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
Wells Fargo January 2014 - April 2014
Visa April 2008 - December 2013
Wells Fargo June 2005 - April 2008
Wells Fargo August 2001 - May 2005
InnoVentry Corp., a Wells Fargo joint venture April 1999 - November 2000
Wells Fargo August 1995 - April 1999
Providian Financial April 1991 - August 1995
Homestead Savings August 1989 - April 1991
Clark Nuber November 1986 - August 1989
Education
University of California, Berkeley
Master of Business Administration (MBA), Finance
University of Washington
Bachelor of Arts (B.A.), Business Administration (Accounting), Philosophy (double degree)
Coloplast May 2013 - Present
Fish & Richardson P.C. May 2012 - March 2013
BSR (Business for Social Responsibility) May 2010 - March 2012
AFIS 2008 - 2010
Lawrence Berkeley National Laboratory January 2008 - November 2008
Wells Fargo 2006 - 2008
Skills
Fluent in Cantonese, International Human..., Youth Mentoring, Payroll, Payroll Software, Employee Benefits, Generalist, HR Solutions, Global HR, HRIS, Human Resources, Management, Customer Service, Recruiting, Personnel Management
Education
UC Berkeley 2005 — 2012
Bachelor of Arts, Mass Communications
AAA Northern California, Nevada & Utah 2013 - Present
AAA Northern California, Nevada & Utah 2008 - 2013
California State Automobile Association 1987 - 2008
Wells Fargo 1982 - 1986
Skills
Strategy, Marketing, Business Process..., Project Management, Cross-functional Team..., Competitive Analysis, Business Development, New Business Development, Business Strategy, Consensus Building, Employee Training, Cartography, Geography, Adobe Creative Suite, Mac, Demographics, Product Management, Due Diligence
Education
University of California, Berkeley 1977 — 1981
BA, Economics
Wells Fargo November 2001 - Present
manageStar January 2001 - October 2001
myTurn.com January 2000 - January 2001
Rapid Logic March 1998 - January 2000
Geoworks September 1990 - March 1997
Skills
Web Development, Philanthropy, Non-profits, Volunteer Management, Writing, Marketing, Corporate Social..., Nonprofits, Program Management, Community Development, Social Networking, Leadership, Product Marketing, Community Outreach, Facebook, Media Relations, Fundraising, Event Management, Social Media, Strategic Communications, Program Development, Workshop Facilitation, Entrepreneurship, Strategic Planning, Staff Development, Sponsorship, Speech Writing, Management, Organizational..., Press Releases, Strategy, Blogging, Proposal Writing, Social Media Marketing, Public Relations, Public Speaking, Project Management, Volunteering, Crisis Communications, Event Planning, Grant Writing, Internal Communications, Leadership Development, Corporate Communications, Grants, Public Policy, Editing, Team Leadership, Non-profit..., Marketing Communications
Education
University of California Berkeley 1985 — 1989
BS
Pandora June 2013 - Present
IGN Entertainment February 2012 - June 2013
Martini Media Network February 2010 - 2012
Martini Media Network February 2010 - May 2011
Halogen Network April 2009 - March 2010
Haas Computer Center June 2006 - April 2009
Rapp Collins Worldwide June 2008 - August 2008
Wells Fargo May 2007 - August 2007
Skills
Ad Serving, Digital Media, Online Advertising, Digital Marketing, Omniture, Mobile Advertising, Analytics, Product Management, Start-ups, Google Analytics, Digital Strategy, Strategy, Advertising, Management, Mobile Marketing, Social Media Marketing, Online Marketing, Social Media, Salesforce.com, Strategic Partnerships
Education
University of California, Berkeley
Degree - Bachelor of Science, Environmental Economics & Policy
University of California, Berkeley
Minor, Industrial Engineering & Operations Research
Lending Club September 2015 - Present
TubeMogul, Inc. November 2012 - September 2015
UC Berkeley June 2011 - November 2012
Wells Fargo November 2010 - July 2011
Edelman February 2011 - May 2011
UC Riverside Academic Resource Center September 2009 - June 2010
UC Riverside Annual Fund January 2008 - June 2008
Skills
Human Resources, Recruiting, Employee Relations, Employee Benefits, Microsoft Excel, Training, Management, New Hire Orientations, Personnel Management, Employee Training, Research, Data Entry, Administrative..., Time Management, HR Policies, Data Analysis, Event Management, Hiring, Records Management, Legal Compliance, Taleo, Staff Development, Event Planning, PeopleSoft, Analysis, Compensation, International HR, College Recruiting, Applicant Tracking..., Onboarding, HRIS, HIPAA, InDesign, Illustrator, Photoshop, Global Immigration, Employment-based..., U.S. Immigration
Education
UC Berkeley 2012 — 2012
Project Management
University of California, Riverside 2006 — 2010
Business Administration, Marketing, Public Policy Management
University of Sussex 2009 — 2009
International Marketing, Entrepreneurship
JPMorgan Chase & Co. January 2015 - Present
Lending Club December 2013 - Present
Bank of the West October 2012 - Present
Wells Fargo November 2010 - November 2012
CB Richard Ellis September 2006 - October 2007
Skills
Underwriting, Market Research, Financial Analysis, Risk Assessment, Loan Servicing, Commercial Real Estate..., Rent Roll, Real Estate Due..., Financial Risk, Microsoft Excel, Microsoft Access, SQL, QuickBooks, VBA, Test Case Generation, UAT coordination, Quality Assurance, Surveillance, Auditing, Account Reconciliation, Loan Documents, Quality Center, Salesforce.com, Due Diligence, Loans, Investments, Analysis
Education
University of California, Riverside 2004 — 2008
BA, Business Economics
University of California, Berkeley
Extension, Accounting and Finance
Wells Fargo August 2014 - Present
Wells Fargo May 2013 - August 2013
Cityspan Technologies, Inc July 2012 - November 2012
GetContact.Info June 2011 - August 2011
Skills
Photoshop, InDesign, PowerPoint, Social Media, Social Networking, Event Planning, Social Media Marketing, Python, Scheme, Journalism, Copy Editing, Graphic Design, Microsoft Excel, Newspaper Design
Education
University of California, Berkeley 2010 — 2014
Economics/Computer Science
Temple City High School 2006 — 2010
Stanford University July 2015 - August 2015
Berkeley Corporate Solutions September 2014 - February 2015
Google August 2014 - August 2014
Yahoo June 2014 - August 2014
Berkeley Corporate Solutions January 2014 - May 2014
Berkeley Corporate Solutions August 2013 - December 2013
Visa June 2013 - August 2013
Wells Fargo July 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Marketing Strategy, Investments, Financial Modeling, Product Management, Financial Analysis, Management Consulting, Strategic Planning, Venture Capital, Corporate Finance, Valuation, Entrepreneurship, Finance, Leadership
Education
University of California, Berkeley, Haas School of Business 2011 — 2015
B.S., Business Administration, Magna Cum Laude
University of California, Berkeley 2011 — 2015
B.A., Psychology, Summa Cum Laude
Palo Alto High School 2007 — 2011
Coinbase March 2015 - Present
Square February 2014 - March 2015
Wells Fargo October 2012 - February 2014
Wells Fargo Bank October 2011 - October 2012
Wells Fargo August 2008 - September 2011
Wells Fargo July 2006 - July 2008
Skills
Management, Analysis, Online Fraud, Training, Process Improvement, Procedure Creation, Fraud Detection, Call Center, Customer Experience, Private Banking, Business Process, Banking, Risk Management, Bank Secrecy Act, OFAC, AML, Retail Banking, Financial Services, KYC, Anti Money Laundering, Fraud, Microsoft Office, Leadership, Microsoft Excel, Data Analysis, Credit Cards, Financial Risk, Credit, Sales, Internal Audit, Due Diligence
Education
UC Berkeley 2001 — 2003
Bachelor's degree, History
University of California, Berkeley 2001 — 2003
Bachelor of Arts (B.A.), History
AZ Air Time June 2011 - December 2011
Wells Fargo 2010 - 2011
Abercrombie & Fitch 2008 - 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Outlook, Program Management, Social Media, Public Speaking, Customer Service, Nonprofits, Microsoft Excel, Event Planning, Blogging, Access, Sales, Social Networking, Staff Development, Marketing, Strategic Planning, Social Media Marketing, Training, Management, Time Management, Project Management
Education
University of California, Berkeley 2005 — 2008
Bachelor's degree, International Relations and Affairs
IMG July 2015 - Present
South Coast Stairs June 2014 - Present
University of Southern California July 2014 - April 2015
Big West Conference March 2015 - March 2015
Westlake High School January 2012 - June 2014
Dignified Transition Solutions, LLC December 2011 - May 2014
Wells Fargo June 2011 - December 2011
UC Berkeley January 2008 - May 2011
Skills
Marketing Strategy, Coaching, Sports Marketing, Market Research, Loan Origination, Real Estate Negotiating, Settlement, Loss Mitigation, Time Management, Sales, Data Analysis, Marketing Communications, Online Advertising, Social Media, Process Improvement, Customer Service, Marketing, Leadership, PowerPoint, Microsoft Excel, Social Networking, Event Planning, Analysis, Financial Analysis, Salesforce.com, Management, Public Speaking, Microsoft Office, Microsoft Word
Education
University of San Francisco 2014 — 2016
Master's Degree, Sport Management
UC Berkeley 2007 — 2011
Bachelor of Arts (BA), Economics
Wells Fargo July 2015 - Present
Wells Fargo May 2014 - August 2014
the i.d.e.a. brand May 2013 - August 2013
Upper Deck May 2012 - August 2012
Ameba Marketing August 2010 - March 2011
Education
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Economics
Tesla Motors June 2014 - Present
Genentech October 2013 - June 2014
Genentech May 2013 - August 2013
Haas School of Business February 2013 - May 2013
Wells Fargo January 2013 - January 2013
YuuZoo Corporation Pty Ltd June 2012 - July 2012
Danny Lam, CPA June 2011 - August 2011
Skills
Accounting, PowerPoint, Data Analysis, Microsoft Excel, Research, Microsoft Office, Microsoft Word, Economics
Education
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Economics & Music Minor
Fuze Interactive January 2010 - Present
Wells Fargo August 2009 - December 2010
Skills
Economics, Banking, Financial Modeling, Financial Analysis, Marketing, Entrepreneurship, Social Media Marketing, Online Marketing, Social Networking, Customer Service, Email Marketing, E-commerce, SEM, Strategic Partnerships, Online Advertising, Start-ups, Small Business
Education
University of California, Berkeley
Bachelor's Degree, Economics
Wells Fargo November 2014 - Present
Mechanics Bank January 1998 - March 2014
Mechanics Bank 2005 - 2014
Mechanics Bank June 2006 - October 2010
Mechanics Bank January 1998 - June 2000
Skills
Banking, Product Management, Project Management, Advertising, Marketing, Management, Retail, Business Development, Strategic Planning, Leadership, Team Building, Marketing Strategy, Retail Banking
Education
University of California, Berkeley 2001 — 2005
Certification, Marketing: General
Wells Fargo February 2008 - Present
Education
UC Berkeley 2004 — 2008
Bachelor of Science (BS), Accounting and Finance
Wells Fargo October 2014 - Present
Skills
Mandarin, Research, Public Speaking, Mortgage Lending, Loan Origination, Financial Analysis, Customer Service
Education
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Economics
San Marcos High School 2006 — 2010
High School, Salutatorian
MacKenzie Capital Management, LP June 2013 - Present
Compass Education Group December 2012 - Present
MacKenzie Capital Management, LP November 2010 - June 2013
Wells Fargo 2009 - 2010
Skills
Alternative Investments, ESL, Academic Tutoring, Customer Service, Microsoft Office, Investments, Banking, Nonprofits, Market Research, Portfolio Management, Event Planning, Higher Education, Strategic Planning, Microsoft Excel, Marketing, Financial Planning, Sales
Education
UC Berkeley 2011 — 2012
Certificate to Teach English as a Second Language, ESL
UC Santa Barbara 2002 — 2007
Bachelor of Arts (B.A.), Anthropology
BlackRock (formerly Barclays Global Investors) 2008 - 2014
Wells Fargo 2004 - 2008
Wells Fargo 2003 - 2004
Wells Fargo 1999 - 2003
Mellon Capital Management 1996 - 1999
Skills
Asset Management, Fixed Income, Equities, Investments, Mutual Funds, CRM, Alternative Investments, Portfolio Management, Series 7, Hedge Funds, Asset Allocation, Bloomberg, Client Services, Financial Services, Institutional Sales, Private Equity, Relationship Management, Series 63, Series 65
Education
University of California, Berkeley
Wells Fargo May 2010 - Present
George Elkins Company July 2006 - May 2009
Skills
Real Estate, Commercial Real Estate, Real Estate Financing, Loans, Loan Origination, Risk Management, Credit, Banking, Underwriting, Mortgage Lending, Credit Analysis, Portfolio Management, Commercial Lending, Commercial Banking
Education
University of Southern California 2009 — 2010
Master of Real Estate Development (MRED), Real Estate Development
University of California, Berkeley 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Morgan Stanley January 2015 - Present
Wells Fargo October 2013 - April 2014
Morgan Stanley May 2013 - August 2013
Skills
Financial Advisory, Insurance, Loans, Retail Banking, Economic Research, Strategic Financial..., Investments, Equities
Education
University of California, Berkeley 2006 — 2010
Wells Fargo September 2008 - Present
Skills
Banking, Retail Banking, Financial Services, Customer Service, Community Outreach, Team Leadership, Strategy, Leadership Development, Private Banking, Relationship Management, Branch Management, Sales Management, Coaching, Management, Deposits, Business Development
Education
University of California, Berkeley
Bachelor of Arts (BA), Social Sciences
TD Ameritrade August 2010 - July 2012
Hugh Bowen Associates Research February 2000 - August 2010
UBS December 2007 - May 2009
Wells Fargo September 2005 - May 2007
HSBC April 2003 - August 2005
Skills
Credit, Relationship Management, Fixed Income, Portfolio Management, Banking, Financial Modeling, Finance, Data Analysis, Microsoft Excel, Investments, Underwriting, Forecasting, Risk Management, Insurance, Series 7 and 66, Financial Services, Analysis, Marketing
Education
UC Berkeley 2009 — 2010
Advanced Certificate in Finance, Finance, A
FINRA 2007 — 2007
Series 7 and Series 66, Securities Licensing
University of Madras(Chennai, India) 1995 — 1997
MBA, Finance, Banking and Financial Management Services, A+
Wells Fargo September 2014 - Present
Nigro Karlin Segal & Feldstein, LLP November 2012 - August 2014
Workbridge Associates June 2012 - November 2012
University of California May 2009 - June 2012
Turlock Golf and Country Club May 2008 - September 2008
Medic Alert Foundation June 2007 - August 2007
Skills
Marketing, Sales, Microsoft Excel, Recruiting, Customer Service, PowerPoint, Customer Satisfaction, Financial Analysis, Social Media, Facebook, Microsoft Word, Social Networking, Marketing Strategy, Advertising, Word, Excel
Education
University of California 2008 — 2012
Bachelor of Arts (B.A), Business Economics with Accounting Emphasis, Minors in History, Graduated
Wells Fargo 2011 - Present
(Independent Contractor) Wells Fargo 2002 - 2011
Organic, Inc 2000 - 2001
Gazoontite.com 2000 - 2000
Wells Fargo 1993 - 2000
Education
Thunderbird, American Graduate School of International Management 1991 — 1993
Masters, International Management
University of California, Berkeley 1985 — 1989
BA, Economics, Psychology
Home December 2010 - Present
Wells Fargo April 1994 - December 2010
Lockheed Missiles & Space April 1982 - September 1993
General Motors June 1967 - April 1982
Skills
IT Project & Program..., Facility Management, Landscaping, Automotive Restoration, Automotive Repair, Test Automation, System Automation, ClearQuest
Education
California State University - Hayward 1976 — 1984
Master of Public Administration (M.P.A.), Public Administration and Government
California State University - Hayward 1973 — 1975
Bachelor of Arts (B.A.), Political Science and Government
University of California, Berkeley 1972 — 1972
Brazilian Portuguese and Economics, Political Science and Government
Ohlone Community College 1971 — 1972
Associate of Science (A.S.), Natural Sciences
General Motors Institute 1967 — 1969
N/A, Industrial Engineering
Wells Fargo November 2013 - Present
Paul Capital October 2011 - November 2013
Wells Fargo May 2010 - September 2011
Innovative Bank December 2009 - May 2010
Pacific National Bank May 2006 - November 2009
Citibank January 2004 - May 2006
Bank of America October 1998 - October 2002
Skills
Banking, Consumer Lending, Financial Analysis, Loans, Commercial Lending, Mortgage Lending, Due Diligence, Mortgage Banking, Financial Services, AML
Education
University of California, Berkeley
Bridge Investment Group Partners August 2014 - Present
Western Peaks Financial Corporation September 2013 - June 2014
Fremont Group February 2013 - June 2013
Haas School of Business August 2011 - May 2013
Wells Fargo June 2012 - August 2012
Center for Nonprofit and Public Leadership October 2011 - May 2012
Lester Center for Entrepreneurship and Innovation January 2011 - May 2011
Skills
Dreamweaver, Photoshop, Microsoft Excel, R, HTML, Financial Modeling, Market Research, Sales, Real Estate, Public Speaking, Valuation
Education
University of California, Berkeley 2010 — 2013
BA, Statistics
Lynbrook High School 2006 — 2010
Silicon Valley Bank December 2011 - Present
Wells Fargo Bank May 2010 - March 2011
Wells Fargo January 2010 - May 2010
UC Berkeley January 2006 - October 2007
GE Nuclear Energy May 2005 - August 2007
Skills
Customer Relations, Excel, Word, Customer Service, Microsoft Office, Microsoft Word, Management, PowerPoint, Project Management, CRM, Microsoft Excel, Sales, Outlook, Research, Forecasting, Program Management, Accounting, Data Analysis
Education
University of California, Berkeley 2005 — 2009
Bachelor of Arts, Integrative Biology
Bountiful Botanicals, Inc. May 2002 - Present
Bountiful Botanicals by Lara 2000 - 2013
PolyServe 2000 - 2001
Wells Fargo May 1998 - December 1999
Montgomery Securities 1995 - 1998
Skills
Customer Service, Small Business, Public Relations, Event Planning, Contract Negotiation, Landscape Design, Gardening, Garden
Education
University of California, Berkeley 1992 — 1995
Double major ba, Political Science and History
University of Essex 1990 — 1992
BA, Government
Wells Fargo July 2014 - Present
Childhood Development Lab UC Berkeley September 2013 - September 2014
Nielsen May 2014 - July 2014
Teach in Prison Tutor December 2013 - June 2014
Superb September 2012 - May 2014
Burglin Law Offices January 2010 - May 2014
BARE Magazine 2010 - May 2014
University of California, Berkeley, Haas School of Business January 2013 - June 2013
Northwestern Mutual May 2012 - October 2012
Chocolatier Blue February 2012 - September 2012
Skills
Public Relations, Sales, Photography, Time Management, Social Media, Social Networking, Nonprofits, Leadership, Accounting, Microsoft Office, PowerPoint, Event Planning, Marketing, Data Analysis, Research, Microsoft Excel, Public Speaking, Facebook, Fundraising, Management, Microsoft Word, Editing, Customer Service, Analysis, Blogging
Education
Saint Ignatius College Prep 2006 — 2010
Delta Gamma
University of California, Berkeley
Bachelors of Arts, Psychology and Political Economics
Wells Fargo July 2015 - Present
Bank of the West May 2014 - August 2014
Reaction Search International May 2013 - August 2013
University of California Berkeley, Department of Recreational Sports January 2012 - May 2013
Cerney Kreuze & Lott, LLP May 2011 - September 2011
Skills
Recruiting, Consulting, Data Analysis, Microsoft Excel, Research, Leadership, Microsoft Office, Public Speaking, Event Planning, Microsoft Word, Social Networking, Customer Service, Social Media, Team Leadership, Training, Project Management, Teamwork, Salesforce.com, Time Management, Management, Relationship Management, Building Relationships, Cold Calling, Sales, IT Recruitment, Executive Sales..., Marketing, Human Resources, Social Media Marketing, Business Development, Market Research, Fundraising, PowerPoint, Program Management, Event Management, Analysis, Coaching, Strategic Planning, CRM, Marketing Strategy, Strategy, Customer Satisfaction
Education
University of California, Berkeley 2010 — 2015
Political Economy and Economics
Carondelet High School 2006 — 2010
Episcopal Diocese of Los Angeles June 2010 - Present
St. Clement's by-the-Sea Episcopal Church June 2000 - June 2010
Church of the Messiah, Santa Ana August 1997 - May 2000
Wells Fargo May 1990 - December 1997
Skills
Preaching, Pastoral Care, Spiritual Direction, Theology, Discipleship, Liturgy, Religion, Youth Ministry, Biblical Studies, Pastoral, Church Growth, Religious Studies, Church Events, Pastoral Counseling, Community Outreach, Bible, Philosophy of Religion, Volunteer Management, Fundraising, Church History, Retreats, Non-profit..., Teaching, Missions, Chaplaincy, Apologetics, Social Justice, Evangelism, Public Speaking, Stewardship, Christian Theology, Non-profits, Conflict Resolution, Pastors, Christian Leadership, Campus Ministry, Church Music, Religious Education, Nonprofits, Gospel, Homiletics, Community Organizing, Retreat Leader, Church Administration, Congregational..., Student Ministry, Leadership Development, Compassion, Exegesis, Program Development
Education
Seabury Western Theological Seminary 2007 — 2009
DMin, Congregational Development
Claremont School of Theology 1993 — 1997
MDiv, Divinity/Ministry
University of California, Berkeley 1974 — 1979
BA, Linguistics
Wells Fargo January 2010 - Present
Database Republic January 2005 - August 2009
Innovis November 2004 - November 2004
QRS February 2000 - November 2004
Fireman's Fund August 1978 - November 2002
Education
University of California, Berkeley 1978 — 1982
B.S., Mathematics
Wells Fargo December 2006 - Present
Wachovia December 2006 - December 2007
Aon Re May 1994 - July 2006
Skills
Integration, Vendor Management, ITIL, Leadership, Program Management, SDLC, Disaster Recovery, PMP, Project Management, Analysis, Infrastructure, Networking, Consulting
Education
University of California, Berkeley
Virginia Polytechnic Institute and State University
Bain & Company October 2013 - Present
Alpha Kappa Psi - Alpha Beta Chapter January 2010 - May 2013
Better Place July 2012 - August 2012
SPRING Singapore May 2011 - July 2011
Wells Fargo January 2011 - May 2011
Duke University January 2010 - May 2011
Heyzap June 2010 - August 2010
Tencent America January 2010 - January 2010
Singapore Armed Forces April 2007 - February 2009
Skills
Public Speaking, Data Analysis, Market Research, Research, Microsoft Office, Java, Python, Matlab, Solidworks, Scheme, Octave, Labview, Arduino, Multisim, LTSpice, C
Education
University of California, Berkeley 2009 — 2013
B.S. Business Administration, Electrical Engineering & Computer Science (Minor)
Hwa Chong Institution 2005 — 2006
GCE Advanced Level (Physics, Chemistry, Economics, Mathematics)
Wells Fargo April 2014 - Present
Wells Fargo July 2012 - April 2014
Skills
Banking, Retail Banking, Cross Selling, Deposits, Credit Cards, Accounting, Microsoft Excel, Customer Service, Access, Cash Management, Financial Analysis
Education
University of California, Berkeley 2014 — 2017
Bachelor's degree, Economics
UCLA 2013 — 2014
Economics
Orange Coast College 2010 — 2013
Entry-Level Accounting Certificate, Accounting
Wells Fargo February 2013 - Present
Arts & Educational Foundations 1995 - Present
Education
University of California, Berkeley
San Mateo High School
Crossmatch (formerly DigitalPersona) January 2014 - Present
DigitalPersona December 2006 - January 2014
Microsoft February 2002 - November 2006
Wells Fargo June 2001 - February 2002
Wells Capital Management February 1997 - May 2001
Skills
Security, Enterprise Software, Active Directory, Servers, Network Security, Disaster Recovery, TCP/IP, Virtualization, Cloud Computing, VPN, Firewalls, Computer Security, Troubleshooting, Technical Support, Windows Server, IPS, DNS, PKI, Salesforce.com, IDS, VMware, Identity Management, Hardware, SaaS, Windows Server 2012, Integration, Microsoft Exchange, Customer Service..., IT Strategy, IT Management, Technical Writing, Staff Training, Program Management, Engineering, Web Development, Staff Supervision, Training Delivery, Training Course..., Network Installation, Configuration Management, Client Relations, IT Solutions, Technical Leadership, Strategic Planning, Process Improvement, Solution Implementation, Operations Management, Innovation Development, Business Development, Analysis
Education
University of California, Berkeley
B.A. in Political Science, Political Science
C.H. Robinson December 2014 - Present
Wells Fargo July 2014 - December 2014
UC Berkeley August 2009 - May 2014
Asante Africa Foundation June 2013 - December 2013
Skills
Interpersonal..., Team Leadership, Social Skills, Team Building, Time Management, Intercultural..., Communication Skills, Public Speaking, Data Analysis, Proposal Writing, Research, Community Outreach, Emerging Markets, Poverty Reduction, Donor Acquisition, Public Relations
Education
UC Berkeley 2009 — 2014
Interdisciplinary Studies, International Trade and Development
Jesuit High School 2006 — 2009
EnTitle Insurance Company July 2015 - Present
Stewart Title Of California May 2014 - July 2015
Western Resources Title September 2012 - April 2014
American Advisors Group August 2011 - September 2012
Wells Fargo September 2009 - August 2011
All Counties Courier December 1997 - January 2007
Alliance 2003 - 2007
Commonwealth Title Company July 1997 - June 2003
Progressive Title /Escrow Company January 1995 - January 1997
Gateway Title Company January 1985 - January 1995
Skills
Loans, Refinance, Real Estate, Banking, Sales, Reverse Mortgages, Residential Homes, Insurance, Mortgage Lending, FHA, Marketing, Commercial Real Estate, Loan Servicing, Management, VA loans, First Time Home Buyers, Investment Properties, Great Motivator, Business Analysis, Sales Management, Title Insurance, Business Acumen, Team Leadership, REO, Short Sales, Escrow, Real Estate Transactions, HUD, Mortgage Banking, Loan Origination, Real Estate Financing, Residential Mortgages, Investors, Underwriting, Loss Mitigation, Notary Public, Selling, Referrals, Real Estate Economics, Closings, Foreclosures
Education
University of Southern California - Gould School of Law 1973 — 1977
Juris Doctorate, Law
University of California 1969 — 1973
Bachelor of Arts, Political Science
Delta Dental June 2007 - Present
Wells Fargo 1993 - 2006
Skills
Java, Eclipse, Unix Shell Scripting, Oracle SQL, BODS, COBOL, DB2, Easytrieve, ClearCase, ClearQuest, Microsoft Office, Visio, SDLC, Fileaid, VSAM, JCL, CICS, NDM, TSO, IBM Utilities, Requirements Analysis, SOA, XML
Education
University of California, Berkeley 1980 — 1983
Bachelor's, Computer Science
Wells Fargo September 2009 - Present
Education
University of California, Irvine 2005 — 2006
University of California, Berkeley 2002 — 2003
Sociology
Vx Capital Partners July 2013 - Present
Golub Group, LLC September 2010 - June 2013
Gruber McBaine Capital Management July 2007 - December 2008
Wells Fargo June 2006 - July 2007
State Street June 2005 - September 2005
Skills
Financial Analysis, Portfolio Attribution, Investment Management, Marketing Communications, Market Analysis, Portfolio Management, Managing Database, Salesforce.com, Relationship Management, Valuation, Business Development, Excel, Business Analysis, Strategy, Asset Management, Finance
Education
University of California, Berkeley 2010 — 2012
Certificate
University of California, Davis 2001 — 2006
Bachelor of Arts
Phillip Burton high School
Wells Fargo June 2014 - Present
Berkeley Consulting January 2014 - Present
Kappa Kappa Gamma December 2013 - Present
Associated Students of the University of California August 2013 - Present
UC Berkeley August 2012 - Present
Lair of the Golden Bear May 2013 - August 2013
Associated Students of the University of California August 2012 - May 2013
United States Senate May 2011 - August 2011
Skills
Leadership, Data Analysis, Community Outreach, Research, Microsoft Excel, Microsoft Office, Consulting, Recruiting, Web Development, PowerPoint, Business Development, Optimization, Marketing, Public Speaking
Education
University of California, Berkeley 2012 — 2016
Bachelor's degree, Political Economy
Wells Fargo October 2013 - Present
GE Capital June 2012 - October 2013
VeriFone May 2012 - June 2012
Rabobank May 2011 - May 2012
FICO December 2010 - May 2011
FICO February 2008 - December 2010
Charles Schwab June 2007 - August 2007
Skills
Predictive Analytics, Credit Risk, Predictive Modeling, SAS, Statistical Modeling, Analytics, Financial Risk, Customer Analysis, Portfolio Management, Statistics, Data Analysis, VBA, Risk Analytics, R, Segmentation, SAS programming, Credit Cards, Data Mining, Basel II, Credit Scoring, Business Analytics, Analysis, Quantitative Analytics
Education
University of California, Berkeley 2005 — 2007
BA, Statistic
RM Walker & Associates, LLC December 2014 - Present
Penfold Associates May 2014 - November 2014
Union Bank April 2012 - June 2014
Wells Fargo 2008 - April 2012
Wells Fargo February 2000 - August 2008
City National Bank January 2006 - January 2007
Comerica Bank July 2005 - December 2005
Wells Fargo February 1991 - December 1999
Skills
Credit, Banking, Portfolio Management, Underwriting, Loans, Cash Management, Middle Market, Investments, Financial Analysis, Risk Management, Asset Management, Sales Management, Wealth Management, Commercial Banking, Treasury Management, Private Banking, Wealth Management..., Commercial Mortgages, Cross Selling, Mortgage Lending, Small Business Lending, Asset Based Lending, Credit Analysis, Commercial Lending, Investment Management, Due Diligence, Customer Relations, New Business Development, Team Building, Risk, Corporate Finance, Change Management, P&L Management, Coaching, Cash Flow Lending, Loan Origination, Relationship Management, Management, High Net Worth..., Business Development, Mortgage Banking, p & l management, Finance, Financial Services, Insurance, Lines Of Credit, Financial Risk
Education
University of California, Berkeley 1986 — 1990
B.A., Political Science
Bellarmine College Preparatory 1982 — 1986
High School Diploma
Wells Fargo June 2015 - Present
University of California, Berkeley, Haas School of Business August 2014 - January 2015
PwC June 2014 - June 2014
UCSF February 2014 - June 2014
NRG Energy June 2013 - August 2013
International Justice Mission August 2012 - May 2013
The Harker School August 2011 - May 2013
CNature, Environmental NGO June 2012 - July 2012
Skills
Python, Java, Public Speaking, Leadership, Marketing, Microsoft Excel, Community Outreach, Healthcare, Fundraising, Market Research, SQL, Financial Analysis, Research, Event Planning, Microsoft Office, Facebook, PowerPoint, Translation, Mergers & Acquisitions, Nonprofits, Volunteer Management, Mandarin, Scheme
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Bachelor's Degree, Business Administration
University of California, Berkeley 2012 — 2016
Bachelor’s Degree, Computer Science
Harker High School 2008 — 2012
Wells Fargo January 2014 - Present
Wells Fargo June 2012 - December 2013
Wells Fargo May 2008 - May 2012
Wells Fargo February 2005 - May 2008
Skills
Strategic Financial..., Banking, Financial Modeling, Financial Services, Financial Analysis, Loans, Credit, Analytics, Credit Risk, Financial Risk, Finance, Business Analysis, Auditing, Analysis, Mergers & Acquisitions, Portfolio Management, Business Strategy, Strategy, Retail Banking
Education
University of California, Berkeley 2002 — 2008
Bachelors, Physics
Younique March 2015 - Present
Paulson IT November 2014 - Present
Brainard Strategy August 2013 - October 2014
Family Life Center November 2011 - February 2012
Schiff Nutrition International 2012 - 2012
Wells Fargo May 2011 - September 2011
Wells Fargo February 2010 - May 2011
Wells Fargo May 2009 - February 2010
Wells Fargo 2007 - 2010
Skills
Human Resources, Leadership, Customer Service, Marketing, Executive Management, Onboarding, Team Building, Banking, Budgets, Management, Training, Strategic Planning, Microsoft Excel, Microsoft Office, Finance, Outlook, Vendor Management, Social Media, Microsoft Word, Project Management, Loans, Financial Analysis, Event Planning, Public Speaking, Business Development
Education
UC Berkeley 2001 — 2003
B.A., Legal Studies
Alameda High
Comerica Bank August 2014 - Present
Comerica Bank July 2013 - August 2014
Wells Fargo October 2012 - July 2013
Wells Fargo Bank August 2010 - September 2012
Wells Fargo Financial February 2006 - August 2010
Primerica January 2000 - January 2005
Alameda Co Public Defender January 1990 - January 2002
Alameda Co Probation Dept January 1985 - January 1990
Skills
Banking, Loans, Consumer Lending, Credit, Retail Banking, Small Business Lending, Cross Selling, Lines Of Credit, Deposits, Mortgage, Home Equity Loans, Credit Analysis, Mortgage Lending, Financial Services, Refinance, Loan Origination, Commercial Lending, Commercial Banking, Home Equity Lines of..., Branch Management, Residential Mortgages, Mortgage Banking, Leadership, FHA, Credit Cards, Branch Banking, Finance, Notary Public, Relationship Management, Underwriting, Retirement Planning, Treasury Management, Cash Management
Education
U C Berkeley 1980 — 1985
Sociology
University of California, Berkeley 1980 — 1985
Charles Schwab August 1999 - September 2008
Systems Integration Solutions, Inc November 1998 - August 1999
Wells Fargo 1997 - November 1998
Skills
Troubleshooting, Windows, Visio, Help Desk Support, Disaster Recovery, Software Documentation, Technical Support, Vendor Management, Software Installation, SharePoint, System Administration, XP, Windows XP, Active Directory, Windows 7, ITIL, Business Analysis, Project Management, Microsoft Office
Education
University of California, Berkeley 1999 — 2010
Rhetoric
University of California, Berkeley 1999 — 2010
UC Berkeley November 2013 - Present
Wells Fargo November 2012 - August 2013
Bank of America October 2011 - October 2012
Wells Fargo November 2009 - June 2011
Veteran's Affairs Regional Office-Fiscal Resource Mgmt. Div. March 2009 - October 2009
Bank of America April 2008 - January 2009
Charles Schwab & Co. January 2008 - March 2008
Securities and Exchange Commission-San Francisco Regional Office September 2000 - March 2007
US Air Force May 1990 - December 2006
United States Army Reserve December 1984 - May 1990
Skills
Finance, Account Reconciliation, Accounting, Management, Auditing, Banking, Budgets, Access, Human Resources, Leadership, Analysis, Financial Services, Customer Service, Microsoft Excel, Payroll, Financial Analysis, Process Improvement, CRM, Project Management
Education
University of California, Berkeley 2015 — 2017
UC Berkeley Extension Certificate Program in ACCOUNTING
Laney College 2008 — 2011
Accounting, Accounting/Business
Alameda County April 2015 - Present
Photography by Tina Weston January 2001 - Present
Alameda County January 2014 - April 2015
American Public University System April 2011 - March 2015
University of Phoenix May 2008 - January 2015
Faculty Research Group April 2012 - October 2012
Paradise Center for Healthy Living July 2010 - July 2011
Guinevere Mind Body Spirit 2006 - 2008
Wells Fargo February 1997 - August 2007
Skills
Teaching, E-Learning, Non-profits, Leadership Development, Strategic Planning, Project Management, Research, Nonprofits, Strategy, Curriculum Development, Public Speaking, Market Research, Adult Education, Leadership, Sales Management, Direct Sales, Relationship Marketing, Management, Higher Education
Education
University of Phoenix 2009 — 2010
MS/P, Psychology
American Institute of Holistic Theology 2006 — 2008
PhD, Holistic Health
University of Phoenix 1998 — 2002
MBA, Business
University of California, Berkeley 1991 — 1993
BA, Sociology
Wells Fargo February 2015 - Present
Advantage Technical Resourcing October 2011 - January 2015
Kohl's Department Stores March 2007 - September 2011
Kohls Department Store, Pleasanton, Ca August 2006 - March 2007
Kohls Department Store, Pleasanton, Ca July 2004 - August 2006
Skills
Leadership, Recruiting, Loss Prevention, Benefits Negotiation, Hiring, Retail, Talent Acquisition, Applicant Tracking..., College Recruiting, Taleo, Workforce Planning, Screening, Store Management, SDLC, Training, Recruitment Advertising, Contract Recruitment, Succession Planning, Time Management, HRIS, Temporary Staffing, Screening Resumes, Inventory Management, Vendor Management, Technical Recruiting, Onboarding, Employee Relations, Team Building, Executive Search, Coaching, Performance Management, Payroll, Interviews, Sourcing, Employee Training, Human Resources, New Hire Orientations, Resume Writing, Cold Calling, Merchandising, Staffing Services, Team Leadership, Sales, PeopleSoft, Talent Management, Personnel Management, Internet Recruiting, Management, Customer Service, Employee Engagement
Education
University of California, Berkeley 1984 — 1988
AAA Northern California, Nevada & Utah April 2014 - Present
AAA Northern California, Nevada & Utah February 2013 - March 2014
Wells Fargo May 2011 - February 2013
Locaid Technologies May 2012 - August 2012
Skills
Leadership, Public Speaking, Team Leadership, Budgets, Team Building, Coaching, Management, Social Networking, Marketing, Sales
Education
UC Berkeley 2008 — 2012
Bachelor of Science (B.S.), Environmental Economics and Policy
Wikimedia Foundation May 2015 - Present
Wikimedia Foundation October 2013 - May 2015
Stacy Hering Astor & Associates June 2013 - October 2013
Emerge Financial Wellness June 2012 - June 2013
Wells Fargo November 2011 - May 2012
Business Choice Insurance Services June 2011 - August 2011
Downtown Berkeley YMCA February 2009 - May 2011
Vantage ID Applications November 2005 - June 2008
Skills
Email Marketing, Editing, Research, Customer Service, Analytics, Fluent in French, Account Management, Oral & Written..., Written & Oral..., Facebook, Sales, Marketing, Time Management, Customer Satisfaction, Blogging, CRM, Leadership, Start-ups, Marketing Strategy, Data Analysis, Training, Health Insurance, Affordable Care Act, Fundraising, Silverpop Engage, Communication
Education
University of California, Berkeley 2008 — 2012
Bachelor of Arts (B.A.), History and English
Wells Fargo Advisors 2009 - Present
Wells Fargo 1989 - Present
Wachovia Securities, LLC 2007 - 2009
A.G. Edwards & Sons, Inc. 1989 - 2007
Dean Witter Reynolds 1983 - 1989
Skills
Investments, Finance, Customer Service, Retirement Planning, Retirement, Strategic Planning, Mutual Funds, Sales Management, Economics, Financial Services
Education
University of California, Berkeley 1976 — 1980
Bachelor of Arts (BA), Political Economics
Holds Series 7, 63 registrations
2B Productions January 2004 - Present
TIAA-CREF, Ronnette Riley Architect, Enterprise Ireland November 2001 - August 2008
Bank of America, E-Trade, Wells Fargo, Nicholas Applegate 1999 - 2001
Intuit September 1998 - August 2000
Charles Schwab January 1995 - December 1998
Wells Fargo January 1993 - January 1995
J.P. Morgan September 1987 - April 1991
Paine Webber September 1986 - September 1987
Shearson Lehman Brothers 1981 - 1986
United Presbyterian Church USA Peacemaking Project September 1979 - September 1981
Skills
Story Structure, Presentation Design, Executive Coaching, Documentaries, Video Production, Writing, Proposal Writing, Copywriting, Website Copy, Problem Solving, Marketing Copy, Digital Media, Marketing Communications, Screenwriting, Social Media, Editing, Photography, Creative Writing, Producing Documentaries, Research, Film, Film Production, Radio, Integrated Marketing, Marketing, Entertainment, Producing, Video Editing, New Media, Final Cut Pro, Online Advertising, Multimedia, Content Development, Voice Over, Independent Film, Media Production, Marketing Strategy, Directing, Corporate Communications, Blogging, Creative Direction, Copy Editing, Content Strategy, Short Films, Feature Films, Post Production, Scripting, Web Video, Commercials, Videography
Education
University of California, Berkeley 1970 — 1977
BA, English/Dramatic Art
BCC
Start-Up in FinTech September 2015 - Present
Trade Wise Capital June 2010 - July 2013
Passport Capital 2006 - 2009
Belvedere Trust 2004 - 2005
Wells Fargo January 2003 - October 2004
Tuttle & Co (Acquired by Freddie Mac in 2001) August 1998 - May 2002
Skills
Hedge Funds, MBS, Portfolio Management, Options, Valuation, Alternative Investments, Asset Management, Asset Allocation, Investment Management, Financial Analysis, Fixed Income, Bloomberg, Risk Management, Financial Modeling, Emerging Markets, Swaps, CDS, Finance
Education
Harvard Business School Executive Education 2012 — 2012
Investment Management Workshop
UC Berkeley 1999 — 2001
Extension Graduate Level Courses, Portfolio Management, Valuation of Options & Futures
St. Cloud University 1991 — 1994
MBA, Macro Economics, MBA
Moscow Plekhanov Institute of National Economy 1990 — 1990
Manager's Training Course in Economics, Marketing, Psychology, Legislation, Tax
Linden Lane Design 2010 - Present
Pottery Barn Kids (division of Williams Sonoma Inc) 2002 - August 2010
Williams Sonoma Inc, Pottery Barn Kids 2003 - 2006
Williams-Sonoma, Inc. 2002 - 2003
Th.inc! 2000 - 2002
Wells Fargo June 1997 - August 1999
Mindscape 1993 - 1996
Brown and Caldwell 1982 - 1989
Sculptoons 1987 - 1988
Skills
Product Development, Home, Stores, Merchandising, Retail, Visual Merchandising, Apparel, Fashion, Textiles, Budgeting, Event Management, Trend, Fashion Design, Advertising, Production, Computer Graphics, Video Editing, Traditional Animation, Clay Modeling, Video Production, Illustration, Digital Design, Digital Illustration, Ceramics, Model Making, Mold Making, Textile Design, Toys, Surface Design, Concept Development, Styling, Illustrator, Art Direction, Sewing, Graphic Design, Fine Art, Creative Direction, Photoshop, Graphics, Trend Research, Adobe Creative Suite, Mac, Trend Analysis, Product Design, Patterns, Sketching, Drawing, Screen Printing, Art, Packaging
Education
California School of Professional Fabric Design 1998 — 2000
Certification, Surface Design
University of California, Berkeley 1983 — 1985
Certification, Publications Design
San Francisco Business Times 2003 - Present
Aflac January 2002 - January 2003
Club One May 1994 - August 2001
Wells Fargo March 1991 - April 1994
Courthouse Athletic Club March 1985 - February 1991
Skills
Business Development, Strategic Marketing..., Online Advertising, Mobile Advertising, Events, Business Networking, Advertising, Marketing Strategy, Social Media Marketing, B2B, Salesforce.com, Sales Process, Lead Generation, B2B Marketing, Strategic Partnerships, Marketing, Management, Sales, Strategy, Leadership
Education
University of California, Berkeley 1980 — 1985
BA, French
Wells Fargo Bank- Digital Channel Technology (https://www.wellsfargo.com) December 2014 - Present
Wells Fargo January 2014 - November 2014
Silicon Valley Bank February 2013 - November 2013
Wells Fargo Bank- wellsfargo.com 2008 - 2012
Wells Fargo - wellsfargo.com 2004 - 2008
Charles Schwab Bank, Wells Fargo (Consultant to) 2002 - 2004
Charles Schwab - schwab.com 1997 - 2001
Childrens Hospital Oakland 1996 - 1997
Blue Shield of California 1991 - 1995
Education
University of California, Berkeley
Bachelor's degree, Health/Health Care Administration/Management
University of California, Berkeley
Certificate, Information Systems – Analysis, Design, and Management.
Project Management Institute
Certificate, PMP -Project Management Professional
Wells Fargo April 2014 - Present
Wells Fargo Bank September 2010 - April 2014
Mellon Capital Management May 2010 - August 2010
AnewAmerica Community Corporation October 2008 - March 2009
Bank of America June 2006 - February 2008
Skills
Auditing, Financial Reporting, Risk Management, Financial Analysis, Operational Risk, GAAP, Analytics, Compliance
Education
University of California, Berkeley 2008 — 2010
Bachelor, Economics, Education, 3.62/ 4.00 GPA
AmericanWest Bank June 2014 - Present
Wells Fargo January 2012 - June 2014
Wells Fargo January 2011 - December 2011
Wells Fargo July 2008 - December 2010
Bank of the Cascades June 2006 - June 2008
Bank of America July 2004 - June 2006
Bank of the Cascades February 1999 - July 2004
Bank of America July 1985 - August 1987
Bank of America June 1983 - July 1985
Bank of America June 1981 - June 1983
Skills
Underwriting, Commercial Lending, Portfolio Management, Loans, Credit, Banking, Commercial Banking, Treasury Management, Small Business Lending, Credit Analysis, Asset Based Lending, Finance, Commercial Mortgages, Credit Risk, Management, Mergers & Acquisitions, Risk Management, Lines Of Credit, Cash Management, Financial Analysis
Education
University of California Davis 1973 — 1976
Bachelor of Science (BS), Agriculture and Nutrition
University of California, Berkeley 1972 — 1973
Bachelor of Science (BS), Science
Cisco October 2008 - Present
Nokia January 2008 - October 2008
Wells Fargo September 2005 - October 2007
Wells Fargo April 2005 - August 2005
Lucent Technologies October 1999 - August 2001
Skills
Visio, MS Project, Program Management, System Administration, Project Management, Integration, Management, Leadership, TCP/IP, CSS, Hardware, Research, Product Management, Telecommunications, Social Media, Microsoft Office, Networking, Cross-functional Team..., JavaScript
Education
University of California, Berkeley 2001 — 2004
BA, Interdisciplinary Studies Field: Management of Information Systems
Wells Fargo July 2015 - Present
Wells Fargo Capital Finance June 2013 - July 2015
Wells Fargo Capital Finance September 2011 - June 2013
Wells Fargo Bank October 2009 - September 2011
Wells Fargo Bank May 2009 - October 2009
Wells Fargo Bank July 2007 - May 2009
Wells Fargo Audit and Security July 2005 - July 2007
Skills
Financial Analysis, Banking, Credit Analysis, Financial Modeling, Credit, Portfolio Management, Credit Risk, Valuation, Underwriting, Investments, Capital Markets, Financial Risk, Commercial Banking, Relationship Management
Education
University of California, Berkeley 2001 — 2005
Wells Fargo May 2009 - Present
Wells Fargo Bank August 2003 - November 2009
Credit.Com April 2002 - August 2003
Sony Music May 2001 - May 2002
12Snap January 2000 - January 2001
Creditland January 1999 - January 2000
Cybergold January 1998 - January 1999
McGraw Hill Home Interactive January 1996 - January 1998
DeLorme Mapping January 1993 - January 1994
Skills
Payment Card Processing, Process Improvement, Team Leadership, SMS, ACH, Strategic Planning, Domain Names, Bill Payment, Remote Deposit Capture, Cross-functional Team..., Payment Systems, Mobile Payments, Product Management, SDLC, Business Analysis, Integration, Enterprise Software, Mobile Devices, Strategy, Java Enterprise Edition, SOA, Agile Methodologies, Spring, Solution Architecture, Requirements Analysis, Software Project..., Requirements Gathering, Oracle, Mobile Applications, Enterprise Architecture, Software Development, Java, Vendor Management, Architecture, Web Services, Software Design
Education
University of California, Berkeley 1987 — 1992
B.A., Physics, Astronomy
Kaiser Permanente April 2011 - Present
Kaiser Permanente September 2009 - Present
Genentech September 2006 - May 2009
APL January 2005 - August 2006
Schwab 1997 - 2005
Charles Schwab 2001 - 2004
Charles Schwab 1999 - 2001
Charles Schwab 1997 - 1999
Wells Fargo 1995 - 1997
Skills
Business Analysis, Process Improvement, Program Management, Leadership, SDLC, Project Portfolio..., Vendor Management
Education
University of California, Berkeley 1990 — 1994
BA, English
Flint Mobile January 2015 - Present
Equilar February 2014 - January 2015
Braintree December 2012 - January 2014
Yahoo! October 2010 - December 2012
Yahoo! May 2007 - October 2010
eBay June 2004 - May 2007
Wells Fargo June 2002 - May 2004
Triad Financial May 2001 - May 2002
Overture September 2000 - May 2001
Chase Manhattan Bank March 1998 - September 2000
Skills
Fraud Detection, Risk Management, Analytics, Product Innovation, Yield Management, Statistical Modeling, Data Mining, Product Management, SAS, Data Analysis, Product Strategy, Business Intelligence, Hadoop, Business Analytics, Big Data, Strategy, E-commerce, Cloud Computing, Machine Learning, Predictive Analytics, Cross-functional Team..., SEM, Leadership, Management
Education
University of California, Berkeley 1996 — 1997
MA, IEOR
University of California, Berkeley 1993 — 1995
BA, Statistics
Wells Fargo January 2013 - Present
Wells Fargo February 2010 - December 2012
Freelance September 2007 - February 2010
News21 May 2009 - August 2009
Berkeley Advanced Media Institute (formerly kdmcBerkeley) March 2008 - July 2009
UC Berkeley August 2008 - May 2009
Center for Investigative Reporting May 2008 - August 2008
The Chauncey Bailey Project May 2008 - August 2008
World Pulse May 2005 - August 2008
Thompson Bogran PC August 2004 - July 2006
Skills
Video Production, Storytelling, Creative Direction, Multimedia, Marketing Communications, Internal Communications, Photography, Multimedia Marketing..., Media Production, Digital Marketing, Video Editing, Final Cut Pro, Writing, Copy Editing, Blogging, Journalism, WordPress, Editing, Video
Education
University of California, Berkeley 2007 — 2009
MA, Journalism
University of California, Davis 2000 — 2003
BA, Anthropology, Women's Studies
ADP October 2011 - Present
Intuit August 2008 - October 2011
Wells Fargo May 2004 - August 2008
Skills
Cross-functional Team..., Analytics, Product Management, Marketing Strategy, Strategy, Segmentation, Leadership, SaaS, Product Marketing, Market Research, Enterprise Software, Process Improvement, CRM, Vendor Management, Salesforce.com, Strategic Partnerships, Business Intelligence, Lead Generation
Education
University of California, Berkeley
Economics
Salesforce August 2015 - Present
Bank of America July 2013 - March 2015
Bank of America September 2010 - June 2013
Bank of America 2010 - September 2010
Bank of America December 2005 - May 2010
Wells Fargo April 2002 - December 2005
Design Purity December 1999 - January 2005
Skills
Interaction Design, User-centered Design, User Experience Design, User Experience, Wireframes, Mobile Design, Wire Framing, Information Design, Usability Testing, User Interface Design, User Interface, User Research, Mobile Applications, Experience Design, Usability, Heuristic Evaluation, Design Strategy, Visual Design, Information Architecture, CSS, Adobe Fireworks, Axure, Paper Prototyping, HTML, Dreamweaver, Concept Development, Accessibility, Design Thinking, WordPress, Site Maps, InDesign, Usability Engineering, Card Sorting, Front-end, Persona, Adobe Creative Suite, Mobile Devices
Education
University of California, Berkeley 1992 — 1997
Bachelor of Arts (B.A.), Sociology
CSAA Insurance Group 2013 - Present
Trilogy Marketing Group June 2007 - Present
Select Resources International 1995 - Present
Franklin Templeton Investments 2011 - 2013
Charles Schwab 1995 - 2013
Wells Fargo 2010 - 2011
The Clorox Company 2008 - 2009
DHL Worldwide Express 1986 - 1995
Skills
Advertising, Marketing Strategy, Integrated Marketing..., Online Communications, Global Sourcing, Organizational..., concept writing, new product development, Product Management, Product Development, Marketing Communications, Direct Marketing, Agency Relationship..., Strategy, Marketing, Integrated Marketing, Management, Newsletters, Market Planning
Education
University of California, Berkeley
PSShip (A Lynch Marks Company) May 2012 - Present
Lealta Media March 2006 - May 2012
Beall Computer 2001 - 2006
ADP/SIS October 2002 - April 2003
Bank of America September 1999 - March 2001
Ross Stores June 1998 - September 1999
Wells Fargo May 1991 - May 1998
PBL Associates February 1988 - April 1991
Skills
Microsoft SQL Server, Information Technology, Endeca, Oracle, Data Warehousing, SQL, Agile Methodologies, Business Intelligence, SSIS, SSRS, T-SQL, Data Modeling, Data Center, Database Design, Web Applications, Software Development, Database Administration, MySQL, COBOL, Databases, Quality Assurance, Servers, Troubleshooting
Education
University of California, Berkeley 1981 — 1988
Bachelor's degree, Mathematics and Computer Science
John F. Kenedy High, Richmond CA
Diploma
Omnibus Trading DBA Chef's Corner Foods April 2008 - Present
East West Bank 2006 - 2007
Wells Fargo 2000 - 2006
Education
University of California, Berkeley 1991 — 1995
Wells Fargo August 2009 - Present
Wachovia Bank August 2006 - August 2009
Bank of America August 2002 - August 2006
Ford Motor Credit / PRIMUS 1991 - 2002
Marine Midland Bank / HSBC 1986 - 1991
Bank of America 1983 - 1986
Skills
Credit, Banking, Loans, Underwriting, Commercial Lending, Consumer Lending, Financial Services, Credit Analysis, Finance, Credit Risk, Sales Process, Portfolio Management, Account Management, Mortgage Lending
Education
University of California, Berkeley
Wells Fargo December 2009 - Present
Wells Fargo January 2006 - December 2009
Sarmat, JSC January 2002 - January 2004
Sarmat, JSC January 1999 - January 2002
various local companies January 1991 - January 1999
Skills
Financial Analysis, Financial Modeling, Essbase, Financial Reporting, Corporate Finance &..., Budget Planning, Project Management, Corporate Finance, Analysis
Education
UC Berkeley 2005 — 2006
Corporate Finance
State Academy of Management, Donetsk Ukraine 1995 — 2000
Bachelor of Science, Finance and Banking
Wells Fargo July 2015 - Present
Coupons.com July 2014 - March 2015
Safeway September 2012 - June 2014
Valassis May 2007 - June 2012
Macy's - West Division March 2004 - May 2007
Admail Express June 2002 - March 2004
Embarcadero Federal Credit Union September 1999 - May 2002
Skills
CRM, Customer Insight, Direct Marketing, Analysis, Direct Mail, Strategy, Marketing Strategy, Marketing, Digital Media, Analytics, Digital Strategy, Business Strategy, Database Marketing, Cross-functional Team..., Segmentation, Management, Advertising, A/B Testing, Competitive Analysis, Digital Marketing, Retail
Education
University of California, Berkeley
Bachelor of Arts (B.A.), American Studies: Emphasis Advertising
Wells Fargo May 2003 - Present
Wells Fargo Bank 2003 - Present
Hewlett Packard 1989 - 2001
Hewlett-Packard 1989 - 1989
UC Berkeley Office of the President 1982 - 1986
Education
University of California, Berkeley 1981 — 1989
Wells Fargo Bank October 2011 - Present
Wells Fargo 2006 - Present
Education
University of California, Berkeley
Nimbiliti Inc. December 2008 - Present
Juniper Networks November 2008 - April 2010
Applied Materials July 2006 - November 2008
Agilent Technologies August 2000 - July 2006
PwC Consulting September 1997 - August 2000
A.T. Kearney January 1997 - April 1997
Hewlett-Packard May 1996 - August 1996
Wells Fargo December 1992 - August 1995
Skills
Management, Cross-functional Team..., Process Improvement, Program Management, Finance, Mergers & Acquisitions, Business Process..., Leadership, Strategy, Project Management
Education
University of Michigan - Stephen M. Ross School of Business 1995 — 1997
M.B.A., Finance & International Business
University of California, Berkeley 1989 — 1992
B.A., Economics, Legal Studies
Wells Fargo October 2011 - Present
Wells Fargo February 2008 - June 2012
Wells Fargo August 2006 - February 2008
Education
University of California, Berkeley 2001 — 2006
B.A., Sociology and Ethnic Studies
Linear Technology July 2011 - Present
Model N September 2007 - July 2011
University of California April 2005 - May 2007
Wells Fargo May 2005 - December 2005
Skills
Business Intelligence, Java, Analytics, SQL, QlikView, Cadence Virtuoso, Cadence Skill, Autodesk Inventor
Education
University of California, Berkeley 2003 — 2007
BS, Electrical Engineering/Computer Science
Wells Fargo May 2011 - Present
Wells Fargo May 2009 - May 2011
Wells Fargo May 2007 - May 2009
B Capital January 2005 - June 2007
Education
University of California, Berkeley 1998 — 2005
Bachelor of Arts (BA), Anthropology
Modesto High School
Transware December 2006 - Present
Metro PCS 2004 - 2006
Muscle Marketing 2003 - 2006
Mobile Solutions 2005 - 2005
wells fargo 1994 - 2000
Skills
Management, Salesforce.com, E-commerce, Telecommunications, Customer Retention, Account Management
Education
University of California, Berkeley 1991 — 1995
Wells Fargo July 2012 - Present
Wells Fargo January 2007 - Present
Education
University of California, Los Angeles 1993 — 1995
MBA, Finance
University of California, Berkeley 1986 — 1991
BS, Engineering
Federal Reserve Bank April 2012 - Present
Federal Reserve Bank of San Francisco November 1971 - Present
Wells Fargo April 1979 - March 1988
Sumitomo Mitsui Banking Corporation August 1971 - November 1971
Education
UCLA 1970 — 1971
Master's degree, International Economics
University of California, Berkeley 1966 — 1970
Bachelor's degree, Economics
Wells Fargo June 1996 - Present
First Interstate Bank January 1988 - June 1996
Skills
Commercial Lending, Middle Market, Credit Analysis, Credit, Treasury Management, Credit Risk, Treasury Services, Commercial Banking, Loans, Asset Based Lending, Financial Modeling
Education
University of California, Berkeley 1970 — 1976
BS & MBA, Business Administration - Finance
HOODZ of Greater St. Paul, Hudson & River Falls May 2011 - Present
Whiskers 'N Paws November 2010 - June 2011
Wells Fargo May 2010 - November 2010
Target Financial Services November 2008 - May 2009
Alzheimer's Association August 2008 - January 2009
St. Anne's Church January 2008 - October 2008
GMAC ResCap November 1996 - October 2007
GMAC-RFC 1996 - 2007
First Edina Mortgage 1994 - 1996
Sterling Mortgage 1993 - 1994
Education
University of California, Berkeley 1976 — 1980
Bachelor of Arts, Liberal Arts
National Mortgage Insurance Corporation - "National MI" July 2013 - Present
Medivation August 2012 - July 2013
Wells Fargo February 2011 - July 2012
Ericsson September 2009 - February 2011
Sprint Nextel August 2005 - September 2009
Nextel June 2004 - July 2005
Nextel February 2004 - June 2004
Moody’s KMV December 2003 - January 2004
JMP Securities October 2003 - November 2003
PG&E April 2002 - October 2003
Skills
SQL Server Integration..., SQL Server Reporting..., VbScript, C#.Net, VB.Net, MS Access, VBA for Access, VBA for Excel, SQL Server Development, T-SQL Stored Procedures, Data Modeling, Architecture..., ETL
Education
University of California, Berkeley 1990 — 1994
Bachelor of Science, Political Economy of Natural Resources
self 2005 - Present
California Academy of Sciences 2005 - 2012
Self 1989 - 2009
Wells Fargo 1978 - 1989
Wells Fargo 1978 - 1989
Education
University of California, Berkeley 1968 — 1972
PhD (ABD), English
The University of Chicago 1960 — 1964
BA, Human Development
The University of Chicago 1960 — 1964
BA, Human Development
Wells Fargo March 2010 - Present
Wells Fargo Advantage Funds April 2006 - March 2010
Svenska Design June 1996 - April 2006
Morrison & Foerster LLP November 1984 - June 1996
Skills
Collateral, Graphic Design, Project Management, Marketing, User Interface Design, Email Marketing, Direct Mail, Adobe Creative Suite, Art Direction, Layout, Brochures, Creative Direction, Graphics, Branding & Identity, Packaging, Logo Design, Typography, InDesign, Photography, Photoshop, Advertising, Leadership, Adobe Acrobat, Web Design, Copywriting, WordPress, Corporate Branding, Posters, Social Media, Online Advertising, Dreamweaver, Information Design, Interaction Design, Illustration, Direct Marketing, Newsletters, Corporate Identity, Illustrator, Online Marketing, Concept Development, QuarkXPress, Video Production, Brand Development, Mac, Multimedia, Image Editing, Creative Strategy, Social Media Marketing, Integrated Marketing
Education
University of California, Berkeley
BA, Fine Art
University of California, Berkeley
Bachelor's degree, Fine and Studio Arts
Aquent/Chevron October 2011 - Present
Wells Fargo November 2009 - February 2011
Longs Drugs January 2000 - May 2009
Longs Drugs September 1997 - January 2000
Skills
JSP, Tomcat, AJAX, Servlets, CSS, Apache, jQuery, JavaScript, HTML, Java, XML, CVS, NetBeans, User Interface Design, Microsoft SQL Server, Web Applications, SQL, Oracle, Web Development
Education
University of California, Berkeley 1990 — 1995
BA, Statistics
Alameda High School 1984 — 1988
Parkside Lending April 2014 - Present
Citi December 2012 - January 2014
Citibank Texas, N.A. March 2008 - December 2012
GreenPoint Mortgage September 2004 - December 2007
Wells Fargo August 2002 - September 2004
Greenpoint Mortgage April 2000 - August 2002
Union Bank of California January 2000 - March 2000
PMI Mortgage Insurance Co. July 1997 - December 1999
Fannie Mae April 1994 - July 1997
Countrywide Mortgage August 1992 - April 1994
Skills
- Training Underwriters..., - Credit, Income, and..., - Auditing Mortgage..., Personnel Management., Credit, Loans, Risk Management, Mortgage Lending, Credit Analysis, Financial Risk, Underwriting, Loan Origination, Residential Mortgages, Loan Servicing, FHA, Financial Structuring, Training, Leadership, Management, CRM, Auditing, VA loans, Fraud, Human Resources
Education
University of California, Berkeley 1982 — 1987
BA, History - Latin American, Economic Development
San Francisco Law School 2001 — 2004
None, Law
JPMorgan Chase 2013 - Present
Bank of America - Global Commercial Banking January 2011 - November 2013
Wells Fargo 2008 - 2010
Washington Mutual - Commercial Mortgage Lending 2005 - 2008
Skills
Certified Scientific..., Financial Analysis, Cash Flow, Commercial Banking, Cash Management, Loans, Real Estate, Underwriting, Due Diligence, Real Estate Economics, Mortgage Lending, Credit, Investment Properties, Finance, Banking, Commercial Lending, SBA, Credit Analysis, Loan Origination, Trade Finance, Commercial Mortgages, Small Business Lending, Refinance, Real Estate Financing, Banking Relationships, Acquisitions, Lines Of Credit
Education
University of California, Berkeley 1991 — 1996
B.A. Geography, Economic Geography & Physics
Riverside Polytechnic HS
Diploma, Calculus & Physics
Wells Fargo 2009 - Present
Wachovia 2007 - 2009
World Savings June 2002 - June 2007
Management Solutions 1997 - 2001
Skills
Asset Management, Asset Managment, Contract Negotiation, Corporate Real Estate, Lease Administration, Property Management, Real Estate, Customer Service, Program Management, Leases
Education
University of California, Berkeley 1979 — 1983
BA, Humanities
Wells Fargo October 2009 - Present
Skills
Product Management, SDLC, Banking, Vendor Management, Business Analysis, Business Requirements, Cross-functional Team..., Portfolio Management, Requirements Gathering, Agile Methodologies, Financial Services, Process Improvement, Relationship Management, Waterfall, Business Process..., Analytics, Business Process, Visio, Requirements Analysis
Education
University of California, Berkeley 1986 — 1988
Business Administration
Union Bank July 2005 - March 2013
Wells Fargo October 2000 - July 2005
World Savings November 1990 - August 2000
Skills
AML, Loans, Mortgage Lending, Due Diligence
Education
University of California, Berkeley
BA
First Republic Bank June 2010 - Present
Wells Fargo November 2007 - September 2009
AT&T July 2002 - November 2007
Skills
Risk Management
Education
American Management Association
University of California, Berkeley
B.A., Applied Mathematics with Computer Science emphasis
Jut, Inc. November 2014 - Present
Flite December 2012 - June 2014
DHAP Digital 2007 - 2012
Wells Fargo 2003 - 2007
Boston.com 1996 - 1997
Education
University of California, Berkeley
Halliburton November 2011 - Present
Premier Builders Guild January 2010 - November 2011
Carpenter/Handyman - Self Employed February 2004 - December 2009
Courtyard by Marriott Cocoa Beach March 2002 - February 2004
Lockheed Martin Atlas Launch Operations January 1998 - March 2002
Wells Fargo August 1996 - January 1998
Mafi Trench August 1992 - January 1994
Skills
Microsoft Office
Education
University of California, Berkeley 1985 — 1991
Bachelor's degree, Mechanical Engineering
Network Security, A.S., Keiser University, Melbourne, FL, 2006
Associates Degree, Network Security, Computer and Information Sciences and Support Services
Siebert Brandford Shank Co., LLC. April 2015 - Present
Merrill Lynch July 2013 - April 2015
Wells Fargo January 2012 - December 2012
Batter Blaster, LLC November 2007 - November 2012
Tamalpais Asset Managment (T.A.M.) January 2006 - September 2007
Creedon Keller and Partners, Inc April 2000 - August 2005
Banc of America Securities December 1997 - September 1999
Montgomery Securities June 1993 - December 1997
Skills
Hedge Funds, Fixed Income, Equities, Asset Management, Portfolio Management, Investments, Securities, Trading, Financial Modeling, Valuation, Convertible Arbitrage, Mutual Funds, Institutional Investors, Institutional..., Financial Services, Financial Analysis, Series 7, Asset Allocation, Investment Strategies, Investment Advisory, Equity Research, Wealth Management, Emerging Markets, Asset Managment, Credit, Financial Structuring, Finance, Investor Relations, Financial Advisory, Financial Risk, Start-ups, High Yield, Bloomberg, Investment Banking, Capital Markets, Alternative Investments, Investment Management, Private Equity, Options, Strategy, Trading Systems, Financial Markets, Bonds, FINRA, ETFs, Equity Trading, Derivatives, Distressed Debt, Structured Finance, Series 66
Education
University of California, Berkeley 1988 — 1992
BA
San Marino High School 1985 — 1988
Loyola High School, Los Angeles 1984 — 1985
Wells Fargo May 2005 - Present
Charles Schwab July 1997 - December 2002
Education
University of California, Berkeley 1971 — 1975
BA, Applied Mathematics
Wells Fargo June 2011 - Present
Wells Fargo January 1997 - August 2011
Bank of America January 1991 - October 1993
Security Pacific Bank February 1981 - February 1991
Skills
Private Wealth..., Private Banking, Team Leadership
Education
University of California Los Angeles Anderson Graduate School of Management 1983 — 1986
MBA, Finance
University of California, Berkeley 1974 — 1977
PhD, Neuro Chemistry- Enviromental Physiology
University of Wisconsin-Madison 1970 — 1974
Eastdil Secured June 2013 - Present
Wells Fargo September 2012 - May 2013
Wells Fargo November 2011 - September 2012
Wells Fargo May 2011 - November 2011
STA Elements, Inc. January 2011 - April 2011
Procter & Gamble May 2010 - June 2010
UNIVERSITY OF VIRGINIA August 2009 - December 2009
WALT DISNEY WORLD PARKS AND RESORTS May 2008 - August 2008
Skills
Finance, Banking, Real Estate, Financial Analysis, Financial Modeling, Credit Analysis, Valuation, Corporate Finance, Due Diligence, Commercial Banking, Data Analysis, Capital Markets, Investment Banking, Microsoft Excel, Microsoft Office, Management
Education
University of Virginia 2009 — 2010
M.S., Commerce - Financial Services
University of Virginia 2007 — 2009
B.A., Foreign Affairs, Economics
University of California, Berkeley 2005 — 2007
Undergraduate Business Administration
Wells Fargo Bank May 2011 - Present
Wells Fargo June 2005 - April 2011
Skills
Customer Service, Product Management, Product Development, Product Strategy, Customer Relations, Business Analysis, Strategic Planning, Product Marketing, Cross-functional Team..., Agile, Business Strategy, Product Requirements, Requirements Analysis, Process Improvement, Payments, E-commerce, Product Life Cycle..., Banking, Team Building, Requirements Gathering, Business Requirements, SDLC, Excel, Analysis, Problem Solving, User Experience, Credit Cards, Risk Management, Analytics, Financial Services, Vendor Management, Portfolio Management, Agile Methodologies
Education
UC Berkeley
Wells Fargo July 2012 - Present
Wells Fargo April 2006 - July 2012
Morgan Stanley April 2004 - March 2006
Skills
Finance, Banking, Financial Analysis, Financial Communications, Risk Management, Strategic Financial..., Project Management, Financial Modeling, Resource Optimization, Statistical Data..., Financial Reporting, Financial Markets, Financial Services, Retail Banking, Financial Accounting, Credit
Education
UC Berkeley 2011 — 2014
Master of Business Administration (M.B.A.)
UCSD 2001 — 2005
BS, Management Science
JP Morgan Chase August 2010 - Present
Wells Fargo October 2006 - August 2010
witt lincoln mercury July 2004 - August 2006
Sookmyung Women's University September 1998 - September 1999
Dogok August 1997 - August 1998
Skills
Management, Customer Service, Analysis, Sales, Finance, Market Research, Marketing Strategy, Loans, Coaching
Education
UC Berkeley 1992 — 1996
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
University of California, Berkeley, Haas School of Business
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Wells Fargo June 2006 - Present
UTStarcom June 2003 - January 2006
Cal Performances - UC Berkeley April 2001 - June 2003
J.Crew August 1999 - January 2002
Skills
Business Analysis, Analytics, Project Management, SQL
Education
UC Berkeley 1998 — 2002
Bachelor of Science (BS), Industrial Engineering and Operations Research
Wells Fargo August 2008 - Present
DTI February 2008 - July 2008
American Medical Response February 2007 - January 2008
Health Net December 2005 - December 2006
Ramsell Corporation October 1998 - October 2005
Skills
Database Design, Data Warehousing, Data Analysis, Data Modeling, Analytics, OLAP, ETL, SDLC, Object Oriented Design, Web Applications, Performance Dashboards, ASP.NET, AJAX, MVC, JavaScript, C# 4.0, Teradata, DB2, Oracle, Microsoft SQL Server
Education
University of California, Berkeley 1990 — 1993
Master of Engineering (MEng)
Yerevan Polytechnic Institute 1981 — 1986
Bachelor of Science (BS)
Wells Fargo April 2006 - Present
Wells Fargo April 1974 - March 2006
Education
University of California, Berkeley 1978 — 1980
Master of Business Administration (MBA), Finance, General
University of California, Berkeley
Bachelor's degree, Mathematics