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
Target January 2015 - Present
Target November 2011 - January 2015
Wells Fargo December 2008 - November 2011
Banco Popular North America December 2007 - December 2008
Skills
Leadership, Team Leadership, Management, Performance Management, Customer Service, Sales, Retail, Collaborative Leadership, Banking, Coaching, Problem Solving, Employee Training, Human Resources, Microsoft Excel, Microsoft Office, Driving Results, Supervisory Experience, Coaching Staff, Retail Banking, Hiring, Scheduling, Payroll, Employee Benefits, Leave of Absence, Corrective Actions, Workers Compensation, Behavioral Interviewing, Interviews, Talent Acquisition, Talent Management, Employee Relations, Employee Learning &..., Communication, Strategic Partnerships
Education
California State University-San Marcos - College of Business Administration 2008 — 2011
Bachelor of Science, Business Administration - Management
Mount San Jacinto College 2005 — 2008
Associate of Arts, Liberal Arts Studies
Wells Fargo June 2002 - Present
Skills
Banking, Relationship Management, Team Building, Team Leadership, Sales, Sales Management, Sales Presentations, Report Writing, Leadership, Management, Cross Selling, Commercial Banking, Financial Services, Strategic Planning, Coaching
Education
California State University-San Bernardino
Education
Epicurean Cooking Schol
Culinary Certificate, Culinary Arts/Chef Training
HS
HS
The University of Georgia
Bachelor of Arts (BA), Journalism
Wheeler
University of Southern California July 2014 - Present
Angels Baseball November 2013 - July 2014
San Diego Chargers Football Co. February 2013 - September 2013
Wells Fargo November 2010 - December 2012
Inland Empire 66ers April 2010 - September 2010
Associated Students Inc. April 2008 - April 2010
Best Buy January 2006 - January 2008
Skills
Marketing, Sales, Public Speaking, Management, Customer Service, Sponsorship, Time Management, Sales Management, Program Management, Facebook, Social Media Marketing, CRM, Event Management, Leadership, Event Planning, Public Relations, Cold Calling, Sports, Sports Marketing, Marketing Strategy
Education
California State University-San Bernardino - College of Business and Public Administration 2003 — 2010
Bachelor of Science, Marketing
Wells Fargo April 2015 - Present
Wells Fargo January 2014 - Present
Wells Fargo December 2013 - Present
Wells Fargo November 2009 - December 2013
Zumiez August 2008 - December 2009
Skills
Human Resources, Sales, Cash Flow, Training, Recruiting, Spanish-speaking, Employee Benefits, Microsoft Office, Photoshop, Customer Service, Retail Banking, Banking, Policy, Customer Satisfaction, Finance
Education
California State University-San Bernardino 2009 — 2014
Bachelor of Arts (BA), Business Administration, Human Resource Management
Farmers Insurance February 2014 - Present
Wells Fargo 2006 - January 2014
Skills
Sales Management, Psychology, Staff Development, Direct Sales, Management, Exceeding Quotas, Quota Achievement, Exceed Sales Goals, Customer Service, Customer Retention, Committed to Customer..., Customer Service..., Credit, Customer Satisfaction, Financial Services, Leadership, Loans, Retail Banking, Sales
Education
California State University-San Bernardino 2006 — 2010
Bachelor of Arts (B.A.), Psychology
California State University-San Bernardino 2006 — 2010
Bachelor of Arts (B.A.), Human Development
Wells Fargo November 2013 - August 2015
Valero Energy Corporation June 2012 - November 2013
GTT International Inc. / Bedsheet.com August 2004 - May 2009
Skills
Payroll, Accounting, Oracle, Business Management, Public Speaking, Microsoft Excel, Event Planning, Financial Accounting, Access, Kronos, Marketing, Microsoft Office, Business Analytics, Research, Time Management, Social Networking, Photoshop, Customer Service, PowerPoint, Social Media, Adobe premiere pro, Money Management, Prezi, Videography, Acting, Digital Photography, Social Media Marketing, Microsoft Word, Urdu, Hindi, Hip-Hop Dance, Dance, Choreography
Education
California State University-San Bernardino 2011 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General
Riverside Community College
Associate's degree
City of Yucaipa July 2014 - October 2014
City of Yucaipa March 2013 - June 2014
DVT Marketing Enterprises Inc. February 2014 - 2014
Inland Empire Utilities Agency April 2013 - July 2013
Wells Fargo April 2011 - March 2012
Economic Development Agency of San Bernardino February 2010 - March 2011
Skills
Business Development, Project Management, Microsoft Word, Team Leadership, Community Outreach, Program Development, Media Relations, Banking, Community Development, Editing, Government, Social Networking, Economic Development, Retail, Social Media Marketing, Marketing Strategy, Marketing Communications, Strategic Communications, Photoshop, Public Administration, Market Research, Program Management, Leadership, Budgets, Project Planning, Data Analysis
Education
California State University-San Bernardino - College of Business and Public Administration 2006 — 2011
BS, International Business
Riverside County Department of Public Social Services June 2010 - October 2013
Nationstar Lending March 2003 - January 2009
Massive Marketing & Distribution April 2001 - January 2009
Wells Fargo May 1999 - August 2001
Pala Mesa Resort August 1997 - May 1999
Comfort Inn August 1994 - August 1997
Giant Grinders Sandwich Shop October 1990 - August 1994
Skills
Food Science, Nutrition, Leadership, Bookkeeping, Journal Entries, General Ledger, Accounting, Account Reconciliation, QuickBooks, Sales Tax, Accounts Payable, Financial Reporting, Financial Accounting, Accounts Receivable, Nutritional Counseling, Cooking, Small Business, Time Management, Personal Training, Nutrition Education, Fitness, Health Promotion, Prevention, Health Education, Data Entry, Exercise Physiology
Education
California State University-San Bernardino 2012 — 2015
Bachelor of Science, Nutrition and Food Science, 3.7 GPA
Mt. San Jacinto Community College District
Associate of Arts, Humanaities., Associate of Arts, Social and Behavioral Sciences.
Wells Fargo March 2013 - Present
Huntington National Bank May 2012 - December 2012
Citizens Bank September 2008 - May 2012
Summit Advanced Marketing June 2007 - September 2008
California University of Pennsylvania July 2006 - August 2007
Wegmans Food Markets March 2000 - June 2006
Skills
Marketing, Advertising, Sales, Direct Sales, Customer Service, Event Planning, Social Networking, Social Media, Leadership, Training, Public Speaking, Team Building, Coaching, Banking, Time Management, Customer Satisfaction, Marketing Strategy, Management, CRM, Cold Calling, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Facebook, Community Outreach, Credit, Finance
Education
California University of Pennsylvania 2006 — 2007
Master’s Degree, Sport Management Studies
California University of Pennsylvania 2002 — 2006
Bachelor’s Degree, Communication Studies
Wells Fargo August 2013 - Present
Wells Fargo July 2012 - August 2013
Wells Fargo Home Mortgage May 2011 - July 2012
Wells Fargo Home Mortgage September 2010 - May 2011
U.S. Census Bureau April 2010 - June 2010
TSG Solutions Inc. March 2008 - September 2008
U.S. Coast Guard Academy June 2007 - September 2007
Costco Wholesale June 2001 - November 2006
Daniel Landeros, General Adjuster November 1996 - June 2001
Skills
Analysis, Investigation, Financial Research, Forklift Operator, Interviewing Skills, Estimating, Diagramming, Quality Assurance, Intelligence, Fraud, Security, Access, Customer Service, Risk Management, Teamwork, Series 6, Enforcement, Military, Financial Analysis, Management, Time Management
Education
University of New Haven 2006 — 2008
Masters of Science, National Security Policy Studies
California State University-San Bernardino 2002 — 2005
Bachelor's of Science, International Business
Wells Fargo October 2013 - Present
Wells Fargo bank July 2010 - October 2013
Skills
Credit, Banking, Loans, Consumer Lending, Mortgage Lending, Retail Banking, Credit Analysis, Cash Management, Commercial Banking, Small Business Lending, Loan Origination, Cross Selling, Financial Analysis, Commercial Lending, Mortgage Banking, Finance, Lines Of Credit, Deposits, Financial Services, Portfolio Management, People Skills, People Development
Education
University of Redlands San Diego 2014 — 2015
Master of Business Administration (M.B.A.)
California State University-San Bernardino - College of Business and Public Administration 2006 — 2013
Bachelor of Business Administration (B.B.A.), Public Administration
LeafWing Center August 2014 - Present
Wells Fargo 2013 - 2014
The Home Depot June 2010 - October 2010
Skills
Leadership, Customer Service, Spanish, Banking, Deposits, Retail Banking, Cash Management, Microsoft Word
Education
Cal State San Bernardino 2009 — 2014
Bachelor's Degree, Sociology
Coachella Valley High School 2005 — 2009
High School, High School/Secondary Diplomas and Certificates
ADP Small Business Services September 2013 - Present
Wells Fargo October 2012 - September 2013
Bank of America September 2007 - October 2012
Skills
Banking, Sales, Customer Service, Human Resources, Credit, Leadership, Financial Analysis, Microsoft Excel, Cash Management, Retail Banking, Loans, Commercial Banking, Cross Selling, Small Business Lending, Customer Satisfaction, Customer Retention, Risk Management, Outlook, Credit Analysis, Finance, Consumer Lending, Employee Benefits, Payroll Taxes, Cold Calling, Payroll
Education
University of Redlands 2011 — 2013
Master of Business Administration (MBA)
Cal State San Bernardino 2008 — 2010
Bachelor of Arts (B.A.), Business Administration and Management, General
Wells Fargo January 2015 - August 2015
Voter Contact Services December 2014 - December 2014
Congressman Darrell Issa October 2014 - December 2014
Carl DeMaio for the 52nd District of Congress September 2014 - November 2014
Fiore, Racobs & Powers April 2014 - June 2014
Community and Government Relations UC Irvine March 2013 - June 2014
Santa Ana Public Defender's Office June 2013 - September 2013
TJMaxx October 2009 - December 2012
Optimum Energy LLC June 2008 - September 2009
Skills
Organization, Clerical, Receptionist Duties, Microsoft Office, Online Research, Legal Research, Legal Assistance, Friendly Personality, Proactive self-starter, Highly Dedicated, Always Punctual, Keen Listener, Government, Management, Filing, Research, Public Speaking
Education
University of California, Irvine 2012 — 2014
Student, Political Science and Philosophy
Palomar College 2011 — 2012
California Western School of Law
Doctor of Law (J.D.), Business Law
Lou Riddle Construction November 1991 - Present
Ramon D. Asedo & Associates January 1994 - January 1996
Wells Fargo January 1991 - November 1993
Skills
Microsoft Office, Contract Management, Process Scheduler, Microsoft Excel, Customer Service, Microsoft Word, Contract Negotiation, Outlook, PowerPoint, Office Management, Construction, Budgets
Education
California Western School of Law 1994 — 1996
Doctor of Law (JD)
UCR 1990 — 1992
Bachelor of Arts (BA), Psychology
Consol Energy May 2012 - August 2012
West Virginia University August 2011 - May 2012
Wells Fargo January 2009 - May 2009
PacifiCorp May 2008 - August 2008
Skills
Petroleum Geology, Geographix, Petrel, Petra, Basin Modeling, Cross Sections, Geological Mapping, Technical Writing, Seismic Attributes, 3D seismic..., Well Log Analysis, Structural Geology
Education
West Virginia University 2011 — 2013
Master of Science (M.S.), Geology/Earth Science, General
California University of Pennsylvania 2009 — 2011
Bachelor of Science (B.S.), Geology/Earth Science, General
Wells Fargo April 2014 - Present
Global Business Management Association January 2011 - December 2014
Fluid Components International May 2014 - September 2014
Soonchunhyang University February 2013 - June 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Market Research, Marketing, Microsoft Office, Public Speaking, Teamwork
Education
California State University-San Marcos - College of Business Administration 2010 — 2014
Bachelor's Degree, Business Administration: Emphasis Finance, 3.32
Wells Fargo June 2013 - Present
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Legal Compliance, Operational Risk..., Business Process..., Quality Assurance, Process Improvement, Risk Management, Business Analysis, Business Planning, Business Intelligence, Risk Assessment, Business Process Design
Education
California Western School of Law 2004 — 2007
Juris Doctor (J.D.), Law
Luther College 1997 — 2001
Bachelor's Degree, Philosophy
Wells Fargo Bank August 2011 - Present
Wells Fargo June 2009 - August 2011
Westover Financial, Inc. May 2006 - May 2009
Skills
Banking, Finance, Business Development, Commercial Banking, Loans, Cross Selling, Credit Analysis, Lines Of Credit, Commercial Lending, New Business Development, Mortgage Lending, Credit, Sales, Portfolio Management, Treasury Management, Small Business Lending
Education
California State University-San Bernardino - College of Business and Public Administration 2003 — 2005
Bachelor in Arts, Business Marketing and Administration
Crafton Hill College 2001 — 2003
Associates in Arts, Business Administration
Comerica Bank April 2014 - Present
Wells Fargo August 2006 - April 2014
Working Wardrobes for a New Start 2009 - December 2011
Verizon Wireless 2001 - 2005
Skills
Sales, Business Development, Mobile Payments, Employee Relations, Portfolio Management, Strategic Planning, Credit, Loans, Corporate Finance, Banking, Team Building, Credit Analysis, Mortgage Lending
Education
California State University-San Bernardino 2001 — 2003
BA, Business Administration -Real Concentration Minor in Finance
SoCalGas April 2006 - Present
University of California, Riverside October 2004 - April 2007
Wells Fargo October 1996 - November 2004
Kmart Corporation January 1994 - December 1998
Skills
Supervision, Project Management, Training, Policy Writing, Accounting, Research, Customer Service, Computer Information..., Process Improvement, Analysis, Access, Data Analysis, Change Management, Contract Management, Financial Analysis, Employee Relations, Team Leadership, Strategic Planning, Team Building, Human Resources, Program Management, Quality Assurance, SAP, Visio, Management, Marketing, Microsoft Office, Project Planning, Leadership, Software Documentation, PowerPoint, Microsoft Excel, Policy, Outlook, Risk Management, Business Analysis, Strategy, Microsoft Project, Business Process, Budgets, Business Process..., Energy
Education
University of Redlands 2013 — 2015
Master of Business Administration (M.B.A.), GIS
Caltech 2014 — 2014
Certificate, Project Management
University of Redlands 2011 — 2013
Bachelor of Arts (B.A.), Management
Riverside City College
Associate of Science (A.S.), Business Administration and Management, General
Riverside Community College
Associate of Science (A.S.), Accounting
California State University-Los Angeles 1995 — 1996
Certificate, Retail Management
CSUSB June 2015 - Present
CSUSB April 2013 - Present
Building A Generation March 2014 - January 2015
CSUSB June 2013 - December 2013
EMQ FamiliesFirst May 2007 - May 2012
Wells Fargo August 2003 - May 2007
City of San Jose June 2005 - April 2007
Alum Rock Counseling Center February 2002 - July 2003
Santa Clara County, Office of the District Attorney August 2001 - March 2003
Skills
Customer Service, Organizing Meetings, Client Relationship..., Client Engagement, Conflict Resolution, Public Speaking, Problem Solving, Team Building, Teenagers, Nonprofits, Spanish, Interventions, Adolescents, CRM, Customer Engagement, Time Management, Treatment, Crisis Intervention, Leadership, Training, Research, Higher Education, Community Outreach, Microsoft Excel
Education
California State University-San Bernardino 2014 — 2016
Master of Science (M.S.), Industrial and Organizational Psychology
California State University-San Bernardino 2012 — 2013
BA, Psychology
San Jose City/Evergreen Valley College
AA, CSU Studies
Wells Fargo Advisors October 2012 - Present
Wells Fargo June 2009 - October 2012
Wells Fargo April 2008 - June 2009
A.G. Edwards April 2006 - April 2008
US Securities and Exchange Commission June 2004 - August 2004
TD Ameritrade January 1999 - July 2002
TD Ameritrade June 1996 - January 1999
Skills
Risk Management, Compliance, Credit Risk, Legal, Securities Regulation, Securities
Education
Washington University in St. Louis School of Law 2002 — 2005
Doctor of Law (J.D.)
Creighton University 1993 — 1995
Bachelor of Arts (B.A.)
Calvin College 1991 — 1993
Banner Health November 2014 - Present
TDL Staffing May 2012 - October 2014
Wells Fargo May 2008 - May 2012
University of Alaska Fairbanks 2006 - 2008
Skills
Recruiting, Temporary Staffing, Medical Staffing, Staffing Services, Human Resources, Management, Marketing, Customer Service, Interviews, Temporary Placement, Sales, Sourcing, Change Management, Team Building, Leadership, Talent Acquisition, Employee Relations, Cold Calling, Onboarding, Technical Recruiting, Hiring, College Recruiting, Applicant Tracking..., Employee Benefits, Talent Management, Executive Search, Screening Resumes, Internet Recruiting, Resume Writing, Screening, Performance Management, Consulting
Education
University of Alaska Fairbanks 2004 — 2010
Master's degree, Business Administration, Management and Operations
California State University-San Bernardino 2005 — 2006
Bachelor's degree, Business Administration and Management, General
Wells Fargo September 2012 - Present
Sleep Train March 2012 - Present
Kuehne + Nagel February 2010 - March 2011
Costco Wholesale June 2009 - February 2010
Panda Restaurant Group October 2006 - June 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Forklift Operator, Teamwork, Distribution Center..., Inventory Control, Outlook, Data Entry, Windows, Shipping, Warehousing, Logistics, Time Management
Education
California State University-San Bernardino 2006 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Majestic Home Loan April 2015 - Present
Mortgage Solutions Financial December 2012 - April 2015
Verizon Wireless August 2009 - March 2013
MGR Real Estate July 2007 - January 2013
Wells Fargo June 2005 - July 2007
Skills
Marketing Strategy, Direct Marketing, Marketing Research, Real Estate Investment, Real Estate Finance, Notary Public, High Desert Area, Loans, Real Estate Financing, Mortgage Lending, FHA, Investment Properties, Real Estate Economics, Refinance, Loan Origination, Credit, Sales, Commercial Real Estate, REO, Real Estate, Foreclosures, Investors, Real Estate Transactions, Selling
Education
CSUSB 1999 — 2002
Bachelor of Business Administration (B.B.A.), Marketing
Victor Valley College 1997 — 1999
Associate of Science (A.S.), Business Administration, Management and Operations
Wells Fargo March 2014 - Present
Wells Fargo February 2013 - March 2014
Organic, Inc. (An Omincom Agency) January 2010 - December 2012
Visa November 2008 - January 2010
Nissan September 2001 - October 2008
Edmunds.com November 1999 - May 2001
Toyota Motor Sales 1997 - 1999
Skills
Online Marketing, Online Advertising, Mobile Marketing, Direct Marketing, Digital Marketing, Advertising, E-commerce, Digital Media, Social Media Marketing, SEM, Media Planning, Product Marketing, Analytics, Strategy, Interactive Media..., Lead Generation, CRM, Digital Strategy, SEO
Education
Georgetown University 1995 — 1997
Master of Business Administration (M.B.A.), Business Administration and Management, General
Cal State San Bernardino 1987 — 1991
B.A., Economics
Wells Fargo March 2014 - Present
Wells Fargo March 2014 - October 2014
Wells Fargo Home Mortgage November 2007 - March 2014
Wells Fargo Home Mortgage August 1997 - August 2007
Golden State Mortgage 1995 - 1997
Standard Mortgage Company July 1985 - August 1995
Shearson Lehman Brothers June 1983 - June 1985
Skills
Mortgage Lending, Leadership, Mortgage Servicing, Loss Mitigation, Strategy, Diversity and Inclusion, Inclusive leadership..., Cultural Awareness, Loan Servicing, Diversity Champion, Default, Portfolio Management, Banking, Consumer Lending, Risk Management, Loans, Credit, Mortgage Banking, Real Estate, Strategic Planning, Loan Origination, Underwriting, FHA, Credit Analysis
Education
California State University-San Bernardino 2011 — 2012
MBA, Masters for Executives - Business Administration
California State University-San Bernardino - College of Business and Public Administration 1998 — 2001
BA, Business Administration and Management
California State University-San Bernardino 1998 — 1999
Paralegal Certificate, Paralegal
HS&C Wealth Management November 2014 - Present
Wells Fargo November 2013 - June 2014
Calvin College May 2012 - December 2013
Benson Drug Co. June 2006 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Social Media, Financial Analysis, Time Management, Event Planning, Leadership
Education
Calvin College 2010 — 2014
Bachelor of Arts (B.A.), Economics, Business - Finance Concentration
dexiMEDIA LLC February 2014 - Present
Seed Corn Advertising February 2012 - May 2014
BlueLink Marketing LLC January 2012 - August 2012
Wells Fargo November 2011 - January 2012
Ad.net March 2010 - June 2011
Nami Media, Inc. October 2007 - March 2010
j2 Global Communications September 2006 - August 2007
ConsumerTrack, Inc. June 2006 - September 2006
Los Angeles Federal Credit Union November 2004 - May 2006
SBC and ATT Wireless January 2003 - November 2004
Skills
Email Marketing, PPC, SEM, SEO, Online Advertising, Media Buying, Quality Control, Organic Search, Ad Serving, Business Development, Content Strategy, Affiliate Marketing, Ad Networks, Advertising, Google Analytics, Online Marketing, Lead Generation, Display Advertising, Integrated Marketing, Omniture, Marketing, Mobile Marketing, Google Adwords, Digital Marketing
Education
California State University-San Marcos - College of Business Administration 1999 — 2001
Bachelors of Science, Business Administration - High Tech Management
California State Univeristy San Marcos 1998 — 2001
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Wells Fargo January 2015 - Present
Wells Fargo May 2014 - Present
Primerica February 2013 - Present
First Integrated Credit Solutions June 2008 - December 2010
Education
Cal State San Bernardino 2006 — 2008
None, Marketing & Communication
DeVry University August 2011 - Present
California State University, Bakersfield April 2011 - Present
Freelance June 2009 - Present
CalPERS August 2008 - May 2009
Charles Schwab 2008 - 2008
Wells Fargo January 2007 - September 2007
Bridge Capital April 2006 - January 2007
GE Global Research July 2002 - September 2002
Caltech June 2001 - August 2001
Caltech June 2000 - August 2000
Education
University of California, Davis - Graduate School of Management 2007 — 2009
MBA, Finance
University of California, Berkeley 2003 — 2006
MS, Chemistry
Caltech 1999 — 2003
BS, Chemistry
DeVry University-California
Springleaf Financial Services May 2014 - Present
Fannie Mae January 2010 - Present
SunTrust Bank January 2009 - January 2010
Wells Fargo August 2007 - December 2008
Wells Fargo November 2003 - August 2007
Wells Fargo August 2000 - November 2003
Wells Fargo June 1991 - August 2002
Education
California University of Pennsylvania 1989 — 1991
Master of Science, Business Administration
California University of Pennsylvania 1985 — 1989
BS, Business Administration
Wells Fargo January 2015 - Present
Wells Fargo July 2013 - January 2015
Wells Fargo January 2013 - July 2013
wells Fargo May 2011 - January 2013
Wells Fargo January 2011 - June 2011
Shoe Department September 2006 - April 2011
Skills
Customer Service, Retail Banking, Problem Solving, Coaching, Sales, Communication, Management, Sales Management, Finance, Team Leadership, Time Management, Leadership, Selling, Credit, Loans, Customer Satisfaction, Banking, Training, Call Centers, Customer Retention, Marketing
Education
Cambridge College 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Paine College 2007 — 2011
Bachelor's of Science, Business Management, 3.75
Wells Fargo June 2014 - Present
Wells Fargo April 2011 - May 2014
Bank of America Merchant Services October 2008 - April 2011
Education
California Western School of Law 2001 — 2004
J.D., Law
Virginia Polytechnic Institute and State University 1997 — 2001
Bachelor's degree, Urban Studies/Affairs
U.S. VETS (United States Veterans Initiative) February 2015 - Present
Mental Health Systems 2012 - Present
Riverside department of mental health February 2014 - January 2015
A&M ornamental August 2012 - March 2013
Wells Fargo January 2011 - August 2011
Skills
Mental Health, Behavioral Health, Human Resources, Microsoft Office, Office Management, Program Management, Banking, Cash Handling Experience, Medical Billing, Billing Systems, QuickBooks, Software Documentation, Case Management, Coaching, Community Outreach, Crisis Intervention, Customer Service, Government, Investigation, Leadership, Nonprofits, Management, Psychotherapy, Public Speaking, Training
Education
California baptist university of riverside 2012 — 2014
Master's degree, Marriage and Family Therapy/Counseling
California State University-San Bernardino 2006 — 2011
bachelors degree, Psychology
Union Bank September 2011 - Present
Wells Fargo Bank September 2005 - September 2011
IronStone Bank 2003 - 2005
Wells Fargo 2001 - 2003
Skills
Finance, Banking, Financial Analysis, Mergers & Acquisitions, Due Diligence, Management, Leadership, Commercial Banking, Commercial Lending, Strategic Planning, Underwriting, Treasury Management, Managerial Finance, Negotiation, Team Building
Education
University of Redlands 2008 — 2010
MBA, Finance
California State University-San Bernardino - College of Business and Public Administration 1998 — 2001
Bachelor's degree, Marketing
Amazon.com October 2013 - Present
Target March 2010 - July 2013
Wells Fargo April 2007 - November 2009
PolyOne January 2003 - April 2007
PolyOne October 2001 - January 2003
Skills
Budgets, Cross-functional Team..., Management, Sales, Supply Chain, Leadership, Operations Management, Customer Service, Team Building, Process Improvement, Team Leadership
Education
University of Redlands 2009 — 2011
MBA, Finance
California State University-San Bernardino - College of Business and Public Administration 1998 — 2001
B.A., Administration
Wells Fargo August 2015 - Present
Comcast November 2014 - August 2015
Secure-24 November 2012 - November 2014
InterClean Equipment July 2006 - November 2012
CD-adapco September 2004 - July 2006
Solidus Design June 2001 - September 2004
Calvin College December 2001 - February 2003
Skills
Linux, Perl, System Administration, Shell Scripting, Puppet, Nagios, Asterisk, Debian, Red Hat Linux, OpenSuSE, djbdns, Apache, MySQL, Postfix, qmail, Dovecot, MRTG, OpenSSH, Samba, Xen, VirtualBox, Git, OpenVPN, VMware, LVM, Linux System..., NFS, Fedora, CentOS, SSH, LDAP, Bash
Education
Calvin College 1999 — 2003
Bachelor of Computer Science, Computer Science
Unity Christian High School 1995 — 1999
Wells Fargo June 2005 - Present
Wells Fargo Home Mortgage 2005 - Present
MISMO 2005 - Present
Fidelity National Information Services August 2001 - June 2005
Moore Data Management Solutions 1981 - 2005
VistaInfo August 1999 - August 2001
Moore Data September 1982 - August 1999
Data Management Services Division of MOORE Business Forms, Inc. 1981 - 1999
Moore Data Management Services 1981 - 1999
Moore Data Management Systems 1990 - 1998
Education
Calvin College 1968 — 1980
National Notary Association June 2013 - Present
Quality Personnel 2013 - Present
Isagenix December 2012 - Present
Wells Fargo July 2013 - July 2013
Charlotte Chamber of Commerce 2012 - 2013
the Midas Collaborative January 2009 - October 2011
Mill Cities Community Investment January 2008 - October 2011
Lawrence CommunityWorks January 2001 - October 2011
First Essex Bank May 1995 - July 2000
Skills
Community Development, Community Outreach, Grant Writing, Non-profits, Fundraising, Curriculum Development, Curriculum Design, Supervisory Skills, Nonprofits, Microsoft Excel, Program Development, Leadership, Program Management, Strategic Planning, Grants, Volunteer Management, Microsoft Office, Public Relations, Social Media, Event Planning, Public Speaking, Community Organizing
Education
Central Piedmont Community College 2012 — 2012
Property Management
Central Piedmont Community College 2012 — 2012
Notary Public
Cambridge College 2010 — 2012
Bachelor, Management Studies
Wells Fargo August 2014 - Present
Bank of America October 2011 - June 2014
RoundPoint Financial Group September 2009 - October 2011
Charlotte Mecklenburg Housing Partnership February 2008 - September 2009
Wells Fargo Home Mortgage June 2000 - September 2007
Skills
Portfolio Management, Mortgage Lending, Mortgage Banking, Loans, Credit, Loss Mitigation, Residential Mortgages, FHA, Credit Analysis, Risk Management, Mortgage Servicing, Loan Servicing, Process Improvement, Credit Risk, Financial Services, Financial Analysis, Finance, Relationship Management, Vendor Management, Mortgage Underwriting, USDA, Financial Risk, Asset Management, Consumer Lending, VA loans, Default, Strategic Planning, Business Process..., Banking, Customer Service, Loan Origination, Microsoft Office
Education
Cal State San Bernardino 2000 — 2002
Finance
University of Puerto Rico 1995 — 2000
BS, Accounting
Wells Fargo October 2012 - Present
Skills
Customer Satisfaction, Customer Service, Sales, Profit, Inventory Management, Sales Management, Automotive, Vehicles, Account Management, Cold Calling, Retail, Marketing, Negotiation, Analysis, Business Development, Event Planning, Leadership, Management, Market Research, Research, Public Speaking, Marketing Strategy, Strategic Planning, Social Networking
Education
California State University-San Bernardino 2010 — 2012
MBA Entrepreneurship, and Marketing, 3.5
California State University-San Bernardino 2009 — 2010
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations, 3.5
Morehouse College
Bachelor of Arts, Economics, 3.0
Citizens Business Bank December 2007 - Present
Wells Fargo 2004 - 2007
UBOC 1997 - 2004
Education
California State University-San Bernardino 1998 — 2000
Mass Communications, Marketing Minor
Wells Fargo October 2014 - Present
Wells Fargo March 2012 - October 2014
Braddock & Logan Services, Inc. 2009 - 2011
SUHRCO Residential Properties, LLC September 2008 - July 2009
ConAm Management Corporation March 2008 - September 2008
Macy's March 2006 - March 2008
Skills
Property Management, Apartments, Process Scheduler, Marketing, Customer Service, Leases, Outlook, Training, Management
Education
California State University-San Bernardino 1990 — 1994
Bachelor of Arts, Human Development
San Gorgonio High School 1987 — 1990
Honors Program General
Wells Fargo November 2012 - Present
Wells Fargo January 2011 - November 2012
Wells Fargo Bank July 2010 - December 2010
Wells Fargo Bank September 2007 - July 2010
Fifth Third Bank April 2005 - September 2007
Skills
Credit Analysis, Underwriting, Credit, Portfolio Management, Loans, Management, Financial Structuring, Finance, Commercial Banking, Financial Modeling, Small Business Lending
Education
Calvin College 2001 — 2005
BA, Business
Wells Fargo April 2007 - Present
Prudential Real Estate & Relocation Services 2006 - 2007
Skills
SDLC, Agile Methodologies, ASP.NET, Microsoft SQL Server, SQL, HTML, Software Project..., Integration, Windows, JavaScript, C#, Data Warehousing, .NET, Visio, Databases, Software Development, T-SQL, Web Applications
Education
Caltech 1996 — 2001
BS, Computer Science
AmPac TriState CDC January 2011 - Present
Community Bank June 2003 - February 2009
Wells Fargo June 2001 - June 2003
CDC Small Business Finance June 1995 - June 2002
United States Marine Corps January 1979 - October 1994
Skills
Lines Of Credit, SBA, Small Business Lending, Commercial Lending, Commercial Mortgages, Credit Analysis, Underwriting, Commercial Banking, Loan Origination, Consumer Lending, Loans, Refinance, Construction Loans, Real Estate Economics, Mortgage Lending, Asset Based Lending, SBA 504, Credit, Financial Structuring, Real Estate Financing, Commercial Finance, FHA, Mortgage Banking, VA loans, Investments, Residential Mortgages, Middle Market, Loss Mitigation, Mortgage Underwriting, Commercial Real Estate, Factoring, Branch Management, Cross Selling, Cash Flow Lending, Loan Servicing, Funding, Credit Risk, USDA, Portfolio Management, Treasury Management, Bridge Loans, Private Banking, Deposits, Banking, Structured Finance, Cash Management, Financial Analysis, Finance, Real Estate, Risk Management
Education
Cal State San Bernardino
Bachelor of Science (BS)
Chapman University
Wells Fargo May 2013 - Present
Sole Proprietor November 2012 - April 2013
The Howell Law Group, A.P.C. January 2010 - December 2012
The McMillan Law Firm July 2009 - January 2010
Qualcomm August 2007 - December 2007
San Diego County Public Defender June 2007 - August 2007
Office of the U.S. Trustee, Region 15 January 2007 - April 2007
Habitat for Humanity - San Diego May 2006 - August 2006
Hyatt March 2000 - August 2005
Skills
Estate Planning, Probate, Living Wills, Trusts, Wills, Business Formation, Elder Law, Civil Litigation, Courts, Succession Planning
Education
The University of Alabama School of Law 2010 — 2012
Master of Laws (LL.M.), Taxation
California Western School of Law 2005 — 2008
J.D., Law
Florida State University - College of Business 1995 — 1999
B.S., Hospitality Administration
National Language Service Corps (NLSC) June 2015 - Present
Wells Fargo July 2015 - Present
Zions Bancorporation Financial Intelligence Unit (FIU) September 2014 - July 2015
Zions Bancorporation Financial Intelligence Unit (FIU) December 2013 - September 2014
Zions Bank September 2013 - December 2013
Oldcastle May 2013 - September 2013
Nyloplast-Advanced Drainage Systems, Inc. June 2005 - February 2011
Budapest Hungary Mission September 2001 - August 2003
Skills
Intelligence Analysis, Intelligence, International Relations, Security Clearance, Leadership, National Security, Project Management, Training, Military Experience, Team Building, Leadership Development, Military, Counterterrorism, PowerPoint, Microsoft Office, Public Speaking, Security, Arabic, Military Operations, Command, Tactics, Special Operations, Homeland Security, Army, Modern Standard Arabic, Hungarian, Translation, Linguistics, Counterintelligence, Training and Development, Analysis, Top Secret, Government, Strategy, Operational Planning, Government Contracting, Force Protection, Data Analysis, Budgets, Crisis Management, Banking, Compliance, AML, BSA, Investigation, Financial Intelligence, HUMINT, Anti Money Laundering
Education
Westminster College 2013 — 2015
Masters degree (MBA), Gore School of Business-Business Administration and Management, International Business
The University of Georgia 2006 — 2010
Bachelor of Arts (B.A.), School of Public and International Affairs (SPIA), International Affairs and Security
California University of Pennsylvania 2012 — 2013
Bachelor of Arts (B.A.), MSA Arabic and Middle Eastern Studies
Defense Language Institute 2011 — 2012
Associate of Arts (A.A.), Modern Standard Arabic
Cochise College 2011 — 2011
Associate of Science (A.S.), Intelligence Operations
Qalam wa Lawh Arabic Language Center Rabat, Morocco 2012 — 2012
Certificate, MSA Arabic and Middle East Studies
Utah Valley University 2003 — 2005
Associate of Science (A.S.), Criminal Justice/Law Enforcement Administration
Metropolitan Water District of Southern California September 2015 - Present
Wells Fargo March 2014 - September 2015
Skills
Public Speaking, Financial Analysis, Microsoft Word, Outlook, Teamwork, Banking, Sales, Leadership, Management, Customer Service, Microsoft Office
Education
California State University-San Bernardino - College of Business and Public Administration 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Vertex Pharmaceuticals August 2015 - Present
Vertex Pharmaceuticals July 2014 - July 2015
Wells Fargo July 2012 - July 2014
Wells Fargo June 2010 - July 2012
Wells Fargo February 2006 - June 2010
REMAX Landmark March 2005 - January 2006
Skills
Loans, Customer Service, Microsoft Excel, Training, Banking, Microsoft Office, Due Diligence, Commercial Banking, Microsoft Word, Sales, Real Estate Financing, Bank Secrecy Act, Adobe Acrobat, Commercial Lending, Marketing, Administrative..., Outlook, Windows 7, Customer Satisfaction, Social Networking, Social Media Marketing, Account Management, Banking Operations, Financial Regulation, Compliance Audits, Legal Documentation, Treasury Management, Cash Management, Online Marketing, Advertising, Email Marketing, Spreadsheets, Marketing Strategy, Blogging, Treasury Services, Loan Origination, Financial Services, Loan Servicing, Deposits, PowerPoint, Survey Design, Data Analysis
Education
Cambridge College 2015 — 2017
Master of Business Administration (M.B.A.)
Cambridge College 2012 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Massasoit Community College 2004 — 2006
Associates of Arts, Liberal Arts Studies
Wells Fargo August 2015 - Present
All Home Lending, Inc June 2013 - June 2015
Skills
Negotiation, Sales, Customer Service, Direct Marketing, Product Marketing, Microsoft Office, Public Relations, Marketing, Sellers, Investment Properties, Management, Strategic Planning, Public Speaking
Education
Orange Coast College 2013 — 2014
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
California State University-San Bernardino 2011 — 2013
Bachelor of Business Administration (BBA), Specialized Sales, Merchandising and Marketing Operations
The Millionaire Psychologist September 2015 - Present
JPMorgan Chase October 2011 - June 2014
Wells Fargo June 2010 - October 2012
24 Hour Fitness January 2008 - April 2010
Skills
Sober Coach, Addiction Specialist, Spiritual Advisor, Addiction Recovery, Addiction, 12 Steps, Overcoming Fears and..., Recovery, Twelve Steps, Grief and Loss, Meditation, Sex-Addiction, Grief Counseling, Process Addictions, Psychology, Adolescents, Assistance with..., Communication, Infidelity, Interventions, Mindfulness Meditation, Men’s Issues, Parenting, Relapse Prevention, Self-Worth, Self-Acceptance, Shame, Sober Coaching, Substance Addiction, Couples Work, Couples, Management, Small Business Lending, Loans, Consumer Lending, Credit Analysis, Banking, Credit, Cross Selling, Retail Banking, Customer Service, Microsoft Office
Education
California State University-San Bernardino 2011 — 2013
Bachelor's degree, Psychology
College of the Desert 2006 — 2007
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Wells Fargo February 2010 - Present
Skills
Trust Services, Asset Management, Private Banking, Asset Allocation, Wealth Management, Retirement Planning, Estate Planning, Securities, Portfolio Management, Investment Advisory, Investments, Financial Advisory, Loans, Commercial Banking, Series 7
Education
California State University-San Bernardino
Bachelor's degree, Industrial and Organizational Psychology
Wells Fargo November 2013 - Present
Los Angeles Distributing Company, Inc. October 2010 - August 2012
Edgar's Promotions and Entertainment, Inc. 2005 - June 2010
Education
California State University-San Bernardino 2010 — 2013
Master’s Degree, National Security Policy Studies
California State University-San Bernardino 2005 — 2010
Bachelor’s Degree, Political Science and Government
Regents Capital Corporation June 2014 - Present
Balboa Capital Corporation May 2013 - June 2014
Premier Landscaping Group, Inc. February 2011 - February 2013
Best Buy September 2009 - January 2011
Wells Fargo October 2005 - August 2009
Skills
Sales, Retail, Retail Sales, Customer Service, Customer Satisfaction, Inventory Management, Sales Management, Store Management, Merchandising, Visual Merchandising, Sales Operations, Marketing, Management, Team Building
Education
California State University-San Bernardino - College of Business and Public Administration 2011 — 2013
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Wells Fargo September 2015 - Present
GE Capital Real Estate August 2012 - August 2015
GE Capital Real Estate November 2002 - August 2012
Omnicom Group - Targetbase June 1999 - August 2002
Omnicom Group - Rapp Collins May 1989 - June 1999
Merit Systems September 1986 - June 1989
Bell Communications Research September 1984 - September 1986
Westinghouse Electric Company August 1982 - August 1984
Skills
Business Intelligence, Data Warehousing, CRM, Project Management, Databases, Outsourcing, Leadership, Management, Six Sigma, Database Design, SDLC, Database Administration, Software Development, IT Strategy, Business Analysis, Requirements Analysis, IT Management, Analytics, Business Process, Visio, Integration, Vendor Management, Enterprise Architecture, ETL, Software Project..., Analysis, Access, Data Analysis, Data Modeling, Product Management, Agile Project Management, Budget Management, Project Estimation, MS Project, Solution Architecture, Process Improvement, Program Management, Microsoft Project, Risk Management, Strategy
Education
University of Texas at Dallas - Naveen Jindal School of Management 1995 — 1997
Master of Business Administration (MBA), MBA - Executive MBA Program
California University of Pennsylvania
BS, Computer Science and Management
Travelers November 2013 - Present
Farmers Insurance July 2011 - November 2013
Department of Veterans Affairs May 2011 - July 2011
Wells Fargo Bank July 2007 - May 2011
Hansen's Beverage Company June 2010 - April 2011
Rebootizer USA June 2010 - April 2011
Wells Fargo July 2007 - March 2011
Skills
Customer Service, Business Development, Recruiting, Marketing, Event Planning, Leadership Development, Sales, Sales Management, Accounting, Training, Insurance, Negotiation, Leadership, Time Management, Team Management, Social Media Marketing, Strategic Planning, Social Media, Microsoft Word, Management, Public Speaking
Education
California State University 2007 — 2011
Bachelors degree, Business Administration
California State University-San Bernardino - College of Business and Public Administration 2007 — 2011
Bachelor, Business Management
Loyola Marymount University 2006 — 2007
Bachelor of Business Administration (B.B.A.), Management
STG Auto Group April 2015 - Present
Welk Resort Group March 2015 - May 2015
Wells Fargo December 2012 - September 2014
CBS Radio June 2014 - August 2014
Skills
Retail, Customer Service, Retail Sales, Sales, Merchandising, Visual Merchandising, Cashiering, Facebook, Time Management, Social Media, Microsoft Office, Customer Satisfaction, Outlook, Data Entry, Social Networking, Event Planning, Public Speaking, PowerPoint, Social Media Marketing, Microsoft Excel, Microsoft Word, Marketing Communications, Public Relations, Team Building, Marketing, Teamwork, Research, Marketing Strategy
Education
Cal State San Bernardino 2008 — 2014
Minor, Public Relations
Cal State San Bernardino 2008 — 2014
Bachelor's Degree, Mass Communication/Media Studies
Citi November 2014 - Present
Wells Fargo March 2007 - October 2014
Skills
Mortgage Banking, Loans, Mortgage Lending, Refinance, Residential Mortgages, Real Estate, Foreclosures, Reverse Mortgages, FHA, FHA financing, First Time Home Buyers, Commercial Lending, Loan Origination, Credit, Investments, USDA, VA loans, Construction Loans, Commercial Mortgages, Sales Management, Home Equity Lines of..., Lines Of Credit, Certified Mortgage..., Real Estate Financing, Consumer Lending, Loss Mitigation, Real Estate Economics, Credit Analysis, Asset Based Lending, Underwriting, VA Loans, FHA Financing
Education
California Western School of Law 2005 — 2006
Law
The Ohio State University 1999 — 2004
BA
Allstate January 2015 - Present
High Quality Insurance Solutions March 2014 - November 2014
Quiksilver October 2010 - May 2014
State Farm June 2013 - November 2013
Wells Fargo June 2012 - April 2013
Skills
Customer Service, Sales, Insurance, Windows, Microsoft Office, Data Entry, Marketing Strategy, Banking, Network Administration, Visual Basic, Finance, Management, Linux, Network Security, Computer Information..., General Insurance, Microsoft Excel
Education
California State University-San Bernardino
Business Administration B.S., Computer Information Systems and Technology, Honors
Grand Pacific Resorts February 2014 - Present
Wells Fargo January 2009 - January 2014
ACCS Inc. July 2008 - October 2008
EMC Mortgage March 2007 - July 2008
Option One Mortgage 2003 - 2008
Option One Mortgage 2003 - 2008
People's Choice Home Loan 2003 - 2005
Universal Guardian 2002 - 2003
Travelers Acceptance 1998 - 2000
Monterey Financial Services 1995 - 1997
Skills
Call Centers, Customer Engagement, Customer Service, Collections, Loans, Mortgage Lending, Loan Servicing, Loss Mitigation, Credit Cards, Credit Risk, Consumer Lending, Mortgage Banking, Mortgage Servicing, Credit, Banking, Credit Analysis, Management, Leadership, Loan Origination, Team Building, Risk Management, Residential Mortgages, Sales, Process Improvement, Finance, Financial Services, Strategic Planning
Education
California State University-San Bernardino 1991 — 1995
Bachelor of Arts (BA), English Language and Literature, General
MetLife March 2015 - Present
TIAA-CREF October 2014 - December 2014
Bank of America April 2014 - June 2014
First Financial Services, Inc. June 2013 - April 2014
Wells Fargo March 2008 - May 2013
LendingTree April 2007 - March 2008
Pilot Home Technologies January 1999 - July 2001
Skills
Six Sigma, Analysis, Call Centers, Business Analysis, Mortgage Lending, Operations Management, Project Management, PMP, Sales Management, Consulting, Process Consulting, Process Improvement, Business Process..., Risk Management, Banking, Financial Analysis, Vendor Management, Training, Management, Credit, Business Intelligence, Team Building, Strategic Planning, Change Management, Software Documentation, Forecasting, Management Consulting, Business Process, Data Analysis, SharePoint, Business Development, Analytics, Credit Analysis, Coaching, Financial Services, Strategy, Project Portfolio..., Team Leadership, Business Process..., Financial Risk, Program Management
Education
Aveta Business Institute 2011 — 2012
Six Sigma Black Belt / Lean DFSS Certificates, Six Sigma, A
California University of Pennsylvania 1995 — 1997
Bachelor of Science (B.S.), Technology Education, A
California University of Pennsylvania 1992 — 1994
Associate of Science (A.S.), Drafting/Design Engineering Technologies/Technicians, A
University of Pittsburgh 1991 — 1992
Theoretical Mathematics, Theoretical Mathematics
Target March 2012 - Present
Wells Fargo May 2010 - March 2012
AMC Theatres October 2007 - July 2010
Skills
Store Management, Loss Prevention, Merchandising, Driving Results, Store Operations, Retail, Planograms, Inventory Control, Shrinkage, Inventory Management, Profit, Retail Sales, Customer Service
Education
California State University-San Bernardino 2006 — 2011
Bachelor of Arts (B.A.), Communication, General
US Metro Bank March 2014 - Present
Wilshire State Bank November 2013 - March 2014
Saehan Bank December 2012 - November 2013
CommerceWest Bank March 2011 - August 2011
Desert Commercial Bank March 2009 - September 2010
Baltes & Associates, CPAs July 2007 - March 2009
Wells Fargo May 2006 - July 2007
Century Theatres July 2002 - May 2006
Skills
Credit, Loans, Commercial Lending, Underwriting, Finance, Financial Analysis, Portfolio Management, Banking, Mortgage Lending, Credit Analysis, Loan Origination
Education
California State University-San Bernardino 2004 — 2007
Bachelors of Science, Business Administration (Accounting)
College of the Desert 2000 — 2003
Associate of Arts, Liberal Arts
Palm Springs High School 1997 — 2000
General Education
Townsquare Media July 2014 - Present
Heartland Management Consultancy, Inc. 2006 - Present
Wells Fargo January 2012 - August 2013
Ideal Home Loans June 2011 - January 2012
LeaderOne Financial June 2010 - June 2011
Freedom Financial Services July 2009 - June 2010
Clear Channel Radio June 2008 - December 2009
Clear Channel Radio December 2004 - July 2008
Clear Channel Radio April 2002 - December 2004
Clear Channel Radio October 1998 - April 2002
Skills
Advertising, Sales, Marketing, Referrals, New Media, Radio, Broadcast, Radio Broadcasting, Strategic Financial..., Financial Analysis, Time Management, Leadership Development, Small Business, Leadership, Selling, Video, Social Networking, Social Media Marketing, Loan Origination
Education
Cornell University 2014 — 2014
Certificate, Networks, Crowds and Markets, Completed
California University of Pennsylvania 1997 — 2000
B.A., Communications & Minor in Buisnes
Geneva College 1995 — 1997
Business
Brevard J.C. 1994 — 1995
First Tech Federal Credit Union September 2006 - Present
Wells Fargo July 2005 - September 2006
San Diego County Credit Union December 2003 - June 2005
Skills
Mortgage Marketing, Refinance, Loans, FHA, Residential Mortgages, Loan Origination, Credit Analysis
Education
California State University-San Marcos - College of Business Administration 2001 — 2004
Finance
Honeywell Aerospace January 2015 - Present
Honeywell Aerospace 2008 - Present
NASA 2007 - 2008
City of Mesa 2006 - 2007
Wells Fargo 2006 - 2007
Ternosky Architecture 2006 - 2006
Honeywell Aerospace 2005 - 2005
FLSmidth Krebs 2004 - 2005
Yuma Police Department 2001 - 2001
Education
California Institute of Technology 2007 — 2008
Systems Engineering, SEC, CPE
University of Arizona 2001 — 2006
Systems Engineering, Control, Dynamic, Stochastic
Wells Fargo June 2015 - Present
Shady Grove April 2013 - Present
Propel Schools February 2015 - June 2015
Chatham University January 2013 - December 2013
Chatham University August 2012 - January 2013
Skills
Human Anatomy, Microbiology, Neuropsychology, Immunology, Histology, Human Physiology
Education
Chatham College 2011 — 2012
Master of Science (MS), Human Biology, 3.9/4.0
California University of Pennsylvania 2006 — 2010
Bachelor of Science (B.S.), Human Biology, 3.7/4.0
Wells Fargo February 2014 - Present
JP Morgan Chase & Co. November 2009 - February 2014
Wells Fargo Bank, N.A. July 2006 - November 2009
1st Integrity Home Loans July 2005 - August 2006
Skills
Finance, Treasury Management, Commercial Banking, Cash Management, Financial Analysis, Small Business, Loans, Credit, Commercial Lending, Management, Small Business Lending, Start-ups, Relationship Management, Portfolio Management
Education
California State University-San Marcos - College of Business Administration 2003 — 2005
Bachelor of Science (BS), Business Administration
Wells Fargo June 2003 - Present
Innowave, Inc. October 1999 - June 2001
Skills
Analytics, Banking, Database Marketing, Customer Analysis, Segmentation, Analysis, Business Analysis, Business Intelligence, Credit Cards, Data Analysis, Financial Analysis, Financial Services, SAS
Education
Wake Forest University - Babcock Graduate School of Management 2001 — 2003
MBA
Calvin College 1995 — 1999
BA, Business Administration
Wells Fargo January 2013 - Present
Wells Fargo November 2009 - January 2013
Wachovia, A Wells Fargo Company May 2008 - November 2009
HSBC March 1994 - February 2008
HSBC January 1999 - March 2004
HSBC 1997 - 1999
Transamerica 1994 - 1997
Skills
Risk Management, Strategy, Management, Credit, Portfolio Management, Loans, Mortgage Lending, Analysis, Training, Mergers & Acquisitions, Financial Services, Credit Risk, Financial Risk, Underwriting, Project Management
Education
CBA Executive Banking School 2012 — 2014
Honors Graduate, Honors Graduate
Calvin College
BS, Economics
Wells Fargo February 1999 - Present
Wells Fargo Bank 1999 - Present
Hamlet 2001 - 2001
Skills
Financial Risk, Risk Management, Sarbanes-Oxley Act, Mortgage Lending, Banking, Credit, Loans, Mortgage Servicing, Visio, Business Analysis, Governance, Outlook, Access, Business Continuity, Accounting, Small Business Lending, Loss Mitigation, Risk Assessment, Microsoft Excel, IT Audit, Operational Risk..., Disaster Recovery
Education
Northern Illinois University 1993 — 1995
MA, Theatre
Calvin College 1988 — 1992
BA, Theatre
Wells Fargo February 2014 - Present
Country Stone April 2012 - February 2014
medSage Technologies August 2009 - April 2012
CombineNet August 2006 - September 2010
Eaton Electrical 2001 - 2006
Skills
MySQL, Perl, Ruby, Ruby on Rails, Java, AJAX, RSpec, Web Applications, XML, Database Design, Hibernate, CSS, JavaScript, Microsoft SQL Server, Oracle, Software Development, Git, Apache, JSP, Linux, HTML, Software Engineering, Requirements Analysis, Agile Methodologies, Test Driven Development, Object Oriented Design, Distributed Systems, jQuery, User Interface Design, Unix, Scrum, SQL, CoffeeScript, Web Application Design, Struts, J2EE, PostgreSQL, Web Design, Web Interface Design
Education
California University of Pennsylvania 1995 — 2000
BS, Computer Science
California University of Pennsylvania 1995 — 2000
Bachelor of Science (B.S.), Computer Science
Wells Fargo
Skills
Servers, Business Analysis, IT Management, Information Security, Vendor Management, Active Directory, Integration, SharePoint, Disaster Recovery, Management, IT Strategy, Data Center, Windows Server, SDLC
Education
California State University-San Bernardino 1987 — 1992
Wells Fargo September 2010 - Present
Provident Bank August 2008 - July 2010
1st Private Bank & Trust July 2005 - August 2008
Chino Commercial Bank January 2003 - July 2005
Wells Fargo January 1999 - December 2001
Skills
Loans, Commercial Banking, Real Estate, Credit, Commercial Lending, Commercial Mortgages, Underwriting, Banking, Small Business Lending, Credit Analysis, Excel
Education
California State University-San Bernardino - College of Business and Public Administration 2006 — 2008
Masters, Business Administration w/ emphasis in Finance
California State University-San Bernardino 2001 — 2002
Masters, Business Administration; an emphasis in Finance
California State University-San Bernardino - College of Business and Public Administration 2001 — 2002
Bachelors, Business Administration w/ emphasis in Information Management
California State University-San Bernardino 2000 — 2002
Bachelors of Arts, Business Administration; an emphasis in Information Technology
ITAscent Sr PMDelta InsuranceMarch 2007 - September 2007
Visa 2004 - 2007
Wells Fargo 2003 - 2004
Kaiser Permanente 2002 - 2003
Pacific Life Insurance 2001 - 2002
Charles Schwab 1998 - 2001
Pacific Bell/SBC 1978 - 1998
Education
California State University-San Bernardino 1970 — 1974
BA, Business Administration
Wells Fargo June 2006 - Present
Education
California State University-San Bernardino
Wells Fargo August 2010 - Present
Durham School Services May 2009 - March 2010
Skills
Payroll, Accounts Receivable, Accounts Payable, QuickBooks, PeopleSoft
Education
California State University-San Bernardino
Associate's degree, Business Administration and Management, General
Irvine Valley College
SocialRep September 2007 - Present
Amrita Consulting January 2005 - September 2007
eBuilder, LLC July 1999 - 2004
Charles Schwab January 1997 - June 1999
Wells Fargo May 1995 - July 1996
Bank of America August 1993 - April 1995
Skills
Enterprise Software, IT Strategy, Web Applications, Web Services, Cloud Computing, Oracle, Databases, Amazon Web Services..., Cloud Applications, Big Data, API Development, Information Retrieval, C#, .NET, SaaS, Business Intelligence..., Data Analytics, Text Analytics, Scalability, Distributed Systems, Microsoft SQL Server, MongoDB, Solr, Hadoop, Mahout, JavaScript, Python, NoSQL, SQL, Java, Spring Framework, WCF Services, XML, jQuery
Education
San Francisco Art Institute 1982 — 1985
BFA, Filmmaking, Photography
Calvin College 1980 — 1982
Computer Science, Economics
Wells Fargo August 2013 - Present
Learning Management SystemProcess ImprovementIssue ResolutionSystem Integration February 2013 - August 2013
Time Warner Cable August 2012 - February 2013
Time Warner Cable August 2006 - August 2012
Adelphia Communications January 2001 - August 2006
Adelphia Communications January 2000 - January 2001
Skills
Training Delivery, Call Centers, Performance Management, Instructional Design, Blended Learning, Employee Training, Leadership Development, Learning Management, Training, Needs Analysis, Team Building, Learning Management..., HRIS, Management, Human Resources, Analysis, E-Learning, Vendor Management
Education
California University of Pennsylvania
Bachelor of Science (B.S.), Business Administration Management
Wells Fargo June 2015 - Present
Mills College July 2005 - June 2015
UCSF 2003 - 2005
Skills
Data Analysis, Quantitative Research, Statistics, Teaching, Economics, SAS, R, Stata, Eviews, Microsoft Excel, Microsoft Office, Policy Analysis, Grant Writing, Program Evaluation, Higher Education, Enrollment Management, Editing, Technical writing
Education
University of California, Berkeley
PhD, Economics
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1985 — 1988
M.A., International Economics, African Studies
Institut d'Etudes Politiques de Paris/Sciences Po 1986 — 1987
DEA, International Economics
Calvin College
University of Michigan
B.S., Mechanical Engineering
Wells Fargo September 2010 - Present
SouthEast Lancaster Health Services January 2009 - February 2010
High Corporate Services, LTD July 2008 - December 2008
Computer Training May 2008 - November 2008
WEBB Medical Systems, Inc January 2000 - January 2008
SurgiMed, Inc January 1998 - January 2000
CCMS, Inc. / Becket Medical and Respiratory January 1985 - January 1998
Skills
Troubleshooting, Windows Server, Active Directory, DHCP, TCP/IP, DNS, VPN, System Administration
Education
ComputerTraining.edu 2007 — 2008
Vocational, Microsoft System Administration
California University of Pennsylvania 1981 — 1985
Course, Management and Computer Science
Mesa Verde Country Club August 2013 - Present
The Country Club February 2013 - June 2013
Hyrian August 2007 - June 2008
Starcrest Products of California June 2011 - August 2012
Wells Fargo 2000 - 2008
Skills
Recruiting, Applicant Tracking..., Talent Acquisition, Onboarding, Sourcing, Talent Management, Employee Relations, Benefits Negotiation, Human Resources, Taleo, Executive Search
Education
California State University-San Bernardino 1999 — 2004
Bachelor of Art, Psychology
Wells Fargo Bank April 2008 - Present
Wells Fargo 1998 - 2008
Wells Fargo Bank 1998 - 2008
Norwest Bank 1998 - 2008
Wells Fargo Bank 1994 - 2008
Norwest Bank 1993 - 1996
Skills
SDLC, Business Requirements, Business Analysis, Requirements Gathering, Banking, Waterfall, Requirements Analysis, User Acceptance Testing, Visio, Vendor Management, Process Improvement, Quality Center, PMO, Agile Methodologies, Risk Management, SharePoint, Release Management, Financial Services, Project Management, Business Process, Business Process..., Program Management, Project Portfolio..., Software Project..., Testing
Education
Calvin College 1989 — 1993
Bachelor of Science (B.S.), Biology and Biochemistry
Calvin College 1989 — 1993
Bachelor of Science (B.S.), Biology, General
Citibank December 2013 - Present
Citibank September 2009 - December 2013
Wells Fargo October 1998 - May 2003
Skills
Credit, Retail Banking, People Management, Strategic Leadership, Situational Leadership, Community Development, Management, Commercial Banking, Banking, Portfolio Management, Commercial Lending, Series 63, Sales, Loans, Team Management, Investments, Finance, Series 7, Small Business, Cross Selling, Small Business Lending, Consumer Lending, Wealth Management
Education
Graduate School of Retail Banking 2008 — 2010
Masters, Retail Banking
California State University-San Marcos - College of Business Administration 2001 — 2003
MBA, Business Administration
University of California, San Diego 1993 — 1997
BA, Political Science
Russell Investments June 2011 - Present
T-Mobile December 2008 - October 2011
Washington Mutual August 2007 - December 2008
First Mutual Bank August 2002 - August 2007
Wells Fargo April 1994 - July 2002
Skills
Contract Negotiation, Negotiation, Contract Management, Procurement, Outsourcing, Cross-functional Team..., Vendor Management, Process Improvement, Banking, Management, Leadership, Strategy, Business Process..., Strategic Sourcing, Project Management, Relationship Management, Risk Management, Business Development, Sourcing, Program Management, Team Leadership, Team Building, Financial Services, Change Management, Consulting, Analysis, Business Analysis
Education
Seattle University 2003 — 2006
Juris Doctorate, Law
Seattle University 1998 — 2001
M.B.A., Business
California State University-San Bernardino 1992 — 1996
Bachelor, Business
Wells Fargo January 2010 - Present
Skills
Strategic Planning, Microsoft Office, Microsoft Excel, Project Management, Change Management, Customer Service, Management Consulting, Program Management, Team Building, Microsoft Word, Business Strategy, Management, PowerPoint, Process Improvement, Coaching, Sales Management, Client Relations, Sales
Education
California State University-San Bernardino 2007 — 2009
Bachelor's degree, Business Administration and Management, General
Engility Corporation June 2011 - Present
Accenture May 2009 - June 2011
BearingPoint September 2008 - May 2009
Raytheon Technical Services Company March 2006 - September 2008
Raytheon Canada Limited May 2001 - February 2006
Wells Fargo December 1998 - June 2000
CommonPoint Mortgage June 1996 - September 1998
Skills
Contract Management, Government Contracting, Subcontracting, Contractual, FAR, Contract Negotiation, Government Procurement, Government, Procurement, Change Management, Training, Analysis, Leadership, Management, Program Management, Project Management, Proposal Writing
Education
The George Washington University 2002 — 2006
Master’s Certificate in Government Contracting
Calvin College 1992 — 1996
BA in Buisness Administration, Finance
Wells Fargo Bank 2010 - Present
Wells Fargo Bank 2007 - 2010
Wells Fargo 2000 - 2007
Skills
Loans, Product Management, Forecasting, Strategic Planning, Sales Management, Financial Analysis, Product Marketing, Leadership, CRM, Competitive Analysis, Underwriting, Credit, Sales, Budgets, B2B, Banking, Program Management, Account Management, Risk Management, Change Management, Management, Marketing Strategy, Process Improvement, Contract Negotiation, Customer Retention, Finance
Education
St. Mary's College of California 2008 — 2009
MBA, Business Administration
California State University-San Bernardino - College of Business and Public Administration
BA, Finance
Bankers Trust 2008 - Present
Wells Fargo 1999 - 2008
Principal Financial Group 1984 - 1999
Skills
401k, New Business Development, Small Business, Contract Negotiation, Strategy, Marketing Communications, Employee Benefits, Asset Management, CRM, Wealth Management, Mutual Funds, Microsoft Office, Retirement, Leadership, Financial Services, Portfolio Management
Education
Calvin College
Bachelor of Arts (B.A.)
Wells Fargo 2002 - Present
NORDSTROM May 1993 - August 2002
Education
Cal State San Bernardino
BA, Marketing
CardinalCommerce July 2014 - Present
Danal, Inc. d/b/a BilltoMobile August 2013 - July 2014
Wells Fargo June 2008 - February 2013
Wells Fargo October 2004 - June 2008
PTC, Inc November 2003 - June 2004
Transworld Systems, Inc October 2002 - November 2003
IntelliPay, Inc./ US Merchant Systems June 1999 - October 2002
Solutionware Corporation March 1996 - June 1999
Skills
Payments, Merchant Services, Payment Card Processing, Credit Cards, Payment Gateways, Sales Management, Sales, Business Development, Payment Industry, Account Management, Credit, Relationship Management, Debit Cards, SaaS, Strategy, Banking, Commercial Banking, Payment Systems, Strategic Planning, Mobile Payments, Risk Management, Electronic Payments, Direct Carrier Billing, Fraud, Fraud Prevention, Online Fraud, Chargebacks
Education
California University of Pennsylvania 1988 — 1992
BA, Education
Bank of the West March 2015 - Present
Wells Fargo August 2014 - March 2015
Wells Fargo Bank April 2011 - August 2014
First Bank April 2007 - October 2010
Wells Fargo Bank October 2006 - April 2007
Wells Fargo Bank June 2004 - October 2006
Wells Fargo Bank November 1998 - May 2004
Wells Fargo 1998 - 2004
Wells Fargo Bank May 1992 - October 1998
Skills
Banking, Commercial Banking, Cash Management, Credit, Loans, Portfolio Management, Small Business Lending, Loan Origination, Credit Analysis, Commercial Lending
Education
California State University-San Bernardino 1996 — 1999
Finance
Chaffey College 1992 — 1995
General Education
Wells Fargo July 2012 - September 2013
JPMorgan Chase December 2011 - June 2012
Bank of America 2010 - 2011
Wells Fargo 2008 - 2009
Bear Stearns 2005 - 2008
Skills
Mortgage Lending, Mortgage Underwriting, Credit, Loans, Underwriting, FHA, Mortgage Banking, Refinance, Residential Mortgages, Loss Mitigation, Loan Origination, Banking, Credit Analysis, Consumer Lending, Mortgage Servicing, VA loans, Non-Conforming, Construction Loans, FHA financing, Customer Service, Commercial Lending, Real Estate Financing
Education
University of Phoenix 2001 — 2003
MBA, Business- Technology Management
California University of Pennsylvania 1987 — 1994
BA, Liberal Arts
Inwood National Bank July 2015 - Present
BBVA Compass November 2014 - Present
Texas Leadership Bank May 2013 - November 2014
Wells Fargo May 2010 - August 2011
Texas Capital Bank October 2007 - April 2009
Capital One July 2006 - June 2007
First Collateral Services May 2002 - March 2006
Bank of the West April 2001 - May 2002
Skills
Loans, Mortgage Lending, Commercial Mortgages, Deposits, Commercial Banking, Retail Banking, Consumer Lending, Credit, Financial Analysis, Cash Management, Loan Servicing, Credit Analysis, Banking, Mortgage Banking
Education
Cambria-Rowe Business College-Johnstown 1997 — 1998
Associate's degree, Medical Office Management/Administration, 3.83
Wells Fargo April 2006 - Present
Wells Fargo Bank November 1995 - March 2006
Education
California State University-San Bernardino 1997 — 2001
Bachelor of Business Administration (B.B.A.), Marketing
Cal State San Bernardino 1994 — 1998
Bachelor of Business Administration (B.B.A.), Marketing
Wells Fargo February 2015 - Present
RGI July 2010 - January 2015
Northrop Grumman Corporation 2003 - June 2010
Boeing Satellite Systems 2000 - February 2003
Skills
SQL, Oracle, Databases, Unix, Unix Shell Scripting, Microsoft SQL Server, Linux, Disaster Recovery, Software Development, Database Design, Data Modeling, Program Management, Enterprise Architecture, Integration, SDLC, Database Administration, ERP, Software Engineering, Oracle DataGuard, Oracle RAC
Education
Caltech
Project Management
Orange Coast College
Associate of Science (A.S.), Electrical, Electronics and Communications Engineering
UCI
Bachelor's Degree, Electronics and Computer Engineering
Wells Fargo June 2014 - Present
Moody's Analytics October 2007 - June 2014
Skills
Quantitative Finance, Financial Modeling, Credit Risk, Quantitative Analytics, Valuation, Risk Management, SAS, R, Banking, Stress Testing, Financial Risk, Statistical Modeling, Structured Products, Monte Carlo Simulation, Financial Markets, Basel II, Equities, Fixed Income, Portfolio Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2008
MFE, Financial Engineering
Harvard University 1995 — 1999
Ph.D., mathematics
California Institute of Technology 1991 — 1995
B.S., Mathematics
Wells Fargo 2015 - Present
Wells Fargo Bank 2010 - Present
Citigroup August 2007 - August 2010
Calvary Christian Fellowship September 1998 - June 2007
Skills
Small Business Lending, Lines Of Credit, Commercial Banking, Credit, Commercial Lending, Recruitment/Retention, Training & Development, Change Management, Sales Management, HR Policies
Education
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
Calvin College 1993 — 1997
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
Chase October 2010 - Present
Wells Fargo June 2008 - September 2010
Skills
Banking, Customer Service, Credit, Loans, Microsoft Excel, Financial Analysis, Microsoft Office, Finance, Sales, Risk Management
Education
California State University-San Bernardino 2008 — 2014
Bachelor's Degree, business finance
Bank of the West August 2013 - Present
San Francisco Ceramics Circle 2012 - Present
Haviland Collector's International Educational Foundation June 2004 - Present
M Squared Consulting May 2013 - August 2013
Wells Fargo April 2013 - May 2013
SFWTC.com February 2012 - May 2013
Bank of America Transition October 2010 - October 2011
Bank of America July 2006 - October 2010
Bank of America eBanking January 2004 - July 2006
Bank of America eSolutions January 2003 - January 2004
Skills
Business Analysis, PMP, Change Management, PMO, Six Sigma, Process Improvement, Banking, Quality Assurance, Integration, Testing, MS Project, Business Process, Team Leadership, Mergers & Acquisitions, Mergers, FX, FX Options, Metrics, Agile, Clarity, Scrum Master, Microsoft Project
Education
California Institute of Technology
Mathematics
University of California, Berkeley
B. A, Mathematics
Aecon Construction May 2014 - Present
Collective Point of Sale Solutions March 2007 - September 2013
Wells Fargo January 2006 - February 2007
CitiFinancial July 2000 - November 2005
Skills
Account Management, Sales Management, Cold Calling, Direct Sales, Lead Generation, Salesforce.com, Payment Card Processing, Sales, New Business Development, Team Leadership, Strategic Planning, Marketing, Merchant Services
Education
Cambrian College 1996 — 1999
Diploma, Physical Fitness & Leisure Management
University of Ottawa 1991 — 1995
Geography
Wells Fargo January 2009 - Present
Wells Fargo July 2006 - January 2009
Wells Fargo February 2001 - July 2006
Skills
Retail Banking, Sales Management, Strategic Sourcing, Full-cycle Recruiting, Branch Banking, Consumer Lending, Core Banking, Small Business Lending, Bank Management, Branch Operation, Teller Operations, Revenue Growth..., Business Relationship..., Long-term Customer..., Customer-focused Sales, Follow-through Skills, Professional Network, Social Recruiting, Talent Pipelining, High Volume Staffing, Staffing Processes, Requisition Management, Full-life Cycle..., Extending Offers, Closing Candidates, Client/Hiring Manager..., Employee Referral..., Building Strong..., Recruitment Tools, Resourcing Strategies, Retail, Sourcing, Management, Branch Management, Loans, Credit, Cross Selling, Business Development, Risk Management, Sales, Team Leadership, Customer Service, Strategic Planning, Credit Cards, Leadership Development, Cold Calling, Employee Relations, Coaching, Team Building, Performance Management
Education
California State University-San Bernardino 2001 — 2005
BA, Industrial Organizational Psy, Human Resources
Wells Fargo Retail Finance January 2010 - Present
Wells Fargo January 2010 - Present
Wells Fargo January 2001 - November 2003
Wells Fargo December 2002 - August 2003
Skills
Customer Service, Banking, Management, Microsoft Office, Risk Management, Leadership, Financial Analysis, Sales, Credit, Business Analysis
Education
California State University-San Bernardino 2007 — 2010
Bachelor's degree, Accounting and Business/Management
Gallo Wine Company December 2013 - Present
Gallo Wine Company July 2012 - December 2013
Wells Fargo November 2009 - December 2011
UC San Diego November 2005 - August 2009
UC San Diego September 2007 - June 2008
Skills
SQL, Excel, Visual Basic, Access, Corporate Finance, Econometrics, Financial Accounting, Quickbooks, Word, Spanish, Calculus, Investments, Financial Analysis, Data Analysis, Analytics, Microsoft Excel, Budgets, Forecasting, Analysis, Microsoft Word, Finance, PowerPoint, QuickBooks, Financial Reporting, Management, Microsoft Office
Education
California State University-San Bernardino - College of Business and Public Administration 2009 — 2012
MBA, Finance
UCSD 2004 — 2008
Bachelor of Science (BS), Management Science
UBS Wealth Management June 2014 - Present
Union Bank 2011 - May 2014
Wells Fargo 2008 - 2011
Wells Fargo 2006 - 2008
Skills
Banking, Portfolio Management, Loans, Wealth Preservation..., Wealth Tec, Microsoft Office, Finanical Planning, Wealth Management..., Estate Planning, Insurance, Strategic Financial...
Education
Golden Gate University 2012 — 2015
Master of Science (M.S.), Taxation
College for Financial Planning 2010 — 2012
Master of Science (M.S.), Personal Financial Planning
California State University-San Bernardino 2004 — 2005
Bachelor of Arts (B.A.), Business Adminstration/Finance
Moore Brewer Wolfe Jones Tyler & North May 2004 - Present
Washington Mutual Bank, Inc March 2003 - April 2004
Arrowhead Credit Union August 1998 - March 2003
Wells Fargo January 1997 - August 1998
Skills
Legal Writing, Legal Research, Regulatory Analysis, Legal Compliance, Loans, Analysis, Leadership, Banking, Consumer Lending
Education
California State University-San Bernardino 1995 — 2000
Bachelor of Arts (B.A.), History
Wells Fargo January 2014 - Present
Citizens Business Bank August 2008 - December 2013
Lehman Brothers (in Administration) July 2005 - July 2008
Citibank (Banamex USA) March 2001 - June 2005
Skills
Credit Analysis, Credit, Banking, Portfolio Management, Commercial Lending, Commercial Banking, Small Business Lending, Credit Risk, Loans, Financial Analysis, Lines Of Credit, SBA, Underwriting
Education
California State University-San Bernardino - College of Business and Public Administration 1989 — 2007
Masters, Finance, General
Wells Fargo Advisors operational clerkWells Fargo AdvisorsMarch 2013 - Present
Wells Fargo November 2009 - March 2013
Riverside Community College August 2008 - January 2010
Skills
Loans, Credit, Banking
Education
California State University-San Marcos - College of Business Administration
Riverside Community College
Associate's degree
First Data Corporation July 2013 - Present
First Data Corporation October 2010 - July 2013
First Data Corporation July 2008 - October 2010
First Data Corporation April 2007 - July 2008
First Data Corporation July 2005 - March 2007
First Data Corporation September 2003 - July 2005
First Data Corporation January 2003 - September 2003
i2 Technologies December 2001 - December 2002
Financial Settlement Matrix December 2000 - December 2001
Wells Fargo December 1999 - December 2000
Skills
Credit Cards, Payments, Electronic Payments, Product Management, Financial Services, Payment Card Processing, Debit Cards, Business Analysis, Banking, Vendor Management, Relationship Management, Payment Systems, Mobile Payments, SDLC, Process Improvement
Education
Calvin 1991 — 1993
Master of Arts (MA)
Calvin College 1987 — 1991
Bachelor's degree, English
China Doll Collection October 2012 - Present
Target December 2013 - May 2014
Wells Fargo July 2010 - September 2012
Wells Fargo October 2007 - July 2010
California State University, Fullerton June 2006 - October 2007
Education
University of California, Los Angeles 2008 — 2013
California State University
Bachelor of Arts, Business Administration; Economics
MAB Digital Marketing January 2009 - Present
Genesis Capital January 1991 - Present
Ericsson January 2009 - Present
Bank of America January 1995 - Present
Wells Fargo January 1991 - Present
State Farm January 2001 - Present
Syntek Capital January 2009 - Present
Telcordia Technologies January 2009 - Present
Paine Webber January 1991 - Present
MedAssets January 2001 - December 2010
Skills
Corporate Finance, Strategic Planning, Product Management, Business Development, Entrepreneurship, Finance, Strategy, Business Strategy, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Valuation
Education
California Institute of Technology
New York Institute of Technology
San Jose State University
University of California, Los Angeles - The Anderson School of Management
Wells Fargo March 1993 - Present
Education
California State University-San Bernardino 1987 — 1991
Bachelor of Business Administration (B.B.A.), Information Technology
Anheuser-Busch InBev June 2015 - Present
Anheuser-Busch January 2013 - Present
Anheuser-Busch April 2009 - January 2013
Wells Fargo February 2007 - April 2009
Wells Fargo December 2005 - February 2007
Skills
Microsoft Office, Customer Service, Management, Microsoft Excel, Project Management, Sales, Strategic Planning, Leadership, Social Media, Microsoft Word, Marketing, Budgets, Event Planning, Inventory Management, Forecasting, Social Media Marketing, Event Management, Social Networking, PowerPoint, Market Analysis, Business Analysis, Analytics, Sales Management, Account Management
Education
Grand Canyon University 2014 — 2017
Doctor of Philosophy (Ph.D.), Business, Philosophy of Managment
University of Redlands 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
California State University-San Bernardino 2001 — 2003
Bachelor's Degree, Marketing/Marketing Management
Wells Fargo June 2009 - Present
Stater Bros. Markets July 2004 - June 2009
Skills
Microsoft Office, Leadership, Microsoft Excel, Training, Microsoft Word, PowerPoint
Education
California State University-San Bernardino 2013 — 2015
Master of Business Administration (MBA), Business Administration, Management and Operations
University of California, Riverside 2005 — 2009
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Riverside City College 2002 — 2004
Associate of Arts (AA), Accounting and Finance
HVAC Distributors, Inc May 2008 - Present
Wells Fargo December 2006 - May 2008
Skills
Sales, Sales Management, Account Management, New Business Development, Sales Operations, Team Building, Contract Negotiation, Customer Satisfaction, Customer Service, Negotiation, Sales Process
Education
California University of Pennsylvania 2002 — 2006
Bachelor's degree