Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Salaries. You can even request information on how much does Wells Fargo pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo directly from the past employees.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Employee
Years
Job
Industry
Ian Del Castillo Ian Del Castillo's Wells Fargo Experience September 2007 - October 2011
Job Cook at NOVY restaurant
Industry Hospitality
Experience
Christopher's Fine Catering August 2014 - Present
NOVY Restaurant March 2015 - August 2015
Nob Hill Grille October 2014 - March 2015
TD Ameritrade November 2012 - December 2013
US Bank October 2011 - November 2012
Wells Fargo September 2007 - October 2011
UC Davis May 2006 - September 2007
Skills
Credit, Investments, Banking, Economics, Sales, Microsoft Excel, Microsoft Office, Wealth Management, Financial Services, Finance, Insurance, Financial Analysis, Mutual Funds, Business Development, Mergers & Acquisitions, Underwriting, Relationship Management, Financial Modeling, Customer Service, PowerPoint, Data Analysis, Analysis, Strategic Financial..., Loans, Credit Analysis, Consumer Lending, Commercial Lending, Asset Management, Cash Management, Corporate Finance, Loan Origination, Equities, Lines Of Credit, Securities, Retail Banking, Fixed Income, Cross Selling, Outlook, Investment Advisory, Uniform Combined State..., Retirement Planning, Commercial Banking, Small Business Lending, Portfolio Management, Event Planning, Social Media, Cooking, sous vide, Catering
Education
City College of San Francisco 2014 — 2015
Associate's degree, Culinary Arts/Chef Training
University of California, Davis 2005 — 2009
Bachelor of Arts, Economics
St. Ignatius College Prep 2001 — 2005
High School Diploma
Christopher's Fine Catering August 2014 - Present
NOVY Restaurant March 2015 - August 2015
Nob Hill Grille October 2014 - March 2015
TD Ameritrade November 2012 - December 2013
US Bank October 2011 - November 2012
Wells Fargo September 2007 - October 2011
UC Davis May 2006 - September 2007
Skills
Credit, Investments, Banking, Economics, Sales, Microsoft Excel, Microsoft Office, Wealth Management, Financial Services, Finance, Insurance, Financial Analysis, Mutual Funds, Business Development, Mergers & Acquisitions, Underwriting, Relationship Management, Financial Modeling, Customer Service, PowerPoint, Data Analysis, Analysis, Strategic Financial..., Loans, Credit Analysis, Consumer Lending, Commercial Lending, Asset Management, Cash Management, Corporate Finance, Loan Origination, Equities, Lines Of Credit, Securities, Retail Banking, Fixed Income, Cross Selling, Outlook, Investment Advisory, Uniform Combined State..., Retirement Planning, Commercial Banking, Small Business Lending, Portfolio Management, Event Planning, Social Media, Cooking, sous vide, Catering
Education
City College of San Francisco 2014 — 2015
Associate's degree, Culinary Arts/Chef Training
University of California, Davis 2005 — 2009
Bachelor of Arts, Economics
St. Ignatius College Prep 2001 — 2005
High School Diploma
Ben Ludington Ben Ludington's Wells Fargo Experience March 2003 - February 2004
Job Branch Sales Manager NMLSR ID 448441
Industry Real Estate
Experience
Wells Fargo Home Mortgage October 2007 - Present
ACC Capitol Holdings March 2004 - March 2007
Wells Fargo March 2003 - February 2004
Enterprise Rent-A-Car January 1999 - October 2002
Skills
Mortgage Lending, Sales, Mortgage Banking, FHA, Refinance, Real Estate, Residential Mortgages, First Time Home Buyers, Loan Origination, Investment Properties, VA loans, Credit, Selling, Loans, Sales Management
Education
University of California, Davis 1993 — 1998
Bachelor of Arts (B.A.), Economics, Biological Sciences
Wells Fargo Home Mortgage October 2007 - Present
ACC Capitol Holdings March 2004 - March 2007
Wells Fargo March 2003 - February 2004
Enterprise Rent-A-Car January 1999 - October 2002
Skills
Mortgage Lending, Sales, Mortgage Banking, FHA, Refinance, Real Estate, Residential Mortgages, First Time Home Buyers, Loan Origination, Investment Properties, VA loans, Credit, Selling, Loans, Sales Management
Education
University of California, Davis 1993 — 1998
Bachelor of Arts (B.A.), Economics, Biological Sciences
Heather McGregor Heather McGregor's Wells Fargo Experience January 2013 - November 2013
Job Global eCommerce Manager
Industry Banking
Experience
Worldpay November 2013 - March 2015
Wells Fargo January 2013 - November 2013
The Permanente Federation via MSquared Consulting 2011 - 2012
Wells Fargo Bank February 2006 - September 2009
Wells Fargo 2004 - 2006
Wells Fargo Bank 2002 - 2004
Impower 2000 - 2002
Casper's 1997 - 1997
Skills
Analytics, Banking, Financial Services, Loans, Relationship Management, Credit, Business Analysis, Vendor Management, Strategic Planning, Leadership, Finance, Project Management, Financial Risk, Account Management, Marketing, Business Strategy, Strategy, Consulting, Microsoft Office, Portfolio Management, Analysis, Management, Marketing Strategy, Marketing Communications, Brand Management, Corporate Branding, Branding & Identity, Branding Experience, Branding Ideas, Digital Marketing, Product Marketing, Email Marketing, Online Marketing, Direct Marketing, Client Development, Client Liaison, Manage Client..., Client Relations Skills, Client Co-ordination, Client Presentation, Project Planning, Project Delivery, Campaign Management, Campaign Strategies, Online Campaign..., Campaign Monitor, Budgets, Social Networking, CRM, Risk Management
Education
University of California, Santa Barbara 1998 — 2000
Bachelor of Arts (BA)
University of California, Davis 1999 — 1999
Worldpay November 2013 - March 2015
Wells Fargo January 2013 - November 2013
The Permanente Federation via MSquared Consulting 2011 - 2012
Wells Fargo Bank February 2006 - September 2009
Wells Fargo 2004 - 2006
Wells Fargo Bank 2002 - 2004
Impower 2000 - 2002
Casper's 1997 - 1997
Skills
Analytics, Banking, Financial Services, Loans, Relationship Management, Credit, Business Analysis, Vendor Management, Strategic Planning, Leadership, Finance, Project Management, Financial Risk, Account Management, Marketing, Business Strategy, Strategy, Consulting, Microsoft Office, Portfolio Management, Analysis, Management, Marketing Strategy, Marketing Communications, Brand Management, Corporate Branding, Branding & Identity, Branding Experience, Branding Ideas, Digital Marketing, Product Marketing, Email Marketing, Online Marketing, Direct Marketing, Client Development, Client Liaison, Manage Client..., Client Relations Skills, Client Co-ordination, Client Presentation, Project Planning, Project Delivery, Campaign Management, Campaign Strategies, Online Campaign..., Campaign Monitor, Budgets, Social Networking, CRM, Risk Management
Education
University of California, Santa Barbara 1998 — 2000
Bachelor of Arts (BA)
University of California, Davis 1999 — 1999
Hawa Safi Hawa Safi's Wells Fargo Experience November 2008 - February 2010
Job Management at Aveda
Industry Retail
Experience
Aveda June 2013 - Present
Sears Holdings Corporation November 2010 - June 2013
Wells Fargo November 2008 - February 2010
Skills
Banking, Customer Service, Microsoft Office, Credit, Microsoft Excel, Business Analysis, Project Management, Retail Banking, Management, Training, Retail, Merchandising, Time Management, Teamwork, Coaching, Team Building, Operations Management, Inventory Management, Performance Management, Microsoft Word, PowerPoint, Recruiting, Business Planning, Business Strategy, Payroll, Data Entry, Sales
Education
University of California, Davis
Bachelor of Arts (BA), Psychology
Aveda June 2013 - Present
Sears Holdings Corporation November 2010 - June 2013
Wells Fargo November 2008 - February 2010
Skills
Banking, Customer Service, Microsoft Office, Credit, Microsoft Excel, Business Analysis, Project Management, Retail Banking, Management, Training, Retail, Merchandising, Time Management, Teamwork, Coaching, Team Building, Operations Management, Inventory Management, Performance Management, Microsoft Word, PowerPoint, Recruiting, Business Planning, Business Strategy, Payroll, Data Entry, Sales
Education
University of California, Davis
Bachelor of Arts (BA), Psychology
Dana Percoco's Wells Fargo Experience August 2014 - Present
Job Strategy Consultant at Wells Fargo
Industry Nonprofit Organization Management
Experience
Wells Fargo August 2014 - Present
Sacramento Steps Forward August 2013 - August 2014
Mayor Kevin Johnson's STAND UP August 2011 - June 2013
Camp Kesem November 2007 - August 2011
Mercury Public Affairs March 2011 - June 2011
External Affairs Commission, Associated Students of the University of California, Davis September 2009 - June 2011
BOLD slate Associated Students of UC Davis October 2010 - February 2011
Senator Feinstein June 2010 - August 2010
Skills
Event Management, Community Outreach, Research, Politics, Volunteer Management, Event Planning, Fundraising, Strategic Communications, Leadership, Public Relations, Press Releases, Marketing, Advertising, International Relations, Nonprofits, Public Speaking, Social Media
Education
University of California, Davis 2007 — 2011
Bachelor of Arts, Communication and Political Science
Irvington High School 2004 — 2007
Wells Fargo August 2014 - Present
Sacramento Steps Forward August 2013 - August 2014
Mayor Kevin Johnson's STAND UP August 2011 - June 2013
Camp Kesem November 2007 - August 2011
Mercury Public Affairs March 2011 - June 2011
External Affairs Commission, Associated Students of the University of California, Davis September 2009 - June 2011
BOLD slate Associated Students of UC Davis October 2010 - February 2011
Senator Feinstein June 2010 - August 2010
Skills
Event Management, Community Outreach, Research, Politics, Volunteer Management, Event Planning, Fundraising, Strategic Communications, Leadership, Public Relations, Press Releases, Marketing, Advertising, International Relations, Nonprofits, Public Speaking, Social Media
Education
University of California, Davis 2007 — 2011
Bachelor of Arts, Communication and Political Science
Irvington High School 2004 — 2007
Adam Castle Adam Castle's Wells Fargo Experience July 2014 - October 2014
Job Public Relations Assistant, Marcus & Millichap
Industry Commercial Real Estate
Experience
Marcus & Millichap October 2014 - Present
Wells Fargo July 2014 - October 2014
Ashley Swearengin for State Controller March 2014 - June 2014
Verengo Solar January 2014 - March 2014
Yolo County Republican Party January 2013 - March 2014
Joseph McCray Sr. For Congress September 2013 - November 2013
UC Davis Policy Institute for Energy, Environment and the Economy August 2012 - April 2013
GOP Victory 2012 June 2012 - November 2012
Duane Chamberlain for Yolo County Supervisor January 2012 - June 2012
Onsite Ergonomics June 2011 - June 2012
Skills
Community Outreach, Microsoft Office, Policy Analysis, Political Campaigns, Politics, Public Policy, Research, Grassroots Organizing, Political Science, Volunteer Management, Strategic Communications, Facebook, Media Relations, Public Relations, Speech Writing, Press Releases, Critical Thinking, Public Speaking, Event Planning, Social Media, PowerPoint
Education
UC Davis 2011 — 2013
Bachelor of Arts (BA), Political Science
Marcus & Millichap October 2014 - Present
Wells Fargo July 2014 - October 2014
Ashley Swearengin for State Controller March 2014 - June 2014
Verengo Solar January 2014 - March 2014
Yolo County Republican Party January 2013 - March 2014
Joseph McCray Sr. For Congress September 2013 - November 2013
UC Davis Policy Institute for Energy, Environment and the Economy August 2012 - April 2013
GOP Victory 2012 June 2012 - November 2012
Duane Chamberlain for Yolo County Supervisor January 2012 - June 2012
Onsite Ergonomics June 2011 - June 2012
Skills
Community Outreach, Microsoft Office, Policy Analysis, Political Campaigns, Politics, Public Policy, Research, Grassroots Organizing, Political Science, Volunteer Management, Strategic Communications, Facebook, Media Relations, Public Relations, Speech Writing, Press Releases, Critical Thinking, Public Speaking, Event Planning, Social Media, PowerPoint
Education
UC Davis 2011 — 2013
Bachelor of Arts (BA), Political Science
Gordon Zhen's Wells Fargo Experience August 2012 - June 2013
Job UI/UX Design and Front End Engineer Matchmaker
Industry Consumer Goods
Experience
Workbridge Associates March 2015 - Present
Franklin Templeton Investments September 2014 - February 2015
Toyon Associates, Inc. June 2013 - August 2014
Wells Fargo August 2012 - June 2013
Bimbo Bakeries USA November 2011 - May 2012
Skills
Sales, Recruiting, Customer Service, Social Networking, Management, Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Analysis, Event Planning, Financial Modeling, Data Analysis, Research
Education
University of California, Davis 2007 — 2011
B.S., Managerial Economics
Workbridge Associates March 2015 - Present
Franklin Templeton Investments September 2014 - February 2015
Toyon Associates, Inc. June 2013 - August 2014
Wells Fargo August 2012 - June 2013
Bimbo Bakeries USA November 2011 - May 2012
Skills
Sales, Recruiting, Customer Service, Social Networking, Management, Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Analysis, Event Planning, Financial Modeling, Data Analysis, Research
Education
University of California, Davis 2007 — 2011
B.S., Managerial Economics
Douglas Daley Douglas Daley's Wells Fargo Experience October 1983 - December 1995
Job Executive Director at Bellwether Housing
Industry Real Estate
Experience
Bellwether Housing May 2015 - Present
Sammamish, WA September 2014 - May 2015
Harbor Properties, Inc. May 2003 - July 2012
Trammell Crow Residential February 1996 - May 2003
Wells Fargo October 1983 - December 1995
Union Bank September 1979 - October 1983
Skills
Real Estate Finance, Asset Management, Asset Dispositions, Operations Management, Real Estate Development, Board level experience, Due Diligence, Loans, Real Estate Transactions, Microsoft Excel, Management, Real Estate Economics, Contract Negotiation, PowerPoint, Customer Service, Negotiation, Commercial Real Estate, Dispositions, Investment Properties, Microsoft Office, Microsoft Word
Education
University of California, Davis 1974 — 1979
Bachelor of Sceince, Business / Health Services
Bellwether Housing May 2015 - Present
Sammamish, WA September 2014 - May 2015
Harbor Properties, Inc. May 2003 - July 2012
Trammell Crow Residential February 1996 - May 2003
Wells Fargo October 1983 - December 1995
Union Bank September 1979 - October 1983
Skills
Real Estate Finance, Asset Management, Asset Dispositions, Operations Management, Real Estate Development, Board level experience, Due Diligence, Loans, Real Estate Transactions, Microsoft Excel, Management, Real Estate Economics, Contract Negotiation, PowerPoint, Customer Service, Negotiation, Commercial Real Estate, Dispositions, Investment Properties, Microsoft Office, Microsoft Word
Education
University of California, Davis 1974 — 1979
Bachelor of Sceince, Business / Health Services
Haneen Saideh Haneen Saideh's Wells Fargo Experience September 2011 - April 2014
Job Accounting Analyst at Palantir Technologies
Industry Financial Services
Experience
Palantir Technologies April 2014 - Present
Wells Fargo September 2011 - April 2014
Zabace Inc. January 2009 - August 2011
Peanut Labs December 2010 - March 2011
Skills
Finance, Marketing, Selling, Portfolio Management, Social Media, Advertising, Financial Analysis
Education
UC Davis 2008 — 2011
Bachelor's, Economics with emphasis in Managerial Economics
Palantir Technologies April 2014 - Present
Wells Fargo September 2011 - April 2014
Zabace Inc. January 2009 - August 2011
Peanut Labs December 2010 - March 2011
Skills
Finance, Marketing, Selling, Portfolio Management, Social Media, Advertising, Financial Analysis
Education
UC Davis 2008 — 2011
Bachelor's, Economics with emphasis in Managerial Economics
Ali Tahbaz Ali Tahbaz's Wells Fargo Experience November 2009 - March 2011
Job Leader Automation engineer, SQA eCommerce systems
Industry Information Technology and Services
Experience
Restoration Hardware March 2011 - Present
Wells Fargo November 2009 - March 2011
Longs Drugs March 2004 - June 2009
Eluxury/LVMH (Louis Vuitton Moet Hennessy) 2002 - 2003
Sephora January 2000 - March 2002
Scient January 1999 - March 2000
Skills
Testing, Integration, SQL, User Acceptance Testing, Test Planning, Quality Assurance, Software Quality..., Regression Testing, HP Quality Center, Databases, Selenium, RubyMine, Quality Center, Oracle, Unix, Software Documentation, Data Warehousing, Retail, SDLC
Education
University of California, Davis 1996 — 2000
Bachelor of Science, Psychology and minor in RCM
University of California, Davis
Restoration Hardware March 2011 - Present
Wells Fargo November 2009 - March 2011
Longs Drugs March 2004 - June 2009
Eluxury/LVMH (Louis Vuitton Moet Hennessy) 2002 - 2003
Sephora January 2000 - March 2002
Scient January 1999 - March 2000
Skills
Testing, Integration, SQL, User Acceptance Testing, Test Planning, Quality Assurance, Software Quality..., Regression Testing, HP Quality Center, Databases, Selenium, RubyMine, Quality Center, Oracle, Unix, Software Documentation, Data Warehousing, Retail, SDLC
Education
University of California, Davis 1996 — 2000
Bachelor of Science, Psychology and minor in RCM
University of California, Davis
Darren DeFrance Darren DeFrance's Wells Fargo Experience 1998 - 1999
Job Attorney at Goldberg Jones
Industry Law Practice
Experience
Goldberg Jones August 2013 - Present
King County Prosecuting Attorney's Office 2011 - 2012
City of Vancouver, Washington February 2008 - September 2011
Sacramento County District Attorney's Office 2006 - 2007
E*TRADE Financial February 2003 - July 2004
Wells Fargo 1998 - 1999
Education
University of the Pacific - McGeorge School of Law 2004 — 2007
Doctor of Law (J.D.)
UC Davis 2000 — 2002
Bachelor of Arts (B.A.), Political Science and Government; Sociology
Goldberg Jones August 2013 - Present
King County Prosecuting Attorney's Office 2011 - 2012
City of Vancouver, Washington February 2008 - September 2011
Sacramento County District Attorney's Office 2006 - 2007
E*TRADE Financial February 2003 - July 2004
Wells Fargo 1998 - 1999
Education
University of the Pacific - McGeorge School of Law 2004 — 2007
Doctor of Law (J.D.)
UC Davis 2000 — 2002
Bachelor of Arts (B.A.), Political Science and Government; Sociology
Golzar Rassouli's Wells Fargo Experience September 2011 - March 2013
Job Associate, Private Client Group at Litman Gregory
Industry Financial Services
Experience
Litman Gregory December 2013 - Present
Wells Fargo September 2011 - March 2013
Morgan Stanley Wealth Management June 2012 - August 2012
San Rafael Chamber of Commerce August 2010 - September 2010
Education
University of California, Davis 2009 — 2013
Bachelor of Arts (B.A.), Economics and Communications
Novato High School
Litman Gregory December 2013 - Present
Wells Fargo September 2011 - March 2013
Morgan Stanley Wealth Management June 2012 - August 2012
San Rafael Chamber of Commerce August 2010 - September 2010
Education
University of California, Davis 2009 — 2013
Bachelor of Arts (B.A.), Economics and Communications
Novato High School
Harpreet Brar Harpreet Brar's Wells Fargo Experience May 2014 - Present
Job Operational Risk Consultant Assistant Vice President Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2014 - Present
Wells Fargo July 2009 - May 2014
Wells Fargo July 2005 - July 2009
Wells Fargo Financial 2006 - 2009
Skills
Loans, Credit, Credit Analysis, Credit Risk, Banking, Mortgage Lending, Loan Origination, Financial Analysis, Commercial Banking, Portfolio Management, Consumer Lending
Education
University of California, Davis 2001 — 2005
Bachelor of Arts (B.A.), Economics
Wells Fargo May 2014 - Present
Wells Fargo July 2009 - May 2014
Wells Fargo July 2005 - July 2009
Wells Fargo Financial 2006 - 2009
Skills
Loans, Credit, Credit Analysis, Credit Risk, Banking, Mortgage Lending, Loan Origination, Financial Analysis, Commercial Banking, Portfolio Management, Consumer Lending
Education
University of California, Davis 2001 — 2005
Bachelor of Arts (B.A.), Economics
Catia Thiebaut Catia Thiebaut's Wells Fargo Experience July 2010 - May 2012
Job Global Solutions Sales Representative
Industry Printing
Experience
Keller Williams Realty, Inc. June 2010 - Present
ARC Document Solutions March 2015 - Present
ARC Document Solutions May 2012 - March 2015
Wells Fargo July 2010 - May 2012
Bank of America 2004 - 2010
Lapham Company January 2007 - June 2009
Skills
Digital Printing, Document Management, Managed Print Services, Direct Mail, Account Management, Business Analysis, Process Improvement, Software Documentation, Salesforce.com, Forecasting, Project Management, Budgets, Pricing, Management, Analysis, Sales Operations, Direct Sales, New Business Development
Education
University of California, Davis 2007 — 2009
Bachelor's degree, Economics
Keller Williams Realty, Inc. June 2010 - Present
ARC Document Solutions March 2015 - Present
ARC Document Solutions May 2012 - March 2015
Wells Fargo July 2010 - May 2012
Bank of America 2004 - 2010
Lapham Company January 2007 - June 2009
Skills
Digital Printing, Document Management, Managed Print Services, Direct Mail, Account Management, Business Analysis, Process Improvement, Software Documentation, Salesforce.com, Forecasting, Project Management, Budgets, Pricing, Management, Analysis, Sales Operations, Direct Sales, New Business Development
Education
University of California, Davis 2007 — 2009
Bachelor's degree, Economics
W. Alexander Aguilar W. Alexander Aguilar's Wells Fargo Experience September 2009 - August 2010
Job Account Executive at Yelp
Industry Executive Office
Experience
Yelp November 2014 - Present
Trulia February 2014 - November 2014
Trulia February 2013 - February 2014
Trulia September 2012 - February 2013
LoopNet September 2010 - August 2012
Wells Fargo September 2009 - August 2010
Comcast February 2009 - September 2009
Genentech January 2008 - November 2008
Opstechnology August 2007 - January 2008
Skills
Salesforce.com, SaaS, Customer Service, Advertising, Access, Administration, Accounting, Account Management, Data Analysis, Excel, Research, Real Estate, Market Research, Troubleshooting, Microsoft Office, Oracle, Photoshop, Java, Mac OS X, Banking, Budgeting, Microsoft Excel, Cold Calling, Sales Operations, Sales, Sales Process, Budgets, OS X, Customer Satisfaction, Management, Training, Time Management
Education
UC Davis 2003 — 2008
Biochemistry, Minor- Business Management
Yelp November 2014 - Present
Trulia February 2014 - November 2014
Trulia February 2013 - February 2014
Trulia September 2012 - February 2013
LoopNet September 2010 - August 2012
Wells Fargo September 2009 - August 2010
Comcast February 2009 - September 2009
Genentech January 2008 - November 2008
Opstechnology August 2007 - January 2008
Skills
Salesforce.com, SaaS, Customer Service, Advertising, Access, Administration, Accounting, Account Management, Data Analysis, Excel, Research, Real Estate, Market Research, Troubleshooting, Microsoft Office, Oracle, Photoshop, Java, Mac OS X, Banking, Budgeting, Microsoft Excel, Cold Calling, Sales Operations, Sales, Sales Process, Budgets, OS X, Customer Satisfaction, Management, Training, Time Management
Education
UC Davis 2003 — 2008
Biochemistry, Minor- Business Management
Eva Leung Eva Leung's Wells Fargo Experience October 2012 - Present
Job Analytics Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2012 - Present
Wells Fargo August 2010 - October 2012
Wells Fargo October 2008 - August 2010
Education
University of California, Davis 2004 — 2008
BS, Managerial Economics
Wells Fargo October 2012 - Present
Wells Fargo August 2010 - October 2012
Wells Fargo October 2008 - August 2010
Education
University of California, Davis 2004 — 2008
BS, Managerial Economics
Garland Xu Garland Xu's Wells Fargo Experience January 2014 - Present
Job Teller at Wells Fargo
Industry Human Resources
Experience
Wells Fargo January 2014 - Present
Wells Fargo January 2014 - Present
Sodexo March 2011 - June 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Data Entry, PowerPoint, Time Management, Teamwork, Access, Outlook, Critical Thinking, Data Analysis, Customer Service, Research, Facebook
Education
UC Davis 2009 — 2013
Bachelor of Arts (B.A.), Economics and Interational Relationship
Wells Fargo January 2014 - Present
Wells Fargo January 2014 - Present
Sodexo March 2011 - June 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Data Entry, PowerPoint, Time Management, Teamwork, Access, Outlook, Critical Thinking, Data Analysis, Customer Service, Research, Facebook
Education
UC Davis 2009 — 2013
Bachelor of Arts (B.A.), Economics and Interational Relationship
Anna Downing's Wells Fargo Experience August 2006 - May 2007
Job Operations Director at Brilliant Ink
Industry Real Estate
Experience
Brilliant Ink March 2015 - Present
Brilliant Ink October 2012 - February 2015
Shorenstein Realty Services January 2011 - September 2012
Shorenstein Realty Services June 2007 - January 2011
Wells Fargo August 2006 - May 2007
Skills
Business Planning, Performance Management, Human Resources, Accounting, Strategy, Finance, Leadership, Public Speaking, Social Media, Customer Service, Selling, Management, Social Media Marketing, Forecasting, Marketing, Property Management, Event Planning, Sales, Lease Administration, Real Estate, Outlook, Budgets, Leases, Training, Commercial Real Estate, Public Relations, Research, Microsoft Office
Education
University of California, Davis 2002 — 2006
BA, Psychology
University of California, Davis 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Brilliant Ink March 2015 - Present
Brilliant Ink October 2012 - February 2015
Shorenstein Realty Services January 2011 - September 2012
Shorenstein Realty Services June 2007 - January 2011
Wells Fargo August 2006 - May 2007
Skills
Business Planning, Performance Management, Human Resources, Accounting, Strategy, Finance, Leadership, Public Speaking, Social Media, Customer Service, Selling, Management, Social Media Marketing, Forecasting, Marketing, Property Management, Event Planning, Sales, Lease Administration, Real Estate, Outlook, Budgets, Leases, Training, Commercial Real Estate, Public Relations, Research, Microsoft Office
Education
University of California, Davis 2002 — 2006
BA, Psychology
University of California, Davis 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Heather Cable Heather Cable's Wells Fargo Experience 2006 - 2008
Job Investment Officer at CalPERS
Industry Investment Management
Experience
CalPERS December 2009 - Present
State Personnel Board 2008 - 2009
Wells Fargo 2006 - 2008
Wells Fargo 1999 - 2006
Skills
Financial Reporting and..., Expense Budget..., Investments, Finance, Financial Analysis, Financial Statement..., Project Management, Operations Management, Government Accounting, Institutional..., Consolidated Financial..., CMBS, Financial Modeling, Leadership, Banking
Education
University of California, Davis 2002 — 2004
Bachelor's Degree
Nile C. Kinnick high school (Yokosuka, Japan) 1994 — 1998
CalPERS December 2009 - Present
State Personnel Board 2008 - 2009
Wells Fargo 2006 - 2008
Wells Fargo 1999 - 2006
Skills
Financial Reporting and..., Expense Budget..., Investments, Finance, Financial Analysis, Financial Statement..., Project Management, Operations Management, Government Accounting, Institutional..., Consolidated Financial..., CMBS, Financial Modeling, Leadership, Banking
Education
University of California, Davis 2002 — 2004
Bachelor's Degree
Nile C. Kinnick high school (Yokosuka, Japan) 1994 — 1998
Abdul Omarkhil, CFA Abdul Omarkhil, CFA's Wells Fargo Experience 2009 - 2011
Job
Industry Financial Services
Experience
Teknos Associates LLC 2012 - Present
Wells Fargo 2009 - 2011
Wells Fargo 2007 - 2009
Skills
Financial Modeling, Financial Analysis, Credit Analysis, Portfolio Management, Underwriting, Valuation, Risk Management, Investments, Capital IQ, DCF, Business Valuation, Venture Capital, Finance, Microsoft Excel, PowerPoint, Microsoft Office
Education
University of California, Davis 2004 — 2007
B.S., Managerial Economics, Finance
Teknos Associates LLC 2012 - Present
Wells Fargo 2009 - 2011
Wells Fargo 2007 - 2009
Skills
Financial Modeling, Financial Analysis, Credit Analysis, Portfolio Management, Underwriting, Valuation, Risk Management, Investments, Capital IQ, DCF, Business Valuation, Venture Capital, Finance, Microsoft Excel, PowerPoint, Microsoft Office
Education
University of California, Davis 2004 — 2007
B.S., Managerial Economics, Finance
Cuc Crystal Nguyen Cuc Crystal Nguyen's Wells Fargo Experience July 2005 - October 2005
Job at Key Legacy Real Estate Services
Industry Real Estate
Experience
Key Legacy Real Estate Services October 2005 - Present
Wells Fargo July 2005 - October 2005
Wells Fargo May 1995 - July 2005
Skills
Real Estate License, Notary, Life Insurance, Foreign Languages, Loans, Real Estate, Real Estate Transactions, Sales Management, Residential Homes, First Time Home Buyers, Refinance, Property Management, FHA, Short Sales, Sellers, Investment Properties, Residential Mortgages, Investors, Commercial Real Estate, Leadership, REO, Foreclosures, Mortgage Lending, Loan Origination, Mortgage Banking, Buyer Representation, Brokerage, Referrals, Buyers, Single Family Homes, Relocation, Condos, Real Property, Real Estate Financing, Vacation Homes, Listings, Finance, Credit, Move Up Buyers, Property, Leases, VA loans, HUD, New Home Sales, Seniors, Rentals, 1031 Exchanges, Real Estate Economics, Luxury, FHA financing
Education
UC Davis
Bachelor's degree, Food Science with emphasis in Food Microbiology
Key Legacy Real Estate Services October 2005 - Present
Wells Fargo July 2005 - October 2005
Wells Fargo May 1995 - July 2005
Skills
Real Estate License, Notary, Life Insurance, Foreign Languages, Loans, Real Estate, Real Estate Transactions, Sales Management, Residential Homes, First Time Home Buyers, Refinance, Property Management, FHA, Short Sales, Sellers, Investment Properties, Residential Mortgages, Investors, Commercial Real Estate, Leadership, REO, Foreclosures, Mortgage Lending, Loan Origination, Mortgage Banking, Buyer Representation, Brokerage, Referrals, Buyers, Single Family Homes, Relocation, Condos, Real Property, Real Estate Financing, Vacation Homes, Listings, Finance, Credit, Move Up Buyers, Property, Leases, VA loans, HUD, New Home Sales, Seniors, Rentals, 1031 Exchanges, Real Estate Economics, Luxury, FHA financing
Education
UC Davis
Bachelor's degree, Food Science with emphasis in Food Microbiology
Ann Marie Quinn Ann Marie Quinn's Wells Fargo Experience 2008 - Present
Job Senior Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2008 - Present
Wells Fargo January 2006 - January 2012
Wells Fargo 1995 - 2006
Wells Fargo January 1993 - January 1995
Wells Fargo January 1991 - January 1993
American Business Communications January 1989 - January 1991
Crane Auvil & Associates January 1987 - January 1989
Crane Auvil & Associates January 1985 - January 1987
Skills
Marketing, Marketing Communications, Integrated Marketing, Brand Development, Corporate Communications, Marketing Strategy, Advertising, Leadership, Competitive Analysis, Strategy, Direct Marketing, Management, Brand Management, Strategic Partnerships, CRM, Strategic Planning, Digital Marketing, Budgets, Online Marketing, Social Media Marketing, Online Advertising, Product Marketing, Business Strategy, Marketing Management, Market Research, Lead Generation, Analytics, Corporate Branding
Education
University of California, Davis 1979 — 1984
Bachelor of Science, Design
UC Berkeley Extension
Graphic Design
Wells Fargo 2008 - Present
Wells Fargo January 2006 - January 2012
Wells Fargo 1995 - 2006
Wells Fargo January 1993 - January 1995
Wells Fargo January 1991 - January 1993
American Business Communications January 1989 - January 1991
Crane Auvil & Associates January 1987 - January 1989
Crane Auvil & Associates January 1985 - January 1987
Skills
Marketing, Marketing Communications, Integrated Marketing, Brand Development, Corporate Communications, Marketing Strategy, Advertising, Leadership, Competitive Analysis, Strategy, Direct Marketing, Management, Brand Management, Strategic Partnerships, CRM, Strategic Planning, Digital Marketing, Budgets, Online Marketing, Social Media Marketing, Online Advertising, Product Marketing, Business Strategy, Marketing Management, Market Research, Lead Generation, Analytics, Corporate Branding
Education
University of California, Davis 1979 — 1984
Bachelor of Science, Design
UC Berkeley Extension
Graphic Design
Soulaima Dennawi Soulaima Dennawi's Wells Fargo Experience 2008 - 2011
Job Director of Finance and Administration at Nue Medical Consulting
Industry Financial Services
Experience
Nue Medical Consulting 2013 - Present
Alghanim Industries 2012 - 2013
OneScreen 2011 - 2012
Robert Half Finance & Accounting 2011 - 2011
Wells Fargo 2008 - 2011
Wells Fargo 2006 - 2008
Wells Fargo 2004 - 2006
Wells Fargo 2002 - 2004
Skills
Forecasting, Customer Relations, Analysis, Hiring, Financial Modeling, Financial Analysis, Direct Recruiting, Detail Orientation, Managerial Experience, Technically competent, Resource Efficiency, Process Efficiencies, Fast Learner, Team Motivator, Excel, Outlook, PowerPoint, Access, Microsoft Office, Word, Teamwork, Financial Reporting, Marketing, Recruiting, Microsoft Excel, Customer Service, Management, Microsoft Word
Education
University of California, Davis 2006 — 2008
Bachelor of art, Economics
Nue Medical Consulting 2013 - Present
Alghanim Industries 2012 - 2013
OneScreen 2011 - 2012
Robert Half Finance & Accounting 2011 - 2011
Wells Fargo 2008 - 2011
Wells Fargo 2006 - 2008
Wells Fargo 2004 - 2006
Wells Fargo 2002 - 2004
Skills
Forecasting, Customer Relations, Analysis, Hiring, Financial Modeling, Financial Analysis, Direct Recruiting, Detail Orientation, Managerial Experience, Technically competent, Resource Efficiency, Process Efficiencies, Fast Learner, Team Motivator, Excel, Outlook, PowerPoint, Access, Microsoft Office, Word, Teamwork, Financial Reporting, Marketing, Recruiting, Microsoft Excel, Customer Service, Management, Microsoft Word
Education
University of California, Davis 2006 — 2008
Bachelor of art, Economics
Michael Pap Rocki Michael Pap Rocki's Wells Fargo Experience August 2008 - September 2010
Job Consultant at The Alexander Group
Industry Management Consulting
Experience
The Alexander Group September 2014 - Present
The Alexander Group September 2012 - August 2014
The Alexander Group October 2011 - September 2012
Bank of America September 2010 - October 2011
Wells Fargo August 2008 - September 2010
Skills
Financial Modeling, Analytics, Data Analysis, Business Analysis, Segmentation, Analysis, Management Consulting, Business Strategy, Benchmarking, Incentive Programs, Business Analytics, Quantitative Analytics, Sales Compensation
Education
UC Davis 2002 — 2006
BS, Statistics
The Alexander Group September 2014 - Present
The Alexander Group September 2012 - August 2014
The Alexander Group October 2011 - September 2012
Bank of America September 2010 - October 2011
Wells Fargo August 2008 - September 2010
Skills
Financial Modeling, Analytics, Data Analysis, Business Analysis, Segmentation, Analysis, Management Consulting, Business Strategy, Benchmarking, Incentive Programs, Business Analytics, Quantitative Analytics, Sales Compensation
Education
UC Davis 2002 — 2006
BS, Statistics
Arnold (Ari) Cassuto, CTP, MBA Arnold (Ari) Cassuto, CTP, MBA's Wells Fargo Experience September 2002 - September 2003
Job VP; Senior Territory Manager for Chase Paymentech
Industry Banking
Experience
Chase Paymentech April 2015 - Present
JPMorgan Chase August 2013 - April 2015
Popular Community Bank September 2012 - August 2013
Bank of America June 2008 - August 2012
Bank of America June 2007 - June 2008
Marcus & Millichap June 2006 - August 2006
Tenderloin Neighborhood Development Corporation June 2004 - June 2005
Investors Bank & Trust September 2003 - June 2004
Wells Fargo September 2002 - September 2003
Skills
Sales Process, Data Analysis, Client Development, New Business Development, Teamwork, Customer Experience, Presentations, Strategic Thinking, Real Estate, Building Relationships, Oracle CRM, Microsoft Office, Cash Management, Financial Services, Commercial Banking, Major Accounts, SPIN Selling, Finance, Leadership, Financial Modeling, CTP, AFP, Management, Treasury Management, Loans, Treasury Services, Financial Risk, Credit Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
Master of Business Administration (MBA), Real Estate
University of California, Davis 1998 — 2003
Bachelor of Science (BS), Economics
Chase Paymentech April 2015 - Present
JPMorgan Chase August 2013 - April 2015
Popular Community Bank September 2012 - August 2013
Bank of America June 2008 - August 2012
Bank of America June 2007 - June 2008
Marcus & Millichap June 2006 - August 2006
Tenderloin Neighborhood Development Corporation June 2004 - June 2005
Investors Bank & Trust September 2003 - June 2004
Wells Fargo September 2002 - September 2003
Skills
Sales Process, Data Analysis, Client Development, New Business Development, Teamwork, Customer Experience, Presentations, Strategic Thinking, Real Estate, Building Relationships, Oracle CRM, Microsoft Office, Cash Management, Financial Services, Commercial Banking, Major Accounts, SPIN Selling, Finance, Leadership, Financial Modeling, CTP, AFP, Management, Treasury Management, Loans, Treasury Services, Financial Risk, Credit Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
Master of Business Administration (MBA), Real Estate
University of California, Davis 1998 — 2003
Bachelor of Science (BS), Economics
Patrick Mun Patrick Mun's Wells Fargo Experience 2010 - 2012
Job Vice President, Technology Banking at Citi
Industry Financial Services
Experience
Citi 2012 - Present
Wells Fargo 2010 - 2012
Wells Fargo 2008 - 2010
Equilar, Inc. 2008 - 2008
Skills
Financial Modeling, Investments, Credit Analysis, Financial Analysis, Banking, Valuation, Credit, Portfolio Management, Investment Banking, Loans, Credit Risk, Fixed Income, Finance, Risk Management
Education
University of California, Davis 2004 — 2007
Bachelor of Arts, Economics
Citi 2012 - Present
Wells Fargo 2010 - 2012
Wells Fargo 2008 - 2010
Equilar, Inc. 2008 - 2008
Skills
Financial Modeling, Investments, Credit Analysis, Financial Analysis, Banking, Valuation, Credit, Portfolio Management, Investment Banking, Loans, Credit Risk, Fixed Income, Finance, Risk Management
Education
University of California, Davis 2004 — 2007
Bachelor of Arts, Economics
Jennifer Holliday Jennifer Holliday's Wells Fargo Experience January 2002 - March 2006
Job Assistant Vice President, Treasury Management Officer at Franklin Synergy Bank
Industry Banking
Experience
Franklin Synergy Bank February 2014 - Present
Southeast Financial Credit Union 2008 - 2009
Irwin Union Bank March 2006 - February 2007
River City Bank 2007 - 2007
Wells Fargo January 2002 - March 2006
Wells Fargo August 1998 - December 2001
Wells Fargo 1994 - 1998
Skills
Retail Banking, Commercial Banking, Branch Banking, Loans, Deposits, Sales Management, Teller Operations, Team Leadership, Team Management, Hiring Employees, Sales Operations, Service Management, Customer Service, Interpersonal Leadership
Education
University of California, Davis
Bachelor's degree
Franklin Synergy Bank February 2014 - Present
Southeast Financial Credit Union 2008 - 2009
Irwin Union Bank March 2006 - February 2007
River City Bank 2007 - 2007
Wells Fargo January 2002 - March 2006
Wells Fargo August 1998 - December 2001
Wells Fargo 1994 - 1998
Skills
Retail Banking, Commercial Banking, Branch Banking, Loans, Deposits, Sales Management, Teller Operations, Team Leadership, Team Management, Hiring Employees, Sales Operations, Service Management, Customer Service, Interpersonal Leadership
Education
University of California, Davis
Bachelor's degree
Jill Thompson Jill Thompson's Wells Fargo Experience 1997 - 1999
Job Director HR Business Partner at Pacific Gas and Electric Company
Industry Human Resources
Experience
Pacific Gas and Electric Company April 2013 - Present
Comcast Cable August 2012 - April 2013
Comcast Cable 2008 - August 2012
Comcast April 2003 - April 2008
Group Practice Affiliates (healthcare) 2001 - 2002
InnoVentry 1999 - 2001
Wells Fargo 1997 - 1999
Skills
Employee Relations, Union Avoidance, Workforce Planning, Deferred Compensation, Onboarding, Performance Management, Succession Planning, Talent Acquisition, Employee Engagement, Talent Management, Labor Relations, HRIS, Benefits Administration, Organizational..., HR Policies, Human Resources, FMLA, Employee Benefits, Recruiting, Applicant Tracking..., Leadership, New Hire Orientations, Coaching, PeopleSoft, College Recruiting, Performance Improvement, Hiring, Employee Training, Leadership Development, Organizational Design, Personnel Management, HR Consulting, Compensation & Benefit, Employment Law, Interviews, HR Transformation, Employer Branding, Employee Handbooks, Conflict Resolution, Organizational..., Technical Recruiting, Career Development, Temporary Placement, SPHR, Taleo, Job Descriptions, Internet Recruiting, Industrial Relations, EEO, Strategic HR
Education
University of Phoenix 2000 — 2002
MBA, Business
University of California, Davis
Bachelor's, English
Pacific Gas and Electric Company April 2013 - Present
Comcast Cable August 2012 - April 2013
Comcast Cable 2008 - August 2012
Comcast April 2003 - April 2008
Group Practice Affiliates (healthcare) 2001 - 2002
InnoVentry 1999 - 2001
Wells Fargo 1997 - 1999
Skills
Employee Relations, Union Avoidance, Workforce Planning, Deferred Compensation, Onboarding, Performance Management, Succession Planning, Talent Acquisition, Employee Engagement, Talent Management, Labor Relations, HRIS, Benefits Administration, Organizational..., HR Policies, Human Resources, FMLA, Employee Benefits, Recruiting, Applicant Tracking..., Leadership, New Hire Orientations, Coaching, PeopleSoft, College Recruiting, Performance Improvement, Hiring, Employee Training, Leadership Development, Organizational Design, Personnel Management, HR Consulting, Compensation & Benefit, Employment Law, Interviews, HR Transformation, Employer Branding, Employee Handbooks, Conflict Resolution, Organizational..., Technical Recruiting, Career Development, Temporary Placement, SPHR, Taleo, Job Descriptions, Internet Recruiting, Industrial Relations, EEO, Strategic HR
Education
University of Phoenix 2000 — 2002
MBA, Business
University of California, Davis
Bachelor's, English
Jennifer Choe Jennifer Choe's Wells Fargo Experience April 2005 - December 2010
Job HRBP, Employee Relations and Investigations
Industry Internet
Experience
Google, an Alphabet Company June 2015 - Present
Genentech December 2010 - May 2015
Wells Fargo April 2005 - December 2010
World Savings (acquired by Wachovia) April 2005 - July 2007
Trimble Navigation June 2002 - April 2005
Shoreline Communications/Claria Corporation January 2000 - October 2001
Kaiser Permanente January 1998 - January 2000
Education
University of California, Davis 1993 — 1997
Bachelor of Science, Psychology
Google, an Alphabet Company June 2015 - Present
Genentech December 2010 - May 2015
Wells Fargo April 2005 - December 2010
World Savings (acquired by Wachovia) April 2005 - July 2007
Trimble Navigation June 2002 - April 2005
Shoreline Communications/Claria Corporation January 2000 - October 2001
Kaiser Permanente January 1998 - January 2000
Education
University of California, Davis 1993 — 1997
Bachelor of Science, Psychology
Dianne Meyers Dianne Meyers's Wells Fargo Experience October 2013 - Present
Job Project Management (PMP) and Strategic Sales
Industry Information Technology and Services
Experience
Wells Fargo October 2013 - Present
World Wide Technology March 2012 - July 2013
Dianne Meyers PLLC March 2010 - March 2012
Face to Face Live March 2008 - October 2008
Veraz Networks / ipVerse November 1999 - January 2005
Fore Systems 1998 - 1999
Qwest Communications / US West 1995 - 1998
Unisys Network Enable 1993 - 1995
Vitalink Communications / Network Systems Corp 1988 - 1993
Amdahl Communications 1986 - 1987
Skills
VoIP, MS Project, Strategy, PMP, Solution Selling, Telecommunications, Unified Communications, Managed Services, Wireless, Cloud Computing, Cisco Technologies, New Business Development, Professional Services, CRM, Enterprise Software, Start-ups, Channel Partners
Education
University of California, Davis 1973 — 1978
BA
Capital Group Seminars
University of California, Davis
BA
University of California, Davis
MA
Wells Fargo October 2013 - Present
World Wide Technology March 2012 - July 2013
Dianne Meyers PLLC March 2010 - March 2012
Face to Face Live March 2008 - October 2008
Veraz Networks / ipVerse November 1999 - January 2005
Fore Systems 1998 - 1999
Qwest Communications / US West 1995 - 1998
Unisys Network Enable 1993 - 1995
Vitalink Communications / Network Systems Corp 1988 - 1993
Amdahl Communications 1986 - 1987
Skills
VoIP, MS Project, Strategy, PMP, Solution Selling, Telecommunications, Unified Communications, Managed Services, Wireless, Cloud Computing, Cisco Technologies, New Business Development, Professional Services, CRM, Enterprise Software, Start-ups, Channel Partners
Education
University of California, Davis 1973 — 1978
BA
Capital Group Seminars
University of California, Davis
BA
University of California, Davis
MA
Brendan Minehan Brendan Minehan's Wells Fargo Experience June 2007 - August 2008
Job Associate M&A at J.P. Morgan
Industry Banking
Experience
J.P. Morgan July 2013 - Present
J.P. Morgan June 2012 - August 2012
Wells Fargo Securities June 2011 - July 2011
Wells Fargo & Co August 2008 - May 2011
Wells Fargo June 2007 - August 2008
Skills
Strategy, Business Strategy, Analysis, Public Speaking, Mirth, Wit, Timely Decision Making, Program Management, Finance, Mergers & Acquisitions, Leadership Development, Corporate Finance, Management Consulting
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA, Finance
University of California, Davis 2002 — 2007
B.S., Managerial Economics, Minor in Physics
J.P. Morgan July 2013 - Present
J.P. Morgan June 2012 - August 2012
Wells Fargo Securities June 2011 - July 2011
Wells Fargo & Co August 2008 - May 2011
Wells Fargo June 2007 - August 2008
Skills
Strategy, Business Strategy, Analysis, Public Speaking, Mirth, Wit, Timely Decision Making, Program Management, Finance, Mergers & Acquisitions, Leadership Development, Corporate Finance, Management Consulting
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA, Finance
University of California, Davis 2002 — 2007
B.S., Managerial Economics, Minor in Physics
Heather O'Reilly Heather O'Reilly's Wells Fargo Experience January 2002 - January 2003
Job Director, Marketing Communications at Yodlee Infotech Pvt Ltd.
Industry Computer & Network Security
Experience
Yodlee July 2014 - Present
Dell SonicWALL May 2012 - July 2014
SonicWALL March 2003 - June 2012
Wells Fargo January 2002 - January 2003
3ware 1999 - 2001
3ware - Acquired by AMCC 1999 - 2001
Alps Electric (contract through Adecco) 1998 - 1999
Skills
CRM, Go-to-market Strategy, Multi-channel Marketing, Strategic Partnerships, SaaS, Demand Generation, Channel Partners, Direct Sales, Product Management, Product Marketing, Channel, Start-ups, New Business Development, Marketing Communications, Business Development, Marketing Automation, Marketing, Salesforce.com, Lead Generation
Education
University of California, Davis 1993 — 1997
BA
Yodlee July 2014 - Present
Dell SonicWALL May 2012 - July 2014
SonicWALL March 2003 - June 2012
Wells Fargo January 2002 - January 2003
3ware 1999 - 2001
3ware - Acquired by AMCC 1999 - 2001
Alps Electric (contract through Adecco) 1998 - 1999
Skills
CRM, Go-to-market Strategy, Multi-channel Marketing, Strategic Partnerships, SaaS, Demand Generation, Channel Partners, Direct Sales, Product Management, Product Marketing, Channel, Start-ups, New Business Development, Marketing Communications, Business Development, Marketing Automation, Marketing, Salesforce.com, Lead Generation
Education
University of California, Davis 1993 — 1997
BA
Jim Pelka Jim Pelka's Wells Fargo Experience July 2014 - Present
Job Treasury Management Regional Sales Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2014 - Present
Wells Fargo May 2006 - June 2014
Wells Fargo August 2004 - May 2006
Wells Fargo October 2003 - August 2004
Enterprise Rent-A-Car March 2002 - October 2003
Gallo Sales Company April 2000 - February 2002
Skills
Sales, Treasury Management, Banking, Commercial Banking, Loans, Commercial Lending, Portfolio Management
Education
University of California, Davis 1994 — 1999
BA, Comm
Bellarmine College Preparatory 1990 — 1994
Wells Fargo July 2014 - Present
Wells Fargo May 2006 - June 2014
Wells Fargo August 2004 - May 2006
Wells Fargo October 2003 - August 2004
Enterprise Rent-A-Car March 2002 - October 2003
Gallo Sales Company April 2000 - February 2002
Skills
Sales, Treasury Management, Banking, Commercial Banking, Loans, Commercial Lending, Portfolio Management
Education
University of California, Davis 1994 — 1999
BA, Comm
Bellarmine College Preparatory 1990 — 1994
David Lui David Lui's Wells Fargo Experience October 2013 - Present
Job Analytics Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2013 - Present
Wells Fargo August 2013 - October 2013
Wells Fargo July 2012 - January 2013
Wells Fargo September 2011 - June 2012
Skills
Financial Analysis, Finance, Corporate Finance, Financial Modeling, Banking, Bloomberg, Credit Analysis, Analysis, Credit, Risk Management
Education
University of California, Davis 2007 — 2011
BS, Managerial Economics
Wells Fargo October 2013 - Present
Wells Fargo August 2013 - October 2013
Wells Fargo July 2012 - January 2013
Wells Fargo September 2011 - June 2012
Skills
Financial Analysis, Finance, Corporate Finance, Financial Modeling, Banking, Bloomberg, Credit Analysis, Analysis, Credit, Risk Management
Education
University of California, Davis 2007 — 2011
BS, Managerial Economics
Jim Pisani Jim Pisani's Wells Fargo Experience April 1995 - June 2015
Job Ag Consulting and Appraisal
Industry Real Estate
Experience
Wells Fargo April 1995 - June 2015
Equitable Agri-business July 1994 - April 1995
Travelers May 1983 - April 1994
Education
University of California, Davis 1977 — 1982
Bachelor's and Master's degrees, Agricultural Economics
Wells Fargo April 1995 - June 2015
Equitable Agri-business July 1994 - April 1995
Travelers May 1983 - April 1994
Education
University of California, Davis 1977 — 1982
Bachelor's and Master's degrees, Agricultural Economics
Xinyi (Shela) Hong's Wells Fargo Experience June 2015 - August 2015
Job Credit Risk Intern in Consumer Lending Group at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2015 - August 2015
UC Davis January 2014 - December 2014
Bank of Communications Limited August 2014 - September 2014
Anhui Shuanglun Spirit Company, LLC May 2011 - June 2011
Hewlett-Packard January 2011 - May 2011
Skills
Finance, Marketing, Sales, Microsoft Word, Microsoft Excel, PowerPoint, Analysis, Research, Accounting, Communication, Teamwork, Investment Banking, Winemaking, Microsoft Office
Education
University of California, Davis - Graduate School of Management 2015 — 2016
Master of Professional Accountancy, Accounting
University of California, Davis 2011 — 2015
Bachelor of Science (B.S.), Business/Managerial Economics, 3.72
University of California, Davis 2011 — 2015
Bachelor of Science (B.S.), Viticulture and Enology
Wells Fargo June 2015 - August 2015
UC Davis January 2014 - December 2014
Bank of Communications Limited August 2014 - September 2014
Anhui Shuanglun Spirit Company, LLC May 2011 - June 2011
Hewlett-Packard January 2011 - May 2011
Skills
Finance, Marketing, Sales, Microsoft Word, Microsoft Excel, PowerPoint, Analysis, Research, Accounting, Communication, Teamwork, Investment Banking, Winemaking, Microsoft Office
Education
University of California, Davis - Graduate School of Management 2015 — 2016
Master of Professional Accountancy, Accounting
University of California, Davis 2011 — 2015
Bachelor of Science (B.S.), Business/Managerial Economics, 3.72
University of California, Davis 2011 — 2015
Bachelor of Science (B.S.), Viticulture and Enology
Benjamin Abena Benjamin Abena's Wells Fargo Experience June 2004 - February 2005
Job Electrical Engineer at Think Surgical
Industry Medical Devices
Experience
Think Surgical August 2015 - Present
Fresenius Medical Care August 2011 - August 2015
UltraCell November 2005 - August 2011
Varatouch February 2005 - October 2005
Wells Fargo June 2004 - February 2005
Education
University of California, Davis 1998 — 2002
BS, Electrical Engineering
Think Surgical August 2015 - Present
Fresenius Medical Care August 2011 - August 2015
UltraCell November 2005 - August 2011
Varatouch February 2005 - October 2005
Wells Fargo June 2004 - February 2005
Education
University of California, Davis 1998 — 2002
BS, Electrical Engineering
Christopher Chun's Wells Fargo Experience July 2007 - August 2008
Job Financial Consultant
Industry Financial Services
Experience
Wells Fargo CMS, Research and Inquiry team October 2012 - Present
Samsung C&T, Engineering & Construction Group April 2010 - August 2012
The Timken Company November 2008 - January 2010
Wells Fargo July 2007 - August 2008
Morgan Stanley January 2006 - June 2006
Skills
SAP, JDE, banker system platform, Bilingual, Sales, Operations Management, Account Management, Product Management, Product Marketing, Financial Analysis, Finance, Microsoft Excel, Accounting, Banking, Education, ESL, TESOL, Strategic Financial..., Personal Development, Personal Training, Investment Banking, Retail Banking, Analysis, Asset Management, Financial Modeling, Outlook, Financial Services, JD Edwards, Portfolio Management, Analytics, Credit, Customer Service, Marketing, Investments, Data Analysis, Loans, Risk Management
Education
UC Davis 2003 — 2007
Bachelor of Arts (BA), Economics
University of California, Davis 2003 — 2007
Bachelor of Arts (B.A.), Music
Wells Fargo CMS, Research and Inquiry team October 2012 - Present
Samsung C&T, Engineering & Construction Group April 2010 - August 2012
The Timken Company November 2008 - January 2010
Wells Fargo July 2007 - August 2008
Morgan Stanley January 2006 - June 2006
Skills
SAP, JDE, banker system platform, Bilingual, Sales, Operations Management, Account Management, Product Management, Product Marketing, Financial Analysis, Finance, Microsoft Excel, Accounting, Banking, Education, ESL, TESOL, Strategic Financial..., Personal Development, Personal Training, Investment Banking, Retail Banking, Analysis, Asset Management, Financial Modeling, Outlook, Financial Services, JD Edwards, Portfolio Management, Analytics, Credit, Customer Service, Marketing, Investments, Data Analysis, Loans, Risk Management
Education
UC Davis 2003 — 2007
Bachelor of Arts (BA), Economics
University of California, Davis 2003 — 2007
Bachelor of Arts (B.A.), Music
Natalie De Castro Natalie De Castro's Wells Fargo Experience June 2015 - August 2015
Job Consumer Lending Group Sales and Finance Intern
Industry Financial Services
Experience
Wells Fargo June 2015 - August 2015
Make-A-Wish America April 2015 - June 2015
24 Hour Fitness December 2012 - October 2014
Skills
Sales, Management, Public Speaking, Marketing, Leadership, Marketing Strategy, Microsoft Office, Customer Service, Personal Training, Strategic Planning, Market Research, Event Planning, Microsoft Excel, Team Building, Social Networking, Hiring, Time Management
Education
University of California, Davis
Bachelor of Arts (B.A.), Economics, Senior
Washington State University
Bachelor of Arts (B.A.), Economics
Irvine High School
Irvine High School
Wells Fargo June 2015 - August 2015
Make-A-Wish America April 2015 - June 2015
24 Hour Fitness December 2012 - October 2014
Skills
Sales, Management, Public Speaking, Marketing, Leadership, Marketing Strategy, Microsoft Office, Customer Service, Personal Training, Strategic Planning, Market Research, Event Planning, Microsoft Excel, Team Building, Social Networking, Hiring, Time Management
Education
University of California, Davis
Bachelor of Arts (B.A.), Economics, Senior
Washington State University
Bachelor of Arts (B.A.), Economics
Irvine High School
Irvine High School
Elizabeth Fritz's Wells Fargo Experience June 2012 - May 2013
Job VP Marketing & Communications, Bank of the West Wealth Management / BNP Paribas Group
Industry Financial Services
Experience
Bank of the West March 2015 - Present
Wells Fargo June 2012 - May 2013
Ascent Private Capital Management of U.S. Bank January 2010 - June 2012
Capco October 2009 - December 2010
Wells Fargo March 2007 - September 2009
Wells Fargo March 2006 - September 2007
Skills
Business Analysis, Asset Managment, Wealth Management, Marketing Strategy, Marketing Communications, Project Management, Strategic Communications, Internal & External..., SharePoint, SharePoint Designer, Banking, Marketing, Asset Management, Investments, Business Process..., Financial Services, Management, Start-ups, Direct Marketing, Relationship Management, Leadership, Strategy, Consulting
Education
University of California, Davis
Bank of the West March 2015 - Present
Wells Fargo June 2012 - May 2013
Ascent Private Capital Management of U.S. Bank January 2010 - June 2012
Capco October 2009 - December 2010
Wells Fargo March 2007 - September 2009
Wells Fargo March 2006 - September 2007
Skills
Business Analysis, Asset Managment, Wealth Management, Marketing Strategy, Marketing Communications, Project Management, Strategic Communications, Internal & External..., SharePoint, SharePoint Designer, Banking, Marketing, Asset Management, Investments, Business Process..., Financial Services, Management, Start-ups, Direct Marketing, Relationship Management, Leadership, Strategy, Consulting
Education
University of California, Davis
Victoria Alsabery's Wells Fargo Experience December 1998 - March 2006
Job Director of Employee Initiatives
Industry Financial Services
Experience
Farmers Insurance March 2008 - Present
Fidelity National Information Services May 2006 - August 2007
Wells Fargo December 1998 - March 2006
Skills
Budgets, Business Process, Change Management, Employee Engagement, Human Resources, Leadership, PMO, Process Improvement, Strategic Planning, Strategy, Team Building, Vendor Management, Team Leadership, Cross-functional Team..., Integration, Risk Management, SDLC
Education
Mount St. Mary's College
Bachelors of Science
University of California, Davis
Farmers Insurance March 2008 - Present
Fidelity National Information Services May 2006 - August 2007
Wells Fargo December 1998 - March 2006
Skills
Budgets, Business Process, Change Management, Employee Engagement, Human Resources, Leadership, PMO, Process Improvement, Strategic Planning, Strategy, Team Building, Vendor Management, Team Leadership, Cross-functional Team..., Integration, Risk Management, SDLC
Education
Mount St. Mary's College
Bachelors of Science
University of California, Davis
Jacey Kahn Jacey Kahn's Wells Fargo Experience 2011 - 2012
Job Purchasing at A1 Foam & Fabrics
Industry Wholesale
Experience
Organic Yard Creations April 2013 - Present
A-1 Foam & Fabrics January 2014 - February 2015
Avid Logistics 2011 - January 2014
Central Casting 2012 - 2013
Valley Beth Israel Synagogue 2011 - 2012
Wells Fargo 2011 - 2012
City of Los Angeles 2004 - 2008
Skills
Organization, Efficiency, Reliability, Microsoft Office, Customer Service, Following Directions, Teaching, Social Media, Social Media Marketing, Marketing, Leadership, Data Entry, Community Outreach, Religious Studies, Lifeguarding, Spanish, 3PL, Mas 90, Text Editing, Event Planning, Microsoft Word, Public Speaking
Education
University of California, Davis 2007 — 2010
Bachelor of Science (BS), Economics
Organic Yard Creations April 2013 - Present
A-1 Foam & Fabrics January 2014 - February 2015
Avid Logistics 2011 - January 2014
Central Casting 2012 - 2013
Valley Beth Israel Synagogue 2011 - 2012
Wells Fargo 2011 - 2012
City of Los Angeles 2004 - 2008
Skills
Organization, Efficiency, Reliability, Microsoft Office, Customer Service, Following Directions, Teaching, Social Media, Social Media Marketing, Marketing, Leadership, Data Entry, Community Outreach, Religious Studies, Lifeguarding, Spanish, 3PL, Mas 90, Text Editing, Event Planning, Microsoft Word, Public Speaking
Education
University of California, Davis 2007 — 2010
Bachelor of Science (BS), Economics
Matthew Schell, CPA, CISA, CIA's Wells Fargo Experience August 2012 - Present
Job SVP, Compliance and Operational Risk Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2012 - Present
Wells Fargo October 2004 - August 2012
DeVry University January 2011 - January 2012
KPMG LLP 2000 - 2004
Oracle Corporation 2003 - 2003
Skills
Global Regulatory..., Compliance Program..., Internal Audit, Organizational Change..., Development of Strategy, Basel II, Basel III, Mergers and Acquisitions, Enterprise Risk..., Regulatory Relationship..., Corporate Fraud..., Consumer Credit, Contract Compliance, Information System Audit, Operational Risk..., Program Management, IT Audit, Leadership, Executive Management, Credit, Governance, Due Diligence, Risk Management, Financial Risk, Auditing, Finance, Business Process..., Operational Risk, Financial Services, Mergers & Acquisitions, Change Management
Education
University of California, Davis
Bachelor of Science (B.S.)
University of Colorado at Denver
MBA, Finance & Accounting
Wells Fargo August 2012 - Present
Wells Fargo October 2004 - August 2012
DeVry University January 2011 - January 2012
KPMG LLP 2000 - 2004
Oracle Corporation 2003 - 2003
Skills
Global Regulatory..., Compliance Program..., Internal Audit, Organizational Change..., Development of Strategy, Basel II, Basel III, Mergers and Acquisitions, Enterprise Risk..., Regulatory Relationship..., Corporate Fraud..., Consumer Credit, Contract Compliance, Information System Audit, Operational Risk..., Program Management, IT Audit, Leadership, Executive Management, Credit, Governance, Due Diligence, Risk Management, Financial Risk, Auditing, Finance, Business Process..., Operational Risk, Financial Services, Mergers & Acquisitions, Change Management
Education
University of California, Davis
Bachelor of Science (B.S.)
University of Colorado at Denver
MBA, Finance & Accounting
Aryana Hosseinkhani Aryana Hosseinkhani's Wells Fargo Experience August 2008 - December 2011
Job Executive Project Manager at Science 37
Industry Biotechnology
Experience
Science 37 April 2015 - Present
Moraga Biotech April 2012 - Present
VisualDx March 2013 - June 2014
California State University, Northridge January 2012 - April 2013
Wells Fargo August 2008 - December 2011
Skills
Biotechnology, Molecular Biology, Life Sciences, Cell Culture, Microsoft Office, Research, Stem Cells, Project Management, Lifesciences, Credit, Loans, Data Analysis, Cell, Clinical Research, Microsoft Word
Education
University of California, Davis 2006 — 2010
Bachelor of Science (BS), Genetics
Science 37 April 2015 - Present
Moraga Biotech April 2012 - Present
VisualDx March 2013 - June 2014
California State University, Northridge January 2012 - April 2013
Wells Fargo August 2008 - December 2011
Skills
Biotechnology, Molecular Biology, Life Sciences, Cell Culture, Microsoft Office, Research, Stem Cells, Project Management, Lifesciences, Credit, Loans, Data Analysis, Cell, Clinical Research, Microsoft Word
Education
University of California, Davis 2006 — 2010
Bachelor of Science (BS), Genetics
Adam Fang Adam Fang's Wells Fargo Experience May 2012 - Present
Job Personal Banker at Wells Fargo
Industry Health, Wellness and Fitness
Experience
wells fargo May 2012 - Present
Searchlight Directory January 2010 - June 2011
Alpha Zeta Psi August 2009 - June 2010
Skills
Sales, Team Leadership, Consulting, Customer Service, Team Building
Education
University of California, Davis 2006 — 2011
Bachelor of Arts, Psychology
wells fargo May 2012 - Present
Searchlight Directory January 2010 - June 2011
Alpha Zeta Psi August 2009 - June 2010
Skills
Sales, Team Leadership, Consulting, Customer Service, Team Building
Education
University of California, Davis 2006 — 2011
Bachelor of Arts, Psychology
Alice Hsu Alice Hsu's Wells Fargo Experience October 2010 - June 2013
Job Administrative Assistant at Replicon
Industry Computer Software
Experience
Replicon July 2014 - Present
Allstate June 2013 - July 2014
Wells Fargo October 2010 - June 2013
Victoria's Secret June 2007 - January 2008
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, outlook, Social Media, Sales, Invoicing, Access, Time Management
Education
UC Davis 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Communication, General
UC Davis 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Chinese Language and Literature
Carlmont
Replicon July 2014 - Present
Allstate June 2013 - July 2014
Wells Fargo October 2010 - June 2013
Victoria's Secret June 2007 - January 2008
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, outlook, Social Media, Sales, Invoicing, Access, Time Management
Education
UC Davis 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Communication, General
UC Davis 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Chinese Language and Literature
Carlmont
Brenda Vega's Wells Fargo Experience August 2010 - March 2012
Job ECommerece Assistant at Babette Inc.
Industry Individual & Family Services
Experience
Babette Inc. June 2015 - Present
Family Support Services of the Bay Area May 2013 - June 2015
Twice (www.liketwice.com) January 2015 - March 2015
Premier Healthcare Services March 2012 - January 2013
Wells Fargo August 2010 - March 2012
Cover The Kids January 2008 - August 2010
Skills
Social Services, Program Development, Community Outreach, Nonprofits, Program Evaluation, Program Management, Developmental..., Sales, Sales Operations, Customer Satisfaction, Conflict Resolution
Education
University of California, Davis 2004 — 2008
Bachelor's degree
Babette Inc. June 2015 - Present
Family Support Services of the Bay Area May 2013 - June 2015
Twice (www.liketwice.com) January 2015 - March 2015
Premier Healthcare Services March 2012 - January 2013
Wells Fargo August 2010 - March 2012
Cover The Kids January 2008 - August 2010
Skills
Social Services, Program Development, Community Outreach, Nonprofits, Program Evaluation, Program Management, Developmental..., Sales, Sales Operations, Customer Satisfaction, Conflict Resolution
Education
University of California, Davis 2004 — 2008
Bachelor's degree
Erik Lawrence Erik Lawrence's Wells Fargo Experience 1998 - 2004
Job Attorney at Gaw Van Male
Industry Food & Beverages
Experience
Gaw Van Male July 2014 - Present
Napa Valley College Foundation 2010 - Present
Trinchero Family Estates January 2012 - July 2014
Dickenson, Peatman & Fogarty August 2008 - December 2011
Shartsis Friese August 2007 - August 2008
Wells Fargo 1998 - 2004
UC Davis 1993 - 1997
Skills
Licensing, Intellectual Property, New Business Development, Employment Law, Trademarks, Corporate Law, Real Estate Law, Wine Law, Contract Negotiation, Commercial Litigation, Mediation, Corporate Governance, Strategic Planning
Education
UC Davis School of Law 2004 — 2007
Doctor of Law (JD)
UC Davis 1993 — 1997
Bachelor of Science (BS), Managerial Economics
Vintage High School 1989 — 1993
Gaw Van Male July 2014 - Present
Napa Valley College Foundation 2010 - Present
Trinchero Family Estates January 2012 - July 2014
Dickenson, Peatman & Fogarty August 2008 - December 2011
Shartsis Friese August 2007 - August 2008
Wells Fargo 1998 - 2004
UC Davis 1993 - 1997
Skills
Licensing, Intellectual Property, New Business Development, Employment Law, Trademarks, Corporate Law, Real Estate Law, Wine Law, Contract Negotiation, Commercial Litigation, Mediation, Corporate Governance, Strategic Planning
Education
UC Davis School of Law 2004 — 2007
Doctor of Law (JD)
UC Davis 1993 — 1997
Bachelor of Science (BS), Managerial Economics
Vintage High School 1989 — 1993
Carlo Casuga Carlo Casuga's Wells Fargo Experience September 2007 - June 2008
Job Relationship Advisor at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank August 2011 - Present
Silicon Valley Bank July 2008 - July 2011
Wells Fargo September 2007 - June 2008
Mervyns July 2004 - August 2007
Skills
Corporate Finance, Banking, Analysis, Credit, Financial Analysis, Investments, Financial Services, Portfolio Management, Start-ups, Cash Management, Loans, Finance
Education
UC Davis 2002 — 2004
BA, Sociology
Silicon Valley Bank August 2011 - Present
Silicon Valley Bank July 2008 - July 2011
Wells Fargo September 2007 - June 2008
Mervyns July 2004 - August 2007
Skills
Corporate Finance, Banking, Analysis, Credit, Financial Analysis, Investments, Financial Services, Portfolio Management, Start-ups, Cash Management, Loans, Finance
Education
UC Davis 2002 — 2004
BA, Sociology
David Sandeep Paul, MBA, CPA David Sandeep Paul, MBA, CPA's Wells Fargo Experience July 2013 - June 2014
Job Reporting Analyst, VP at Bank of the West
Industry Accounting
Experience
Bank of the West September 2015 - Present
Bank of the West June 2014 - August 2015
Wells Fargo July 2013 - June 2014
Robert Half International April 2010 - June 2013
Robert Half International August 2012 - March 2013
Jeff Brown P.C. January 2009 - April 2010
Robert Half International August 2006 - April 2010
Skills
Financial Analysis, Financial Reporting, Forecasting, Accounting, Cash Flow, Statistics, Financial Modeling, Budgeting, Economics, Valuation, Data Mining, Econometrics, Data Analysis, Corporate Finance, Mathematics, Budgets, Finance, Account Reconciliation, Microsoft Excel, Financial Statements, Auditing, SEC filings, Internal Controls, US GAAP, CPA, Fixed Assets, Internal Audit, Tax, Variance Analysis, Management, Financial Audits, Hyperion Enterprise, Sarbanes-Oxley Act, General Ledger, Journal Entries, Sarbanes-Oxley, External Audit, Accounts Payable, Strategic Financial..., Financial Forecasting, PeopleSoft, GAAP, Managerial Finance, Accounts Receivable, QuickBooks, Corporate Tax, Income Tax, Revenue Recognition, Strategy, Financial Accounting
Education
University of California, Davis - Graduate School of Management 2009 — 2012
MBA, Accounting/Finance
University of California, Davis 2004 — 2006
2006, Managerial Economics
Bank of the West September 2015 - Present
Bank of the West June 2014 - August 2015
Wells Fargo July 2013 - June 2014
Robert Half International April 2010 - June 2013
Robert Half International August 2012 - March 2013
Jeff Brown P.C. January 2009 - April 2010
Robert Half International August 2006 - April 2010
Skills
Financial Analysis, Financial Reporting, Forecasting, Accounting, Cash Flow, Statistics, Financial Modeling, Budgeting, Economics, Valuation, Data Mining, Econometrics, Data Analysis, Corporate Finance, Mathematics, Budgets, Finance, Account Reconciliation, Microsoft Excel, Financial Statements, Auditing, SEC filings, Internal Controls, US GAAP, CPA, Fixed Assets, Internal Audit, Tax, Variance Analysis, Management, Financial Audits, Hyperion Enterprise, Sarbanes-Oxley Act, General Ledger, Journal Entries, Sarbanes-Oxley, External Audit, Accounts Payable, Strategic Financial..., Financial Forecasting, PeopleSoft, GAAP, Managerial Finance, Accounts Receivable, QuickBooks, Corporate Tax, Income Tax, Revenue Recognition, Strategy, Financial Accounting
Education
University of California, Davis - Graduate School of Management 2009 — 2012
MBA, Accounting/Finance
University of California, Davis 2004 — 2006
2006, Managerial Economics
Andrew Dowling Andrew Dowling's Wells Fargo Experience March 1991 - July 1997
Job Real Estate Broker at Coldwell Banker Doug Arnold Real Estate Inc.
Industry Real Estate
Experience
Coldwell Banker Doug Arnold Real Estate Inc. January 1998 - Present
Wells Fargo March 1991 - July 1997
Skills
Investors, Relocation, First Time Home Buyers, Real Estate, Sellers, Investment Properties, Short Sales, Single Family Homes, Residential Homes, Real Estate Transactions, New Home Sales, Buyer Representation, REO, e-PRO, SFR, Townhomes, Negotiation
Education
University of California, Davis 1987 — 1992
BS, Geography
Coldwell Banker Doug Arnold Real Estate Inc. January 1998 - Present
Wells Fargo March 1991 - July 1997
Skills
Investors, Relocation, First Time Home Buyers, Real Estate, Sellers, Investment Properties, Short Sales, Single Family Homes, Residential Homes, Real Estate Transactions, New Home Sales, Buyer Representation, REO, e-PRO, SFR, Townhomes, Negotiation
Education
University of California, Davis 1987 — 1992
BS, Geography
Adam Gouveia's Wells Fargo Experience 2011 - 2013
Job CoFounder FluintC Ltd
Industry Financial Services
Experience
Pantera Capital Management 2013 - 2015
Wells Fargo 2011 - 2013
Citco Fund Services February 2010 - August 2010
Pantera Capital June 2007 - August 2009
Citco Fund Services July 2005 - June 2007
Education
University of California, Davis - Graduate School of Management 2010 — 2013
MBA, Finance
University of California, Davis
BS, Managerial Economics
St. Helena High School 1996 — 2000
Pantera Capital Management 2013 - 2015
Wells Fargo 2011 - 2013
Citco Fund Services February 2010 - August 2010
Pantera Capital June 2007 - August 2009
Citco Fund Services July 2005 - June 2007
Education
University of California, Davis - Graduate School of Management 2010 — 2013
MBA, Finance
University of California, Davis
BS, Managerial Economics
St. Helena High School 1996 — 2000
Vi Huang's Wells Fargo Experience April 2005 - November 2006
Job Entrepreneurial Product Management Professional Who Enjoys Disrupting Industries
Industry Marketing and Advertising
Experience
Yuzu™ December 2014 - Present
E*TRADE Financial April 2011 - December 2014
Blue Shield of California July 2010 - December 2010
IRIS Distribution 2009 - 2009
LiveWorld November 2006 - November 2008
Wells Fargo April 2005 - November 2006
PwC 1999 - 2005
Skills
Product Management, User Experience, Business Analysis, E-commerce, Product Development, Requirements Gathering, Market Analysis, Marketing, Usability Testing, Web Services, Negotiation, Research, Product Planning, Organization &..., Project Delivery, Presentations, Analysis, Cross-functional Team..., Management
Education
University of California, Davis
B.A., International Relations: World Trade & Development
University of California, Davis - Graduate School of Management
MBA
Yuzu™ December 2014 - Present
E*TRADE Financial April 2011 - December 2014
Blue Shield of California July 2010 - December 2010
IRIS Distribution 2009 - 2009
LiveWorld November 2006 - November 2008
Wells Fargo April 2005 - November 2006
PwC 1999 - 2005
Skills
Product Management, User Experience, Business Analysis, E-commerce, Product Development, Requirements Gathering, Market Analysis, Marketing, Usability Testing, Web Services, Negotiation, Research, Product Planning, Organization &..., Project Delivery, Presentations, Analysis, Cross-functional Team..., Management
Education
University of California, Davis
B.A., International Relations: World Trade & Development
University of California, Davis - Graduate School of Management
MBA
Jessica Bartholomew's Wells Fargo Experience April 2006 - September 2010
Job Staffing & Recruiting Specialist at Emerson Human Capital Consulting
Industry Staffing and Recruiting
Experience
Emerson Human Capital Consulting June 2012 - Present
Wells Fargo April 2006 - September 2010
Wells Fargo June 2004 - June 2006
Skills
Staffing, Office Management, Recruiting, Microsoft Office, Office Administration, Loan Documents, Writing, Editing, Communication, Events Coordination, Analytical Skills, Multi-task & Handle..., Scheduling, Client Services, Customer Service, Reporting & Analysis, Standards Compliance, Contract Management, Executive..., Databases, Deltek
Education
UC Davis 2000 — 2004
Bachelor of Arts (B.A.), Communication, General
University of California, Davis 2000 — 2004
Communication
Emerson Human Capital Consulting June 2012 - Present
Wells Fargo April 2006 - September 2010
Wells Fargo June 2004 - June 2006
Skills
Staffing, Office Management, Recruiting, Microsoft Office, Office Administration, Loan Documents, Writing, Editing, Communication, Events Coordination, Analytical Skills, Multi-task & Handle..., Scheduling, Client Services, Customer Service, Reporting & Analysis, Standards Compliance, Contract Management, Executive..., Databases, Deltek
Education
UC Davis 2000 — 2004
Bachelor of Arts (B.A.), Communication, General
University of California, Davis 2000 — 2004
Communication
Erika Willett Kosina's Wells Fargo Experience September 2004 - March 2005
Job Marketing Specialist at Floracopeia
Industry Writing and Editing
Experience
Erika Kosina (Freelance) March 2010 - Present
Floracopeia January 2015 - Present
Sierra Harvest April 2011 - March 2015
Molecular November 2007 - February 2009
AIG June 2007 - September 2007
White Horse January 2006 - October 2006
Modem Media / Digitas March 2005 - October 2005
Wells Fargo September 2004 - March 2005
Modem Media 2005 - 2005
EnterComm September 2003 - September 2004
Skills
Editing, Strategy, Marketing, Information Architecture, Budgets, Content Management, Publications, User Experience, Email Marketing, Blogging, SEO, Web Content, Nonprofits, Copy Editing, Web Design, Publishing, Content Strategy, Journalism, Cross-functional Team..., Management, CMS, Online Marketing, Copywriting, Content Development, Corporate Branding
Education
UC Davis 1989 — 1993
BA, English
University of California, Davis 1989 — 1991
Teaching Credential, English
Erika Kosina (Freelance) March 2010 - Present
Floracopeia January 2015 - Present
Sierra Harvest April 2011 - March 2015
Molecular November 2007 - February 2009
AIG June 2007 - September 2007
White Horse January 2006 - October 2006
Modem Media / Digitas March 2005 - October 2005
Wells Fargo September 2004 - March 2005
Modem Media 2005 - 2005
EnterComm September 2003 - September 2004
Skills
Editing, Strategy, Marketing, Information Architecture, Budgets, Content Management, Publications, User Experience, Email Marketing, Blogging, SEO, Web Content, Nonprofits, Copy Editing, Web Design, Publishing, Content Strategy, Journalism, Cross-functional Team..., Management, CMS, Online Marketing, Copywriting, Content Development, Corporate Branding
Education
UC Davis 1989 — 1993
BA, English
University of California, Davis 1989 — 1991
Teaching Credential, English
Jeremy Southard's Wells Fargo Experience August 2013 - Present
Job Business Process Analyst
Industry Financial Services
Experience
Wells Fargo August 2013 - Present
Seterus, Inc. (A wholly owned subsidiary of IBM) October 2001 - July 2013
California Preferred FCU December 1999 - August 2000
Skills
Loans, Management, Mortgage Servicing, Mortgage Lending, Mortgage Banking, Banking, Financial Analysis, PowerPoint, Microsoft Office, Training, Coaching, Operations Management, Loan Servicing, Risk Management, Analysis, Credit, Change Management, Business Process..., Strategic Planning, Financial Services, Residential Mortgages, Process Improvement
Education
University of California, Davis 1995 — 1997
MFA, Acting
University of Oregon 1988 — 1992
BA, Theatre
Wells Fargo August 2013 - Present
Seterus, Inc. (A wholly owned subsidiary of IBM) October 2001 - July 2013
California Preferred FCU December 1999 - August 2000
Skills
Loans, Management, Mortgage Servicing, Mortgage Lending, Mortgage Banking, Banking, Financial Analysis, PowerPoint, Microsoft Office, Training, Coaching, Operations Management, Loan Servicing, Risk Management, Analysis, Credit, Change Management, Business Process..., Strategic Planning, Financial Services, Residential Mortgages, Process Improvement
Education
University of California, Davis 1995 — 1997
MFA, Acting
University of Oregon 1988 — 1992
BA, Theatre
Seth Blacher's Wells Fargo Experience March 2013 - Present
Job
Industry Banking
Experience
Wells Fargo March 2013 - Present
Wells Fargo May 2005 - February 2013
Wells Fargo February 2001 - April 2005
Woodside and Harbor High Schools September 1992 - June 2000
Skills
Treasury Management, Banking, Payments, Cash Management, Commercial Banking, Credit Cards, Debit Cards, Financial Services, Product Management, Electronic Payments, Credit, Relationship Management, Risk Management, Internet Banking, Strategy, Process Improvement, Strategic Partnerships, Vendor Management, ACH, Treasury Services, Mergers & Acquisitions, Finance, Management, Payment Systems, E-commerce, Executive Management, Portfolio Management, Cross Selling
Education
University of California, Davis 2003 — 2006
Master of Business Administration, Finance and Accounting
University of California, Santa Cruz 1987 — 1991
BA, Comparative Literature (English, Spanish)
Wells Fargo March 2013 - Present
Wells Fargo May 2005 - February 2013
Wells Fargo February 2001 - April 2005
Woodside and Harbor High Schools September 1992 - June 2000
Skills
Treasury Management, Banking, Payments, Cash Management, Commercial Banking, Credit Cards, Debit Cards, Financial Services, Product Management, Electronic Payments, Credit, Relationship Management, Risk Management, Internet Banking, Strategy, Process Improvement, Strategic Partnerships, Vendor Management, ACH, Treasury Services, Mergers & Acquisitions, Finance, Management, Payment Systems, E-commerce, Executive Management, Portfolio Management, Cross Selling
Education
University of California, Davis 2003 — 2006
Master of Business Administration, Finance and Accounting
University of California, Santa Cruz 1987 — 1991
BA, Comparative Literature (English, Spanish)
Trevor Deng's Wells Fargo Experience May 2008 - April 2011
Job Business Banking and Commercial Lending at Bank of the West
Industry Banking
Experience
Bank of the West April 2011 - Present
Wells Fargo May 2008 - April 2011
Washington Mutual November 2007 - May 2008
US Bank June 2004 - November 2007
U.S. Bank 2003 - 2007
Y5 Communications March 2003 - May 2005
jd brown 1997 - 1999
ccdc 1995 - 1999
Skills
Small Business Lending, Commercial Banking, Commercial Lending, Mergers, Loans, Business Relationship..., Credit Analysis, Startup Consulting, Real Estate Finance, Real Estate Investor, Technology Integration, Credit Risk, Mergers, Wealth Management, Start-ups
Education
University of California, Davis 1999 — 1999
BA, Economics and Sociology
Bank of the West April 2011 - Present
Wells Fargo May 2008 - April 2011
Washington Mutual November 2007 - May 2008
US Bank June 2004 - November 2007
U.S. Bank 2003 - 2007
Y5 Communications March 2003 - May 2005
jd brown 1997 - 1999
ccdc 1995 - 1999
Skills
Small Business Lending, Commercial Banking, Commercial Lending, Mergers, Loans, Business Relationship..., Credit Analysis, Startup Consulting, Real Estate Finance, Real Estate Investor, Technology Integration, Credit Risk, Mergers, Wealth Management, Start-ups
Education
University of California, Davis 1999 — 1999
BA, Economics and Sociology
David Quigg's Wells Fargo Experience April 2014 - Present
Job SVP Regional Affluent Sales Leader Wells Fargo Pacific Midwest
Industry Banking
Experience
Wells Fargo April 2014 - Present
Wells Fargo Bank April 2005 - March 2014
Wells Fargo November 1998 - March 2005
Wells Fargo July 1989 - October 1998
Skills
Banking, Business Analysis, Coaching, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Cross Selling, Customer Service, Finance, Financial Analysis, Financial Services, Investments, Loans, Management, Mortgage Banking
Education
University of California, Davis - Graduate School of Management 1992 — 1994
Master of Business Administration (M.B.A.), Finance, Accounting and Management Information Systems
University of California, Davis 1988 — 1992
Bachelor's Degree, Mathematics and Economics
Wells Fargo April 2014 - Present
Wells Fargo Bank April 2005 - March 2014
Wells Fargo November 1998 - March 2005
Wells Fargo July 1989 - October 1998
Skills
Banking, Business Analysis, Coaching, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Cross Selling, Customer Service, Finance, Financial Analysis, Financial Services, Investments, Loans, Management, Mortgage Banking
Education
University of California, Davis - Graduate School of Management 1992 — 1994
Master of Business Administration (M.B.A.), Finance, Accounting and Management Information Systems
University of California, Davis 1988 — 1992
Bachelor's Degree, Mathematics and Economics
Peter Kurlander's Wells Fargo Experience January 2003 - April 2007
Job Senior Director, Global Sales Compensation at Hitachi Data Systems
Industry Human Resources
Experience
Hitachi Data Systems October 2014 - Present
Arrow Electronics May 2007 - September 2014
Wells Fargo January 2003 - April 2007
Sibson & Company September 1997 - December 2002
The Alexander Group July 1992 - August 1997
Skills
Deferred Compensation, Sales Effectiveness, Consulting, Sales Compensation, Incentive Programs, Executive Pay, Organizational Design, Acquisition Integration, Organizational..., Succession Planning, Talent Management, Employee Engagement, Management, Benchmarking
Education
University of California, Irvine - The Paul Merage School of Business 1990 — 1992
University of California, Davis 1985 — 1989
BS
Hitachi Data Systems October 2014 - Present
Arrow Electronics May 2007 - September 2014
Wells Fargo January 2003 - April 2007
Sibson & Company September 1997 - December 2002
The Alexander Group July 1992 - August 1997
Skills
Deferred Compensation, Sales Effectiveness, Consulting, Sales Compensation, Incentive Programs, Executive Pay, Organizational Design, Acquisition Integration, Organizational..., Succession Planning, Talent Management, Employee Engagement, Management, Benchmarking
Education
University of California, Irvine - The Paul Merage School of Business 1990 — 1992
University of California, Davis 1985 — 1989
BS
Dorothy Yee's Wells Fargo Experience March 2008 - Present
Job Marketing Manager, Wholesale Marketing at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo March 2008 - Present
Senior Marketing Officer, AVP at Greater Bay Bancorp (acquired by Wells Fargo 3/2008) October 2004 - March 2008
Carlen Media Group 1998 - 2004
Ziff-Davis Events ( Formerly Softbank Forums) 1996 - 1998
Pride Institute 1993 - 1996
Skills
Marketing, Marketing Communications, Creative Services, Advertising, Direct Mail, Direct Marketing, Creative Direction, Art Direction, Photo Shoot Production, Project Management, Marketing Strategy, Marketing Management, Media Planning, Media Production, Corporate Communications, Internal Communications, Integrated Marketing, Analytics, Process Improvement, Interactive Marketing, Email Marketing, Strategy, Social Media
Education
University of California, Davis 1989 — 1993
Bachelor of Science (B.S.), Managerial Economics
Wells Fargo March 2008 - Present
Senior Marketing Officer, AVP at Greater Bay Bancorp (acquired by Wells Fargo 3/2008) October 2004 - March 2008
Carlen Media Group 1998 - 2004
Ziff-Davis Events ( Formerly Softbank Forums) 1996 - 1998
Pride Institute 1993 - 1996
Skills
Marketing, Marketing Communications, Creative Services, Advertising, Direct Mail, Direct Marketing, Creative Direction, Art Direction, Photo Shoot Production, Project Management, Marketing Strategy, Marketing Management, Media Planning, Media Production, Corporate Communications, Internal Communications, Integrated Marketing, Analytics, Process Improvement, Interactive Marketing, Email Marketing, Strategy, Social Media
Education
University of California, Davis 1989 — 1993
Bachelor of Science (B.S.), Managerial Economics
Jack Boyl's Wells Fargo Experience January 2013 - Present
Job Vice President Real Estate Capital Markets at Wells Fargo
Industry Real Estate
Experience
Wells Fargo January 2013 - Present
Wells Fargo June 2011 - January 2013
Wells Fargo May 2009 - June 2011
Wells Fargo January 2007 - January 2009
Wells Fargo January 2006 - January 2007
Skills
Portfolio Management, Banking, Investments, Credit Analysis, Commercial Lending, Loans, Credit, Commercial Banking, Underwriting, Credit Risk, Financial Analysis, Financial Modeling, Real Estate Financing, Loan Origination, Real Estate
Education
University of California, Davis 2001 — 2005
BA, Economics
Wells Fargo January 2013 - Present
Wells Fargo June 2011 - January 2013
Wells Fargo May 2009 - June 2011
Wells Fargo January 2007 - January 2009
Wells Fargo January 2006 - January 2007
Skills
Portfolio Management, Banking, Investments, Credit Analysis, Commercial Lending, Loans, Credit, Commercial Banking, Underwriting, Credit Risk, Financial Analysis, Financial Modeling, Real Estate Financing, Loan Origination, Real Estate
Education
University of California, Davis 2001 — 2005
BA, Economics
Daniel Goldvekht's Wells Fargo Experience August 2009 - Present
Job Web Developer
Industry Internet
Experience
Wells Fargo August 2009 - Present
Education
University of California, Davis 1998 — 2000
Wells Fargo August 2009 - Present
Education
University of California, Davis 1998 — 2000
Patricia Arendt's Wells Fargo Experience April 1989 - June 1998
Job Entrepreneur, mother, multitasking ninja
Industry Financial Services
Experience
Undisclosed Financial Firm July 2009 - Present
Morgan Stanley January 1998 - July 2009
Wells Fargo April 1989 - June 1998
Education
University of California, Davis 1989 — 1994
Undisclosed Financial Firm July 2009 - Present
Morgan Stanley January 1998 - July 2009
Wells Fargo April 1989 - June 1998
Education
University of California, Davis 1989 — 1994
Freddy Chuck's Wells Fargo Experience 2003 - 2004
Job Sr. Risk Analyst at Bank of the West
Industry Financial Services
Experience
Bank of the West July 2008 - Present
Washington Mutual October 2006 - July 2007
Wells Fargo 2003 - 2004
Charles Schwab 1995 - 2003
Skills
Vendor Management, Banking, ITIL
Education
University of California, Davis 1989 — 1994
Bank of the West July 2008 - Present
Washington Mutual October 2006 - July 2007
Wells Fargo 2003 - 2004
Charles Schwab 1995 - 2003
Skills
Vendor Management, Banking, ITIL
Education
University of California, Davis 1989 — 1994
Bart Culp's Wells Fargo Experience October 2010 - Present
Job Senior Financial Consultant, Consumer Lending Group at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2010 - Present
Wells Fargo Bank 2012 - 2015
Wells Fargo Bank 2012 - 2015
Wells Fargo Bank 2012 - 2015
Wells Fargo October 2008 - October 2010
Wells Fargo January 2006 - October 2008
Wells Fargo April 2004 - January 2006
Endymion Systems Inc. (Wells Fargo Bank) October 2000 - April 2004
Skills
Forecasting, Finance, Financial Analysis, Financial Modeling, Process Improvement, Financial Reporting, Strategy, Variance Analysis, Analysis, Management, Accounting, Budgets, Project Planning, Data Analysis, Auditing
Education
University of California, Davis 1991 — 1993
Wells Fargo October 2010 - Present
Wells Fargo Bank 2012 - 2015
Wells Fargo Bank 2012 - 2015
Wells Fargo Bank 2012 - 2015
Wells Fargo October 2008 - October 2010
Wells Fargo January 2006 - October 2008
Wells Fargo April 2004 - January 2006
Endymion Systems Inc. (Wells Fargo Bank) October 2000 - April 2004
Skills
Forecasting, Finance, Financial Analysis, Financial Modeling, Process Improvement, Financial Reporting, Strategy, Variance Analysis, Analysis, Management, Accounting, Budgets, Project Planning, Data Analysis, Auditing
Education
University of California, Davis 1991 — 1993
Debora Sanders's Wells Fargo Experience April 2008 - August 2011
Job Sales Associate at Coldwell Banker Doug McKenzie Team
Industry Real Estate
Experience
Coldwell Banker - Doug Mckenzie Team December 2014 - Present
Wells Fargo Home Mortgage September 2011 - August 2014
Wells Fargo April 2008 - August 2011
Wachovia September 2004 - April 2008
World Savings September 2003 - September 2004
Skills
Team development,..., Leadership, Strategy, Management, Training, Risk Management, Recruiting, Analysis, Sales, Change Management, Strategic Planning, Budgets, Coaching, Project Management, Sales Management, Vendor Management, Loans, Mortgage Lending, Customer Service, Real Estate, Time Management, REO, Underwriting, Loan Origination, Portfolio Management, Banking, Retail Banking, Financial Analysis, Asset Management, Credit
Education
University of California, Davis 1982 — 1986
Bachelor of Arts, International Relations with Economics
University of California, Davis
Bachelor's of Art, International Studies with Economics
Coldwell Banker - Doug Mckenzie Team December 2014 - Present
Wells Fargo Home Mortgage September 2011 - August 2014
Wells Fargo April 2008 - August 2011
Wachovia September 2004 - April 2008
World Savings September 2003 - September 2004
Skills
Team development,..., Leadership, Strategy, Management, Training, Risk Management, Recruiting, Analysis, Sales, Change Management, Strategic Planning, Budgets, Coaching, Project Management, Sales Management, Vendor Management, Loans, Mortgage Lending, Customer Service, Real Estate, Time Management, REO, Underwriting, Loan Origination, Portfolio Management, Banking, Retail Banking, Financial Analysis, Asset Management, Credit
Education
University of California, Davis 1982 — 1986
Bachelor of Arts, International Relations with Economics
University of California, Davis
Bachelor's of Art, International Studies with Economics
Pedar Bruce's Wells Fargo Experience October 2004 - Present
Job Community Development Officer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo, Community Relations July 2014 - Present
Wells Fargo October 2004 - Present
Chilean Fresh Fruit Association October 2000 - October 2004
Skills
Marketing, Marketing Strategy, Direct Marketing, Leadership, Project Management, Customer Acquisition, Marketing Communications, Social Media, Analytics, Strategy, Financial Services, Series 7, Credit, Market Planning, Retail Banking, Salesforce.com, Banking, Sales Management, Customer Service
Education
University of California, Davis 1998 — 2001
Bachelor of Science, Managerial Economics
Wells Fargo, Community Relations July 2014 - Present
Wells Fargo October 2004 - Present
Chilean Fresh Fruit Association October 2000 - October 2004
Skills
Marketing, Marketing Strategy, Direct Marketing, Leadership, Project Management, Customer Acquisition, Marketing Communications, Social Media, Analytics, Strategy, Financial Services, Series 7, Credit, Market Planning, Retail Banking, Salesforce.com, Banking, Sales Management, Customer Service
Education
University of California, Davis 1998 — 2001
Bachelor of Science, Managerial Economics
Andy Broaddus's Wells Fargo Experience September 2014 - Present
Job VP & National Crop Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2014 - Present
Wells Fargo Bank September 2000 - Present
Wells Fargo September 1996 - August 2000
Wells Fargo August 1994 - August 1996
Wells Fargo Bank September 1989 - August 1994
Wells Fargo Bank September 1987 - August 1989
Skills
Commercial Lending, Commercial Banking, Crop Budgeting &..., Strategic Risk Analysis..., Investments, Commercial Real Estate, Credit Analysis, Banking, Portfolio Management, Underwriting, Mortgage Lending, Credit Risk, Risk Management, Relationship Management, Cash Management, Commercial Mortgages, Lines Of Credit, Financial Risk, Loan Origination, Finance, Credit
Education
Western Agricultural Credit School 1998 — 1999
Certificate of Graduation, Agricultural Credit
University of California, Davis 1982 — 1987
BS, Agricultural Economics
Wells Fargo September 2014 - Present
Wells Fargo Bank September 2000 - Present
Wells Fargo September 1996 - August 2000
Wells Fargo August 1994 - August 1996
Wells Fargo Bank September 1989 - August 1994
Wells Fargo Bank September 1987 - August 1989
Skills
Commercial Lending, Commercial Banking, Crop Budgeting &..., Strategic Risk Analysis..., Investments, Commercial Real Estate, Credit Analysis, Banking, Portfolio Management, Underwriting, Mortgage Lending, Credit Risk, Risk Management, Relationship Management, Cash Management, Commercial Mortgages, Lines Of Credit, Financial Risk, Loan Origination, Finance, Credit
Education
Western Agricultural Credit School 1998 — 1999
Certificate of Graduation, Agricultural Credit
University of California, Davis 1982 — 1987
BS, Agricultural Economics
Roger Tran's Wells Fargo Experience August 2007 - December 2011
Job Assistant Vice President, Sales and Service Supervisor, WFVC
Industry Banking
Experience
Wells Fargo Bank September 2011 - Present
Wells Fargo August 2007 - December 2011
Abercrombie & Fitch 2006 - 2007
Annie's Deli 2004 - 2005
Oakland Technology Exchange 1998 - 2001
Skills
Customer Service, Banking, Data Analysis, Microsoft Excel, Asset Allocation, PowerPoint, Strategic Financial..., Microsoft Office, Relationship Management, Financial Analysis, Project Management, Portfolio Management, Outlook, Wealth Management, Investments, Mutual Funds, Sales, Training, Leadership, Product Management
Education
University of California, Davis 2001 — 2006
Bachelor's degree, International Relations and World Trade and Development
UC Berkeley Extentions
Personal Financial Planning
Wells Fargo Bank September 2011 - Present
Wells Fargo August 2007 - December 2011
Abercrombie & Fitch 2006 - 2007
Annie's Deli 2004 - 2005
Oakland Technology Exchange 1998 - 2001
Skills
Customer Service, Banking, Data Analysis, Microsoft Excel, Asset Allocation, PowerPoint, Strategic Financial..., Microsoft Office, Relationship Management, Financial Analysis, Project Management, Portfolio Management, Outlook, Wealth Management, Investments, Mutual Funds, Sales, Training, Leadership, Product Management
Education
University of California, Davis 2001 — 2006
Bachelor's degree, International Relations and World Trade and Development
UC Berkeley Extentions
Personal Financial Planning
Annie Lau's Wells Fargo Experience September 2010 - May 2012
Job AVP / Portfolio Manager at Union Bank
Industry Banking
Experience
Union Bank May 2012 - Present
Wells Fargo September 2010 - May 2012
Wells Fargo June 2008 - September 2010
Skills
Portfolio Management, Credit Analysis, Financial Analysis, CMBS, Banking, Commercial Mortgages, Commercial Real Estate, Credit, Credit Risk, Underwriting, Risk Management, Loans, Finance, Financial Modeling
Education
University of California, Davis
Bachelor of Science
Union Bank May 2012 - Present
Wells Fargo September 2010 - May 2012
Wells Fargo June 2008 - September 2010
Skills
Portfolio Management, Credit Analysis, Financial Analysis, CMBS, Banking, Commercial Mortgages, Commercial Real Estate, Credit, Credit Risk, Underwriting, Risk Management, Loans, Finance, Financial Modeling
Education
University of California, Davis
Bachelor of Science
Maveric Vu's Wells Fargo Experience April 2013 - Present
Job Social collaboration training lead, VP
Industry Online Media
Experience
Wells Fargo April 2013 - Present
Wells Fargo September 2009 - May 2013
Praetorian Group August 2007 - May 2009
Calaveras Enterprise July 2006 - March 2007
The California Aggie 2004 - 2005
Skills
Copy Editing, Editing, Content Strategy, Editorial, Journalism, Social Media, Newspaper, Online Publishing, Copywriting, Blogging, Web Content Management, Newsletters, Content Management, Social Networking, Digital Media, Storytelling, Marketing Strategy, Broadcast, Social Media Marketing, Newspapers, Strategic Communications
Education
University of California, Davis 2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature, General
Wells Fargo April 2013 - Present
Wells Fargo September 2009 - May 2013
Praetorian Group August 2007 - May 2009
Calaveras Enterprise July 2006 - March 2007
The California Aggie 2004 - 2005
Skills
Copy Editing, Editing, Content Strategy, Editorial, Journalism, Social Media, Newspaper, Online Publishing, Copywriting, Blogging, Web Content Management, Newsletters, Content Management, Social Networking, Digital Media, Storytelling, Marketing Strategy, Broadcast, Social Media Marketing, Newspapers, Strategic Communications
Education
University of California, Davis 2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature, General
Daniel Rosaschi's Wells Fargo Experience November 2013 - Present
Job Regional Bank Private Banker with Wells Fargo
Industry Banking
Experience
Wells Fargo November 2013 - Present
Union Bank July 2012 - November 2013
Wells Fargo Bank May 2007 - July 2012
First NLC 2006 - 2007
Accredited Home Lenders 2004 - 2006
River City Bank 2003 - 2004
Skills
Credit, Loans, Banking, Mortgage Lending, Underwriting, Mortgage Banking, Loan Origination, FHA, Financial Analysis, Credit Analysis, Small Business Lending, Finance, Wealth Management, Retirement Planning
Education
University of California, Davis 2001 — 2003
BA, Economics
Wells Fargo November 2013 - Present
Union Bank July 2012 - November 2013
Wells Fargo Bank May 2007 - July 2012
First NLC 2006 - 2007
Accredited Home Lenders 2004 - 2006
River City Bank 2003 - 2004
Skills
Credit, Loans, Banking, Mortgage Lending, Underwriting, Mortgage Banking, Loan Origination, FHA, Financial Analysis, Credit Analysis, Small Business Lending, Finance, Wealth Management, Retirement Planning
Education
University of California, Davis 2001 — 2003
BA, Economics
Cliff Lehman's Wells Fargo Experience 1981 - 1983
Job Managing Director at NXT Capital
Industry Banking
Experience
NXT Capital January 2013 - Present
RBS Asset Finance 2002 - 2009
Heller Financial 1992 - 2002
Chrysler Capital 1985 - 1992
Pacific Stock Exchange 1983 - 1985
Wells Fargo 1981 - 1983
Skills
Asset Based Lending, Commercial Lending, Credit Analysis, Middle Market, Loans, Credit, Portfolio Management, Structured Finance, Financial Structuring
Education
University of California, Davis
Bachelor's degree, Agricultural and Managerial Economics
El Cerrito High School
NXT Capital January 2013 - Present
RBS Asset Finance 2002 - 2009
Heller Financial 1992 - 2002
Chrysler Capital 1985 - 1992
Pacific Stock Exchange 1983 - 1985
Wells Fargo 1981 - 1983
Skills
Asset Based Lending, Commercial Lending, Credit Analysis, Middle Market, Loans, Credit, Portfolio Management, Structured Finance, Financial Structuring
Education
University of California, Davis
Bachelor's degree, Agricultural and Managerial Economics
El Cerrito High School
Emilie Pan's Wells Fargo Experience October 2012 - May 2014
Job Senior Mortgage Consultant at General Mortgage Capital Corporation
Industry Banking
Experience
General Mortgage Capital Corporation October 2014 - Present
Wells Fargo October 2012 - May 2014
Shanghai American School July 2010 - June 2011
Astra Zeneca August 2001 - July 2009
Applied Biosystems September 2000 - October 2001
Skills
Project Management, Finacial Management
Education
University of California, Davis 1994 — 1997
Master of Science (MS)
University of Oregon 1992 — 1994
BS, Chemistry
General Mortgage Capital Corporation October 2014 - Present
Wells Fargo October 2012 - May 2014
Shanghai American School July 2010 - June 2011
Astra Zeneca August 2001 - July 2009
Applied Biosystems September 2000 - October 2001
Skills
Project Management, Finacial Management
Education
University of California, Davis 1994 — 1997
Master of Science (MS)
University of Oregon 1992 — 1994
BS, Chemistry
Jennifer Capo's Wells Fargo Experience July 2011 - July 2012
Job Branch Manager, Achieva Credit Union
Industry Banking
Experience
Achieva Credit Union July 2012 - Present
Wells Fargo July 2011 - July 2012
Wells Fargo Bank May 2010 - July 2011
Wells Fargo November 2008 - April 2010
Wells Fargo November 2006 - April 2010
Bankers Life and Casualty April 2006 - November 2006
Skills
Retirement Planning, Small Business Lending, Loan Origination, Loans, Credit, Banking, Life & Health Insurance..., Retail Banking, Consumer Lending, Fixed Annuities, Investments, Financial Services, Wealth Management, Relationship Management, Training, Refinance, Financial Advisory, Cross Selling, Employee Training, Credit Cards, Lines Of Credit
Education
University of Phoenix 2009 — 2011
MBA
University of California, Davis 2002 — 2006
B.A., Poltical Science & Economics
Achieva Credit Union July 2012 - Present
Wells Fargo July 2011 - July 2012
Wells Fargo Bank May 2010 - July 2011
Wells Fargo November 2008 - April 2010
Wells Fargo November 2006 - April 2010
Bankers Life and Casualty April 2006 - November 2006
Skills
Retirement Planning, Small Business Lending, Loan Origination, Loans, Credit, Banking, Life & Health Insurance..., Retail Banking, Consumer Lending, Fixed Annuities, Investments, Financial Services, Wealth Management, Relationship Management, Training, Refinance, Financial Advisory, Cross Selling, Employee Training, Credit Cards, Lines Of Credit
Education
University of Phoenix 2009 — 2011
MBA
University of California, Davis 2002 — 2006
B.A., Poltical Science & Economics
Brad Altick's Wells Fargo Experience April 2009 - January 2010
Job Vice President at DTZ
Industry Real Estate
Experience
DTZ August 2014 - Present
Cornish & Carey Commercial January 2010 - July 2014
Wells Fargo April 2009 - January 2010
City National Bank 2006 - 2008
Wells Fargo Bank 2005 - 2006
Skills
Real Estate, Microsoft Office, Credit, Banking, Customer Relations
Education
University of California, Davis 1997 — 2001
BS, Managerial Economics
DTZ August 2014 - Present
Cornish & Carey Commercial January 2010 - July 2014
Wells Fargo April 2009 - January 2010
City National Bank 2006 - 2008
Wells Fargo Bank 2005 - 2006
Skills
Real Estate, Microsoft Office, Credit, Banking, Customer Relations
Education
University of California, Davis 1997 — 2001
BS, Managerial Economics
Evonne Gilmore's Wells Fargo Experience June 2009 - December 2009
Job Internet Sales Manager
Industry Automotive
Experience
Concord Nissan 2013 - Present
Wells Fargo June 2009 - December 2009
Skills
Microsoft Word, Microsoft Office, Microsoft Excel
Education
University of California, Davis 2005 — 2008
Concord Nissan 2013 - Present
Wells Fargo June 2009 - December 2009
Skills
Microsoft Word, Microsoft Office, Microsoft Excel
Education
University of California, Davis 2005 — 2008
Jocelyn Mike's Wells Fargo Experience AVPWells Fargo Bank2004 - Present
Job Site Manager/AVP at Wells Fargo
Industry Banking
Experience
Wells Fargo AVPWells Fargo Bank2004 - Present
Citibank August 1998 - August 2004
Education
University of California, Davis 1996 — 1998
B.S., Anthropology
Wells Fargo AVPWells Fargo Bank2004 - Present
Citibank August 1998 - August 2004
Education
University of California, Davis 1996 — 1998
B.S., Anthropology
Jay Beck's Wells Fargo Experience April 2003 - July 2007
Job Senior Vice President Branch Network Officer at Founders Community Bank
Industry Banking
Experience
Founders Community Bank January 2012 - Present
Founders Community Bank November 2008 - December 2011
Pacific Capital Bancorp July 2007 - October 2008
Wells Fargo April 2003 - July 2007
Wells Fargo Bank 2005 - 2007
UC Davis 1993 - 1998
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Loans, Loan Origination, Credit, Underwriting, Banking, Lines Of Credit, Relationship Management, Portfolio Management, Commercial Mortgages, Cash Management, Investments, Risk Management, Credit Risk, Asset Managment, Private Banking, Consumer Lending
Education
University of California, Davis 1993 — 1998
BA
Founders Community Bank January 2012 - Present
Founders Community Bank November 2008 - December 2011
Pacific Capital Bancorp July 2007 - October 2008
Wells Fargo April 2003 - July 2007
Wells Fargo Bank 2005 - 2007
UC Davis 1993 - 1998
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Loans, Loan Origination, Credit, Underwriting, Banking, Lines Of Credit, Relationship Management, Portfolio Management, Commercial Mortgages, Cash Management, Investments, Risk Management, Credit Risk, Asset Managment, Private Banking, Consumer Lending
Education
University of California, Davis 1993 — 1998
BA
David Combest's Wells Fargo Experience 1997 - 2006
Job International Real Estate Project Coordinator at Oracle
Industry Facilities Services
Experience
Oracle October 2014 - Present
Morlin Asset Management, LP 2010 - 2012
Able Engineering 2006 - 2010
Wells Fargo 1997 - 2006
Skills
Property Management, Facilities Management, Project Management, Commercial Real Estate, Contract Management, Negotiation, Corporate Real Estate, Budgets, Operations Management, Leases, Facilities Operations, Contract Negotiation, Management, Lease Administration, Real Estate, Project Planning, Real Estate Development
Education
University of California, Davis 1990 — 1994
Bachelor of Science (B.S.), Managerial Economics
Oracle October 2014 - Present
Morlin Asset Management, LP 2010 - 2012
Able Engineering 2006 - 2010
Wells Fargo 1997 - 2006
Skills
Property Management, Facilities Management, Project Management, Commercial Real Estate, Contract Management, Negotiation, Corporate Real Estate, Budgets, Operations Management, Leases, Facilities Operations, Contract Negotiation, Management, Lease Administration, Real Estate, Project Planning, Real Estate Development
Education
University of California, Davis 1990 — 1994
Bachelor of Science (B.S.), Managerial Economics
Christopher Madril's Wells Fargo Experience 2012 - 2013
Job Private Banking at Morgan Stanley
Industry Banking
Experience
Morgan Stanley 2014 - Present
Wells Fargo Bank 2013 - 2014
Wells Fargo 2012 - 2013
Wells Fargo 2010 - 2012
Wells Fargo 2008 - 2010
Wells Fargo 2006 - 2008
Skills
Investments, Asset Allocation, Series 7, Wealth Management, Credit, Commercial Lending, Asset Management, Retirement Planning, Relationship Management, Wealth Management..., Treasury Management, Corporate Finance, Private Banking, High Net Worth...
Education
University of California, Davis 2000 — 2004
BA, Political Science
Morgan Stanley 2014 - Present
Wells Fargo Bank 2013 - 2014
Wells Fargo 2012 - 2013
Wells Fargo 2010 - 2012
Wells Fargo 2008 - 2010
Wells Fargo 2006 - 2008
Skills
Investments, Asset Allocation, Series 7, Wealth Management, Credit, Commercial Lending, Asset Management, Retirement Planning, Relationship Management, Wealth Management..., Treasury Management, Corporate Finance, Private Banking, High Net Worth...
Education
University of California, Davis 2000 — 2004
BA, Political Science
Nelson Du, CPA's Wells Fargo Experience June 2014 - August 2014
Job MBA Graduate of University of California, Davis
Industry Accounting
Experience
UC Davis Graduate School of Management October 2014 - March 2015
Wells Fargo June 2014 - August 2014
Marrone Bio Innovations March 2014 - June 2014
Archibald M Sam & Co, CPAs April 2011 - June 2013
Archibald M. Sam & Co., CPAs December 2010 - March 2011
Consumer Credit Counseling Services of San Francisco August 2009 - October 2009
University of California San Francisco October 2008 - January 2009
The California Aggie September 2007 - December 2007
Skills
Accounting, Accounts Payable, Credit, Financial Analysis, Auditing, Financial Accounting, QuickBooks, Financial Reporting, Finance, Accounts Receivable, Tax, Microsoft Excel, Sarbanes-Oxley Act, Financial Modeling, GAAP, General Ledger, Internal Controls, Outlook, Account Reconciliation, Financial Statements
Education
University of California, Davis 2013 — 2015
Master of Business Administration (MBA)
Foothill College 2008 — 2009
Accounting
University of California, Davis 2004 — 2008
Bachelor of Arts, Economics
UC Davis Graduate School of Management October 2014 - March 2015
Wells Fargo June 2014 - August 2014
Marrone Bio Innovations March 2014 - June 2014
Archibald M Sam & Co, CPAs April 2011 - June 2013
Archibald M. Sam & Co., CPAs December 2010 - March 2011
Consumer Credit Counseling Services of San Francisco August 2009 - October 2009
University of California San Francisco October 2008 - January 2009
The California Aggie September 2007 - December 2007
Skills
Accounting, Accounts Payable, Credit, Financial Analysis, Auditing, Financial Accounting, QuickBooks, Financial Reporting, Finance, Accounts Receivable, Tax, Microsoft Excel, Sarbanes-Oxley Act, Financial Modeling, GAAP, General Ledger, Internal Controls, Outlook, Account Reconciliation, Financial Statements
Education
University of California, Davis 2013 — 2015
Master of Business Administration (MBA)
Foothill College 2008 — 2009
Accounting
University of California, Davis 2004 — 2008
Bachelor of Arts, Economics
Diana Talyamsky's Wells Fargo Experience March 2013 - Present
Job Systems QA Analyst at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo March 2013 - Present
Razorfish July 2010 - October 2012
WishB April 2010 - June 2010
IGN Entertainment 2009 - 2010
Carat 2006 - 2009
Memocast 2006 - 2006
Galgon Industries 1997 - 2005
Platinum Technologies 1997 - 1997
Skills
Quality Assurance, Testing, Test Planning, Software Quality..., Test Automation, Agile Methodologies
Education
University of California, Davis 1992 — 1996
Managerial Economics, Computer Science
Wells Fargo March 2013 - Present
Razorfish July 2010 - October 2012
WishB April 2010 - June 2010
IGN Entertainment 2009 - 2010
Carat 2006 - 2009
Memocast 2006 - 2006
Galgon Industries 1997 - 2005
Platinum Technologies 1997 - 1997
Skills
Quality Assurance, Testing, Test Planning, Software Quality..., Test Automation, Agile Methodologies
Education
University of California, Davis 1992 — 1996
Managerial Economics, Computer Science
Suzanne Heng's Wells Fargo Experience March 2008 - March 2014
Job Technology Manager, VP at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo Wholesale Technologies - Insurance March 2014 - Present
Wells Fargo March 2008 - March 2014
Wells Fargo March 2004 - March 2008
Wells Fargo October 2000 - March 2004
Advanced Resources June 2000 - October 2000
Providian Financial October 1996 - June 2000
Quintiles June 1994 - October 1996
ALZA Corporation January 1992 - June 1994
Skills
SDLC, Business Analysis, Visio, SAS, SQL, Requirements Gathering, Analytics, SharePoint, Business Intelligence, Teradata, Business Requirements, Vendor Management, Process Improvement, Requirements Analysis, Data Analysis, Cross-functional Team...
Education
University of California, Davis 1988 — 1991
Bachelor of Science (B.S.), Major: Statistics / Minor: Education
Wells Fargo Wholesale Technologies - Insurance March 2014 - Present
Wells Fargo March 2008 - March 2014
Wells Fargo March 2004 - March 2008
Wells Fargo October 2000 - March 2004
Advanced Resources June 2000 - October 2000
Providian Financial October 1996 - June 2000
Quintiles June 1994 - October 1996
ALZA Corporation January 1992 - June 1994
Skills
SDLC, Business Analysis, Visio, SAS, SQL, Requirements Gathering, Analytics, SharePoint, Business Intelligence, Teradata, Business Requirements, Vendor Management, Process Improvement, Requirements Analysis, Data Analysis, Cross-functional Team...
Education
University of California, Davis 1988 — 1991
Bachelor of Science (B.S.), Major: Statistics / Minor: Education
Gerard Renk's Wells Fargo Experience May 1994 - January 2005
Job Financial Consultant at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2014 - Present
Morgan Stanley Wealth Management October 2012 - July 2013
Union Bank January 2012 - October 2012
Private Family Office January 2005 - January 2012
Wells Fargo May 1994 - January 2005
Skills
Investments, Mutual Funds, Asset Allocation, Retirement Planning, 401k, Insurance
Education
University of California, Davis 1976 — 1981
Bachelor of Arts (BA), Psychology
crestmoor
crestmoor
Wells Fargo Advisors, LLC April 2014 - Present
Morgan Stanley Wealth Management October 2012 - July 2013
Union Bank January 2012 - October 2012
Private Family Office January 2005 - January 2012
Wells Fargo May 1994 - January 2005
Skills
Investments, Mutual Funds, Asset Allocation, Retirement Planning, 401k, Insurance
Education
University of California, Davis 1976 — 1981
Bachelor of Arts (BA), Psychology
crestmoor
crestmoor
Donna Fong's Wells Fargo Experience February 2010 - Present
Job Wells Fargo Bank
Industry Banking
Experience
Wells Fargo February 2010 - Present
Robert Half International February 2009 - January 2010
Bank of America April 1977 - November 2007
Education
University of California, Davis 1972 — 1977
BA, US History
Wells Fargo February 2010 - Present
Robert Half International February 2009 - January 2010
Bank of America April 1977 - November 2007
Education
University of California, Davis 1972 — 1977
BA, US History
Arthur Angulo's Wells Fargo Experience July 2006 - February 2010
Job Registered Investment Advisor
Industry Financial Services
Experience
Charles Schwab July 2012 - Present
Apple October 2011 - July 2012
Pacific Western Bank May 2010 - November 2010
Wells Fargo July 2006 - February 2010
Citibank, Retail December 2003 - July 2006
El Barco September 2002 - September 2003
Sherwood Futures November 2001 - May 2002
Skills
Series 7, Series 66, Options, Investments, Derivatives, Finance, Credit, Series 63, Banking, Corporate Finance, Relationship Management
Education
University of California, Davis
B.S; B.A, Economics; Spanish
Charles Schwab July 2012 - Present
Apple October 2011 - July 2012
Pacific Western Bank May 2010 - November 2010
Wells Fargo July 2006 - February 2010
Citibank, Retail December 2003 - July 2006
El Barco September 2002 - September 2003
Sherwood Futures November 2001 - May 2002
Skills
Series 7, Series 66, Options, Investments, Derivatives, Finance, Credit, Series 63, Banking, Corporate Finance, Relationship Management
Education
University of California, Davis
B.S; B.A, Economics; Spanish
Carson Lambeth's Wells Fargo Experience January 2008 - January 2012
Job Project Manager at Civitas
Industry Financial Services
Experience
Civitas January 2010 - Present
Wells Fargo January 2008 - January 2012
Skills
Strategic Planning, Non-profits, Project Management, Event Management, Marketing Communications, Nonprofits, Public Relations, Public Speaking, Community Outreach, Community Development, Social Media, Marketing, Marketing Strategy
Education
University of California, Davis
Bachelor of Science (BS)
Civitas January 2010 - Present
Wells Fargo January 2008 - January 2012
Skills
Strategic Planning, Non-profits, Project Management, Event Management, Marketing Communications, Nonprofits, Public Relations, Public Speaking, Community Outreach, Community Development, Social Media, Marketing, Marketing Strategy
Education
University of California, Davis
Bachelor of Science (BS)
Jonathan Parr's Wells Fargo Experience November 2008 - September 2009
Job Helping companies align their NPS, CSAT and FCR through the CUSTOMER EXPERIENCE.
Industry Hospitality
Experience
MOVE Guides March 2015 - July 2015
LesConcierges May 2014 - September 2014
**Stealth Mode** August 2012 - May 2014
Capay Organic / Farm Fresh to You December 2010 - June 2012
Wells Fargo November 2008 - September 2009
AT&T November 2006 - April 2008
Sprint July 2005 - October 2006
ClientLogic / Sitel June 2004 - June 2005
Providian Financial January 1999 - April 2004
Education
DQ University
Associate of Arts (AA)
University of California, Davis
University
MOVE Guides March 2015 - July 2015
LesConcierges May 2014 - September 2014
**Stealth Mode** August 2012 - May 2014
Capay Organic / Farm Fresh to You December 2010 - June 2012
Wells Fargo November 2008 - September 2009
AT&T November 2006 - April 2008
Sprint July 2005 - October 2006
ClientLogic / Sitel June 2004 - June 2005
Providian Financial January 1999 - April 2004
Education
DQ University
Associate of Arts (AA)
University of California, Davis
University
Bruce Mandel's Wells Fargo Experience 1993 - 2000
Job Regional Vice President
Industry Financial Services
Experience
Fisher Investments 2001 - Present
Wells Fargo 1993 - 2000
Schenider National 1982 - 1985
Education
Del Campo High School
Del Campo High School
University of California, Davis
Bachelor of Science (BS), Environmental Engineering
Fisher Investments 2001 - Present
Wells Fargo 1993 - 2000
Schenider National 1982 - 1985
Education
Del Campo High School
Del Campo High School
University of California, Davis
Bachelor of Science (BS), Environmental Engineering
Daniel Jang's Wells Fargo Experience March 2011 - August 2011
Job Senior Complex Revenue Manager
Industry Hospitality
Experience
Ultima Hospitality July 2015 - Present
The Westin and Aloft San Francisco Airport February 2014 - Present
Starwood Hotels & Resorts Worldwide, Inc. August 2013 - February 2014
Starwood Hotels & Resorts Worldwide, Inc. 2011 - August 2013
Wells Fargo March 2011 - August 2011
Eat24 November 2010 - March 2011
Skills
Hospitality Management, Customer Service, Multi-tasking Skills, Lightspeed, Microsoft Office, Teamwork, Hotels, Accounting, Marketing, Customer Satisfaction, Hospitality, Hotel Management, Finance, Micros, Revenue Analysis, PowerPoint, Front Office, Accounts Payable, Hospitality Industry, Food & Beverage, Rooms Division, Resorts, OnQ, Yield Management, Pre-opening
Education
University of California, Davis 2005 — 2009
B.A, Economics.
Ultima Hospitality July 2015 - Present
The Westin and Aloft San Francisco Airport February 2014 - Present
Starwood Hotels & Resorts Worldwide, Inc. August 2013 - February 2014
Starwood Hotels & Resorts Worldwide, Inc. 2011 - August 2013
Wells Fargo March 2011 - August 2011
Eat24 November 2010 - March 2011
Skills
Hospitality Management, Customer Service, Multi-tasking Skills, Lightspeed, Microsoft Office, Teamwork, Hotels, Accounting, Marketing, Customer Satisfaction, Hospitality, Hotel Management, Finance, Micros, Revenue Analysis, PowerPoint, Front Office, Accounts Payable, Hospitality Industry, Food & Beverage, Rooms Division, Resorts, OnQ, Yield Management, Pre-opening
Education
University of California, Davis 2005 — 2009
B.A, Economics.
Gary Yee's Wells Fargo Experience May 2007 - March 2008
Job Jr Systems Administrator at IXL Learning
Industry Computer Software
Experience
IXL Learning September 2012 - Present
TIBCO Software June 2011 - September 2011
SoftSol Technologies Inc May 2009 - May 2011
Pillsbury Winthrop Shaw Pittman July 2008 - September 2008
Wells Fargo May 2007 - March 2008
CrestPoint Solutions March 2006 - December 2006
Charles M. Salter Associates, Inc. June 2002 - August 2002
Skills
Active Directory, Ruckus Zone Director, VMware vSphere, Python, VMware Infrastructure, Google Apps..., Google Apps, Adobe Creative Suite, GreenHat, Technical Presentations, SQL Developer, Customer Presentations, TIBCO EMS, AutoCAD, QTP, Quality Center, SQL, Manual Testing, XML, Test Automation, Software Quality..., Bugzilla, Black Box Testing
Education
University of California, Davis 2000 — 2005
Bachelors, Electrical Engineering/ Material Science
IXL Learning September 2012 - Present
TIBCO Software June 2011 - September 2011
SoftSol Technologies Inc May 2009 - May 2011
Pillsbury Winthrop Shaw Pittman July 2008 - September 2008
Wells Fargo May 2007 - March 2008
CrestPoint Solutions March 2006 - December 2006
Charles M. Salter Associates, Inc. June 2002 - August 2002
Skills
Active Directory, Ruckus Zone Director, VMware vSphere, Python, VMware Infrastructure, Google Apps..., Google Apps, Adobe Creative Suite, GreenHat, Technical Presentations, SQL Developer, Customer Presentations, TIBCO EMS, AutoCAD, QTP, Quality Center, SQL, Manual Testing, XML, Test Automation, Software Quality..., Bugzilla, Black Box Testing
Education
University of California, Davis 2000 — 2005
Bachelors, Electrical Engineering/ Material Science
Shirley Tsieh's Wells Fargo Experience June 2012 - April 2013
Job Program Manager, Display at Oracle
Industry Marketing and Advertising
Experience
Oracle April 2015 - Present
Mogo Marketing + Media April 2013 - March 2015
Wells Fargo June 2012 - April 2013
Oracle October 2011 - April 2012
AdRoll.com June 2011 - September 2011
Navion Financial Advisors, LLC February 2010 - June 2011
Morgan Stanley Smith Barney April 2010 - June 2010
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Finance, Portfolio Management, Digital Marketing, Online Advertising, Marketing, Social Networking, Leadership, Sales, Teamwork, Access, Financial Reporting, Risk Management, Time Management, Analysis, Event Planning, Economics, Budgets
Education
University of California, Davis 2008 — 2012
Bachelor of Arts (B.A.), Economics and Chinese
Oracle April 2015 - Present
Mogo Marketing + Media April 2013 - March 2015
Wells Fargo June 2012 - April 2013
Oracle October 2011 - April 2012
AdRoll.com June 2011 - September 2011
Navion Financial Advisors, LLC February 2010 - June 2011
Morgan Stanley Smith Barney April 2010 - June 2010
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Finance, Portfolio Management, Digital Marketing, Online Advertising, Marketing, Social Networking, Leadership, Sales, Teamwork, Access, Financial Reporting, Risk Management, Time Management, Analysis, Event Planning, Economics, Budgets
Education
University of California, Davis 2008 — 2012
Bachelor of Arts (B.A.), Economics and Chinese
Naaila Hossain's Wells Fargo Experience April 2007 - July 2008
Job Desktop Support Manager at ALTOUR
Industry Leisure, Travel & Tourism
Experience
ALTOUR July 2015 - Present
1E September 2013 - June 2015
Graphic Systems Group April 2012 - September 2013
Azamour Investments, LLC July 2011 - February 2012
Apple June 2009 - July 2011
Wells Fargo April 2007 - July 2008
Bank of America November 2003 - April 2005
Skills
OS X, Troubleshooting, iPhone, Windows, Networking, FileMaker, Servers, Apple Remote Desktop, Mac OS X Server, Network Administration, Microsoft Office, Workgroup Manager, Management, Technical Support, Apple Certified, Sales, Mac, iPad, Hardware, DHCP, Windows XP, Customer Service, Active Directory, System Center, Microsoft Technologies, TCP/IP, SCCM, SonicWALL, Avaya IP Telephony, Lync, Office 365, Windows Azure
Education
University of California, Davis 2008 — 2010
Bachelor of Arts, Cultural Anthropology and Middle Eastern/South Asian Studies
ALTOUR July 2015 - Present
1E September 2013 - June 2015
Graphic Systems Group April 2012 - September 2013
Azamour Investments, LLC July 2011 - February 2012
Apple June 2009 - July 2011
Wells Fargo April 2007 - July 2008
Bank of America November 2003 - April 2005
Skills
OS X, Troubleshooting, iPhone, Windows, Networking, FileMaker, Servers, Apple Remote Desktop, Mac OS X Server, Network Administration, Microsoft Office, Workgroup Manager, Management, Technical Support, Apple Certified, Sales, Mac, iPad, Hardware, DHCP, Windows XP, Customer Service, Active Directory, System Center, Microsoft Technologies, TCP/IP, SCCM, SonicWALL, Avaya IP Telephony, Lync, Office 365, Windows Azure
Education
University of California, Davis 2008 — 2010
Bachelor of Arts, Cultural Anthropology and Middle Eastern/South Asian Studies
Daniel Shallit's Wells Fargo Experience November 2014 - Present
Job Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2014 - Present
Skills
Financial Modeling, Finance, Project Management, CRM, Salesforce.com, Portfolio Management, Management, Customer Service, Sales, Analysis, Team Building, Financial Analysis
Education
University of California, Davis
Wells Fargo November 2014 - Present
Skills
Financial Modeling, Finance, Project Management, CRM, Salesforce.com, Portfolio Management, Management, Customer Service, Sales, Analysis, Team Building, Financial Analysis
Education
University of California, Davis
Dottie Monahan Sigman's Wells Fargo Experience September 1999 - August 2005
Job Cashier at Wal*Mart
Industry Retail
Experience
Wal*Mart February 2008 - Present
Precious Gems Jewelers February 2000 - December 2006
Wells Fargo September 1999 - August 2005
Education
UC Davis 1994 — 1996
UC Davis Certificate, Business/Human Resources
Argentina 1947 — 1959
UC Davis Certificate, Human Resources Mgmt and Dev
Wal*Mart February 2008 - Present
Precious Gems Jewelers February 2000 - December 2006
Wells Fargo September 1999 - August 2005
Education
UC Davis 1994 — 1996
UC Davis Certificate, Business/Human Resources
Argentina 1947 — 1959
UC Davis Certificate, Human Resources Mgmt and Dev
Erica Chun's Wells Fargo Experience December 2008 - March 2010
Job
Industry Management Consulting
Experience
Deloitte December 2012 - Present
Accenture April 2010 - November 2012
Wells Fargo December 2008 - March 2010
Skills
Change Management, Project Management, Stakeholder Management, Communication..., Training..., Client Relationship..., Technology Adoption, Leadership, Requirements Gathering, Change Impact Analysis, Change Readiness, Issue Management, Problem Solving, SAP CRM 7.0, SAP Business Objects, Oracle Siebel CRM, Media & Entertainment, CRM, Training, Analysis
Education
University of the Pacific - McGeorge School of Law 2007 — 2008
JD
UC Davis 2002 — 2006
Bachelor of Arts (B.A.), Sociology with Honors, International Relations with Honors
Deloitte December 2012 - Present
Accenture April 2010 - November 2012
Wells Fargo December 2008 - March 2010
Skills
Change Management, Project Management, Stakeholder Management, Communication..., Training..., Client Relationship..., Technology Adoption, Leadership, Requirements Gathering, Change Impact Analysis, Change Readiness, Issue Management, Problem Solving, SAP CRM 7.0, SAP Business Objects, Oracle Siebel CRM, Media & Entertainment, CRM, Training, Analysis
Education
University of the Pacific - McGeorge School of Law 2007 — 2008
JD
UC Davis 2002 — 2006
Bachelor of Arts (B.A.), Sociology with Honors, International Relations with Honors
Amber Chalmers's Wells Fargo Experience July 2011 - July 2013
Job Economic Analyst
Industry Financial Services
Experience
Citi July 2013 - March 2015
Wells Fargo July 2011 - July 2013
HCVT LLP (Holthouse Carlin & Van Trigt LLP) June 2007 - August 2009
Education
University of California, Davis 2007 — 2011
Bachelor’s Degree, Economics, Communication
Westechester Senior High School 2003 — 2007
High School
Citi July 2013 - March 2015
Wells Fargo July 2011 - July 2013
HCVT LLP (Holthouse Carlin & Van Trigt LLP) June 2007 - August 2009
Education
University of California, Davis 2007 — 2011
Bachelor’s Degree, Economics, Communication
Westechester Senior High School 2003 — 2007
High School
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank