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
Wells Fargo June 2015 - Present
Target August 2009 - September 2014
Independent Capital Management June 2013 - June 2013
Skills
Leadership, Team Building, Management, Customer Satisfaction, Microsoft Office, Microsoft Excel, Microsoft Word, Automotive Engineering, Team Problem Solving
Education
California State University-Fullerton 2009 — 2016
Entrepreneurship/Risk Management
Milwaukee Tool February 2015 - Present
Techtronic Industries November 2014 - February 2015
Techtronic Industries May 2013 - November 2014
Techtronic Industries September 2012 - May 2013
Hilti February 2012 - September 2012
Wescom Credit Union March 2011 - January 2012
Apex Global June 2010 - August 2010
Wells Fargo December 2009 - June 2010
Skills
Leadership, Marketing, Management, Customer Service, Marketing Strategy, Sales, Sales Management, Negotiation, Strategic Planning, Sales Operations, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Retail, Project Management, Business Strategy, Social Media, Foreign Languages, College Recruiting, Recruiting, Sales Presentations, Salesforce.com, New Business Development, Public Speaking
Education
California State University-Fullerton 2009 — 2011
Bachelor's degree, International Business, focus in Spanish
Mesa Community College 2008 — 2009
Associate of Arts (A.A.)
Snow College 2004 — 2007
Business
BrainPilots February 2013 - Present
Wells Fargo February 2012 - January 2013
Wells Fargo April 2009 - June 2010
Wells Fargo 1984 - 2010
Wells Fargo August 2007 - March 2009
Wells Fargo March 2004 - August 2007
Wells Fargo January 1999 - January 2004
Skills
Production Support, Virtual Office, Mainframe, Enterprise Architecture, Disaster Recovery, SDLC, Integration, SharePoint, Change Management, Business Analysis, IT Management, Requirements Analysis, Vendor Management, Software Documentation, Project Management, Program Management, Visio, Process Improvement, Team Leadership, Team Building, IT Strategy, Training, Strategy, Leadership, Outsourcing, Project Portfolio..., PMO, Management, Hypnotherapy, Stress Management, Smoking Cessation, Weight Loss Coaching, Insomnia, Risk Management, Business Process..., PMP, Security, Business Process, Consulting, Governance, Data Center, Software Project...
Education
Knightsbridge Institute 2011 — 2012
Certification, Hypnotherapy/Hypnotherapist
California State University-Fullerton 1982 — 1986
Bachelor of Arts, Psychology
Youth Business Alliance September 2015 - Present
Pacific Premier Bank July 2015 - Present
CommerceWest Bank July 2014 - August 2015
Union Bank February 2013 - July 2014
Wells Fargo February 2011 - February 2013
Verizon Wireless August 2009 - February 2011
Skills
Loans, Credit, Banking, Mortgage Lending, Consumer Lending, Small Business Lending, Credit Analysis, Commercial Banking, Commercial Lending, Loan Origination, Retail Banking, Mortgage Banking, Lines Of Credit, Portfolio Management, Refinance, Small Business, Sales, Finance, Investments, Cross Selling, Investment Properties, Real Estate, Relationship Management, Cash Management, Deposits, Underwriting, Anniversaries, Financial Services, Residential Mortgages
Education
USC 2013 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Cal State Fullerton 2013 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Orange Coast College 2008 — 2013
Associate's degree, Business Administration and Management, General
Axelon Services Corp. November 2014 - June 2015
MAXIMUS January 2013 - July 2014
Asian Pacific Health Care Venture, Inc. January 2009 - June 2012
Wells Fargo February 2006 - November 2007
Skills
IT Solutions, IT Recruitment, SDLC, Front-end Development, Recruiting, Customer Service, Public Speaking, Training, Microsoft Excel, Program Management, Applicant Tracking..., Community Outreach, Microsoft Office, Microsoft Word, Nonprofits, Social Networking, Research, Talent Management, Talent Acquisition, Temporary Placement, Interviews, Public Health, Data Analysis, Social Media, Healthcare, Program Development, Career Counseling, Cancer, Payments, Event Planning, PowerPoint, Teaching, Treatment, Breast Cancer, Databases, Health Policy, Event Management, Deposits, Team Leadership, ATS, JobDiva, HeadHunting, Talent Search, Recruitment, Onboarding, Time Management, Administration, Sales, Human Resources, Data Warehouse...
Education
California State University-Fullerton 2004 — 2008
Bachelors, Psychology, Criminal Justice
Progressive Insurance June 2013 - Present
Wells Fargo February 2008 - Present
Education
Cal State Fullerton
California State University-Los Angeles
Amazon November 2014 - Present
Capital Group / American Funds May 2014 - October 2014
Capital Group / American Funds April 2013 - May 2014
Capital Group / American Funds May 2010 - April 2013
Capital Group / American Funds September 2005 - May 2010
Capital Group / American Funds January 2004 - September 2005
Wells Fargo 2003 - 2004
Skills
Leadership, Talent Management, Succession Planning, Organizational Design, Organizational..., Leadership Development, Organizational..., Business Strategy, Talent Acquisition, Recruiting, Human Resources, Situational Leadership, Building World Class..., Development Of Employees, Personnel Management, Employee Relations, Onboarding, Employee Engagement, Performance Management, Training, Employee Benefits, Consulting, Executive Search, Strategy, Management, Technical Recruiting, Workforce Planning, College Recruiting, Applicant Tracking..., Coaching, Career Development, Interviews, Vendor Management, Management Development, Career Counseling, Job Coaching, Resume Writing, HR Consulting, Change Management, Hiring, Employer Branding, Relationship Management, Strategic Planning, Lominger Leadership..., Process Improvement, HRIS, Sourcing, Compensation & Benefit, Job Analysis, HR Policies
Education
California State University-Fullerton 1999 — 2003
Bachelor's Degree, Communication, General
Mt. San Antonio College August 2015 - Present
Los Angeles Trade Technical College August 2015 - Present
California State University, Fullerton June 2015 - Present
North Orange County Community College District October 2014 - Present
Wells Fargo June 2009 - June 2015
North Orange County Community College District March 2014 - May 2014
Centro Latino for Literacy April 2013 - June 2013
Ikea February 2007 - September 2009
Starbucks 2006 - 2007
Skills
Document Drafting, Sales Operations, Operations Management, Business Correspondence, Report Writing, Reporting & Analysis, Fraud Detection, Critical Thinking, English Literature, Spanish-speaking, Proofreading, Academic Tutoring, Non-profit Volunteer, Editing, Research, Spanish
Education
California State University-Fullerton 2013 — 2015
Master’s Degree, Education- TESOL
California State University-Los Angeles 2011 — 2013
Bachelor of Arts (B.A.), English Language and Literature, General, Cume Laude
Pasadena City College 2008 — 2011
Associates of Arts in Humanities, English Literature
Adecco Group January 2015 - Present
Adecco Group April 2013 - January 2015
Adecco January 2012 - March 2013
Wells Fargo January 2005 - October 2011
Skills
Onboarding, Background Checks, Payroll, Applicant Tracking..., Employee Relations, HRIS, Coordinators, Order Management, Recruiting, New Hire Orientations, Training, Human Resources, Interviews, Management
Education
California State University-Fullerton 2007 — 2011
B.A; A, Business Administration; Human Resources
Orange Coast College 2005 — 2008
Associates
Action Packaging & Design, Inc. July 2007 - Present
Shout Public Relations January 2015 - May 2015
Wells Fargo October 2006 - July 2007
Starbucks June 2006 - July 2007
Skills
Management, Process Improvement, Customer Service, Customer Satisfaction, Customer Experience, Purchasing, Marketing, Time Management, Social Networking, Public Relations, Event Planning, Facebook, Marketing Communications, Blogging, Social Media, Sales, PowerPoint, Account Management, Social Media Marketing, Press Releases
Education
Cal State Fullerton 2013 — 2015
Bachelor of Arts (BA), Public Relations
CorePower Yoga 2013 — 2014
Power Yoga Level One 200 Hour Certification, Yoga Teacher Training/Yoga Therapy
Santa Ana College 2009 — 2012
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
California State University, Fullerton August 2010 - Present
Nordstrom June 2014 - August 2014
Pink Tanning and Body Spa January 2013 - May 2013
Pacific Monarch Resorts March 2006 - March 2007
Wells Fargo August 2005 - January 2006
Gymboree March 2004 - August 2005
Skills
Marketing, Microsoft Excel, Microsoft Office, PowerPoint, Sales Operations, Retail Sales, Visual Merchandising, Merchandising, Social Media, Marketing Communications, Social Media Marketing, Retail, Styling, Social Networking, Customer Service, Event Planning, Trend Analysis, Cashiering, Direct Sales, Facebook, Fashion, Apparel, Textiles, Sales, Financial Accounting, Management Accounting, Leadership
Education
California State University-Fullerton 2010 — 2014
Bachelor of Arts (B.A.) Business Administration, Business, Management, Marketing, and Related Support Services
Fullerton College 2007 — 2009
Associate of Arts (A.A.), Fashion Merchandising
International Trade Finance August 2011 - Present
Clark Property Management August 2011 - Present
The Norland Group August 2014 - May 2015
SHASH Artistry February 2009 - August 2011
Wells Fargo March 2009 - January 2010
Skills
Administrative..., Outlook, Spreadsheets, Office Management, PowerPoint, Microsoft Word, Microsoft Excel, Photoshop, Telephone Skills, Data Entry, UCC filings, Purchase Order Finance, Office Administration, Customer Service, Google Docs, Social Media, Visio
Education
California State University-Fullerton 2010 — 2015
Bachelor of Arts (BA), Psychology
First Republic Bank March 2015 - Present
LPL Financial March 2014 - March 2015
LPL Financial 2013 - 2013
Wells Fargo 2003 - 2012
Skills
Mortgage Lending, Loans, Credit, Banking, Series 7, Financial Services, Anti Money Laundering, Investments, Portfolio Management
Education
California State University-Fullerton
Bachelor of Arts (B.A.), Business Administration, Finance
Providence First Insurance Services January 2010 - Present
Wells Fargo September 2007 - August 2009
LandAmerica Commonwealth 2005 - 2008
Skills
Customer Service, Insurance, Small Business, Underwriting, Property & Casualty..., Sales, Mortgage Lending, Selling
Education
California State University-Fullerton 2000 — 2005
Bachelors, Finance
Los Angeles Lakers November 2014 - Present
Legends June 2014 - Present
The Law Offices of Renuka V. Jain September 2013 - March 2014
Wells Fargo February 2013 - September 2013
Phyllis Klein & Associates January 2013 - March 2013
J.P. Turner & Company January 2012 - June 2012
Drawer Box Specialties August 2011 - December 2011
Skills
Facebook, Social Media, Public Relations, Social Media Marketing, Social Networking, Press Releases, Event Planning, Blogging, Public Speaking, Research, Editing, Non-profits, Media Relations, Microsoft Office, Management, Leadership, CRM, Marketing, Customer Service
Education
California State University-Fullerton 2008 — 2012
Bachelors of Arts, Communications; Public Relations
Toyota USA February 2015 - Present
Hyundai Capital America October 2013 - February 2015
JPMorgan Chase March 2012 - July 2013
Wells Fargo January 2005 - March 2012
Skills
Applicant Tracking..., Sourcing, College Recruiting, Training, Interviews, Recruiting, Leadership, Hiring, Talent Acquisition, Time Management, Sales Operations, Customer Service, Sales, Sales Management, Negotiation, Management, Team Building
Education
California State University-Fullerton
Bachelors
Bank of America November 2014 - Present
Bank of America July 2012 - October 2014
Bank of America December 2009 - July 2012
Optometry Center December 2007 - January 2010
Wells Fargo May 2007 - December 2007
Skills
Customer Service, Excel, PowerPoint, Sales, Banking, Teamwork, Coaching, CRM, Team Building, Marketing Strategy, Customer Satisfaction
Education
University of La Verne 2015 — 2018
Master of Science (MS), Leadership and Management
California State University-Fullerton 2006 — 2011
BA; 2011, Business Administration; an emphasis in Marketing
Burke Capital Corporation January 2011 - Present
Focus Business Bank August 2014 - August 2015
Heritage Bank of Commerce August 2008 - December 2010
First Bank March 2007 - August 2008
Comerica Bank 1984 - 2007
Wells Fargo 1978 - 1984
Union Bank 1973 - 1978
Skills
Commercial Banking, Loans, Credit, Portfolio Management, Risk Management, Asset Based Lending, Middle Market, Cash Flow Lending, Financial Structuring, Debt Restructuring, Credit Analysis, Managerial Finance, Restructuring, Commercial Lending, Credit Risk, Small Business Lending, Commercial Mortgages, Financial Institutions, Structured Finance, Syndications, Commercial Finance, Securitization, Financial Risk, Funding, Management, Treasury Management, Trade Finance, Loan Origination, Leveraged Finance, Cash Management, Operational Risk, Turn Around Management, Loan Portfolio Analysis, Problem Management, Problem Analysis, Financial Services, Executive Management, Financial Analysis, Banking, Underwriting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1983 — 1985
Executive Award Certificate, The Graduate School of Credit and Financial Management (GSCFM)
University of Southern California 1972 — 1973
Master of Business Administration (MBA)
California State University-Fullerton 1970 — 1972
Bachelor's degree, Accounting
NewMark Merrill Companies March 2015 - Present
405 Network January 2014 - Present
Marcus & Millichap January 2015 - March 2015
Wells Fargo August 2012 - January 2015
Bank of America April 2010 - August 2012
REObroker.com/Pacific Moon Real Estate October 2008 - June 2011
Help U Finance January 2007 - May 2008
Skills
Accounting, Finance, Project Management, Process Improvement, Team Management, Account Reconciliation, CAM Reconciliation, Transaction Processing, Real Estate, Financial Transactions, Sales, Leadership, Business Coaching, Employee Training, Engaging Speaker, Budgets, Invoice Processing, Public Speaking, QuickBooks, Sales Management, Project Coordination, Business Process, Business Development, Strategic Consulting, Management Training..., Instructor-led Training, Dynamic Speaker, Group Training, Operations Management, CRM Databases, Project Planning, Bilingual-English/Spanis..., Mortgage Servicing, Mortgage Lending, Mortgage Underwriting, Relationship Management, Exceptional People..., Office Administration, Real Estate Transactions, Real Estate Financing, Small Business, Small Business Lending, Transaction Management, Building Relationships, Community Engagement, Non-profit Volunteer, Schedules, Manage Client...
Education
California State University-Fullerton 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Los Angeles Police Protective League April 2014 - Present
Freedom Communications Inc. February 2014 - April 2014
Wells Fargo November 2007 - April 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Final Cut Pro, InDesign, Photoshop, Blogging, Public Relations
Education
California State University-Fullerton 2011 — 2014
Bachelor's degree, Communication, Journalism, and Related Programs
Polly's Pies January 2015 - Present
Wells Fargo April 2011 - July 2014
Dockers August 2009 - March 2011
Sunglass Gallery June 2008 - August 2009
Skills
Public Speaking, Loan Origination, Banking, Credit, Insurance, Sales, Risk Management, Financial Analysis, Relationship Management, Mortgage Banking, Retail Banking, Mortgage Lending, Loans, Real Estate, Sales Management, Underwriting, Cross Selling, Small Business, Credit Analysis, Commercial Banking, Finance, Consumer Lending, Small Business Lending
Education
Cal State Fullerton 2013 — 2015
Bachelor of Arts (B.A.), Communication and Advertising
Mt. San Antonio College 2009 — 2013
Associate of Arts (A.A.), Communication, General
Wells Fargo Advisors October 2014 - Present
Wells Fargo Advisors November 2012 - September 2014
Wells Fargo March 2010 - November 2012
Skills
Retirement Planning, Wealth Management, Customer Service, Investment Planning, 401k Rollovers, College Education..., Estate Investment..., Relationship Management, Insurance, Tax-efficient Strategies, Saving & Investing
Education
California State University-Fullerton 2005 — 2008
Bachelor of Arts (B.A.), Finance
Capital Group April 2014 - Present
Capital Group October 2013 - March 2014
Capital Group January 2013 - October 2013
Sport Chalet June 2003 - June 2013
Wells Fargo May 2009 - March 2010
Skills
Microsoft Office, Mac OS X, Analytic Thinking, Positive Team Player, Competitive, Collaboration, Team Management, Athletics, Management, OS X, Product Marketing, Marketing Communications, Financial Services, Salesforce.com, Sales Management, Asset Management, Relationship Management
Education
California State University-Fullerton 2005 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Long Beach City College 2003 — 2005
University of California, Riverside 2002 — 2003
Expedia, Inc. January 2015 - Present
Experian January 2014 - January 2015
MFour Mobile Research April 2012 - January 2014
Wells Fargo December 2010 - April 2012
Wells Fargo September 2008 - October 2010
Wells Fargo January 2007 - August 2008
The Better Golf Academy June 2006 - December 2007
Diedrich Coffee December 2004 - January 2006
Skills
Market Research, Marketing, Marketing Research, Microsoft Excel, Sales, Leadership, Data Analysis, Analysis, Customer Service, Business Development, Microsoft Office, Financial Analysis, Customer Satisfaction, Account Management, Marketing Strategy, Research, Online Advertising, Salesforce.com, Business Strategy, Team Management, Social Media Marketing, Project Management, Management, Social Networking, New Business Development, Sales Operations, PowerPoint, Team Leadership, SPSS, Team Building, Training, Event Planning, Social Media, Direct Sales, Strategic Planning, Microsoft SQL Server, SQL, Omniture, Adobe Creative Suite, A/B testing, Tableau, Analytics
Education
California State University-Fullerton 2008 — 2011
Marketing, Business Administration
Disneyland Resort June 2013 - Present
Billabong International January 2013 - May 2013
Wells Fargo June 2009 - December 2012
Skills
Microsoft Excel, Data Entry, Customer Service, Outlook, Access, Finance, Accounting, Management, Analysis, Financial Statements, Marketing, Leadership, Spreadsheets, Social Networking, Event Planning, Microsoft Word, Social Media
Education
California State University-Fullerton 2013 — 2015
Bachelor of Science (B.S.), Finance and Financial Management Services
California State University-Fullerton 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, Senior
The Enthusiast Network (TEN) March 2014 - Present
PacMin, Inc. November 2013 - March 2014
Wells Fargo May 2007 - March 2012
Fivestar Electronics Inc. December 2003 - May 2007
Skills
Financial Analysis, Accounts Receivable, Analysis, Corporate Finance, Strategy, Microsoft Excel, Accounting, Working Capital..., Microsoft Office, Organizational Behavior, Strategic Management, Business Communications, International Economics, Management and Operation, Account Reconciliation, Auditing, Management, Customer Service, General Ledger, Finance
Education
California State University-Fullerton 2006 — 2013
Bachelor's Degree, Finance, General
Infinity Insurance April 2015 - Present
City of Anaheim August 2014 - April 2015
Padilla & Associates January 2013 - January 2014
Wells Fargo January 2010 - January 2014
Skills
Banking, Finance, Financial Analysis, Credit, Loans, Risk Management, Retail Banking, Microsoft Excel, Credit Analysis, Cash Management, Commercial Banking, Portfolio Management, Outlook, Sales, Leadership, Customer Service, Teamwork, Facebook, Time Management, Research, Social Networking
Education
California State University-Fullerton 2010 — 2014
Bachelor of Arts (B.A.), Public Administration
Canyon High School
Canyon High School
SchoolsFirst Federal Credit Union August 2012 - Present
First Foundation Inc. June 2010 - June 2012
Wells Fargo June 2009 - June 2010
Wachovia Bank April 2007 - June 2009
World Savings Bank January 1999 - April 2007
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Customer Service, Mentoring, Internal Audit, Operations Management, Banking
Education
California State University-Fullerton 1999 — 2001
Child Development
Santa Ana College 1996 — 1999
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Crown Castle September 2015 - Present
Union Bank July 2013 - June 2014
Wells Fargo July 2012 - June 2013
Wells Fargo January 2010 - June 2012
Wells Fargo January 2009 - December 2010
Wells Fargo December 2005 - December 2009
Skills
Banking, Sales, Loans, Small Business Lending, Finance, Credit, Retail Banking, Mortgage Lending, Commercial Banking, Customer Service, Microsoft Office, Consumer Lending, Loan Origination, Management, Admissions, Higher Education, Academic Advising, Enrollment Management, Student Development, Student Affairs, Microsoft Word, Social Media, Leadership, PowerPoint, Social Networking
Education
California State University-Fullerton
Menasha Packaging February 2014 - Present
Menasha Packaging October 2011 - February 2014
Wells Fargo April 2008 - October 2011
Skills
Sales, Leadership, Marketing, Market Research, Analysis, Photography, Brand Development, Packaging, Microsoft Excel, Team Building, Relationship Management, Photoshop, Business Strategy, Project Management, Strategic Planning, POP Displays, Continuous Improvement, Corrugated, ArtiosCAD, Retail Displays, Visual Merchandising, Supply Chain..., Retail Packaging
Education
California State University-Fullerton 2008 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Orange Coast College 2007 — 2009
Associate of Arts (AA), Marketing
City of Fullerton March 2015 - Present
Telemundo Media, a division of NBCUniversal May 2003 - June 2013
Univision Communications Inc. 1999 - 2003
Tenet Healthcare 1997 - 1999
Wells Fargo 1995 - 1997
Skills
Broadcast Journalism, Management, Leadership, Television, Breaking News, Editorial, Communication, Producing, Field Producing, Storytelling, Video Production, Writing, Spanish, Special Events..., Project Planning, Video, Avid, Editing, New Media, Social Media
Education
California State University-Fullerton
Digital Marketing
California State University-Long Beach 1993 — 1999
Bachelor's degree, Broadcast Journalism, Minor in Business Management
Mater Dei High School 1990 — 1993
Investment Property Group 2015 - Present
COUNTRY Financial® April 2012 - Present
Wells Fargo November 2008 - February 2012
Merrill Lynch September 2005 - October 2008
Skills
Disability Insurance, Retirement Planning, Life Insurance, Long Term Care Insurance, Fixed Annuities, Retirement, Term Life Insurance, Insurance, Long-term Care, Property & Casualty..., Health Insurance, Whole Life, Series 6, Series 63, Commercial Insurance, Estate Planning, Mutual Funds, Wealth Management, Underwriting, Series 7, Financial Advisory, Universal Life, Investments, Marketing, Sales, Risk Management
Education
California State University-Fullerton
Bachelor of Arts (B.A.), Public Relations
VPHS
VPHS
School's First FCU March 2015 - Present
Diamond Hills Realty June 2012 - Present
Prime Perspective Photography June 2011 - Present
Wells Fargo January 2014 - February 2015
Titan Shops Bookstore July 2007 - May 2013
Skills
Photography, Customer Service, Real Estate, Portraits, Photos, On Location, Lightroom, Social Media
Education
California State University-Fullerton 2007 — 2013
Bachelor of Science Degree, Business Administration and Management, General
Diamond Bar High School 2003 — 2007
High School Diploma
LXGNDXRY January 2014 - Present
Wells Fargo July 2009 - July 2015
Grupo Gallegos May 2014 - August 2014
Cal South California State Soccer Association-South May 2013 - September 2013
Orange County Hispanic Youth Chamber of Commerce June 2012 - June 2013
Skills
Marketing, Microsoft Office, Budgets, Microsoft Word, Microsoft Excel, Accounting, Time Management, Leadership, Public Speaking, Financial Analysis, PowerPoint, Community Outreach, Customer Service, Outlook, Recruiting, QuickBooks
Education
California State University-Fullerton 2009 — 2014
Bachelor of Business Administration (BBA), Business Administration
Wells Fargo October 2014 - Present
Wells Fargo July 2013 - September 2014
Union Bank December 2011 - October 2012
Skills
Training, Sales, Coaching, Customer Service, Loans, Credit, Banking, Consumer Lending, Retail Banking, Commercial Lending, Commercial Banking, Credit Analysis, Cross Selling, Lines Of Credit, Mortgage Banking, Relationship Management, Cash Management, Investments, Credit Risk, Wealth Management, Risk Management, Credit Cards, Refinance, Deposits, Securities, Branch Banking, Equities, Loan Origination, Treasury Management, Mortgage Lending
Education
California State University-Fullerton 2010 — 2015
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Western Growers April 2015 - Present
Water Is Life August 2014 - Present
Wells Fargo December 2014 - April 2015
TFC Credit Services June 2013 - June 2014
MojoMoxy and S.H.E June 2012 - December 2012
Taylor Mortgage Lawyers June 2011 - August 2011
Skills
Account Reconciliation, Accounting, Bookkeeping, Quickbooks, Bank Reconciliation, Accounts Receivable, Microsoft Office, Cantonese, Sales Commissions, Web-based Research, Computer Building, Financial Forecasting, CRM, Accounts Payable, Forecasting, Analysis, Sales, QuickBooks
Education
California State University-Fullerton 2008 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Maranatha High School 2004 — 2008
SGCS
City of Mission Viejo April 2013 - Present
Escoe Bliss Incorporated dba Escoe Bliss Professional Resources January 2012 - March 2013
Escoe Bliss Professional Resources May 2010 - January 2012
KOA Corporation June 2007 - April 2010
Wells Fargo October 2005 - August 2006
Skills
Accounting, Payroll, Accounts Receivable, Accounts Payable, Account Reconciliation, Invoicing, Process Improvement, Administration, Problem Solving, Budgeting, Sage Act, Deltek Accounting..., Illustrator, QuickBooks, Photoshop, Microsoft Word, Microsoft Excel, Microsoft Office, Budgets, Project Management, Analysis, Office Management
Education
Cal State Fullerton
Business Administration, Management
Saddleback College
Associates, Business Administration/ Accounting
Wells Fargo July 2014 - Present
Hyundai Capital America February 2013 - July 2014
Brinker International June 2007 - February 2013
Royal Bank of Scotland June 2012 - August 2012
MassMutual Financial Group August 2010 - November 2010
Blessed Sacrament Church May 2004 - August 2007
Skills
Financial Analysis, Microsoft Office, Credit Analysis, Restrictive Covenants, Covenant Compliance, Spreads, Leadership, Strategic Financial...
Education
California State University-Fullerton 2007 — 2011
Bachelor's degree, Finance, General
Travelers April 2013 - Present
Travelers December 2012 - April 2013
Wells Fargo February 2008 - December 2012
Wells Fargo May 2007 - February 2008
Wells Fargo August 2005 - April 2007
Albertsons May 2003 - August 2005
Skills
Insurance, Sales Management, Marketing, Customer Service, CRM, Sales, Portfolio Management, Financial Analysis, New Business Development, Banking, Management, Selling, Account Management, Mortgage Lending
Education
Cal State Fullerton 2005 — 2007
Bachelors of Business Administration, General Management
First Allied Securities September 2013 - August 2014
LPL Financial November 2012 - September 2013
Wells Fargo May 2010 - February 2012
Self-employed June 1998 - May 2010
Sheppard Associates June 1996 - March 1998
Skills
Editing, Writing, Copyediting, Technical Writing, Proofreading, Fact-checking, Copy Editing
Education
Cal State Fullerton 1992 — 1996
BA, English
Applied General Agency, Inc. March 2015 - Present
Health and Life Advisors August 2011 - March 2015
Wells Fargo July 2009 - October 2011
Skills
Medicare, Medicare Supplements, Term Life Insurance, Health Insurance, Life Insurance, Retirement Planning, Underwriting, Fixed Annuities, Long-term Care, Insurance
Education
California State University-Fullerton 2005 — 2007
BA, Political Science
Wimbledon Properties February 2010 - Present
Urban Seoul March 2013 - June 2014
Kiwi Nail Lounge March 2012 - February 2014
Bank of America September 2009 - December 2010
Wells Fargo February 2008 - April 2009
Skills
Management, Sales, Negotiation, Customer Service, Invoicing, Purchasing, Property Management, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Forecasting
Education
California State University-Fullerton
Bachelor of Business Administration (BBA), Business Administration and Management, General
University High School Irvine
High School Diploma
JPMorgan Chase November 2012 - Present
Wells Fargo January 2012 - November 2012
Wells Fargo Bank November 2011 - October 2012
Wells Fargo Bank June 2010 - September 2010
Skills
Tri-lingual, Profit, Teamwork, Cold Calling, Customer Retention, Consumer Lending, Commercial Lending, Loan Origination, New Business..., Series 63, Direct Sales, Relationship Management, Business Development, Leadership, Business Analysis, Retail Banking, Finance, Customer Service, Sales, Sales Management, Microsoft Office, Banking
Education
California State University-Fullerton 2007 — 2009
Bachelors, Major: English - Minor: Political Science
El Camino College 2005 — 2007
Associates in Arts, English . Political Science . Sociology
Wells Fargo September 2014 - Present
Wells Fargo August 2009 - October 2013
Skills
Banking, Finance, Customer Service, Sales, Cash Handling Experience, Negotiable Instruments, Operations Management
Education
California State University-Fullerton 2012 — 2014
Bachelor of Science (BS), Finance, General
Irvine Valley College 2009 — 2012
Chase December 2009 - Present
Wells Fargo May 2008 - December 2009
Wells Fargo July 2004 - May 2008
UBS January 2003 - August 2003
Skills
Account Management, Financial Services, Team Management, Sales Management, Salesforce.com, Relationship Management, Marketing Strategy, Business Analysis, Financial Analysis, Credit, Retail Banking, Sales, CRM, Business Development, Banking, Loans, Mortgage Lending, Customer Service, Commercial Lending, Consumer Lending, Finance
Education
California State University-Fullerton
Bachelor of Business Administration (BBA), Marketing
University of La Verne
Master of Business Administration (MBA), Finance, General
Verizon Wireless October 2013 - Present
Wells Fargo 2011 - 2012
T-Mobile April 2009 - April 2011
212 NYC Wireless February 2006 - June 2008
NR Wireless March 2002 - February 2006
Skills
Sales Management, Sales Operations, Employee Training, New Product Roll Out, Inventory Management, Analysis, Business Strategy, Strategic Planning, Recruiting, Staff Supervision, Marketing, Field Marketing, Employee Relations, Sales Presentations, Business Development, Retail
Education
California State University-Fullerton 2013 — 2015
Bachelor of Business Administration (BBA), Project Management
Fullerton College 2009 — 2013
Associate's degree, Business Administration and Management, General
Automobile Club of Southern California July 2015 - Present
Automobile Club of Southern California April 2014 - Present
Lazy Dog Restaurant & Bar November 2012 - February 2014
Elias Investment April 2012 - November 2012
Wells Fargo April 2008 - April 2012
Skills
Time Management, Management, Sales, Microsoft Excel, Human Resources, Customer Service, Budgets, PowerPoint, Invoicing, Payroll, •Proficient with..., •Excellent verbal and..., •Excellent attention to...
Education
Cal State Fullerton 2007 — 2013
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
CareMore Health Plan June 2014 - Present
ADP 2000 - October 2013
Amtec Inc. November 1998 - January 2000
Midcom Corp. 1997 - 1998
Wells Fargo June 1989 - March 1997
Skills
Recruiting, Applicant Tracking..., Human Resources, Time Mangement, Consulting, Talent Acquisition, Internet Recruiting, HR Policies, Payroll, ADP Payroll, College Recruiting, Onboarding, HRIS, Sourcing, Benefits Administration
Education
California State University-Fullerton 1988 — 1992
BA, Liberal Studies
NuVision Federal Credit Union December 2010 - Present
City National Bank 2006 - 2008
Union Bank of California October 1999 - May 2006
Wells Fargo 1994 - 1999
Disneyland Resort June 1967 - November 1973
Skills
Credit, Banking, Consumer Lending, Commercial Banking
Education
California State University-Fullerton 1967 — 1971
BA, Spanish Studies/Education
California State University-Fullerton 1967 — 1971
Auction.com October 2014 - Present
Auction.com March 2014 - Present
Auction.com October 2013 - Present
Experian Consumer Direct October 2012 - October 2013
SchoolsFirst Federal Credit Union February 2009 - October 2013
SchoolsFirst Federal Credit Union April 2007 - February 2009
Wells Fargo November 2005 - March 2007
Wells Fargo October 2003 - November 2005
Skills
Analysis, Process Improvement, Financial Analysis, CRM, Project Management, Business Analysis, Microsoft Excel, Access, Financial Modeling, Financial Reporting, Forecasting, Data Analysis, Requirements Analysis, Banking, Statistics, Executive Reporting, Microsoft SQL Server, VBA, Loans, ArcView, Scorecard Management, Capital Budgeting, Statistical Modeling, Geospatial Modeling, Budgets, Query Writing, Microsoft Office, Query Optimization, Operating Budgets, Report Writing, KPI implementation, KPI Dashboards, KPI Reports, Process Management, Business Process..., Financial Forecasting, Trend Forecasting, Demand Forecasting, Product Forecasting, Revenue Forecasting, Economic Forecasting, Market Analysis, ArcGIS, Real Estate, Strategic Planning, Portfolio Management, Process Automation
Education
California State University-Fullerton 2002 — 2007
Bachelor of Arts, Finance
Western CUNA Management School 2010 — 2012
Credit Union National Association School for Management and Leadership
PHD Insurance Brokers, Inc. June 2013 - Present
Landscape Contractors Insurance Services Inc., Oak Creek Division February 2010 - June 2013
CLCA Orange County Chapter January 2012 - January 2013
ADP Insurance Services July 2008 - November 2009
Thomas James Capital, Inc. November 2006 - July 2008
Independent Financial Mortgage April 2004 - November 2006
Bank of America 2001 - 2004
Wells Fargo 1998 - 2001
Cal State Fullerton 1995 - 1998
Skills
AMS360, ImageRight, Salesforce.com, Microsoft Office 2007, Insurance, Sales, Workers Compensation, Sales Management, New Business Development, Negotiation, Account Management, Customer Service, Retail, Social Media, Customer Retention, Management, Underwriting, Risk Management, Commercial Insurance, Liability
Education
California State University-Fullerton 1995 — 2000
Enagic January 2014 - Present
Singer Chiropractic Wellness Center June 2013 - Present
Wells Fargo 2004 - 2009
Longs Drugs 2000 - 2005
Skills
Chiropractic, Health, Wellness Coaching, Nutrition, Stress Management, Ergonomics, Public Speaking, Wellness, Fitness, Treatment, Alternative Medicine, Healthcare, Nutritional Counseling, Pain Management, Rehabilitation, Holistic Health
Education
Southern California University of Health Sciences 2010 — 2013
Doctor of Chiropractic, Chiropractic
California State University-Fullerton 2005 — 2009
Bachelor's of Science, Cell/Cellular Biology and Anatomical Sciences
ESPN September 2014 - Present
ESPN September 2011 - September 2014
ESPN March 2009 - September 2011
Wells Fargo June 2006 - February 2009
L.A. Focus On the Word August 2008 - November 2008
Speedzone August 2003 - June 2006
Skills
Social Media, Microsoft Office, Customer Service, Microsoft Excel, Broadcast, Outlook, Social Networking, Facebook, PowerPoint, Digital Media, Management, Microsoft Word, ENPS, Wordpress, HTML, Proofreading, WordPress
Education
Cal State Fullerton 2003 — 2008
Bachelor of Arts (BA), Communications (Print Journalism), Cum Laude
William Workman High School 1999 — 2003
California State University
B.A, Communications, Print Journalism
SunTrust Bank September 2013 - Present
Bank of America Merrill Lynch May 2011 - August 2013
Wells Fargo June 2008 - May 2011
Wells Fargo July 2007 - May 2008
Wells Fargo January 2006 - June 2007
Wells Fargo October 2005 - December 2005
Wells Fargo May 2005 - October 2005
Wells Fargo February 2004 - May 2005
Skills
Organizational..., Private Banking, Mortgage Lending, Banking, Relationship Management, Investment Management, Insurance, Risk Management, Commercial Real Estate, Leadership, Financial Services, Series 7, Wealth Management, Small Business Lending, Consumer Lending, Commercial Banking, Loans, Credit Analysis, Uniform Combined State..., Investments, Strategic Financial..., Retirement Planning, Retail Banking, Finance, Financial Advisory, Credit, Cross Selling, Underwriting, Commercial Lending, Investment Advisory, Series 63, Estate Planning, Mutual Funds, Asset Allocation, Wealth Management..., Portfolio Management, Management, Financial Analysis, Securities, Asset Management, Loan Origination, Healthcare Industry, Sales
Education
University of California, Irvine 2008 — 2009
Cfp Certificate, Financial Planning
California State University-Fullerton 2002 — 2005
Bachelors, Economics
Wells Fargo November 2014 - Present
Seven Gables Real Estate 2007 - Present
Apple August 2011 - November 2014
Management Development Associates 1995 - 2000
Skills
Real Estate, Investment Properties, Refinance, Selling, First Time Home Buyers, Townhomes, Investors, Marketing, Advertising, Sellers, REO, Loans, Real Estate Transactions, Short Sales, Single Family Homes, Foreclosures, Listings, Residential Homes, Condos, Luxury, New Home Sales, Customer Experience, Sales Operations, Customer Retention, Customer Service, Account Management, Sales, Buyer Representation
Education
California State University-Fullerton 1991 — 1995
BA, Business Management
Phoenix Rising Management, LLC October 2014 - Present
First Community Management December 2013 - October 2014
Herbalife April 2011 - November 2013
Hotel Nikko San Francisco November 2010 - April 2011
Hilton San Francisco Union Square December 2009 - November 2010
FirstService Residential in California June 2007 - December 2009
Wells Fargo February 2004 - June 2007
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Project Management, Marketing, Social Media Marketing, Social Networking, Budget Management, English, Recruiting, Outlook
Education
California State University-Fullerton 2005 — 2007
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
American Advisors Group (AAG Reverse Mortgage) December 2013 - Present
Wells Fargo September 2009 - October 2013
Wells Fargo October 2006 - August 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Presentation Design, Ad Hoc Reporting, MS Excel Pivot Tables, Corporate Finance, Mortgage Lending, Mortgage Underwriting
Education
California State University-Fullerton 2001 — 2008
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law
Nimble Consulting Inc. May 2014 - Present
Wells Fargo September 2009 - May 2014
Warner Bros. Records January 2012 - July 2012
Skills
Customer Service, Sales, Finance, Portfolio Management, Banking, Management, Financial Analysis, Retail Banking, Insurance, Change Management, Client Presentation, Marketing Strategy, Client Liaison, Client Counseling, Client Relations Skills, Manage Client..., Data Analysis, Business Analysis, Sales Process, Financial Services, Social Media Marketing, Social Media, Market Research, Product Marketing, Email Marketing, Sales Promotion, Account Management, Customer Satisfaction, Customer Acquisition, Cold Calling, Warm Calling, Presentations, People Skills, Analytical Skills, Telephone Skills, Interpersonal Skill, Selling Skills, Communication Skills, Microsoft Office, Data Entry, Retail Sales, SharePoint, Gap Analysis, Business Process..., Sales Operations
Education
California State University-Fullerton
Marketing
Wells Fargo March 2015 - Present
Visual Designer June 2007 - Present
Castlight Health October 2014 - February 2015
Option Admin, Inc. August 2012 - July 2014
Silicon Valley Triathlon Club March 2012 - April 2013
EFI– Electronics for Imaging June 2012 - November 2012
Pepper Design, Diseños con Sabor! October 2009 - February 2011
Airport Channel January 2008 - August 2009
Skills
User Interface Design, Graphic Design, Web Design, Corporate Branding, Vector Illustration, UI/UX, InDesign, Responsive Web Design, Photoshop, Corporate Identity, Blogging, CSS, HTML 5, Software Prototyping, Bootstrap, Foundation Zurb..., Adobe Creative Suite, Photography, HTML, Logo Design, Packaging, Publishing, Microsoft Office, Digital Photography, Brand Development, Branding & Identity, Typography, Brochures, Art Direction, WordPress, After Effects, Video Editing, JavaScript, Google Adwords, Digital Imaging, HTML5, Visual Design, User Experience Design
Education
California State University-Fullerton 2014 — 2016
Certification on User Experience and Customer-Centered Design
Universidad Dr. José Matías Delgado
BA in Graphic Design, Graphic Design, Bachelor's Degree
AnimatedFaith.com June 2014 - Present
HarperCollins Christian Publishing May 2014 - June 2014
Olive Tree Bible Software, Inc -- OliveTree.com January 1997 - May 2014
Olive Tree Bible Software 1997 - 2005
Wells Fargo 2000 - 2004
Network Computing Devices 1999 - 2000
Hypercom 1993 - 1999
In the Beginning Ministry 1988 - 1996
IDEA Courier/ARANEX 1987 - 1993
Skills
Mobile, Team Building, Publishing, Public Speaking, Product Development, Software Development, Software Engineering, Digital Marketing, Digital Strategy, Christian, Mobile Devices, Leadership, Bible Study, Mobile Applications, iPhone, Editing, Team Leadership, Product Management, Strategic Planning, Android, Strategic Partnerships, Social Media Marketing, Social Media, Entrepreneurship, Project Management, Management, Project Planning, Social Networking, Program Management, Business Strategy, Marketing, Training, Web Development, Product Marketing, Marketing Strategy, Coaching, Competitive Analysis, E-commerce, Leadership Development, SEO, Agile Methodologies, Email Marketing, HTML, Content Management, CRM, Online Advertising, Start-ups, Analysis, Public Relations, Business Development
Education
Seattle Pacific University 1970 — 1971
Teaching Certificate, Secondary Education and Teaching
California State University-Fullerton 1968 — 1970
Bachelor of Science (BS), Biology, General
University of California, Irvine 1964 — 1968
Physics and Biology, research in Atmospheric gasses, Physics
American Healthcare Investors February 2015 - Present
Group Zed - Vision33, Inc November 2013 - February 2015
Macias Gini & O'Connell LLP May 2012 - November 2013
World of Jeans and Tops / DBA - Tilly's August 2008 - April 2012
Wells Fargo June 2006 - August 2008
Skills
Visual Basic for..., Excel, Microsoft Access, Fluent in Tongan, Accounting, Auditing, QuickBooks, Sarbanes-Oxley Act, Account Reconciliation, Financial Reporting, GAAP, Payroll, Accounts Payable, Financial Analysis, Outlook, Financial Accounting, Employee Benefits, Access, Finance, Microsoft Excel, Tax
Education
California State University-Fullerton 2009 — 2012
Bachelor of Arts in Business Administration, Concentration in Accounting
B&O Enterprises January 2015 - Present
PFS Investments, Primerica February 2011 - May 2013
Bank of America May 2006 - July 2011
Banc of America Investments 1999 - 2006
Wells Fargo 1975 - 1999
Skills
Banking, Management, Investments, Sales, Customer Service, Marketing, Insurance, Risk Management, Asset Management, Finance, Retirement Planning, Leadership, Small Business, Small Business Lending, Mortgage Lending, Musician, Process Improvement, Real Estate, Budgets, Business Analysis, Time Management, Strategic Planning, Human Resources, Credit Risk, Retail Banking, Microsoft Office, Fixed Income, Portfolio Management, Music Performance &...
Education
Cal State Fullerton 1973 — 1977
Business/Music Education, Senior
Riverside City College 1968 — 1973
Business/Music, part-time Student
First American Title November 2012 - Present
Wells Fargo May 2011 - November 2012
California State University, Fullerton January 2010 - June 2010
Skills
Finance, International Business..., Business Analysis, Financial Accounting, Banking, Strategic Finance, Stocks, Sales, Management, Team Building, Oracle, Microsoft SQL Server, QuickBooks, Financial Analysis, Marketing, Analysis
Education
University of California, Los Angeles 2014 — 2015
Project Management Certificate, Project Management
California State University-Fullerton 2009 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Orange Coast College 2008 — 2009
Associates, Business Administration
La Trobe University 2005 — 2008
Bachelor of Business Administration (BBA), International Business - Management and Human Resource Management
Saddleback High School 2001 — 2005
High School Diploma
Oracle August 2015 - Present
Dell March 2015 - July 2015
Comm-Works September 2013 - December 2014
Advantage Sales & Marketing October 2011 - August 2012
Wells Fargo November 2011 - June 2012
H.L. Miller, Inc. February 2004 - September 2011
Education
California State University-Fullerton
B.A., Communications, Public Relations and Psychology
Wells Fargo November 2009 - Present
Union Bank April 2006 - October 2009
U.S. Bank November 2003 - April 2006
Skills
Business Development, Financial Services, Finance, Loans, Credit, Banking, Wealth Management, Relationship Management, Commercial Loans, Underwriting, Commercial Investor..., Ground Up Construction..., Practice Start Up Loan, Business Equity Lines, Working Capital Lines, Equipment Financing
Education
California State University-Fullerton 2002 — 2007
Bachelor of Business Administration (BBA)
Allergan December 2014 - Present
Allergan December 2013 - December 2014
Wells Fargo June 2013 - December 2013
Wells Fargo November 2009 - June 2013
Skills
Customer Service, Microsoft Word, Analysis, Revitas, Credit, Medicare/Medicaid..., Microsoft Excel, Microsoft Office, Record Retention, Sales, PowerPoint, Finance, Marketing, Financial Analysis, Social Media, Auditing, Time Management, Retail Banking, Sales Operations, Organization, Banking, Teamwork, Outlook
Education
California State University-Fullerton 2008 — 2013
Bachelor’s Degree, Finance
UnitedHealth Group January 2005 - Present
Wells Fargo January 2000 - January 2004
Skills
Project Management, Project Planning, Six Sigma, Operational Excellence, Operations Management, Call Centers, Outsourcing, IT Strategy, Program Management, Contract Management, Leadership, Leadership Development, Cross-functional Team..., Cross-cultural Teams, Cross Functional Team..., Employee Training, Training Delivery, Supervisory Skills, Outlook, PowerPoint, Visio, Minitab, Process Improvement, Management, Business Process..., Business Analysis, Strategic Planning, Team Building, Vendor Management, Healthcare, Change Management, Data Analysis
Education
Webster University 2007 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
California State University-Fullerton 2002 — 2006
Bachelor's degree, BA
Project Management Institute
PMP (Project Management Professional)
Stanford University Graduate School of Business
Project Management Certification
City of Oroville June 2008 - Present
O.A. Ventures, LLC January 2001 - Present
H&R Block January 2003 - April 2008
Wells Fargo September 1965 - April 2001
St. John's School May 1995 - December 1996
Skills
Policy Analysis, Public Policy, Non-profits, Policy, Program Development, Public Speaking, Program Evaluation, Research, Grant Writing, Program Management, Public Administration, Microsoft Office, Event Planning, Grants, Customer Service, Volunteer Management, Microsoft Excel, Fundraising, PowerPoint, Project Management, Creative Media, Information Technology, Newsletter Production, Bank Teller, Mortgage Underwriting, Brochure Production, Research Projects, Tax Preparation, Administartion, Managerial, Consumer Lending, Wholesale Lending, Agricultural Lending, Nonprofits, Economic Development, Community Development
Education
H&R Block University 2003 — 2008
Certified Tax Consultant, 300+ hours of continuing education classes in tax law & tax preparation
Wells Fargo & Company 1965 — 2001
Over 600 hours of continuing education classes in all aspects of banking & management principals
California State University-Fullerton 1962 — 1965
Business, Management, Marketing, and Related Support Services, 3.0
Fullerton College 1960 — 1963
Associate of Arts (A.A.), Business/Commerce, General
University of Phoenix
3.9
Payoff July 2015 - Present
ECCU April 2014 - April 2015
Wedbush Bank February 2012 - March 2014
Tower Energy Group March 2011 - January 2012
Robert J Jackson and Associates, Inc November 2008 - March 2011
LAN Engineering August 2007 - July 2008
Wells Fargo September 2006 - August 2007
Western United August 2005 - July 2006
Skills
Financial Analysis, Budgeting, Excel, Management, Financial Accounting, Cash Flow, Cash Management, Accounting, Accounts Receivable, Accounts Payable, Account Reconciliation, Budgets, General Ledger, Microsoft Office, Microsoft Excel, Payroll, Financial Statements, GAAP, Customer Service, PowerPoint, Research, Variance Analysis, Microsoft Word, Outlook, Problem Solving, Journal Entries, Invoicing, QuickBooks, Software Documentation, Word, Reconciliation, Documentation, Fixed Assets, Accruals, Bookkeeping, Revenue Recognition, Finance
Education
California State University-Fullerton
B.A., Business Administration - Accounting
New Relic, Inc. 2015 - Present
Allianz Asset Management AG November 2014 - May 2015
Endeavor Marketing Group, LLC July 2013 - July 2014
Wells Fargo November 2012 - July 2013
International Sports Agency May 2012 - December 2012
International Sports Agency December 2011 - May 2012
ServPro of Northwest Ontario January 2010 - April 2011
Sabatino's June 2010 - August 2010
Skills
Brand Awareness, Marketing Strategy, Social Media Marketing, Social Media, Microsoft Excel, Marketing Communications, PowerPoint, Microsoft Word, Microsoft Office, Sports Marketing, Facebook, Ticket Sales, Email Marketing, Google Analytics, Marketing Research, MRI Software, ESRI, Tapestry, PRIZM, SPSS, Management, Marketing, Social Networking, Advertising, Google Adwords, Market Research
Education
California State University-Fullerton 2010 — 2012
Marketing, Business
California State University 2009 — 2012
Bachelor's degree, Business Marketing
Zodiac Aerospace May 2015 - Present
Parker Aerospace, Fluid Systems Division October 2012 - May 2015
Parker Aerospace Group, Central Division August 2011 - November 2012
Parker Aerospace Group, Central Division February 2008 - August 2011
Stanley Associates (USCIS Government Contract) November 2007 - February 2008
Computer Science Corporation (USCIS Government Contract) November 2006 - November 2007
American Home Loans April 2006 - October 2006
Wells Fargo August 2003 - April 2006
Skills
Talent Acquisition, Organizational..., Employee Relations, Leadership Development, Team Building, Compensation & Benefit, Career Development, Strategic HR, HR Business Partner, Project Planning, Training, High Performance Teams, Change Management, Coaching, Organizational..., Cross-functional Team..., Continuous Improvement, Human Resources, Leadership, Onboarding, Process Improvement, Program Management, Recruiting, Sourcing, Strategy, Talent Management
Education
Chapman University 2010 — 2012
MA, Organizational Leadership
California State University-Fullerton 2002 — 2006
BA, Business Administration, HR Mgmt
Wells Fargo March 2012 - Present
Fladeboe August 2010 - September 2011
American Paramedix June 2005 - August 2009
Skills
Team Building, Sales, Microsoft Office, Marketing Strategy, Customer Service, Customer Satisfaction, Microsoft Excel, Automotive, Banking, Forecasting, Analysis, Credit, Leadership, Financial Analysis, Finance
Education
California State University-Fullerton 2009 — 2012
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Comerica Bank December 2012 - Present
Prudential Insurance Company of America, Newark NJ October 2011 - January 2013
Union Bank April 2007 - September 2011
Business Network International, Referral Professionals Chapter 2007 - 2009
Capital One Bank June 2006 - April 2007
Union Bank July 2003 - May 2006
Honda World June 2002 - July 2003
Wells Fargo June 1996 - March 2002
Skills
Banking, Commercial Banking, Loans, Investments, Sales, Sales Management, New Business Development, Management, Insurance, Coaching, Retirement Planning, Small Business Lending, Credit, Cross Selling, Finance, Commercial Lending, Portfolio Management, Financial Services, Cash Management, Strategic Financial..., Team Building, Customer Service, Wealth Management, Mutual Funds, Consumer Lending, Life Insurance, Fixed Annuities, Lines Of Credit, Retail Banking, Branch Banking, Business Development, Loan Origination, Mortgage Lending, Small Business, Private Banking, Risk Management, Financial Analysis, Wealth, Deposits, Relationship Management, Financial Advisory, Treasury Management, Employee Benefits, Financial Planners, Retirement, Series 63, 401k, Investment Strategies, Executive Management, Business Planning
Education
California State University-Fullerton 2001 — 2005
Business
Orange Coast College 1997 — 2001
Business and Computer Science
Savana High School 1995 — 1996
High School Diploma, Business
Securities Training Corporation
Series 6 & 63 Life & Healh CA licenses, Securities, Stock and Bonds
Wells Fargo August 2015 - Present
Pacific Skyline Council- Camp Oljato June 2013 - August 2013
Order of the Arrow BSA May 2011 - May 2013
Pacific Skyline Council -- Camp Oljato June 2007 - July 2007
Encover, Inc June 2005 - August 2005
Skills
Communication, Social Skills, Social Marketing, Public Speaking, Management, Apple, Microsoft Office, Social Networking, Empathy, Training, Music, Teamwork, PowerPoint, Research, Event Planning
Education
De Anza College 2015 — 2017
Associate's degree, Political Science and Government
California State University-Fullerton 2013 — 2014
Bachelor's degree, Political Science and Government
Mountain View High School 2009 — 2013
High School Diploma, General Education, 9th-12th
Fox (Film, TV and Sports) May 2015 - Present
The Walt Disney Company January 2011 - May 2015
The Walt Disney Company January 2010 - December 2010
Wells Fargo January 2008 - July 2010
Disneyland Resort July 2006 - January 2008
Skills
Financial Analysis, Forecasting, Vlookup, Financial Reporting, Variance Analysis, Finance, Microsoft Excel, Accounting, Pivot Tables, Access, PowerPoint, Budgets, SAP, Outlook, Sarbanes-Oxley Act, Account Reconciliation, Financial Accounting, General Ledger, Accounts Receivable, GAAP, Accounts Payable, US GAAP, Journal Entries, Microsoft Word
Education
California State University-Fullerton 2006 — 2011
Bachelor's degree, Accounting
Thomas House Family Shelter July 2015 - Present
Community Action Partnership of Orange County March 2015 - July 2015
UST Global March 2014 - June 2014
Allied Business Schools September 2013 - March 2014
Allied American University January 2012 - August 2013
U.S. Bank July 2009 - December 2011
Wells Fargo January 2005 - June 2009
Skills
Social Media Marketing, Management, Staff Development, Leadership, Program Management, Marketing, Time Management, Event Planning, Strategic Planning, Policy, Training, Research, Team Leadership, Organizational..., Public Speaking, CRM, Social Networking, Nonprofits, International Relations, Leadership Development, Budgets, Employee Training, Instructional Design, Analysis, Purchasing, Purchase Management, Humanitarian Assistance, Community Outreach, Marketing Strategy, Strategic Communications, Corporate Social Media, Public Relations, Graphic Design, Event Management, International Event...
Education
Webster University 2012 — 2014
Master of Arts (M.A.), International Relations
Allied Business Schools, Inc. 2013 — 2013
Legal Secretary
California State University-Fullerton 2008 — 2010
Bachelor of Arts (BA), Psychology
Saddleback College 2006 — 2008
Associate of Arts, Psychology
TNG Real Estate Consultants 2015 - Present
DGWB November 2014 - February 2015
Chatter Inc. January 2014 - May 2014
Nationwide Real Estate Executives 2013 - 2014
American Advertising Federation Team, CSUF 2013 - 2014
CSUF AdClub 2013 - 2014
Vanguard Investment Properties 2008 - 2012
Time Warner Cable 2005 - 2008
Wells Fargo 2004 - 2005
Skills
Marketing, Media Planning, Advertising, Customer Service, Online Marketing, Sales, Sales Promotion, Social Media Advertising, Social Media Marketing, Strategic Planning, Account Management, Client Relations Skills, Client Representation, Client Presentation, Online Advertising, Team Leadership, Sales Presentations, Social Media, Lead Generation, Real Estate, Blogging, Interactive Marketing, Marketing Strategy, Digital Strategy
Education
California State University-Fullerton 2012 — 2014
Bachelor of Arts (BA), Communications - Advertising
Golden West College 2009 — 2011
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Wells Fargo July 2007 - June 2011
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Communication, Outlook, Scheduling, Childcare, Administrative...
Education
California State University-Fullerton 2009 — 2011
Bachelor's degree, Communication, General
Wells Fargo May 2015 - Present
Sequence December 2014 - May 2015
Wells Fargo February 2013 - August 2014
Aperture Films November 2010 - July 2012
Noel Christine Communications May 2008 - November 2010
Ervin Advertising March 2001 - November 2008
Skills
Project Management, Research, Public Relations, Copywriting, Interactive Media, Superior Client Service, Production Budgeting, Account Management, Script Editing, Creative Writing, News Writing, Interactive Marketing, Video Production, Web Project Management, Web Content, Digital Marketing, Production Schedules, Marketing Strategy, Marketing Communications, Advertising, Creative Direction, User Experience, User Interface Design, Media Relations, Strategy, Media Planning, Marketing, Client Services, Integrated Marketing, Online Advertising, Social Media
Education
California State University-Fullerton
Bachelor of Arts (B.A.), Communications
California State University-Sacramento
Bachelor of Arts (B.A.), Journalism
Wells Fargo August 2014 - Present
Children's Home Society of Florida July 2014 - Present
Wells Fargo January 2010 - August 2014
Wells Fargo May 2005 - January 2010
Wells Fargo September 2002 - May 2005
Wells Fargo September 2001 - September 2002
Education
Florida Atlantic University - College of Business 2015 — 2017
Master of Business Administration (M.B.A.)
California State University-Fullerton 2002 — 2004
Bachelor of Business Administration (BBA), Marketing
Mt. San Antonio College 2000 — 2002
Associate of Arts (AA)
McIntyre & Christopher, LLC March 2013 - Present
Wells Fargo January 2003 - Present
Arcadia Publishing 2006 - 2012
International Simulation and Training Systems July 2001 - November 2002
Rockwell Collins May 1994 - July 2001
Kirkwood Community College August 1997 - June 2001
Space Systems Loral 1992 - 1994
Northrop Grumman Corporation 1989 - 1992
Litton Corporation 1988 - 1989
Lockheed Martin 1987 - 1988
Skills
System Architecture, Web Applications, Distributed Systems, Writing, Computer Science, Weblogic, Websphere, Programming, Middleware, Software Engineering, High Availability, Virtualization, History, Public Speaking, Technical Leadership, J2EE, N-tier, Clustering, Testing, Enterprise Architecture, C++, Open Source, SQL Server, VMware Infrastructure, Systems Management, Requirements Analysis, Web Services, Teaching, Non-fiction, VMware, XML, Java, Fiction, Microsoft SQL Server, Java Enterprise Edition, Enterprise Software, Software Design, Agile Methodologies, SOA, WebLogic, SDLC, Integration
Education
University of Iowa 1999 — 2000
6 units towards MS, Computer Science
Golden Gate Baptist Theological Seminary 1992 — 1994
24 units towards MA, Education, Research
Loyola Marymount University 1990 — 1991
6 units towards MS, Computer Science
California State University-Fullerton 1987 — 1988
12 Units towards MS, Computer Science
California State University-Fullerton 1984 — 1987
BS, Computer Science, Math
Santa Ana College 1980 — 1983
Associate's Degree, Mathematics and Computer Science
JP Morgan Chase November 2010 - Present
Wells Fargo April 2010 - December 2010
Wachovia, A Wells Fargo Company October 2007 - April 2010
World Savings 2000 - 2007
Skills
Banking, Mortgage Lending, Retail Banking, Credit, Loans, Consumer Lending, Small Business Lending, Cross Selling, Mortgage Banking, Loan Origination, Wealth Management, Relationship Management, Financial Services, Lines Of Credit
Education
University of Phoenix 2008 — 2010
MBA, Business Administration
California State University-Fullerton 1998 — 2006
BS, Child and Adolescent Development
Wells Fargo December 2013 - Present
Database Marketing Group August 2012 - January 2013
Orange County Register Communications March 2009 - August 2012
Orange County Register Communications July 2007 - February 2009
Skratch Magazine December 1996 - July 2007
Skills
Digital Media, Advertising, Email Marketing, Merchant Card Processing, Online Marketing, Direct Marketing, SEO, Online Advertising, Merchant Services, New Business Development, Marketing Strategy, CRM, Account Management, Advertising Sales, Social Media Marketing, Selling, SEM, Digital Marketing, Sales, Direct Mail, Cold Calling, Interactive Marketing, Start-ups, Web Analytics, Marketing, Publishing, Management, Strategic Consulting, Mobile Advertising
Education
California State University-Fullerton 1994 — 1995
Bachelor of Arts, Communications; Advertising
Pasadena City College 1991 — 1993
AA, business
Max Planck Foundation for International Peace and the Rule of Law October 2013 - Present
Keller Graduate School of Management May 2013 - October 2013
Strayer University September 2010 - May 2013
Cornell University Law School February 2007 - May 2012
American Bar Association Rule of Law Initiative April 2010 - June 2010
Sonnet Technologies 2005 - 2007
UBS Global Asset Management November 2004 - April 2005
Wells Fargo 1999 - 2002
Skills
Negotiation, Research, Public Speaking, Contract Negotiation, Legal Research, Non-profits, Corporate Law, Higher Education, Strategic Planning, Teaching, Intellectual Property, Microsoft Office, Fundraising, Legal Writing, Litigation, PowerPoint, Legal Advice, Project Management, International Law, Nonprofits, International Relations, Policy Analysis, Community Outreach, Commercial Litigation
Education
Cornell Law School 2011 — 2012
LL.M., Law
Università degli Studi di Torino 2007 — 2010
PhD, Comparative Analysis of Law, Economics and Institutions
Chapman University, The George L. Argyros School of Business and Economics 2003 — 2005
MBA, Business Administration, Finance
California State University-Fullerton 2000 — 2002
B.A., Business Administration
Wells Fargo January 2015 - Present
Surf Guitar 101 Convention February 2006 - Present
Wells Fargo July 2012 - December 2014
Wells Fargo Dealer Services December 2010 - July 2012
Wells Fargo September 2009 - December 2010
Starbucks November 1997 - December 2010
South Orange County Community College District 2003 - 2005
Skills
Social Networking, Online Marketing, Marketing Strategy, Online Advertising, Research, 10 Key, Typing, Direct Marketing, Payment Processing, Team Leadership, Dealer Relationships, Loan Origination, Credit Analysis, Credit Risk, Credit, Recruiting, Event Planning
Education
California State University-Fullerton 2015 — 2018
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Saddleback College 1999 — 2006
Associate of Arts (AA), Business Administration and Management, General, 3.97
Irvine Public Schools Foundation May 2013 - Present
GRIDS Consulting February 2013 - May 2013
wells fargo June 2011 - February 2013
Disneyland Resort February 2006 - June 2011
Skills
Public Relations, Community Outreach, Community Research, Market Research, Social Media Marketing, Social Networking, Marketing Event Planning, Retail Banking, Banking, Adobe Creative Suite, Microsoft Office, Marketing Communications, Email Marketing
Education
California State University-Fullerton 2011 — 2013
Bachelor's degree, Communication-Public Relations
Cypress College 2006 — 2010
Associate's degree, General Studies
TriNet March 2015 - Present
Fidelity Investments November 2010 - January 2015
Wells Fargo 2009 - 2010
AIG 2006 - 2007
WM Group of Funds 2000 - 2007
Skills
401k, Mutual Funds, Series 7, Investments, Sales Presentations, Retirement, Retirement Planning, Wealth Management, Investment Advisory, Financial Services, Series 65, Life Insurance, Relationship Management, HR Consulting, Start-ups, Business Development, Consulting, Sales, Strategic Planning
Education
California State University-Fullerton
Bachelor's Degree, Finance, Investments
Wells Fargo October 2012 - October 2013
Silla January 2011 - July 2012
Lincoln Water May 2008 - December 2010
Macy's October 2007 - June 2008
Skills
Mortgage Lending, Relationship Management, Retail Banking, Mortgage Banking, Commercial Banking, Credit Analysis, Loan Origination, E-commerce, Banking, Loans, Sales, Deposits, Cash Management, Lines Of Credit, Small Business Lending, Financial Services, Cross Selling, Credit Cards, Microsoft Word, Payroll, Residential Mortgages, Microsoft Excel, Microsoft Office, PowerPoint, Management
Education
California State University-Fullerton 2009 — 2012
Bachelor of Arts (BA), Human Communication
OSI Systems January 2014 - Present
OSI Systems July 2013 - January 2014
CNA Insurance August 2012 - July 2013
Wells Fargo May 2006 - August 2012
Wachovia, A Wells Fargo Company May 2006 - June 2009
Rittal 2004 - 2005
Cingular 2003 - 2004
Tax & Financial Group 2001 - 2003
Verizon Wireless 1996 - 2001
VNA Home Health Systems 1991 - 1996
Skills
Recruiting, Cold Calling, Talent Acquisition, Applicant Tracking..., Sales, Account Management, Talent Management, New Business Development, Strategic Planning, Employee Relations, Consulting, Training, Full-life Cycle..., Public Speaking, Leadership, Diversity Champion, Organizational Learning, College Recruiting, Team Building, Interviews, Screening Resumes, Human Resources, Sourcing, Resume Writing, Executive Search, Coaching, Relationship Management, Internet Recruiting, Onboarding, Temporary Placement, Hiring, Performance Management, Staffing Services, Employee Benefits, Taleo, Organizational..., Workforce Planning, Benefits Negotiation, Succession Planning, New Hire Orientations, Contract Recruitment, Management
Education
California State University-Fullerton 1992 — 1994
California State University-Long Beach
Fit4D, Personalized Diabetes Coaching October 2015 - Present
Health Solutions Plus June 2013 - Present
Healthation, Inc. July 2008 - Present
Aptiv Technologies, TSG consultants October 2006 - July 2008
HMSA - BlueCross/BlueShield of Hawaii December 2003 - July 2005
Blue Shield of California February 2001 - November 2003
SBC (Southwestern Bell Communications, Inc.) May 2000 - September 2000
March First Inc December 1999 - May 2000
Benefit Consultants, Inc July 1992 - December 1999
Wells Fargo January 1999 - February 1999
Skills
SDLC, Project Management, Visio, Data Warehousing, Integration, Access, Requirements Gathering, Vendor Management, Business Analysis, HIPAA
Education
California State University-Fullerton 1989 — 1992
Bachelor's degree, International Business
Wells Fargo May 2002 - Present
Charles Schwab 2000 - 2002
Bank of America 1991 - 2000
Skills
Project Management, Banking, Investments, Portfolio Management, Financial Services, Merchant Services, Relationship Management, Strategic Planning, Leadership, Process Improvement, Vendor Management, Customer Service, Debit Cards, Sales
Education
California State University-Fullerton 1980 — 1985
Wells Fargo May 2004 - Present
Yahoo! May 2001 - May 2004
Women.com 2001 - 2001
mySimon 2000 - 2001
AAA July 1996 - January 2000
Levi Strauss & Co. November 1991 - July 1996
Skills
Analytics, Customer Insight, Market Research, Segmentation, Strategy, Marketing Research, Competitive Analysis, Financial Services
Education
The University of Texas at Austin 1980 — 1985
Social Psychology
California State University-Fullerton 1978 — 1980
MA, Experimental Psychology
California State University-Fullerton 1976 — 1978
BA, Psychology
Planet Financial Group, LLC January 2015 - Present
Luther Burbank Savings November 2013 - January 2015
Discover Home Loans / DFS April 2013 - November 2013
Lenox Financial September 2011 - April 2013
Icon Residential Lenders May 2011 - April 2012
Ovation Home Loans March 2011 - April 2011
Wells Fargo November 2010 - April 2011
Fluidmaster 2008 - 2010
Platinum Capital Group 2004 - 2007
Washington Mutual August 2001 - May 2004
Skills
Investment Properties, Refinance, Customer Service, Real Estate, Mortgage Lending, Underwriting, FHA, Loans, Mortgage Banking, Loan Origination, Process Improvement, Residential Mortgages, Credit, Credit Analysis, Mortgage Underwriting
Education
California State University-Fullerton 1994 — 1996
Bachelor of the Arts
Wells Fargo September 2011 - Present
Payday Money Centers June 2005 - March 2011
Skills
Financial Services, Sales, Banking, Team Management, Market Planning, Relationship Management, Lead Generation, Direct Marketing
Education
California State University-Fullerton 2005 — 2009
BA, Finance
Wells Fargo July 2012 - Present
Wells Fargo Bank April 2011 - Present
Wells Fargo 2001 - Present
Ewing Irrigation Products January 2000 - December 2000
Bank One April 1997 - December 1999
Education
California State University-Fullerton 1980 — 1984
Bachelor of Arts (BA), Management Information Systems, General
Wells Fargo 1996 - Present
Skills
Wealth Management, Human Resources, Financial Services, Team Building, Succession Planning, Mergers & Acquisitions
Education
University of La Verne
Master's degree, Leadership & Management
California State University-Fullerton
Bachelor of Arts (BA)
Wells Fargo November 2014 - Present
Wells Fargo September 2013 - Present
Capital Group March 2013 - September 2013
Huntington Beach Fire Department October 2012 - March 2013
Elite Home Medical & Respiratory 2010 - 2012
Orange County Fire Authority 2005 - 2009
Skills
Windows, HTML, XP, Computer Hardware, Troubleshooting, Operating Systems, Medical Billing, Accounting, Customer Service, Microsoft Excel, Microsoft Office, Project Planning, Project Management, MS Project, Project Coordination, Firefighting, Public Speaking, Public Safety, Government, IT Solutions, SharePoint, Requirements Gathering, Elicitation, Certified Business...
Education
University of California, Irvine 2013 — 2013
Certification, Business Analyst
California State University-Fullerton 2004 — 2007
Bachelor of Arts (B.A.), Business Administration/Finance
CapitalSource Bank 2008 - June 2013
Fremont Investment and Loan April 2004 - July 2008
California Casualty Management Company August 2000 - July 2003
ePolicy Insurance Services, Inc. August 1999 - August 2000
Wells Fargo March 1993 - March 1999
Skills
Auditing, Banking, Risk Management, Retail Banking, Commercial Banking
Education
California State University-Fullerton
Bachelor of Science (BS), Child Development and minor Sociology
City National Bank October 2012 - Present
Santa Barbara Bank & Trust (acquired by Union Bank) March 2007 - October 2012
Community Bank July 2004 - March 2007
Washington Mutual March 2001 - October 2003
Manufacturers Bank(Commercial March 1992 - March 2001
Union Bank of California September 1989 - March 1992
Wells Fargo October 1986 - September 1989
Skills
Commercial Banking, Credit, Loans, Banking, Commercial Lending, Finance, Mortgage Lending, Underwriting, Small Business Lending, Credit Risk, Treasury Management, Cash Management, Financial Analysis, Commercial Mortgages, Credit Analysis
Education
California State University-Fullerton
MA, Political science
University of California, Los Angeles
Political Science & Economics
Whittier College
BA, Political Science & Economics
Bank of America April 2014 - Present
Chase January 2013 - March 2014
Chase May 2009 - December 2012
Chase September 2007 - April 2009
Wells Fargo January 2003 - September 2007
Wells Fargo January 2000 - January 2003
Skills
Commercial Banking, Finance, Portfolio Management, Credit, Commercial Lending, Loans, Business Development, Management, Financial Risk, Sales, Training, Mergers & Acquisitions, Financial Services, Small Business Lending, Banking, Consumer Lending, Lines Of Credit, Credit Analysis, Loan Origination, SBA, Treasury Management, Risk Management, Relationship Management, Small Business, Cash Management, Credit Risk, Cross Selling, Deposits, Credit Cards, Financial Analysis, Business Relationship..., Branch Banking, Commercial Real Estate, Asset Based Lending, Commercial Mortgages, Retail Banking, Mortgage Lending
Education
Cal State Fullerton
Bachelor's Degree, Business Administration; Finance
Western Federal Credit Union May 2008 - Present
Wells Fargo September 1997 - April 2008
Education
Mount Saint Mary's College 2013 — 2014
Master of Business Administration (MBA), MBA
California State University-Fullerton 1997 — 2000
B.A., Communications
TriNet January 2015 - Present
SchoolsFirst Federal Credit Union April 2013 - January 2015
JPMorgan Chase September 2011 - April 2013
Wells Fargo June 2010 - September 2011
Target September 2009 - June 2010
Skills
Employee Relations, Succession Planning, Onboarding, Performance Management, Recruiting, Talent Management, Retail, Customer Service, Human Resources, Merchandising, Talent Acquisition, Loss Prevention, College Recruiting, Store Management, Employee Engagement, Financial Analysis, Portfolio Management, Public Speaking, Deferred Compensation, Sales Management, Policy, Sales, Training, Leadership, Microsoft Excel, Microsoft Office, Management, Employee Benefits, Finance, Team Building, Strategy, Cold Calling, CRM, Payroll, Risk Management, Consulting, Marketing, Hiring, Coaching, Strategic Planning, Insurance
Education
UC Riverside 2007 — 2009
Bachelor of Business Administration (BBA), Financial Economics
Chaffey College 2005 — 2007
Associate of Science (A.S.), General Studies
Alta Loma High School
Cal State Fullerton
Wells Fargo July 2010 - April 2015
Capital Solutions Legal Center March 2008 - March 2010
Home Loan funding March 1996 - February 2008
Skills
Strategic Planning, Change Management, Policies/Procedures..., Project Management, Operations Management, Business Development, Product Rollout, Business Analysis, Account Management, Logistics, Outsourcing, Start-Up Operations, Staff Management, Telecommunications, Supply Chain Management, Solution Development, Third Party Product..., Distribution/Supply..., Client..., Customer Service, Financial Analysis, Investments, Leadership, Marketing, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Retirement Planning, Sales, Start-ups
Education
California State University-Fullerton
Bachelor's degree, Business Administration
Wells Fargo September 2010 - April 2011
CitiMortgage, Inc. September 2003 - February 2010
City of Irvine June 2002 - December 2002
Orange Unified School District February 2001 - May 2001
North Orange County Community College District October 1998 - February 2001
Skills
Analysis, Networking, Access, Security, Hardware, Microsoft Excel, Windows Server, Microsoft Office, Budgets, Outlook, Loans, Windows XP, XP, Mortgage Lending, Microsoft Word, Customer Service, Process Improvement
Education
ITT-Technical Institute
AA, Computer Networking
California State University-Fullerton
BS, Computer Science
Fullerton College
AA
Los Angeles County Office of Education November 2012 - Present
Human Services Association January 2010 - November 2012
City of Long Beach July 2009 - September 2010
Arbor Education and Training July 2006 - November 2009
Wells Fargo January 2004 - September 2006
Skills
Community Outreach, Fundraising, Non-profits, Microsoft Office, Event Planning, Strategic Planning, Social Media, Research, Public Relations, Event Management, Microsoft Excel, Project Management, PowerPoint, Volunteer Management, Microsoft Word, Program Development, Teaching, Program Management, Grant Writing, Resume Writing, Case Managment, Recruiting, Nonprofits
Education
Cal State Fullerton 2003 — 2006
Bachelor of Science, Human Services
Rio Hondo College 2000 — 2003
Associate of Arts (A.A.), General Education
Herff Jones December 2014 - Present
Hugh O'Brian Youth Leadership May 2014 - Present
Hugh O'Brian Youth Leadership October 2011 - Present
Wells Fargo November 2013 - September 2014
Hertz Local Edition October 2012 - November 2013
Wood Ranch BBQ & Grill October 2011 - October 2012
Skills
Event Planning, Customer Service, PowerPoint, Marketing, Social Media, Microsoft Excel, Customer Satisfaction, Leadership, Leadership Development, Microsoft Office, Outlook, Sales, Sales Management, Social Networking, Team Building, Facebook, Inventory Management
Education
California Baptist University 2013 — 2015
Master of Arts (MA), Organizational Leadership
California State University-Fullerton 2005 — 2010
Bachelor of Arts, Radio-Television-Film
Bank of the West 2008 - Present
Wells Fargo 1994 - 2005
Education
California State University-Fullerton 1982 — 1986
BA, Finance
Wells Fargo 2004 - 2011
Education
California State University-Fullerton 2000 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo October 2010 - November 2011
Skills
Time Management, Teamwork, Data Entry, Access, Loans, Investments, Sales, Leadership, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel
Education
California State University-Fullerton 2009 — 2014
Business Administration and Management, General
Guardian Risk & Insurance Services January 2013 - Present
Sullivan Curtis Monroe December 2009 - November 2012
Union Bank February 1989 - August 2009
Wells Fargo January 1987 - January 1989
Bank of America October 1981 - December 1986
Skills
Nonprofits, Insurance, Strategic Planning, Public Speaking, PowerPoint, Budgets, Microsoft Word, Microsoft Excel, Mergers & Acquisitions, Financial Analysis, Management Consulting, Business Strategy, Customer Service, Accounting, Project Management, Contract Negotiation, Microsoft Office, Financial Reporting, Finance, Risk Management, Business Planning, Leadership, Financial Modeling, Banking, Forecasting, Executive Management
Education
California State University-Fullerton 1976 — 1978
Bachelor of Science (B.S.), Accounting and Finance
Wells Fargo July 2013 - Present
Skills
Financial Analysis, Financial Markets, Financial Modeling, Project Management, Strategy, Business Analysis
Education
University of Arizona, Eller College of Management 2011 — 2013
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Cal State Fullerton 2006 — 2010
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law
Wells Fargo July 2013 - Present
Wells Fargo August 2011 - July 2013
Skills
Interpersonal Skill, Energetic team player, Analytical Skills, Positive Energy, Finance, Customer Service, Accounting, Financial Analysis, Microsoft Excel, Microsoft Office, Credit, Teamwork, Project Management, Entertainment, Research
Education
California State University-Fullerton 2009 — 2015
Bachelor’s Degree, Business Administration, Finance
Wells Fargo January 2014 - Present
Goodwill Southern California July 2012 - December 2013
Education
University of Phoenix-Southern California Campus 2012 — 2015
Bachelor of Business Administration (B.B.A.)
California State University-Fullerton 2004 — 2007
University of Phoenix-Southern California Campus
Bank of America December 2011 - Present
Chase Bank January 2010 - October 2011
Wells Fargo September 2002 - January 2010
Skills
Credit, Small Business, Networking, Management, Finance
Education
California State University-Fullerton 2001 — 2005
BS, Business Administration and Management, General
Buena Park High 1997 — 2001
Bank SinoPac May 2014 - Present
Bank SinoPac May 2014 - August 2014
Wells Fargo January 2008 - March 2014
Wells Fargo 2008 - 2014
Skills
Retail Banking, Customer Service, Loans, consumer banking, Credit Analysis, Leadership, Banking, Sales, Consumer Lending, Commercial Lending
Education
California State University-Fullerton 1999 — 2004
Business Administration and Management, General