Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Salaries. You can even request information on how much does Wells Fargo pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Xerox April 2015 - Present
EMC Corporation January 2011 - April 2015
Open Text Corporation March 2006 - January 2011
Wells Fargo March 2002 - April 2006
Skills
Sales Support, Operation Support, Business Development, Program Management, Services Delivery..., Starup and Exit..., Risk Assessment, Revenue Recognition &..., Budgeting & Planning, Strategic Leadership, Strategic Planning, Strategic Partnerships, Partner Programs, Joint Marketing..., Managed Services, Enterprise Content..., Sales Operations, Service Delivery, Management, Project Management, Team Building, Professional Services, Cross-functional Team..., Start-ups, SaaS, Strategy, Leadership, Consulting, Change Management, Account Management, Project Planning, Enterprise Software, IT Strategy, Business Intelligence, Virtualization, Team Management, Product Management, PMO
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.), Entrepreneurship, Private Equity
UCLA August 2012 - Present
Wells Fargo May 2011 - August 2012
McColl Center for Art + Innovation May 2010 - May 2011
Habitat for Humanity Charlotte September 2009 - May 2010
Dean and Company July 2007 - July 2009
Corcoran Gallery of Art June 2006 - August 2006
Skills
Financial Modeling, Quantitative Analytics, Data Analysis, PowerPoint, Research, Microsoft Excel, Analysis, Market Research, Finance, SPSS, Social Media
Education
UCLA Anderson School of Management 2012 — 2017
Doctor of Philosophy (PhD), Strategy
Wake Forest University 2003 — 2007
B.S., Mathematical Economics, Art History
Bank of America January 2015 - Present
Wells Fargo October 2013 - Present
National Vision, Inc. November 2011 - April 2013
AT&T Mobility January 2010 - January 2011
Walmart October 2006 - January 2010
Sallie Mae March 2005 - August 2006
Skills
Customer Service, Call Center, Customer Satisfaction, Data Entry, 10 Key, Software Documentation, Outlook, Microsoft Office, Telephone Skills, Invoicing, Process Improvement, Microsoft Excel, Team Building, Account Management, Windows 7, Team Leadership, Microsoft Word, Sales, Access, Training, Healthcare, HIPAA, Medical Terminology, Time Management, Call Centers, Inventory Management, Purchasing, Process Scheduler, Customer Retention
Education
Ultimate Medical Academy 2011 — 2012
Medical Billing and Coding Diploma, Medical Billing and Coding
Pinecrest High 1996 — 1999
High School Diploma, General Studies
Wells Fargo January 2014 - Present
Wells Fargo Bank September 2011 - December 2013
Wachovia/Wells Fargo July 2005 - August 2010
Skills
Strategic Management, Public Speaking, Partnership and..., Team Building, Performance Management, Leadership, Sales, Finance, Retail Banking, Loans, Credit, Portfolio Management
Education
Tuskegee University
Sales and Marketing
Wells Fargo 2015 - 2015
Wells Fargo 2015 - 2015
Burkenroad Reports August 2014 - December 2014
Provident Financial Management May 2014 - August 2014
Legacy Wealth Partners, Inc. June 2013 - August 2013
BP June 2013 - June 2013
Eliott’s Dry Cleaner January 2012 - January 2013
Spile, Leff & Goor, LLP June 2012 - September 2012
Skills
Analysis, Finance, Accounting, Teamwork, Public Speaking, Microsoft Excel, Time Management, Spreadsheets, Research, Microsoft Office, Financial Analysis, Data Analysis, Customer Service, Budgets, Social Media, English, Outlook, PowerPoint, Bloomberg Terminal, Reuters, Financial Reporting
Education
Tulane University 2012 — 2016
Bachelor's Degree, Major: Finance with an Energy Specialization
Calabasas High School 2008 — 2012
Westlake Financial Services January 2015 - Present
Xceed Financial Credit Union September 2012 - December 2014
Wells Fargo 2011 - 2012
Victoria Secret November 2007 - January 2011
Skills
Human Resources, Customer Service, Social Media, Public Relations, Payroll, Benefits Administration, Leave of Absence..., Account Reconciliation, Full-life Cycle..., Workers Compensation, Leadership, Microsoft Office, Social Networking
Education
UCLA Anderson School of Management 2014 — 2015
Human Resources Management Certificate
California State University, Fullerton 2006 — 2010
BA, Public Administration
Wells Fargo June 2015 - August 2015
Prudential Real Estate Investors September 2012 - April 2014
Eastdil Secured February 2012 - May 2012
University of Southern California August 2011 - February 2012
Covenant Realty and Mortgage November 2006 - January 2009
Skills
Financial Modeling, DCF Valuation, Valuation, Investments, Due Diligence, Asset Management, Trend Analysis, Real Estate, Finance, Investment Management, Real Estate Due..., Financial Analysis, Commercial Real Estate, Real Estate Development, Real Estate Transactions, Real Estate Financing, Alternative Investments, Market Research, Research, Strategic Planning, Operating Budgets, Capital Budgeting, Financial Reporting, Financial Transactions, Acquisitions, Dispositions, Joint Ventures, Waterfall, Lease Negotiations
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Investments and Securities
University of Southern California - Marshall School of Business 2010 — 2012
Bachelor's Degree, Real Estate
Wells Fargo September 2014 - Present
Wells Fargo September 2011 - September 2014
City National Bank October 1984 - August 2011
Skills
Loans, Credit Analysis, Credit, Portfolio Management, Commercial Banking, Banking, Financial Analysis, Commercial Lending, Investments, Asset Based Lending, Financial Modeling, Corporate Finance, Middle Market, Underwriting, Cash Management
Education
Anderson School at UCLA 1989 — 1992
MBA, Business
University of California, Santa Barbara 1979 — 1984
BA, Economics
In Bloom Garden Design August 2001 - Present
MPB Personal Financial Services March 1997 - December 2001
Jefferies & Company July 1993 - January 1997
Avalon Marketing July 1990 - July 1993
Wells Fargo July 1987 - June 1990
Lloyds Bank California July 1983 - August 1985
Skills
Lifestyle, Wellness Coaching, Strategic Planning, Event Planning, Marketing, Small Business, Management, Organizational..., Customer-focused Service, Business Strategy, Budgets, Direct Sales, Entrepreneurship, Landscape Design, Floral Design, Interior Design
Education
University of California, Los Angeles - The Anderson School of Management 1985 — 1987
MBA, Finance
University of California, Los Angeles 1979 — 1983
BA cum laude, Economics
Bennett Development Group, LLC December 2008 - Present
City of Birmingham 2012 - 2015
City of Birmingham 2012 - 2015
HealthSouth January 2013 - April 2013
Synovus Bank July 2012 - October 2012
Wells Fargo August 2011 - May 2012
Karlsberger September 2001 - September 2008
Skills
Network Administration, Project Management, Troubleshooting, Microsoft Exchange, Servers, Software Installation, Windows Server, Networking, Software Documentation, Windows XP, XP
Education
Tuskegee University 1977 — 1981
Architecture
Mission Boost Consulting September 2013 - Present
Accolo August 2014 - April 2015
NonProfitEasy December 2013 - August 2014
Redwood High School Foundation February 2012 - September 2013
Designed by Randi Mitzvah Market Bar Mitzvah Angel May 2009 - May 2013
Mattel, Inc. April 1990 - August 1990
Wells Fargo December 1987 - July 1989
Goldman Sachs June 1986 - December 1987
Skills
Email Marketing, Marketing, Event Management, Fundraising, Social Media Marketing, Marketing Strategy, Graphic Design, Nonprofits, Social Media, Online Advertising, Entrepreneurship, Logo Design, Business Development, Blogging, Online Marketing, Public Relations, Marketing Communications, Website Development, Constant Contact, Social Networking, Direct Marketing, Brand Development, Database Administration, Non-profits, Sponsorship Programs, Salesforce.com, Illustrator, Microsoft Office
Education
Anderson School at UCLA
MBA, Marketing
University of Pennsylvania - The Wharton School
BSE, Finance, General
Wells Fargo November 2010 - December 2012
SVB Silicon Valley Bank November 2003 - November 2010
Moss Adams Capital April 2000 - November 2003
U.S. Bank July 1992 - March 2000
Skills
Corporate Banking, Technology Lending, Acquistion Finance, Commercial Banking, Banking, Loans, Credit Risk, Finance, Credit, Syndications, Credit Analysis, Relationship Management, Commercial Lending, Asset Based Lending, Corporate Finance
Education
University of California, Los Angeles - The Anderson School of Management 1987 — 1990
MBA
University of California, Davis 1976 — 1980
A.B., Economics and Philosophy
Pioneer Bank, SSB April 2015 - Present
Frost Bank August 2014 - April 2015
INTRUST Bank January 2009 - September 2013
Honeywell International 1987 - June 2008
Wells Fargo January 2004 - March 2008
Prudential Preferred Realty May 2001 - June 2004
Skills
Financial Analysis, Financial Modeling, Strategic Planning, Process Improvement, Forecasting, Access, Leadership, Business Planning, Customer Service, Microsoft Excel, Data Analysis, Negotiation
Education
Union College
Bachelor of Science (BS), Economics
University of Phoenix
MBA, MBA
Wells Fargo May 2014 - Present
Wells Fargo October 2013 - May 2014
Wells Fargo 2008 - 2013
Fifth Third Bank 2012 - 2012
Skills
Loans, Mortgage Lending, Credit, Small Business Lending, Banking, Commercial Lending, Sales, Customer Service, Commercial Banking, Credit Analysis, Relationship Management, Retail Banking, Leadership, Customer Satisfaction, Sales Management
Education
Tusculum College 2001 — 2003
Bachelor of Science (B.S.), Political Science, 3.75
Western Governors University
Master of Arts (M.A.), Education, 3.9
Wells Fargo January 2013 - Present
Lucent Capital, Inc. March 2012 - December 2012
Kibel Green Incorporated October 2010 - May 2012
Visa, Inc June 2010 - August 2010
KPMG US August 2007 - September 2009
KPMG US June 2004 - August 2007
Marcus & Millichap June 2003 - May 2004
Skills
Real Estate, Valuation, Investments, Commercial Real Estate, Leases, Appraisals, Financial Modeling, Due Diligence, Financial Analysis, Leadership, Real Estate Economics, Real Estate Transactions, Finance, Analysis
Education
UCLA Anderson School of Management 2009 — 2011
MBA, Real Estate & Finance
UCLA 2000 — 2004
BA, Business-Economics, History & Accounting
Wells Fargo January 2015 - Present
Wells Fargo December 2013 - December 2014
Wells Fargo July 2013 - December 2013
Wells Fargo May 2011 - July 2013
Wells Fargo June 2010 - May 2011
The Walt Disney Company December 2009 - June 2010
Skills
Finance, Financial Analysis, Financial Modeling, Management, Microsoft Excel, Corporate Finance, Credit Analysis, Portfolio Management, Mergers & Acquisitions, Microsoft Office, Analysis, Investments, Banking, Market Research, M&A Modeling, Forecasting, Risk Management, Data Analysis, Budgets, Cash Flow, Commercial Banking, Strategic Planning, Valuation, Economics, Strategic Financial..., Underwriting, Bloomberg, Access, Accounting, Financial Risk, Financial Reporting, Credit, Private Equity, Financial Structuring, Customer Service, Due Diligence, Loans, Financial Services, Capital Markets, Commercial Lending, Media & Entertainment, Film, Syndications, Credit Risk, Marketing, Debt & Equity Capital..., leverage finance
Education
UCLA Anderson School of Management 2014 — 2015
Riordan MBA Fellows Program, MBA Fellowship
University of Cambridge 2009 — 2009
Summer Program, Economics
University of California, Irvine 2005 — 2009
Bachelor of Science (B.S.), Quantitative Economics
American Girl November 2014 - Present
Wells Fargo May 2012 - October 2014
Viacom October 2008 - April 2012
LIM College August 2009 - December 2009
Viacom March 2008 - October 2008
Bandai America, Inc. March 2005 - March 2008
Webster University May 2002 - March 2005
Taco Bell Corp. January 2001 - April 2002
Skills
Marketing Strategy, Brand Development, Product Management, Licensing, Brand Management, Marketing, International Marketing, Business Strategy, Promotions, Event Planning, Product Marketing, Brand Architecture, Project Management, Branding & Identity, Brand Awareness, Brand Equity, Brand Loyalty, Co-branding, International Product..., Product Evolution, Campaign Managment, Pricing Strategy, Experienced Traveler, Agency Relationship..., Budget P&L, Customer Service, Presenting to Clients, Presenting to Senior..., International Market..., Market Analysis, Marketability, Strategic Partnerships, International Events, Target Marketing, Team-oriented, Hands-on leader, Brand Equity Development, Business-minded, Digital Media, Pro-active Leader, Goal-driven leader, Social Media, Integrated Marketing, Strategy, Global Marketing, Creative Strategy, Positioning, Business Development, Press Releases, Marketing Management
Education
UCLA Anderson School of Management 2013 — 2013
Social Media Marketing
Webster University 2002 — 2004
MBA, Business Management
Utah State University 1997 — 2000
BS, Marketing
Wells Fargo July 2011 - Present
Cornerstone Realty and Funding group May 2010 - July 2011
GWK ADHESIVE TAPE SOLUTIONS March 2006 - January 2007
Skills
Teaching, Strategic Planning, Budgets, Accounting, Social Media, Data Entry, Illustrator, Graphic Design, Programming, Training, Business Development, Competitive Analysis, Finance, Selling, Leadership, Team Leadership, Market Research, Marketing, Banking, Business Analysis, Change Management, Recruiting, Risk Management, Management Consulting, Business Planning, Business Strategy, Loans, Financial Services, Customer Satisfaction, Human Resources, Leadership Development, Staff Development, Strategy, Process Improvement, Team Management, New Business Development, Account Management, Insurance, Mortgage Lending, Fundraising, Employee Relations, Small Business
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2009
Master's degree, International Business
School Of Real Estate of Mass 2004 — 2006
licensed real estate agent in the state of Massachusetts
Commerce Bank University 2001 — 2003
Managment / Leadership / HR Mangment / Cash Managment
•Professional Career Development Institute 2001 — 2002
Diploma, Web Site Design
Arabic University 1991 — 1994
Computer Programming, Associate degree
AAA Signs Inc. August 2014 - Present
Wells Fargo June 2013 - August 2014
IBERIABANK July 2012 - May 2013
Superior Energy Services May 2011 - August 2011
Skills
Management, Financial Modeling, Equity Research
Education
Tulane University - A.B. Freeman School of Business 2008 — 2012
BSM, Finance
Wells Fargo July 2015 - Present
Wells Fargo Bank June 2011 - June 2015
Wells Fargo May 2009 - June 2011
Wells Fargo September 2006 - August 2007
Skills
Chartered Financial..., Investments, Risk Management, Investment Banking, Finance, Financial Services, Treasury Management, Bonds, Loans, Portfolio Management, Banking
Education
UCLA Anderson School of Management 2007 — 2009
Master of Business Administration (MBA), Corporate Finance
Champlin
University of Minnesota - Carlson School of Management
Bachelor's degree, Finance, General
Wells Fargo February 2013 - Present
Wells Fargo February 2013 - Present
GameStop September 2012 - Present
GameStop September 2012 - Present
Skills
Banking, Commercial Banking, Retail Banking, Cash Management, Cross Selling, Credit Analysis, Loans, Mortgage Lending, Credit
Education
University of Alabama at Birmingham 2011 — 2015
Industrial Distribution
Tuskegee University 2008 — 2011
Electrical and Electronics Engineering
ORAU January 2015 - Present
Accenture September 2014 - January 2015
DriveTime August 2011 - May 2014
Wells Fargo October 2009 - February 2010
Kohl's Department Stores June 2008 - February 2010
Walgreens June 2004 - June 2005
Skills
Management, Leadership, Marketing, Purchasing, Sales, Training, Cold Calling, Social Networking, Time Management, PowerPoint, Team Building, Microsoft Office, Customer Service, Microsoft Excel, Customer Satisfaction, Profit
Education
Tuskegee University 2000 — 2004
Bachelors of Science, Sales and Marketing
Tuskegee University
Bachelor of Science (B.S.), Sales and Marketing
Wells Fargo January 2013 - Present
Nonprofit Health Care Organization April 2011 - September 2012
Morgan Marketing & Public Relations, LLC May 2008 - February 2011
ASG Renaissance June 2006 - April 2008
The Pollack PR Marketing Group September 2003 - September 2005
Bacara Resort and Spa April 2002 - September 2003
Skills
Management, Media Relations, Social Media, Event Planning, Public Relations, Press Releases, Crisis Communications, Advertising, Corporate Communications, Copywriting, Copy Editing, Marketing, Social Media Marketing, Publicity, Marketing Communications, Internal Communications, Strategic Communications, Social Networking
Education
University of California, Santa Barbara 1998 — 2002
B.A., Communication
UCLA Anderson School of Management
Latino Leaders Program
Country Media Inc July 2014 - Present
Country Media May 2010 - October 2013
Wells Fargo February 2010 - May 2010
Safeway July 2009 - February 2010
UPS July 2005 - May 2009
Foursquare Gospel Center February 2004 - June 2005
UPS November 2002 - June 2005
Orenco Systems, Inc. August 1999 - January 2004
Skills
Mulit-line Phones, working knowledge of..., Good Communication..., Very Flexible and Loyal, Quick Learner, detail..., Databases, Time Management, Management, Data Entry, Accounts Receivable, Editing, Microsoft Office, Newsletters, Copy Editing
Education
Umpqua Community College 1994 — 1994
GED
Wells Fargo September 2013 - July 2015
Wells Fargo May 2011 - September 2013
Darwin Fenner Student-Managed Fund January 2012 - May 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Moody's Risk Analyst, Spanish-speaking, Financial Modeling, Financial Analysis, Research, Portfolio Management, Nonprofits, Analysis, Valuation, Strategy, Data Analysis, Investments, Social Media
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Tulane University - A.B. Freeman School of Business 2008 — 2012
Bachelor of Science in Management, Finance and Management
Universidad Pontificia Comillas 2011 — 2011
Semester Abroad, Finance and Management
Bank of America August 2010 - Present
Wells Fargo January 2007 - July 2010
Bank of America June 2003 - August 2005
Ford Motor Credit Company May 2002 - August 2002
Ford Motor Credit Company May 2001 - August 2001
Skills
Finance, Sarbanes-Oxley Act, Forecasting, Accounting, Budgets, Reporting Development, Certified Green Belt
Education
Tuskegee University 1999 — 2003
Bachelor's degree
US Bank November 2005 - Present
GE Capital September 1998 - October 2005
CIBC Oppenheimer December 1996 - September 1998
Wells Fargo September 1978 - December 1996
BP 1974 - 1978
Skills
Asset Based Lending, Commercial Banking, Credit Analysis, Loans, Leveraged Finance, Capital Markets, Credit, Portfolio Management, Banking, Underwriting, Mergers, Corporate Finance, Middle Market, Due Diligence, Finance, Investment Banking, Mergers & Acquisitions, Financial Modeling, Risk Management, Financial Risk
Education
University of Southern California - Marshall School of Business 1979 — 1981
MBA
Tulane University 1970 — 1974
BS
Wells Fargo October 2015 - Present
Wells Fargo Bank International July 2013 - Present
Wells Fargo Bank, N.A. January 2011 - July 2013
Wells Fargo Bank July 2010 - December 2010
Wells Fargo Bank January 2008 - July 2010
Skills
Portfolio Management, Credit Analysis, Finance, Risk Management, Credit, Loans, Analysis, Commercial Banking, Underwriting, Derivatives
Education
Tulane University - A.B. Freeman School of Business 2003 — 2007
Bachelor’s Degree, Finance
Motif Investing February 2015 - Present
J.P. Morgan Asset Management September 2011 - March 2014
BlackRock December 2009 - April 2011
Barclays Global Investors August 2006 - December 2009
Wells Fargo November 2004 - July 2006
Wells Fargo March 2003 - November 2004
Charles Schwab 2002 - 2002
Wal-Mart 2000 - 2001
PlanetRx.com January 1999 - June 2000
Levi Strauss & Co. 1998 - 1998
Skills
CRM, Strategy, Management, Product Marketing, Product Management, Direct Marketing, Marketing Strategy, Marketing Communications, Competitive Analysis, Program Management, Fixed Income, Financial Advisory, Financial Services, Strategic Thinking, Corporate Branding, Talent Acquisition, Hedge Funds, B2B Marketing, Marketing, Strategic Partnerships
Education
UCLA Anderson School of Management
MBA, Marketing and Strategy
University of Pennsylvania
BA, Economics, English minor
UBS November 2008 - Present
Wells Fargo September 2000 - November 2008
Merrill Lynch October 1991 - November 1999
Education
Tulane University 1985 — 1989
BS, Pyschology
Voya Financial May 2015 - Present
Voya Financial March 2014 - May 2015
ING January 2013 - March 2014
Wells Fargo March 2012 - January 2013
Wells Fargo January 2011 - March 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Data Analysis, Analysis, Economics, Lotus Notes, Strategic Planning, Research, PowerPoint, Quantitative Analytics, Social Media, Project Management, SPSS, Spanish, Public Speaking, Public Relations, International Relations, Marketing Communications, Credit
Education
UCL 2009 — 2010
Master's of Science, International Public Policy
University of Wisconsin-Madison 2003 — 2008
BA, Political Science; International Studies
Wells Fargo August 2015 - Present
Wells Fargo March 2015 - August 2015
Fast Marble Consulting October 2014 - March 2015
Wells Fargo November 2010 - November 2014
PayPal May 2010 - October 2010
BlackRock July 2008 - March 2010
Wells Fargo Bank July 2007 - June 2008
StubHub January 2008 - February 2008
Charles Schwab June 2005 - June 2007
OurStory 2007 - 2007
Skills
E-commerce, Strategy, Marketing Strategy, Product Management, Marketing, Marketing Communications, CRM, SEM, SEO, Start-ups, Online Marketing, Content Strategy, Advertising, Lead Generation, Brand Development, Customer Acquisition, Digital Marketing, Copywriting, Content Management, Social Networking, Market Research, Project Management, Strategic Partnerships, User Experience, Vendor Management, Website Development, Copy Editing, Brand Management, Technical Writing, Client Communication, Contract Negotiation, Writing, Online Travel, Online Dating, Wealth Management, Digital Media, Email Marketing, Web Content Management, Web Project Management, Editing
Education
University of California, Los Angeles - The Anderson School of Management
MBA, Marketing, International Marketing
Yale University
BA, History, Biology
Kissinger Associates, Inc. June 2014 - Present
Boscov's November 2012 - July 2014
Kissinger Associates, Inc. May 2011 - June 2014
Boscov's February 2013 - August 2013
Hoss's Steak & Sea House December 2011 - September 2012
Blue Rocks Family Campground May 2011 - October 2011
Wells Fargo December 2004 - July 2010
Travelers June 1991 - December 2009
Marshall's September 2004 - December 2004
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Data Entry, Payroll, Teamwork, Time Management, Team Leadership, Human Resources, Program Management, Access, Accounts Payable, Accounts Receivable, Sales Management, Account Management, ERP, Employee Relations, Process Improvement, Office Management, Outlook, Training, Leadership, Team Building, Budgets, Accounting, Management, Sales
Education
Ultimate Medical Academy 2010 — 2011
Medical Billing & Coding
Schuylkill Valley High School 1979 — 1991
High School Diploma
U.S. Department of Energy May 2013 - August 2013
U.S. Department of Energy August 2012 - May 2013
U.S. Department of Energy May 2012 - August 2012
Wells Fargo 2010 - 2011
Skills
Energy, Downstream Oil & Gas, Business Strategy, Snowboarding, Oil & Gas Industry, Financial Modeling, Due Diligence, Economics, Corporate Finance
Education
Tulane University - A.B. Freeman School of Business 2011 — 2013
Masters of Energy Management MNRG, OIl & Gas
Tulane University - A.B. Freeman School of Business 2011 — 2013
Master of Business Administration (MBA)
Deloitte Consulting September 2012 - Present
UP Global January 2012 - March 2012
Deloitte Consulting June 2011 - August 2011
Wells Fargo June 2010 - August 2010
Rady School of Management February 2009 - June 2010
GadLight March 2010 - April 2010
Skills
Program Management, Management, Management Consulting, Change Management, Research, Blogging, Business Process, Start-ups, Leadership, Organizational Design, Data Analysis, Microsoft Excel, PowerPoint, Entrepreneurship, Marketing Strategy
Education
University of California, San Diego 2008 — 2012
Management Science, Psychology
University of Córdoba (Spain) 2010 — 2010
UC Education Abroad Program
UCLA Anderson School of Management
Riordan MBA Fellows Program
Wells Fargo 2012 - Present
McDonald's Corporation May 2004 - September 2008
Gottschalks March 2008 - August 2008
Skills
Customer Service, Speak a Second Language, Fast-paced, Microsoft Word, Microsoft Excel, Team Building, Team Leadership, Executive Coaching
Education
Ultimate Medical Academy 2011 — 2012
Associate's degree, Medical Coding and Billing
Bartlet High School 2005 — 2008
High School diploma, General Education
Wells Fargo November 2013 - Present
Wells Fargo Advisors September 2008 - September 2013
US BANCORP INVESTMENTS AND INSURANCE, INC October 2005 - September 2008
KFORCE FINANCE & ACCOUNTING STAFFING August 2005 - September 2005
Swank Audio Visuals January 2002 - June 2005
KFORCE FINANCE & ACCOUNTING STAFFING May 2001 - December 2001
NUVOX COMMUNICATIONS September 2000 - May 2001
THE EARTHGRAINS COMPANY October 1999 - September 2000
SSM HEALTHCARE May 1997 - September 1999
MERCANTILE BANK OF ST. LOUIS, N.A March 1996 - May 1997
Skills
Financial Analysis, Accounts Payable, Financial Statements, Budgets, Account Reconciliation, Accounts Receivable, Fixed Assets, Variance Analysis, General Ledger, Forecasting, Payroll, Finance, Accounting, Analysis, Financial Reporting
Education
Tuskegee University 1989 — 1992
Bachelor of Science, Accounting
Hampton University 1988 — 1989
Accounting
Cardinal Ritter College Prep HS 1984 — 1988
Diploma
Wells Fargo February 2012 - April 2013
Wells Fargo & Co September 2009 - February 2012
Barclays Capital, London September 2004 - May 2009
UBS Investment Bank, London April 2003 - September 2004
BDO Stoy Hayward, LLP, London September 1998 - April 2003
Skills
Internal Audit, SOX, Accounting, Credit, Securities, Internal Controls, Fixed Income, Operational Risk, Auditing, Sarbanes-Oxley Act
Education
UCL 1995 — 1998
1st, Chemistry
Wells Fargo July 2014 - Present
Wells Fargo January 2012 - July 2014
Wells Fargo Bank January 2011 - January 2012
Wells Fargo Bank November 2009 - January 2011
Wachovia, A Wells Fargo Company January 2004 - November 2009
Skills
Banking, Commercial Banking, Risk Management, Credit, Capital Markets, Portfolio Management, Cash Management, Financial Services, Loans, Treasury Management, Credit Risk, Payments
Education
UCL 1993 — 1996
Wells Fargo October 2015 - Present
Mapa Research June 2014 - July 2014
Winn-Dixie March 2009 - August 2011
Skills
Customer Service, Microsoft Excel, Management, Microsoft Word, Leadership, PowerPoint, Strategic Planning, Project Management, Research
Education
UF Hough Graduate School of Business 2015 — 2017
Master’s Degree, Information Systems & Operations Management
University of Florida - Warrington College of Business Administration 2011 — 2015
Bachelor’s Degree, Finance, General, Senior
srmErnst Development Partners November 2013 - Present
W3 Partners, LLC October 2012 - October 2013
UCLA Anderson School of Management June 2010 - December 2012
Forest City Enterprises June 2011 - September 2011
Shamrock Real Estate April 2009 - August 2010
Wells Fargo September 2006 - October 2008
Self-Employed November 2005 - June 2006
El Gavilan Investments LP June 2005 - October 2005
Skills
Valuation, Financial Modeling, Market Research, Financial Analysis, Real Estate Investment, Market Analysis, Microsoft Excel, Financial Risk, Finance, Investment Properties, Investments, Due Diligence, Analytics, Entrepreneurship
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
Master of Business Administration (M.B.A.), Business Management, Urban Real Estate Investment, & Entrepreneurial Real Estate Development
University of Pennsylvania 2000 — 2005
Bachelor of Arts & Sciences, Philosophy, Political Science & Economics
Head-Royce School 1996 — 2000
Wells Fargo Securities September 2009 - Present
Anderson Student Asset Management Fund April 2012 - June 2013
Wells Fargo Securities October 2007 - August 2009
Wells Fargo May 2006 - October 2007
Wells Fargo Bank August 2004 - May 2006
Skills
Fixed Income, Structured Products, MBS, Bonds, Bloomberg, High Yield, Excel, Credit, Securities, Investments, Derivatives, Microsoft Excel, Capital Markets
Education
UCLA Anderson School of Management 2011 — 2014
MBA, Finance
University of California, Santa Barbara
BA, Business Economics
Wells Fargo March 2014 - Present
Wells Fargo November 2012 - March 2014
Charles Schwab June 2010 - November 2012
Wells Fargo Bank 2002 - 2005
Autodesk 1999 - 2002
Accenture 1997 - 1998
Price Waterhouse Management Consultants 1996 - 1996
SEI 1993 - 1995
United States Navy 1989 - 1993
Skills
Acquisition Integration, Banking, Business Development, Change Management, Competitive Intelligence, Consulting, Financial Services, Segmentation, Strategy, Marketing Strategy, Management Consulting, Marketing, Integrated Marketing
Education
St. Agnes St. Stephens
University of California, Los Angeles - The Anderson School of Management
MBA
University of Virginia
BA
Google May 2014 - Present
eBay August 2012 - April 2014
StyleTech 2010 - May 2012
UCLA Anderson School of Management September 2009 - June 2011
Hartzell Industrial Services October 2008 - June 2011
USMechatronics March 2008 - October 2008
Wells Fargo March 2005 - February 2008
Wells Fargo March 2004 - March 2005
Skills
Entrepreneurship, Data Analysis, Project Management, Management, Competitive Analysis, Financial Modeling, Market Research, Leadership, Business Strategy, User Experience, E-commerce, Product Management, Google Analytics, User Interface Design, Technology, Start-ups, Business Development, Marketing, Statistical Modeling, Augmented Reality, Kinect, Machine Vision, Patents, Fundraising, Product Marketing, Educational Technology
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA, Marketing/ Entrepreneurship
University of California, San Diego 2001 — 2003
B.A., Economics
Alamar Capital Management, LLC July 2014 - Present
Teddy Bear Cancer Foundation October 2009 - Present
Santa Barbara International Film Festival 2005 - Present
Wells Fargo 2004 - June 2014
Northern Trust July 1990 - December 2001
Arco 1979 - 1981
Skills
Alternative Investments, Management, Wealth Management, Asset Allocation, Real Estate, Investment Management, New Business Development, Budgets, Equities, Strategic Financial..., Mutual Funds
Education
University of California, Los Angeles - The Anderson School of Management 1981 — 1983
MBA, Finance
University of California, Los Angeles 1975 — 1979
BA, Economics
Archbishop John Carroll, Radnor, PA 1971 — 1975
HS
Renovate America February 2015 - Present
Global Analytics September 2013 - February 2015
Intuit May 2010 - September 2013
Intuit October 2008 - May 2010
Wells Fargo Small Business August 2006 - October 2008
Wells Fargo June 2005 - August 2005
Kaplan Inc., SCORE! 2004 - September 2004
Kaplan Inc., SCORE! 2001 - 2003
Kaplan Inc., SCORE! 2000 - 2001
Kaplan Inc., SCORE! 1999 - 2000
Skills
Product Marketing, Product Management, Analytics, Cross-functional Team..., Competitive Analysis, Marketing Strategy, SaaS, Strategic Partnerships, Strategy, Lead Generation, Direct Marketing, Marketing, Business Development, Program Management, Leadership, Product Development, Customer Experience, Customer Insight, Product Innovation, Management, User Experience, New Business Development, Multi-channel Marketing, User Experience Design, User Scenarios, User Stories
Education
UCLA Anderson School of Management 2004 — 2006
Masters in Business
University of Southern California 1995 — 1999
Bachelor
Sehome High School
Penn Davis McFarland, Inc. May 2015 - Present
Wells Fargo January 2011 - May 2015
GNI Capital January 2000 - January 2011
Gotham Capital Management June 1998 - December 1999
Salomon Smith Barney June 1996 - June 1998
Skills
Portfolio Management, Asset Allocation, Security Analysis, Alternative Investments, Tactical Asset..., Hedge Funds, Buy-side, Bloomberg Terminal, Equity Research, Sector Analysis, Fundamental Research, Stock Picking, Relative Value, Global Asset Allocation, Equity Valuation, Options Strategies, Technical Analysis, Hedging, Financial Modeling, Investment Strategies, Investments, Investment Management, Analysis, Research, Equities
Education
Tulane University - A.B. Freeman School of Business 1992 — 1996
BSM, Finance
Greenhill School 1979 — 1992
Wells Fargo September 2014 - Present
CVS Health May 2014 - Present
Skills
Computer/Technical..., Web Design, Graphic Design, People-oriented, Friendly Personality, Typing, Versatility, Flexibility, Fast Learner, Fast-paced, Microsoft Office, OS X, Vector Illustration, Telephone Skills, Dreamweaver, Time Management, Dependable Team Player, Always Punctual, Flyers, Phone Etiquette, Cash Register, Always Willing to Learn, Cash Handling Experience, Highly responsible, Close Attention to..., Clerical Skills, Photoshop, Business Cards, Adobe Creative Suite, Apparel, Customer Service, Sales, Team Building
Education
Ultimate Medical Academy 2010 — 2015
Associate’s Degree, Health Services/Allied Health/Health Sciences, General
Pahokee High School 2007 — 2011
High School Diploma, General Studies
The Mironov Group December 2014 - July 2015
Fabian & Byrn LLC June 2010 - December 2014
MSPC Certified Public Accountants and Advisors 2008 - 2010
Wells Fargo 2005 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Kean University 2005 — 2007
B.S. Accounting
Union County College
Associate of Arts (A.A.)
Wells Fargo January 2011 - Present
Wells Fargo Bank January 2008 - 2010
Wells Fargo October 2007 - June 2008
Leo Burnett 2005 - 2007
Leo Burnett 2001 - 2006
State Street Corporation January 2000 - January 2001
The Salisbury School 2000 - 2000
Skills
Email Marketing, Integrated Marketing, Online Advertising, Digital Marketing, Direct Marketing, Strategy, Advertising, Creative Direction, Product Management, Marketing, Copywriting, Online Marketing, Segmentation, Cross-functional Team..., Marketing Management, Corporate Branding, Management
Education
Union College 1996 — 2000
Bachelor of Arts, English
Union College 1996 — 2000
Bachelor's degree
Social Venture Partners Los Angeles June 2015 - Present
Aon September 2011 - August 2012
Marsh 1997 - 2011
First Interstate Bank (acquired by Wells Fargo) 1994 - 1996
First Professional Bank (acquired) 1992 - 1993
Wells Fargo 1986 - 1992
Union Bank 1983 - 1986
Skills
Business Development, Strategy, Management, Insurance, Risk Management, Leadership, CRM, Brokers, Commercial Insurance, Professional Liability, Banking, New Business Development, Risk Financing, Mergers, Talent Management, D&O, Mergers & Acquisitions, Finance, Underwriting, Financial Analysis
Education
UCLA Anderson School of Management
MBA
University of California, Berkeley
BA
Wells Fargo March 2015 - Present
Wells Fargo March 2014 - March 2015
Vanquish Marketing Group Inc. January 2013 - January 2014
University of California, Riverside, Division 1 NCAA Men’s Soccer August 2008 - June 2012
Education
University of California, Riverside 2008 — 2012
Bachelor of Science, Business Administration
UCLA Anderson School of Management 2014 — 2015
UCLA Extention 2015 — 2015
Currently seeking employment mississippi gulf Coast 2015 - Present
Wells Fargo January 2012 - April 2015
ACCO Brands 2010 - October 2011
A Southern Season September 2008 - March 2010
VIF Program July 2008 - November 2008
BancorpSouth Trust September 2002 - May 2007
Transamerica Retirement Services October 2000 - March 2002
Mint Museum Gift Shops Retail Sales September 1999 - April 2001
First Union National Bank (Wachovia) August 1997 - October 2000
Kimberly-Clark Corporation August 1992 - August 1997
Skills
Full cycle recruiting, Cold Calling, Customer Relations, Employee Benefits, Demos, Pre-sales, Administration, Team Building, Data Analysis, Fundraising, Financial Reporting, HRIS, Insurance, Microsoft Office, Non-profits, Organizing, Planning, Retail, Problem Solving, Teamwork, Vendor Management, Trust Services, Lead Generation, Call Center, Banking Relationships, New Hire Orientation, E-Verify, Clinical Research, Human Resources, Hiring, Customer Service, Interviews, Sales, Applicant Tracking..., Benefits Administration, New Hire Orientations, Recruiting, Event Planning
Education
Tusculum College 1991 — 1993
Bachelor of Science Degree
Wells Fargo January 2010 - Present
Merrill Lynch September 1987 - September 2009
Education
Tulane University - A.B. Freeman School of Business 1983 — 1987
BSM, Finance
Wells Fargo January 2014 - October 2014
Card Acquisition LLC February 2010 - March 2010
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Programming Languages, Python, SQL, Microsoft SQL Server, Data Entry, Online Data Entry, Customer Service, Financial Transactions
Education
Udacity 2014 — 2016
Computer Science, Exceeds expectations
T.F. Riggs High School 2008 — 2012
Wells Fargo March 2015 - Present
Wells Fargo December 2013 - March 2015
24 Hour Fitness June 2011 - December 2013
Chase December 2006 - September 2009
Wells Fargo January 2005 - December 2006
Skills
Personal Training, Biomechanics and..., TRX Suspension Training, Group Training, Cpr Certified, Management, Training, Leadership, Sales, Fitness, Coaching, Business Banking, New Business Development, Small Business, Consumer Lending, Small Business Lending, Networking, Commercial Banking, CPR Certified, Credit, Banking
Education
Tyler Junior College 2001 — 2003
Associate's degree, General Studies
University of Phoenix - Dallas
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wells Fargo July 2013 - Present
Goldman Sachs May 2012 - August 2012
Coast Asset Management August 2008 - March 2011
Allied Financial Assistance Program 2007 - 2011
KPMG 2006 - 2008
HK Trading Company 1999 - 2006
Skills
Entrepreneurship, Hedge Funds, Financial Analysis, Valuation, Due Diligence, Risk Management, Investments, Accounting, Private Equity, Corporate Finance, Financial Services, Asset Management, Portfolio Management, Equities, Financial Modeling
Education
Anderson School at UCLA 2011 — 2013
MBA, Finance and Entrepreneurship
University of California, Los Angeles 2002 — 2006
BA, Business Economics, Accounting
Wells Fargo April 2014 - Present
Wells Fargo 2009 - April 2014
Wells Fargo October 2006 - 2009
Enterprise Rent-A-Car July 2005 - October 2006
Skills
Mergers, Corporate Finance, Debt, Capital Markets, Portfolio Management, Mergers & Acquisitions, Investments, Corporate Law, Securities, Private Equity, Management, Business Development, Finance, Valuation
Education
UCLA Anderson School of Management 2013 — 2016
Master of Business Administration (M.B.A.)
University of Oregon - Charles H. Lundquist College of Business 2000 — 2005
BS, Marketing and Finance
KWI September 2014 - Present
Kate Spade & Company October 2012 - October 2014
GameStop December 2007 - August 2012
Wells Fargo January 2011 - October 2011
Skills
Active Directory, Technical Support, Troubleshooting, Customer Service, Windows XP, Windows Server, Windows 7, Microsoft Office, Microsoft Excel, Microsoft Word, Support Center, C#, VNC, Footprints, Epicor, Command Prompt, Ipconfig, MySQL, Batch Files, Image Processing, Symantec Endpoint...
Education
Valencia College 2010 — 2011
English Language and Literature, General
Union County College 2007 — 2010
Game and Interactive Media Design
Wells Fargo June 2014 - January 2015
Wells Fargo July 2013 - June 2014
The Bon Ton Stores Inc. May 2013 - September 2013
Health Revolution April 2012 - June 2012
Collin Street Bakery, Inc. January 2012 - March 2012
Teen Mania Ministries June 2011 - January 2012
Teen Mania Ministries August 2010 - August 2011
Teen Mania Ministries August 2009 - April 2010
Teen Mania Ministries August 2008 - August 2009
Skills
Social Networking, Data Entry, Leadership, Fundraising, Event Planning, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Customer Service, Volunteer Management, Social Media, Event Management, Community Outreach, Public Relations, Strategic Planning, Training, Sales, Recruiting, Nonprofits, Management
Education
Tyler Junior College 2010 — 2012
Honor Academy's Executive Track 2010 — 2011
Executive Leadership
Elkhart Christian Academy 2004 — 2008
College Prep
LearnVest, Inc. August 2014 - Present
Nanny February 2010 - July 2014
Wells Fargo January 2007 - August 2009
Skills
Fundraising, Personal Financial..., Childcare, Event Planning, Social Media, Nonprofits, Community Outreach
Education
UCLA Extension 2015 — 2017
Certificate of Financial Planning, Financial Planning and Services
Arizona Christian University 2005 — 2009
BS in Business Administration
Nationwide Insurance June 2006 - Present
Wells Fargo November 2002 - June 2006
First Capital Mortgage November 2000 - November 2002
Delta Funding August 1998 - November 2002
National Consumer Services July 1996 - August 1998
Beneficial Financial Group April 1993 - July 1996
Skills
Insurance, Leadership, Underwriting, Process Improvement, Risk Management, Credit, Management, Conflict Resolution, Program Management, Financial Analysis, Strategic Planning, Banking, Business Analysis, Coaching, Performance Management, Access, Mortgage Lending, Vendor Management, Microsoft Excel, Employee Benefits, Project Management, Loans, Operations Management, Software Documentation, Forecasting, Training, Analysis, Team Building, Customer Service, Property & Casualty..., Workers Compensation, Time Management, Call Centers, Life Insurance, Finance, Claim
Education
University of Phoenix 2007 — 2009
MBA
Tuskegee University 1987 — 1992
BS
Noble Group August 2013 - Present
Prediction Machine April 2012 - March 2013
Wells Fargo May 2012 - August 2012
MNS Real Estate May 2011 - August 2011
Options for College, Inc. June 2010 - August 2010
Money Concepts June 2008 - August 2008
Skills
Microsoft Excel, Moodys Risk Analysis, Credit View, Microsoft Office, Accounting, Sports Modeling, Sports, Market Research, Finance, Analysis, Financial Analysis, Strategy, Financial Reporting, Management, Leadership
Education
Tulane University 2009 — 2013
Bachelors, Finance/Energy
Wells Fargo September 2015 - Present
Wells Fargo November 2014 - September 2015
Wells Fargo August 2013 - November 2014
Whitney National Bank June 2011 - August 2013
Tulane University January 2009 - May 2011
New Orleans Harley-Davidson June 2010 - August 2010
The Learning Team June 2009 - August 2009
Skills
Microsoft Office, Excel, Access, Word, PowerPoint, Outlook, Microsoft Excel, Sales, Microsoft Word, Credit, Credit Analysis, Corporate Finance, Valuation
Education
Tulane University 2008 — 2012
BSM, Finance
HSBC Global Banking and Markets January 2015 - Present
Cambridge Mercantile Group October 2012 - December 2014
BCA Research November 2011 - September 2012
Lumni USA March 2011 - November 2011
Wells Fargo May 2006 - February 2011
Skills
Foreign Exchange, Foreign Exchange..., Foreign Exchange Risk..., Foreign Currency, Foreign Currency..., Foreign Currency..., Currency, Currency Exchange, Risk Management, Risk Assessment, Payments, SWIFT payments, Electronic Payments, Derivatives, FX Derivatives, FX Options, Options Strategies, Options, Capital Markets, International Capital..., International Banking..., Banking, Credit, Loans, Treasury Management
Education
Tulane University - A.B. Freeman School of Business 2001 — 2005
BSM, Finance
Toyota Financial Services August 2015 - Present
UCLA Anderson School of Management March 2015 - June 2015
Wells Fargo Private Bank August 2013 - November 2014
Wells Fargo December 2010 - August 2013
RNC Genter Capital Management 2009 - February 2011
RNC Genter Capital Management 2009 - March 2010
RNC Genter Capital Management July 2006 - March 2009
RNC Genter Capital Management December 2005 - June 2006
Skills
Bloomberg, Fixed Income, Equities, Portfolio Management, Financial Modeling, Asset Management, Investments, Financial Analysis, Bonds, Trading, Asset Allocation, Analysis, Banking, Securities, Investment Management, Economics, Credit
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (MBA)
University of California, Los Angeles 2001 — 2005
BA, Economics
SolarCity January 2015 - Present
Whitaker Design 2011 - Present
MyPoints.com October 2014 - December 2014
Red Book Connect March 2014 - July 2014
Wells Fargo 2011 - 2014
Design for Context 2013 - 2013
Chevron 2013 - 2013
AP42 2013 - 2013
Sylvan Learning 2013 - 2013
The Optical Society (OSA) 2013 - 2013
Skills
User-centered Design, Product Development, Business Strategy, Interaction Design, Mobile Applications, Human Computer..., Information Architecture, Usability Testing, Product Management, Design Thinking, Rapid Prototyping, Usability, User Experience, User Experience Design, Design Strategy, User Interface Design, User Interface, Product Design, Solutions Design, Competitive Analysis, Business Analysis, Contextual Inquiry, User Research, Ethnography, User Scenarios, Wireframes, Visual Design, Agile Methodologies, Social Networking, Mobile Product..., Financial Services, Location Based Services, Digital Marketing, CRM, Security, PSIM, Architecture, CAD/CAM, 3D, Contextual Design, GIS, Design Management, Persona, Start-ups, Start-up Consulting, Usability Engineering, Service Design, Mobile Design, Creative Strategy, Content Strategy
Education
University of California, Berkeley 1989 — 1994
BA, College of Environmental Design - Architecture
UC Berkeley College of Environmental Design
Bachelor's degree, Architecture
Fortuna Medical Technologies September 2013 - Present
Hewlett-Packard February 2010 - February 2011
Xerox August 2006 - September 2007
Wells Fargo July 2005 - October 2005
Oracle March 2002 - December 2002
Synopsys June 1998 - May 1999
Skills
Software Engineering, Software Design, Enterprise Architecture, UML, Java, BPMN, Data Warehousing, Data Modeling, Home Health Agencies, C++, AJAX
Education
UCL 1990 — 1991
Postgraduate Diploma, International Law
University of Westminster
Master of Science (MSc), Information Systems Design
NRG Energy May 2014 - Present
SunPower Corporation October 2012 - April 2014
SunPower Corporation August 2008 - October 2012
Sun Microsystems August 2007 - August 2008
Sun Microsystems June 2006 - August 2007
Hewlett Packard June 2004 - September 2004
Wells Fargo July 2001 - July 2004
Skills
Corporate Finance, Financial Reporting, Business Development, Business Planning, Cross-functional Team..., Finance, Analysis, Business Strategy, CRM, Contract Negotiation, Marketing, New Business Development, Product Development, Program Management, Project Management, Renewable Energy, Solar Energy, Strategic Partnerships, Strategy
Education
UCLA Anderson School of Management 2004 — 2006
MBA
University of California, Los Angeles 2004 — 2006
MBA
University of California, San Diego 1997 — 2001
B.S.
Iolani 1991 — 1997
Sinclair Broadcast Group October 2014 - Present
Advocare 2012 - Present
Starbucks November 2013 - August 2014
Sutherlin School District September 2013 - June 2014
Roseburg Public Schools January 2013 - June 2013
Neighborworks Umpqua June 2012 - January 2013
Wells Fargo July 2008 - August 2009
Coldwell Banker United October 2004 - February 2008
Skills
Customer Service, Microsoft Word, Real Estate, Notary Public, Administrative..., Wordperfect, Calendaring, Telephone Skills, Outlook, Filing, Data Entry, Office Management, Travel Arrangements, File Management, Office Administration, Legal Documents, Referrals, Loans, 10 Key, QuickBooks, Wellness Coaching, Modeling, Traffic Management, Multi-line Phone, Television, Creative Services, Nutritional Counseling, Microsoft Office, Public Speaking, Microsoft Excel
Education
Umpqua Community College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Legal Assistant/Paralegal
Roseburg High School 1997 — 2001
Diploma, General Studies, Majore iin Spanish, Art and AutoCad
Wells Fargo December 2014 - Present
Wells Fargo September 2013 - Present
Wells Fargo 2010 - September 2013
multiple commercial banks 2003 - 2010
Skills
Commercial Lending, Financial Analysis, Entertainment Industry, Financial Modeling, Investment Banking, Loans, Credit, Treasury Management, Credit Analysis, Portfolio Management, Due Diligence, Valuation, Investments, Corporate Finance, Finance, Commercial Banking, Mergers & Acquisitions, Management, Banking
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.), Finance and Organizational Behavior
University of California, Los Angeles
Certificate in Accounting, Accounting
University of California, Santa Barbara
B.A., Political Science, Public Policy
Wells Fargo January 2013 - Present
Wells Fargo Bank May 2011 - November 2012
Wells Fargo Bank October 2008 - May 2011
Kaiser Permanente July 2006 - October 2008
Skills
SAS programming, VBA, SQL, Statistical Modeling, Basel II, Basel III, Counterparty Risk
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2011
MBA
University of Southern California 2004 — 2005
M.S., Operations Research Engineering
University of California, Berkeley 2000 — 2004
B.A., Applied Mathematics
Wells Fargo April 2012 - Present
Wells Fargo April 2012 - 2014
Skills
FHA financing, Mortgage Underwriting, Data Analysis, Policy Analysis, Financial Risk, Microsoft Office, Lotus Notes, Fraud Detection, VA loans, Government Loans, Tax Returns, Communication Skills, Leadership, Management
Education
Tuskegee University 1996 — 2000
Wells Fargo Home Mortgage April 2014 - Present
Wells Fargo Home Mortgage January 2011 - April 2014
Wells Fargo October 2006 - October 2010
Wells Fargo Financial October 2001 - October 2006
Norwest Financial and Fidelity Financial 1991 - 2000
Skills
coaching, customer..., Coaching, Profit, Business Planning, Leadership, Performance Management, Change Management, Customer Service, Leadership Development, Employee Training, Account Management, Strategy, Loans, Consulting, Strategic Planning, Analysis, Banking, Mortgage Lending, Insurance, Financial Risk, Credit, Operations Management, Marketing, Project Planning, Human Resources, Employee Relations, Retail, New Business Development, Management, Process Improvement, Business Process, Organizational..., Financial Analysis, Hiring, Call Centers, Business Analysis, Risk Management, Program Management, Financial Services, Cross Selling, Strategic Financial..., Customer Retention, Customer Experience, Forecasting, Cross-functional Team..., Vendor Management, Policy, Business Process..., Software Documentation, Negotiation
Education
Tuskegee University
Bachelor of Science (BS), Business Administration and Management, General
Coupons.com 2012 - Present
Yahoo! 2008 - 2011
PayPal June 2007 - August 2007
PayPal 2003 - 2006
Wells Fargo 2002 - 2003
Skills
Product Marketing, Product Management, Strategy, Digital Marketing, E-commerce, Monetization, Competitive Analysis, Online Advertising, Digital Media, Marketing
Education
UCLA Anderson School of Management
MBA
University of California, Berkeley
Bachelor of Arts
Wells Fargo August 2015 - Present
Office of Senator Mark Warner 2009 - July 2015
BKSH & Associates Worldwide February 2007 - December 2008
Campaign Finance Consultants 2003 - 2007
Skills
Legislative Affairs, Politics, Legislative Relations, Coalitions, Public Speaking, Policy Analysis, Legislation, Political Campaigns, Grassroots Organizing, Legislative Research, Public Policy, Political Communication, Political Consulting
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2011
MBA
Tulane University - A.B. Freeman School of Business 1999 — 2003
Finance, Spanish
Wells Fargo April 2007 - Present
Prudential Securities May 2005 - March 2007
Prudential Securities March 2002 - May 2005
Merck 1995 - 2002
Skills
Medical Devices
Education
NYU Stern School of Business 1989 — 1991
Master of Business Administration (MBA), Finance, General
Tulane University 1983 — 1987
Bachelor of Arts (B.A.), Political Science
Wells Fargo May 2012 - Present
Wachovia December 1998 - Present
Wachovia December 1998 - May 2000
Equifax January 1995 - January 1999
Equifax January 1985 - January 1999
Equifax January 1985 - July 1998
Equifax January 1993 - December 1994
Equifax July 1988 - December 1994
Skills
Portfolio Management, Management, Program Management, Credit, Consumer Lending, Vendor Management, Relationship Management, Mergers, Credit Risk, Finance, Strategic Planning, Sales, Banking, Financial Services, Marketing, Mortgage Banking, Process Improvement, Loan Origination, Credit Analysis, Analytics, Customer Service, Operational Risk, Business Process..., Financial Risk, Budgets, Mortgage Lending, Contract Negotiation, Retail Banking, Account Management, Loans, Risk Management, Credit Cards, Requirements Analysis
Education
Tulane University 1982 — 1988
BS, Computer Information Services
Wells Fargo Bank November 2006 - Present
Wells Fargo November 1999 - November 2006
Bank of America April 1992 - November 1999
Security Pacific Bank November 1982 - April 1992
Pertec November 1978 - 1981
Skills
Portfolio Management, Analytics, Financial Analysis
Education
UCLA Anderson School of Management 1980 — 1982
MBA, Finance
Chaffey High
University of California, Los Angeles
Wells Fargo 2009 - Present
Wachovia, A Wells Fargo Company March 1992 - June 2009
Henderson Advertising 1984 - 1992
Maritz Motivation June 1982 - June 1984
Stolz Advertising March 1981 - June 1982
Education
Tulane University - A.B. Freeman School of Business 1978 — 1980
MBA, Marketing
Tulane University 1974 — 1978
BA, English
Carrot Top Treats Baking Company August 2013 - Present
CommonKindness January 2012 - January 2015
House Properties, LLC January 2007 - December 2011
Various July 2000 - December 2006
The Clorox Company June 1997 - March 2000
Hunt-Wesson April 1996 - September 1996
Wells Fargo July 1994 - July 1995
Skills
Strategic Partnerships, Start-ups, Marketing, Online Advertising, Email Marketing, SEO, Marketing Communications, Lead Generation, Management, Social Media
Education
University of California, Los Angeles - The Anderson School of Management
MBA, Marketing
University of Michigan
BA, Economics
Wells Fargo June 2002 - Present
Quadrant Capital January 1995 - June 2002
Barclays Capital September 1990 - January 1995
Skills
Capital Markets, Fixed Income, Financial Structuring, Investment Banking, Securitization, Portfolio Management, Banking, Derivatives, Structured Finance, Hedge Funds
Education
UCL 1987 — 1988
MA Area Studies, Latin American Economics
University of Manchester 1984 — 1987
BA(Econ), Economics and Politics
Wells Fargo August 2014 - Present
Wells Fargo 1994 - Present
Skills
Social Media, Social Networking, Leadership, Team Building, Customer Service, Microsoft Office, Marketing, Sales, Social Media Marketing, Public Relations, Marketing Strategy, Public Speaking, Strategic Planning, Event Planning
Education
Winthrop University 1990 — 1994
BA English, English, Communications, Theatre
UCLA Anderson School of Management
Certification, Black/African American Leaders Program
Wells Fargo 1997 - Present
Skills
SDLC, Business Analysis, Requirements Analysis, Software Project..., Management, SQL, Java, Unix, Risk Management, Microsoft Office
Education
Tunghai University
University of North Carolina at Charlotte
MS, Computer Science
Wells Fargo September 2009 - Present
Wachovia Bank 2004 - 2009
SouthTrust Bank 2002 - 2004
Bank One 2000 - 2002
Bank One 1998 - 2000
First Commerce Corporation, New Orleans 1994 - 1998
First Commerce Corporation, New Orleans 1985 - 1994
Education
Tulane University - A.B. Freeman School of Business
BS, Management
Winton Capital Management August 2015 - Present
Gotham Asset Management, LLC October 2014 - June 2015
Gotham Asset Management, LLC September 2012 - October 2014
Gotham Asset Management, LLC February 2010 - August 2012
Wells Fargo April 2009 - February 2010
Maize Asset Management May 2008 - November 2008
Education
Tulane University 2007 — 2008
Master of Finance
Tulane University 2003 — 2007
BSM, Finance
Tenafly High School 1999 — 2003
US Bank Executive Vice PresidentBank of the West2005 - 2007
Wells Fargo 1995 - 2005
First Chicago Bank 1980 - 1995
Bank One (First Chicago) 1980 - 1995
Education
UCLA Anderson School of Management 1993 — 1995
MBA
UCLA Anderson School of Management 1993 — 1995
MBA
Pacshore Partners July 2015 - Present
The Ratkovich Company April 2015 - July 2015
Allconnect April 2012 - July 2015
Allconnect June 2011 - April 2012
Allconnect February 2011 - June 2011
Allconnect April 2008 - February 2011
Novare Group June 2007 - March 2008
Wells Fargo June 2006 - February 2007
Skills
Process Improvement, Forecasting, Financial Modeling, Microsoft Excel, Account Management, Financial Analysis, Business Analysis, Budgets, Finance, Strategic Planning, Business Intelligence, Strategy, Management, Analysis, Leadership, Customer Service, Sales, Cross-functional Team..., Program Management, Project Management, Marketing
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (MBA), Real Estate Development
University of Arizona 2003 — 2007
Bachelor of Science, Business Management
Wells Fargo 2001 - Present
Bank of America 1980 - 2001
Skills
Financial Reporting, Corporate Finance, Accounting, Managerial Finance, Cash Flow, Internal Controls, Financial Risk, Investments, Valuation, Financial Accounting, Forecasting, Variance Analysis, Auditing, Internal Audit, Financial Audits, Financial Services
Education
UCLA Anderson School of Management
MBA, Accounting and Finance
Mizuho Securities USA Inc. December 2014 - Present
Houlihan Lokey April 2012 - December 2014
Credit Suisse July 2011 - April 2012
Houlihan Lokey September 2007 - July 2009
KeyBanc Capital Markets September 2006 - August 2007
Wells Fargo July 2005 - August 2006
Skills
Valuation, Private Placements, Capital Markets, High Yield, Leveraged Finance, Investment Banking, Financial Modeling, Due Diligence, Mergers & Acquisitions, LBO, Private Equity, Finance, Bloomberg, Financial Structuring, Investments, Corporate Finance
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
Master of Business Administration (MBA)
University of Washington, Michael G. Foster School of Business 2001 — 2005
Business Administration, Finance
Wells Fargo March 2015 - Present
Wells Fargo January 2010 - February 2015
Wells Fargo June 2005 - January 2010
Skills
FHA, Loan Origination, Refinance, Mortgage Lending, Referrals, Real Estate Transactions, Mortgage Banking, Real Estate, Loans, Real Estate Financing, Residential Mortgages, Investments, Banking, Finance
Education
Tulane University
Chevron May 2013 - Present
Private Practitioner and Consultant 2012 - Present
Wells Fargo February 2010 - March 2012
Social Work prn February 2002 - February 2004
Wells Fargo February 1990 - September 2001
Skills
Change Management, Corporate Wellness, Management Consulting, HR Policies, Culture Change, Behavioral Health, Meeting Facilitation, Quality Improvement, Coaching, Training & Development, Employee Assistance..., EAP, Workshop Facilitation, Performance Management, Training, Employee Training, Psychology, Organizational..., Mental Health, Corporations, Psychotherapy, Human Resources, Executive Coaching, Crisis Intervention, Healthcare, Program Management, Management, Social Services, Conflict Resolution, Organizational..., Personal Development, Career Development, Case Management, Career Counseling, Program Development, Leadership Development, Staff Development, Policy, Resume Writing, Google Groups, Succession Planning, Nonprofits, Interviews, Supervisory Skills
Education
University of San Francisco 1998 — 2000
MA, Human Resouces/Organization Development
Tulane University
MSW, Social Work
Wells Fargo October 2013 - May 2015
Wells Fargo April 2013 - October 2013
Standard and Poor's March 2011 - March 2013
Freddie Mac July 2010 - December 2010
Freddie Mac January 2010 - July 2010
Sony Pictures Entertainment June 2009 - August 2009
Citigroup June 2008 - August 2008
Skills
Financial Modeling, Fixed Income, Valuation, Capital Markets, Financial Analysis, Corporate Finance, Bloomberg Terminal, Securitization, Finance, Structured Finance, Analysis
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2006 — 2010
BS, Finance
Wells Fargo 2005 - Present
Advanced Energy, Perot Systems, and Ascential Software 2002 - 2005
Sun Microsystems 1991 - 2001
Harris Farinon 1987 - 1991
Harris Microwave Semiconductor/Litton 1982 - 1987
Hewlett-Packard Instrumentation Division 1981 - 1982
Skills
Oracle, Data Warehousing, SQL, Microsoft SQL Server, ETL, PL/SQL, C#, Java, Unix Shell Scripting, Visual Studio, Web Development, Windows Server, Web Applications, OOP, Datastage, XML, Software Development, Teradata, Business Intelligence, Perl, Databases, Database Design, Unix, SSIS, Analysis Services, OLAP, Shell Scripting, Job Sch
Education
UCLA Anderson School of Management 1979 — 1981
MBA, Finance/Accounting/Computer and Information Systems, With Honors - Top 10%+ in class
UCLA 1971 — 1976
BA, Economics
Wells Fargo December 2012 - Present
Bank of America Merrill Lynch April 2004 - April 2012
Bank of America Merrill Lynch March 2001 - April 2004
Fleet Securities, Inc. July 1993 - March 2001
Skills
Fixed Income Products, Economics, Client Retention, Sales Presentations, Strategy Development, Team Leadership, Client Presentation, Liquidity Management, Series 7, Series 63, Series 24, New Business Development, Capital Markets, Asset Management, Fixed Income, Securities, Portfolio Management, Commercial Banking, Mutual Funds, Derivatives, Credit, Investment Strategies, Investments, Treasury Management, Cash Management, Asset Allocation, Banking, Financial Risk, Customer Retention, FINRA, Financial Services, Strategy, Bonds, Wealth Management, Relationship Management, Alternative Investments, Equities, Hedge Funds, Bloomberg, Credit Analysis, Investment Advisory, Public Speaking, Interpersonal..., Private Banking
Education
Tulane University
Bachelor of Arts (B.A.)
Harvesters Federal Credit Union March 2011 - Present
Regions Financial Corporation July 2010 - December 2010
Trident Home Loans May 2009 - June 2010
Hancock Bank July 2008 - May 2009
Wells Fargo August 2005 - July 2008
Aegis Lending November 2004 - August 2005
CompuCom March 1996 - September 2004
Skills
USDA Rural Housing, Sales, Microsoft Office, Risk Management, Customer Service, Team Leadership, Microsoft Excel, Government Loans, FHA, HomePath, Credit, Mortgage Lending, Loans, Consumer Lending, Refinance, Banking
Education
Tulsa Community College 1982 — 1984
Wells Fargo December 2014 - Present
Wells Fargo April 2012 - Present
Wells Fargo August 2010 - March 2012
Wells Fargo Bank May 2008 - August 2010
Wells Fargo September 2005 - May 2008
Skills
Financial Modeling, Financial Analysis, Business Analysis, Management Consulting, Business Strategy, Analytics, Strategy, Financial Services, Valuation, Marketing, Portfolio Management, Financial Risk
Education
Anderson School at UCLA 2010 — 2013
Master of Business Administration (MBA), Strategy and Finance
University of California, Los Angeles 2001 — 2005
Bachelor of Arts (B.A.), Economics and Political Science (International Relations)
Southern California Edison November 2007 - May 2009
Transamerica September 1998 - July 2007
Great Western Bank November 1996 - April 1998
Wells Fargo October 1986 - October 1996
Education
UCLA Anderson School of Management 1977 — 1979
MBA, Finance/Marketing
University of Michigan 1973 — 1977
BA, Economics
WELLSFARGO BANK May 2014 - Present
WACHOVIA February 2013 - June 2014
Wells Fargo January 2008 - February 2013
Skills
Banking, Credit, Loans, Retail Banking, Consumer Lending, Commercial Banking, Customer Service, Mortgage Lending, Cross Selling, Call Centers, Customer Satisfaction, ITIL, Process Improvement, Relationship Management, Small Business Lending
Education
Union College 1985 — 1991
TIAA-CREF April 2014 - Present
Texas A&M University-Commerce February 2014 - March 2014
LegacyTexas Bank October 2013 - January 2014
ViewPoint Bank 2011 - 2013
JPMorgan Chase 2009 - 2011
Wells Fargo February 2009 - November 2009
Citigroup 2008 - 2009
Brookshire Grocery Company 2002 - 2008
Skills
Loans, Mortgage Lending, Banking, Consumer Lending, Finance, Investments, Credit Cards, Lines Of Credit, Home Equity Loans, Wealth Management, Real Estate, Securities, Foreclosures, Payments, Credit, Accounts Payable, Customer Service, Risk Management, Insurance, Commercial Banking, Accounting, Sales, Cross Selling, Underwriting, Auditing, Branch Banking, Deposits
Education
Texas A&M University-Commerce Graduate School of Business and Entrepreneurship 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.5 GPA
Texas A&M University-Commerce 2005 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration, GPA 3.3
Tyler Junior College 2004 — 2005
Business Administration and Management, General
Wells Fargo May 2003 - Present
Skills
Business Analysis, Process Improvement
Education
UCLA Anderson School of Management 1980 — 1982
MBA
Wells Fargo July 2013 - Present
Wells Fargo October 2012 - June 2013
Wells Fargo November 2010 - October 2012
Wells Fargo November 2008 - April 2010
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Cross Selling, Loans, Mortgage Lending, Organizational..., Project Management, Relationship Management, Retail Banking, Small Business Lending, Social Networking, Loan Origination, Credit Analysis
Education
UCLA Anderson School of Management 2012 — 2012
Executive Education - Wells Fargo Leaders Program, Management, Certificate
University of Puerto Rico 2004 — 2007
BA, Business Administration - Finance/Management
University of Puerto Rico 2001 — 2004
Chemistry / Business Administration, Natural Science - Industrial Chemstry
Wells Fargo August 2009 - February 2010
Bank of America October 2004 - February 2009
IRS, United Kingkdom July 1988 - August 2003
Education
University of Jos 1982 — 1986
Bachelor of Science
UCL 1978 — 1982
O'Levels
Moonlighting Solutions, LLC August 2014 - Present
Cone Health September 2013 - July 2014
Wells Fargo 2012 - 2013
UBS 1986 - 2003
Skills
Customer Service, Multitasking Skills, Friendly Personality, Teamwork, Coaching, Team Building, Leadership, Microsoft Office, Sales, Time Management
Education
Union College
Bachelor of Arts (B.A.), Managerial Economics
Eli Lilly and Company September 2013 - 2014
Wells Fargo January 2012 - July 2013
Malt O Meal Co October 2011 - December 2011
Wells Fargo November 2009 - August 2011
Duty Free Americas October 2008 - 2009
Wells Fargo October 2006 - July 2008
Skills
Programming, Perl, SQL, Oracle PL/SQL, ETL, Unix/Linux, DBIx::Class, Multi-paradigms, Python, Dynamic Languages, Git, Java, JavaScript, C
Education
University of Madras 1998 — 2002
Bachelor's Degree, Computer Science and Engineering
Umeå University
Computing Science
South Texas Rural Health Inc November 2014 - Present
Guadalupe National Bank June 2014 - October 2014
wooodforest National Bank September 2013 - June 2014
Wells Fargo April 2012 - September 2013
Skills
Retail Banking, Medical Billing, Microsoft Office, Microsoft Excel, Microsoft Word, Management, Cash Management, Substance Abuse..., Medical Terminology, Medical Records, Financial Reporting, Financial Services, PowerPoint
Education
Ultimate Medical Academy 2010 — 2012
Associate's degree, Medical Insurance Specialist/Medical Biller
E L Broady Academy 2010 — 2010
High School Diploma, Honors/Regents High School