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
Wells Fargo September 2012 - Present
PayPal, Inc November 2011 - August 2012
JustSteppin, Dance Instruction March 2008 - January 2012
Lyris, Inc April 2010 - July 2011
Lyris, Inc April 2010 - July 2011
BigFix, Inc December 2008 - November 2009
BigFix, Inc December 2008 - November 2009
West Coast Green 2008 Convention July 2008 - October 2008
Los Angeles Inter-Alumni Council January 2008 - January 2008
QRT representative September 2003 - June 2006
Skills
Salesforce.com, Social Media, Analytics, Account Management, Marketing Communications, Email Marketing, SaaS, Product Marketing, Web Analytics, Strategy, Online Marketing, CRM, Marketing Automation, Marketing Strategy, Digital Marketing, Management
Education
San Francisco State University, California 2003 — 2008
Bachelor of Science, International Business; International Business; Marketing, Organizational Behavior
San Francisco State University, College of Business 2003 — 2008
BS, International Business
UnitedHealth Group October 2005 - Present
Wells Fargo April 2005 - October 2005
Cisco Systems August 2002 - October 2004
Business Systems Solutions March 1999 - July 2002
Skills
SDLC, Integration, Project Management, Governance, Management, Project Planning, Process Engineering, Business Strategy, Budgets, Program Management, Vendor Management, Process Improvement, Strategic Planning, Leadership
Education
The New School for Social Research
Master's Degree, Cultural Anthropology
San Francisco State University
Bachelor's Degree, Anthropology
Regions Financial Corporation November 2011 - Present
Wells Fargo April 2011 - November 2011
JPMorgan Chase July 2006 - January 2011
Amegy Bank March 2004 - June 2006
Skills
Loans, Credit, Small Business Lending, Banking, Commercial Banking, Branch Management, Credit Analysis, Cross Selling, Mortgage Lending, Finance, Consumer Lending, Retail Banking, Financial Services, Commercial Lending, Portfolio Management
Education
University of Houston-Clear Lake 2013 — 2015
Bachelor's Degree, FINANCE
Regions bank 2014 — 2014
Branch Leadership Academy, Organizational Leadership
San Jacinto College 2003 — 2008
Associate's Degree, Mathematics
Blue Shield of California June 2007 - Present
US Figure Skating 2008 - 2011
SVB Financial Group December 2005 - June 2007
silicon valley bank 2005 - 2007
Horn Murdock Cole 2004 - 2005
Williams-Sonoma, Inc. 1998 - 2004
Longs Drug Stores 1996 - 1998
Longs Drug Store, Inc. 1996 - 1998
Wells Fargo 1989 - 1991
Skills
Leadership, Information Security, Privacy Law, Network Security, Internal Controls, Information Technology, Risk Management, SDLC, Auditing, Internal Audit, Business Continuity..., Training, Business Process, Management, Identity Management, GLBA, Infrastructure, Finance, Project Planning, Enterprise Risk..., CISA
Education
San Francisco State University, College of Business 1969 — 1975
B.A., Business Admin. - Accounting
TechTarget January 2011 - Present
TechTarget July 2008 - December 2010
TechTarget October 2007 - June 2008
Wells Fargo May 2007 - July 2007
Wells Fargo April 2006 - May 2007
Corterra Real Estate August 2005 - January 2006
Skills
Lead Generation, Online Advertising, Email Marketing, Salesforce.com, Demand Generation, Digital Marketing, Atlas, Digital Media, DART for Publishers, Social Media Marketing, Social Media, Online Marketing, B2B Marketing, Google Analytics, Marketing Strategy, Event Planning, Management, Sales
Education
San Francisco State University 2003 — 2007
Bachelor of Arts (BA), Speech Communication and Rhetoric
Wells Fargo Advisors September 2014 - Present
JPMorgan Chase & Co. January 2013 - August 2014
JPMorgan Chase & Co. April 2012 - December 2012
Wells Fargo December 2007 - November 2011
Skills
Microsoft Office, Loan Origination, Individual Retirement..., Home Equity Lines of..., Customer Service, Banking, Wealth Management, Sales, Customer Retention, Finance, Leadership, Management, Consumer Lending
Education
Strayer University 2015 — 2017
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Atlanta Metropolitan State College 2014 — 2015
Bachelor of Business Administration (B.B.A.), Business/Corporate Communications
San Francisco State University 2002 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, General
City College of San Francisco 2000 — 2002
Associate of Arts and Sciences (A.A.S.), Business, Management, Marketing, and Related Support Services
Emery Accounting January 2015 - Present
St. Michael's Learning Academy May 2014 - September 2014
TexasRealtyPros.com February 2013 - July 2013
Gantz Management LLC March 2012 - November 2012
Starbucks September 2009 - March 2012
Apostolic Faith Pentecostal Church July 2009 - December 2010
HCA September 2007 - September 2008
Wells Fargo January 2007 - June 2007
Skills
Leadership, Public Speaking, Customer Service, Teaching, Social Media, Missions, Volunteer Management, Sales, Administrative..., Communication, Strategic Planning, Social Media Marketing, SAP Materials Management, Website Development, Customer Relationship..., Google Apps for Business, Logistics, Inventory, Purchasing, Invoice Verification, Project Management, Efficiency Analysis, Workflow Organization, Communication and..., Proven Ability to..., Business Consultant, Interdepartmental...
Education
St. Michael's Learning Academy 2014 — 2014
Materials Management, Financial Accounting and Controlling Completion Certificate, SAP (System Applications and Products)
San Jacinto College
Continuing Education
Columbus East High 1999 — 2002
High School/Secondary Diplomas and Certificates
Wells Fargo August 2014 - Present
Wells Fargo December 2011 - August 2014
Travelex August 2009 - November 2011
Skills
Customer Service, Market Research, Account Management, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, Marketing, PowerPoint, Sales
Education
SKEMA Business School 2008 — 2008
Business
San Francisco State University, College of Business 2004 — 2008
Bachelor of Science, International Business
JPMorgan Chase May 2012 - Present
Wells Fargo 2006 - 2012
Education
Institute of International Studies and Training
Master of Business Administration (MBA), International Finance
San Francisco State University, College of Business
MBA
University of Missouri-Kansas City
Finance, General
PRO Unlimited July 2015 - Present
Financial Services Group July 2013 - June 2015
Ross Stores, Inc. May 2013 - June 2013
Wells Fargo July 2008 - April 2013
Bath & Body Works May 2007 - July 2008
Maritz Research April 2005 - August 2006
Skills
Ten Key, Microsoft Word, Work Ethic, Communication, Customer Service, Customer Satisfaction, Meet Deadlines, Sales, Direct Sales, General Office Skills, Job Coaching, Telephone Interviewing, Setting Appointments, Team Leadership, Building Relationships, Organization, Multi Tasking, Marketing Research, Problem Solving, Qualitative Research
Education
San Francisco State University 2006 — 2011
Bachelor's degree, Sociology
Wells Fargo September 2013 - Present
Bio-Log International Inc. February 2011 - September 2012
Education
San Francisco State University
Wells Fargo June 2015 - Present
Wells Fargo January 2014 - June 2015
Wells Fargo November 2009 - December 2013
Wells Fargo January 2007 - November 2009
Wells Fargo January 2006 - December 2006
Wells Fargo December 2004 - December 2005
Skills
Customer Service, Management, Training, Retail Banking, Teller Operations, Corporate Communications, Treasury Management, Relationship Management, Wholesale Banking, Portfolio Management, Financial Analysis, Microsoft Office, Team Leadership, Finance, Credit
Education
San Francisco State University, College of Business 2000 — 2005
Bachelor's degree, Corporate Finance
Tarantino Properties October 2014 - Present
TEAM Enterprises January 2011 - Present
Texas Electrical Residential Contractors January 2012 - October 2014
Wells Fargo September 2008 - December 2012
Skills
Brand Awareness, Customer Service, Marketing, Social Media Marketing, Trade Shows, Facebook, Human Resources, Event Planning, Sales, Advertising
Education
University of Houston-Clear Lake 2011 — 2014
Bachelor of Science (BS), Accounting
San Jacinto College 2008 — 2010
Associate of Arts, Business
J.P. Morgan August 2015 - Present
Wells Fargo January 2014 - July 2015
Morgan Stanley Wealth Management April 2013 - December 2013
Gap Inc. July 2008 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Facebook, Retail, Marketing, Outlook, Merchandising, Market Research, Advertising, Financial Analysis, Public Speaking, Research, Data Entry, Marketing Communications, Analysis, Management, Critical Thinking
Education
San Francisco State University, College of Business 2012 — 2014
Bachelor of Science (BS), Marketing
Wells Fargo
Skills
Loans, Banking, Coaching, Compliance, Credit, Customer Experience, Risk Management, Team Leadership, Process Improvement, Business Analysis, Insurance, Analysis, Call Centers, Financial Analysis, Financial Services, Customer Service, Leadership, Management, Relationship Management, Retail Banking, Consumer Lending
Education
San Francisco State University, College of Business
JPMorgan Chase November 2011 - Present
Wells Fargo 2009 - 2011
Wells Fargo Bank 2005 - 2009
AT&T Mobile Tel 1999 - 2005
Skills
Credit, Loans, Cross Selling, Commercial Banking, Portfolio Management, Credit Analysis, Relationship Management, Commercial Lending, Small Business Lending, Financial Analysis, Financial Services, Loan Origination, Underwriting, Cash Management, Treasury Management, Credit Cards, Risk Management, Banking, Financial Risk, Retail Banking
Education
San Francisco State University
Business
LinkedIn January 2014 - Present
Apigee May 2013 - December 2013
Salesforce.com July 2011 - April 2013
Wells Fargo & Company October 2009 - July 2011
Barclays Global Investors November 2007 - October 2009
Wells Fargo & Company May 2001 - November 2007
Wells Fargo May 2000 - May 2001
Skills
SDLC, Agile Methodologies, Software Project..., Cross-functional Team..., Agile Project Management, PMO, Business Analysis, Vendor Management, Project Portfolio..., Program Management, PMP, Change Management, IT Management, Management, Enterprise Software, Project Management, Process Improvement, Leadership, Business Process
Education
San Francisco State University, College of Business 1995 — 2000
Bachelor's Degree, Business Computer Information Systems
CFISD October 2012 - Present
CFISD August 2005 - July 2012
Wells Fargo September 1991 - September 1996
Charter Bank/Western Bank March 1984 - September 1990
Greenway Bank and Trust January 1979 - February 1984
Skills
Staff Development, Teaching, Public Speaking, Gifted Education, Social Studies, Coaching, Research, Guided Reading, Differentiated..., Leadership Development, Community Outreach, Classroom Management, Critical Thinking, Language Arts, Fundraising, Non-profits, Secondary Education, PowerPoint, Lesson Planning, K-12, Tutoring, Customer Service
Education
Kaplan University School of Professional and Continuing Education 2013 — 2014
Completed 180 hours required for Real Estate License, Real Estate
Shepherd University 1998 — 2004
Bachelor of Arts (B.A.), Secondary Education and Teaching, 3.54
San Jacinto College 1991 — 1992
Associate of Arts (A.A.), Sociology, 3.26
Classic Car Wash February 2014 - Present
Wells Fargo March 2012 - February 2013
Whole Foods Market November 2010 - January 2012
Baskin Robbins August 2008 - November 2010
UPS October 2009 - January 2010
AMC Theatres March 2007 - August 2008
Skills
PowerPoint, Pivot Tables, Access, Excel, Economics, Word, Quickbooks, WordPress, Communication, Financial Reporting
Education
Cupertino High School 2005 — 2008
San Francisco State University
Business Administration Concentration in Accounting, Accounting
Giant Creative Strategy December 2014 - Present
FCB Global September 2011 - December 2014
Doremus February 2010 - September 2011
Black Bag Advertising April 2008 - February 2010
McCann November 2004 - April 2008
CNET Networks 2003 - 2004
Wells Fargo April 1994 - November 2003
BSSP 2001 - 2001
Skills
Analytics, Digital Strategy, Digital Marketing, Web Analytics, Email Marketing, Online Advertising, Advertising, Lead Generation, Online Marketing, Digital Media, Integrated Marketing, SEO, Social Media, Direct Marketing, Interactive Marketing, Marketing Strategy, Ad Serving, SEM, PPC, Google Analytics, DoubleClick, Segmentation, Mobile Marketing, Marketing Research, Database Marketing, Market Research, Multi-channel Marketing, Competitive Analysis, Client Services, Customer Acquisition, Mobile, Product Marketing, Marketing Operations, Multivariate Testing, Statistics, CRM, Strategy, Media Planning, B2B, Marketing, Direct Mail, Web Marketing, Social Media Measurement, SaaS, Customer Insight, Management, Social Media Marketing, Leadership, Marketing Communications
Education
San Francisco State University, College of Business 1993 — 1999
BS International Business, Marketing Concentration
Marina Middle School
TS Company December 2013 - Present
Houston Community College October 2013 - December 2013
San Jacinto College August 2008 - December 2013
United Space Alliance September 2012 - August 2013
University of Houston May 2012 - July 2013
University of Houston August 2009 - May 2013
Wells Fargo March 2008 - August 2009
Walgreens August 2004 - March 2008
Skills
Leadership, Matlab, Analysis, Teamwork, Engineering, Physics, Mathematics, Training, PowerPoint, Microsoft Office, SAS Programming, Microsoft Excel, Teaching, Communication, Public Speaking, Fortran, Critical Thinking, Team-oriented, Mechanical Engineering, Microsoft Word, Technical Writing, Access, Team Leadership, Programming, Project Management, AutoCAD, Time Management, Logistics Management, OS X, Mathematica, Project Planning, Photoshop, Strategic Management, Visio, Labview, Solidworks, C++, Simulations, LaTeX, Logistics, Visual Basic, Microsoft Visio, Technical, SAS
Education
Texas A&M University
Master's Degree, Computational and Applied Mathematics
University of Houston 2008 — 2013
Bachelor of Science (B.S.), Mathematics & Engineering
University of Houston-Clear Lake 2008 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
San Jacinto College 2007 — 2009
Associate of Science (A.S.), Physics
San Jacinto College 2002 — 2007
Associate of Arts (A.A.), Business Administration and Management, General
ALU 2014 — 2014
Graduate Certificate, Operations Research & Analysis, 4.0
SAS Institute 2014 — 2015
Continuing Education, SAS Programming, N/A
Wells Fargo December 2013 - Present
Wells Fargo March 2013 - December 2013
Wells Fargo January 2012 - March 2013
San Francisco State University October 2008 - August 2011
Skills
PowerPoint, Microsoft Office, Accounts Payable, Word, Spreadsheets, SOX 404, Microsoft Word, Microsoft Excel, Financial Reporting, Auditing, Budgets, Process Improvement, Management, Forecasting, Invoicing, Leadership, Accounting, Financial Accounting, Financial Analysis
Education
San Francisco State University, College of Business 2008 — 2011
Bachelor of Science, Business Administration (Corporate Finance) & Minor in Accounting
Pacific Gas and Electric Company January 2012 - Present
Pacific Gas & Electric May 2011 - January 2012
Wells Fargo October 2009 - April 2011
Education
San Francisco State University, College of Business 1999 — 2001
Bachelor of Science (BS), Marketing
George Washington High School 1992 — 1996
Wells Fargo May 2013 - Present
Wells Fargo Bank 2006 - Present
Wells Fargo 2003 - Present
Skills
SDLC, Quality Assurance, Agile Methodologies, Vendor Management, Quality Center, Software Project..., Regression Testing, Java, SQL, User Acceptance Testing, Test Planning, Enterprise Architecture, HP Quality Center, Banking, Business Analysis, Software Quality..., Unix, SOA, DB2, Credit, Requirements Analysis, Test Automation, Visio, Management, Testing
Education
San Francisco State University
Bachelor of computer schience
Wells Fargo June 2014 - Present
Bloomingdale's November 2011 - March 2012
Soleil Tanning Salon June 2010 - September 2010
Forever 21 March 2009 - January 2010
Skills
Social Media, Strategic Planning, Marketing Communications, PowerPoint, Microsoft Office, Marketing Strategy, Event Management, Customer Service, Email Marketing, Advertising
Education
Fashion Institute of Design & Merchandising 2011 — 2013
Associate of Arts (AA), Beauty Industry Merchandising and Marketing
San Francisco State University 2008 — 2011
Psychology
Google August 2015 - Present
Wells Fargo November 2012 - August 2014
Chevron April 2009 - May 2011
Chevron June 2008 - August 2008
Chevron June 2007 - August 2007
Eden Housing, Inc. July 2006 - August 2006
The Clorox Company June 2006 - June 2006
Skills
SAP, Forecasting, Accounting, Accounts Payable, Accounts Receivable, Microsoft Excel, Budgets, Hyperion Enterprise, Yardi Enterprise
Education
San Francisco State University, College of Business
Bachelor's Degree, Corporate Finance and Financial Services
University of California, Berkeley 2013 — 2014
Certificate, Accounting
Wells Fargo June 2009 - Present
Andersen's Bakery February 2007 - June 2008
Skills
Languages, Speaking Burmese, Speaking Mandarin, Internal Audit, Warehouse Management, Marketing Research, PowerPoint, Excel, Scheduling, Sales Representatives, Customer Service, Service Operations, Group Presentations, Cash Management, Inventory Control, Staff Supervision
Education
San Francisco State University 2006 — 2011
Bachelor of Science, International Business
Wells Fargo March 2013 - Present
JPMorgan Chase May 2012 - February 2013
Wells Fargo January 1998 - May 2012
Bank of America July 1997 - December 1997
US Bancorp December 1993 - March 1997
Skills
Agile Methodologies, SDLC, PeopleTools, PeopleSoft, SQL, Data Warehousing, Requirements Analysis, Unix, Integration, Oracle, Visio, Requirements Gathering, XML, Business Analysis
Education
San Francisco State University 1993 — 1995
Bachelor of Science, Computer Science
Wells Fargo January 2012 - Present
Financial Analysis & Management Education (FAME) at San Francisco State University 2011 - 2012
The UPS Store October 2009 - December 2011
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Investments, Financial Modeling, Customer Service, Microsoft Office, Microsoft Word, Access, Finance, Accounting, Financial Reporting, Asset Management, Public Speaking, Strategic Planning, Research, Corporate Finance, Team Leadership, Data Analysis
Education
San Francisco State University, College of Business 2008 — 2012
Bachelor of Science (B.S.), Corporate Finance
Wells Fargo January 2014 - Present
Wells Fargo July 2013 - December 2013
Wells Fargo Bank September 2010 - July 2013
Wells Fargo June 2005 - September 2010
Wells Fargo April 2004 - June 2005
Skills
Financial Analysis, Credit Analysis, Financial Modeling, Credit, Banking, Loans, Commercial Banking, Commercial Lending, Underwriting, Portfolio Management, Treasury Management, Capital Markets, Real Estate Transactions, Analysis, Financial Risk
Education
San Francisco State University, College of Business 1998 — 2003
MBA, Concentration: Accounting
San Jose State University 1998 — 2003
BS, Business Administration and Management, General
Insight April 2008 - Present
Calence March 1998 - April 2008
Open Systems Enterprise Solutions June 1997 - March 1998
Wells Fargo June 1996 - May 1997
First Interstate Bank May 1995 - June 1996
Visa February 1992 - May 1995
Bank of America September 1984 - January 1992
Skills
Vendor Management, Strategy, Network Architecture &..., Security Architecture &..., Quality Assurance &..., Project Management, Client Engagement..., Disaster Recovery &..., Network Assessments, Consulting Practice..., Strategic Solutions &..., Management, Cisco Technologies, Mobility Solutions &..., Data Center Technologies, Converged Video..., Strategic Leadership, Sales Presentations, Value Based Selling, Sales Practices &..., Storage Solutions &..., Public Speaking, Quality Assurance, Data Center, Network Architecture, Disaster Recovery, Integration, Business Continuity, Customer Engagement, VoIP, Solution Selling, Unified Communications, Cloud Computing, SaaS, Managed Services, Security, MPLS, Networking, Wireless, Account Management, Enterprise Software, Professional Services, Virtualization, CRM, Business Development, Business Intelligence, Business Process, Sales Process, Leadership, Process Improvement
Education
San Francisco State University
CIS
University of Phoenix
BSCIS, Bachelors of Science CIS
University of Phoenix
MSCIS, Masters of Science CIS
StrataCare, A Xerox Company March 2015 - August 2015
Wells Fargo March 2012 - 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, SQL, Xcode, Microsoft CRM, C++, java, HTML, JAD, TSQL, MS Visio
Education
University of California, San Diego 2014 — 2015
Mobile application Design, Mobile Ap design
Skyline College 2013 — 2014
Athletics
San Francisco State University 2008 — 2010
B.A. Mathemetics, Mathematics
PGH Wong Engineering Inc. August 2015 - Present
Bank of America February 2015 - August 2015
Bank of America July 2013 - February 2015
Bank of America January 2013 - July 2013
Wells Fargo July 2012 - January 2013
Alpha Kappa Psi - Psi Kappa Chapter February 2011 - June 2011
Financial Analysis and Management Education (FAME) January 2011 - May 2011
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Microsoft Access, PowerPoint, Public Speaking, Time Management, Customer Service, Sales, Finance, Customer Satisfaction, Sales Management, Accounting, Leadership, Access, Teamwork
Education
San Francisco State University, College of Business 2009 — 2013
Bachelor of Science (B.S.), Finance
Subaru of America May 2015 - Present
Wells Fargo Home Mortgage November 2012 - April 2015
Geek Squad July 2006 - December 2012
Wells Fargo April 2007 - November 2012
ActionLink October 2006 - February 2010
San Francisco Police Department (Legal Liaison) June 2003 - May 2006
Skills
Automotive Electronics, Residential Mortgages, Microsoft Office, OS X, Leadership, Accounting, Financial Analysis, Management, Sales, Teamwork, Troubleshooting, Retail Banking, 10 Key, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Analysis
Education
San Francisco State University, College of Business 2006 — 2012
Bachelor of Science (B.S.), Finance
Wells Fargo July 2013 - Present
Wells Fargo April 2009 - June 2013
Wells Fargo July 2006 - April 2009
Qzina Specialty Foods August 2001 - August 2005
Cord Blood Registry March 1996 - July 2001
Skills
Financial Analysis, Process Improvement, Project Management, Cash Management, Treasury Management, Customer Service, Budgets, Finance, Leadership, Management, Microsoft Excel, Risk Management, Team Building, Vendor Management
Education
San Francisco State University 1991 — 1996
Bachelor of Arts, Creative Arts
Paladin Internet Properties, Inc. September 2008 - Present
CareTouch October 2001 - October 2002
Wells Fargo February 1997 - February 1998
Wells Fargo May 1995 - February 1997
Wells Fargo May 1994 - May 1995
Wells Fargo August 1989 - May 1994
Skills
Strategic Financial..., Management, Wealth Management, Retirement Planning, Asset Management, Sales, Investments, Mutual Funds, Retirement, Investment Advisory
Education
San Francisco State University 1988 — 1992
Bachelor of Science (BS), Political Science and Government
Wells Fargo Advisors August 2015 - Present
Wells Fargo Advisors August 2013 - Present
Wells Fargo September 2010 - August 2013
Mechanics Bank August 2008 - October 2009
Wells Fargo April 2006 - July 2008
Skills
Banking, Commercial Lending, Credit, Credit Analysis, Finance, Financial Services, Lines Of Credit, Loans, Portfolio Management, Small Business Lending, Retail Banking, Credit Risk, Financial Analysis, Consumer Lending, Investments, Cash Management, Financial Risk, Mortgage Lending, Wealth Management, Commercial Banking, Underwriting, Financial Planning, Mutual Funds, Insurance, Loan Origination, Cross Selling, Relationship Management, Asset Management, Securities, Equities, Mortgage Banking, Fixed Income, Investment Banking, Retirement Planning, Refinance, Private Banking, Residential Mortgages, Financial Advisory, Financial Modeling, Capital Markets, Investment Advisory, Financial Markets, Real Estate, Trading, Credit Cards, Customer Service, Risk Management, Series 63, Valuation, Microsoft Office
Education
FINRA, CA Dept. Insurance 2013 — 2013
Series 6, 63, Life-Only, Variable Contracts, Investments and Securities
San Francisco State University, College of Business 2011 — 2013
Bachelor of Science (B.S.), Finance, General
Alyson Jon Interiors August 2014 - Present
Wells Fargo January 2009 - August 2014
Woodforest National Bank June 2006 - December 2008
Skills
Banking, Credit, Retail Banking, Consumer Lending, Commercial Banking, Cash Handling Experience, Operations Management, Sales Management, Back Office, Internal Audit, Bank Mergers, Lines Of Credit, Sales
Education
University of Houston 2012 — 2014
Bachelor of Science (B.S.), Digital Communication and Media/Multimedia
San Jacinto College 2006 — 2012
Associate's degree
Channelview 2003 — 2006
Diploma, Communication and Media Studies
Wisenbaker Builder Services March 2015 - Present
Wisenbaker Builder Services May 2012 - February 2015
Walt Disney World May 2011 - August 2011
Wells Fargo February 2009 - November 2010
Skills
Sales, Account Management, Cold Calling, Customer Service, Direct Sales, Sales Management, Inside Sales, Sales Presentations, Process Scheduler, Sales Process, Selling, Sales Operations, Employee Training, Time Management
Education
Texas State University-San Marcos 2010 — 2012
Bachelor of Science (B.S.), Psychology
San Jacinto College 2007 — 2009
Associate's degree, Psychology
Wells Fargo July 2015 - Present
Skills
JavaScript, HTML, Java, Oracle, SQL, Database Design, Outlook, Public Speaking, AJAX, C#, Web Development, C++, Visual Basic, XML, C, Databases, Microsoft SQL Server, .NET, ASP.NET, Photoshop, Programming, Visual Studio, Microsoft Office, Customer Service, Integration, jQuery, Operating Systems, Team Building, Windows, Testing, Oracle SQL Developer, XHTML, VBScript, Microsoft Excel, PL/SQL, TFS, Information Technology, Access, PowerPoint, MySQL, Linux, Eclipse, Java Enterprise Edition, JSP, Struts, NetBeans, Hibernate, Servlets, Spring Framework, Spring MVC
Education
University of Houston-Clear Lake 2011 — 2014
Bachelor of Science (B.S.), Computer Information Systems
San Jacinto College 2009 — 2010
Associate of Arts (A.A.), General Studies
PNP Supplements December 2009 - Present
Wells Fargo June 2010 - January 2011
MassMutual Financial Group October 2009 - May 2010
Wells Fargo March 2006 - November 2009
Wells Fargo March 2006 - July 2006
Wells Fargo March 2004 - November 2004
Skills
Financial Analysis, Investments, Risk Management, Derivatives, Microsoft Excel, Trading, Leadership, Time Management, Training, Strategic Planning, Analysis, Financial Services, Employee Benefits, Management, Access, Insurance, Accounting, Sports Nutrition, Entrepreneurship, Supplements, Fitness, Marketing, Marketing Strategy, Food Supplements, Project Management, Product Development, Social Media Marketing, Sports, Advertising, Team Building, Customer Service, International Sales, Athletic Training, Online Advertising, Sales Management, E-commerce, Social Media, Public Speaking, Brand Development, Weight Training, Strength Training, Nutraceuticals, Corporations, Nutrition Education, Athletics, Well Being, Functional Training, Product Design, Labels
Education
San Francisco State University, College of Business 2000 — 2004
B.S. Business Administration
Polam Federal Credit Union January 2014 - Present
milagros April 2013 - January 2014
JPMorgan Chase September 2011 - April 2013
Wells Fargo May 2009 - September 2011
Skills
Risk Management, Financial Risk, Customer Service, Leadership, Management, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Sales, Event Planning
Education
San Francisco State University 2004 — 2008
Bachelor of Arts (BA), Criminal Justice/Safety Studies
Rothstein Kass October 2008 - Present
KPMG US October 2008 - Present
Wells Fargo June 2006 - July 2008
Skills
Alternative Investments, Private Equity, GAAP, Auditing, Tax Preparation, Fund Of Funds, Fund Accounting, SEC filings, US GAAP, Venture Capital, Financial Services, CPA, Hedge Funds, Financial Reporting, Tax, SEC Filings, Accounting
Education
San Francisco State University, College of Business 2004 — 2007
BS Business Administration & Accounting Emphasis, Accounting & Business
Zazzle October 2009 - Present
Verizon Wireless June 2008 - February 2009
Wells Fargo February 2007 - February 2008
Skills
Excel, PowerPoint, Word, Team Leadership, Customer Service, Outlook, Problem Solving, Budgeting, Data Entry, Process Improvement, Teamwork, Inventory Management, Documentation, Strategic Planning, Product Development, Typing, Quality Assurance, Research, Photoshop, Scheduling, Product Management, Team Management, Hiring, Microsoft Office
Education
San Francisco State University, College of Business 2006 — 2011
BA, Management
San Francisco State University
Bachelor's degree, Business Management
Lincoln Property Company June 2014 - Present
Potluck Consulting March 2014 - July 2014
Wells Fargo February 2011 - April 2013
EXPRESS September 2008 - December 2009
Casa de las Campanas June 2006 - July 2008
Skills
Learning Quickly, Spanish-speaking, Highly detail oriented, Organized Multi-tasker, Customer Service, Communication Skills, Microsoft Office, International Business, Team-oriented, Salesforce.com, PowerPoint, General Awesomeness, Microsoft Excel, Data Entry, Spanish, Leadership, Finance, Teamwork, Access, Market Research, Communication, Sales, Event Planning, Social Media
Education
San Francisco State University, College of Business 2007 — 2011
BS, International Business
American Business School Paris 2010 — 2011
International Busines
21st Century Home Health Services August 2014 - Present
First Business Flights August 2013 - Present
Akamai Technologies March 2012 - May 2014
Cotendo (acquired by Akamai Technologies) December 2010 - March 2012
Wells Fargo July 2009 - August 2010
AT&T July 2006 - May 2009
Skills
Cloud Computing, SaaS, Product Management, Strategic Partnerships, Enterprise Software, Start-ups, Salesforce.com, Solution Selling, E-commerce, Business Development, Lead Generation, Data Center, Security, CRM, Cross-functional Team..., Management, Integration, Leadership, Sales Operations, Project Management, Networking, Sales, Strategy
Education
Golden Gate University - Ageno School of Business
MBA
San Francisco State University, College of Business
B.S, Corporate Finance
San Mateo County July 2013 - Present
Wells Fargo January 2012 - July 2013
Star Learning Center March 2009 - January 2012
Skills
Microsoft Excel, Management, PowerPoint, Customer Service, Microsoft Office, English, Microsoft Word, Access, Data Entry, Teamwork, Outlook, Accounting, Art
Education
San Francisco State University 2007 — 2012
Undergraduate, Business Administration ( Management )
Wells Fargo June 2013 - Present
Velti March 2012 - February 2013
Velti June 2011 - March 2012
KPMG LLP 2010 - 2011
Premier Staffing 2010 - 2011
CB Richard Ellis August 2007 - January 2010
MAYO & MAYO November 2005 - July 2007
Skills
Event Planning, Microsoft Office, Team Building, Marketing Communications, Social Media, Event Management, Budgets
Education
San Francisco State University
Bachelor of Arts, Psychology
ElectraChime January 2005 - Present
Wells Fargo 1995 - 2008
Charles Schwab 1997 - 2004
First Nationwide Bank 1984 - 1990
Skills
Product Management, Financial Services, Segmentation, Competitive Analysis, Analytics, Portfolio Management, Product Marketing, Customer Acquisition, Vendor Management, Product Development, Direct Marketing, Cross-functional Team..., Relationship Management, Strategic Planning, Business Strategy, Trading, Market Research, Marketing Strategy, Equities
Education
San Francisco State University, College of Business 1979 — 1982
Marketing
Wells Fargo July 2011 - Present
MassMutual Financial Group July 2010 - July 2011
Vo's LLC July 2010 - May 2011
VIZ Media July 2010 - December 2010
VITA- Vietnam Teaching Assistantship June 2010 - July 2010
Gap Inc./Old Navy December 2008 - June 2010
Mervyns March 2008 - December 2008
Mervyns August 2006 - March 2008
AdPubi/Pingo Calling Cards June 2006 - December 2006
UC Berkeley-Blue and Gold Yearbook August 2002 - May 2005
Skills
Forecasting, Budgeting, Event Management, Retail, Operational Planning, Team Building, Budgets, Event Planning, Customer Service, Management, Operations Management, Marketing, Training, Sales
Education
San Francisco State University, College of Business 2010 — 2013
MBA, Emphasis in Marketing and Finance
University of California, Los Angeles 2006 — 2006
Bachelor Of Arts, Asian-American Studies
University of California, Berkeley 2002 — 2006
Bachelor Of Arts, Mass Communications, Marketing/Advertising Emphasis
University of California, Berkeley 2002 — 2006
Bachelor of Science, Ethnic Studies
Oak Grove High School 1999 — 2002
High School Diploma, Information Technology
Oak Grove High School 1998 — 2002
HS Diploma, Information Technology
Guidewire Software June 2014 - Present
Jamba Juice March 2014 - April 2014
Stanford Research Institute September 2013 - December 2013
Well Fargo Bank July 2013 - September 2013
Blue Shield of California April 2013 - June 2013
Symantec December 2012 - April 2013
Abbott Diabetes Care September 2012 - October 2012
Kaiser Permanente July 2011 - February 2012
Wells Fargo April 2011 - July 2011
Safeway January 2007 - March 2011
Skills
IT Audit, Security, Information Security..., Governance, Sarbanes-Oxley Act, COBIT, Disaster Recovery, Risk Assessment, Information Technology, Risk Management, Enterprise Risk..., COSO, Auditing, SDLC, Internal Audit, Data Center, CISA, Internal Controls, PCI DSS, HIPAA, Compliance, Business Continuity, SOX, IT Governance, IT Risk, SAS70, CISSP, Risk, ISO 27001:2013
Education
San Francisco State University, College of Business
BS, Information Systems
Wells Fargo December 2012 - Present
United Health Group December 2010 - October 2012
Humana October 2007 - December 2010
Intellimed July 2005 - October 2007
Skills
Business Intelligence, Microstrategy, PL/SQL, SAS, Microsoft SQL Server, Oracle SQL, Crystal Reports, Stored Procedures, T-SQL, SSIS, VBA, Managed Care, Medicaid, Medicare, Analytics, Access, Sybase, Unix, Data Analysis, MicroStrategy, Oracle
Education
San Francisco State University, College of Business 2000 — 2002
MSBA, Computer Information Systems
1993 — 1997
BS, Industrial Engineering
Wells Fargo July 2015 - Present
Wells Fargo March 2013 - July 2015
BlackRock December 2009 - March 2013
Barclays Global Investors (acquired by BlackRock) September 2007 - December 2009
KPMG November 2004 - August 2007
KPMG Audit 2004 - 2007
Shwiff, Levy & Polo LLP November 2000 - November 2004
Skills
RSA Archer eGRC, Audit, Internal Controls, SOX, Internal Audit, Auditing, Compliance, Enterprise Risk..., Risk Management, Asset Management, Risk, RSA Archer Certification, Sarbanes-Oxley Act, Financial Reporting, Financial Risk, Financial Analysis, Operational Risk...
Education
San Francisco State University, College of Business
Bachelor of Science (B.S.), Finance & Accounting
Wells Fargo December 2014 - Present
Wells Fargo (Contractor through Aerotek) April 2014 - December 2014
Tribune Direct March 2010 - December 2013
Tribune Direct November 2005 - February 2010
Xtreme Traffic Builders, Inc. January 2002 - June 2005
Media Solutions Services April 2000 - August 2001
Skills
Direct Marketing, Integrated Marketing, Direct Mail, Advertising, Account Management, Customer Acquisition, CRM, Marketing, Analytics, Email Marketing, Database Marketing, Lead Generation, Data Analysis, Variable Data Printing, Campaign Management, Sales, Management, Digital Printing
Education
San Francisco State University, College of Business
BS, Marketing
Intuit November 2006 - Present
Wells Fargo 2004 - 2004
Northpole Ltd 2002 - 2004
Runaware December 2000 - March 2002
ICplanet Corporation 1999 - 2000
Bridge Design 1997 - 1999
JWT 1995 - 1997
Skills
Online Marketing, PPC, Programmatic Marketing, Display Advertising, Mobile Marketing, Online Lead Generation, Strategy, Mobile Search, search marketing, Social Media Marketing, Marketing, Product Development, Demand Generation, Business Strategy, Public Relations, Online Advertising, Product Marketing, Email Marketing, SEM, Lead Generation, Product Management, Digital Marketing
Education
San Francisco State University, College of Business 1990 — 1995
Bachelor of Science (B.S.), Business Management, Marketing
Capital High School 1987 — 1990
Bank of America July 2012 - Present
Bank of America April 2004 - July 2012
NextgenID August 2003 - April 2004
Bank of America November 2000 - August 2003
Genealogy.com November 1999 - October 2000
Community West Bank September 1998 - October 1999
San Francisco Giants March 1998 - September 1998
Wells Fargo February 1995 - October 1997
TMC Development June 1994 - January 1995
Tracy Federal Bank March 1992 - June 1994
Skills
Vendor Management, Business Analysis, Software Documentation, Banking, Active Directory, Windows Server, Microsoft Office, Troubleshooting, Software Deployment, Server Admin, VMware, Remote Desktop, Windows XP Pro, Technical Support, System Deployment, Business Continuity, Incident Management, VPN, Networking, Servers, System Administration, Operating Systems, Microsoft Exchange
Education
San Francisco State University, College of Business 1994 — 1998
MBA Coursework (42 semester units)
University of Southern California - Marshall School of Business 1987 — 1991
Bachelor of Science (BS), Business Administration
St. Ignatius College Preparatory 1983 — 1987
Wells Fargo October 2011 - Present
Wells Fargo September 2010 - October 2011
Wells Fargo November 2005 - September 2010
Wells Fargo March 2003 - November 2005
Wells Fargo January 2001 - March 2003
Wells Fargo January 2000 - January 2001
Wells Fargo January 1997 - January 2000
Wells Fargo January 1996 - January 1997
Wells Fargo December 1994 - April 1996
Skills
Business Requirements, Process Improvement, Vendor Management, SDLC, Requirements Analysis, Requirements Gathering, Business Analysis, Financial Services, Risk Management, Visio, Banking, Business Process..., PMO, Project Portfolio..., Software Project...
Education
San Francisco State University, College of Business 1995 — 2000
Bachelor of Science (B.S.), International Business Management
Wells Fargo 2000 - Present
Charles Schwab 1997 - 2000
State Street 1994 - 1997
Education
San Francisco State University, College of Business 1988 — 1993
Purely Cloud January 2014 - Present
Wells Fargo August 2009 - Present
Redwood Trust 2003 - 2008
United Commercial Bank 2003 - 2003
Atherton Capital Incorporated 2000 - 2002
Union Bank of California 1993 - 1999
LMW & Associates 1991 - 1993
Citibank 1984 - 1991
Skills
Portfolio Management, Asset Management, Risk Management, Property Management, Loan Servicing, Mortgage Lending, Loans, Due Diligence, Securitization, Finance, Commercial Real Estate, Investment Properties, Investments, Credit, Structured Finance, Real Estate Economics, Analysis, Cash Flow, Real Estate, Financial Risk
Education
San Francisco State University, College of Business 1983 — 1988
MBA, Marketing/Finance
Southern Illinois University, Carbondale 1978 — 1980
Master of Science, Health Education
Charles Schwab November 2012 - Present
Wells Fargo May 2007 - December 2012
Wells Fargo August 2003 - May 2007
Wells Fargo January 2001 - August 2003
Wells Fargo May 1998 - January 2001
Wells Fargo September 1995 - May 1998
Bayview Bank June 1994 - June 1995
Tuttle & Co. August 1993 - June 1994
Geotronics Corporation January 1985 - June 1987
Alterman Audio 1978 - 1984
Skills
SAS, Predictive Analytics, Business Analysis, Analysis, Teradata, Portfolio Management, Data Warehousing, Financial Risk, Email Marketing, Online Marketing, Business Intelligence, Marketing analytics, KXEN, SQL, Statistics, Basel II, Online Advertising, Online Sales, Online Research, target marketing, Monte Carlo Simulation, Forecasting Models, SAS/SQL, SQL Server, Oracle SQL, Computer Science, Mainframe, Credit Risk, Credit Portfolio..., Risk Analytics, Risk, Microsoft Office, Electronics, Business Ethics, Philosophy of Religion, Philosophy Of Science, Theology, data science, data scientist, Industrial automation, industrial process...
Education
San Francisco State University, College of Business 1991 — 1993
Finance, Statistics, Operations
St. Philip's, Toronto 1988 — 1990
BA, Philosophy
University of New Orleans 1978 — 1982
BS, Physics w/EE/CSCI
Wells Fargo April 2009 - Present
Wells Fargo April 2003 - March 2009
Skills
Credit Risk, Credit, Analysis, Loans, Portfolio Management, Finance, Financial Analysis, Financial Reporting, Accounting, Risk Management
Education
San Francisco State University, College of Business 1996 — 2000
Bachelor of Science, Business: Computer Information Systems
Wells Fargo 2008 - Present
Wells Fargo April 2007 - July 2008
Education
San Francisco State University, College of Business
Wells Fargo Bank March 2006 - Present
Wells Fargo January 1998 - September 2004
Skills
Production Support, Risk Management, Process Improvement
Education
San Francisco State University, College of Business 1991 — 1995
Wells Fargo April 2013 - May 2014
Walmart eCommerce January 2013 - March 2013
Wells Fargo Bank February 2011 - August 2012
BlackRock Institutional Trust Company, N.A. December 2009 - January 2011
Barclays Global Investors June 2006 - December 2009
Charles Schwab December 1994 - May 2006
Skills
PMP, Certified Scrum Master, ITIL Foundation, Strategic Planning, SDLC, PMO, Vendor Management, Software Quality..., Software Development, Budgets, Business Analysis, Agile Methodologies, Software Project..., Process Improvement, Scrum, Quality Assurance, Test Automation, Cross-functional Team..., Requirements Gathering, Project Management, Waterfall, Business Intelligence, User Acceptance Testing, ITIL, JIRA, Integration, IT Management, Databases, Requirements Analysis, Testing, Software Documentation, Agile Project Management, Data Warehousing, E-commerce, Analysis, Outsourcing, Release Management
Education
San Francisco State University, College of Business
B.S., Business Analysis & Information Systems
Wells Fargo Bank February 2010 - Present
Wells Fargo February 2009 - January 2010
Education
San Francisco State University, College of Business 1999 — 2003
Kilroy Realty Corporation January 2013 - Present
Equity One, Inc January 2011 - January 2012
Capital & Counties Usa Inc Equity One March 2008 - July 2011
CNET Networks October 2007 - February 2008
Finance & Accounting Consultant 2001 - 2008
Gap Inc. March 2007 - June 2007
Crescent Heights September 2002 - August 2003
California Pacific Medical Center November 1999 - January 2001
Carlson Design Construct August 1996 - April 1999
Wells Fargo December 1990 - July 1996
Skills
Finance, Accounting, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Auditing, Revenue Recognition, Variance Analysis, Budgets, Cash Management, Account Reconciliation, GAAP, Financial Statements, General Ledger, SEC filings, Management, Analysis, Journal Entries, Due Diligence
Education
San Francisco State University, College of Business 1997 — 1999
Mark Serafini MBA May 2007 - Present
MAS Construction, Inc. August 2005 - June 2007
Wells Fargo Services Company November 2001 - March 2004
Wells Fargo 1995 - 2004
Wells Fargo Services Company March 1995 - October 2001
Kaiser Aerospace and Electronics Corporation May 1989 - November 1994
Education
San Francisco State University, College of Business 1986 — 1989
MBA, Finance
University of California, Santa Barbara 1977 — 1982
BA, Buness Economics
Wells Fargo November 2013 - Present
Wells Fargo July 2007 - November 2013
Skills
Microsoft Excel, Microsoft Office, Recruiting, Financial Analysis, Microsoft Word, PowerPoint, Outlook, Strategic Planning, Market Research, Event Planning, Public Speaking, Business Strategy, E-commerce, Event Management, Market Analysis, Research, Corporate Communications, Brand Management, Strategic Communications, Loans, Credit, Account Management, Leadership, Sales Management, Banking, Customer Service, Management, Relationship Management
Education
San Francisco State University, College of Business 2000 — 2004
Bachelor’s Degree, Business/Hospitality Management
PwC November 2011 - Present
Wells Fargo March 2010 - October 2011
Wells Fargo Bank September 2006 - March 2010
Skills
Accounting, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, Internal Controls, US GAAP, Sarbanes-Oxley Act, SEC filings, Microsoft Excel, Auditing, CPA, External Audit, Finance, SEC Filings
Education
San Francisco State University 2006 — 2009
BS, Business Administration (Accounting)
Union Bank August 2010 - Present
Wells Fargo Bank October 2009 - August 2010
Wells Fargo Bank December 2003 - June 2009
Wells Fargo Bank December 1999 - December 2003
Wells Fargo 1989 - 1999
Skills
Commercial Banking, Banking, Cash Management, Treasury Management, Portfolio Management, Training, Retail Banking, Relationship Management, Management, Mergers & Acquisitions, Business Development, Credit, Treasury
Education
San Francisco State University, College of Business
BS, Finance and Banking
Wells Fargo March 2014 - Present
Wells Fargo December 2010 - February 2014
Wells Fargo September 2007 - December 2010
Wells Fargo November 2005 - September 2007
Wells Fargo May 2005 - November 2005
Wells Fargo December 2002 - May 2005
Wells Fargo August 1999 - December 2002
Skills
Direct Marketing, Digital Marketing, Social Media, Vendor Management, Analytics, Online Marketing, Advertising
Education
San Francisco State University, College of Business 1998 — 2003
Bachelor's degree, Marketing
Wells Fargo December 2013 - Present
Rodan + Fields Dermatologists June 2013 - Present
Wells Fargo Funds Management Group August 2009 - December 2013
Wells Fargo January 2008 - August 2009
WM Financial 2005 - 2008
WaMu Investments 2005 - 2008
Washington Mutual 2001 - 2008
GeoSpatial Technologies, Inc. February 2000 - May 2001
Law Offices of Vlahos & Vlahos April 1994 - December 1999
First Nationwide Bank June 1992 - April 1994
Skills
Series 7, FINRA
Education
San Francisco State University, College of Business 1994 — 1999
Bachelor of Science, International Business
United Airlines August 2012 - Present
Genentech May 2014 - August 2014
Farmers Insurance December 2011 - August 2012
Wells Fargo 2008 - 2011
Skills
Sales, Employee Benefits, Homeowners, Customer Service, Insurance, Umbrella Insurance, Retirement, Property & Casualty..., Marketing, Sales Management, Retirement Planning, Whole Life, Term Life Insurance, Investments, Commercial Lines
Education
San Francisco State University 1994 — 1997
Marketing
Lowell High School 1989 — 1992
Wells Fargo International Marketing ManagerSensortronics Inc.January 1994 - July 2000
Sensortronics, inc. January 1992 - July 1999
Skills
International Sales, International Marketing
Education
San Francisco State University, College of Business 1975 — 1976
M.A.., INternational business
University of the Pacific - Eberhardt School of Business 1972 — 1975
B.A., International business
U.S. Bank February 2014 - Present
W&D Ventures March 2013 - January 2014
Wells Fargo December 2009 - July 2013
Skills
Qualitative Research, Microsoft Office, Customer Service, Management, Banking, Public Speaking, Social Media, Leadership, Research, Event Planning, Nonprofits
Education
San Francisco State University 2006 — 2009
Bachelor of Arts (B.A.), International Relations and Affairs
Abbot Downing (FKA Wells Fargo Family Wealth) October 2001 - Present
Wells Fargo May 2008 - April 2010
Wells Fargo April 2006 - May 2008
Wells Fargo October 2001 - April 2006
Skills
Series 7, Series 66, Insurance, Private Banking, Retail Banking, Credit, Management, Uniform Combined State..., Banking, Credit Analysis, Portfolio Management, Small Business Lending, Commercial Lending, Consumer Lending, Wealth Management, Loans, Relationship Management
Education
San Francisco State University, College of Business
B.S., Business Management
University of Phoenix 2010 — 2012
M.B.A., Accounting
Matteson Realty Services September 2001 - Present
Spieker Properties 1995 - 2001
Compass Management 1995 - 1997
Shorenstein Realty Services 1994 - 1995
NCM Management / Tishman West 1992 - 1994
Wells Fargo 1982 - 1984
Skills
Real Estate Transactions, Corporate Real Estate, Real Estate, Real Estate Development, Location Intelligence, Disposition, Investment Properties, Residential Homes, Brokerage, Property Management, Tenant Representation, Asset Management, Customer Service, Tenant, Lease Negotiations, Commercial Real Estate, Lease Administration, Real Estate Economics, Landlords, Leases
Education
San Francisco State University, College of Business 1984 — 1987
BS, Real Estate, Finance and Banking
Wells Fargo June 2015 - Present
Wells Fargo March 2014 - June 2015
Wells Fargo April 2013 - March 2014
Deloitte & Touche August 2010 - April 2013
Deloitte & Touche August 2008 - February 2010
Entrepreneurs Law Group, LLP January 2007 - August 2008
Tickle Stores, Inc January 2007 - August 2008
Deloitte June 2007 - August 2007
Rodney Chinn, E.A. Tax Consultant January 2006 - May 2007
Education
San Francisco State University, College of Business 2004 — 2008
Bachelor of Science, Accounting, Corporate Finance, Information Systems
Wells Fargo 2012 - Present
East West Bank 2010 - 2011
United Commercial Bank 2008 - 2010
United Commercial Bank 2004 - 2008
Skills
Credit Risk, Credit, Credit Analysis, Banking, Management, Commercial Lending, Asset Based Lending, Commercial Banking, Small Business Lending
Education
San Francisco State University, College of Business
Corporate Finance and International Business
Wells Fargo 1998 - Present
Wells Fargo January 2000 - August 2009
Skills
Loans, Business Analysis, Vendor Management, Process Improvement, Business Intelligence
Education
San Francisco State University 1977 — 1979
Bachelor's Degree, Liberal Studies
Wells Fargo January 2014 - Present
Wells Fargo Bank May 2002 - December 2013
Skills
Credit, Banking, Treasury Management, Loans, Portfolio Management, Credit Cards, Commercial Banking, Credit Analysis, Process Improvement, Relationship Management, Financial Services, Commercial Lending, Investments, Business Development
Education
San Francisco State University, College of Business 1995 — 1999
Cooley LLP July 2007 - Present
Wells Fargo July 2006 - November 2007
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Sales, Marketing, Banking, PowerPoint, Teamwork, Project Management
Education
San Francisco State University 2002 — 2006
BA, Finanical Services and Corporate Finance
Wells Fargo September 2006 - Present
Education
San Francisco State University 1994 — 2000
BS, Business Administration
Wells Fargo July 2010 - Present
Precision Dental June 2005 - June 2009
Best Buy October 2003 - December 2004
Education
San Francisco State University, College of Business 2009 — 2011
Management, Business Management
SAN DIEGO MIRAMAR COLLEGE
Business Administration in Management
Copymat Digibranch June 2015 - Present
Copymat Digibranch June 2015 - Present
Wells Fargo August 2013 - May 2015
Skills
SQL, Statistics, Microsoft Excel, Banking
Education
San Francisco State University 2005 — 2010
BA, Mathematics
Harris County Appraisal District March 2013 - Present
Wells Fargo June 2010 - March 2013
Walgreens May 2008 - March 2012
Skills
Commercial Banking, Retail Banking, Data Entry, Administrative..., Human Resources, Typing, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Accounts Payable, Banking, Bookkeeping, Supervisory Experience, New Hire Training, Schedules, Executive Development, Training, Telephone Skills, Management, Office Administration, 10 Key, Administration
Education
San Jacinto College 2007 — 2010
Associate's degree, Business Administration and Management, General
Forest Brook High 2004 — 2007
High School Diploma
Jefferson Express July 2012 - Present
Wells Fargo May 2005 - September 2012
Taco Bell. Inc June 2001 - March 2006
Skills
Customer Service, Leadership, Teamwork, Data Entry, Management, Customer Satisfaction, Outlook, Employee Training, Inventory Management, Coaching, Training, Problem Solving, Sales
Education
San Jacinto College
Business
Wells Fargo January 2012 - Present
Education
San Francisco State University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General, A
Embarcadero Capital Partners July 2015 - Present
JKL Corporation May 2014 - August 2014
Wells Fargo November 2012 - July 2013
Skills
Management, Commercial Real Estate, Financial Analysis, Sales, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Banking, Tenant
Education
San Francisco State University 2010 — 2012
Bachelor's degree, Finance, General
Victoria's Secret November 2012 - Present
Frontier Logistics, LP May 2012 - Present
Wells Fargo August 2010 - May 2012
Victoria's Secret October 2008 - August 2010
Skills
Customer Service, Sales, Cash Management, Loans, Public Speaking
Education
San Jacinto College 2008 — 2009
Wells Fargo February 2015 - Present
Thomson Reuters January 2006 - November 2014
Thomson Reuters June 2001 - December 2005
Blackstone Technology Group October 2000 - June 2001
Saba December 1998 - October 2000
MIK (IBM Subsidiary) February 1996 - August 1996
Skills
C#, Java, Perl, SQL, Software Development, Solaris, Testing, C++, C, Linux, Oracle, ASP.NET, PHP, RMDS, Test Automation, Testing Tools, Software Quality..., Web Applications, Microsoft SQL Server, Leadership, Python, Software Design, Unix, Technology Change..., MySQL, TIBCO Rendezvous, Subversion, PL/SQL, JSP, VBScript, Apache, Integration, Agile Methodologies, Software Project..., JUnit, TestNG, Scrum, Git, Tortoise SVN, JavaScript, SDLC, Databases, Requirements Analysis, XML, Ant, WebDriver, Selenium WebDriver, Eclipse, Maven
Education
Bina Nusantara University
Bachelor's degree, Computer Science
San Francisco State University
Master's degree, MBA
Optical Cable Corporation January 2010 - Present
Glade Creek Baptist Church July 2003 - June 2011
Wells Fargo June 1985 - January 2009
Daleville Baptist Church March 2001 - July 2002
First City Bank - Clear Lake City January 1981 - May 1985
Texas Independence Bank January 1980 - December 1980
Jane Colby, Inc. September 1977 - April 1979
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Outlook, Teaching, Photoshop, Public Speaking, Budgets, Negotiation, Editing
Education
San Jacinto College 1980 — 1981
Banking and Financial Support Services
Alleghany County High School 1971 — 1975
JPMorgan Chase April 2014 - Present
JPMorgan Chase August 2012 - April 2014
Wells Fargo May 2008 - August 2012
Wells Fargo September 2006 - May 2008
Chase July 2003 - September 2006
Woodforest National Bank November 2002 - July 2003
Lyondell-Citgo Refining LP May 2001 - November 2002
Skills
Loans, Mortgage Lending, Credit, Banking, Mortgage Banking, Loan Origination, Credit Analysis, Consumer Lending, Refinance, Commercial Lending, Small Business Lending, FHA, VA loans, Risk Management, Financial Analysis, Retail Banking, Customer Service, Commercial Banking, Portfolio Management, Financial Risk, Financial Services
Education
San Jacinto College 2004 — 2006
Associate of Arts Degree
First Continental Mortgage June 2014 - Present
JPMorgan Chase September 2011 - May 2014
Bank of America February 2011 - September 2011
Wells Fargo September 2008 - August 2010
Wells Fargo September 2006 - August 2008
Wells Fargo January 2002 - September 2006
Wells Fargo May 1997 - January 2002
First Interstate Bank January 1986 - May 1989
Skills
Credit, Mortgage Banking
Education
San Jacinto College 1984 — 1987
East Texas Professional Credit Union January 2015 - Present
Amegy Bank January 2013 - January 2015
VAM USA 2011 - 2013
Wells Fargo June 2007 - December 2010
Skills
Banking, Retail Banking
Education
Stephen F. Austin State University 2015 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
San Jacinto College 2013 — 2014
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Bank of America June 2013 - Present
Wells Fargo April 2005 - June 2013
Skills
Banking, Credit, Customer Service, Microsoft Office, Sales
Education
San Francisco State University 2011 — 2013
Bachelor of Arts (B.A.), Psychology
San Francisco State University
Bachelor of Arts (B.A.), Psychology