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
Employee
Years
Job
Industry
Andrew Ibrahim Andrew Ibrahim's Wells Fargo Experience September 2015 - Present
Job Attended University of California, Riverside
Industry Financial Services
Experience
Wells Fargo September 2015 - Present
Wells Fargo September 2014 - September 2015
AVID Center October 2012 - December 2013
Ralphs Grocery Company October 2009 - February 2012
Skills
Microsoft Office, Microsoft Word, Customer Service, Sales, PowerPoint, Leadership, Microsoft Excel, Banking, Teamwork, Social Networking, Social Media, Event Planning, Outlook, Time Management, Research, Data Entry, Marketing, Management
Education
University of California, Riverside 2011 — 2014
Bachelor's Degree, Sociology
Santa Monica College 2009 — 2011
N/A, General Education
Wells Fargo September 2015 - Present
Wells Fargo September 2014 - September 2015
AVID Center October 2012 - December 2013
Ralphs Grocery Company October 2009 - February 2012
Skills
Microsoft Office, Microsoft Word, Customer Service, Sales, PowerPoint, Leadership, Microsoft Excel, Banking, Teamwork, Social Networking, Social Media, Event Planning, Outlook, Time Management, Research, Data Entry, Marketing, Management
Education
University of California, Riverside 2011 — 2014
Bachelor's Degree, Sociology
Santa Monica College 2009 — 2011
N/A, General Education
Mark Bigley Mark Bigley's Wells Fargo Experience November 2002 - August 2006
Job Managing Director at Goldman, Sachs & Co.
Industry Banking
Experience
Goldman, Sachs & Co. September 2006 - Present
Wells Fargo November 2002 - August 2006
First Republic Bank October 2000 - November 2002
Bank of America June 1989 - September 2000
Skills
Private Wealth..., Private Banking, Securities, Wealth Management..., Asset Managment, Investments, Investment Management, Loans, Alternative Investments, Banking, Investment Advisory, Portfolio Management, High Net Worth..., Series 7, Equities, Financial Structuring, Credit, Wealth Management, Asset Management, Investment Banking, Asset Allocation, Fixed Income, Executive Management
Education
Santa Clara University - Leavey School of Business
MBA, Finance
Goldman, Sachs & Co. September 2006 - Present
Wells Fargo November 2002 - August 2006
First Republic Bank October 2000 - November 2002
Bank of America June 1989 - September 2000
Skills
Private Wealth..., Private Banking, Securities, Wealth Management..., Asset Managment, Investments, Investment Management, Loans, Alternative Investments, Banking, Investment Advisory, Portfolio Management, High Net Worth..., Series 7, Equities, Financial Structuring, Credit, Wealth Management, Asset Management, Investment Banking, Asset Allocation, Fixed Income, Executive Management
Education
Santa Clara University - Leavey School of Business
MBA, Finance
Katherine Rualo's Wells Fargo Experience July 2015 - Present
Job Financial Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2015 - Present
Santa Clara University April 2012 - June 2015
Wells Fargo June 2014 - August 2014
Alpha Delta Pi Sorority January 2013 - January 2014
The Park Ultra Lounge June 2013 - August 2013
Skills
Finance, Accounting, Microsoft Excel, Event Planning, Financial Analysis, Social Media, PowerPoint, Microsoft Office, Microsoft Word, QuickBooks, Financial Reporting
Education
Santa Clara University 2011 — 2015
Bachelor's Degree, Finance and International Business
Singapore American School 2006 — 2011
High School
Wells Fargo July 2015 - Present
Santa Clara University April 2012 - June 2015
Wells Fargo June 2014 - August 2014
Alpha Delta Pi Sorority January 2013 - January 2014
The Park Ultra Lounge June 2013 - August 2013
Skills
Finance, Accounting, Microsoft Excel, Event Planning, Financial Analysis, Social Media, PowerPoint, Microsoft Office, Microsoft Word, QuickBooks, Financial Reporting
Education
Santa Clara University 2011 — 2015
Bachelor's Degree, Finance and International Business
Singapore American School 2006 — 2011
High School
Cheryl Vargas's Wells Fargo Experience March 2008 - July 2012
Job Office Administrator at Vista Investments, LLC
Industry Real Estate
Experience
Vista Investments, LLC August 2013 - Present
Vagabond Inn Corporation 2013 - Present
Wells Fargo March 2008 - July 2012
Education
Santa Monica College 2005 — 2008
Vista Investments, LLC August 2013 - Present
Vagabond Inn Corporation 2013 - Present
Wells Fargo March 2008 - July 2012
Education
Santa Monica College 2005 — 2008
Matthew Joseph Correll Matthew Joseph Correll's Wells Fargo Experience July 2013 - June 2015
Job E*trade Financial
Industry Financial Services
Experience
E*TRADE Financial Corporation June 2015 - Present
Wells Fargo July 2013 - June 2015
Publix Super Markets INC July 2008 - July 2013
Education
University of Florida 2009 — 2011
Bachelor of Science (BS), Food and Resource Economics
Santa Fe College 2007 — 2009
Associate of Arts (AA), Business Administration and Management, General
E*TRADE Financial Corporation June 2015 - Present
Wells Fargo July 2013 - June 2015
Publix Super Markets INC July 2008 - July 2013
Education
University of Florida 2009 — 2011
Bachelor of Science (BS), Food and Resource Economics
Santa Fe College 2007 — 2009
Associate of Arts (AA), Business Administration and Management, General
Alexis Williamson Alexis Williamson's Wells Fargo Experience June 2013 - August 2013
Job Cost Engineer at Devcon Construction
Industry Construction
Experience
Devcon Construction December 2014 - Present
Ag Baja December 2013 - Present
SJ Berries January 2014 - November 2014
Wells Fargo June 2013 - August 2013
Santa Clara University Student Athlete Advisory Committee September 2010 - June 2013
Santa Clara University NCAA Division 1 Volleyball Team September 2009 - December 2012
Santa Clara University June 2010 - July 2012
Santa Clara University December 2011 - December 2011
Santa Clara University July 2011 - July 2011
Skills
PowerPoint, Spanish, Microsoft Word, Microsoft Excel, Social Media, Microsoft Office, Access, Analysis, Leadership, Fundraising, Crochet, Gas Sweetening, Tuba, Creams, Indian Head Massage, Small Talk, Surfing, Burglar Alarm, Stand-up Comedy, Childhood Obesity, Cheesecakes, Piercing, Breast, Loving Life, Belly Dance, Vegetation, Grandparent Rights, Crushing, Fun Loving, Gas, Party Favors, Bodybuilding, Shipping, Dark Pools, False Advertising, Black Belt, Flamenco, Flavors, Great Personality, Sheep, Happy Hour
Education
Santa Clara University - Leavey School of Business 2009 — 2013
Bachelor of Commerce (B.Com.), Finance
Cathedral Catholic High School 2005 — 2009
Devcon Construction December 2014 - Present
Ag Baja December 2013 - Present
SJ Berries January 2014 - November 2014
Wells Fargo June 2013 - August 2013
Santa Clara University Student Athlete Advisory Committee September 2010 - June 2013
Santa Clara University NCAA Division 1 Volleyball Team September 2009 - December 2012
Santa Clara University June 2010 - July 2012
Santa Clara University December 2011 - December 2011
Santa Clara University July 2011 - July 2011
Skills
PowerPoint, Spanish, Microsoft Word, Microsoft Excel, Social Media, Microsoft Office, Access, Analysis, Leadership, Fundraising, Crochet, Gas Sweetening, Tuba, Creams, Indian Head Massage, Small Talk, Surfing, Burglar Alarm, Stand-up Comedy, Childhood Obesity, Cheesecakes, Piercing, Breast, Loving Life, Belly Dance, Vegetation, Grandparent Rights, Crushing, Fun Loving, Gas, Party Favors, Bodybuilding, Shipping, Dark Pools, False Advertising, Black Belt, Flamenco, Flavors, Great Personality, Sheep, Happy Hour
Education
Santa Clara University - Leavey School of Business 2009 — 2013
Bachelor of Commerce (B.Com.), Finance
Cathedral Catholic High School 2005 — 2009
Sue Bulloch Sue Bulloch's Wells Fargo Experience September 1991 - May 1992
Job Finance Executive ~ Building Business Strategies Leveraging Financial Analytics and Entrepreneurial Spirit
Industry Financial Services
Experience
Bank of the West January 2004 - July 2007
Bank of the West January 2001 - December 2003
Bank of the West May 1997 - December 2000
California Federal Bank May 1992 - May 1997
Wells Fargo September 1991 - May 1992
Deloitte & Touche September 1984 - August 1991
Skills
Strategic Planning, Long Range Planning, Financial Analysis, Executive Reporting, Mergers & Acquisitions, Financial Statements, Accounting, Internal Controls, Corporate Finance, Sarbanes-Oxley Act, Financial Risk, Variance Analysis, Managerial Finance, Financial Reporting, Financial Audits, Financial Services, Strategy, Portfolio Management, Leadership, Management, Internal Audit, Analysis, Due Diligence
Education
Santa Clara University 1980 — 1984
Bachelor's of Science & Commerce, Accounting
Bank of the West January 2004 - July 2007
Bank of the West January 2001 - December 2003
Bank of the West May 1997 - December 2000
California Federal Bank May 1992 - May 1997
Wells Fargo September 1991 - May 1992
Deloitte & Touche September 1984 - August 1991
Skills
Strategic Planning, Long Range Planning, Financial Analysis, Executive Reporting, Mergers & Acquisitions, Financial Statements, Accounting, Internal Controls, Corporate Finance, Sarbanes-Oxley Act, Financial Risk, Variance Analysis, Managerial Finance, Financial Reporting, Financial Audits, Financial Services, Strategy, Portfolio Management, Leadership, Management, Internal Audit, Analysis, Due Diligence
Education
Santa Clara University 1980 — 1984
Bachelor's of Science & Commerce, Accounting
Jaslyn Johnson Jaslyn Johnson's Wells Fargo Experience June 2014 - August 2014
Job Legal Extern at National Labor Relations Board, Region 20
Industry Law Practice
Experience
National Labor Relations Board, Region 20 May 2015 - Present
Wells Fargo June 2014 - August 2014
Catholic Charities of Santa Clara County January 2014 - May 2014
Archbishop Mitty High School May 2012 - May 2014
LEAD Scholars Program, Santa Clara University June 2011 - June 2013
Faculty Support Office, Santa Clara University School of Law March 2011 - June 2013
Skills
Leadership, Community Outreach, Event Planning, Nonprofits, Legal Research, Legal Writing, Microsoft Word, Microsoft Excel, PowerPoint
Education
Santa Clara University School of Law 2013 — 2016
Doctor of Law (J.D.)
Santa Clara University 2010 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Archbishop Mitty High School 2006 — 2010
National Labor Relations Board, Region 20 May 2015 - Present
Wells Fargo June 2014 - August 2014
Catholic Charities of Santa Clara County January 2014 - May 2014
Archbishop Mitty High School May 2012 - May 2014
LEAD Scholars Program, Santa Clara University June 2011 - June 2013
Faculty Support Office, Santa Clara University School of Law March 2011 - June 2013
Skills
Leadership, Community Outreach, Event Planning, Nonprofits, Legal Research, Legal Writing, Microsoft Word, Microsoft Excel, PowerPoint
Education
Santa Clara University School of Law 2013 — 2016
Doctor of Law (J.D.)
Santa Clara University 2010 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Archbishop Mitty High School 2006 — 2010
Jean Sumner's Wells Fargo Experience January 2015 - July 2015
Job Accounting Manager, BRIDGE Housing
Industry Commercial Real Estate
Experience
BRIDGE Housing Corporation June 2015 - Present
Wells Fargo January 2015 - July 2015
Redwood Trust, Inc. April 2014 - December 2014
Wells Fargo January 2013 - April 2014
Union Bank March 2012 - December 2012
Wells Fargo February 2011 - April 2012
1st Capital Bank January 2007 - March 2009
River Ranch Fresh Foods November 2005 - January 2007
Fresh Choice 1998 - 2001
Hewins Financial Advisors 1998 - 2000
Skills
Start-ups, Financial Analysis, Budgets, Accounting, Process Improvement, Finance, SAP, Banking, Auditing, Forecasting, Risk Management, Strategic Financial...
Education
Santa Clara University - Leavey School of Business 1992 — 1993
MBA, Agribusiness/Finance
BRIDGE Housing Corporation June 2015 - Present
Wells Fargo January 2015 - July 2015
Redwood Trust, Inc. April 2014 - December 2014
Wells Fargo January 2013 - April 2014
Union Bank March 2012 - December 2012
Wells Fargo February 2011 - April 2012
1st Capital Bank January 2007 - March 2009
River Ranch Fresh Foods November 2005 - January 2007
Fresh Choice 1998 - 2001
Hewins Financial Advisors 1998 - 2000
Skills
Start-ups, Financial Analysis, Budgets, Accounting, Process Improvement, Finance, SAP, Banking, Auditing, Forecasting, Risk Management, Strategic Financial...
Education
Santa Clara University - Leavey School of Business 1992 — 1993
MBA, Agribusiness/Finance
Francisco Arce Francisco Arce's Wells Fargo Experience June 2014 - August 2014
Job Fixed Income Operations Intern at Dodge & Cox
Industry
Experience
Dodge & Cox June 2015 - Present
East Oakland Youth Development Center June 2012 - Present
Wells Fargo June 2014 - August 2014
Pat Malley Fitness and Recreation September 2012 - January 2013
PwC July 2012 - July 2012
Aspire Public Schools January 2010 - June 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service
Education
Santa Clara University - Leavey School of Business 2012 — 2016
Lionel Wilson College Preparatory Academy 2008 — 2012
Dodge & Cox June 2015 - Present
East Oakland Youth Development Center June 2012 - Present
Wells Fargo June 2014 - August 2014
Pat Malley Fitness and Recreation September 2012 - January 2013
PwC July 2012 - July 2012
Aspire Public Schools January 2010 - June 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service
Education
Santa Clara University - Leavey School of Business 2012 — 2016
Lionel Wilson College Preparatory Academy 2008 — 2012
Oniel Lucrisia's Wells Fargo Experience April 2014 - April 2014
Job Marketing Intern at Macate Group
Industry Financial Services
Experience
Macate Group September 2015 - Present
Wells Fargo - Wells Capital Management June 2015 - Present
Bon Appétit Management Company September 2013 - Present
Wells Capital Mangement June 2014 - August 2015
Wells Fargo April 2014 - April 2014
Skills
Microsoft Word, Customer Service, Social Networking, Teamwork, Microsoft Excel, PowerPoint, Retail, Facebook, Social Media Marketing, Public Speaking, Microsoft Office, Access Database, Spanish, Social Media, Marketing, Access, Communication, Event Planning, System Administration, Communications, Blogging, Web Design
Education
Santa Clara University 2012 — 2016
Bachelor of Commerce (B.Com.), Marketing
Garfield High School 2009 — 2012
Macate Group September 2015 - Present
Wells Fargo - Wells Capital Management June 2015 - Present
Bon Appétit Management Company September 2013 - Present
Wells Capital Mangement June 2014 - August 2015
Wells Fargo April 2014 - April 2014
Skills
Microsoft Word, Customer Service, Social Networking, Teamwork, Microsoft Excel, PowerPoint, Retail, Facebook, Social Media Marketing, Public Speaking, Microsoft Office, Access Database, Spanish, Social Media, Marketing, Access, Communication, Event Planning, System Administration, Communications, Blogging, Web Design
Education
Santa Clara University 2012 — 2016
Bachelor of Commerce (B.Com.), Marketing
Garfield High School 2009 — 2012
Vedamurthy Gangadhara Vedamurthy Gangadhara's Wells Fargo Experience August 2007 - Present
Job Product Management professional
Industry Financial Services
Experience
Wells Fargo August 2007 - Present
Kaiser Permanente September 2000 - July 2007
Target April 1998 - July 2000
Wipro Systems November 1994 - April 1998
Skills
Product Management, Product Release..., process governance, cross-functional team..., Cross product platforms..., Full project lifecycle..., IT Solutions, Mobile Applications, Mobile Payments, Electronic Payment..., Production Budgeting, Systems Analysis, System Testing, Release Management, Smart Power Management, Software Development, Unix, Dashboard, Tableau, Investigative Reporting, SOAP, C++, SQL, Java, Visual Basic, XML, Project Management, Mobile Devices
Education
Santa Clara University 2005 — 2007
Master of Business Administration (MBA), MBA
NIT - Karnataka(India)
Bachelor’s Degree in Engineering, Computer Science
Wells Fargo August 2007 - Present
Kaiser Permanente September 2000 - July 2007
Target April 1998 - July 2000
Wipro Systems November 1994 - April 1998
Skills
Product Management, Product Release..., process governance, cross-functional team..., Cross product platforms..., Full project lifecycle..., IT Solutions, Mobile Applications, Mobile Payments, Electronic Payment..., Production Budgeting, Systems Analysis, System Testing, Release Management, Smart Power Management, Software Development, Unix, Dashboard, Tableau, Investigative Reporting, SOAP, C++, SQL, Java, Visual Basic, XML, Project Management, Mobile Devices
Education
Santa Clara University 2005 — 2007
Master of Business Administration (MBA), MBA
NIT - Karnataka(India)
Bachelor’s Degree in Engineering, Computer Science
Brenda Cruzz Brenda Cruzz's Wells Fargo Experience March 2006 - May 2011
Job Office Manager at Southwest Plastering Company Inc.
Industry Construction
Experience
Southwest Plastering Company Inc. February 2013 - Present
Wells Fargo March 2006 - May 2011
Skills
Banking, Coaching, Customer Service, Community Outreach, Accounts Payable, Accounts Receivable, Budgets, Finance, Sales, Process Improvement, Teamwork, Accounting, Financial Analysis, Management
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2012
Bachelor's Degree, International Business
Santa Fe Community College 2005 — 2007
Associate of Arts (A.A.), Business Administration and Management, General
Southwest Plastering Company Inc. February 2013 - Present
Wells Fargo March 2006 - May 2011
Skills
Banking, Coaching, Customer Service, Community Outreach, Accounts Payable, Accounts Receivable, Budgets, Finance, Sales, Process Improvement, Teamwork, Accounting, Financial Analysis, Management
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2012
Bachelor's Degree, International Business
Santa Fe Community College 2005 — 2007
Associate of Arts (A.A.), Business Administration and Management, General
Jonathan Ovalle Jonathan Ovalle's Wells Fargo Experience November 2012 - July 2014
Job Accounts Manager/Consumer Banking
Industry Banking
Experience
BioMonde (US) LLC November 2014 - February 2015
Wells Fargo November 2012 - July 2014
University of Florida March 2011 - September 2013
ExxonMobil June 2006 - January 2009
Skills
Management, Sales, Customer Service, Client Development, Public Relations, Public Speaking, Teamwork, Team Building, Team Management, Leadership, Team Leadership, Community Outreach, Social Networking, Fundraising, Non-profit Volunteer, Employee Training, Critical Thinking, Surveying, Microsoft Office, Telephone Interviewing, Marketing Communications, Sales Management, Account Management, Employee Relations, Multilingual, Public Diplomacy, Emergency Management, Safety Management..., Love to Cook, Cross-functional Team..., Digital Culture, Multicultural, Personal Finance, Time Management, Event Planning, Leadership Development, Entrepreneurship, Marketing, Volunteer Management, Strategy, Building Relationships, Diplomacy, Negotiation, Event Management, Networking
Education
Santa Fe College 2011 — 2013
Associate of Arts (AA), Political Science and Government
BioMonde (US) LLC November 2014 - February 2015
Wells Fargo November 2012 - July 2014
University of Florida March 2011 - September 2013
ExxonMobil June 2006 - January 2009
Skills
Management, Sales, Customer Service, Client Development, Public Relations, Public Speaking, Teamwork, Team Building, Team Management, Leadership, Team Leadership, Community Outreach, Social Networking, Fundraising, Non-profit Volunteer, Employee Training, Critical Thinking, Surveying, Microsoft Office, Telephone Interviewing, Marketing Communications, Sales Management, Account Management, Employee Relations, Multilingual, Public Diplomacy, Emergency Management, Safety Management..., Love to Cook, Cross-functional Team..., Digital Culture, Multicultural, Personal Finance, Time Management, Event Planning, Leadership Development, Entrepreneurship, Marketing, Volunteer Management, Strategy, Building Relationships, Diplomacy, Negotiation, Event Management, Networking
Education
Santa Fe College 2011 — 2013
Associate of Arts (AA), Political Science and Government
Samantha Muci's Wells Fargo Experience July 2015 - Present
Job Project Coordinator at Wells Fargo
Industry Human Resources
Experience
Wells Fargo July 2015 - Present
Santa Clara University Housing Office May 2014 - September 2015
Santa Clara University Housing Office May 2012 - July 2015
Tutor Matching Service June 2013 - June 2015
Westwood Elementary School November 2011 - June 2012
McDonald Dance Academy August 2005 - September 2011
Skills
Spanish, Microsoft Word, PowerPoint, Event Planning, Microsoft Office, Microsoft Excel, Modern Standard Arabic, Google Docs, Facebook, Student Affairs, Higher Education, Research, Public Speaking, Arabic, Tutoring, Odesk, Data Mining
Education
Santa Clara University 2011 — 2015
Bachelor's Degree, Spanish Studies and Political Science, 3.45 GPA
William Fremd High School 2007 — 2011
High School Diploma
Wells Fargo July 2015 - Present
Santa Clara University Housing Office May 2014 - September 2015
Santa Clara University Housing Office May 2012 - July 2015
Tutor Matching Service June 2013 - June 2015
Westwood Elementary School November 2011 - June 2012
McDonald Dance Academy August 2005 - September 2011
Skills
Spanish, Microsoft Word, PowerPoint, Event Planning, Microsoft Office, Microsoft Excel, Modern Standard Arabic, Google Docs, Facebook, Student Affairs, Higher Education, Research, Public Speaking, Arabic, Tutoring, Odesk, Data Mining
Education
Santa Clara University 2011 — 2015
Bachelor's Degree, Spanish Studies and Political Science, 3.45 GPA
William Fremd High School 2007 — 2011
High School Diploma
Gardiner de Back's Wells Fargo Experience January 2010 - Present
Job Senior Vice President, Wells Fargo
Industry Banking
Experience
Wells Fargo January 2010 - Present
Gardiner Improvement Co. LLC January 1984 - Present
Wells Fargo September 1986 - December 2009
Wells Fargo January 1981 - September 1986
Farm Credit System and Federal Intermediate Credit Bank June 1976 - December 1980
Gavilan College 1978 - 1979
Skills
Credit Analysis, Underwriting, Portfolio Management, Treasury Management, Mergers, Asset Based Lending, Wealth Management, Commercial Banking, Loans, Corporate Finance, Finance, Banking, Commercial Lending, Cash Management, Real Estate Economics, Mergers & Acquisitions, Commercial Mortgages, Real Estate, Executive Management, Small Business Lending, Strategic Financial..., Management, Loan Origination, Investments, Financial Analysis, Risk Management, Due Diligence, Lines Of Credit, Financial Modeling
Education
Santa Clara University - Leavey School of Business 1974 — 1976
MBA, Finance
Santa Clara University
BSC, Business Administration
Stanford University Graduate School of Business 1984 — 1986
Executive Program - Credit and Financial Mangement
Wells Fargo January 2010 - Present
Gardiner Improvement Co. LLC January 1984 - Present
Wells Fargo September 1986 - December 2009
Wells Fargo January 1981 - September 1986
Farm Credit System and Federal Intermediate Credit Bank June 1976 - December 1980
Gavilan College 1978 - 1979
Skills
Credit Analysis, Underwriting, Portfolio Management, Treasury Management, Mergers, Asset Based Lending, Wealth Management, Commercial Banking, Loans, Corporate Finance, Finance, Banking, Commercial Lending, Cash Management, Real Estate Economics, Mergers & Acquisitions, Commercial Mortgages, Real Estate, Executive Management, Small Business Lending, Strategic Financial..., Management, Loan Origination, Investments, Financial Analysis, Risk Management, Due Diligence, Lines Of Credit, Financial Modeling
Education
Santa Clara University - Leavey School of Business 1974 — 1976
MBA, Finance
Santa Clara University
BSC, Business Administration
Stanford University Graduate School of Business 1984 — 1986
Executive Program - Credit and Financial Mangement
Altheria Wheeler Altheria Wheeler's Wells Fargo Experience August 2007 - October 2011
Job City National Bank N.A.
Industry Banking
Experience
City National Bank June 2013 - Present
Wells Fargo Bank NA October 2011 - November 2012
Wells Fargo August 2007 - October 2011
City National Bank 2004 - July 2007
Skills
NMLS Licensed, Notary Public, Administrative..., Public Speaking, Event Planning, Corporate Events, Banking, Microsoft Office, Office Management, Private Events, Management, Sales, Credit, Consumer Lending, Risk Management, Financial Analysis, Travel Arrangements, Financial Services
Education
Academy of Computer Technology
Technical Certificate of Completion, Business/Office Automation/Technology/Data Entry
Santa Monica College
Physchology/Englis
City National Bank June 2013 - Present
Wells Fargo Bank NA October 2011 - November 2012
Wells Fargo August 2007 - October 2011
City National Bank 2004 - July 2007
Skills
NMLS Licensed, Notary Public, Administrative..., Public Speaking, Event Planning, Corporate Events, Banking, Microsoft Office, Office Management, Private Events, Management, Sales, Credit, Consumer Lending, Risk Management, Financial Analysis, Travel Arrangements, Financial Services
Education
Academy of Computer Technology
Technical Certificate of Completion, Business/Office Automation/Technology/Data Entry
Santa Monica College
Physchology/Englis
Alan Isaac Alan Isaac's Wells Fargo Experience February 2014 - Present
Job Marketing Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2014 - Present
Skills
Strategic Financial..., Financial Modeling, Marketing, Financial Analysis, Investments, Banking, Microsoft Office, Data Analysis, Strategic Planning, Management, Demand Forecasting, Product Management, Finance, Risk Management, Project Management, Social Media Marketing, Leadership
Education
Santa Clara University - Leavey School of Business 2012 — 2015
Master of Business Administration (M.B.A.)
University of Houston 2008 — 2011
Bachelor's degree, Marketing, Fine Arts
Wells Fargo February 2014 - Present
Skills
Strategic Financial..., Financial Modeling, Marketing, Financial Analysis, Investments, Banking, Microsoft Office, Data Analysis, Strategic Planning, Management, Demand Forecasting, Product Management, Finance, Risk Management, Project Management, Social Media Marketing, Leadership
Education
Santa Clara University - Leavey School of Business 2012 — 2015
Master of Business Administration (M.B.A.)
University of Houston 2008 — 2011
Bachelor's degree, Marketing, Fine Arts
Jose Chicas Jose Chicas's Wells Fargo Experience November 2014 - Present
Job Retail Professional
Industry Retail
Experience
Wells Fargo November 2014 - Present
Footlocker September 2004 - November 2014
Martin Automotive Group May 2008 - October 2013
Skills
Spanish fluent, Computer/Technical..., Microsoft Office, Customer Service, Time Management, Microsoft Word, Microsoft Excel, Data Entry, Cashiering, Critical Thinking, Customer Satisfaction, PowerPoint, Inventory Control, Leadership, Financial Analysis, Teamwork
Education
California State University-Los Angeles 2010 — 2013
Bachelor of Science (B.S.), Business Administration, Management and Operations Minor Economics, 2.8 GPA
Santa Monica College 2005 — 2010
Associate of Arts (A.A.), Business administration, 2.8 GPA
Wells Fargo November 2014 - Present
Footlocker September 2004 - November 2014
Martin Automotive Group May 2008 - October 2013
Skills
Spanish fluent, Computer/Technical..., Microsoft Office, Customer Service, Time Management, Microsoft Word, Microsoft Excel, Data Entry, Cashiering, Critical Thinking, Customer Satisfaction, PowerPoint, Inventory Control, Leadership, Financial Analysis, Teamwork
Education
California State University-Los Angeles 2010 — 2013
Bachelor of Science (B.S.), Business Administration, Management and Operations Minor Economics, 2.8 GPA
Santa Monica College 2005 — 2010
Associate of Arts (A.A.), Business administration, 2.8 GPA
Francois Benjamin Francois Benjamin's Wells Fargo Experience March 2014 - July 2014
Job Licensed Personal Banker Suntrust
Industry Financial Services
Experience
Suntrust September 2014 - Present
SunTrust September 2014 - Present
Iota Phi Theta Fraternity Incorporated November 2009 - Present
Wells Fargo March 2014 - July 2014
Wells Fargo May 2013 - March 2014
Banker July 2012 - May 2013
Wells Fargo February 2012 - July 2012
Holiday Inn University Center March 2011 - September 2011
Gateway at Glades Apartments April 2010 - December 2010
Skills
Customer Service, Real Estate, Property Management, Sales, Microsoft Office, Marketing, Microsoft Excel, Leases, Microsoft Word, PowerPoint, Finance, Financial Services, Credit, Investments, Investment Banking
Education
University of Florida - Warrington College Of Business 2009 — 2011
Bachelor's degree, Finance, General
Santa Fe Community College 2007 — 2009
Associates, Business Administration
Suntrust September 2014 - Present
SunTrust September 2014 - Present
Iota Phi Theta Fraternity Incorporated November 2009 - Present
Wells Fargo March 2014 - July 2014
Wells Fargo May 2013 - March 2014
Banker July 2012 - May 2013
Wells Fargo February 2012 - July 2012
Holiday Inn University Center March 2011 - September 2011
Gateway at Glades Apartments April 2010 - December 2010
Skills
Customer Service, Real Estate, Property Management, Sales, Microsoft Office, Marketing, Microsoft Excel, Leases, Microsoft Word, PowerPoint, Finance, Financial Services, Credit, Investments, Investment Banking
Education
University of Florida - Warrington College Of Business 2009 — 2011
Bachelor's degree, Finance, General
Santa Fe Community College 2007 — 2009
Associates, Business Administration
Kamron Williams's Wells Fargo Experience July 2008 - March 2009
Job Genius at Apple
Industry Entertainment
Experience
Apple June 2013 - Present
Apple June 2012 - April 2013
Apple June 2011 - June 2012
FedEx Express January 2007 - September 2010
Nike May 2009 - January 2010
Csaba Palfi & Associates Law June 2006 - January 2010
Activision August 2008 - May 2009
Wells Fargo July 2008 - March 2009
Skills
Final Cut Pro, Film, iPod, Animation, iTunes, Customer Service, Technical Support, Mac, OS X, Video Editing, Photoshop, iPhone, iOS, iLife, iWork, Screenwriting
Education
Santa Monica College 2010 — 2012
Film
Apple June 2013 - Present
Apple June 2012 - April 2013
Apple June 2011 - June 2012
FedEx Express January 2007 - September 2010
Nike May 2009 - January 2010
Csaba Palfi & Associates Law June 2006 - January 2010
Activision August 2008 - May 2009
Wells Fargo July 2008 - March 2009
Skills
Final Cut Pro, Film, iPod, Animation, iTunes, Customer Service, Technical Support, Mac, OS X, Video Editing, Photoshop, iPhone, iOS, iLife, iWork, Screenwriting
Education
Santa Monica College 2010 — 2012
Film
Eden Belen Eden Belen's Wells Fargo Experience June 2008 - September 2009
Job Accounting Professional (CPA Candidate)
Industry Accounting
Experience
Deckers Brands July 2015 - Present
Deckers Outdoor Corporation August 2013 - July 2015
Deckers Brands February 2013 - August 2013
Deckers Brands November 2012 - February 2013
UC Santa Barbara September 2010 - September 2012
UC Santa Barbara May 2011 - December 2011
Millennium Hair Studio Inc April 2005 - July 2010
Wells Fargo June 2008 - September 2009
Skills
Excel, Microsoft Office, Word, PowerPoint, Accounting, Quickbooks, Spanish, Microsoft Word, QuickBooks, Microsoft Excel, Outlook, Oracle, Bookkeeping, Financial Accounting, Payroll, Customer Service, Account Reconciliation, Data Entry, Research, Financial Analysis
Education
University of California, Santa Barbara 2010 — 2012
Economics and Accounting (Major); Professional Business Writing (Minor), Accounting
Santa Monica College 2005 — 2010
IGETC Certification
Deckers Brands July 2015 - Present
Deckers Outdoor Corporation August 2013 - July 2015
Deckers Brands February 2013 - August 2013
Deckers Brands November 2012 - February 2013
UC Santa Barbara September 2010 - September 2012
UC Santa Barbara May 2011 - December 2011
Millennium Hair Studio Inc April 2005 - July 2010
Wells Fargo June 2008 - September 2009
Skills
Excel, Microsoft Office, Word, PowerPoint, Accounting, Quickbooks, Spanish, Microsoft Word, QuickBooks, Microsoft Excel, Outlook, Oracle, Bookkeeping, Financial Accounting, Payroll, Customer Service, Account Reconciliation, Data Entry, Research, Financial Analysis
Education
University of California, Santa Barbara 2010 — 2012
Economics and Accounting (Major); Professional Business Writing (Minor), Accounting
Santa Monica College 2005 — 2010
IGETC Certification
Casey Gallegos Casey Gallegos's Wells Fargo Experience 2013 - November 2014
Job Business Professional
Industry Public Relations and Communications
Experience
Ardent Mills March 2015 - Present
Sorin Group November 2014 - February 2015
Wells Fargo 2013 - November 2014
bon appetit management company September 2011 - December 2012
RP Holdings Group December 2011 - October 2012
Southwind Financial Group May 2011 - December 2011
Bank of America March 2010 - May 2011
The College of Santa Fe 2007 - 2009
Skills
Event Planning, Event Management, Social Media, Editing, Non-profits, Public Relations, Volunteer Management, Microsoft Office, Press Releases, Microsoft Excel, Social Media Marketing, Photoshop, Marketing Communications, Team Building, Video Editing, Retail, Community Outreach, Payroll, Theatre, Social Networking, Food Service, Facebook, Catering, Leadership, Creative Writing, Nonprofits
Education
The College of Santa Fe 2006 — 2009
Bachelor of Business Administration (B.B.A.), Arts, Entertainment, and Media Management
Denver School of the Arts 2000 — 2006
Arts Endorsed High School Diploma, Vocal Music
Ardent Mills March 2015 - Present
Sorin Group November 2014 - February 2015
Wells Fargo 2013 - November 2014
bon appetit management company September 2011 - December 2012
RP Holdings Group December 2011 - October 2012
Southwind Financial Group May 2011 - December 2011
Bank of America March 2010 - May 2011
The College of Santa Fe 2007 - 2009
Skills
Event Planning, Event Management, Social Media, Editing, Non-profits, Public Relations, Volunteer Management, Microsoft Office, Press Releases, Microsoft Excel, Social Media Marketing, Photoshop, Marketing Communications, Team Building, Video Editing, Retail, Community Outreach, Payroll, Theatre, Social Networking, Food Service, Facebook, Catering, Leadership, Creative Writing, Nonprofits
Education
The College of Santa Fe 2006 — 2009
Bachelor of Business Administration (B.B.A.), Arts, Entertainment, and Media Management
Denver School of the Arts 2000 — 2006
Arts Endorsed High School Diploma, Vocal Music
Keisha Hackney Keisha Hackney's Wells Fargo Experience July 2013 - Present
Job Home Mortgage Consultant at Wells Fargo Home Mortgage NMLS ID: 1097811
Industry Real Estate
Experience
Wells Fargo July 2013 - Present
Florida Homes Realty & Mortgage January 2011 - July 2013
Skills
Personal Training, Mortgage Lending, Mortgage Banking, Mortgage Underwriting, Real Estate, Short Sales, Online Marketing, Advertising, Advertising Sales, Online Advertising, Yahoo Search Marketing, Search Advertising, Google Adwords, FHA financing
Education
Santa Fe College 2000 — 2002
Bradford High School 1998 — 2001
Wells Fargo July 2013 - Present
Florida Homes Realty & Mortgage January 2011 - July 2013
Skills
Personal Training, Mortgage Lending, Mortgage Banking, Mortgage Underwriting, Real Estate, Short Sales, Online Marketing, Advertising, Advertising Sales, Online Advertising, Yahoo Search Marketing, Search Advertising, Google Adwords, FHA financing
Education
Santa Fe College 2000 — 2002
Bradford High School 1998 — 2001
Laura Henning's Wells Fargo Experience July 2012 - February 2013
Job Customer service and sales rep with Verizon
Industry Telecommunications
Experience
Verizon October 2014 - Present
SunTrust Bank February 2013 - October 2014
Wells Fargo July 2012 - February 2013
Verizon Wireless June 2009 - August 2012
SpringHill Suites by Marriott April 2006 - June 2009
Trimark Properties, LLC December 2007 - April 2008
Skills
Sales, Customer Service, Customer Satisfaction, Marketing, Banking, Retail Sales, Retail Banking, Quotas, Delivering Results, Team Leadership, Cellular Communications, Communication, Consumer Lending, Loans, Credit Risk, Sales Management
Education
University of Florida 2007 — 2009
Bachelor of Business Administration (BBA), Marketing
Santa Fe College 2004 — 2007
Associate's degree, Business Administration and Management, General
Verizon October 2014 - Present
SunTrust Bank February 2013 - October 2014
Wells Fargo July 2012 - February 2013
Verizon Wireless June 2009 - August 2012
SpringHill Suites by Marriott April 2006 - June 2009
Trimark Properties, LLC December 2007 - April 2008
Skills
Sales, Customer Service, Customer Satisfaction, Marketing, Banking, Retail Sales, Retail Banking, Quotas, Delivering Results, Team Leadership, Cellular Communications, Communication, Consumer Lending, Loans, Credit Risk, Sales Management
Education
University of Florida 2007 — 2009
Bachelor of Business Administration (BBA), Marketing
Santa Fe College 2004 — 2007
Associate's degree, Business Administration and Management, General
Robert Caccia Robert Caccia's Wells Fargo Experience March 2005 - Present
Job Marketing Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2005 - Present
Wells Fargo February 2000 - February 2005
Wells Fargo January 1997 - January 2000
Wells Fargo September 1988 - December 1996
Skills
Relationship Management, Collaboration, Banking, Cross Selling, Sales Support, Portfolio Management, Marketing Strategy, Idea Generation, Relator, Communication, Adaptability, Includer, Activator, Empathy, Positivity, Futuristic, Technology, Production Efficiency, Future Trends, Sales Operations, Multi-channel Marketing, Web Analytics, Lead Generation, Integrated Marketing, Product Marketing, Digital Marketing, Strategy, Internet Banking, E-commerce, Loyalty Marketing, CRM, Strategic Partnerships, Management, Analytics, Business Analysis
Education
University of San Francisco 1989 — 1991
Bachelor of Arts (B.A.), Economics
Santa Clara University 1984 — 1987
Wells Fargo March 2005 - Present
Wells Fargo February 2000 - February 2005
Wells Fargo January 1997 - January 2000
Wells Fargo September 1988 - December 1996
Skills
Relationship Management, Collaboration, Banking, Cross Selling, Sales Support, Portfolio Management, Marketing Strategy, Idea Generation, Relator, Communication, Adaptability, Includer, Activator, Empathy, Positivity, Futuristic, Technology, Production Efficiency, Future Trends, Sales Operations, Multi-channel Marketing, Web Analytics, Lead Generation, Integrated Marketing, Product Marketing, Digital Marketing, Strategy, Internet Banking, E-commerce, Loyalty Marketing, CRM, Strategic Partnerships, Management, Analytics, Business Analysis
Education
University of San Francisco 1989 — 1991
Bachelor of Arts (B.A.), Economics
Santa Clara University 1984 — 1987
Andrew Mocko Andrew Mocko's Wells Fargo Experience February 2015 - Present
Job Treasury Management Client Services Officer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2015 - Present
VyStar Credit Union May 2012 - February 2015
Wells Fargo Bank September 2010 - May 2012
Zaxby's Franchising, Inc. January 2004 - September 2010
Skills
Loans, Credit, Banking, Cross Selling, Consumer Lending, Retail Banking, Cash Management, Credit Analysis, Commercial Banking, Small Business Lending, Loan Origination
Education
University of North Florida - College of Business Administration 2006 — 2009
Bachelors, Marketing
Santa Fe College 2003 — 2006
Associate of Arts (A.A.), Business Administration and Management, General
Wells Fargo February 2015 - Present
VyStar Credit Union May 2012 - February 2015
Wells Fargo Bank September 2010 - May 2012
Zaxby's Franchising, Inc. January 2004 - September 2010
Skills
Loans, Credit, Banking, Cross Selling, Consumer Lending, Retail Banking, Cash Management, Credit Analysis, Commercial Banking, Small Business Lending, Loan Origination
Education
University of North Florida - College of Business Administration 2006 — 2009
Bachelors, Marketing
Santa Fe College 2003 — 2006
Associate of Arts (A.A.), Business Administration and Management, General
Sara Satten Sara Satten's Wells Fargo Experience March 2013 - Present
Job SVP, Chief Operating Officer & Head of Program Administration, Regulatory Risk Management at Wells Fargo & Co.
Industry Financial Services
Experience
Wells Fargo March 2013 - Present
Wells Fargo July 2005 - March 2013
Intuit January 2003 - June 2005
Charles Schwab July 2000 - December 2002
BankServ December 1999 - June 2000
Wells Fargo September 1997 - May 1999
Wells Fargo August 1988 - September 1997
Education
Santa Clara University 1974 — 1977
J.D., Law
Wellesley College 1969 — 1973
B.A., History
Wells Fargo March 2013 - Present
Wells Fargo July 2005 - March 2013
Intuit January 2003 - June 2005
Charles Schwab July 2000 - December 2002
BankServ December 1999 - June 2000
Wells Fargo September 1997 - May 1999
Wells Fargo August 1988 - September 1997
Education
Santa Clara University 1974 — 1977
J.D., Law
Wellesley College 1969 — 1973
B.A., History
Dennis Rodgers's Wells Fargo Experience August 2002 - August 2004
Job Sales
Industry Automotive
Experience
National Ready Mixed Concrete August 2004 - June 2015
Wells Fargo August 2002 - August 2004
Dennis Rodgers Entertainment June 1995 - September 2002
Skills
Data Entry, Microsoft Office, Social Media, Microsoft Excel, Accounts Receivable, Social Networking, Outlook, Marketing, Customer Service, Invoicing, PowerPoint, Public Speaking
Education
Santa Monica College 1991 — 1993
Fairfax High School 1988 — 1991
High School, General Education
National Ready Mixed Concrete August 2004 - June 2015
Wells Fargo August 2002 - August 2004
Dennis Rodgers Entertainment June 1995 - September 2002
Skills
Data Entry, Microsoft Office, Social Media, Microsoft Excel, Accounts Receivable, Social Networking, Outlook, Marketing, Customer Service, Invoicing, PowerPoint, Public Speaking
Education
Santa Monica College 1991 — 1993
Fairfax High School 1988 — 1991
High School, General Education
Michael J. Dougherty Michael J. Dougherty's Wells Fargo Experience January 1988 - October 1990
Job Technical Marketing at Cisco
Industry Information Technology and Services
Experience
Cisco January 2014 - Present
Cisco Systems January 2012 - January 2014
Cisco Systems July 2005 - January 2012
Cisco Systems July 2002 - July 2005
Cisco Systems April 1998 - July 2002
Cisco Systems August 1995 - April 1998
Cisco Systems October 1990 - August 1995
Wells Fargo January 1988 - October 1990
Skills
Cisco Technologies, Data Center, Cloud Computing, Unified Communications, Routing, Virtualization, Network Architecture, Enterprise Software, Cisco IOS, VoIP, QoS, TCP/IP, SaaS, BGP, OSPF, Professional Services
Education
Santa Clara University 1987 — 1990
Cisco January 2014 - Present
Cisco Systems January 2012 - January 2014
Cisco Systems July 2005 - January 2012
Cisco Systems July 2002 - July 2005
Cisco Systems April 1998 - July 2002
Cisco Systems August 1995 - April 1998
Cisco Systems October 1990 - August 1995
Wells Fargo January 1988 - October 1990
Skills
Cisco Technologies, Data Center, Cloud Computing, Unified Communications, Routing, Virtualization, Network Architecture, Enterprise Software, Cisco IOS, VoIP, QoS, TCP/IP, SaaS, BGP, OSPF, Professional Services
Education
Santa Clara University 1987 — 1990
Ron Reynolds Ron Reynolds's Wells Fargo Experience November 2010 - February 2012
Job Architect/Senior Development Engineer at Thanksgiving Coffee and DotMap
Industry Financial Services
Experience
DotMap, Thanksgiving Coffee February 2012 - Present
Wells Fargo November 2010 - February 2012
The Mapifieds 2008 - 2010
Backbase 2006 - 2008
Holonym inc 2005 - 2006
Amazon.com 2003 - 2004
Amy's Kitchen 2001 - 2003
Absolute Development Inc. 1997 - 2001
Intuit 1995 - 1997
Apple Inc. 1992 - 1995
Skills
JavaScript, jQuery Mobile, node.js, XML, Java, CSS, css3, HTML5, jQuery, JSON, MongoDB, HTML, API, SQL, Databases, XHTML, YUI, MVC, XSLT, Eclipse, AJAX, Object Oriented Design, REST, Google Maps, Github, geoJSON, WebApps, PhoneGap, Web 3.0, Web Applications, User Experience, SOAP, HTML 5, famo.us, cordova, Web Services
Education
Santa Monica College 1980 — 1981
AA, Computer science
harbin school of healing arts
harbin school of healing arts
DotMap, Thanksgiving Coffee February 2012 - Present
Wells Fargo November 2010 - February 2012
The Mapifieds 2008 - 2010
Backbase 2006 - 2008
Holonym inc 2005 - 2006
Amazon.com 2003 - 2004
Amy's Kitchen 2001 - 2003
Absolute Development Inc. 1997 - 2001
Intuit 1995 - 1997
Apple Inc. 1992 - 1995
Skills
JavaScript, jQuery Mobile, node.js, XML, Java, CSS, css3, HTML5, jQuery, JSON, MongoDB, HTML, API, SQL, Databases, XHTML, YUI, MVC, XSLT, Eclipse, AJAX, Object Oriented Design, REST, Google Maps, Github, geoJSON, WebApps, PhoneGap, Web 3.0, Web Applications, User Experience, SOAP, HTML 5, famo.us, cordova, Web Services
Education
Santa Monica College 1980 — 1981
AA, Computer science
harbin school of healing arts
harbin school of healing arts
Jocelyn Joy San Andres Jocelyn Joy San Andres's Wells Fargo Experience September 2012 - August 2014
Job looking for new and exciting opportunities
Industry Nonprofit Organization Management
Experience
Wells Fargo September 2012 - August 2014
Sunnyvale School District January 2004 - June 2012
Far East Bank and Trust Company July 1995 - July 2000
Skills
Instructional Design, Staff Development, Public Speaking, Curriculum Design, Classroom, Teaching, Tutoring, Research
Education
Santa Clara University 2005 — 2006
Mild Moderate Disability Certificate, Special Education and Teaching
University of the Philippines 2000 — 2002
Master of Business Administration (MBA)
Wells Fargo September 2012 - August 2014
Sunnyvale School District January 2004 - June 2012
Far East Bank and Trust Company July 1995 - July 2000
Skills
Instructional Design, Staff Development, Public Speaking, Curriculum Design, Classroom, Teaching, Tutoring, Research
Education
Santa Clara University 2005 — 2006
Mild Moderate Disability Certificate, Special Education and Teaching
University of the Philippines 2000 — 2002
Master of Business Administration (MBA)
Julian Patino Julian Patino's Wells Fargo Experience May 2008 - May 2010
Job Claims Supervisor Property & Casualty at GAINSCO (MGA)Auto Insurance
Industry Insurance
Experience
Gainsco June 2013 - Present
Nationwide Insurance June 2012 - May 2013
Nationwide Insurance December 2010 - June 2012
Wells Fargo May 2008 - May 2010
Skills
Claim, Casualty, Insurance, Property & Casualty..., Underwriting, Commercial Insurance, Life Insurance, Health Insurance, Fixed Annuities, Liability, Risk Management, General Insurance, Legal Liability, Claims Management, Term Life Insurance, Commercial Lines, Umbrella Insurance, Financial Analysis, Professional Liability, Workers Compensation, Customer Service, Sales, Banking, Retail Banking, Retail Sales, Spanish-speaking, Translation, Casualty Insurance
Education
University of Florida 2012 — 2014
Santa Fe Community College 2011 — 2013
Associate of Arts (A.A.), Sports Management
Santa Fe Community College 2010 — 2012
Associate of Arts (A.A.), Business, Management, Marketing, and Related Support Services
Gainsco June 2013 - Present
Nationwide Insurance June 2012 - May 2013
Nationwide Insurance December 2010 - June 2012
Wells Fargo May 2008 - May 2010
Skills
Claim, Casualty, Insurance, Property & Casualty..., Underwriting, Commercial Insurance, Life Insurance, Health Insurance, Fixed Annuities, Liability, Risk Management, General Insurance, Legal Liability, Claims Management, Term Life Insurance, Commercial Lines, Umbrella Insurance, Financial Analysis, Professional Liability, Workers Compensation, Customer Service, Sales, Banking, Retail Banking, Retail Sales, Spanish-speaking, Translation, Casualty Insurance
Education
University of Florida 2012 — 2014
Santa Fe Community College 2011 — 2013
Associate of Arts (A.A.), Sports Management
Santa Fe Community College 2010 — 2012
Associate of Arts (A.A.), Business, Management, Marketing, and Related Support Services
Seth Tator Seth Tator's Wells Fargo Experience 2002 - 2005
Job Associate Finance Manager at The Clorox Company
Industry Consumer Goods
Experience
The Clorox Company February 2015 - Present
Don Sebastiani & Sons March 2012 - February 2015
Treasury Wine Estates September 2011 - April 2012
Treasury Wine Estates November 2009 - September 2011
Treasury Wine Estates October 2008 - September 2009
Leavey School of Business September 2005 - June 2008
Wells Fargo 2002 - 2005
BenefitStreet 2000 - 2002
Snapfish.com 2000 - 2001
Franklin Templeton Investments April 1998 - April 1999
Skills
Forecasting, Finance, Financial Analysis, Variance Analysis, Analysis, Management, Pricing, Financial Modeling, Budgets, Strategy, P&L, JD Edwards, Analytics, Strategic Financial..., Cross-functional Team..., Operations Management, Managerial Finance, CRM, Strategic Planning, General Finance, Cost Accounting, Cash Flow, Leadership, DCF, Capital Budgeting, Linear Regression, Decision Trees, Business Statistics, People Management, Monthly Close, Monthly Reporting, FMCG, Cognos, Process Improvement, Project Management, Sales, Navision, Product Development, Essbase, Auditing, Team Building, Valuation, Competitive Analysis, Accounting, Budgeting, Business Strategy, Business Analysis, team development, Financial Reporting, IRI
Education
Santa Clara University - Leavey School of Business 2004 — 2008
MBA, Finance
UC Davis 1991 — 1996
BS, Genetics
Saint Ignatius
The Clorox Company February 2015 - Present
Don Sebastiani & Sons March 2012 - February 2015
Treasury Wine Estates September 2011 - April 2012
Treasury Wine Estates November 2009 - September 2011
Treasury Wine Estates October 2008 - September 2009
Leavey School of Business September 2005 - June 2008
Wells Fargo 2002 - 2005
BenefitStreet 2000 - 2002
Snapfish.com 2000 - 2001
Franklin Templeton Investments April 1998 - April 1999
Skills
Forecasting, Finance, Financial Analysis, Variance Analysis, Analysis, Management, Pricing, Financial Modeling, Budgets, Strategy, P&L, JD Edwards, Analytics, Strategic Financial..., Cross-functional Team..., Operations Management, Managerial Finance, CRM, Strategic Planning, General Finance, Cost Accounting, Cash Flow, Leadership, DCF, Capital Budgeting, Linear Regression, Decision Trees, Business Statistics, People Management, Monthly Close, Monthly Reporting, FMCG, Cognos, Process Improvement, Project Management, Sales, Navision, Product Development, Essbase, Auditing, Team Building, Valuation, Competitive Analysis, Accounting, Budgeting, Business Strategy, Business Analysis, team development, Financial Reporting, IRI
Education
Santa Clara University - Leavey School of Business 2004 — 2008
MBA, Finance
UC Davis 1991 — 1996
BS, Genetics
Saint Ignatius
Jerome Gloria Jerome Gloria's Wells Fargo Experience November 2009 - November 2013
Job Patient Service Rep at PAMF
Industry Hospital & Health Care
Experience
Kaiser Permanente December 2013 - Present
Wells Fargo November 2009 - November 2013
West Valley College November 2008 - December 2009
ApexCare, Inc June 2007 - August 2008
Atria Sunnyvale January 2006 - May 2007
FT Publications December 2005 - January 2006
FT Publications January 2004 - November 2005
Skills
Photoshop, SEO, Retail Banking..., Management, Sales, Advertising, Banking, Customer Service, Marketing Strategy, Market Research, Credit, InDesign, Coaching, Forecasting, Sales Operations, Team Leadership, Customer Satisfaction, Marketing, Leadership
Education
Santa Clara University 2004 — 2009
Major Marketing Emphasis advertising and communication channels
Bellarmine College Preparatory 1998 — 2002
Kaiser Permanente December 2013 - Present
Wells Fargo November 2009 - November 2013
West Valley College November 2008 - December 2009
ApexCare, Inc June 2007 - August 2008
Atria Sunnyvale January 2006 - May 2007
FT Publications December 2005 - January 2006
FT Publications January 2004 - November 2005
Skills
Photoshop, SEO, Retail Banking..., Management, Sales, Advertising, Banking, Customer Service, Marketing Strategy, Market Research, Credit, InDesign, Coaching, Forecasting, Sales Operations, Team Leadership, Customer Satisfaction, Marketing, Leadership
Education
Santa Clara University 2004 — 2009
Major Marketing Emphasis advertising and communication channels
Bellarmine College Preparatory 1998 — 2002
Derrian William Derrian William's Wells Fargo Experience July 2011 - August 2011
Job Personal Fitness Trainer at FightFitnessLA
Industry Health, Wellness and Fitness
Experience
FightFitnessLA August 2012 - Present
Skanska USA Building Inc. June 2012 - August 2012
Young Black 100 Men December 2011 - May 2012
AT&T August 2011 - January 2012
Wells Fargo July 2011 - August 2011
N.E.W New Economics for Women May 2011 - June 2011
Skills
Marketing Communications, Strategic Planning, Community Outreach, Community Development, Program Management, Analysis, Economic Development, Fundraising, Nonprofits, Public Speaking, Event Planning, Public Relations, Leadership, Project Management, Coaching, Volunteer Management, Leadership Development, Entrepreneurship, Program Development, Training, Social Networking
Education
Santa Monica College 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Kinesiology and Exercise Science
Santa Monica College 2009 — 2011
in progress, Business - Construction Management
FightFitnessLA August 2012 - Present
Skanska USA Building Inc. June 2012 - August 2012
Young Black 100 Men December 2011 - May 2012
AT&T August 2011 - January 2012
Wells Fargo July 2011 - August 2011
N.E.W New Economics for Women May 2011 - June 2011
Skills
Marketing Communications, Strategic Planning, Community Outreach, Community Development, Program Management, Analysis, Economic Development, Fundraising, Nonprofits, Public Speaking, Event Planning, Public Relations, Leadership, Project Management, Coaching, Volunteer Management, Leadership Development, Entrepreneurship, Program Development, Training, Social Networking
Education
Santa Monica College 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Kinesiology and Exercise Science
Santa Monica College 2009 — 2011
in progress, Business - Construction Management
Jeff Heitmann Jeff Heitmann's Wells Fargo Experience May 2011 - July 2012
Job Business Banking Officer/Assistant Vice President at Bank of the West
Industry Banking
Experience
Bank of the West July 2012 - Present
Wells Fargo May 2011 - July 2012
Comerica Bank February 2008 - May 2011
Countrywide Home Loans 2007 - 2007
First Horizon Home Loans April 2001 - July 2006
Bay Federal Credit Union 1997 - 2001
Skills
Banking, Loan Origination, Commercial Banking, Loans, Mortgage Lending, Consumer Lending, Lines Of Credit, Small Business Lending, Commercial Lending, Credit, Financial Services, Commercial Real Estate, Credit Analysis, Financial Analysis, Refinance, Retail Banking, Cross Selling, Residential Mortgages, Business Development, Credit Risk, Real Estate Financing, Sales, Relationship Management, Sales Management, Leadership, Coaching, New Business Development, Branch Management, Strategic Planning, Finance, Cash Management
Education
Santa Clara University 1995 — 2000
BS, Economics
Bank of the West July 2012 - Present
Wells Fargo May 2011 - July 2012
Comerica Bank February 2008 - May 2011
Countrywide Home Loans 2007 - 2007
First Horizon Home Loans April 2001 - July 2006
Bay Federal Credit Union 1997 - 2001
Skills
Banking, Loan Origination, Commercial Banking, Loans, Mortgage Lending, Consumer Lending, Lines Of Credit, Small Business Lending, Commercial Lending, Credit, Financial Services, Commercial Real Estate, Credit Analysis, Financial Analysis, Refinance, Retail Banking, Cross Selling, Residential Mortgages, Business Development, Credit Risk, Real Estate Financing, Sales, Relationship Management, Sales Management, Leadership, Coaching, New Business Development, Branch Management, Strategic Planning, Finance, Cash Management
Education
Santa Clara University 1995 — 2000
BS, Economics
Heather McKenzie's Wells Fargo Experience September 2010 - October 2012
Job Associate, Sponsor Finance at CIT Group
Industry Banking
Experience
CIT Group November 2012 - Present
Wells Fargo September 2010 - October 2012
Santa Clara University January 2007 - September 2010
JP Morgan Chase September 2009 - September 2009
Royal Bank of Scotland June 2008 - August 2008
Skills
Financial Analysis
Education
Santa Clara University - Leavey School of Business 2006 — 2010
BS, Finance
Santa Clara University
CIT Group November 2012 - Present
Wells Fargo September 2010 - October 2012
Santa Clara University January 2007 - September 2010
JP Morgan Chase September 2009 - September 2009
Royal Bank of Scotland June 2008 - August 2008
Skills
Financial Analysis
Education
Santa Clara University - Leavey School of Business 2006 — 2010
BS, Finance
Santa Clara University
John Ramacciotti John Ramacciotti's Wells Fargo Experience February 2003 - May 2003
Job Service Support Controller at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2007 - Present
First National Bank of Northern California January 2007 - October 2007
First National Bank of Northern California June 2005 - December 2006
Wells Fargo Bank May 2003 - June 2005
Wells Fargo February 2003 - May 2003
Skills
Financial Analysis, Customer Service, Banking, Management, Operations Management, Customer Satisfaction, Sales, Analysis
Education
Santa Clara University - Leavey School of Business 2007 — 2010
MBA, Finance
Santa Clara University - Leavey School of Business 1997 — 2001
Bachelor of Science in Commerce, Marketing
Merrill Lynch October 2007 - Present
First National Bank of Northern California January 2007 - October 2007
First National Bank of Northern California June 2005 - December 2006
Wells Fargo Bank May 2003 - June 2005
Wells Fargo February 2003 - May 2003
Skills
Financial Analysis, Customer Service, Banking, Management, Operations Management, Customer Satisfaction, Sales, Analysis
Education
Santa Clara University - Leavey School of Business 2007 — 2010
MBA, Finance
Santa Clara University - Leavey School of Business 1997 — 2001
Bachelor of Science in Commerce, Marketing
Monica De Vincenzi Monica De Vincenzi's Wells Fargo Experience September 2011 - Present
Job VP, Wells Fargo Securities
Industry Information Technology and Services
Experience
Wells Fargo September 2011 - Present
Wells Fargo Bank February 2008 - September 2011
Skills
Financial Risk, Management, Change Management, Internal Controls, Business Process
Education
Santa Clara University
Bachelor of Science in Political Science and Bachelor of Science in Economics
Wells Fargo September 2011 - Present
Wells Fargo Bank February 2008 - September 2011
Skills
Financial Risk, Management, Change Management, Internal Controls, Business Process
Education
Santa Clara University
Bachelor of Science in Political Science and Bachelor of Science in Economics
Luis Chagoya Luis Chagoya's Wells Fargo Experience August 2010 - December 2010
Job I'm searching other career opportunities
Industry Financial Services
Experience
US Bankcard Services, Inc May 2015 - August 2015
TransFirst January 2015 - May 2015
MSI Merchant Services Inc December 2010 - December 2014
Wells Fargo August 2010 - December 2010
Gold's Gym Culver City January 2009 - January 2010
24 Hour Fitness January 2008 - January 2009
Skills
Sales, Marketing, Sales Management, Leadership, B2B
Education
Santa Monica College 2006 — 2008
Associate of Arts (A.A.), Business Administration and Management, General
Venice High School 2001 — 2005
High School Diploma, Bilingual Business Finance Academy
US Bankcard Services, Inc May 2015 - August 2015
TransFirst January 2015 - May 2015
MSI Merchant Services Inc December 2010 - December 2014
Wells Fargo August 2010 - December 2010
Gold's Gym Culver City January 2009 - January 2010
24 Hour Fitness January 2008 - January 2009
Skills
Sales, Marketing, Sales Management, Leadership, B2B
Education
Santa Monica College 2006 — 2008
Associate of Arts (A.A.), Business Administration and Management, General
Venice High School 2001 — 2005
High School Diploma, Bilingual Business Finance Academy
Willette Tipton's Wells Fargo Experience March 2013 - July 2013
Job Assistant Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo Capital Finance August 2013 - Present
Wells Fargo March 2013 - July 2013
Wells Fargo June 2011 - June 2013
Wells Fargo August 2010 - March 2013
Skills
Analysis, Credit, Financial Analysis, Microsoft Excel, Management, Accounting, PowerPoint, Mandarin, Customer Relations, Commercial Lending, Portfolio Management, Loans, Credit Analysis, Financial Modeling, Banking, Commercial Banking, Finance
Education
Santa Clara University 2005 — 2010
Bachelor of Science, Commerce; Finance, International Business: China
The Beijing Center 2007 — 2008
Mandarin
Wells Fargo Capital Finance August 2013 - Present
Wells Fargo March 2013 - July 2013
Wells Fargo June 2011 - June 2013
Wells Fargo August 2010 - March 2013
Skills
Analysis, Credit, Financial Analysis, Microsoft Excel, Management, Accounting, PowerPoint, Mandarin, Customer Relations, Commercial Lending, Portfolio Management, Loans, Credit Analysis, Financial Modeling, Banking, Commercial Banking, Finance
Education
Santa Clara University 2005 — 2010
Bachelor of Science, Commerce; Finance, International Business: China
The Beijing Center 2007 — 2008
Mandarin
Giulia Rodriguez Giulia Rodriguez's Wells Fargo Experience February 2014 - Present
Job Customer Sales and Service Representative at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2014 - Present
Wells Fargo August 2011 - January 2014
City of Gainesville Parks, Recreation and Cultural Affairs August 2013 - December 2013
ADORE Events May 2013 - October 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Bilingual, Retail Banking, Event Planning, Program Development, Meeting Planning, Planning & Organizing..., Program Management
Education
University of Florida 2012 — 2013
Bachelor's degree, Event Management, Senior
Santa Fe College 2011 — 2012
Associate of Arts (A.A.), Parks, Recreation and Leisure Studies, Graduated
Wells Fargo February 2014 - Present
Wells Fargo August 2011 - January 2014
City of Gainesville Parks, Recreation and Cultural Affairs August 2013 - December 2013
ADORE Events May 2013 - October 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Bilingual, Retail Banking, Event Planning, Program Development, Meeting Planning, Planning & Organizing..., Program Management
Education
University of Florida 2012 — 2013
Bachelor's degree, Event Management, Senior
Santa Fe College 2011 — 2012
Associate of Arts (A.A.), Parks, Recreation and Leisure Studies, Graduated
Andrew Yip Andrew Yip's Wells Fargo Experience November 2009 - May 2011
Job Financial Analyst, Retail Development Finance at Apple
Industry Financial Services
Experience
Apple July 2015 - Present
Apple November 2012 - Present
Apple April 2012 - November 2012
Wells Fargo November 2009 - May 2011
Wells Fargo April 2008 - November 2009
Wells Fargo June 2007 - April 2008
Skills
Coaching, Compliance, Documentation, Policy, Risk Management, Customer Service, Customer Relations, Banking, Sales Management, Team Building, Process Improvement, Operations Management, SAP, Microsoft Excel, Software Documentation, PowerPoint, Management, Account Management, Financial Analysis, Sales
Education
Santa Clara University - Leavey School of Business 2012 — 2015
Master of Business Administration (MBA)
University of California, Irvine 2004 — 2008
B.A., Business Economics; Minor in Management
Apple July 2015 - Present
Apple November 2012 - Present
Apple April 2012 - November 2012
Wells Fargo November 2009 - May 2011
Wells Fargo April 2008 - November 2009
Wells Fargo June 2007 - April 2008
Skills
Coaching, Compliance, Documentation, Policy, Risk Management, Customer Service, Customer Relations, Banking, Sales Management, Team Building, Process Improvement, Operations Management, SAP, Microsoft Excel, Software Documentation, PowerPoint, Management, Account Management, Financial Analysis, Sales
Education
Santa Clara University - Leavey School of Business 2012 — 2015
Master of Business Administration (MBA)
University of California, Irvine 2004 — 2008
B.A., Business Economics; Minor in Management
Dona Winnowski's Wells Fargo Experience June 2007 - May 2012
Job Private Banker/ AVP at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank June 2012 - Present
Wells Fargo June 2007 - May 2012
Wells Fargo February 2006 - April 2007
Chase Home Finance 2005 - 2006
St. Mary's Academy 1999 - 2005
Legacy Health 1996 - 1999
Skills
Mortgage Lending, Loans, Series 7, Credit, Wealth Management, Life Insurance, Portfolio Management, Banking, Private Banking, Uniform Combined State..., Commercial Lending, Lines Of Credit, Small Business Lending, Retirement Planning, Commercial Banking, Consumer Lending, Securities, Credit Analysis, Mortgage, Series 66, Oregon Health and Life...
Education
Santa Clara University 1987 — 1991
B.S., Political Science
Lake Oswego High School 1985 — 1987
Earl L. Vandermeulen High School 1983 — 1985
Wells Fargo Private Bank June 2012 - Present
Wells Fargo June 2007 - May 2012
Wells Fargo February 2006 - April 2007
Chase Home Finance 2005 - 2006
St. Mary's Academy 1999 - 2005
Legacy Health 1996 - 1999
Skills
Mortgage Lending, Loans, Series 7, Credit, Wealth Management, Life Insurance, Portfolio Management, Banking, Private Banking, Uniform Combined State..., Commercial Lending, Lines Of Credit, Small Business Lending, Retirement Planning, Commercial Banking, Consumer Lending, Securities, Credit Analysis, Mortgage, Series 66, Oregon Health and Life...
Education
Santa Clara University 1987 — 1991
B.S., Political Science
Lake Oswego High School 1985 — 1987
Earl L. Vandermeulen High School 1983 — 1985
Janine Yip Janine Yip's Wells Fargo Experience November 2014 - June 2015
Job Project Portfolio Analyst at Gap Inc./GapTech
Industry Retail
Experience
Gap Inc./GapTech August 2015 - Present
Wells Fargo November 2014 - June 2015
Al-Razaq Computing Services January 2013 - November 2014
Lockheed Martin Space Systems Company September 2007 - January 2013
UBS Wealth Management November 2005 - December 2006
Skills
Finance, Program Management, Management, Forecasting, Proposal Writing, Financial Analysis, Negotiation, Microsoft Excel, Economics, Financial Modeling, Data Analysis, Cross-functional Team..., Risk Management, Process Improvement, Leadership, Project Management, Strategic Planning
Education
Santa Clara University - Leavey School of Business 2009 — 2011
MBA, Finance
University of Colorado Boulder 2003 — 2007
Bachelor’s Degree, Economics
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
Bachelor of Science Business Administration, Finance
Gap Inc./GapTech August 2015 - Present
Wells Fargo November 2014 - June 2015
Al-Razaq Computing Services January 2013 - November 2014
Lockheed Martin Space Systems Company September 2007 - January 2013
UBS Wealth Management November 2005 - December 2006
Skills
Finance, Program Management, Management, Forecasting, Proposal Writing, Financial Analysis, Negotiation, Microsoft Excel, Economics, Financial Modeling, Data Analysis, Cross-functional Team..., Risk Management, Process Improvement, Leadership, Project Management, Strategic Planning
Education
Santa Clara University - Leavey School of Business 2009 — 2011
MBA, Finance
University of Colorado Boulder 2003 — 2007
Bachelor’s Degree, Economics
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
Bachelor of Science Business Administration, Finance
Sean Dowdall Sean Dowdall's Wells Fargo Experience October 2002 - October 2008
Job General Manager and Chief Marketing Officer at Landis Communications Inc.
Industry Banking
Experience
Landis Communications Inc. June 2013 - Present
Rabobank, N.A. November 2008 - March 2013
Wells Fargo October 2002 - October 2008
Bank of America 1985 - 2002
Skills
Segmentation, Analytics, Portfolio Management, Customer Acquisition, Product Management, Direct Marketing, Marketing Strategy, Strategic Planning, Marketing Communications, Financial Analysis, Integrated Marketing, Competitive Analysis, Business Strategy, Banking, Marketing, Product Marketing, Mergers, Multi-channel Marketing, E-commerce, Cross-functional Team..., Email Marketing, Strategy, Financial Services, Database Marketing, Digital Marketing, Mergers & Acquisitions, B2B, Corporate Communications, Customer Insight, Leadership, Management, Public Relations, Strategic Partnerships, CRM, B2B Marketing, Digital Strategy, Lead Generation, Marketing Management, Product Development, Market Research, Sales, Market Analysis, Marketing Research, Online Advertising, Brand Development, Brand Management, Online Marketing, Mobile Marketing, Business Development
Education
Pacific Coast Banking School 1995 — 1997
Santa Clara University 1981 — 1985
Bachelor of Science (BS), Finance, General
Landis Communications Inc. June 2013 - Present
Rabobank, N.A. November 2008 - March 2013
Wells Fargo October 2002 - October 2008
Bank of America 1985 - 2002
Skills
Segmentation, Analytics, Portfolio Management, Customer Acquisition, Product Management, Direct Marketing, Marketing Strategy, Strategic Planning, Marketing Communications, Financial Analysis, Integrated Marketing, Competitive Analysis, Business Strategy, Banking, Marketing, Product Marketing, Mergers, Multi-channel Marketing, E-commerce, Cross-functional Team..., Email Marketing, Strategy, Financial Services, Database Marketing, Digital Marketing, Mergers & Acquisitions, B2B, Corporate Communications, Customer Insight, Leadership, Management, Public Relations, Strategic Partnerships, CRM, B2B Marketing, Digital Strategy, Lead Generation, Marketing Management, Product Development, Market Research, Sales, Market Analysis, Marketing Research, Online Advertising, Brand Development, Brand Management, Online Marketing, Mobile Marketing, Business Development
Education
Pacific Coast Banking School 1995 — 1997
Santa Clara University 1981 — 1985
Bachelor of Science (BS), Finance, General
Victoria Guillot, ISRD, CSS/CRS Victoria Guillot, ISRD, CSS/CRS's Wells Fargo Experience 1986 - 1988
Job Professional Home Staging and Interior ReDesign
Industry Financial Services
Experience
The Stage Coach 2006 - Present
Stage Coach Funding 2012 - 2014
Citi January 1991 - January 1998
Financial Transaction Corp. July 1988 - December 1990
Wells Fargo 1986 - 1988
Crocker Bank 1982 - 1986
Granite Home Loans 1980 - 1982
Pacific Plan of California 1977 - 1980
Skills
Real Estate, Loans, Small Business, Mortgage Lending, New Business Development, Investment Properties, Financial Analysis, Credit Analysis, Credit, Negotiation, Risk Management, Banking, Leases, Investments, Property Management, Private Equity, Due Diligence
Education
Santa Clara University 1973 — 1977
BA, Spanish and Linguistics
The Stage Coach 2006 - Present
Stage Coach Funding 2012 - 2014
Citi January 1991 - January 1998
Financial Transaction Corp. July 1988 - December 1990
Wells Fargo 1986 - 1988
Crocker Bank 1982 - 1986
Granite Home Loans 1980 - 1982
Pacific Plan of California 1977 - 1980
Skills
Real Estate, Loans, Small Business, Mortgage Lending, New Business Development, Investment Properties, Financial Analysis, Credit Analysis, Credit, Negotiation, Risk Management, Banking, Leases, Investments, Property Management, Private Equity, Due Diligence
Education
Santa Clara University 1973 — 1977
BA, Spanish and Linguistics
Lyza Wilson's Wells Fargo Experience May 2015 - Present
Job Experienced Project Manager | Account Manager | Marketing and Communications Professional
Industry Marketing and Advertising
Experience
Wells Fargo May 2015 - Present
LifeLock March 2015 - April 2015
Wells Fargo October 2012 - September 2014
SheKnows, LLC November 2011 - September 2012
FetchBack Inc. July 2011 - November 2011
PetSmart August 2008 - July 2011
Coldwell Banker Residential Brokerage June 2007 - July 2008
Pebble Technology International September 2004 - May 2007
Scottsdale Insurance Company September 2002 - August 2004
New Line Cinema LLC September 1999 - April 2001
Skills
Advertising, Marketing, Online Advertising, Creative Direction, Digital Marketing, Google Analytics, CRM, Social Media, Analytics, Project Management, Web Analytics, Account Management, Salesforce.com, Microsoft Excel, Interactive Marketing, Content Management, Marketing Communications, DoubleClick, Brand Management, Print Production Process, Cognos, Display Advertising, Company Brochures, Copy Editing, Offset Printing, Aprimo, adobe acrobat, Spot Color, Layout, Noosh, Loyalty Marketing, Behavioral Targeting, Creative Briefs, Google Adwords, SharePoint, SAP, DART for Publishers, DFA, Pointroll, Atlas, MediaMind, Bluekai, PowerPoint, Microsoft Word, Outlook, Basecamp
Education
Santa Monica College
Stockholm - Ecole Francaise/Franska Skolan
Wells Fargo May 2015 - Present
LifeLock March 2015 - April 2015
Wells Fargo October 2012 - September 2014
SheKnows, LLC November 2011 - September 2012
FetchBack Inc. July 2011 - November 2011
PetSmart August 2008 - July 2011
Coldwell Banker Residential Brokerage June 2007 - July 2008
Pebble Technology International September 2004 - May 2007
Scottsdale Insurance Company September 2002 - August 2004
New Line Cinema LLC September 1999 - April 2001
Skills
Advertising, Marketing, Online Advertising, Creative Direction, Digital Marketing, Google Analytics, CRM, Social Media, Analytics, Project Management, Web Analytics, Account Management, Salesforce.com, Microsoft Excel, Interactive Marketing, Content Management, Marketing Communications, DoubleClick, Brand Management, Print Production Process, Cognos, Display Advertising, Company Brochures, Copy Editing, Offset Printing, Aprimo, adobe acrobat, Spot Color, Layout, Noosh, Loyalty Marketing, Behavioral Targeting, Creative Briefs, Google Adwords, SharePoint, SAP, DART for Publishers, DFA, Pointroll, Atlas, MediaMind, Bluekai, PowerPoint, Microsoft Word, Outlook, Basecamp
Education
Santa Monica College
Stockholm - Ecole Francaise/Franska Skolan
Sandra (Sandy) Friday Sandra (Sandy) Friday's Wells Fargo Experience June 2014 - July 2015
Job Partner/Owner at Management Solutions East/West
Industry Hospital & Health Care
Experience
Management Solutions East/West - Medical and Dental Billing Services August 2015 - Present
Wells Fargo June 2014 - July 2015
Wells Fargo August 2013 - June 2014
Bank of Nevada February 2013 - August 2013
Bank of America February 2005 - October 2012
Citibank (Banamex USA) January 2004 - February 2005
Skills
Credit, Banking, Loan Origination, Commercial Lending, Commercial Banking, Credit Analysis, Portfolio Management, Real Estate Financing, Commercial Real Estate, Secured Financing, Cash Flow Lending, Treasury Management, Cash Management, FX Hedging, International Trade, International Account..., Deposit Growth, FF&E, Lines Of Credit, Commercial Lines, Asset Based Lending, Merchant Services
Education
Santa Clara University 1998 — 1999
School of Law
University of Nevada-Las Vegas - College of Business 1989 — 1995
Bachelor of Science (B.S.), Dual B.S. Degrees - Business Administration and Management and Marketing
Management Solutions East/West - Medical and Dental Billing Services August 2015 - Present
Wells Fargo June 2014 - July 2015
Wells Fargo August 2013 - June 2014
Bank of Nevada February 2013 - August 2013
Bank of America February 2005 - October 2012
Citibank (Banamex USA) January 2004 - February 2005
Skills
Credit, Banking, Loan Origination, Commercial Lending, Commercial Banking, Credit Analysis, Portfolio Management, Real Estate Financing, Commercial Real Estate, Secured Financing, Cash Flow Lending, Treasury Management, Cash Management, FX Hedging, International Trade, International Account..., Deposit Growth, FF&E, Lines Of Credit, Commercial Lines, Asset Based Lending, Merchant Services
Education
Santa Clara University 1998 — 1999
School of Law
University of Nevada-Las Vegas - College of Business 1989 — 1995
Bachelor of Science (B.S.), Dual B.S. Degrees - Business Administration and Management and Marketing
Pamela O'Sullivan Pamela O'Sullivan's Wells Fargo Experience 1992 - 1999
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab 2002 - 2005
Charles Schwab February 1999 - 2002
Wells Fargo 1992 - 1999
California Casualty Management Company 1991 - 1992
Skills
Cross-functional Team...
Education
UCLA Anderson School of Management 1999 — 2001
Master of Business Administration (M.B.A.)
Santa Clara University 1986 — 1990
Bachelor's Degree, Marketing/Marketing Management, General
Charles Schwab 2002 - 2005
Charles Schwab February 1999 - 2002
Wells Fargo 1992 - 1999
California Casualty Management Company 1991 - 1992
Skills
Cross-functional Team...
Education
UCLA Anderson School of Management 1999 — 2001
Master of Business Administration (M.B.A.)
Santa Clara University 1986 — 1990
Bachelor's Degree, Marketing/Marketing Management, General
Michelle Yung Michelle Yung's Wells Fargo Experience June 2006 - November 2011
Job PMO Supervisor, Energy Research & Development at SMUD
Industry Utilities
Experience
SMUD November 2014 - Present
SMUD November 2011 - October 2014
Wells Fargo June 2006 - November 2011
PairPoint Group September 2005 - May 2006
Skills
Cross-functional Team..., Project Management, Vendor Management, Project Planning, Program Management, Business Analysis, Business Process..., Process Improvement, PMO, Business Intelligence, Agile Methodologies, Change Management, MS Project, PMP, SDLC, SharePoint, Data Warehousing, Enterprise Architecture, Risk Management, Leadership, Strategy, Visio, CRM, Budgets, Software Development, Management, Software Documentation, Banking, Requirements Gathering, Disaster Recovery
Education
Santa Clara University - Leavey School of Business 2008 — 2010
MBA, Finance, International Business
University of California, Davis 2002 — 2006
B.A, Economics
SMUD November 2014 - Present
SMUD November 2011 - October 2014
Wells Fargo June 2006 - November 2011
PairPoint Group September 2005 - May 2006
Skills
Cross-functional Team..., Project Management, Vendor Management, Project Planning, Program Management, Business Analysis, Business Process..., Process Improvement, PMO, Business Intelligence, Agile Methodologies, Change Management, MS Project, PMP, SDLC, SharePoint, Data Warehousing, Enterprise Architecture, Risk Management, Leadership, Strategy, Visio, CRM, Budgets, Software Development, Management, Software Documentation, Banking, Requirements Gathering, Disaster Recovery
Education
Santa Clara University - Leavey School of Business 2008 — 2010
MBA, Finance, International Business
University of California, Davis 2002 — 2006
B.A, Economics
James Metters James Metters's Wells Fargo Experience Personal BankerFrost BankDecember 2014 - June 2015
Job Personal banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Personal BankerFrost BankDecember 2014 - June 2015
Checksmart Financial Company October 2011 - December 2014
Bank of the West June 2009 - October 2011
Skills
Banking, Loans, Customer Service, Sales, Financial Services, Finance
Education
Santa Monica College
Wells Fargo Personal BankerFrost BankDecember 2014 - June 2015
Checksmart Financial Company October 2011 - December 2014
Bank of the West June 2009 - October 2011
Skills
Banking, Loans, Customer Service, Sales, Financial Services, Finance
Education
Santa Monica College
David Leonick David Leonick's Wells Fargo Experience May 2015 - Present
Job Product Manager at Wells Fargo
Industry Internet
Experience
Wells Fargo May 2015 - Present
Dealix September 2013 - May 2014
Dealix February 2010 - September 2013
Dealix April 2007 - February 2010
Dealix January 2002 - March 2007
Metis Associates July 1998 - August 2000
Skills
Product Management, Customer Service, Management, Team Leadership, Cross-functional Team..., Strategic Partnerships, Lead Generation, Competitive Analysis, Analytics, SQL, Data Analysis, Account Management, Analysis, Quality Assurance, PowerPoint, Microsoft Excel, Online Advertising, Business Intelligence, JIRA, Advertising, Integration, Team Building, Digital Marketing, Customer Relations, Software Documentation, Trafficking, Mentoring, SaaS
Education
Santa Clara University - Leavey School of Business 2009 — 2013
MBA
Stony Brook University 1997 — 2001
BA, History
Bronx High School of Science 1993 — 1997
Regents Diploma
Open AdStream training
Wells Fargo May 2015 - Present
Dealix September 2013 - May 2014
Dealix February 2010 - September 2013
Dealix April 2007 - February 2010
Dealix January 2002 - March 2007
Metis Associates July 1998 - August 2000
Skills
Product Management, Customer Service, Management, Team Leadership, Cross-functional Team..., Strategic Partnerships, Lead Generation, Competitive Analysis, Analytics, SQL, Data Analysis, Account Management, Analysis, Quality Assurance, PowerPoint, Microsoft Excel, Online Advertising, Business Intelligence, JIRA, Advertising, Integration, Team Building, Digital Marketing, Customer Relations, Software Documentation, Trafficking, Mentoring, SaaS
Education
Santa Clara University - Leavey School of Business 2009 — 2013
MBA
Stony Brook University 1997 — 2001
BA, History
Bronx High School of Science 1993 — 1997
Regents Diploma
Open AdStream training
Lauren McAndrews Lauren McAndrews's Wells Fargo Experience June 2013 - September 2013
Job Marketing Events Specialist
Industry Events Services
Experience
Adobe July 2015 - Present
Hewlett-Packard May 2014 - September 2014
Wells Fargo June 2013 - September 2013
The Museums of Los Gatos June 2013 - August 2013
Perfect Market June 2012 - September 2012
Sprinkles Cupcakes 2010 - 2012
Skills
Customer Service, Event Planning, Social Media, Research, Web Design, Recruiting, JMP, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Event Management, Outlook, Public Speaking, Social Networking, Leadership, Teamwork, Marketing, Blogging, Email Marketing, Facebook
Education
Santa Clara University 2011 — 2015
Adobe July 2015 - Present
Hewlett-Packard May 2014 - September 2014
Wells Fargo June 2013 - September 2013
The Museums of Los Gatos June 2013 - August 2013
Perfect Market June 2012 - September 2012
Sprinkles Cupcakes 2010 - 2012
Skills
Customer Service, Event Planning, Social Media, Research, Web Design, Recruiting, JMP, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Event Management, Outlook, Public Speaking, Social Networking, Leadership, Teamwork, Marketing, Blogging, Email Marketing, Facebook
Education
Santa Clara University 2011 — 2015
Thurman Morris's Wells Fargo Experience March 2013 - July 2013
Job Business Intelligence / Data Recruiter
Industry Staffing and Recruiting
Experience
Apex Systems January 2015 - Present
University of Florida August 2014 - January 2015
University of Florida July 2013 - August 2014
Wells Fargo March 2013 - July 2013
Cabana Beach Apartments August 2011 - February 2013
Clear Channel Outdoor Global January 2007 - February 2008
Skills
Sports Management, Customer Service, Technical Recruiting, Sports Marketing, Social Media, Marketing, Microsoft Office, Recruiting, Sales Operations, Ticket Sales, Sports, Leadership, Event Management, Microsoft Excel, Operations Management, PowerPoint, Microsoft Word, Management, Customer Satisfaction, Sales
Education
University of Florida 2012 — 2014
Bachelor of Science (BS), Sport Management
University of Florida 2012 — 2014
Minor, Business Administration and Management, General
Santa Fe College 2010 — 2012
Associate's Degree, Business Administration and Management, General
Apex Systems January 2015 - Present
University of Florida August 2014 - January 2015
University of Florida July 2013 - August 2014
Wells Fargo March 2013 - July 2013
Cabana Beach Apartments August 2011 - February 2013
Clear Channel Outdoor Global January 2007 - February 2008
Skills
Sports Management, Customer Service, Technical Recruiting, Sports Marketing, Social Media, Marketing, Microsoft Office, Recruiting, Sales Operations, Ticket Sales, Sports, Leadership, Event Management, Microsoft Excel, Operations Management, PowerPoint, Microsoft Word, Management, Customer Satisfaction, Sales
Education
University of Florida 2012 — 2014
Bachelor of Science (BS), Sport Management
University of Florida 2012 — 2014
Minor, Business Administration and Management, General
Santa Fe College 2010 — 2012
Associate's Degree, Business Administration and Management, General
Asaad Farooqui's Wells Fargo Experience 2009 - 2013
Job Business Banking
Industry Financial Services
Experience
U.S. Bank February 2014 - Present
Wells Fargo 2009 - 2013
Wells Fargo January 2007 - December 2009
Skills
Treasury Management, Small Business Lending, Commercial Lending, Microsoft Office, Loans, Credit, Banking, Financial Analysis, Mortgage Lending, Credit Analysis, Retail Banking, Consumer Lending
Education
Santa Monica College
U.S. Bank February 2014 - Present
Wells Fargo 2009 - 2013
Wells Fargo January 2007 - December 2009
Skills
Treasury Management, Small Business Lending, Commercial Lending, Microsoft Office, Loans, Credit, Banking, Financial Analysis, Mortgage Lending, Credit Analysis, Retail Banking, Consumer Lending
Education
Santa Monica College
Aaron Brynen's Wells Fargo Experience July 2012 - September 2012
Job Channel Sales Manager at Smith Micro Software, Inc.
Industry Marketing and Advertising
Experience
Smith Micro Software, Inc. March 2015 - Present
Bay Area News Group October 2012 - March 2015
Wells Fargo July 2012 - September 2012
Wells Fargo Bank November 2010 - July 2012
ShipSmart, Inc August 2000 - September 2009
Westwood One April 1993 - November 1998
Skills
Email Marketing, Advertising, Marketing, Social Media Marketing, Online Advertising, Marketing Strategy, Sales, New Business Development, Advertising Sales, Digital Marketing, Social Networking, Direct Marketing, Digital Media, Social Media, Online Marketing, Business Development, Integrated Marketing, Mobile Marketing, Facebook, Marketing Communications, Customer Service, Public Relations, Microsoft Office, Radio, Outlook, Management, Media Planning, Lead Generation, Sales Management, Media Buying, Strategy, Mobile Advertising, New Media, B2B, Editing, Copywriting, Public Speaking, SEM, SEO, Digital Strategy, Press Releases, PowerPoint, Team Leadership, Account Management, Brand Development, Retail, Display Advertising, Multi-channel Marketing, Mobile Devices, CRM
Education
Santa Monica College 1988 — 1990
Smith Micro Software, Inc. March 2015 - Present
Bay Area News Group October 2012 - March 2015
Wells Fargo July 2012 - September 2012
Wells Fargo Bank November 2010 - July 2012
ShipSmart, Inc August 2000 - September 2009
Westwood One April 1993 - November 1998
Skills
Email Marketing, Advertising, Marketing, Social Media Marketing, Online Advertising, Marketing Strategy, Sales, New Business Development, Advertising Sales, Digital Marketing, Social Networking, Direct Marketing, Digital Media, Social Media, Online Marketing, Business Development, Integrated Marketing, Mobile Marketing, Facebook, Marketing Communications, Customer Service, Public Relations, Microsoft Office, Radio, Outlook, Management, Media Planning, Lead Generation, Sales Management, Media Buying, Strategy, Mobile Advertising, New Media, B2B, Editing, Copywriting, Public Speaking, SEM, SEO, Digital Strategy, Press Releases, PowerPoint, Team Leadership, Account Management, Brand Development, Retail, Display Advertising, Multi-channel Marketing, Mobile Devices, CRM
Education
Santa Monica College 1988 — 1990
Steven F Duncan Steven F Duncan's Wells Fargo Experience December 2012 - September 2013
Job Talent Acquisition Manager + The Fixer + Relationship Strategist + 2015 Ping Pong Champ
Industry Human Resources
Experience
Windstream July 2014 - Present
Kinetix October 2013 - Present
Global Payments November 2013 - December 2014
Innovative Mattress Solutions October 2013 - July 2014
Kinetix July 2013 - October 2013
Wells Fargo December 2012 - September 2013
Wells Fargo September 2011 - November 2012
Sprint Nextel October 2010 - February 2011
University of Florida April 2009 - December 2009
Muvico Theaters October 2002 - August 2006
Skills
Recruiting, Public Speaking, Management, Leadership, Time Management, Human Resources, Talent Acquisition, Sales, Customer Service, People-oriented, Social Networking, Temporary Placement, Business Development, Cold Calling, Customer Retention, Social Media, Talent Management, Sales&Marketing, Analysis, Leadership Development, Coaching, Employee Relations, Customer-focused, Hiring, Building Relationships, Internet Recruiting, Consulting, Cross-functional Team..., Customer Satisfaction, Relationship Building, Strategic Sourcing, Supervisory Skills, Team Management, Sales Process, Interview Skills, Like Challenges, Youth Mentoring, Sales Growth
Education
University of Florida 2004 — 2012
Bachelor of Fine Arts (B.F.A.), Visual Art Studies/ Digital Media
Santa Fe College 2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
Blanche Ely High School 2000 — 2004
Windstream July 2014 - Present
Kinetix October 2013 - Present
Global Payments November 2013 - December 2014
Innovative Mattress Solutions October 2013 - July 2014
Kinetix July 2013 - October 2013
Wells Fargo December 2012 - September 2013
Wells Fargo September 2011 - November 2012
Sprint Nextel October 2010 - February 2011
University of Florida April 2009 - December 2009
Muvico Theaters October 2002 - August 2006
Skills
Recruiting, Public Speaking, Management, Leadership, Time Management, Human Resources, Talent Acquisition, Sales, Customer Service, People-oriented, Social Networking, Temporary Placement, Business Development, Cold Calling, Customer Retention, Social Media, Talent Management, Sales&Marketing, Analysis, Leadership Development, Coaching, Employee Relations, Customer-focused, Hiring, Building Relationships, Internet Recruiting, Consulting, Cross-functional Team..., Customer Satisfaction, Relationship Building, Strategic Sourcing, Supervisory Skills, Team Management, Sales Process, Interview Skills, Like Challenges, Youth Mentoring, Sales Growth
Education
University of Florida 2004 — 2012
Bachelor of Fine Arts (B.F.A.), Visual Art Studies/ Digital Media
Santa Fe College 2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
Blanche Ely High School 2000 — 2004
Paige Stone's Wells Fargo Experience December 2010 - August 2012
Job Senior Team Leader, Guest Experience
Industry Retail
Experience
Target November 2014 - Present
Esparza Advertising July 2014 - November 2014
El Paradero Bed & Breakfast August 2012 - November 2014
Wells Fargo December 2010 - August 2012
Bishop's Lodge Ranch Resort & Spa May 2008 - December 2010
Eldorado Hotel & Spa August 2007 - September 2008
Skills
Customer Service, Marketing, Social Networking, Customer Satisfaction, Microsoft Office, Leadership, Microsoft Excel, PowerPoint, Management, Hospitality, Retail, Time Management, Social Media Marketing, Food & Beverage, Payroll, Restaurants, Market Research, Advertising, Microsoft Word, Hotels, Hospitality Management, Sales, Hotel Administration, Digital Marketing, Public Speaking, Scheduling, Team Leadership, Banking, Social Media, Team Building, Marketing Strategy
Education
The University of New Mexico - Robert O. Anderson School of Management 2012 — 2014
Bachelor's Degree, Marketing
Santa Fe Community College 2009 — 2011
Associate of Arts (AA), Psychology
Target November 2014 - Present
Esparza Advertising July 2014 - November 2014
El Paradero Bed & Breakfast August 2012 - November 2014
Wells Fargo December 2010 - August 2012
Bishop's Lodge Ranch Resort & Spa May 2008 - December 2010
Eldorado Hotel & Spa August 2007 - September 2008
Skills
Customer Service, Marketing, Social Networking, Customer Satisfaction, Microsoft Office, Leadership, Microsoft Excel, PowerPoint, Management, Hospitality, Retail, Time Management, Social Media Marketing, Food & Beverage, Payroll, Restaurants, Market Research, Advertising, Microsoft Word, Hotels, Hospitality Management, Sales, Hotel Administration, Digital Marketing, Public Speaking, Scheduling, Team Leadership, Banking, Social Media, Team Building, Marketing Strategy
Education
The University of New Mexico - Robert O. Anderson School of Management 2012 — 2014
Bachelor's Degree, Marketing
Santa Fe Community College 2009 — 2011
Associate of Arts (AA), Psychology
Antoinette Owens Antoinette Owens's Wells Fargo Experience February 2008 - August 2009
Job Independent Cake Decorator at Nettie's Custom Cakes
Industry Food Production
Experience
Nettie's Custom Cakes January 2010 - Present
Smith's Food & Drug Centers March 2014 - June 2015
Albertsons November 2010 - April 2012
Smith's Food & Drug Centers December 2009 - September 2010
Wells Fargo February 2008 - August 2009
Smith's Food & Drug Centers July 2006 - August 2007
Olive Garden Cafe Bar and Grill January 2006 - July 2006
Coldstone Creamery February 2004 - January 2006
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Cake Decorating, Baking
Education
Santa Fe Community College 2013 — 2016
Baking and Pastry Arts/Baker/Pastry Chef
Santa Fe High School 2000 — 2004
High School/Secondary Diplomas and Certificates
Nettie's Custom Cakes January 2010 - Present
Smith's Food & Drug Centers March 2014 - June 2015
Albertsons November 2010 - April 2012
Smith's Food & Drug Centers December 2009 - September 2010
Wells Fargo February 2008 - August 2009
Smith's Food & Drug Centers July 2006 - August 2007
Olive Garden Cafe Bar and Grill January 2006 - July 2006
Coldstone Creamery February 2004 - January 2006
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Cake Decorating, Baking
Education
Santa Fe Community College 2013 — 2016
Baking and Pastry Arts/Baker/Pastry Chef
Santa Fe High School 2000 — 2004
High School/Secondary Diplomas and Certificates
Doug Tsai Doug Tsai's Wells Fargo Experience 2002 - 2002
Job Customer Service Representative at Univar
Industry Consumer Services
Experience
Univar December 2012 - Present
DCL November 2011 - October 2012
EMC Corporation November 2010 - November 2011
Technology Credit Union June 2008 - May 2010
Meriwest Credit Union February 2006 - May 2008
Stanford Federal Credit Union September 2003 - February 2005
City of Santa Clara 2002 - 2003
Wells Fargo 2002 - 2002
Coptech West November 2000 - July 2001
Discopylabs October 1999 - November 2000
Skills
Financial Services, External Facing, Qualifying Prospects, Addressing Customer..., Managing Pipeline, Outlook, Sales, Customer Service, Program Management, Training, Salesforce.com, Leadership, Management, Solution Selling, Business Development, Lead Generation, Sales Operations, CRM
Education
Santa Clara University 1994 — 1998
Univar December 2012 - Present
DCL November 2011 - October 2012
EMC Corporation November 2010 - November 2011
Technology Credit Union June 2008 - May 2010
Meriwest Credit Union February 2006 - May 2008
Stanford Federal Credit Union September 2003 - February 2005
City of Santa Clara 2002 - 2003
Wells Fargo 2002 - 2002
Coptech West November 2000 - July 2001
Discopylabs October 1999 - November 2000
Skills
Financial Services, External Facing, Qualifying Prospects, Addressing Customer..., Managing Pipeline, Outlook, Sales, Customer Service, Program Management, Training, Salesforce.com, Leadership, Management, Solution Selling, Business Development, Lead Generation, Sales Operations, CRM
Education
Santa Clara University 1994 — 1998
Thomas Moles's Wells Fargo Experience January 2015 - August 2015
Job Mortgage Loan Officer (NMLS 1272295) at HomeServices Lending, LLC A Berkshire Hathaway Company
Industry Financial Services
Experience
HomeServices Lending, LLC August 2015 - Present
Wells Fargo January 2015 - August 2015
Freedom Financial December 2013 - December 2014
Avidbank September 2012 - November 2013
Silicon Valley Bank April 2012 - August 2012
Fisher Investments August 2011 - February 2012
Clearview Publishing October 2010 - December 2010
Intero Real Estate Services June 2009 - September 2009
Skills
Leadership, Microsoft Office, Microsoft Word, Public Speaking, Team Leadership, Wealth Management, PowerPoint, Financial Reporting, Risk Management, Credit, Loans
Education
Santa Clara University 2008 — 2012
Bachelor of Business Administration (BBA), Finance
HomeServices Lending, LLC August 2015 - Present
Wells Fargo January 2015 - August 2015
Freedom Financial December 2013 - December 2014
Avidbank September 2012 - November 2013
Silicon Valley Bank April 2012 - August 2012
Fisher Investments August 2011 - February 2012
Clearview Publishing October 2010 - December 2010
Intero Real Estate Services June 2009 - September 2009
Skills
Leadership, Microsoft Office, Microsoft Word, Public Speaking, Team Leadership, Wealth Management, PowerPoint, Financial Reporting, Risk Management, Credit, Loans
Education
Santa Clara University 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Haley Wigent Haley Wigent's Wells Fargo Experience April 2009 - November 2009
Job Key Executive/Office Manager at Bumblebee Batteries
Industry Automotive
Experience
Bumblebee Batteries, LLC June 2012 - Present
Bumblebee Batteries June 2012 - Present
Active Recovery, LLC November 2009 - April 2012
Wells Fargo April 2009 - November 2009
Starbucks June 2008 - April 2009
Borders/Seattle's Best Coffee November 2006 - June 2008
Skills
Training, Leadership, Management, Team Leadership, Customer Service, Payroll, Teamwork, Accounting, Process Scheduler, Employee Benefits, Cash Flow, Hiring, Customer Experience, Data Entry, Outlook, Office Management, Administrative..., Microsoft Excel, Microsoft Word, Microsoft Office
Education
Santa Fe Community College 2010 — 2012
Accounting Specialist Certificate, Accounting/Business
University of Phoenix 2007 — 2011
Bachelor of Science in Management, Management/Business
Bumblebee Batteries, LLC June 2012 - Present
Bumblebee Batteries June 2012 - Present
Active Recovery, LLC November 2009 - April 2012
Wells Fargo April 2009 - November 2009
Starbucks June 2008 - April 2009
Borders/Seattle's Best Coffee November 2006 - June 2008
Skills
Training, Leadership, Management, Team Leadership, Customer Service, Payroll, Teamwork, Accounting, Process Scheduler, Employee Benefits, Cash Flow, Hiring, Customer Experience, Data Entry, Outlook, Office Management, Administrative..., Microsoft Excel, Microsoft Word, Microsoft Office
Education
Santa Fe Community College 2010 — 2012
Accounting Specialist Certificate, Accounting/Business
University of Phoenix 2007 — 2011
Bachelor of Science in Management, Management/Business
Kyle Deardorff Kyle Deardorff's Wells Fargo Experience July 2014 - Present
Job Service Manager II, Wells Fargo Bank, N.A.
Industry Public Relations and Communications
Experience
Wells Fargo July 2014 - Present
Wells Fargo July 2013 - July 2014
Wells Fargo August 2012 - July 2013
Wells Fargo September 2010 - August 2012
American Eagle Outfitters July 2006 - August 2010
Gainesville Sun August 2008 - December 2008
Skills
Social Media, Public Relations, Training, Customer Service, Sales, Publications, Press Releases, Social Networking, Leadership, Public Speaking, Editing, Microsoft Office, Coaching, Staff Development, Organizational..., Employee Relations, Interviews, Time Management, Team Leadership
Education
University of Florida 2008 — 2010
Bachelor of Science, Public Relations, Communication Studies
Santa Fe College 2006 — 2008
Associate of Arts, Journalism
Wells Fargo July 2014 - Present
Wells Fargo July 2013 - July 2014
Wells Fargo August 2012 - July 2013
Wells Fargo September 2010 - August 2012
American Eagle Outfitters July 2006 - August 2010
Gainesville Sun August 2008 - December 2008
Skills
Social Media, Public Relations, Training, Customer Service, Sales, Publications, Press Releases, Social Networking, Leadership, Public Speaking, Editing, Microsoft Office, Coaching, Staff Development, Organizational..., Employee Relations, Interviews, Time Management, Team Leadership
Education
University of Florida 2008 — 2010
Bachelor of Science, Public Relations, Communication Studies
Santa Fe College 2006 — 2008
Associate of Arts, Journalism
Serena Cavanaugh Serena Cavanaugh's Wells Fargo Experience January 2002 - June 2006
Job Acquisitions Editor at Professional Publications, Inc
Industry Writing and Editing
Experience
Professional Publications, Inc. April 2015 - Present
NimbleCommerce October 2013 - April 2015
Serena J Cavanaugh Writing January 1999 - April 2015
Crossbar Inc January 2013 - March 2014
Evans Estate February 2010 - June 2013
Coldwell Banker Northern California February 2010 - May 2013
Wells Fargo January 2002 - June 2006
Collabria March 2000 - July 2001
Jones Communications June 1998 - 1999
Miller Shandwick Technologies January 1998 - June 1998
Skills
Editing, Blogging, Press Releases, Web Content, Newsletters, Content Management, Public Relations, Start-ups, Customer Service, Event Planning, Microsoft Office, Microsoft Excel, Microsoft Powerpoint, some html, Filing, Electronic Filing, Calendar Planning, Adobe Creative Suite, Marketing, Adobe Acrobat, Indesign, Public Speaking, Copywriting, Advertising, Facebook, Publishing
Education
Santa Clara University 1996 — 1999
B.A., English
Notre Dame High School 1993 — 1995
Diploma, General
Professional Publications, Inc. April 2015 - Present
NimbleCommerce October 2013 - April 2015
Serena J Cavanaugh Writing January 1999 - April 2015
Crossbar Inc January 2013 - March 2014
Evans Estate February 2010 - June 2013
Coldwell Banker Northern California February 2010 - May 2013
Wells Fargo January 2002 - June 2006
Collabria March 2000 - July 2001
Jones Communications June 1998 - 1999
Miller Shandwick Technologies January 1998 - June 1998
Skills
Editing, Blogging, Press Releases, Web Content, Newsletters, Content Management, Public Relations, Start-ups, Customer Service, Event Planning, Microsoft Office, Microsoft Excel, Microsoft Powerpoint, some html, Filing, Electronic Filing, Calendar Planning, Adobe Creative Suite, Marketing, Adobe Acrobat, Indesign, Public Speaking, Copywriting, Advertising, Facebook, Publishing
Education
Santa Clara University 1996 — 1999
B.A., English
Notre Dame High School 1993 — 1995
Diploma, General
Paul Cecconi, CIMA®'s Wells Fargo Experience August 2009 - July 2010
Job Associate Vice President at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust July 2010 - Present
Wells Fargo August 2009 - July 2010
Morgan Stanley June 2008 - September 2008
Skills
Alternative Investments, Asset Allocation, Capital Markets, Investment Management, Investment Strategies, Wealth Management..., Financial Services, Valuation, Investment Advisory, Equities, Portfolio Management
Education
The Wharton School, University of Pennsylvania 2013 — 2013
Certified Investment Management Analyst Program
Santa Clara University 2005 — 2009
BSC, Finance
Campolindo High School 2001 — 2005
Bessemer Trust July 2010 - Present
Wells Fargo August 2009 - July 2010
Morgan Stanley June 2008 - September 2008
Skills
Alternative Investments, Asset Allocation, Capital Markets, Investment Management, Investment Strategies, Wealth Management..., Financial Services, Valuation, Investment Advisory, Equities, Portfolio Management
Education
The Wharton School, University of Pennsylvania 2013 — 2013
Certified Investment Management Analyst Program
Santa Clara University 2005 — 2009
BSC, Finance
Campolindo High School 2001 — 2005
Lisa Giachetti Lisa Giachetti's Wells Fargo Experience April 2013 - Present
Job VP, Strategy Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2013 - Present
Wells Fargo April 2010 - April 2013
Wachovia Bank May 2007 - April 2010
Wells Fargo Bank May 2006 - May 2007
Wells Fargo Bank November 2005 - May 2006
Wells Fargo Bank August 2003 - November 2005
Wells Fargo Bank August 2002 - August 2003
Good Day Sacramento February 2000 - August 2002
News10 November 1999 - November 2000
ABC-News Channel 7 August 1998 - November 1999
Skills
Retail, Small Business, Marketing, Marketing Communications, Sales, Direct Marketing, Marketing Strategy, Team Building, Banking, Customer Service, Strategy, Credit, Sales Management, Management, Coaching, Financial Analysis, Loans, Leadership, Strategic Planning
Education
Santa Clara University 1994 — 1998
BA, Communication
Wells Fargo April 2013 - Present
Wells Fargo April 2010 - April 2013
Wachovia Bank May 2007 - April 2010
Wells Fargo Bank May 2006 - May 2007
Wells Fargo Bank November 2005 - May 2006
Wells Fargo Bank August 2003 - November 2005
Wells Fargo Bank August 2002 - August 2003
Good Day Sacramento February 2000 - August 2002
News10 November 1999 - November 2000
ABC-News Channel 7 August 1998 - November 1999
Skills
Retail, Small Business, Marketing, Marketing Communications, Sales, Direct Marketing, Marketing Strategy, Team Building, Banking, Customer Service, Strategy, Credit, Sales Management, Management, Coaching, Financial Analysis, Loans, Leadership, Strategic Planning
Education
Santa Clara University 1994 — 1998
BA, Communication
Hamza Farooquee's Wells Fargo Experience June 2012 - November 2013
Job Sales Associate at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. August 2015 - Present
The Natural Hapa May 2014 - January 2015
Wells Fargo June 2012 - November 2013
JPMorgan Chase January 2009 - September 2011
California Yarn Inc. November 2007 - December 2009
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Teamwork, PowerPoint, English, Aviation, Research, Team Leadership, Matlab, Photoshop, Airline Ticketing, Private Pilot, Sales, Retail Banking, Retail Financing, Investment Banking, International Relations, International Travel, International..., International Business, International Trade, International Marketing, Risk Management, Finance, Accounting, Time Management, Loans, Customer Satisfaction, Payroll, Budgets, Investments
Education
University of Colorado Boulder 2012 — 2015
Bachelor of Arts (B.A), International Affairs/Economics, International Relations and Affairs/Economics
Santa Monica College 2009 — 2011
Business Economics and Finance
Palos Verdes Peninsula High School 2006 — 2009
High School Diploma
Raymond James Financial, Inc. August 2015 - Present
The Natural Hapa May 2014 - January 2015
Wells Fargo June 2012 - November 2013
JPMorgan Chase January 2009 - September 2011
California Yarn Inc. November 2007 - December 2009
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Teamwork, PowerPoint, English, Aviation, Research, Team Leadership, Matlab, Photoshop, Airline Ticketing, Private Pilot, Sales, Retail Banking, Retail Financing, Investment Banking, International Relations, International Travel, International..., International Business, International Trade, International Marketing, Risk Management, Finance, Accounting, Time Management, Loans, Customer Satisfaction, Payroll, Budgets, Investments
Education
University of Colorado Boulder 2012 — 2015
Bachelor of Arts (B.A), International Affairs/Economics, International Relations and Affairs/Economics
Santa Monica College 2009 — 2011
Business Economics and Finance
Palos Verdes Peninsula High School 2006 — 2009
High School Diploma
Vytas Degesys Vytas Degesys's Wells Fargo Experience July 2013 - February 2014
Job Frontend Developer at Acupera
Industry Computer Software
Experience
Acupera February 2014 - Present
Listen Up August 2012 - Present
Wells Fargo July 2013 - February 2014
Santa Clara University November 2007 - June 2010
Terres a Vin September 2009 - December 2009
CONCERT Global Group Ltd. February 2008 - June 2008
Edward Jones Investments March 2007 - June 2007
Skills
iOS development, Xcode, Objective-C, Photography, iPhone Application..., Web Development, Web Design, Machine Learning, JavaScript, CSS, Java, C++, PowerPoint, Programming, Public Speaking, Agile Methodologies, HTML 5, Microsoft Excel
Education
Santa Clara University 2011 — 2012
Master's degree, Computer Engineering
Santa Clara University 2007 — 2011
Leavey School, BusinessEconomics; Math
Acupera February 2014 - Present
Listen Up August 2012 - Present
Wells Fargo July 2013 - February 2014
Santa Clara University November 2007 - June 2010
Terres a Vin September 2009 - December 2009
CONCERT Global Group Ltd. February 2008 - June 2008
Edward Jones Investments March 2007 - June 2007
Skills
iOS development, Xcode, Objective-C, Photography, iPhone Application..., Web Development, Web Design, Machine Learning, JavaScript, CSS, Java, C++, PowerPoint, Programming, Public Speaking, Agile Methodologies, HTML 5, Microsoft Excel
Education
Santa Clara University 2011 — 2012
Master's degree, Computer Engineering
Santa Clara University 2007 — 2011
Leavey School, BusinessEconomics; Math
Stephen Lee, CFA's Wells Fargo Experience 2006 - 2007
Job
Industry Investment Management
Experience
Kaiser Permanente 2012 - Present
Fremont Group 2007 - 2008
Wells Fargo 2006 - 2007
Santa Clara University 2003 - 2006
Mellon Capital Management 2000 - 2003
State Street of California 1999 - 2000
Skills
Asset Managment, Portfolio Management, Financial Modeling, Fixed Income, Derivatives, Project Management, Equities, Investments, Hedge Funds, Competitive Analysis, Valuation, Alternative Investments, Business Analysis, Financial Analysis, Equity Research, Private Equity, Emerging Markets, Quantitative Analytics, Asset Management, Corporate Finance, Finance
Education
Santa Clara University 2003 — 2006
MBA
University of California, Berkeley 1993 — 1998
BA
Kaiser Permanente 2012 - Present
Fremont Group 2007 - 2008
Wells Fargo 2006 - 2007
Santa Clara University 2003 - 2006
Mellon Capital Management 2000 - 2003
State Street of California 1999 - 2000
Skills
Asset Managment, Portfolio Management, Financial Modeling, Fixed Income, Derivatives, Project Management, Equities, Investments, Hedge Funds, Competitive Analysis, Valuation, Alternative Investments, Business Analysis, Financial Analysis, Equity Research, Private Equity, Emerging Markets, Quantitative Analytics, Asset Management, Corporate Finance, Finance
Education
Santa Clara University 2003 — 2006
MBA
University of California, Berkeley 1993 — 1998
BA
John Ogawa's Wells Fargo Experience July 2014 - Present
Job Accountant (Contract) at Wells Fargo
Industry Venture Capital & Private Equity
Experience
Wells Fargo July 2014 - Present
SVB Financial Group May 2011 - May 2014
Silicon Valley Bank July 2008 - May 2011
SVB Financial Group March 2003 - July 2008
Silicon Valley Bank September 1999 - March 2003
California Bank & Trust June 1994 - August 1999
Japan Exchange and Teaching Programme August 1991 - August 1993
Skills
Financial Analysis, Financial Reporting, Corporate Finance, Due Diligence, Accounting, Valuation, Private Equity, Finance, Venture Capital, Auditing, Financial Accounting, Financial Modeling, Loans, Investments, Portfolio Management
Education
Santa Clara University 2000 — 2004
MBA, Finance
University of California, Davis 1987 — 1991
BA, Economics
Wells Fargo July 2014 - Present
SVB Financial Group May 2011 - May 2014
Silicon Valley Bank July 2008 - May 2011
SVB Financial Group March 2003 - July 2008
Silicon Valley Bank September 1999 - March 2003
California Bank & Trust June 1994 - August 1999
Japan Exchange and Teaching Programme August 1991 - August 1993
Skills
Financial Analysis, Financial Reporting, Corporate Finance, Due Diligence, Accounting, Valuation, Private Equity, Finance, Venture Capital, Auditing, Financial Accounting, Financial Modeling, Loans, Investments, Portfolio Management
Education
Santa Clara University 2000 — 2004
MBA, Finance
University of California, Davis 1987 — 1991
BA, Economics
Linda Sam, CAMS's Wells Fargo Experience May 2013 - Present
Job Senior Audit Leader at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2013 - Present
Bank of America July 2012 - May 2013
Aurora Bank FSB July 2010 - July 2012
Hudson Financial Solutions March 2010 - July 2010
Jefferson Wells August 2006 - July 2010
Hudson Global Resources June 2004 - August 2006
Cherry, Bekaert & Holland, PLLC August 2003 - January 2004
Skills
Internal Audit, Auditing, Internal Controls, Banking, Financial Risk, Project Management, Risk Management, Process Improvement, AML, Credit, Enterprise Risk..., Operational Risk..., COSO, Bank Secrecy Act..., Bank Compliance Audits, Internal Audit and..., Risk Assessment, Analysis, Sarbanes Oxley (SOX)..., Loan Review, Managerial Skills, Automated Workpapers, SOX, Management Consulting, Financial Reporting, Financial Analysis, Business Process..., Team Building, Cash Management, Compliance Audits, Financial Institutions, Policy, Due Diligence, Testing, Problem Solving, PowerPoint, Compliance, Audit, Risk, Fraud Investigations, Risk Mitigation, Compliance Management, Accounts Payable, Accounts Receivable, General Ledger, Money Service Business..., Sarbanes-Oxley Act, Management
Education
The College of Santa Fe 1994 — 1996
Master of Business Administration (MBA) (incomplete), Finance
The College of Santa Fe 1992 — 1994
BA, Accounting
American Institute of Banking
Diploma, Commercial Lending
American Institute of Banking
Diploma, Consumer Lending
American Institute of Banking
Diploma, General Banking
Fayetteville Community College 1984 — 1987
AAS, Banking & Finance
Wells Fargo May 2013 - Present
Bank of America July 2012 - May 2013
Aurora Bank FSB July 2010 - July 2012
Hudson Financial Solutions March 2010 - July 2010
Jefferson Wells August 2006 - July 2010
Hudson Global Resources June 2004 - August 2006
Cherry, Bekaert & Holland, PLLC August 2003 - January 2004
Skills
Internal Audit, Auditing, Internal Controls, Banking, Financial Risk, Project Management, Risk Management, Process Improvement, AML, Credit, Enterprise Risk..., Operational Risk..., COSO, Bank Secrecy Act..., Bank Compliance Audits, Internal Audit and..., Risk Assessment, Analysis, Sarbanes Oxley (SOX)..., Loan Review, Managerial Skills, Automated Workpapers, SOX, Management Consulting, Financial Reporting, Financial Analysis, Business Process..., Team Building, Cash Management, Compliance Audits, Financial Institutions, Policy, Due Diligence, Testing, Problem Solving, PowerPoint, Compliance, Audit, Risk, Fraud Investigations, Risk Mitigation, Compliance Management, Accounts Payable, Accounts Receivable, General Ledger, Money Service Business..., Sarbanes-Oxley Act, Management
Education
The College of Santa Fe 1994 — 1996
Master of Business Administration (MBA) (incomplete), Finance
The College of Santa Fe 1992 — 1994
BA, Accounting
American Institute of Banking
Diploma, Commercial Lending
American Institute of Banking
Diploma, Consumer Lending
American Institute of Banking
Diploma, General Banking
Fayetteville Community College 1984 — 1987
AAS, Banking & Finance
Steve Maggs MBA, PMP's Wells Fargo Experience July 2013 - Present
Job Senior IT Project Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo July 2013 - Present
Skills
Project Management, Vendor Management, Telecommunications, Networking, Requirements Analysis, VoIP, Project Planning, Telephony, PMO, IT Management, PMP, Sales Operations, Integration, Leadership, MS Project, CRM, Program Management, Management, Business Process, Data Center
Education
Santa Fe University of Art and Design
Masters
Santa Fe University of Art and Design
Bachelor of Arts
Villanova UniversityPennsylvania
Masters Certificate
Wells Fargo July 2013 - Present
Skills
Project Management, Vendor Management, Telecommunications, Networking, Requirements Analysis, VoIP, Project Planning, Telephony, PMO, IT Management, PMP, Sales Operations, Integration, Leadership, MS Project, CRM, Program Management, Management, Business Process, Data Center
Education
Santa Fe University of Art and Design
Masters
Santa Fe University of Art and Design
Bachelor of Arts
Villanova UniversityPennsylvania
Masters Certificate
Chad Ironside's Wells Fargo Experience 2009 - 2011
Job Vice President, Mobile Product Management
Industry Financial Services
Experience
Wells Fargo Bank 2012 - Present
Comrade 2012 - 2012
Blue Shield of California 2011 - 2012
Wells Fargo 2009 - 2011
Wells Fargo 2007 - 2009
Skills
Product Management, Product Strategy, Online Payments, Banking, SDLC, Vendor Management, Metrics, Business Case, Agile, Mobile, Mobile Applications, Strategic Planning, Financial Services, Mobile Devices, Agile Methodologies, Payments, Mobile Payments, Strategy
Education
Santa Clara University 2005 — 2007
Master of Business Administration (M.B.A.)
University of Oregon 1993 — 1995
BS
Wells Fargo Bank 2012 - Present
Comrade 2012 - 2012
Blue Shield of California 2011 - 2012
Wells Fargo 2009 - 2011
Wells Fargo 2007 - 2009
Skills
Product Management, Product Strategy, Online Payments, Banking, SDLC, Vendor Management, Metrics, Business Case, Agile, Mobile, Mobile Applications, Strategic Planning, Financial Services, Mobile Devices, Agile Methodologies, Payments, Mobile Payments, Strategy
Education
Santa Clara University 2005 — 2007
Master of Business Administration (M.B.A.)
University of Oregon 1993 — 1995
BS
Sally Beye, CTP's Wells Fargo Experience April 2008 - July 2012
Job Relationship Manager, VP
Industry Banking
Experience
Silicon Valley Chinese Technology and Business Association 2015 - Present
East West Bank October 2014 - Present
Wells Fargo Bank August 2012 - October 2014
Wells Fargo April 2008 - July 2012
Mid-Peninsula Bank October 2006 - March 2008
Sun Microsystems 2002 - 2003
IBM 1998 - 2000
Skills
Portfolio Management, Banking, Financial Risk, Financial Analysis, Credit, Financial Modeling, Management, Commercial Banking, Credit Analysis, Loans, Finance, Risk Management, Commercial Lending, Cash Management, Treasury Management, Underwriting, Credit Risk, Relationship Management, Due Diligence, Financial Services
Education
Santa Clara University 2001 — 2003
MBA, Finance
Santa Clara University - Leavey School of Business 2001 — 2003
MBA, Finance
California Polytechnic State University-San Luis Obispo 1994 — 1999
Bachelor of Science, Mechanical Engineering
Silicon Valley Chinese Technology and Business Association 2015 - Present
East West Bank October 2014 - Present
Wells Fargo Bank August 2012 - October 2014
Wells Fargo April 2008 - July 2012
Mid-Peninsula Bank October 2006 - March 2008
Sun Microsystems 2002 - 2003
IBM 1998 - 2000
Skills
Portfolio Management, Banking, Financial Risk, Financial Analysis, Credit, Financial Modeling, Management, Commercial Banking, Credit Analysis, Loans, Finance, Risk Management, Commercial Lending, Cash Management, Treasury Management, Underwriting, Credit Risk, Relationship Management, Due Diligence, Financial Services
Education
Santa Clara University 2001 — 2003
MBA, Finance
Santa Clara University - Leavey School of Business 2001 — 2003
MBA, Finance
California Polytechnic State University-San Luis Obispo 1994 — 1999
Bachelor of Science, Mechanical Engineering
Christine Tso's Wells Fargo Experience May 2015 - Present
Job VP, CMS Cash Management at Wells Fargo
Industry Real Estate
Experience
Wells Fargo May 2015 - Present
Wells Fargo January 2014 - May 2015
Wells Fargo Bank September 2010 - January 2014
Wells Fargo Bank 2006 - September 2010
Gap Inc. March 2004 - February 2005
CMS Wells Fargo Bank September 2002 - May 2004
Superscape March 1996 - November 2001
Skills
Valuation, Strategic Partnerships, Portfolio Management, Sales, Management, Leadership, Financial Modeling, Financial Analysis, Finance, Credit Analysis, Credit, Business Development, Banking, Asset Management
Education
Santa Clara University 2001 — 2003
MBA, Finance and Marketing
University of California, Berkeley
BS, Architecture and City/Regional Planning
Wells Fargo May 2015 - Present
Wells Fargo January 2014 - May 2015
Wells Fargo Bank September 2010 - January 2014
Wells Fargo Bank 2006 - September 2010
Gap Inc. March 2004 - February 2005
CMS Wells Fargo Bank September 2002 - May 2004
Superscape March 1996 - November 2001
Skills
Valuation, Strategic Partnerships, Portfolio Management, Sales, Management, Leadership, Financial Modeling, Financial Analysis, Finance, Credit Analysis, Credit, Business Development, Banking, Asset Management
Education
Santa Clara University 2001 — 2003
MBA, Finance and Marketing
University of California, Berkeley
BS, Architecture and City/Regional Planning
Eric Hickok's Wells Fargo Experience December 2013 - Present
Job Home Mortgage Consultant NMLSR# 1156575 at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2013 - Present
Akonni Biosystems May 2013 - December 2013
Hickok and Company September 2009 - December 2012
California State Asembly June 2010 - November 2010
Merrill Lynch November 2006 - June 2008
Fernandez and Associates December 2005 - June 2006
Hickok & Oya Wine Distributors January 2004 - January 2006
Fisher Thurber LLP February 2001 - October 2001
UCSD Medical Center June 1999 - January 2001
Skills
Securities, Wealth Management, Corporate Law, Retirement Planning, Investments
Education
Santa Clara University School of Law 2002 — 2006
Doctor of Law (JD), Law
University of California, San Diego 1997 — 2002
B.S., Molecular Biology, Computer Science
Wells Fargo December 2013 - Present
Akonni Biosystems May 2013 - December 2013
Hickok and Company September 2009 - December 2012
California State Asembly June 2010 - November 2010
Merrill Lynch November 2006 - June 2008
Fernandez and Associates December 2005 - June 2006
Hickok & Oya Wine Distributors January 2004 - January 2006
Fisher Thurber LLP February 2001 - October 2001
UCSD Medical Center June 1999 - January 2001
Skills
Securities, Wealth Management, Corporate Law, Retirement Planning, Investments
Education
Santa Clara University School of Law 2002 — 2006
Doctor of Law (JD), Law
University of California, San Diego 1997 — 2002
B.S., Molecular Biology, Computer Science
Henry Schaper's Wells Fargo Experience August 1999 - Present
Job at
Industry Marketing and Advertising
Experience
Wells Fargo August 1999 - Present
Wells Fargo Bank August 1999 - June 2008
Education
Santa Clara University 1982 — 1986
Wells Fargo August 1999 - Present
Wells Fargo Bank August 1999 - June 2008
Education
Santa Clara University 1982 — 1986
Justin Rocha's Wells Fargo Experience March 2005 - August 2007
Job Principal Financial Analyst at Corsair
Industry Computer Hardware
Experience
Corsair October 2009 - Present
Globalstar 2008 - 2009
Wells Fargo March 2005 - August 2007
Cisco Systems 2007 - 2007
Bank of America 2003 - 2005
Hostcentric October 1999 - December 2002
Quovera 1999 - 2001
Skills
Variance Analysis, P&L, Data Mining, Forecasting, Financial Analysis, Business Strategy, Financial Modeling, Budgeting, Excel, Accounting, Financial Reporting, Essbase, Budgets, Finance, Management, Strategy, Microsoft Excel, Analysis, Program Management, Business Planning, CRM, Data Analysis, Project Management, Competitive Analysis, Sarbanes-Oxley Act, Cross-functional Team..., Internal Audit
Education
Santa Clara University - Leavey School of Business 2007 — 2009
MBA, Finance
University of California, Santa Barbara 1992 — 1996
BA, Business Economics
Corsair October 2009 - Present
Globalstar 2008 - 2009
Wells Fargo March 2005 - August 2007
Cisco Systems 2007 - 2007
Bank of America 2003 - 2005
Hostcentric October 1999 - December 2002
Quovera 1999 - 2001
Skills
Variance Analysis, P&L, Data Mining, Forecasting, Financial Analysis, Business Strategy, Financial Modeling, Budgeting, Excel, Accounting, Financial Reporting, Essbase, Budgets, Finance, Management, Strategy, Microsoft Excel, Analysis, Program Management, Business Planning, CRM, Data Analysis, Project Management, Competitive Analysis, Sarbanes-Oxley Act, Cross-functional Team..., Internal Audit
Education
Santa Clara University - Leavey School of Business 2007 — 2009
MBA, Finance
University of California, Santa Barbara 1992 — 1996
BA, Business Economics
Marjorie Bareng's Wells Fargo Experience January 2014 - Present
Job Customer Experience Data Analyst / Consultant
Industry Information Technology and Services
Experience
Wells Fargo January 2014 - Present
McKesson November 2007 - December 2013
Oracle Corp June 2006 - November 2007
FCE Benefit Administrators, Inc 2004 - 2006
Skills
Data Analysis, SQL, Access, ETL, Data Warehousing, Project Management, Databases, Data Modeling, Process Improvement, Business Intelligence, Microsoft SQL Server, Microsoft Excel, Crystal Reports, Oracle, Visio, VBA, Program Management, Database Administration, MS Reporting Services, Visual Studio, Oracle SQL, Oracle 9i, Systems Analysis, Business Analysis, Requirements Gathering, SDLC, Requirements Analysis, SharePoint, SSRS, Software Documentation, Business Process, Analysis, Software Project..., Analytics, Software Development
Education
Santa Clara University 1999 — 2003
Bachelor of Arts (BA), Operations Management & Information Systems
Sacred Heart-Cathedral Prep 1996 — 1999
Wells Fargo January 2014 - Present
McKesson November 2007 - December 2013
Oracle Corp June 2006 - November 2007
FCE Benefit Administrators, Inc 2004 - 2006
Skills
Data Analysis, SQL, Access, ETL, Data Warehousing, Project Management, Databases, Data Modeling, Process Improvement, Business Intelligence, Microsoft SQL Server, Microsoft Excel, Crystal Reports, Oracle, Visio, VBA, Program Management, Database Administration, MS Reporting Services, Visual Studio, Oracle SQL, Oracle 9i, Systems Analysis, Business Analysis, Requirements Gathering, SDLC, Requirements Analysis, SharePoint, SSRS, Software Documentation, Business Process, Analysis, Software Project..., Analytics, Software Development
Education
Santa Clara University 1999 — 2003
Bachelor of Arts (BA), Operations Management & Information Systems
Sacred Heart-Cathedral Prep 1996 — 1999
Lori Saito's Wells Fargo Experience 1983 - Present
Job Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank 1994 - Present
Wells Fargo 1983 - Present
Skills
Loans, Affordable Housing, Real Estate, Non-profits, Real Estate Development, Investments, Commercial Real Estate, Credit, Asset Managment, Real Estate Economics, Banking, Financial Analysis, Asset Management, Nonprofits, HUD, Due Diligence, Management, Analysis, Underwriting, Commercial Lending, Mortgage Lending, Loan Origination, Credit Analysis, Real Estate Financing
Education
Santa Clara University 1990 — 1994
MBA, Business
University of California, Santa Barbara 1980 — 1984
BA Economics, Economics
Wells Fargo Bank 1994 - Present
Wells Fargo 1983 - Present
Skills
Loans, Affordable Housing, Real Estate, Non-profits, Real Estate Development, Investments, Commercial Real Estate, Credit, Asset Managment, Real Estate Economics, Banking, Financial Analysis, Asset Management, Nonprofits, HUD, Due Diligence, Management, Analysis, Underwriting, Commercial Lending, Mortgage Lending, Loan Origination, Credit Analysis, Real Estate Financing
Education
Santa Clara University 1990 — 1994
MBA, Business
University of California, Santa Barbara 1980 — 1984
BA Economics, Economics
Koyfou Saechao's Wells Fargo Experience July 2008 - Present
Job Senior Credit Underwriter Assistant Vice President
Industry Banking
Experience
Wells Fargo July 2008 - Present
US Bank June 2006 - July 2008
Skills
Commercial Real Estate, Credit Analysis, Commercial Banking, Commercial Lending, Loans, Credit, Finance, Business Development, Small Business Lending, Wealth Management, Financial Modeling, Asset Management, Investments, Underwriting, Banking, Financial Analysis, Strategic Planning, Portfolio Management, Series 7
Education
Willamette University - Atkinson Graduate School of Management 2004 — 2006
Master of Business Administration, Portfolio Management and Private Equity
Santa Clara University 1998 — 2002
BSC, Finance & Economics
High School 1994 — 1998
Wells Fargo July 2008 - Present
US Bank June 2006 - July 2008
Skills
Commercial Real Estate, Credit Analysis, Commercial Banking, Commercial Lending, Loans, Credit, Finance, Business Development, Small Business Lending, Wealth Management, Financial Modeling, Asset Management, Investments, Underwriting, Banking, Financial Analysis, Strategic Planning, Portfolio Management, Series 7
Education
Willamette University - Atkinson Graduate School of Management 2004 — 2006
Master of Business Administration, Portfolio Management and Private Equity
Santa Clara University 1998 — 2002
BSC, Finance & Economics
High School 1994 — 1998
Kara Hackenburg's Wells Fargo Experience March 2000 - October 2002
Job Sr. Investment Operations Manager at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group June 2010 - Present
Silicon Valley Bank October 2002 - June 2010
Wells Fargo March 2000 - October 2002
NASD June 1999 - March 2000
Smith Barney December 1997 - June 1999
E*TRADE Financial August 1995 - December 1997
Skills
Banking, Capital Markets, Investments, Securities, Financial Services, FINRA, Portfolio Management, Risk Management
Education
Santa Clara University 1992 — 1995
BS
SVB Financial Group June 2010 - Present
Silicon Valley Bank October 2002 - June 2010
Wells Fargo March 2000 - October 2002
NASD June 1999 - March 2000
Smith Barney December 1997 - June 1999
E*TRADE Financial August 1995 - December 1997
Skills
Banking, Capital Markets, Investments, Securities, Financial Services, FINRA, Portfolio Management, Risk Management
Education
Santa Clara University 1992 — 1995
BS
Simon Fung's Wells Fargo Experience January 2012 - Present
Job Analytics Consultant at Wells Fargo
Industry Accounting
Experience
Wells Fargo January 2012 - Present
Wells Fargo Home Mortgage / Builder September 2007 - September 2008
Charter Funding December 2006 - September 2007
Countrywide January 2006 - December 2006
Wells Fargo Home Mortgage July 2003 - December 2005
Skills
Real Estate, Accounting, Mortgage Lending, Cash, Loans, Credit, Mortgage Banking, Refinance, Loan Origination, FHA, Banking, Account Management, Payroll, USDA, Residential Mortgages
Education
Santa Clara University - Leavey School of Business 2010 — 2011
CAAP, Accounting
University of California, Davis 2001 — 2003
Bachelors of Science, Managerial Economics
Wells Fargo January 2012 - Present
Wells Fargo Home Mortgage / Builder September 2007 - September 2008
Charter Funding December 2006 - September 2007
Countrywide January 2006 - December 2006
Wells Fargo Home Mortgage July 2003 - December 2005
Skills
Real Estate, Accounting, Mortgage Lending, Cash, Loans, Credit, Mortgage Banking, Refinance, Loan Origination, FHA, Banking, Account Management, Payroll, USDA, Residential Mortgages
Education
Santa Clara University - Leavey School of Business 2010 — 2011
CAAP, Accounting
University of California, Davis 2001 — 2003
Bachelors of Science, Managerial Economics
Thomas Fiore's Wells Fargo Experience 2006 - 2010
Job Manager Project Governance, Gas Transmission at Pacific Gas and Electric Company
Industry Utilities
Experience
Pacific Gas and Electric Company November 2014 - Present
Pacific Gas and Electric Company September 2012 - November 2014
Pacific Gas and Electric Company October 2010 - September 2012
Wells Fargo 2006 - 2010
Accredited Home Lenders 2003 - 2005
Skills
Financial Analysis, Forecasting, Finance, Financial Reporting, Accounting, Financial Accounting, Analysis, Portfolio Management, P&L, Data Analysis, Business Analysis, US GAAP, Energy Efficiency, Renewable Energy, Regulatory Affairs, Investor Relations, Regulatory Reporting, Risk Management, Program Management, Project Management
Education
Santa Clara University - Leavey School of Business 2008 — 2012
MBA, Finance
University of California, San Diego 1999 — 2003
BA, Economics
Pacific Gas and Electric Company November 2014 - Present
Pacific Gas and Electric Company September 2012 - November 2014
Pacific Gas and Electric Company October 2010 - September 2012
Wells Fargo 2006 - 2010
Accredited Home Lenders 2003 - 2005
Skills
Financial Analysis, Forecasting, Finance, Financial Reporting, Accounting, Financial Accounting, Analysis, Portfolio Management, P&L, Data Analysis, Business Analysis, US GAAP, Energy Efficiency, Renewable Energy, Regulatory Affairs, Investor Relations, Regulatory Reporting, Risk Management, Program Management, Project Management
Education
Santa Clara University - Leavey School of Business 2008 — 2012
MBA, Finance
University of California, San Diego 1999 — 2003
BA, Economics
Gina Kekiwi's Wells Fargo Experience 2009 - February 2015
Job Senior Grant Administration Coordinator at California State University, East Bay
Industry Financial Services
Experience
California State University, East Bay May 2015 - Present
California State University, East Bay February 2015 - May 2015
Wells Fargo 2009 - February 2015
Bank of America 2006 - 2008
Skills
Banking, Financial Analysis, Risk Management, Treasury Management, Sales, Corporate Finance, Loans, Credit Analysis, Retail Banking, Credit, Mortgage Lending, Cash Management, Small Business Lending, Commercial Banking, Consumer Lending
Education
Santa Clara University
California State University, East Bay May 2015 - Present
California State University, East Bay February 2015 - May 2015
Wells Fargo 2009 - February 2015
Bank of America 2006 - 2008
Skills
Banking, Financial Analysis, Risk Management, Treasury Management, Sales, Corporate Finance, Loans, Credit Analysis, Retail Banking, Credit, Mortgage Lending, Cash Management, Small Business Lending, Commercial Banking, Consumer Lending
Education
Santa Clara University
David Stolpe's Wells Fargo Experience December 2013 - Present
Job Senior Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2013 - Present
Wells Fargo Bank July 2010 - December 2013
Wells Fargo Bank 2010 - 2011
Wells Fargo Bank 2010 - 2011
Skills
Credit Analysis, Portfolio Management, Loans, Financial Analysis, Commercial Lending, Commercial Banking, Banking, Small Business Lending, Underwriting, Credit, Fixed Income, Asset Based Lending
Education
Santa Clara University - Leavey School of Business 1992 — 1994
MBA, Finance, General
University of California, Davis 1983 — 1987
Agricultural Science and Management
Wells Fargo December 2013 - Present
Wells Fargo Bank July 2010 - December 2013
Wells Fargo Bank 2010 - 2011
Wells Fargo Bank 2010 - 2011
Skills
Credit Analysis, Portfolio Management, Loans, Financial Analysis, Commercial Lending, Commercial Banking, Banking, Small Business Lending, Underwriting, Credit, Fixed Income, Asset Based Lending
Education
Santa Clara University - Leavey School of Business 1992 — 1994
MBA, Finance, General
University of California, Davis 1983 — 1987
Agricultural Science and Management
David Van Etten's Wells Fargo Experience August 2012 - Present
Job Attorney
Industry Law Practice
Experience
Wells Fargo August 2012 - Present
Cooley LLP September 2008 - April 2012
U.S. Court of Appeals for the Ninth Circuit June 2006 - August 2006
BlueFrog Screen Printing & Embroidery January 2004 - August 2005
Wells Fargo January 2002 - January 2004
University of Wisconsin-Madison September 1998 - January 2001
Skills
Litigation, Legal Research, Nonprofits, Intellectual Property, Corporate Law, Policy, Finance, Legal Writing, IPO, Start-ups, Mergers & Acquisitions, Licensing, Management, Civil Litigation, Commercial Litigation, Corporate Governance, Research
Education
University of California, Berkeley - School of Law 2005 — 2008
JD, Law
University of Wisconsin-Madison 1997 — 2000
M.A., English
Santa Clara University 1992 — 1996
B.A., English, Summa cum laude
Wells Fargo August 2012 - Present
Cooley LLP September 2008 - April 2012
U.S. Court of Appeals for the Ninth Circuit June 2006 - August 2006
BlueFrog Screen Printing & Embroidery January 2004 - August 2005
Wells Fargo January 2002 - January 2004
University of Wisconsin-Madison September 1998 - January 2001
Skills
Litigation, Legal Research, Nonprofits, Intellectual Property, Corporate Law, Policy, Finance, Legal Writing, IPO, Start-ups, Mergers & Acquisitions, Licensing, Management, Civil Litigation, Commercial Litigation, Corporate Governance, Research
Education
University of California, Berkeley - School of Law 2005 — 2008
JD, Law
University of Wisconsin-Madison 1997 — 2000
M.A., English
Santa Clara University 1992 — 1996
B.A., English, Summa cum laude
Peggy Bradshaw's Wells Fargo Experience 1979 - 1982
Job Chief Banking Officer, Bridge Bank
Industry Banking
Experience
Bridge Bank 2009 - Present
Bridge Bank 2009 - Present
Comerica January 1982 - March 2009
Comerica Bank 1994 - 2008
Family and Children Services 1996 - 2006
Wells Fargo 1979 - 1982
Skills
Commercial Banking, Commercial Lending, Financial Analysis, Loans, Finance, Small Business Lending, Financial Structuring, Banking, Retail Banking, Portfolio Management, Credit Risk, Credit, Credit Analysis, Asset Based Lending, Leadership, Corporate Finance, Underwriting, Lines Of Credit, Mortgage Lending, Risk Management
Education
Santa Clara University 1968 — 1972
B.S.
Our Lady Of Mercy
Bridge Bank 2009 - Present
Bridge Bank 2009 - Present
Comerica January 1982 - March 2009
Comerica Bank 1994 - 2008
Family and Children Services 1996 - 2006
Wells Fargo 1979 - 1982
Skills
Commercial Banking, Commercial Lending, Financial Analysis, Loans, Finance, Small Business Lending, Financial Structuring, Banking, Retail Banking, Portfolio Management, Credit Risk, Credit, Credit Analysis, Asset Based Lending, Leadership, Corporate Finance, Underwriting, Lines Of Credit, Mortgage Lending, Risk Management
Education
Santa Clara University 1968 — 1972
B.S.
Our Lady Of Mercy
David McGlamery's Wells Fargo Experience February 2012 - Present
Job Operational Risk Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2012 - Present
Wells Fargo Bank 2012 - Present
Wells Fargo August 1982 - Present
Skills
Banking, Treasury Management, Credit, Loans, Process Improvement, Commercial Lending, Commercial Banking, Risk Management
Education
Santa Fe Community College 1977 — 1979
Wells Fargo February 2012 - Present
Wells Fargo Bank 2012 - Present
Wells Fargo August 1982 - Present
Skills
Banking, Treasury Management, Credit, Loans, Process Improvement, Commercial Lending, Commercial Banking, Risk Management
Education
Santa Fe Community College 1977 — 1979
Soraya LeBrun's Wells Fargo Experience 2002 - 2004
Job Project Management and Operations Professional
Industry Automotive
Experience
Tesla Motors November 2013 - Present
Tesla Motors November 2013 - November 2014
Fidelity Investments February 2012 - November 2013
BlackRock, iShares March 2011 - February 2012
Morgan Stanley Smith Barney January 2009 - March 2011
Morgan Stanley Smith Barney 2004 - 2008
Wells Fargo 2002 - 2004
Skills
Series 63, Series 7, Investments, Retirement Planning, CRM, Due Diligence, Customer Service, Series 65, Financial Services, Retirement, Securities, Management, Strategic Financial..., Sales, Leadership, Project Management, Finance, Marketing, Banking, Microsoft Excel, Process Improvement
Education
Santa Clara University - Leavey School of Business 2000 — 2002
Bachelor of Commerce, Marketing
De Anza College 1998 — 2000
Liberal Arts,Cum Laude
Tesla Motors November 2013 - Present
Tesla Motors November 2013 - November 2014
Fidelity Investments February 2012 - November 2013
BlackRock, iShares March 2011 - February 2012
Morgan Stanley Smith Barney January 2009 - March 2011
Morgan Stanley Smith Barney 2004 - 2008
Wells Fargo 2002 - 2004
Skills
Series 63, Series 7, Investments, Retirement Planning, CRM, Due Diligence, Customer Service, Series 65, Financial Services, Retirement, Securities, Management, Strategic Financial..., Sales, Leadership, Project Management, Finance, Marketing, Banking, Microsoft Excel, Process Improvement
Education
Santa Clara University - Leavey School of Business 2000 — 2002
Bachelor of Commerce, Marketing
De Anza College 1998 — 2000
Liberal Arts,Cum Laude
Nick Pagonis's Wells Fargo Experience May 2014 - Present
Job Vice President Senior Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2014 - Present
Union Bank November 2006 - May 2014
Comerica Bank 2003 - 2006
Skills
Commercial Banking, Banking, Credit, Financial Analysis, Wealth Management, Retail Banking, Consumer Lending, Portfolio Management, Loans, Small Business Lending, Investments, Relationship Management, Retirement Planning, Mutual Funds, Series 7
Education
Santa Clara University - Leavey School of Business 2001 — 2004
MBA, Finance and Marketing
Sonoma State University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo May 2014 - Present
Union Bank November 2006 - May 2014
Comerica Bank 2003 - 2006
Skills
Commercial Banking, Banking, Credit, Financial Analysis, Wealth Management, Retail Banking, Consumer Lending, Portfolio Management, Loans, Small Business Lending, Investments, Relationship Management, Retirement Planning, Mutual Funds, Series 7
Education
Santa Clara University - Leavey School of Business 2001 — 2004
MBA, Finance and Marketing
Sonoma State University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Michael O'Flynn's Wells Fargo Experience February 2010 - Present
Job BSA/AML Analyst at Wells Fargo
Industry Accounting
Experience
Wells Fargo February 2010 - Present
Washington Mutual Card Services January 2001 - March 2009
Providian Financial 2001 - 2009
JP Morgan Chase(formerly Washington Mutual and Providian) 2001 - 2009
California Pizza Kitchen 1997 - 1999
Skills
Fraud, Compliance, Fraud Investigations, Risk Management, Credit, Financial Risk, Banking
Education
Santa Clara University - Leavey School of Business 1992 — 1995
MBA, Accounting
University of California, Santa Barbara 1985 — 1990
BA, Business Economics
Wells Fargo February 2010 - Present
Washington Mutual Card Services January 2001 - March 2009
Providian Financial 2001 - 2009
JP Morgan Chase(formerly Washington Mutual and Providian) 2001 - 2009
California Pizza Kitchen 1997 - 1999
Skills
Fraud, Compliance, Fraud Investigations, Risk Management, Credit, Financial Risk, Banking
Education
Santa Clara University - Leavey School of Business 1992 — 1995
MBA, Accounting
University of California, Santa Barbara 1985 — 1990
BA, Business Economics
Rene Breton's Wells Fargo Experience April 2009 - December 2009
Job Server at The El Felix
Industry Consumer Services
Experience
The El Felix February 2015 - Present
The El Felix 2015 - 2015
The El Felix 2015 - 2015
Tin Roof Kitchen February 2014 - December 2014
CRC Insurance Services, Inc. September 2013 - May 2014
Stericycle February 2013 - September 2013
Wachovia, A Wells Fargo Company March 2010 - October 2012
Wells Fargo April 2009 - December 2009
Safeguard Self Storage2008 June 2008 - August 2008
Hydraulic Supply Company February 2007 - June 2008
Skills
Networking, Customer Service, Inventory Management, Microsoft Office, Sales, Retail, Windows, Call Center, Process Scheduler, Spanish, Purchasing, Shipping, XP, Logistics, Call Centers, Leadership, Customer Satisfaction, Training, Management, Windows XP, Team Leadership, Team Building, Microsoft Excel
Education
Santa Fe Community College 1994 — 1997
AA, Computer Science
Santa Fe Community College 1994 — 1997
A.A, Computer Science
The El Felix February 2015 - Present
The El Felix 2015 - 2015
The El Felix 2015 - 2015
Tin Roof Kitchen February 2014 - December 2014
CRC Insurance Services, Inc. September 2013 - May 2014
Stericycle February 2013 - September 2013
Wachovia, A Wells Fargo Company March 2010 - October 2012
Wells Fargo April 2009 - December 2009
Safeguard Self Storage2008 June 2008 - August 2008
Hydraulic Supply Company February 2007 - June 2008
Skills
Networking, Customer Service, Inventory Management, Microsoft Office, Sales, Retail, Windows, Call Center, Process Scheduler, Spanish, Purchasing, Shipping, XP, Logistics, Call Centers, Leadership, Customer Satisfaction, Training, Management, Windows XP, Team Leadership, Team Building, Microsoft Excel
Education
Santa Fe Community College 1994 — 1997
AA, Computer Science
Santa Fe Community College 1994 — 1997
A.A, Computer Science
Essohouna Assih's Wells Fargo Experience December 2014 - Present
Job Actively Seeking an Entry Level Position in the domain of International Relations and Non Profit Organizations.
Industry International Affairs
Experience
Wells Fargo December 2014 - Present
University of Southern California August 2012 - December 2013
Macy's June 2008 - August 2009
Ann Taylor LOFT 2008 - 2009
Skills
Customer Service, Microsoft Applications, Sales, Research, Office Management, Event Planning, PowerPoint, Social Media, Social Networking, Teamwork
Education
University of Southern California 2012 — 2013
Bachelor of Arts (B.A.), International Relations
Santa Monica College 2009 — 2011
Associate in Arts
Wells Fargo December 2014 - Present
University of Southern California August 2012 - December 2013
Macy's June 2008 - August 2009
Ann Taylor LOFT 2008 - 2009
Skills
Customer Service, Microsoft Applications, Sales, Research, Office Management, Event Planning, PowerPoint, Social Media, Social Networking, Teamwork
Education
University of Southern California 2012 — 2013
Bachelor of Arts (B.A.), International Relations
Santa Monica College 2009 — 2011
Associate in Arts
Kris Cowen's Wells Fargo Experience September 2004 - August 2008
Job Workforce Development Professional at Sacramento Works
Industry Government Relations
Experience
Sacramento Employment and Training Agency / Sacramento Works July 2012 - Present
Kaplan College May 2009 - December 2010
ITT Technical Institute September 2008 - May 2009
Wells Fargo September 2004 - August 2008
Sacramento Child Advocates September 2000 - August 2004
Education
Santa Monica College 1990 — 1993
Associate of Arts (A.A.), Photography
Sacramento Employment and Training Agency / Sacramento Works July 2012 - Present
Kaplan College May 2009 - December 2010
ITT Technical Institute September 2008 - May 2009
Wells Fargo September 2004 - August 2008
Sacramento Child Advocates September 2000 - August 2004
Education
Santa Monica College 1990 — 1993
Associate of Arts (A.A.), Photography
Jim Lynes's Wells Fargo Experience August 2013 - Present
Job Loan Team Manager
Industry Banking
Experience
Wells Fargo August 2013 - Present
Union Bank December 2010 - August 2013
Wells Fargo January 2010 - December 2010
Wells Fargo June 1998 - December 2009
EY 1987 - 1990
Skills
Asset Based Lending, Banking, Business Planning, Commercial Banking, Commercial Lending, Commercial Mortgages, Credit, Credit Analysis, Credit Risk, Financial Analysis, Financial Reporting, Loan Origination, Loans, Portfolio Management, Risk Management, Underwriting
Education
Santa Clara University 1983 — 1987
Wells Fargo August 2013 - Present
Union Bank December 2010 - August 2013
Wells Fargo January 2010 - December 2010
Wells Fargo June 1998 - December 2009
EY 1987 - 1990
Skills
Asset Based Lending, Banking, Business Planning, Commercial Banking, Commercial Lending, Commercial Mortgages, Credit, Credit Analysis, Credit Risk, Financial Analysis, Financial Reporting, Loan Origination, Loans, Portfolio Management, Risk Management, Underwriting
Education
Santa Clara University 1983 — 1987
Myra Armijo-Caster, PMP's Wells Fargo Experience September 1994 - November 1995
Job Senior Project Manager at Honeywell Aerospace
Industry Aviation & Aerospace
Experience
Honeywell International Inc October 2003 - Present
Luz Energy Corporation September 1998 - December 2012
International Inc November 1995 - October 2003
Wells Fargo September 1994 - November 1995
Temp Agency September 1994 - November 1995
Boston Financial Data Services July 1992 - September 1994
Furrs Supermarket October 1987 - July 1992
Carrows Restaurant August 1985 - September 1987
Skills
MS Project, Program Management, Customer Service, Six Sigma, Cost Benefit, Budgets, Accounting, Training, Project Planning, Proposal Writing, Procurement, Management, Microsoft Excel
Education
The College of Santa Fe 1997 — 2003
Master of Business Administration, Finance
Santa Fe University of Art and Design
Bachelor of Arts degree, Business Administration; Accounting
12/2003 Mile High College
Associates degree, Secretarial Science, Accounting and Microcomputers
University of Phoenix
Associates degree, Business Administration
Honeywell International Inc October 2003 - Present
Luz Energy Corporation September 1998 - December 2012
International Inc November 1995 - October 2003
Wells Fargo September 1994 - November 1995
Temp Agency September 1994 - November 1995
Boston Financial Data Services July 1992 - September 1994
Furrs Supermarket October 1987 - July 1992
Carrows Restaurant August 1985 - September 1987
Skills
MS Project, Program Management, Customer Service, Six Sigma, Cost Benefit, Budgets, Accounting, Training, Project Planning, Proposal Writing, Procurement, Management, Microsoft Excel
Education
The College of Santa Fe 1997 — 2003
Master of Business Administration, Finance
Santa Fe University of Art and Design
Bachelor of Arts degree, Business Administration; Accounting
12/2003 Mile High College
Associates degree, Secretarial Science, Accounting and Microcomputers
University of Phoenix
Associates degree, Business Administration
Adrianne Mah's Wells Fargo Experience September 2004 - September 2006
Job Vendor Operations Manager at Apple
Industry Computer Hardware
Experience
Apple October 2010 - Present
Apple September 2008 - October 2010
Apple September 2006 - September 2008
Wells Fargo September 2004 - September 2006
Skills
Analysis, Corporate Finance, Cross-functional Team..., Customer Service, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Management, OS X, Process Improvement, Product Management, SAP, Strategy, Team Leadership
Education
Santa Clara University - Leavey School of Business
B.S., Finance
Apple October 2010 - Present
Apple September 2008 - October 2010
Apple September 2006 - September 2008
Wells Fargo September 2004 - September 2006
Skills
Analysis, Corporate Finance, Cross-functional Team..., Customer Service, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Management, OS X, Process Improvement, Product Management, SAP, Strategy, Team Leadership
Education
Santa Clara University - Leavey School of Business
B.S., Finance
Tom Stein's Wells Fargo Experience August 1997 - August 2005
Job Managing Director at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners September 2013 - Present
Goldman Sachs September 2005 - Present
Wells Fargo August 1997 - August 2005
Bank of America June 1990 - July 1997
Skills
High Yield, Loan Origination, Capital Markets, Leveraged Finance, Loans, LBO, Investment Banking, Fixed Income, Structured Finance, Private Equity, Financial Structuring, Structured Products, Valuation, Bonds, Equities, Corporate Finance, Emerging Markets, Syndications, Portfolio Management, Financial Modeling, Derivatives, Mezzanine
Education
The University of Chicago - Booth School of Business 1989 — 1991
Master of Business Administration (MBA), Finance, General
Santa Clara University 1981 — 1985
BS, Economics
Guggenheim Partners September 2013 - Present
Goldman Sachs September 2005 - Present
Wells Fargo August 1997 - August 2005
Bank of America June 1990 - July 1997
Skills
High Yield, Loan Origination, Capital Markets, Leveraged Finance, Loans, LBO, Investment Banking, Fixed Income, Structured Finance, Private Equity, Financial Structuring, Structured Products, Valuation, Bonds, Equities, Corporate Finance, Emerging Markets, Syndications, Portfolio Management, Financial Modeling, Derivatives, Mezzanine
Education
The University of Chicago - Booth School of Business 1989 — 1991
Master of Business Administration (MBA), Finance, General
Santa Clara University 1981 — 1985
BS, Economics
Chris Templeton's Wells Fargo Experience May 2004 - July 2005
Job Portfolio Manager at Bank of America
Industry Real Estate
Experience
Bank of America July 2010 - Present
Intervest Mortgage November 2005 - May 2010
Wells Fargo May 2004 - July 2005
Skills
Real Estate Economics, Valuation, Portfolio Management, Asset Management, Credit
Education
University of Washington 2009 — 2010
Certificate, Commercial Real Estate
Santa Clara University 2000 — 2004
BS, Economics
Bank of America July 2010 - Present
Intervest Mortgage November 2005 - May 2010
Wells Fargo May 2004 - July 2005
Skills
Real Estate Economics, Valuation, Portfolio Management, Asset Management, Credit
Education
University of Washington 2009 — 2010
Certificate, Commercial Real Estate
Santa Clara University 2000 — 2004
BS, Economics
Nicholas Farguson's Wells Fargo Experience October 2013 - Present
Job FX Senior Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2013 - Present
Wells Fargo Securities March 2010 - October 2013
Wells Fargo Audit Security July 2007 - March 2010
The Shemano Group June 2006 - September 2006
Skills
Financial Analysis, Financial Modeling, Banking, Bloomberg, Foreign Exchange, Equities, Microsoft Office, Business Analysis, Investments, Asset Management, Portfolio Management, Capital Markets, FX Options, Cash Flow, Hedging, Trading, Visual Basic, General Ledger, E-commerce, Sales, SQL, PnL Management, Consolidated Financial..., Financial Accounting, Cash Flow Analysis, Alternative Investments, Municipal Bonds, Hedge Accounting, FAS 133, Financial Reporting, Oracle, Calypso, Derivatives, Swaps, VBA, Strategic Financial..., Interest Rate Swaps, Essbase
Education
Santa Clara University 2003 — 2007
BS in Commerce, Finance with an emphasis in Accounting
New York Institute of Finance
Training the Street
Wells Fargo October 2013 - Present
Wells Fargo Securities March 2010 - October 2013
Wells Fargo Audit Security July 2007 - March 2010
The Shemano Group June 2006 - September 2006
Skills
Financial Analysis, Financial Modeling, Banking, Bloomberg, Foreign Exchange, Equities, Microsoft Office, Business Analysis, Investments, Asset Management, Portfolio Management, Capital Markets, FX Options, Cash Flow, Hedging, Trading, Visual Basic, General Ledger, E-commerce, Sales, SQL, PnL Management, Consolidated Financial..., Financial Accounting, Cash Flow Analysis, Alternative Investments, Municipal Bonds, Hedge Accounting, FAS 133, Financial Reporting, Oracle, Calypso, Derivatives, Swaps, VBA, Strategic Financial..., Interest Rate Swaps, Essbase
Education
Santa Clara University 2003 — 2007
BS in Commerce, Finance with an emphasis in Accounting
New York Institute of Finance
Training the Street
Michael Azevedo's Wells Fargo Experience 1980 - 2007
Job Executive Director at EY
Industry Financial Services
Experience
EY July 2013 - Present
Citigroup July 2010 - August 2012
Capital One Bank 2007 - 2009
Wells Fargo 1980 - 2007
Skills
Banking, Portfolio Management, Credit, Loans, Financial Analysis, Credit Analysis, Credit Risk, Risk Management, Mortgage Lending, Financial Services, Financial Modeling, Retail Banking, Wealth Management, Commercial Banking, Commercial Lending, Strategic Planning, Business Strategy, Operations Management, IT Operations, Sales Operations
Education
Santa Clara University 1982 — 1984
MBA, Business, Management, Marketing, and Related Support Services
University of California, Davis 1978 — 1982
BS, Agricultural & Managerial Economics
EY July 2013 - Present
Citigroup July 2010 - August 2012
Capital One Bank 2007 - 2009
Wells Fargo 1980 - 2007
Skills
Banking, Portfolio Management, Credit, Loans, Financial Analysis, Credit Analysis, Credit Risk, Risk Management, Mortgage Lending, Financial Services, Financial Modeling, Retail Banking, Wealth Management, Commercial Banking, Commercial Lending, Strategic Planning, Business Strategy, Operations Management, IT Operations, Sales Operations
Education
Santa Clara University 1982 — 1984
MBA, Business, Management, Marketing, and Related Support Services
University of California, Davis 1978 — 1982
BS, Agricultural & Managerial Economics
Nick Ghadiri's Wells Fargo Experience February 2012 - December 2012
Job VP Branch Manager at Bank of the West
Industry Financial Services
Experience
Bank of the West December 2012 - Present
Wells Fargo February 2012 - December 2012
Wells Fargo February 2011 - February 2012
Wells Fargo Bank October 2009 - February 2011
Morgan Stanley March 2007 - May 2007
Skills
Banking, CRM, Credit, Customer Service, Equities, Finance, Financial Analysis, Financial Services, Loans, Management, Microsoft Excel, Portfolio Management, Process Improvement, Training, Customer Satisfaction, Leadership, Sales
Education
Santa Clara University - Leavey School of Business 2009 — 2011
M.B.A., Concentration in Finance and Leading People and Organizations
University of California, Davis 2004 — 2008
B.S., Managerial Economics Minor in Communication
Bank of the West December 2012 - Present
Wells Fargo February 2012 - December 2012
Wells Fargo February 2011 - February 2012
Wells Fargo Bank October 2009 - February 2011
Morgan Stanley March 2007 - May 2007
Skills
Banking, CRM, Credit, Customer Service, Equities, Finance, Financial Analysis, Financial Services, Loans, Management, Microsoft Excel, Portfolio Management, Process Improvement, Training, Customer Satisfaction, Leadership, Sales
Education
Santa Clara University - Leavey School of Business 2009 — 2011
M.B.A., Concentration in Finance and Leading People and Organizations
University of California, Davis 2004 — 2008
B.S., Managerial Economics Minor in Communication
Wenny Teguh's Wells Fargo Experience December 2006 - Present
Job System QA Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank December 2006 - Present
Wells Fargo December 2006 - Present
Santa Clara University 2005 - 2006
Villa Montalvo 2004 - 2005
Skills
ALM, Quality Center, Actimize, User Acceptance Testing, Testing, TSO, Regression Testing, Quality Assurance, Unix, Test Planning, Databases, Test Cases, Analysis, Microsoft Office, SQL, SharePoint, Test Automation, Web Applications
Education
Santa Clara University - Leavey School of Business 2004 — 2006
MBA
University of Kansas 1999 — 2003
BS, Computer Science
Wells Fargo Bank December 2006 - Present
Wells Fargo December 2006 - Present
Santa Clara University 2005 - 2006
Villa Montalvo 2004 - 2005
Skills
ALM, Quality Center, Actimize, User Acceptance Testing, Testing, TSO, Regression Testing, Quality Assurance, Unix, Test Planning, Databases, Test Cases, Analysis, Microsoft Office, SQL, SharePoint, Test Automation, Web Applications
Education
Santa Clara University - Leavey School of Business 2004 — 2006
MBA
University of Kansas 1999 — 2003
BS, Computer Science
Dominic McKeown's Wells Fargo Experience January 2012 - Present
Job Compliance Consultant at Wells Fargo
Industry Law Practice
Experience
Wells Fargo January 2012 - Present
Education
Santa Clara University School of Law 2008 — 2011
Juris Doctorate, Law
Wells Fargo January 2012 - Present
Education
Santa Clara University School of Law 2008 — 2011
Juris Doctorate, Law
Robert Leupp's Wells Fargo Experience June 2010 - September 2010
Job Deloitte Audit Associate
Industry
Experience
Wells Fargo June 2010 - September 2010
Education
Santa Clara University
Wells Fargo June 2010 - September 2010
Education
Santa Clara University
Marcelo Alvarado's Wells Fargo Experience January 2004 - December 2008
Job Latin America Market Customer Service Representative II Bilingual Spanish at HID Global
Industry Management Consulting
Experience
HID Global December 2014 - Present
The University of Texas at Austin November 2014 - December 2014
BBVA Compass April 2012 - October 2014
Kaplan College October 2011 - June 2012
Kaplan College September 2010 - October 2011
Lopez & Meraz Consulting January 2009 - September 2010
Wells Fargo January 2004 - December 2008
Skills
Banking, Sales Management, Account Management, Logistics Management, Business Management, Customer Relations, Career Development, Financial Planning, Branch Management, Retail Management, Employee Relations, Budget Allocation, Loan Origination, General Business..., Bilingual-Spanish, Microsoft Office, Life & Health Licensed, Multicultural..., Coaching, Credit, Portfolio Management, Small Business Lending, Consumer Lending, Team Building, Recruiting, Credit Analysis, Leadership Development, Policy, Microsoft Excel, Change Management, Retirement Planning, Retail Banking, Management Consulting, Social Networking, Sales, Loans, Risk Management, Life Insurance, Outlook, Cross-functional Team..., Management, Strategic Financial..., Customer Service, Financial Analysis, Budgets, Insurance, Business Strategy, Store Management, Leadership, Analysis
Education
The University of Texas at El Paso 1991 — 1995
BBA, Business Administration
Santa Clara University 1990 — 1991
HID Global December 2014 - Present
The University of Texas at Austin November 2014 - December 2014
BBVA Compass April 2012 - October 2014
Kaplan College October 2011 - June 2012
Kaplan College September 2010 - October 2011
Lopez & Meraz Consulting January 2009 - September 2010
Wells Fargo January 2004 - December 2008
Skills
Banking, Sales Management, Account Management, Logistics Management, Business Management, Customer Relations, Career Development, Financial Planning, Branch Management, Retail Management, Employee Relations, Budget Allocation, Loan Origination, General Business..., Bilingual-Spanish, Microsoft Office, Life & Health Licensed, Multicultural..., Coaching, Credit, Portfolio Management, Small Business Lending, Consumer Lending, Team Building, Recruiting, Credit Analysis, Leadership Development, Policy, Microsoft Excel, Change Management, Retirement Planning, Retail Banking, Management Consulting, Social Networking, Sales, Loans, Risk Management, Life Insurance, Outlook, Cross-functional Team..., Management, Strategic Financial..., Customer Service, Financial Analysis, Budgets, Insurance, Business Strategy, Store Management, Leadership, Analysis
Education
The University of Texas at El Paso 1991 — 1995
BBA, Business Administration
Santa Clara University 1990 — 1991
Adolfo De los angeles's Wells Fargo Experience September 2008 - September 2013
Job Experience in Banking services, Sales and customer service
Industry Financial Services
Experience
Corinthian Colleges, Inc. September 2013 - July 2014
Wells Fargo September 2008 - September 2013
Nike January 2007 - September 2007
Skills
Loans, Credit, Small Business Lending, Commercial Lending, Commercial Banking, Banking, Consumer Lending, Lines Of Credit, Retail Banking, Loan Origination, Cross Selling, Cash Management, Leadership, Customer Satisfaction, Delegation, Problem Solving, Sales Management, Finance, Customer Service, Financial Services, Sales, Analysis, Data Entry, Call Centers, Human Resources
Education
Santa Monica College 2000 — 2005
Associate of Arts (AA), general education
Corinthian Colleges, Inc. September 2013 - July 2014
Wells Fargo September 2008 - September 2013
Nike January 2007 - September 2007
Skills
Loans, Credit, Small Business Lending, Commercial Lending, Commercial Banking, Banking, Consumer Lending, Lines Of Credit, Retail Banking, Loan Origination, Cross Selling, Cash Management, Leadership, Customer Satisfaction, Delegation, Problem Solving, Sales Management, Finance, Customer Service, Financial Services, Sales, Analysis, Data Entry, Call Centers, Human Resources
Education
Santa Monica College 2000 — 2005
Associate of Arts (AA), general education
Brandon Sankey's Wells Fargo Experience March 2015 - Present
Job Wells Fargo
Industry Banking
Experience
Wells Fargo March 2015 - Present
Laptop Battery HQ May 2014 - Present
APPLEONE EMPLOYMENT SERVICES, WESTWOOD July 2009 - Present
Citibank (Banamex USA) 2011 - 2012
Keeping Youth Doing Something April 2008 - June 2009
Spark Networks January 2008 - October 2008
Exact Staffing June 2006 - December 2007
Clear Sky's Aviation February 2003 - December 2007
United Medical Caregivers Clinic June 2005 - May 2006
California Science Center April 2004 - June 2005
Skills
Microsoft Excel, Microsoft Word, 10 Key, Internet Explorer, Customer Service, Fast Learner, Hard Worker, Misc. Transaction..., Leadership
Education
Santa Monica College
General Education
Wells Fargo March 2015 - Present
Laptop Battery HQ May 2014 - Present
APPLEONE EMPLOYMENT SERVICES, WESTWOOD July 2009 - Present
Citibank (Banamex USA) 2011 - 2012
Keeping Youth Doing Something April 2008 - June 2009
Spark Networks January 2008 - October 2008
Exact Staffing June 2006 - December 2007
Clear Sky's Aviation February 2003 - December 2007
United Medical Caregivers Clinic June 2005 - May 2006
California Science Center April 2004 - June 2005
Skills
Microsoft Excel, Microsoft Word, 10 Key, Internet Explorer, Customer Service, Fast Learner, Hard Worker, Misc. Transaction..., Leadership
Education
Santa Monica College
General Education
Gloria Afrane's Wells Fargo Experience 2011 - 2012
Job Analyst, Client Reporting at BlackRock
Industry Investment Management
Experience
BlackRock March 2014 - Present
Bank of America January 2013 - April 2013
Wells Fargo 2011 - 2012
Skills
Financial Analysis, Financial Modeling, Finance, Portfolio Management, Corporate Finance, Investments, Valuation, Strategic Financial..., Credit, Banking, Accounting, Financial Reporting, Financial Accounting, Equities
Education
Santa Clara University 2012 — 2014
University of Ghana 2004 — 2008
Bosc, Business administration, Finance
Wesley Girls
Wesley Girls
BlackRock March 2014 - Present
Bank of America January 2013 - April 2013
Wells Fargo 2011 - 2012
Skills
Financial Analysis, Financial Modeling, Finance, Portfolio Management, Corporate Finance, Investments, Valuation, Strategic Financial..., Credit, Banking, Accounting, Financial Reporting, Financial Accounting, Equities
Education
Santa Clara University 2012 — 2014
University of Ghana 2004 — 2008
Bosc, Business administration, Finance
Wesley Girls
Wesley Girls
Colleen Nguyen's Wells Fargo Experience 2004 - Present
Job Private Banker at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo 2004 - Present
Bank of America 1998 - 2004
Skills
Wealth Management, Credit, Banking, Private Banking, Investments, Mutual Funds, Strategic Financial..., Retirement Planning, Investment Advisory, Fixed Income, Equities, Series 7, Series 66, Life & Health Insurance..., Loans, Consumer Lending, Mortgage Lending, Commercial Banking, Commercial Lending, Credit Risk, Credit Analysis, Small Business Lending, Retail Banking
Education
Santa Clara University
Wells Fargo 2004 - Present
Bank of America 1998 - 2004
Skills
Wealth Management, Credit, Banking, Private Banking, Investments, Mutual Funds, Strategic Financial..., Retirement Planning, Investment Advisory, Fixed Income, Equities, Series 7, Series 66, Life & Health Insurance..., Loans, Consumer Lending, Mortgage Lending, Commercial Banking, Commercial Lending, Credit Risk, Credit Analysis, Small Business Lending, Retail Banking
Education
Santa Clara University
Justin Kirkwood's Wells Fargo Experience July 2012 - September 2012
Job Attended Santa Fe College
Industry Sports
Experience
Army National Guard July 2007 - Present
Wells Fargo July 2012 - September 2012
Education
Santa Fe College 2010 — 2012
Associate of Arts (A.A.), Sport and Fitness Administration/Management
Army National Guard July 2007 - Present
Wells Fargo July 2012 - September 2012
Education
Santa Fe College 2010 — 2012
Associate of Arts (A.A.), Sport and Fitness Administration/Management
Daniel Partiali's Wells Fargo Experience January 2010 - June 2011
Job Regional Manager at Comfort Dental Center
Industry Real Estate
Experience
Comfort Dental Center January 2015 - Present
Dream Designed Homes July 2014 - Present
Socialite April 2013 - July 2014
Hanmi Bank January 2012 - June 2012
Wells Fargo January 2010 - June 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Social Networking, Microsoft Word, Public Speaking, Social Media, Event Management, Sales, Leadership, Marketing Strategy, Management, Strategic Planning
Education
California State University-Northridge 2011 — 2013
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Santa Monica College 2009 — 2011
Associate of Arts (A.A.), Sociology
Comfort Dental Center January 2015 - Present
Dream Designed Homes July 2014 - Present
Socialite April 2013 - July 2014
Hanmi Bank January 2012 - June 2012
Wells Fargo January 2010 - June 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Social Networking, Microsoft Word, Public Speaking, Social Media, Event Management, Sales, Leadership, Marketing Strategy, Management, Strategic Planning
Education
California State University-Northridge 2011 — 2013
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Santa Monica College 2009 — 2011
Associate of Arts (A.A.), Sociology
Janine Farrar's Wells Fargo Experience January 1993 - September 1997
Job Insurance Verification at St Lukes Regional Medical Center
Industry Hospital & Health Care
Experience
St Lukes Regionaenterl Medical C September 1997 - Present
Wells Fargo January 1993 - September 1997
Joan Fabrics January 1991 - March 1993
Education
Santa Monica College 1975 — 1976
University High School 1972 — 1975
St Lukes Regionaenterl Medical C September 1997 - Present
Wells Fargo January 1993 - September 1997
Joan Fabrics January 1991 - March 1993
Education
Santa Monica College 1975 — 1976
University High School 1972 — 1975
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank