pierce High School 1999 — 2003
General
SNH Inc. November 2014 - Present
Bank of Manhattan April 2013 - November 2014
Keller Williams Realty(Chris Heller) Del Mar, C.A. June 2011 - April 2013
Merrill Lynch March 2012 - February 2013
Wells Fargo February 2010 - July 2011
Alternative Asset Partners November 2007 - January 2010
Argent Mortgage/Citi Residential January 2005 - November 2007
Empire Capital Funding December 2001 - January 2005
Abtech Systems Inc February 2001 - December 2001
TD Ameritrade March 1999 - January 2001
Skills
Mortgage Lending, FHA, Loans, Investment Properties, First Time Home Buyers, REO, Real Estate, Residential Homes, Portfolio Management, Finance, Sales, Real Estate Transactions, Banking, Referrals, Investors, Mortgage Banking, Selling, Loan Origination, Real Estate Financing, Refinance, Asset Management, Commercial Real Estate, Condos, Underwriting, Credit, Series 7, Single Family Homes, Residential Mortgages, Sellers, Strategic Negotiations, Financial Risk, Equities, Series 63, FINRA, Hedge Funds, Relocation, Brokerage, Account Sales Strategies, Asset Managment, New Home Sales, Funding, FHA financing, Property, Mortgage Marketing, Real Estate Economics, Investments, Valuation, VA loans
Education
UNLV 1991 — 1997
Masters of Science, Hotel and Public Administration, 3.65
University of Nevada-Las Vegas 1991 — 1997
B.S, Harrah’s Hotel and Casino Management
Nebraska Wesleyan University
Pius X High School
Southeast High School
University of Nebraska-Lincoln
University of Southern Nevada
Target December 2014 - Present
Chase February 2013 - April 2014
US Bank September 2011 - September 2012
Wells Fargo September 2006 - September 2011
Wells Fargo October 2004 - September 2006
Skills
Retail Banking, Strategic Planning, Team Leadership, Business Development, Organizational..., Credit Analysis, Management, Sales Management, Customer Experience, Consumer Lending, Risk Management, Financial Analysis, New Business Development, Team Building, Situational Leadership, Underwriting, Operations Management, Team Management, Mentoring, Employee Engagement, Customer Retention, Customer Oriented, Banking, Internet Banking, Recruiting, Financial Services, Financial Statements, Business Planning, Small Business, Business Networking, NMLS Licensed, Project Management
Education
University of Minnesota-Twin Cities 1996 — 2000
Bachelor's degree, Public Relations, Advertising, and Applied Communication
National University 2013 — 2015
Master of Business Administration (M.B.A.), Organizational Leadership
Wells Fargo Home Mortgage September 2014 - Present
Wells Fargo Home Mortgage February 2012 - February 2014
Wells Fargo June 2009 - February 2012
Mortgage IT /Deutsche Bank May 2005 - October 2008
Skills
Credit, Loans, Mortgage Lending, Mortgage Banking, Customer Service, Credit Analysis, Consumer Lending, Credit Risk, Loan Origination, Banking, Residential Mortgages, User Acceptance Testing, SDLC, Quality Center, Loss Mitigation, 15 + years Mortgage..., Underwriting, Financial Risk, Analysis, Mortgage Underwriting
Education
National University
Visa October 2011 - Present
Magenic Technologies May 2010 - October 2011
Peoplefinders.com January 2008 - July 2009
Intuit October 2006 - January 2008
Wells Fargo August 2004 - September 2006
Pharmaceutical Care Network March 2003 - August 2004
Folsom Consulting Group, Inc. June 1996 - February 2003
California Independent System Operator 1998 - 1999
Skills
Microsoft SQL Server, Scrum, C#, Agile Methodologies, Software Development, ASP.NET, IIS, TFS, Databases, Visual Studio, .NET, SSRS, UML, XML, Subversion, SharePoint, Oracle, Data Modeling, Enterprise Architecture, SOA, WCF, T-SQL, SSIS, VB.NET, ETL, RUP, C++, NUnit, Mobile Applications, Web Services, REST, HTML, Git, Continuous Integration, Architectures, LINQ, ASP.NET MVC, AJAX, Database Design, Object Oriented Design, Design Patterns, Application Architecture, Agile Project Management, Software Design, Web Applications, Software Project..., System Architecture, Web Services API, Data Warehouse...
Education
National University 1990 — 1993
Bachelor of Science, Computer Science
Valley High School 1979 — 1983
Diploma
Wells Fargo July 2013 - Present
Integrated Financial Engineering, Inc January 2013 - June 2013
Integrated Financial Engineering, Inc September 2008 - December 2012
Joint Credit Information Center October 2005 - July 2007
Skills
SAS, Quantitative Analytics, Financial Modeling, Quantitative Finance, Statistical Modeling, Risk Management, Portfolio Management, Logistic Regression, Credit Scoring, Stata
Education
Columbia University 2007 — 2008
M.A., Statistics
National Tsing Hua University 2004 — 2005
MBA, Quantitative Finance
National Tsing Hua University 2000 — 2004
B.A, Quantitative Finance
Ashford University September 2011 - Present
Wells Fargo May 2005 - August 2011
Skills
Student Financial Aid, Leadership Development, Educational Leadership, Student Affairs, Retaining Customers, Student Recruiting, College Recruiting, Admissions, Enrollment Management, Higher Education, Recruiting, Adult Education, CRM, Customer Service, Cold Calling, Campus, Management
Education
National University 2013 — 2015
Masters in Education, Elementary Education and Teaching
University of Phoenix-Southern California Campus 2010 — 2012
Bachelor's degree, Communication, General
AKQA October 2010 - Present
Razorfish February 2004 - October 2010
Wells Fargo November 2003 - January 2004
Genentech September 2003 - December 2003
Medem March 2003 - September 2003
QuantumShift July 1999 - July 2002
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1979 — 1985
Master of Science (MS), Mechanical Engineering
California Bank & Trust February 2012 - Present
California Bank & Trust July 2005 - February 2012
IronStone Bank March 2003 - July 2005
Wells Fargo February 2001 - April 2003
Skills
Commercial Lending, Credit, Loans, Banking, Small Business Lending, Systems Management, Project Management, Risk Management, Retail Banking
Education
UCSD 2012 — 2014
Project Management
National University 2004 — 2007
Bachelors Degree, Business Admin
Wells Fargo January 2011 - Present
Wells Fargo November 2005 - June 2011
Tosco Corporation 2000 - 2005
ConocoPhillips 2000 - 2005
Education
National University 1980 — 1983
BBA, Accounting
Wells Fargo February 2013 - Present
Wells Fargo January 2001 - April 2012
Wells Fargo Home Mortgage January 1999 - December 2000
Wells Fargo September 1994 - January 1999
Skills
Project Management, Project Teams, Change Management, Analytical Skills, Team Leadership, Strategic Planning, Process Improvement, Cross-functional Team..., Learning Management..., Virtual Teams, Business Analysis, Training, Instructor-led Training, Virtual Training, SharePoint, Visio, PowerPoint, Microsoft Excel, MS Project, MS Excel Pivot Tables, Windows 7
Education
National University 2002 — 2004
Bachelor of Business Administration (BBA)
University of California, San Diego 1971 — 1974
Wells Fargo July 2010 - Present
Jackson Hewitt Tax Service January 2010 - April 2010
Wells Fargo June 2008 - May 2009
Ernst & Young - Singapore March 2007 - September 2007
PricewaterhouseCoopers - Singapore August 1999 - September 2002
Skills
Auditing, Accounting, Due Diligence, Finance, Internal Controls, Tax
Education
National University of Singapore
Bachelor, Business Administration; Finance (Major)
State of California
CPA
Temasek Polytechnic
Associate Degree, Accounting and Finance
Wells Fargo August 2014 - Present
Marv Rich Media Services April 2010 - Present
Wells Fargo May 2013 - August 2014
Wells Fargo Bank January 2012 - May 2013
Wells Fargo Bank November 2010 - January 2012
Philadelphia Federal Credit Union May 2009 - April 2010
Penn Distributors June 2007 - November 2009
Skills
Customer Service, Leadership, Training, Project Management, Team Leadership, Banking, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Microsoft Office, Public Speaking, Social Media, Data Entry, Notary Public, Series 6, Licensed Life Insurance..., Business Development, Advertising, Event Planning, Sales, Team Building, Marketing, Community Outreach, Finance, Credit, Social Networking, Loans, Nonprofits, Management, Budgets, Time Management, Fundraising, Mortgage Lending, Financial Services
Education
Neumann University 2003 — 2008
Bachelor of Science, Business Administration
Monsignor Bonner High School 1999 — 2003
Diploma, General Studies
County of San Diego Planning and Development Services 2015 - Present
County of San Diego Health and Human Services Agency May 2014 - May 2015
County of San Diego January 2014 - June 2014
County of San Diego Planning and Development Services September 2012 - January 2014
G8 Design & Development Inc. August 2010 - September 2012
Wells Fargo August 2008 - September 2010
Skills
GIS, Policy, Research, Community Development, Customer Service, Zoning, Environmental Policy, Microsoft Excel, Community Outreach, Land Use Planning, Local Government, Public Policy, Urban Planning, Policy Analysis, ArcGIS, Environmental Planning, Spatial Analysis, LEED, Sustainable Design, Accela, Building Permits, CEQA
Education
National University 2015 — 2016
Master of Public Administration (M.P.A.), City/Urban, Community and Regional Planning, Organizational leadership
UCSD 2010 — 2013
Bachelor of Arts (B.A.), Urban Studies and City Planning
San Diego Mesa College 2013 — 2014
Certificate of Performance - GIS technician, Geographic Information Science and Cartography
San Diego County Regional Occupational Program and Poway Unified School District 2005 — 2005
Drafting/Computer Aided, Architectural Drafting and Architectural CAD/CADD
Wells Fargo 2014 - Present
The Princeton Review March 2012 - November 2014
Bank of America February 2011 - February 2012
Skills
Admissions
Education
University of Phoenix 2009 — 2010
Master's degree, Business Administration and Management, General
Nebraska Wesleyan University 2000 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Union Bank February 1998 - Present
Wells Fargo April 1992 - January 1998
Skills
Cash Management, Commercial Banking, Treasury Management
Education
National University 1997 — 2000
Bachelor of Arts (B.A.), Interdisciplinary Studies
Wells Fargo October 2015 - Present
Bank of America August 2014 - August 2015
Bank of America February 2012 - August 2014
Bank of America May 2009 - February 2012
Bank of America March 2008 - November 2008
Discovery Channel October 2007 - January 2008
World Presidents' Organization December 2005 - September 2007
Mark Russell and Associates 2003 - 2005
Eric Mower and Associates February 2002 - January 2003
Skills
Marketing, Project Management, Management, Client Relations Skills, Cross-functional Team..., Process Improvement, Competitive Analysis, Operations Management, Project Planning, E-commerce, Customer Service, Analysis, Retail, PowerPoint, Strategic Planning, Digital Media, Business Analysis, Account Management, Banking, Marketing Strategy, Team Building, Business Process..., Marketing Communications
Education
Nazareth College of Rochester
BS, Business Administration
Prudential California Realty March 2003 - Present
Mission Federal Credit Union April 2005 - November 2006
Mission Federal Credit Union 2002 - 2005
California Bank & Trust 2000 - 2002
Wells Fargo 1994 - 2000
Wells Fargo 1991 - 1996
Skills
CRM, Short Sales, Foreclosures, Seniors, Negotiation, Property Management, REO, Vacation Homes, 1031 Exchanges, Relocation, Leases, Real Estate, Listings, Listing Homes, Luxury, Mortgage Lending, Single Family Homes, Residential Mortgages, Home Staging, Customer Service, Relocation Buyers, Real Estate Transactions, Loans, Condos, Townhomes, First Time Home Buyers, Move Up Buyers, Mortgage Banking, Commercial Real Estate, Property, Income Properties, Seller Representation, Sellers, Real Property, Real Estate Financing, Brokerage, Investors, National Association of..., HUD, Waterfront, New Homes, FHA, ABR, Rentals, Buyers, Buyer Representation, Loan Origination, Resellers, SFR, Investments
Education
National University 2000 — 2001
Master of Arts, Business Management
San Diego State University 1989 — 1994
Bachelor of Science, Business Administration; Finance
San Diego State University- Extended Studies
Certificate, Project Management from PMI
Society for Human Resource Management
Certificate, SHRM Learning System
Wells Fargo June 2011 - Present
Historic Milwaukee, Inc. January 2012 - Present
City of Glendale, Wisconsin April 2010 - Present
LISC Milwaukee-Advisory Board January 2013 - Present
Urban Ecology Center January 2013 - Present
Social Development Foundation (SDF) January 2011 - January 2014
M&I Bank November 2008 - June 2011
M&I Trust Co., N.A. 2003 - 2008
Skills
Community Development, Community Outreach, Reputation Management, Project Management, Public Speaking, Government Relations, Local Government, Nonprofits, Community Engagement, Community Service, Leadership, Non-profit Board..., Board Governance, Public Affairs, Event Planning, Fundraising, Volunteer Management, Economic Development, Financial Education, Grants, Program Management, Politics, Administration, Management, Teaching, Policy, Strategic Planning, Non-profits
Education
University of Wisconsin-Whitewater 1997 — 2001
Finance
National University of Ireland, Galway 1999 — 2000
Irish History
Huntington Ingalls Industries, Inc. March 2011 - Present
Northrop Grumman Corporation July 2007 - March 2011
Wells Fargo July 2006 - July 2007
Wells Fargo June 2005 - July 2006
Wells Fargo March 2003 - June 2005
Skills
Systems Engineering, Navy, Requirements Management, Process Improvement, Integration, Requirements Analysis, Quality Assurance, Program Management, System Design, DoD, Visio, Six Sigma, Testing, Proposal Writing, MS Project, Engineering, Earned Value Management, Military, Configuration Management, Security Clearance, CMMI, System Architecture, Engineering Management, C4ISR, Defense, Project Management, Project Planning, Human Factors..., Government Contracting, Risk Management, Technical Writing, Requirements Gathering, System Requirements, Security, DoDAF, Government
Education
Naval Postgraduate School 2009 — 2011
Masters of Science, Systems Engineering
University of Alabama 1997 — 2001
Bachelor's, Psychology
Baylor College of Medicine August 2013 - Present
Bank of America Merrill Lynch June 2010 - November 2010
Citigroup July 2003 - March 2010
Wells Fargo May 2002 - August 2002
Skills
Investment Banking, Capital Markets, Financial Analysis, Valuation, Recruiting, Finance, Bloomberg, Fixed Income, Financial Modeling, Commercial Banking
Education
The University of Texas at Austin 1999 — 2003
BBA
National University of Singapore 2001 — 2001
Business School Exchange Student
Westwood High School 1995 — 1999
Wells Fargo December 2014 - September 2015
GE Healthcare October 2013 - October 2014
Ken Kook Co, International Thermal Systems LLC March 2013 - October 2013
FedEx October 2010 - February 2013
Penta Technologies Inc March 2008 - May 2010
New Resources Consultants, Inc. May 2004 - March 2008
GE Healthcare April 2000 - May 2004
New Resources Corporation May 1995 - April 2000
State Institute of Lift Machines, Lviv, Ukraine February 1966 - July 1994
Skills
SQL, Software Development, C#, Agile Methodologies, XML, Microsoft SQL Server, .NET, JavaScript, SDLC, SOA, T-SQL, Analysis, Requirements Analysis, Oracle, Database Design, Java, DotNetNuke, Software Project..., Business Analysis, Business Intelligence, Web Services, ASP.NET, DB2, Scrum, Visual Studio, Data Warehousing, Databases, Enterprise Architecture, Integration, Web Applications, IIS, Visio, PL/SQL, Unix
Education
National University 'Ivan Franko' , Lviv 1960 — 1966
MSD, Applied Mathematics
Advance Auto Parts November 2010 - April 2015
MC Dean March 2009 - July 2010
Wells Fargo Bank September 2000 - January 2008
Wells Fargo 2000 - 2008
Wells Fargo Services Company 2000 - 2004
Self-employed October 1995 - September 2000
Skills
Firewalls, Cisco Technologies, Network Security, TCP/IP, Security, Switches, Network Design, WAN, Troubleshooting, Routers, Servers, Load Balancing, Networking, Information Security, Operating Systems, Cisco Routers, Computer Security, Data Center, LAN-WAN, Cisco Nexus, Network Engineering, VPN, Routing, Software Installation, Network Architecture, BGP, DNS, CCNA, DHCP, Cisco IOS, Network Administration
Education
National University 1985 — 1987
Bachelor of Science, Computer Science
Pacira Pharmaceuticals, Inc. February 2015 - Present
Glanbia March 2014 - September 2014
Wells Fargo April 2012 - December 2013
Wells Fargo December 2011 - March 2012
Suna Solutions March 2011 - June 2011
Skills
Data Entry, Human Resources, Time Management, Interviews, Microsoft Word, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Training, Recruiting, Employee Benefits, Public Speaking, Research, Event Planning, SAP HR, Learning Management..., Paychex, VANA Workforce
Education
University of California, San Diego 2007 — 2011
Bachelor of Arts, Psychology
University of Southern California
Master of Science (M.S.), Applied Psychology
National University
Certificate Program, Human Resource Management
County of San Diego June 2014 - Present
Onward Healthcare August 2013 - May 2014
Chase February 2012 - August 2013
Wells Fargo May 2006 - December 2009
Skills
Loans, Credit, Mortgage Lending, Consumer Lending, Banking, Loan Origination, Mortgage Banking, Small Business Lending, Lines Of Credit, Credit Analysis, Retail Banking, Home Equity Lines of..., Commercial Lending, Cross Selling, Teller Operations, Commercial Banking, Home Equity Loans, Refinance, Home Equity, Training and Development, Human Resources, Mentoring Of Staff, Customer Service, Customer Retention, Employee Relations, Public Relations, Public Speaking, Presentation Development, Microsoft Office, Schedule Control, Inventory Control, Data Entry, Education, Consulting, Recruiting, Sourcing, ADP Payroll, Contract Negotiation, Contract Management, Employee Benefits, Interview Preparation, Interviews, Staff Retention, Sales
Education
National University 2011 — 2012
Master of Public Administration (M.P.A.), Specialization in Human Resource Management, 3.65 GPA
San Diego State University-California State University 2003 — 2010
Bachelor of Arts (B.A.), Public Administration
John Baylor Test Prep 2012 - Present
Wells Fargo January 2004 - March 2006
Gallup 1999 - 2004
Skills
Teaching, Leadership, Public Speaking, Editing, Microsoft Office, Microsoft Excel, PowerPoint, Budgets, Event Planning, Team Building, Microsoft Word, Program Management, Team Leadership, ACT prep, Customer Service, English, Research, Outlook, Project Management, Marketing Strategy, Social Media, Fundraising, Training, Social Media Marketing, Strategic Planning, Nonprofits, Event Management, Marketing, Public Relations, Sales, Coaching
Education
Nebraska Wesleyan University 2004 — 2005
Bachelor's degree, Business Administration
University of Nebraska-Lincoln 2001 — 2004
Actuarial Science
Wells Fargo Insurance Services August 2013 - Present
Wells Fargo March 2011 - August 2013
America's Finest Carpet Company June 2010 - April 2011
Harmonium Inc. June 2009 - June 2010
Wells Fargo June 2008 - June 2009
La Mesa Spring Valley School District September 2006 - January 2008
Gap Inc. September 2004 - August 2006
Skills
Customer Service, Banking, Credit, Insurance, Financial Services, Sales, Account Management, Customer Satisfaction, Management, Loans
Education
National University 2011 — 2015
Master of Business Administration (MBA), Marketing, 3.5
San Diego State University-California State University 2005 — 2010
BS, Recreation and Tourism Managment, Systems Managment
Santiago High School 2001 — 2005
High Honors, 3.8
Cyrus Jaffery- State Farm November 2013 - Present
Wells Fargo Home Mortgage January 2013 - December 2013
Wells Fargo May 2010 - January 2013
Hertz June 2009 - May 2010
Skills
Banking, Credit, Customer Service, Insurance, Loans, Mortgage Lending, Finance, Sales, Refinance, Retirement Planning, Consumer Lending, Investments, Series 63, Commercial Lending, Retail Banking, Marketing, Financial Services, Risk Management, Lines Of Credit, Cross Selling, Strategic Financial..., Residential Mortgages, Portfolio Management, Mutual Funds, Microsoft Excel, Life Insurance, Financial Modeling, Microsoft Word, Fixed Annuities, Credit Cards
Education
Nebraska Wesleyan University 2006 — 2010
Bachelor's degree, Political Science and Government
Millard North High school 2002 — 2006
Mercedes Benz of Texarkana June 2015 - Present
Wells Fargo January 2015 - June 2015
DSS Research March 2013 - July 2013
JPMorgan Chase & Co. August 2010 - September 2012
Fidelity Investments January 2005 - August 2006
Skills
Sales, Customer Service, Financial Services, Marketing, Social Media, Leadership, Banking, Microsoft Excel, Teamwork, Social Networking
Education
Sam Houston State University 2003 — 2004
Spanish
Navarro College 2000 — 2001
Journalism
Wells Fargo December 2014 - Present
Wells Fargo January 2011 - December 2014
Wells Fargo Bank February 2005 - January 2011
Skills
CRM, Risk Management, Start-ups, Loans, Business Development, Portfolio Management, Relationship Management, Financial Services, Investments, E-commerce, Retail Banking, Sales, New Business Development, Banking, Commercial Lending, Credit, Networking, Consumer Lending, Small Business, Finance, Consulting
Education
National University 2010 — 2012
Masters, Business Administration
Red 5 Studios March 2014 - Present
Mercury Technology Group May 2012 - January 2014
Apple January 2011 - March 2012
Wells Fargo May 2008 - January 2011
Verizon Wireless January 1996 - January 2008
Skills
Cloud Computing, Amazon Web Services..., OpenStack, Red Hat Linux, Linux, Chef, Puppet, Open Source, Ruby, Python, Perl, Servers, Deployment, Solaris, DNS, Operating Systems, Data Center, Disaster Recovery, High Availability, System Administration, Security, Nagios, Oracle, Oracle SQL, Mac OS X, TCP/IP, iOS, Automation, BSD, Unix Shell Scripting, Storage, Network Security, AIX, Hardware, Apache, SAN, Virtualization, Network Administration, System Architecture, Multi-site, Technical Leadership, Server Architecture, Firewalls, NFS, Unix, System Deployment, Bash, IBM AIX
Education
Stanford University 1976 — 1978
B.S. Mathematical Sciences (partial), Computer Science, Engineering, Mathematics, Probability/Statistics
National University 1982 — 1984
B.A., Behavioral Sciences
Progressive Insurance August 2015 - Present
Wells Fargo July 2014 - April 2015
Wells Fargo March 2003 - April 2015
Wells Fargo June 2011 - July 2014
Wells Fargo March 2010 - June 2011
Wells Fargo July 2008 - March 2010
Skills
Loans, Small Business Lending, Commercial Lending, Credit, Consumer Lending, Banking, Commercial Banking, Retail Banking, Credit Analysis, Lines Of Credit, Sales, Graphic Design, Adobe Creative Suite, Photoshop, Illustrator, InDesign, Flash, Avid, Video Editing, Final Cut Pro, Merchant Services, Bass Fishing, Microsoft Office, Microsoft CRM, Microsoft Dynamics, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Relationship Management, Portfolio Management, Mortgage Lending, Loan Origination, Cross Selling
Education
University of California, San Diego 2014 — 2014
Accounting
National University 2004 — 2007
Bachelor’s Degree, Graphic Design
Wells Fargo July 2008 - Present
Sacramento Public Library January 2007 - February 2008
Intel Corporation May 2005 - December 2006
California Department of Public Health January 2005 - May 2006
National University September 2001 - January 2004
Skills
•Excellent problem..., Fluent in English,...
Education
National University 2002 — 2004
Master's degree, Electronic Business
National University 2000 — 2002
Bachelor's degree, Information Technology
Synergy One Lending June 2015 - Present
iServe Residential Lending August 2012 - May 2013
Wells Fargo August 2011 - August 2012
Financial Freedom 2006 - 2009
HG Fenton 2006 - 2006
Skills
FHA, Refinance, Mortgage Lending, Mortgage Banking, Loans, Loan Origination, VA loans, Real Estate, USDA, Credit, Credit Analysis, Underwriting, Customer Service, Financial Analysis, Sales, Marketing, Budgets, Sales Management, Strategic Planning, Leadership
Education
National University 2010 — 2015
Master of Business Administration (M.B.A.)
Bath & Body Works May 2015 - Present
Bath & Body Works 2000 - Present
Wells Fargo December 2010 - September 2012
Skills
Retail Sales, Retail Marketing, Sales Management, Sales, Marketing Strategy, Store Management, Store Operations, New Store Planning, New Store Set Up, Retail Banking, Retail, Loss Prevention, Driving Results, Driven By Results
Education
Nebraska Wesleyan University 2000 — 2005
Bachelor of Science, Sociology & Psychology
Wells Fargo September 2015 - Present
United States Marine Corps October 2013 - September 2015
United States Marine Corps February 2011 - October 2013
United States Marine Corps February 2010 - February 2011
United States Marine Corps June 2008 - February 2010
Skills
Management, Team Building, Team Motivation, Leadership Development, Problem Solving, Conflict Resolution, Command & Control, Logistics, Physical Security, Active DoD Secret..., Trainer, Mentor, Cross-Training, Self-Development, Military, Communication, Active Listening, Judgement, Organizational Skills, Time Management, Analytical Skills, Public Speaking, Enthusiasm, High degree of..., Commitment, Integrity, Operational Planning, Combat, Weapons, Training, Tactics, Military Experience, Military Operations, Leadership, Security Clearance, Mentoring
Education
National University 2014 — 2017
Currently Pursuing Bachelor of Business Administration (BBA), Finance, General, GPA 3.9 (90 Quarter Units)
Magna Vista High School 2004 — 2008
High School Diploma
Wells Fargo December 2014 - Present
Wells Fargo April 2013 - December 2014
Wells Fargo January 2005 - April 2013
Wells Fargo 1999 - 2004
Wells Fargo 1996 - 1999
Skills
Banking, Retail Banking, Management, Business Coaching, Operational Excellence, Training Facilitation, Meeting Planning, Customer Service, Sales Management, Employee Training, Leadership, Training
Education
National University 2007 — 2009
Bachelor of Science (B.S.), Organizational Leadership
Regus November 2014 - Present
BenefitMall (Formerly known as CompuPay) August 2013 - November 2014
Paychex August 2004 - July 2013
County of San Diego January 2001 - April 2004
Wells Fargo 1999 - 2003
Education
San Diego State University-California State University 1997 — 2003
B.A., Public Administration
National University 2004 — 2005
Masters of Business Administration
Steren Electronics LLC November 2000 - Present
Madcats March 1996 - October 1998
Wells Fargo February 1979 - February 1996
Skills
Product Management, ERP, Cross-functional Team..., MRP, Forecasting, JD Edwards, Inventory Management, Process Improvement, Lean Manufacturing, Supply Chain, Purchasing, Supply Chain Management
Education
National University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
National University
Master of Business Administration (MBA), Accounting and Finance, Not finished
Wells Fargo June 2013 - November 2013
MetLife June 2007 - April 2013
HSBC June 2000 - December 2006
MetLife June 1992 - May 2000
Skills
Sales, Negotiation, Strategic Planning, Financial Analysis, Financial Advisory, Life Insurance, Insurance Law, Policy Review, Strategic Influence, Large Budget Management, Customer Service, Data Analysis, Investments, Inductive Reasoning, Long-term Customer..., Health Insurance, Underwriting, Property & Casualty..., Disability Insurance, Marketing, Insurance, Sales Management
Education
Naugatuck Valley Community College
Norcom Mortgage Closing SpecialistWilliam Raveis-Real Estate, Mortgage, InsuranceNovember 2009 - August 2010
Wells Fargo December 2000 - March 2009
Education
Naugatuck Valley Community College 1992 — 1994
Associate's degree, Business Administration and Management, General
San Diego Private Bank OwnerArturo Mora InterpretingJune 2000 - December 2012
Wells Fargo 1996 - 1998
Skills
Microsoft Word, Microsoft Excel, English, Customer Service, Microsoft Office, PowerPoint, Notary Public, Banking, Team Building, Management, Sales, Negotiation, Leadership, Strategic Planning
Education
National University 1994 — 1996
Bachelor of Arts (B.A.), Business Administration and Management, General
Colegio La Paz
Southwestern College
Associate of Arts and Sciences (A.A.S.), Electrical and Electronics Engineering
Symantec July 2012 - Present
Apple March 2012 - July 2012
Symantec October 2011 - April 2012
Walmart.com July 2010 - October 2011
Wells Fargo July 2009 - July 2010
Device Anywhere May 2008 - July 2009
iPass March 2007 - March 2008
KLA-Tencor July 2002 - January 2007
Intraware December 2000 - January 2002
Skills
Selenium Web Driver, Selenium RC, Selenium IDE, Test Automation, Mobile Applications, Mobile Devices, QTP, Agile, Software Quality..., UAT, UAT coordination, Performance Testing, Quality Management, Test Planning, Waterfall, Scrum, Quality Center, Grasshopper, JIRA, SPOT, Radar, Mobile Software, GSM, CDMA, PL/SQL, Python, Oracle, HTML/XML, Project Planning, Project Coordination, Software Project..., Pivotal Tracker, Retail Software, LoadRunner, Business Analysis, Process Improvement, Agile Testing, Test Strategy, Agile Methodologies, Manual Testing, Quality Assurance, Web Applications, Integration, Bugzilla, Performance Engineering, Black Box Testing, Software Development, Perforce, Java, E-commerce
Education
National University 2001 — 2004
Bachelor of Science, Information Technology
Red Door IT Partners, INC September 2015 - Present
Wells Fargo Advisors October 2013 - June 2015
Pearl Wealth Management February 2012 - October 2013
LPL Finanical February 2012 - October 2013
First Northern Bank 2002 - 2012
AXA Advisors 2000 - 2002
The Money Store 1997 - 2000
Wells Fargo 1990 - 1997
Skills
Investments, Securities, Financial Advisory, Investment Advisory, Series 7, Retirement Planning, Wealth Management, Finance, Portfolio Management, Asset Management, Mutual Funds, Asset Allocation, Retirement, Small Business, Investment Strategies, 401k, FINRA, Health In, C#, Java, HTML5, Management, Insurance, Risk Management, Financial Planning, Strategy, Strategic Planning
Education
National University
Bachelor of Science (BS), Information Technology
GEICO January 2014 - Present
Wells Fargo April 2009 - December 2013
Pilot Freight Services May 2007 - November 2008
Pratt & Whitney; A United Technologies Company September 2005 - August 2006
Met-L-Test; Non Destructive Testing Facility May 2005 - September 2005
Skills
Financial Analysis, Microsoft Excel, Training, Relationship Management, Microsoft Office, Process Improvement, Customer Service, Microsoft Word, PowerPoint, Sales, Strategic Planning, Human Resources, Team Leadership, Budgets
Education
National University of Singapore 2006 — 2006
Political Science, Cultural Studies
The University of Connecticut School of Business 2002 — 2006
Bachelor's, International Business Management
Hewlett-Packard 2012 - Present
TessaTan@yahoo.com 2012 - Present
Genentech 2012 - 2012
Cisco Systems 2012 - 2012
Wells Fargo 2001 - 2012
Compaq Computer Corporation 2000 - 2001
Digital Equipment Corporation 1998 - 1999
Digital Equipment Corporation 1995 - 1997
CEVA Logistics (formerly Harper Group / Circle International ) 1991 - 1995
Skills
PMP, MBA, Business Analyst, Software Project..., Business Analysis, SDLC, SharePoint, Requirements Analysis, Vendor Management, Requirements Gathering, Business Requirements, Business Intelligence, Agile Project Management, Agile Methodologies, PMO, Business Process..., Program Management, Project Portfolio..., Gap Analysis, Process Improvement, Quality Assurance
Education
University of California, Berkeley
Certificate in Software Project Management
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Finance and Marketing
National University of Singapore / NUS
Bachelor of Science (B.Sc.), Biology, Chemistry; Mathematics, Computer Programming
Dell SonicWALL March 2013 - Present
UBS March 2014 - March 2014
Symantec October 2013 - December 2013
(CFE) Computers For Everyone August 2012 - December 2013
Unisys/Smartech April 2013 - April 2013
HobbyEngineering.com March 2013 - March 2013
Triumph Dining November 2012 - December 2012
Klub K9 Doggy Daycare October 2010 - August 2011
Advanced Equities June 2008 - February 2010
Wells Fargo May 2005 - June 2008
Skills
Technical Support, Customer Service, Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Team Leadership, Windows xp, windows 7, windows 8, vm ware
Education
National University 1995 — 1998
Bachelor of Science (B.Sc.), Information Technology, B-
Kearny High School 1970 — 1972
Graduation (10 - 12), General, B-
Wells Fargo April 2014 - April 2015
State of Maryland, Office of Capital Budgeting January 2014 - April 2014
Federal Trade Commission - Bureau of Competition June 2012 - August 2012
Skills
Microsoft Word, MS Excel w/ Pivot Tables, MS Access, MS Project, Public Financial..., Research, Critical Thinking, Public Policy, Strategic and..., Business Objects, SAS, Microsoft Excel, Analysis, Nonprofits, Management, Access, Project Management, Microsoft Office, Budgets, Strategic Planning, Customer Service, Financial Analysis, Event Planning
Education
University of Baltimore 2010 — 2013
Master of Public Administration (M.P.A.), Public Finance
Ner Israel Rabbinical College 2006 — 2012
Master's degree, Talmudic Law
Thomas Edison State College 2003 — 2006
Bachelors of Arts, Humanities/Humanistic Studies
Private Asset Management, Inc. January 2013 - Present
Corsair Associates June 1991 - Present
Cal State San Marcos January 2010 - October 2012
1st Pacific Bank July 2007 - October 2009
Pacific Western Bank July 2004 - July 2007
Business Backers Management Corp. July 1998 - January 2002
Wells Fargo January 1993 - April 1995
RSM McGladrey 1992 - 1993
Bank of California February 1989 - April 1991
Wells Fargo Bank January 1981 - January 1989
Skills
Banking, Fundraising, Loans, Team Building, Strategic Planning, Financial Analysis, New Business Development
Education
National University 1980 — 1981
MBA, Finance, General
Texas A&M University-Kingsville 1974 — 1976
BBA, Finance
Wells Fargo Services May 2002 - Present
Calif DMV ITM Project 2008 - 2008
Wells Fargo Bank 2002 - 2008
Wells Fargo 2002 - 2008
System Integrators, Inc, Sacramento 1984 - 1992
System Integrators Inc. 1984 - 1992
SII / Net-linx publishing solutions 1984 - 1992
Systems Integrators, Inc. 1984 - 1992
Skills
Program Management, Project Management, Requirements Analysis, Integration, Business Analysis, Risk Management, ITIL, SDLC, Strategic Planning
Education
Information Technology Infrastructure Library 2006 — 2006
Certificate - Foundation
Naval Postgraduate School 1992 — 1992
Certificate
University of Southern California 1978 — 1981
MS-SM
United States Naval Academy 1967 — 1972
Wells Fargo October 2014 - Present
Crown Castle March 2014 - October 2014
Wells Fargo March 2013 - March 2014
JDA Software January 2006 - January 2008
Amylin Pharmaceuticals March 2000 - August 2005
Skills
Certified MS Office..., SharePoint, Process Improvement, Document Management, Project Management, Business Process Mapping, Business Analysis, SharePoint Designer, Training, Software Documentation, Outlook, Microsoft Project, Microsoft Word, SharePoint 2007, SharePoint 2013, SharePoint 2010, Opentext
Education
National University
Bachelor of Arts (B.A.), History & Philosophy
San Diego Mesa College
Associate's degree, Business Administration and Management, General
Wells Fargo August 2011 - Present
Equity Services January 1996 - February 2010
Skills
Management, Mortgage Lending, Underwriting, Real Estate, Loss Mitigation, Real Estate Economics, Retail, Investors, Mortgage Banking, Loan Origination, FHA, Loans, Quality Assurance
Education
University of KwaZulu-Natal 1978 — 1980
Master, Urban Planning, Land Use, Economics
Nelson Mandela Metropolitan University 1974 — 1977
Bachelor, Building Science, Economics, Financial
Wells Fargo - Internet Services Group Performance/Domain ArchitectMacy'sOctober 2011 - July 2012
Wells Fargo 2001 - 2003
Excite@Home 1999 - 2001
Skills
Agile Methodologies, SOA, SDLC, Unix, Weblogic, Java Enterprise Edition, Enterprise Architecture, Web Applications, Requirements Analysis, XML, Spring, Websphere, Management, Software Project..., Web Services, Solution Architecture, Tomcat, Scrum, Hibernate, Integration, Architectures, Software Development, SOAP, Spring Framework, WebLogic, WebSphere
Education
University of California, Berkeley 1992 — 1995
BS, EECS
NED University of Engineering and Technology 1989 — 1989
Wells Fargo January 2014 - Present
Wells Fargo March 2011 - January 2014
Wells Fargo January 2008 - March 2011
Skills
Training, PowerPoint, Microsoft Excel, Outlook, Customer Service, Project Management, Event Planning, Sales Process, Treasury Management, Proposal Generation, Social Services, Elementary Education, Service Coordination, Banking, Commercial Banking, Credit Analysis, Relationship Management, Small Business Lending, Credit
Education
National University 2004 — 2006
Master of Arts (MA), Education
UCI 1997 — 2002
Bachelor of Arts (BA), Philosophy
JLL September 2015 - Present
IOMAX USA October 2011 - May 2015
National Contract Management Association July 2009 - June 2013
Wells Fargo October 2006 - May 2011
Bank of America April 2006 - October 2006
Continental Tire 2005 - 2006
Navy 1984 - 2004
Skills
Contract Management, Leadership, Process Improvement, Procurement, Supply Management, Strategic Sourcing, Six Sigma, Cross-functional Team..., Vendor Management, Contract Negotiation, Supply Chain Management, Sourcing, Team Building, Purchasing, Negotiation, Team Leadership, Training, Supply Chain, Inventory Management, Change Management, Outsourcing, Business Process..., Budgets, Recruiting, Strategic Planning, Executive Management, Project Management, Security Clearance, Logistics, Operations Management, Military, Analysis, Forecasting, Mergers & Acquisitions, Materials Management, Program Management, Strategy, Management, DoD, Business Planning, Risk Management, Project Planning, Continuous Improvement, Government, Facilities Management, Human Resources, Retail, Global Sourcing, Logistics Management, Process Scheduler
Education
Naval Postgraduate School
MS, Contracting and Financial Managment
University of Washington
BA, Business Administration
Bonneville Power Administration (BPA) October 2009 - Present
Cinetix Solutions April 2008 - April 2009
Various Companies May 2004 - March 2008
BMC Software December 2000 - April 2004
Wells Fargo 1998 - 2000
Pacific Bell Telephone 1985 - 1998
USAFR September 1985 - December 1994
USAF - SAC July 1972 - September 1985
Skills
CISA, CISSP, IT Audit, Information Security, Security, Computer Security, Information Assurance, Penetration Testing, Sarbanes-Oxley Act, NIST, Project Management, GLBA, HIPAA, Information Technology, Information Security..., Vulnerability Assessment, Business Continuity, PCI DSS
Education
National University 1983 — 1985
BBA, MIS
Wells Fargo Home Mortgage 2003 - Present
Wells Fargo Home Mortgage 2013 - 2013
Wells Fargo Home Consumer Finance Group 2006 - October 2011
Wells Fargo November 2003 - October 2011
Regis Corporation January 2000 - October 2003
Skills
Business Systems...
Education
National University 1982 — 1984
B.B.A., Business
Culver-Stockton College
English
RBS Citizens Group July 2011 - Present
Wells Fargo November 2009 - July 2011
DBI International Inc. May 2007 - October 2009
Time Warner Cable June 2004 - May 2007
Ingersoll Rand July 2002 - June 2004
Alstom Esca October 2001 - June 2002
Nextel Communications, Inc. May 1998 - September 2001
Oracle Corporation July 1994 - April 1998
Polytechnical University January 1990 - February 1994
Skills
Teradata, Erwin, SQL, Informix, Data Warehousing, Business Analysis, Business Requirements, Project Management, Data Modeling, Oracle HR
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute'
MS, Electrical Engineering
State University
BS, Applied Mathematics
Wells Fargo August 1997 - November 2011
Skills
Risk Management, Enterprise Risk..., CISSP, Information Security..., Risk Assessment, Information Security, Operational Risk..., Program Management, Security, Business Process..., Financial Risk, IT Management
Education
National University
DURECT Corporation January 2015 - Present
Durect, Oxigene November 2011 - December 2014
OXiGENE, Inc. March 2009 - December 2011
Neurogesx March 2007 - March 2009
Amgen Mountain View January 2006 - April 2007
Rinat Neurosciences (now part of Pfizer) 2004 - 2006
Rinat Neurosciences Corp. 2004 - 2006
Corgentech 2003 - 2004
CV Therapeutics 2002 - 2003
Wells Fargo 1997 - 1999
Skills
Clinical Trials, Clinical Development, Biostatistics, CRO, CDISC, Clinical Data Management, EDC, Biotechnology, Pharmaceutical Industry, Oncology, Regulatory Submissions, Clinical Study Design, GCP, SAS, CTMS, Clinical Research, Survival Analysis, SAS programming, Statistical Programming, Data Management, Medical Devices, IND, Drug Development, Neuroscience, Protocol, Clinical Operations, FDA, Infectious Diseases
Education
University of Southern California 1984 — 1986
MS
University of Massachusetts, Amherst 1982 — 1984
MS
National Taiwan University 1976 — 1980
BS
TFGHAA 1974 — 1976
High School diploma
Young Ming Middle School
Wells Fargo October 2008 - Present
The CIT Group/Equipment Financing, Inc. May 2007 - June 2008
FINOVA Capital Corporation May 1998 - April 2007
Skills
Commercial Lending, Loans, Asset Based Lending, Credit, Underwriting, Banking, Credit Analysis, Portfolio Management, Financial Analysis, Commercial Banking, Risk Management, Commercial Finance, Credit Risk
Education
Nebraska Wesleyan University 1991 — 1995
wells fargo November 2010 - Present
wells fargo financial January 1992 - November 2010
Skills
Mortgage Lending, Strategic Financial..., Credit, Consumer Lending, Loans, Banking, Commercial Banking, Loan Origination, Small Business Lending, Cross Selling, Leadership, Lines Of Credit, Financial Analysis, Credit Analysis, Commercial Lending, Relationship Management, Mortgage Banking, Management, FHA, Refinance, Residential Mortgages, Underwriting, Credit Risk, Finance, Financial Risk, Retail Banking, Risk Management, Process Improvement, Financial Services, Portfolio Management, Commercial Mortgages, Treasury Management, SBA, Cash Management, Home Equity Loans
Education
Nebraska Wesleyan University 1987 — 1991
Unisource Assembly Corporation June 2010 - Present
FMH Control Systems December 2003 - June 2010
Commonwealth Systems May 1994 - December 2003
Wells Fargo September 1988 - May 1994
Skills
Manufacturing, Electronics, PCB design, Leadership, Semiconductors, Mechanical Engineering, Engineering, Lean Manufacturing, Product Development, Automation, Cross-functional Team..., Continuous Improvement, Process Engineering, Root Cause Analysis, ISO, Sales, Customer Service, Process Improvement, Strategic Planning
Education
Nebraska Wesleyan University
B.S. Business Administration-Finance
Second Harvest Heartland April 2014 - Present
Bank of the West October 2012 - October 2013
Village Bank October 2010 - October 2012
Lake Area Bank September 2004 - October 2010
Bald Eagle Publications & Events May 1996 - January 2006
Wells Fargo September 1988 - May 1996
Skills
Banking, Customer Relations, Executive Management, Loans, Process Improvement, Strategic Planning, Coaching, Training, Marketing Communications, Community Involvement, Retail Banking, Small Business Banking, Customer Service..., Financial Regulation, Product Development, Product Marketing, Website Development, Event Planning, Advertising, Educational Seminars, Department Budget..., Procedure Manuals, Adult Education, Sales Management, Sales Leadership...
Education
Nebraska Wesleyan University
Bachelor of Science, Business Administration & Finance
Microsoft July 2002 - Present
Wells Fargo December 2001 - July 2002
Advanced Technologies Integration, Inc. January 2001 - December 2001
US Bank April 2000 - December 2000
Deutsche Bank January 1997 - March 2000
CHUCHEONG Co. Pte. Ltd. July 1992 - January 1997
Skills
Distributed Systems, Cloud Computing, C++, C#, TCP/IP, HTTP, Network Security, .NET, Java, Failover, Software Engineering, Software Project..., Protocol Stacks
Education
National University of Singapore 1998 — 1999
Master, Computer Science
Shanghai Jiao Tong University 1988 — 1992
Bachelor, Communication Engineering
Shanghai Jiao Tong University 1988 — 1992
Bachelor, International Trade
Wells Fargo October 1990 - Present
Skills
Business Analysis, Banking, SDLC, Project Management, Data Warehousing, Process Improvement, IT Management, Analysis, Consumer Lending, SQL, Business Continuity, Disaster Recovery
Education
National University
Northwest Nazarene University
BA, Applied Business Studies
Windermere Dunnigan Realtor June 2009 - Present
Wells Fargo July 2008 - Present
Sacramento Public Library February 2007 - February 2008
Intel May 2005 - December 2006
California Department of Health Service February 2004 - May 2005
National University July 2001 - February 2004
Education
National University 2003 — 2004
Master of Science, Electronic Business
National University 2002 — 2002
Bachelor of Science, Information Technology
JPMorgan Chase & Co. August 2014 - Present
JPMorgan Chase & Co. June 2012 - August 2014
JPMorgan Chase & Co. July 2009 - June 2012
Tribridge Holdings September 2008 - June 2009
JPMorgan Chase April 2007 - August 2008
Wells Fargo July 2006 - April 2007
JPMorgan Chase & Co. April 2004 - July 2006
JPMorgan Chase & Co. November 2002 - April 2004
Webster Green Apartment Homes June 2002 - November 2002
Forest Ridge Apartments October 2000 - June 2002
Skills
Credit, Loans, Mortgage Lending, Sales, Financial Analysis, Risk Management, Banking, Credit Analysis, Credit Risk, Finance, Consumer Lending
Education
Nazareth College 1995 — 1999
Bachelor's Degree, Business Administration and Management, General
Auburn High School 1991 — 1995
High School
Citibank July 2007 - Present
Wells Fargo March 2005 - July 2007
Education
National University 2006 — 2010
Carl Zeiss Vision December 2014 - Present
General Atomics Aeronautical Systems June 2014 - November 2014
VPSI, INC April 2012 - October 2013
Wells Fargo October 2010 - June 2011
Robert Half Finance & Accounting March 2010 - October 2010
National University September 2008 - November 2009
Wells Fargo Home Mortgage May 2002 - November 2007
SAS Scandinavian Airlines June 1998 - June 1999
School- Lyceum 23 September 1994 - June 1998
Skills
Mortgage Lending, Financial Accounting, Financial Analysis, US GAAP, Cost Accounting, Accounts Receivable, Accounts Payable, Account Reconciliation, Budget Forecasts, Russian, Microsoft Office, LPS, LIS, QuickBooks, Deltek
Education
National University 2008 — 2009
Master of Accountancy, Accounting, GPA 3.69
Immanuel Kant Federal Baltic University, Kaliningrad 1994 — 1998
Bachelor of Arts (BA), Education/Psychology, GPA 3.93
First Allied Securities, Inc. February 2015 - Present
First Allied Securities, Inc. October 2013 - February 2015
Western Financial Corporation September 2008 - September 2012
Wells Fargo May 2007 - September 2008
Sagient Research February 2005 - May 2007
Griffin, Mills & Long, LLC June 2003 - February 2005
Skills
Financial Analysis, Banking, Financial Modeling, Project Management, Customer Service
Education
San Diego State University-California State University
Bachelor of Arts (BA), Economics
National University
Master of Business Administration (MBA), Finance
Wells Fargo November 2004 - Present
Solectron Technology 1998 - 2004
IBM 1979 - 1998
Education
State University of New York College at Potsdam 1976 — 1979
MA, Education, Mathematics
Nazareth College of Rochester 1973 — 1976
BA, Mathematics and Education
State of Oregon January 2015 - Present
UTi Worldwide January 2014 - October 2014
Umpqua Bank May 2013 - January 2014
Wells Fargo January 2012 - May 2013
Wells Fargo Bank June 2009 - January 2012
Nike January 2007 - March 2008
Nike December 2000 - December 2007
Intuit May 2000 - October 2000
LPL Financial March 1995 - May 2000
National University April 1993 - March 1995
Skills
Testing, Quality Assurance, Business Analysis, Visio, Agile Methodologies, Process Improvement, Requirements Gathering, Systems Analysis, Performance Testing, Microsoft SQL Server, Software Documentation, Troubleshooting, Change Management, Business Requirements, User Acceptance Testing, Software Quality..., Test Planning, PL/SQL, Technical Support, SDLC, Requirements Analysis, Integration, CRM, Agile Project Management, Siebel, Business Process, Software Development, Analysis, Waterfall, Supply Chain, Project Management, Gap Analysis, System Testing, Release Management, Data Migration, SharePoint, Software Project...
Education
National University 1991 — 1993
BSCS, Computer Science
Wells Fargo Business Development OfficerGreater Bay BankMay 2006 - December 2007
Education
National University 1998 — 2002
MBA, Finance
San Diego State University-California State University 1990 — 1996
BS, Physical Education
Wells Fargo January 2013 - Present
Recruit Networks LLC March 2011 - December 2012
Word & Brown February 2004 - March 2009
Option One Mortgage November 2002 - February 2004
Zeacom September 2002 - November 2002
Skills
Troubleshooting, Routing, VoIP, Management, Microsoft Excel, Software Documentation, Call Centers, IP PBX, Health Insurance, Team Leadership, Telecommunications, Account Management, Access, Networking, Telephony, Unified Messaging, Customer Service, Voice Mail, ACD
Education
National University 1992 — 1995
BA, Behavioral Science
Wells Fargo November 2014 - Present
Wells Fargo May 2014 - November 2014
Transitioned Naval Officer (Supply Corps) December 2013 - May 2014
US Navy May 1995 - December 2013
Naval Surface Forces - Atlantic 2010 - 2013
Naval Inventory Control Point April 2007 - May 2010
US Navy August 1987 - August 1991
Skills
Analysis, DoD, Operations Research, Navy, Data Analysis, Military, Security Clearance, Leadership, Statistics, Six Sigma, Data Mining, Operational Planning, Logistics, Military Experience, Military Operations, Command, Organizational..., Forecasting, Managerial Finance, National Security, Defense, Government Contracting, Top Secret, Military Logistics, Weapons, Financial Analysis, Financial Forecasting, Budgets, Financial Reporting, Financial Modeling, Internal Controls, Strategic Planning, Finance, Accounting
Education
Naval Postgraduate School 2005 — 2007
MS, Operations Research
State University of New York Maritime College 1991 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Northrop Grumman Corporation July 2012 - Present
Wells Fargo November 2000 - July 2012
Montgomery Mutual Insurance Co. February 1998 - October 2000
Structural Integrity June 1993 - February 1998
US Navy 1983 - 1993
Skills
Perl, C, SQL, Python, XML, Unix, SDLC, Software Development, Programming, JavaScript, PL/SQL
Education
National University 1990 — 1993
BS, Computer Science
TD Ameritrade December 2012 - Present
Private Wealth Management Firm May 2012 - January 2013
Chase Investment Services March 2009 - May 2012
Wells Fargo April 2005 - September 2008
Skills
Retirement Planning, Financial Planning, Series 7, Wealth Management, Investments, Portfolio Management, Financial Analysis, Strategic Financial..., Financial Modeling, Managerial Finance, MBA, Business Strategy, Marketing Strategy, Finance, Financial Planners, Investment Advisory, IRAs, Investment Strategies, Wealth, Financial Services, Investment Management, High Net Worth..., Financial Advisory, Asset Allocation, Wealth Management...
Education
National University 2005 — 2009
MBA, Business Administration
San Diego State University-California State University 1999 — 2001
Bachelor of Science, Finance
Wells Fargo Advisors, LLC, Industry Financial Services May 2015 - Present
Wells Fargo December 2013 - Present
Wells Fargo April 2012 - Present
Wells Fargo July 2009 - April 2012
Skills
Leadership, Sales, Multilingual, Time Management, Foreign Languages, English, Translation, Outlook, Fun, Training, Customer Service, Cross Selling, Branch Management, Finance, Cash Management, Relationship Management, Sales Operations, Financial Services, Team Leadership, Management, Team Building, Microsoft Word, Microsoft Excel, Coaching, Sales Management, PowerPoint, Retail, Social Networking, Leadership Development
Education
National University 2008 — 2012
Financial Management, Business
Centers for Medicare & Medicaid Services July 2013 - Present
Centers for Medicare & Medicaid Services June 2010 - July 2013
Wells Fargo May 2006 - June 2010
Skills
Budgeting, Financial Reporting, Policy, Financial Management, Financial Analysis, Analysis, Accounting, Access, Excel, Research, Microsoft Office, Strategic Planning, Healthcare, PowerPoint, Word, Government, Risk Management, Compliance, Program Management, Real Estate, Contract Management, Forecasting, Problem Solving, Procurement, Financial Planning, Business Management, Proposal Writing, Asset Management, Administration, Budgets, Asset Managment, Microsoft Excel, Management, Finance, Operations Management, Quality Assurance, Software Documentation, Data Analysis, Policy Analysis, Managerial Finance, Leadership, Microsoft Word, Team Building, Process Improvement, Contract Negotiation, Business Process, Requirements Analysis, Federal Government, Integration
Education
The Johns Hopkins University
Applied Economics
University of Maryland Baltimore County
Bachelors of Science, Financial Economics
Ner Israel Rabbinical College
Bachelors of Talmudic Law, Talmudic Law
State of Nebraska June 2013 - Present
Nebraska Wesleyan University September 2012 - Present
Wells Fargo August 2012 - June 2013
Wells Fargo August 2011 - August 2012
Sears Holdings Corporation June 2008 - August 2011
Skills
Recruiting, Human Resources, Customer Service, Leadership, Team Building, Microsoft Office, Coaching, Time Management, Event Planning, Employee Training
Education
Nebraska Wesleyan University 2004 — 2008
Bachelor of Science, Sport Management, Business Adminstration, Marketing
Wells Fargo 2007 - Present
IBM March 2000 - June 2005
Sysnet Pakistan July 1994 - June 1996
Skills
AIX, HACMP, PowerVM, SAN, Virtualization
Education
University of Houston
Master of Business Administration (MBA), Business Administration and Management, General, A
NED University of Engineering and Technology
Bachelor's degree, Computer Engineering
First National Bank of Omaha June 2015 - Present
Archer Cooperative Credit Union June 2012 - June 2015
Wells Fargo September 2011 - June 2012
Seim Irrigation & Well Drilling January 2004 - August 2011
Great Western Bank October 2010 - March 2011
Skills
Credit, Loans, Sales Management, Strategic Planning, Consumer Lending, Credit Analysis, Portfolio Management, Banking, Small Business Lending, Mortgage Lending, Retail Banking, Commercial Lending, Commercial Banking, Underwriting, Negotiation, FHA, Lines Of Credit, Refinance, Microsoft Office, Sales Presentations, Regulatory Compliance, Compliance Management, Bank Secrecy Act, Anti Money Laundering
Education
Nebraska Wesleyan University 2003 — 2007
Bachelors of Science, Business, Economics, and Finance
Grand Island Northwest High School 1999 — 2003
Poway Unified School District August 2000 - Present
San Diego Unified School District July 1993 - June 2000
Wells Fargo February 1988 - February 1992
Skills
Microsoft Office, Autodesk Revit, Autodesk Inventor, Adobe Creative Suite, Final Cut Express, HTML, Educational Technology, Staff Development, Tutoring, PowerPoint, Lesson Planning, K-12, Revit, Curriculum Design, Curriculum Development, Classroom
Education
National University 2005 — 2006
MA, Education
National University 1994 — 1995
BA, Mathematics
National University 1992 — 1993
Teaching Credential, Secondary Education and Teaching
University of San Diego 1983 — 1987
BBA, Business Administration
NewOak Capital January 2014 - Present
LenderLive Network, Inc. April 2013 - August 2013
Bank of America April 2012 - March 2013
TD Bank Group January 2012 - April 2012
Bank of America June 2010 - January 2012
Wells Fargo January 2001 - April 2009
Dance Instructor/Choreographer June 1988 - May 2008
Skills
Mortgage Underwriting, Conforming, Non-Conforming, Mortgage Lending, Mortgage Banking, Residential Mortgages, Dance, Dance Instruction, Hip Hop, Contemporary Dance, Choreography, Refinance, Credit Analysis, Portfolio Management, Home Equity Lines of..., Wholesale Lending, FHA, Risk Management, FHA financing, Mortgage Servicing, Loan Origination, Loans, Credit, Loan Servicing, Consumer Lending, Reverse Mortgages, Loss Mitigation, Construction Loans, Government Loans, Certified Mortgage..., Credit Risk, Commercial Lending, Real Estate Financing, Small Business Lending, Banking
Education
Naugatuck Valley Community College 1991 — 1993
Para Legal, Legal Assistant/Para Legal
Wells Fargo March 2007 - Present
Wells Fargo March 2007 - Present
US Navy March 2003 - Present
Navy Mobilization Processing Site San Diego 2008 - 2013
Skills
Loans, Mortgage Lending, Credit, Series 63, Mortgage Banking, Credit Analysis, Uniform Combined State..., Series 7, Consumer Lending, Small Business Lending, Loan Origination, Commercial Lending, Home Equity Lines of..., Wealth Management, Lines Of Credit, Home Equity Loans, Series 66, Credit Cards
Education
National University 2010 — 2014
University of the Philippines 1991 — 1996
Bachelor of Science (B.S.), Economics
Fidelity Investments July 2014 - Present
Fidelity Investments November 2012 - July 2014
Renaissance Financial Corp. July 2011 - June 2012
Wells Fargo July 2009 - December 2010
Skills
Strategic Financial..., Investments, Estate Planning, Portfolio Management, Series 7, Financial Planners, Finance, CRM, Strategic Planning, Succession Planning, Employee Benefits, Pensions, Start-ups, Retirement Planning, Budgets, Event Planning, Wealth Management, Retirement, Asset Allocation, Fixed Annuities
Education
Nebraska Wesleyan University 2004 — 2005
B.S., Sport Management
University of Nebraska-Lincoln 2002 — 2004
Citi March 2011 - Present
Morgan Stanley Smith Barney December 2009 - February 2010
Wells Fargo June 2006 - February 2009
Education
National University 1999 — 2003
Masters in Business Administration, Financial Management
San Diego State University-California State University 1990 — 1996
Batchelors of Science, Physical Education
Wells Fargo December 2014 - Present
Lancome January 2011 - April 2014
Royal Bank of Scotland June 2008 - August 2008
Skills
Multitasker, Customer Service, Employee Management, Teamwork, Marketing, Team Leadership, Market Research, Event Management, Budgets, Advertising, Team Management, Project Planning, Microsoft Office, Social Media Marketing, Analysis, Time Management, Project Management, Merchandising, Customer Satisfaction, Marketing Strategy, Marketing Communications
Education
National University of Computer and Emerging Sciences 2006 — 2010
Bachelor of Business Administration (BBA), Marketing
O.P.F College 1995 — 2003
U.S. Bank January 2011 - Present
Wells Fargo November 2009 - August 2010
Five Point Capital February 2008 - December 2008
Accredited Home Lenders February 2007 - February 2008
The Salvation Army June 2005 - February 2007
Green Tree Servicing LLC March 2000 - February 2005
GMAC Commercial Mortgage March 1993 - March 2000
Education
National University 1991 — 1992
Accounting, 3.6
Walsh University 1987 — 1988
Accounting, 4
Stark College 1986 — 1987
AS, Accounting; Accounting
Delhaize Group January 2014 - Present
The Hertz Corporation June 2013 - November 2013
Wells Fargo November 2011 - April 2013
Patni Computers Systems September 2008 - October 2009
Skills
Banking, User Acceptance Testing, Manual Testing, SDLC, Quality Center, SEPA, Financial Messaging, Swift Alliance, Bug Tracking, Waterfall, Test Cases, Test Planning, Regression Testing, Agile Methodologies, JIRA, Testing, Oracle, System Integration..., Quality Assurance, HP Quality Center, Business Requirements, Visio
Education
National University
Wells Fargo July 2010 - Present
Wells Fargo Home Mortgage June 2005 - June 2010
Catholic Health Initiatives November 2002 - May 2005
Education
Nebraska Wesleyan University 1988 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Northwestern College 1985 — 1988
Bachelor of Arts (BA), Business Administration and Management, General
Wells Fargo August 2002 - Present
Skills
Mortgage Lending, Loans, Refinance, Banking, Investment Properties, First Time Home Buyers, Real Estate, Real Estate Financing, Leadership, Customer Service, Real Estate Transactions, Team Building
Education
National University 2003 — 2008
Master of Arts (Counseling), Counseling Psychology
The University of Montana 1998 — 1999
Wells Fargo February 2014 - Present
QVC July 2013 - January 2014
JPMorgan Chase November 2012 - July 2013
Advance Auto Parts November 2011 - November 2012
Wellpoint Anthem June 2010 - September 2011
Skills
AIX Administration, Disaster Recovery, AIX, Red Hat Linux, Unix Shell Scripting, IBM AIX, Shell Scripting, SQL, Requirements Analysis, Linux
Education
National University 2007 — 2010
Master's degree, Computer Science
Dominick & Dominick LLC June 2013 - February 2014
Morgan Stanley March 2008 - December 2012
UBS August 2006 - March 2008
Bank of America May 2004 - August 2004
UBS March 2001 - March 2003
JPMorgan Chase July 1998 - December 2000
Wells Fargo August 1996 - May 1998
Skills
Fixed Income, Fixed Income Strategies, International Sales, Relative Value Trading, Credit, High Yield Bonds, Absolute Return, Emerging Markets, FX Spot, FX Swaps, FX Hedging, European Markets, Asset Allocation, Capital Markets, Risk Budgeting
Education
University of Wisconsin-Madison 2003 — 2005
Master of Business Administration (MBA), Investments and Securities
National University of Singapore 2005 — 2005
Master of Business Administration (MBA), International Finance
University of California, Santa Barbara 1991 — 1996
Bachelor of Arts (BA), Economics
The American University of Paris 1994 — 1994
European Studies/Civilization
N/A Assistant Branch ManagerChaseFebruary 2011 - November 2013
VSP Vision Care April 2008 - February 2011
Nordstrom.com August 2000 - March 2008
Wells Fargo July 2002 - January 2004
Spherion for Agilent Technologies March 2001 - July 2002
The Money Store September 1998 - October 2000
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Social Media, Event Planning
Education
National University 2008 — 2010
Bachelor of Arts (B.A.), History
Sacramento City College 2003 — 2007
Associate of Science (A.S.), General Science
Sacramento City College 2003 — 2007
Associate of Arts (A.A.), Social Sciences