Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Salaries. You can even request information on how much does Wells Fargo pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo directly from the past employees.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Wells Fargo January 2012 - Present
Hertz July 2011 - January 2012
Infinitel February 2009 - May 2011
Skills
Graduate Recruitment, Finance, Mandarin, Microsoft Excel, Financial Analysis, PowerPoint, Customer Service, Microsoft Office, Resume Writing, Banking, Investments, Loans, Mortgage Lending, Marketing, Sales
Education
San Francisco State University 2007 — 2011
B.S, Finance
San Francisco State University 2007 — 2011
Bachelor of Science, corporate finance
Wells Fargo September 2013 - Present
Wells Fargo January 2005 - September 2013
Skills
Mortgage Lending, Banking, Financial Services, Retail Banking, Loans, Credit, Mortgage Banking, Loan Origination, Consumer Lending, Retirement Planning, Cross Selling, Training, Coaching, Training Delivery, Employee Training, Leadership Development, Recruiting, Management, Customer Service, Sales, Relationship Management
Education
San Francisco State University
Kal Krishnan Consulting Services, Inc. January 2014 - Present
Wells Fargo September 2013 - January 2014
Walmart July 2010 - September 2013
Alpha Phi Omega National Service Fraternity January 2013 - June 2013
BART 2012 - 2012
Skills
Power Systems, Engineer estimates, Single Line Diagrams, Data Entry, C++, Microsoft Excel, Microsoft Office, Matlab, Research, Phone Etiquette, Time Management, Inventory Management, Microsoft Word, PowerPoint, Customer Satisfaction
Education
San Francisco State University 2008 — 2013
Bachelor of Science (BS), Electrical Engineering
San Francisco State University 2008 — 2013
BS Electrical e, Electrical and Electronics Engineering
Wells Fargo July 2010 - Present
Wells Fargo August 2005 - July 2010
Wells Fargo September 2004 - August 2005
J.Crew July 2002 - September 2004
United States Marine Corps July 1995 - April 2002
Skills
Process Improvement, Customer Service, Project Management, Team Building, Account Management, Microsoft Excel, Operations Management, Cross-functional Team...
Education
San Francisco State University
Performance Plus Engineering, Inc. October 2013 - Present
The Sales Machine November 2013 - Present
Connect Merchant Payment Services 2008 - 2013
Wells Fargo 2006 - 2008
First Data Corporation 2001 - 2006
First National Bank of Omaha 2001 - 2003
American Express 1991 - 2001
Skills
Contract Negotiation, Merchant Services, Statement Analysis, New Business Development, Sales Process, Direct Sales, Enterprise Solution..., Mobile Phone Apps, Hunter, Exceed Sales Goals, Solution Selling, Collaboration, Collaborative Problem..., EMV, CNP, Middle Market, Small Business Marketing, Territory..., Payment Card Processing, Investments, Financial Analysis, Leadership, Business Development, Management, Salesforce.com, Sales, Sales Management, Payments, Strategic Partnerships, Marketing
Education
San Francisco State University
Bachelor's Degree, Business Administration and Management, General
Datahug October 2014 - Present
Wells Fargo September 2012 - October 2014
Wells Fargo June 2012 - August 2012
Joie de Vivre Hospitality April 2011 - August 2012
Skills
Sales, Microsoft Excel, Financial Analysis, Access, Data Analysis, Finance, Leadership, Microsoft Word, Public Speaking, PowerPoint, Budgets, Customer Service, Microsoft Office, Strategic Planning, Outlook, Event Planning, Team Leadership, Team Building, Teamwork, Social Media Marketing, Research, Social Networking, Marketing, QuickBooks, Project Management, Time Management, Social Media, Event Management, Essbase, CRM, Salesforce.com
Education
San Francisco State University 2010 — 2012
Business Administration, Finance
Santa Barbara City College 2007 — 2009
Entrepreneurship
Sonic.net, inc. May 2013 - Present
Wells Fargo December 2007 - May 2013
Skills
Telecommunications, Start-ups, Customer Service, Account Management, Salesforce.com, Networking, Direct Sales, Sales Operations, Sales Process, Managed Services, Selling, Mobile Devices, Solution Selling, VoIP, SaaS, Sales
Education
San Francisco State University 2005 — 2007
Bachelor’s Degree, Film/Cinema/Video Studies, Magna Cum Laude
Wells Fargo October 2012 - Present
Wells Fargo Bank 2012 - 2015
RSF Social Finance August 2011 - March 2012
RSF Social Finance August 2011 - March 2012
Rock and Rain March 2011 - July 2011
Duane Morris LLP August 2009 - February 2011
Gordon & Rees LLP March 2007 - August 2009
Education
University of San Francisco 2013 — 2014
Bachelor of Science Management (BSM) In the School of Management, Public & Non-Profit Administration, 3.89
City College of San Francisco 2008 — 2012
Associate in Science Social and Behavioral Sciences, Liberal Arts & California Real Estate, Higher Honors
San Francisco State University
ABA Paralegal Certificate, Business
California Notary Commission
Wells Fargo October 2006 - Present
Wells Fargo June 1999 - September 2006
Wells Fargo February 1992 - May 1999
Skills
Project Management, Event Management, Business Process Design, College Recruiting, Recruiting, Behavioral Interviewing, Event Planning, Choral Conducting
Education
San Francisco State University 1977 — 1981
Bachelor of Arts (BA), Vocal Performance
Wells Fargo March 2014 - Present
Wells Fargo Bank October 2007 - Present
Wells Fargo Bank June 2006 - October 2007
Concord May 2005 - June 2006
Skills
Training, Employee Training, Retail, Team Management, Banking, Coaching, Customer Experience, Change Management, Performance Management, Leadership Development, Customer Service, Project Management, Leadership
Education
San Francisco State University 2004 — 2006
Bachelor of Arts, English, minor in Marketing
Mira Law Group February 2015 - Present
Johnson & McDermed, LLP August 2014 - November 2014
Moot Court Board, University of San Francisco School of Law May 2013 - May 2014
Law Office of Waukeen McCoy January 2014 - April 2014
University of San Francisco December 2013 - April 2014
Professor Shalanda Baker May 2013 - November 2013
Equal Justice Society January 2013 - May 2013
Greenpeace India June 2012 - July 2012
Global Justice Advocacy Project, University of San Francisco School of Law September 2011 - December 2011
Wells Fargo February 2006 - July 2011
Skills
Legal Research, Oral Arguments, International Law, Eating, Social Skills, International..., Human Rights, Westlaw, International Relations, Nonprofits, Courts
Education
University of San Francisco School of Law 2011 — 2014
Juris Doctor
San Francisco State University 2005 — 2010
Bachelor of Arts (B.A.), cum laude, International Relations and Affairs
Citadel RE & Investments LLC October 2013 - Present
Bank of America June 2011 - October 2013
United Commercial Bank Limited March 2009 - March 2011
Wells Fargo May 2005 - October 2008
Computer Gate International Co. June 1999 - June 2001
California Bank & Trust October 1996 - June 1999
Skills
Business Development, Retail Banking, Small Business Lending, Management, Small Business, Banking, Credit, Mortgage Lending, Commercial Lending, Finance, Commercial Banking, Investments, Risk Management, Relationship Management, Sales, Consumer Lending, Real Estate, Financial Services, Customer Service
Education
San Francisco State University 2000 — 2006
Bachelor of Science (BS), Finance, General
Fremont Bank December 2012 - Present
Wells Fargo January 2010 - November 2012
Garda Cash Logistics March 2008 - January 2010
Clabo North America February 2007 - March 2008
Essex Credit ( Bank of the West) December 2004 - March 2007
Skills
Sales&Marketing, Sales Operations, Salesforce.com, Sales & Marketing..., Loans, Credit, Commercial Lending, Mortgage Lending, Retail Banking, Consumer Lending
Education
San Francisco State University 1997 — 1999
Business, Management, Marketing, and Related Support Services
San Francisco State University
Wells Fargo November 2005 - Present
Wells Fargo November 2005 - August 2011
Wells Fargo Bank November 2005 - August 2011
Union Bank of California September 2003 - November 2005
Bank of America November 2001 - September 2003
Skills
Customer Service, Sales, Entrepreneurship, Lines Of Credit, Loans, Banking, Credit Cards, Credit, Mortgage Lending, Risk Management
Education
San Francisco State University
San Francisco State University
Skyline Senior High School
High School Diploma
Banc of California May 2012 - Present
Wells Fargo March 2010 - May 2012
GS Cooper & Associates August 2009 - March 2010
CMG Mortgage November 1998 - August 2009
Skills
New Business Development, Customer Satisfaction, People Skills, Account Management, Retail, Salesforce.com, FHA, Direct Sales, Recruiting, Sales Management, Customer Service, Loan Origination, Mortgage Lending, Residential Mortgages, Customer Retention, Sales, Selling, Management, Refinance, Mortgage Banking, Mortgage Underwriting, Government Loans, Real Estate, Credit, Loans, Marketing, FHA financing, Underwriting, Certified Mortgage..., VA loans, Real Estate Financing, Reverse Mortgages, Small Business, USDA, Construction Loans, Investment Properties, First Time Home Buyers
Education
San Francisco State University 1992 — 1995
BA, Radio Television Broadcasting
Skyline College 1988 — 1992
Associate, Communication
Terra Nova High School 1984 — 1988
High School Diploma, General Education
Wells Fargo 2013 - December 2013
Vircon April 2013 - June 2013
Bank of America November 2011 - August 2012
Bank of America May 2009 - April 2011
Bank of America May 2008 - March 2009
Skills
Consumer Lending, Loans, Retail Banking, Cross Selling, Banking, Consulting, Deposits, SDLC, Recruiting, Lines Of Credit, CRM, Cash Management, Credit, Credit Analysis, Leadership, Mortgage Lending, Sales, Start-ups, Time Management, Finance, Customer Satisfaction, Customer Retention, Analytics
Education
San Francisco State University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
Wells Fargo 2006 - Present
Bank of America 1985 - 2005
Skills
Certified Regulatory..., Six Sigma Green Belt
Education
San Francisco State University
Bachelor of Science (BS), Marketing
Nana Wall Systems, Inc March 2015 - Present
Wells Fargo June 2010 - March 2015
Wells Fargo January 2006 - January 2010
Skills
Customer Service, Management, Sales, Banking, Customer Satisfaction, Time Management, Microsoft Office, Teamwork, Microsoft Excel, Sales Management, Process Improvement, Team Leadership, Loss Prevention, Leadership, Credit, Salesforce.com, Relationship Management, Coaching, Fraud Detection, Employee Training, Project Coordination, Lead Development
Education
San Francisco State University
Skyline College
Actively Seeking New Opportunities August 2014 - Present
Wells Fargo April 2010 - August 2014
Dr. John M. Neishi’s Optometrist Office June 1999 - November 2011
Wachovia Mortgage FSB April 2008 - April 2010
Wachovia Mortgage FSB June 2006 - March 2008
World Savings and Loans February 2004 - May 2006
World Savings and Loans June 2003 - February 2004
GAP Inc. November 2000 - March 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Real Estate Transactions, Home Equity Loans, Escrow, Real Estate Contracts, Mortgage Lending, Mortgage Servicing, Mortgage Marketing, Calyx Point, ALPS, MPOS, Rumba, Adobe Creative Suite, Coordinating Events, SharePoint, Visio, Optometry, Medical Records, Employee Training, Foreclosures, Deeds, Trust Deeds, Sales, Office Administration, Adobe Acrobat
Education
San Francisco State University 1998 — 2003
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
San Leandro High School 1995 — 1998
Wells Fargo July 2013 - Present
Skills
Merchandising, Customer Service, Sales, Retail, Visual Merchandising, Customer Satisfaction, Retail Sales, Time Management, Microsoft Excel, Microsoft Word, PowerPoint
Education
San Francisco State University 2005 — 2010
Bachelor's Degree, History
BlackRock August 2010 - Present
Wells Fargo July 2009 - August 2010
Union Bank of California May 2008 - November 2008
Skills
Bloomberg, Equities, Fixed Income, Financial Modeling, Valuation, Hedge Funds, Capital Markets, Derivatives, Investment Banking, Equity Research, Portfolio Management, Investments, Asset Management, Alternative Investments, Financial Analysis
Education
San Francisco State University 2005 — 2008
Finance, Finance, General
Wells Fargo October 2012 - Present
Skills
Quality Center, User Acceptance Testing, Test Planning, QTP, Software Quality..., Waterfall, Regression Testing, Test Cases, SDLC, Test Automation, System Testing, Defect Tracking, Quality Assurance, Business Requirements, Manual Testing
Education
San Francisco State University
Bank of Marin April 2011 - Present
Wells Fargo July 2009 - April 2011
Peet's Coffee & Tea August 2007 - July 2009
Camp Doodles June 2001 - August 2007
Skills
Financial Analysis, Commercial Real Estate..., Cash Flow Analysis, Debt Structure Analysis, Financial Statement..., Loan Documentation, Loan Underwriting, Loans, Commercial Banking, Small Business Lending, Banking, Cash Management, Loan Origination, Management
Education
San Francisco State University 2009 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
San Francisco State University 2006 — 2009
Bachelor's degree, Business Administration and Management, General
Tamalpais High 1999 — 2003
Wells Fargo September 2014 - Present
Wells Fargo August 2013 - September 2014
Wells Fargo May 2012 - August 2013
Wells Fargo March 2011 - May 2012
Skills
Financial Modeling, Accounting, Microsoft Excel, Financial Analysis, Financial Services, Project Management, Sales, Management, Portfolio Management
Education
San Francisco State University 2008 — 2012
Bachelor of Business Administration (BBA), Corporate Finance
University of Pennsylvania Museum of Archaeology and Anthropology August 2000 - Present
Wells Fargo 1998 - 2000
The University of Arizona 1993 - 1998
The Boston Athenaeum 1991 - 1991
Skills
Museum Collections, Art Handling, Museums, Museum Education, Art History, Cultural Heritage, History, Archaeology, Research, Exhibit Design, Archives, Digitization, Cataloging, Archival Research, Anthropology, Historical Research, Digital Preservation, Curating, Archival Processing, Metadata, Arts Administration, Historic Preservation, PastPerfect, Special Collections, Library, Art Exhibitions, Digital Humanities, Art, EAD, Material Culture, Oral History, Grant Writing, Raiser's Edge, Museum Planning, Conservation Issues, American History, Encoded Archival..., Digital Libraries, Academic Writing, Archival Preservation, Historical..., Preventive Conservation, Public History, Archival Description, FileMaker, Finding Aids
Education
San Francisco State University 1998 — 2004
MA, Museum Studies
University of Arizona 1992 — 1994
Bachelor of Arts (BA), Archeology, Anthropology, History
AAA Northern California, Nevada & Utah March 2010 - Present
AAA Northern California, Nevada & Utah August 2005 - March 2010
Eastwood Insurance Services Inc. December 1993 - July 2005
Liberty Auto Insurance Agency June 1991 - December 1993
Wells Fargo May 1989 - May 1991
Skills
Property & Casualty..., Insurance, Liability, Sales, General Insurance, Sales Management, Training, Underwriting, Umbrella Insurance, Team Building, Customer Retention, Leadership, Marketing, Management, Customer Service, Business Planning
Education
San Francisco State University 1997 — 2000
MBA, Management & Marketing
University of San Francisco 1986 — 1990
Bachleor of the Arts, Economics & Business
Transamerica 2013 - 2014
San Mateo County 2000 - 2014
Franklin Templeton Investments 1998 - 2000
Wells Fargo 1991 - 1998
Education
San Francisco State University
Bank of America July 2015 - Present
JPMorgan Chase June 2014 - July 2015
JPMorgan Chase January 2011 - June 2014
Wells Fargo September 2008 - January 2011
Education
San Francisco State University 2003 — 2008
Family and Consumer Sciences, and Asian American Studies
currently retired June 2014 - Present
wells fargo 2002 - 2012
Skills
Internet, Internet advertising,..., Social Media, Marketing, Microsoft Office, Social Media Marketing, Mobile Marketing, Digital Marketing, Customer Service, Leadership, Online Marketing, Public Speaking, Social Networking, Call center managment
Education
San Francisco State University
Economics
San Francisco State University
Economics
Wells Fargo May 2013 - Present
Lombardi Sports January 2010 - April 2013
Coldwell Banker Real Estate 2007 - 2009
Skills
Customer Service, Bilingual Proficiency, Computer-savvy, Professional..., Negotiation, Employee Training, Interpersonal..., Leadership, Microsoft Office, POS, Teamwork, Management, Retail, Sales, Microsoft Word, Cpr Certified, Event Planning, Outlook, Time Management, Microsoft Excel, Entrepreneurship, Marketing, PowerPoint, Team Building, Social Media, Data Entry, Accounting
Education
San Francisco State University 2010 — 2012
Bachelor of Science (B.S.)
Wells Fargo March 2013 - Present
JPMorgan Chase May 2012 - February 2013
Wells Fargo January 1998 - May 2012
Bank of America July 1997 - December 1997
US Bancorp December 1993 - March 1997
Skills
Agile Methodologies, SDLC, PeopleTools, PeopleSoft, SQL, Data Warehousing, Requirements Analysis, Unix, Integration, Oracle, Visio, Requirements Gathering, XML, Business Analysis
Education
San Francisco State University 1993 — 1995
Bachelor of Science, Computer Science
Wells Fargo October 2011 - Present
Taproot Foundation 2006 - Present
Wells Fargo February 2007 - October 2011
Explore Creative January 2006 - December 2006
Skills
Iconography, User-centered Design, Mobile Design, User Interface Design, Experience Design, Design Strategy, Brand Strategy &..., Creative Direction, Information Design, Marketing, Identity, Web Design, Usability, Iterative Design, Prototyping, Vector Illustration, Competitive Analysis, Photo Manipulation /..., User Experience, Visual Design
Education
San Francisco State University
none, Information & Interaction Design
San Jose State University 2001 — 2004
BA, Graphic Design
Mendocino Community High School 1995 — 1999
High School Diploma
Pacific Realty Partners, Inc. March 2011 - Present
Bank of America August 2007 - November 2010
Wells Fargo 2001 - 2002
Skills
Mortgage Lending, Refinance, Mortgage Banking, Real Estate Transactions, Commercial Real Estate, REO, Short Sales, Referrals, Loss Mitigation, Sellers, Foreclosures, First Time Home Buyers, Investment Properties, FHA, Real Estate, Investors, VA Loans
Education
San Francisco State University
Bachlor's, Finance and Banking
Control4 February 2013 - Present
Control4 February 2013 - Present
Limos.com September 2011 - October 2012
Apple February 2011 - April 2011
Walmart eCommerce May 2010 - February 2011
Wells Fargo January 2010 - March 2010
myself September 2009 - January 2010
Apple April 2007 - September 2009
Ubermind Inc. February 2005 - February 2007
Lawrence Berkeley National Laboratory August 2000 - February 2002
Skills
Objective-C, JavaScript, Software Development, Databases, E-commerce, Oracle, Java, Mobile Applications, HTML, Object Oriented Design, Database Design, Agile Methodologies, Scrum, Web Services, XML, Integration, iOS Development, iOS
Education
San Francisco State University 1989 — 1991
B.S., Mathematics / Computer Science
San Francisco Unified School District October 2012 - Present
YMCA August 2012 - Present
Wells Fargo January 2008 - May 2010
Abercrombie & Fitch March 2007 - January 2008
Skills
Music, Singing, PowerPoint, Non-profits, Research, Microsoft Office, Public Speaking, Fundraising, Youth Mentoring, Microsoft Excel, Microsoft Word, Nonprofits, Event Planning, Community Outreach, Teaching
Education
San Francisco State University 2012 — 2013
Master of Arts (M.A.), Elementary Education and Teaching
San Francisco State University 2010 — 2012
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Genentech April 2014 - Present
Synarc Inc. November 2012 - April 2014
Synarc Inc. May 2011 - May 2013
San Francisco Department of Public Health November 2008 - April 2011
Romberg Tiburon Center for Environmental Studies September 2008 - September 2009
Wells Fargo February 2006 - March 2009
University Healthcare Alliance June 2001 - August 2005
Skills
Biotechnology, Molecular Biology, Lifesciences, Microsoft Office, Biochemistry, Microsoft Excel, Project Management, Pharmaceutical Industry, Microbiology, Research, Strategic Planning, Clinical Research, Adobe Acrobat, Medical Imaging, CRO, Medical Devices, GCP, 21 CFR Part 11, Strategy
Education
San Francisco State University
Bachelor of Science (B.S.), Biology Emphasis Physiology
Gusto (formerly ZenPayroll) June 2015 - Present
Gusto (formerly ZenPayroll) December 2014 - Present
Forever 21 July 2014 - December 2014
Intuit January 2013 - September 2013
Intuit June 2010 - January 2013
Catchphrase Entertainment May 2009 - September 2009
LoanToolbox April 2006 - March 2008
Wells Fargo February 2003 - April 2006
Skills
Training, Public Speaking, Recruiting, Performance Management, Human Resources, Call Centers, Time Management, Management, Instructor-led Training, Microsoft Excel
Education
San Francisco State University 2001 — 2005
Bachelor of Arts (B.A.), Organizational Communication, General
Wells Fargo December 2013 - Present
Wells Fargo Advisors April 2013 - Present
Wells Fargo June 2012 - November 2013
Wells Fargo December 2011 - May 2012
Reliance Bay Funding January 2006 - December 2006
Skills
Loans, Credit, Series 63, Series 7, Wealth Management, Investments, Banking, Private Banking, Relationship Management
Education
San Francisco State University
B.A, Business Administration (Management)
Wells Fargo January 2009 - September 2012
Wachovia November 2007 - January 2009
Wachovia Bank 2007 - 2008
Bank of America 2004 - 2007
Bank of America 2001 - 2003
Bank of America 1998 - 2001
Bank of America 1997 - 1998
Charles Schwab 1996 - 1997
Charles Schwab 1991 - 1996
Skills
Asset Managment, Portfolio Management, Series 7, Financial Services, Wealth Management, Series 63, Business Strategy, Banking, Asset Allocation, Asset Management, Vendor Management, Finance, Leadership, Retirement, E-commerce, Securities, Management, Relationship Management, Investments, Mutual Funds, Equities
Education
San Francisco State University 1988 — 1992
MBA, BA, BA, Psychology, Business, English
Genentech October 2015 - Present
NASA Ames Research Center February 2012 - Present
Wells Fargo September 2009 - September 2015
Mary Kay Inc. January 2013 - June 2013
Wet Seal, Inc June 2003 - June 2005
Skills
Analysis, Data Analysis, Statistics, Customer Service, Microsoft Office, Sales, Microsoft Word, Social Networking, Event Planning, Microsoft Excel, PowerPoint, Public Speaking, Social Media, Marketing, Leadership, Management
Education
San Francisco State University
Astrophysics, Physics and Astronomy
Prosper Marketplace April 2015 - Present
Wells Fargo November 2012 - April 2015
Awesome Academy October 2011 - December 2013
CalPERS June 2012 - November 2012
ICM Communications April 2011 - July 2012
PACE August 2007 - May 2008
Skills
Customer Satisfaction, PC/MAC Literatte, Creative Writing, Customer Service, Microsoft Excel, Marketing, Public Relations, Budgets, Microsoft Word, Management, Sales, Marketing Strategy, Event Planning, Research, Finance, Team Management, Leadership
Education
San Francisco State University 2005 — 2011
Bachelor of Science, Business Adminsitration
San Francisco State University, College of Business
Bachelor of Science, Business Administration: Management
Jesuit High School
Wells Fargo March 1996 - Present
Skills
Business Requirements, SDLC, Requirements Gathering, PMO, Release Management, Project Management, Program Management, Project Planning, Managing Project Budgets, Issue Management, Peer Mentoring, Mentoring New Hires, Project Manager..., Risk Management, Change Management, Presentations, Microsoft Office, SharePoint, HTML, Brio Query, MS Project, Visio, Project Portfolio..., Business Analysis, Agile Project Management, Software Project..., Business Process..., Requirements Analysis, Project Delivery, Microsoft Project, Vendor Management, Management, Integration, Process Improvement, Agile Methodologies, Leadership, Financial Services, Analysis, Banking, Cross-functional Team..., Portfolio Management, Strategy, IT Strategy, Consulting
Education
San Francisco State University
Bachelor of Arts, International Relations
Ruamrudee International School
Wells Fargo January 2015 - Present
Wells Fargo November 2013 - January 2015
Wells Fargo June 2010 - November 2013
Checksmart October 2004 - May 2010
Skills
Spanish-speaking, Customer Service, Banking, Management, Sales, Telephone Skills
Education
San Francisco State University 2012 — 2013
Bachelor of Science (BS), Business Administration and Management, General
University of California, Riverside 2001 — 2004
Upstart Network October 2015 - Present
Wells Fargo June 2015 - October 2015
Uber January 2015 - May 2015
BioZone Laboratories, Inc. June 2014 - August 2014
Walmart June 2013 - December 2013
BioZone Laboratories, Inc. June 2007 - August 2012
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Training, Leadership, Team Leadership, Teamwork, Social Networking, Strategic Planning, Public Speaking, Time Management, Social Media, Customer Service, Recruiting, Marketing, Financial Analysis, Analysis
Education
San Francisco State University 2012 — 2015
Bachelor of Arts (B.A.), Economics
iliac Golf by Bert LaMar April 2014 - May 2015
A Tree of Knowledge Educational Services January 2014 - September 2014
Rocket Dog Rescue January 2011 - July 2014
Wells Fargo October 2010 - November 2011
Skills
Education, Mathematics, Management, Cash Management, Account Management, Animal Training, Customer Service, Customer Retention, Customer Satisfaction, Computer Proficiency, English grammar, Spanish-speaking, Czech
Education
San Francisco State University 2010 — 2014
Bachelor of Arts (B.A), Mathematics
British Motor Car Distributors July 2015 - Present
Sonic Automotive May 2013 - June 2015
Wells Fargo May 2012 - May 2013
Coldwell Banker April 2012 - August 2012
Ron Davis & Company Real Estate June 2011 - December 2011
Alain Pinel Realtors October 2008 - September 2011
Skills
Customer Service, Customer Satisfaction, Inventory Management, Leadership, Time Management, Management, Automotive, Vehicles, Purchasing, Sales Management, Customer Retention, Automobile, Accounting, Data Entry, Outlook, Teamwork, PowerPoint, Microsoft Word, Microsoft Excel
Education
San Francisco State University 2008 — 2016
Bachelor of Business Administration, Finance
Wells Fargo August 2014 - Present
Charles Schwab October 2013 - August 2014
The Men's Wearhouse March 2013 - September 2013
WebMD August 2006 - January 2013
Medsite June 2004 - August 2006
Weill Medical College of Cornell University June 2002 - June 2004
College of New Rochelle September 2002 - January 2003
Skills
Market Research, Data Analysis, SAS programming, Logistic Regression, Statistics, Analytics, Marketing, SAS, Quantitative Research, SPSS, Segmentation, PowerPoint, Marketing Research, Business Intelligence, Customer Insight, Database Marketing, Web Analytics, Strategy, Management
Education
San Francisco State University 1999 — 2001
MA, Research Psychology
University of Pittsburgh 1994 — 1996
B.S., Psychology
Paychex May 2012 - Present
Shelton Capital Management April 2011 - May 2012
Wells Fargo January 2006 - April 2011
Skills
Human Resources, Salesforce.com, Time Management, Employee Benefits, Recruiting, Training, Microsoft Office, Financial Reporting, Sales Commissions, Expense Reports, Retail Banking, Data Analysis, Payroll, Onboarding
Education
San Jose State University 2005 — 2008
Bachelor of Arts (B.A.), Human Resources Management and Services
San Francisco State University 2003 — 2004
Wells Fargo June 2015 - Present
Wells Fargo December 2013 - January 2015
Wells Fargo January 2013 - December 2013
Macy's May 2012 - November 2012
RadioShack November 2011 - April 2012
Safe Way July 2008 - February 2009
Layaly Mediterranean Cuisine March 2008 - July 2008
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Food, Training, Process Scheduler, Loss Prevention, Store Management, Inventory Management, Merchandising, Data Entry, Time Management, Inventory Control, Visual Merchandising, Microsoft Office, Cash Handling Experience, Sales, Teamwork, Banking, Deposits
Education
San Francisco State University
Bachelor Of Sciences, Biochemistry
Asian Pacific Islander American Public Affairs Association September 2014 - Present
National Association of Asian American Professionals October 2009 - Present
Wells Fargo March 2007 - Present
National Indian Business Association March 2010 - August 2015
Education
San Francisco State University
Master of Business Administration (M.B.A.), Dual Major: Accounting and Finance
BNSF Railway August 2014 - Present
Pacific Gas and Electric Company 2004 - August 2014
Bayer HealthCare 2002 - August 2014
Wells Fargo 2000 - 2004
Behavioral Healthcare Consultancy 1998 - 2004
Behavioral Healthcare Consultancy 1998 - 2004
Midpeninsula Mental Health, Inc. - Integrated with Stanford Medical Primary Physicians 1993 - 1998
Previous Experience 1985 - 1993
Skills
Psychology, Mental Health, Coaching, Stress Management, Workshop Facilitation, Behavioral Health, Psychotherapy, EAP, Case Management, Training, Counseling Psychology, Clinical Research, Program Development, Conflict Resolution, Healthcare, Executive Coaching, Personal Development, CBT, Motivational..., Organizational..., Leadership Development, Career Counseling, Stress, Teaching, Case Managment, Public Speaking, Treatment, Family Therapy, Crisis Intervention, Community Outreach, Social Services, Therapists, Career Development, Mental Health Counseling, Strategy, Emotional Intelligence, Program Evaluation, Program Management, Leadership, Strategic Partnerships, Policy, Staff Development
Education
San Francisco State University
MSW, Social Work
San Jose State University
Bachelor's degree, Social Work
Wells Fargo April 2010 - Present
Wells Fargo September 1999 - March 2010
Skills
Sales, Customer Service, Management, Banking, Credit, Small Business Lending
Education
San Francisco State University 2002 — 2005
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
U.S. Bank May 2015 - Present
Citibank April 2009 - March 2015
Wells Fargo August 2004 - January 2008
Skills
Leadership, Relationship Management, Wealth Management, Investments, Securities, Financial Analysis, Finance, Life Insurance, Management, Mortgage Lending, Consumer Lending, Commercial Lending, Retail Banking, Commercial Banking, Credit, Risk Management, Credit Risk, Credit Analysis, Financial Risk, Credit Cards, Fixed Income, Cross Selling, Multilingual, Banking
Education
San Francisco State University
Bachelor of Science in Industrial Technology, Industrial Technology
Us Bank January 2013 - Present
Myriad Music & Dance Academy July 2013 - June 2014
Elephant Bar Restaurant April 2009 - November 2013
Sugar Lounge March 2012 - March 2013
Wells Fargo May 2007 - August 2008
Skills
Excellent communication..., Strongly self-motivated, Customer Service, Take pride in customer..., Writing, Microsoft Office, Written & Verbal..., Committed to..., Outstanding verbal, genuine, Loyal, Multi Tasking
Education
San Francisco State University 2008 — 2010
Bachelor of Arts (B.A.), Communication, General
El Camino High School 2001 — 2005
High School Diploma
Credit Sesame May 2013 - Present
Lending Club June 2012 - May 2013
Wells Fargo June 2010 - June 2012
Wells Fargo August 2009 - June 2010
Skills
Banking, Data Analysis, Mortgage Lending, Marketing Communications, Credit, Customer Service, Management, Loans, Microsoft Excel, Sales, Finance, Leadership, Financial Services, Retail Banking, Customer Satisfaction, Business Development
Education
San Francisco State University 2008 — 2012
Business Administration and Management, General
Lending Club April 2015 - Present
Bindlestiff Studio June 2005 - Present
State Farm February 2013 - April 2015
Wells Fargo December 2005 - June 2012
GameStop January 2004 - December 2005
Skills
Volunteer Management
Education
San Francisco State University
Bachelor's Degree, Cinema Studies and Theory
Wells Fargo April 2013 - Present
Wells Fargo July 2002 - April 2013
Wells Fargo July 1998 - June 2002
Skills
Certified Fraud Examiner, Project Management, Program Management..., Situational Leadership, Microsoft Office, Business Process, Operational Planning
Education
San Francisco State University 2002 — 2005
Master's degree, Public Administration
University of San Diego
Bachelor's degree, History
Wells Fargo March 2013 - Present
Skills
Retail Banking, Cash Management, Cross Selling, Personal Banking, Financial Services, Customer Retention, Recruiting, Risk Management, Customer Satisfaction, Sales, Team Leadership, Training, Account Management, Employee Training, Customer Service
Education
San Francisco State University 2001 — 2006
Bachelor of Arts (B.A.), Social Work
Wells Fargo May 2014 - Present
Edgewood Center June 2009 - May 2014
American Income Life Insurance Company November 2013 - April 2014
Burt Children’s Center July 2007 - May 2009
San Francisco General Hospital May 2004 - May 2005
Skills
Nonprofits, Crisis Intervention, Community Outreach, Policy, Fundraising, Healthcare, Public Speaking, Program Development, Research, Volunteer Management, Conflict Resolution, Mental Health, Psychotherapy, Event Planning, Foster Care, PowerPoint, Outlook, Personal Development, Social Services, Case Managment, Youth Development, Teaching, Leadership
Education
San Francisco State University 2000 — 2013
Bachelors Degree, International Relations
De La Salle High School 1997 — 2000
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 12
Wells Fargo October 2013 - Present
Robert Half Finance & Accounting July 2013 - October 2013
San Francisco State University September 2010 - May 2013
Nelson Staffing (Bank of America Processing Center) April 2012 - April 2012
Sulphur Creek Nature Center October 2008 - October 2008
Skills
Mac OS X Server, Windows 7, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Access, Customer Service, Proficient Typing Skills, Organizational..., Timely Decision Making, Collaborative Problem..., PowerPoint, Critical Thinking, Tax, Access
Education
San Francisco State University 2009 — 2013
Bachelor of Science (BS) in Business Administration, Finance
American Technologies Network Corp January 2012 - Present
Wells Fargo March 2009 - July 2011
Lichtenstein Insurance August 2008 - March 2009
Law Office of Virender K. Goswami May 2008 - August 2008
Mosaic Sales Solutions September 2006 - May 2008
Law Office of Robert B. Jobe July 2003 - August 2006
Skills
ADP Payroll, SAP, Quickbooks, Quicken, Turbo Tax, Final Cut Pro, Dreamweaver, Excel, Microsoft Office, Timeslips, Outlook, PowerPoint, Investments, Financial Analysis, Market Analysis, Microsoft Excel, Strategic Planning, Salesforce.com, Fishbowl, Sales Process, Cold Calling, Business Development, Sales, Budgets, Customer Service, Sales Management, Customer Satisfaction, Risk Management, Time Management, Training, Accounting, Retail, Account Management, Project Management, Credit, Forecasting, Management, Human Resources, Portfolio Management, Leadership, Finance, New Business Development, CRM, Marketing, Sales Operations, Project Planning, Selling, Contract Negotiation, Strategy, Direct Sales
Education
San Francisco State University 2004 — 2009
Bachelors, Management
San Francisco State University 2004 — 2009
Bachelor, Corporate Finance
Stark Consulting and Management Group 2006 - Present
Telefonica 2008 - Present
Medagi 2006 - 2013
Hewlett-Packard 2004 - 2006
JPMorgan Chase 2001 - 2004
Wells Fargo 1998 - 2000
Omnicom Group 1996 - 1998
UCLA 1995 - 1996
A&M Records 1994 - 1994
Skills
Management, Negotiation, Strategic Planning, Employee Engagement, Human Resources, New Business Development, Strategy, Talent Acquisition, B2B, Team Building, Process Improvement, Account Management, Recruiting, Talent Management, Business Development, Coaching, Team Leadership
Education
UCLA 1994 — 1996
San Francisco State University 1990 — 1994
Microsoft December 2007 - Present
BofA Securities- previously Montogmery Securities February 1998 - January 2000
Oracle Corporation February 1996 - January 1998
Wells Fargo June 1994 - February 1996
Skills
Agile Methodologies, Program Management, Software Project..., Cloud Computing, PMP, Project Management, Leadership
Education
San Francisco State University 1992 — 1994
BS, Computer Information Systems
Sterling Bank and Trust January 2015 - Present
Wells Fargo April 2001 - October 2014
Skills
Real Estate Financing, Negotiation, Mortgage, Real Estate, Home, Property Management, Purchasing, Microsoft Office, FHA, VA, First Time Home Buyers, Refinance, Mortgage Lending, Loans, Conventional, Investment Properties, REO, Portfolio Management, Short Sales, Customer Service, Underwriting, Investments, Loan Origination, Finance, Banking, Mortgage Banking, Selling
Education
San Francisco State University 2009 — 2013
Bachelor of Arts (B.A.), Humanities/Humanistic Studies/ Business
Wells Fargo October 2013 - Present
Charles Schwab November 1999 - October 2013
Carol H. Williams Advertising January 1996 - January 1999
Tri-Valley Growers January 1995 - January 1996
Pacific Bell SMART Yellow Pages January 1985 - January 1996
Skills
Event Marketing, Direct Mail, Marketing Strategy, B2B, Promotions, Online Marketing, Online Advertising, Account Management, Managerial, New Business Development, Web, Series 7, Advertising, Brand Development, Copywriting, Creative Direction, Digital Marketing, Integrated Marketing, Lead Generation, Management, Cross-functional Team..., Direct Marketing, Event Planning, Marketing, Marketing Communications, Product Development, Product Management, Strategy
Education
San Francisco State University
B.A.
Silicon Valley Bank December 2012 - Present
Wells Fargo June 2010 - December 2012
Wells Fargo April 2009 - June 2010
Charles Schwab June 2002 - April 2009
QuantumShift 1999 - 2002
Electronic Data Systems June 1998 - June 1999
Ernst & Young, LLP January 1997 - June 1998
The Money Store 1992 - 1994
Skills
Management Consulting, Database Marketing, Analytics, Credit, Financial Analysis, Portfolio Management, Banking, Financial Modeling, Software Development, Business Analysis, Investments, Strategy
Education
San Francisco State University
Bachelor of Science
University of San Francisco
Master of Science
Wells Fargo July 2007 - Present
Wells Fargo December 2004 - July 2007
Education
San Francisco State University
Wells Fargo August 2004 - Present
ON24 1999 - 2002
Education
San Francisco State University 2007 — 2009
Wells Fargo Bank May 2011 - Present
Wells Fargo Bank June 2007 - Present
Wells Fargo June 2006 - Present
Wells Fargo Bank March 2005 - June 2007
Wells Fargo Bank June 2002 - February 2005
Wells Fargo Bank June 2001 - June 2002
Wells Fargo Bank 2000 - 2001
Fritz Companies 1999 - 1999
Wells Fargo Bank 1992 - 1999
Education
San Francisco State University
Wells Fargo November 2006 - Present
Hewlett-Packard April 2000 - October 2006
Education
San Francisco State University 2004 — 2008
Master of Business Administration (MBA)
University of California, Davis 1995 — 2000
Bachelor of Science (B.S.), Managerial Economics
Corelogic September 2007 - Present
Wells Fargo 2006 - 2007
Prudential California Realty March 2004 - October 2006
QuantumShift May 1999 - August 2003
Skills
Microsoft SQL Server, SQL, Agile Methodologies, Business Intelligence, T-SQL, C#, Database Design, .NET, ASP.NET, XML, Software Development, SDLC, SSIS, IIS, SSRS, Visual Studio, Web Applications
Education
San Francisco State University 1994 — 2000
Wells Fargo 2013 - Present
Education
San Francisco State University
Denebeim Consulting January 1994 - Present
Holzberg Wealth Management April 2012 - November 2013
Executive Headhunter Group December 2009 - October 2012
NORTHERN CALIFORNIA JUNIOR LACROSSE ASSOCIATION March 2004 - July 2009
Director of Operations September 2003 - March 2004
RDS ARCHITECTS May 2001 - July 2002
TRUSTBENEFITS ONLINE April 2000 - March 2001
Wells Fargo February 1997 - April 2000
CompuCom 1997 - 1997
Skills
Retail, SaaS, Team Building, Acquisition Integration, Integration, Servers, SharePoint, Start-ups, Program Management, Software Project..., Project Planning, Negotiation, Budgets
Education
San Francisco State University 1983 — 1986
Arts, Theatre Arts
San Francisco State University 1981 — 1986
Bachelor of Arts (BA), Theatre/Theater
Wells Fargo July 2015 - Present
Skills
Analytics, SAS, Database Marketing, Segmentation, Data Mining, Data Analysis, Predictive Analytics, Credit Cards, Business Analysis, Teradata, Credit Risk, Customer Acquisition, Business Intelligence, Financial Services, Predictive Modeling
Education
San Francisco State University 1995 — 2000
Wells Fargo 2004 - Present
AccountTaxPro June 2003 - December 2010
Wells Fargo Bank 2001 - 2009
Wells Fargo Bank April 2001 - December 2003
Education
San Francisco State University 1986 — 1987
Wolters Kluwer Financial Services January 2010 - Present
Wells Fargo April 2003 - September 2007
AT&T October 1999 - April 2003
Skills
Tactical Sales Planning, Salesforce.com, e-Commerce, Telecommunications, Sales Process, Account Management, B2B, Solution Selling, Vertical Market, Banking, New Business Development, Outside Sales, Inside Sales, Cold Calling, Sales Management, Strong Interpersonal &..., Financial Services, Lead Generation, Direct Sales, Huthwaite SPIN Selling, Team Building, Team Leadership, Basho, Prospect Research, Problem Solving, Process Improvement, Workflow Software, Financial Regulation, OSI Model, C-Suite selling, Contract Negotiation, Value Based Selling, Customer Support, Mortgage Lending, Technical Sales..., Sales & Marketing..., Lead Qualification, Resource Allocation, Sales Presentations, Management, SaaS, Enterprise Software, Sales, Selling, Strategic Partnerships, CRM, Software Industry, Customer Retention, Loans
Education
San Francisco State University 1996 — 1999
BA, Speech and Communication Studies
Wells Fargo September 2009 - Present
Wells Fargo August 2004 - September 2009
CSAA (AAA - Northern California) 2003 - 2004
Bank of America 1999 - 2003
JPMorgan Chase 1996 - 1999
Skills
Teradata SQL, Oracle SQL, Adobe Creative Suite, SAS, MicroStrategy Reporting, Teradata, Analytics, Database Marketing, Business Analysis, Data Analysis, Competitive Analysis, Analysis, Management, Microsoft Excel, Product Management, Financial Analysis, Customer Acquisition, Cross-functional Team..., Marketing, Portfolio Management, Program Management, Banking, Project Management, Marketing Strategy, Credit Cards, Sales, Financial Services, Risk Management, Loans, Mortgage Lending
Education
San Francisco State University 1987 — 1992
B.S., Business Administration
Wells Fargo May 2000 - Present
Skills
Requirements Gathering, SDLC, Business Requirements, Business Analysis, Visio, Waterfall, User Acceptance Testing, Requirements Analysis, SharePoint, Gap Analysis, Business Process..., Data Modeling
Education
San Francisco State University
Bachelor of Arts (B.A.), International Business
Wells Fargo March 2015 - Present
JPMorgan Chase March 2013 - March 2015
JPMorgan Chase January 2011 - February 2013
JPMorgan Chase February 2008 - December 2010
JPMorgan Chase December 2006 - January 2008
Education
University of Pittsburgh 1993 — 1997
Bachelor of Arts (B.A.)
San Francisco State University
Master of Business Administration (MBA), Finance
Wells Fargo January 2011 - Present
Wells Fargo Home Mortgage 2011 - Present
Wells Fargo June 2009 - Present
World/Wachovia 1985 - Present
World Savings/Wachovia Bank September 1985 - November 2008
World Savings 1985 - 2008
Skills
Loans, Business Analysis, Mortgage Lending, Testing, Management, Analysis, Banking, Business Requirements, Loan Origination, Portfolio Management, Process Improvement, SDLC, SharePoint, Software Documentation, Strategy, Team Leadership, Training
Education
San Francisco State University 1982 — 1985
Bachelor of Science, Business Accounting
Solano Community College 1980 — 1982
Associate of Science, Business
Batchelor's Degree
NetSuite April 2015 - Present
HP December 2011 - April 2015
Wells Fargo June 2010 - November 2011
Washington Mutual February 2005 - March 2009
Providian Financial 1999 - 2002
Visa 1994 - 1999
ESPRIT de Corp 1991 - 1995
First Nationwide Bank 1987 - 1989
Skills
Operations Management, Management, Outsourcing, Business Analysis, CRM, Program Management, Business Process..., Software Development, Team Leadership, Systems Analysis, Leadership, Project Management, PMP, SOA, SDLC, Enterprise Software, Risk Management, Customer Satisfaction, Team Management, Scrum, Waterfall, Business Strategy, Process Improvement, Visio, IT Management, Vendor Management, Software Project..., PMO
Education
San Francisco State University 1980 — 1984
BS, Information systems
Wells Fargo December 1998 - Present
WFS Financial June 2003 - June 2006
Skills
Credit Analysis, Credit, Loans, Credit Risk, Banking, Financial Analysis, Finance, Risk Management, Consumer Lending, Underwriting, Loan Origination, Financial Risk
Education
San Francisco State University 1992 — 1996
Social Science, Criminal Justice
San Francisco State University
Wells Fargo July 2014 - Present
JPMorgan Chase January 2013 - June 2014
JP Morgan Chase July 2010 - January 2013
JPMorgan Chase November 2009 - July 2010
Solid Data Systems March 2006 - November 2009
Skills
Credit, Finance, FHA, Credit Analysis, Mortgage Banking, Cash Management, Relationship Management, Financial Analysis, Customer Service, Financial Services, Series 7, Series 63, Series 65, Banking, Portfolio Management, Customer Satisfaction, Private Banking, Sales
Education
San Francisco State University 2012 — 2014
Certified Financial Planner Certificate, Finance, General
Member of San Jose State University's Financial Management Association 2008 — 2009
San Jose State University 2005 — 2009
Business Administration, Concentration in Finance w/ a Minor in Economics
Wells Fargo 2000 - Present
Wells Fargo 1999 - 2000
Education
San Francisco State University
Bachelor's degree, BIS and Marketing
CEG Worldwide April 2009 - Present
Genworth Financial Wealth Management 2004 - 2008
AssetMark Investment Services 2004 - 2008
Charles Schwab 1999 - 2004
GT Global 1997 - 1998
Wells Fargo 1992 - 1997
Callan Associates 1990 - 1992
Skills
Mutual Funds, Series 7, Wealth Management, Series 63, Portfolio Management
Education
San Francisco State University 1998 — 2002
Master of Business Administration (MBA)
University of California, Berkeley 1985 — 1990
Paymun Inc. 2006 - Present
Wells Fargo 2001 - 2006
Skills
Real Estate, Loans, Microsoft Office, Mac, Short Sales, REO, Commercial Real Estate, Foreclosures, Real Estate Financing, Condos, Buyers, Single Family Homes, Relocation, Referrals, Listings, Management, Sales, Customer Service
Education
San Francisco State University
Bachelor of Arts (B.A.), Cinema / Business Administration and Management
Apple August 2014 - Present
Wells Fargo November 2013 - February 2014
BlackRock October 2012 - November 2013
Kaiser Permanente 2009 - October 2012
Swinerton Inc. 2001 - 2009
Skills
Management, SDLC, Software Implementation, SharePoint, Business Analysis, Program Management, Web Content Management, Project Management, Social Media, User Experience
Education
SFSU
Bachelor's degree, Management Information Systems, General
Direct Factory Forms, Inc. September 2008 - Present
RisingStars Sales and Marketing January 2007 - August 2008
Wells Fargo October 2006 - January 2007
Coral Reef Inn January 2003 - July 2006
Skills
QuickBooks, Microsoft Office, Accounts Payable, Accounts Receivable, Account Management, Customer Service, Financial Analysis, Forecasting, Inventory Management
Education
San Francisco State University 2000 — 2005
Business BS, Marketing
First Bank August 2006 - Present
First National Bank of Northern California 2002 - 2006
Wells Fargo 1998 - 2002
New York Life Insurance Company 1997 - 1998
Skills
Mortgage Lending, Small Business Lending, Commercial Banking, Loans, Banking, Commercial Lending, Credit, Consumer Lending, Credit Analysis, Lines Of Credit, Commercial Mortgages, Retail Banking, Portfolio Management, Financial Analysis, Loan Origination, Mortgage Banking, Underwriting, Customer Service, Risk Management, Management, Finance, Financial Services
Education
San Francisco State University 1992 — 1996
Bachelor of Science, Business Management
Wells Fargo March 2014 - Present
Union Bank July 2011 - March 2014
Bank of America April 1996 - April 2009
Bank of America April 1996 - October 1996
Skills
Series 63, Portfolio Management, Investments, Banking, Wealth Management, Commercial Banking, Commercial Lending, Relationship Management, Team Management, Managerial Skills, CRM, Analytics, New Business Development, Team Leadership, Result Oriented, Customer Service, Mortgage Loan Process, New Market Expansion, Compliance & Regulations, Marketing Leadership..., Sales & Customer..., Strategy Planning, Financial Services, Management
Education
San Francisco State University 1986 — 1990
BUSINESS ADMINISTRATION
CAI International, Inc. March 2007 - August 2013
Wells Fargo October 2005 - March 2007
Skills
Risk Management, Financial Risk, Financial Modeling, Financial Analysis, Credit Risk, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Process Improvement, Customer Service, Marketing, Operations Management
Education
San Francisco State University 2011 — 2014
Bachelor of Arts (B.A.), Economics
Wells Fargo Private BankerCity National BankJanuary 1996 - November 1999
Education
San Francisco State University 1990 — 1995
BA, Economics
Wells Fargo May 2013 - Present
Sungevity July 2011 - May 2013
CT Sumation 2009 - 2010
City and County of San Francisco January 2004 - December 2008
City and County of San Francisco February 2002 - January 2004
WCDS/EDS - CalWIN Project 2000 - 2004
Skills
Program Management, Business Process..., Software Project..., SDLC, Project Management, Business Analysis, Solar Energy, Photovoltaics, Salesforce.com, Project Delivery, Management, PMP, Requirements Analysis, Training, Business Process, Budgets, PMO, Quality Assurance, Vendor Management
Education
San Francisco State University
University of California, San Diego
Deloitte 2005 - 2012
Charles Schwab 2004 - 2005
DHL 2002 - 2004
Franklin Templeton Investments 2001 - 2002
Wells Fargo 1999 - 2000
Skills
Outlook, Microsoft Office, Project Management, PowerPoint, Management, Event Management, Microsoft Excel, Customer Service, Microsoft Word, Budgets, Leadership, Team Building, Teamwork, Strategic Planning, Event Planning, Administrative..., Research, Data Entry, Calendars, Training, Proposal Writing, Time Management, Marketing Communications, Financial Analysis, Analysis, Marketing, Sales, Financial Reporting, Software Documentation, Program Management, Management Consulting, Change Management, Access, Forecasting, Accounting
Education
San Francisco State University
Business Administration
Wells Fargo June 2009 - Present
Education
SFSU
Bachelor's, Business
Wells Fargo May 2015 - Present
Charles Schwab December 2014 - Present
AssetMark September 2007 - Present
WACHOVIA SECURITIES (FORMERLY ATLAS SECURITIES & ATLAS ADVISERS) January 2001 - January 2007
Dynavax Technologies January 2000 - January 2001
SOUTHEAST ASIAN COMMUNITY CENTER January 2000 - May 2000
US TOURS & REMITTENT January 1997 - January 1999
COLLEGE OF ALAMEDA January 1995 - January 1997
Skills
Financial Reporting, GAAP, Budgets, Incentive Programs, Strategic Financial..., Mutual Funds, Investments, Financial Advisory, Finance, Financial Services, Variance Analysis, Risk Management, Retirement Planning, Essbase, Hyperion Enterprise, Insurance, Investment Advisory, Sarbanes-Oxley Act, Financial Analysis, General Ledger, Account Reconciliation
Education
San Francisco State University 1998 — 2000
BS, Finance and Banking in
College of Alameda 1995 — 1997
Wells Fargo March 2004 - Present
Self Employed April 1980 - Present
State of California June 1974 - April 1979
Skills
Disability Management, Vocational..., Training, Rehabilitation, Case Management, Career Counseling, Job Coaching
Education
San Francisco State University 1972 — 1974
Master's, Rehabilitation Counseling
Wells Fargo July 2011 - Present
Wells Fargo Bank August 2007 - July 2011
San Francisco State University June 2006 - June 2007
UC Davis Center for Population Biology September 2005 - June 2006
UC Davis Center for Environmental Health Sciences June 2005 - September 2005
Skills
Microsoft Word
Education
San Francisco State University 2006 — 2007
post baccalaureate
University of California, Davis 2001 — 2006
B.S., Environmental Toxicology
RSF Social Finance February 2014 - Present
Wells Fargo May 2013 - November 2013
CBRE February 2013 - April 2013
CBRE August 2012 - January 2013
Skills
Microsoft Excel, Microsoft Office, Qualitative Research, Oracle Enterprise..., Core Banking, Clarity, FileNet, Bloomberg, Microsoft SQL Server, Market Research, Social Media, Outlook, Loan Origination, Load Balancing, Loan Servicing, Account Management, Account Reconciliation
Education
San Francisco State University 2010 — 2011
Bachelor's degree, Business Administration and Management, General
San Francisco State University 2006 — 2010
Bachelor's degree, International Business
Autodesk September 2014 - Present
Notary Public 2014 - Present
Wells Fargo October 2013 - August 2014
Wells Fargo August 2012 - September 2013
Wiegel Law Group, PLC November 2007 - March 2011
Wells Fargo Bank September 2005 - October 2006
Prudential California Realty January 2003 - October 2004
Skills
Administrative..., Research, Microsoft Excel, Customer Service, Filing, Legal Writing, Microsoft Office, Microsoft Word, Office Management, Outlook, PowerPoint, Sales, Time Management, Access, Insurance, Data Entry, Public Speaking, Telephone Skills, Accounts Receivable
Education
San Francisco State University 2008 — 2010
Bachelor of Art, Criminal Justice Studies, Minor in Psychology
Wells Fargo 2014 - Present
Wells Fargo October 2009 - Present
Wells Fargo 2013 - 2014
YMCA May 2007 - June 2008
GUESS, Inc December 2007 - January 2008
YMCA May 2004 - August 2006
Education
San Francisco State University 2005 — 2010
Bachelor of Science, Business Adminstration- International Business
San Francisco State University
2010 Bachelor of Science, Business Administration; International Business
Wells Fargo July 2013 - Present
Kaiser Permanente August 2011 - May 2013
Wells Fargo Bank March 2011 - August 2011
FICO December 1989 - February 2011
Skills
Java, SQL, Predictive Analytics, SAS, Unix, Eclipse, Machine Learning, Databases, Predictive Modeling, Linux, Data Mining, Business Intelligence, Credit Scoring, Analytics
Education
San Francisco State University 1985 — 1989
B.S. Computer Science, Information Science
Chase March 2012 - February 2015
Wells Fargo March 2009 - March 2012
Skills
Commercial Banking, Loans, Commercial Lending, Banking, Credit, Lines Of Credit, Underwriting, Consumer Lending, Credit Analysis, Portfolio Management, Financial Analysis, Branch Management, Small Business Lending, Business Development, Business Strategy, Deposits
Education
San Francisco State University
BS, CORPORATE FINANCE
Wells Fargo November 2012 - Present
Education
San Francisco State University 2009 — 2011
Bachelor of Science (B.S.), International Business
Internal Revenue Service 2003 - Present
Genstar Capital April 1996 - June 1999
GE CAPITAL INVESTMENT ADVISORS (formerly MACFARLANE PARTNERS, L.P.), November 1994 - March 1996
Wells Fargo January 1987 - April 1990
Coopers and Lybrand February 1981 - June 1984
Skills
Federal Tax, Tax Preparation, Tax Audits, Tax Research, Tax Compliance, LLC, Partnership Taxation, Reconciliation, Excel, Word, Access, Microsoft Office, Financial Analysis, Audit, CPA, Real Estate Broker, Certificate in Advanced..., Computer Audit..., Management Consulting, Financial Controlling, Tax, Auditing, Account Reconciliation, GAAP, Internal Audit, Corporate Tax, Financial Reporting, Microsoft Excel
Education
San Francisco State University 1979 — 1980
Master of Business Administration (MBA), Marketing
San Francisco State University 1975 — 1978
Bachelor's degree, Accounting
Polymath LLC - Ashland Bookkeeping November 2012 - Present
Ashland's Black Swan Inn June 2011 - November 2012
Wells Fargo August 1995 - April 2003
Skills
Certified Sustainable..., Certified Master...
Education
San Francisco State University
BA, Speech and Communications
Netflix October 2014 - Present
Electronic Arts (EA) January 2013 - October 2014
Wells Fargo Bank August 2010 - December 2012
Wells Fargo Bank August 2009 - August 2010
Wells Fargo March 2009 - August 2009
Wells Fargo January 2007 - March 2009
Wells Fargo June 2005 - January 2007
Skills
Credit, Relationship Management, Customer Service, Banking, Retail Banking, Management, Event Planning, Time Management, Teamwork, Talent Acquisition, Sales, Microsoft Word, Social Networking
Education
California State University - East Bay 2013 — 2015
Communication, Professional, Public and Organizational Communication
San Francisco State University 2005 — 2009
Bachelor of Business Administration (BBA), Business Administration, Marketing & HR
Wells Fargo October 2010 - Present
Cartoon Art Museum June 2008 - October 2010
Smith & Hawken August 2008 - November 2009
Education
San Francisco State University 2006 — 2008
Bachelor's degree, Political Science and Government
The University of North Dakota 2000 — 2003
Alliant International University September 2007 - Present
Hotal Whitcomb August 2006 - August 2007
Ramada Plaza Hotel May 2005 - July 2006
Wells Fargo February 2001 - February 2006
Skills
Working Experience in..., PC Proficient in MS..., Knowledge of Accounting..., Knowledge and..., Strong Data Entry...
Education
San Francisco State University 2000 — 2004
Bachelor of Science (B.S.), Accounting
Wells Fargo August 2014 - Present
ClimateWorks Foundation March 2014 - August 2014
The Westin St Francis Hotel January 2013 - July 2013
Fartop June 2012 - August 2012
Skills
Software Installation, Software Development, Testing, Programming, Management, Access, OS X, Training, Troubleshooting, Active Directory, Networking, Hardware Installation, Quality Assurance, MySQL, Blackberry, Windows Server, Microsoft Office, TCP/IP, Hardware Support, RDP, LAN-WAN, Wireless Networking, Windows 7
Education
San Francisco State University
Bachelor of Science, Business Administration; Information Systems
Wells Fargo January 2012 - Present
Citi October 2006 - December 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop
Education
San Francisco State University 2002 — 2006
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Wells Fargo April 2013 - Present
Wells Fargo January 2011 - March 2013
TEAGUE PILATES January 2010 - January 2011
Education
San Francisco State University 2005 — 2010
Bachelor of Business Administration (B.B.A.), International Business
Abundance Vineyards, LLC January 2013 - October 2014
MCA October 2008 - August 2013
Wells Fargo March 2005 - August 2008
Union Safe Deposit Bank 2001 - 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
San Francisco State University 1993 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General &Finance
Wells Fargo June 2013 - Present
Wells Fargo October 2006 - June 2013
Skills
Microsoft Excel, Banking, Sales, Management, Customer Service, Loans
Education
Phoenix university modesto 2008 — 2010
Master of Business Administration (MBA), Business Administration, Management and Operations
San Francisco State University 1984 — 1988
Bachelor of Science (BS)
Wells Fargo May 2015 - July 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Customer Service, Management, Research
Education
San Francisco State University 2011 — 2014
College of San Mateo 2008 — 2011
Capital One March 2015 - Present
JPMorgan Chase & Co. October 2010 - June 2014
Wells Fargo March 2007 - October 2010
Greater Bay Bank January 2006 - March 2007
TransPacific Financial Services May 2005 - January 2006
Bank of America January 2004 - May 2005
Bank of America February 2003 - January 2004
Skills
Financial Services, Management, Mortgage Lending, Commercial Lending, Wealth Management, Private Banking, Talent Management, Talent Acquisition, Retail Banking, Small Business, Nonprofits, Non-profit Volunteering, Non-profit Leadership, Fundraising, Business Development
Education
San Francisco State University 2000 — 2005
Bachelor of Science (BS), Psychology