Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Employee
Years
Job
Industry
Loradane Arzadon Loradane Arzadon's Wells Fargo Experience August 2012 - May 2013
Job Associate Account Executive at Travelers
Industry Financial Services
Experience
Travelers Construction Services October 2015 - Present
Travelers Construction Services October 2014 - October 2015
Crossline Capital July 2014 - October 2014
Crossline Capital May 2013 - July 2014
Wells Fargo August 2012 - May 2013
Students Consulting for Non-Profit Organizations at Univeristy of California, Irvine September 2011 - June 2012
Segerstrom Center for the Arts February 2012 - May 2012
Skills
Marketing, Finance, Microsoft Excel, Management, Banking, Credit, PowerPoint, Underwriting, Microsoft Word, Financial Services, Accounting, Oral & Written..., Surety Bonds, Construction
Education
University of California, Irvine 2009 — 2012
Bachelor of Arts (B.A.), Business Economics
Travelers Construction Services October 2015 - Present
Travelers Construction Services October 2014 - October 2015
Crossline Capital July 2014 - October 2014
Crossline Capital May 2013 - July 2014
Wells Fargo August 2012 - May 2013
Students Consulting for Non-Profit Organizations at Univeristy of California, Irvine September 2011 - June 2012
Segerstrom Center for the Arts February 2012 - May 2012
Skills
Marketing, Finance, Microsoft Excel, Management, Banking, Credit, PowerPoint, Underwriting, Microsoft Word, Financial Services, Accounting, Oral & Written..., Surety Bonds, Construction
Education
University of California, Irvine 2009 — 2012
Bachelor of Arts (B.A.), Business Economics
Dat Quach Dat Quach's Wells Fargo Experience April 2014 - Present
Job Personal Banker at Wells Fargo
Industry Health, Wellness and Fitness
Experience
Wells Fargo April 2014 - Present
Wells Fargo September 2013 - April 2014
Dong Huong Charity January 2009 - December 2013
24 Hour Fitness November 2012 - August 2013
Boat Rental of America May 2008 - December 2008
Maritz May 2006 - October 2006
Skills
Communication, Human Relationship, Telecommunications, Human Resources, Air Conditioning, HVAC, Microsoft Office, Clinical Research, C++, Internet, Heating, Ventilation, Data Entry, Clerks, Sales, Sales Management, Customer Service, Professional Services, Referrals, Work Ethic
Education
University of California, Irvine 2006 — 2012
Bachelor of Arts (B.A.), Anthropology
Polytechnic High School 2002 — 2006
High school Diploma
Wells Fargo April 2014 - Present
Wells Fargo September 2013 - April 2014
Dong Huong Charity January 2009 - December 2013
24 Hour Fitness November 2012 - August 2013
Boat Rental of America May 2008 - December 2008
Maritz May 2006 - October 2006
Skills
Communication, Human Relationship, Telecommunications, Human Resources, Air Conditioning, HVAC, Microsoft Office, Clinical Research, C++, Internet, Heating, Ventilation, Data Entry, Clerks, Sales, Sales Management, Customer Service, Professional Services, Referrals, Work Ethic
Education
University of California, Irvine 2006 — 2012
Bachelor of Arts (B.A.), Anthropology
Polytechnic High School 2002 — 2006
High school Diploma
Rex Nelson Rex Nelson's Wells Fargo Experience August 2013 - June 2014
Job The New Port Theatre
Industry Entertainment
Experience
The New Port Theatre August 2014 - Present
Teak Catering June 2007 - Present
The Party Staff, Inc. March 2007 - Present
Wells Fargo August 2013 - June 2014
UC Irvine June 2011 - September 2012
Skills
Highly Reliable, Positive Personality, Customer Satisfaction, Customer Service, Positive Energy, Cash Handling Experience, Positive Team Player, Hardwork, Positive Can-do Attitude, Intuitiveness, Creative Problem Solving, Team-oriented
Education
University of California, Irvine 2008 — 2013
Bachelor's degree, Sociology and Social Ecology
Newport Harbor High School 2004 — 2008
High School, General Education
The New Port Theatre August 2014 - Present
Teak Catering June 2007 - Present
The Party Staff, Inc. March 2007 - Present
Wells Fargo August 2013 - June 2014
UC Irvine June 2011 - September 2012
Skills
Highly Reliable, Positive Personality, Customer Satisfaction, Customer Service, Positive Energy, Cash Handling Experience, Positive Team Player, Hardwork, Positive Can-do Attitude, Intuitiveness, Creative Problem Solving, Team-oriented
Education
University of California, Irvine 2008 — 2013
Bachelor's degree, Sociology and Social Ecology
Newport Harbor High School 2004 — 2008
High School, General Education
Branden Clayton Branden Clayton's Wells Fargo Experience September 2013 - Present
Job PC/LAN Analyst at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo September 2013 - Present
TriZetto Corporation March 2012 - April 2012
Bill Barrett Corporation July 2011 - December 2011
Hewlett-Packard November 2010 - April 2011
Center Partners May 2010 - October 2010
Shopzilla Inc June 2008 - January 2010
World Telecom Group July 2007 - June 2008
T-birds By Nick September 2005 - July 2007
Support Associates December 2004 - June 2005
PC Club Computers August 2002 - November 2004
Skills
Active Directory, Troubleshooting
Education
University of California, Irvine 2001 — 2005
Bachelors, Information & Computer Science
Trabuco Hills High School 1997 — 2001
Diploma with High Honors, General Academics
Wells Fargo September 2013 - Present
TriZetto Corporation March 2012 - April 2012
Bill Barrett Corporation July 2011 - December 2011
Hewlett-Packard November 2010 - April 2011
Center Partners May 2010 - October 2010
Shopzilla Inc June 2008 - January 2010
World Telecom Group July 2007 - June 2008
T-birds By Nick September 2005 - July 2007
Support Associates December 2004 - June 2005
PC Club Computers August 2002 - November 2004
Skills
Active Directory, Troubleshooting
Education
University of California, Irvine 2001 — 2005
Bachelors, Information & Computer Science
Trabuco Hills High School 1997 — 2001
Diploma with High Honors, General Academics
Guy Hadnot's Wells Fargo Experience June 2012 - December 2012
Job
Industry Hospital & Health Care
Experience
Health Net July 2013 - Present
GLH Consulting Services April 2012 - July 2013
Wells Fargo June 2012 - December 2012
CSAA Insurance Group April 2011 - April 2012
Bank of the West December 2006 - April 2011
Kaiser Permanente IT June 2005 - December 2006
Visa May 2004 - June 2005
Capital One April 2000 - May 2004
Skills
Strategic Planning, Product Development, Product Life Cycle..., Product Management, Team Building, Marketing Strategy, Product Marketing, P&L Management, Forecasting, Cross-functional Team..., Budgeting, Strategy Development, Pricing, Segmentation, Promotions, Budgets, Strategy, Market Research, E-commerce, Leadership, Marketing, Business Development, CRM, Brand Management, Customer Acquisition, Online Advertising, Process Improvement, Management
Education
University of California, Irvine
BA, Philosophy
University of California, Los Angeles - The Anderson School of Management
Marketing & Finance
Health Net July 2013 - Present
GLH Consulting Services April 2012 - July 2013
Wells Fargo June 2012 - December 2012
CSAA Insurance Group April 2011 - April 2012
Bank of the West December 2006 - April 2011
Kaiser Permanente IT June 2005 - December 2006
Visa May 2004 - June 2005
Capital One April 2000 - May 2004
Skills
Strategic Planning, Product Development, Product Life Cycle..., Product Management, Team Building, Marketing Strategy, Product Marketing, P&L Management, Forecasting, Cross-functional Team..., Budgeting, Strategy Development, Pricing, Segmentation, Promotions, Budgets, Strategy, Market Research, E-commerce, Leadership, Marketing, Business Development, CRM, Brand Management, Customer Acquisition, Online Advertising, Process Improvement, Management
Education
University of California, Irvine
BA, Philosophy
University of California, Los Angeles - The Anderson School of Management
Marketing & Finance
Monique Gasque's Wells Fargo Experience January 2009 - February 2011
Job Vice President at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank March 2011 - Present
Wells Fargo January 2009 - February 2011
Wells Fargo Bank September 2008 - January 2009
Wells Fargo Foothill June 2007 - September 2008
McGladrey Capital Markets LLC December 2004 - January 2007
Skills
Credit, Portfolio Management, Capital Markets, Asset Managment, Commercial Banking, Finance, Financial Risk, Restructuring, Analysis, Financial Modeling, Management, Investment Banking, Underwriting, Competitive Analysis
Education
UNIVERSITY OF CALIFORNIA AT BERKLEY 2009 — 2009
4.0
UNIVERSITY OF CALIFORNIA AT LOS ANGELES, Los Angeles, CA 2007 — 2007
4.0
University of California, Irvine 1999 — 2003
Bachelor of Arts (B.A.), International Relations and Affairs
Wells Fargo Bank March 2011 - Present
Wells Fargo January 2009 - February 2011
Wells Fargo Bank September 2008 - January 2009
Wells Fargo Foothill June 2007 - September 2008
McGladrey Capital Markets LLC December 2004 - January 2007
Skills
Credit, Portfolio Management, Capital Markets, Asset Managment, Commercial Banking, Finance, Financial Risk, Restructuring, Analysis, Financial Modeling, Management, Investment Banking, Underwriting, Competitive Analysis
Education
UNIVERSITY OF CALIFORNIA AT BERKLEY 2009 — 2009
4.0
UNIVERSITY OF CALIFORNIA AT LOS ANGELES, Los Angeles, CA 2007 — 2007
4.0
University of California, Irvine 1999 — 2003
Bachelor of Arts (B.A.), International Relations and Affairs
Ashley Saba Ashley Saba's Wells Fargo Experience April 2014 - August 2014
Job Political Organization Professional
Industry Political Organization
Experience
Centre for European Security Studies February 2015 - Present
Wells Fargo April 2014 - August 2014
Grassroots Campaigns November 2013 - April 2014
youTHink June 2006 - June 2009
People to People Ambassador Programs July 2005 - August 2005
Skills
Social Media, Nonprofits, Community Outreach, Television, Grassroots Organizing, Microsoft Office, Public Speaking, Microsoft Word, Microsoft Excel, PowerPoint, Politics, Fundraising, Social Networking, Event Planning, Editing
Education
University of Groningen 2014 — 2015
Master of Arts (MA), International Security
University of California, Irvine 2009 — 2013
Bachelor of Arts (B.A.) Political Science; Bachelor of Arts (B.A.) International Studies
Centre for European Security Studies February 2015 - Present
Wells Fargo April 2014 - August 2014
Grassroots Campaigns November 2013 - April 2014
youTHink June 2006 - June 2009
People to People Ambassador Programs July 2005 - August 2005
Skills
Social Media, Nonprofits, Community Outreach, Television, Grassroots Organizing, Microsoft Office, Public Speaking, Microsoft Word, Microsoft Excel, PowerPoint, Politics, Fundraising, Social Networking, Event Planning, Editing
Education
University of Groningen 2014 — 2015
Master of Arts (MA), International Security
University of California, Irvine 2009 — 2013
Bachelor of Arts (B.A.) Political Science; Bachelor of Arts (B.A.) International Studies
Michael Fink, CFA Michael Fink, CFA's Wells Fargo Experience October 2009 - February 2014
Job VP Portfolio Manager at U.S. Trust
Industry Investment Management
Experience
U.S. Trust February 2014 - Present
Wells Fargo October 2009 - February 2014
Wells Fargo January 2008 - October 2009
Wells Fargo March 2006 - January 2008
Skills
Investments, Asset Allocation, Portfolio Management, Equities, Finance, Alternative Investments, Fixed Income, Investment Policy..., Behavioral Finance, Rebalancing, Derivatives, Risk Management, Performance Measurement, Economics, Bonds, Securities
Education
University of California, Irvine 2001 — 2005
Bachelor of Arts (B.A.), Economics
University of California, Irvine 2001 — 2005
Bachelor of Arts (B.A.), Political Science
U.S. Trust February 2014 - Present
Wells Fargo October 2009 - February 2014
Wells Fargo January 2008 - October 2009
Wells Fargo March 2006 - January 2008
Skills
Investments, Asset Allocation, Portfolio Management, Equities, Finance, Alternative Investments, Fixed Income, Investment Policy..., Behavioral Finance, Rebalancing, Derivatives, Risk Management, Performance Measurement, Economics, Bonds, Securities
Education
University of California, Irvine 2001 — 2005
Bachelor of Arts (B.A.), Economics
University of California, Irvine 2001 — 2005
Bachelor of Arts (B.A.), Political Science
Ashley Lam Ashley Lam's Wells Fargo Experience June 2014 - Present
Job Systems QA Analyst at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo June 2014 - Present
Slainte Volleyball January 2014 - Present
Cubick-Corporate Events Services & Coordination September 2013 - November 2013
Delta Dental June 2012 - August 2012
Bath & Body Works June 2010 - September 2010
Skills
Social Media, PowerPoint, Microsoft Office, Microsoft Word, Facebook, Social Networking, Microsoft Excel, Sales, Event Planning, Market Research, Teamwork, Time Management, Community Service, HP Quality Center, ClearQuest, Oracle SQL Developer
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts (B.A.), Business Economics
Sacred Heart Cathedral Preparatory 2005 — 2009
High School Diploma
Wells Fargo June 2014 - Present
Slainte Volleyball January 2014 - Present
Cubick-Corporate Events Services & Coordination September 2013 - November 2013
Delta Dental June 2012 - August 2012
Bath & Body Works June 2010 - September 2010
Skills
Social Media, PowerPoint, Microsoft Office, Microsoft Word, Facebook, Social Networking, Microsoft Excel, Sales, Event Planning, Market Research, Teamwork, Time Management, Community Service, HP Quality Center, ClearQuest, Oracle SQL Developer
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts (B.A.), Business Economics
Sacred Heart Cathedral Preparatory 2005 — 2009
High School Diploma
Alexander Truong's Wells Fargo Experience April 2011 - September 2013
Job Contract Planner at Lilley Planning Group
Industry Architecture & Planning
Experience
Lilley Planning Group December 2014 - Present
County of Orange- OC Public Works/OC Planning September 2013 - December 2014
County of Orange- OC Public Works/OC Planning September 2012 - September 2013
Wells Fargo April 2011 - September 2013
City of Los Angeles-Department of Transportation October 2012 - July 2013
UC Irvine- Student Housing January 2011 - June 2011
UC Irvine- School of Social Ecology January 2011 - June 2011
Skills
Access, Banking, Microsoft Excel, PowerPoint, Outlook, Analysis, Finance, Cash Management, Financial Analysis, Strategic Financial..., Budgets
Education
University of California, Irvine 2008 — 2013
Urban Studies
FV High
FV High
Fountain Valley High School
Interemediate
Interemediate
Lilley Planning Group December 2014 - Present
County of Orange- OC Public Works/OC Planning September 2013 - December 2014
County of Orange- OC Public Works/OC Planning September 2012 - September 2013
Wells Fargo April 2011 - September 2013
City of Los Angeles-Department of Transportation October 2012 - July 2013
UC Irvine- Student Housing January 2011 - June 2011
UC Irvine- School of Social Ecology January 2011 - June 2011
Skills
Access, Banking, Microsoft Excel, PowerPoint, Outlook, Analysis, Finance, Cash Management, Financial Analysis, Strategic Financial..., Budgets
Education
University of California, Irvine 2008 — 2013
Urban Studies
FV High
FV High
Fountain Valley High School
Interemediate
Interemediate
Julieta Melgoza Julieta Melgoza's Wells Fargo Experience January 2007 - January 2010
Job DPT
Industry Consumer Services
Experience
Limitless Healthy Chiropractic September 2014 - April 2015
American Homes 4 Rent June 2013 - June 2014
Steve Madden November 2012 - June 2013
Los Angeles Clippers August 2012 - April 2013
JPMorgan Chase June 2011 - March 2012
Wells Fargo January 2007 - January 2010
Skills
Customer Service, Social Media, Microsoft Excel, PowerPoint, Team Building, Social Networking, Event Planning, Microsoft Office, Microsoft Word, Archtics, Archtics Ticketing..., Public Speaking, Research, Strategic Planning, Coaching, Teaching, Sports Nutrition, Sports Marketing, Sports Chiropractic, Front Office, Front Office Support
Education
University of California, Irvine 2009 — 2012
Bachelor of Arts (B.A.), Cognitive Psychology and Psycholinguistics, 3.0 GPA
Ucla Extension- Film and Media
Limitless Healthy Chiropractic September 2014 - April 2015
American Homes 4 Rent June 2013 - June 2014
Steve Madden November 2012 - June 2013
Los Angeles Clippers August 2012 - April 2013
JPMorgan Chase June 2011 - March 2012
Wells Fargo January 2007 - January 2010
Skills
Customer Service, Social Media, Microsoft Excel, PowerPoint, Team Building, Social Networking, Event Planning, Microsoft Office, Microsoft Word, Archtics, Archtics Ticketing..., Public Speaking, Research, Strategic Planning, Coaching, Teaching, Sports Nutrition, Sports Marketing, Sports Chiropractic, Front Office, Front Office Support
Education
University of California, Irvine 2009 — 2012
Bachelor of Arts (B.A.), Cognitive Psychology and Psycholinguistics, 3.0 GPA
Ucla Extension- Film and Media
Kassia Ho Kassia Ho's Wells Fargo Experience May 2012 - October 2012
Job HR, Office & Project Coordinator at Agiliance
Industry Human Resources
Experience
Agiliance January 2014 - Present
Hertz Local Edition August 2013 - December 2013
Prudential Financial April 2013 - June 2013
UC Irvine-Vietnamese Graduation Committee October 2012 - June 2013
UC Irvine April 2012 - June 2013
Harvey & Company LLC October 2012 - January 2013
Wells Fargo May 2012 - October 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Spanish, Marketing, Sales, Management
Education
University of California, Irvine
Bachelor of Arts (B.A.), Business Economics
Agiliance January 2014 - Present
Hertz Local Edition August 2013 - December 2013
Prudential Financial April 2013 - June 2013
UC Irvine-Vietnamese Graduation Committee October 2012 - June 2013
UC Irvine April 2012 - June 2013
Harvey & Company LLC October 2012 - January 2013
Wells Fargo May 2012 - October 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Spanish, Marketing, Sales, Management
Education
University of California, Irvine
Bachelor of Arts (B.A.), Business Economics
Albert Chow Albert Chow's Wells Fargo Experience November 2014 - Present
Job Regression Engineer at Wells Fargo
Industry Computer Software
Experience
Wells Fargo November 2014 - Present
UC Irvine September 2012 - December 2012
Larson, Vandersloot & Rivers January 2010 - August 2010
Kumon December 2008 - April 2009
Skills
Java, C++, Microsoft Office, Eclipse, Visual Studio, Microsoft Word, Microsoft Excel, PowerPoint, Windows, Customer Service
Education
University of California, Irvine 2010 — 2014
Bachelor of Science (BS), Computer Science
Pinole Valley High School 2005 — 2010
Wells Fargo November 2014 - Present
UC Irvine September 2012 - December 2012
Larson, Vandersloot & Rivers January 2010 - August 2010
Kumon December 2008 - April 2009
Skills
Java, C++, Microsoft Office, Eclipse, Visual Studio, Microsoft Word, Microsoft Excel, PowerPoint, Windows, Customer Service
Education
University of California, Irvine 2010 — 2014
Bachelor of Science (BS), Computer Science
Pinole Valley High School 2005 — 2010
Mark Fujii Mark Fujii's Wells Fargo Experience March 1994 - November 1998
Job Vice President, Investment Communications
Industry Financial Services
Experience
American Century Investments March 2015 - Present
American Century Investments December 1998 - February 2015
Wells Fargo March 1994 - November 1998
Tetra Sales March 1993 - March 1994
Franklin Templeton Investments April 1988 - March 1993
Skills
Product Management, Fixed Income, Mutual Funds, Product Development, Asset Allocation, Product Marketing, New Product..., Asset Management, Annual Planning, Investment Management, Investment Strategies, Investment..., Integrated Marketing, Marketing Strategy, Sales & Marketing..., Wealth Management, Marketing Communications, Sales Presentations, Microsoft Office
Education
University of California, Irvine 1984 — 1989
Bachelor of Arts (B.A.), Economics
American Century Investments March 2015 - Present
American Century Investments December 1998 - February 2015
Wells Fargo March 1994 - November 1998
Tetra Sales March 1993 - March 1994
Franklin Templeton Investments April 1988 - March 1993
Skills
Product Management, Fixed Income, Mutual Funds, Product Development, Asset Allocation, Product Marketing, New Product..., Asset Management, Annual Planning, Investment Management, Investment Strategies, Investment..., Integrated Marketing, Marketing Strategy, Sales & Marketing..., Wealth Management, Marketing Communications, Sales Presentations, Microsoft Office
Education
University of California, Irvine 1984 — 1989
Bachelor of Arts (B.A.), Economics
Mike Nemzek, CFP® Mike Nemzek, CFP®'s Wells Fargo Experience May 2009 - February 2010
Job Investment Product Specialist
Industry Financial Services
Experience
J.P. Morgan Securities, LLC July 2015 - Present
Realty Capital Securities February 2015 - June 2015
Strategic Capital Distributors/Realty Capital Securities May 2014 - January 2015
Wells Fargo Advisors September 2013 - May 2014
MetLife Investors February 2010 - September 2013
Wells Fargo May 2009 - February 2010
Skills
Certified Financial..., Series 7, Alternative Investments, Impact Investing, REIT, BDCs, Renewable Energy, Retirement Planning, Variable Annuities, Investments, Estate Planning, Wealth Management, Securities, Life Insurance, Insurance, Retirement, Asset Allocation, Series 63, 401k, Income Tax, Traditional IRA, Roth IRA, Qualified Retirement..., Series 6, Fixed Annuities, Portfolio Management
Education
University of California, Irvine 2004 — 2008
Bachelor of Arts (B.A.), Economics
J.P. Morgan Securities, LLC July 2015 - Present
Realty Capital Securities February 2015 - June 2015
Strategic Capital Distributors/Realty Capital Securities May 2014 - January 2015
Wells Fargo Advisors September 2013 - May 2014
MetLife Investors February 2010 - September 2013
Wells Fargo May 2009 - February 2010
Skills
Certified Financial..., Series 7, Alternative Investments, Impact Investing, REIT, BDCs, Renewable Energy, Retirement Planning, Variable Annuities, Investments, Estate Planning, Wealth Management, Securities, Life Insurance, Insurance, Retirement, Asset Allocation, Series 63, 401k, Income Tax, Traditional IRA, Roth IRA, Qualified Retirement..., Series 6, Fixed Annuities, Portfolio Management
Education
University of California, Irvine 2004 — 2008
Bachelor of Arts (B.A.), Economics
Randa Jhu Randa Jhu's Wells Fargo Experience February 2004 - June 2005
Job Registered Client Service Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS March 2009 - Present
Merrill Lynch March 2006 - February 2009
Merrill Lynch June 2005 - March 2006
Wells Fargo February 2004 - June 2005
Skills
Financial Modeling, Financial Analysis, Valuation, Strategic Financial..., Investments, Fixed Income
Education
University of California, Irvine 1998 — 2002
BS, Electrical Engineering
UBS March 2009 - Present
Merrill Lynch March 2006 - February 2009
Merrill Lynch June 2005 - March 2006
Wells Fargo February 2004 - June 2005
Skills
Financial Modeling, Financial Analysis, Valuation, Strategic Financial..., Investments, Fixed Income
Education
University of California, Irvine 1998 — 2002
BS, Electrical Engineering
Don Hoang Don Hoang's Wells Fargo Experience September 2011 - January 2012
Job Parking Attendant at UCI Guest & Event Services Student at University of California, Irvine
Industry
Experience
UCI Guest & Event Services January 2013 - December 2014
Subway June 2012 - September 2012
Wells Fargo September 2011 - January 2012
Skills
Hardwork, Organized self-starter, Customer Service, Friendly Personality, Social Networking, Microsoft Word, Time Management, Microsoft Excel, Teamwork, Facebook
Education
University of California, Irvine 2012 — 2016
Bachelor of Science (BS), Biology/Biological Sciences, General, Junior
Irvine High School
Irvine High School
UCI Guest & Event Services January 2013 - December 2014
Subway June 2012 - September 2012
Wells Fargo September 2011 - January 2012
Skills
Hardwork, Organized self-starter, Customer Service, Friendly Personality, Social Networking, Microsoft Word, Time Management, Microsoft Excel, Teamwork, Facebook
Education
University of California, Irvine 2012 — 2016
Bachelor of Science (BS), Biology/Biological Sciences, General, Junior
Irvine High School
Irvine High School
Sonia Ved Sonia Ved's Wells Fargo Experience March 2008 - March 2009
Job Financial Analyst at Alta Hospitals System, LLC
Industry Hospital & Health Care
Experience
Alta Hospitals System, LLC October 2014 - Present
Windsor Gardens Convalescent Center of Long Beach November 2012 - February 2014
Skilled Healthcare May 2010 - November 2012
American Diabetes Association June 2007 - December 2009
Wells Fargo March 2008 - March 2009
Skills
Business Development, Marketing Communications, Customer Service, Social Networking, Healthcare, Marketing, Hospitals, Healthcare Management, Sales, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Banking, Outlook Express, Concur, SNF, Community Outreach, Management, Training, Leadership
Education
University of California, Irvine 2007 — 2010
Bachelor of Arts (BA), International/Global Studies
Alta Hospitals System, LLC October 2014 - Present
Windsor Gardens Convalescent Center of Long Beach November 2012 - February 2014
Skilled Healthcare May 2010 - November 2012
American Diabetes Association June 2007 - December 2009
Wells Fargo March 2008 - March 2009
Skills
Business Development, Marketing Communications, Customer Service, Social Networking, Healthcare, Marketing, Hospitals, Healthcare Management, Sales, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Banking, Outlook Express, Concur, SNF, Community Outreach, Management, Training, Leadership
Education
University of California, Irvine 2007 — 2010
Bachelor of Arts (BA), International/Global Studies
Bahareh Maleki Bahareh Maleki's Wells Fargo Experience 2002 - 2011
Job Home Mortgage Consultant at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage 2011 - Present
Wells Fargo 2002 - 2011
Skills
Sales, Banking, Credit Analysis, Loans, Credit, Mortgage Lending, Mortgage Banking, Consumer Lending, Loan Origination, Commercial Lending, Small Business Lending, Residential Mortgages, Commercial Banking, Refinance, Retail Banking
Education
University of California, Irvine
Psychology/Sociology
Wells Fargo Home Mortgage 2011 - Present
Wells Fargo 2002 - 2011
Skills
Sales, Banking, Credit Analysis, Loans, Credit, Mortgage Lending, Mortgage Banking, Consumer Lending, Loan Origination, Commercial Lending, Small Business Lending, Residential Mortgages, Commercial Banking, Refinance, Retail Banking
Education
University of California, Irvine
Psychology/Sociology
Armis Attar's Wells Fargo Experience August 2014 - Present
Job CSSR Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2014 - Present
Chroma Tints January 2012 - January 2013
Airtech Communication February 2007 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Event Planning, Time Management
Education
University of California, Irvine 2012 — 2014
Bachelor of Science (B.S.), Cognitive Psychology
Wells Fargo August 2014 - Present
Chroma Tints January 2012 - January 2013
Airtech Communication February 2007 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Event Planning, Time Management
Education
University of California, Irvine 2012 — 2014
Bachelor of Science (B.S.), Cognitive Psychology
David Christoffersen David Christoffersen's Wells Fargo Experience November 2014 - April 2015
Job PT Aide at Campbell Physical Therapy
Industry Hospital & Health Care
Experience
Apple February 2015 - Present
Campbell Physical Therapy & Sports Care February 2015 - Present
Wells Fargo November 2014 - April 2015
UC Irvine Health Department of Obstetrics & Gynecology February 2014 - June 2014
Associated Students of UC Irvine May 2013 - June 2014
UC Irvine Libraries March 2011 - June 2014
VIBE Dance Competition January 2010 - January 2013
Associated Students of UC Irvine June 2011 - June 2012
UC Irvine March 2011 - September 2011
Skills
Public Speaking, Customer Service, Management, Microsoft Word, Community Outreach, Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Social Media, Time Management, Fundraising, Recruiting, Facebook, Data Entry, PubMed, Purchasing Processes
Education
University of California, Irvine 2009 — 2014
Bachelor of Science (BS), Public Health Science
Apple February 2015 - Present
Campbell Physical Therapy & Sports Care February 2015 - Present
Wells Fargo November 2014 - April 2015
UC Irvine Health Department of Obstetrics & Gynecology February 2014 - June 2014
Associated Students of UC Irvine May 2013 - June 2014
UC Irvine Libraries March 2011 - June 2014
VIBE Dance Competition January 2010 - January 2013
Associated Students of UC Irvine June 2011 - June 2012
UC Irvine March 2011 - September 2011
Skills
Public Speaking, Customer Service, Management, Microsoft Word, Community Outreach, Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Social Media, Time Management, Fundraising, Recruiting, Facebook, Data Entry, PubMed, Purchasing Processes
Education
University of California, Irvine 2009 — 2014
Bachelor of Science (BS), Public Health Science
Nazanin Taghavi Nazanin Taghavi's Wells Fargo Experience November 2005 - June 2008
Job 2nd Assistant to Kevin Huvane Managing Director of CAA and Motion Picture Talent Agent at Creative Artists Agency
Industry Entertainment
Experience
Creative Artists Agency January 2015 - May 2015
Creative Artists Agency July 2014 - January 2015
Creative Artists Agency January 2013 - July 2014
aLine media public relations August 2012 - January 2013
Paragon Law Center July 2008 - June 2009
Wells Fargo November 2005 - June 2008
Skills
Legal Research, Legal Writing, Microsoft Office, Research, Courts, Microsoft Excel, Social Media, Press Releases, Pitch Letters, Negotiation, Banking, Advertising, Public Speaking, Recruiting, Market Research
Education
University of San Francisco School of Law 2010 — 2012
Juris Doctorate Candidate, Law
University of California, Irvine 2008 — 2010
Bachelor of Arts (B.A.), Criminology, Law and Society
Creative Artists Agency January 2015 - May 2015
Creative Artists Agency July 2014 - January 2015
Creative Artists Agency January 2013 - July 2014
aLine media public relations August 2012 - January 2013
Paragon Law Center July 2008 - June 2009
Wells Fargo November 2005 - June 2008
Skills
Legal Research, Legal Writing, Microsoft Office, Research, Courts, Microsoft Excel, Social Media, Press Releases, Pitch Letters, Negotiation, Banking, Advertising, Public Speaking, Recruiting, Market Research
Education
University of San Francisco School of Law 2010 — 2012
Juris Doctorate Candidate, Law
University of California, Irvine 2008 — 2010
Bachelor of Arts (B.A.), Criminology, Law and Society
Quinn Le Quinn Le's Wells Fargo Experience July 2014 - Present
Job
Industry Management Consulting
Experience
Wells Fargo July 2014 - Present
Lam & Associates LLC June 2014 - May 2015
Teenie Shop July 2011 - December 2013
MD-7 Cosmeteutcials Advanced skin care Solutions November 2010 - July 2011
California Republican Party July 2010 - November 2010
The Spa Nail May 2010 - November 2010
Alpha Kappa Psi December 2008 - May 2010
Skills
Leadership, Management, Sales, PowerPoint, Time Management, Microsoft Excel, Teamwork, Microsoft Word, Social Media, Marketing, Team Management, Social Networking, Public Speaking, Customer Service, Training
Education
University of California, Irvine 2012 — 2014
Bachelor of Arts (B.A.)
Wells Fargo July 2014 - Present
Lam & Associates LLC June 2014 - May 2015
Teenie Shop July 2011 - December 2013
MD-7 Cosmeteutcials Advanced skin care Solutions November 2010 - July 2011
California Republican Party July 2010 - November 2010
The Spa Nail May 2010 - November 2010
Alpha Kappa Psi December 2008 - May 2010
Skills
Leadership, Management, Sales, PowerPoint, Time Management, Microsoft Excel, Teamwork, Microsoft Word, Social Media, Marketing, Team Management, Social Networking, Public Speaking, Customer Service, Training
Education
University of California, Irvine 2012 — 2014
Bachelor of Arts (B.A.)
Esther Canal Esther Canal's Wells Fargo Experience August 2015 - Present
Job AVP, Commercial Treasury Management Consultant
Industry Banking
Experience
Wells Fargo August 2015 - Present
Wells Fargo June 2013 - August 2015
Wells Fargo March 2011 - June 2013
Robert Half January 2009 - March 2011
Skills
Banking, Risk Management, Cash Management, Portfolio Management, Cross Selling, Financial Analysis, Leadership, Relationship Management, Treasury Management, Credit Analysis
Education
University of California, Irvine
Bachelor of Arts (BA)
Wells Fargo August 2015 - Present
Wells Fargo June 2013 - August 2015
Wells Fargo March 2011 - June 2013
Robert Half January 2009 - March 2011
Skills
Banking, Risk Management, Cash Management, Portfolio Management, Cross Selling, Financial Analysis, Leadership, Relationship Management, Treasury Management, Credit Analysis
Education
University of California, Irvine
Bachelor of Arts (BA)
Nilu Kazemi Nilu Kazemi's Wells Fargo Experience September 2014 - Present
Job Business Initiatives Manager at Wells Fargo
Industry Human Resources
Experience
Wells Fargo September 2014 - Present
Wells Fargo November 2011 - September 2014
Wells Fargo February 2008 - November 2011
Wells Fargo May 2007 - February 2008
Wells Fargo April 2005 - May 2007
Wells Fargo Bank June 2006 - August 2006
Skills
Policy, Job Analysis, Performance Appraisal, Performance Management, OFCCP, EEOC, Validation, Career Development, Stakeholder Engagement, Business Process..., Gap Analysis, Human Capital, Interviews, Situational Leadership, Change Management, Job Descriptions, Interviewing, Human Capital Strategy, Compliance Management, Stakeholder Relations, Partner Relationships, Recruitment/Retention, Diversity Strategy, Career Development..., HR Consulting, Consulting, Management Consulting, Coaching, Recruiting, Vendor Management, Leadership, Career Counseling, Management, Hiring, Onboarding, Applicant Tracking..., Talent Management, Temporary Placement, Project Management, Organizational..., Organizational..., PeopleSoft, Organizational Design, Behavioral Interviewing, Diversity, Staffing Services, Screening Resumes, HR Policies, Resume Writing, Talent Acquisition
Education
The Chicago School - Southern California - Downtown L.A. Campus 2008 — 2010
M.A., Industrial/Organizational Psychology with Specialization in Diversity Management
University of California, Irvine 2004 — 2006
B.A., Cognitive Psychology with Honors, German Studies
Wells Fargo September 2014 - Present
Wells Fargo November 2011 - September 2014
Wells Fargo February 2008 - November 2011
Wells Fargo May 2007 - February 2008
Wells Fargo April 2005 - May 2007
Wells Fargo Bank June 2006 - August 2006
Skills
Policy, Job Analysis, Performance Appraisal, Performance Management, OFCCP, EEOC, Validation, Career Development, Stakeholder Engagement, Business Process..., Gap Analysis, Human Capital, Interviews, Situational Leadership, Change Management, Job Descriptions, Interviewing, Human Capital Strategy, Compliance Management, Stakeholder Relations, Partner Relationships, Recruitment/Retention, Diversity Strategy, Career Development..., HR Consulting, Consulting, Management Consulting, Coaching, Recruiting, Vendor Management, Leadership, Career Counseling, Management, Hiring, Onboarding, Applicant Tracking..., Talent Management, Temporary Placement, Project Management, Organizational..., Organizational..., PeopleSoft, Organizational Design, Behavioral Interviewing, Diversity, Staffing Services, Screening Resumes, HR Policies, Resume Writing, Talent Acquisition
Education
The Chicago School - Southern California - Downtown L.A. Campus 2008 — 2010
M.A., Industrial/Organizational Psychology with Specialization in Diversity Management
University of California, Irvine 2004 — 2006
B.A., Cognitive Psychology with Honors, German Studies
Phillip Tanlim Phillip Tanlim's Wells Fargo Experience June 2012 - September 2013
Job Lease Analyst at Kimco Realty Corp
Industry Financial Services
Experience
Kimco Realty Corporation September 2013 - January 2015
CB Capital Partners April 2014 - June 2014
Pluris Valuation Advisors LLC January 2014 - April 2014
The Veloz Group July 2013 - September 2013
Wells Fargo June 2012 - September 2013
Capital Seafood Restaurant October 2006 - September 2010
Skills
Banking, Credit, Commercial Banking, Retail Banking, Customer Service, Microsoft Word, Microsoft Excel, Accounts Payable, Outlook, Access, Time Management, Finance, PowerPoint, Event Planning, Sales, Data Analysis, Analysis, Microsoft Office, Leadership
Education
University of California, Irvine 2010 — 2014
Bachelor's degree, Business Economics & Minor in Accounting
Kimco Realty Corporation September 2013 - January 2015
CB Capital Partners April 2014 - June 2014
Pluris Valuation Advisors LLC January 2014 - April 2014
The Veloz Group July 2013 - September 2013
Wells Fargo June 2012 - September 2013
Capital Seafood Restaurant October 2006 - September 2010
Skills
Banking, Credit, Commercial Banking, Retail Banking, Customer Service, Microsoft Word, Microsoft Excel, Accounts Payable, Outlook, Access, Time Management, Finance, PowerPoint, Event Planning, Sales, Data Analysis, Analysis, Microsoft Office, Leadership
Education
University of California, Irvine 2010 — 2014
Bachelor's degree, Business Economics & Minor in Accounting
Monica Senter, J.D. Monica Senter, J.D.'s Wells Fargo Experience October 2013 - Present
Job Business System Consultant at Wells Fargo
Industry Telecommunications
Experience
Wells Fargo October 2013 - Present
Wells Fargo Bank January 2010 - October 2013
Wells Fargo Bank February 2008 - January 2010
Wells Fargo Bank December 2006 - February 2008
Wells Fargo Bank January 2006 - December 2006
Wells Fargo Bank June 2004 - January 2006
AsTech Consulting October 2001 - May 2004
iEnvision Technology November 2000 - September 2001
Wells Fargo Bank August 1996 - October 2000
Skills
Technical Staff..., Project Planning, Status Reporting, Project Execution, Contract Management, Requirements Gathering, Change Management, Team Leadership, Problem Solving, Time Management, Delegation, Workload Management, Technology..., Project Management, Management, Data Center, Prioritize Workload, Firewalls, Program Management, Requirements Analysis, Telecommunications, Leadership, Security, Risk Management, Team Building, Networking, Strategic Planning, Business Analysis, Vendor Management, Visio, Process Improvement, Enterprise Software, SDLC, Mergers & Acquisitions, IT Strategy, Process Engineering, Integration
Education
New College of California, School of Law 1991 — 1994
JD, Law
University of California, Irvine 1985 — 1990
B.A., History
Wells Fargo October 2013 - Present
Wells Fargo Bank January 2010 - October 2013
Wells Fargo Bank February 2008 - January 2010
Wells Fargo Bank December 2006 - February 2008
Wells Fargo Bank January 2006 - December 2006
Wells Fargo Bank June 2004 - January 2006
AsTech Consulting October 2001 - May 2004
iEnvision Technology November 2000 - September 2001
Wells Fargo Bank August 1996 - October 2000
Skills
Technical Staff..., Project Planning, Status Reporting, Project Execution, Contract Management, Requirements Gathering, Change Management, Team Leadership, Problem Solving, Time Management, Delegation, Workload Management, Technology..., Project Management, Management, Data Center, Prioritize Workload, Firewalls, Program Management, Requirements Analysis, Telecommunications, Leadership, Security, Risk Management, Team Building, Networking, Strategic Planning, Business Analysis, Vendor Management, Visio, Process Improvement, Enterprise Software, SDLC, Mergers & Acquisitions, IT Strategy, Process Engineering, Integration
Education
New College of California, School of Law 1991 — 1994
JD, Law
University of California, Irvine 1985 — 1990
B.A., History
Sarah Hashimi's Wells Fargo Experience March 2000 - January 2005
Job Talent Acquisition, Staffing , Project Manager
Industry Government Relations
Experience
THE ELECTRONIC ON-RAMP, INC. (EOR) January 2013 - Present
CLGT Solutions LLC January 2013 - January 2014
SOS International 2009 - October 2012
MEP Jobs January 2008 - May 2012
USAID Economic Growth and Governance Initiative (EGGI) 2006 - 2008
Wells Fargo March 2000 - January 2005
Skills
Multilingual, Technical Recruiting, Employee Relations, Recruiting, Applicant Tracking..., Program Management, Talent Acquisition, Human Resources, Internet Recruiting, Organizational..., Policy, Security Clearance, Sourcing, Taleo, Government, HR Policies, Military Operations, Team Building, Leadership Development, Workforce Planning, Conflict Resolution, HR Consulting, Security, HRIS, Intelligence, Coaching, Process Improvement, Talent Management, Staffing Services, Temporary Placement, Change Management, Command, Performance Management, Contract Recruitment, Project Planning, College Recruiting, Employee Engagement, Leadership, Personnel Management, Benefits Negotiation, Interviews, Training, Onboarding, New Hire Orientations, Screening Resumes, OFCCP, Job Fairs, Employer Branding, Employee Benefits, Job Descriptions
Education
University of California, Irvine 2013 — 2014
Bachelor's degree, Human Resources Management and Services
University of Phoenix 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations, A+
Orange High School, Orange
THE ELECTRONIC ON-RAMP, INC. (EOR) January 2013 - Present
CLGT Solutions LLC January 2013 - January 2014
SOS International 2009 - October 2012
MEP Jobs January 2008 - May 2012
USAID Economic Growth and Governance Initiative (EGGI) 2006 - 2008
Wells Fargo March 2000 - January 2005
Skills
Multilingual, Technical Recruiting, Employee Relations, Recruiting, Applicant Tracking..., Program Management, Talent Acquisition, Human Resources, Internet Recruiting, Organizational..., Policy, Security Clearance, Sourcing, Taleo, Government, HR Policies, Military Operations, Team Building, Leadership Development, Workforce Planning, Conflict Resolution, HR Consulting, Security, HRIS, Intelligence, Coaching, Process Improvement, Talent Management, Staffing Services, Temporary Placement, Change Management, Command, Performance Management, Contract Recruitment, Project Planning, College Recruiting, Employee Engagement, Leadership, Personnel Management, Benefits Negotiation, Interviews, Training, Onboarding, New Hire Orientations, Screening Resumes, OFCCP, Job Fairs, Employer Branding, Employee Benefits, Job Descriptions
Education
University of California, Irvine 2013 — 2014
Bachelor's degree, Human Resources Management and Services
University of Phoenix 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations, A+
Orange High School, Orange
Jonathan Gouvion Jonathan Gouvion's Wells Fargo Experience March 2009 - November 2010
Job BSA compliance analyst
Industry Financial Services
Experience
Opus Bank August 2015 - Present
Opus Bank April 2015 - August 2015
DLJ Financial February 2015 - April 2015
Learning Fuze September 2014 - December 2014
Green Tree Servicing February 2013 - August 2014
Wells Fargo Dealer Services November 2010 - February 2013
Wells Fargo March 2009 - November 2010
Skills
Mortgage Lending, Loans, Mortgage Banking, Banking, Credit, Microsoft Excel, Finance, FHA financing, Refinance, Residential Mortgages, Loan Origination, USDA, Credit Analysis, Underwriting, FHA, Financial Analysis, Customer Service, Sales, Microsoft Office, Cross Selling, Leadership, Consumer Lending, Social Media, PowerPoint, Microsoft Word, Anti Money Laundering, Funding, Retail Banking
Education
UC Irvine 2006 — 2008
Bachelor's degree, Criminology/Law and Society
Opus Bank August 2015 - Present
Opus Bank April 2015 - August 2015
DLJ Financial February 2015 - April 2015
Learning Fuze September 2014 - December 2014
Green Tree Servicing February 2013 - August 2014
Wells Fargo Dealer Services November 2010 - February 2013
Wells Fargo March 2009 - November 2010
Skills
Mortgage Lending, Loans, Mortgage Banking, Banking, Credit, Microsoft Excel, Finance, FHA financing, Refinance, Residential Mortgages, Loan Origination, USDA, Credit Analysis, Underwriting, FHA, Financial Analysis, Customer Service, Sales, Microsoft Office, Cross Selling, Leadership, Consumer Lending, Social Media, PowerPoint, Microsoft Word, Anti Money Laundering, Funding, Retail Banking
Education
UC Irvine 2006 — 2008
Bachelor's degree, Criminology/Law and Society
David Ritchie David Ritchie's Wells Fargo Experience February 1986 - November 2011
Job Senior Vice President and Regional Manager, US Bank Commercial Banking
Industry Banking
Experience
US Bank Commercial Banking June 2014 - Present
OneWest Bank November 2011 - June 2014
Wells Fargo February 1986 - November 2011
Skills
Credit, Commercial Banking, Banking, Credit Analysis, Small Business Lending, Mortgage Lending, Portfolio Management, Underwriting, Loan Origination, Financial Analysis, Mortgage Banking, Credit Risk, Treasury Management, Cash Management, Investments, Lines Of Credit, Commercial Mortgages, Finance, Loans, Commercial Lending, Strategic Planning
Education
UC Irvine 1977 — 1981
US Bank Commercial Banking June 2014 - Present
OneWest Bank November 2011 - June 2014
Wells Fargo February 1986 - November 2011
Skills
Credit, Commercial Banking, Banking, Credit Analysis, Small Business Lending, Mortgage Lending, Portfolio Management, Underwriting, Loan Origination, Financial Analysis, Mortgage Banking, Credit Risk, Treasury Management, Cash Management, Investments, Lines Of Credit, Commercial Mortgages, Finance, Loans, Commercial Lending, Strategic Planning
Education
UC Irvine 1977 — 1981
Kim Warneke's Wells Fargo Experience November 2004 - February 2008
Job SR Manager Training and Talent Development
Industry Human Resources
Experience
Forever 21 November 2012 - Present
Wells Fargo Bank February 2008 - August 2012
Wells Fargo November 2004 - February 2008
Wells Fargo November 1999 - November 2004
The Coffee Bean & Tea Leaf September 1998 - September 1999
Skills
Coaching, Management Consulting, Leadership Development, Talent Management, Change Management, Performance Consulting, Performance Management, Management Development, Training Delivery, Sales Management, Adult Education, Team Building, Learning Management, Customer Service, Employee Engagement, Banking, Strategic Planning, Leadership, Employee Training, Training, Management
Education
University of California, Irvine 1992 — 1996
B.A., Political Science
Forever 21 November 2012 - Present
Wells Fargo Bank February 2008 - August 2012
Wells Fargo November 2004 - February 2008
Wells Fargo November 1999 - November 2004
The Coffee Bean & Tea Leaf September 1998 - September 1999
Skills
Coaching, Management Consulting, Leadership Development, Talent Management, Change Management, Performance Consulting, Performance Management, Management Development, Training Delivery, Sales Management, Adult Education, Team Building, Learning Management, Customer Service, Employee Engagement, Banking, Strategic Planning, Leadership, Employee Training, Training, Management
Education
University of California, Irvine 1992 — 1996
B.A., Political Science
Kelly Zeichick Kelly Zeichick's Wells Fargo Experience April 2013 - Present
Job Fraud Risk Portfolio Management Manager, Wells Fargo Virtual Channels
Industry Financial Services
Experience
Wells Fargo April 2013 - Present
Wells Fargo April 2008 - April 2013
Wells Fargo October 2001 - July 2008
Wells Fargo September 1999 - September 2001
Wells Fargo April 1998 - August 1999
Wells Fargo July 1996 - April 1998
First Nationwide Bank, a Ford Motor Company September 1988 - August 1992
Skills
Strategy, Risk Management, Credit, Analysis, Forecasting, Management
Education
UCI 1992 — 1996
BS, Computer and Information Sciences, General
Wells Fargo April 2013 - Present
Wells Fargo April 2008 - April 2013
Wells Fargo October 2001 - July 2008
Wells Fargo September 1999 - September 2001
Wells Fargo April 1998 - August 1999
Wells Fargo July 1996 - April 1998
First Nationwide Bank, a Ford Motor Company September 1988 - August 1992
Skills
Strategy, Risk Management, Credit, Analysis, Forecasting, Management
Education
UCI 1992 — 1996
BS, Computer and Information Sciences, General
Nick Kalra's Wells Fargo Experience January 2013 - March 2014
Job Software Engineer
Industry Information Technology and Services
Experience
AT&T April 2014 - Present
Wells Fargo January 2013 - March 2014
Cisco June 2012 - January 2013
Skills
JavaScript, Linux, jQuery, Java, XML, C#, Software Development, Agile Methodologies, MySQL, Web Services, .NET, C, ASP.NET, CSS, Web Development, HTML
Education
University of California, Irvine
Bachelor's Degree
AT&T April 2014 - Present
Wells Fargo January 2013 - March 2014
Cisco June 2012 - January 2013
Skills
JavaScript, Linux, jQuery, Java, XML, C#, Software Development, Agile Methodologies, MySQL, Web Services, .NET, C, ASP.NET, CSS, Web Development, HTML
Education
University of California, Irvine
Bachelor's Degree
Ryan Jenner's Wells Fargo Experience August 2013 - Present
Job Personal Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2013 - Present
Target Corp May 2009 - August 2013
Target Corp May 2007 - May 2009
Skills
Customer Service, Training, Inventory Management, PowerPoint, Microsoft Word, Pharmacy, Microsoft Office, Microsoft Excel, Social Media, Facebook, Public Speaking, Social Networking, Research, Event Planning, Community Outreach, Leadership, Time Management
Education
University of California, Irvine 2009 — 2013
Bachelor's degree, Political Science
Wells Fargo August 2013 - Present
Target Corp May 2009 - August 2013
Target Corp May 2007 - May 2009
Skills
Customer Service, Training, Inventory Management, PowerPoint, Microsoft Word, Pharmacy, Microsoft Office, Microsoft Excel, Social Media, Facebook, Public Speaking, Social Networking, Research, Event Planning, Community Outreach, Leadership, Time Management
Education
University of California, Irvine 2009 — 2013
Bachelor's degree, Political Science
Carol T Jordan Carol T Jordan's Wells Fargo Experience 1990 - 1993
Job Financial Services Professional
Industry Financial Services
Experience
Independent 2000 - Present
H&R Block Financial Advisors 1998 - 2000
Deposit Guaranty Corporation 1997 - 1998
E*TRADE Financial 1996 - 1997
Wells Fargo Investments 1994 - 1996
Wells Fargo Investments 1993 - 1994
Wells Fargo 1990 - 1993
Skills
Financial Services, Securities, Retirement Planning, 401k, Regulatory Agencies, Regulatory Guidelines, Compliance Oversight, Training, Estate Planning, Client Presentation, Wealth Management, Superior written &..., Superior Client Service, Strategic Financial...
Education
University of California, Irvine
BA, Social Ecology: Law & Society emphasis
Independent 2000 - Present
H&R Block Financial Advisors 1998 - 2000
Deposit Guaranty Corporation 1997 - 1998
E*TRADE Financial 1996 - 1997
Wells Fargo Investments 1994 - 1996
Wells Fargo Investments 1993 - 1994
Wells Fargo 1990 - 1993
Skills
Financial Services, Securities, Retirement Planning, 401k, Regulatory Agencies, Regulatory Guidelines, Compliance Oversight, Training, Estate Planning, Client Presentation, Wealth Management, Superior written &..., Superior Client Service, Strategic Financial...
Education
University of California, Irvine
BA, Social Ecology: Law & Society emphasis
Shannon Lanterman Shannon Lanterman's Wells Fargo Experience October 2009 - October 2011
Job Front End Assistant at Costco Wholesale
Industry Consumer Services
Experience
Costco Wholesale October 2011 - Present
Wells Fargo October 2009 - October 2011
City of Carlsbad Fire Department February 2008 - March 2009
Bridals By Susanti July 2007 - February 2008
Skills
Data Entry, Outlook, File Management, Customer Service, Microsoft Excel, Spreadsheets, PowerPoint, Phone Etiquette, Administrative..., Event Planning, Microsoft Word, Filing, Microsoft Office, Time Management
Education
University of California, Irvine 2003 — 2007
Bachelor of Arts (B.A.), Psychology and Social Behavior
Costco Wholesale October 2011 - Present
Wells Fargo October 2009 - October 2011
City of Carlsbad Fire Department February 2008 - March 2009
Bridals By Susanti July 2007 - February 2008
Skills
Data Entry, Outlook, File Management, Customer Service, Microsoft Excel, Spreadsheets, PowerPoint, Phone Etiquette, Administrative..., Event Planning, Microsoft Word, Filing, Microsoft Office, Time Management
Education
University of California, Irvine 2003 — 2007
Bachelor of Arts (B.A.), Psychology and Social Behavior
Suhail Imtiaz Suhail Imtiaz's Wells Fargo Experience 2001 - 2004
Job Director, KPMG Advisory
Industry Management Consulting
Experience
KPMG March 2015 - Present
Accenture March 2010 - March 2015
American Home Mortgage Servicing Inc. 2008 - 2009
Option One Mortgage Corporation 2004 - 2008
Wells Fargo 2001 - 2004
Skills
Project Management, Management Consulting, Business Process..., Business Analysis, SDLC, Risk Management, Process Improvement, Leadership, Vendor Management, Consulting, Training, Management, Strategy, Analysis, Integration, Project Planning, PMO, CRM, Team Leadership, Business Intelligence, Strategic Planning, Program Management
Education
University of California, Irvine - The Paul Merage School of Business 2005 — 2008
Master of Business Administration (MBA), Business Strategy
University of California, Irvine
Bachelor of Arts (BA), Social Sciences (Economics Specialization)
KPMG March 2015 - Present
Accenture March 2010 - March 2015
American Home Mortgage Servicing Inc. 2008 - 2009
Option One Mortgage Corporation 2004 - 2008
Wells Fargo 2001 - 2004
Skills
Project Management, Management Consulting, Business Process..., Business Analysis, SDLC, Risk Management, Process Improvement, Leadership, Vendor Management, Consulting, Training, Management, Strategy, Analysis, Integration, Project Planning, PMO, CRM, Team Leadership, Business Intelligence, Strategic Planning, Program Management
Education
University of California, Irvine - The Paul Merage School of Business 2005 — 2008
Master of Business Administration (MBA), Business Strategy
University of California, Irvine
Bachelor of Arts (BA), Social Sciences (Economics Specialization)
Peter Gabrio Peter Gabrio's Wells Fargo Experience April 2014 - Present
Job Business Acquisition Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2014 - Present
Wells Fargo Bank April 2012 - April 2014
National Business Exchange 2012 - 2013
Wells Fargo March 2011 - April 2012
Wells Fargo August 2009 - March 2011
Skills
Entrepreneurship, Microsoft Office, Banking, Customer Service, Risk Management, Analysis, Business Development, Management, New Business Development, Leadership, Recruiting, Human Resources, Training, Finance, Loans, Insurance, Financial Analysis, Credit, Sales, Credit Analysis, Small Business Lending, Investments, Portfolio Management, Mortgage Lending, Commercial Lending, Commercial Banking, Refinance, Mortgage Banking
Education
University of California, Irvine 2003 — 2007
English, English Language and Literature, General
Wells Fargo April 2014 - Present
Wells Fargo Bank April 2012 - April 2014
National Business Exchange 2012 - 2013
Wells Fargo March 2011 - April 2012
Wells Fargo August 2009 - March 2011
Skills
Entrepreneurship, Microsoft Office, Banking, Customer Service, Risk Management, Analysis, Business Development, Management, New Business Development, Leadership, Recruiting, Human Resources, Training, Finance, Loans, Insurance, Financial Analysis, Credit, Sales, Credit Analysis, Small Business Lending, Investments, Portfolio Management, Mortgage Lending, Commercial Lending, Commercial Banking, Refinance, Mortgage Banking
Education
University of California, Irvine 2003 — 2007
English, English Language and Literature, General
David Krogmann David Krogmann's Wells Fargo Experience July 2009 - July 2012
Job Student at Western State University College of Law
Industry
Experience
Wells Fargo July 2009 - July 2012
Skills
Microsoft Word, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Research, Social Media, Customer Service, Management, Westlaw, Event Planning, Leadership, Outlook, Social Networking
Education
Western State University College of Law 2012 — 2015
Juris Doctor (J.D.), Business Law, 3L
University of California, Irvine 2007 — 2011
Bachelor's Degree, Psychology
Wells Fargo July 2009 - July 2012
Skills
Microsoft Word, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Research, Social Media, Customer Service, Management, Westlaw, Event Planning, Leadership, Outlook, Social Networking
Education
Western State University College of Law 2012 — 2015
Juris Doctor (J.D.), Business Law, 3L
University of California, Irvine 2007 — 2011
Bachelor's Degree, Psychology
Danh Phan Danh Phan's Wells Fargo Experience September 2006 - November 2011
Job Sr. Mortgage Advisor at One True Loan
Industry Financial Services
Experience
One True Loan, Inc. January 2014 - Present
Home Loan Enterprise November 2011 - September 2013
Wells Fargo September 2006 - November 2011
Skills
Loans, Customer Service, Financial Analysis, Loan Origination, Residential Mortgages, Retail Banking, Credit, Mortgage Banking
Education
UCI 2009 — 2011
Bachelor of Arts (B.A.), History
One True Loan, Inc. January 2014 - Present
Home Loan Enterprise November 2011 - September 2013
Wells Fargo September 2006 - November 2011
Skills
Loans, Customer Service, Financial Analysis, Loan Origination, Residential Mortgages, Retail Banking, Credit, Mortgage Banking
Education
UCI 2009 — 2011
Bachelor of Arts (B.A.), History
Christopher Galbraith's Wells Fargo Experience December 2013 - August 2014
Job Graduate Student Researcher at UC Irvine
Industry Higher Education
Experience
UC Irvine October 2014 - Present
Wells Fargo December 2013 - August 2014
South Dakota State University August 2011 - May 2014
Wells Fargo June 2013 - August 2013
South Dakota State University June 2012 - July 2012
Education
University of California, Irvine 2014 — 2019
Doctor of Philosophy (Ph.D.), Statistics
South Dakota State University 2010 — 2014
Bachelor of Science (B.S.), Mathematics, 4.0 GPA
UC Irvine October 2014 - Present
Wells Fargo December 2013 - August 2014
South Dakota State University August 2011 - May 2014
Wells Fargo June 2013 - August 2013
South Dakota State University June 2012 - July 2012
Education
University of California, Irvine 2014 — 2019
Doctor of Philosophy (Ph.D.), Statistics
South Dakota State University 2010 — 2014
Bachelor of Science (B.S.), Mathematics, 4.0 GPA
Jennifer Bremer Jennifer Bremer's Wells Fargo Experience September 2005 - June 2007
Job Experienced Market Researcher and Consultant
Industry Market Research
Experience
Bovitz, Inc. July 2007 - Present
Wells Fargo September 2005 - June 2007
Skills
Market Research
Education
University of California, Irvine 2004 — 2007
BA, Psychology and Social Behavior, Education
Bovitz, Inc. July 2007 - Present
Wells Fargo September 2005 - June 2007
Skills
Market Research
Education
University of California, Irvine 2004 — 2007
BA, Psychology and Social Behavior, Education
James Le's Wells Fargo Experience June 2002 - July 2006
Job Senior Manager, Branded Integration at Maker Studios Inc
Industry Marketing and Advertising
Experience
Maker Studios Inc (The Walt Disney Company) January 2015 - Present
Woven Digital March 2014 - August 2014
Machinima, Inc. February 2012 - September 2013
Machinima September 2011 - February 2012
Machinima November 2010 - September 2011
Fox Interactive Media (IGN) November 2007 - December 2009
Ziff Davis Media/Enterprise February 2007 - November 2007
Konami Digital Entertainment December 2006 - February 2007
Wells Fargo June 2002 - July 2006
Skills
YouTube, Marketing Strategy, Digital Marketing, Marketing Communications, Online Advertising, YouTube Monitization, Technically Savvy, Account Management, Deadline Driven, Project Management, Interactive Marketing..., ROI Strategies, ROI Management, Social Media Marketing, YouTube Marketing, New Media Expertise, Promotional Content, Advertising Solutions, Sales Development, International..., Sales Management, Advertising, Public Relations, Entertainment, Marketing, Sponsorship, Integrated Marketing, Strategic Partnerships, Digital Media, Digital Strategy, New Media, Social Media
Education
University of California, Irvine 2003 — 2006
BA & Minor
Maker Studios Inc (The Walt Disney Company) January 2015 - Present
Woven Digital March 2014 - August 2014
Machinima, Inc. February 2012 - September 2013
Machinima September 2011 - February 2012
Machinima November 2010 - September 2011
Fox Interactive Media (IGN) November 2007 - December 2009
Ziff Davis Media/Enterprise February 2007 - November 2007
Konami Digital Entertainment December 2006 - February 2007
Wells Fargo June 2002 - July 2006
Skills
YouTube, Marketing Strategy, Digital Marketing, Marketing Communications, Online Advertising, YouTube Monitization, Technically Savvy, Account Management, Deadline Driven, Project Management, Interactive Marketing..., ROI Strategies, ROI Management, Social Media Marketing, YouTube Marketing, New Media Expertise, Promotional Content, Advertising Solutions, Sales Development, International..., Sales Management, Advertising, Public Relations, Entertainment, Marketing, Sponsorship, Integrated Marketing, Strategic Partnerships, Digital Media, Digital Strategy, New Media, Social Media
Education
University of California, Irvine 2003 — 2006
BA & Minor
Sharon Gentles Sharon Gentles's Wells Fargo Experience 2007 - 2009
Job Property Manager
Industry Real Estate
Experience
Continental East Development Inc. September 2014 - Present
Rising Real Estate Group February 2009 - September 2014
Wells Fargo 2007 - 2009
College Bound 2004 - 2006
Skills
Investment Properties, Negotiation, Team Building, Project Management, Contract Management, Strategic Planning, Vendor Management, Joint Ventures, Public Speaking, Budgets, Non-profits, Fundraising, Event Planning, Accounting, Driving Results, Manage Client..., Crisis Management, Shopping Centers, Property Management, Lease Administration, Landlord/Tenant Matters, Research, Real Estate Transactions, Social Media, Nonprofits, Commercial Real Estate, Sales, Real Estate Economics, Management, Contract Negotiation, Leadership, Business Development, New Business Development, Microsoft Office, Real Estate, Business Strategy, Customer Service, Real Estate Development, Business Planning, Analysis, Leases
Education
UC Irvine
Master of Business Administration (MBA)
UC San Diego
Bachelor of Arts (BA)
Continental East Development Inc. September 2014 - Present
Rising Real Estate Group February 2009 - September 2014
Wells Fargo 2007 - 2009
College Bound 2004 - 2006
Skills
Investment Properties, Negotiation, Team Building, Project Management, Contract Management, Strategic Planning, Vendor Management, Joint Ventures, Public Speaking, Budgets, Non-profits, Fundraising, Event Planning, Accounting, Driving Results, Manage Client..., Crisis Management, Shopping Centers, Property Management, Lease Administration, Landlord/Tenant Matters, Research, Real Estate Transactions, Social Media, Nonprofits, Commercial Real Estate, Sales, Real Estate Economics, Management, Contract Negotiation, Leadership, Business Development, New Business Development, Microsoft Office, Real Estate, Business Strategy, Customer Service, Real Estate Development, Business Planning, Analysis, Leases
Education
UC Irvine
Master of Business Administration (MBA)
UC San Diego
Bachelor of Arts (BA)
Justin Sung Justin Sung's Wells Fargo Experience June 2010 - December 2011
Job Project Manager who can successfully coordinate distributed agile technology and business teams
Industry Information Technology and Services
Experience
Fluxx Labs April 2015 - Present
clearXchange September 2012 - April 2015
Wells Fargo June 2010 - December 2011
Wells Fargo June 2008 - August 2008
Talbot's Toyland July 2005 - September 2005
Skills
SharePoint, Project Management, Access, MS Project, Business Analysis, Analysis, Visio, Data Center, Customer Service, Microsoft Office, JIRA, Confluence, Requirements Analysis, Project Status Reporting, Active Directory, System Deployment, Vendor Management, Office 365, SDLC, End-to-End Project..., Microsoft Excel, SP2010, PowerPoint, Outlook, Mac OS, Windows 7, Task Assignment
Education
University of California, Irvine 2006 — 2010
B.A.
Fluxx Labs April 2015 - Present
clearXchange September 2012 - April 2015
Wells Fargo June 2010 - December 2011
Wells Fargo June 2008 - August 2008
Talbot's Toyland July 2005 - September 2005
Skills
SharePoint, Project Management, Access, MS Project, Business Analysis, Analysis, Visio, Data Center, Customer Service, Microsoft Office, JIRA, Confluence, Requirements Analysis, Project Status Reporting, Active Directory, System Deployment, Vendor Management, Office 365, SDLC, End-to-End Project..., Microsoft Excel, SP2010, PowerPoint, Outlook, Mac OS, Windows 7, Task Assignment
Education
University of California, Irvine 2006 — 2010
B.A.
Irvin Ochoa Irvin Ochoa's Wells Fargo Experience November 2011 - Present
Job Tell at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2011 - Present
Wells Fargo November 2011 - Present
Skills
Microsoft Word, Microsoft Office, Loans, Microsoft Excel
Education
University of California, Irvine 2008 — 2012
B.A., Business Economics
Wells Fargo November 2011 - Present
Wells Fargo November 2011 - Present
Skills
Microsoft Word, Microsoft Office, Loans, Microsoft Excel
Education
University of California, Irvine 2008 — 2012
B.A., Business Economics
Aida Khamis Aida Khamis's Wells Fargo Experience April 2008 - June 2011
Job Student Representative at The BARBRI Group
Industry Law Practice
Experience
The BARBRI Group September 2014 - May 2015
Wilson Harvey Browndorf LLP September 2013 - December 2013
Wells Fargo April 2008 - June 2011
Skills
Legal Research, Legal Writing, Westlaw, Litigation, Civil Litigation, Criminal Law, Trials, Mediation, Courts, Legal Assistance, Document Review, Intellectual Property, Legal Documents, Lexis, LexisNexis, Bankruptcy, Public Speaking
Education
Western State University College of Law 2011 — 2015
University of California, Irvine 2009 — 2011
Bachelor of Arts (B.A.), Political Science
The BARBRI Group September 2014 - May 2015
Wilson Harvey Browndorf LLP September 2013 - December 2013
Wells Fargo April 2008 - June 2011
Skills
Legal Research, Legal Writing, Westlaw, Litigation, Civil Litigation, Criminal Law, Trials, Mediation, Courts, Legal Assistance, Document Review, Intellectual Property, Legal Documents, Lexis, LexisNexis, Bankruptcy, Public Speaking
Education
Western State University College of Law 2011 — 2015
University of California, Irvine 2009 — 2011
Bachelor of Arts (B.A.), Political Science
Jake Cheng's Wells Fargo Experience April 2013 - September 2013
Job Account Executive for China Finance Group
Industry International Trade and Development
Experience
Vasari Energy July 2015 - Present
YOR Health January 2014 - June 2015
Wells Fargo April 2013 - September 2013
Wells Fargo September 2011 - April 2013
Wells Fargo June 2009 - September 2011
Skills
International Logistics, Logistics Management, International Business..., Direct Sales, Sales Process, Finance, Data Analysis, Chinese, Mandarin, Chinese Culture, Asia Expansion, Management, Customer Service, Logistics
Education
University of California, Irvine 2009 — 2014
Bachelor’s Degree, Accounting and Business/Management
Vasari Energy July 2015 - Present
YOR Health January 2014 - June 2015
Wells Fargo April 2013 - September 2013
Wells Fargo September 2011 - April 2013
Wells Fargo June 2009 - September 2011
Skills
International Logistics, Logistics Management, International Business..., Direct Sales, Sales Process, Finance, Data Analysis, Chinese, Mandarin, Chinese Culture, Asia Expansion, Management, Customer Service, Logistics
Education
University of California, Irvine 2009 — 2014
Bachelor’s Degree, Accounting and Business/Management
Kelly Lin Kelly Lin's Wells Fargo Experience January 2012 - June 2012
Job Credit Administrator at Bank Sinopac Ltd.
Industry Financial Services
Experience
Bank Sinopac Ltd. September 2014 - Present
FASTECH Fueling and Services Technologies Inc. June 2014 - August 2014
K2 Motor June 2012 - March 2014
Wells Fargo January 2012 - June 2012
Bei-Cheng Construction Group July 2011 - November 2011
Diablo Publications January 2009 - March 2009
Skills
Customer Service, Microsoft Office, Microsoft Word, Sales, Time Management, Microsoft Excel, Outlook, Data Entry, Banking, Financial Analysis
Education
University of California, Irvine 2014 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General, GPA 3.75
University of California, San Diego 2009 — 2011
Bachelor's Degree, Management Sciences and Quantitative Methods-Economics
Bank Sinopac Ltd. September 2014 - Present
FASTECH Fueling and Services Technologies Inc. June 2014 - August 2014
K2 Motor June 2012 - March 2014
Wells Fargo January 2012 - June 2012
Bei-Cheng Construction Group July 2011 - November 2011
Diablo Publications January 2009 - March 2009
Skills
Customer Service, Microsoft Office, Microsoft Word, Sales, Time Management, Microsoft Excel, Outlook, Data Entry, Banking, Financial Analysis
Education
University of California, Irvine 2014 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General, GPA 3.75
University of California, San Diego 2009 — 2011
Bachelor's Degree, Management Sciences and Quantitative Methods-Economics
Leilani Cruz Leilani Cruz's Wells Fargo Experience November 2012 - May 2013
Job Account Coordinator
Industry Online Media
Experience
Houzz August 2015 - Present
Casey's Cupcakes September 2014 - August 2015
AVID October 2013 - November 2014
THINK Together July 2013 - July 2014
Wells Fargo November 2012 - May 2013
Her Campus June 2010 - June 2012
Skills
Leadership, Customer Service, Facebook, Social Media, Event Planning, Social Networking, Microsoft Word, Time Management, Creative Writing, Fashion, Social Media Marketing, Marketing, Blogging, Microsoft Office, Marketing Communications, Public Speaking, PowerPoint, Fundraising, Microsoft Excel, Event Management, Nonprofits, Educational Leadership, Program Facilitation, Recruiting, Team Building, Team Leadership, Organization, Creative Problem Solving
Education
University of California, Irvine 2008 — 2013
Bachelor of Arts (B.A.), Sociology
Instituto Internacional Madrid 2012 — 2012
Spanish and Culture
Houzz August 2015 - Present
Casey's Cupcakes September 2014 - August 2015
AVID October 2013 - November 2014
THINK Together July 2013 - July 2014
Wells Fargo November 2012 - May 2013
Her Campus June 2010 - June 2012
Skills
Leadership, Customer Service, Facebook, Social Media, Event Planning, Social Networking, Microsoft Word, Time Management, Creative Writing, Fashion, Social Media Marketing, Marketing, Blogging, Microsoft Office, Marketing Communications, Public Speaking, PowerPoint, Fundraising, Microsoft Excel, Event Management, Nonprofits, Educational Leadership, Program Facilitation, Recruiting, Team Building, Team Leadership, Organization, Creative Problem Solving
Education
University of California, Irvine 2008 — 2013
Bachelor of Arts (B.A.), Sociology
Instituto Internacional Madrid 2012 — 2012
Spanish and Culture
Emmanuel James Penera's Wells Fargo Experience December 2012 - September 2013
Job Account Services Representative TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade Institutional October 2013 - Present
Beta Theta Pi July 2013 - August 2014
Wells Fargo December 2012 - September 2013
Pacifica Del Mar October 2011 - June 2013
Guest and Event Services, University of California Irvine August 2009 - June 2011
Beta Theta Pi September 2007 - June 2011
Campus Recreation, University of California Irvine October 2007 - June 2009
Skills
Finance, Financial Analysis, Banking, Cash Management, Risk Management, Intercollegiate..., Customer Service, Logistics, Hospitality, Fine Dining, Recruiting, Policy, Microsoft Office, Microsoft Word
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts (B.A.), Economics
Torrey Pines High School 2003 — 2007
TD Ameritrade Institutional October 2013 - Present
Beta Theta Pi July 2013 - August 2014
Wells Fargo December 2012 - September 2013
Pacifica Del Mar October 2011 - June 2013
Guest and Event Services, University of California Irvine August 2009 - June 2011
Beta Theta Pi September 2007 - June 2011
Campus Recreation, University of California Irvine October 2007 - June 2009
Skills
Finance, Financial Analysis, Banking, Cash Management, Risk Management, Intercollegiate..., Customer Service, Logistics, Hospitality, Fine Dining, Recruiting, Policy, Microsoft Office, Microsoft Word
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts (B.A.), Economics
Torrey Pines High School 2003 — 2007
Armand Abhari Armand Abhari's Wells Fargo Experience October 1991 - Present
Job Strategic Planning Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo October 1991 - Present
Skills
Vendor Management, Banking, Financial Services, Strategy, Management, Relationship Management, Business Analysis
Education
University of California, Irvine
Wells Fargo October 1991 - Present
Skills
Vendor Management, Banking, Financial Services, Strategy, Management, Relationship Management, Business Analysis
Education
University of California, Irvine
Anastasia Nikitina's Wells Fargo Experience January 2011 - June 2012
Job Operations Support Specialist
Industry Medical Devices
Experience
Glidewell Dental Lab March 2015 - Present
Glidewell Dental Lab June 2012 - March 2015
Wells Fargo January 2011 - June 2012
Competitive Analytics August 2011 - September 2011
SAGE Publications June 2008 - September 2010
Skills
Operations Management, Reporting & Analysis, Analysis, Data Analysis, Microsoft Excel, Marketing, PowerPoint, Sales, Market Research, Outlook, Microsoft Office, Microsoft Word, Training, Finance, Forecasting
Education
University of California, Irvine 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), Philosophy
Glidewell Dental Lab March 2015 - Present
Glidewell Dental Lab June 2012 - March 2015
Wells Fargo January 2011 - June 2012
Competitive Analytics August 2011 - September 2011
SAGE Publications June 2008 - September 2010
Skills
Operations Management, Reporting & Analysis, Analysis, Data Analysis, Microsoft Excel, Marketing, PowerPoint, Sales, Market Research, Outlook, Microsoft Office, Microsoft Word, Training, Finance, Forecasting
Education
University of California, Irvine 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), Philosophy
Pauline Glushko Pauline Glushko's Wells Fargo Experience December 2008 - June 2010
Job Visual Designer
Industry Graphic Design
Experience
Freelance / Graphic Design Services January 2014 - Present
Quanttus September 2014 - February 2015
Quanttus May 2014 - September 2014
Wells Fargo Home Mortgage October 2010 - September 2013
Wells Fargo Home Mortgage June 2010 - September 2010
Wells Fargo December 2008 - June 2010
UC Irvine August 2008 - December 2008
Skills
Graphic Design, Adobe Creative Suite, InDesign, Illustrator, Photoshop, Sketch, Adobe Acrobat, Adobe Bridge, PowerPoint, WordPress, Keynote, Branding & Identity, Brand Development, Excel, Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Access, Banking, Credit, Mortgage, Loans, Mortgage Banking, FHA, Refinance, Risk Management, Mortgage Lending, Real Estate, Credit Risk, Finance, Leadership, Analysis, Financial Analysis, Word
Education
Shillington 2013 — 2013
Certificate, Graphic Design
University of California, Irvine 2008 — 2010
BA, Business Economics
University of North Texas 2006 — 2008
Texas Academy of Math and Science
Freelance / Graphic Design Services January 2014 - Present
Quanttus September 2014 - February 2015
Quanttus May 2014 - September 2014
Wells Fargo Home Mortgage October 2010 - September 2013
Wells Fargo Home Mortgage June 2010 - September 2010
Wells Fargo December 2008 - June 2010
UC Irvine August 2008 - December 2008
Skills
Graphic Design, Adobe Creative Suite, InDesign, Illustrator, Photoshop, Sketch, Adobe Acrobat, Adobe Bridge, PowerPoint, WordPress, Keynote, Branding & Identity, Brand Development, Excel, Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Access, Banking, Credit, Mortgage, Loans, Mortgage Banking, FHA, Refinance, Risk Management, Mortgage Lending, Real Estate, Credit Risk, Finance, Leadership, Analysis, Financial Analysis, Word
Education
Shillington 2013 — 2013
Certificate, Graphic Design
University of California, Irvine 2008 — 2010
BA, Business Economics
University of North Texas 2006 — 2008
Texas Academy of Math and Science
Avideh Enshaian Avideh Enshaian's Wells Fargo Experience May 2002 - October 2013
Job Wealth Management Client Services Officer at Bank of the West
Industry Financial Services
Experience
Bank of the West October 2013 - Present
Wells Fargo May 2002 - October 2013
Skills
Success Driven, Relationship Management, Professional..., Innovation, Highly Ambitious, Networking, Organizational..., Operational Efficiency, Cost Effective, Banking, Commercial Banking, Consumer Lending, Credit, Customer Satisfaction, Loans, Customer Service, Management, Retail Banking, Wealth Management
Education
University of Phoenix 2008 — 2011
Master of Business Administration (MBA), General Studies
UCI 2002 — 2004
Bachelor of Arts (B.A.), Economics
Bank of the West October 2013 - Present
Wells Fargo May 2002 - October 2013
Skills
Success Driven, Relationship Management, Professional..., Innovation, Highly Ambitious, Networking, Organizational..., Operational Efficiency, Cost Effective, Banking, Commercial Banking, Consumer Lending, Credit, Customer Satisfaction, Loans, Customer Service, Management, Retail Banking, Wealth Management
Education
University of Phoenix 2008 — 2011
Master of Business Administration (MBA), General Studies
UCI 2002 — 2004
Bachelor of Arts (B.A.), Economics
Kim-Anh Ngo Kim-Anh Ngo's Wells Fargo Experience October 2006 - December 2010
Job Assistant Vice PresidentBusiness Relationship Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase April 2013 - Present
JPMorgan Chase January 2011 - March 2013
Wells Fargo October 2006 - December 2010
Skills
Portfolio Management, Credit, Risk Management, Loans, Cash Management, Relationship Management, Small Business Lending, Deposits, Lines Of Credit, Commercial Banking, Commercial Lending, Banking, Commercial Mortgages, Credit Analysis, Finance, Financial Services, Loan Origination, Management, Retail Banking, Treasury Management, Cross Selling
Education
University of California, Irvine 2000 — 2004
Bachelor of Science (B.S.), Biology, General
JPMorgan Chase April 2013 - Present
JPMorgan Chase January 2011 - March 2013
Wells Fargo October 2006 - December 2010
Skills
Portfolio Management, Credit, Risk Management, Loans, Cash Management, Relationship Management, Small Business Lending, Deposits, Lines Of Credit, Commercial Banking, Commercial Lending, Banking, Commercial Mortgages, Credit Analysis, Finance, Financial Services, Loan Origination, Management, Retail Banking, Treasury Management, Cross Selling
Education
University of California, Irvine 2000 — 2004
Bachelor of Science (B.S.), Biology, General
Amie Camangian Amie Camangian's Wells Fargo Experience March 2009 - September 2010
Job Controller at Lanak & Hanna
Industry Accounting
Experience
Lanak & Hanna, P.C May 2014 - Present
New Era Escrow May 2013 - May 2014
Union Bank November 2010 - May 2013
Wells Fargo March 2009 - September 2010
Skills
Accounting, Sales, Customer Service, Risk Management, Notary Public, Outlook, Office Administration, Customer Retention, Escrow, Access, Referrals, Account Reconciliation, Spreadsheets, Invoicing, Microsoft Office
Education
University of California, Irvine
Psychology, Social Sciences
Lanak & Hanna, P.C May 2014 - Present
New Era Escrow May 2013 - May 2014
Union Bank November 2010 - May 2013
Wells Fargo March 2009 - September 2010
Skills
Accounting, Sales, Customer Service, Risk Management, Notary Public, Outlook, Office Administration, Customer Retention, Escrow, Access, Referrals, Account Reconciliation, Spreadsheets, Invoicing, Microsoft Office
Education
University of California, Irvine
Psychology, Social Sciences
Mimi Ta Mimi Ta's Wells Fargo Experience April 2013 - September 2014
Job OPERATIONS PROCESSOR II
Industry Banking
Experience
WELLS FARGO DEALER SERVICES October 2014 - Present
Wells Fargo April 2013 - September 2014
Wells Fargo June 2012 - April 2013
Wells Fargo February 2009 - June 2012
NEWPORT AUTO CENTER January 2008 - September 2011
Skills
Organizational..., Strategic Leadership, Bilingual, Bilingual..., Spanish-limited/conversa..., 60+wpm, Microsoft Office: Word,..., Customer Service, Sales, Marketing, Outlook, Social Networking, Employee Training, Time Management, Event Planning, Financial Analysis, Finance, Retail Banking, Banking, Titles, Dealer Track, Operational Efficiency, Product Marketing, Bankruptcy, Charge Offs
Education
University of California, Irvine 2009 — 2012
Bachelor of Arts (B.A.), Criminology, Law, and Society
WELLS FARGO DEALER SERVICES October 2014 - Present
Wells Fargo April 2013 - September 2014
Wells Fargo June 2012 - April 2013
Wells Fargo February 2009 - June 2012
NEWPORT AUTO CENTER January 2008 - September 2011
Skills
Organizational..., Strategic Leadership, Bilingual, Bilingual..., Spanish-limited/conversa..., 60+wpm, Microsoft Office: Word,..., Customer Service, Sales, Marketing, Outlook, Social Networking, Employee Training, Time Management, Event Planning, Financial Analysis, Finance, Retail Banking, Banking, Titles, Dealer Track, Operational Efficiency, Product Marketing, Bankruptcy, Charge Offs
Education
University of California, Irvine 2009 — 2012
Bachelor of Arts (B.A.), Criminology, Law, and Society
David W. Lee, M.B.A. David W. Lee, M.B.A.'s Wells Fargo Experience August 2002 - September 2009
Job Senior Vice President & Retail Regional Manager at CTBC Bank
Industry Financial Services
Experience
CTBC Bank July 2013 - March 2014
EverTrust Bank October 2012 - June 2013
East West Bank October 2009 - October 2012
Wells Fargo August 2002 - September 2009
Skills
Loans, Coaching, Customer Service, Profitability, Retail Banking, Market Planning, Banking, Investments, Excel, Strategic Planning, Customer Relations, PowerPoint, Retail, Microsoft Office, Word, Credit, Mergers, Mortgage, Team Building, Sales Management, Mortgage Lending, Microsoft Excel, Risk Management, Commercial Lending, Finance, Leadership, Mergers & Acquisitions, Financial Analysis, Microsoft Word, Management, Profit, Sales, Financial Services, Cross Selling, Business Development, Small Business Lending, Commercial Banking, Consumer Lending, Credit Analysis, Portfolio Management, Loan Origination, Lines Of Credit, Budgets, Relationship Management, Deposits, Branch Banking, Mortgage Banking, Wealth Management, Commercial Mortgages, Treasury Management
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2012
Master of Business Administration (EMBA), Business Administration
University of California, Irvine 1999 — 2003
Bachelor of Music (BM), Saxophone Performance
South Pasadena High School 1995 — 1999
High School Diploma, General Studies
CTBC Bank July 2013 - March 2014
EverTrust Bank October 2012 - June 2013
East West Bank October 2009 - October 2012
Wells Fargo August 2002 - September 2009
Skills
Loans, Coaching, Customer Service, Profitability, Retail Banking, Market Planning, Banking, Investments, Excel, Strategic Planning, Customer Relations, PowerPoint, Retail, Microsoft Office, Word, Credit, Mergers, Mortgage, Team Building, Sales Management, Mortgage Lending, Microsoft Excel, Risk Management, Commercial Lending, Finance, Leadership, Mergers & Acquisitions, Financial Analysis, Microsoft Word, Management, Profit, Sales, Financial Services, Cross Selling, Business Development, Small Business Lending, Commercial Banking, Consumer Lending, Credit Analysis, Portfolio Management, Loan Origination, Lines Of Credit, Budgets, Relationship Management, Deposits, Branch Banking, Mortgage Banking, Wealth Management, Commercial Mortgages, Treasury Management
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2012
Master of Business Administration (EMBA), Business Administration
University of California, Irvine 1999 — 2003
Bachelor of Music (BM), Saxophone Performance
South Pasadena High School 1995 — 1999
High School Diploma, General Studies
Shabnam Farzaneh's Wells Fargo Experience July 2003 - March 2007
Job Operation Smile Northern California Partner
Industry Nonprofit Organization Management
Experience
Operation Smile May 2012 - Present
Wells Fargo July 2003 - March 2007
IBM March 1998 - December 2001
Education
UCI 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Computer and Information Sciences and Support Services
UCI 1991 — 1995
Minor in Management
Operation Smile May 2012 - Present
Wells Fargo July 2003 - March 2007
IBM March 1998 - December 2001
Education
UCI 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Computer and Information Sciences and Support Services
UCI 1991 — 1995
Minor in Management
Jack Chao Jack Chao's Wells Fargo Experience 2009 - 2011
Job Mortgage Associate at HSBC
Industry Financial Services
Experience
HSBC December 2014 - Present
Bank of America August 2014 - December 2014
Union Bank July 2013 - August 2014
HomeBridge Financial Services, Inc. 2011 - 2013
Wells Fargo 2009 - 2011
Skills
Mortgage Lending, Residential Mortgages, Investment Properties, Home Equity Loans, Mortgage Industry, Single Family Homes, Second Home, Loans, Refinance, FHA, Credit, Loan Origination, Mortgage Banking, Credit Analysis
Education
University of California, Irvine 1999 — 2003
Bachelor of Science (BS)
HSBC December 2014 - Present
Bank of America August 2014 - December 2014
Union Bank July 2013 - August 2014
HomeBridge Financial Services, Inc. 2011 - 2013
Wells Fargo 2009 - 2011
Skills
Mortgage Lending, Residential Mortgages, Investment Properties, Home Equity Loans, Mortgage Industry, Single Family Homes, Second Home, Loans, Refinance, FHA, Credit, Loan Origination, Mortgage Banking, Credit Analysis
Education
University of California, Irvine 1999 — 2003
Bachelor of Science (BS)
Ken Baba, CFA's Wells Fargo Experience October 2009 - January 2011
Job Investment Associate at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors January 2014 - December 2014
Dimensional Fund Advisors January 2011 - December 2013
Wells Fargo October 2009 - January 2011
Wells Fargo October 2007 - October 2009
Skills
Bloomberg, Investments, Equities, Portfolio Management, Investment Management, Microsoft Office, Microsoft Excel, Analysis, Data Analysis
Education
University of California, Irvine 2005 — 2009
Economics
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors January 2014 - December 2014
Dimensional Fund Advisors January 2011 - December 2013
Wells Fargo October 2009 - January 2011
Wells Fargo October 2007 - October 2009
Skills
Bloomberg, Investments, Equities, Portfolio Management, Investment Management, Microsoft Office, Microsoft Excel, Analysis, Data Analysis
Education
University of California, Irvine 2005 — 2009
Economics
Joe Chi Joe Chi's Wells Fargo Experience August 2005 - August 2006
Job MBA graduate with 8+ years of client services experience
Industry Investment Management
Experience
Commonfund Securities, Inc. September 2006 - December 2011
Wells Fargo August 2005 - August 2006
Greenberg Traurig, LLP June 2005 - August 2005
Pacific Clinics May 2003 - September 2004
U.S. House of Representatives June 2002 - August 2002
Skills
Investment Valuation, Wealth Management..., Asset Allocation, Business Valuation, Investment Portfolio, Mandarin, Service Management, Entrepreneurship..., Taiwanese, Client-focused, Asia Pacific, Non-profits, Endowment Funds, Direct Marketing, Translation, Financial Modeling, Valuation, Series 7, Series 63, Strategic Financial..., Financial Analysis, Investments, Corporate Finance, Investment Strategies, Alternative Investments, Investment Management, Hedge Funds, Mutual Funds
Education
University of Southern California 2010 — 2012
Master of Business Administration (MBA), Marketing and Finance
University of California, Irvine 1998 — 2002
Bachelor of Arts (B.A.), Philosophy
Commonfund Securities, Inc. September 2006 - December 2011
Wells Fargo August 2005 - August 2006
Greenberg Traurig, LLP June 2005 - August 2005
Pacific Clinics May 2003 - September 2004
U.S. House of Representatives June 2002 - August 2002
Skills
Investment Valuation, Wealth Management..., Asset Allocation, Business Valuation, Investment Portfolio, Mandarin, Service Management, Entrepreneurship..., Taiwanese, Client-focused, Asia Pacific, Non-profits, Endowment Funds, Direct Marketing, Translation, Financial Modeling, Valuation, Series 7, Series 63, Strategic Financial..., Financial Analysis, Investments, Corporate Finance, Investment Strategies, Alternative Investments, Investment Management, Hedge Funds, Mutual Funds
Education
University of Southern California 2010 — 2012
Master of Business Administration (MBA), Marketing and Finance
University of California, Irvine 1998 — 2002
Bachelor of Arts (B.A.), Philosophy
Daniel Suk Daniel Suk's Wells Fargo Experience January 2012 - July 2012
Job Client Services Representative at Capital Group
Industry Banking
Experience
Capital Group January 2014 - Present
US Bank 2012 - 2013
Wells Fargo January 2012 - July 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Leadership, Research, Outlook, Management, Sales
Education
University of California, Irvine 2007 — 2011
Bachelor's degree, Biology, General
Capital Group January 2014 - Present
US Bank 2012 - 2013
Wells Fargo January 2012 - July 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Leadership, Research, Outlook, Management, Sales
Education
University of California, Irvine 2007 — 2011
Bachelor's degree, Biology, General
Casey Lubin's Wells Fargo Experience October 2011 - August 2013
Job Consultant at Truly360 Google Trusted Agency
Industry Financial Services
Experience
Truly360- Google Trusted Agency August 2015 - Present
Wireless Capital Partners, LLC (Blackstone Group) August 2014 - July 2015
Lee & Associates Commercial Real Estate Services July 2013 - September 2014
Wells Fargo October 2011 - August 2013
California First National Bancorp January 2010 - October 2011
California First Leasing Corporation January 2009 - January 2010
Skills
Qualifying Prospects, Lines Of Credit, Loans, Direct Sales, Small Business Lending, Commercial Lending, Portfolio Management, Commercial Banking, Sales, Credit, CRM, Business Development, Commercial Real Estate, Mortgage Lending, Loan Origination, Training, Commercial Mortgages, Banking, Asset Based Lending, Credit Analysis, Finance, Financial Structuring, Investments, Relationship Management, Mortgage Banking, Real Estate Financing, Residential Mortgages, Refinance, Underwriting
Education
UC Irvine 2005 — 2007
BA, Literary Journalism, Comparative Literature
Truly360- Google Trusted Agency August 2015 - Present
Wireless Capital Partners, LLC (Blackstone Group) August 2014 - July 2015
Lee & Associates Commercial Real Estate Services July 2013 - September 2014
Wells Fargo October 2011 - August 2013
California First National Bancorp January 2010 - October 2011
California First Leasing Corporation January 2009 - January 2010
Skills
Qualifying Prospects, Lines Of Credit, Loans, Direct Sales, Small Business Lending, Commercial Lending, Portfolio Management, Commercial Banking, Sales, Credit, CRM, Business Development, Commercial Real Estate, Mortgage Lending, Loan Origination, Training, Commercial Mortgages, Banking, Asset Based Lending, Credit Analysis, Finance, Financial Structuring, Investments, Relationship Management, Mortgage Banking, Real Estate Financing, Residential Mortgages, Refinance, Underwriting
Education
UC Irvine 2005 — 2007
BA, Literary Journalism, Comparative Literature
Hamid Yazdi's Wells Fargo Experience 2011 - 2012
Job Tableau SME at ExxonMobil
Industry Information Technology and Services
Experience
ExxonMobil January 2015 - Present
Charles Schwab April 2014 - Present
Dignity Health 2012 - January 2015
Wells Fargo 2011 - 2012
MediServe Information Systems 2009 - 2010
Skills
Business Intelligence, SSIS, ETL, Data Warehousing, SSRS, T-SQL, SQL, Business Objects, Data Modeling, Microsoft SQL Server, Database Design, Data Migration, Visual Studio, Financial Reporting, Information Technology, SQL Server Management..., Customer Service, SDLC, Tableau
Education
University of California, Irvine 1985 — 1988
Bachelor of Science (BS), Computer Science
ExxonMobil January 2015 - Present
Charles Schwab April 2014 - Present
Dignity Health 2012 - January 2015
Wells Fargo 2011 - 2012
MediServe Information Systems 2009 - 2010
Skills
Business Intelligence, SSIS, ETL, Data Warehousing, SSRS, T-SQL, SQL, Business Objects, Data Modeling, Microsoft SQL Server, Database Design, Data Migration, Visual Studio, Financial Reporting, Information Technology, SQL Server Management..., Customer Service, SDLC, Tableau
Education
University of California, Irvine 1985 — 1988
Bachelor of Science (BS), Computer Science
Kevin Nguyen Kevin Nguyen's Wells Fargo Experience April 2012 - July 2012
Job Business Development Manager at mNectar
Industry Financial Services
Experience
mNectar September 2015 - Present
mNectar September 2014 - August 2015
Ensenta Corporation April 2014 - September 2014
Ensenta Corporation November 2013 - August 2014
Ensenta Corporation January 2013 - November 2013
Power-One August 2012 - January 2013
Wells Fargo April 2012 - July 2012
Service Source December 2011 - April 2012
RGT Capital Management June 2010 - October 2010
Merrill Lynch November 2009 - April 2010
Skills
Microsoft Office, Sales, Marketing, Microsoft Excel, PowerPoint, CRM, Social Networking, Leadership, Accounting, Microsoft Word, Outlook, Pivot Tables, QuickBooks, Market Research, Customer Service, Social Media Marketing, SharePoint, JavaScript, C++ Language, Java, Salesforce.com, Mobile Games, Mobile Advertising, Ad Tech, Monetization
Education
University of California, Irvine 2007 — 2011
Bachelors of Science, Business Economics
mNectar September 2015 - Present
mNectar September 2014 - August 2015
Ensenta Corporation April 2014 - September 2014
Ensenta Corporation November 2013 - August 2014
Ensenta Corporation January 2013 - November 2013
Power-One August 2012 - January 2013
Wells Fargo April 2012 - July 2012
Service Source December 2011 - April 2012
RGT Capital Management June 2010 - October 2010
Merrill Lynch November 2009 - April 2010
Skills
Microsoft Office, Sales, Marketing, Microsoft Excel, PowerPoint, CRM, Social Networking, Leadership, Accounting, Microsoft Word, Outlook, Pivot Tables, QuickBooks, Market Research, Customer Service, Social Media Marketing, SharePoint, JavaScript, C++ Language, Java, Salesforce.com, Mobile Games, Mobile Advertising, Ad Tech, Monetization
Education
University of California, Irvine 2007 — 2011
Bachelors of Science, Business Economics
Peter Bae's Wells Fargo Experience May 2007 - May 2010
Job VP Commercial Loan Officer at BBCN Bank
Industry Banking
Experience
BBCN Bank March 2015 - Present
City National Bank July 2011 - Present
Bank of America May 2010 - July 2011
Wells Fargo May 2007 - May 2010
Skills
Finance, Banking, Credit, Loans, Mortgage Lending, Investments, Retail Banking, Financial Services, New Business Development, Portfolio Management, Mortgage Banking, Underwriting, Commercial Banking, Credit Analysis, Loan Origination, Real Estate, Funding, Financial Analysis, Commercial Lending, Lines Of Credit
Education
University of California, Irvine 1999 — 2001
Bachelors of Arts
BBCN Bank March 2015 - Present
City National Bank July 2011 - Present
Bank of America May 2010 - July 2011
Wells Fargo May 2007 - May 2010
Skills
Finance, Banking, Credit, Loans, Mortgage Lending, Investments, Retail Banking, Financial Services, New Business Development, Portfolio Management, Mortgage Banking, Underwriting, Commercial Banking, Credit Analysis, Loan Origination, Real Estate, Funding, Financial Analysis, Commercial Lending, Lines Of Credit
Education
University of California, Irvine 1999 — 2001
Bachelors of Arts
Erik Edwards's Wells Fargo Experience October 2007 - September 2014
Job Managing Director at Greystone & Co.
Industry Commercial Real Estate
Experience
Greystone & Co. October 2014 - Present
Wells Fargo October 2007 - September 2014
Wells Fargo Bank January 2009 - September 2012
Wells Fargo Real Estate Merchant Banking Group October 2007 - January 2009
iStar Financial May 2007 - October 2007
Fremont 2004 - 2007
Fremont Investment & Loan 2004 - 2007
Cushman & Wakefield June 2004 - October 2004
Booz Allen Hamilton January 1999 - August 2004
Skills
Real Estate Economics, Asset Managment, Valuation, Due Diligence, Loans, Real Estate, Financial Modeling, Financial Analysis, Portfolio Management, Underwriting, Investments, Loan Origination, CMBS, Commercial Real Estate, Commercial Lending, Mortgage Lending, Strategic Financial..., Finance, Banking, Capital Markets, Asset Management, Credit, Risk Management
Education
University of California, Irvine 2002 — 2004
MBA, Business
University of California, Irvine - The Paul Merage School of Business 2002 — 2004
MBA, Finance
University of California, Santa Barbara 1995 — 1998
BA, Business Economics
Greystone & Co. October 2014 - Present
Wells Fargo October 2007 - September 2014
Wells Fargo Bank January 2009 - September 2012
Wells Fargo Real Estate Merchant Banking Group October 2007 - January 2009
iStar Financial May 2007 - October 2007
Fremont 2004 - 2007
Fremont Investment & Loan 2004 - 2007
Cushman & Wakefield June 2004 - October 2004
Booz Allen Hamilton January 1999 - August 2004
Skills
Real Estate Economics, Asset Managment, Valuation, Due Diligence, Loans, Real Estate, Financial Modeling, Financial Analysis, Portfolio Management, Underwriting, Investments, Loan Origination, CMBS, Commercial Real Estate, Commercial Lending, Mortgage Lending, Strategic Financial..., Finance, Banking, Capital Markets, Asset Management, Credit, Risk Management
Education
University of California, Irvine 2002 — 2004
MBA, Business
University of California, Irvine - The Paul Merage School of Business 2002 — 2004
MBA, Finance
University of California, Santa Barbara 1995 — 1998
BA, Business Economics
Andrea Van Pelt's Wells Fargo Experience October 2001 - July 2004
Job Senior Manager, Financial Systems at Corelogic, LLC
Industry Nanotechnology
Experience
Corelogic, LLC September 2013 - Present
CA GSP Rescue January 2010 - Present
Newport Corp July 2004 - September 2013
Wells Fargo October 2001 - July 2004
Wells Fargo August 2000 - October 2001
Disneyland Resort January 2000 - August 2000
URS Corporation January 1995 - December 1999
URS Corporation January 1994 - December 1994
URS Corporation June 1992 - December 1994
Skills
Financial Systems, Process Improvement, ERP, SAP ERP, Hyperion HFM, Essbase, Hyperion Reports, ERP Implementations, ERP Modules, Planning Systems, P&L Forecasting, SAP, Forecasting, Cross-functional Team..., Accounts Payable, Hyperion Enterprise, PeopleSoft, Accounting, Finance, Financial Analysis, Budgets, Internal Audit, Integration, Mergers & Acquisitions, HFM, Data Warehousing, Testing, Management, Business Intelligence, Accounts Receivable, General Ledger, Payroll, Hyperion
Education
University of California, Irvine - The Paul Merage School of Business 1996 — 1999
Master of Business Administration (M.B.A.)
University of California, Irvine 1988 — 1992
Bachelors of Science, Mathematics
Corelogic, LLC September 2013 - Present
CA GSP Rescue January 2010 - Present
Newport Corp July 2004 - September 2013
Wells Fargo October 2001 - July 2004
Wells Fargo August 2000 - October 2001
Disneyland Resort January 2000 - August 2000
URS Corporation January 1995 - December 1999
URS Corporation January 1994 - December 1994
URS Corporation June 1992 - December 1994
Skills
Financial Systems, Process Improvement, ERP, SAP ERP, Hyperion HFM, Essbase, Hyperion Reports, ERP Implementations, ERP Modules, Planning Systems, P&L Forecasting, SAP, Forecasting, Cross-functional Team..., Accounts Payable, Hyperion Enterprise, PeopleSoft, Accounting, Finance, Financial Analysis, Budgets, Internal Audit, Integration, Mergers & Acquisitions, HFM, Data Warehousing, Testing, Management, Business Intelligence, Accounts Receivable, General Ledger, Payroll, Hyperion
Education
University of California, Irvine - The Paul Merage School of Business 1996 — 1999
Master of Business Administration (M.B.A.)
University of California, Irvine 1988 — 1992
Bachelors of Science, Mathematics
Francis Tan's Wells Fargo Experience July 2008 - June 2012
Job Project Manager, Reporting & Data Analytics at Discovery Digital Networks
Industry Media Production
Experience
Discovery Digital Networks May 2013 - Present
University of San Francisco August 2012 - June 2014
Wells Fargo July 2008 - June 2012
UCI Bookstore Marketing September 2006 - September 2007
Skills
Python, MySQL, SQL, Analytics, R, Microsoft Excel, Financial Analysis, Data Analysis, Finance, Statistics, Business Analytics, Analysis, jQuery, JMP, HTML, Statistical Modeling, Financial Modeling, Node.js, JavaScript, CSS, YouTube API, Google Adwords, WordPress, Google Apps Script, Paid Media, Linux, Git, Predictive Analytics, Engineering Data...
Education
University of San Francisco - Masagung Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Analytics, 3.98
University of California, Irvine 2002 — 2007
Bachelor of Science (B.S.), Information and Computer Science
Discovery Digital Networks May 2013 - Present
University of San Francisco August 2012 - June 2014
Wells Fargo July 2008 - June 2012
UCI Bookstore Marketing September 2006 - September 2007
Skills
Python, MySQL, SQL, Analytics, R, Microsoft Excel, Financial Analysis, Data Analysis, Finance, Statistics, Business Analytics, Analysis, jQuery, JMP, HTML, Statistical Modeling, Financial Modeling, Node.js, JavaScript, CSS, YouTube API, Google Adwords, WordPress, Google Apps Script, Paid Media, Linux, Git, Predictive Analytics, Engineering Data...
Education
University of San Francisco - Masagung Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Analytics, 3.98
University of California, Irvine 2002 — 2007
Bachelor of Science (B.S.), Information and Computer Science
Kevin Kwon's Wells Fargo Experience September 2008 - September 2010
Job Branch Manager VP at Chase
Industry Banking
Experience
Chase September 2010 - Present
Wells Fargo September 2008 - September 2010
Citibank January 2005 - July 2007
Skills
Banking, Retail Banking, Mortgage Lending, Consumer Lending, Portfolio Management, Sales Management, Branch Administration, Team Management
Education
University of California, Irvine 1999 — 2004
International Studies
Chase September 2010 - Present
Wells Fargo September 2008 - September 2010
Citibank January 2005 - July 2007
Skills
Banking, Retail Banking, Mortgage Lending, Consumer Lending, Portfolio Management, Sales Management, Branch Administration, Team Management
Education
University of California, Irvine 1999 — 2004
International Studies
Christine Huynh's Wells Fargo Experience August 2007 - October 2014
Job Assistant Vice President, Corporate Recruiter at East West Bank
Industry Banking
Experience
East West Bank October 2014 - Present
Wells Fargo August 2007 - October 2014
Skills
Applicant Tracking..., Customer Service, HRIS, Leadership, Sales, Talent Acquisition, Microsoft Office, Onboarding, Microsoft Excel, Microsoft Word, Process Improvement, Outlook, PeopleSoft, Ad Hoc Reporting, Recruiting, Human Resources, Crystal Reports, Sourcing, Training, Salary Negotiations
Education
University of California, Irvine
Bachelor of Arts (BA), Psychology
University of California, Irvine
Human Resources Management Certificate
East West Bank October 2014 - Present
Wells Fargo August 2007 - October 2014
Skills
Applicant Tracking..., Customer Service, HRIS, Leadership, Sales, Talent Acquisition, Microsoft Office, Onboarding, Microsoft Excel, Microsoft Word, Process Improvement, Outlook, PeopleSoft, Ad Hoc Reporting, Recruiting, Human Resources, Crystal Reports, Sourcing, Training, Salary Negotiations
Education
University of California, Irvine
Bachelor of Arts (BA), Psychology
University of California, Irvine
Human Resources Management Certificate
Lan Lien's Wells Fargo Experience June 1994 - November 1999
Job HR Business Partner at Avid Technology
Industry Computer Software
Experience
Avid Technology 2006 - 2015
M-Audio (acquired by Avid Technology in 2004) 2002 - 2006
E-commerce Exchange January 2000 - December 2002
Wells Fargo June 1994 - November 1999
Skills
Onboarding, Human Resources, HRIS, Personnel Management, Employee Relations, Applicant Tracking..., Talent Acquisition, Recruiting, Employee Benefits, HR Policies, New Hire Orientations, Payroll, Performance Management, Leadership, Interviews
Education
University of California, Irvine
Bachelor's degree, Sociology
Avid Technology 2006 - 2015
M-Audio (acquired by Avid Technology in 2004) 2002 - 2006
E-commerce Exchange January 2000 - December 2002
Wells Fargo June 1994 - November 1999
Skills
Onboarding, Human Resources, HRIS, Personnel Management, Employee Relations, Applicant Tracking..., Talent Acquisition, Recruiting, Employee Benefits, HR Policies, New Hire Orientations, Payroll, Performance Management, Leadership, Interviews
Education
University of California, Irvine
Bachelor's degree, Sociology
Ann Siri's Wells Fargo Experience 2005 - 2006
Job AVP Business Relationship Manager at East West Bank
Industry Banking
Experience
East West Bank April 2013 - Present
Citibank September 2008 - April 2013
Citibank June 2006 - September 2008
Wells Fargo 2005 - 2006
Skills
Credit, Banking, Commercial Lending, Small Business Lending, Mortgage Lending, Marketing, Sales, Credit Analysis, Loans, Commercial Banking, Cross Selling, Finance, Relationship Management, Retail Banking, Lines Of Credit
Education
University of California, Irvine 2003 — 2005
Bachelor of Arts (B.A.), Criminology, Law And Society
East West Bank April 2013 - Present
Citibank September 2008 - April 2013
Citibank June 2006 - September 2008
Wells Fargo 2005 - 2006
Skills
Credit, Banking, Commercial Lending, Small Business Lending, Mortgage Lending, Marketing, Sales, Credit Analysis, Loans, Commercial Banking, Cross Selling, Finance, Relationship Management, Retail Banking, Lines Of Credit
Education
University of California, Irvine 2003 — 2005
Bachelor of Arts (B.A.), Criminology, Law And Society
Richard Blauvelt's Wells Fargo Experience March 2007 - Present
Job Sr. Security Architect at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2007 - Present
Wachovia Dealer Services 2007 - Present
Education
University of California, Irvine 1996 — 1998
Marina High School 1978 — 1981
Wells Fargo March 2007 - Present
Wachovia Dealer Services 2007 - Present
Education
University of California, Irvine 1996 — 1998
Marina High School 1978 — 1981
Edgar Uaje's Wells Fargo Experience May 2008 - September 2013
Job PRODUCT MANAGEMENT
Industry Telecommunications
Experience
YouMail, Inc July 2015 - Present
DIRECTV September 2013 - July 2015
Wells Fargo May 2008 - September 2013
Wells Fargo February 2007 - May 2008
Skills
Management, Product Development, Product Management, Business Process..., Operational Excellence, Project Management, Cross-functional Team..., Program Management, User Experience, Customer Experience, Process Improvement, Relationship Management, Business Analysis, Vendor Management, User Interface Design, Operations Management, Business Strategy, User Experience Design, Market Research, Microsoft Excel, Analysis, Customer Service, Microsoft Office, Consensus Building, Negotiation
Education
University of Southern California - Marshall School of Business 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
University of California, Irvine 2003 — 2006
Information and Computer Science, Computer Science
YouMail, Inc July 2015 - Present
DIRECTV September 2013 - July 2015
Wells Fargo May 2008 - September 2013
Wells Fargo February 2007 - May 2008
Skills
Management, Product Development, Product Management, Business Process..., Operational Excellence, Project Management, Cross-functional Team..., Program Management, User Experience, Customer Experience, Process Improvement, Relationship Management, Business Analysis, Vendor Management, User Interface Design, Operations Management, Business Strategy, User Experience Design, Market Research, Microsoft Excel, Analysis, Customer Service, Microsoft Office, Consensus Building, Negotiation
Education
University of Southern California - Marshall School of Business 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
University of California, Irvine 2003 — 2006
Information and Computer Science, Computer Science
Matthew Frey's Wells Fargo Experience October 2005 - April 2008
Job M&A Transactional Tax
Industry Law Practice
Experience
EY September 2011 - Present
Wells Fargo October 2005 - April 2008
Skills
Tax Law, Legal Research, Corporate Law, Trusts, Legal Writing, Westlaw, Bankruptcy, Due Diligence, Tax, Private Equity, Mergers & Acquisitions
Education
University of Florida - Fredric G. Levin College of Law 2010 — 2011
LLM, Taxation
University of San Francisco - Masagung Graduate School of Management 2002 — 2005
Master of Business Administration (M.B.A.)
University of San Francisco School of Law 2001 — 2005
Juris Doctor (J.D.)
University of California, Irvine 1995 — 1999
Bachelor's Degree, Political Science
EY September 2011 - Present
Wells Fargo October 2005 - April 2008
Skills
Tax Law, Legal Research, Corporate Law, Trusts, Legal Writing, Westlaw, Bankruptcy, Due Diligence, Tax, Private Equity, Mergers & Acquisitions
Education
University of Florida - Fredric G. Levin College of Law 2010 — 2011
LLM, Taxation
University of San Francisco - Masagung Graduate School of Management 2002 — 2005
Master of Business Administration (M.B.A.)
University of San Francisco School of Law 2001 — 2005
Juris Doctor (J.D.)
University of California, Irvine 1995 — 1999
Bachelor's Degree, Political Science
Robert Plata's Wells Fargo Experience February 2002 - April 2010
Job Senior Database Administrator at US Bank
Industry Banking
Experience
US Bank September 2013 - Present
State of Oregon December 2011 - September 2013
Digital Inspections - KEMA February 2011 - December 2011
Wells Fargo February 2002 - April 2010
Wells Fargo Bank April 1999 - February 2002
Wells Fargo July 1995 - March 1999
Pacific Bell 1984 - 1995
Skills
REXX, TSO, COBOL, SQL, ISPF, Perl, BMC Remedy, MS Office Suite, DB2, z/OS, SQL Server, JCL, CICS, Mainframe, VSAM, Fileaid, MVS, IBM Mainframe, Disaster Recovery, Database Administration, Unix, Performance Tuning, Database Design, Visio, Windows, Troubleshooting, Data Modeling, Microsoft SQL Server, SQL Tuning, Production Support, IBM Utilities, Oracle, Microsoft Office, Operating Systems, WebSphere MQ, Databases, Data Warehousing, Relational Databases, Data Migration, AIX, Enterprise Architecture, T-SQL, SQL DB2, SDLC, SharePoint, Integration, IBM AIX
Education
University of Washington 2010 — 2011
SQL Server Specialist Certificate, Database Administration
University of California, Irvine
Bachelor of Science (BS), Mathematics
US Bank September 2013 - Present
State of Oregon December 2011 - September 2013
Digital Inspections - KEMA February 2011 - December 2011
Wells Fargo February 2002 - April 2010
Wells Fargo Bank April 1999 - February 2002
Wells Fargo July 1995 - March 1999
Pacific Bell 1984 - 1995
Skills
REXX, TSO, COBOL, SQL, ISPF, Perl, BMC Remedy, MS Office Suite, DB2, z/OS, SQL Server, JCL, CICS, Mainframe, VSAM, Fileaid, MVS, IBM Mainframe, Disaster Recovery, Database Administration, Unix, Performance Tuning, Database Design, Visio, Windows, Troubleshooting, Data Modeling, Microsoft SQL Server, SQL Tuning, Production Support, IBM Utilities, Oracle, Microsoft Office, Operating Systems, WebSphere MQ, Databases, Data Warehousing, Relational Databases, Data Migration, AIX, Enterprise Architecture, T-SQL, SQL DB2, SDLC, SharePoint, Integration, IBM AIX
Education
University of Washington 2010 — 2011
SQL Server Specialist Certificate, Database Administration
University of California, Irvine
Bachelor of Science (BS), Mathematics
Dennis Chew's Wells Fargo Experience July 2008 - August 2010
Job Credit Analyst at Cathay Bank
Industry Banking
Experience
Cathay Bank July 2014 - Present
Cathay Bank December 2012 - July 2014
Dedicated Media September 2012 - December 2012
Wells Fargo July 2008 - August 2010
Education
University of California, Irvine 2005 — 2009
Bachelor's Degree, Economics
Cathay Bank July 2014 - Present
Cathay Bank December 2012 - July 2014
Dedicated Media September 2012 - December 2012
Wells Fargo July 2008 - August 2010
Education
University of California, Irvine 2005 — 2009
Bachelor's Degree, Economics
Matt Herold's Wells Fargo Experience January 2010 - July 2010
Job Technical Support Analyst III at First Republic Bank
Industry Information Technology and Services
Experience
First Republic Bank May 2013 - Present
Montgomery & Co., LLC May 2012 - May 2013
EveryNetwork July 2010 - May 2012
Wells Fargo January 2010 - July 2010
Silver Lake Partners May 2008 - December 2009
Morgan Stanley May 2006 - May 2008
Wells Fargo Bank October 2004 - May 2006
Bear Stearns March 2004 - October 2004
JP Morgan Chase & Co July 1999 - January 2004
Skills
Windows Server 2008, Tandberg, Backup Exec, Group Policy, VMware ESX, VMware, Windows 7, Active Directory, Windows Server 2003, Telepresence, vSphere, DHCP, Blackberry Enterprise..., Video Conferencing, Symantec Endpoint..., Windows XP Professional, Symantec Antivirus, Forefront, DNS, VMware Infrastructure, Virtualization, Audio Conferencing, TMS, Cisco, System Administration, Servers, WAN, Laptops, Blackberry, Deployment, Patch Management, VPN, Firewalls, Windows, XP, Wireless, SIP Trunking, ShoreTel, Terminal Server, Bloomberg Terminal, KACE, Market Data, Windows Server, Disaster Recovery, TCP/IP, SaaS, Cisco Call Manager, MXLogic, Terminal Services, Vendor Management
Education
Tandberg Certified Engineer 2010 — 2010
Unitek
MCP, Microsoft Server 2003
University of California, Irvine 1990 — 1994
Bachelor, Arts; Comparative Literature and Spanish Literature
First Republic Bank May 2013 - Present
Montgomery & Co., LLC May 2012 - May 2013
EveryNetwork July 2010 - May 2012
Wells Fargo January 2010 - July 2010
Silver Lake Partners May 2008 - December 2009
Morgan Stanley May 2006 - May 2008
Wells Fargo Bank October 2004 - May 2006
Bear Stearns March 2004 - October 2004
JP Morgan Chase & Co July 1999 - January 2004
Skills
Windows Server 2008, Tandberg, Backup Exec, Group Policy, VMware ESX, VMware, Windows 7, Active Directory, Windows Server 2003, Telepresence, vSphere, DHCP, Blackberry Enterprise..., Video Conferencing, Symantec Endpoint..., Windows XP Professional, Symantec Antivirus, Forefront, DNS, VMware Infrastructure, Virtualization, Audio Conferencing, TMS, Cisco, System Administration, Servers, WAN, Laptops, Blackberry, Deployment, Patch Management, VPN, Firewalls, Windows, XP, Wireless, SIP Trunking, ShoreTel, Terminal Server, Bloomberg Terminal, KACE, Market Data, Windows Server, Disaster Recovery, TCP/IP, SaaS, Cisco Call Manager, MXLogic, Terminal Services, Vendor Management
Education
Tandberg Certified Engineer 2010 — 2010
Unitek
MCP, Microsoft Server 2003
University of California, Irvine 1990 — 1994
Bachelor, Arts; Comparative Literature and Spanish Literature
Lang Chen's Wells Fargo Experience September 1996 - August 2000
Job Market Risk Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank April 2010 - Present
Wells Fargo Bank August 2000 - April 2010
Wells Fargo September 1996 - August 2000
Education
University of California, Irvine 1987 — 1994
Ph.D in mathematics, Complex Analysis
Wells Fargo Bank April 2010 - Present
Wells Fargo Bank August 2000 - April 2010
Wells Fargo September 1996 - August 2000
Education
University of California, Irvine 1987 — 1994
Ph.D in mathematics, Complex Analysis
Jason Chiu's Wells Fargo Experience June 2009 - December 2009
Job Employee at East West Bank
Industry Financial Services
Experience
East West Bank March 2014 - Present
Citibank December 2011 - March 2014
Citi Personal Wealth Management June 2010 - December 2011
Wells Fargo June 2009 - December 2009
E*TRADE Financial September 2007 - April 2009
Banc of America Investment Services, Inc June 2006 - August 2007
Global American Investments, Inc June 2001 - May 2006
Leo Capital Management, Inc September 1998 - May 2001
University of California April 1999 - May 2000
Gallup Polls August 1997 - January 1998
Skills
Portfolio Management, Business Development, Investments, Banking, Marketing, CRM, Financial Services, Marketing Strategy, Sales, Microsoft Excel, Trading, Asset Allocation, Customer Service, PowerPoint, Financial Advisory, Relationship Management, Outlook, Options, Customer Retention, Wealth Management, Microsoft Word, Series 7, Series 63, Finance, Mutual Funds, Microsoft Office, Asset Management, Risk Management, Strategic Financial..., Financial Planning
Education
University of California, Irvine 1996 — 2000
Bachelor, Eonomics
East West Bank March 2014 - Present
Citibank December 2011 - March 2014
Citi Personal Wealth Management June 2010 - December 2011
Wells Fargo June 2009 - December 2009
E*TRADE Financial September 2007 - April 2009
Banc of America Investment Services, Inc June 2006 - August 2007
Global American Investments, Inc June 2001 - May 2006
Leo Capital Management, Inc September 1998 - May 2001
University of California April 1999 - May 2000
Gallup Polls August 1997 - January 1998
Skills
Portfolio Management, Business Development, Investments, Banking, Marketing, CRM, Financial Services, Marketing Strategy, Sales, Microsoft Excel, Trading, Asset Allocation, Customer Service, PowerPoint, Financial Advisory, Relationship Management, Outlook, Options, Customer Retention, Wealth Management, Microsoft Word, Series 7, Series 63, Finance, Mutual Funds, Microsoft Office, Asset Management, Risk Management, Strategic Financial..., Financial Planning
Education
University of California, Irvine 1996 — 2000
Bachelor, Eonomics
Fowzia Temori's Wells Fargo Experience February 2006 - Present
Job AVP/Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2006 - Present
Education
UCI
PFP, Financial Planning
Wells Fargo February 2006 - Present
Education
UCI
PFP, Financial Planning
Charles Hyde's Wells Fargo Experience September 2010 - Present
Job Business Acquisition Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2010 - Present
Wells Fargo April 2005 - September 2010
Wells Fargo Bank January 2000 - January 2005
Wells Fargo Bank January 1998 - January 2000
Skills
Consumer Lending, Home Equity, Small Business Lending, Lines Of Credit
Education
University of California, Irvine
Wells Fargo September 2010 - Present
Wells Fargo April 2005 - September 2010
Wells Fargo Bank January 2000 - January 2005
Wells Fargo Bank January 1998 - January 2000
Skills
Consumer Lending, Home Equity, Small Business Lending, Lines Of Credit
Education
University of California, Irvine
Angel Chen,CWS®'s Wells Fargo Experience October 2008 - December 2009
Job Senior Vice PresidentPrivate Client Services at City National Bank
Industry Banking
Experience
City National Bank January 2012 - Present
UC Irvine January 2012 - Present
Pacific Asia Museum January 2012 - December 2013
Bank of the West December 2009 - January 2012
Wells Fargo October 2008 - December 2009
Union Bank August 2005 - October 2008
Bank of America April 2002 - August 2005
Skills
Wealth Management, Banking, Private Banking, Credit, Portfolio Management, Asset Managment, Investments, Commercial Lending, Commercial Banking, Small Business Lending, Loans, Credit Analysis, Strategic Planning, Lines Of Credit, Consumer Lending
Education
University of Phoenix-Southern California Campus 2003 — 2006
Master of Business Administration (M.B.A.), Global Asset Management
University of California, Irvine 1995 — 1999
Bachelor of Science (B.S.), Economics and business management
City National Bank January 2012 - Present
UC Irvine January 2012 - Present
Pacific Asia Museum January 2012 - December 2013
Bank of the West December 2009 - January 2012
Wells Fargo October 2008 - December 2009
Union Bank August 2005 - October 2008
Bank of America April 2002 - August 2005
Skills
Wealth Management, Banking, Private Banking, Credit, Portfolio Management, Asset Managment, Investments, Commercial Lending, Commercial Banking, Small Business Lending, Loans, Credit Analysis, Strategic Planning, Lines Of Credit, Consumer Lending
Education
University of Phoenix-Southern California Campus 2003 — 2006
Master of Business Administration (M.B.A.), Global Asset Management
University of California, Irvine 1995 — 1999
Bachelor of Science (B.S.), Economics and business management
James Lehigh's Wells Fargo Experience December 2009 - April 2011
Job Associate at CBRE
Industry Real Estate
Experience
CBRE July 2015 - Present
Marcus & Millichap May 2015 - Present
Lido Isle Advisors February 2014 - January 2015
FMV Opinions, Inc. July 2012 - January 2013
Wells Fargo December 2009 - April 2011
Trinex Commercial Finance May 2009 - November 2009
Marcus & Millichap March 2008 - May 2009
Trinex Commercial Finance July 2007 - February 2008
Skills
Real Estate Investment, Investment Properties, Financial Analysis, Valuation, Equity Valuation, Equity Research, Client Service Oriented, Alternative Investments, Finance
Education
University of California, Irvine 2003 — 2008
B.A., Business Economics
Glendora High School 1999 — 2003
CBRE July 2015 - Present
Marcus & Millichap May 2015 - Present
Lido Isle Advisors February 2014 - January 2015
FMV Opinions, Inc. July 2012 - January 2013
Wells Fargo December 2009 - April 2011
Trinex Commercial Finance May 2009 - November 2009
Marcus & Millichap March 2008 - May 2009
Trinex Commercial Finance July 2007 - February 2008
Skills
Real Estate Investment, Investment Properties, Financial Analysis, Valuation, Equity Valuation, Equity Research, Client Service Oriented, Alternative Investments, Finance
Education
University of California, Irvine 2003 — 2008
B.A., Business Economics
Glendora High School 1999 — 2003
Johneson Giang's Wells Fargo Experience August 2006 - August 2007
Job Tax Analyst at Infineon Technologies
Industry Semiconductors
Experience
Infineon Technologies October 2013 - Present
Infineon Technologies December 2011 - September 2013
ProFormance Capital May 2010 - August 2010
Wells Fargo August 2006 - August 2007
Banana Republic May 2005 - August 2005
Skills
Accounting, General Ledger, Microsoft Excel, Accounts Payable, Finance, Account Reconciliation, SAP, Tax, Payroll, Outlook, Management, US GAAP, PowerPoint, Microsoft Office, Microsoft Word, Financial Reporting, Financial Analysis
Education
University of California, Irvine
Bachelors of Arts, Business Economics
Infineon Technologies October 2013 - Present
Infineon Technologies December 2011 - September 2013
ProFormance Capital May 2010 - August 2010
Wells Fargo August 2006 - August 2007
Banana Republic May 2005 - August 2005
Skills
Accounting, General Ledger, Microsoft Excel, Accounts Payable, Finance, Account Reconciliation, SAP, Tax, Payroll, Outlook, Management, US GAAP, PowerPoint, Microsoft Office, Microsoft Word, Financial Reporting, Financial Analysis
Education
University of California, Irvine
Bachelors of Arts, Business Economics
Adam Ratner's Wells Fargo Experience December 1997 - November 2002
Job Senior Private Client Advisor
Industry Financial Services
Experience
City National Bank March 2006 - Present
Wells Fargo December 1997 - November 2002
Skills
Wealth Management..., Wealth Management, Private Banking, Trusts, Portfolio Management, Investments, Investment Strategies, Investment Management, Investment Advisory, High Net Worth..., Financial Services, Estate Planning, Asset Allocation, Asset Management, Banking, Finance, Financial Planning
Education
University of San Diego School of Law 1990 — 1992
Master of Laws (LL.M.), Taxation
University of San Diego School of Law 1985 — 1988
Doctor of Law (J.D.)
University of California, Irvine 1980 — 1984
Bachelor of Arts (B.A.), Economics
City National Bank March 2006 - Present
Wells Fargo December 1997 - November 2002
Skills
Wealth Management..., Wealth Management, Private Banking, Trusts, Portfolio Management, Investments, Investment Strategies, Investment Management, Investment Advisory, High Net Worth..., Financial Services, Estate Planning, Asset Allocation, Asset Management, Banking, Finance, Financial Planning
Education
University of San Diego School of Law 1990 — 1992
Master of Laws (LL.M.), Taxation
University of San Diego School of Law 1985 — 1988
Doctor of Law (J.D.)
University of California, Irvine 1980 — 1984
Bachelor of Arts (B.A.), Economics
Brett Mansfield's Wells Fargo Experience 1989 - 2000
Job Business Banking Director at Citi
Industry Banking
Experience
Citi January 2012 - Present
Habitat For Humanity - Orange County, CA January 2009 - Present
Ocean Institute October 2008 - Present
Union Bank November 2009 - November 2011
Wachovia Bank September 2006 - November 2009
Citibank May 2000 - September 2006
Wells Fargo 1989 - 2000
Skills
Commercial Lending, Commercial Banking, Loans, Small Business Lending, Banking, Treasury Management, Cash Management, Commercial Mortgages, Consumer Lending, Credit, Credit Analysis, Credit Risk, Financial Analysis, Investments, Leadership, Management, Portfolio Management, Private Banking, Relationship Management, Risk Management, Strategic Planning, Team Management, Sales, Wealth Management
Education
University of California, Irvine 1984 — 1989
BA, Economics
Citi January 2012 - Present
Habitat For Humanity - Orange County, CA January 2009 - Present
Ocean Institute October 2008 - Present
Union Bank November 2009 - November 2011
Wachovia Bank September 2006 - November 2009
Citibank May 2000 - September 2006
Wells Fargo 1989 - 2000
Skills
Commercial Lending, Commercial Banking, Loans, Small Business Lending, Banking, Treasury Management, Cash Management, Commercial Mortgages, Consumer Lending, Credit, Credit Analysis, Credit Risk, Financial Analysis, Investments, Leadership, Management, Portfolio Management, Private Banking, Relationship Management, Risk Management, Strategic Planning, Team Management, Sales, Wealth Management
Education
University of California, Irvine 1984 — 1989
BA, Economics
Sharon Starkey Bramley's Wells Fargo Experience February 2010 - February 2011
Job IT Program Manager at Lowe's Companies, Inc.
Industry Retail
Experience
Lowe's Companies, Inc. August 2014 - Present
Bank of America February 2011 - July 2014
Wells Fargo February 2010 - February 2011
Wells Capital Management 2008 - 2010
My Customer Cards 2006 - 2010
Bramley Training 1997 - 2007
Moore & Van Allen, PLLC 1995 - 1997
ExecuTrain 1994 - 1995
CalComp Inc. 1988 - 1993
Skills
Sales, Project Management, Relationship Management, Leadership, Process Improvement, Credit, Banking, Financial Analysis, Risk Management, Finance, Loans, Business Analysis, Vendor Management, Financial Modeling, Strategy, Investments, Analysis, Management, Mortgage Lending, Change Management, Portfolio Management, Program Management, Strategic Planning, PCI DSS, Cyber-security, Tokenization, Encryption
Education
University of California, Irvine 1985 — 1989
BA
Lowe's Companies, Inc. August 2014 - Present
Bank of America February 2011 - July 2014
Wells Fargo February 2010 - February 2011
Wells Capital Management 2008 - 2010
My Customer Cards 2006 - 2010
Bramley Training 1997 - 2007
Moore & Van Allen, PLLC 1995 - 1997
ExecuTrain 1994 - 1995
CalComp Inc. 1988 - 1993
Skills
Sales, Project Management, Relationship Management, Leadership, Process Improvement, Credit, Banking, Financial Analysis, Risk Management, Finance, Loans, Business Analysis, Vendor Management, Financial Modeling, Strategy, Investments, Analysis, Management, Mortgage Lending, Change Management, Portfolio Management, Program Management, Strategic Planning, PCI DSS, Cyber-security, Tokenization, Encryption
Education
University of California, Irvine 1985 — 1989
BA
Olivia Nguyen, MA, CFE's Wells Fargo Experience December 2014 - Present
Job Business Applications at Wells Fargo
Industry Accounting
Experience
Wells Fargo December 2014 - Present
SidMas, Inc. March 2007 - Present
Wells Fargo April 2007 - August 2014
North Justice Center January 2008 - July 2008
Micro Center 2005 - 2007
Skills
Graphic Design, Microsoft Office, Web Design, Photoshop, PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Research, Windows, Social Networking, Illustrator, Brochures, Public Speaking, Project Management, Graphics, Layout, Adobe Acrobat, Adobe Creative Suite, Courts, Social Media, Logo Design, Criminal Justice
Education
Keller Graduate School of Management of DeVry University
Master's degree, Accounting emphasis CFE
University of California, Irvine 2005 — 2008
BA, Criminology
Wells Fargo December 2014 - Present
SidMas, Inc. March 2007 - Present
Wells Fargo April 2007 - August 2014
North Justice Center January 2008 - July 2008
Micro Center 2005 - 2007
Skills
Graphic Design, Microsoft Office, Web Design, Photoshop, PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Research, Windows, Social Networking, Illustrator, Brochures, Public Speaking, Project Management, Graphics, Layout, Adobe Acrobat, Adobe Creative Suite, Courts, Social Media, Logo Design, Criminal Justice
Education
Keller Graduate School of Management of DeVry University
Master's degree, Accounting emphasis CFE
University of California, Irvine 2005 — 2008
BA, Criminology
Eddie Kim's Wells Fargo Experience October 2006 - January 2012
Job Vice President, Business Banking
Industry Financial Services
Experience
Bank of America August 2013 - Present
ECCU January 2012 - August 2013
Wells Fargo October 2006 - January 2012
Wells Fargo September 2005 - September 2006
Wells Fargo September 2004 - September 2005
Wells Fargo September 2003 - September 2004
Skills
Underwriting, Commercial Banking, Business Relationship..., Direct Sales, Real Estate Financing, New Business Development, Outside Sales, Retail Banking, Commercial Lending, Loans, Small Business Lending, Credit, Consumer Lending, Banking, Credit Analysis, Lines Of Credit, Cash Management, Treasury Management, Relationship Management, Cross Selling, Financial Services, Asset Based Lending, Business Development, Sales Management, Sales, Credit Unions, Merchant Services, SBA, Mortgage Lending, Portfolio Management, Risk Management, Investments, Wealth Management, Financial Analysis
Education
University of California, Irvine 1998 — 2002
Bachelor, Economics
Bank of America August 2013 - Present
ECCU January 2012 - August 2013
Wells Fargo October 2006 - January 2012
Wells Fargo September 2005 - September 2006
Wells Fargo September 2004 - September 2005
Wells Fargo September 2003 - September 2004
Skills
Underwriting, Commercial Banking, Business Relationship..., Direct Sales, Real Estate Financing, New Business Development, Outside Sales, Retail Banking, Commercial Lending, Loans, Small Business Lending, Credit, Consumer Lending, Banking, Credit Analysis, Lines Of Credit, Cash Management, Treasury Management, Relationship Management, Cross Selling, Financial Services, Asset Based Lending, Business Development, Sales Management, Sales, Credit Unions, Merchant Services, SBA, Mortgage Lending, Portfolio Management, Risk Management, Investments, Wealth Management, Financial Analysis
Education
University of California, Irvine 1998 — 2002
Bachelor, Economics
Charles S Mutsalklisana, Ph D's Wells Fargo Experience November 2013 - Present
Job ADVANCED ANALYTICS CONS at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2013 - Present
Wells Fargo August 2013 - Present
Bank of America August 2012 - July 2013
Bank of America March 2011 - August 2012
Kaiser Permanente February 2010 - February 2011
University of California, Riverside 2003 - 2009
Washington Mutual Bank (Chase Bank) 2000 - 2003
Skills
SAS, Predictive Modeling, Predictive Analytics, Statistical Modeling, Data Analysis, Analytics, SAS programming, Data Mining, Statistics, Quantitative Analytics, Segmentation, Cognos, Business Analytics, Analysis, Forecasting, Financial Modeling, Marketing Analytics, Financial Analysis, Microsoft Excel, Data Warehousing, Data Management, SQL, Risk Management, Credit Risk, Strategy, Databases, CRM, SPSS, Time Series Analysis, Portfolio Management, Financial Risk, Economics, Banking, Econometrics, Program Management, Teradata, Business Intelligence, SAS Programming, VBA
Education
University of California, Riverside 2003 — 2011
Doctor of Philosophy (PhD), Economics with a specialization in Econometrics and Macroeconomics
University of California, Irvine 1992 — 1997
Bachelors of Science, Mathematics, specialization in Statistics
Wells Fargo November 2013 - Present
Wells Fargo August 2013 - Present
Bank of America August 2012 - July 2013
Bank of America March 2011 - August 2012
Kaiser Permanente February 2010 - February 2011
University of California, Riverside 2003 - 2009
Washington Mutual Bank (Chase Bank) 2000 - 2003
Skills
SAS, Predictive Modeling, Predictive Analytics, Statistical Modeling, Data Analysis, Analytics, SAS programming, Data Mining, Statistics, Quantitative Analytics, Segmentation, Cognos, Business Analytics, Analysis, Forecasting, Financial Modeling, Marketing Analytics, Financial Analysis, Microsoft Excel, Data Warehousing, Data Management, SQL, Risk Management, Credit Risk, Strategy, Databases, CRM, SPSS, Time Series Analysis, Portfolio Management, Financial Risk, Economics, Banking, Econometrics, Program Management, Teradata, Business Intelligence, SAS Programming, VBA
Education
University of California, Riverside 2003 — 2011
Doctor of Philosophy (PhD), Economics with a specialization in Econometrics and Macroeconomics
University of California, Irvine 1992 — 1997
Bachelors of Science, Mathematics, specialization in Statistics
Cavis Carpenter's Wells Fargo Experience June 2007 - June 2011
Job Plumbing Designer at PanPacific Mechanical
Industry Mechanical or Industrial Engineering
Experience
Pan-Pacific Mechanical May 2015 - Present
GEO Inc. January 2011 - Present
GEO Inc. January 2012 - March 2014
GEO Inc. February 2011 - January 2012
Wells Fargo June 2007 - June 2011
UC Irvine 2005 - 2010
UCI ENGINEERING DESIGN September 2009 - December 2009
Hinger Engineering May 2008 - December 2008
UCI DIV I MENS WATER POLO August 2005 - June 2007
Skills
Matlab, Solidworks, Engineering, Microsoft Office, Project Management, Labview, Microsoft Excel, Renewable Energy, Risk Management, Data Analysis, Program Management, Microsoft Word, Proposal Writing, PowerPoint, AutoCAD
Education
University of California, Irvine 2005 — 2010
Bachelor of Science (B.S.), Mechanical Engineering
Pan-Pacific Mechanical May 2015 - Present
GEO Inc. January 2011 - Present
GEO Inc. January 2012 - March 2014
GEO Inc. February 2011 - January 2012
Wells Fargo June 2007 - June 2011
UC Irvine 2005 - 2010
UCI ENGINEERING DESIGN September 2009 - December 2009
Hinger Engineering May 2008 - December 2008
UCI DIV I MENS WATER POLO August 2005 - June 2007
Skills
Matlab, Solidworks, Engineering, Microsoft Office, Project Management, Labview, Microsoft Excel, Renewable Energy, Risk Management, Data Analysis, Program Management, Microsoft Word, Proposal Writing, PowerPoint, AutoCAD
Education
University of California, Irvine 2005 — 2010
Bachelor of Science (B.S.), Mechanical Engineering
Ali Boloorian's Wells Fargo Experience August 2013 - Present
Job Certified Residential Appraiser at Wells Fargo
Industry Real Estate
Experience
Wells Fargo August 2013 - Present
Alliance Appraisal Source June 1998 - August 2013
Skills
Real Estate, Investments, Investment Properties, Appraisals, Real Estate Tax Appeals, Short Sales, Sellers, REO, Foreclosures, Single Family Homes, Condos, Residential Homes, First Time Home Buyers, Relocation, Education, Higher Education, Adult Education, E-Learning, E-learning Modules, E-learning..., E-Learning Consulting, Economics, Curriculum Design, Academic Administration
Education
Trinity Law School 2011 — 2014
University of California, Irvine 2007 — 2008
Teaching Credential
University of California, Santa Cruz 2002 — 2004
Master's degree, Applied Economics & Finance
University of California, Irvine 1996 — 2001
Bachelor of Science (BS), Mathematics
University of California, Irvine 1996 — 2001
Bachelor of Arts (B.A.), Economics
Wells Fargo August 2013 - Present
Alliance Appraisal Source June 1998 - August 2013
Skills
Real Estate, Investments, Investment Properties, Appraisals, Real Estate Tax Appeals, Short Sales, Sellers, REO, Foreclosures, Single Family Homes, Condos, Residential Homes, First Time Home Buyers, Relocation, Education, Higher Education, Adult Education, E-Learning, E-learning Modules, E-learning..., E-Learning Consulting, Economics, Curriculum Design, Academic Administration
Education
Trinity Law School 2011 — 2014
University of California, Irvine 2007 — 2008
Teaching Credential
University of California, Santa Cruz 2002 — 2004
Master's degree, Applied Economics & Finance
University of California, Irvine 1996 — 2001
Bachelor of Science (BS), Mathematics
University of California, Irvine 1996 — 2001
Bachelor of Arts (B.A.), Economics
Brian Nguy's Wells Fargo Experience August 2010 - November 2013
Job Relationships Matter
Industry Banking
Experience
Esquire Distribution Inc. November 2013 - Present
Wells Fargo August 2010 - November 2013
ProFormance Capital November 2009 - August 2010
GMR Marketing April 2009 - August 2010
ING- SANTA ANA January 2010 - March 2010
ProFormance Capital November 2008 - November 2009
Skills
Business Relationship..., Negotiation, Dispute Resolution, Account Management, Finance, Investments, Sales, Financial Services, Marketing, Investment Banking, Lead Generation, Banking, Microsoft Office, Management, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Leadership, Social Media Marketing, Financial Analysis
Education
University of California, Irvine 2004 — 2009
B.A, Economics
Esquire Distribution Inc. November 2013 - Present
Wells Fargo August 2010 - November 2013
ProFormance Capital November 2009 - August 2010
GMR Marketing April 2009 - August 2010
ING- SANTA ANA January 2010 - March 2010
ProFormance Capital November 2008 - November 2009
Skills
Business Relationship..., Negotiation, Dispute Resolution, Account Management, Finance, Investments, Sales, Financial Services, Marketing, Investment Banking, Lead Generation, Banking, Microsoft Office, Management, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Leadership, Social Media Marketing, Financial Analysis
Education
University of California, Irvine 2004 — 2009
B.A, Economics
Parham Saadat's Wells Fargo Experience November 2003 - August 2004
Job Registered Dental Hygienist at Advanced Aguora Dentistry
Industry Medical Practice
Experience
Advanced Aguora Dentistry February 2013 - Present
Sid Solomon, DDS; Center for Cosmetic Dentistry October 2012 - Present
Lucky Lingerie January 2000 - Present
Gary M. Piroutek, DDS; General Dentistry 2012 - 2012
John E. Moreno, DMD; Cosmetic and General Dentistry 2012 - 2012
Arash Hakhamian, DDS; AAA Dental Centers 2012 - 2012
Monica Mossanejed, DDS; Tarzana Smile Design 2012 - 2012
Wells Fargo November 2003 - August 2004
Hepp's Pharmacy September 2001 - September 2002
Skills
Dentistry, Dental Hygiene, Healthcare, Customer Service, Cpr Certified, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel, Patient Education, Teamwork, Radiography, Negotiation, Research, Health Education, Business Strategy, Business Analysis
Education
West Coast University 2009 — 2011
Bachelor of Science (BS), Dental Hygiene/Hygienist
UCI 2004 — 2006
Bachelor of Arts (B.A.), History
Advanced Aguora Dentistry February 2013 - Present
Sid Solomon, DDS; Center for Cosmetic Dentistry October 2012 - Present
Lucky Lingerie January 2000 - Present
Gary M. Piroutek, DDS; General Dentistry 2012 - 2012
John E. Moreno, DMD; Cosmetic and General Dentistry 2012 - 2012
Arash Hakhamian, DDS; AAA Dental Centers 2012 - 2012
Monica Mossanejed, DDS; Tarzana Smile Design 2012 - 2012
Wells Fargo November 2003 - August 2004
Hepp's Pharmacy September 2001 - September 2002
Skills
Dentistry, Dental Hygiene, Healthcare, Customer Service, Cpr Certified, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel, Patient Education, Teamwork, Radiography, Negotiation, Research, Health Education, Business Strategy, Business Analysis
Education
West Coast University 2009 — 2011
Bachelor of Science (BS), Dental Hygiene/Hygienist
UCI 2004 — 2006
Bachelor of Arts (B.A.), History
Reza Sarem Aslani's Wells Fargo Experience August 2013 - Present
Job Vice President, Business Development / Commercial Lending
Industry Financial Services
Experience
Wells Fargo August 2013 - Present
Wells Fargo October 2009 - August 2013
Wells Fargo October 2005 - October 2009
Wells Fargo December 2002 - October 2005
Skills
Consumer Lending, Commercial Lending, Life & Health Insurance..., Loans, Credit, Small Business Lending, Investments, Residential Mortgages, Estate Planning, Personal Financial..., Asset Based Lending, Securities Lending, Real Estate Lending, Private Banking, Management, Bank Management, Building High..., Series 63, Portfolio Management, Banking, Wealth Management, Mortgage Lending, Uniform Combined State..., Commercial Banking, Wealth, Cash Management, Commercial Mortgages, Branch Management, Insurance, SBA, Real Estate Financing, Deposits, Retirement Planning, Mortgage Banking, High Net Worth..., Loan Origination, Wealth Management..., Series 7, Credit Analysis, Investment Advisory, Financial Services, Treasury Management, Home Equity Lines of..., Home Equity, 401k, Retail Banking, Lines Of Credit, Financial Advisory, Relationship Management, Commercial Real Estate
Education
University of California, Irvine 1997 — 2002
BA, International Studies/ Minor in Management
Licenses
Securities Licences, Series 7, 66
Wells Fargo August 2013 - Present
Wells Fargo October 2009 - August 2013
Wells Fargo October 2005 - October 2009
Wells Fargo December 2002 - October 2005
Skills
Consumer Lending, Commercial Lending, Life & Health Insurance..., Loans, Credit, Small Business Lending, Investments, Residential Mortgages, Estate Planning, Personal Financial..., Asset Based Lending, Securities Lending, Real Estate Lending, Private Banking, Management, Bank Management, Building High..., Series 63, Portfolio Management, Banking, Wealth Management, Mortgage Lending, Uniform Combined State..., Commercial Banking, Wealth, Cash Management, Commercial Mortgages, Branch Management, Insurance, SBA, Real Estate Financing, Deposits, Retirement Planning, Mortgage Banking, High Net Worth..., Loan Origination, Wealth Management..., Series 7, Credit Analysis, Investment Advisory, Financial Services, Treasury Management, Home Equity Lines of..., Home Equity, 401k, Retail Banking, Lines Of Credit, Financial Advisory, Relationship Management, Commercial Real Estate
Education
University of California, Irvine 1997 — 2002
BA, International Studies/ Minor in Management
Licenses
Securities Licences, Series 7, 66
Jack Tran's Wells Fargo Experience January 2014 - October 2014
Job Private Client Advisor for J.P. Morgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
Wells Fargo January 2014 - October 2014
JPMorgan Chase February 2011 - January 2014
Wells Fargo Home Mortgage September 2008 - February 2011
WaMu July 2006 - September 2008
Washington Mutual December 2003 - July 2006
Education
University of California, Irvine 2001 — 2013
J.P. Morgan October 2014 - Present
Wells Fargo January 2014 - October 2014
JPMorgan Chase February 2011 - January 2014
Wells Fargo Home Mortgage September 2008 - February 2011
WaMu July 2006 - September 2008
Washington Mutual December 2003 - July 2006
Education
University of California, Irvine 2001 — 2013
Cindy Engelbrecht, CRCM, CAMS's Wells Fargo Experience 1999 - 2001
Job Regulatory Compliance at Union Bank
Industry Banking
Experience
First Republic Bank September 2014 - Present
Union Bank January 2012 - September 2014
Union Bank January 2008 - May 2011
Federal Reserve Bank of San Francisco 2003 - 2005
KPMG 2001 - 2003
Wells Fargo 1999 - 2001
Federal Reserve Bank of San Francisco 1995 - 1998
Office of the Comptroller of the Currency 1993 - 1995
Skills
Banking, Financial Risk, AML, Risk Management, Credit Risk, KYC, Mortgage Lending, Capital Markets, Portfolio Management, Fraud, Treasury Management, Loans, Credit Cards, Credit, Operational Risk, Operational Risk..., Securities, Commercial Lending, Sarbanes-Oxley Act, Basel II, Financial Institutions, Consumer Lending, Auditing, Process Improvement, Governance, Due Diligence, Financial Services, Relationship Management, Internal Audit, Fixed Income, Retail Banking, USA PATRIOT Act
Education
University of California, Irvine
BA
University of Southern California
MBA
First Republic Bank September 2014 - Present
Union Bank January 2012 - September 2014
Union Bank January 2008 - May 2011
Federal Reserve Bank of San Francisco 2003 - 2005
KPMG 2001 - 2003
Wells Fargo 1999 - 2001
Federal Reserve Bank of San Francisco 1995 - 1998
Office of the Comptroller of the Currency 1993 - 1995
Skills
Banking, Financial Risk, AML, Risk Management, Credit Risk, KYC, Mortgage Lending, Capital Markets, Portfolio Management, Fraud, Treasury Management, Loans, Credit Cards, Credit, Operational Risk, Operational Risk..., Securities, Commercial Lending, Sarbanes-Oxley Act, Basel II, Financial Institutions, Consumer Lending, Auditing, Process Improvement, Governance, Due Diligence, Financial Services, Relationship Management, Internal Audit, Fixed Income, Retail Banking, USA PATRIOT Act
Education
University of California, Irvine
BA
University of Southern California
MBA
Andrew Tung's Wells Fargo Experience April 2010 - April 2013
Job Software Engineer at Kareo
Industry Computer Software
Experience
Kareo May 2013 - Present
Wells Fargo April 2010 - April 2013
Microsoft June 2008 - September 2008
Skills
C#, AngularJS, Bower, Grunt, Java, Web Services, Microsoft SQL Server, SDLC, SQL, Agile Methodologies, Python, jQuery, WCF, Oracle PL/SQL..., IIS, JSON, XML
Education
University of California, Irvine 2004 — 2009
Bachelor of Science (BS), Computer Science
Kareo May 2013 - Present
Wells Fargo April 2010 - April 2013
Microsoft June 2008 - September 2008
Skills
C#, AngularJS, Bower, Grunt, Java, Web Services, Microsoft SQL Server, SDLC, SQL, Agile Methodologies, Python, jQuery, WCF, Oracle PL/SQL..., IIS, JSON, XML
Education
University of California, Irvine 2004 — 2009
Bachelor of Science (BS), Computer Science
Cherise Bryant's Wells Fargo Experience April 2011 - 2012
Job
Industry Recreational Facilities and Services
Experience
Cardio Barre La Jolla July 2012 - February 2014
YMCA August 2012 - December 2013
Wells Fargo April 2011 - 2012
Holland America Line December 2002 - May 2010
Education
University of California, Irvine
Dance, International Studies
Cardio Barre La Jolla July 2012 - February 2014
YMCA August 2012 - December 2013
Wells Fargo April 2011 - 2012
Holland America Line December 2002 - May 2010
Education
University of California, Irvine
Dance, International Studies
Roy Zamarripa's Wells Fargo Experience March 2011 - September 2011
Job Project Coordinator at Partner Engineering & Science, Inc.
Industry Accounting
Experience
Partner Engineering & Science, Inc. December 2013 - Present
EnGenius Technologies October 2011 - December 2013
Wells Fargo March 2011 - September 2011
Wells Fargo July 2010 - March 2011
Pappy's Fine Food May 2009 - July 2010
Tera Fresh, LLC. May 2008 - August 2008
Skills
Marketing, Sales, Customer Service, CRM, Salesforce.com, Invoicing, Microsoft Excel, Account Management, Accounts Payable, Customer Satisfaction, Finance
Education
University of California, Irvine 2005 — 2009
B.A., Political Science
Partner Engineering & Science, Inc. December 2013 - Present
EnGenius Technologies October 2011 - December 2013
Wells Fargo March 2011 - September 2011
Wells Fargo July 2010 - March 2011
Pappy's Fine Food May 2009 - July 2010
Tera Fresh, LLC. May 2008 - August 2008
Skills
Marketing, Sales, Customer Service, CRM, Salesforce.com, Invoicing, Microsoft Excel, Account Management, Accounts Payable, Customer Satisfaction, Finance
Education
University of California, Irvine 2005 — 2009
B.A., Political Science
Colleen Kim's Wells Fargo Experience January 2009 - July 2010
Job Associate at Union Bank
Industry Banking
Experience
Union Bank August 2010 - Present
Wells Fargo January 2009 - July 2010
Skills
Banking
Education
University of California, Irvine 2006 — 2008
Union Bank August 2010 - Present
Wells Fargo January 2009 - July 2010
Skills
Banking
Education
University of California, Irvine 2006 — 2008
Kourtney Callen's Wells Fargo Experience December 2010 - June 2011
Job Commercial Insurance Account Representative
Industry Insurance
Experience
Wells Fargo Insurance Services October 2013 - Present
Excelsure Insurance Services June 2012 - June 2013
U-PIC Shipping Insurance July 2011 - June 2012
Wells Fargo December 2010 - June 2011
SnuggBuds Headset June 2009 - October 2010
Education
University of California, Irvine
B.A, Business Economics
Thousand Oaks High School
High School Diploma
Wells Fargo Insurance Services October 2013 - Present
Excelsure Insurance Services June 2012 - June 2013
U-PIC Shipping Insurance July 2011 - June 2012
Wells Fargo December 2010 - June 2011
SnuggBuds Headset June 2009 - October 2010
Education
University of California, Irvine
B.A, Business Economics
Thousand Oaks High School
High School Diploma
Esther Ahn's Wells Fargo Experience January 2013 - October 2013
Job CG Associate
Industry Investment Management
Experience
Capital Group 2013 - Present
Wells Fargo January 2013 - October 2013
KidWorks Community Development Corporation 2010 - 2011
NewSong Church September 2009 - June 2010
NewSong Church September 2009 - June 2010
NewSong Church November 2009 - January 2010
Le Diplomate Cafe March 2009 - June 2009
Skills
Proficient in Korean, Computer Proficiency, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Social Media, Youth Mentoring, Interpersonal..., Tutoring, Facebook, Leadership, Community Outreach, Event Management, Time Management, Volunteer Management, Public Speaking, Fundraising, Event Planning, Nonprofits, Customer Service
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts (BA), East Asian Studies
University of California, Irvine 2007 — 2011
Minor in Education, Education
Capital Group 2013 - Present
Wells Fargo January 2013 - October 2013
KidWorks Community Development Corporation 2010 - 2011
NewSong Church September 2009 - June 2010
NewSong Church September 2009 - June 2010
NewSong Church November 2009 - January 2010
Le Diplomate Cafe March 2009 - June 2009
Skills
Proficient in Korean, Computer Proficiency, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Social Media, Youth Mentoring, Interpersonal..., Tutoring, Facebook, Leadership, Community Outreach, Event Management, Time Management, Volunteer Management, Public Speaking, Fundraising, Event Planning, Nonprofits, Customer Service
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts (BA), East Asian Studies
University of California, Irvine 2007 — 2011
Minor in Education, Education
Mychall Pagulayan's Wells Fargo Experience April 2008 - Present
Job Personal Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2008 - Present
St. Joseph Hospital April 2004 - May 2007
Education
University of California, Irvine 2006 — 2011
Bachelor of Science (B.S.)
Wells Fargo April 2008 - Present
St. Joseph Hospital April 2004 - May 2007
Education
University of California, Irvine 2006 — 2011
Bachelor of Science (B.S.)
Nathan Wong's Wells Fargo Experience July 2015 - Present
Job Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Wells Fargo August 2012 - July 2015
Provident Funding Associates L.P. June 2009 - August 2012
Merrill Lynch September 2008 - December 2008
Education
University of California, Irvine 2005 — 2009
Bachelor's degree, Economics
Wells Fargo July 2015 - Present
Wells Fargo August 2012 - July 2015
Provident Funding Associates L.P. June 2009 - August 2012
Merrill Lynch September 2008 - December 2008
Education
University of California, Irvine 2005 — 2009
Bachelor's degree, Economics
Foong Teoh's Wells Fargo Experience August 2014 - Present
Job Branch Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
Wells Fargo March 2014 - August 2014
Wells Fargo February 2013 - March 2014
Bloomingdale's September 2010 - February 2013
Banana republic June 2008 - September 2010
Skills
Sales, Customer Service, Visual Merchandising, Merchandising, Retail
Education
University of California, Irvine 2004 — 2008
Bachelor of Science (BS), Sociology
Wells Fargo August 2014 - Present
Wells Fargo March 2014 - August 2014
Wells Fargo February 2013 - March 2014
Bloomingdale's September 2010 - February 2013
Banana republic June 2008 - September 2010
Skills
Sales, Customer Service, Visual Merchandising, Merchandising, Retail
Education
University of California, Irvine 2004 — 2008
Bachelor of Science (BS), Sociology
Amy Zhuang's Wells Fargo Experience December 2006 - Present
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2006 - Present
Indymac Bank May 2005 - December 2006
East West Bank July 2003 - May 2005
Education
Commercial Banking School by California Banker Association 2003 — 2004
Yale University 2001 — 2003
Master of Arts (M.A.), Economics
University of California, Irvine 1997 — 2001
Bachelor's degrees, Economics, Chemistry and Mathematics
Hefei
Wells Fargo December 2006 - Present
Indymac Bank May 2005 - December 2006
East West Bank July 2003 - May 2005
Education
Commercial Banking School by California Banker Association 2003 — 2004
Yale University 2001 — 2003
Master of Arts (M.A.), Economics
University of California, Irvine 1997 — 2001
Bachelor's degrees, Economics, Chemistry and Mathematics
Hefei
Chad Fontenot's Wells Fargo Experience 2008 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo 2008 - Present
Palace Entertainment 2004 - 2008
Education
University of California, Irvine 2012 — 2014
Bachelor of Arts (B.A.), Economics
Wells Fargo 2008 - Present
Palace Entertainment 2004 - 2008
Education
University of California, Irvine 2012 — 2014
Bachelor of Arts (B.A.), Economics
Mina Zadeh's Wells Fargo Experience
Job Service manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo
Skills
Customer Service, Banking, Sales, Process Improvement, Microsoft Office, Microsoft Excel, Risk Management, Microsoft Word, Credit, Team Building
Education
University of California, Irvine 2009 — 2011
Bachelor of Arts (B.A.), Psychology
Wells Fargo
Skills
Customer Service, Banking, Sales, Process Improvement, Microsoft Office, Microsoft Excel, Risk Management, Microsoft Word, Credit, Team Building
Education
University of California, Irvine 2009 — 2011
Bachelor of Arts (B.A.), Psychology
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank