Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Salaries. You can even request information on how much does Wells Fargo pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo directly from the past employees.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Kaiser Permanente December 2014 - Present
AssetMark June 2014 - October 2014
Hospital Council of Northern & Central California May 2013 - May 2014
Hospital Council of Northern & Central California August 2012 - May 2013
Mount Diablo Unified School District February 2012 - October 2012
Wells Fargo May 2010 - September 2011
Mount Diablo Unified School District 2008 - 2010
CMG Appraisals 2006 - 2010
Wells Fargo 1996 - 1998
KTVU 1996 - 1997
Skills
Editing, Writing, Corporate Communications, Proofreading, Internal Communications, Marketing Communications, Event Planning, Event Management, Strategic Communications, Program Management, Research, Management, Marketing, Strategic Planning, Administrative..., Outstanding verbal, Project Planning, Budgets, Quick Thinker, Project Management, Microsoft Office, Events Coordination, Customer Service, Public Speaking, Public Relations, Cross-functional Team..., Training, Process Scheduler
Education
University of Santo Tomas 1992 — 1996
B.A.
Cast and Crew Payroll LLC April 2012 - May 2015
Terranea Resort October 2011 - March 2012
Portofino Hotel and Yacht Club June 2010 - October 2011
Quigley-Simpson February 2008 - September 2009
Wells Fargo January 2004 - December 2007
Skills
Accounts Payable, Accounting, Payroll, Accounts Receivable, Bank Reconciliation, Banking, General Ledger, Account Reconciliation, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, QuickBooks, Journal Entries, Cash Management, MS Excel Pivot Tables, Vlookup
Education
University of Santo Tomas
Bachelor's degree, Accounting
Wells Fargo December 1997 - Present
Skills
Banking, Credit, Loans, Financial Analysis, Portfolio Management, Customer Service, Investments, Credit Analysis, Commercial Banking, Strategic Planning, Retail Banking, Sales, Finance, Microsoft Excel, Outlook
Education
University of San Francisco 1989 — 1991
Master of Business Administration (M.B.A.), International Business
University of San Francisco 1985 — 1989
Bachelor of Business Administration (BBA), Finance & Economics
University of San Francisco August 2015 - Present
University of San Francisco August 2015 - Present
University of San Francisco School of Management January 2014 - Present
PwC June 2015 - August 2015
Wells Fargo January 2015 - May 2015
University of San Francisco-Learning and Writing Center September 2013 - May 2014
University of San Francisco March 2013 - May 2013
ING July 2012 - July 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Teamwork, Public Speaking, Data Analysis, Mandarin, Cantonese, Finance, Tableau, Aura, Java, Customer Service
Education
University of San Francisco 2012 — 2016
Accounting and Finance
Macau University of Science and Technology 2011 — 2012
Wells Fargo March 2006 - Present
Irwin Home Equity June 1999 - March 2006
Skills
Business Intelligence, Databases, Data Warehousing, SDLC, Financial Services, Vendor Management
Education
University of San Francisco 2003 — 2005
Bachelor of Science (BS), Information Technology
Wells Fargo Bank October 2010 - Present
Wells Fargo February 2008 - September 2010
CitiBank June 2006 - January 2008
CitiMortgage January 2005 - May 2006
TAZIAN ASSOCIATES April 2005 - April 2006
H&S FINE JEWELRY June 2000 - June 2005
Skills
Financial Analysis, Finance, SQL, Financial Modeling, Analysis, Data Analysis, Microsoft Excel, Management, Credit Analysis, Banking, Loan Origination, Investments, Access, Business Analysis, Credit, Loans, Strategic Planning, Quality Assurance, Strategy, Training, Sales, Business Development, Microsoft Word, Performance Management, Accounting, Mortgage Lending, Negotiation, Real Estate, Portfolio Management, FHA, Asset Management, Business Process, Risk Management, Financial Services, Mortgage Banking, Project Management, SharePoint
Education
University of San Francisco - Masagung Graduate School of Management 2008 — 2010
MBA, Finance, General
University of San Francisco 2002 — 2003
BA, Marketing
Wells Fargo June 2004 - Present
Safeway, Inc. April 1998 - April 2004
InPower, Inc. January 1987 - January 1993
Skills
Project Portfolio..., Vendor Management, Team Building, Business Process..., PMO, Leadership, SDLC, Business Analysis, Business Requirements, Program Management, Risk Management, Software Project..., Microsoft Project
Education
University of San Francisco 1975 — 1979
BS, Accounting
MC-Five Mile October 2014 - Present
Wells Fargo June 2007 - October 2014
Cushman & Wakefield July 2004 - May 2007
Wells Fargo February 2003 - July 2004
Skills
Real Estate, Series 7, Loans, Portfolio Management, Due Diligence, Financial Analysis, Loan Origination, Commercial Real Estate, Banking, Commercial Mortgages, Credit, Real Estate Economics
Education
University of San Francisco 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Iolani High School
Wells Fargo Advisors, LLC October 2011 - Present
Wells Fargo February 2011 - October 2011
Edward Jones July 2009 - February 2011
Education
University of San Francisco
BA, Business Administration
Materia December 2014 - Present
New Homestead Media July 2013 - Present
Wells Fargo Bank January 2010 - July 2013
Wells Fargo Bank March 2007 - January 2010
Wells Fargo July 2004 - March 2007
Asqew Grill 1999 - 2003
Education
University of San Francisco 1999 — 2003
BA, Development Economics
Huntington Beach High School 1996 — 1999
Wells Fargo January 2004 - Present
IT consultant Self Employed August 1989 - December 2004
Skills
COBOL, JCL, CICS, DB2, VSAM, Endeavor, Mainframe, WebSphere
Education
University of Santo Tomas 1969 — 1973
Bachelor of Engineering (B.Eng.), Electronics and Communications Engineering
Ramon Magsaysay (Cubao) High School 1964 — 1968
LT Security Inc. May 2014 - Present
Wells Fargo November 2013 - May 2014
Bank of China June 2011 - July 2012
Agricultural Bank of China July 2009 - April 2011
Skills
Bloomberg, Financial Analysis, Financial Modeling, Financial Services, Economics, Data Analysis, Financial Statement..., Financial Reporting, Stata, Valuation, Portfolio Management, Social Networking, Analysis, Wealth Management, Corporate Finance, Strategy, Microsoft Excel
Education
University of San Francisco 2012 — 2013
Master of Science (MS), Financial Analysis, 3.8
University of Science and Technology of China 2011 — 2012
Master of Business Administration (MBA), Finance, General
Wells Fargo June 2013 - Present
CSE Insurance Group December 2011 - May 2013
Wells Fargo July 2011 - December 2011
Wells Fargo April 2010 - July 2011
Fremont Bank February 2009 - January 2010
Washington Mutual December 2007 - January 2009
Washington Mutual Card Services November 2006 - December 2007
Kraft Foods Group May 2006 - October 2006
Kraft Foods Group March 2004 - May 2006
Kraft Foods Group February 2003 - March 2004
Skills
Supply Chain Management, Logistics, Vendor Management, Creative Management, Managing Agency..., Direct Marketing, Web Project Management, Web Content Management, Cross-functional Team..., Product Management, CRM, Digital Marketing, Strategy, SEM, Supply Chain, Marketing Strategy, Social Media Marketing, Marketing, Online Advertising, Marketing Management, Social Media, Multi-channel Marketing, Direct Mail, Creative Direction, Marketing Communications, Brand Awareness, Management, Leadership, Product Development, Process Improvement, Brand Development, Campaign Management
Education
University of San Francisco 1998 — 2002
B.S., Marketing
Lowell High School 1994 — 1998
Comerica Bank October 2011 - Present
First Republic Bank January 2006 - May 2011
First Republic Bank January 2002 - January 2006
Wells Fargo 2000 - January 2002
Skills
Banking, Finance, Relationship Management, Investments, Management, Commercial Lending, Wealth Management, Business Development, Cash Management, Sales, Cross Selling, Human Resources, Treasury Management, Marketing, Branch Banking, Securities, Financial Analysis, residential lending, Commercial Banking, Small Business Lending, Loans, Mortgage Lending
Education
University of San Francisco 1994 — 1998
Bachelor of Arts, Exercise and Sports Science
Homestead High School
Wells Fargo May 2010 - Present
Metropolitan Bank & Trust Company October 2005 - December 2008
Metropolitan Bank & Trust Company June 2005 - October 2005
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Photoshop
Education
University of San Jose - Recoletos 2001 — 2005
Bachelor of Science (BS), Accounting and Business/Management, B+
if(we) February 2011 - Present
Pacific Western Bank July 2008 - November 2010
Wells Fargo April 2006 - July 2008
Skills
Customer Service, Employee Training, Legal Compliance, Social Media, Microsoft Office, Customer Satisfaction, Social Networking, Training, Leadership
Education
University of San Francisco 2001 — 2005
Bachelor of Arts (BA), Communication, General
Triangle Forest August 2011 - Present
Stay in the Game January 2011 - Present
Stearns Lending December 2008 - May 2011
Bank of America August 2005 - December 2007
Bank of America May 1993 - October 2000
Wells Fargo January 1991 - May 1993
Skills
Management, Sales, Selling, Marketing, New Business Development, Training, Strategic Planning, Human Resources, Finance, Small Business, Real Estate, Marketing Strategy, Public Relations, Business Development, Credit, Leadership, Sales Operations, Process Improvement, Business Planning, Account Management, Operations Management, Advertising, Budgets, Project Planning, Start-ups, Underwriting, Project Management, Negotiation, Financial Analysis, Executive Management
Education
Training in Corporate America! 1995 — 2007
Producing Results with Others (Social Styles) -Tracomm Corp, Strategic Selling-Dennis Black Associates via BofA
University of San Francisco 1981 — 1985
Bachelor of Science (B.S.), Finance, General
Wells Fargo January 2013 - Present
Joe's Ice Cream August 2010 - February 2014
Ridgewells Catering July 2012 - July 2012
TCBY April 2007 - June 2009
Skills
Leadership, Management, Sales, Customer Satisfaction, Finance, Food, Food Service, Financial Services, Restaurants, Food & Beverage, Retail, Customer Service, Chinese, Japanese
Education
University of San Francisco 2009 — 2013
Bachelor of Science (BS), International Business
Kaimuki High School 2007 — 2009
High School Diploma
LPL Financial 2010 - Present
ADP 2004 - 2010
Charles Schwab 1991 - 2004
Wells Fargo 1995 - 1996
Skills
Strategic Planning, Financial Services, Management, Strategy, Business Development, Leadership, Start-ups, Strategic Partnerships, Investments, Business Strategy, Mergers & Acquisitions, Portfolio Management, Executive Management, Marketing Strategy, Asset Management, Marketing, Financial Advisory, Series 7
Education
Yale University - Yale School of Management 1993 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
University of San Francisco
Bachelor's degree, Business Administration and Management, General
Wells Fargo March 2011 - Present
Wells Fargo April 2009 - March 2011
Wells Fargo Bank January 2007 - March 2009
Wells Fargo June 2002 - December 2006
Skills
Real Estate Transactions, Debt Restructuring, Risk Management, Team Leadership, Team Oriented, Independent, Commercial Lending, Corporate Finance, Accounting, Work Under Pressure, Financial Modeling, Presenter, Fluent in French, Microsoft Office, Argus, Team Management, Management, Professional Mentoring, Whole House Renovations, DIY
Education
University of San Diego 1998 — 2002
BBA, Finance, Accounting, IT, Computer Science
Wells Fargo July 2011 - Present
The Springston-Burwell Household December 2008 - November 2012
Wells Fargo April 1986 - July 2011
Skills
Customer Service, Banking, Risk Management, Microsoft Office, Non-profits, Management, Microsoft Excel, Research
Education
University of San Francisco 1974 — 1978
BA, Sociology
Lucia’s Place Assisted Living August 2014 - June 2015
Charles Schwab 2014 - 2014
Wells Fargo December 2012 - June 2013
Blue Shield of California December 2007 - July 2011
Kaiser Permanente February 1999 - October 2007
Skills
Business Intelligence, SDLC, SQL, Business Analysis, SAS, Oracle, Unix, Analysis, DB2, SAS programming, Mainframe, Data Warehousing, ETL, Management, Business Objects, Data Analysis, Program Management
Education
University of San Francisco 1993 — 1996
BA, Public Administration
American River College 1987 — 1990
AA, Accounting
Marine Corps Communications and Electronics School 1982 — 1982
Certificate, Field Radio Operator Course
Wells Fargo September 2014 - Present
Teespring August 2014 - September 2014
Sincere Safe & Credit Public Accounting Firm January 2014 - June 2014
San Francisco Bay Area Regional Center October 2013 - December 2013
Glass Lewis & Co. April 2013 - June 2013
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Finance, Microsoft Word, Financial Accounting, Team Leadership, Statistics, Financial Reporting, Teamwork, Time Management, Managerial Finance, Data Analysis, Research, Mandarin, Nonprofits
Education
University of San Francisco 2012 — 2012
Master's degree, Financial Analysis
Beijing Normal University 2008 — 2011
Bachelor's degree, Finance
Resilience: Birthright October 2012 - Present
Climate Reality Project 2012 - Present
Miss Alameda Says Compost! 2011 - Present
M.A.S.C. "Miss Alameda Says Compost!" June 2010 - Present
Recycle Woman February 2010 - Present
University of San Francisco March 2005 - July 2007
Wells Fargo February 2004 - March 2005
Skills
Ballet: Pointe, Modeling, Acting, Environmental Awareness, Film, Music, Film Production, Leadership, Entertainment, Environmental Issues, Comedy, Feature Films, Marketing, Short Films, Producing, Television, Video Production, Post Production, Blogging, Video, Climate Change, Social Media, Public Speaking, Community Outreach, Event Planning
Education
University of San Francisco 2002 — 2007
BA, Business, Performing Arts, Economics, Philosophy, Ethics
Wells Fargo May 2012 - Present
Minnesota Public Radio January 2008 - Present
Capitol Records January 2006 - Present
Aware Records October 2002 - Present
Wells Fargo January 2011 - May 2012
Wells Fargo October 2007 - January 2011
CMJ Music Marathon 2008 - 2011
Wells Fargo August 2006 - October 2007
Wells Fargo September 2005 - September 2006
Skills
Organizational..., Business Strategy, Leadership Development, Project Management, Business Analysis, Leadership, Operations Management, Employee Engagement, Strategic Planning, Sales, Customer Service, Event Planning, Program Management, Marketing, Technological Solutions, Process Improvement, Banking, Management, Cross-functional Team..., Forecasting, Budgets, Human Resources, Time Management
Education
University of San Diego 2001 — 2005
Bachelor of Arts, Business Administration, Leadership, Theology & Religious Studies, 3.63
St. Clare's, Oxford
University of Rome Tor Vergata
Wyndham Vacation Ownership March 2013 - Present
Community Action Partnership of Orange County September 2012 - Present
Southern California Edison February 2011 - December 2012
Marriott Vacation Club International May 2002 - June 2011
Marriott Vacation Club International October 1999 - May 2002
Wells Fargo April 1998 - October 1999
Franklin Tempelton October 1992 - April 1998
Skills
Financial Analysis, Forecasting, Financial Modeling, Financial Reporting, Process Improvement, Budgeting, Strategic Planning, Business Planning, Variance Analysis, Excel, PowerPoint, Accounting, Word, Team Building, Business Analysis, Problem Solving, Customer Relations, Access, Risk Management, SAP, Planning, P&L, Compliance, Customer Service, Internal Controls, Financial Planning, Financial Accounting, Data Analysis, Accounts Payable, Analysis, Financial Management, Business Strategy, Due Diligence, Auditing, Outlook, Process Engineering, Change Management, SOX, Pricing, Budgets, Project Planning, Microsoft Excel, Strategy, Income Statement, Leadership, Business Process, Management, Cash Flow, Sales, Operations Management
Education
University of San Francisco - School of Management 1996 — 1997
MBA, Finance
University of San Francisco
BA, Communications
Scott Valley Bank February 2015 - Present
Clarion Consulting January 2010 - December 2014
Exchange Bank August 2008 - December 2009
Mt. Diablo National Bank June 2003 - January 2008
Greater Bay Bank July 2003 - December 2007
Wells Fargo December 1998 - June 2003
Visa USA June 1998 - December 1998
Eureka Bank March 1996 - December 1997
John Ryan Company January 1994 - February 1996
Bank of America January 1989 - November 1993
Skills
Retail Banking, Financial Services, Banking, Management, Risk Management, Finance, Strategy, Portfolio Management, Commercial Lending, Leadership, Credit
Education
University of San Francisco
Bachelor of Science
Northwest Federal Credit Union June 2015 - Present
SunTrust November 2014 - May 2015
SunTrust Bank December 2012 - November 2014
Wells Fargo April 2012 - December 2012
Flamenco Cleaning Services June 2010 - April 2012
Skills
Supervisory Skills, Customer Service, Microsoft Office, Word, PowerPoint, Problem Solving, Customer Relations, Retail Banking, Leadership, Loans, Banking, Microsoft Excel, Microsoft Word, Public Speaking, Program Management
Education
University of Santo Tomas 2007 — 2008
Bachelor's degree, Philosophy
Wells Fargo August 2013 - Present
Whitney Bank January 2013 - August 2013
JPMorgan Chase 2000 - 2012
BBVA Compass November 1994 - August 2000
Skills
Retail Banking, Customer Satisfaction, Sales, Investments, Consumer Lending, Private Banking, Highly Dedicated, Motivated self-starter
Education
University of Santo Tomas
Bachelor of Arts (B.A.), Economics
U.S. Trust October 2011 - Present
Wells Fargo 2007 - 2011
Greater Bay Bank 1997 - 2007
University National Bank 1987 - 1997
Skills
Wealth Management..., Private Banking, Trust Services, Estate Planning, Wealth Management, Wealth, High Net Worth..., Investment Advisory, Estate Tax Planning, Asset Allocation, Banking, Hedge Funds, Alternative Investments, Investment Management, Retirement Planning, Portfolio Management, Investment Strategies
Education
University of San Francisco
Bachelors, Economics
Coastal Ventures Consulting October 2011 - Present
BBVA Compass October 2013 - March 2014
Wells Fargo August 2012 - October 2013
Concannon Winery/The Wine Group October 2011 - January 2012
Skills
Leadership, Training, Community Outreach, Sales, Public Speaking, Customer Service, Banking, Finance, Sales Management, Networking, Accounting, Microsoft Office, Relationship Management, Critical Thinking, Communication, Reporting & Analysis, Self-management, Oral & Written..., Creative Problem Solving, Increased Profitability, meticulous attention to..., Time Management, Data Entry, Small Business, Teamwork, Deposits, Expense Management, Cross Selling, Loans, Spreadsheets, Credit, Organization, Building Relationships, Data Analysis, Team Building, Confidentiality, Executive Support, Business, Consumer Lending, Team Leadership, Telephone Skills, Small Business Lending, 10 Key, Analysis, Coaching, Management
Education
University of San Francisco 2007 — 2011
Bachelors of Arts, Sociology
Wells Fargo August 2006 - Present
University of San Francisco 1999 - Present
Bay Area Financial Education Foundation May 2013 - Present
Bank of America 2001 - 2006
California Investment Trust January 1992 - August 1994
National Westminster Bank PLC 1987 - 1990
Federal Reserve Bank of San Francisco February 1984 - August 1987
Skills
Investments, Equity Research, Asset Management, Portfolio Management, Asset Allocation, Equities, Financial Services, Wealth Management, Alternative Investments, Financial Analysis, Financial Modeling
Education
University of San Francisco 1994 — 1996
MA, International Economics
University of San Francisco 1979 — 1983
BS, Business Administration/Finance
RLS Management & Consultant March 2013 - Present
NCBW September 2004 - August 2011
Wells Fargo Bank July 1998 - July 2011
Wells Fargo July 1998 - July 2011
Wells Fargo Technology Information Group 1998 - 2011
SBC 1996 - 1998
Skills
Business Systems..., Information Security..., Information Systems..., Business Development, Information Systems, Risk Management, Vendor Management, Integration, Banking, Financial Risk, Operational Risk, Program Management, Information Technology, Quality Assurance, Financial Services, Operational Risk..., Change Management, Business Analysis, Budgets, SDLC, Mergers & Acquisitions, Finance, Business Process..., PMO, Project Portfolio..., IT Strategy, Business Process, Process Improvement, Enterprise Software, PMP, Governance, Business Requirements, Enterprise Architecture, IT Management, Business Intelligence, Management, Software Documentation, Disaster Recovery, Requirements Analysis, Software Project..., SharePoint, Requirements Gathering, Consulting, Data Warehousing, CRM, Analysis, Strategy, Executive Management, Outsourcing, Leadership
Education
University of San Francisco 1994 — 1996
Bachelor of Science, Information Systems Management
Morehuse High School 1964 — 1996
Wells Fargo July 2012 - Present
Wells Fargo - The Private Bank 2009 - Present
Wells Fargo Private Asset Management September 2001 - Present
Fred Hutchinson Cancer Research Center 2009 - 2012
Windsor Financial Group 1999 - 2001
Nicolette Investment Management 1997 - 1999
Fisher Investments 1993 - 1997
Skills
Wealth Management, Portfolio Management, Equi, Security Analysis, Bloomberg, Valuation, Investments, Equity Research, Equities, Strategy, Trading, Mutual Funds, Investment Banking, Securities, Financial Risk, Asset Management, Asset Allocation
Education
CFA Institute 1996 — 2009
CFA
University of San Francisco - School of Management 1991 — 1993
MBA
Cathedral and John Connon 1971 — 1982
Wells Fargo April 2012 - Present
Wells Fargo December 2006 - April 2012
Wells Fargo September 2004 - December 2006
Wells Fargo May 2001 - September 2004
Skills
Foreign Exchange, Capital Markets, Credit, Portfolio Management, Fixed Income, Banking, Credit Analysis, Loans, Treasury Management, Derivatives, Investments, Bloomberg, Financial Modeling, Financial Analysis, Foreign Exchange Risk...
Education
University of San Francisco 1998 — 2002
Bachelor of Arts (B.A.), Economics
Wells Fargo Bank 1995 - Present
Wells Fargo 1995 - Present
Skills
Troubleshooting, Data Center, Disaster Recovery, WAN, CISSP, Visio, Software Installation, Vendor Management, Load Balancing, Wireless Networking, 802.11, OSPF, BGPv4, DWDM, ATM networks, Routing Protocols
Education
University of San Francisco 1979 — 1983
BS, Computer Science
Marin County Employee's Retirement Association April 2010 - Present
Wells Fargo December 2000 - April 2010
Bank of America November 1976 - July 2000
Pacific Gas and Electric Company June 1971 - November 1976
Skills
SDLC, IT Strategy, Vendor Management, PMP, Risk Management, Business Analysis
Education
University of San Francisco 1969 — 1971
Bachelor of Science, Computer Science
Better Homes and Gardens - JF Finnegan Realty April 2002 - Present
Wells Fargo 2008 - 2008
Qwest Communications June 2000 - July 2002
Education
University of San Francisco 1997 — 1998
BS, Information Systems Management
Wells Fargo February 2015 - May 2015
Hothouse Labs, Inc. July 2013 - December 2014
Salesforce.com January 2006 - July 2013
Ordinate Corp. / Harcourt Assesment July 2004 - January 2006
Xpedite October 2003 - July 2004
Xpherix Corporation January 2003 - October 2003
Reuters September 2000 - December 2002
Creditland.com January 2000 - September 2000
Visa International July 1999 - January 2000
Education
University of San Francisco 2003 — 2005
MSIS, Information Systems
University of San Francisco 2001 — 2003
BSIS, Information Systems
Mergermarket August 2015 - Present
Commonwealth Foreign Exchange June 2012 - August 2015
Santa Maria Colegio September 2011 - January 2012
Parson Latimer & Judge, LLC January 2011 - September 2011
Wells Fargo February 2008 - November 2010
Lucky Brand Jeans June 2006 - December 2007
Skills
Conversational Spanish, Interpersonal, 10 Key, Data Entry, Multitasker, Customer Relations, Customer Service, Employee Relations, Attention To Detail, Microsoft Office, Scheduling, Planning, Piano, Salesforce.com, CRM software
Education
University of San Francisco
Bachelor of Arts, Sociology
Needle & Stack Recruiting, LLC August 2015 - Present
Union Bank September 2012 - July 2015
Pacific Gas and Electric Company June 2011 - September 2012
Stella & Dot December 2010 - March 2011
Wells Fargo 2003 - November 2010
J.P. Morgan 2000 - 2003
Skills
Employee Engagement, Sourcing, Vendor Management, Training, Recruiting, College Recruiting, Diversity Sourcing, Talent Management, Affirmative Action, Employee Relations, Diversity, Temporary Placement, Interviews, Management, Human Resources, Applicant Tracking..., Talent Acquisition, Personnel Management, Budgets, New Hire Orientations, Nonprofits, Executive Search
Education
University of San Francisco
Bachelor of Science (BS)
Aconex January 2015 - Present
Wells Fargo Bank February 2011 - January 2015
Wells Fargo January 2009 - July 2010
Wells Fargo May 2008 - August 2008
Autodesk June 2005 - August 2005
Skills
Quality Center, User Acceptance Testing, Test Planning, Regression Testing, Software Quality..., Quality Assurance, QTP, Test Cases, System Testing, Test Automation, Waterfall, Manual Testing, Testing, Defect Tracking, JavaScript, HTML, CSS, ClearQuest, HP QTP
Education
University of San Francisco 2005 — 2009
Bachelor of Science (B.S.), International Business
salesforce.com July 2014 - Present
Keynote Systems June 2012 - July 2014
Townhog (Acquired and recognized as BluLabel) August 2010 - August 2011
Verizon Wireless July 2009 - July 2010
Bay Roots Elite (Events & Promotions) August 2003 - December 2009
Wells Fargo November 2006 - November 2008
American Eagle Outfitters March 2005 - September 2005
US Embassy May 2004 - July 2004
US Embassy May 2003 - July 2003
US Government May 2002 - July 2002
Skills
Salesforce.com, Marketing Strategy, B2B, Social Media Marketing, Lead Generation, New Business Development, Account Management, Online Marketing, Online Advertising, Event Planning, Marketing Communications, Cold Calling, Leadership, Business Development, Customer Service, Negotiation, Market Research, Public Relations, Team Leadership, Strategic Planning, Digital Marketing, Start-ups, Email Marketing, Real Estate, Social Networking, Inside Sales, Client Services, Customer Relations, PowerPoint, Promotions, Event Management, Problem Solving, Research, Event Marketing, Fundraising, Microsoft Office, Analysis, Brand Awareness, Entrepreneur, Digital Media, Proposal Writing
Education
McLaren School of Business - University of San Francisco 2003 — 2007
BBA, Business Administration
University of San Francisco 2003 — 2007
BA, Business: International Business, Global Managment, Marketing Managment & Business Development
HKIS
HKIS
Wells Fargo May 2012 - Present
Wells Fargo October 2010 - May 2012
Wells Fargo March 2008 - November 2010
LogicEase Solutions Inc. February 2006 - February 2008
Burr, Pilger & Mayer March 2005 - February 2006
Citibank August 2003 - February 2005
HumanConcepts 1999 - 2001
eStar 1998 - 1999
Skills
Marketing Strategy, Online Marketing, Online Advertising, Online Marketing..., Direct Marketing, Multi-channel Marketing, Market Research, Digital Marketing, SEM, SEO, Social Media Marketing, Segmentation, Advertising, Marketing, Email Marketing, Product Management, Customer Acquisition, E-commerce, Product Marketing, Leadership, Product Development, Management, Sales, Market Analysis, Strategic Planning, Lead Generation, Analytics, Project Management, CRM, Competitive Analysis, Business Intelligence
Education
University of San Francisco 2003 — 2005
Bachelors of Science, Business Administration
Freelance June 2014 - Present
Party City April 2012 - Present
Harman International March 2011 - November 2011
POWELLAPALOOZA July 2011 - September 2011
Desert Rocks Music Festival February 2011 - September 2011
Wells Fargo January 2008 - March 2011
Friends of the Utah Avalanche Center November 2009 - December 2009
Skills
Email Marketing, Social Media Marketing, Facebook, Sales, Online Marketing, E-commerce, Microsoft Excel, Outlook, Copywriting, PowerPoint, Photography, Customer Service, Microsoft Word, Twitter, Constant Contact, LinkedIn, Excel, Entourage, Word, Windows, Mac OS X, HTML, Google Analytics, Proofreading, Blogging, WordPress, Copy Editing, Typing, Listening Skills, Vocabulary, Punctuation, English grammar, Critical Thinking, YouTube, Digital Marketing, Marketing Communications, Content Management, Content Strategy, Content Development, Content Marketing, Membership Sites, Photoshop
Education
University of San Francisco 2011 — 2012
Professional Certificate, Advanced Social Media Certificate
University of Utah - David Eccles School of Business 2003 — 2007
B.S., Economics
Wells Fargo June 2015 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company September 2013 - July 2014
Barney & Barney June 2013 - August 2013
Duerson Staffing October 2011 - May 2013
Independent Talent Group Limited June 2008 - August 2011
Skills
Microsoft Excel, Microsoft Office, Consulting, Heavy Lifting, Teamwork, Public Speaking, Healthcare, Accounting
Education
University of San Francisco 2009 — 2013
Bachelor of Science (BS), Accounting
De La Salle High 2006 — 2009
Earth Advantage November 2013 - Present
Beneficial State Bank February 2015 - Present
Beneficial State Bank July 2012 - February 2015
One PacificCoast Bank, FSB December 2010 - July 2012
ShoreBank Pacific January 2007 - December 2010
Cascadia Region Green Building Council 2004 - October 2009
ShoreBank Pacific November 2002 - December 2006
mox, Inc. 2001 - 2003
Wells Fargo May 1993 - 2001
Skills
Strategic Planning, Credit, Banking, Commercial Banking, Loans, Risk Management, Sustainability, Budgets, Team Building, Commercial Lending, Financial Analysis, Non-profits, Underwriting, Portfolio Management, Finance, Business Development, Management, Nonprofits, Corporate Finance, Negotiation, Strategy
Education
University of San Diego 1991 — 1993
BBA, Business, Finance, and Marketing
Wells Fargo 2010 - Present
RBC 2008 - 2010
Societe Generale 2006 - 2008
RBC Capital Markets 2001 - 2006
Bank of America 1998 - 2001
Credit Lyonnais 1994 - 1997
Education
University of Saskatchewan
MSc, Finance
University of Saskatchewan
BComm, Finance
Hewlett-Packard February 2014 - Present
Hewlett-Packard August 2010 - October 2013
TEK Systems March 2010 - July 2010
Wells Fargo June 2008 - 2008
Skills
ITIL v3 Foundations..., Project Management, Microsoft Excel, PowerPoint, Social Media, Customer Service, Leadership, Outlook, Microsoft Word, Event Planning, Team Leadership, Management, Analysis, System Administration, Data Analysis, Program Management, Social Networking
Education
University of San Francisco 2007 — 2010
BS, Business Administration
US Trust December 2011 - Present
Thomson Reuters May 2010 - December 2011
City & County of San Francisco November 2007 - May 2010
Franklin Templeton Investments August 2005 - March 2008
Phoenix Investment Partners May 2002 - December 2004
American Century Investments January 2000 - May 2002
American Century Investments January 1994 - December 1999
Wells Fargo October 1991 - December 1993
Skills
Fixed Income, Portfolio Management, Investments, MBS, Swaps, Finance, Bloomberg, Asset Allocation, Institutional..., Trading, Investment Strategies, High Yield, Alternative Investments, Hedge Funds, Investment Management, Bonds, Wealth Management, ETFs, Asset Management, Capital Markets, Valuation, Economics, Securities, Mutual Funds, Investment Advisory, Derivatives, Structured Products, Financial Markets, Wealth Management..., Separately Managed..., Options
Education
University of San Francisco 1989 — 1990
MBA, Finance / International Finance
University of San Francisco 1987 — 1989
BS, Decision Science
LendingHome June 2015 - Present
Wells Fargo June 2014 - June 2015
Wells Fargo March 2012 - June 2014
Special Counsel April 2009 - March 2012
Sanmina-SCI December 2008 - March 2009
Modlin Legal Services August 2008 - December 2008
California Reinvestment Coalition September 2006 - December 2006
University of San Francisco School of Law June 2006 - August 2006
California Fair Employment & Housing Commission June 2006 - July 2006
Education
University of San Francisco School of Law 2004 — 2007
JD, Law
University of Virginia 1994 — 1998
BA, Interdisciplinary Humanities
TRX Training February 2014 - Present
Oakland Athletics March 2013 - Present
FanSided.com June 2013 - November 2014
San Francisco Giants March 2013 - January 2014
San Francisco Bulls November 2012 - March 2013
Wyndham Vacation Resorts November 2011 - February 2013
Oakland Athletics March 2009 - February 2013
Oakland Raiders August 2011 - December 2012
Comcast SportsNet January 2012 - May 2012
Wells Fargo October 2009 - October 2011
Skills
Work Experience, Business Correspondence, Customer Service, Hospitality, Outstanding Customer..., Operations, Stadiums, Guest Service, Guest Satisfaction, Fundraising, Sports, Compliance, Excel, PowerPoint, Word, Microsoft Office, Outlook, Problem Solving, Administration, Spanish, Teamwork, Promotions, Social Media, Public Relations, Customer Relations, Sports Marketing, Retail, Press Releases, Microsoft Word, Management
Education
University of San Francisco 2004 — 2008
BS, Business Administration
City College of San Francisco 2011 — 2013
Medtronic June 2015 - Present
Medtronic July 2014 - June 2015
Medtronic January 2013 - July 2014
Wells Fargo June 2011 - January 2013
Skills
Financial Analysis, Continuous Improvement, Medical Devices, Management, Finance, Cross-functional Team..., Process Improvement
Education
University of San Diego 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Accountemps April 2014 - Present
Robert Half Finance & Accounting April 2013 - April 2014
Wells Fargo November 2008 - April 2013
RPK Investment June 2005 - 2008
Skills
Highly motivated..., Self Management, Positive Team Player, Analytic Problem Solving, Leadership, Computer Proficiency, Bilingual, Identifying New..., implement effective..., Microsoft Excel, Microsoft Word, QuickBooks, Recruiting, Accounts Payable, Accounts Receivable, Bookkeeping, Accounting, Time Management, Financial Statements, Customer Service, Account Reconciliation, Banking, Finance, General Ledger, Payroll, Sales, Social Networking, Analysis, CRM, Training, Interviews, Financial Analysis, Access, Credit, Cash Management, Outlook
Education
University of San Francisco
Bachelor of Science (BS), Finance, General
Nanosyn March 2015 - Present
Eristavi Winery LLC August 2009 - April 2015
Citi April 2014 - March 2015
Wells Fargo September 2011 - December 2012
Archbishop Riordan High School August 2010 - June 2011
Skills
Marketing, Management, Marketing Strategy, Sales, Microsoft Excel, PowerPoint, Event Planning, Training, Market Research, Analysis, New Business Development, Customer Service, Entrepreneurship, InDesign, Team Leadership, CRM, Social Networking, Advertising, Microsoft Word, Research, Report Writing, Direct Marketing, Project Management, Winemaking, Sales Management, Product Management, Writing, SEO, SEO Copywriting, Social Media, Microsoft Office, Leadership, Public Speaking, Social Media Marketing, Strategic Planning
Education
University of San Francisco 2010 — 2013
Bachelor's degree, European History
Wells Fargo September 2007 - Present
Bank of the Philippine Islands May 1992 - May 2002
Skills
Customer Service...
Education
College of the Holy Spirit
Bachelor of Arts (B.A.), Psychology
University of Santo Tomas
Human Resources Management/Personnel Administration, General
Wells Fargo December 2011 - Present
Wells Fargo Bank May 2008 - December 2011
Wells Fargo Bank June 2003 - May 2008
Wells Fargo Bank January 2001 - June 2003
Luckys Supermarket / Albertsons January 1986 - October 1994
Skills
Leadership Coaching, Organizational..., eLearning Instructional..., Instructional Design, Leadership Development, Coaching, E-Learning, Learning Management..., Performance Management, Training Delivery, Workshop Facilitation, Project Management, Public Speaking, Staff Development, Blended Learning, Captivate, Performance Consulting, Learning Management, Training, Leadership, Human Resources, Consulting, Team Leadership, Needs Analysis, Adult Education, Employee Training, Talent Management, Instructor-led Training, Organizational..., Management, Employee Engagement, Succession Planning, ADDIE, Career Development, Executive Coaching, Onboarding, Performance Improvement, Team Management, Culture Change, Workforce Planning, Organizational Design, Management Development, Change Management, Interviews, Emotional Intelligence, HR Consulting, Employee Relations, Talent Acquisition, Personnel Management, Training Facilitation
Education
University of San Francisco 2005 — 2008
MSOD, Master of Science in Organizational Development
Coach University 2009 — 2011
Core Essentials Coaching Program, Corporate Coaching
Bethany University 1996 — 2000
B.A., Emphasis in Leadership
United States College Information System Project January 2014 - May 2014
M.I. Investigators February 2012 - July 2012
AmeriCorps October 2010 - June 2011
Wells Fargo February 2008 - June 2008
Skills
Data Analysis, Access, Java, JavaScript, C, C#, C++, Python, HTML 5, PHP, SQL, MySQL, Microsoft Office, Microsoft Excel, PowerPoint, Leadership, SAS, Research, Analysis, HTML, Customer Service, Microsoft Word, Team Leadership, Databases, Statistics, Public Speaking, Quantitative Analytics, Visio, d3.js
Education
University of San Francisco 2009 — 2014
Bachelor of Science (BS), Computer Science, 3.0
Lighthouse Community Charter School 2005 — 2009
Intuit July 2015 - Present
Intuit July 2014 - July 2015
Breathometer July 2013 - July 2014
Self-Employed March 2012 - July 2014
AgLocal July 2012 - November 2013
Rearden Commerce February 2012 - October 2012
Plum District May 2011 - February 2012
Wells Fargo 2006 - 2007
Skills
Salesforce, Google Analytics, Pivotal-Product..., Assembla- Product..., Product Management, Customer Relations, Research, Analysis, Marketing Strategy, Atlassian JIRA, Agile Project Management, Agile Methodologies, Agile Web Development, A/B testing, Cognitive Walkthrough, Wireframes, Product Requirements, Mockups, Contract Management, Production Support, User Acceptance Testing, Management, Assembla, Strategic Partnerships, Business Development, Go-to-market Strategy, Social Media, E-commerce, Integration, Lead Generation, Customer Acquisition, CRM, SEM, Social Media Marketing, User Experience, Email Marketing, Product Lifecycle..., Google Adwords, User Interface Design, Affiliate Marketing, SEO, Testing, Marketing Research, Big Data, B2B Marketing, Web Analytics, Business Strategy, Customer Service, Marketing, Mobile Applications
Education
University of San Francisco - School of Management 2010 — 2012
MBA, Finance and Marketing
University of San Francisco 2006 — 2010
Bachelor of Science, Business Entrepreneurship
St. Mary's High School 2002 — 2006
Wells Fargo June 2013 - Present
F5 Networks July 2012 - January 2013
Wells Fargo Bank January 2007 - July 2011
Wells Fargo NA July 2005 - July 2007
Los Angeles Unified School District January 2004 - June 2005
Skills
Treasury Management, Global Banking, Foreign Exchange, Sales Management, Sales Operations, Technical Analysis, Working Capital..., Sales Support, Application Delivery...
Education
University of Washington
Certificate, Audio Production
University of San Francisco 1999 — 2002
Bachelor of Arts (B.A.), History
AssetMark November 2014 - Present
Yelp June 2014 - September 2014
First Graduate August 2007 - May 2014
Wells Fargo June 2012 - August 2012
Skills
Fluent in Spanish, Familiar with all..., Accounting
Education
University of San Francisco 2010 — 2014
Accounting
Wells Fargo July 2014 - Present
Routh Crabtree Olsen - RCOLegal May 2012 - May 2014
Routh Crabtree Olsen - RCOLegal October 2011 - May 2012
Justmeans May 2011 - July 2011
Schneider law offices January 2011 - April 2011
Motooka Yamamoto & Revere May 2009 - June 2010
Education
Willamette University 2015 — 2017
Master of Business Administration (MBA)
University of San Francisco 2003 — 2007
B.A., Philosophy
Tesla Motors August 2014 - Present
Moravia May 2011 - Present
Zynga August 2010 - Present
Cisco January 2010 - Present
Rosetta Stone December 2009 - Present
Wells Fargo September 2010 - February 2012
Wine Connoisseurs' Club December 2005 - September 2009
Apple January 2006 - September 2008
Google May 2005 - June 2006
KTSF February 2004 - April 2005
Skills
Translation, Chinese, Localization, Mandarin, English, Foreign Languages, Interpreting, Multilingual, Literature, Quality Assurance, Internationalization, Localization Testing, Proofreading, Website Localization, Linguistics, Program Management, Technical Translation, Intercultural..., Japanese, Marketing, Editing, Teaching
Education
University of San Francisco
Minted March 2013 - November 2014
RealPage, Inc. May 2011 - September 2012
MyNewPlace February 2006 - April 2011
Wells Fargo 2002 - February 2006
Move.com (formerly Homestore.com) October 2000 - March 2002
AllApartments/SpringStreet October 1998 - September 2000
OMIX October 1995 - September 1998
Skills
SaaS, Agile Methodologies, Analytics, SQL, User Experience, Mobile Devices, XML, Business Intelligence, Software Project..., Mobile Applications, Product Development, Java, Perl, Start-ups, Product Management, Cloud Computing, Software Development, SDLC, Requirements Analysis, Oracle, PostgreSQL, Spring, Enterprise Software, Cross-functional Team..., MySQL, REST, Java Enterprise Edition, Architecture, Architectures, IT Strategy, Integration, Management, Spring Framework
Education
University of San Francisco
BS, Economics
RP Coaching/ORCAstration April 2011 - Present
Coach Rich Phillips March 2007 - Present
ActionCOACH Business Coaching January 2006 - March 2011
Imagistics April 1999 - October 2005
Pitney Bowes January 2003 - October 2004
Bank of America January 1996 - December 1997
Wells Fargo April 1994 - August 1997
Sea World, Inc July 1973 - December 1980
Skills
Profitability, Cross Selling, Sales Process, Consultative Selling, Selling, Solution Selling, Direct Sales, Cold Calling, Relationship Development, Building Relationships, Sales Management, Prospects, Coaching, New Business Development, Telemarketing, Sales Presentations, Sales Growth, Sales Representatives, Profit Margins, Sales Organization, Small Business, Sales Support, Gross Profit, B2B, Account Management, Profit, Accountability, Market Penetration, Value Proposition, Team Building, Referrals, Money, Marketing Strategy, Alliances, Sales Compensation, National Accounts, Photocopier, Mentoring, Strategic Planning, Business Planning, Negotiation, Public Speaking, Business Strategy, Market Planning, Customer Service, Customer Relations, Leadership Development, Entrepreneur, Team Management, Team Leadership
Education
University of San Francisco 1986 — 1987
Real Estate
Lodi High School 1966 — 1970
Diego's U
Retired September 2013 - Present
Bank of America (BOC) February 2013 - August 2013
Independence Blue Cross April 2012 - August 2012
Wells Fargo July 2010 - January 2012
Commerce Bank / TD Bank May 2007 - January 2010
Consulting Engagements April 2001 - May 2007
MLP Inc - Philadelphia PA August 2000 - April 2001
Phil Life Ins Co /Cigna International Systems 1981 - 1991
Skills
MS Project, PMO, Requirements Analysis, Program Management, PMP, Integration, SDLC, Vendor Management, Business Analysis, SharePoint, Risk Management, Business Process..., Software Development, Visio
Education
University of Scranton
BS, Management, Accounting, Philosophy
Wells Fargo 2008 - Present
Washington Mutual Card Services 2005 - Present
JP Morgan Chase (formerly Washington Mutual Card Services) 2005 - 2008
RedBricksMedia January 2002 - June 2003
Il Fornaio 1997 - 2001
Skills
Financial Modeling, Financial Analysis, Analytics, Banking, Business Analysis, Strategic Financial..., Portfolio Management, Forecasting, Corporate Finance, Finance, Essbase, Credit Cards, Analysis, Credit, Risk Management, Budgets, Strategic Planning, Data Analysis, Mergers, Equities
Education
University of San Francisco - School of Management 2002 — 2006
MBA, Finance
Wells Fargo June 2014 - Present
Wells Fargo August 2008 - June 2014
Skills
Banking, Credit, Event Planning, Commercial Banking, Office Management, Portfolio Management, Customer Service, Outlook
Education
University of San Francisco 2003 — 2007
Bachelor of Science (B.S.), Business Administration
Square August 2015 - Present
Fiserv June 2010 - Present
CashEdge July 2008 - September 2010
Wells Fargo August 2006 - March 2008
Greater Bay Bank N.A. January 2003 - August 2006
Greater Bay Bank N.A. January 2001 - December 2002
Bank of America June 1988 - December 2000
Skills
Information Security, Vendor Management, Financial Services, Executive Management, Management, Process Improvement, Fraud, Change Management, Training, Risk Management, Banking, Mobile Payments, Organizational..., Leadership, Business Development, CRM, Recruiting, Product Management, Strategy, Mergers & Acquisitions, Retail Banking
Education
University of San Francisco - School of Management 2009 — 2011
M.S., Organizational Development
Wells Fargo June 2004 - Present
Wells Fargo Bank 2004 - Present
Petersohn Consulting 2003 - 2004
Bank of America June 1986 - August 2000
Skills
Mortgage Banking, Credit, Banking, Credit Risk, Credit Analysis, Loan Origination, Financial Risk, Retail Banking, Analytics, Portfolio Management, Underwriting, Small Business Lending, Financial Analysis, Risk Management, Predictive Analytics, Consumer Lending, Finance, Credit Cards, Loans, Mortgage Lending, Asset Based Lending, Financial Services, Basel II
Education
University of San Francisco 1966 — 1968
BS Business Administration, Accounting Emphasis
Good Technology April 2011 - Present
Wells Fargo August 2009 - April 2011
Esurance May 2008 - July 2009
Skills
Performance,..., Software Quality..., Quality Assurance, User Acceptance Testing, Test Planning, Quality Center, Test Automation, Business Analysis, SDLC, Performance Testing, QTP, Regression Testing, Agile Methodologies, PSR, Scrum, JIRA, Test Management, Team Leadership, Research, Waterfall, Microsoft SQL Server, Management, SQL
Education
University of San Francisco 2003 — 2005
BS, Economics
Wells Fargo July 2013 - Present
Cisco Systems 2011 - 2013
Wells Fargo November 2009 - 2011
Reval May 2005 - November 2009
Medley Global Advisors June 2003 - May 2005
Skills
Financial Modeling, Financial Analysis, Finance, Product Management, Strategy, Business Analysis, Mergers & Acquisitions, Management
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Entrepreneurship
University of San Francisco 1997 — 2000
B.S., Finance
Wells Fargo May 2015 - Present
Wells Fargo July 2014 - Present
Wells Fargo Bank June 2013 - Present
Staples November 2011 - June 2013
The Xcel Group September 2005 - October 2010
MusicArt Studio September 1996 - August 2005
Skills
Word, Microsoft Word, Customer Service, Social Media Marketing, Sales, Microsoft Office, Negotiation, Social Media, Account Management, Retail, Marketing Strategy, Team Building, Strategic Planning, Sales Management, Project Management, Coaching, Contract Negotiation, Inventory Management, Microsoft Excel, Recruiting, PowerPoint, Salesforce.com, Management, CRM
Education
University of San Francisco 1981 — 1984
BS, Business Management and Organizational Behavior
Wells Fargo December 2010 - Present
New York Life Investment Management, Real Estate Group July 2009 - January 2011
Morgan Stanley September 2003 - December 2008
Deloitte 2001 - 2003
Skills
Valuation, Portfolio Management, Due Diligence, Structured Finance, Banking, Investments, Asset Management, Securitization
Education
University of Scranton 1997 — 2001
BA, Finance
Kania School of ManagementThe University of Scranton
B.A, Finance
Randstad Sourceright December 2012 - December 2012
J.R. Metz Inc. February 2012 - November 2012
Wells Fargo February 2008 - December 2011
M Squared May 2007 - February 2008
Washington Mutual October 2005 - April 2006
Providian Financial 2000 - 2005
The Pacific Bank, N.A.. 1998 - 2000
Sumitomo Bank of California June 1997 - 1998
Office of the Comptroller of the Currency January 1986 - January 1997
Skills
Compliance, Regulatory Affairs, Compliance Audits, Banking, Credit Cards
Education
University of San Francisco 1979 — 1982
B.S., Business Economics
Wells Fargo August 2013 - Present
Wells Fargo Bank October 2011 - February 2013
Wells Fargo Practice Finance (Formerly Matsco) August 2007 - October 2011
CBC Innovis 2006 - 2007
Wausau Mortgage Corporation March 2005 - April 2006
Skills
Credit Analysis, Consultative Selling, Credit, B2B, Loans, Finance, FHA, Mortgage Lending, Financial Statement..., Start-ups, Selling, Business Development, Commercial Lending, SBA, Small Business Lending, Banking, Underwriting, Small Business, Portfolio Management, Management, Financial Analysis, Investments, Commercial Banking, Loan Origination, Risk Management, Treasury Management, Consumer Lending, Mortgage Banking, Commercial Mortgages, Relationship Management, Financial Services, Lines Of Credit, Credit Risk, Sales
Education
University of San Francisco 1998 — 2002
BA, History, Theology, Latin
Alameda High School 1994 — 1998
Self Employed March 2012 - Present
Charles Schwab April 2011 - February 2012
Autodesk September 2008 - March 2010
Wells Fargo April 2004 - August 2008
The Sharper Image April 2003 - March 2004
Independant Consultant December 2001 - April 2003
Quokka Sports February 1999 - January 2001
Wheeler & Associates September 1994 - November 1996
Skills
Management, Content Strategy, Product Management, E-commerce, Product Marketing, Online Advertising, Digital Marketing, Marketing Strategy, Cross-functional Team..., User Experience, Web Analytics, Social Media, Social Media Marketing, Strategic Planning, CRM, Strategy, Analytics, Product Development, Strategic Partnerships, Web Marketing, Online Marketing, Start-ups, Integrated Marketing, Email Marketing, Entrepreneurship, Holistic Health, Project Management, Customer Engagement, Customer Service, Public Relations, Salesforce.com, SEM, SEO, Lead Generation, Direct Marketing, Multi-channel Marketing, Digital Strategy, Content Management, Mobile Devices, Competitive Analysis, Business Development, Digital Media
Education
Institute of Integrative Nutrition
Integrative Health & Wellness Coach
University of San Diego
Bachelor's degree, International Relations and Affairs
University of San Diego
Bachelor of Science (BS), International Relations and Affairs
Brocade Communications Systems March 2015 - Present
Riverbed Technology December 2012 - March 2015
Autodesk January 2012 - December 2012
Coyote Point Systems March 2011 - January 2012
Autodesk December 2010 - March 2011
Wells Fargo April 2010 - August 2010
Toplayer Security August 2008 - May 2009
F5 Networks July 2006 - July 2008
Onestream.net and Evolve Technology Group April 2005 - August 2006
Various Fortune 100/500 Companies April 2001 - August 2005
Skills
Load Balancing, Cisco, Linux, Windows, Juniper, Troubleshooting, CCNA, IPS, Engineering, Analysis, Solution Architecture, Network Security, SSL, Virtualization, VPN, DNS, Network Architecture, Firewalls, Routing, VMware, Network Design, TCP/IP, Security, WAN, Unix, Data Center, Switches, IP, Network Administration, Sales Engineering, Integration, High Availability, Routers, IP Networking, Salesforce.com, Cisco Technologies, Pre-sales, Enterprise Software, Networking, F5 BigIP, Information Security, Servers
Education
University of San Francisco 2001 — 2003
BS, MIS
Indepedent Freelancer 2008 - Present
The Mechanics Bank 1999 - September 2008
Wells Fargo 1995 - 1999
Skills
Sales Management, Management, Account Management, Business Development, Strategic Planning, Negotiation, Team Management, Change Management, Team Leadership
Education
University of San Francisco 1989 — 1991
M.A., Human Resources and Organizational Development
Wells Fargo May 2006 - Present
Wells Fargo Merchant Services 2000 - Present
Education
University of San Francisco 1989 — 1994
Wells Fargo Bank December 2006 - Present
Wells Fargo January 2003 - December 2006
Visa October 2002 - December 2002
Charles Schwab March 2000 - July 2002
Fireman's Fund Insurance Company December 1998 - March 2000
Gap Inc. September 1998 - August 1999
Quick Response Services June 1994 - August 1998
Peter R. Johnson & Company September 1990 - June 1994
Tower Corporation October 1988 - September 1990
Philippine Commercial & International Bank August 1987 - September 1988
Skills
DB2, SDLC, Data Warehousing, Visio, JCL, Mainframe, SQL, z/OS, COBOL, Requirements Analysis, Databases, CICS, Stored Procedures, Data Modeling, Systems Analysis, Requirements Gathering, TSO, Fileaid, ISPF, MVS, IBM Mainframe, VSAM
Education
University of Santo Tomas 1982 — 1986
Bachelor of Science in Civil Engineering
American Business Bank July 2007 - Present
American Business Bank 2007 - 2011
Wells Fargo February 2006 - July 2007
i-Sold It 2004 - 2007
Merrill Lynch 1996 - 2003
Skills
Commercial Lending, Loans, Credit, Commercial Banking, Asset Based Lending, Banking, Financial Analysis, Small Business Lending, Credit Analysis, Commercial Mortgages, Portfolio Management, Wealth Management, Lines Of Credit, Investments, Financial Modeling, Underwriting, Due Diligence, Finance, Cash Management, Retirement Planning
Education
University of San Diego 1991 — 1995
International Relations with a Minor in History
University of San Diego
MUFG Americas October 2007 - Present
Wells Fargo April 2005 - October 2007
Wells Fargo August 1996 - March 2005
Skills
Basel II, Credit Risk, Portfolio Management, Banking, Financial Risk, Commercial Banking, Credit, Financial Services, Credit Analysis, Risk Management, Analytics, Loans, Business Analysis, Credit Cards, Financial Analysis, Operational Risk, Retail Banking, Capital Markets, Market Risk, Fixed Income, Risk Analytics, Enterprise Risk..., SAS, Executive Management, Credit Scoring, Basel Advanced Approach..., Commercial and Retail..., Financial Modeling, Derivatives, Mortgage Lending
Education
University of San Francisco - Masagung Graduate School of Management 1994 — 1996
Master of Business Administration (MBA), Finance, General
Seaside Real Estate Services February 2008 - Present
Barratt American April 2002 - September 2008
Wells Fargo September 1997 - January 2001
Education
University of San Diego 1993 — 1997
Wells Fargo April 2012 - Present
Wells Fargo & Co. June 2011 - March 2012
Wachovia January 2007 - December 2008
Wachovia June 2005 - December 2006
Intel Corporation March 2003 - September 2004
Intel Corporation February 2002 - March 2003
Intel Corporation March 2001 - February 2002
Skills
Human Resources, Performance Management, Employee Relations, Onboarding, Talent Management, Talent Acquisition, Workforce Planning, Succession Planning, Recruiting, Vendor Management, Employee Benefits, Organizational..., Employee Engagement, Deferred Compensation, Program Management, Leadership Development, Change Management, Training, Process Improvement, Coaching
Education
University of San Francisco 1994 — 1996
Masters, Business Administration
University of the Philippines 1982 — 1986
Bachelor of Arts, Psychology
KeyPoint Government Solutions October 2014 - May 2015
USIS January 2005 - September 2014
Wells Fargo July 2002 - January 2005
Skills
Microsoft Office, Customer Service, Leadership, Microsoft Excel, Outlook, Sales, Management, Training, Marketing, Investigation
Education
University of San Francisco 2002 — 2005
Bachelor of Science (BS), International Business
Financial Industry Regulatory Authority (FINRA) April 2015 - Present
Morris, Sullivan & Lemkul LLP December 2012 - February 2014
US Bank 2010 - 2011
San Diego National Bank October 2007 - May 2010
Wells Fargo July 2005 - October 2007
Bank of America May 2003 - August 2004
Skills
Loans, Commercial Lending, Banking, Legal Writing, Legal Research, Commercial Banking, Real Estate, Mortgage Lending, Small Business Lending, Financial Analysis, Corporate Finance, Litigation, Civil Litigation, Class Actions, Corporate Law, Business Planning, Business Strategy, Corporate Tax, Mergers & Acquisitions, Due Diligence, Westlaw, Management, Leadership, Finance, Sales, Consumer Lending, Customer Service, Credit
Education
University of San Diego School of Law 2011 — 2013
Juris Doctor, Law -Concentration in Business and Corporate Law
Wells Fargo Regional Banking
Virginia Polytechnic Institute and State University 2001 — 2005
Bachelor of Science (B.S.), Finance, Insurance, and Business Law
Virginia Polytechnic Institute and State University - Pamplin College of Business 2001 — 2005
Bachelor of Science (B.S.), Finance, Insurance and Business Law
Olympic View Community Foundation March 2014 - Present
dba Partners in Non-Profit Enterprise June 2006 - Present
Dungeness Valley Health & Wellness Clinic November 2007 - January 2012
SNAP, Special Needs Advocacy Parents June 2008 - September 2009
Homeward Bound of Marin July 2001 - June 2006
Canal Alliance (formerly Canal Community Alliance) June 1997 - June 2000
County of Marin, Employment Development Department March 1997 - July 1998
10,000 Degrees (formerly Marin Education Fund) 1995 - 1997
Wells Fargo September 1981 - August 1994
Skills
Grant Writing, Fundraising, Non-profits, Marketing Communications, Community Outreach
Education
University of San Francisco 1987 — 1989
MA, Writing
University of San Francisco 1985 — 1986
BS, Organizational Behavior
University of Wisconsin-Madison 1974 — 1978
Journalism
Paradigm Wealth Management March 2015 - Present
Wells Fargo June 2013 - March 2015
Fidelity Capital Markets December 2010 - September 2011
Knight Equity Markets January 2003 - September 2010
Morgan Stanley January 2001 - January 2003
Donaldson, Lufkin, and Jenrette January 1999 - January 2001
JP Morgan Securities January 1994 - January 1999
Goldman Sachs January 1992 - January 1994
Instinet Incorporated 1987 - 1992
ITT Worldcom Inc 1985 - 1987
Skills
New Business Development, Client Services, Equity Trading, Trading, Hedge Funds, Mutual Funds, Series 7, Equities, Series 63, Electronic Trading, Cross Selling, Financial Markets, Customer Relations, Negotiation, Bloomberg, Investment Banking, Microsoft Office, Account Management, Relationship Management, Financial Services, mentoring, Customer Service, CRM, Wealth Management, Commercial Lending, Lines Of Credit, Credit, loans, small business lending, Alternative Investments, Asset Management, Derivatives, ETFs, Equity Derivatives, Equity Research, Investments, Portfolio Management, Options, Risk Management, Securities, Small Business Lending
Education
University of Scranton 1981 — 1985
bs, marketing
Wagner College
MBA, Finance
st peters prep
VISA Information Security AnalystVisaMarch 2012 - September 2014
Wells Fargo January 2010 - January 2011
Computer Sciences Corporation November 2003 - July 2008
CSC 2003 - 2008
Computer Sciences Corporation 2003 - 2008
Providian Financial 1999 - 2003
Skills
Active Directory, System Administration, ITIL, Security, Disaster Recovery, Management, Troubleshooting, BMC Remedy
Education
University of San Francisco 1993 — 1995
Bachelor of Science, Organization Behavior Science
Wells Fargo 2010 - Present
Wells Fargo 2008 - 2010
Wachovia Dealer Services 2007 - 2008
ACC Consumer Finance 2006 - 2007
HSBC 2005 - 2006
Considine & Considine 2001 - 2004
Skills
Management, Marketing, Strategic Planning, Finance, Financial Analysis, Marketing Strategy, Sales, Negotiation, Credit Analysis, Forecasting, Risk Management, Relationship Management, Loans, Credit, Banking
Education
University of San Diego
Bachelor's Degree, Accounting and Finance
Wells Fargo February 2014 - Present
Pacific Pulmonary Services August 2012 - January 2014
Pacific Pulmonary Services 2011 - 2013
Pacific Pulmonary Services July 2011 - July 2012
Wells Fargo Bank April 2010 - June 2011
Fillippone Consulting Associates (FCA) December 2007 - May 2010
Wells Fargo Bank June 2009 - March 2010
Kaiser Permanente July 2008 - May 2009
Sutter Health December 2007 - October 2008
Sutter Health Sacramento December 2007 - October 2008
Skills
Unix, Vendor Management, Data Center, Disaster Recovery, Visio, PMP, Servers, Security, PMO, Software Documentation, Integration, Software Development, Project Management, Requirements Analysis, SDLC, Firewalls, Testing, Switches, Virtualization, Databases, System Deployment, IT Operations
Education
University of San Francisco 1985 — 1988
BS, Information Systems
Wells Fargo July 2011 - Present
Wachovia September 1999 - June 2011
JP Morgan April 1997 - September 1999
Infocom Techonologies September 1995 - April 1997
China Banking Corporation April 1994 - September 1995
Education
University of Santo Tomas 1988 — 1993
BS Engineering, Electronics and Communications
Fidelity Investments November 2010 - Present
Veritude August 2009 - October 2010
Fidelity Investments December 1995 - February 2009
ITT Sheraton June 1989 - December 1995
Wells Fargo June 1985 - May 1989
Self Employed, Contractor April 1984 - April 1985
Signetics June 1982 - April 1984
Riggs Bank August 1979 - June 1982
Skills
VSAM, TSO, REXX, CICS, JCL, COBOL, Assembly, ISPF, z/OS, IBM Utilities, FTP, DB2, IBM Mainframe, Intertest
Education
University of San Francisco
BA, Information Systems Management
Wells Fargo November 2013 - Present
Bank of the West 2011 - November 2013
Wells Fargo Bank 2010 - October 2011
Union Bank 2008 - 2010
Union Bank 2007 - 2008
Rabobank 2006 - 2007
San Diego Community Bank 2005 - 2006
Skills
USA PATRIOT Act, AML, Bank Secrecy Act, KYC, Banking, Risk Assessment, Due Diligence, OFAC, Compliance Program..., Compliance Monitoring, Testing, Project Management
Education
University of San Francisco
Bachelor of Science (BS), Economics
First Republic Bank July 2014 - Present
Bank of the West November 2009 - June 2014
JPM Chase (formerly WaMu) November 2007 - October 2009
CITIBANK NORTH AMERICA January 2006 - November 2007
BANK OF AMERICA NT&SA June 1993 - October 2005
Wells Fargo June 1990 - June 1993
Skills
Risk Management, Credit Risk, Financial Risk, Banking, Credit, Portfolio Management, Commercial Banking, Forecasting, Analysis, Strategy, Financial Services, Management, Leadership, Mergers, Fraud, Operational Risk, Relationship Management, Finance, Retail Banking, Staff Management, Risk Analytics, Financial Modeling, Financial Analysis, Credit Analysis, Mergers & Acquisitions, Analytics, Loans, Mortgage Lending, Operational Risk..., Business Analysis, Risk Assessment, AML, Basel II, Internal Audit, Governance, Credit Cards, Commercial Lending, Vendor Management, Treasury Management, Consumer Lending, Small Business Lending, Anti Money Laundering
Education
University of San Francisco
BS, Mathematics
Providence Health & Services July 2008 - January 2010
ClearPoint December 1999 - July 2008
Towers Perr September 1994 - December 1999
Wells Fargo January 1991 - May 1992
Wells Fargo May 1987 - April 1990
Wells Fargo May 1986 - May 1987
Wells Fargo 1983 - 1986
Education
University of San Francisco 1986 — 1989
Master's, Human Resources & Organizational Development
WELLS FARGO March 2001 - Present
Solidbank Corporation June 1991 - December 1998
Education
University of Phoenix
Master of Business Administration (MBA)
University of Santo Tomas
B.S. Psychology
Meg Sexton Photography 2009 - Present
Wells Fargo 2006 - 2012
Stanford Court Hotel 2004 - 2006
Skills
Photography, Digital Photography, Portrait Photography, Wedding Photography, Photojournalism, Commercial Photography, Event Photography, Lifestyle Photography, Fine Art Photography, Event Planning, Marketing Event Planning, Event Based Marketing, Social Media, Social Media Marketing, Marketing Communications, Meeting Planning, Marketing, Event Management, Adobe Creative Suite
Education
University of San Francisco 2002 — 2004
BA, Communications
Wells Fargo July 2011 - Present
Wells Fargo 1998 - 2011
Skills
Employee Benefits, Invoicing, Program Management, Analysis, Customer Service, Policy, Systems Analysis, Payroll, User Acceptance Testing, Databases, Life Insurance, Benefits Administration
Education
University of Santo Tomas 1971 — 1975
BS Biochemistry
Docs and Images / Event Designs Pro March 2013 - Present
FedEx Office February 2011 - December 2012
EastWest Communications LLC July 2007 - December 2010
Wells Fargo July 2002 - October 2003
Hewlett-Packard May 1995 - July 1996
WS Publishing (Computerworld, PC World) September 1991 - April 1995
Skills
Management, Marketing Strategy, Customer Service, Customer Satisfaction, Sales, Social Media, Lead Generation, Marketing, Marketing Communications, Social Media Marketing, Time Management, Advertising, Strategic Planning, Project Management, Microsoft Office, New Business Development, Event Management, Public Relations, Online Advertising, Leadership, Microsoft Excel, Event Planning, Program Management, Business Development, Social Networking, Entrepreneurship, Account Management, Online Marketing, Digital Marketing
Education
University of Santo Tomas
Bachelor of Arts (B.A.) in Communication Arts
University of Santo Tomas
Bachelor of Arts (B.A.)
Guardian Analytics September 2014 - Present
Wells Fargo March 2013 - April 2014
AGLA September 2012 - March 2013
The Guardian Life Insurance Company of America August 2011 - July 2012
Atlas Capital Advisors LLC March 2011 - August 2011
Dryden, Margoles, Schimaneck & Wertz December 2006 - March 2011
Skills
Microsoft Excel, PowerPoint, Leadership, Account Management, Zoho, Microsoft Office, Microsoft Word, Finance, Insurance, Banking, Sales, Marketing, Business Development, Strategic Planning, Customer Service, Employee Benefits, Negotiation, Risk Management, Contract Negotiation, Salesforce.com, Event Planning, Data Analysis, Public Speaking, Series 63, Outlook, Social Media Marketing, Fundraising, Social Media
Education
University of San Francisco 2009 — 2010
BA, Politics
Wells Fargo January 2005 - Present
Wells Fargo Bank 2004 - 2014
Education
University of San Diego 1983 — 1986
MBA, Business
San Francisco Federal Credit Union August 2015 - Present
San Francisco Federal Credit Union January 2014 - August 2015
San Francisco Federal Credit Union August 2011 - January 2014
San Francisco Federal Credit Union January 2011 - August 2011
Wells Fargo August 2009 - January 2011
Skills
Commercial Banking, Business Development, Financial Analysis, Banking, Financial Services, Retail Banking, Sales, Loans, Credit, Consumer Lending, Credit Unions, Portfolio Management, Small Business Lending, Finance, Credit Analysis, Risk Management, Commercial Lending, Credit Risk, Underwriting, Loan Origination, Customer Service
Education
University of San Francisco
BS, Finance
Umpqua Bank January 2015 - Present
JP Morgan Chase January 2005 - November 2014
Union Bank 2003 - 2005
Bank of America 1995 - 2001
Wells Fargo 1993 - 1995
Citi 1988 - 1993
Wells Fargo 1986 - 1988
Skills
Commercial Mortgages, Construction Loans, Underwriting, Loans, Credit, Portfolio Management, Financial Analysis, Credit Analysis, Credit Risk, Loan Origination, Due Diligence, Banking, Financial Risk, Risk Management, Loan Servicing
Education
University of San Francisco 1989 — 1991
BS - Business/Org Behavior
City College of San Francisco 1980 — 1983
Associate's Degree with Highest Honors, Business Administration and Management, General
Visa October 2011 - Present
Wells Fargo May 2010 - October 2011
United Airlines February 2008 - February 2010
Wells Fargo 2006 - 2008
Skills
Financial Modeling, Analysis, Managerial Finance, Variance Analysis, Business Intelligence, Budgets, Mergers, Finance, Management, Account Reconciliation, Financial Analysis, Essbase, Hyperion Enterprise, Strategic Financial..., Forecasting, Marketing, Financial Reporting, Corporate Finance, Hyperion Planning
Education
University of San Francisco 2004 — 2005
BA, Economics -- Emphasis in Financial Analysis
City National Bank October 2015 - Present
City National Bank February 2010 - September 2015
City National Bank - Commercial Banking January 2010 - January 2013
Wells Fargo 2009 - 2010
GE Capital April 1997 - December 2008
Trans Ocean Ltd 1991 - 1996
Skills
Commercial Lending, Loans, SBA, Finance, Real Estate, Credit Analysis, Commercial Banking, Banking, Small Business Lending, Financial Analysis, Asset Based Lending, Financial Services, Commercial Mortgages, Small Business, Treasury Management, Relationship Management, Due Diligence, Cross Selling, Retail Banking, Wealth Management, Financial Structuring, Consumer Lending, Loan Origination, Commercial Real Estate, Corporate Finance, Investments
Education
University of San Francisco
Bachelors, Economics
University of San Francisco
Bachelor of Science Applied Economics
Wells Fargo April 2010 - Present
HSBC Bank January 2007 - April 2010
Skills
C, Creative Problem Solving, Unix, Perl, Shell Scripting, MySQL, System Administration, SDLC, Software Development, JavaScript, Databases, Java, Solaris, Unix Shell Scripting, Bash, AJAX, Linux, Servers
Education
University of Scranton 2002 — 2006
BS, Computer Science, Philosophy
Wells Fargo February 2009 - May 2011
SunTrust Mortgage February 2000 - November 2008
Bank of America January 1999 - January 2000
Allied Domecq January 1993 - August 1998
United Distillers January 1990 - January 1993
Education
Webster University 2002 — 2004
Master of Business Administration
University of Santo Tomas 1986 — 1990
Business Management
UCSF May 2014 - August 2014
National Student Nurses' Association May 2013 - August 2014
University of San Francisco/University of California San Francisco January 2011 - August 2014
University of San Francisco January 2014 - May 2014
Wells Fargo January 2008 - May 2013
Skills
Nursing, Leadership, Small Business, Finance, Banking, Nursing Education, Volunteering, Retail Banking, Licensed Life Insurance..., Portfolio Management, BLS, Investments, Financial Analysis, Insurance, Notary Public, Customer Service, Nursing Care, Pediatric Nursing, Pediatric Intensive Care, Oncology Nursing, Patient Safety, Patient Education, Patient Advocacy
Education
University of San Francisco 2011 — 2014
Bachelor's of Science, Registered Nursing/Registered Nurse
Wells Fargo March 2001 - Present
Wells Fargo Home Mortgage March 2000 - December 2004
Bank One/First Chicago Bank January 1995 - February 2000
Skills
Mortgage Lending, Loan Servicing, Commercial Banking, Management, Loans, Financial Analysis
Education
University of Santo Tomas
Bachelor of Science, Business Administration
Wells Fargo December 2012 - April 2013
Kaiser Permanente May 2008 - November 2012
Sutter East Bay Medical Foundation January 2008 - May 2008
Blue Shield of California September 2006 - December 2007
Welss Fargo Bank August 2005 - September 2006
Alta Bates Summit Medical Center September 2003 - August 2005
AT&T June 1984 - October 2002
Skills
System Administration, Outlook, Time Management, Visio, Administrative..., Administration, Microsoft Excel
Education
University of Santo Tomas
Bachelor's degree, Political Science
Self Employed June 2014 - Present
Jewish Community Center September 2013 - Present
Wells Fargo December 2012 - March 2013
US Bank November 2011 - December 2012
RingCentral August 2011 - November 2011
RingCentral June 2010 - September 2011
JFCS November 2010 - April 2011
StarMine June 2008 - June 2009
Skills
Salesforce.com, SaaS, Strategic Partnerships, Public Speaking, Sales, Leadership
Education
University of San Francisco 2011 — 2015
Computer Science
Saint Ignatius College Preparatory 2007 — 2011
High School Diploma, General Studies
Wells Fargo March 2013 - Present
Swim King Pools June 2010 - February 2013
GEICO December 2011 - April 2012
Mount Sinai School District June 2010 - August 2010
Consumer Credit Counseling Services of Northeastern Pennsylvania February 2009 - May 2009
Skills
Microsoft Office, Retail Management, Retail, Customer Service, Multitasker, Strategy, Leadership, Insurance
Education
University of Scranton
Bachelors of Science, Business Administration
LearnVest, Inc. February 2014 - Present
LearnVest, Inc. February 2013 - February 2014
Wells Fargo August 2011 - February 2013
Omabuild Corporation May 2011 - June 2011
Skills
Financial Modeling, Financial Analysis, Finance, Portfolio Management, Credit, Banking, Microsoft Excel
Education
University of Scranton 2010 — 2012
BS, Finance
The First National Bank of Long Island February 2014 - Present
Wells Fargo June 2012 - January 2014
Chase May 2010 - June 2012
Capital One August 2006 - June 2010
Skills
Business Development, Leadership, Management, Portfolio Management, New Business Development, Sales
Education
University of Scranton 2002 — 2006
Bachelor of Science (BS), Political Science and Government
First Bank February 2004 - Present
Wells Fargo 1981 - 1997
Skills
Banking
Education
University of Santo Tomas 1971 — 1976
Bachelor of Science (B.S.), Mathematics
Wells Fargo November 2000 - Present
Education
University of San Francisco
Wells Fargo Business Banking October 2012 - Present
Wells Fargo May 2009 - October 2012
Wells Fargo March 2008 - May 2009
Education
University of San Francisco
Bachelor of Science (B.S.), Finance, General
Wells Fargo February 2013 - December 2013
Empire Ranch Golf Course February 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Strategic Planning
Education
University of San Francisco 2014 — 2015
Bachelor of Science (B.S.), Business Management