Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Charles Schwab December 1996 - Present
Wells Fargo 1990 - 1996
Wells Fargo 1990 - 1996
Education
San Francisco State University 1994 — 2001
MBA, Marketing
San Diego State University-California State University 1984 — 1989
BS, Finance
AMN Healthcare October 2014 - Present
AMN Healthcare March 2014 - October 2014
AMN Healthcare January 2012 - February 2014
Prospect Mortgage, LLC December 2010 - November 2011
Wells Fargo May 2010 - December 2010
Wells Fargo December 2006 - May 2010
Skills
Time Management, Customer Service, Microsoft Excel, Sales, PowerPoint, Microsoft Office, Account Management, Employee Benefits, Leadership, Event Planning, Cold Calling, Finance, Employee Relations, Outlook, Social Networking, Applicant Tracking..., Salesforce.com, Training, Marketing Communications, Marketing
Education
San Diego State University-California State University 2006 — 2010
B.A, Economics
University of California, San Diego Extension 2011 — 2012
Professional Certificate, Human Resources
PagerDuty May 2015 - Present
Ipreo November 2014 - May 2015
Shareholder InSite, Inc. (Acquired by IPREO) August 2014 - November 2014
S&P Capital IQ January 2011 - August 2014
Wells Fargo June 2010 - December 2010
UBS March 2008 - August 2009
Skills
Wealth Management, Financial Modeling, Financial Analysis, Capital Markets, Equities, Fixed Income, Portfolio Management, Financial Markets, Valuation, Salesforce.com, Investments
Education
San Diego State University-California State University 2005 — 2009
Bachelor of Science, Finance
iMatrix June 2015 - Present
ProSites Inc. May 2014 - September 2015
Appstar financial 2013 - May 2014
wells fargo July 2010 - December 2013
IndyMac Federal Bank/ One West Bank August 2008 - July 2010
Skills
Loans, Mortgage Lending, Mortgage Banking, Investments, Wealth Management, Relationship Management, Finance, Retail Banking, Private Banking, Retirement Planning, Portfolio Management, Credit, Banking, Consumer Lending, Loan Origination, Financial Services, Financial Advisory, Equities, Branch Banking, Fixed Income, Sales, Deposits, Insurance
Education
San Diego State University-California State University 2000 — 2004
Bachelor of Science (BS), business marketing
Wells Fargo Bank February 2014 - Present
IL Casaro Pizzeria April 2014 - Present
Vicoletto Restaurant January 2008 - Present
Wells Fargo January 2005 - 2011
Skills
Sales, Customer Service, Marketing Strategy, Marketing, Management, Finance, Banking, Credit, Loans
Education
San Diego State University-California State University
Bachelors of Science in Business Administration, International Business
SDSU Finance & Investment Society May 2014 - Present
Associated Business Student Council May 2014 - Present
Wells Fargo May 2014 - Present
Associated Students Financial Affairs Committee January 2014 - Present
SDSU Finance & Investment Society December 2013 - May 2014
Associated Business Student Council May 2013 - May 2014
SDSU Finance & Investment Society May 2013 - December 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word
Education
San Diego State University-California State University 2012 — 2015
Bachelor of Science (BS), Business Administration: Finance
San Diego State University-California State University 2012 — 2015
Bachelor of Arts (BA), Economics: Specialization in Quantitative Analysis
Chase November 2014 - Present
Wells Fargo August 2013 - October 2014
Wells Fargo January 2013 - July 2013
Wells Fargo November 2011 - November 2012
U.S. Bank June 2010 - July 2011
Skills
Customer Service, Sales, Microsoft Excel, Credit, Financial Analysis, Loan Origination, Lines Of Credit, Investments, Sales Management, PowerPoint, Outlook, Marketing, Strategic Planning, Microsoft Word, Personal Banking, Business Analysis, Notary Public, Life Insurance, Series 6, Series 63, Banking, Finance, Financial Services, Management
Education
San Diego State University-California State University 2010 — 2015
Finance, General
Valhalla High School 2004 — 2008
Veritext Legal Solutions May 2014 - Present
Merrill Legal Solutions January 2008 - May 2014
ALC Legal Technology 2002 - 2007
Wells Fargo September 1991 - September 1998
Skills
Litigation, Salesforce.com, Court Reporting, Foreign Language..., ESI, Litigation Support, Managed Hosting, Document Review, Arbitration, CaseMap, Commercial Litigation, Trials, Document Management, Litigation Management, Outlook, Relativity, Computer Forensics, IPRO, Depositions, Civil Litigation, Corporate Law, LiveNote, Legal Assistance, Westlaw, Intellectual Property, Lexis, Legal Research, Legal Documents, Courts, EnCase, FTK, Records Management
Education
San Diego State University-California State University 1992 — 1995
BA, Public Administration
James Logan
Wells Fargo Merchant Services Group May 2010 - Present
Bank of America May 2008 - May 2009
Wells Fargo Home Mortgage July 2007 - October 2008
Wells Fargo Home Mortgage June 2003 - July 2007
Wells Fargo July 1999 - June 2003
Skills
Loans, Mortgage Lending, Credit, Mortgage Banking, Consumer Lending, Small Business Lending, Loan Origination, Banking, Relationship Management, Cross Selling, Management, Sales, Customer Service, Portfolio Management, Retail Banking, Leadership
Education
San Diego State University-California State University 2000 — 2003
Bachelor's Degree, Business Communications
A Fiancial Planning Company September 2013 - Present
US Bank December 2010 - May 2013
Wells Fargo February 2009 - December 2010
Westfield November 2004 - August 2008
Skills
Credit, Loans, Banking, Commercial Banking, Small Business Lending, Commercial Lending, Consumer Lending, Credit Analysis, Retail Banking, Mortgage Lending, Underwriting, Cross Selling, Mortgage Banking, Lines Of Credit, Relationship Management, Deposits, Cash Management, Credit Cards, Branch Management, Financial Services, Finance, Branch Banking, Wealth Management, Insurance, Financial Advisory, Executive Management, Financial Institutions, Internet Banking, Operational Risk
Education
San Diego State University-California State University 2010 — 2013
Bachelor's degree, Communication, General
San Diego State University-California State University
Bachelor's degree, Communication
Torrey Pines Bank August 2014 - Present
Wells Fargo January 2011 - Present
San Diego National Bank December 2009 - December 2010
Skills
Time Management, Management, Leadership, Banking, Sales, Loans, Investments, Credit, Credit Cards, Financial Analysis, Retail Banking
Education
San Diego State University-California State University 2008 — 2012
Bachelors of Arts and Sciences, Economics
Wells Fargo 2014 - Present
Education
San Diego State University-California State University 2013 — 2016
Loan Simple, Inc June 2013 - Present
Urban Lending Solutions November 2012 - May 2013
Wells Fargo August 2009 - September 2012
Citi August 2005 - August 2009
Skills
Finance, Credit Risk, Loans, Credit, Mortgage Lending, Commercial Lending, Loss Mitigation, Financial Analysis, Risk Management, Portfolio Management, Banking, Management, Credit Analysis, Conventional mortage..., Commercial Real Estate, Branch Management, FHA financing, USDA Rural Housing, Mortgage Underwriting, FHA Financing
Education
San Diego State University-California State University 2001 — 2005
Bachelor's of Science, Finance.
St. Mary's school. Nairobi. 1993 — 1996
Kilimani Juniour Academy. Nairobi, Kenya
First Citizens Bank August 2013 - Present
American Benefits Consultants November 2012 - July 2013
BBVA Compass June 2012 - November 2012
BBVA Compass November 2007 - June 2012
Wells Fargo March 2006 - November 2007
Wells Fargo February 2005 - March 2006
Discover Infinti October 2003 - February 2005
Skills
Cross Selling, Consumer Lending, Deposits, Branch Management, Retail Banking, Account Management, Relationship Management, Building Relationships, Referrals, Customer Service, Customer Retention, Customer Satisfaction, Resourceful..., Lines Of Credit, Commercial Banking, Mortgage Lending, Credit, Finance, Management
Education
San Diego State University-California State University 1999 — 2003
Bachelor of Arts, Communications
Versatile Information Products June 1999 - Present
Union Bank October 1994 - June 1999
Wells Fargo September 1987 - October 1994
Skills
Customer Service, Sales Process, Salesforce.com, Sales, Sales Management, Web Design, Training, Direct Sales, Marketing
Education
San Diego State University-California State University 1981 — 1985
Bachelor's Degree, Major : Ecnomics Minor : Finance
Corona Del Mar High School 1976 — 1979
Corporate Technologies LLC July 2013 - Present
Terminix International 2002 - 2012
The Home Depot August 2006 - March 2011
Wells Fargo May 2001 - June 2002
Skills
Closing Abilities, Sales Abilities, Commitment to Customer..., Customer Retention, Customer Oriented, Goal Oriented, Success Driven, Cold Calling, Leadership, Training, Troubleshooting, Problem Solving, Sales Process, Face-to-face, Listener, Self Management, Cross Selling, Solution Selling, Teamwork, Employee Loyalty, Building Customer..., Bad Debt, Collections, Negotiation, Inspection, Bids, Friendliness, Passion for Helping..., Passionate about work, Passion for Success, Pay Close Attention to..., Reliability, Consistency, Competitive, Asking Questions, Community Outreach, business to business, Following Up, Follow-through Skills, Time Management, Timelines, Management, Dependable Team Player, Sales, Customer Service, Team Building, Public Speaking
Education
UCSD 2013 — 2014
Certificate, Accounting
San Diego State University-California State University 1998 — 2001
Bachelor of Business Administration (B.B.A.), Accounting and Finance
JPMorgan Chase July 2014 - Present
Wells Fargo March 2013 - June 2014
Wells Fargo August 2011 - February 2013
Wireless Source Inc. June 2008 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Outlook, Teamwork, Sales, Retail, Marketing, Coaching, Data Entry, Marketing Strategy, Inventory Management, Team Leadership, Management, Team Building, Time Management
Education
San Diego State University-California State University 2010 — 2015
Bachelor of Arts (B.A.), Economics
Cloudera June 2014 - Present
Gazzang, Inc. December 2013 - May 2014
Edupoint Educational Systems, LLC September 2012 - November 2013
Wells Fargo August 2006 - September 2012
Kumon August 2003 - August 2006
Skills
Python, Linux, Java, Software Engineering, Software Development, Git, Unix, C, Agile Methodologies, C++, XML, Shell Scripting, Bash, SQL, Programming
Education
San Diego State University-California State University 2003 — 2006
Bachelor of Science (B.S.), Computational and Applied Mathematics
Stonegate Mortgage Corporation (NYSE: SGM) December 2013 - Present
Chase January 2012 - November 2013
Point Mortgage March 2010 - January 2012
Wells Fargo September 1997 - January 2008
Skills
Loss Mitigation, FHA financing, Short Sales, Foreclosures, Jumbo Mortgage, Mortgage Lending, Customer Service, Loans, Negotiation, Underwriting, First Time Home Buyers, Residential Homes, Government Loans, Mortgage Underwriting, Real Estate Financing, Investment Properties, Home Equity Loans, Home Equity Lines of..., Non-Conforming, REO, Banking, Credit
Education
San Diego State University-California State University 1992 — 1997
Bachelor's degree, Psychology
University of Notre Dame
Business, Management, Marketing, and Related Support Services
LPL Financial 2010 - Present
Medical Wealth Management January 2013 - Present
Merrill Lynch / Bank of America Investments November 2000 - January 2009
Wells Fargo 1995 - 2000
Skills
Investments, Insurance, Mutual Funds, Annuities, Alternative Investments, Retirement Planning, Fixed Annuities, Retirement, Financial Services, Strategic Financial..., Estate Planning, 401k, Finance, Financial Advisory, Leadership, Small Business, Portfolio Management, Hedge Funds, Securities, Mergers & Acquisitions, Equities, Financial Planning
Education
San Diego State University-California State University
Masters, Taxation
University of California, San Diego 1993 — 1997
BA, History & Psychology Double Major
Palm Springs High School 1990 — 1993
Palm Valley School
Wells Fargo October 2006 - Present
Skills
Accounting, Banking, Credit, Credit Analysis, Customer Service, Financial Accounting, Financial Analysis, Loans, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Cash Management, PowerPoint, Time Management, Finance, Leadership, Public Speaking
Education
San Diego State University-California State University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Inspire Charter Schools July 2014 - Present
Wells Fargo October 2002 - October 2005
Brook Furniture Rental September 1999 - October 2002
Essex Property Trust September 1995 - September 1999
Skills
Teaching, Students, Elementary Education, Charter Schools, Education, Training, Cross Selling, Marketing, Sales, Team Building, Account Management, Educational Technology, Relationship Marketing
Education
Cal State TEACH 2011 — 2013
Multiple Subject Credential, Teaching Credential
San Diego State University-California State University
Bachelor of Arts (B.A.), Psychology
Wells Fargo January 2013 - Present
Wells Fargo March 2006 - January 2013
Wells Fargo January 2004 - January 2006
Wells Fargo January 2002 - January 2004
Wells Fargo January 1995 - January 2002
Wells Fargo January 1994 - January 1995
Wells Fargo January 1992 - January 1994
Wells Fargo January 1990 - January 1992
Skills
Leadership, Process Improvement, Management, CRM, Training, Coaching, Strategic Planning, Vendor Management, Customer Experience, Business Analysis, PMO, Project Portfolio..., PMP, SDLC, Change Management, Organizational..., Talent Management, Curriculum Design, Data Analysis, Organizational...
Education
San Diego State University-California State University
Marketing/Psychology
San Diego State University-California State University
Marketing/Phsycology
Wells Fargo November 2014 - Present
Sigma Theta Psi Sorority Inc. Alpha Chapter December 2011 - Present
Connelly, Inc. September 2014 - November 2014
United Sorority & Fraternity Council April 2013 - May 2014
Regal Entertainment Group November 2008 - July 2011
Skills
Leadership, Team-oriented, Organizational Behavior, Public Speaking, Written & Oral..., Customer Service, Microsoft Office, Editing
Education
San Diego State University-California State University 2010 — 2014
Bachelor of Arts (B.A.), Anthropology
Golden Bridge Consulting, Inc. May 2013 - Present
Killion Industries, Inc. November 2013 - December 2014
Interrasant, Inc. January 2008 - December 2010
Strategic Operations March 2010 - August 2010
Wells Fargo June 2002 - August 2003
Skyline Exhibits San Diego May 1999 - March 2002
Skills
Project Management, Customer Service, QuickBooks, Salesforce.com, Office Administration, Event Planning, Vendor Management, Purchase Orders, Close Attention to..., Hands-on Training, Sales Operations, Accounts Payable, Payroll, Human Resources, Accurate Record Keeping, Sage 100 ERP, Retail Banking, Marketing Support, Trade Shows, Cash Handling Experience, General Administrative..., Sales Order Processing, Presentations, Data Entry, Learning Quickly, Problem Solving, Determination, Reliable, Proofreading, Rental Homes
Education
San Diego State University-California State University 2005 — 2010
French Language and Literature, Senior
Wells Fargo July 2006 - Present
Skills
Sales, Customer Service, Management, Leadership, Team Building, Time Management, Microsoft Word, Outlook, Operations Management, Teamwork, Banking, Public Speaking, Microsoft Excel
Education
San Diego State University-California State University 2002 — 2007
Bachelor's degree, Business Administration, Management and Operations
Integrity First Financial Group February 2014 - Present
Wells Fargo Home Mortgage May 2011 - Present
Wells Fargo March 2008 - May 2011
Skills
Data Analysis, Financial Transactions, Mortgage Banking
Education
San Diego State University-California State University 2011 — 2013
B.A. Business Administration, Finance
Misenhimer, Aivazian & Tennant, P.C. November 2014 - May 2015
Calvin R. Brock, CPA November 2012 - November 2014
Wells Fargo January 2006 - January 2011
Skills
Account Management, QuickBooks, Cash Management, Financial Reporting, Financial Statements, Accounting, Microsoft Excel, GAAP, Accounts Payable, Accounts Receivable, General Ledger, US GAAP, Account Reconciliation, Tax Preparation, Bank Reconciliation, Financial Accounting, Accruals, Payroll, Tax, Microsoft Word, Credit, PowerPoint, Tax Returns, Bookkeeping, Income Tax, Banking, Microsoft Office, Corporate Tax, Financial Analysis, Journal Entries
Education
CPA 2011 — 2012
San Diego State University-California State University 2005 — 2009
BA, Accounting
Wells Fargo June 2014 - Present
U.S. Bank February 2011 - May 2014
Skills
Credit Analysis, Mortgage Lending, Credit, Banking, Loans, Small Business Lending, Commercial Lending, Mortgage Banking, Portfolio Management, Loan Origination, Home Equity Lines of..., FHA, Finance, Residential Mortgages, Refinance
Education
San Diego State University-California State University
Accounting and Finance
Torrey Pines High School, Del Mar, CA
Bank of Southern California May 2008 - Present
Vistage 2012 - 2014
San Diego National Bank November 1998 - May 2008
FBOP Corporation 1998 - 2008
San Diego National Bank, now part of U.S. Bank 1998 - 2008
Home Savings of America November 1996 - November 1998
Wells Fargo 1996 - 1997
Skills
Cash Management, Banking, Commercial Banking, Retail Banking, Mergers, Acquisitions, Branch Banking, Business Development, Compliance, Loans
Education
University of Phoenix 1997 — 1999
BS, Business
San Diego State University-California State University 1989 — 1991
American Capital Home Loans February 2015 - Present
Wells Fargo June 2012 - January 2014
Bank of America September 1999 - June 2001
Wells Fargo February 1999 - September 1999
Wells Fargo Bank February 1997 - February 1999
Wells Fargo Bank August 1996 - February 1997
Wells Fargo Bank February 1994 - August 1996
Skills
Mortgage Lending, Commercial Banking, Credit, Investments, Portfolio Management, CRM, Business Development, Financial Analysis, Cash Management, Financial Services, Account Management, B2B, B2C, Solution Selling, Strategic Partnerships, Sales, Marketing, Management
Education
San Diego State University-California State University 1990 — 1995
Bachlor of Science in Business Administration
Wells Fargo December 2012 - Present
Wells Fargo October 2012 - December 2012
Wells Fargo August 2004 - October 2012
Bank of America August 2003 - August 2004
Wells Fargo August 1991 - August 2003
Skills
Leadership Development, Coaching, Performance Management, Organizational..., Succession Planning, Banking, Talent Management, Change Management, Performance Consulting, Employee Engagement, Organizational..., Process Improvement, Team Building, Credit, Risk Management, Training, Workshop Facilitation, Learning Management, Needs Analysis, Strategic Planning, Instructional Design, Mergers & Acquisitions, Leadership, Vendor Management, Training Delivery, Sales Management, Interviews, Recruiting, Strategy, Performance Improvement, Onboarding, Financial Services, Executive Coaching, Organizational Design, Analysis, Staff Development, Human Resources, Talent Acquisition, Personal Development, Workforce Planning, Employee Training, Employee Relations, Blended Learning, Sales, Career Development, Management Consulting, College Recruiting, Consulting, Personnel Management, Executive Management
Education
San Diego State University-California State University 1991 — 1996
BS, Business Administration emphasis on Management
Kinetic Concepts February 2014 - Present
Wells Fargo February 2013 - August 2013
Rays July 2012 - November 2012
Edwards Lifesciences September 1986 - February 2012
Pfizer June 1983 - September 1986
Skills
Operating Room, Cardiac Surgery, Capital Equipment, Intensive Care Units, Advanced Hemodynamics, Spin Selling, Educator, Pangea, High Risk Surgery, SPIN Selling, ICU, Negotiation, Medical Devices, Hemodynamic Monitoring, Critical Care, Radiology, Hospitals, Cardiology, Sales Operations, Physicians
Education
San Diego State University-California State University 1978 — 1983
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Stillwater Area High School 1976 — 1978
Wells Fargo Home Mortgage November 2013 - Present
Wells Fargo Home Mortgage June 2009 - November 2013
Wells Fargo 2001 - June 2009
Scient January 1998 - December 2000
Skills
Process Improvement, Recruiting, Change Management, Employee Benefits, Performance Management, Talent Management, Leadership, Banking, Human Resources, Coaching, Team Building, Employee Relations, Sourcing, Succession Planning, Training, Organizational..., Deferred Compensation, Management, Leadership Development, Organizational..., HR Consulting, Organizational Design, Management Consulting, CRM, Policy, Onboarding, Employee Engagement, Employment Law, Talent Acquisition, Strategic Planning
Education
Sonoma State University 1989 — 1990
Bachelor of Applied Science (B.A.Sc.), Psychology
San Diego State University-California State University 1985 — 1989
Psychology
Credit Suisse January 2015 - Present
J.P. Morgan April 2014 - January 2015
New York Life Insurance Company August 2013 - March 2014
TD Ameritrade October 2011 - July 2013
Wells Fargo July 2010 - October 2011
Skills
Accounting, Banking, Customer Service, Finance, Financial Analysis, Financial Services, Microsoft Excel, Sales, Sales Management, Strategic Financial...
Education
San Diego State University-California State University 2006 — 2010
Bachelor of Science (BS), Financial Planning and Services
Bank of America July 2014 - Present
BankofAmerica October 2012 - December 2013
Wells Fargo 2005 - 2011
Skills
SDLC, Business Analysis, Process Improvement, Vendor Management, Data Warehousing, Visio, Requirements Gathering, Unix, SQL, Management, Project Management, Requirements Analysis, Software Project..., Enterprise Architecture, Business Intelligence
Education
San Diego State University-California State University
Associate's degree, Computer Science
Goldman Sachs April 2015 - Present
Wells Fargo November 2014 - April 2015
Wells Fargo August 2012 - November 2014
Wells Fargo Bank September 2009 - July 2012
Citi April 2008 - September 2009
Washington Mutual July 2007 - April 2008
Washington Mutual August 2002 - June 2007
Washington Mutual December 2000 - August 2002
Education
San Diego State University-California State University 2002 — 2007
BA, Psychology
Universidad Antonio de Nebrija 2005 — 2005
Semester Abroad, Spanish
Lee & Associates August 2013 - Present
Newmark Grubb Knight Frank March 2009 - August 2013
CBRE August 2007 - March 2009
CBRE March 2005 - August 2007
Independent July 2000 - March 2005
Wells Fargo 2001 - 2002
Skills
Tenant Representation..., Global Corporate..., Lease Negotiation, Investment Purchase, Sale/Leaseback, Lease Restructure, Site Location, Financial Analysis, Consensus Building, Game Theory, Decision Making, Leading By Example, Connecting the Dots, Team Building, Being in the Moment, Public Speaking, Leases, Investments, Lease Negotiations, Investment Properties, Negotiation, Leadership, Sale-Leaseback, Real Estate, Disposition, Shopping Centers, Corporate Real Estate, Tenant, Commercial Real Estate, Tenant Representation, Lease Administration, Brokerage, Real Estate Economics, Location Intelligence, Landlords, Acquisitions, Office Tenant..., Retail Site Selection, Real Estate Financing, Selling, Commercial Leasing, Feasibility Studies, Property Management, Land Acquisition, Contract Negotiation, Real Estate Transactions, Real Estate Due..., Real Estate Development, Transaction Management, Portfolio Management
Education
San Diego State University-California State University 1998 — 2002
Economics
Singapore American School 1996 — 1998
High School Diploma
Seoul Foreign School 1995 — 1996
Cultural Diversity through immersion
Consulting Plus, Inc May 2010 - Present
Wells Fargo March 2000 - January 2004
Education
San Diego State University-California State University
BA, Economics, Liberal Arts
Wells Fargo December 2009 - Present
Hard Rock Hotel- San Diego (Float & 207) January 2008 - October 2010
Access Nurses October 2006 - June 2009
Country Jam USA, Inc December 2004 - September 2006
Northwestern Mutual Life September 2005 - May 2006
Skills
Cold Calling, Customer Service, Excel, PowerPoint, Word, Microsoft Word, Microsoft Excel, Finance, Sales, Mortgage Lending, Coaching, Leadership, Mortgage Banking, Management, Marketing, Social Media, Social Networking
Education
San Diego State University-California State University 2012 — 2015
MBA, Finance and Financial Management Services
University of Wisconsin-Eau Claire 2002 — 2006
Bachelor of Business Administration Degree Bachelor of Business, Comprehensive Marketing Major- Professional Sales Emphasis
Osseo- Fairchild High School 1998 — 2002
General
Nutanix November 2013 - Present
Nutanix August 2012 - November 2013
ClearSlide, Inc. May 2011 - August 2012
Wells Fargo August 2010 - May 2011
SDSU Athletics September 2008 - May 2010
Luxottica Retail 2007 - 2009
Skills
Cold Calling, Salesforce.com, Direct Sales, SaaS, Social Media Marketing, Sales Process, Marketing Communications, Management, CRM, Selling, Sales Management, Account Management, Marketing, Sales, Lead Generation
Education
San Diego State University-California State University
B.S, Integrated Marketing and Communications
University of Oxford
Marketing
UC Davis Health System July 2015 - Present
Enloe Medical Center August 2013 - July 2015
Enloe Medical Center August 2012 - August 2013
Enloe Medical Center July 2011 - August 2012
Enloe Medical Center September 2010 - July 2011
Dalby•Wyant September 2009 - July 2010
Wells Fargo August 2008 - August 2009
Nordstrom April 2007 - August 2008
Skills
Hospitals, Leadership, Customer Service, Nursing, Sales
Education
San Diego State University-California State University 2002 — 2006
Bachelors of Sciences, Psychology
Wells Fargo September 2008 - Present
Wells Fargo Home Mortgage 2007 - 2008
Wells Fargo Home Mortgage 2002 - 2006
Gateway 1999 - 2002
Skills
Loans, Strategy, Finance, Project Management, Analytics, Banking, Credit, Mortgage Banking, Portfolio Management, Leadership, Sales, Risk Management, Mortgage Lending, Consumer Lending
Education
San Diego State University-California State University 1995 — 1996
Masters, Business Administration
San Diego State University-California State University 1991 — 1994
Bachelor of Arts, Mathematics
Wells Fargo Bank March 2011 - Present
Wells Fargo Bank March 2011 - Present
Wells Fargo September 2007 - March 2011
Charles Schwab September 2003 - September 2007
Skills
Project Management, Banking, Internet Banking, Financial Services, Electronic Payments, Online Marketing, Email Marketing
Education
San Diego State University-California State University 1998 — 2002
BA, Business Management
Wells Fargo SVP, Director of Customer ServiceWells Fargo Bank, N.A.1999 - Present
Wells Fargo Home Mortgage 1999 - 2004
Memberworks 1998 - 1999
Discover Financial Services 1986 - 1996
Discover Card 1986 - 1996
Skills
Customer Experience, Vendor Management, Call Center, Process Improvement, Customer Satisfaction, Workforce Management, Team Building, Customer Service, Customer Relations, Operations Management, Strategic Planning, Change Management, Leadership Development, Sales Management, Forecasting, Customer Retention, Inbound, Coaching, Mentoring, P&L Management, Budgeting, Team Leadership, Customer Loyalty, Employee Loyalty, Employee Recognition, Executive Management, Employee Engagement, Operational Excellence, Call Centers, Banking, Training, Leadership, Inbound Marketing, Credit Cards, Management, Credit, Brand Loyalty, CRM, Risk Management, Performance Management, BPO, Strategy, Budgets, Business Process..., Outsourcing, Cross-functional Team..., Financial Services, Call Center Development
Education
San Diego State University-California State University 1974 — 1978
Caliber Home Loans March 2015 - Present
Chick-fil-A Restaurants March 2015 - Present
Chase February 2011 - October 2014
Wells Fargo October 2008 - February 2011
West Elm 2005 - 2007
Enterprise Rent-A-Car 2002 - 2005
Banana Republic 1999 - 2002
Skills
Spanish, Marketing, Management, Time Management, Hiring, Training, Team Building, Team Leadership, Hip-Hop Dance, Customer Service, Public Speaking, Sales, Inventory Management, Strategic Planning, Leadership, Microsoft Office, Event Management, Marketing Strategy, Retail
Education
San Diego State University-California State University 1997 — 2001
Bachelor of Arts (BA), International Business
Shaler High School
Liberty Mutual Insurance August 2015 - Present
Wells Fargo October 2013 - July 2015
Buffalo Wild Wings January 2011 - November 2013
Enterprise Rent-A-Car August 2009 - October 2011
Skills
Banking, Customer Service, Management, Leadership, Microsoft Excel, Microsoft Word, Risk Management, Sales, Teamwork, Time Management, Finance, Mortgage Lending, Portfolio Management, Microsoft Office, Customer Retention, Sales Management, Customer Satisfaction, Marketing, Team Building, Social Media, Sales Process, Credit, Cold Calling, Social Networking, Marketing Strategy, Financial Analysis, Sales Operations, Public Speaking, PowerPoint, Outlook
Education
San Diego State University-California State University 2005 — 2009
Bachelor's degree, Public Administration/Accounting
San Diego State University-California State University 2005 — 2009
Accounting/Public Administration, Accounting
Wells Fargo January 2007 - Present
Wells Fargo January 2004 - December 2006
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Finance, Banking, Forecasting
Education
San Diego State University-California State University 2002 — 2006
Bachelor of Science, Finance
Jackson Family Wines May 2015 - Present
Manpower June 2014 - May 2015
AMN Healthcare May 2013 - May 2014
Irvine Company October 2012 - August 2013
Ashford University March 2012 - September 2012
Wells Fargo January 2007 - January 2012
Skills
Office Administration, Career Development, Cash Management, Event Management, Employee Training, Customer Service, Human Resources, Time Management, Temporary Placement, Coaching, Classification, Compensation & Benefit, Risk Management, Finance, Employee Engagement, Appointment Scheduling, Investigation, Event Planning, Credit, Training, Recruiting, Sales, Following Up, Banking, Retail Banking, Relationship Management, Financial Services, Multi Tasking, Bank Reconciliation, Schedules, Leasing, Operations Management, Team Leadership, Auditing, Customer Retention, Leadership, Staff Development, Policy, Social Networking, Talent Acquisition, Reporting & Analysis, Staffing Services, Microsoft Office, Building Relationships, Interviews
Education
Sonoma State University 2014 — 2014
Human Resource Management Certification, Human Resources Management/Personnel Administration, General
San Diego State University-California State University 2009 — 2011
Bachelor's degree, Public Administration
Hunter Industries July 2015 - Present
McGladrey LLP November 2009 - June 2015
Wells Fargo October 2005 - September 2009
McGladrey & Pullen June 2008 - August 2008
Skills
Audit, Internal Controls, General Ledger, Financial Accounting, IFRS, Team Leadership, Project Management, Risk Management, Auditing, Accounting, Income Tax, Tax Accounting, Assurance, CPA, GAAP, US GAAP, Sarbanes-Oxley Act, Financial Reporting, Revenue Recognition, Financial Statements, Financial Analysis, Finance, Microsoft Excel
Education
San Diego State University-California State University 2007 — 2009
B.S., Accounting
Wells Fargo July 2011 - Present
Wells Fargo July 2006 - July 2011
Skills
Management, Coaching, Staff Development, Banking, Customer Service, Teamwork, Microsoft Office, Microsoft Excel, PowerPoint, Presentations
Education
San Diego State University-California State University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Keller Williams Realty January 2010 - Present
Wells Fargo February 2013 - Present
Skills
Creative Writing, Video Production, Marketing Strategy, Real Estate
Education
San Diego State University-California State University
Bachelor's Degree, Business Administration and Management, General
Wells Fargo December 2014 - Present
Wells Fargo July 2014 - November 2014
Wells Fargo June 2011 - July 2014
Skills
Credit Analysis, Loans, Banking, Portfolio Management, Financial Analysis, Financial Modeling, Credit, Finance, Commercial Banking, Underwriting, Commercial Lending, Investments, Risk Management, Corporate Finance
Education
San Diego State University-California State University 2001 — 2006
Bachelor's Degree, Finance
University of Oxford
International Relations and Affairs
220 Laboratories Inc. (Contract Manufacture for Beauty and Personal Care Items) January 2015 - Present
Wells Fargo December 2010 - January 2015
San Diego State Bio-Science Center, March 2008 - December 2010
Active Ride Shop February 2007 - March 2008
Skills
Customer Service, Leadership, Sales, Microsoft Word, Outlook, Retail Banking, Cross Selling, Educational Leadership, Teamwork, Cosmetics, Product Development, Customer Satisfaction, Customer Relations, Research, Microsoft Office, Banking, Time Management, Sale, Communication, Management, Marketing Strategy, Employee Training, Performance Improvement, Relationship Building, Team Leadership, Office Administration
Education
San Diego State University-California State University
Interdisciplinary Studies, In Economics, Biology, and Psychology
Wells Fargo February 2012 - Present
L-3 Communications May 2010 - November 2011
Mission Essential Personnel, LLC 2008 - May 2010
Lexicon Consulting, Inc. June 2009 - August 2009
Global Linguist Solutions November 2008 - May 2009
Global Linguist Solutions July 2008 - November 2008
L-3 Communications June 2003 - July 2008
GEICO January 2001 - June 2003
Kelly Services June 1999 - November 2002
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, MacBook Pro, iOS, PowerPoint, Taleo, JPAS, Deltek, PTS, Military, Recruiting, Security Clearance, Security, Intelligence, Government, Army, Training, DoD, Analysis, Government Contracting, Leadership
Education
San Diego State University-California State University 2000 — 2003
Candidate
TAG April 2014 - Present
SBE Entertainment April 2013 - November 2013
TAG November 2010 - March 2013
Wells Fargo March 2007 - November 2010
Skills
QuickBooks, Accounting, Payroll, Auditing, Budgets, Financial Statements, Analysis, Fixed Assets, Tax Preparation, Time Management, Software Documentation, Microsoft Office, Sales, Mas 90, Financial Reporting, General Ledger, Internal Audit, Accounts Receivable, Account Reconciliation
Education
San Diego State University-California State University 2004 — 2009
Business Administration- Accounting
Wells Fargo April 2015 - Present
Wells Fargo Bank April 2012 - Present
Wells Fargo 2007 - 2014
Wells Fargo Bank January 2011 - March 2012
Wells Fargo Bank June 2010 - December 2010
Wells Fargo Bank November 2008 - May 2010
Wells Fargo Bank May 2008 - October 2008
Wells Fargo Bank March 2007 - April 2008
Skills
Loans, Credit, Mortgage Lending, Banking, Consumer Lending, Small Business Lending, Credit Analysis, Lines Of Credit, Cross Selling, Loan Origination, Mortgage Banking
Education
San Diego State University-California State University 2006 — 2010
BA, Communications - Public Relations
Terra Nova High School 2002 — 2006
Foreseeson Custom Displays/Ophit 2011 - Present
HSBC 2009 - 2010
Wells Fargo Home Mortgage 2009 - 2009
Wells Fargo 2008 - 2008
Wells Fargo 2006 - 2008
KumKwan Preschool September 1999 - September 2005
Skills
USDA, Sales Operations, New Business Development, Selling, Capital Equipment, Key Account Management, Operating Room, Sales, Sales Force Development, Product Management, Cross Selling, Direct Sales, Real Estate, Medical Devices, Product Development, Negotiation, Cold Calling, Executive Management, Sales Management, Portfolio Management, Sales Process, Investments, International Sales, Market Development, Competitive Analysis, Strategic Partnerships, Market Analysis
Education
San Diego State University-California State University
Wells Fargo Home Mortgage August 2015 - Present
Roth Staffing May 2015 - August 2015
California Bank & Trust 2015 - 2015
Robert Half 2015 - 2015
Wells Fargo 2004 - 2014
MP3.com/ Vivendi 2000 - 2002
Skills
Confidentiality, PeopleSoft, Office Management, Travel Arrangements, Microsoft Office, Customer Service, Research, Strategic Planning, Communication, Editing, Budgets, P&L Analysis, Concur, Project Management, Logistics, Employee Training, Management Development, Management, Reporting & Analysis, Engagement, Vendor Relationships, Recruiting, Onboarding, Event Planning, Organizational Charts, StrengthsFinder, SnagIt, SharePoint, Floorplanning, Online Marketing, Internet Product..., Web Analytics
Education
San Diego State University-California State University
Business Administration and Management, General
The Nichols School
Wells Fargo June 2015 - August 2015
Wells Fargo May 2014 - August 2014
lucy activewear July 2012 - June 2013
Skarecky & Holder June 2012 - July 2012
Skills
Coaching, Leadership, Sales, Microsoft Excel, Customer Service, Time Management, PowerPoint, Teamwork, Microsoft Word, Social Media Marketing, Public Speaking, Finance, Microsoft Office, Retail, Strategy, Research, Merchandising, Treasury Management
Education
San Diego State University-California State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
La Costa Canyon High School
Union Bank October 2012 - Present
Wachovia, A Wells Fargo Company April 2010 - September 2012
Wells Fargo Bank August 2007 - April 2010
Wells Fargo August 2005 - August 2007
Skills
Microsoft Office: Word,..., PowerPoint, Customer Service, Outlook, Financial Analysis, Customer Satisfaction, Training, Sales, Microsoft Excel, Account Management, Team Building, Team Leadership, Operations Management, Credit, Business Development, New Business Development, Project Planning, Banking, Software Documentation, Cross Selling, Public Speaking, Loans, Sales Management, Financial Services
Education
San Diego State University-California State University
Business, Management, Marketing, and Related Support Services
Southwestern College
Associate's degree, Business Administration and Management, General
Wells Fargo July 2013 - Present
Wells Fargo March 2012 - June 2013
Bank of the West May 2010 - March 2012
San Diego State University January 2008 - December 2009
WiseMan Construction June 2009 - August 2009
Integrated Sign Associates July 2007 - November 2007
Integrated Sign Associates June 2006 - December 2006
Pacific Trust Bank May 2002 - March 2006
Skills
Leadership, Team Building, Start-ups, Sales, Project Management, Management, Business Planning, Budgets, Program Management, Sales Management, Customer Service, Financial Analysis, Commercial Lending, Credit Analysis, Finance, Portfolio Management
Education
San Diego State University-California State University 2007 — 2009
Masters, MBA
San Diego State University-California State University 2000 — 2005
BS, Mathematics with emphasis in finance
Events.com October 2014 - Present
The Active Network Lanyon March 2011 - September 2014
Fidelity National Information Services May 2009 - April 2011
Wells Fargo October 2007 - May 2009
SAIC July 2001 - October 2007
Skills
User Experience, User Interface Design, Usability Testing, Information Architecture, User-centered Design, Interaction Design, Heuristic Evaluation, User Experience Design, Wireframes, User Interface, CSS, Usability, Card Sorting, Usability Engineering, User Scenarios, Content Management, ASP.NET, Software Documentation, Requirements Gathering, Requirements Analysis, SharePoint, Software, Visio, Web Development, HTML, Graphic Design, Fine Art, Contextual Inquiry, User Research, Persona
Education
San Diego State University-California State University 1993 — 1996
Bachelor's of Applied Arts, Graphic Design
TWINSTEPS September 2014 - Present
Perfect Piece LLC July 2013 - July 2014
Avanzare Chiropractic Sports Therapy February 2014 - April 2014
Levi Strauss & Co. March 2013 - September 2013
Wells Fargo November 2011 - March 2013
Nordstrom April 2010 - May 2011
Rancho Santa Margarita June 2008 - September 2008
Relic Street and August 2006 - August 2008
Everything But Water April 2005 - July 2006
Skills
Microsoft Office, Highly Organized, Customer Service..., Leadership, Sales, Retail, PowerPoint, Microsoft Excel, Microsoft Word, Telephone Skills, Customer Service, Salesforce.com, Inventory Management, Social Networking, Marketing, Outlook
Education
San Diego State University-California State University 2008 — 2011
BA, Business Management
Tesoro High School
San Diego State University
Bachelor of Science, Business Administration; Management; Business
Wells Fargo January 2014 - Present
Wells Fargo January 2010 - January 2014
Stanford University January 2008 - January 2009
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Sales, Leadership, Finance, Research, PowerPoint, Training, Photoshop, Marketing
Education
San Diego State University-California State University 2005 — 2008
B.A Political Science, Political Science and Government, International Business
Fremont High School 1998 — 2002
JPMorgan Chase May 2013 - Present
Paramount Equity March 2013 - May 2013
Union Bank April 2012 - March 2013
Wells Fargo August 2006 - April 2012
Skills
Small Business Lending, Loans, Commercial Lending, Consumer Lending, Credit, Banking, Commercial Banking, Retail Banking, Lines Of Credit, Credit Analysis, Branch Management, Mortgage Lending, Cross Selling, Loan Origination, Cash Management, Treasury Management, Underwriting, Mortgage Banking, Portfolio Management, Deposits, Refinance, Home Equity Loans, Residential Mortgages, Sales, Customer Service, Coaching, Branch Banking, Credit Cards, Home Equity Lines of..., Banking Relationships, Relationship Management
Education
San Diego State University-California State University
Bachelor's degree, Economics
Wells Fargo July 2014 - Present
Innocean Worldwide June 2009 - July 2014
INNOCEAN USA April 2006 - May 2009
Team One October 2004 - March 2006
Team One June 2002 - September 2004
Team One March 2000 - April 2002
NetManage August 1999 - February 2000
Skills
Advertising, Digital Strategy, Integrated Marketing, Media Planning, Digital Marketing, Digital Media, Marketing Communications, Mobile Marketing, Interactive Marketing, Creative Strategy, Direct Marketing, Online Advertising, Media Buying, Email Marketing, Interactive Advertising, SEM, Creative Direction, Outdoor Advertising, Relationship Marketing, Analytics, Corporate Branding, Online Marketing, Direct Mail, Sponsorship, Web Analytics, Radio, Marketing Management, Customer Insight, New Media, Competitive Analysis, Advertising Sales, Strategy, B2B Marketing, Lead Generation, SEO, Media Strategy, Brand Management, Broadcast, Brand Development, Account Management, Marketing Strategy, Web Project Management, Marketing Research, Copywriting, Brand Awareness, Mobile Advertising, Television, Social Media Marketing, Brand Architecture, Social Media
Education
San Diego State University-California State University
Bachelor of Science (BS), Business Administration and Management, General
Paolo Giardini April 2008 - Present
real estate society of sdsu August 2012 - August 2013
Remax Pacific January 2011 - August 2011
ALDO Group October 2009 - October 2010
insight marketing concepts June 2008 - December 2008
Wells Fargo August 2005 - April 2008
Skills
Sales, Marketing, Customer Service, Real Estate, Management, Microsoft Office, Investment Properties, Real Estate Transactions
Education
San Diego State University-California State University 2011 — 2013
Bachelor's degree, Real Estate
Southwestern Community College District 2008 — 2011
Associate's degree, Business Administration and Management, General
First 5, San Diego: County of San Diego December 2011 - Present
County of San Diego December 1999 - January 2012
Considine and Considine 1996 - 1999
Wells Fargo July 1993 - April 1997
Skills
Recruitment/Retention, Employee/Labor Relations, HR Technology, Labor Relations, Organizational..., Policy, Workforce Planning, Deferred Compensation, Employee Relations, HRIS, Succession Planning, HR Policies, Collective Bargaining, Performance Management, Employee Engagement, Training Delivery, Workshop Facilitation, Human Resources, Recruiting, New Hire Orientations, Leadership Development, Coaching, MBTI, Job Analysis, Applicant Tracking..., Benefits Administration, Onboarding, Training, Employee Benefits, Change Management, Industrial Relations, Strategic Planning, Personnel Management, Program Management, Employment Law, Conflict Resolution, EEO, FMLA, Career Development, Organizational..., Executive Coaching, Employee Training, Talent Management, Management, Public Speaking, Leadership, Community Outreach, Nonprofits, Government
Education
San Diego State University-California State University 1991 — 1995
BA, Public Administration
Crescenta Valley High School 1988 — 1991
LPL Financial June 2015 - Present
LPL Financial August 2013 - June 2015
LPL Financial May 2011 - August 2013
San Diego Mobile Notary January 2008 - January 2011
Wells Fargo June 2007 - July 2008
Wells Fargo November 2000 - June 2007
Skills
Series 7, Series 24, Process Improvement, Banking, Securities, Mortgage Lending, Microsoft Office, Insurance, Finance, Investment Advisory, Risk Management, Microsoft Excel, Customer Service, Outlook, Employee Benefits, Financial Analysis, Life Insurance, Notary Public, Loans, Financial Risk, Long-term Care, PowerPoint, Relationship Management, FINRA
Education
San Diego State University-California State University 1997 — 2002
Bachelor’s Degree, Finance
Madison High 1993 — 1997
High School
Wells Fargo May 2015 - Present
Skills
Loans, Mortgage Lending, Credit, Banking, Credit Analysis, Mortgage Banking, Underwriting, Loan Origination, Commercial Lending, Commercial Banking, Real Estate, Small Business Lending, Investments, Financial Analysis, Refinance, Business Development, Financial Services, Sales
Education
San Diego State University-California State University 1981 — 1984
BS, Economics
Wells Fargo October 2005 - Present
WaMu 2003 - 2004
Marsh, BenefitPoint, BenefitAmerica/UnumProvident 2001 - 2004
Lightspan June 1994 - June 1998
Skills
Requirements Gathering, Requirements Analysis, Business Requirements, SDLC, Business Analysis, Financial Services, Mobile Banking
Education
San Diego State University-California State University 1991 — 1994
Bachelor of Science (BS), Business Administration, Nutrition
Wells Fargo October 2011 - Present
Wells Fargo March 2011 - Present
Wells Fargo Wealth Management Group 1980 - Present
Wells Fargo April 2005 - October 2006
First Interstate Bank 1983 - 1985
Skills
Banking, Financial Services, Credit, Risk Management, Loans
Education
San Diego State University-California State University 1976 — 1980
Emergency Medicine June 2013 - Present
Wells Fargo August 2003 - September 2008
Skills
Emergency Medicine
Education
San Diego State University-California State University 2000 — 2005
Black Knight Financial Services January 2014 - Present
ServiceLink July 2012 - January 2014
DRI Management Systems, Inc September 2010 - July 2012
DRI Management Systems 2002 - September 2010
Advanta/Chase 1996 - 2002
Wells Fargo 1978 - 1996
Skills
Asset Management, Vendor Management, Default, REO, Product Management, Team Building, Loan Servicing, Requirements Analysis, Salesforce.com, Project Management, Business Development, Mortgage Servicing, Strategic Planning, Loss Mitigation, Risk Management, Process Improvement, Business Analysis, SharePoint, Executive Management, Software Project..., Customer Service, Analysis
Education
San Diego State University-California State University 1973 — 1978
Wells Fargo 2007 - Present
Protiviti December 2005 - October 2006
WaMu 2001 - 2005
Skills
Enterprise Risk..., Risk Mitigation, Risk, IT Audit, Operational Risk..., global risk, Security Awareness, Business Continuity, Management, Risk Management, Banking, CISA, Security, Risk Assessment, Financial Risk, Information Security, Financial Services, Governance, Computer Security, Process Improvement, Network Security, Business Analysis, Disaster Recovery, Information Security..., CISSP, Risk Analysis, Vendor Management, Sarbanes-Oxley Act
Education
University of Phoenix 2003 — 2005
Master of Business Administration (MBA), Information Technology
San Diego State University-California State University
Bachelor of Arts (B.A.), Social Sciences
Wells Fargo July 2009 - Present
Wells Fargo March 2006 - July 2009
Wells Fargo August 2003 - March 2006
Providian Financial November 1991 - July 2003
Skills
Banking, Business Analysis, Credit, Enterprise Risk..., Financial Risk, Financial Services, Operational Risk, Operational Risk..., Risk Management, Vendor Management, Fraud
Education
San Diego State University-California State University
MBA
Syracuse University
BA, International Relations
Wells Fargo VPWells Fargo Bank1992 - Present
Sanyo 1988 - 1989
Skills
Agile Methodologies, Business Analysis, Financial Services, SDLC
Education
San Diego State University-California State University
Wells Fargo May 2011 - Present
Wells Fargo Bank January 2006 - April 2011
Skills
Loans, Commercial Banking, Credit, Banking, Financial Analysis, Credit Analysis, Commercial Lending, Small Business Lending, Consumer Lending, Retail Banking, Portfolio Management, Loan Origination, Underwriting, Cross Selling, FHA, Relationship Management, Wealth Management, Financial Services, Asset Based Lending
Education
San Diego State University-California State University 1998 — 2002
Wells Fargo January 2015 - Present
Wells Fargo January 2013 - January 2015
Wells Fargo August 2012 - January 2013
Wells Fargo June 2010 - August 2012
Skills
Financial Analysis, Banking, Credit Analysis, Accounting, Relationship Management, Finance, Loans, Teamwork, New Business Development, Portfolio Management, Business Networking, Credit, Commercial Banking, Management, Business Development, Underwriting, Commercial Lending
Education
San Jose State University 2013 — 2016
Master of Business Administration (MBA), Lucas Graduate School of Business
San Diego State University-California State University 2006 — 2010
Bachelor of Science, Business Administration, Finance
University of Virginia 2009 — 2009
City National Bank May 2015 - Present
Westlake Financial Services 2015 - 2015
Westake 2015 - 2015
Westake 2015 - 2015
Westlake Financial Services 2015 - 2015
Automotive Finance Corporation January 2008 - December 2014
Western Financial/Wachovia Bank May 2005 - January 2008
Pacific Community Credit Union October 2003 - May 2005
Cal-Fed/Citibank September 1999 - September 2003
Wells Fargo November 1989 - August 1999
Skills
Loans, Banking, Sales Management, Credit, Customer Service, Team Building, Commercial Lending, Financial Analysis, New Business Development, Risk Management, Account Management, Negotiation, Management, Leadership, Operations Management
Education
San Diego State University-California State University
Bachelor of Arts - Major: Political Science / Minor: Economics, Senior
SDSU
San Diego State University-California State University
Synergy Advisors September 2004 - Present
Bank of America Securities 1992 - 2004
Security Pacific Bank 1992 - 1992
Wells Fargo 1990 - 1992
Teal Industries 1988 - 1990
Axon, Inc. 1984 - 1988
Security Pacific Bank 1981 - 1984
Continental Bank 1978 - 1980
First Federal S&L of San Diego 1974 - 1976
Skills
Mergers, Banking, Investment Banking, Leveraged Finance, Middle Market, Healthcare, Funding, Private Equity, Leadership, Mergers & Acquisitions, Portfolio Management, Joint Ventures, Structured Finance, Divestitures, Corporate Development, Financial Analysis, Due Diligence, Management, Start-ups, Valuation, Hedge Funds, Strategy, Venture Capital, Corporate Finance, Financial Structuring, Financial Modeling, Capital Markets, M&A experience, Investments, LBO, Private Placements, Emerging Markets, IPO
Education
Thunderbird School of Global Management 1976 — 1977
Masters of International Management, Finance, General
San Diego State University-California State University 1970 — 1974
BA, Economics, Political Science
Kaiser Permanente October 2014 - Present
Kaiser Permanente July 2013 - September 2014
Wells Fargo April 1999 - July 2013
Wells Fargo January 2007 - June 2010
Skills
Banking, Loans, Retail Banking, Credit, Cross Selling, Financial Services, Customer Service, Deposits, Cash Management, Credit Cards, Risk Management, Finance, Microsoft Office, Team Building, Sales, Branch Banking, PowerPoint, Interviews, Teamwork, Public Speaking, Consumer Lending, Relationship Management
Education
San Diego State University-California State University 1999 — 2003
Bachelor of Arts (B.A.), International Business
GEM Mortgage April 2001 - Present
City National Bank May 1997 - April 2001
Wells Fargo November 1990 - May 1997
Skills
Investment Properties, Mortgage Lending, Real Estate, Certified Mortgage..., Short Sales, REO, Refinance, Sales, Residential Mortgages, Real Estate Financing, Accounting, First Time Home Buyers, Loans, USDA, Banking, Credit, Credit Analysis, FHA, FHA financing, Investments, VA loans, Brokerage, Real Estate Economics, FHA Financing, Reverse Mortgages, Foreclosures
Education
San Diego State University 1984 — 1989
JPMorgan Chase October 2010 - Present
Wells Fargo December 2008 - September 2010
Wells Fargo September 2007 - November 2008
Education
New England College of Business and Finance 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
San Diego State University-California State University
Wells Fargo October 2013 - Present
Caliber Home Loans February 2013 - October 2013
Wells Fargo Home Mortgage June 2007 - February 2013
Wells Fargo Bank 1997 - 2001
Skills
Mortgage Lending, FHA, Conventional, Refinance, VA, Short Sales, Mortgage Banking, Investment Properties, Residential Homes, Loan Origination, Residential Mortgages, Sales, Real Estate, REO, FHA financing, Sellers, VA loans, Loans, USDA, Real Estate Financing, Credit, Government Loans, Certified Mortgage..., Reverse Mortgages, Mortgage Underwriting, Home Equity Loans, Referrals, VA Loans
Education
San Diego State University-California State University 1992 — 1994
BA, Political Science
Wells Fargo May 2012 - Present
Wells Fargo September 2008 - May 2012
HSBC Card Services August 1999 - August 2008
First National Bank of Omaha January 1996 - August 1999
Skills
Risk Management, Financial Analysis, Marketing Analytics, Credit, Financial Risk, SAS programming, Statistical Modeling, Economics, Risk Analytics, Credit Risk, Credit Cards, Credit Scoring, Basel II, Portfolio Management, Consumer Lending, Analytics, Credit Analysis, Financial Services, Strategy
Education
University of Nebraska at Omaha 1994 — 1995
MS, Economics
San Diego State University-California State University 1987 — 1991
BA, Economics
Wells Fargo 2009 - Present
Wachovia Securities 2004 - 2009
Citigroup Securities 1992 - 2002
Chase Securities, LLC 1997 - 1998
Skills
Syndications, Fixed Income, Credit Analysis, Capital Markets, Trade Finance, Structured Trade, Supply Chain Finance
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
San Diego State University-California State University
BS, Computer Science
First Foundation Inc. May 2014 - Present
Duniya Trade January 2010 - December 2013
Bank of America October 2008 - July 2010
Wells Fargo May 2007 - October 2008
Merrill Lynch January 2004 - May 2007
Skills
Investments, Series 7, Capital Markets, Mergers, Trading, Loans, Finance, Financial Services, Equities, Portfolio Management, Mutual Funds, Wealth Management, Securities, Asset Managment, Alternative Investments, Financial Modeling, Fixed Income, Series 63, Hedge Funds, Financial Analysis, Private Equity, Investment Banking, Derivatives, Mergers & Acquisitions, Venture Capital, Business Development, Entrepreneurship, Financial Markets, Corporate Finance
Education
San Diego State University-California State University 2001 — 2003
BS, Finance
Publicis Touchpoint Solutions, Inc. March 2009 - Present
Wells Fargo July 2007 - March 2009
Pfizer Consumer Healthcare 1998 - 2007
Skills
Pharmaceutical Sales, Sales Operations, Leadership, Strategy, Account Management, Sales Force Development, Sales, Pharmaceutical Industry, Management, Coaching, Neurology, Cardiology, Selling Skills, Selling, Sales Management, Sales Effectiveness, Rheumatology, Product Launch, Managed Care
Education
San Diego State University-California State University
Five Acres--The Boy's and Girl's Aid Society of Los Angeles October 2012 - Present
Leland Baldwin III October 2011 - Present
Sotheby's International Realty November 2009 - Present
Wells Fargo June 2008 - January 2010
Bank of America 2006 - 2007
Skills
Personal Training, Fitness Consulting, Fitness, Healthy Eating, Healthy Lifestyles, Weight Management, Real Estate, Nutrition Education, Weight Loss Coaching, Body Composition, Nutrition, Body Contouring, Fitness Instruction, Fitness Training, Health, Consumer Lending, Lines Of Credit, Credit, Commercial Banking, Banking, Credit Analysis, Loan Origination, Small Business Lending, Mortgage Banking, Loans, Bodybuilding, Fitness Modeling, First Time Home Buyers, Luxury, Short Sales, Public Speaking
Education
San Diego State University-California State University 2000 — 2003
History, History, Political Science
Californina State University Channel Islands 1998 — 1999
California Housing Finance Agency January 2008 - Present
Wells Fargo May 2007 - December 2007
Central Pacific Mortgage 2001 - 2007
Skills
Press Releases, Program Evaluation, Research, Microsoft Excel, Community Outreach, Event Planning, Political Campaigns, Microsoft Word, Administrative..., Microsoft Office, Nonprofits, Social Media, Public Relations, Policy, Newsletters, Government, Proposal Writing, Public Policy, Public Speaking, Outlook, Legal Writing, Community Development, Program Development, Customer Service, Office Management, Event Management, Legislative Relations, Policy Analysis, Data Entry, Leadership, Legal Research, Fundraising, Administration, Volunteer Management, Politics, Economic Development, Grant Writing, Grants, Media Relations, Strategic Communications, Access, Editing, PowerPoint, Office Administration, Training
Education
San Diego State University-California State University 1975 — 1980
B.S., Speech Communication
SunTrust Bank February 2013 - Present
Chase November 2001 - October 2012
Wells Fargo July 1998 - November 2001
Bank of America September 1994 - July 1998
Skills
Credit Analysis, Commercial Banking, Commercial Lending, Credit Risk, Financial Analysis, Investments, Financial Services, Cash Management, Finance, Relationship Management, Risk Management, Credit Cards, Residential Mortgages, Fixed Income, Loan Origination, Retail Banking, Deposits
Education
San Diego State University-California State University 1985 — 1987
M.P.A in Public Administratiion, Public Personnel and Public Finance
U.S. International University, San Diego CA 1980 — 1984
Bachelor of Science (BS), Business Administration and Management, General
U.S. Bank January 2014 - Present
Wells Fargo February 2013 - December 2013
Wells Fargo August 2006 - February 2013
Skills
Loans, Risk Management, Relationship Management, Banking
Education
San Diego State University-California State University 1997 — 2000
Bachelor of Arts, Economics
Safeway July 2014 - Present
Safeway January 2013 - June 2014
Safeway June 2012 - January 2013
Wells Fargo February 2011 - June 2012
Skills
Financial Analysis, Banking, Loans, Mortgage Lending, Cash Flow, Credit, Credit Analysis, Portfolio Management, Commercial Banking, Loan Origination, Financial Reporting, Finance, Corporate Finance, Financial Modeling, Variance Analysis
Education
San Diego State University-California State University 2006 — 2008
Business, Finance
Da Vinci Marble January 2013 - Present
Jeffrey Court Inc August 2004 - December 2012
Tileco Distributors, Inc. February 2003 - June 2004
Wells Fargo January 2002 - January 2003
Skills
Tile & Stone Design &..., Flooring, Account Management, Sales Operations, Building Materials, Sales Management, Sales Presentations, Cold Calling, Purchasing, Sales, Sales Process, Direct Sales, Pricing, Selling, Outside Sales, Key Account Management
Education
San Diego State University-California State University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Silvergate Bank March 2006 - Present
Wells Fargo March 2004 - March 2006
Skills
Credit, Interest Rate Risk..., Loans, Financial Analysis, Finance, Microsoft Excel, Banking, Commercial Banking
Education
San Diego State University-California State University 2001 — 2005
Bachelor's, Public Administration
Wells Fargo October 2012 - Present
The Hartford September 2011 - October 2012
Wachovia, A Wells Fargo Company April 1989 - October 2008
Skills
Underwriting, Insurance, Financial Analysis, Risk Management, Banking, Financial Services, Credit, Life Insurance
Education
San Diego State University-California State University
BA, Economics
Wells Fargo March 2015 - Present
Wells Fargo November 2012 - February 2015
Wells Fargo July 2011 - October 2012
Wells Fargo March 2010 - July 2011
Skills
Banking, Credit, Loan Origination, Retail Banking, Branch Banking, Loans, Mortgage Banking, Sales, Mortgage Lending, Commercial Lending, Small Business Lending, Team Building, Financial Analysis, Leadership, Management, Public Speaking, Coaching, Financial Services, Marketing Strategy, Customer Service
Education
San Diego State University-California State University 2002 — 2006
bachelors, political science
Union Bank March 2012 - Present
Wells Fargo June 1987 - March 2012
Skills
Credit, Banking, Loans, Small Business Lending, Retail Banking, Mortgage Lending, Commercial Lending, Consumer Lending, Credit Analysis, Loan Origination
Education
San Diego State University-California State University 1981 — 1986
Bachelor of Science (BS), Business Administration-Marketing, Minor Degree-Psychology
Wells Fargo November 2013 - Present
Chicago Fire Inc. October 2011 - October 2014
Residence Inn Marriott April 2008 - November 2011
Skills
Customer Service, Sales, Process Scheduler, Training, Sales Management, Marketing Strategy, Management, Microsoft Excel, Account Management, Microsoft Office
Education
San Diego State University-California State University 2003 — 2006
Bachelor of Science (B.S.), Marketing
Bank of Marin October 2012 - Present
Union Bank August 2011 - October 2012
Union Bank July 2010 - May 2012
Wells Fargo October 2008 - July 2010
Scripps Health June 1996 - April 2002
Skills
Client Relations Skills, Nurturing, Listener, Problem Solving, Logical Thinker, Project Management, Goal Oriented, Integrity, Banking, Program Management, Sales, CRM
Education
San Diego State University-California State University 1999 — 2002
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
The University of Texas at Austin 1990 — 1995
Bachelor of Science (B.S.), Nutrition Sciences
Wells Fargo Retail Finance March 2007 - Present
Wells Fargo April 2006 - February 2007
CFG Wealth Management May 2005 - October 2005
Education
San Diego State University-California State University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Navy Federal Credit Union July 2014 - Present
Wells Fargo August 2013 - July 2014
Hertz February 2011 - August 2013
Hertz January 2009 - February 2011
Starbucks June 2002 - January 2008
Caltrans 2008 - 2008
Foot Locker June 1999 - April 2000
Skills
Management, Customer Service, Logistics, Call Centers, Customer Satisfaction, Sales, Operations Management, Inventory Management, Account Management, Team Building, Microsoft Excel, Leadership, Customer Retention, Multi Tasking, Long-term Customer..., Close Attention to..., Marketing, Project Planning, Teamwork, Customer Relationship...
Education
San Diego State University-California State University 1998 — 2008
Business, Management
Southwestern College 2005 — 2006
Transfer to 4 year Degree, Business Management
Southwestern College 2000 — 2002
Associate of Arts (AA), Asian American Studies
Soutwest high school 1994 — 1998
High school diploma
Wells Fargo May 2013 - Present
Education
San Diego State University-California State University
Pre-Nursing Studies
City National Bank October 1997 - Present
Wells Fargo June 1995 - October 1997
FHP Healthcare 1987 - 1995
Skills
Employee Relations, Recruiting, Talent Management, Staff Retention, Career Development, Employee Surveys, Performance Management, Performance Measurement, Performance Improvement, Negotiation, Sales Management, Leadership, Deferred Compensation, Human Resources, Personnel Management
Education
California State University - Dominguez Hills
Bachelor's degree, Labor and Industrial Relations
San Diego State University-California State University
Bachelor of Arts (B.A.), Journalism
Chase January 2015 - Present
Union Bank July 2013 - November 2014
Wells Fargo October 2010 - November 2012
Metro United Urban Ministry January 2009 - October 2010
Motorola Solutions July 2005 - February 2009
Skills
Bilingual-English/Spanis..., Proficient Typing Skills, Cash Handling Experience, Teller Operations, Branch Banking, Commercial Banking, Cross Selling, Customer Service, Sales Operations, Work Ethic, Genuine
Education
San Diego State University-California State University 2005 — 2007
Bachelor of Arts (B.A.), English Language and Literature/Letters
UEI College 2004 — 2005
Certificate of Computer Science, Computer and Information Sciences and Support Services
Southwestern College 2002 — 2004
Bachelor's degree, Communciations and Spanish
Hilltop Senior High School 1998 — 2002
High School Diploma, General Education, 12
San Diego Private Bank February 2012 - Present
Wells Fargo February 2010 - February 2012
Skills
Commercial Lending, Small Business Lending, Loans, Banking, Credit Analysis, Commercial Mortgages, Credit, Portfolio Management, Private Banking, Credit Risk, Lines Of Credit, Loan Origination, Underwriting
Education
San Diego State University-California State University
Wells Fargo April 2015 - Present
Costco Wholesale September 2014 - January 2015
University of California, San Diego June 2014 - August 2014
Starbucks May 2012 - April 2014
Skills
Microsoft Excel, Microsoft Word, Java, Social Media
Education
San Diego State University-California State University 2009 — 2014
Bachelor of Applied Science (B.A.Sc.), Marketing
First Bank October 2013 - Present
Wells Fargo March 2011 - April 2013
Skills
Retail Banking, Banking, Credit, Customer Service, Cross Selling
Education
San Diego State University-California State University
Business Administration, Management and Operations