Wells Fargo Financial
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5,123 Wells Fargo Financial employees in database. Find out everything there's to know about Wells Fargo Financial 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 Financial Employees
Accenture May 2015 - Present
Technology and Business Solutions August 2014 - April 2015
Wells Fargo Bank September 2010 - October 2014
Wells Fargo Financial April 2007 - August 2010
Wells Fargo Financial August 2006 - April 2007
Wells Fargo Financial October 2005 - August 2006
Skills
Credit Analysis, Information Technology, Business Analysis, SQL, Consultative Selling, Salesforce.com..., CRM Databases, CRM, Consumer Lending, Business Development, Business Requirements, Data Management, MySQL, Customer Service, Bilingual-Spanish, Notary Public, Marketing Strategy, Time Management, Project Management, Cross Selling, Finance, Compliance, Entrepreneurship, Photoshop, Microsoft Excel, Technical Documentation, Cloud Computing, JavaScript, Requirements Analysis, Requirements Gathering
Education
California State University-Hayward - School of Business and Economics 2002 — 2005
Business Administration
University of Phoenix 2012 — 2014
Master of Science (M.S.)
UC Berkeley 2012 — 2012
Specialized Program
Diablo Valley College 2000 — 2003
General Education
State of Arkansas April 2015 - Present
Visiting Nurse Association of the Inland Counties September 2013 - March 2015
Visiting Nurses Association of the Inland Counties May 2011 - September 2013
Wells Fargo Financial April 2009 - October 2010
Wireless Plus Inc October 2007 - April 2009
Golden Empire Cellular March 2006 - August 2007
Skills
Customer Service, Healthcare, Microsoft Excel, PowerPoint, Outlook, Management, Microsoft Office, Microsoft Word, Credit, Financial Analysis, Strategic Planning, Budgets, Banking, Loans, Windows, Risk Management, SPSS, Medicare, Medicaid, Managed Care, Project Management, Project Planning, Business Development, Grief Support, Bereavement, Hospice, Home Health Agencies, Sales, Grief Counseling, Leadership, Public Speaking, Community Outreach, Training
Education
Argosy University Los Angeles 2013 — 2014
Master of Arts (M.A.), Forensic Psychology
California Baptist University 2007 — 2011
Bachelor of Arts (B.A.), Psychology
Yuba College 2004 — 2007
Psychology
Sutter Union High School 2000 — 2004
High School Diploma, General Studies
Aloha Parking Management April 2014 - Present
Black Knight Financial Services Data & Analytics August 2012 - Present
Connect Staffing Inc. May 2012 - August 2013
Chapman University February 2012 - August 2012
loanDepot September 2011 - February 2012
Wells Fargo Financial March 2011 - October 2011
SoCalSURFstuff.com October 2007 - May 2011
Countrywide Full Spectrum Lending April 2006 - October 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Photoshop, Illustrator, Lightroom, PC, Mac, AS400 system, Entourage, Outlook, Digital Photography, Mathematics, Finance, Communication, Coaching, Statistics, Mortgage Lending, Consumer Lending, Brazilian Jiu-Jitsu, Surfing, Action Sports, Credit Analysis, Customer Service, Sales, Management, Team Leadership, Awesomeness, Presentations, US GAAP, Interpersonal..., Forecasting, Financial Analysis, Financial Modeling, Marketing, Strategy, Business Development, Business Analysis, Strategic Planning, Analysis, Data Analysis, Competitive Analysis
Education
Chapman University, The George L. Argyros School of Business and Economics 2011 — 2013
MBA, Business
California State University-Long Beach - College of Business Administration 2007 — 2009
BS, Financial Management
Wells Fargo July 1995 - Present
Wells Fargo Financial April 2006 - August 2011
Wells Fargo Financial dba Island Finance August 2004 - January 2006
Wells Fargo Financial October 2001 - August 2004
Wells Fargo Financial July 1995 - October 2001
Skills
Banking, Credit, Credit Risk
Education
California State University-Northridge 1992 — 1995
Bachelor of Science, Business Management
Allied Group January 2014 - Present
Allied Group April 2012 - December 2013
Hajoca Corporation March 2009 - March 2012
Kelly's Pipe and Supply, Las Vegas March 2006 - March 2009
1-2-3 Loan January 2005 - March 2006
Wells Fargo Financial January 2003 - January 2005
Skills
Sales Management, Contract Negotiation, Inventory Management, Negotiation, Supply Chain Management, Customer Service, Customer Relations, Sourcing & Procurement, Problem Solving, Operations Management, Purchasing, Sales, Sales Operations, New Business Development, Key Account Management, Credit, Pricing, Procurement, Marketing, Account Management, Inventory Control
Education
Cal Poly San Luis Obispo 1998 — 2003
BS, Industrial Technology
The Crossing Christian Church October 2014 - Present
Southwest Gas Corporation June 2014 - Present
MGM Resorts International University September 2012 - June 2014
MGM Resorts International University October 2011 - September 2012
Wells Fargo Home Mortgage June 2010 - October 2011
Wells Fargo Financial January 2006 - June 2010
Wells Fargo Financial July 2003 - January 2006
Skills
Training, Employee Training, Leadership Development, Talent Acquisition, Employee Engagement, Team Management, Onboarding, Human Resources, Team Building, New Hire Orientations, Mortgage Lending, Credit, Loans, Workshop Facilitation, Instructor-led Training, Mortgage Banking, Loan Origination, Relationship Management, Strategic Planning, Customer Service, Underwriting, Training & Development, Sales, Team Leadership, Credit Analysis, Residential Mortgages, Mortgage, Consumer Lending, Refinance, Learning Management..., Experiential Learning, Leadership, Mortgage Underwriting, Virtual Teams, Technical Training, Corporate Communications, Strategic Communications, Organizational..., Organizational...
Education
University of Phoenix 2007 — 2008
Master of Business Administration, Business
California State University-Stanislaus 1999 — 2003
Bachelor of Science, Business Management/Human Resources
Wells Fargo Home Mortgage October 2014 - Present
Wells Fargo Private Mortgage Bank March 2012 - Present
Wells Fargo Home Mortgage March 2011 - March 2012
Wells Fargo Financial November 2005 - January 2011
Kendrick Osorio-Fashion Stylist August 2010 - October 2010
CeN Creative Entertainment Network July 2010 - September 2010
Wells Fargo Bank June 2001 - November 2005
Skills
Leadership, Real Estate, Sales, Marketing, Mortgage Lending, Applicant Tracking..., Loans, Customer Service, Credit, Training, Banking, Loan Origination, Refinance, FHA, Mortgage Banking, Mortgage Underwriting
Education
Fullerton College 2006 — 2008
Bachelor of Arts (B.A.), Business Administration with a Concentration in Entreprenuership
California State University-Fullerton, Mihaylo College of Business and Economics 2001 — 2006
BA, Business Administration with a concentration in Entrepreneurship
Union Bank October 2014 - Present
Bank of America February 2014 - October 2014
Wells Fargo Home Mortgage August 2013 - February 2014
Wells Fargo January 2011 - August 2013
Wells Fargo Financial 2007 - 2010
Wells Fargo Financial 2003 - 2007
Wells Fargo Financial 2002 - 2003
Skills
Mortgage Lending, Consumer Lending, Sales, Loans, Team Building, Credit, Banking, Leadership, Loan Origination, Relationship Management, Talent Acquisition, Cross Selling, Credit Analysis, Small Business Lending
Education
California State University-Long Beach - College of Business Administration 2007 — 2009
MBA
Occidental College 1998 — 2002
Economics for Business & Management
JDL Securities April 2006 - Present
J. Derek Lewis & Associates, Inc. April 2006 - Present
Wells Fargo Bank May 2005 - April 2006
Wells Fargo Financial June 2003 - May 2005
Skills
Investments, Series 7, Retirement Planning, Strategic Financial..., Financial Advisory, Finance, Credit, Life Insurance, Financial Analysis, Small Business Lending, Employee Benefits, Small Business
Education
California State University-Long Beach - College of Business Administration 1999 — 2003
Bachelors, Finance
Calvary Chapel 1995 — 1999
High School Diploma
PeopleFinders November 2014 - Present
Molekula Group August 2014 - November 2014
Viant Inc.(formerly Specific Media) February 2013 - April 2014
RentPath April 2012 - January 2013
CityGrid Media January 2010 - March 2012
Ricoh Business Solutions September 2008 - December 2009
Wells Fargo Financial July 2007 - August 2008
Cbeyond May 2007 - July 2007
Cbeyond June 2006 - April 2007
City of Huntington Beach October 2005 - June 2006
Skills
Account Management, New Business Development, Customer Satisfaction, Sales Presentations, Salesforce.com, Online Advertising, Consultative Selling, Advertising, Outstanding people..., Lead Generation, Training, Business Development, Highly detail oriented, B2B, Online Marketing, Mobile Advertising, Contract Negotiation, SEM, Mobile Marketing, Social Media Marketing, SEO, PPC, Online Campaign..., Competitive Marketing..., Contract Management, Email Marketing, CRM, B2B Marketing, Organized Multi-tasker, Relationship Marketing, MS Outlook, Excel &..., Clearslide, RTB, Selling, Strategic Partnerships, Photoshop Elements, Customer Service, Relationship Management, Relationship Building, Google Adwords
Education
California State University-Long Beach 2004 — 2006
Bachelors, Business Economics
Golden West College 2001 — 2003
Associate's degree, Business Administration and Management, General
Keller Williams March 2015 - Present
TGP Restaurant Group, LLC - Bourbon Steak and Pub August 2014 - Present
Sentinel Development October 2013 - August 2014
Sentinel Development March 2013 - October 2013
Dornin Investment Group April 2012 - March 2013
Thompson National Properties, LLC July 2011 - April 2012
Cornerstone Real Estate Funds March 2011 - July 2011
Grubb and Ellis October 2008 - October 2010
BJ's Restaurants, Inc. July 2006 - October 2008
Wells Fargo Financial January 2006 - July 2006
Skills
Journal Entries, GAAP, Accounting, Accounts Payable, Financial Analysis, General Ledger, Account Reconciliation, Budgets, Financial Reporting, Accruals, Real Estate, Accounts Receivable, SEC filings, Sarbanes-Oxley Act, Leases, US GAAP, Financial Accounting
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2000 — 2005
Vantigo LLC February 2013 - Present
Evolv On-Demand October 2011 - March 2014
SunGard K-12 Education January 2008 - October 2011
Wells Fargo Financial August 2006 - August 2007
Associated Students of CSU Chico May 2005 - May 2006
C.A.V.E. May 2004 - May 2005
Skills
Client Relationship..., Complex Problem Solving, Entrepreneurship..., Software Project..., Business Process..., Small Business, CRM, Problem Solving, Entrepreneurship, Scrum, Marketing Strategy, Program Management, Process Improvement, Strategic Planning, Management, Leadership, Project Management, Integration, Quality Assurance, Analytics, SharePoint, Enterprise Software, Team Management, Software Implementation
Education
California State University-Chico 2001 — 2006
Business Administration
King City High School
High School Degree
State Farm Insurance September 2014 - Present
Wells Fargo Financial 2012 - 2012
Merrill Lynch 2010 - 2012
Bank of America 2008 - 2010
Verizon Wireless July 2004 - August 2008
Bank of America July 1998 - August 2004
Skills
Wealth Management, Retail Banking, Portfolio Management, Financial Services, Credit, Mutual Funds, Investments, Loans, Series 7, Retirement Planning, Mortgage Lending, Credit Analysis, Series 63, Investment Banking, Relationship Management, Insurance, Consumer Lending, Residential Mortgages, Investment Advisory, Securities
Education
California State University-Hayward 1998 — 2002
Bachelor's of Science, B.S, Business
U.C Davis
CFP Courses 1 & 2
PrimeLending June 2011 - Present
Wells Fargo Home Mortgage November 2002 - May 2011
Wells Fargo Financial March 1999 - November 2002
Skills
Credit, Mortgage Lending, FHA, Refinance, Finance, USDA, First Time Home Buyers, Investment Properties, Underwriting, Loans, Banking, Real Estate, Sales, Financial Analysis, Pricing, Account Management, Business Development, Recruiting, Sales Management, Mortgage Banking, Leadership, Referrals, Loan Origination, Home Equity Loans, VA loans, FHA financing, Residential Mortgages, Government Loans, Management, Credit Analysis, Foreclosures, REO, Short Sales, Financial Services
Education
California Polytechnic State University-San Luis Obispo 1996 — 1999
B.S., Business Administration - Financial Management & Economics
Cañada College 1994 — 1996
AA, Economics
Sequoia 1989 — 1994
High School Diploma, General study
Wells Fargo December 2012 - Present
Wells Fargo February 2012 - December 2012
Wells Fargo August 2010 - February 2012
Wells Fargo Financial July 2009 - August 2010
JKM Investments 2007 - 2009
Skills
Customer Service, Microsoft Excel, Social Media, Event Planning, Social Media Marketing, Public Speaking, Social Networking, Marketing, Sales, Mortgage Lending, Loans
Education
California State University-Long Beach
Bachelor of Science (B.S.), Finance and Human Resource Management
Wells Fargo August 2013 - Present
Wells Fargo Bank July 2009 - August 2013
Wells Fargo Financial January 2007 - July 2009
Wells Fargo Financial May 2005 - January 2007
Marriott International February 2002 - April 2005
Skills
Mortgage Lending, Underwriting, Consumer Lending, Loans, Banking, Credit Cards, Small Business Lending, Commercial Lending, Sales Management, Microsoft Excel, Credit, Spanish, Customer Service, Portfolio Management, Financial Services, Leadership, Cross Selling, Management, Relationship Management, Credit Analysis, Commercial Banking, Risk Management, Financial Analysis, Treasury Management
Education
California State University-Long Beach 2001 — 2006
Bachelor's, Finance, Real Estate & Law
Union Bank July 2012 - Present
ING DIRECT June 2005 - July 2012
Wells Fargo Financial January 2003 - June 2005
Skills
Calyx Point, Wholesale Lending, Consumer Lending, Microsoft Word, Cognos, Empower, Microsoft Excel, User Acceptance Testing, Outlook, Tax Returns, Financial Calculations, Appraisal Skills, QuickBooks, Cogent, AWD, Partnership Tax Returns, Jumbo Mortgage, cfpb, conforming, Non-Conforming, Presentation Skills, Employee Training
Education
Cal State Fullerton
Bachelor's degree, Business Administration, Finance
Calivino Wine Pub February 2014 - Present
Bradley Restaurant & Bar Corp July 2013 - Present
DaVinci Financial & Insurance Associates February 2011 - December 2013
MassMutual Financial Group August 2010 - January 2012
Wells Fargo Bank March 2010 - July 2010
Wells Fargo Financial March 2008 - March 2010
Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Life Insurance, Fixed Annuities, 401k, Insurance, Financial Planners, Portfolio Management, Disability Insurance, Wealth Management, Employee Benefits, Wealth, Mergers, Finance, Series 7, Series 63, Mutual Funds, Mergers & Acquisitions, Credit, Small Business, Sales, Estate Planning, IRAs, Series 6
Education
California Polytechnic State University-San Luis Obispo 2003 — 2008
Bachelor of Science, Finance
Pisenti and Brinker August 2015 - Present
Financial Clarity October 2008 - November 2014
Essex Property Trust March 2006 - October 2008
Wells Fargo Financial August 2005 - February 2006
Irvine Company June 2004 - August 2005
Shea Properties June 2003 - June 2004
Essex Property Trust November 2001 - June 2003
Skills
Property Management, Outlook, Asset Managment, Due Diligence, Financial Analysis, Alternative Investments, Budgets, Wealth Management, Investment Strategies, Asset Allocation, Financial Management..., Estate Planning, Income Tax, High Net Worth..., Equities, Retirement Planning, Portfolio Management, Trusts, Microsoft Excel, Real Estate, Leases, Asset Management, Investments, Tax, Finance, Financial Reporting, Management
Education
San Jose State University 2005 — 2008
BS
California State University-East Bay 2001 — 2004
BS
BlueYield March 2015 - Present
SchoolsFirst Federal Credit Union May 2013 - March 2015
First Tech Federal Credit Union May 2008 - April 2013
The Golden 1 Credit Union August 2006 - April 2008
Placer Sierra Bank May 2001 - August 2006
Digital Insight July 1998 - February 2001
Wells Fargo Financial February 1993 - July 1998
Vector Marketing May 1990 - February 1993
Skills
Loans, Loan Servicing, Consumer Lending, Sales Management, Credit Unions, Mergers, Call Center, Portfolio Management, Collections, Operations Management, Loan Origination, Project Management, Retail Banking, Credit, Underwriting, Banking, Mergers & Acquisitions, Process Improvement, Leadership, Strategy, Commercial Lending, Executive Management, Credit Cards, Training, Small Business Lending, Mortgage Lending, Risk Management, Call Centers, Financial Services, Credit Analysis, Management
Education
California State University-East Bay 1991 — 1992
Mass Communications/Marketing
Pacific University 1989 — 1991
Liberal Arts Undergraduate Studies
InterWest Insurance Services March 2007 - Present
Paiva Hulling & Shelling, Inc. July 2005 - February 2007
Wells Fargo Financial March 2003 - July 2005
Ubiquitel 2000 - 2003
Access Paging, Inc. 1997 - 2000
Skills
Insurance, Commercial Insurance, Risk Management, Financial Risk, Brokers, Employee Benefits, Property & Casualty..., Workers Compensation, Sales, New Business Development, Leadership, Marketing, Health Insurance, Professional Liability, Underwriting, Customer Service, Casualty, Liability, Legal Liability
Education
California State University-Chico 1996 — 2002
BS, Business Administration w/ Option MIS
Caliber Collision Centers February 2014 - Present
Caliber Collision Centers October 2011 - February 2014
Athens Services 2011 - 2011
Aramark Uniform Services 2009 - 2011
Wells Fargo Financial 2007 - 2009
Enterprise Rent a Car February 2003 - May 2007
Skills
Account Management, Customer Service, New Business Development, Sales Management, Sales Operations, Customer Satisfaction, Sales, B2B, Negotiation, Direct Sales, Selling, Marketing Strategy, Strategic Planning, Customer Retention, Cold Calling, Key Account Development, Forecasting, Recruiting, Coaching, Team Building, Operations Management, Training, Insurance, Purchasing, Sales Presentations, Business Planning, Profit, Salesforce.com, CRM, Inventory Management, Contract Negotiation, Automotive, Management, Team Leadership, Key Account Management, Vehicles, Automobile, Leadership, Sales Process, Business Development, Retail, Budgets, Marketing, Process Improvement, Business Strategy, Outside Sales, Strategy, Pricing, Automotive Aftermarket, Income Statement
Education
California State Polytechnic University-Pomona 2001 — 2006
Bachelor of Business Administration (B.B.A.), Professional Sales
Bonita High School 1998 — 2001
High School Degree
US Bank June 2005 - Present
Union Bank June 2004 - June 2005
Wells Fargo Bank August 2001 - October 2003
Wells Fargo Bank January 1998 - June 2001
Wells Fargo Financial 1994 - 1997
Skills
Real Estate, Credit, Loans, Due Diligence, Title Review, Syndications, Bond Transactions, Construction Loan..., Construction Loans, Leases, Lines Of Credit, Term Loans, Appraisal Review, Environmental Report..., Cost Analysis Review, PML Report Review, Property Condition...
Education
California State University-Dominguez Hills
BS, Business Administration
California State University-Dominguez Hills
BA, History
California State University-Dominguez Hills
MA, Humanities
SEI June 2015 - Present
SEI October 2014 - Present
JGWPT Holdings, LLC September 2012 - October 2014
Bank of America March 2012 - September 2012
Wells Fargo Financial May 2011 - August 2011
Ballamor Capital Management January 2009 - June 2010
Education
Cabrini College 2007 — 2011
Bachelors of Science, Marketing & Finance
Wells Fargo Home Mortgage August 2014 - Present
Wells Fargo Home Mortgage September 2012 - August 2014
Wells Fargo Home Mortgage July 2011 - August 2014
Wells Fargo Home Mortgage March 2010 - July 2011
Wells Fargo Financial December 2008 - March 2010
Target Corporation August 2007 - June 2008
California State University August 2006 - June 2007
Skills
Leadership, Marketing, Management, Sales Management, Credit, Finance, Payroll, Loans, Budgets, Advertising, Portfolio Management
Education
California State University-Stanislaus 2007 — 2009
Masters, Business Administration
California State University-Stanislaus 2003 — 2007
Bachelor of Science, Business Administration; Human Resources - International Track
House of Hoetzel July 2015 - Present
First Citizens Bank October 2012 - July 2015
US Bank August 2008 - October 2012
First Citizens Bank (formerly IronStone Bank) October 2007 - July 2008
Wells Fargo Financial 2006 - 2007
State Farm Insurance January 2004 - February 2006
Skills
Risk Management, Management, Training, Insurance, Policy, Auditing, Quality Assurance, Customer Service, Financial Services, Retail Banking, Sales, Retail, Marketing
Education
California State University-Fresno
Bachelor of Science (B.S.), Child Development
Carmel High School
Damien High School August 2013 - Present
Monoprice October 2012 - August 2013
Computek international April 2012 - September 2012
Mouser Electronics February 2010 - April 2012
Computek international May 2005 - December 2009
Wells Fargo Financial May 2003 - May 2005
Skills
Sales, Negotiation, Sales Management, Pricing, Product Marketing, Account Management, Purchasing, Team Leadership, New Business Development, Inventory Management, Microsoft Office
Education
Saginaw Valley State University-University 2000 — 2002
B.B.A, Business Management
Mt. San Antonio Community College 1999 — 2000
A.A, General Studies
Cal State Fullerton 1997 — 1998
General Education
Damien High School 1993 — 1997
Diploma, General Education
Fastenal February 2014 - June 2014
Walgreens October 2006 - February 2014
Wells Fargo Financial September 2005 - March 2006
Union Bank December 2003 - August 2005
Skills
Employee Relations, Employee Training, Marketing, Sales, Operations Management, Customer Service, Time Management, Teamwork, Project Planning, Merchandising, Recruiting, Management, Team Building
Education
California State University-Fresno 2002 — 2004
Business Administration, Marketing
Fresno City College 1999 — 2001
Associate of Arts, General Studies
E.F.S Financial Services November 2010 - Present
Wells Fargo Financial February 1991 - September 2010
Norwest Financial California, Inc. February 1990 - February 1991
Norwest Financial California, Inc. March 1988 - February 1990
Skills
Word, Excel, PowerPoint, Proficient in Spanish
Education
California State University-Dominguez Hills 1983 — 1988
Bachelor of Science, Business Management
Don Sebastiani & Sons November 2012 - Present
Don Sebastiani & Sons November 2011 - November 2012
Don Sebastiani & Sons January 2011 - November 2011
Don Sebastiani & Sons December 2008 - March 2011
Don Sebastiani & Sons September 2004 - December 2008
Wine Warehouse January 2003 - September 2004
Wells Fargo Financial October 2001 - January 2003
Skills
Sales, Merchandising, Wine, Brand Management, Wine Tasting, Alcoholic Beverages, Trade Marketing, Beverage Industry, Market Planning, Marketing Strategy, Pricing, Key Account Development, Brand Development, Customer Insight, IRI, Sales Management, Marketing, Marketing Management, National Accounts, Distributors, Wineries, Grocery, Key Account Management, Account Management, Forecasting, Sales Presentations, Pricing Strategy, Product Development, Packaging, Brand Awareness, Restaurants, Social Media Marketing, Budgets, Competitive Analysis, Trade Shows, Advertising, Event Management, POS, Winemaking
Education
California Polytechnic State University-San Luis Obispo 1996 — 2001
BS, Business Administration
Wells Fargo April 2012 - Present
J.P. Morgan Chase Co. September 2010 - April 2012
Wells Fargo Financial December 2005 - August 2010
Skills
Sales Management, Leadership, Banking, Management, Sales, Selling, Relationship Management, Loans, Finance, Insurance, Team Management, Retail Banking, Mortgage Lending, Consumer Lending, Coaching, Customer Service, Credit
Education
California Polytechnic State University-San Luis Obispo 2000 — 2005
Bachelor's Degree, Business Administration; Marketing Management
Comcast June 2012 - Present
JPMorgan Chase May 2011 - March 2012
Sweet River Grill & Bar April 2008 - February 2011
Wells Fargo Financial June 2009 - January 2010
C A Reding Company June 2006 - April 2007
United States Army Reserve May 1998 - October 2006
Burlington Coat Factory August 2005 - June 2006
Sheldon's Cabinet Mill August 1999 - April 2005
Skills
Customer Service, Sales, Marketing, Account Management, CRM, B2B, Business Development, Marketing Strategy, Marketing Communications, Sales Management, Management, Sales Process
Education
California State University Stanislaus 2003 — 2009
B.S. Business Admin., Marketing
Ceres High School
Wells Fargo Home Mortgage November 2011 - Present
Wells Fargo Home Mortgage November 2010 - November 2011
Wells Fargo Financial April 1998 - October 2010
Wells Fargo Financial April 1994 - April 1998
Skills
Loans, Mortgage Lending, Loan Origination, Underwriting, Leadership, Team Building, Forecasting, Recruiting, Team Leadership, Management, Coaching, Sales, Training, Portfolio Management, Consumer Lending, Banking, Credit, Loss Mitigation, Call Centers, Financial Services, FHA financing, Sales Management, Lines Of Credit, Mortgage Banking, Mortgage Underwriting, Customer Retention, Small Business Lending, Residential Mortgages, Commercial Lending, FHA, Refinance, VA loans, Analysis, Credit Analysis, Cross Selling, Finance, Risk Management, Sales Process
Education
California Lutheran University 1982 — 1986
Bachelor of Science, Business Administration
Fairchild July 2014 - Present
Maxim Integrated August 2013 - July 2014
Maxim Integrated August 2012 - August 2013
Maxim Integrated August 2011 - August 2012
BBVA Compass June 2010 - August 2011
Wells Fargo Financial October 2008 - June 2010
Wells Fargo Financial March 2007 - October 2008
Skills
Financial Modeling, Financial Analysis, Credit, Banking, Credit Analysis, Risk Management, Finance, Loans, Corporate Finance, Strategic Financial..., Forecasting, Mortgage Lending, Process Improvement, Cash Management, Valuation, Due Diligence, Portfolio Management, Internal Audit, Management, Sales, Financial Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2011
MBA
California State University-Northridge 2004 — 2006
B.S, Finance
Rabobank May 2011 - Present
Pacific Capital Bancorp February 2010 - November 2010
Pacific Capital Bancorp March 2008 - November 2010
National Bank March 2008 - November 2010
Salinas Spartans July 2009 - October 2010
Countrywide Full Spectrum Lending February 2005 - November 2007
Wells Fargo Financial June 2003 - February 2005
Countrywide Full Spectrum lending 2002 - 2005
Education
California Polytechnic State University-San Luis Obispo 2001 — 2003
BS, Psychology Business
Cal State Polytechnic Univ
B.S, Psychology; Business
Convergys September 2012 - July 2015
Convergys April 2010 - September 2012
Convergys March 2009 - April 2010
Convergys December 2008 - March 2009
Wells Fargo Financial December 2005 - July 2006
Enterprise Rent-A-Car April 2004 - December 2005
Skills
Customer Service, Sales, Research, Customer Satisfaction, Call Centers, Team Leadership, Team Building, Analysis, Coaching, Management, Business Strategy, Training, Leadership Development, Strategic Planning, Microsoft Office, Microsoft Excel, Negotiation, Public Speaking, Business Development, Team Management
Education
California State University-Bakersfield 2000 — 2004
BA, Political Science
Antelope Valley College 1996 — 2000
AA, Letters, Arts & Sciences
Independent Consultant February 2013 - Present
Kevin Tienken Comedy July 2008 - Present
The Center for Autism and Related Disorders, Inc. (CARD) August 2013 - December 2013
T-Mobile October 2006 - May 2013
American Income Life February 2005 - February 2007
Wells Fargo Financial October 2005 - October 2006
Parrot Cellular February 2002 - February 2005
Skills
Direct Sales, Sales, Retail, Management, Marketing, Training, Customer Retention, Coaching, Public Speaking, Telecommunications, Merchandising, Customer Experience, Team Building, Customer Service, Recruiting, Leadership, Cold Calling, Team Leadership, Inventory Management, Insurance, Leadership Development, Wireless, Strategic Planning, Social Networking, Store Management, Microsoft Office, Social Media, Strategy, Marketing Communications, Online Marketing, Microsoft Excel, Mobile Devices, Sales Process, Visual Merchandising, B2B, Time Management, Employee Training, Solution Selling, Social Media Marketing, Outlook, Employee Relations, Teamwork, Interviews, PowerPoint, Inventory Control, Event Management, Cellular Communications, Management Consulting, Sales Management, Motivational Speaking
Education
California State University-Fresno 2002 — 2004
BA, Psychology
Sanofi August 2013 - Present
Takeda Pharmaceuticals October 2012 - April 2013
AstraZeneca September 2011 - September 2012
Sanofi June 2010 - June 2011
Active Home Care DME August 2007 - June 2010
Wells Fargo Financial April 2004 - August 2007
FAA April 2000 - April 2004
Skills
Sales, Sales Operations, Marketing, Sales Management, Management, Budgets, Healthcare, Medical Devices, Strategy, Community Outreach, Customer Service, Strategic Planning, Public Speaking, Cold Calling, Account Management, Microsoft Office, Training, Coaching, Clinical Research, Team Building, Marketing Strategy, Leadership, Pharmaceutical Sales
Education
California State University 1999 — 2004
Bachelor of Arts, Communication Studies
California State University-Los Angeles 1999 — 2004
Communications Studies, Public Relations, Advertising, and Applied Communication, 3.8
NuVasive May 2013 - March 2014
Chef Works March 2013 - May 2013
Cytori Therapeutics October 2012 - November 2012
Scripps Health August 2011 - May 2012
Club Demonstration Services September 2010 - December 2010
MacDermid Printing Solutions April 2009 - July 2009
Wells Fargo Financial 2004 - 2008
Rancho Santa Fe Mortgage 2003 - 2004
Harborside Financial Network Inc. 2002 - 2003
Eos Group 1992 - 2001
Skills
Employee Relations, Human Resources, Recruiting, Onboarding, HRIS, Performance Management, Customer Service, Microsoft Office, Reference Checking, Employee Training, Team Building, Outlook, California Labor Law, Phone Screening, Coaching, Auditing & Compliance, Process Improvement, HR Policies
Education
California State University-San Marcos 2008 — 2009
Certificate, Human Resource Management Certificate
Bank of America May 2011 - Present
Wells Fargo May 2010 - May 2011
Wells Fargo Financial May 2003 - May 2010
Bank of America 2000 - 2003
Skills
Banking, Credit, Loans, Portfolio Management, Finance, Financial Services, Small Business Lending, Credit Analysis, Commercial Lending, Mortgage Lending, Consumer Lending, Real Estate, Commercial Banking, Lines Of Credit, New Business Development, Cross Selling, Financial Analysis, Deposits, Credit Cards, Private Banking, Sales, Loan Origination, Mortgage Banking, Retail Banking, Investments
Education
California State University, Fresno 2001 — 2003
BS, Finance
RCFL Construction Lending June 2006 - December 2009
Wells Fargo Financial March 2005 - November 2005
Bank of America September 1999 - March 2004
Education
California State Polytechnic University-Pomona 2009 — 2011
MBA, Marketing
California State University-Fullerton, Mihaylo College of Business and Economics 2001 — 2005
Bachelors Business Management, Management (Leadership-International-Operations-HR), Marketing, Finance, Accounting
Disney Consumer Products May 2007 - February 2012
Wells Fargo Financial December 2005 - April 2007
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
BS, Business Administration
Bank of America January 2002 - Present
Countrywide Home Loan Inc January 2002 - May 2009
Wells Fargo financial June 2000 - December 2001
Skills
Loans, Mortgage Lending, Refinance, FHA, Mortgage Banking, Loan Origination, Account Management, Customer Service, Investment Properties, Residential Mortgages, Sales, Sales Management, VA loans, Real Estate, Management
Education
California State University-Chico 1995 — 1999
Business, Finance
Software Consulting Services July 1994 - Present
Wells Fargo Financial December 2008 - December 2010
CBS Distribution & Residuals October 2007 - October 2008
Countrywide December 2002 - September 2007
AEGON - Transamerica Insurance September 1999 - April 2002
US Doctors Network March 1999 - October 1999
Aramark Uniform Services March 1998 - August 1999
Thee.Net Internet Solutions September 1996 - March 1998
University of California November 1995 - August 1997
Countrywide Mortgage March 1996 - June 1996
Education
Hypnosis Motivation Institute 2004 — 2005
Board Certified
A. University of Hawaii 1995 — 1996
MBA
California Lutheran University 1981 — 1987
BS
BCG Digital Ventures June 2015 - Present
TEKsystems December 2013 - June 2015
TEKsystems April 2012 - December 2013
TEKsystems October 2011 - April 2012
TEKsystems October 2010 - October 2011
Wells Fargo Financial June 2010 - August 2010
Skills
Technical Recruiting, Recruiting, Applicant Tracking..., Enterprise Software, Staff Augmentation, Time Management, Screening, Screening Resumes, Networking, Contract Recruitment, Talent Acquisition, Internet Recruiting, Interviews, Requirements Analysis, Benefits Negotiation, Staffing Services, Executive Search, Vendor Management, Sourcing, Cold Calling, IT Recruitment, College Recruiting, Temporary Placement, Employee Relations, SDLC, IT Service Management, Talent Management, Permanent Placement, Human Resources, Resource Management, Onboarding
Education
California State University-Dominguez Hills 2006 — 2010
BS, Business Administration
Strategic Planning & Investment Advisors- Ameriprise Financial Services, Inc. May 2012 - Present
Merrill Lynch February 2008 - May 2012
LPL Financial January 2007 - November 2007
FSC Securities April 2005 - December 2006
Wells Fargo Financial October 2003 - October 2004
Education
California Lutheran University 2004 — 2006
MBA, emphasis in Financial Planning
University of California, Santa Barbara 1998 — 2003
Bachelors Degree, History & Business Economics
EY September 2013 - Present
Innovative Accountants 2011 - 2013
AM Consulting 2010 - 2011
Wells Fargo Financial 2008 - 2010
Circuit City 2003 - 2008
Skills
Financial Analysis, Accounting, CPA, Risk Management, Sarbanes-Oxley Act, Member of AICPA, Customer Service, GAAP, Internal Controls, Financial Statements, US GAAP, QuickBooks, Access, Entrepreneurship..., Technology Change..., Project Management, Microsoft Office, Microsoft Excel, Sales, PowerPoint, Leadership, Auditing, Management, Financial Accounting, Public Speaking, Finance, Microsoft Word, Analysis, Budgets
Education
California State University-Northridge 2012 — 2013
Master of Accountancy, Accounting - Information Systems
Crespi Carmelite High School
University of California, Los Angeles
B.A, History
Loma Linda University Medical Center October 2012 - Present
Kaiser June 2012 - April 2013
Loma Linda University Medical Center June 2011 - August 2011
Wells Fargo Financial December 2006 - January 2009
Skills
Registered Nurses, ACLS, BLS, Basic Arrhythmia..., Nursing, Healthcare, Cpr Certified, Long-term Care, HIPAA, Healthcare Information..., Medicare, Hospitals, Critical Thinking, Healthcare Management, Epic Systems, Medical Terminology, EMR, First Aid, Medical Records, Temporary Placement, Health Insurance, CPOE, Clinical Research, Healthcare Industry, Medicine
Education
Loma Linda University 2010 — 2012
Bachelors of Science, Nursing, 3.78
Cal State San Marcos 2003 — 2007
Bachelors of Science, Business Administration
PAR Excellence Systems Inc. October 2013 - Present
Great American Insurance Group July 2012 - May 2013
PAR Excellence Systems Inc. October 2011 - March 2012
Macy's May 2006 - March 2011
Wells Fargo Financial October 2005 - April 2006
Skills
HTML, Competitive Analysis, Microsoft programs, Accounting, SOX, Auditing, Financial Reporting, Audit, Financial Analysis, Excel, Process Improvement, PowerPoint, Word, Microsoft Office, Outlook, Compliance, Internal Audit, Problem Solving, Financial Planning, Access, Inventory Management, Risk Management, Customer Service, Analysis, Team Building, Business Analysis, Accounts Payable, Accounts Receivable, Visio, Data Analysis
Education
Miami University 2002 — 2005
Bachelor's, Finance
Miami University 2002 — 2005
Bachelor of Science, Business; Finance
Butler University - College of Business Administration 2001 — 2002
transfer, Accounting
Saint Xavier High School 1997 — 2001
College Preparatory, General Studies
Wells Fargo Home Mortgage 2011 - Present
Grand View University August 2008 - Present
Wells Fargo Financial July 2009 - May 2010
Wells Fargo Financial January 2007 - May 2009
Skills
Management, Customer Service, Networking, Loans, Training, Sourcing, Account Management, Sales, Relationship Management, Financial Analysis, Strategic Planning, Sales Management, Leadership, Banking, Portfolio Management, Credit, Team Building, Mortgage Lending, Call Centers, New Business Development, Process Improvement, Team Leadership, Risk Management, Coaching
Education
California Polytechnic State University-San Luis Obispo 1998 — 2001
Iowa Central Community College 1996 — 1997
AA, Business Administration
Coldwell Banker Real Estate July 2010 - Present
Wells Fargo Financial July 2009 - July 2010
Education
California State University, Fresno 2004 — 2009
BS, Entrepreneurship
San Diego State University-California State University
AIS Auto Insurance Specialists January 2012 - Present
FREEWAY INSURANCE April 2011 - January 2012
Enterprise Rent-A-Car July 2009 - March 2011
Wells Fargo Financial November 2008 - June 2009
Best Buy May 2006 - November 2008
Household Credit Services March 2000 - June 2002
Skills
Leadership, Customer Service, Management, Sales, Marketing, Team Building, Account Management, Selling, Customer Retention, Coaching, Teamwork, Microsoft Excel, PowerPoint, Microsoft Word
Education
California State University-Long Beach 2005 — 2008
Bachelor of Arts, Liberal Arts; Business Economics
Hartnell College
Associates Degree, Business Administration
Motorola Mobility June 2013 - Present
Motorola Mobility August 2010 - June 2013
Wells Fargo Financial November 2008 - June 2009
Coast Capital Corporation August 2005 - November 2008
Coast Capital Corporation May 2002 - August 2005
Skills
Salesforce.com, Sales Operations, CRM, Banking, Finance, Sales, Technology, Project Management, Credit Analysis, Operations Management, Process Improvement, Business Process, Budget, Data Analysis, Databases, Process Flow, Process Flow Charts, Budgets, Cloud Computing, Strategic Partnerships, Integration, Training, Contract Negotiation, New Business Development, Selling, Product Management, Vendor Management, Telecommunications, Program Management
Education
California State University-Hayward - School of Business and Economics
Bachelor of Science, Business Administration; an emphasis on Information Technology Management and Real Estate Management
Comcast Cable April 2014 - Present
Comcast Cable June 2012 - Present
Central Valley Professionals April 2012 - January 2013
Aetna August 2008 - February 2011
Huffsteter Community Care May 2003 - January 2010
Advantage Cable Services May 2008 - May 2009
Wells Fargo Financial July 2007 - July 2008
Aetna June 2005 - July 2007
Bank of America April 2001 - June 2005
Skills
Supervisory Skills, Managerial Experience, Finance, Computers, Computer Proficiency, Desktop Computers, Healthcare, Health Insurance, Underwriting, Mortgage Lending, Fundraising, Management, Marketing, Loans, Account Management, Analysis, Budgets, Business Analysis, Call Centers, Cash Management, Coaching, Community Outreach, Conflict Resolution, Credit, Customer Satisfaction, Customer Retention, Customer Service, Employee Benefits, Employee Training, Event Planning, Human Resources, Insurance, Leadership, Leadership Development, Microsoft Excel, Microsoft Word, Negotiation, Nonprofits, Payroll, People Skills, Process Improvement, Public Speaking, Recruiting, Sales, Sales Management, Small Business, Social Media, Strategic Planning, Subrogation, System Administration
Education
ITT Technical Institute 2011 — 2013
Pursing Associate of Science Degree, Network Systems Administration
ITT Technical Institute Clovis, CA 2011 — 2013
Network Systems Administration
California State University-Fresno 1996 — 2001
Business Administration, Management
Member - California State University Board of Trustees 1998 — 1999
Scholle Corporation August 2015 - Present
HM.CLAUSE March 2010 - August 2015
Modesto Irrigation District November 2009 - February 2010
Aaron's Clean-Ups November 2007 - November 2009
Wells Fargo Financial August 2008 - March 2009
Seneca Foods Corporation June 2003 - September 2006
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Employee Relations, Customer Service, Team Building, Project Management, Process Improvement, Performance Management, Recruiting, Training, Interviews, Leadership, Talent Management, Human Resources, Onboarding, Analysis, Sales, Organizational..., College Recruiting
Education
California State University-Stanislaus 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
University of California, San Diego 2002 — 2006
Bachelor of Arts (B.A.), Communications
World Financial Group (WFG) July 2011 - Present
Stockton Wolves December 2009 - September 2011
Homeland Financial Services January 2009 - October 2009
Global Group Funding May 2008 - January 2009
Sports Management Worldwide 2008 - 2009
Atlas Financial Services July 2007 - April 2008
Michael L. Stokes Mortgage & Realty September 2006 - June 2007
Wells Fargo Financial August 2003 - August 2006
The Oakland Raiders July 1999 - September 2000
Skills
Sales, Customer Service, Coaching, Microsoft Excel, Microsoft Office, Marketing, Microsoft Word, Outlook, PowerPoint, Cold Calling, Management, Real Estate, Business Development, Research, Human Resources, Event Management, Leadership, Recruiting, Training, Time Management
Education
Sports Management World Wide 2008 — 2009
Certificate of Achievement, Football G.M. and Scouting
California State University Los Angeles (CSULA) 2001 — 2003
Bachelors of Science; B.S, Business Management
California State University-Los Angeles 2001 — 2003
Bachelor of Science, Business Administration - Management
De Anza College 1996 — 1998
Associate of Liberal Arts, (A.A, General Education
De Anza College 1995 — 1998
A.A., Liberal Arts
VAVi Sport & Social Club November 2012 - Present
The Governor Hotel/The Avalon Hotel & Spa July 2011 - May 2012
Hilton Checkers Los Angeles November 2010 - June 2011
Se San Diego Hotel August 2009 - October 2010
Se San Diego Hotel May 2008 - August 2009
Marriott International May 2006 - April 2008
Wells Fargo Financial December 2005 - April 2006
A.G. Edwards & Sons, Inc. 2005 - 2005
Skills
Hotels, Hospitality Industry, Resorts, Hospitality, Banquets, Management, Luxury, Front Office
Education
University of California, Riverside 2003 — 2005
Bachelor of Science, Business Administration - Finance
CSUN 2001 — 2003
Anthem, Inc. April 2014 - Present
Anthem, Inc. December 2008 - March 2014
Washington Mutual Card Services January 2007 - October 2008
Wells Fargo Financial June 2006 - December 2006
Macy's June 2005 - June 2006
Verizon Wireless March 2004 - May 2005
Washington Mutual Card Services March 2001 - February 2004
Blue Shield of California October 1997 - February 2001
Skills
Process Improvement, Call Centers, Training, Vendor Management, Team Building, Sales, Customer Service, Data Analysis, Management, Coaching, Call Center, Banking, Strategic Planning, Performance Management, Budgets, Health Insurance, Healthcare, Human Resources, Sales Management, Customer Satisfaction, Insurance, Business Analysis, Marketing, Program Management, Six Sigma Yellow Belt
Education
University of Phoenix 1999 — 2001
MBA, Business Management
California State University-Northridge 1996 — 1998
Bachelors of Science, Environmental and Occupational Health
U.S. Bank January 2014 - Present
National Black MBA Association, Los Angeles January 2014 - Present
Crenshaw Chamber of Commerce February 2014 - Present
Sons of Abraham January 2010 - Present
Comerica Bank August 2012 - January 2014
Wells Fargo Bank December 2009 - August 2012
Wells Fargo Auto Finance May 2006 - September 2008
Wells Fargo Financial March 2005 - May 2006
University of Arizona Recreation Center January 2004 - May 2005
Skills
Customer Relations, Credit, Customer Service, Compliance, Fraud Prevention, Credit Analysis, Financial Analysis, Loans, Fraud, Mortgage Lending, Finance, Underwriting, Portfolio Management, Management, Commercial Lending, Analysis, Training, Marketing, Consumer Lending, Commercial Banking, Retail Banking, Cash Management, Banking, Sales, Time Management, Leadership, Risk Management, Sales Management, Customer Retention, Small Business, Accounting, Human Resources, Business Strategy
Education
California State University-Long Beach - College of Business Administration 2008 — 2009
MBA, General Business
University of Arizona 2001 — 2005
Bachelor of Science, Business Management
Beverly Hills High School 1997 — 2001
High School Diploma
www.MauiBeachKondo.com December 2013 - Present
Sanofi April 2013 - Present
Bayer HealthCare February 2012 - April 2013
CCS Medical January 2008 - February 2012
UPS 2004 - 2008
AXA Investment Managers 1998 - 2004
Wells Fargo Financial 1997 - 1998
Skills
Medical Devices, Territory, Sales Management, Key Account Management, Account Management, Diabetes, Endocrinology, Product Launch, Insulin Pumps, Marketing Strategy, Solution Selling, Healthcare, Selling Skills, Sales Operations, Marketing, Sales Force Development, Sales, Managed Care, Pharmaceutical Sales, Selling, Medical Sales, Hospitals, Sales Effectiveness, Pharmaceutical Industry, Market Development, Nephrology, Market Planning, B2B, Leadership, Strategy
Education
New Mexico State University 1994 — 1997
Bachelors, International Business
California State Polytechnic University-Pomona
Balboa Capital 2012 - 2013
Wells Fargo 2010 - 2012
Wells Fargo Financial 2009 - 2010
Firestone 2007 - 2009
Skills
Business Skills, Politics, Negotiation, Financial Analysis, Strategic Financial..., Business Strategy, Marketing Strategy, Business Analysis
Education
University of La Verne 2010 — 2012
Master of Business Administration (MBA), Management and Leadership
California State University-Dominguez Hills 2007 — 2009
Bachelor of Science (BS), Marketing
comScore, Inc. January 2015 - Present
Yahoo! July 2011 - January 2015
MTV Networks August 2010 - July 2011
Tribune Company September 2007 - July 2010
Los Angeles Times/ CareerBuilder.com September 2006 - October 2007
Wells Fargo Financial August 2005 - September 2006
Skills
Analytics, Advertising, Consumer Insights, Digital Media, Digital Marketing, Online Advertising, Online Marketing, Social Media, Google Analytics, Entertainment, Competitive Analysis, Social Media Marketing, Omniture, E-commerce, B2B Marketing, B2C marketing, Primary Research, Syndicated Data Analysis, Market Research, Strategy, Web Analytics, Digital Strategy, New Media, Business Strategy, Business Development, Business Intelligence, Mobile Advertising, Community Outreach, CRM, Data Analysis, Product Marketing, Marketing, Customer Insight, Integrated Marketing
Education
California State University-Los Angeles 2001 — 2005
BS
Arizona State University December 2013 - Present
Arizona College May 2008 - December 2013
Phoenix College October 2007 - May 2008
Maricopa Mortgage March 2006 - May 2007
Aegis Lending March 2005 - March 2006
Wells Fargo Financial 2001 - 2005
California State University Los Angeles 1998 - 2001
Skills
Customer Service, PowerPoint, Access, Student Recruiting, Training, Achieve Results, CampusVue, Higher Education Policy, Higher Education..., Presentation Development, Student Counseling, Organization &..., Microsoft Word, Microsoft Excel, University Relations, Academic Advising, Liasoning, Presentations, Student Engagement, Retention Strategies, Student Affairs, Admissions, Student Financial Aid
Education
University of Phoenix 2002 — 2006
Master's Business Administration, Business
California State University-Los Angeles 1997 — 2001
Bachelor's Business Administration, Business
Chase September 2013 - Present
Wells Fargo Financial August 2009 - September 2011
Skills
Loans, Finance, Microsoft Excel, Risk Management, Customer Service, Sales, Banking, Financial Analysis, Microsoft Office, Credit, Retail Banking, Portfolio Management, Mortgage Lending, Commercial Banking, Credit Analysis
Education
California State University-Los Angeles 2009 — 2016
Bachelor of Applied Science (B.A.Sc.), Biology/Biological Sciences, General
Wells Fargo January 2014 - Present
GE October 2013 - January 2014
Wells Fargo February 2008 - October 2013
Wells Fargo June 2007 - January 2008
Macqurie Bank, Sydney, Australia September 2006 - December 2006
Wells Fargo Financial October 2003 - August 2006
Sun Microsystems September 2001 - October 2003
AOL Inc. March 2001 - September 2001
Cypress Semiconductors October 2000 - March 2001
Ecoupons.com January 2000 - October 2000
Skills
Ant, Weblogic, Unix, Perl, JSP, JavaScript, ClearCase, AJAX, Servlets, Struts, JMeter, JSF, Spring, Web Services, Tomcat, SOAP, Java Enterprise Edition
Education
Golden Gate University 2009 — 2012
MS, IT Management, 3.913
California State University-East Bay 1998 — 2000
BS, Computer Science
Ohlone College 1996 — 1998
City of Huntington Beach August 2014 - Present
City of Palmdale May 2011 - August 2014
Wells Fargo Financial April 2006 - September 2009
Bank of America July 2003 - April 2006
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Microsoft Word, Teamwork, English, Public Speaking, Customer Service, Social Media, Leadership, Outlook, Team Leadership, Administration, Customer Satisfaction, Team Building, Leadership Development, Risk Management, Windows, Sales, Data Entry, Spanish, Management, Account Management, Training, Coaching, Deposits, Banking, Data Analysis, Consumer Lending, Spreadsheets, Finance, Loan Servicing
Education
California State University-Northridge 2010 — 2012
Glendale Community College 2003 — 2005
Associate of Science (A.S.), Business Administration and Management, General
City of Hope June 2015 - Present
Foundation Fighting Blindness March 2015 - June 2015
St. Baldrick's Foundation January 2011 - September 2014
Tiger Woods Foundation March 2009 - August 2010
University of San Diego August 2008 - February 2009
JPMorgan Chase March 2008 - October 2008
Wells Fargo Financial July 2005 - October 2007
Acento Advertising January 2005 - June 2005
Skills
Event Planning, Social Media Marketing, Social Media, Event Management, Public Relations, Marketing, Advertising, Non-profits, Marketing Communications, Customer Service, PowerPoint, Marketing Strategy, Budgets, Microsoft Excel, Outlook, Facebook, Fundraising, Sports Marketing, Microsoft Office, Community Outreach, Volunteer Management, Training, Team Building, Public Speaking, Sponsorship, Press Releases, Social Networking, Time Management, Media Relations, Sports, Nonprofits
Education
University of San Francisco 2008 — 2010
Masters, Sport Management
California State Polytechnic University-Pomona 2000 — 2005
Business Administration, Marketing
MINDBODY, Inc. July 2015 - Present
MINDBODY, Inc. May 2014 - August 2015
MINDBODY, Inc. August 2013 - May 2014
Grade Potential Tutoring September 2009 - August 2013
Wells Fargo Financial February 2009 - September 2009
HSBC March 2007 - March 2009
Central Coast Magazine June 2006 - June 2007
Cal Poly San Luis Obispo 2005 - 2006
Skills
Sales, Cold Calling, Marketing, Salesforce.com, Account Management, Social Networking, Leadership, Customer Service, Marketing Strategy, Social Media, Social Media Marketing, CRM, Business Development, Marketing Communications, Lead Generation, Advertising, SaaS, Management, Sales Management, Public Speaking, Sales Process
Education
California Polytechnic State University-San Luis Obispo 2000 — 2005
Journalism, Public Relations
State Farm February 2014 - Present
Citizens Business Bank December 2012 - January 2014
Chase April 2010 - November 2012
ADP October 2008 - April 2010
Wells Fargo Financial June 2006 - October 2008
Skills
Leadership, Management, Sales, Customer Service, Recruiting, Banking, Finance, Coaching, Strategy, Marketing, Team Building, Business Development, Cold Calling, Credit, Loans, Sales Management, Public Speaking, Team Management, Driving Results, Great Motivator, Team Leadership, Leadership Development, Customer Retention, Communication Skills, Training, Salesforce.com, Networking, Commercial Banking, Credit Analysis, Interviews, Start-ups, Critical Thinking, Problem Solving, Relationship Management, Talent Acquisition, Financial Services, Customer Experience, Business Networking, Consulting, Presentations, Sales Presentations, Business Strategy, Cross Selling, Marketing Strategy, CRM, Microsoft Office, Employee Training, Sales Motivation, Team Motivation, Relationship Building
Education
Claremont Graduate University 2012 — 2015
Master of Business Administration (M.B.A.), Business Management, Strategy & Leadership, 3.8 GPA
California State Polytechnic University-Pomona 2002 — 2006
Bachelor of Science (BS), International Business and Marketing
Flagship Trans & Logistics, Inc. March 2014 - Present
Weyerhaeuser July 2012 - March 2014
Click Express, Inc. May 2004 - July 2012
Click Express, Inc May 2004 - June 2005
Wells Fargo Financial November 2003 - May 2004
Skills
Operations Management, Cold Calling, Pricing, Customer Satisfaction, Transportation, Customer Service, Sales, Shipping, Account Management, Customer Retention, LTL, Leadership, Management, Freight, Logistics, Transportation...
Education
California State University-Long Beach 2000 — 2004
Bachelor of Arts, History
Saddleback College 1996 — 1998
QCI January 2015 - Present
TEKsystems May 2014 - January 2015
QCI November 2012 - February 2014
Wells Fargo Home Mortgage February 2011 - August 2012
Wells Fargo 2005 - January 2011
Wells Fargo Financial 2004 - 2005
Wells Fargo Financial 2003 - 2004
ADP 2001 - 2003
ADP 2000 - 2001
Skills
Business Analysis, Process Improvement, Cross-functional Team..., PMP, Project Portfolio..., Risk Management, Change Management, MS Project, Project Management, Team Leadership, Management, Leadership, Project Planning, Strategy, Analysis, Business Process..., Budgets, Testing, Human Resources, PMO, Six Sigma, Program Management, Banking, Business Requirements, SDLC, Vendor Management, Quality Assurance, Consulting, Call Centers, Requirements Gathering, Visio, Business Process
Education
California State University-Fullerton
BA
Build.com August 2014 - Present
Cornerstone Community Bank April 2014 - December 2014
North Valley Bank April 2012 - April 2014
Tri Counties Bank October 2001 - April 2012
Wells Fargo Financial 2006 - 2008
Bank of America September 1998 - October 2001
Skills
Commercial Lending, Loans, Credit, Consumer Lending, Commercial Banking, Real Estate, Loan Origination, Home Equity Lines of..., Refinance, Banking, Residential Mortgages, Mortgage Lending, VA loans, Mortgage Banking, USDA, VA Loans, FHA
Education
California State University-Chico 2001 — 2004
Bachelor's Degree, Business Administration and Management, General
West Valley & Evergreen College 1998 — 2001
Associate's Degree, General Studies and Business Management
MP
Project Lead The Way July 2014 - Present
Hawthorne School District August 2007 - Present
Wells Fargo Financial October 2005 - April 2006
Bank of America December 2001 - August 2005
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Leadership, Curriculum Development, Staff Development
Education
California State University-Dominguez Hills 2009 — 2011
Master's degree, Curriculum and Instruction
California State University-Dominguez Hills 1999 — 2003
Bachelor's degree, Criminal Justice
California Western School of Law January 2014 - Present
Western Dental November 2010 - December 2013
U.S. Bank November 2009 - November 2010
RBV High School 2009 - 2010
California Credit Union August 2006 - August 2007
Wells Fargo Financial November 2005 - June 2006
Wells Fargo Financial January 2004 - November 2005
Skills
Auditing, Employee Benefits, Budgets, Customer Service, PowerPoint, Microsoft Excel, Strategic Planning, Team Building, Microsoft Word, Public Speaking, Coaching, Management, Microsoft Office, Outlook, Credit, Project Management, Account Management, Banking, Sales, Business Development, Sales Management, Employee Training, Leadership, Training
Education
California Western School of Law 2014 — 2016
Doctor of Law (J.D.)
Cal Poly San Luis Obispo 1998 — 2003
Bachelor of Science - Business Administration, Finance
California Polytechnic State University 1998 — 2003
Bachelor of Science Degree, Business Administration; Financial Management
Wells Fargo September 2012 - Present
Wells Fargo Bank August 2010 - September 2012
Wells Fargo Financial April 2006 - August 2010
Skills
Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Non-Conforming, Notary Public, VA loans, Refinance, Government Loans, FHA, Residential Mortgages, FHA financing, Credit Analysis, Credit, Underwriting, Home Equity Loans, Reverse Mortgages, VA Loans, FHA Financing, Banking
Education
California State University-Fullerton 2002 — 2006
Bachelor's degree, Business/Corporate Communications
LinkedIn September 2014 - Present
Datameer December 2013 - August 2014
Actuate July 2011 - December 2013
Delivery Agent October 2010 - July 2011
iWin Inc October 2008 - January 2010
Wells Fargo Financial June 2002 - October 2008
Wells Fargo Auto Finance January 2000 - June 2002
Wells Fargo Bank May 1996 - 2000
Skills
Microsoft Office, Salesforce.com, Management, Lead Generation, Online Marketing, Product Management, Email Marketing, Marketing, E-commerce, CRM, Account Management, New Business Development, Online Advertising, Strategy, Marketing Strategy, Competitive Analysis, Integrated Marketing
Education
Saint Mary's College of California 2004 — 2006
Bachelor of Arts, Management
California State University-East Bay 2001 — 2004
Business Adminstration
San Francisco State University 1998 — 2001
Business Administration
Jackson Insurance Group, Inc. February 2014 - Present
COUNTRY ® Financial August 2009 - February 2014
Ace Mortgage Funding, LLC October 2007 - November 2008
Countrywide Home Loans July 2006 - October 2007
Wells Fargo Home Mortgage October 2004 - July 2006
Wells Fargo Financial January 2003 - October 2004
Skills
Retirement Planning, Insurance, Health Insurance, Microsoft Office, New Business Development, Retirement, Term Life Insurance, Annuities, Business Planning, Leadership, Fixed Annuities, Whole Life, Sales, Financial Services, Finance, Mortgage Lending, Life Insurance, Disability Insurance, Residential Mortgages, Commercial Insurance
Education
Butler University - College of Business Administration 1998 — 2002
Bachelors, Finance
CloudPassage July 2014 - Present
CloudPassage February 2014 - July 2014
GoGrid (Acquired by Datapipe) September 2013 - February 2014
GoGrid (Acquired by Datapipe) January 2013 - August 2013
CalPERS January 2011 - January 2013
Wells Fargo Financial August 2007 - December 2009
State Street May 2008 - February 2009
Skills
Bloomberg, Sales Management, Corporate Communications, IaaS, Network Marketing, Digital Marketing, Business Development, Business Continuity, Cloud Computing, CRM, SaaS, Social Networking, Portfolio Management, Sales, Social Media Marketing, Finance, Salesforce.com, Management, Marketing, Valuation, Credit, Fixed Income, Financial Risk, Analysis, Sales Process
Education
California Polytechnic State University-San Luis Obispo 2004 — 2007
Bachelor of Science, Business, Economics
Skechers September 2014 - Present
CBRE August 2013 - August 2014
CBRE October 2007 - August 2013
Hot Topic August 2007 - October 2007
LandAmerica Financial Group March 2005 - June 2007
Wells Fargo Financial October 2003 - March 2005
Skills
Fluent Spanish Speaker..., Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Accounting, Internal Audit, Financial Reporting, Auditing, Sarbanes-Oxley, GAAP, Due Diligence, Financial Accounting, Enterprise Risk..., Fraud Detection, Analysis, Finance, Budgets, Leadership, Customer Service, Process Improvement
Education
California State University-Long Beach - College of Business Administration 1998 — 2003
Bachelor of Science, Finance and International Business
Kaiser Permanente January 2011 - Present
Los Angeles Medical Center January 2008 - January 2010
MITI January 2007 - January 2008
Kaiser Permanente January 2006 - January 2007
Wells Fargo Financial January 2004 - January 2006
Skills
Healthcare, HIPAA, Process Improvement, Data Analysis, CPOE, Healthcare Management, Epic Systems, Healthcare Information..., Project Management, Business Analysis, Microsoft Excel, Visio, EMR, EHR, Analysis, Strategic Planning, Leadership, Ambulatory, Physicians, Informatics, Software Documentation, Project Planning, Inpatient, Hospitals, Training, Program Management, Revenue Cycle, Healthcare Industry, Healthcare Consulting, Management, Managed Care, Ambulatory Care, Performance Improvement, Software Implementation, Patient Safety, Team Building, Health Information..., PACS, PowerPoint, Quality Improvement
Education
University of La Verne 2011 — 2013
Master of Business Administration
California State University-Los Angeles 1998 — 2004
BS
City of Modesto September 2013 - Present
Phoenix Enterprises NW, LLC January 2012 - March 2013
Washington Closure Hanford, LLC July 2010 - January 2012
Washington Closure Hanford, LLC November 2008 - October 2010
Columbia River Bank October 2007 - September 2008
Savers January 2007 - October 2007
Western Warehouse June 2004 - December 2006
St. Stanislaus Dance Ministry 2004 - 2006
Wells Fargo Financial 2003 - 2003
Coldwell Banker 2001 - 2003
Skills
Financial Analysis, Purchasing, Accounts Payable, Payroll, Contract Negotiation, Government, Account Reconciliation, Training, Auditing, Inventory, Credit, Procurement, Logistics, Recruiting, Fundraising, Management, Retail, Commercial Banking, Earned Value Management, Subcontracting, Graphic Design, Administrative Functions, Analysis, Customer Service, Leadership, Process Improvement, Risk Management, Microsoft Word, Finance, Supervisory Skills, Budgets, PowerPoint, Process Scheduler, Team Leadership, Microsoft Excel, Sales, Team Building, Variance Analysis, Outlook, Microsoft Office, Contract Management, Policy, Proposal Writing, Inventory Management, Access, Government Procurement, Project Planning, Inventory Control, Accounting, Accounts Receivable
Education
University of Phoenix 2010 — 2012
Master of Science, Accounting
California State University-Stanislaus 1999 — 2003
Bachelor of Science, Business Administration, Finance, Economics
Lower Lake High School 1995 — 1999
High School Diploma, General Studies
Logix Federal Credit Union October 2008 - Present
Wells Fargo Financial June 2004 - October 2008
Skills
Mortgage Lending, Loans, Sales, Consumer Lending, Credit, Mortgage Banking, Loan Origination, Customer Service, Banking, Credit Analysis
Education
California State University-Bakersfield 2000 — 2004
Bachelor's, Business
Bridgepoint Education December 2013 - Present
Tax Resolution Services, Co. October 2012 - August 2013
US Bank September 2011 - February 2012
Rose International Temporary Employment Agency December 2009 - January 2010
Apple One Temporary Employment May 2009 - August 2009
Wells Fargo Financial December 2007 - February 2009
Countrywide Home Loan Full Spectrum Lending Division September 2005 - December 2007
Washington Mutual July 2000 - June 2004
Cal State Northridge Office of Human Resources November 1999 - July 2000
Skills
Loans, Banking, Finance, Mortgage Lending, Customer Service, Sales, Leadership, Access, Credit, Microsoft Excel, CRM, Financial Analysis, Risk Management
Education
University of Phoenix 2009 — 2010
Masters of Business Administration, 2010; Economics and Accounting
University of Phoenix 2009 — 2010
Masters of Business Administration, Business
GSU 2005 — 2006
N.A., Music
California State University-Northridge 1998 — 2002
BA Economics, Business Administration and Economics
Golden State Warriors January 2011 - Present
Golden State Warriors August 2010 - January 2011
Wells Fargo Financial July 2009 - May 2010
Skills
Sales Management, Social Networking, Cold Calling, Marketing Communications, Ticket Sales, Selling, Email Marketing, New Business Development, Sports Marketing, Customer Service, Microsoft Word, Marketing Strategy, Account Management, Direct Sales, Marketing, Event Management, Event Planning, Public Relations, Sales Operations, Sales Process, Market Research, Lead Generation, Sales Presentations, Product Marketing, Social Media, Salesforce.com, CRM, Microsoft Excel, PowerPoint, Time Management
Education
California State University-Chico 2007 — 2009
BS, Business Management, Organizational
Amador Valley High School 2000 — 2004
Aesculap September 2010 - Present
Wells Fargo Financial October 2002 - September 2010
Enterprise Rent-A-Car January 1997 - July 2002
Education
California State University-Long Beach 1992 — 1996
BS, MANAGEMENT
Дентс Мед December 2011 - Present
Western Asset Management Company August 2006 - Present
Western Asset Management 2006 - 2010
Western Asset Management 2006 - 2010
Western Asset Management 2006 - 2008
Western Asset Management 2006 - 2008
Western Asset Management 2006 - 2008
Wells Fargo Financial June 2005 - August 2006
Pacific Ford, Long Beach Lincoln Mercury Mazda July 2001 - June 2005
Skills
Asset Managment, RFP, Fixed Income
Education
California State University-Long Beach - College of Business Administration 2001 — 2005
B.S., Finance
Santa Barbara City College 1998 — 2001
A.A., Business Administration, Economics
Dance Family
Dance Family
Midwest ISO September 2006 - Present
ACES Power Marketing February 2001 - September 2006
Wells Fargo Financial January 1997 - December 2000
Skills
Energy, Energy Markets, Commodity Markets, Risk Management, PJM, Electricity Markets, Process Improvement, Credit, Financial Analysis, Forecasting, Financial Modeling, Trading, Enterprise Risk..., Hedging, Program Management, Commodity, Strategic Planning, Business Analysis, Demand Response, Finance, Analysis, Portfolio Management
Education
Butler University - College of Business Administration 2006 — 2008
MBA, Finance
University of Mississippi 1993 — 1997
BBA, Finance
UC Davis May 2012 - Present
Wells Fargo Financial May 1997 - May 2010
Skills
Public Speaking, Microsoft Office, Leadership, Customer Service, Nonprofits, Teaching, Sales, Management, Fundraising
Education
California State University-Chico
Bachelor of Science (BS), Diatetics and Food Administration
University of Phoenix
MBA, Business Administration
Wells Fargo Bank February 2011 - Present
Wells Fargo Bank October 2005 - February 2011
Wells Fargo Financial October 2003 - September 2005
Skills
Small Business Lending, Mortgage Lending, Loans, Commercial Lending, Banking, Lines Of Credit, Consumer Lending
Education
California State University-Los Angeles 2001 — 2003
Wells Fargo Bank March 2011 - Present
Wells Fargo Financial November 2005 - March 2011
Wells Fargo Financial January 1989 - November 2005
Wells Fargo Financial March 1987 - January 1989
Skills
Consumer Lending, Loans, Banking, Bank Secrecy Act, Mortgage Lending, Credit, Electronic Payments, Mortgage Banking, Loan Origination, Portfolio Management, Operational Risk, Financial Services, Call Centers, Refinance, Fraud, Operational Risk..., AML, Credit Risk, Financial Risk, Financial Analysis, Credit Analysis, Risk Management, Underwriting, Finance, Executive Management, Credit Cards, Retail Banking, Commercial Lending, OFAC, Commercial Banking, KYC, Loss Mitigation, USA PATRIOT Act, Loan Servicing, Financial Institutions, Branch Management, Relationship Management, Residential Mortgages
Education
California State University-Los Angeles 1978 — 1981
Bachelor of Science (B.S.), Business Administration and Management, General
Automatic Data Processing Insurance Agency, Inc. July 2014 - Present
Automatic Data Processing Insurance Agency, Inc. January 2011 - June 2014
Automatic Data Processing Insurance Agency, Inc May 2009 - December 2010
ADP June 2006 - May 2009
Wells Fargo Financial June 2005 - June 2006
Skills
Licensed Property &..., Workers Compensation, Property & Casualty..., Building Relationships, Insurance, Salesforce.com
Education
Cabrini College 2001 — 2005
Bachelor's degree, Accounting
Verde Labs 2010 - Present
Geographics June 2008 - November 2009
Wells Fargo Financial February 2002 - July 2002
Wallace North America January 2001 - December 2001
AT&T Media Sales January 2000 - December 2000
Education
California Baptist University 1995 — 1999
Bachelor of science, Biology
Washington High School
The Goodyear Tire & Rubber Company January 2012 - Present
Wells Fargo Financial June 2007 - December 2007
New York Life Insurance Company January 2007 - June 2007
Costco Wholesale June 2000 - January 2006
Education
California State Polytechnic University-Pomona 2000 — 2007
Bachelor of Science (B.S.), Management & Human Resources/ CIS (Minor), 3.8
Springleaf Financial Services July 2006 - Present
Wells Fargo Financial July 2005 - July 2006
Education
California State University-Bakersfield 2004 — 2006
XOEye Technologies February 2013 - Present
Allied Modular Building Systems July 2005 - February 2013
Wells Fargo Financial June 2003 - April 2005
Cal Poly Pomona 2000 - 2003
Skills
Microsoft Office, Client Relationship..., Sales Management, Database Management, Project Management, Recruiting, Sales Hiring, Training, CRM, Social Media Marketing, Business Development, Database Admin, Contract Negotiation, Sales, Project Planning, Team Building, Business Strategy, Sales Process, Leadership Development, Marketing Strategy, Management, Leadership, Strategic Planning, Budgets, New Business Development, Manufacturing, B2B
Education
Loyola Marymount University, College of Business Administration 2008 — 2010
MBA, Finance, Organizational Management
California State Polytechnic University-Pomona 1998 — 2003
Bachelor of Science (BS), Finance, General
Manns & Co Real Estate March 2015 - Present
High Country Retreats, LLC 2004 - Present
Coldwell Banker 2006 - March 2015
Fuller Sotheby’s International Realty October 2012 - July 2013
Means Knaus Partners February 2011 - October 2012
Wells Fargo Financial May 2003 - April 2005
Skills
Real Estate Economics, Real Estate Development, Investment Properties, Real Estate Finance, Financial Analysis, Real Estate, Contract Negotiation, Construction Management, Economics, Training, Microsoft Excel, Chinese, Mandarin, MRI, Budgets, Investments, Sales, Management, Real Estate Transactions, Budgeting, Excel, Property Management, Negotiation
Education
University of Denver - Daniels College of Business 2009 — 2011
Masters of Science, Real Estate and Construction Management
University of Denver - Daniels College of Business 2007 — 2008
Masters of Science, Accounting
St. Mary's College of California 2000 — 2003
Bachelor of Science, Business & Economics
California Culinary Academy 1996 — 1997
Associate's degree, Culinary Arts
Independent Consultant (Accounting & Finance) September 2015 - 2015
Wells Fargo Financial October 2010 - 2015
Countrywide Financial Corporation 2005 - May 2010
Countrywide 2005 - 2010
Federal Home Loan Bank of San Francisco September 1998 - April 2005
Executive Life 1990 - 1996
Skills
Derivatives, Banking, Capital Markets, Financial Analysis, Treasury Management, Mortgage Banking, Risk Management, Fixed Income, Accounting, Hedging, Loans, Financial Reporting, Financial Modeling, Investments, SEC filings, Cash Management, Financial Risk, Credit, Sarbanes-Oxley Act, MBS, Corporate Finance, Securitization, Portfolio Management
Education
California State University-Los Angeles 1981 — 1985
Logix Federal Credit Union November 2010 - Present
West Wave Sound April 2008 - Present
Wells Fargo November 2008 - November 2010
Wells Fargo Financial October 2005 - November 2008
Skills
Mortgage Lending, Loans, Banking, Credit, Cross Selling, Loan Origination, Refinance, Retail Banking, Credit Analysis, Portfolio Management, Finance, Underwriting, Financial Risk, Consumer Lending, Customer Service
Education
California State University-Chico 2002 — 2005
B.S., Business Marketing
Wells Fargo June 2014 - Present
Wells Fargo September 2010 - May 2014
Wells Fargo Financial October 2006 - August 2010
Wells Fargo Auto Finance 2000 - 2006
Wells Fargo February 1997 - July 2000
Skills
Disaster Recovery, SQL, SharePoint, Unix, Visio, VMware, Vendor Management, Windows Server, Operating Systems, Servers, SDLC, Agile Methodologies
Education
California State University-East Bay 1995 — 2000
BA, Gegraphy, Resource Management, Information Technology
Wachovia Sr Compensation ConsultantWachovia a Wells Fargo Company2008 - Present
Wells Fargo Financial 2010 - 2011
Education
California State University-Fullerton 1984 — 1987
BA
BaronHR, LLC September 2015 - Present
Volt Workforce Solutions July 2014 - September 2015
Citrus Valley Ins and Financial Services w/ the Horace Mann Companies June 2013 - September 2015
Bank of America February 2011 - February 2013
US Bank January 2010 - February 2011
Paychex August 2009 - January 2010
Wells Fargo Bank January 2008 - January 2009
wells fargo financial February 2003 - January 2008
State Farm Insurance October 2001 - December 2002
Skills
Banking, Sales, Leadership, Loans, Management, Cold Calling, Business Development, Insurance, Consumer Lending, Recruiting, Finance, CRM, Real Estate, Mortgage Lending, Credit, Customer Service, Account and Portfolio..., Marketing, Business Lending, Sales Management, Relationship Management, Sleep Deprivation, Crisis Management, Magics, Event Planning, Therapeutic Listening
Education
California State Polytechnic University-Pomona 1998 — 2002
Bachelor of Science, Business Administration with emphasis in Professional Sales
Chase May 2013 - Present
Wells Fargo July 2011 - May 2013
Wells Fargo August 2007 - July 2011
Wells Fargo June 2005 - January 2007
Wells Fargo Financial August 2003 - July 2005
Skills
Consumer Lending, Underwriting, Retail Banking, Investments, Wealth Management, Financial Analysis, Risk Management, Loan Origination, Finance, Management, Strategic Financial..., Customer Service, Cross Selling, Sales, Relationship Management, Financial Modeling, Business Development, Financial Services, Retirement Planning, Asset Allocation, Asset Based Lending, Financial Risk, Refinance, Residential Mortgages, Mortgage Banking, Series 63, Mutual Funds, Insurance, Series 6, Asset Management, Series 7
Education
California State University, Fresno 1998 — 2003
Business, Entrepreneurship
Fisher Investments May 2010 - December 2012
Verizon Wireless July 2009 - May 2010
The Mobile Solution May 2007 - June 2009
Wells Fargo Financial July 2005 - June 2006
Skills
Credit, Relationship Management, Cold Calling, Mortgage Lending, Direct Sales, Qualifying Prospects, Loans, Salesforce.com, Sales Management, Forecasting, Sales Process, Customer Retention, Finance, Business Development, Selling Skills, Financial Analysis, Portfolio Management, Account Management, Strategic Financial...
Education
California State University-Chico 2000 — 2005
Business, Finance
Front Porch - Villa Gardens June 2012 - Present
Emeritus at Northridge April 2009 - May 2012
Countrywide Bank September 2006 - March 2009
Wells Fargo Financial October 2005 - August 2006
Bank of America November 2001 - September 2005
Skills
Long-term Care, Credit, Banking, Strategic Planning, Financial Analysis, Sales Management, Healthcare, Deposits, Sales, Leadership, Customer Service, Loans, Marketing, Team Building, Portfolio Management, Coaching, Operations Management, Business Development, Mortgage Lending, Leadership Development, Budgets, Elder Care, Healthcare Management, Home Care, Management, Medicare, Public Speaking, Strategy
Education
University of Phoenix 2006 — 2008
Masters Degree, Business Administration
California State University-Northridge 2000 — 2004
Bachelors, Business Administration and Finance
CLC Partnership / Workforce Connection - Manchester January 2014 - Present
Fresno Economic Opportunties Commission (Fresno EOC) January 2007 - December 2013
Wells Fargo Financial August 2005 - July 2006
Delaware North Company February 2001 - December 2004
Skills
Training, Time Management, Nonprofits, Event Planning, Public Speaking, Recruiting, Customer Service
Education
California State University-Fresno 1998 — 2003
Bachelors of Science, Business Administration - Marketing
General Dynamics Information Technology April 2015 - Present
Idle Spurs Steakhouse August 2014 - Present
O'Malley's Irish Pub October 2011 - April 2014
Capital One Auto Finance March 2007 - December 2008
Equity Nation Inc. October 2004 - December 2005
Wells Fargo Financial June 2000 - October 2004
Skills
Management, Sales, Finance, Events Coordination, Microsoft Excel, Foreign Languages, Bartending, Cooking, Visual Basic, Loans, Loan Origination, Customer Service, Time Management, Leadership, Teamwork, Mortgage Lending, Banking, Public Speaking, Team Building, Microsoft Office, Credit, Social Media, Relationship Management, Coaching
Education
California Baptist University 1996 — 2000
Business Administration, Business, Information Systems
California Baptist University
Bachelor of Business Administration (BBA)
Wells Fargo Financial 1970 - 2004
Wells Fargo Home Mortgage 1986 - 1998
Wells Fargo Home Mortgage 1986 - 1998
Skills
Credit, Mortgage Banking, Mergers & Acquisitions, Portfolio Management, Banking, Financial Analysis, Credit Analysis, Business Analysis, Risk Management, Loans, Commercial Lending, Due Diligence, FHA, Financial Services, Underwriting, Refinance, Leadership, Strategic Planning, Loan Origination, Valuation, Team Building, Customer Service, Mortgage Lending, Credit Risk, Capital Markets, Financial Risk, SDLC, Process Improvement, Sales Management, Asset Management, Finance, Executive Management, Management, Vendor Management, Mortgage Servicing
Education
California State University-Dominguez Hills 1975 — 1978
MBA
Quest Nutrition September 2013 - Present
Intelligent Beauty---Sensa September 2012 - September 2013
Beachbody June 2009 - August 2012
Stock Building Supply May 2005 - July 2008
Wells Fargo Financial June 2004 - May 2005
AT&T Wireless September 2001 - June 2004
Skills
Financial Statement..., Direct to Factory..., Total Economic Cost..., Procurement Cost..., Open to Buy Management, Inventory Shrink..., Demand/Forecast..., Inventory Accounting, Bilingual-Spanish,..., ORACLE MRP Execution, Level Load Management, Vendor/Contract..., Cost Benefit, Procurement, Inventory, Inventory Management, Management, Cost Management, Logistics, Inventory Control, Purchasing, Cross-functional Team..., Supply Chain, Supply Chain Management, Strategic Sourcing, Contract Negotiation, Budgets, Analysis, Materials Management, Sales, Forecasting, Strategy, Global Sourcing
Education
Colorado State University
MBA, Business Administration and Management, General
California State University-Long Beach
Psychology
Wells Fargo Financial May 2010 - Present
WCIRB March 2011 - June 2011
Siemens Healthcare March 2001 - December 2009
Siemens Healthcare 2001 - 2009
Siemens Healthcare 2001 - 2009
Skills
Database Administration, Data Warehouse..., Enterprise Architecture, ETL, Data Modeling, Data Analysis, Data Migration, Website Development, Data Warehousing, Microsoft SQL Server, Databases, SQL, SharePoint, Visio, SSIS, SSRS, T-SQL, Oracle
Education
University of California, Berkeley 2001 — 2002
Certificate, MS SQL Server Development, Java Script programming
Chabot College 1999 — 2000
Certificate, Information Technology
California State University-East Bay 1992 — 1995
BS, Biology
Bank of America February 2010 - Present
CHOICE ONE FINANCIAL February 2004 - February 2010
Wells Fargo Financial July 2000 - February 2004
Education
California State University-Northridge 1994 — 1999
Business, Finance
Friar Tux Shop November 2009 - Present
Friar Tux Shop November 2009 - Present
JPMorgan Chase August 2008 - August 2009
Washington Mutual Bank July 2008 - June 2009
Home Loans Bank August 2006 - July 2008
Wells Fargo Financial April 2005 - August 2006
Morgan Stanley January 2005 - November 2005
City Rec. & Parks September 2002 - December 2004
Hoffman Productions October 2001 - April 2002
Skills
Customer Relations, Customer Satisfaction, Customer Experience
Education
California State University-Northridge 2003 — 2005
Business Finance, Business
California State University
B.S
JP Morgan Securities, LLC September 2011 - Present
JP Morgan Chase April 2010 - August 2011
Wells Fargo Bank April 2008 - April 2010
Wells Fargo Financial August 2006 - April 2008
Target March 2005 - June 2006
Geoffrey Beene June 2000 - April 2003
Education
Coastline Community College 2009 — 2010
Accounting Certificate
California State University-Long Beach - College of Business Administration 2003 — 2006
Finance
Series 7, 66 and Life Insurance
American Site Builders January 2015 - Present
Pine Valley Power, Inc. May 2013 - December 2014
Henkels & McCoy, Inc July 2008 - May 2013
Henkels & McCoy, Inc January 2011 - May 2012
Henkels & McCoy February 2010 - December 2010
Henkels & McCoy January 2009 - June 2009
Wells Fargo Financial September 2007 - July 2008
Skills
Process Scheduler, Contract Management, Proposal Writing, Project Planning, Project Management, Microsoft Office, Strategic Planning, Contract Negotiation, Risk Management, Change Management, Materials Management, Project Coordination, Budget, Quality Assurance, Microsoft Excel, Analysis, Management, Procurement, Budgets, MS Project, Software Documentation, Inspection, Program Management, Operations Management, Construction Management, Process Improvement, Customer Satisfaction, Earned Value Management, CPM Scheduling, Primavera P6, Construction, Cost Management, Microsoft Project
Education
California State University-Fresno 2001 — 2006
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
The George Washington University 2009 — 2012
Masters Certificate, Project Management
Wells Fargo October 2010 - Present
Wells Fargo Financial December 2006 - October 2010
Education
California State Polytechnic University-Pomona 2002 — 2006
internation business and marketing
Wedbush Securities September 2015 - Present
Wells Fargo Bank October 2009 - September 2015
Wells Fargo January 2006 - September 2009
Wells Fargo Financial December 2003 - December 2005
Wells Fargo October 2001 - November 2003
Skills
Private Banking, Wealth Management, Insurance, Relationship Management, Portfolio Management, Financial Advisory, Investment Advisory, Retail Banking, Banking, Credit, Loans, Credit Analysis, Cross Selling, Investments, Asset Allocation, Retirement Planning, Mutual Funds, Mortgage Lending, Credit Risk
Education
California Baptist University 2000 — 2001
BS, Business Administration
Vanguard University of Southern California 1995 — 1998
Business Administration and Management, General
CU Direct 2011 - 2013
Farmers Insurance August 2008 - May 2009
WELLS FARGO & COMPANY December 1995 - August 2008
Wells Fargo Financial July 1998 - July 1999
Education
Cal Poly Pomona 1989 — 1994
BS, Business Administration
Precision Builders, Inc April 2012 - Present
Precision Builders May 2007 - April 2012
Wells Fargo Financial August 2006 - May 2007
Skills
Due Diligence, Financial Modeling, Real Estate, Start-ups, New Business Development, Contract Negotiation, Budgets, Construction Management, Financial Analysis, Leadership, Risk Management, Mergers & Acquisitions, Market Analysis, Project Management, Investments, Strategy, Entrepreneurship, Strategic Planning, Management, Business Development
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Business, Finance
Wells Fargo December 2014 - Present
Wells Fargo Home Mortgage April 2012 - October 2013
Wells Fargo Financial August 2007 - August 2010
Wells Fargo Financial June 2005 - October 2006
Education
California State University-Hayward 2002 — 2004
BS - computer info systems, Business Administration and Management, General
Bank of Oklahoma October 2013 - Present
Chase April 2011 - October 2013
Wells Fargo August 2010 - March 2011
Wells Fargo Financial November 2007 - July 2010
City of Santa Clarita August 1999 - November 2007
Skills
Retail Banking, Financial Analysis, Managing Accounts, Financial Services, Financial Reporting, Strategic Financial..., Relationship Management, Account Management, Business Relationship..., Market Analysis, Marketing for Small..., Portfolio Management, Credit, Loans, Cross Selling, Banking, Lines Of Credit, Financial Risk, Small Business Lending, Cash Flow, Credit Risk, Credit Cards, Commercial Lending, Commercial Banking, Loan Origination, Credit Analysis, Risk Management, SBA, Sales, Cash Management, Finance, Treasury Management, Deposits, Leadership
Education
California State University-Northridge 2000 — 2007
Bachelor's, Business Management
Community Services and Employment Training (CSET) October 2013 - Present
Community Services and Employment Training (CSET) May 2011 - October 2013
Wells Fargo Financial March 1999 - May 2011
Skills
Small Business, Compliance, Financial Analysis, New Business Development, Process Improvement, Customer Service, Program Management, Credit, PowerPoint, Research, Banking, Sales Management, Business Planning, Budgeting, Excel, Microsoft Office, Business Analysis, Public Speaking, Non-profits, Analysis, Business Strategy, Word, Fundraising, Marketing, Nonprofits, Event Management, Budgets, Leadership, Training, Organizational...
Education
California State University-Fresno 1997 — 1999
Business Administration, Finance
NeighborWorks
Wells Fargo August 2010 - Present
Wells Fargo Financial February 2010 - September 2010
Skills
Financial Analysis, Credit, Investments, Sales, Real Estate, Marketing, Real Estate Financing, Mortgage Lending, High Net Worth..., Private Banking, Residential Mortgages, Mortgage Underwriting, Lines Of Credit, Cold Calling, Consumer Debt, Account Management, Strategic Financial..., Microsoft Excel, Banking
Education
California Polytechnic State University-San Luis Obispo 2006 — 2009
Business
AstraZeneca December 2014 - Present
AstraZeneca November 2008 - Present
Wells fargo financial May 2006 - November 2008
Skills
Pharmaceutical Sales, Pharmaceutical Industry, Gastroenterology, Sales Effectiveness, Market Access, Pulmonology, Rheumatology, Diabetes, Neurology, Hospital Sales, Managed Care, Therapeutic Areas, Respiration, Allergy, Selling Skills, Central Nervous System, Psychiatry, Asthma, Infectious Diseases, Key Opinion Leaders, ENT, Cross-functional Team..., Primary Care, KOL development, Pain Management, Pharmacy, Market Development, Product Launch, Sales Operations, Sales
Education
California State University-Stanislaus 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
South Carolina State University 2002 — 2006
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Wells Fargo Financial March 2003 - Present
Education
California State University-Los Angeles 1998 — 2002
BS, BUSINESS ADMINISTRATION
Bank of the west January 2015 - Present
Bank of the West September 2012 - January 2015
Wells Fargo Bank May 2001 - October 2012
Sigma Theta Psi 2001 - 2012
Wells Fargo Financial 2001 - 2003
Boeing March 1999 - June 2000
HBO September 1998 - September 1999
Skills
Banking, Credit, Loans, Retail Banking, Commercial Banking, Finance, Lines Of Credit, Consumer Lending, Wealth Management, Mortgage Lending, Small Business Lending, Commercial Lending, Cross Selling, Loan Origination, Bilingual, Financial Education, Refinance, Cash Management, Uniform Combined State..., Branch Management, Mortgage Banking, Residential Mortgages, FHA, Private Banking, Branch Banking, Bilingual-Spanish, Financial Literacy
Education
University of the Pacific 2007 — 2012
Masters in Business Management
California State University-Long Beach 1998 — 2001
Bachelor of Science (B.S.), Business Administration, Management and Operations
Series 7, Series 66
Wells Fargo Bank September 2010 - Present
Wells Fargo Financial November 2008 - September 2010
Skills
Mortgage Lending, Lines Of Credit, Credit, Banking, Consumer Lending
Education
California State University-Bakersfield 2003 — 2008
Bachelor of Science (BS), Criminal Justice, 3.5 GPA
U.S. Bank March 2015 - Present
Wells Fargo 2004 - March 2015
Wells Fargo Financial 2004 - 2010
Skills
Small Business Lending, Mortgage Lending, Loans, Commercial Lending, Banking, Loan Origination, Credit Analysis, Credit, Commercial Banking, Consumer Lending, Real Estate, Mortgage Banking, Underwriting, Investment Properties, Refinance, Commercial Mortgages, Commercial Real Estate, Sales, Financial Analysis, Relationship Management
Education
California State University-Fresno 2001 — 2004
Bachelor of Science, Finance
Wells Fargo Advisors Personal BankerWells Fargo BankJune 2010 - Present
Wells Fargo Financial May 2009 - May 2010
Education
Cal Poly San Luis Obispo 2004 — 2008
Finance
Clovis Unified School District September 2006 - Present
Wells Fargo Financial June 1995 - January 2002
Education
California State University-Fresno
BS, MA, Business Admin-HRM, Master's in Educational Leadership
Well Fargo Home Mortgage May 2011 - Present
Wachovia/Wells Fargo May 2007 - May 2011
Wells Fargo Financial October 2005 - May 2007
Education
California State University-Hayward
Bachelor of Science, Finance
Wells Fargo Practice Finance July 2015 - Present
Blackhawk Museum September 2014 - July 2015
The Music Link May 2011 - September 2014
White Brothers Mill April 2007 - November 2010
Wells Fargo Financial November 2006 - April 2007
SalesMasters Solutions Inc. June 2006 - November 2006
Skills
Sales, Marketing, CRM, Sales Process, Music, Leadership, Marketing Strategy, Data Entry, Advertising, Marketing Research, SQL, Marketing Analytics, Guitarist, Microsoft Office, Photoshop, Database Management, Financial Analysis, Web Design, Audio Engineering, Project Management, Tableau, SEO, Dreamweaver, Negotiation, Strategic Planning, Data Research, Digital Marketing, Marketing Intelligence, Security Event..., Building Relationships, Lead Generation
Education
UC Berkeley Extension 2014 — 2014
Professional Sequence in Marketing Metrics and ROI, Marketing Analytics, 3.3 GPA
California State University-East Bay 2003 — 2006
Bachelor of Science, Business Administration options in Marketing and Advertising
Santa Barbara City College 2000 — 2003
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
JPMorgan Chase & Co. July 2015 - Present
Wells Fargo Financial December 2011 - July 2015
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, FHA, Loans, Refinance, Credit, Residential Mortgages, Banking, VA loans, Consumer Lending, Credit Analysis, Investments, Real Estate, Management, Microsoft Excel, REO, FHA financing, USDA, Underwriting
Education
California State Polytechnic University-Pomona
Bachelor of Applied Science (B.A.Sc.), Computer Information Systems
Wells Fargo Financial June 2007 - Present
Education
Cal State Hayward 2006 — 2010
Bachelor's degree, Mass Communication/Media Studies
Ohlone College 2004 — 2007
Associate of Arts (AA), Social Sciences
Alterra Home Loans May 2014 - Present
Wells Fargo Financial 2002 - 2010
California State University, Long Beach June 1998 - July 2002
Skills
Microsoft Office, Software Documentation, Customer Service, Loans, Microsoft Word, Research, Data Entry, Microsoft Excel, Outlook, Teamwork
Education
California State University-Long Beach 1997 — 2002
Bachelor of Business Administration (BBA), Marketing
University of California, Agriculture and Natural Resources May 2011 - Present
Wells Fargo Financial April 2006 - July 2010
Education
University of Phoenix-San Diego Campus 2006 — 2007
Master of Business Administration (MBA)
California State University-Chico
Bachelor of Science (BS), Dietetics and Food Administration