Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Salaries. You can even request information on how much does Wells Fargo pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo directly from the past employees.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Beanstock September 2014 - January 2015
Early Growth Financial Services September 2013 - September 2014
Wells Fargo December 2011 - July 2013
Capstone Advisory Group May 2010 - August 2010
Skills
Cash Flow Management, Payments, Financial Analysis, Finance, Financial Modeling, Valuation, Forecasting, Investments, Accounting, Microsoft Excel, Risk Management, Team Leadership, Business Strategy, Start-ups
Education
Loyola Marymount University 2006 — 2010
Bachelor of Business Administration, Finance & Entrepreneurship
Loyola Marymount University 2006 — 2010
Bachelor of Science, Accounting
JPMorgan Chase January 2011 - Present
Wells Fargo January 2009 - December 2010
Wells Fargo Financial 2004 - 2008
Skills
Retail Banking, Mortgage Lending, Mortgage Banking, Operations Control, Loans, Consumer Lending, Loan Origination, Sales, Credit, Cross Selling, Banking, Refinance, FHA, Residential Mortgages, Finance, Branch Management, Internal Controls, Team Building, Deposits, Home Equity Loans, Branch Banking, Real Estate, Mortgage Servicing, Credit Analysis, Lines Of Credit, Underwriting, Financial Services
Education
Loyola Marymount University 2002 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Weight Watchers July 2007 - Present
Wells Fargo January 1993 - February 2004
Skills
Fitness Training, Sports Nutrition, Health Education, Wellbeing, Supplements, Holistic Health, Clinical Nutrition, Strength Training, Personal Development, Dietetics, Coaching, Yoga, Public Speaking, Customer Service, Training, Team Building, Nutrition, Event Planning
Education
Loyola Marymount University 2005 — 2007
Wells Fargo 2012 - 2013
JPMorgan Chase 2011 - 2012
American Campus Communities July 2010 - July 2011
Illinois Mathematics and Science Academy 2009 - 2010
Illinois Institute of Technology 2008 - 2009
Skills
Credit, Loans, Mortgage Lending, Banking, Series 7, Investments, Retirement Planning, Portfolio Management, Wealth Management, Credit Analysis, Mutual Funds, Series 63
Education
Loyola University Chicago 2007 — 2009
Master of Education (M.Ed.), Higher Education/Higher Education Administration
Texas State University-San Marcos 1998 — 2002
Bachelor of Arts (B.A.), History
Bank of America September 2014 - Present
Wells Fargo March 2012 - October 2013
Wells Fargo January 2010 - February 2012
Wells Fargo February 2008 - December 2009
T-Mobile March 2005 - January 2008
Skills
Business Development, Credit, Loans, Banking, Commercial Banking, Mortgage Lending, Small Business Lending, Financial Analysis, Commercial Lending, Finance, Loan Origination, Retail Banking, Consumer Lending, Relationship Management, Financial Services
Education
Loyola Marymount University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
P&G Prestige September 2014 - Present
Wells Fargo December 2012 - June 2013
White House Black Market July 2007 - July 2008
BNC Mortgage March 2002 - July 2004
Chicagoland Mortgage Services August 2000 - March 2002
Alliant Foodservice August 1999 - August 2000
Loyola University Health System March 1993 - August 1999
Skills
Credit, Real Estate, Mortgage Lending, Selling, Refinance, Loans, Mortgage Banking, Customer Service, Residential Homes, Sales, Retail, Loan Origination, Residential Mortgages, Banking, Office Management, Cold Calling, Customer Satisfaction, Management, VA loans, Account Management
Education
Loyola University of Chicago
Food and Nutrition
Minnesota House of Representatives January 2015 - July 2015
Republican Party of Minnesota August 2014 - November 2014
Wells Fargo January 2014 - August 2014
US Congress May 2013 - September 2013
Léinster House (Irish Parliament) June 2012 - August 2012
Nationwide Group November 2009 - 2012
Herzl Camp June 2008 - August 2011
Teahouse Restaurant October 2008 - June 2009
Skills
Government, Public Policy, Policy Analysis, Policy, Politics, Research, Political Science, Public Administration, International Relations, Political Campaigns, Local Government, Microsoft Office, Press Releases, Strategic Communications, Social Media
Education
Loyola University Chicago School of Law 2015 — 2018
Doctor of Law (J.D.)
University of Kansas 2011 — 2013
Bachelor of Arts (B.A.), Political Science, Senior
University of Minnesota-Twin Cities 2009 — 2011
Political Science and Government
Loyola University Chicago School of Law 2015 — 2018
Los Angeles Loyolan February 2014 - September 2014
Wells Fargo July 2014 - August 2014
Associated Students of Loyola Marymount University April 2013 - April 2014
Los Angeles Loyolan February 2013 - February 2014
The Learning Community September 2011 - May 2013
Los Angeles Loyolan December 2012 - January 2013
Kentucky Fried Chicken June 2010 - August 2011
Skills
Economics, PowerPoint, Microsoft Excel, Google Drive, Customer Service, Management, Project Planning, Quantitative Analytics, Microsoft Word
Education
Loyola Marymount University 2011 — 2015
Bachelor of Science (BS), Economics, Senior
King/Drew Medical Magnet HS 2007 — 2011
PGA TOUR March 2015 - Present
Major League Soccer (Chivas USA) November 2012 - December 2014
Major League Soccer (Chivas USA) March 2011 - November 2012
Major League Soccer (League Office) August 2010 - March 2011
Pepperdine University May 2007 - July 2010
Wells Fargo May 2006 - April 2007
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2010
Master of Business Administration (MBA)
Loyola Marymount University 2003 — 2006
Bachelor of Business Administration (B.B.A.), Business Law
Ten Talents Partners April 2014 - Present
ECCU April 2004 - December 2013
Biola University September 2008 - December 2010
Landmark Law Group LLP May 2000 - April 2004
O'Melveny & Myers August 1997 - August 1999
Wells Fargo November 1990 - November 1993
Skills
Leadership, Performance Management, Business Strategy, Operations Management, Mergers & Acquisitions, Strategy, Strategic Planning, Banking, Start-ups, Nonprofits, Leadership Development, Investments, Public Speaking, Commercial Lending, Cross-functional Team..., Non-profits, Budgets, Program Management, Risk Management, Business Development, Management Consulting, Project Management, Loans, Corporate Governance, Microsoft Excel, Process Improvement, Research
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
Loyola Law School, Loyola Marymount University 1994 — 1997
JD
University of California, Berkeley 1990 — 1994
BA
Professional Training Programs
Los Angeles Lakers September 2008 - Present
Capital Guardian Trust Company January 2006 - May 2008
Wells Fargo August 2004 - December 2006
Education
Loyola Law School, Loyola Marymount University 2004 — 2008
Doctor of Law (JD)
Pomona College 1999 — 2003
Bachelor's degree, English Language and Literature, General
City National Bank / Entertainment Division January 2014 - Present
City National Bank / Core Banking Division September 2011 - January 2014
City National Bank / Core Banking Division March 2008 - September 2011
Citi 2006 - 2008
Wells Fargo 1998 - 2006
Skills
Mortgage Lending, Credit Analysis, Customer Service, Sales Management, Banking, Financial Analysis, Finance, Risk Management, Investments, Sales, Loans, Management, Leadership, Credit, Business Development, Negotiation, Commercial Lending, Small Business Lending, Relationship Management
Education
USC Marshall School of Business 2013 — 2016
Master of Business Administration (MBA)
Loyola Marymount University, College of Business Administration 1998 — 2002
2002, Business Administration and Management, General
EY January 2014 - Present
DRIFIRE March 2012 - December 2013
KPMG US January 2013 - March 2013
Wells Fargo January 2010 - August 2011
Skills
Financial Accounting, SAP Business One, Supply Chain, Internal Controls, Auditing, Financial Reporting, Accounting
Education
Loyola University of Chicago 2011 — 2013
Master of Science (M.S.), Accounting
University of Minnesota-Twin Cities 2005 — 2009
Bachelor of Arts (B.A.), Sociology
Angeles Investment Advisors, LLC March 2015 - Present
Big 5 Sporting Goods December 2014 - March 2015
Creative Artists Agency September 2014 - December 2014
Big 5 Sporting Goods February 2014 - September 2014
Loyola Marymount University September 2013 - May 2014
Loyola Marymount University February 2011 - May 2014
Distribution Center at Loyola Marymount University August 2012 - February 2014
Wells Fargo June 2013 - August 2013
Office of the Provost at Loyola Marymount University September 2010 - July 2012
Student Housing Office at Loyola Marymount University October 2010 - June 2012
Skills
Microsoft Office, Computers, Public Speaking, Workshop Facilitation, People Skills, Customer Service, Budgets, Filing, Critical Thinking, Access, Data Entry, Social Networking, Facebook, Fundraising
Education
Loyola Marymount University 2010 — 2014
Bachelor of Arts (BA), Finance, General, Cum Laude
BIZPETROL January 2014 - Present
City National Bank 2012 - 2013
JPMorgan Chase & Co. 2010 - 2011
Wells Fargo 1992 - 2010
Skills
Credit, New Business Development, Commercial Lending, Investments, Portfolio Management, Credit Analysis, Mortgage Lending, Loans, Small Business Lending, Banking, Financial Analysis, Commercial Credit, Real Estate Financing, Project Management, Product Development, Relationship Management
Education
Loyola Marymount University
BS, Business Information Systems
University of California, Los Angeles
Professional Designation, Applications Programming
Eastdil Secured December 2014 - Present
Marcus & Millichap 2013 - 2015
NEOGOV November 2012 - May 2013
Loyola Marymount University April 2012 - May 2013
Loyola Marymount University August 2009 - 2013
NetApp June 2012 - August 2012
Wells Fargo June 2011 - August 2011
Skills
Finance, Microsoft Excel, Access, PowerPoint, Forecasting, Microsoft Word, Management, Investment Valuation, Financial Reporting, Financial Modeling, Accounting, Microsoft Office, Oracle Applications, Commercial Real Estate..., Investment Sales, Real Estate Transactions, Valuation, Commercial Real Estate, Commercial Real Estate...
Education
Loyola Marymount University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
State Compensation Insurance Fund January 2015 - Present
Safeway July 2014 - December 2014
Practice Fusion February 2014 - June 2014
Wells Fargo February 2013 - February 2014
MobiTV August 2012 - December 2012
Cisco Systems January 2012 - July 2012
American Express August 2011 - December 2011
Walgreens February 2011 - July 2011
Skills
AngularJS, jQuery, CSS, HTML 5, JavaScript, HTML, CSS3, Web Applications, XML, jQuery UI, jqGrid, Highcharts, require.js, Modularization in..., JSON, Web Development, HTML5, Semantic HTML, css blueprint, 960.gs, BootStrap from TWITTER, jQuery Mobile, Responsive Web Design, MVC Framework, Grunt.js, Less CSS, SaSS CSS, Jasmine, Karma, JS Unit Testing, Yeoman, Bower
Education
JNT University
Bachelor's degree, Engineering
Louisiana Tech University
Master's degree, Engineering
First Financial Bankshares, Inc. December 2010 - Present
Wells Fargo May 2002 - November 2010
Skills
Credit, Banking, Loans, Mortgage Lending, Finance, Loan Origination, Sales Management, Consumer Lending
Education
Loyola Marymount University 1998 — 2002
BA, Finance
Torrance Unified School District July 2012 - Present
Ventura Unified School District August 2010 - August 2012
Wellspring Healthcare 2009 - 2010
UCLA 2006 - 2009
Wells Fargo 2001 - 2004
Education
Loyola Marymount University
MA, Counseling
University of California, Irvine
BA, Cultural Anthropology
Financial Services Company August 2014 - Present
Fifth Third Bank September 2011 - February 2014
Wells Fargo April 1998 - August 2011
Prudential Securities 1997 - 1998
Paine Webber 1996 - 1997
Merrill Lynch 1986 - 1996
Skills
Banking, Commercial Lending, Treasury Management, Commercial Banking, Credit, Small Business Lending, Loans, Credit Analysis, Cash Management, Portfolio Management, Relationship Management
Education
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Finance
University of Arizona
Finance, General
Investor's Business Daily September 2013 - Present
Banfield Pet Hospital June 2008 - September 2013
Wells Fargo June 2007 - February 2008
Skills
Office Administration, Office Management, Front Office Support, Microsoft Office 2007, Recruitments, Administrative..., Telephone Skills, Customer Service, Call Centers, Administration, Administrative..., Appointment Scheduling, Invoicing, Outlook, Payroll, Process Scheduler, Recruiting, Spreadsheets, Time Management, Microsoft Office
Education
Louisiana Tech University 2003 — 2007
Bachelor of Science (BS), Marketing
The Gorman Group Advisory Firm 2007 - Present
California Community Foundation September 2009 - November 2011
Allstate Insurance September 2007 - June 2009
Wells Fargo 2005 - 2007
Skills
Small Business, Fundraising, Non-profits, Philanthropy, Strategic Planning, Venture Philanthropy, Start-up Ventures, Non-profit Consulting, Non-profit..., Growth Strategies, Business Growth..., Strategic Growth, Strategic Planning for..., Strategic Growth..., Strategic Financial..., Strategic Partnerships, Establishing Strategic..., Leveraging Strategic..., Cause Marketing, Youth Leadership, Youth Leadership..., Youth Mentoring, Youth Programs, Diversity Marketing, Diversity & Inclusion, Diversity & Inclusion..., Equality & Diversity, Grant Preparation, Grants, Non-profit Boards, Wealth Management..., Wealth Management, Multi-generational..., Estate Planning, Estate Tax Planning, Nonprofits, Strategy, Community Outreach, Public Speaking, Leadership, Program Management, Grant Writing, Volunteer Management, Program Development, Entrepreneurship, Public Relations, Marketing, Board Development, Coaching, Community Development
Education
Loyola Marymount University 2006 — 2009
Wells Fargo October 2011 - Present
Martin Magee Design November 2005 - October 2011
Syndicatebleu 2011 - 2011
Minted 2010 - 2010
Homestagers, Inc. May 2008 - May 2008
San Francisco Chronicle 2000 - 2007
The Creative Group 2005 - 2005
Skills
Photoshop, Illustrator, InDesign, QuarkXPress, Dreamweaver, Graphic Design, Creative Strategy, PowerPoint, Microsoft Word, Creative Services, Campaigns, Adobe Creative Suite, Art, Web Design, Photography, Email Marketing, Advertising, Graphics, Illustration, Logo Design, User Interface Design, Image Manipulation, Posters, Flash, Layout, Copywriting, Multimedia, Typography, Art Direction, Corporate Identity, Mac, Branding & Identity, Brochures, Corporate Branding, Interaction Design
Education
Loyola Marymount University 1981 — 1985
1985, Studio Art
Seven Generations Real Estate, LLC January 2013 - Present
Wells Fargo February 2012 - February 2014
AD-RX Pharmacy March 2010 - October 2011
Cenveo Anderson Lithograph August 2005 - February 2009
Skills
Word, Pages, Excel, Numbers, PowerPoint, Keynote, Outlook, Photoshop, Apple Aperture, iPhoto, InDesign, QuarkXPress, Illustrator, Mac OS X, Windows XP Professional, Computer Repair, Banking, Investment Banking, Personal Financial..., Marketing, Microsoft Excel, Microsoft Word, Customer Service, Management, Marketing Strategy, Microsoft Office, OS X
Education
Santa Monica College
Associate’s Degree, Business Administration
Santa Monica College
Associate’s Degree, Accounting
Palisades Charter High School 2001 — 2005
High School Diploma
Rancho Cucamonga High School 2001 — 2005
High School Diploma
Loyola Marymount University
Bachelor’s Degree, Accounting and Business/Management
Neo@Ogilvy May 2015 - Present
Smart Action Company LLC May 2014 - August 2014
Wells Fargo May 2013 - August 2013
Ballantines PR January 2013 - May 2013
Loyola Marymount University August 2012 - November 2012
Abercrombie & Fitch May 2012 - August 2012
Gap Inc./Banana Republic May 2011 - August 2011
SwimOutlet.com May 2009 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Java, HTML, English, Windows, Event Planning, Team Leadership, Social Networking
Education
Loyola Marymount University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
Saint Louis University Madrid 2013 — 2013
Semester Abroad, Marketing
Moreau Catholic High School 2007 — 2011
High School
Wells Fargo December 2009 - Present
Wells Fargo 2003 - 2009
TBG Financial 1996 - 1999
ML Stern 1995 - 1996
Skills
Finance, Essbase, Microsoft Word, Microsoft Excel, VBA, Private Pilot, CMBS, Commercial Real Estate, Financial Modeling, Banking, Loans, Financial Analysis, Analysis, Securities, Portfolio Management, Investments, Fixed Income, Mortgage Lending, Due Diligence, Credit, Equities, Insurance, Strategy, Capital Markets, Leadership
Education
Loyola Marymount University 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General
UCLA 1991 — 1995
Bachelor of Arts (B.A.), Political Science and Government
Excelsior Capital Partners, LLC March 2014 - Present
Dinan & Company January 2011 - March 2014
Self Employed April 2008 - January 2011
Wells Fargo February 2008 - January 2009
CreaMiser 2008 - 2009
JPMorgan Chase October 2006 - January 2008
CH Robinson Worldwide April 2005 - September 2006
Skills
Special Situations..., Business Development, Deal Origination, Investment Banking, Private Equity, Distressed Debt, Bridge Financing, Distressed M&A, Aquisition, Client Aquisition, •Licenses: Series 79 &..., Mergers, Valuation Modeling, Microsoft Excel, Financial Statement..., Microsoft PowerPoint, Microsoft Word, Microsoft Office, Valuation
Education
Loyola Marymount University 2000 — 2005
Bachelor of Arts in Business Administration, Business Administration
Loyola Marymount University 2000 — 2004
Bachelor of Arts in Psychology, Psychology, emphasis in Industrial Organization
Brophy College Preparatory 1996 — 2000
High School Diploma
SafeWalks July 2007 - Present
Neal Ryan Photography January 2006 - Present
Wells Fargo January 2006 - April 2007
Sunquest Properties Co. January 2005 - January 2006
Neal's Lawn Service January 1995 - January 2005
Skills
Small Business..., Product Marketing, Strategic Planning, CRM, Start-ups, Training, Business Development, Marketing, Marketing Strategy, Entrepreneurship, Lead Generation, Salesforce.com, Business Strategy, Public Relations, Contract Negotiation, Management, Team Building, Business Planning, Negotiation, Leadership, Customer Service, Sales, Budgets, New Business Development, Operations Management, Microsoft Office, Public Speaking
Education
Louisiana Tech University 2001 — 2005
Business Administration, Business Administration and Management, General
Louisiana Tech University 2001 — 2005
Business, Business, Management, Marketing, and Related Support Services
R.S. Hughes July 2013 - Present
ESPN Radio August 2012 - July 2013
Young and Associates, Inc January 2005 - August 2012
Wells Fargo May 2010 - August 2010
Islands Restaurants August 2008 - May 2010
Nick's Cafe July 2005 - December 2007
Skills
Mac, PC, Microsoft Excel, Marketing, Customer Service, Cold Calling, Interpersonal..., Teamwork, Dedication to..., HTML, Pragmatic, Problem Solving, PowerPoint, Sales, Outlook, Social Media, Inventory Management, Sales Order Processing, Account Management, Warm Calling, Lead Generation, Sales Prospecting
Education
Loyola Marymount University, College of Business Administration 2008 — 2012
Bachelor of Arts (B.A.), Marketing, Graduate
Loyola High School Los Angeles College Preparatory School 2001 — 2005
High School Diploma
Brownstein Hyatt Farber Schreck September 2013 - Present
Eighth Judicial District Court, Nevada, Business Court August 2011 - August 2013
Jones Vargas February 2011 - May 2011
The Supreme Court of Nevada September 2010 - November 2010
Goldsmith & Guymon, P.C. May 2010 - August 2010
U.S. Bankruptcy Court, District of Nevada May 2009 - August 2009
Wells Fargo March 2008 - August 2008
Wells Fargo July 2006 - February 2008
Wells Fargo June 2005 - July 2006
Skills
Civil Litigation, Legal Research, Legal Writing, Litigation, Westlaw
Education
University of Nevada-Las Vegas, William S. Boyd School of Law 2008 — 2011
Doctor of Law (J.D.)
Loyola Marymount University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, Minor in Accounting
3M July 2013 - Present
Access Partners at 3M July 2012 - June 2013
Great Lakes Window & Siding June 2008 - November 2012
Great Lakes Window & Siding September 2010 - July 2012
Wells Fargo April 2009 - September 2009
Cbeyond October 2008 - January 2009
Skills
Customer Service, Business Writing, Highly detail oriented, Independent Contractors, Event Planning, Social Media Marketing, Team Leadership, Microsoft Office, Social Media, Marketing Communications, Public Speaking, Coaching, Event Management, Project Management, Fundraising, Marketing Strategy, Program Management, Research, Non-profits, Cross-functional Team..., Sales, Account Management, Leadership, Trade Shows, Training, Public Relations, Sales Process, PowerPoint, Editing, CRM, Lead Generation, Creative Writing, Social Networking, Time Management, Market Research, Management, Marketing, Sales Operations, Sales Management, Direct Sales, New Business Development, Advertising, Nonprofits
Education
Loyola University of Chicago 2003 — 2008
Bachelor of Arts (BA), English Language and Literature/Letters
Retired May 2013 - Present
Wells Fargo Bank September 2012 - Present
Wells Fargo November 2008 - August 2012
merrill lynch April 2004 - February 2008
Merrill Lynch Capital 2004 - 2008
Perl Mortgage 2004 - 2004
Equity Residential Properties Trust 1995 - January 2001
Starlight Children's Foundation 1995 - 2001
Equity Residential 1995 - 2000
Rosenberg & Liebentritt 1992 - 1995
Skills
Real Estate, Due Diligence, Real Estate Transactions, Commercial Real Estate, Loans, REO, Acquisitions, Portfolio Management, Management, Investments, Foreclosures, Asset Management, Property Management, Risk Management, Mortgage Lending, Investment Properties, Credit, Valuation
Education
Loyola University Chicago School of Law
MJ, Real Estate & Business Law Concentration
University of Illinois at Urbana-Champaign 1977 — 1982
BA, Interior Architecture
Wells Fargo January 2013 - Present
Wells Fargo 2010 - 2013
Wells Fargo 2007 - 2010
Wells Fargo 2004 - 2007
Wells Fargo 2002 - 2004
WGL Holdings, Inc. 2000 - 2002
Bank of America 1994 - 2000
The Columbia Bank 1994 - 1994
Skills
Mortgage Lending, Credit, Consumer Lending, Financial Services, Sales Management, Leadership, Mortgage Banking, Financial Analysis, Portfolio Management, Underwriting, Home Equity, Cross Selling, Business Strategy, Strategy, Banking, Management, Finance, Relationship Management, Sales, Commercial Lending, Marketing, Cross-functional Team..., Risk Management, Loans, Mentoring, Small Business Lending
Education
Loyola College in Maryland
Master's Degree
Loyola College in Maryland
Master of Business Administration (M.B.A.)
University of Pittsburgh
Bachelor's Degree
Remax Leading Edge 2002 - Present
getintegrated, Inc. January 2001 - January 2003
Wells Fargo 1999 - 2001
Skills
Negotiation, Short Sales, Foreclosures, Staging, Home Staging, Rentals, Rental Properties, Real Estate Investment, Real Estate, Real Estate Transactions, Real Estate Financing, Real Estate Negotiation, Social Media, Social Networking, Golf, Weight Training, Marketing Communications, Internal Communications, Investment Properties
Education
Loyola University Maryland 2002 — 2005
Masters, MBA
Towson University 1999 — 2002
Masters, Human Resource Development
Towson University 1995 — 1999
Business, Business Mngt
Di Monte & Lizak, LLC April 2013 - Present
Stone, Pogrund, and Korey March 2011 - March 2013
DeCoster Enterprises June 2009 - December 2009
Wells Fargo July 2007 - May 2009
Wells Fargo Bank June 2006 - August 2006
Skills
Estate Planning, Loans, Tax, Real Estate
Education
Loyola University Chicago School of Law 2010 — 2013
J.D., Law
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
BS, Finance
Amazon July 2014 - Present
Barclays Investment Bank June 2013 - August 2013
Wells Fargo July 2009 - June 2012
Wachovia July 2008 - June 2009
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Finance, Equities, Asset Management, Analysis, Accounting, Management, Leadership, Cash Flow, Valuation, Research, Corporate Finance, Statistics, Options, Bloomberg, Investments, Due Diligence, Capital Markets, Credit Analysis, Data Analysis
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (M.B.A.)
Loyola Marymount University, College of Business Administration 2004 — 2008
Bachelor of Arts, Business Administration: International Business
Self-employed May 2011 - Present
Wells Fargo February 2012 - October 2013
Subway April 2009 - May 2011
Target November 2008 - December 2010
Skills
Retail, Restaurants, Finance, Management
Education
Loyola University Chicago 2012 — 2013
Registered Nursing/Registered Nurse
Wells Fargo December 2013 - Present
Best Buy October 2011 - October 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English
Education
University of Maryland University College 2013 — 2015
Louisiana Tech University 2005 — 2010
Chemical Engineering
Wells Fargo Personal BankerWells FargoMarch 2013 - Present
Skills
Banking, Credit, Loans, Customer Service, Financial Analysis, Finance, Mortgage Lending, Sales, Portfolio Management, Risk Management
Education
Loyola Law School, Los Angeles 2015 — 2018
University of California, Los Angeles 2010 — 2014
Bachelor's degree
Wells Fargo May 2013 - Present
Wells Fargo March 2013 - May 2013
The North Face June 2012 - March 2013
Washington State Univeristy August 2011 - May 2012
re:public Seattle, Ray's Boathouse, Elliot's Oyster House July 2006 - August 2011
Pacific Physical Therapy, Manhattan Beach, CA May 2005 - September 2005
Hi-Rel Laboratories, Inc. May 2001 - September 2001
Skills
Exercise Physiology, Laboratory, Direct Sales, Technical Presentations, Chemistry, Medical Devices, Physical Therapy, Microsoft Office, Sales, Customer Service, Analysis, Time Management, Healthcare, Leadership
Education
Washington State University 2011 — 2012
Exercise Physiology
University of Washington 2008 — 2009
Molecular Biology, B
North Seattle Community College 2006 — 2007
Organic Chemistry, A
Loyola Marymount University 2002 — 2006
Bachelor of Science (BS), Natural Sciences, 3.31
Vanderbilt University Medical Center June 2014 - Present
Vanderbilt University Medical Center September 2011 - June 2014
Ochsner Clinic Foundation January 2010 - September 2011
Wells Fargo January 2009 - December 2009
Merrill Lynch June 2008 - August 2008
DaVita June 2007 - August 2007
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Modeling, Microsoft Excel, Hyperion Enterprise, Accounts Receivable, Forecasting, Sarbanes-Oxley Act, Strategic Financial..., General Ledger, Account Reconciliation, Microsoft Office, Managerial Finance, Budgets, Accounts Payable, Cash Flow, Variance Analysis, Process Improvement, PowerPoint
Education
Louisiana Tech University 2005 — 2008
Bachelors, Finance
Freedom Partners June 2013 - Present
California Republican Party June 2012 - November 2012
Wallace For Congress December 2011 - April 2012
Republican National Committee September 2011 - December 2011
Loyola Marymount University September 2008 - August 2011
Wells Fargo June 2009 - December 2010
Skills
Grassroots Organizing, Management, Voter Contact, Website Development, Email Marketing, List Development, Problem Solving, Strategic Planning, PowerPoint, Public Policy, Microsoft Excel, Fundraising, Event Management, Social Media, Public Relations, Government, Politics, Sales, Press Releases, Event Planning, Policy, Research, Nonprofits, Volunteer Management, Customer Service, Strategy, Media Relations, Community Outreach, Public Speaking
Education
Loyola Marymount University 2008 — 2012
Bachelor of Arts (BA), Political Science
Citco Fund Services April 2014 - Present
URS Corporation January 2012 - March 2014
Hewlett-Packard January 2013 - August 2013
Hewlett-Packard 2013 - 2013
Wells Fargo May 2011 - December 2011
Independant Contractor May 2010 - May 2011
Cyber Tech Solutions, LLC May 2005 - August 2010
Wells Fargo October 2009 - May 2010
Wachovia October 2002 - May 2010
Wachovia/WellsFargo (FirstUnion) May 2000 - July 2009
Skills
Sun, Disaster Recovery, Servers, Virtualization, Active Directory, Enterprise Architecture, Data Center, VMware ESX, Windows Server, Unix, VMware, System Administration, Integration, Solaris, Vendor Management, SDLC, IT Management, Software Documentation, ITIL, Cisco Technologies, Troubleshooting, Security, vSphere, SAN, System Deployment, TCP/IP, Hardware, Red Hat Linux, Storage, IT Operations, Operating Systems, Technical Support, Storage Area Networks, Linux, Cloud Computing
Education
VMware Education 2013 — 2013
VMware Certified in Datacenter & Cloud Virtualization, Virtulization
Louisiana Tech University 1989 — 1994
Computer Engineering, Computers
Marion Abramson Senior High US-LA-New Orleans 1985 — 1989
Diploma, College Prepatory
Retired and enjoying time to pursue personal interests and family Research new career path in luxury yacht salesSales ManagerWintrust Financial CorporationJanuary 2012 - Present
Bank of America August 2007 - December 2011
Bank of America 2007 - 2010
Wells Fargo January 1997 - July 2007
CGI Inc. 1992 - 1997
Paramount International Inc. 1985 - 1992
AT&T 1980 - 1985
Skills
Account Management, New Business Development, Business Strategy, Deal Making, Deal Structuring, Project Planning, Matrix Management, Project Implementation, Direct Marketing, Email Marketing, Social Networking
Education
Quinlan School of Business, Loyola University Chicago 1982 — 1983
Marketing
Loyola University of Chicago
BS, Marketing
Edwards Lifesciences April 2015 - Present
Edwards Lifesciences November 2012 - April 2015
Moss Adams LLP June 2011 - November 2012
Loyola Marymount University August 2008 - May 2011
Loyola Marymount University 2007 - 2011
CBS Television March 2010 - August 2010
Wells Fargo August 2007 - August 2008
Skills
Outlook, Microsoft Office, Impromptu, Capital IQ, Microsoft Dynamics, Microsoft Visio, Visio, Account Reconciliation, Sarbanes-Oxley Act, Budgets, Internal Audit, Customer Service, Auditing, Internal Controls, Accounting, Finance
Education
Loyola Marymount University 2007 — 2011
BS, Accounting
Mark Keppel High School 2004 — 2007
Wells Fargo January 2014 - Present
Charles Schwab August 2006 - January 2014
Team One Advertising January 2002 - August 2006
Team One Advertising January 2002 - August 2006
Skills
Advertising, Broadcast, Budgeting, Social Media, Digital Marketing, Strategy, Budgets, Media Planning, Market Research, Media Buying, Social Media Marketing, Email Marketing, Facebook, Digital Media, Integrated Marketing, Public Relations, Marketing Research, Marketing Communications, Customer Service, Online Advertising, Marketing Strategy, Marketing, Digital Strategy, Direct Marketing, Program Management
Education
Loyola Marymount University 1997 — 2001
Business, Marketing
Loyola Marymount University 1997 — 2001
Bachelor, Business Administration; Marketing
St. Ignatius College Prep 1993 — 1997
Terzian Law Partners, APC July 2010 - Present
Southwestern Law School March 2012 - January 2015
Law Offices of James F. Miller June 2007 - May 2009
Wells Fargo August 2006 - August 2007
Skills
Probate, Estate Planning, Trusts, Living Trusts, Corporate Law, Trust Accounting, Trust Management, Elder Law, Guardianship, Accounting, Alternative Dispute..., Asset Allocation, Asset Protection, Business Formation, Courts, Estate Law, Estate Tax Planning, Hearings, Legal Assistance, Legal Issues, Legal Research, Legal Writing, Mediation, Property Law, Real Estate, Tax Law, Wealth, Wills
Education
Loyola Law School, Loyola Marymount University 2003 — 2006
Juris Docorate, Tax Law/Taxation
University of California, San Diego 1999 — 2004
Political Science, Political Science and Government
The Ridgewood Country Club 2007 - Present
Union Ink Company 1994 - 2007
Liz Claiborne 1991 - 1994
Wells Fargo 1988 - 1990
EY 1986 - 1988
Skills
Customer Relations, Strategic Planning, Microsoft Office, Customer Service, Accounting, QuickBooks, Human Resources, Payroll, Capital Budgeting, Forecasting, Budgets, SEC filings, Team Building, Auditing, Teamwork, Microsoft Word, Management, Microsoft Excel, Financial Reporting
Education
Loyola University Maryland 1982 — 1986
Bachelor, Accounting, Graduated cum laude
Wells Fargo February 2013 - Present
Education
Loyola University Chicago 1996 — 2000
Business, Finance, Management
Mercer August 2015 - Present
Mercer July 2014 - August 2015
USC Marshall School of Business August 2012 - May 2014
Booz Allen Hamilton October 2010 - July 2012
Booz Allen Hamilton April 2009 - November 2010
Booz Allen Hamilton May 2008 - April 2009
Wells Fargo May 2007 - April 2008
Skills
Risk Management, Management Consulting, Enterprise Risk..., Process Improvement, Program Management, Financial Modeling, Analysis, Business Process..., Strategy, Requirements Analysis, Change Management, MS Project, IT Strategy, Process Engineering, Cross-functional Team..., Forecasting, Business Development, Analytics, Business Transformation, Integration, Project Planning
Education
University of Southern California - Marshall School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Loyola Marymount University, College of Business Administration 2004 — 2008
Business Administration, Finance and Management
Wells Fargo March 2014 - Present
BMO Harris Bank June 2010 - Present
Allstate February 2007 - December 2011
J.P. Morgan November 2003 - January 2007
LEHRER ENTERPRISES 2003 - 2005
NCD INVESTMENT COMPANY 2001 - 2003
Skills
Coaching, Insurance, Series 6, Banking, Credit, Analysis, New Business Development, Team Building, Loans, Cross Selling, Marketing, Management, Small Business, Small Business Lending, Sales, Sales Management, Training, Risk Management, Treasury Management, Life Insurance, Public Speaking, Fixed Annuities, Marketing Strategy, Commercial Mortgages, Cash Management, Commercial Banking, Lines Of Credit, Strategic Planning, Budgets, Business Development, Finance, Investments, Credit Analysis, Customer Retention, Leadership, Strategic Financial..., Commercial Lending, Consumer Lending, Mortgage Lending, Business Strategy, Executive Management
Education
Loyola University of Chicago 2010 — 2012
E-MBA, Business, Management, Marketing, and Related Support Services
Dale Carnegie 2012 — 2012
Dale Carnegie Course - 13DGI
University of Illinois at Chicago 1997 — 2000
Bachelor of Science (BS), Computer Science & Business Sciences
Scottsdale Insurance Company July 2013 - Present
Apollo Group August 2011 - July 2013
Tempe Union High School District October 2008 - July 2012
Wells Fargo November 2008 - August 2011
Arizona Premier Basketball Academy June 2008 - October 2008
Education
Loyola Marymount University 2003 — 2008
Bachelor of Arts (BA), Sociology
Loyola Marymount University 2003 — 2008
Bachelor of Science (B.S.), Small Business Administration/Management
Wells Fargo February 2012 - Present
Royal Bank of Scotland May 2005 - December 2011
JPMorgan Chase February 1998 - May 2005
Skills
Strategy, FX Options, CRM, Banking, Portfolio Management, Cash Management, Trade Finance, Commercial Banking, Financial Risk, Risk Management, International Sales..., Supply Chain Finance, Global Banking, Marketing, Global Financial..., International DSO + DPO, Trade Cycle Finance, Client Centric..., Structured Finance, International Sales, Management, Leadership, Relationship Management, Retail Banking, Sales, Credit, Financial Services, Finance, Loans, Credit Risk, Financial Institutions, Investment Banking, Capital Markets, Trading, Emerging Markets, Corporate Finance, Financial Markets, Financial Structuring, Treasury Management, Derivatives, Investments, International Business, Credit Analysis, Mergers & Acquisitions, Project Finance, Fixed Income, Private Equity, Valuation, Private Banking, Funding
Education
MBA - Graduate School of Business - Chicago 1993 — 1994
MBA, International Finance & Management
Loyola University of Chicago 1988 — 1992
Bachelors of Business Administration, Economics & Marketing
Colegio Valsassina 1983 — 1988
Economics & Business Administration
Bank of America 2012 - Present
Wells Fargo March 2009 - January 2012
Wells Fargo Financial November 2004 - February 2009
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Risk, Financial Analysis, Loan Origination, Loans, Portfolio Management, Mortgage Lending, Retail Banking, Risk Management, Small Business Lending
Education
Loyola Marymount University 2002 — 2004
Bachelor of Business Administration (B.B.A.), International Business
Santa Monica College 1999 — 2002
Associate's degree in Business & Liberal Arts, Business Administration
Varitan, Inc. March 2010 - Present
Wells Fargo 2005 - 2010
Bank of America 2003 - 2005
Montgomery Securities 1997 - 2005
Corporate Lawyer 1991 - 1996
Skills
Document Drafting, Business Management, Financial Planning, Investments, Loan Structuring, Client Acquisition, Strategic Financial..., Asset Management, Customer Acquisition, Entrepreneurship, Executive Management, Finance, Financial Structuring, Management, Mergers, Portfolio Management, Series 7, Start-ups, Strategy, Venture Capital
Education
Loyola Law School, Loyola Marymount University 1988 — 1991
Doctor of Law (JD), Securities Law
University of California, Berkeley 1984 — 1988
Business Administration, Finance
Beverly Hills High School 1980 — 1984
Wells Fargo November 2012 - Present
Wells Fargo June 2011 - November 2012
Wells Fargo May 2010 - June 2011
Newsom for California August 2009 - November 2009
Bodega Del Sur June 2008 - November 2009
Skills
Investments, Banking, Relationship Management, Management, Finance, Customer Service, Financial Analysis, Strategic Financial..., Private Banking, Retirement Planning, Lines Of Credit, Mortgage Banking, Leadership, Loans, Credit, Commercial Lending, Sales, Retail Banking, Home Equity Lines of..., Portfolio Management, Commercial Banking, Financial Services, Investment Strategies, Series 7, Mortgage Lending, CRM, Wealth Management, Loan Origination, Small Business Lending, Consumer Lending, Investment Advisory, Treasury Management, Credit Analysis, Series 63, Cross Selling, Mutual Funds, Refinance, Securities, Asset Allocation, SBA, Financial Modeling, Equities, Financial Planning, Microsoft Office, Risk Management, Estate Planning, Tax Efficiency, ISO Planning (Incentive..., RSU Planning (Residual..., Trusts
Education
University of San Francisco 2004 — 2009
Bachelor of Arts (B.A.), Politics and Philosophy
Pázmány Péter Katolikus Egyetem 2006 — 2006
Politics
Loyola University Chicago 2002 — 2004
Philosophy and Politics
Bellarmine College Preparatory 1998 — 2002
Wells Fargo June 2014 - Present
IBM September 2012 - June 2014
Liberty Mutual February 2010 - September 2012
Liberty Mutual Group September 2007 - February 2010
Northeastern University April 2006 - September 2007
Fidelity Investments January 2004 - April 2006
Fidelity Investments October 2002 - January 2004
Fidelity Investments December 2000 - October 2002
Fidelity Investments August 1999 - December 2000
Skills
Strategic Communications, Public Relations, Corporate Communications, Social Media, Blogging, Creative Writing, Leadership, Talking Points, Project Management, Newsletters, Content Development, Internal Communications, Creative Direction, Online Content Creation, Community Marketing, Message Development, Writing, Copywriting, SEO copywriting, Marketing Communications, Content Strategy, Editorial, Corporate Social..., Web Content, Web Content Management, Editing, Thought Leadership, Digital Media, Content Marketing
Education
Loyola University Maryland 1995 — 1999
Communications, Advertising, Journalism, Graphic Design
Law Offices of Domingo & Domingo September 2015 - Present
Southwestern Law School January 2014 - April 2015
Southwestern Law School August 2014 - December 2014
Law Offices of Domingo & Domingo May 2014 - September 2014
Wells Fargo April 2011 - July 2012
Nordstrom June 2008 - April 2011
AP Consulting LA May 2010 - July 2010
Skills
Data Entry, Retail, Customer Service, Sales, Research, Legal Research Skills, PowerPoint, Microsoft Word, Document Drafting, Legal Writing, Legal Documents, Editing, Legal Research, Telephone Skills, Legal Assistance, Public Speaking
Education
Southwestern University School of Law 2012 — 2015
Doctor of Law (J.D.), Entertainment Law
Loyola Marymount University 2006 — 2010
Bachelor of Arts (B.A.), History
Santa Monica College 2006 — 2007
F.N.B. Corporation December 2013 - Present
Maryland Institute College of Art September 2013 - Present
The Columbia Bank 2010 - December 2013
Wells Fargo 2007 - 2010
M&T Bank 2002 - 2007
Skills
Small Business Lending, Commercial Banking, Credit Analysis, Banking, Loans, Commercial Lending, Commercial Mortgages, Lines Of Credit, Treasury Management, Risk Management, Financial Structuring, Real Estate, Portfolio Management, Finance, Mortgage Lending, Refinance, Financial Analysis, Credit, Mergers & Acquisitions, Leadership, Cross Selling, Loan Origination, Credit Risk, Consumer Lending, Retail Banking, Asset Based Lending, Cash Management, Underwriting, Wealth Management
Education
Loyola College in Maryland 2005 — 2008
MBA, International Finance and Management
Towson University 1998 — 2002
Dual degree in Business Administration and Psychology, Graduated Summa Cum Laude
Wells Fargo July 1974 - Present
Wells Fargo Bank July 1974 - Present
Skills
Business Analysis, Vendor Management, Credit, Risk Management, Program Management, Process Improvement, Retail Banking, Banking, Leadership, Relationship Management, Business Process..., Financial Services, Management
Education
University of Phoenix 1997 — 2000
Master of Business Administration (M.B.A.), Information Technology Project Management
Loyola University of Chicago
Bachelor of Arts (BA), Finance and Financial Management Services
Washington State Department of Transportation March 2014 - Present
HomeStreet Bank June 2012 - September 2013
Wells Fargo Home Mortgage August 2011 - June 2012
Wells Fargo March 2008 - August 2011
Wells Fargo August 2003 - March 2008
Wells Fargo September 2002 - August 2003
Wells Fargo August 2001 - September 2002
Wells Fargo April 1998 - July 2001
Skills
Loan Origination, Real Estate, Customer Service, Lines Of Credit, Mortgage Underwriting, Loan Servicing, Credit Analysis, VA loans, FHA financing, FNMA, Mortgage Lending, Processing, Financial Services, Compliance, USDA Rural Housing, Freddie Mac, Fannie Mae, Mortgage Processing, Real Estate Financing, Office Administration, Operations Management, Sales Process, Sales Management, Real Estate Collections, Collections, Public Disclosure..., Corporate Communications, Internal Communications, Crisis Communications, Communications Planning, Transportation Law, Transportation, Transportation Safety, Department of..., FEMA Elevation..., Public Information..., Legal Documents, Community Outreach, Community Engagement, DOT Compliance, Workplace Safety, Social Media, Public Speaking, Public Administration, Banking, Credit, Credit Cards, FHA Financing, Funding, Loans
Education
Lower Columbia College 1994 — 1996
Associate's degree, Early Childhood Education and Teaching
Lower Columbia College 1994 — 1995
Early Childhood Education and Teaching
SolarCity September 2015 - Present
SolarCity June 2015 - August 2015
SolarCity January 2015 - May 2015
Nationwide Power Solutions, Inc. October 2013 - December 2014
OU81 Nutritional Bars January 2012 - October 2013
Paragon Healthcare March 2012 - December 2012
Wealth Strategies Group October 2008 - November 2012
Las Vegas Convention and Visitors Authority January 2008 - July 2008
Wells Fargo September 2006 - January 2008
Wells Fargo November 2000 - September 2006
Skills
Business Strategy, Healthcare, Finance, Banking, Marketing, Cash Flow, Business Planning, Financial Reporting, Investments, Lead Generation, Cold Calling, Cold Emailing, Sales, Business Relationship..., Business Relationship..., Management, Public Speaking, Business Development, Strategy
Education
Loyola Marymount University, College of Business Administration 1996 — 1998
Bachelors, Finance, 3.37 GPA
University of Nevada Las Vegas Lee Business School 1994 — 1996
Associate's degree, Finance
Coldwell Banker Real Estate April 2015 - Present
Tarbell Realtors January 1993 - January 1995
Home Saving and Loan January 1989 - January 1993
Wells Fargo January 1985 - January 1989
Skills
Loans, Refinance, Customer Service
Education
Loyola Marymount University
Bachelor of Business Administration (B.B.A.), Finance, General
Exodus Recovery Inc August 2014 - Present
David Weise and Associates July 2013 - July 2014
SingerLewak LLP March 2012 - June 2013
Wells Fargo September 2011 - March 2012
MaxFlowertv.com July 2011 - September 2011
Skills
Management, Accounts Receivable, Analysis, Financial Reporting, PowerPoint, Outlook, Social Media, Research, Wealth Management, Financial Analysis, Banking, Budgets, Portfolio Management, Leadership, Finance, Customer Service, Public Speaking, Facebook, Event Planning, Accounts Payable, Microsoft Office, General Ledger, Account Reconciliation, Financial Statements, Access, Financial Modeling, Strategic Financial..., Bookkeeping, Journal Entries, Teamwork, Time Management, Mergers, Corporate Finance, Investments
Education
Loyola Marymount University 2007 — 2011
Bachelor of Business Administration, Finance
Loyola Marymount University, College of Business Administration 2007 — 2011
B.B.A Finance, Finance and Accounting
USE Credit Union June 2015 - Present
SDI Staffing August 2013 - May 2015
North Island Credit Union April 2003 - July 2013
Union Bank 2001 - 2003
Wells Fargo 1997 - 2001
Skills
Loans, Credit, Banking, Retail Banking, Retirement Planning, Financial Analysis, Retirement, Asset Management, Consumer Lending, Sourcing, Recruiting, Staffing Services, Permanent Staffing, Credit Unions, Mortgage Banking, Insurance, Financial Services, Management, Credit Analysis, Sales, Customer Service, Leadership, Loan Origination
Education
Loyola Marymount University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
National University
Master of Education (M.Ed.), Cross Cultural Education
Wells Fargo April 2014 - Present
Scrum Alliance 2011 - Present
The Phoenix Symphony 2008 - Present
GoDaddy.com 2013 - 2013
Limelight Networks 2009 - 2013
American Express 1997 - 2009
IBM Global Services 2002 - 2006
Arthur Consulting Group, LLC 1993 - 1996
Music Maker Publications 1988 - 1993
Skills
Certified Scrum Master..., Software Project..., MS Project, JIRA, Confluence, Rally, Excel, Word, Access, MS Office Suite, Open Workbench, Process Mapping, Process Optimization, Process Modeling, Business Process..., Editing, Editorial, Writing, Feature Writing, Resume Writing, Technical Writing, Agile Project Management, Agile, Scrum, Marketing Communications, Resource Allocation, Resource Utilization, Project Finance, Requirements Analysis, Requirements Gathering, Freelance Writing, Composition, Singing, Keyboardist, Piano, Keyboards, MIDI sequencing, Editing Software, Editorial Direction, Six Sigma, TQM, Kaizen, Lean Sigma, Waterfall, Software Development..., Cross-functional Team..., Situational Leadership, Thought Leadership, User Stories, Publication Production
Education
Loyola Marymount University 1984 — 1991
Bachelor of Arts, English
Brophy College Preparatory 1980 — 1984
High School Diploma
Bank of the West February 2015 - Present
Wells Fargo October 2010 - February 2015
Wells Fargo Advisors March 2009 - February 2015
Wells Fargo Bank October 2009 - October 2010
Wells Fargo May 2008 - October 2009
Capitol Pacific Finance August 2003 - May 2008
Skills
Bank Relationship..., Client Development, Partnering, Series 7, Series 66, CA Insurance Lic., NMLSR, Banking, Mortgage Lending, Loans, Private Banking, Estate Planning, Financial Services, Wealth Management, Commercial Lending, Investments, Loan Origination, Life Insurance, Investment Management, Retirement Planning, Small Business Lending, Credit, Mortgage Banking, Refinance, Management, Finance, Leadership, Financial Analysis
Education
Loyola Marymount University 1994 — 1996
Bachelor of Arts, Communication and Fine Arts
UCLA and University of Oklahoma 1989 — 1993
San Marino High School 1985 — 1989
Ray of Hope Negotiations / Credit OnTrack Solutions March 2009 - Present
The Harvard State Bank June 2008 - March 2009
US BANK February 2007 - June 2008
Countrywide Mortgage Services March 2005 - February 2006
HSBC April 2004 - February 2005
Wells Fargo November 1995 - April 2004
CCC Information Services 1986 - 1994
Skills
Commercial Real Estate, Referrals, Sales, Marketing, Mortgage Lending, Sellers, Credit, Refinance, Mortgage Banking, Loan Modifications, Foreclosures, Short Sales, Consumer Lending, Customer Service, Entrepreneurship, Banking, FHA, Finance, Loans, Coaching, Residential Mortgages, Management, Loan Origination, Team Building, Business Development, Insurance, Loss Mitigation, Sales Management, Negotiation, Financial Analysis, Strategic Planning, Public Speaking, Underwriting, Leadership, New Business Development, Credit Analysis, Small Business
Education
Loyola University Chicago 1980 — 1984
BS in Natural Science, Psychology Major, Honors
Conant High 1976 — 1980
Diploma for General Studies
Wells Fargo November 2004 - Present
Skills
Management, Corporate Communications, Public Relations, Marketing Communications, Social Media
Education
Loyola Marymount University 1995 — 1999
Bachelor of Arts (B.A.), Communication and Media Studies, Dean's List
Mercy High School, San Francisco 1991 — 1995
High School, Honor Roll
Northeastern University 2014 - 2015
Northeastern University 2014 - 2015
Northeastern University 2014 - 2015
East Cambridge Savings Bank April 2011 - January 2013
Dynamic Capital Mortgage December 2004 - April 2009
Wells Fargo December 2002 - November 2004
Skills
Residential Mortgage..., Loans, Mortgage Lending, FHA, Mortgage Banking, Refinance, Real Estate, USDA, Residential Mortgages, VA loans, Loan Origination, Government Loans, Credit, FHA financing
Education
Loyola University of Chicago
Townsquare Interactive May 2015 - Present
Aramark Uniform Services February 2010 - April 2015
Wells Fargo December 2007 - February 2010
Unishippers May 2006 - December 2007
Clear Channel Radio February 2005 - May 2006
Skills
Outside Sales, New Business Development, Cold Calling, Sales Prospecting, Sales Presentations, Uniform Programs, Closing Business, Contractual Agreements, Business Networking, Sales Process, Branding & Identity, Advertising Sales, Marketing
Education
Louisiana Tech University 1999 — 2004
Bachelor's degree, Psychology
Chemical Interchange Company June 2014 - Present
LMS Logistics November 2012 - June 2014
Wells Fargo June 2010 - September 2011
LMS Logistics June 2009 - September 2010
Echo Global Logistics June 2006 - May 2009
RICKEY GOLD & ASSOCIATES: MARKETING COMMUNICATIONS March 2006 - June 2006
GOLD COAST GUEST HOUSE BED AND BREAKFAST February 2006 - May 2006
YOUNG MEN’S CHRISTIAN ASSOCIATION (YMCA) August 1997 - August 2005
Skills
Public Relations, Marketing Communications, Marketing, Supply Chain Management, Logistics, Supply Chain, Media Relations, Account Management, Customer Service, Event Planning, Strategic Planning, Social Media, Team Building, Operations Management, Project Management, PowerPoint, Training, Management, Transportation
Education
Loyola University Chicago 2002 — 2006
B.A., Communications
DC Public Charter School Board March 2013 - Present
Global Partnership on Output Based Aid, The World Bank October 2013 - August 2014
Inner City Education Foundation - Thurgood Marshall Middle School August 2007 - June 2012
Teach for America June 2007 - June 2009
Wells Fargo November 2006 - May 2007
Verizon Wireless October 2004 - February 2006
Skills
Curriculum Design, Curriculum Development, Research, Teaching, Educational Leadership, Tutoring, Elementary Education, Community Outreach, Public Speaking, Instructional Design, Staff Development, Teacher Training, Training, Educational Technology, Leadership, Program Management, Grants
Education
Loyola Marymount University 2007 — 2009
Master of Arts (M.A.), Education
University of California, Santa Barbara 2002 — 2007
Bachelor of Arts (B.A.), Sociology and Black Studies
Chuy's Restaurants January 2015 - Present
Wells Fargo August 2013 - December 2014
Longhorn Health Solutions November 2012 - August 2013
Clear Channel Communications August 2011 - March 2012
Starbucks Coffee April 2007 - February 2012
Clear Channel Communications October 2007 - August 2011
Clear Channel Communications March 2007 - October 2007
Clear Channel Communications March 2007 - October 2007
Second Harvest Food Bank of Greater New Orleans and Acadiana August 2005 - December 2006
Entercom New Orleans May 1997 - August 2005
Skills
Editing, Graphic Design, Radio, Broadcast, Web Editing, Web Design, Web Development, Marketing, Dreamweaver
Education
University of New Orleans 1992 — 1995
Communications, Communications, Graphic Design
Loyola University New Orleans 1991 — 1992
Communication and Media Studies
Louisiana Tech University 1989 — 1991
Photography
United States Postal Service April 2015 - Present
Crate and Barrel September 1999 - April 2015
Eddie Bauer October 2007 - March 2010
Wells Fargo October 2006 - March 2007
The Land of Nod February 2006 - May 2006
Centennial Peaks Hospital May 2003 - June 2005
Skills
Customer Service, Sales, Managing Accounts, Increased Profitability, Customer Retention, Visual Merchandising,..., Resolving Issues, Credit Card Transaction..., Psychiatric Care, Mental Health Treatment, POS & PIB retail..., Customer Acquisition, Inventory Control, Team Building, Team-oriented, Retail, Merchandising, Visual Merchandising
Education
Loyola University Chicago 1985 — 1993
Bachelor of Fine Arts (BFA), Drawing and Psychology; Art Therapy Foundation classes
Loyola University Chicago
Wells Fargo Bank 2000 - Present
Wells Fargo 2000 - 2009
Wells Fargo Bank 1996 - 2000
First Interstate Bank 1994 - 1996
First Interstate Bank 1985 - 1994
Education
Loyola Marymount University 1979 — 1984
Western High school 1976 — 1979
Ameriprise Financial January 2007 - Present
RBC Dain Rauscher July 2003 - December 2006
Wells Fargo 2000 - 2003
Artesyn Technologies 1996 - 2000
Fredrikson & Byron 1994 - 1996
Rubloff 1990 - 1994
Skills
Onboarding, Succession Planning, Workforce Planning, Applicant Tracking..., Deferred Compensation, Employee Benefits, Employee Engagement, Talent Acquisition, HRIS, Talent Management, Employee Relations, Benefits Administration, Recruiting, Human Resources, Executive Search, Personnel Management, Performance Management
Education
Loyola University of Chicago 1992 — 1996
Masters
University of Wisconsin-Madison 1981 — 1985
BA
Cisco via Infosys September 2014 - Present
DSI ® September 2013 - January 2014
Aerojet via Mumba Technologies April 2013 - September 2013
Flint Hills Resources (Part of Koch Industries, Inc.) via Oxford International September 2012 - April 2013
Ansell via Enterprise Iron June 2012 - September 2012
Rolta/John Hopkins Applied Physics Lab via Active Soft Inc. April 2012 - June 2012
Cummins via CPG Solutions, LLC October 2011 - March 2012
Avista via BenchForce March 2011 - September 2011
Burns & McDonnell via Solution Beacon August 2010 - January 2011
Wells Fargo February 2010 - August 2010
Skills
Oracle Applications, Oracle E-Business Suite, Oracle Discoverer, PL/SQL, Oracle, Data Conversion, Interfaces
Education
Louisiana Tech University 1978 — 1981
BSEE
Wells Fargo October 2007 - Present
Wells Fargo Bank 2007 - 2012
Skills
Investments, Series 6, Series 7, Series 63, Wealth Management, Banking
Education
Loyola Marymount University, College of Business Administration 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance and Management
Grand Canyon Association January 2015 - Present
Valley Leadership August 2014 - Present
Wells Fargo July 2013 - Present
Greater Phoenix Chamber of Commerce January 2006 - June 2013
American Heart Association October 1999 - January 2006
Arizona Biltmore Resort & Spa June 1998 - October 1999
Grey Entertainment June 1996 - May 1998
Skills
Community Outreach, Fundraising, Non-profits, Event Planning, Public Relations, Public Speaking, Marketing, Media Relations, Event Management, Program Development, Grant Writing, Strategic Planning, Strategic Communications, Marketing Communications, Volunteer Management, Marketing Strategy, Project Management, Leadership, Nonprofits, Press Releases, Corporate Communications, Team Building, Community Development, Training, Public Policy, Leadership Development, Social Networking, Facebook, Small Business, Policy
Education
Loyola Marymount University 1992 — 1996
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Xavier College Preparatory 1988 — 1992
High school
Florida Power & Light January 2015 - Present
Citi September 2014 - January 2015
Baltimore Gas & Electric January 2011 - September 2014
Wells Fargo February 2007 - January 2011
Skills
Analysis, Finance, Auditing, Process Improvement, Risk Management, Forecasting, Financial Modeling, Business Process..., Financial Accounting, Mergers & Acquisitions, Structured Finance, Internal Controls, Program Management, Internal Audit, Data Analysis, Budgets, Derivatives, Accounting, Hyperion, UI Planner, Financial Reporting, Financial Analysis, GAAP, Capital Markets, Cash Flow, Scenario Analysis, Financial Forecasting, Utility Ratemaking, Cost of Capital Analysis, Securitization
Education
Loyola University Maryland
MBA, Finance
University of Maryland College Park
BS, Finance and Accounting
Wells Fargo 2001 - Present
Insideout Technologies June 2001 - August 2001
Skills
Vendor Management, Technology Management, Project Management, Integration, Risk Management, Enterprise Architecture, Management, IT Strategy, SDLC, Disaster Recovery, IT Management, Project Portfolio..., Business Analysis, Software Project...
Education
Loyola College in Maryland 1997 — 2001
Bachelor of Business Administration (BBA), Management Information Systems, General
Wells Fargo 2014 - Present
Enterprise Community Investment, Inc. April 2011 - 2013
Citigroup 2006 - 2011
Aerotek 2003 - 2006
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Loans, Credit Risk, Business Analysis, Process Improvement, Financial Services, Income Statement, Cash Flow Forecasting, Business Strategy, Strategic Planning, Microsoft Excel, PeopleSoft, Visual Basic, SQL, Access, QlikView Development, Business Intelligence, Salesforce.com, P&L
Education
Loyola University Maryland
Master of Science, Finance
Mount Saint Mary's College
Bachelor of Arts (BA), Sociology
IBM Systems October 2007 - Present
IBM March 2003 - September 2007
IBM Global Services January 1999 - March 2003
IBM Global Services April 1996 - January 1999
Wells Fargo September 1995 - April 1996
Discover Financial Services August 1994 - September 1995
Experian Direct Tech August 1993 - August 1994
Sears 1986 - 1992
Skills
Mainframe, z/OS, IBM Mainframe, MVS, DB2, CICS, TSO, Data Warehousing, JCL, Databases, Disaster Recovery, Systems Management, IT Strategy, IT Outsourcing, Data Center, BAL, Virtualization, Technical Services, Sales, AIX, IT Service Management, Enterprise Architecture, Solution Architecture, Websphere, Unix, SOA, High Availability, Cloud Computing
Education
The University of Chicago 1976 — 1980
BA, Social Sciences
Loyola University Chicago 1982 — 1985
MBA, Finance
LDS Business College January 2015 - Present
The Church of Jesus Christ of Latter-day Saints February 2014 - Present
Micron Technology November 2008 - November 2013
RealNetworks October 2007 - November 2008
Micron Technology November 2005 - September 2007
Capital One November 1999 - August 2005
Wells Fargo October 1997 - October 1999
Education
San Diego State University-California State University
MBA, Management
Loyola Marymount University
BA, Business
Self Employed October 2012 - Present
Diablo Theatre Company June 2012 - December 2012
Actors Ensemble of Berkeley July 2012 - August 2012
Wells Fargo March 2010 - June 2012
42nd Street Moon November 2011 - April 2012
Mountain Play Association 2007 - 2012
StageWrite 2007 - 2012
Levi Strauss & Co. October 2008 - March 2009
Heller Ehrman September 1996 - October 2008
Heller Ehrman White & McAuliffe 1997 - 2008
Skills
Document Management, Project Management, SharePoint, Software Documentation, Microsoft Office, Blackberry, XP, Databases, Musical Theatre, Technical Support, Acting, Singing, Software Installation
Education
Loyola University of Chicago 1987 — 1991
Bachelor's degree, Philosophy
Wells Fargo 2004 - Present
Diversified Real Estate Services 2003 - 2004
Milken Family Foundation 1997 - 2001
Skills
Valuation, Real Estate, Real Estate Economics, Investment Properties, Investments, Due Diligence, Financial Analysis, Real Estate Financing, Leases, Commercial Real Estate, Portfolio Management, Asset Management, Disposition
Education
Loyola Marymount University, College of Business Administration 1997 — 1999
MBA
Tulane University 1985 — 1992
BA, Economics
Paradigm Talent Agency June 2008 - Present
Sheldon Prosnit Agency February 2008 - June 2008
Three Ring Projects May 2007 - July 2007
The Firm October 2006 - May 2007
Wells Fargo June 2004 - June 2006
Interscope Records May 2005 - August 2005
Education
Loyola Marymount University 2003 — 2007
Marsh & McLennan Companies, Inc. October 2012 - Present
NASDAQ OMX April 2008 - May 2012
Carpenter Moore/NASDAQOMX Risk Management Group December 2007 - April 2009
Aon Risk Services of Illinois, Aon Corporation April 2005 - September 2007
Wells Fargo 2004 - 2005
Skills
Financial Risk, Banking, Risk Management, Series 24, Series 7
Education
Loyola University Chicago 1991 — 1993
Doctor of Philosophy (Ph.D.), Organizational Leadership, Completed all course work - ABD
Northeastern Illinois University 1981 — 1983
Masters, Educational Leadership and Administration
Northern Illinois University 1973 — 1977
Bachelor of Arts, Speech Communication, Political Science
Wells Fargo
Skills
Banking, Mortgage Lending, Loans, Credit, Process Improvement, Portfolio Management, Vendor Management, Business Analysis, Financial Services, Financial Analysis, Program Management
Education
University of San Diego 1991 — 1993
MBA, Business Administration
Loyola Marymount University 1987 — 1991
BA, Sociology; Minor, Business Administration
Wells Fargo Home Mortgage April 1992 - Present
Wells Fargo 1992 - Present
Education
Loyola University Chicago 1984 — 1988
Wells Fargo December 2008 - Present
Wachovia May 2008 - Present
Wachovia Securities May 1999 - May 2008
EVEREN Securites March 1995 - June 2003
EVEREN Securites 1997 - 1999
Kemper Securities 1995 - 1997
Kemper Life 1992 - 1995
Kemper Financial 1988 - 1992
Education
Loyola University Chicago 1982 — 1985
BS, Public Administration
Saint Mary's University of Minnesota 1980 — 1982
Political Science
Wells Fargo 2010 - Present
Education
Loyola Law School, Los Angeles 2004 — 2007
University of California, Los Angeles 1999 — 2003
B.A., Economics
Wells Fargo August 2014 - Present
Pacific Gas and Electric Company January 2013 - Present
Wells Fargo Bank February 2010 - December 2012
Charles Schwab 1999 - 2009
Skills
Software Quality..., Testing, Test Planning, SDLC, Quality Assurance, HP Quality Center, Agile Methodologies, Requirements Analysis, Oracle, Databases, Software Project..., Functional Testing
Education
Loyola University Chicago 1986 — 1990
Bachelor's degree (B.S. Biology), Biology/Biological Sciences, General
Starbucks October 2011 - Present
T-Mobile November 2010 - October 2011
Wells Fargo June 2010 - September 2010
T-Mobile January 2010 - May 2010
Washington Mutual April 2005 - April 2009
Washington Mutual August 2003 - April 2005
Viacom Outdoor December 2000 - August 2003
Skills
Integrated Marketing, Segmentation, Product Marketing, Marketing Communications, Customer Insight, Advertising, Market Planning, Cross-functional Team..., CRM, Marketing, Strategic Planning, Multi-channel Marketing, Internal Communications, Strategy, Marketing Strategy, Leadership, Retail, Creative Direction, Sales, Strategic Communications, Merchandising, Pricing
Education
Loyola Marymount University 1993 — 1997
Bachelor of Arts, Psychology
Tulare County Public Defender March 2015 - Present
The Bruce Chang Law Firm May 2014 - March 2015
Simon & Simon, LLP January 2015 - February 2015
Law Offices of Sam X.J. Wu, APC May 2012 - May 2014
Supreme Court, Federated States of Micronesia March 2010 - March 2012
College of Micronesia February 2011 - December 2011
Law Offices of Bruce Chang March 2009 - March 2010
Matrix Legal October 2008 - May 2009
Wells Fargo June 2004 - June 2005
Wells Fargo Bank November 2003 - June 2004
Skills
Bankruptcy, Business Litigation, Civil Litigation, Appeals, Information Management, Office Productivity, Document Review, Suite, Legal Research, Legal Assistance, Commercial Litigation, Mediation, Employment Law, Trials, Intellectual Property, Property Law, Pleadings
Education
Loyola Law School, Los Angeles 2005 — 2008
J.D., Law
University of California, Berkeley 1993 — 1997
B.A., Molecular and Cell Biology
Wells Fargo Wealth Managment March 2013 - Present
Wells Fargo Advisors June 2011 - March 2013
Wells Fargo Advisors February 2006 - June 2011
Wells Fargo January 2003 - January 2006
Education
Loyola Marymount University, College of Business Administration 1984 — 1991
BS, Business
US Bank July 2011 - Present
US Bank September 2008 - July 2011
CitiCapital Equipment Finance October 2007 - September 2008
US Bank March 2006 - October 2007
California First Leasing Corporation 2003 - 2004
Cal First Leasing - American Technologies Credit 1996 - 2003
Sunwest Bank 1991 - 1995
Southern California Bank 1989 - 1991
Wells Fargo 1987 - 1989
Security Pacific Bank 1978 - 1987
Skills
Credit, Financial Modeling, Mortgage Lending, Lines Of Credit, Asset Managment, Cash Management, Corporate Finance, Wealth Management, Investments, Strategic Financial..., Asset Management, Asset Based Lending, Financial Planning, Commercial Lending, Banking, Portfolio Management, Loans
Education
Loyola Marymount University, College of Business Administration 1978 — 1982
Master of Business Administration (M.B.A.), Business
Loyola Marymount University 1972 — 1976
BA, Business
St Bernards
Wells Fargo July 2003 - May 2013
Wells Fargo July 2000 - June 2003
Skills
Teradata, Analytics, Database Marketing, Data Warehousing, Data Mining, Technical Documentation, User Documentation, SAS, Business Intelligence, Database Design, Databases, Predictive Analytics, Data Modeling, Data Analysis, ETL, Segmentation, Visio, Business Requirements, Analysis, SDLC, Doula Services, Natural Childbirth, PL/SQL
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Zoology
Loyola University of Chicago
Wells Fargo March 2010 - Present
Wells Fargo Bank April 2008 - March 2010
Skills
Microsoft Office, Customer Service, Public Speaking, Team Building, Social Media Marketing, Outlook, Sales, Data Entry, Social Networking, Community Outreach, Public Relations, Teamwork, Negotiation, Microsoft Word, Event Planning, Financial Analysis, Event Management, Banking, Mortgage Lending, Real Estate, Mortgage Banking, Leadership, Marketing
Education
Loyola Marymount University
Bachelor of Arts
Community Banks of Colorado May 2012 - Present
Great Western Bank 2009 - 2011
Wells Fargo 2006 - 2009
Capital One 2001 - 2006
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Credit Analysis, Portfolio Management, Credit Risk, Treasury Management, Financial Analysis, Cash Management, Finance, Loan Origination, Risk Management, SBA, Construction Loans, Retail Banking, Management
Education
University of Louisiana at Monroe 1988 — 1992
Master of Business Administration (MBA)
Louisiana Tech University 1981 — 1985
Bachelor of Science (B.S.), Professional Aviation
Wells Fargo July 2013 - December 2014
Wells Fargo July 2013 - December 2014
Wells Fargo August 2009 - December 2012
Charles Schwab May 2000 - April 2009
State Compensation Insurance Fund 1993 - 2000
Mazda North American Operations 1990 - 1992
Skills
SDLC, Software Project..., Requirements Analysis, Business Analysis, Project Management, Agile Methodologies, Program Management, Integration, Process Improvement
Education
City Colleges of Chicago
Associate in Applied Sciences, Data Processing, President's List (4.0/4.0 GPA)
Loyola University Chicago
Bachelor of Business Administration, Public Accounting
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Public Accounting, Graduated Cum Laude
Union Bank May 2012 - Present
Wells Fargo / Wachovia February 2008 - May 2012
Citigroup Trust November 2000 - February 2008
Wells Fargo May 1999 - November 2000
Bank of America October 1997 - May 1999
Skills
Trust Services, Wealth Management, Portfolio Management, Estate Planning, Wealth Management..., High Net Worth..., Private Banking, Investments, Asset Allocation, Asset Management, Securities, Investment Advisory
Education
Loyola Law School, Los Angeles
J.D.
University of California, Los Angeles
B.A., Business-Economics
Bank of America May 2014 - Present
Union Bank September 2013 - May 2014
Wells Fargo October 2008 - September 2013
South Bay Mortgage and Capital, Inc. September 2005 - October 2008
Chase February 1998 - September 2005
Skills
Complete underwriting..., Customer Retention, Mortgage Lending, Banking, Investment Properties, Mortgage Banking, Residential Mortgages, Sales, Loans, Loan Origination, Real Estate, Refinance
Education
Loyola Marymount University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, B
Wells Fargo January 2015 - Present
Wells Fargo January 2013 - January 2015
Union Bank June 2007 - December 2012
Wells Fargo May 2005 - May 2007
Skills
Risk Management, Credit Risk, Finance, Banking, Portfolio Management, Credit, Financial Modeling, Analysis, Financial Analysis, Fixed Income, Residential Mortgages
Education
University of California, Berkeley, Haas School of Business 2004 — 2005
Master of Financial Engineering, Financial Engineering
Loyola Marymount University 2000 — 2002
Master of Business Administration (MBA), Accounting and Finance
University of California, Los Angeles
BS, Chemistry
Aramark Uniform Services August 2014 - Present
University of California at Berkeley November 2011 - Present
TopDown Consulting July 2011 - August 2011
Capgemini Consulting March 2011 - July 2011
The Clorox Company November 2010 - March 2011
PayPal May 2010 - October 2010
Snapshot Results January 2010 - May 2010
Wells Fargo October 2009 - February 2010
Celera Corporation December 2006 - July 2009
Oracle Essbase Planning Consultant December 2008 - May 2009
Skills
Data Warehousing, Oracle, Essbase, Business Objects, OLAP, Hyperion Enterprise, ERP, Informatica, Business Process, Database Design, Analysis, SAP, Dashboard, Forecasting
Education
Loyola University Chicago 1992 — 1995
BBA, Economics and Accounting
Oak Park and Riverforest Highschool
Bank of America October 2011 - Present
Frontier Telecard & Wireless Inc September 2009 - September 2011
Barclays Capital April 2007 - August 2008
Citi January 2005 - April 2007
Wells Fargo June 2003 - December 2004
Skills
Capital Markets, Investment Banking, Portfolio Management, Valuation, Financial Modeling, Corporate Finance, Distressed Debt, Credit Analysis, Debt & Equity Financing, Small Business, Finance, Hedge Funds, Banking
Education
Loyola Marymount University, College of Business Administration
B.A., Finance and Economics
BBVA Compass December 2013 - Present
Wells Fargo April 2008 - August 2013
JPMorgan January 2004 - April 2008
Bank One August 1999 - January 2004
Bank One 1984 - 1999
Skills
Banking, Asset Managment, Wealth Management, Financial Advisory, Sales Management, Private Banking, Credit Analysis, Asset Management, Public Speaking, Sales Motivation, Trust Services, Commercial Lending, Leadership, Mortgage Lending, Commercial Banking, Credit
Education
Louisiana Tech University 1977 — 1984
BS/MBA, Finance
Wells Fargo July 2009 - Present
Education
Louisiana Tech University
Cetera Advisor Networks LLC, member FINRA/SIPC May 2013 - Present
Self-Employed October 2010 - May 2013
Bank of America & Merrill Lynch October 2011 - August 2012
Citibank October 2007 - October 2010
Banc of America Investment Services Inc. August 2003 - December 2005
Bank of America April 2002 - August 2003
Bank of America June 1997 - April 2002
Wells Fargo August 1988 - June 1997
Skills
Credit, Consumer Lending, Financial Services, Banking, Retail Banking, Loans, Investment Banking, Compliance, Mortgage Lending, Series 7, Series 63, Series 6, Series 24, Licensed Life & Health..., Portfolio Management, OSJ Supervision, Leadership, Series 65, Series 53
Education
Loyola Marymount University 1984 — 1988
Bachelor of Business Administration (BBA), Business Administration and Management, General
St. John Bosco High School 1980 — 1984
United Outdoor LLC January 2005 - Present
Wells Fargo May 2004 - April 2005
Wells Fargo Capital Finance September 2002 - April 2004
Skills
Landscape Design, Lawn Care, Fertilizers, Weed Control, Lawn Mowing, Personal Finance, Investments, Business Efficiency, Direct Sales, Sales Process, Residential Homes, Landscaping, Sales, Landscape Maintenance, Business Planning, New Business Development, Marketing, Contract Negotiation, Marketing Strategy, Management Consulting, Landscape Lighting, Pressure Washing, Strategic Planning, Small Business Marketing, Trees, Tree Planting, Small Business
Education
Louisiana Tech University 1998 — 2002
Business, Finance, General
Loyola University Chicago August 2014 - May 2015
Old Irving Park Community Clinic August 2013 - May 2015
Medical Scribe Systems April 2011 - May 2013
Medical Scribe Systems October 2012 - January 2013
Max Stainton January 2012 - June 2012
UCSB Neuroscience Research Institute August 2010 - August 2011
Wells Fargo June 2007 - November 2007
Skills
Picis, IBEX, Training, Leadership, Teaching, Electronic Documentation, Polymerase Chain..., Western Blotting, Bedside Communication, Microsoft Office, Cryostat, Public Speaking, T-systems, Typing, Financial Analysis, Customer Service, Data Analysis, PCR, Psychology
Education
Loyola University Chicago Stritch School of Medicine 2015 — 2019
Doctor of Medicine (MD), Medicine
Loyola University Chicago 2013 — 2014
Master of Arts (M.A.), Medical Sciences, 3.96
University of California, Santa Barbara 2007 — 2012
Bachelor's of Science, Biopsychology, 3.46
Irvine High School
Home May 2012 - Present
Comerica Securities May 2001 - April 2012
Wells Fargo 1998 - 2001
Norwest Investment Services 1995 - 1998
Skills
Series4, series 7, Series 24, Series 65, Series 9, Series 10, Series 53, Series 63, Series 26, Michigan Life,VA and..., Series 7, Wealth Management, Portfolio Management, Investments, Securities, Fixed Income, Investment Advisory, Relationship Management, Finance, Financial Services, Mutual Funds
Education
Louisiana Tech University
Loyola Law School, Los Angeles May 2014 - August 2014
Wells Fargo November 2012 - August 2013
MTE Consulting Group February 2012 - June 2012
Berkeley Scholars to Cal September 2007 - May 2011
Upward Bound Berkeley 2011 - 2011
Cal Recreational Sports 2010 - 2011
Skills
Public Speaking, Research, Community Outreach, Event Planning, Teamwork, PowerPoint, Leadership, Marketing, Analysis, Fundraising, Microsoft Excel, Microsoft Office, Nonprofits
Education
Loyola Law School, Loyola Marymount University 2013 — 2016
Juris Doctor (J.D.)
University of California, Berkeley 2007 — 2011
Bachelor of Arts, Rhetoric
Long and Foster Real Estate 2015 - Present
Michael's Cafe October 2011 - December 2014
Wells Fargo September 2009 - October 2011
Ameriprise Financial January 2005 - September 2009
La Tavola September 2001 - December 2004
Skills
Microsoft Office, Customer Service, Real Estate Transactions, Real Estate Marketing, First Time Home Buyers, Relocation Buyers, Listing Homes, Multiple Listing Service, Rental Real Estate, Customer Satisfaction, Client Rapport, Social Media Marketing, Sales Management, Financial Planning, Retirement Planning, Insurance, Investments, Restaurant Management, Bartending, Great Cook, Fishing, Bass Fishing, Sales, Sellers, Online Advertising, Investment Properties, Condos, Buyer Representation, Building Strong..., Move Up Buyers, New Home Sales, Loans, Leadership, Finance, Portfolio Management, Real Estate
Education
Chaminade High School
Loyola University Maryland
Audrey Lynne Turner Wealth Management Services June 2012 - Present
BMO Harris Bank May 2008 - February 2015
Retail Product ManagementChicago January 2007 - May 2008
Wells Fargo January 2004 - July 2005
Northern Trust October 2001 - February 2004
Bank of America April 1988 - December 2000
Skills
Strategy, Management, Analysis, Banking, Marketing, Product Management, Investments, Strategic Planning, Human Resources, Training
Education
Northwestern University - Kellogg School of Management 1986 — 1988
Master of Business Administration (M.B.A.), Business
Loyola University of Chicago
Bachelor's degree, Economics
U.S. Bank January 1990 - December 2004
Wells Fargo December 1979 - December 1992
Skills
Financial Modeling, Valuation, Microsoft Excel, Microsoft Office, Private Equity, Mutual Funds, Bloomberg, Asset Management, Budgets, Equities, Financial Analysis, Investments, Portfolio Management
Education
University of Southern California - Marshall School of Business 1960 — 1964
Master of Business Administration (MBA), Accounting and Finance
Loyola Marymount University 1956 — 1960
Bachelor of Arts (BA), Economics, ?
RBC Capital Markets September 2013 - Present
Wells Fargo April 2013 - August 2013
Ocwen Financial Corporation November 2012 - April 2013
State of New Jersey - Judiciary Dept August 2011 - October 2012
Bank of America February 2010 - July 2011
Bank of America April 2010 - May 2011
ION Trading January 2006 - December 2008
Standard Chartered Bank January 2004 - December 2005
ICICI Bank January 2003 - November 2003
Siemens IT January 2001 - December 2002
Skills
Business Analysis, SDLC, Vendor Management, Requirements Analysis, Banking, Business Requirements, Requirements Gathering, Visio, Talent Acquisition, User Acceptance Testing, Risk Management, Applicant Tracking..., Business Process..., Process Improvement, Investment Banking, Financial Services, Gap Analysis, PeopleSoft, Finance, Business Intelligence, MS Project, Business Process, Agile Methodologies, Software Documentation
Education
Monroe College 2008 — 2009
MBA, Finance
Loyola College
B.Sc; Masters, Computer Science; Business Administration; Finance
sethu bhaskara
Ameriprise Financial Services, Inc. October 2011 - Present
Wells Fargo January 2007 - January 2011
US Airways February 2005 - January 2007
Helping Hands, Inc. January 2000 - February 2005
Skills
Event Planning, Executive..., Executive Calendar..., Microsoft Office, Gatekeeper, Time Management, Project Management, Strategic Planning, Event Management, Team Leadership, Peer Mentoring, Training, Teamwork, PowerPoint, Outlook
Education
Loyola University of Chicago
Bachelor of Business Administration (BBA), International Business
Loyola University of Chicago; John Felice Rome Center
Study Abroad
BMO Harris Private Banking June 2011 - Present
Wells Fargo June 2009 - June 2011
US Trust Bank of America July 2007 - June 2009
Education
Loyola University of Chicago 1979 — 1981
Master's of Business Administration
St.Mary's College 1974 — 1978
B.A., Political Scince
General Motors June 2014 - Present
Howco Group September 2013 - May 2014
Arkema June 2011 - September 2013
E*TRADE Financial July 2008 - December 2009
Wells Fargo July 2007 - June 2008
Advanced Benefits, Wealth Outfitters & AG Edwards August 2006 - December 2006
Skills
Series 7, Series 63, Bloomberg Terminal, Microsoft Office, Data Analysis, Technical Analysis, Fundamental Research, Client Services, Client Retention, Client Relationship..., Client Engagement, Trading, Margin, Options, Options Pricing, Options Strategies, Banking, Banking Operations, Retail Banking, Conflict Resolution, Due Diligence, Research, Qualitative Research, Quantitative Research
Education
Loyola University of Chicago 2010 — 2011
MBA, Finance
Michigan State University 2004 — 2006
BA, Economics
First Citizens Bank July 2013 - Present
Enterprise Rent-A-Car November 2012 - July 2013
Focus Advisory Services LLC August 2012 - October 2012
Wells Fargo May 2011 - August 2011
Skills
• Strong Microsoft..., • Familiar with Athena,..., Microsoft Word, Microsoft Excel, Non-profit Leadership, Social Media
Education
Loyola Marymount University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Corporate Finance
Deutsch September 2012 - Present
ABC Television January 2012 - May 2012
Wells Fargo 2009 - 2009
Tomo Sushi 2006 - 2008
Education
Loyola Marymount University 2009 — 2013
Bachelor of Arts (B.A.), Communication and Media Studies
Princeton High School 2005 — 2009
Franklin Templeton Investments May 2007 - Present
Franklin Templeton Investments May 2007 - Present
Wells Fargo July 2004 - May 2006
Capital Group Private Client Services March 2002 - July 2004
Wholesale Marketing Solution April 1999 - March 2002
Inter-Corporate Computer & Network Services, Inc. August 1996 - April 1999
Education
Loyola College
Bachelor’s Degree, Marketing
University of Southern California
Master’s Degree, Professional Writing
Wells Fargo May 2015 - Present
Bayer HealthCare Diabetes Care May 2007 - April 2015
Skills
Sales Effectiveness, Medical Devices, Medical Sales, Competitive Analysis, Product Launch, Managed Care, Sales Operations, Endocrinology, Diabetes, Salesforce.com, Strategic Data Analysis, Business Efficiency, Strategic Leadership, Closing Business
Education
Loyola Marymount University 1999 — 2003
Bachelor of Arts (B.A.), Business/Corporate Communications
Commercial Van Interiors February 2014 - Present
Commercial Van Interiors February 2014 - Present
Mission Valley Ford September 2008 - February 2013
Fremont Ford 2013 - 2013
CBC Innovis December 2006 - July 2008
Wells Fargo 2004 - 2006
Gilroy Chevrolet Cadillac / Anderson Chevrolet 2003 - 2004
Primerica Financial Services 2002 - 2003
IBM 1981 - 2002
Skills
Project Management, Sales, Team Leadership, Customer Support, Business Control, Quality Auditing, Process Development, Analytical Skills, Communications - Verbal..., Problem Solving, Highly Accurate, •Articulate in ability..., Excellent follow...
Education
Loyola Marymount University
Master of Business Administration (MBA), Finance
Loyola Marymount University
Bachelor of Science (BS), Pre-Med (Biology)