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.
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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
San Diego County Credit Union Assistant Branch ManagerUS BANKApril 2009 - September 2014
Wells Fargo August 2007 - April 2009
Skills
Consumer Lending, Credit, Credit Analysis, Lines Of Credit, Financial Analysis, Loans, Small Business Lending, Commercial Lending, Commercial Banking, Treasury Management, Banking, Cash Management, Financial Accounting, US GAAP, Financial Reporting, Cash Flow
Education
University of Redlands 2014 — 2016
Master of Business Administration (MBA)
San Diego State University-California State University 2008 — 2013
Bachelor's degree, Accounting, Class of 2013
California Department of Health Care Services November 2013 - Present
California Department of Health Care Services July 2013 - November 2013
Department of Health Care Services March 2013 - July 2013
Kimco Realty Corporation February 2012 - March 2013
The Hartford November 2010 - April 2011
San Diego State University May 2009 - July 2010
San Diego State University February 2009 - June 2010
San Diego State University January 2009 - June 2010
Wells Fargo April 2007 - January 2008
Skills
Research, Leadership, Public Speaking, Event Planning, Social Media, Higher Education, Business Communications, Community Outreach, PowerPoint, Editing, Data Analysis, Microsoft Office, Microsoft Excel, Teaching, Facebook, Customer Service, Social Networking, Organizational..., Time Management, Marketing
Education
San Diego State University-California State University 2008 — 2010
Masters, Communication
Wells Fargo November 2007 - Present
Argent Mortgage Company, LLC March 2005 - May 2007
Skills
Banking
Education
San Diego State University-California State University
Economics
Unified Social Account ExecutiveCaterpillar FinancialFebruary 2006 - May 2011
Wells Fargo March 2001 - March 2006
Skills
Sales, Digital Media, Display Advertising, Social Media
Education
San Diego State University-California State University 1996 — 2000
Bachelor's degree, Botony
Wells Fargo January 2015 - Present
Wells Fargo January 2014 - January 2015
Better Life August 2013 - December 2013
Wells Fargo June 2012 - August 2013
Skills
Customer Service, Public Relations, Outlook, Strategic Planning, Budgets, Negotiation, Microsoft Word, Research, Teaching, Public Speaking, Editing, Business Partner..., Strategic Business, Consumer Lending, Retail Banking, Commercial Lending, Cross Selling, Banking, Sales, Leadership
Education
San Diego State University-California State University 2007 — 2012
Bachelors of Science, Business Administration/Accounting
MadeToOrder, Inc August 2012 - Present
American Marketing Association February 2012 - December 2012
Athleisure, Inc. dba: Sun Diego Boardshops June 2011 - July 2012
Wells Fargo February 2011 - August 2011
Beverly Glen Deli October 2007 - January 2011
Skills
Social Media, Salesforce.com, Email Marketing, E-commerce, PowerPoint, Event Planning, Advertising, Online Advertising, Marketing, Sales
Education
San Diego State University-California State University 2010 — 2013
Bachelor of Arts (B.A.), American Government and Politics (United States)
TIAA-CREF May 2015 - Present
TIAA-CREF May 2014 - Present
Park Sterling Corporation June 2012 - May 2014
Wells Fargo April 2010 - June 2012
Wells Fargo August 2004 - April 2010
Wachovia Corporation June 2002 - August 2004
Resource Development Solutions, Inc. June 2000 - June 2002
Wachovia Corporation May 1996 - February 2000
Skills
Strategic Human..., Leadership Development, Leadership Development..., Team Building, Change Management, Culture Change, Bank Mergers, Program Development, Organizational..., Strategy, Workshop Facilitation, Program Management, Talent Management, Executive Coaching, HR Policies, Succession Planning, Management Consulting, Human Resources, Organizational Design, Coaching, Employee Engagement, Deferred Compensation, Employee Benefits, Training, Leadership, Mergers & Acquisitions, Performance Management, Management, Process Improvement
Education
San Diego State University-California State University 1981 — 1983
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
University of Alaska Anchorage 1978 — 1981
Elementary Education and Teaching
Cordova Recreation and Park District December 2012 - November 2014
City of Roseville August 2006 - December 2012
Azure Salon & Spa September 2003 - June 2006
City of Carlsbad September 2002 - August 2003
City of West Hollywood August 1998 - August 2002
Malibu Racquet Club October 1997 - August 1998
Wells Fargo June 1996 - August 1997
Marriott Hotels November 1994 - June 1996
City of El Cajon October 1991 - March 1995
City of Newport Beach April 1990 - August 1991
Skills
Community Outreach, Fundraising, Event Planning, Public Speaking, Policy Writing, Facility Management, Staff Development, Staff Management, Training & Development, Organizational..., Organizational Design, Project Management, System Administration, Policy Development, Business Process..., Human Resources, Program Management, Program Development, Budget Management, Recreation Planning, Sponsorship Program..., Problem Solving, Team Building, Team Leadership, Challenge Driven, Creative Strategy, Creative Solutions, Written Communication, Public Relations, Event Management, Leadership Development, Grant Writing, Research, Strategic Planning, Nonprofits, Customer Service, Social Networking, Social Media, Social Media Marketing, Facebook
Education
San Diego State University-California State University 1992 — 1996
Bachelor of Science (BS), Recreation Administration
City National Bank April 2015 - Present
BofI Federal Bank October 2014 - April 2015
CarMax March 2014 - June 2014
First Citizens Bank April 2013 - January 2014
Wells Fargo May 2011 - April 2013
Wells Fargo August 2008 - May 2011
Skills
Banking, Loans, Insurance, Financial Services, Mortgage Lending, Consumer Lending, Small Business Lending, Wealth Management, Credit, Sales, Commercial Lending, Commercial Banking, Retail Banking, Credit Analysis, Deposits, Conflict Resolution, Sales Management, Operations Management, Microsoft Office, Microsoft Excel, Microsoft Word
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), Economics
Wells Fargo August 2007 - Present
Skills
Customer Service, Sales, Commercial Lending, Coaching, Loan Origination, Credit, Loans, Refinance, Retirement Planning, Retail Banking, Financial Risk, Microsoft Office, Strategy, Finance, Banking, Relationship Management, Management, Leadership, Financial Services, Risk Management, Team Building, Data Analysis, Microsoft Excel, Outlook, Social Media
Education
San Diego State University-California State University 2003 — 2008
Bachelor of Arts, Public Administration
San Diego State University June 2014 - Present
Wells Fargo December 2013 - July 2014
TGI Fridays September 2012 - December 2013
Skills
Retail Banking, Commercial Banking, Cash Management, Customer Service, Microsoft Office, Organization, Teamwork, Multi Tasking, Work in A Fast Paced..., Data Entry, Telephone Skills, Time Management, Customer Satisfaction, Event Planning, Communication
Education
San Diego State University-California State University 2012 — 2016
Bachelor's Degree, Business Administration, Management, Specializing in Human Resources
JPMorgan Chase October 2012 - Present
Wells Fargo July 2011 - October 2012
Mission Federal Credit Union May 2011 - July 2012
Skills
Series 6, Series 63, Real Estate, Insurance, Notary Public
Education
San Diego State University-California State University
Associate of Arts (AA), Business/Managerial Economics
Banyan Road Capital November 2013 - Present
Wells Fargo September 2006 - November 2013
Merrill Lynch 2000 - 2006
The Corky McMillin Companies 1996 - 1998
Skills
Investment Properties, Commercial Real Estate, Real Estate Transactions, Real Estate Economics, Asset Management, Dispositions, Real Estate Investment..., Property Management, Contract Negotiation, Value Creation, Investment Advisory, Wealth Management, Financial Analysis, Investors, Real Estate Partnerships, Cash Flow Management, Portfolio Management, Acquisitions, Real Estate Financing, Strategic Planning, Private Placements, Capital Markets, Corporate Real Estate, Location Intelligence, Alternative Investments, Structured Finance, Management, Business Planning, Tenant, Entrepreneurship, Private Equity, Distressed Properties, Leadership, Value Investing, Investment Returns, Team Leadership
Education
San Diego State University-California State University
Bachelor's Degree, Real Estate / Finance
University of Pennsylvania - The Wharton School
Financial Advisors Leadership Program - Executive Education
BofI Federal Bank February 2015 - Present
Comerica Bank November 2011 - August 2014
Silvius Computers January 2010 - December 2013
Elite Realty May 2009 - January 2012
Town of Gilbert July 2010 - January 2011
Volt Technical Resources March 2010 - August 2010
Bank of America August 2009 - March 2010
Wells Fargo December 2006 - October 2008
Maricopa County March 2006 - August 2006
City of Glendale AZ May 1999 - August 2002
Skills
Customer Service, Sales, Banking, Loans, Account Management, Financial Analysis, Networking, Credit, Small Business Lending, Leadership, Operations Management, Finance, Customer Retention, Team Building, Financial Modeling, Portfolio Management, Team Leadership, Information Technology, Business Networking, Microsoft Office, Windows, Time Management, Technical Services, Wireless Networking, Home Repairs, Foreclosures, Legal Assistance, Advocate, Westlaw, Lexis, Computer Building, Event Planning, PowerPoint
Education
Thomas Jefferson School of Law 2013 — 2016
Doctor of Law (J.D.), Criminal Law, Corporate
San Diego State University-California State University 2001 — 2005
Criminal Justice Administration B.S., Criminal Justice, Psychology, Law
Ironwood High School 1998 — 2001
High School
Encore Entertainment February 2013 - Present
Internet Marketing Inc. April 2014 - August 2014
Microsoft January 2013 - May 2014
Wells Fargo June 2012 - March 2013
Financial Planning Association (FPA) September 2012 - December 2012
MRY January 2012 - May 2012
Fluent Grp October 2011 - November 2011
Skills
Public Speaking, Microsoft Office, PowerPoint, Marketing Communications, Cloud Applications, Microsoft Technologies, Sales, Customer Satisfaction, Finance, Social Media Marketing, Online Advertising, Event Planning, Social Networking, Budgets, Marketing, Leadership, Email Marketing, Integrated Marketing, SEO, Advertising, Social Media, Public Relations
Education
San Diego State University-California State University 2009 — 2013
Bachelor of Science, Business
First American Trust, FSB August 1996 - Present
Wells Fargo 1989 - 1996
Skills
Employee Benefits, Deferred Compensation, Mergers & Acquisitions, Retirement, Insurance, 401k, Pensions, Benefits Administration, Investments, Retirement Planning, Asset Allocation, Investment Advisory, Financial Services, Series 7, Management
Education
San Diego State University-California State University
Business Administration and Management, General
Sawyer College of Business
Clerical
Wells Fargo March 2008 - Present
Wells Fargo February 2004 - March 2008
Wells Fargo June 2003 - February 2004
KPBS March 1998 - September 2001
Skills
Credit, Loans, Banking, Customer Service, Finance, Sales, Consumer Lending, New Business Development, Mortgage Banking, Small Business Lending, Marketing, Loan Origination, Social Networking, Leadership, Mortgage Lending, Public Speaking, Mortgage Underwriting, Investments
Education
San Diego State University-California State University 1996 — 2001
Bachelor of Business Administration (B.B.A.), Marketing
Wells Fargo February 2010 - Present
Wells Fargo Bank January 2008 - February 2010
Skills
Credit, Mortgage Lending, Commercial Lending, Banking, Credit Analysis, Refinance, Loan Origination, Wealth Management, Small Business Lending, Lines Of Credit, Investments, Private Banking, Commercial Banking, Portfolio Management, Consumer Lending, Underwriting, Series 7, Financial Analysis, Retail Banking, Treasury Management, Cash Management, Residential Mortgages, Mortgage Banking, Cross Selling, Customer Satisfaction, Retirement Planning, Loans, Commercial Mortgages
Education
San Diego State University-California State University 1999 — 2005
BA, International Business, Finance, French
US Navy August 2014 - Present
University of Phoenix July 2010 - July 2014
Wells Fargo December 2006 - February 2010
Education
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.)
San Diego State University-California State University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Wells Fargo May 2014 - Present
SDSU Catering September 2012 - Present
Hispanic Business Student Association May 2013 - May 2014
Venegas Farming LLC June 2010 - June 2012
Boys and Girls Club of Camarillo September 2010 - April 2011
Skills
Management, PowerPoint, Microsoft Office, Microsoft Word, Research, Microsoft Excel, Data Analysis, Facebook, Data Entry, Customer Service, Time Management, Event Planning, Public Speaking, Social Networking
Education
San Diego State University-California State University 2011 — 2015
Bachelor of Science, Business Management, Minor in Finance
First Republic Bank September 2015 - Present
Gallop Out Racing LLC November 2012 - Present
Comerica Bank December 2013 - September 2015
Umpqua Bank May 2008 - December 2013
City National Bank October 2004 - May 2008
Bank of the West 2002 - October 2004
Wells Fargo January 1997 - January 2002
Skills
Commercial Lending, Commercial Banking, Loans, Banking, Credit, Credit Analysis, Retail Banking, Consumer Lending, Loan Origination, Lines Of Credit, Portfolio Management, Credit Risk, Asset Based Lending, Underwriting, Commercial Mortgages, Treasury Management, Risk Management, Cash Management, Finance, Executive Management
Education
San Diego State University-California State University 1987 — 1992
BA in International Business, emphasis in German
Wells Fargo December 2007 - Present
Skills
Certified Financial..., Series 7, Loans, Credit, Mortgage Lending, Wealth Management, Series 63, Banking, Small Business Lending, Consumer Lending, Retirement Planning, Commercial Lending, Credit Analysis, Investments, Loan Origination, Portfolio Management
Education
San Diego State University-California State University
Bachelor's degree
Intapp July 2015 - Present
Randstad USA June 2015 - July 2015
TIBCO Software Inc. October 2013 - January 2015
BT Americas, Inc June 2011 - June 2013
Nuance Communications 2007 - June 2011
Synopsys August 2004 - July 2007
Natus Medical 2001 - 2004
Wells Fargo 1994 - 1997
Skills
Hyperion Enterprise, Budgets, Finance, Telecommunications, Financial Analysis, Internal Audit, Financial Reporting, Accounting, GAAP, Hyperion Planning, ERP, Forecasting, Essbase, Financial Modeling, Variance Analysis, SAP, Internal Controls, Sarbanes-Oxley Act, Analysis, Strategic Financial..., Strategic Planning, Consolidation, Start-ups, Mergers & Acquisitions, Corporate Finance, Due Diligence, Management, Hyperion, Financial Planning, SaaS, Consulting, Cross-functional Team..., Strategy, Leadership, Budgeting
Education
San Diego State University-California State University 1990 — 1993
MS, Accountancy with an emphasis in Taxation
University of California, Riverside 1985 — 1990
BS, Business Administration
Poly High School 1981 — 1985
High School Diploma
Wells Fargo July 2013 - Present
Wells Fargo Bank September 2008 - July 2013
Pageantry Mortgage, LLC - Joint Venture of Wells Fargo Home Mortgage September 2002 - September 2008
Skills
Banking, Loans, Commercial Lending, Credit, Credit Analysis, Commercial Banking, Mortgage Lending, Small Business Lending, Sales, Consumer Lending, Mortgage Banking, Lines Of Credit, Loan Origination, Refinance, Treasury Management
Education
San Diego State University-California State University 2000 — 2002
BS, Business - Finance
San Joaquin Delta College 1998 — 2000
AA, Business
Union Bank December 2014 - Present
JP Morgan Chase April 2014 - November 2014
Wells Fargo December 2009 - April 2014
Bank of America October 2008 - December 2009
Wells Fargo August 2000 - October 2008
Skills
FHA, Non-Conforming, Mortgage Lending, Mortgage Banking, Refinance, Government Loans, FHA financing, Loan Origination, Home Equity, Residential Mortgages, FHA Financing, Mortgage Marketing, Real Estate, Credit Analysis, Finance, Banking, Real Estate Financing, Underwriting, First Time Home Buyers, Credit, Investment Properties, Loans
Education
San Diego State University-California State University 1998 — 1999
Certificate, Community Economic Development
Pitzer College 1984 — 1988
BA, Organizational Studies
Mater Dei High School 1980 — 1984
High School
Wells Fargo April 2012 - Present
Coldwell Banker Residential Brokerage November 2010 - April 2012
AT&T Mobility May 2007 - October 2011
In-N-Out Burger June 2003 - May 2007
West America Bank November 2005 - September 2006
Skills
Sales, Customer Retention, Customer Satisfaction, Retail, Management, Sales Operations, Sales Management, Recruiting, Customer Service, Leadership, Troubleshooting, Team Building, First Time Home Buyers, Real Estate, Marketing Strategy, Customer Experience, Selling, Cold Calling, Direct Sales, Sales Process, Training, Sales Presentations, Account Management, Team Leadership, Competitive Analysis, Marketing, Wireless, Analysis, Finance, Inventory Management, Merchandising, Social Networking, New Business Development, Employee Training, Coaching, Mortgage Lending, Refinance, Outlook, Hiring, Referrals, Credit, Mortgage Banking, Investment Properties, Store Management, Investors, Solution Selling, Microsoft Excel, Purchasing, Short Sales, Team Management
Education
San Diego State University-California State University 2014 — 2016
Bachelor's degree, Economics
Santa Rosa Junior College 2003 — 2008
Real Estate
Santa Rosa Junior College
Farmers Financial Solutions, LLC November 2014 - Present
Farmers Insurance November 2014 - Present
Self-employed 2008 - Present
Apex Point Real Estate 2008 - Present
Cox Communications 2012 - 2013
Wells Fargo 2011 - 2012
ZipRealty 2010 - 2011
GEICO 2004 - 2010
Skills
Real Estate, Insurance, Sales, Casualty Insurance, Mortgage Lending, Loans, Marketing, Negotiation, Contract Negotiation, Investments, Customer Service, Sales Management, Customer Satisfaction, Finance, Leadership, Account Management, Financial Analysis, Team Building, Credit, Management, Budgets, Investment Properties, Outlook
Education
San Diego State University-California State University 1999 — 2004
Bachelor's Degree, Business Administration, Management and Operations
Mt. Carmel High School 1994 — 1998
High School
ReverseVision May 2013 - Present
American Senior Funding January 2011 - May 2013
Wells Fargo November 2007 - December 2010
Precision Funding April 2005 - November 2007
American Mortgage Express November 2004 - March 2005
McMillin Mortgage January 1995 - October 2004
Associated Interstate Mortgage, Inc. January 1985 - December 1994
Skills
Reverse Mortgages, Mortgage Lending, Mortgage Banking, Loan Origination, Loans, Refinance, VA loans, Investment Properties
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), Telecommunications
The Art Institutes April 2014 - Present
Aya Healthcare June 2012 - July 2014
Nurses PRN August 2011 - June 2012
Student Workforce August 2010 - March 2011
Virtual Dating Assistants April 2010 - August 2010
Wells Fargo September 2009 - February 2010
Alpha Kappa Psi December 2007 - May 2008
Alpha Kappa Psi May 2007 - December 2007
San Diego Opera April 2006 - September 2007
Alpha Kappa Psi May 2006 - December 2006
Skills
Social Media Marketing, Public Relations, Project Coordination, Web Analytics, Marketing, Spanish, Media Planning, Social Media, Leadership, Public Speaking, Microsoft Office, Customer Service, Digital Marketing, Training, Sales
Education
The Art Institute of California-San Diego 2014 — 2017
Bachelor of Science (BS), Interior Architecture and Design
San Diego State University-California State University 2003 — 2009
BS, Economics
Wells Fargo September 2009 - March 2013
FIXXIS Do Brasil June 2011 - August 2012
Nordstrom 2003 - 2009
Skills
Google Adwords, Google Ad Planner, QuickBooks, Customer Service, Accounting, MRI Software, Microsoft Excel, Excel Pivot, Travel Arrangements, Travel Planning, Travel Photography, Social Networking, Spanish, Loans, Marketing, Pricing, Financial Accounting, Sales, PowerPoint, Merchandising, Management, Microsoft Office, Banking, Payments, Invoicing, Finance, Financial Analysis, Credit, Teamwork, Customer Satisfaction, Market Research, Microsoft Word, Facebook, Team Leadership
Education
San Diego State University-California State University 2009 — 2012
Bachelor of Arts (BA), International Business Portuguese and Latin America
Chrystal Cienfuegos Photography January 2011 - Present
Wells Fargo May 1999 - May 2012
Skills
Photoshop, Photography, Digital Photography, Marketing, Newborn Photography, Database Design, Data Mining, Corporate Events, Portrait Photography, Event Photography, Wedding Photography
Education
San Diego State University-California State University 1999 — 2003
Bachelor of Science (B.S.), Business/Information Systems
Wells Fargo Restaurant Finance January 2014 - Present
Union Bank February 2012 - January 2014
Wells Fargo 2009 - 2012
Wells Fargo April 2007 - January 2009
Skills
Credit Risk, Financial Statement..., Financial Modeling, Small Business Lending, Loans, Commercial Lending, Banking, Lines Of Credit, Credit Analysis, Loan Origination, New Customer..., Treasury Management, Cash Management, Credit, Consumer Lending, Mortgage Lending, Financial Accounting, Supply Chain Management, Cold Calling, Customer Service
Education
University of San Diego 2010 — 2012
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management
San Diego State University-California State University 2002 — 2007
Bachelor of Science (B.S.), Finance, General
barre3 December 2013 - Present
San Jose Unified School District August 2002 - Present
The Dailey Method October 2010 - November 2013
Wells Fargo 1997 - 2000
Skills
Business Development, Event Planning, Non-profits, Nonprofits, Community Outreach, Strategic Planning, Team Building, Project Management, Volunteer Management, Marketing Strategy, Teaching, Fundraising, Event Management, Public Speaking, Training
Education
San Diego State University-California State University 1999 — 2002
BA, Liberal Studies
Wells Fargo March 2010 - Present
Skills
Corporate Training, Compliance, Consulting, Sales Management..., Strategic Planning
Education
San Diego State University-California State University 2003 — 2004
University of California, Santa Barbara 1998 — 2003
Bachelor of Arts (BA), Communication, General
Wells Fargo February 2014 - Present
Wells Fargo August 2012 - Present
Cashco Pawn October 2010 - August 2012
City of Chula Vista February 2007 - May 2009
Skills
Time Management, Sales, Social Networking, Negotiation, Program Management, Filing, Loans, Fax, Retail Sales, Customer Satisfaction, Cash Flow, Outlook, Customer Service, Strategic Planning, Marketing
Education
San Diego State University-California State University 2011 — 2013
Bachelor of Science (BS), Business, Marketing, and Related Support Services
Southwestern college 2007 — 2010
Associate of Arts (AA), Business/Commerce, General, 3.2
CBC Distributors January 2013 - Present
Wells Fargo November 2010 - Present
Cooper Surgical January 2000 - January 2002
Skills
Import Export, International Sales, International Trade, Medical Devices, Trade Policy, Sales, Marketing, Credit, Loans, Lines Of Credit, Business Strategy, Business Relationship..., International Shipping, Negotiation, Sales Management
Education
San Diego State University-California State University 1992 — 1994
Business Administration and Management, General
Wells Fargo Vice PresidentXpectMor Consulting/TrainingDecember 2009 - July 2012
US Bank (Star/Firstar) February 1996 - March 1999
US Bank (Star/Firstar) August 1993 - February 1996
Community Bank May 1986 - July 1993
Skills
Banking, Credit, Loans, Retail Banking, Credit Analysis, Consumer Lending, Commercial Lending, Portfolio Management, Small Business Lending, Cross Selling
Education
San Diego State University-California State University
Business Management
UCLA
Business/Managerial Economics
Retired October 2012 - Present
Wells Fargo October 1977 - Present
Skills
Enterprise Architecture, SDLC, Banking, Requirements Analysis, Business Analysis, Risk Management, Vendor Management, IT Strategy, Software Project..., Integration, Agile Methodologies, SOA, PMO, Strategy, Program Management, Change Management, Project Portfolio..., Project Management, Cloud Computing, Management, Process Improvement, Requirements Gathering, Business Process, Business Requirements, Outsourcing, Business Process..., Business Intelligence, Information Technology, Financial Services, IT Management, Visio, Disaster Recovery, Cross-functional Team..., Governance, CRM, Enterprise Software, Consulting, SharePoint, SaaS, PMP, Software Development, Solution Architecture, Data Warehousing, Data Center, Agile Project Management, Analytics, IT Service Management, Product Management, Project Delivery, ITIL
Education
San Diego State University-California State University 1979 — 1982
Master of Arts (M.A.), Linguistics
Wells Fargo October 2003 - Present
Education
San Diego State University-California State University 2009 — 2011
MSBA, Financial and Tax Planning
San Diego State University-California State University 1999 — 2003
BS, Management
Wells Fargo October 2014 - Present
Union Bank May 2013 - Present
Wells Fargo Bank 2010 - May 2013
Silicon Border 2009 - 2009
Skills
Banking, Commercial Banking, Credit, Loans, Commercial Lending, Mortgage Lending
Education
San Diego State University-California State University 2008 — 2010
International Business, International Business
Wells Fargo February 2002 - Present
Education
San Diego State University-California State University
BS, Bus Admin-Finance
Platinum Wireless November 2010 - Present
Platinum Wireless July 2007 - November 2010
Platinum Wireless October 2003 - July 2007
Wells Fargo May 2000 - October 2003
Education
San Diego State University-California State University 2000 — 2005
Bachelors of Science, Business Management
DupreeCPA September 2015 - Present
Wells Fargo October 2011 - July 2015
Education
San Diego State University-California State University 2005 — 2009
Bachelor of Applied Science (BASc) Finance , Accounting and Finance
Wells Fargo May 2014 - Present
Vino Vargas March 2012 - Present
Wells Fargo November 2012 - May 2014
Wells Fargo March 2009 - November 2012
CT Summation May 2007 - March 2009
Wells Fargo Bank January 2004 - April 2007
MarketSphere, Inc January 2001 - January 2002
Skills
Marketing, Web Content Management, Integration, Salesforce.com, Sales, Lead Generation, Account Management, Customer Service, Sales Management, Strategic Planning, Budgets, New Business Development, SaaS, Product Management, Project Management, Marketing Strategy, Analytics, Contract Negotiation, Business Development, Strategic Partnerships, Sales Operations, Management, Enterprise Software, Selling, Marketing Communications, Forecasting, CRM, Sales Process
Education
Golden Gate University
Masters, Business Administration
San Diego State University-California State University
Bachelor's degree, International Business with emphasis in Marketing and Latin America
Wells Fargo March 2010 - Present
U.S. Bank February 2008 - October 2010
Skills
Loans, Banking, Credit, Retail Banking, Mortgage Lending, Consumer Lending, Credit Analysis, Commercial Banking, Loan Origination, Small Business Lending
Education
San Diego State University-California State University 2006 — 2010
Criminal Justice
Valhalla High School 2001 — 2005
Comerica Bank December 2014 - Present
Citi November 2013 - December 2014
Union Bank October 2007 - November 2013
Wells Fargo September 2004 - October 2007
Skills
Banking, Commercial Banking, Consumer Lending, Credit, Credit Analysis, Retail Banking, Small Business Lending, Loans, Financial Services, Investments, Leadership, Loan Origination, Mortgage Lending, Portfolio Management
Education
San Diego State University-California State University
California Coast Credit Union July 2015 - Present
Uber July 2015 - Present
Wells Fargo March 2013 - February 2015
Skills
Graphic Design, Adobe Creative Suite, Photoshop, Logo Design, Advertising, Microsoft Office, Graphics, Web Design, Typography, Layout, Illustration, Social Media, Illustrator, Retail Banking
Education
San Diego State University-California State University 2012 — 2015
Bachelor of Arts (B.A.) Fall 2015, Graphic Design
Southwestern Community College District 2009 — 2012
Associate of Arts (A.A.), Graphic Design
Merrill Lynch June 2015 - Present
The Brandes Institute April 2015 - Present
ClearBalance February 2015 - May 2015
San Diego State University August 2013 - May 2015
Wells Fargo May 2014 - February 2015
UCSD von Liebig Center for Entrepreneurship & SDSU Research Foundation January 2014 - May 2014
Aztec Equity Fund, San Diego State University January 2014 - May 2014
Lavin Entrepreneurship Center October 2013 - December 2013
PricewaterhouseCoopers Tax and Advisory February 2013 - August 2013
KIMEP University, Bang College of Business August 2012 - December 2012
Skills
Public Speaking, Time Management, Corporate Finance, Research, Financial Analysis, Teamwork, Financial Modeling, Accounting, Business Valuation, Market Research, Risk Management, Due Diligence, Economics, Leadership, Valuation, Analysis
Education
San Diego State University-California State University 2013 — 2015
Master of Business Administration (MBA), Finance, General
KIMEP University 2009 — 2012
Bachelor of Science (BSc), Accounting and Finance, GPA 4.30 out of 4.33
Wells Fargo May 2012 - Present
Karen Millen July 2011 - December 2014
Education
San Diego State University-California State University 2011 — 2017
Bachelor of Arts (B.A.), Economics
First Republic Bank June 2015 - Present
BBVA Compass July 2011 - June 2015
Bank of America December 2008 - December 2012
Wells Fargo February 2005 - December 2008
Wells Fargo February 2002 - February 2005
Skills
Mortgage Lending, Loans, Refinance, Portfolio Management, Residential Homes, Mortgage Banking, FHA, Credit, Residential Mortgages, FHA financing, VA loans, Banking, Lines Of Credit, First Time Home Buyers, Credit Analysis, Loan Origination, Investment Properties
Education
San Diego State University-California State University
ThreeLockharts Public Relations March 2010 - Present
Rachel Kay Public Relations March 2009 - December 2009
Wells Fargo October 2006 - March 2009
BERKMAN June 2008 - September 2008
Bank of America June 2004 - August 2006
Skills
Event Planning, Market Research, Customer Service, Press Releases, Public Relations, Nonprofits, Non-profits, Social Media, Social Media Marketing
Education
San Diego State University-California State University 2005 — 2009
BA - Public Relations - Communication
Unum March 2015 - Present
The E.W. Scripps Company, KGTV / ABC10 August 2013 - March 2015
Wells Fargo February 2011 - August 2013
Bank of America December 2008 - February 2011
Skills
Banking, Sales, Leadership, Customer Service, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Management, Marketing, Sales Management, Public Speaking, Cold Calling, Business Analysis
Education
San Diego State University-California State University 2006 — 2010
Bachelor of Arts (BA), Communication and Media Studies
Wells Fargo April 2012 - Present
Wells Fargo Bank September 2006 - April 2012
Skills
Commercial Banking, Working Capital Control, Financial Risk..., Small Business Lending, Credit, Commercial Lending, Loans, Commercial Mortgages, Consumer Lending, Risk Management, Loan Origination, Relationship Management
Education
San Diego State University-California State University 2006 — 2010
Bachelor's degree, Public Administration, 3.3
Wells Fargo April 2015 - Present
CBRE February 2009 - April 2015
Basin Street Properties 2005 - 2009
WB Reno 2004 - 2005
Grubb & Ellis 2001 - 2004
Skills
Commercial Real Estate, Corporate Real Estate, Leases, Property, Senior Real Estate
Education
San Diego State University-California State University
Bachelor of Science, Business Marketing
Wells Fargo October 2014 - Present
Wells Fargo March 2013 - October 2014
Wells Fargo Bank August 2010 - March 2013
Wells Fargo Bank August 2006 - October 2010
Skills
Customer Service, Banking, Management, Microsoft Excel, Sales
Education
San Diego State University-California State University 2005 — 2007
Bachelor of Arts, Communication
Cardiocom, LLC 2014 - Present
Allianz Life August 2011 - 2014
Wells Fargo December 2009 - 2011
Park Nicollet Health Services April 2007 - March 2009
HTI October 2005 - April 2007
SAIC September 1988 - September 2005
Skills
Instructional Design, Instructional Systems..., Needs Assessment, Business Analysis, Software Development, Technical Documentation, Technology Needs..., Captivate
Education
San Diego State University-California State University 1979 — 1982
MA - Education, Instructional Design
University of MN
Bachelor of Arts (B.A.), Communications
Wells Fargo Home Mortgage January 2014 - Present
National Association of Professional Women January 2014 - Present
Essentially Beautiful December 2013 - Present
Wells Fargo Home Mortgage March 2013 - November 2013
Wells Fargo December 2009 - February 2013
Northwestern Mutual Financial Services April 2008 - December 2008
Pitney Bowes June 2007 - April 2008
Skills
Management, Customer Service, Loans, Sales, Blogging, Microsoft Excel, Creative Writing, Mortgage Lending, FHA, First Time Home Buyers, Finance, Real Estate, Microsoft Office, Teamwork, Public Speaking, Microsoft Word, PowerPoint, Financial Services, Training, Banking, Refinance, Mortgage Banking, Residential Mortgages, VA loans, Team Building, Writing, Communication, Written & Verbal..., Coaching, FHA financing, USDA
Education
San Diego State University 1997 — 2002
Bachelors Degree, English Literature
San Diego State University-California State University 1997 — 2002
BA, English Literature
University of California, Riverside January 2012 - Present
Riverside City College January 2011 - Present
Mandarin Oriental Hotel Group July 2008 - December 2011
Wells Fargo September 2008 - August 2011
Skills
Customer Service, Research, Microsoft Excel, Microsoft Acces, SQL, Financial Modeling, OTC Derivatives, C++
Education
University of California, Riverside 2012 — 2013
Current, Mathematics and Computer Science
Universidad San Francisco de Quito 2006 — 2006
B.A., Finance
San Diego State University-California State University 2002 — 2006
Bachelor of Business Administration (B.B.A.), International Business
Comerica Bank August 2015 - Present
Wells Fargo October 2013 - August 2015
Wells Fargo September 2010 - October 2013
Wells Fargo August 2007 - September 2010
Greiner Buick Pontiac GMC March 2004 - August 2007
Seaside Buick Pontiac GMC F.K.A. Miramar Pontiac GMC March 2002 - March 2004
Skills
Credit, Leadership, Sales, Finance, Management, Banking, Risk Management, Consumer Lending, Credit Analysis, Loans, Loan Origination, Underwriting, Commercial Lending, Negotiation, Analysis, Customer Service, Credit Risk, Relationship Management, Strategy, Portfolio Management, Loss Mitigation, Marketing, Team Building, Customer Retention, Cross Selling, Business Development, Financial Analysis
Education
San Diego State University-California State University 2001 — 2003
BS, International Economics emphasis in Finance
Wells Fargo Advisors September 2013 - December 2014
Wells Fargo April 2011 - December 2014
Wells Fargo May 2010 - March 2011
Wells Fargo December 2008 - April 2010
Skills
Banking, Customer Service, Sales, Credit, Financial Analysis, Insurance, Loans, Mortgage Lending
Education
San Diego State University-California State University 2007 — 2010
Bachelor of Science (B.S.), Business Administration (Management)
IBM December 2007 - March 2012
AT&T 2000 - 2007
CSC March 1997 - January 2000
Wells Fargo December 1994 - November 1996
HomeFedCorp June 1992 - July 1994
Integrated Networks April 1991 - March 1992
SAIC July 1988 - April 1991
United Technologies Corporation March 1984 - July 1988
Home Federal Savings and Loan June 1981 - March 1984
San Diego State University May 1979 - June 1981
Skills
MVS, TSO, IBM Mainframe, DB2, Disaster Recovery, IBM Utilities, REXX, RACF, z/OS, ACF2, Top Secret, Cryptography, VM, SMP/E, Omegamon, Hardware, Storage Management, CLIST, Data Center, JES2, SYSPLEX, Assembler, Unix, VTAM, Security, VSAM, SDSF, SAS programming, BAL, Delphi, Objective-C, Windows, ISPF/PDF, PL/1, Systems Programming, OS/390, ISPF, Mainframe
Education
San Diego State University-California State University 1973 — 1978
Astronomy, Computer Science, 3.0
North Island Credit Union January 2013 - Present
North Island Credit Union June 2010 - January 2013
North Island Credit Union November 2009 - January 2013
North Island Credit Union March 2009 - November 2009
North Island Credit Union September 2000 - March 2009
GMAC Mortgage January 2000 - September 2000
GMAC Mortgage January 1999 - December 1999
Wells Fargo May 1996 - January 1999
Wells Fargo December 1992 - May 1996
Wells Fargo May 1989 - December 1992
Skills
Asset Management, Process Improvement, Credit, Forecasting, Problem Solving, Customer Service, Analysis, Microsoft Excel, Banking, Microsoft Word, Budgets, Call Centers, Loans, Loan Servicing, Loss Mitigation, Management, Leadership, Strategic Planning, Commercial Lending, Commercial Mortgages, Risk Management, Loan Origination, Small Business Lending, Retail Banking, Consumer Lending, Finance, Insurance, Credit Analysis
Education
San Diego State University-California State University
MBA, Finance
San Diego State University-California State University
BS, Business Administration, Management
Credit Acceptance Corporation September 2013 - Present
Exeter Finance Corp July 2012 - July 2013
Credit Acceptance Corporation NASDAQ November 2007 - June 2012
Wells Fargo October 2005 - October 2007
Wells Fargo Auto Finance October 2005 - October 2007
Xerox June 2000 - October 2005
Xerox June 2000 - October 2005
Mossy Ford and Norco Mitsubishi June 1996 - March 2000
Skills
Sales Process, Credit, Sales, Leadership, Training, Sales Management, Profit, Credit Analysis, Customer Satisfaction, Loans, Underwriting, Customer Retention, Credit Risk, New Business Development, Team Building, Selling, Account Management, Finance, Automotive, B2B, Forecasting, Negotiation, Automobile, Dealers, Banking, Business Development, Business Planning, CRM, Call Centers, Coaching, Cold Calling, Competitive Analysis, Consumer Lending, Executive Management, Loss Mitigation, Management, Operations Management, Pricing, Process Improvement, Relationship Management, Sales Operations, Risk Management, Sales Presentations, Vehicles
Education
San Diego State University 1987 — 1993
Bachelor of Arts (BA), Social Sciences
San Diego State University 1987 — 1993
Bachelor of Arts, Social Sciences
San Diego State University-California State University 1987 — 1993
BA, Social Sciences
San Diego State University-California State University 1987 — 1993
Education Graduate Program, Education
Longfellow Investment Management Co. August 2015 - Present
BofI Federal Bank December 2014 - July 2015
San Diego State University August 2014 - December 2014
Teachscape March 2014 - May 2014
Wells Fargo August 2013 - February 2014
Glass, Lewis & Co. February 2013 - June 2013
United Nations International Fund for Agricultural Development February 2012 - August 2012
Banana Associates Investment Club March 2009 - June 2010
Grossman Financial Management June 2009 - September 2009
California YMCA Youth and Government September 2006 - December 2008
Skills
Fixed Income, Finance, Investments, Research, Corporate Finance, Econometrics, Statistics, Accounting, Corporate Governance, Excel, Derivatives, VBA, Word, PowerPoint, R, Stata, Financial Statement..., Visual Basic, SQL
Education
Trinity College, Dublin
Master of Science, Finance
University of California, Santa Cruz
Bachelor of Arts, Economics
San Diego State University-California State University
Information Systems
Intacct Corporation January 2015 - Present
Intacct Corporation September 2013 - December 2014
Intacct Corporation December 2012 - August 2013
Wells Fargo October 2011 - July 2012
Wells Fargo August 2010 - October 2011
Wells Fargo Financial March 2009 - August 2010
Education
San Diego State University-California State University
BS
Brandes Investment Partners 2009 - 2013
Brandes Investment Partners 2002 - 2009
Brandes Investment Partners 1999 - 2002
Advance Network, Inc. April 1998 - February 2001
Small Business Development and International Trade Center January 1999 - September 1999
American General Financial (Formerly as AVCO Financial) December 1996 - January 1998
Wells Fargo September 1994 - December 1996
Skills
PowerPoint, Securities, Asset Managment, Portfolio Management, Value Investing, Asset Allocation, Financial Analysis, Equities, Investment Management, Investment Advisory, Financial Modeling, Budgets, Mutual Funds, Microsoft Excel, Microsoft Word, Business Analysis, Trading, Valuation, Visio, SharePoint, Investments, Separately Managed..., Quality Assurance, Data Analysis, Charles River IMS, Microsoft Office, ETFs, Asset Management, Investment Strategies, Access, Series 63, Fixed Income, Analysis, Rebalancing, Investment Portfolios, Mandarin, Wealth Management, Investor Relations, Finance, Financial Services, Process Improvement, Options, Management, Equity Trading, Due Diligence, Corporate Actions, Trading Systems, Bloomberg
Education
University of San Diego
International Master of Business Administration (I.M.B.A.), Management and Finance
San Diego State University-California State University
BA, International Economics
Lafayette High School
Wells Fargo April 2014 - Present
Charles Schwab November 2012 - April 2014
SEC Ventures December 2010 - September 2012
Wells Fargo June 2009 - December 2010
Charles Schwab August 2008 - January 2009
SEC Ventures May 2006 - May 2008
Charles Schwab & Co., Inc/Schwab Institutional March 2004 - December 2005
Charles Schwab & Co. Inc./Product Development January 1998 - January 2002
Charles Schwab & Co., Inc./Product Development January 1997 - January 1998
Skills
Agile Methodologies, SDLC, Software Development, Software Project..., Business Analysis, Agile Project Management, Requirements Analysis, Business Requirements, Requirements Gathering, PMO, Project Management, Product Management, Waterfall
Education
San Diego State University
Bachelor of Science - Business
Wells Fargo April 2012 - Present
Short Systems Solutions February 2004 - Present
Wells Fargo May 2005 - April 2012
Skills
Software Documentation, Troubleshooting, System Administration, Servers, Data Center, Management, Operating Systems, Technical Support, Networking, Windows, Software Installation, Analysis, Training, SharePoint
Education
San Diego State University-California State University 1971 — 1976
Bachelor of Science (BS), Genetics
Appleton Sr. High, Appleton, WI 1963 — 1967
Science, Math
Apple August 2010 - Present
Wells Fargo June 2008 - June 2010
Skills
Social Media, Social Networking, OS X, Microsoft Office, Mac, Leadership, iWork, Customer Service, Retail, Sales, Training, Teamwork, Team Leadership, Recruiting, Store Management, Driving Results, Team Building, Kronos, Visual Merchandising, Time Management, iOS, Retail Sales, Customer Experience, Keynote, iLife, People Development, Hiring, Employee Training, Event Planning, Strategic Thinking, Store Operations, Inventory Management, iPad, Product Knowledge, New Hire Training, Action Oriented, Leadership Development
Education
San Diego State University-California State University 2004 — 2008
Bachelor of Science (BS), Financial Planning and Services
First Bank January 2012 - Present
First Bank October 2003 - Present
Bank of the West April 1994 - October 2003
Wells Fargo 1984 - 1989
Skills
Financial Analysis, Banking, Executive Management, Commercial Banking, Loans, Commercial Lending, Investments, Strategic Financial..., Corporate Finance, Finance, Risk Management, Sales, Lines Of Credit, Mergers, Financial Services, Cash Management, Strategic Planning, Middle Market, Mergers & Acquisitions, Financial Reporting, Small Business Lending, Credit, Team Building, Portfolio Management, Financial Modeling, Management, Treasury Management, Due Diligence, Leadership
Education
San Diego State University-California State University 1989 — 1992
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Comerica Bank August 2012 - March 2013
Colonial Life November 2011 - January 2013
NTA Life January 2006 - January 2012
U.S. Bank January 2007 - January 2008
Bank of America January 1998 - January 2007
Wells Fargo January 1995 - January 1998
Auto Trader January 1989 - January 1995
Skills
Life & Health Insurance..., Sales Management, Insurance, New Business Development, Account Management, Customer Service, Sales, Negotiation, Strategic Planning, Team Building, General Insurance, Marketing Strategy, Direct Sales
Education
San Diego State University-California State University 1988 — 1994
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Delano High School
Wells Fargo March 2007 - Present
Papyrus 2000 - 2007
Skills
SQL, Spring, XML, Databases, JavaScript, Java Enterprise Edition, HTML, Hibernate, Web Services, Microsoft SQL Server, Java, MySQL, AJAX
Education
San Diego State University-California State University 1979 — 1981
BA Computer Science, Mathematics and Computer Science
Wells Fargo July 2009 - Present
Wells Fargo March 2006 - July 2009
Wells Fargo August 2003 - March 2006
Providian Financial November 1991 - July 2003
Skills
Banking, Business Analysis, Credit, Enterprise Risk..., Financial Risk, Financial Services, Operational Risk, Operational Risk..., Risk Management, Vendor Management, Fraud
Education
San Diego State University-California State University
MBA
Syracuse University
BA, International Relations
Blue Shield of California March 2006 - Present
Blue Shield of California February 2006 - Present
SureWest Communications February 2005 - March 2006
Fujitsu Computer Products of America June 2000 - March 2005
Fujitsu 2001 - 2005
Wells Fargo January 1997 - January 1999
Skills
Forecasting, Budgeting, Financial Analysis, Strategic Planning, Microsoft Office, Budgets, Reporting automation, Process Improvement, Analytics, Business Analysis, Automation, Team Leadership, Accounting, Business Process..., Risk Management, Cross-functional Team...
Education
San Diego State University-California State University
Acumen Solutions July 2012 - Present
Esri July 2015 - Present
AAA NCNU October 2012 - June 2015
Wells Fargo December 2008 - July 2012
Wells Fargo December 2005 - December 2008
KTVU January 2005 - December 2005
Elle Lui Salon, Inc. April 2002 - 2005
Skills
Customer Service, Salesforce.com, Business Analysis, Management, Technical Support, Agile Methodologies, Marketing, Event Planning, System Administration, Software Documentation, Microsoft Office, Salesforce.com System..., Social Media Marketing, Experienced Business..., Microsoft Excel, CRM Integration, Instructor-led Training, Microsoft Word, Salesforce Training, Sales Logix, Mac OS X, Mac OS, Communication, System Testing, System Design, UAT Testing, System Configuration, Piers, OneSource, Apex Data Loader, PowerPoint development, Windows XP Pro, JIRA, Atlassian JIRA, Salesforce.com..., System Integration..., UAT coordination, ARIA, VersionOne, Jigsaw
Education
San Francisco State University 2003 — 2005
Bachelor's degree in Radio and Television, Broadcast Electronic Communication Arts, cum laude
San Diego State University-California State University 2001 — 2003
Bachelor's degree, Communication
Casa Grande High 1997 — 2001
Wells Fargo February 2014 - Present
Xerox November 2012 - February 2014
Mitel May 2011 - July 2012
Wageworks 2010 - 2011
TriWest Healthcare March 2009 - June 2010
Road Machinery LLC (A Mitsui Company). December 2007 - December 2009
Robert Half International 2008 - 2009
Global Entertainment Corporation, Phoenix, AZ April 2007 - December 2007
CVS Caremark Corporation January 2005 - April 2007
Jefferson Wells March 2003 - January 2005
Skills
Hyperion Enterprise, SAP, Cognos, Access, Microsoft Excel, Oracle, Sarbanes-Oxley Act, Internal Controls, Sarbanes-Oxley, Accounting, Financial Analysis, Process Improvement, Auditing, Internal Audit, Managerial Finance, IT Audit, Forecasting, SEC filings, Revenue Recognition, Variance Analysis, Payroll, Finance, Accounts Payable, Budgets, External Audit, CPA, Tax, Financial Forecasting, Accruals, Cost Accounting, Financial Reporting, Hyperion
Education
CA State Board of Accountancy 2005 — 2005
CPA, Accounting License #91406
University of San Diego 1988 — 1991
MBA, Accounting
San Diego State University-California State University 1984 — 1987
BS Finance, Finance
Wells Fargo Bank Learning and Sales Development ConsultantWells Fargo1978 - Present
Wells Fargo 1991 - 2005
Education
San Diego State University-California State University 1966 — 1972
BA, Elem Ed/ Fine Arts
THD Equity, Inc July 2006 - Present
THD Credit Consulting May 2006 - Present
Wells Fargo July 2008 - May 2010
National City Mortgage January 2001 - July 2007
Skills
Credit, Loans, Mortgage Lending, Finance, Debt Settlement, Mortgage Underwriting, Customer Service, Marketing Strategy, Microsoft Office, Sales Management, Accounting, Mortgage Banking
Education
San Diego State University-California State University 1989 — 1991
Morgan Stanley Smith Barney 2009 - Present
Deutsche Bank May 2004 - September 2005
Wells Fargo October 2001 - September 2005
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Finance
San Diego State University-California State University 2000 — 2004
MS, taxation and financial planning
University of Washington 1995 — 2000
BA, Political Science
Axway September 2011 - Present
Wells Fargo November 2009 - September 2011
DHL Express May 2008 - July 2010
Tek Systems November 2009 - June 2010
DHL Express 2007 - 2008
Motorola 1999 - 2007
Skills
SDLC, Business Analysis, Software Project..., Vendor Management, Visio, EDI, Process Improvement, Integration, Requirements Analysis, Agile Methodologies, PMP, Project Management, Systems Analysis, Program Management, Business Intelligence, Business Process, Enterprise Architecture, IT Management, Requirements Gathering, Six Sigma
Education
San Diego State University-California State University 1984 — 1989
BS
Nike January 2014 - Present
Erin Elizabeth Photography September 2013 - Present
Nike September 2012 - January 2014
Nike October 2009 - September 2012
Callaway Golf November 2005 - October 2009
Wells Fargo January 2005 - November 2005
Skills
Marketing, Team Leadership, Retail, Customer Service, Merchandising, Sales, SAP, Visual Merchandising, Inventory Management, Account Management, Pricing, Customer Retention, Sports Marketing, Microsoft Excel, Supply Chain Management, Sales Management, Employee Training, Time Management
Education
San Diego State University-California State University 1999 — 2004
Business Administration, Marketing
Eberhard-Karls-Universität Tübingen / University of Tuebingen 2002 — 2003
German Language and Literature, German History, Global Marketing
Pacific Gas and Electric Company March 2015 - Present
Pacific Gas and Electric Company January 2014 - March 2015
Pacific Gas and Electric Company January 2013 - January 2014
Ashurst March 2011 - March 2012
Wells Fargo February 2010 - February 2011
SDSU Associated Students Finance Board August 2007 - May 2009
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Outlook, Financial Reporting, Microsoft Word, Teamwork, Data Analysis, Team Leadership, Vlookup, Sumif, SAP BW, SAP R/3, Accounting, Finance, Leadership, Management, Analysis, Budgets, Customer Service
Education
San Diego State University-California State University 2005 — 2009
Business Administration, Finance
Wells Fargo January 2013 - Present
Wells Fargo January 2012 - January 2013
Wells Fargo May 2011 - May 2012
Wells Fargo January 2011 - June 2011
Wells Fargo January 2006 - January 2011
London First August 2005 - December 2005
Skills
Wealth Management, Banking, Cash Management, Commercial Banking, Strategic Planning
Education
San Diego State University-California State University 2003 — 2007
Finance
JPMorgan Chase June 2013 - Present
Comerica Bank 2006 - June 2013
Wells Fargo 2000 - 2006
Skills
Commercial Lending, Loans, Credit, Small Business Lending, Banking
Education
San Diego State University-California State University 2002 — 2004
Bachelor of Science, Business Management
Wells Fargo
Skills
Securities, AML, Financial Services, Alternative Investments, Financial Risk, Risk Management, Asset Management
Education
San Diego State University-California State University 1983 — 1988
BS, Finance
AirEvac International November 2014 - Present
JAS Forwarding Worldwide January 2013 - September 2014
Fedex Trade Networks September 2007 - January 2013
Wells Fargo January 2005 - January 2007
Skills
Freight Forwarding, Customs Regulations, Supply Chain, Ocean Freight, Customs Brokerage, Forwarding, Logistics, Transportation, Freight, Air Freight, Management, Business Development, Supply Chain Management, Teamwork, LTL, International Logistics, Sales, Ocean, Truckload, Customs Broker License, Contract Negotiation, Team Building, Medical Aviation, Operations Management
Education
University of San Diego 2011 — 2013
Masters, Business Administration
San Diego State University-California State University 2003 — 2005
Bachelors in Arts and Letters, Dual Degree in International Business
Wells Fargo December 2009 - Present
Park Nicollet April 2007 - March 2009
HTI October 2005 - April 2007
SAIC September 1988 - September 2005
Education
San Diego State University-California State University 1979 — 1982
MA, Instructional Design
University of Minnesota-Twin Cities 1975 — 1978
BA, Communications
Whittier School November 2014 - Present
24 Hour Fitness January 1996 - Present
Porter Elementary December 2013 - October 2014
San Diego Unified School District - Mira Mesa High School December 2009 - December 2013
Wells Fargo August 2002 - September 2009
Maly's of California March 1999 - August 2002
Catamaran Resort Hotel & Spa February 1998 - August 1999
Bahia Resort Hotel March 1997 - February 1998
Loews Hotels August 1996 - March 1997
Skills
Personal Training, Strength Training, Fitness, Fitness Training, Customer Service, Exercise Physiology, Wellness, Yoga, Sales Management, Pilates, Functional Training, Athletics, Wellness Coaching, Weight Training, Nutrition, Cpr Certified, Sports Nutrition, Weight, Cardio, Certified Group..., Teaching, Social Networking, Fitness Instruction
Education
National University 2011 — 2014
Credential, Special Education (Moderate/Severe)
San Diego State University-California State University 1992 — 1997
BS, Hotel, Travel and Tourism Management
Marin Catholic 1988 — 1992
JPMorgan Chase & Co. February 2013 - Present
Citigroup October 2006 - February 2013
Wells Fargo October 2001 - September 2006
Skills
Credit, Loans, Credit Analysis, Commercial Lending, Small Business Lending, Commercial Mortgages, Commercial Banking, Mortgage Lending, Consumer Lending, Lines Of Credit, Loan Origination, Banking, Building Customer..., Retail Banking, Customer Satisfaction, Customer Service
Education
San Diego State University-California State University 2001 — 2006
BS - Business Admin, Marketing
Wells Fargo September 2013 - Present
Opsol Integrators Inc May 2009 - September 2013
Wells Fargo Bank August 1996 - December 2001
Skills
Business Analysis
Education
San Diego State University-California State University
Business Administration, Marketing
First Citizens Bank February 2003 - Present
Bank of America January 1996 - February 2003
Wells Fargo February 1989 - January 1996
Skills
Small Business Lending, Commercial Mortgages, Commercial Banking, Loans, Credit, Underwriting, Banking, Commercial Lending, Investments, Commercial Real Estate, Mortgage Lending, Credit Analysis, Construction Loans, Lines Of Credit, Financial Structuring, Credit Risk, Refinance, SBA, Loan Origination, Consumer Lending, Real Estate Economics, Mortgage Banking, Real Estate Financing, Treasury Management, Asset Based Lending, Portfolio Management
Education
San Diego State University-California State University
MBA
University of California, Santa Barbara
BA
Wells Fargo August 2014 - Present
Aries Consulting, LLC December 2012 - July 2014
Towers Watson September 2008 - December 2012
Wells Fargo May 2002 - December 2004
Skills
Employee Benefits, Defined Benefit, Financial Services, Pensions, Retirement
Education
San Diego State University-California State University 1989 — 1991
BA, Mathematics
Bioneer Inc. November 2012 - Present
Wells Fargo July 2010 - May 2012
Blockbuster June 2006 - January 2010
Walmart June 2004 - June 2006
Skills
Advertising, Direct Marketing, Marketing, Microsoft Excel, Microsoft Word, PowerPoint
Education
San Diego State University-California State University 1999 — 2003
Bachelor of Science (BS), Business Administration and Marketing
Logix Federal Credit Union November 2013 - Present
Wells Fargo November 2012 - September 2013
Bank of America December 2011 - June 2012
Citibank 2006 - 2006
Skills
Finance, Economics, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Outlook, Strategic Planning, Business Strategy, Team Building, Spanish, Business Intelligence, Valuation, Banking, Windows, Risk Management, Due Diligence, Technical Analysis, Loans, Credit Analysis, Analysis, Team Leadership, Financial Reporting
Education
San Diego State University-California State University 2008 — 2011
Bachelor of Science (BS), Finance
Evoke - Your Migraine & Pain Solution 2012 - Present
Wells Fargo 2003 - 2008
Merrill Lynch 2000 - 2002
Skills
Wellness, Pain Management, Chiropractic, Healing, Neck Pain, Healthcare, Headaches, Public Speaking, Yoga, Spine, Strength Training, Sports, Back Pain, Stretching, Chronic Pain, Sciatica, Fitness, Chronic Illness, Alternative Medicine, Upper Cervical, Nutritional Counseling, Personal Training, Rehabilitation, X-ray, Corporations, Fitness Training, Holistic Health, Supplements, Fibromyalgia, Nutrition, Wellness Coaching, Small Business, Lifestyle, NUCCA, Health, Upper Cervical..., Carpal Tunnel Syndrome, Scoliosis
Education
Life Chiropractic college west 2008 — 2011
Doctor of Chiropractic, NUCCA Upper Cervical
San Diego State University-California State University 1996 — 2000
BS, Finance
Lincoln HS 1990 — 1993
Wells Fargo 2011 - Present
Wells Fargo 2010 - 2011
Wells Fargo Financial 2005 - 2010
Wells Fargo Financial 2003 - 2005
Wells Fargo Financial 1993 - 2003
Education
San Diego State University-California State University 1986 — 1990
BA, Economics
Gaslamp Insurance March 2014 - Present
Wells Fargo August 2013 - January 2014
Karl Strauss Brewing Company January 2013 - August 2013
San Diego State University August 2011 - May 2013
SDSU VITA January 2013 - April 2013
LPL Financial September 2012 - December 2012
SDSCA Refereeing April 2009 - August 2009
Skills
Event Management, Social Media, Sports, Event Planning, Public Speaking, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Social Networking, Social Media Marketing, Facebook, Marketing Communications, Customer Service
Education
San Diego State University-California State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Financial Services
Wells Fargo 2010 - Present
Skills
Loans, Consumer Lending, Banking, Credit, Small Business Lending, Mortgage Lending, Lines Of Credit, Commercial Lending, Credit Analysis, Loan Origination, Commercial Banking, Retail Banking, Cross Selling, Mortgage Banking, Series 7, Home Equity Lines of..., Series 63, Deposits, Uniform Combined State..., Financial Analysis
Education
San Diego State University-California State University
Master's degree
University of California, Santa Barbara
The Whiskey Girl October 2010 - Present
Wells Fargo May 2008 - October 2009
Skills
State of California..., Proficient in use of..., Sales, Customer Service, Microsoft Excel, Banking, Microsoft Office, Financial Analysis, Finance, Microsoft Word, Leadership, Credit
Education
San Diego State University-California State University 2010 — 2012
Bachelor's Degree, Accounting and Business/Management
Wells Fargo July 2008 - March 2011
Education
San Diego State University-California State University 2004 — 2008
Business Mgmnt and Graphic Design
Wells Fargo April 2009 - Present
Skills
Mortgage Lending, Loans, Credit, Consumer Lending, Microsoft Office, Banking, Social Networking, Marketing Strategy, Marketing Communications, Social Media, Outlook, Financial Analysis, Email Marketing, Microsoft Word
Education
San Diego State University-California State University 2007 — 2011
Marketing
Wells Fargo May 1987 - Present
Skills
Loans, Loan Origination, Technical Documentation, Document Review, Legal Documents, Negotiation, Commercial Real Estate, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Teamwork, Team Management, Budget Monitoring, Title Insurance, Management, Public Speaking, Time Management, Quality Assurance, Youth Mentoring, Teaching, Early Childhood..., Child Advocacy, Animal Welfare, Animal Rights
Education
San Diego State University-California State University 1975 — 1979
Bachelor's degree, Child Development, Honor Roll
Wells Fargo Capital Finance June 2015 - Present
Wells Fargo Capital Finance April 2014 - June 2015
Wells Fargo March 2012 - April 2014
Skills
Consumer Lending, Credit, Small Business Lending, Commercial Lending, Retail Banking, Loans, Credit Analysis, Mortgage Lending, Financial Analysis, Microsoft Office, Customer Service, Finance
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Science (BS) Business - Finance, Accounting and Finance
Law Firm of Abrams & Deeley May 2014 - Present
Law Office of Bruce M. Abrams December 2012 - May 2014
San Diego County Public Defender June 2011 - April 2012
Housing Opportunities Collaborative September 2010 - November 2010
Wells Fargo May 2008 - August 2009
Skills
Courts, Trials, Hearings, Research, Legal Writing, Legal Research, Westlaw, Litigation, Criminal Law, Microsoft Office, Public Speaking, PowerPoint, Customer Service, Microsoft Word, Outlook
Education
Thomas Jefferson School of Law 2009 — 2012
Doctor of Law (J.D.)
San Diego State University-California State University 2004 — 2009
Bachelor of Science (BS), Criminal Justice; Minor in Philosophy
Orange County School of the Arts August 2013 - Present
University High School September 2012 - June 2013
McFadden Intermediate School August 2011 - June 2012
Godinez Fundamental High School August 2010 - June 2011
High Tide Tutoring August 2009 - June 2010
Wells Fargo August 2007 - August 2009
Skills
Microsoft Excel, Banking, PowerPoint, Public Speaking, Teaching, Customer Service
Education
UCI 2010 — 2011
Master of Arts (M.A.), Secondary Education and Teaching
San Diego State University-California State University 2006 — 2010
Bachelor of Arts (B.A.), Mathematics
PHH Mortgage March 1998 - Present
Wells Fargo 1990 - 1998
Skills
Business Analysis, Credit Analysis, Credit Risk, FHA, Financial Services, Portfolio Management, Refinance, Sales Management, Underwriting, Finance, Leadership, Mortgage Underwriting, Mortgage Banking, Residential Mortgages, Mortgage Lending, Banking, Loan Origination, Loans, Credit, Risk Management
Education
San Diego State University-California State University
Bachelor's degree, Business Administration and Management, General
Stonegate Mortgage December 2013 - Present
Stearns Lending October 2013 - Present
Nationstar Mortgage October 2012 - October 2013
Wells Fargo 2007 - 2012
North American Mortgage 2001 - 2007
Skills
Mortgage Lending, Loan Origination, Mortgage Banking, Credit, FHA, Credit Analysis, Banking, Loans, Underwriting, Refinance, Financial Risk, Residential Mortgages, VA loans, USDA, Reverse Mortgages, FHA financing, FHA Financing, VA Loans
Education
San Diego State University-California State University 1996 — 2000
Bachelor of Science (BS), Finance and Financial Management Services
sdsu 1996 — 1999
Bachelor's degree, Finance and Financial Management Services
Central Valley Community Bank March 2015 - Present
Union Bank February 2012 - March 2015
Wells Fargo October 2011 - February 2012
Wells Fargo March 2010 - October 2011
Skills
Banking, Customer-facing, Business-minded, Finance, Credit, Loans, Commercial Banking, Credit Analysis, Retail Banking, Commercial Lending
Education
San Diego State University-California State University
Physical Sciences
West Hills College Lemoore
Associates of Science, Physical Sciences
Baja Supplements November 2014 - Present
Wells Fargo May 2008 - Present
Skills
Retirement Planning, Loans, Wealth Management, Retail Banking, Investments, Series 63, Series 7
Education
San Diego State University-California State University
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
JT2 Integrated Resources August 2014 - Present
San Diego Police Department August 2001 - March 2005
Bally Total Fitness June 2001 - March 2002
GMAC Mortgage September 1998 - May 2001
San Diego State University August 1999 - December 1999
Wells Fargo August 1997 - September 1998
Fiserv November 1996 - August 1997
Skills
Cpr Certified, Wellness, Nutrition, Data Entry, Vital Signs, BLS, Medical Terminology, Microsoft Office, Healthcare, Nursing, Patient Safety, Health Education, Windows, PowerPoint, Microsoft Word, Clinical Research, Patient Education, EKG, Patient Advocacy, CPR Certified
Education
Contra Costa College 2010 — 2014
Registered Nursing/Registered Nurse
San Diego State University-California State University 1996 — 2000
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Wells Fargo March 2010 - Present
Skills
Loans, Credit, Banking, Mortgage Lending, Credit Analysis, Commercial Banking, Portfolio Management, Commercial Lending, Small Business Lending, Loan Origination, Retail Banking, Consumer Lending
Education
San Diego State University-California State University 2004 — 2007
Bachelor's Degree, Economics
Wells Fargo September 2008 - Present
Citi September 2003 - September 2008
Skills
Commercial Banking, Business Relationship..., Relationship Management, Portfolio Management, Credit, Banking, Loans, Credit Analysis, Commercial Lending
Education
San Diego State University-California State University 1995 — 2000
Bachelor's degree, International Economics
The Bank of Oswego May 2005 - Present
The Bank of Oswego May 2005 - March 2014
Western Bank/ Washington Mutual February 1998 - February 2004
Wells Fargo September 1996 - February 1998
Skills
Management, Microsoft Word, Organized, Customer Service, ability to prioritize, Teller and Branch..., proficient with banking..., varied loan operations...
Education
San Diego State University-California State University
2+ years of college, General studies / elementary education
Wells Fargo August 2014 - Present
Wells Fargo May 2013 - August 2014
Wells Fargo September 2012 - May 2013
Regal Entertainment Group September 2011 - September 2012
Skills
Work Autonomously, Close Attention to..., Highly Reliable, Creative Writing, Writing, Financial Analysis, Learning Quickly, Building Relationships, Direct Sales, Operations Management, Customer Satisfaction
Education
San Diego State University-California State University 2006 — 2010
BS, Business Administration and Management, General
Wells Fargo October 1997 - Present
Skills
Process Improvement, Microsoft Excel
Education
San Diego State University-California State University 1987 — 1989
General Ed
Wells Fargo February 2015 - Present
California Coast Credit Union March 2013 - February 2015
Wells Fargo August 2009 - February 2013
Education
San Diego State University-California State University 2005 — 2009
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Wells Fargo June 2014 - Present
Education
San Diego State University-California State University 2012 — 2014
Bachelor's degree, Financial Planning and Services