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
Employee
Years
Job
Industry
Olivia Johnson Olivia Johnson's Wells Fargo Experience June 2014 - August 2014
Job Student Assistant at Stanford University
Industry
Experience
Cooliris September 2014 - Present
Stanford University April 2014 - Present
Stanford University October 2012 - Present
Wells Fargo June 2014 - August 2014
City of Pleasanton June 2013 - September 2013
PTJ Trading LLC July 2012 - September 2012
Skills
Microsoft Word, Microsoft Office, PowerPoint, Economics, Microsoft Excel
Education
Stanford University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Cooliris September 2014 - Present
Stanford University April 2014 - Present
Stanford University October 2012 - Present
Wells Fargo June 2014 - August 2014
City of Pleasanton June 2013 - September 2013
PTJ Trading LLC July 2012 - September 2012
Skills
Microsoft Word, Microsoft Office, PowerPoint, Economics, Microsoft Excel
Education
Stanford University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Steven Wirt Steven Wirt's Wells Fargo Experience March 2014 - Present
Job Senior Digital Content Strategist
Industry Public Relations and Communications
Experience
Wells Fargo March 2014 - Present
Sutter Health California Pacific Medical Center January 2013 - March 2014
Partnership for Children and Youth December 2009 - July 2012
American Cancer Society December 2005 - January 2010
Communications Consultant January 2003 - December 2005
American Cancer Society July 2000 - December 2002
LookSmart December 1998 - July 2000
ACG Communications October 1997 - October 1998
Chase Bobko Inc March 1995 - August 1997
Sturdevant & Sturdevant January 1992 - November 1994
Skills
Media Relations, Facebook, Social Media, Editing, WordPress, Strategic Communications, Photoshop, Microsoft Office, Adobe Acrobat, Change Management, Nonprofits, HTML, Content Management, Microsoft Word, Brand Development, Adobe Creative Suite, Illustrator, InDesign, Digital Photography, Windows 7, Lotus Notes, Outlook, PowerPoint, YouTube, OS X, Newsletters, Dreamweaver, Microsoft Excel, Mac, Marketing Strategy, Marketing, Joomla, Writing, Copywriting, Content Development, Blogging, Written Communication, Digital Video, Print Collateral, Aqualogic, Apple Macintosh, Mac OS X, Twitter, Word, Excel, Yammer, Vimeo, Content Strategy
Education
Stanford University 1982 — 1986
University School
Wells Fargo March 2014 - Present
Sutter Health California Pacific Medical Center January 2013 - March 2014
Partnership for Children and Youth December 2009 - July 2012
American Cancer Society December 2005 - January 2010
Communications Consultant January 2003 - December 2005
American Cancer Society July 2000 - December 2002
LookSmart December 1998 - July 2000
ACG Communications October 1997 - October 1998
Chase Bobko Inc March 1995 - August 1997
Sturdevant & Sturdevant January 1992 - November 1994
Skills
Media Relations, Facebook, Social Media, Editing, WordPress, Strategic Communications, Photoshop, Microsoft Office, Adobe Acrobat, Change Management, Nonprofits, HTML, Content Management, Microsoft Word, Brand Development, Adobe Creative Suite, Illustrator, InDesign, Digital Photography, Windows 7, Lotus Notes, Outlook, PowerPoint, YouTube, OS X, Newsletters, Dreamweaver, Microsoft Excel, Mac, Marketing Strategy, Marketing, Joomla, Writing, Copywriting, Content Development, Blogging, Written Communication, Digital Video, Print Collateral, Aqualogic, Apple Macintosh, Mac OS X, Twitter, Word, Excel, Yammer, Vimeo, Content Strategy
Education
Stanford University 1982 — 1986
University School
Stephanie Young Stephanie Young's Wells Fargo Experience May 2003 - July 2004
Job Customer Success Director at Salesforce
Industry Information Technology and Services
Experience
Salesforce August 2012 - Present
Oracle February 2010 - August 2012
Oracle August 2006 - February 2010
Oracle October 2004 - August 2006
Wells Fargo May 2003 - July 2004
Andersen Consulting / Accenture October 1998 - August 2002
Dean Witter January 1997 - January 1998
Skills
Leadership, Business Case, Project Portfolio..., PMO, IT Strategy, Business Transformation, Business Process..., Business Process..., Management Consulting, Business Intelligence, Enterprise Software, Strategy, Strategic Planning, Program Management, Change Management, Governance, KPI implementation, Key Performance..., Business Strategy, Business Process, Business Process Design, Business Process Mapping, Adoption, Strategic Roadmaps, Roadmap Creation, IT Management, Key Message Development, Demand Generation, Management, Project Management, CRM, Professional Services, Consulting, Cross-functional Team..., Product Management, SaaS, Business Analysis, Cloud Computing, Salesforce.com
Education
Stanford University 2007 — 2008
Professional Certification, Strategic Decision Making and Risk Management
University of the Pacific - Eberhardt School of Business 1997 — 1998
MBA, Business
University of the Pacific - Eberhardt School of Business 1993 — 1997
Bachelors of Science, Business
Monte Vista High School 1991 — 1993
Salesforce August 2012 - Present
Oracle February 2010 - August 2012
Oracle August 2006 - February 2010
Oracle October 2004 - August 2006
Wells Fargo May 2003 - July 2004
Andersen Consulting / Accenture October 1998 - August 2002
Dean Witter January 1997 - January 1998
Skills
Leadership, Business Case, Project Portfolio..., PMO, IT Strategy, Business Transformation, Business Process..., Business Process..., Management Consulting, Business Intelligence, Enterprise Software, Strategy, Strategic Planning, Program Management, Change Management, Governance, KPI implementation, Key Performance..., Business Strategy, Business Process, Business Process Design, Business Process Mapping, Adoption, Strategic Roadmaps, Roadmap Creation, IT Management, Key Message Development, Demand Generation, Management, Project Management, CRM, Professional Services, Consulting, Cross-functional Team..., Product Management, SaaS, Business Analysis, Cloud Computing, Salesforce.com
Education
Stanford University 2007 — 2008
Professional Certification, Strategic Decision Making and Risk Management
University of the Pacific - Eberhardt School of Business 1997 — 1998
MBA, Business
University of the Pacific - Eberhardt School of Business 1993 — 1997
Bachelors of Science, Business
Monte Vista High School 1991 — 1993
Amina Richardson Amina Richardson's Wells Fargo Experience September 2007 - June 2010
Job Medical Student
Industry Hospital & Health Care
Experience
Convergys April 2013 - July 2013
Office Depot September 2010 - April 2013
UNC Charlotte January 2012 - May 2012
Wells Fargo September 2007 - June 2010
Stanford University September 2006 - June 2007
Stanford University March 2006 - December 2006
Stanford University September 2005 - June 2006
Education
Howard University College of Medicine 2013 — 2017
University of North Carolina at Charlotte 2009 — 2012
Bachelor of Science (BS), Biology/Biological Sciences, General
Stanford University 2003 — 2007
Bachelor of Arts (BA), Psychology; Health and Development
Convergys April 2013 - July 2013
Office Depot September 2010 - April 2013
UNC Charlotte January 2012 - May 2012
Wells Fargo September 2007 - June 2010
Stanford University September 2006 - June 2007
Stanford University March 2006 - December 2006
Stanford University September 2005 - June 2006
Education
Howard University College of Medicine 2013 — 2017
University of North Carolina at Charlotte 2009 — 2012
Bachelor of Science (BS), Biology/Biological Sciences, General
Stanford University 2003 — 2007
Bachelor of Arts (BA), Psychology; Health and Development
Cindy Koehn Cindy Koehn's Wells Fargo Experience June 1994 - December 2000
Job Partner at Wilbanks Partners, LLC
Industry Management Consulting
Experience
Wilbanks Partners, LLC June 2015 - Present
San Francisco Girls Chorus September 2014 - Present
Marin Montessori School July 2012 - July 2015
Marin Montessori School September 2003 - June 2010
Wells Fargo June 1994 - December 2000
Prager & Co., LLC January 1990 - December 1994
Russell Reynolds Associates January 1986 - January 1990
The First Boston Corporation September 1981 - January 1986
Education
Stanford University
Bachelor's degree, American Studies
Wilbanks Partners, LLC June 2015 - Present
San Francisco Girls Chorus September 2014 - Present
Marin Montessori School July 2012 - July 2015
Marin Montessori School September 2003 - June 2010
Wells Fargo June 1994 - December 2000
Prager & Co., LLC January 1990 - December 1994
Russell Reynolds Associates January 1986 - January 1990
The First Boston Corporation September 1981 - January 1986
Education
Stanford University
Bachelor's degree, American Studies
Kapil Kanagal's Wells Fargo Experience June 2014 - September 2014
Job Research Assistant at Stanford University School of Medicine
Industry Biotechnology
Experience
Stanford University School of Medicine September 2014 - Present
Admissions Hero August 2014 - January 2015
Wells Fargo June 2014 - September 2014
Arizona State University April 2011 - September 2013
Brophy College Preparatory May 2011 - July 2011
Skills
Sustainable Strategies, Cancer Therapeutics, Public Speaking, Environmental Research, Grassroots Lobbying, Cell Culture, English, Data Analysis, Biotechnology, Public Policy, Microsoft Excel, Research, C++, Matlab, Leadership, PowerPoint, Social Media
Education
Stanford University 2013 — 2017
Bachelor of Science (B.S.), Computer Science
Brophy College Preparatory 2009 — 2013
High School Diploma, --
Stanford University School of Medicine September 2014 - Present
Admissions Hero August 2014 - January 2015
Wells Fargo June 2014 - September 2014
Arizona State University April 2011 - September 2013
Brophy College Preparatory May 2011 - July 2011
Skills
Sustainable Strategies, Cancer Therapeutics, Public Speaking, Environmental Research, Grassroots Lobbying, Cell Culture, English, Data Analysis, Biotechnology, Public Policy, Microsoft Excel, Research, C++, Matlab, Leadership, PowerPoint, Social Media
Education
Stanford University 2013 — 2017
Bachelor of Science (B.S.), Computer Science
Brophy College Preparatory 2009 — 2013
High School Diploma, --
Haiyin Wang Haiyin Wang's Wells Fargo Experience June 2015 - Present
Job Analytics Consulting Intern at Wells Fargo
Industry
Experience
Wells Fargo June 2015 - Present
Wells Fargo January 2015 - March 2015
Stanford University June 2014 - August 2014
Texas Center of Superconductivity June 2011 - December 2012
University of Texas at Arlington, Welch Summer Scholars Program June 2012 - July 2012
Skills
Consumer Electronics, C, C++, Java, SQL, Microsoft Excel, Data Analysis, Statistical Modeling, Ad Hoc Reporting, Incentive Programs, Public Speaking, Mentoring, Inorganic Synthesis, Organic Synthesis, Photoluminescence, Academic Tutoring, Research
Education
Stanford University 2013 — 2017
Bachelor of Science, Computer Science
Glenda Dawson High School 2009 — 2013
Wells Fargo June 2015 - Present
Wells Fargo January 2015 - March 2015
Stanford University June 2014 - August 2014
Texas Center of Superconductivity June 2011 - December 2012
University of Texas at Arlington, Welch Summer Scholars Program June 2012 - July 2012
Skills
Consumer Electronics, C, C++, Java, SQL, Microsoft Excel, Data Analysis, Statistical Modeling, Ad Hoc Reporting, Incentive Programs, Public Speaking, Mentoring, Inorganic Synthesis, Organic Synthesis, Photoluminescence, Academic Tutoring, Research
Education
Stanford University 2013 — 2017
Bachelor of Science, Computer Science
Glenda Dawson High School 2009 — 2013
Janice Ahn Janice Ahn's Wells Fargo Experience August 2013 - Present
Job Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2013 - Present
Wells Fargo March 2013 - July 2013
Wells Fargo June 2010 - February 2013
McMaster-Carr June 2008 - May 2010
Skills
Financial Analysis, Credit, Portfolio Management, Finance, Credit Risk, Credit Analysis, Underwriting, Commercial Banking, Financial Modeling, Business Development, Financial Structuring, Corporate Finance
Education
Stanford University 2004 — 2008
B.A.
Seoul International School
Wells Fargo August 2013 - Present
Wells Fargo March 2013 - July 2013
Wells Fargo June 2010 - February 2013
McMaster-Carr June 2008 - May 2010
Skills
Financial Analysis, Credit, Portfolio Management, Finance, Credit Risk, Credit Analysis, Underwriting, Commercial Banking, Financial Modeling, Business Development, Financial Structuring, Corporate Finance
Education
Stanford University 2004 — 2008
B.A.
Seoul International School
Aarti Gumber Aarti Gumber's Wells Fargo Experience January 2010 - June 2011
Job Senior Tax Accountant at Bader Martin, P.S.
Industry Accounting
Experience
Bader Martin, P.S. August 2012 - Present
Wells Fargo January 2010 - June 2011
ICICI Bank February 2003 - December 2004
Skills
Tax Law, Corporate Tax, Tax Returns, Banking, Tax, Research, Data Analysis, Accounting, Retail Banking, Personal Financial..., Financial Statements, Portfolio Management, Financial Services, Analysis, Account Reconciliation, Partnership Taxation, S Corporations, International Tax..., Tax Preparation, Financial Analysis, Income Tax, Finance
Education
University of Washington, Michael G. Foster School of Business 2011 — 2012
MPAcc, Taxation
St. Thomas Aquinas College
St. Thomas Aquinas College
Wynberg Allen
Bader Martin, P.S. August 2012 - Present
Wells Fargo January 2010 - June 2011
ICICI Bank February 2003 - December 2004
Skills
Tax Law, Corporate Tax, Tax Returns, Banking, Tax, Research, Data Analysis, Accounting, Retail Banking, Personal Financial..., Financial Statements, Portfolio Management, Financial Services, Analysis, Account Reconciliation, Partnership Taxation, S Corporations, International Tax..., Tax Preparation, Financial Analysis, Income Tax, Finance
Education
University of Washington, Michael G. Foster School of Business 2011 — 2012
MPAcc, Taxation
St. Thomas Aquinas College
St. Thomas Aquinas College
Wynberg Allen
Frank Swart Frank Swart's Wells Fargo Experience February 2015 - Present
Job Customer Support and Client Services Management.
Industry Financial Services
Experience
Wells Fargo February 2015 - Present
FGS Management Consulting October 2014 - Present
Wells Fargo May 2012 - February 2015
Wells Fargo November 2008 - April 2012
Teleperformance Mexico October 2006 - October 2008
Shangri-La English Institute June 2003 - September 2008
Teleperformance Mexico (Hispanic Teleservices Corporation) July 2005 - October 2006
Skills
Call Centers, Training, Customer Service, Sales, Coaching, CRM, Management, Leadership, Spanish, Call Center, Project Management, Outsourcing, Team Leadership, Microsoft Office, Telecommunications, Advertising, Banking, Credit, Microsoft Excel, English, Program Management, Teamwork, Finance, Mortgage Servicing, Customer Satisfaction, Analysis, Team Building, Public Speaking, Adobe Acrobat, Auditing, Commercial Mortgages, Loss Mitigation, Contact Centers, Data Analysis, Strategic Planning, Financial Analysis, PowerPoint, Microsoft Word, Workforce Management, Workforce Planning, Process Improvement, Recruiting, Account Management, Zendesk, Olark, Customer Support, B2B, Product Development
Education
Universidad del Valle de México 2002 — 2006
Bachelor of Science (B.S.), Marketing
Instituto de Artes Audiovisuales 2002 — 2003
Audiovisual Communications Technologies/Technicians
Stanford University
Creativity and Leadership, Continuing Studies
Stanford University
Managing Inovation, Continuing Studies
Wells Fargo February 2015 - Present
FGS Management Consulting October 2014 - Present
Wells Fargo May 2012 - February 2015
Wells Fargo November 2008 - April 2012
Teleperformance Mexico October 2006 - October 2008
Shangri-La English Institute June 2003 - September 2008
Teleperformance Mexico (Hispanic Teleservices Corporation) July 2005 - October 2006
Skills
Call Centers, Training, Customer Service, Sales, Coaching, CRM, Management, Leadership, Spanish, Call Center, Project Management, Outsourcing, Team Leadership, Microsoft Office, Telecommunications, Advertising, Banking, Credit, Microsoft Excel, English, Program Management, Teamwork, Finance, Mortgage Servicing, Customer Satisfaction, Analysis, Team Building, Public Speaking, Adobe Acrobat, Auditing, Commercial Mortgages, Loss Mitigation, Contact Centers, Data Analysis, Strategic Planning, Financial Analysis, PowerPoint, Microsoft Word, Workforce Management, Workforce Planning, Process Improvement, Recruiting, Account Management, Zendesk, Olark, Customer Support, B2B, Product Development
Education
Universidad del Valle de México 2002 — 2006
Bachelor of Science (B.S.), Marketing
Instituto de Artes Audiovisuales 2002 — 2003
Audiovisual Communications Technologies/Technicians
Stanford University
Creativity and Leadership, Continuing Studies
Stanford University
Managing Inovation, Continuing Studies
Michael M. Monahan Michael M. Monahan's Wells Fargo Experience 2014 - Present
Job Experienced EHS Leader | Skilled Risk Management Practitioner
Industry Financial Services
Experience
Wells Fargo 2014 - Present
Treasury Wine Estates (previously Foster's Wine Estates) 2008 - 2014
Foster's Wine Estates 2003 - 2008
Foster's Wine Estates 2000 - 2003
S.M.C., Ltd 1991 - 1999
Skills
Risk Management, Business Process..., Process Improvement, Wine, Business Strategy, Cross-functional Team..., Enterprise Risk..., Leadership, Supply Chain, Crisis Management, Business Continuity..., Financial Analysis, Management Consulting, Inventory Management, Business Continuity, Change Management, Loss Prevention, Strategic Planning, Budgets, Management
Education
Stanford University
Professional Certificate, Strategic Decision and Risk Management
The John Marshall Law School
Doctor of Law (J.D.)
Washington and Lee University
BA, Economics
Wells Fargo 2014 - Present
Treasury Wine Estates (previously Foster's Wine Estates) 2008 - 2014
Foster's Wine Estates 2003 - 2008
Foster's Wine Estates 2000 - 2003
S.M.C., Ltd 1991 - 1999
Skills
Risk Management, Business Process..., Process Improvement, Wine, Business Strategy, Cross-functional Team..., Enterprise Risk..., Leadership, Supply Chain, Crisis Management, Business Continuity..., Financial Analysis, Management Consulting, Inventory Management, Business Continuity, Change Management, Loss Prevention, Strategic Planning, Budgets, Management
Education
Stanford University
Professional Certificate, Strategic Decision and Risk Management
The John Marshall Law School
Doctor of Law (J.D.)
Washington and Lee University
BA, Economics
Lauren Travis, MBA, CPCC Lauren Travis, MBA, CPCC's Wells Fargo Experience January 2014 - Present
Job CoActive Coach with interest in Leadership Development and Personal Growth
Industry Professional Training & Coaching
Experience
Wells Fargo January 2014 - Present
Wells Fargo March 2010 - December 2013
Wells Fargo June 2007 - March 2010
University of San Francisco August 2006 - May 2008
InsideTrack Learning August 2005 - April 2007
MRM Partners September 2004 - July 2005
International Diplomacy Council July 2002 - June 2004
World Affairs Council of Northern California July 2001 - June 2002
Skills
Non-profits, Leadership Development, Program Management, Leadership, Coaching, Event Planning, Project Management, Staff Development, Human Resources, Personnel Management
Education
Coaches Training Institute 2011 — 2012
Certification, Co-Active Coaching
University of San Francisco - Masagung Graduate School of Management 2006 — 2008
MBA
Stanford University 1997 — 2001
Bachelor of Arts (B.A.)
Wells Fargo January 2014 - Present
Wells Fargo March 2010 - December 2013
Wells Fargo June 2007 - March 2010
University of San Francisco August 2006 - May 2008
InsideTrack Learning August 2005 - April 2007
MRM Partners September 2004 - July 2005
International Diplomacy Council July 2002 - June 2004
World Affairs Council of Northern California July 2001 - June 2002
Skills
Non-profits, Leadership Development, Program Management, Leadership, Coaching, Event Planning, Project Management, Staff Development, Human Resources, Personnel Management
Education
Coaches Training Institute 2011 — 2012
Certification, Co-Active Coaching
University of San Francisco - Masagung Graduate School of Management 2006 — 2008
MBA
Stanford University 1997 — 2001
Bachelor of Arts (B.A.)
Steven Balch Steven Balch's Wells Fargo Experience 1998 - 1999
Job Programmer/Analyst III (SAS) at Group Health Cooperative
Industry Hospital & Health Care
Experience
Group Health Cooperative 2007 - Present
ICOS 2006 - 2007
Washington Mutual Bank 2005 - 2006
Kaiser Permanente Center for Health Research 2002 - 2005
Household International 1999 - 2002
Wells Fargo 1998 - 1999
Wells Fargo 1997 - 1998
Matrix Pharmaceuticals A/S 1995 - 1997
Allstate 1990 - 1995
Skills
SAS Programming, Access, Clinical Trials, SAS, SAS programming, Credit Cards, Data Management, Clinical Research, Research, Biotechnology, SQL, Data Quality, Data Analysis, Clinical Data Management, Databases
Education
University of California, Berkeley 1980 — 1982
Master of Business Administration (M.B.A.), Corporate Finance, Accounting
Stanford University 1975 — 1976
Master of Arts (MA), Economics
Stanford University 1971 — 1975
Bachelor of Arts (B.A.), Economics
Group Health Cooperative 2007 - Present
ICOS 2006 - 2007
Washington Mutual Bank 2005 - 2006
Kaiser Permanente Center for Health Research 2002 - 2005
Household International 1999 - 2002
Wells Fargo 1998 - 1999
Wells Fargo 1997 - 1998
Matrix Pharmaceuticals A/S 1995 - 1997
Allstate 1990 - 1995
Skills
SAS Programming, Access, Clinical Trials, SAS, SAS programming, Credit Cards, Data Management, Clinical Research, Research, Biotechnology, SQL, Data Quality, Data Analysis, Clinical Data Management, Databases
Education
University of California, Berkeley 1980 — 1982
Master of Business Administration (M.B.A.), Corporate Finance, Accounting
Stanford University 1975 — 1976
Master of Arts (MA), Economics
Stanford University 1971 — 1975
Bachelor of Arts (B.A.), Economics
Jackie Lamping Jackie Lamping's Wells Fargo Experience November 2007 - June 2009
Job Sr. Director, Growth Marketing at AdRoll
Industry Marketing and Advertising
Experience
AdRoll January 2014 - Present
Twitter February 2013 - December 2013
Apollo Group January 2012 - February 2013
Apollo Group February 2011 - February 2013
Apollo Group June 2009 - February 2013
Wells Fargo November 2007 - June 2009
Wells Fargo January 2007 - June 2009
QuinStreet February 2006 - December 2006
QuinStreet May 2005 - December 2006
Hoffman/Lewis January 2005 - April 2005
Skills
Digital Media, Strategy, Social Media, Product Marketing, Marketing Strategy, Social Media Marketing, Content Strategy, Strategic Planning, Team Leadership, Brand Management, Advertising, Digital Marketing, Integrated Marketing, Media Planning, Marketing, Lead Generation, Display Advertising, Brand Personality, Social Analytics, Mobile Advertising, Market Research, Creative Strategy, Customer Acquisition, Demand Generation, Real-time Marketing
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA, Marketing
Stanford University
B.A., Human Biology
University of Sydney
AdRoll January 2014 - Present
Twitter February 2013 - December 2013
Apollo Group January 2012 - February 2013
Apollo Group February 2011 - February 2013
Apollo Group June 2009 - February 2013
Wells Fargo November 2007 - June 2009
Wells Fargo January 2007 - June 2009
QuinStreet February 2006 - December 2006
QuinStreet May 2005 - December 2006
Hoffman/Lewis January 2005 - April 2005
Skills
Digital Media, Strategy, Social Media, Product Marketing, Marketing Strategy, Social Media Marketing, Content Strategy, Strategic Planning, Team Leadership, Brand Management, Advertising, Digital Marketing, Integrated Marketing, Media Planning, Marketing, Lead Generation, Display Advertising, Brand Personality, Social Analytics, Mobile Advertising, Market Research, Creative Strategy, Customer Acquisition, Demand Generation, Real-time Marketing
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA, Marketing
Stanford University
B.A., Human Biology
University of Sydney
Shin Choy Yeung Shin Choy Yeung's Wells Fargo Experience 2013 - 2013
Job
Industry Information Technology and Services
Experience
MUFG Union Bank - Bank of Tokyo-Mitsubishi UFJ March 2014 - Present
Union Bank March 2014 - Present
Bank of the West, BNP Paribas Group 2013 - March 2014
Wells Fargo 2013 - 2013
Cognizant Technology Solutions 2012 - 2013
Cisco Systems 2007 - 2012
Kaiser Permanente IT 2007 - 2007
NetApp Inc. 2006 - 2007
Kaiser Permanente - Oakland, California August 2005 - 2006
Cisco Systems 2000 - July 2005
Skills
Program Management, SDLC, Cross-functional Team..., Business Intelligence, Enterprise Software, Business Process, Agile Methodologies, Vendor Management, Security, Team Leadership, Management, Process Improvement, Strategic Planning, Project Management, Leadership, Identity Management, Strategy, IT Strategy, IT Management, Governance, IT Service Management, Software Project..., Change Management, Telecommunications, Scrum, PMO, Virtualization, Testing, ITIL, SOA, Agile Project Management, People Skills, Strategic Thinking, Vendor Risk Management, Risk Management
Education
University of Toronto
BSc Hons
Stanford University
The George Washington University - School of Business
Masters Cert -Project Management
College du Saint Esprit
ORACLE Corp.
Novell Inc.
MUFG Union Bank - Bank of Tokyo-Mitsubishi UFJ March 2014 - Present
Union Bank March 2014 - Present
Bank of the West, BNP Paribas Group 2013 - March 2014
Wells Fargo 2013 - 2013
Cognizant Technology Solutions 2012 - 2013
Cisco Systems 2007 - 2012
Kaiser Permanente IT 2007 - 2007
NetApp Inc. 2006 - 2007
Kaiser Permanente - Oakland, California August 2005 - 2006
Cisco Systems 2000 - July 2005
Skills
Program Management, SDLC, Cross-functional Team..., Business Intelligence, Enterprise Software, Business Process, Agile Methodologies, Vendor Management, Security, Team Leadership, Management, Process Improvement, Strategic Planning, Project Management, Leadership, Identity Management, Strategy, IT Strategy, IT Management, Governance, IT Service Management, Software Project..., Change Management, Telecommunications, Scrum, PMO, Virtualization, Testing, ITIL, SOA, Agile Project Management, People Skills, Strategic Thinking, Vendor Risk Management, Risk Management
Education
University of Toronto
BSc Hons
Stanford University
The George Washington University - School of Business
Masters Cert -Project Management
College du Saint Esprit
ORACLE Corp.
Novell Inc.
Anick Thomas Anick Thomas's Wells Fargo Experience June 2014 - Present
Job TM Sales Analyst
Industry Banking
Experience
Wells Fargo June 2014 - Present
Wells Fargo November 2006 - Present
Coach April 2002 - April 2003
Skills
Microsoft Office, Quality Assurance, Banking, Customer Satisfaction, Customer Service, Mortgage Lending, Team-oriented, Loans, Small Business Lending, Commercial Lending, Commercial Banking, Credit, Lines Of Credit, Treasury Management
Education
St. Thomas University (CA) 1991 — 1994
BA, Political Science and English
Wells Fargo June 2014 - Present
Wells Fargo November 2006 - Present
Coach April 2002 - April 2003
Skills
Microsoft Office, Quality Assurance, Banking, Customer Satisfaction, Customer Service, Mortgage Lending, Team-oriented, Loans, Small Business Lending, Commercial Lending, Commercial Banking, Credit, Lines Of Credit, Treasury Management
Education
St. Thomas University (CA) 1991 — 1994
BA, Political Science and English
Amy Thorne Pitt Amy Thorne Pitt's Wells Fargo Experience 1997 - 2008
Job Director
Industry Banking
Experience
Samaritan's Purse & Billy Graham Association 2009 - 2015
Sona International 2012 - 2014
Wells Fargo 1997 - 2008
Lincoln Center for the Performing Arts 1995 - 1997
Morgan Stanley 1991 - 1994
Education
Stanford University 1994 — 1995
M.A., Education
University of North Carolina at Chapel Hill 1987 — 1991
B.A., Economics & International Studies
Samaritan's Purse & Billy Graham Association 2009 - 2015
Sona International 2012 - 2014
Wells Fargo 1997 - 2008
Lincoln Center for the Performing Arts 1995 - 1997
Morgan Stanley 1991 - 1994
Education
Stanford University 1994 — 1995
M.A., Education
University of North Carolina at Chapel Hill 1987 — 1991
B.A., Economics & International Studies
Alec Mazo Alec Mazo's Wells Fargo Experience November 1999 - June 2005
Job Media/Investment business professional
Industry Media Production
Experience
DGLogik, INC January 2008 - Present
Dancing Pros Inc May 2006 - Present
ABC Television June 2005 - December 2009
Wells Fargo November 1999 - June 2005
Genesis Inc January 1994 - June 2005
Skills
Financial Analysis, Contract Negotiations, Content Development, Management Consulting, Marketing Strategy, Team Management, Media Production, Investments, Valuation, Budgets, Business Development, Business Planning, Business Strategy, Consulting, Contract Negotiation, Cross-functional Team..., E-commerce, Entrepreneurship, Executive Management, Finance, Leadership, Management, Private Equity, Sales, Start-ups, Strategic Partnerships, Strategy, Venture Capital
Education
Stanford Graduate School of Business 2011 — 2012
Alfred P. Sloan Fellow, Master of Science, Management
University of California, Los Angeles 2009 — 2010
Certificate of Finance, Finance
University of California, Berkeley 1997 — 2003
BA, Cognitive Science/Psychology
DGLogik, INC January 2008 - Present
Dancing Pros Inc May 2006 - Present
ABC Television June 2005 - December 2009
Wells Fargo November 1999 - June 2005
Genesis Inc January 1994 - June 2005
Skills
Financial Analysis, Contract Negotiations, Content Development, Management Consulting, Marketing Strategy, Team Management, Media Production, Investments, Valuation, Budgets, Business Development, Business Planning, Business Strategy, Consulting, Contract Negotiation, Cross-functional Team..., E-commerce, Entrepreneurship, Executive Management, Finance, Leadership, Management, Private Equity, Sales, Start-ups, Strategic Partnerships, Strategy, Venture Capital
Education
Stanford Graduate School of Business 2011 — 2012
Alfred P. Sloan Fellow, Master of Science, Management
University of California, Los Angeles 2009 — 2010
Certificate of Finance, Finance
University of California, Berkeley 1997 — 2003
BA, Cognitive Science/Psychology
Steve Solomon, CFA Steve Solomon, CFA's Wells Fargo Experience October 1998 - October 2000
Job Wealth Management Executive
Industry Investment Management
Experience
US Trust April 2009 - Present
First Republic Bank June 2008 - March 2009
Bank of the West October 2000 - June 2008
Wells Fargo October 1998 - October 2000
Philadelphia Phillies 1992 - 1996
Skills
Asset Management, Equities, Wealth Management, Fixed Income, Valuation, Banking, High Net Worth..., Asset Allocation, Portfolio Management, Investments, Investment Management, Alternative Investments, Investment Advisory
Education
Stanford University 1988 — 1992
BA, Economics
CFA Institute
CFA Designation
US Trust April 2009 - Present
First Republic Bank June 2008 - March 2009
Bank of the West October 2000 - June 2008
Wells Fargo October 1998 - October 2000
Philadelphia Phillies 1992 - 1996
Skills
Asset Management, Equities, Wealth Management, Fixed Income, Valuation, Banking, High Net Worth..., Asset Allocation, Portfolio Management, Investments, Investment Management, Alternative Investments, Investment Advisory
Education
Stanford University 1988 — 1992
BA, Economics
CFA Institute
CFA Designation
Francina LeClercq's Wells Fargo Experience October 2006 - May 2008
Job AwardWinning Communicator with Expertise in Change
Industry Public Relations and Communications
Experience
Corp. Comms Consulting March 2009 - Present
Pacific Pulmonary Services January 2015 - July 2015
Wells Fargo October 2006 - May 2008
Hospice By The Bay October 2004 - September 2006
Chevron March 2004 - June 2004
Fireman's Fund Insurance Company June 1999 - May 2001
Fleishman-Hillard PR 1998 - 1999
Skills
Communication Training, Public Relations, Internal Communications, Change Management..., Transformation..., Executive Communications, Strategy, Change Management, Marketing Communications, Communication, Nonprofits, Mergers, Mergers & Acquisitions, Corporate Communications, Leadership, Strategic Planning, Strategic Communications, Project Management, Management, Fundraising, Cross-functional Team..., Marketing, Media Relations, Messaging, Crisis Communications, New Business Development, Integrated Marketing, Speech Writing, Human Resources, Copywriting, Press Releases, Community Development, Social Media Marketing, Newsletters, Content Development, Social Media, Social Networking, Thought Leadership
Education
Stanford University
MA
University of Michigan
BA
University of California, Berkeley
Corp. Comms Consulting March 2009 - Present
Pacific Pulmonary Services January 2015 - July 2015
Wells Fargo October 2006 - May 2008
Hospice By The Bay October 2004 - September 2006
Chevron March 2004 - June 2004
Fireman's Fund Insurance Company June 1999 - May 2001
Fleishman-Hillard PR 1998 - 1999
Skills
Communication Training, Public Relations, Internal Communications, Change Management..., Transformation..., Executive Communications, Strategy, Change Management, Marketing Communications, Communication, Nonprofits, Mergers, Mergers & Acquisitions, Corporate Communications, Leadership, Strategic Planning, Strategic Communications, Project Management, Management, Fundraising, Cross-functional Team..., Marketing, Media Relations, Messaging, Crisis Communications, New Business Development, Integrated Marketing, Speech Writing, Human Resources, Copywriting, Press Releases, Community Development, Social Media Marketing, Newsletters, Content Development, Social Media, Social Networking, Thought Leadership
Education
Stanford University
MA
University of Michigan
BA
University of California, Berkeley
Barbara White Thompson Barbara White Thompson's Wells Fargo Experience January 2012 - Present
Job Senior Vice President/Regional Manager Wells Fargo Central Coast Commercial Banking
Industry Financial Services
Experience
Wells Fargo January 2012 - Present
Wells Fargo June 2006 - January 2012
Wells Fargo July 2000 - June 2006
Bank of America January 1999 - June 2000
Bank of America February 1994 - January 1999
Matson Navigation March 1989 - October 1990
Wells Fargo June 1983 - March 1989
Wells Fargo January 1983 - June 1983
Wells Fargo July 1980 - January 1983
Skills
Credit Risk, Credit Analysis, Business Relationship..., Problem Solving, Collaborative Leadership, Commercial Banking, Banking, Loans, Commercial Lending
Education
Stanford University 1973 — 1977
Bachelor of Arts, Economics
Wells Fargo January 2012 - Present
Wells Fargo June 2006 - January 2012
Wells Fargo July 2000 - June 2006
Bank of America January 1999 - June 2000
Bank of America February 1994 - January 1999
Matson Navigation March 1989 - October 1990
Wells Fargo June 1983 - March 1989
Wells Fargo January 1983 - June 1983
Wells Fargo July 1980 - January 1983
Skills
Credit Risk, Credit Analysis, Business Relationship..., Problem Solving, Collaborative Leadership, Commercial Banking, Banking, Loans, Commercial Lending
Education
Stanford University 1973 — 1977
Bachelor of Arts, Economics
Lew Coleman Lew Coleman's Wells Fargo Experience 1973 - 1986
Job Retired
Industry Fishery
Experience
Self Employed January 2015 - Present
DreamWorks Animation July 2014 - January 2015
DreamWorks Animation December 2005 - July 2014
Gordon and Betty Moore Foundation November 2000 - December 2004
Banc of America Securities 1998 - 2000
Banc of America Securities 1995 - 1998
Bank of America 1986 - 1995
Wells Fargo 1973 - 1986
Bank of California 1964 - 1973
Education
Stanford University 1963 — 1965
Bachelor of Arts (B.A.), Economics
Self Employed January 2015 - Present
DreamWorks Animation July 2014 - January 2015
DreamWorks Animation December 2005 - July 2014
Gordon and Betty Moore Foundation November 2000 - December 2004
Banc of America Securities 1998 - 2000
Banc of America Securities 1995 - 1998
Bank of America 1986 - 1995
Wells Fargo 1973 - 1986
Bank of California 1964 - 1973
Education
Stanford University 1963 — 1965
Bachelor of Arts (B.A.), Economics
Jacob Hurst Jacob Hurst's Wells Fargo Experience March 2003 - November 2007
Job Asst. Director/Head of Public Services & Adjunct Professor of Law at St. Thomas University School of Law
Industry Libraries
Experience
St. Thomas University School of Law October 2011 - Present
United States District Court for the Southern District of Florida January 2011 - May 2011
Florida Supreme Court January 2010 - May 2010
Wells Fargo March 2003 - November 2007
Wells Fargo April 2000 - March 2003
Skills
Legal Research, Legal Writing, Microsoft Office, Library Instruction, Instructional Design, Library Science, Library Management, Research, Community Outreach, Library, Information Literacy, Westlaw
Education
University of South Florida 2012 — 2014
Master of Library & Information Science (M.L.I.S.), Library and Information Science, Summa Cum Laude
St. Thomas University School of Law 2008 — 2011
Doctor of Law (JD), Cum Laude
University of Utah 1998 — 2002
Bachelor of Science (BS), Political Science and Government
St. Thomas University School of Law October 2011 - Present
United States District Court for the Southern District of Florida January 2011 - May 2011
Florida Supreme Court January 2010 - May 2010
Wells Fargo March 2003 - November 2007
Wells Fargo April 2000 - March 2003
Skills
Legal Research, Legal Writing, Microsoft Office, Library Instruction, Instructional Design, Library Science, Library Management, Research, Community Outreach, Library, Information Literacy, Westlaw
Education
University of South Florida 2012 — 2014
Master of Library & Information Science (M.L.I.S.), Library and Information Science, Summa Cum Laude
St. Thomas University School of Law 2008 — 2011
Doctor of Law (JD), Cum Laude
University of Utah 1998 — 2002
Bachelor of Science (BS), Political Science and Government
Madeline Salocks Madeline Salocks's Wells Fargo Experience 2012 - 2013
Job Web Developer at LendingTree, Protiviti, and other SF Bay Area companies
Industry Computer Software
Experience
Protiviti 2015 - Present
LendingTree 2014 - Present
Various SF Bay Area companies/organizations 2004 - Present
Zend Technologies 2013 - 2014
Wells Fargo 2012 - 2013
Teachscape 2012 - 2012
Wells Fargo 2010 - 2011
Kodak Gallery 2010 - 2010
The Kessler Group September 2006 - December 2008
PetersenDean August 2005 - September 2006
Skills
HTML, CSS, Photoshop, Dreamweaver, Graphic Design, User Experience, PHP, Flash, WordPress, Web Development, Web Design, JavaScript, Web Applications, AJAX, Creative Direction, User Interface Design, Online Marketing, Databases, Information Architecture, InDesign, Interaction Design, User Interface, MySQL, SDLC, Software Development, Email Marketing, ActionScript, Website Development, Mobile Applications, jQuery, Usability Testing, E-commerce, HTML 5
Education
Stanford University
MA/DMA Music
University of California Berkeley
BA, Music
Protiviti 2015 - Present
LendingTree 2014 - Present
Various SF Bay Area companies/organizations 2004 - Present
Zend Technologies 2013 - 2014
Wells Fargo 2012 - 2013
Teachscape 2012 - 2012
Wells Fargo 2010 - 2011
Kodak Gallery 2010 - 2010
The Kessler Group September 2006 - December 2008
PetersenDean August 2005 - September 2006
Skills
HTML, CSS, Photoshop, Dreamweaver, Graphic Design, User Experience, PHP, Flash, WordPress, Web Development, Web Design, JavaScript, Web Applications, AJAX, Creative Direction, User Interface Design, Online Marketing, Databases, Information Architecture, InDesign, Interaction Design, User Interface, MySQL, SDLC, Software Development, Email Marketing, ActionScript, Website Development, Mobile Applications, jQuery, Usability Testing, E-commerce, HTML 5
Education
Stanford University
MA/DMA Music
University of California Berkeley
BA, Music
Charanpreet Mann, CSM, PMP Charanpreet Mann, CSM, PMP's Wells Fargo Experience July 2009 - December 2010
Job Senior Business Analyst at Federal Reserve Bank of San Francisco
Industry Banking
Experience
Federal Reserve Bank of San Francisco September 2011 - Present
Silicon Valley Bank December 2010 - September 2011
Wells Fargo July 2009 - December 2010
JP Morgan Chase / WaMu June 2007 - January 2009
Keane Corporation March 2005 - May 2007
Electronic Arts May 2006 - April 2007
CV Therapeutics November 2005 - April 2006
PMI Group June 2005 - October 2005
NRPI March 2005 - June 2005
AT&T July 2004 - February 2005
Skills
Business Process, Business Analysis, UML, Business Requirements, Requirements Analysis, Use Case Analysis, Requirements Gathering, Business Intelligence, Agile Methodologies, Scrum, PMP, Waterfall, RUP, SDLC, Sparx Enterprise..., Visio, Software Project..., Product Management, Software Quality..., User Acceptance Testing, Vendor Management, Project Management, Software Documentation, Business Process Design, Data Warehousing, Systems Analysis, Software Development, Integration, Quality Assurance, SOA, Cross-functional Team...
Education
University of Michigan 1998 — 2002
Computer Science, Information Systems
Stanford University
Advanced Project Management
Federal Reserve Bank of San Francisco September 2011 - Present
Silicon Valley Bank December 2010 - September 2011
Wells Fargo July 2009 - December 2010
JP Morgan Chase / WaMu June 2007 - January 2009
Keane Corporation March 2005 - May 2007
Electronic Arts May 2006 - April 2007
CV Therapeutics November 2005 - April 2006
PMI Group June 2005 - October 2005
NRPI March 2005 - June 2005
AT&T July 2004 - February 2005
Skills
Business Process, Business Analysis, UML, Business Requirements, Requirements Analysis, Use Case Analysis, Requirements Gathering, Business Intelligence, Agile Methodologies, Scrum, PMP, Waterfall, RUP, SDLC, Sparx Enterprise..., Visio, Software Project..., Product Management, Software Quality..., User Acceptance Testing, Vendor Management, Project Management, Software Documentation, Business Process Design, Data Warehousing, Systems Analysis, Software Development, Integration, Quality Assurance, SOA, Cross-functional Team...
Education
University of Michigan 1998 — 2002
Computer Science, Information Systems
Stanford University
Advanced Project Management
Gretchen K. Likander Gretchen K. Likander's Wells Fargo Experience July 2012 - October 2013
Job Manager, Compliance for Foreign Exchange at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities November 2013 - Present
Wells Fargo July 2012 - October 2013
Wells Fargo March 2011 - July 2012
Dolby Laboratories, Inc. 2004 - November 2009
Marin Humane Society 2009 - 2009
Dolby Laboratories 2001 - 2005
Zing.com 2000 - 2000
Kiracom.com 1999 - 2000
General Electric 1998 - 1999
AIG 1997 - 1997
Skills
Project Management, Team Leadership, Quality Management, Licensing, Intellectual Property, Legislative Relations, Strategic Partnerships, Contract Negotiation, Privacy Law, Start-ups, Cross-functional Team..., Product Management, Management, Leadership, Program Management, CRM, Increase Productivity, Customer Service, Due Diligence, Risk Management, Competitive Analysis, Business, Trademarks, Business Strategy, Customs Regulations, Strategy, Business Development, Business Process..., Training, Outsourcing, Enforcement, Analysis, Mergers & Acquisitions, Online Advertising, Strategic Planning
Education
Emma Willard School
Stanford University
Advanced Project Management
University of Helsinki
Finnish-Soviet Political & Economic Relations
University of Minnesota-Twin Cities
Women's Studies, Scandinavian Studies
Wells Fargo Securities November 2013 - Present
Wells Fargo July 2012 - October 2013
Wells Fargo March 2011 - July 2012
Dolby Laboratories, Inc. 2004 - November 2009
Marin Humane Society 2009 - 2009
Dolby Laboratories 2001 - 2005
Zing.com 2000 - 2000
Kiracom.com 1999 - 2000
General Electric 1998 - 1999
AIG 1997 - 1997
Skills
Project Management, Team Leadership, Quality Management, Licensing, Intellectual Property, Legislative Relations, Strategic Partnerships, Contract Negotiation, Privacy Law, Start-ups, Cross-functional Team..., Product Management, Management, Leadership, Program Management, CRM, Increase Productivity, Customer Service, Due Diligence, Risk Management, Competitive Analysis, Business, Trademarks, Business Strategy, Customs Regulations, Strategy, Business Development, Business Process..., Training, Outsourcing, Enforcement, Analysis, Mergers & Acquisitions, Online Advertising, Strategic Planning
Education
Emma Willard School
Stanford University
Advanced Project Management
University of Helsinki
Finnish-Soviet Political & Economic Relations
University of Minnesota-Twin Cities
Women's Studies, Scandinavian Studies
Kathleen Christman Kathleen Christman's Wells Fargo Experience 2008 - 2012
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Stanford University June 2014 - Present
San Francisco Bay Area 2013 - Present
Art in Action 2009 - 2013
Wells Fargo 2008 - 2012
San Francisco Bay Area 1999 - 2001
Cisco Systems 1998 - 1999
Bank of America 1985 - 1998
Grey Advertising 1983 - 1985
Skills
Marketing Communications, Online Marketing, Direct Marketing, Branding & Identity, Product Development, Digital Marketing, Social Media Marketing, Marketing Strategy, Product Marketing, Marketing Management, B2B Marketing, Brand Development, Corporate Branding, Competitive Analysis, Corporate Communications, SEO, Advertising, Brand Management, Integrated Marketing
Education
Stanford University Graduate School of Business
MBA, Marketing, Finance
Syracuse University
BFA, Advertising Design
Stanford University June 2014 - Present
San Francisco Bay Area 2013 - Present
Art in Action 2009 - 2013
Wells Fargo 2008 - 2012
San Francisco Bay Area 1999 - 2001
Cisco Systems 1998 - 1999
Bank of America 1985 - 1998
Grey Advertising 1983 - 1985
Skills
Marketing Communications, Online Marketing, Direct Marketing, Branding & Identity, Product Development, Digital Marketing, Social Media Marketing, Marketing Strategy, Product Marketing, Marketing Management, B2B Marketing, Brand Development, Corporate Branding, Competitive Analysis, Corporate Communications, SEO, Advertising, Brand Management, Integrated Marketing
Education
Stanford University Graduate School of Business
MBA, Marketing, Finance
Syracuse University
BFA, Advertising Design
Lianna Wlasiuk Lianna Wlasiuk's Wells Fargo Experience November 2014 - Present
Job Technical Writer 4 at Wells Fargo
Industry Writing and Editing
Experience
Wells Fargo November 2014 - Present
the aubergine word, LLC April 2008 - Present
Manning Publications Co. June 2000 - July 2014
Covalent Technologies, Inc. September 2002 - March 2004
Levi, Ray & Shoup, Inc. June 1999 - December 1999
Portera Systems, Inc. November 1998 - April 1999
Information Access Co. 1990 - 1992
Skills
Fiction, PDF, Online Help, Software Documentation, Manuscript Editing, Proofreading, HTML, Memoir, Non-fiction, Editorial, Technical Writing, Writing Skills, English grammar, Book Production, Manuscript Development, Mentoring, Creative Writing, Manuscript, Pdf, Writing, Books, Editing, Newsletters, Freelance Writing, FrameMaker, Adobe Acrobat, Text Editing, Grammar, Content Management, Publishing, Published Author, Publications, Blogging, AP Style, Content Development
Education
Stanford University
MA, Education
University of California, Berkeley
BA, English
Wells Fargo November 2014 - Present
the aubergine word, LLC April 2008 - Present
Manning Publications Co. June 2000 - July 2014
Covalent Technologies, Inc. September 2002 - March 2004
Levi, Ray & Shoup, Inc. June 1999 - December 1999
Portera Systems, Inc. November 1998 - April 1999
Information Access Co. 1990 - 1992
Skills
Fiction, PDF, Online Help, Software Documentation, Manuscript Editing, Proofreading, HTML, Memoir, Non-fiction, Editorial, Technical Writing, Writing Skills, English grammar, Book Production, Manuscript Development, Mentoring, Creative Writing, Manuscript, Pdf, Writing, Books, Editing, Newsletters, Freelance Writing, FrameMaker, Adobe Acrobat, Text Editing, Grammar, Content Management, Publishing, Published Author, Publications, Blogging, AP Style, Content Development
Education
Stanford University
MA, Education
University of California, Berkeley
BA, English
Jim Bremner Jim Bremner's Wells Fargo Experience September 1983 - January 1990
Job Associate manager at Gibson International
Industry Real Estate
Experience
Gibson International November 2008 - Present
Coldwell Banker January 1998 - October 2008
Jon Douglas Company August 1991 - January 1998
Wells Fargo September 1983 - January 1990
Skills
Real Estate, Relocation, Investment Properties, Residential Homes, Short Sales, Real Estate Transactions, Finance, Buyer Representation, First Time Home Buyers, Marketing, Sellers, REO, Single Family Homes, Home Staging, Condos, Luxury, Sales, Listings, Investors, Foreclosures, Townhomes
Education
Stanford University 1979 — 1983
BA, Economics
Gibson International November 2008 - Present
Coldwell Banker January 1998 - October 2008
Jon Douglas Company August 1991 - January 1998
Wells Fargo September 1983 - January 1990
Skills
Real Estate, Relocation, Investment Properties, Residential Homes, Short Sales, Real Estate Transactions, Finance, Buyer Representation, First Time Home Buyers, Marketing, Sellers, REO, Single Family Homes, Home Staging, Condos, Luxury, Sales, Listings, Investors, Foreclosures, Townhomes
Education
Stanford University 1979 — 1983
BA, Economics
Mike Cagney's Wells Fargo Experience April 1994 - March 2000
Job Entrepreneur and Macro Trader
Industry Financial Services
Experience
Social Finance (SoFi) June 2011 - Present
ReFlow Services November 2010 - Present
Cabezon Investment Group November 2005 - Present
Finaplex March 2000 - September 2005
Wells Fargo April 1994 - March 2000
Skills
Hedge Funds, Equities, Portfolio Management, Entrepreneurship, Asset Managment, Student Loans, Global Macro, Asset Management, Fixed Income, Investments, Capital Markets, Financial Services, Wealth Management, Structured Products, Securities, Loans, Investor Relations, Structured Finance, Finance, Mutual Funds, Financial Markets, Peer Mentoring, Collaboration, Commodity, Alternative Investments, FX Options, High Availability, Networking, Fishing, Commercial Fishing, Strategy
Education
Stanford University Graduate School of Business 2010 — 2011
MS in Management, Sloan Fellow
University of California, Santa Cruz 1992 — 1994
MS, Applied Economics
University of California, Santa Cruz 1989 — 1993
BA, Economics
Grosse Ile
University High School
Social Finance (SoFi) June 2011 - Present
ReFlow Services November 2010 - Present
Cabezon Investment Group November 2005 - Present
Finaplex March 2000 - September 2005
Wells Fargo April 1994 - March 2000
Skills
Hedge Funds, Equities, Portfolio Management, Entrepreneurship, Asset Managment, Student Loans, Global Macro, Asset Management, Fixed Income, Investments, Capital Markets, Financial Services, Wealth Management, Structured Products, Securities, Loans, Investor Relations, Structured Finance, Finance, Mutual Funds, Financial Markets, Peer Mentoring, Collaboration, Commodity, Alternative Investments, FX Options, High Availability, Networking, Fishing, Commercial Fishing, Strategy
Education
Stanford University Graduate School of Business 2010 — 2011
MS in Management, Sloan Fellow
University of California, Santa Cruz 1992 — 1994
MS, Applied Economics
University of California, Santa Cruz 1989 — 1993
BA, Economics
Grosse Ile
University High School
Kyle Jennison Kyle Jennison's Wells Fargo Experience May 2006 - March 2014
Job Investment Banker at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets April 2014 - Present
Wells Fargo May 2006 - March 2014
Skills
Financial Modeling, Valuation, Bloomberg, Equities, Capital Markets, Fixed Income, Financial Analysis, Investment Banking, Portfolio Management, Investments, Equity Research, Corporate Finance, Derivatives, Credit Analysis, Banking
Education
Stanford University 2002 — 2006
Bachelor of Science (BS), Finance, General
RBC Capital Markets April 2014 - Present
Wells Fargo May 2006 - March 2014
Skills
Financial Modeling, Valuation, Bloomberg, Equities, Capital Markets, Fixed Income, Financial Analysis, Investment Banking, Portfolio Management, Investments, Equity Research, Corporate Finance, Derivatives, Credit Analysis, Banking
Education
Stanford University 2002 — 2006
Bachelor of Science (BS), Finance, General
Victor Valerga's Wells Fargo Experience March 2013 - December 2014
Job Shine Crusader
Industry Renewables & Environment
Experience
Wells Fargo March 2013 - December 2014
Indecomm Global Services August 2010 - March 2013
EquiFirst December 2004 - November 2007
High Achievers Network September 2003 - January 2005
Marriott Vacation Club International February 1996 - November 2001
US Army 1988 - 1991
Skills
Sales, Marketing, Sales Management, Team Building, Coaching, Training, Customer Service, Strategic Planning, Process Improvement, Mortgage Lending, Loans, Risk Management, Program Management, Underwriting, Project Management, Credit, Mortgage Banking, Change Management, Auditing, Financial Services
Education
Stanford University 2015 — 2015
Energy Innovation and Emerging Technologies
University of Illinois at Urbana-Champaign
Bachelor of Science, Psychology
United States Military Academy at West Point 1991 — 1993
Leadership
Wells Fargo March 2013 - December 2014
Indecomm Global Services August 2010 - March 2013
EquiFirst December 2004 - November 2007
High Achievers Network September 2003 - January 2005
Marriott Vacation Club International February 1996 - November 2001
US Army 1988 - 1991
Skills
Sales, Marketing, Sales Management, Team Building, Coaching, Training, Customer Service, Strategic Planning, Process Improvement, Mortgage Lending, Loans, Risk Management, Program Management, Underwriting, Project Management, Credit, Mortgage Banking, Change Management, Auditing, Financial Services
Education
Stanford University 2015 — 2015
Energy Innovation and Emerging Technologies
University of Illinois at Urbana-Champaign
Bachelor of Science, Psychology
United States Military Academy at West Point 1991 — 1993
Leadership
Albert Chang Albert Chang's Wells Fargo Experience May 2001 - October 2001
Job Finance Data Architect at Lending Club
Industry Computer Software
Experience
Aria Systems December 2012 - October 2014
Align Technology September 2010 - December 2012
Intuit, Inc August 2007 - November 2010
Intuit, Inc. November 2001 - July 2007
Wells Fargo May 2001 - October 2001
Andale 2000 - 2001
Providian Financial Corporation February 1998 - February 2000
American Institutes for Research December 1994 - January 1998
Skills
Business Intelligence, Analytics, Data Analysis, Segmentation, Statistics, Marketing Strategy, SAS, Data Mining, Strategy, Project Management, Cross-functional Team..., Management, Business Analysis, Marketing Research, Business Analytics, Analysis, Business Objects, Market Analysis, Database Marketing, Databases, Pricing Strategy, SAS programming, SaaS, Direct Marketing, Start-ups, Process Improvement, Pricing, Market Research, Predictive Analytics, Data Warehousing, Customer Analysis, SAS Programming
Education
Stanford University 1995 — 1998
MS
University of Chicago 1989 — 1993
AB
Ward Melville High School
Aria Systems December 2012 - October 2014
Align Technology September 2010 - December 2012
Intuit, Inc August 2007 - November 2010
Intuit, Inc. November 2001 - July 2007
Wells Fargo May 2001 - October 2001
Andale 2000 - 2001
Providian Financial Corporation February 1998 - February 2000
American Institutes for Research December 1994 - January 1998
Skills
Business Intelligence, Analytics, Data Analysis, Segmentation, Statistics, Marketing Strategy, SAS, Data Mining, Strategy, Project Management, Cross-functional Team..., Management, Business Analysis, Marketing Research, Business Analytics, Analysis, Business Objects, Market Analysis, Database Marketing, Databases, Pricing Strategy, SAS programming, SaaS, Direct Marketing, Start-ups, Process Improvement, Pricing, Market Research, Predictive Analytics, Data Warehousing, Customer Analysis, SAS Programming
Education
Stanford University 1995 — 1998
MS
University of Chicago 1989 — 1993
AB
Ward Melville High School
Nancy Rehkopf Nancy Rehkopf's Wells Fargo Experience August 2012 - May 2015
Job Educator, retired Marketing Professional
Industry Financial Services
Experience
Dominican University of California August 2015 - Present
Wells Fargo August 2012 - May 2015
Wells Fargo October 2006 - August 2012
Rehkopf Associates March 1990 - October 1996
Charles Schwab January 1987 - January 1989
Wells Fargo October 1979 - August 1987
Skills
Public Speaking, Public Relations, Marketing Strategy, CRM, Event Management, Online Advertising, Direct Marketing, Product Marketing, Integrated Marketing, French, Business Writing, Social Media, Marketing, Marketing Communications, Non-profit Consulting, Management, Strategy, Advertising, Teaching
Education
Stanford University
Bachelor of Arts, Magna Cum Laude, Organizational Behavior
Dominican University of California August 2015 - Present
Wells Fargo August 2012 - May 2015
Wells Fargo October 2006 - August 2012
Rehkopf Associates March 1990 - October 1996
Charles Schwab January 1987 - January 1989
Wells Fargo October 1979 - August 1987
Skills
Public Speaking, Public Relations, Marketing Strategy, CRM, Event Management, Online Advertising, Direct Marketing, Product Marketing, Integrated Marketing, French, Business Writing, Social Media, Marketing, Marketing Communications, Non-profit Consulting, Management, Strategy, Advertising, Teaching
Education
Stanford University
Bachelor of Arts, Magna Cum Laude, Organizational Behavior
Shawn Stepper Shawn Stepper's Wells Fargo Experience March 2008 - September 2009
Job Lead Member of Technical Staff at Salesforce
Industry Internet
Experience
Salesforce November 2014 - Present
salesforce.com June 2013 - October 2014
EdgeSpring (acquired by salesforce.com) January 2013 - June 2013
Broadcom August 2010 - January 2013
Wells Fargo & Co. September 2009 - August 2010
Wells Fargo March 2008 - September 2009
Wells Fargo May 2007 - March 2008
Wells Fargo September 2004 - April 2007
Wells Fargo September 2002 - September 2004
wiTHinc Inc. August 1998 - September 2002
Skills
CoffeeScript, Go, JavaScript, AJAX, jQuery, Python, Perl, SharePoint, Business Analysis, Confluence, JSON, CSS, REST, UML, Testing, HTML5, HTML, Requirements Management, HTML 5, Web Applications, Linux, Microsoft SQL Server, Java, Enterprise Software, Web Development, DOM, Browsers, Firebug, Wiki Markup, Collaboration Tools, Use Case Analysis, Databases, GNU Make, Bash
Education
Stanford University 1995 — 1996
M.S., Mechanical Engineering
University of California, San Diego 1990 — 1995
B.S., Mechanical Engineering
Salesforce November 2014 - Present
salesforce.com June 2013 - October 2014
EdgeSpring (acquired by salesforce.com) January 2013 - June 2013
Broadcom August 2010 - January 2013
Wells Fargo & Co. September 2009 - August 2010
Wells Fargo March 2008 - September 2009
Wells Fargo May 2007 - March 2008
Wells Fargo September 2004 - April 2007
Wells Fargo September 2002 - September 2004
wiTHinc Inc. August 1998 - September 2002
Skills
CoffeeScript, Go, JavaScript, AJAX, jQuery, Python, Perl, SharePoint, Business Analysis, Confluence, JSON, CSS, REST, UML, Testing, HTML5, HTML, Requirements Management, HTML 5, Web Applications, Linux, Microsoft SQL Server, Java, Enterprise Software, Web Development, DOM, Browsers, Firebug, Wiki Markup, Collaboration Tools, Use Case Analysis, Databases, GNU Make, Bash
Education
Stanford University 1995 — 1996
M.S., Mechanical Engineering
University of California, San Diego 1990 — 1995
B.S., Mechanical Engineering
Daismara Ruiz's Wells Fargo Experience March 2011 - October 2011
Job DHI Mortgage
Industry Banking
Experience
DHI Mortgage October 2011 - Present
Wells Fargo March 2011 - October 2011
KELLE WILLIAM REALTY March 2010 - March 2011
Education
St. Thomas University 1992 — 1995
Associate, Accounting
Coral Gables High School 1986 — 1991
diploma, high school
DHI Mortgage October 2011 - Present
Wells Fargo March 2011 - October 2011
KELLE WILLIAM REALTY March 2010 - March 2011
Education
St. Thomas University 1992 — 1995
Associate, Accounting
Coral Gables High School 1986 — 1991
diploma, high school
Matt Stuart's Wells Fargo Experience May 2003 - August 2003
Job CoFounder & CoCEO at Main Street Hub
Industry Internet
Experience
Main Street Hub February 2010 - Present
Riot Games August 2006 - Present
Colony Capital January 2005 - July 2008
Goldman Sachs May 2004 - July 2004
Wells Fargo May 2003 - August 2003
Skills
Start-ups, Entrepreneurship, Strategic Partnerships, SaaS, Online Advertising, Business Strategy, Business Development, Venture Capital, Social Media Marketing, Product Management, Social Media, Financial Modeling, Private Equity, Valuation, Business Valuation
Education
Stanford University Graduate School of Business 2008 — 2010
MBA
University of Southern California 2000 — 2004
B.A., B.S., Philosophy, Business Administration
Main Street Hub February 2010 - Present
Riot Games August 2006 - Present
Colony Capital January 2005 - July 2008
Goldman Sachs May 2004 - July 2004
Wells Fargo May 2003 - August 2003
Skills
Start-ups, Entrepreneurship, Strategic Partnerships, SaaS, Online Advertising, Business Strategy, Business Development, Venture Capital, Social Media Marketing, Product Management, Social Media, Financial Modeling, Private Equity, Valuation, Business Valuation
Education
Stanford University Graduate School of Business 2008 — 2010
MBA
University of Southern California 2000 — 2004
B.A., B.S., Philosophy, Business Administration
JACK ALUSTIZA's Wells Fargo Experience November 2004 - April 2007
Job Financial Services Professional
Industry Financial Services
Experience
EDS, and HP Company 2007 - Present
Hewlett-Packard 2007 - Present
Wells Fargo November 2004 - April 2007
Western Union 1999 - 2001
Western Union 1999 - 2001
ADS - Attorney's Diversified Sersified Services 1992 - 1995
Skills
Sales, Credit Cards, Selling, Solution Selling, Business Development, Account Management, Cloud Computing, Outsourcing, SaaS, New Business Development, Strategic Planning, Strategy, Management, Enterprise Software, Professional Services, Marketing Strategy
Education
Stanford University 1966 — 1970
Bachelor of Arts, Philosophy
Stanford University 1966 — 1970
Bachelor of Arts, Philosophy
EDS, and HP Company 2007 - Present
Hewlett-Packard 2007 - Present
Wells Fargo November 2004 - April 2007
Western Union 1999 - 2001
Western Union 1999 - 2001
ADS - Attorney's Diversified Sersified Services 1992 - 1995
Skills
Sales, Credit Cards, Selling, Solution Selling, Business Development, Account Management, Cloud Computing, Outsourcing, SaaS, New Business Development, Strategic Planning, Strategy, Management, Enterprise Software, Professional Services, Marketing Strategy
Education
Stanford University 1966 — 1970
Bachelor of Arts, Philosophy
Stanford University 1966 — 1970
Bachelor of Arts, Philosophy
Conrad Lauture Conrad Lauture's Wells Fargo Experience September 2013 - Present
Job Wells Fargo Personal Banker
Industry Banking
Experience
Wells Fargo September 2013 - Present
Apple Bank for Savings January 2012 - Present
JPMorgan Chase September 2008 - November 2009
National Council of Negro Women June 1998 - August 2008
Skills
Organizational Structure, Communication Skills, Microsoft Office, Print Ads, Promotions, Marketing, Interpersonal Skill, Management, Team Leadership, Teaching, Customer Service, Consulting, Banking, Finance, Investments, Leadership, Microsoft Excel, Program Management, Public Speaking, PowerPoint, Social Media, Social Media Marketing, Training, Time Management
Education
St. Thomas Aquinas College 2011 — 2014
Masters Business Administration, Accounting and Finance
St Thomas Aquinas College 2004 — 2006
Bachelor of Science (B.S.), Business Marketing
Utica College 2001 — 2004
Business Economics
Wells Fargo September 2013 - Present
Apple Bank for Savings January 2012 - Present
JPMorgan Chase September 2008 - November 2009
National Council of Negro Women June 1998 - August 2008
Skills
Organizational Structure, Communication Skills, Microsoft Office, Print Ads, Promotions, Marketing, Interpersonal Skill, Management, Team Leadership, Teaching, Customer Service, Consulting, Banking, Finance, Investments, Leadership, Microsoft Excel, Program Management, Public Speaking, PowerPoint, Social Media, Social Media Marketing, Training, Time Management
Education
St. Thomas Aquinas College 2011 — 2014
Masters Business Administration, Accounting and Finance
St Thomas Aquinas College 2004 — 2006
Bachelor of Science (B.S.), Business Marketing
Utica College 2001 — 2004
Business Economics
Jon Previtali Jon Previtali's Wells Fargo Experience October 2013 - Present
Job VP Environmental Finance at Wells Fargo
Industry Renewables & Environment
Experience
Wells Fargo October 2013 - Present
Black & Veatch September 2010 - October 2013
SunEdison March 2008 - April 2010
Self-employed February 2005 - October 2007
Digital Island/Cable & Wireless Communications 1999 - 2004
Starlight Networks September 1996 - June 1999
Poppy Tyson Interactive 1995 - 1996
City of Menlo Park 1993 - 1995
Schlumberger 1993 - 1993
Education
Stanford University 1989 — 1993
B.S.
University of Colorado Boulder 2005 — 2007
M.S.
Wells Fargo October 2013 - Present
Black & Veatch September 2010 - October 2013
SunEdison March 2008 - April 2010
Self-employed February 2005 - October 2007
Digital Island/Cable & Wireless Communications 1999 - 2004
Starlight Networks September 1996 - June 1999
Poppy Tyson Interactive 1995 - 1996
City of Menlo Park 1993 - 1995
Schlumberger 1993 - 1993
Education
Stanford University 1989 — 1993
B.S.
University of Colorado Boulder 2005 — 2007
M.S.
Chaiti Chatterjee's Wells Fargo Experience April 2003 - October 2013
Job Financial Advisor at Wells Fargo Advisor, LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC October 2013 - Present
Wells Fargo April 2003 - October 2013
Skills
Investments, Financial Services, Financial Advisory, Retirement Planning, Financial Analysis, Asset Allocation, Securities, Capital Markets, Risk Management, Insurance, Mutual Funds, Cash Management, Investment Strategies
Education
Stanford University 2011 — 2012
Financial Planning and Services
University of Calcutta
MA
Wells Fargo Advisors,LLC October 2013 - Present
Wells Fargo April 2003 - October 2013
Skills
Investments, Financial Services, Financial Advisory, Retirement Planning, Financial Analysis, Asset Allocation, Securities, Capital Markets, Risk Management, Insurance, Mutual Funds, Cash Management, Investment Strategies
Education
Stanford University 2011 — 2012
Financial Planning and Services
University of Calcutta
MA
Heang Chan Heang Chan's Wells Fargo Experience October 2003 - October 2007
Job Blend Labs
Industry Financial Services
Experience
Blend Labs March 2015 - Present
Wells Fargo Bank August 2012 - March 2015
Goldman Sachs July 2010 - May 2012
Bank of America October 2007 - July 2010
Wells Fargo October 2003 - October 2007
Skills
Loan Origination, Investments, Mortgage Banking, Credit, Loans, Mortgage Lending, Valuation, Equities, Banking, Financial Analysis
Education
Stanford Graduate School of Business 2008 — 2010
Master of Business Administration (MBA)
Stanford University 2008 — 2010
Master of Education (M.Ed.), Joint MBA/MA
University of the Pacific 2000 — 2002
Bachelor of Science (BS), Summa Cum Laude
University of California, Berkeley 1998 — 1999
Economics
Blend Labs March 2015 - Present
Wells Fargo Bank August 2012 - March 2015
Goldman Sachs July 2010 - May 2012
Bank of America October 2007 - July 2010
Wells Fargo October 2003 - October 2007
Skills
Loan Origination, Investments, Mortgage Banking, Credit, Loans, Mortgage Lending, Valuation, Equities, Banking, Financial Analysis
Education
Stanford Graduate School of Business 2008 — 2010
Master of Business Administration (MBA)
Stanford University 2008 — 2010
Master of Education (M.Ed.), Joint MBA/MA
University of the Pacific 2000 — 2002
Bachelor of Science (BS), Summa Cum Laude
University of California, Berkeley 1998 — 1999
Economics
Michelle T. San Martin Michelle T. San Martin's Wells Fargo Experience January 2014 - May 2014
Job Seeking Technology Marketing opportunity
Industry Information Technology and Services
Experience
Fresh 2015 - 2015
Fresh 2015 - 2015
Fresh 2015 - 2015
Fresh 2015 - 2015
Wells Fargo January 2014 - May 2014
Kaiser Foundation Health Plan August 2006 - January 2013
CaseCentral, Inc. July 2005 - May 2006
Fell Street Condo 2005 - 2005
Real Estate 2005 - 2005
Fell Street Condo 2005 - 2005
Skills
Product Management, Cross-functional Team..., Strategy, Competitive Analysis, CRM, Product Development, Vendor Management, Project Management, Management, Marketing Strategy, Product Marketing, Business Development, Process Improvement, Enterprise Software, Start-ups, Business Intelligence, SaaS, Analytics, Business Strategy, Leadership, Program Management, Contract Negotiation, Software Project..., Market Research, Product Launch, Executive Management, Operations Management, Integrated Marketing, Project Portfolio..., Agile Methodologies, LAMP, Marketing
Education
Pragmatic Marketing 2004 — 2004
Product Management Certificate, Marketing
UC Berkeley Extension, Certificate Program in Marketing 1996 — 1997
Certificate, Marketing
Stanford University 1987 — 1991
BA, Economics with Honors, International Relations
Fresh 2015 - 2015
Fresh 2015 - 2015
Fresh 2015 - 2015
Fresh 2015 - 2015
Wells Fargo January 2014 - May 2014
Kaiser Foundation Health Plan August 2006 - January 2013
CaseCentral, Inc. July 2005 - May 2006
Fell Street Condo 2005 - 2005
Real Estate 2005 - 2005
Fell Street Condo 2005 - 2005
Skills
Product Management, Cross-functional Team..., Strategy, Competitive Analysis, CRM, Product Development, Vendor Management, Project Management, Management, Marketing Strategy, Product Marketing, Business Development, Process Improvement, Enterprise Software, Start-ups, Business Intelligence, SaaS, Analytics, Business Strategy, Leadership, Program Management, Contract Negotiation, Software Project..., Market Research, Product Launch, Executive Management, Operations Management, Integrated Marketing, Project Portfolio..., Agile Methodologies, LAMP, Marketing
Education
Pragmatic Marketing 2004 — 2004
Product Management Certificate, Marketing
UC Berkeley Extension, Certificate Program in Marketing 1996 — 1997
Certificate, Marketing
Stanford University 1987 — 1991
BA, Economics with Honors, International Relations
David Lefkovits, CFA David Lefkovits, CFA's Wells Fargo Experience 1981 - 1984
Job Senior Finance and Credit Risk Manager
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation June 2013 - Present
Rosemount Capital Management, LLC July 2005 - June 2012
WestLB July 2003 - December 2004
HVB Group 1997 - 2003
BHF-BANK January 1991 - August 1997
Morgan Stanley 1988 - 1990
Wells Fargo 1981 - 1984
Skills
Credit Risk, Capital Markets, Banking, Financial Institutions, Structured Finance, Emerging Markets, Derivatives, Trade Finance, Hedge Funds, CFOs, Microsoft Excel, QuickBooks, FAS 157, German, AML, KYC, Investment Valuation, Fund Accounting, Portuguese, Microsoft Dynamics, Finance, Financial Reporting, Start-ups, Corporate Finance, Credit, Investment Banking, Investments, Portfolio Management
Education
Stanford University Graduate School of Business 1986 — 1988
MBA, Finance
Yale University 1977 — 1981
BA, Music
Linton High School '77 1974 — 1977
Sumitomo Mitsui Banking Corporation June 2013 - Present
Rosemount Capital Management, LLC July 2005 - June 2012
WestLB July 2003 - December 2004
HVB Group 1997 - 2003
BHF-BANK January 1991 - August 1997
Morgan Stanley 1988 - 1990
Wells Fargo 1981 - 1984
Skills
Credit Risk, Capital Markets, Banking, Financial Institutions, Structured Finance, Emerging Markets, Derivatives, Trade Finance, Hedge Funds, CFOs, Microsoft Excel, QuickBooks, FAS 157, German, AML, KYC, Investment Valuation, Fund Accounting, Portuguese, Microsoft Dynamics, Finance, Financial Reporting, Start-ups, Corporate Finance, Credit, Investment Banking, Investments, Portfolio Management
Education
Stanford University Graduate School of Business 1986 — 1988
MBA, Finance
Yale University 1977 — 1981
BA, Music
Linton High School '77 1974 — 1977
Tricia Tulipano's Wells Fargo Experience June 2014 - Present
Job Senior Marketing and Analytics Professional
Industry Marketing and Advertising
Experience
Wells Fargo June 2014 - Present
Tulipano Consulting March 2014 - May 2014
Yahoo! September 2013 - February 2014
Goodby, Silverstein & Partners December 2011 - August 2013
AKQA January 2011 - December 2011
Universal McCann October 2008 - December 2010
American Institutes for Research July 2003 - September 2008
American Institutes for Research July 2000 - June 2003
Stanford University January 2000 - January 2001
WestEd January 1999 - January 2000
Skills
Analytics, Data Analysis, Google Analytics, Web Analytics, Omniture, Social Media, Advertising, Strategy, Research, Marketing Strategy, Social Networking, Digital Media, Entrepreneurship, Social Media Marketing, Digital Marketing, Google Adwords, Leadership, Kicking Ass, Facebook, Competitive Analysis, CRM, Marketing, Mobile Devices, Digital Strategy, Integrated Marketing, Online Advertising, Management, Mobile Marketing, Zumba
Education
Stanford University
M.A, Administration, Policy Analysis, and Evaluation
University of California, Davis
Bachelor of Arts (B.A.), Psychology
Wells Fargo June 2014 - Present
Tulipano Consulting March 2014 - May 2014
Yahoo! September 2013 - February 2014
Goodby, Silverstein & Partners December 2011 - August 2013
AKQA January 2011 - December 2011
Universal McCann October 2008 - December 2010
American Institutes for Research July 2003 - September 2008
American Institutes for Research July 2000 - June 2003
Stanford University January 2000 - January 2001
WestEd January 1999 - January 2000
Skills
Analytics, Data Analysis, Google Analytics, Web Analytics, Omniture, Social Media, Advertising, Strategy, Research, Marketing Strategy, Social Networking, Digital Media, Entrepreneurship, Social Media Marketing, Digital Marketing, Google Adwords, Leadership, Kicking Ass, Facebook, Competitive Analysis, CRM, Marketing, Mobile Devices, Digital Strategy, Integrated Marketing, Online Advertising, Management, Mobile Marketing, Zumba
Education
Stanford University
M.A, Administration, Policy Analysis, and Evaluation
University of California, Davis
Bachelor of Arts (B.A.), Psychology
Nia-Amina Minor Nia-Amina Minor's Wells Fargo Experience July 2008 - August 2008
Job Curator I Performer I Teaching Artist I Screen Dance Filmmaker
Industry Performing Arts
Experience
Union Project Dance January 2015 - Present
Saddleback College January 2015 - Present
No)one. Art House May 2014 - Present
UC Irvine September 2012 - June 2014
Alonzo King LINES Ballet June 2012 - August 2012
Institute for Diversity in the Arts December 2011 - June 2012
San Francisco Ballet June 2011 - August 2011
Stanford University August 2010 - June 2011
Warner Bros June 2010 - August 2010
Wells Fargo July 2008 - August 2008
Skills
Non-profit..., Arts Administration, Marketing, Social Media Marketing, Production Managment, Event Management, Performing Arts, Contemporary Dance, Dance, HTML, Editing, Public Speaking, Constant Contact, Fundraisers, Community Building, iMovie, Visual Arts
Education
UC Irvine 2012 — 2014
Master of Fine Arts (MFA), Dance, 1st year
Stanford University 2008 — 2012
B.A, Communication
Stanford in Berlin 2011 — 2011
German
View Park Preparatory High School 2004 — 2008
High School Diploma
Union Project Dance January 2015 - Present
Saddleback College January 2015 - Present
No)one. Art House May 2014 - Present
UC Irvine September 2012 - June 2014
Alonzo King LINES Ballet June 2012 - August 2012
Institute for Diversity in the Arts December 2011 - June 2012
San Francisco Ballet June 2011 - August 2011
Stanford University August 2010 - June 2011
Warner Bros June 2010 - August 2010
Wells Fargo July 2008 - August 2008
Skills
Non-profit..., Arts Administration, Marketing, Social Media Marketing, Production Managment, Event Management, Performing Arts, Contemporary Dance, Dance, HTML, Editing, Public Speaking, Constant Contact, Fundraisers, Community Building, iMovie, Visual Arts
Education
UC Irvine 2012 — 2014
Master of Fine Arts (MFA), Dance, 1st year
Stanford University 2008 — 2012
B.A, Communication
Stanford in Berlin 2011 — 2011
German
View Park Preparatory High School 2004 — 2008
High School Diploma
Fritz Robbins Fritz Robbins's Wells Fargo Experience March 1997 - January 1999
Job CTO, Personal Capital
Industry Computer Software
Experience
Personal Capital February 2010 - Present
Robbins Technologies 2002 - January 2010
RSA Security April 2006 - April 2009
PassMark Security February 2004 - April 2006
Wells Fargo Bank June 2002 - May 2004
Excite@Home February 1999 - February 2002
Technology Consultant 1990 - February 1999
Wells Fargo March 1997 - January 1999
Wells Fargo Bank October 1995 - January 1997
Connectware ATM Systems 1994 - 1995
Skills
Java Enterprise Edition, Authentication, REST, System Architecture, Scalability, Agile Methodologies, Java, Software Development, Software Engineering, Distributed Systems, Web Applications, Cloud Computing, Design Patterns, Software Design, Web Services, Security, Architecture, RightScale, Amazon Web Services..., XML, Mobile Devices, Integration, Subversion, Start-ups, SaaS, Enterprise Software, Quality Assurance, Unix, MySQL, IT Strategy, Mobile Applications, Scrum, Python, Oracle, SOAP, Architectures, SOA, Strategy, Management, Enterprise Architecture
Education
Stanford University
M.S.
The George Washington University
B.S.
Personal Capital February 2010 - Present
Robbins Technologies 2002 - January 2010
RSA Security April 2006 - April 2009
PassMark Security February 2004 - April 2006
Wells Fargo Bank June 2002 - May 2004
Excite@Home February 1999 - February 2002
Technology Consultant 1990 - February 1999
Wells Fargo March 1997 - January 1999
Wells Fargo Bank October 1995 - January 1997
Connectware ATM Systems 1994 - 1995
Skills
Java Enterprise Edition, Authentication, REST, System Architecture, Scalability, Agile Methodologies, Java, Software Development, Software Engineering, Distributed Systems, Web Applications, Cloud Computing, Design Patterns, Software Design, Web Services, Security, Architecture, RightScale, Amazon Web Services..., XML, Mobile Devices, Integration, Subversion, Start-ups, SaaS, Enterprise Software, Quality Assurance, Unix, MySQL, IT Strategy, Mobile Applications, Scrum, Python, Oracle, SOAP, Architectures, SOA, Strategy, Management, Enterprise Architecture
Education
Stanford University
M.S.
The George Washington University
B.S.
Nalini Ramadoss's Wells Fargo Experience January 2000 - February 2002
Job Sr Leader IT Engineering Engagement Manager SaaS & Cloud Platform
Industry Computer Networking
Experience
Cisco Systems March 2012 - Present
Cisco August 2007 - March 2012
Merrill Lynch October 2004 - July 2007
Microsoft March 2002 - September 2004
Wells Fargo January 2000 - February 2002
BANDAI NAMCO Games America Inc. January 1999 - January 2000
Microsoft February 1998 - February 1999
NIIT Technologies Limited January 1995 - March 1997
Skills
Cloud Computing, Program Management, Software Project..., SaaS, IT Strategy, Vendor Management, Requirements Analysis, Enterprise Software, Agile Methodologies, Cross-functional Team..., IT Operations Management, Agile & Waterfall..., Oracle ERP..., Datacenter operations, Leadership, Strategy, Integration, Business Intelligence, Data Center, ITIL, Software Development, Process Improvement, Product Management, PMO
Education
Stanford University
strategic leadership
Stanford University
Stratigic Leadership
Cisco Systems March 2012 - Present
Cisco August 2007 - March 2012
Merrill Lynch October 2004 - July 2007
Microsoft March 2002 - September 2004
Wells Fargo January 2000 - February 2002
BANDAI NAMCO Games America Inc. January 1999 - January 2000
Microsoft February 1998 - February 1999
NIIT Technologies Limited January 1995 - March 1997
Skills
Cloud Computing, Program Management, Software Project..., SaaS, IT Strategy, Vendor Management, Requirements Analysis, Enterprise Software, Agile Methodologies, Cross-functional Team..., IT Operations Management, Agile & Waterfall..., Oracle ERP..., Datacenter operations, Leadership, Strategy, Integration, Business Intelligence, Data Center, ITIL, Software Development, Process Improvement, Product Management, PMO
Education
Stanford University
strategic leadership
Stanford University
Stratigic Leadership
Stacy Chun Stacy Chun's Wells Fargo Experience December 2014 - April 2015
Job Student at Stanford University
Industry Investment Banking
Experience
Code Advisors June 2015 - Present
Wells Fargo December 2014 - April 2015
Constellation Wealth Advisors January 2015 - March 2015
Stanford University May 2014 - July 2014
Education
Stanford University 2012 — 2016
Bachelor's Degree, Major: Economics
Stuyvesant High School 2008 — 2012
Regents Diploma, 93.5
Code Advisors June 2015 - Present
Wells Fargo December 2014 - April 2015
Constellation Wealth Advisors January 2015 - March 2015
Stanford University May 2014 - July 2014
Education
Stanford University 2012 — 2016
Bachelor's Degree, Major: Economics
Stuyvesant High School 2008 — 2012
Regents Diploma, 93.5
Amod Dange's Wells Fargo Experience April 2013 - August 2013
Job Application Product Manager, User Experience at Facebook
Industry Internet
Experience
Facebook April 2014 - January 2015
Intuit September 2013 - April 2014
Skrypton November 2011 - October 2013
Wells Fargo April 2013 - August 2013
eBay Inc March 2013 - May 2013
Independent Consultant May 2012 - March 2013
Dassault Systemes January 2008 - May 2012
City of Santa Monica April 2006 - January 2008
First Republic Bank December 2001 - January 2005
entertainment works October 2000 - November 2001
Skills
User Interface Design, Information Architecture, Business Analysis, Content Management, Wireframes, Software Project..., User Experience Design, User Experience, Product Development, CMS, Web Design, Start-ups, User Interface, Agile Methodologies, Film, Drupal, Strategy, Interaction Design, Git, LAMP, Mobile Applications, Software Documentation, Usability Testing, Functional..., Script-writing, Web Development, Usability, HTML 5, E-commerce, Software Requirements, jQuery, Magento, Web Applications, Mobile Devices, Mobile Design, WordPress, Agile Project Management, Axure, Web 2.0, Wire Framing, HTML5, Management, Product Management, Consulting
Education
Stanford University 2012 — 2012
Human Computer Interaction
University of California, Los Angeles 2007 — 2007
Professional Program, Screenwriting
University of California, Los Angeles 2007 — 2007
Professional Program, Producing
IFP North, Minneapolis, MN 2001 — 2001
Certification, Film Production
Minneapolis Telecommunications Network 2000 — 2001
Certification, Video Production
University of Pune 1997 — 1998
Graduate Program, MIS
University of Pune 1990 — 1993
Bachelors, Economics
Facebook April 2014 - January 2015
Intuit September 2013 - April 2014
Skrypton November 2011 - October 2013
Wells Fargo April 2013 - August 2013
eBay Inc March 2013 - May 2013
Independent Consultant May 2012 - March 2013
Dassault Systemes January 2008 - May 2012
City of Santa Monica April 2006 - January 2008
First Republic Bank December 2001 - January 2005
entertainment works October 2000 - November 2001
Skills
User Interface Design, Information Architecture, Business Analysis, Content Management, Wireframes, Software Project..., User Experience Design, User Experience, Product Development, CMS, Web Design, Start-ups, User Interface, Agile Methodologies, Film, Drupal, Strategy, Interaction Design, Git, LAMP, Mobile Applications, Software Documentation, Usability Testing, Functional..., Script-writing, Web Development, Usability, HTML 5, E-commerce, Software Requirements, jQuery, Magento, Web Applications, Mobile Devices, Mobile Design, WordPress, Agile Project Management, Axure, Web 2.0, Wire Framing, HTML5, Management, Product Management, Consulting
Education
Stanford University 2012 — 2012
Human Computer Interaction
University of California, Los Angeles 2007 — 2007
Professional Program, Screenwriting
University of California, Los Angeles 2007 — 2007
Professional Program, Producing
IFP North, Minneapolis, MN 2001 — 2001
Certification, Film Production
Minneapolis Telecommunications Network 2000 — 2001
Certification, Video Production
University of Pune 1997 — 1998
Graduate Program, MIS
University of Pune 1990 — 1993
Bachelors, Economics
Jason Dupree's Wells Fargo Experience March 2006 - April 2007
Job Certified Information Technologist
Industry Information Technology and Services
Experience
Whole Foods Market June 2012 - Present
Publix Super Markets May 1998 - January 2012
Wells Fargo March 2006 - April 2007
Skills
Microsoft Office, Microsoft Excel, Windows, PowerPoint, Microsoft Word, Customer Service, Active Directory, SharePoint, Microsoft Exchange, Computer Hardware, Retail Banking, Human Resources, Store Management, Retail Marketing, Profit Margins, Payroll, Injury Prevention, Wireless Networking, Troubleshooting, Kaizen, Continuous Improvement, Change Management, Apologetics, Technical Support, Microsoft Server..., Organizational..., Coaching, Progressive Discipline, Disaster Recovery, Non-profit Volunteer, Proposal Writing, Communication Skills, Training, Leadership, Management, Customer Satisfaction
Education
Stanbridge College 2013 — 2014
Associate's Degree, Information Technology, 3.78 GPA
University of Washington
Coursera Course, Information Security and Risk Management
Whole Foods Market June 2012 - Present
Publix Super Markets May 1998 - January 2012
Wells Fargo March 2006 - April 2007
Skills
Microsoft Office, Microsoft Excel, Windows, PowerPoint, Microsoft Word, Customer Service, Active Directory, SharePoint, Microsoft Exchange, Computer Hardware, Retail Banking, Human Resources, Store Management, Retail Marketing, Profit Margins, Payroll, Injury Prevention, Wireless Networking, Troubleshooting, Kaizen, Continuous Improvement, Change Management, Apologetics, Technical Support, Microsoft Server..., Organizational..., Coaching, Progressive Discipline, Disaster Recovery, Non-profit Volunteer, Proposal Writing, Communication Skills, Training, Leadership, Management, Customer Satisfaction
Education
Stanbridge College 2013 — 2014
Associate's Degree, Information Technology, 3.78 GPA
University of Washington
Coursera Course, Information Security and Risk Management
diana bel diana bel's Wells Fargo Experience February 2011 - August 2013
Job Senior Business Analyst Freelancer
Industry Information Technology and Services
Experience
Freelancer May 2015 - Present
Infosys September 2013 - May 2015
Wells Fargo February 2011 - August 2013
Skills
Marketing, Social Media Marketing, Market Research, Project Management, Sales Operations, pay per click, Healthcare Industry
Education
Stanford University Graduate School of Business
Master’s Degree, International Business, A+
Freelancer May 2015 - Present
Infosys September 2013 - May 2015
Wells Fargo February 2011 - August 2013
Skills
Marketing, Social Media Marketing, Market Research, Project Management, Sales Operations, pay per click, Healthcare Industry
Education
Stanford University Graduate School of Business
Master’s Degree, International Business, A+
Jason Risch Jason Risch's Wells Fargo Experience June 2014 - September 2014
Job Mayfield Fellow at Stanford University
Industry
Experience
Sitch June 2015 - Present
Stanford Technology Ventures Program March 2015 - Present
Wells Fargo June 2014 - September 2014
Stanford Undergraduate Research Institute in Mathematics June 2013 - September 2013
Education
Stanford University 2015 — 2016
Master of Science (M.S.), Statistics
Stanford University 2012 — 2016
Bachelor of Science (B.S.), Mathematical and Computational Science
The Branson School 2008 — 2012
Sitch June 2015 - Present
Stanford Technology Ventures Program March 2015 - Present
Wells Fargo June 2014 - September 2014
Stanford Undergraduate Research Institute in Mathematics June 2013 - September 2013
Education
Stanford University 2015 — 2016
Master of Science (M.S.), Statistics
Stanford University 2012 — 2016
Bachelor of Science (B.S.), Mathematical and Computational Science
The Branson School 2008 — 2012
Elijah Rivers's Wells Fargo Experience January 2015 - Present
Job Elijah RIvers
Industry Banking
Experience
Wells Fargo January 2015 - Present
Victoria's Secret November 2011 - February 2012
Sunlife Stadium August 2011 - January 2012
Office Administration February 2010 - May 2011
Cashier March 2011 - April 2011
Macy's November 2009 - August 2010
Skills
Microsoft Office 2007, Basic Accounting, Clerical Duties, Accounting, Clerical Work, Data Entry, Time Management, Cashiering, Customer Satisfaction, Management, Microsoft Office, Microsoft Word, Outlook, Phone Etiquette, Process Scheduler, Social Media, Social Media Marketing, Teamwork, Telephone Skills
Education
St. Thomas University 2011 — 2015
Currently pursuing Criminal Justice
Miami Job Corps Center 2010 — 2011
Certification, Office Administration
Hialeah Miami Lakes senior high
Brown Mackie college-Miami
Wells Fargo January 2015 - Present
Victoria's Secret November 2011 - February 2012
Sunlife Stadium August 2011 - January 2012
Office Administration February 2010 - May 2011
Cashier March 2011 - April 2011
Macy's November 2009 - August 2010
Skills
Microsoft Office 2007, Basic Accounting, Clerical Duties, Accounting, Clerical Work, Data Entry, Time Management, Cashiering, Customer Satisfaction, Management, Microsoft Office, Microsoft Word, Outlook, Phone Etiquette, Process Scheduler, Social Media, Social Media Marketing, Teamwork, Telephone Skills
Education
St. Thomas University 2011 — 2015
Currently pursuing Criminal Justice
Miami Job Corps Center 2010 — 2011
Certification, Office Administration
Hialeah Miami Lakes senior high
Brown Mackie college-Miami
Peggy Brannigan, MBA's Wells Fargo Experience 1981 - 1985
Job Strategy I Program Management I Sustainability I Partnerships I Business Development I Water I GRI G4
Industry Management Consulting
Experience
U.S. Department of State 2008 - Present
International School of Amsterdam 2008 - Present
International Strategy Assoc 1993 - 2003
Apple 1987 - 1993
Wells Fargo 1981 - 1985
Skills
Sustainability, Team Management, Entrepreneurship, Management Consulting, Change Management, Strategy, Nonprofits, Strategic Planning, Public Speaking, Financial Analysis, Organizational..., International Business, Start-ups, Leadership Development, Corporate Development, Strategic Communications, Business Development, Project Management, Management, Sales Channel..., Project+, Cross-functional Team..., Leadership, Program Management
Education
Stanford University Graduate School of Business 1985 — 1987
MBA, with Public Management Program certificate and concentration in Entrepreneurship
The George Washington University 1976 — 1980
Bachelor's degree, International Affairs
U.S. Department of State 2008 - Present
International School of Amsterdam 2008 - Present
International Strategy Assoc 1993 - 2003
Apple 1987 - 1993
Wells Fargo 1981 - 1985
Skills
Sustainability, Team Management, Entrepreneurship, Management Consulting, Change Management, Strategy, Nonprofits, Strategic Planning, Public Speaking, Financial Analysis, Organizational..., International Business, Start-ups, Leadership Development, Corporate Development, Strategic Communications, Business Development, Project Management, Management, Sales Channel..., Project+, Cross-functional Team..., Leadership, Program Management
Education
Stanford University Graduate School of Business 1985 — 1987
MBA, with Public Management Program certificate and concentration in Entrepreneurship
The George Washington University 1976 — 1980
Bachelor's degree, International Affairs
Cristina Riera Delgado Cristina Riera Delgado's Wells Fargo Experience September 2015 - Present
Job Financial Products Sales Manager
Industry Banking
Experience
Wells Fargo September 2015 - Present
Arval - BNP Paribas Group April 2011 - January 2015
La Caixa - CaixaRenting July 2010 - March 2011
Bankia - Caixa d'Estalvis Laietana April 2006 - June 2010
Skills
Negotiation, Business Strategy, Business Planning, Team Leadership, Sales Management
Education
Stanford University 2015 — 2015
English as a Second or Foreign Language/ESL
Universitat de Barcelona 2003 — 2009
Bachelor's Degree, Business Administration and Management, General
Wells Fargo September 2015 - Present
Arval - BNP Paribas Group April 2011 - January 2015
La Caixa - CaixaRenting July 2010 - March 2011
Bankia - Caixa d'Estalvis Laietana April 2006 - June 2010
Skills
Negotiation, Business Strategy, Business Planning, Team Leadership, Sales Management
Education
Stanford University 2015 — 2015
English as a Second or Foreign Language/ESL
Universitat de Barcelona 2003 — 2009
Bachelor's Degree, Business Administration and Management, General
Samantha Buechner's Wells Fargo Experience May 2013 - Present
Job Assistant Vice President at Wells Fargo
Industry Renewables & Environment
Experience
Wells Fargo May 2013 - Present
Cleantech Group October 2012 - May 2013
GreenOrder July 2011 - May 2013
The Parthenon Group June 2010 - August 2010
Taiya Inlet Watershed Council June 2009 - September 2009
Skills
Sustainable Business, Cleantech, Sustainability, Energy Efficiency, Renewable Energy, Climate Change, Environmental Policy, Sustainability..., Energy Policy, Clean Technology, Corporate Social..., Energy, Carbon, Business Strategy, Policy Analysis, Sustainable Energy, Management Consulting, Corporate Sustainability, Sustainability Reporting, Research
Education
Stanford University
B.A. with Distincton, American Studies (focus on Climate Change and Energy), Minor in Economics
St. George's School
High School
Wells Fargo May 2013 - Present
Cleantech Group October 2012 - May 2013
GreenOrder July 2011 - May 2013
The Parthenon Group June 2010 - August 2010
Taiya Inlet Watershed Council June 2009 - September 2009
Skills
Sustainable Business, Cleantech, Sustainability, Energy Efficiency, Renewable Energy, Climate Change, Environmental Policy, Sustainability..., Energy Policy, Clean Technology, Corporate Social..., Energy, Carbon, Business Strategy, Policy Analysis, Sustainable Energy, Management Consulting, Corporate Sustainability, Sustainability Reporting, Research
Education
Stanford University
B.A. with Distincton, American Studies (focus on Climate Change and Energy), Minor in Economics
St. George's School
High School
Raj Madan Raj Madan's Wells Fargo Experience 2002 - 2005
Job President
Industry Banking
Experience
MADAN GROUP January 2009 - Present
First National Bank of Omaha 2007 - 2009
Bank of America 2005 - 2007
Wells Fargo 2002 - 2005
Bank of America 1996 - 2002
Wells Fargo 1993 - December 1996
Citibank 1990 - 1993
Skills
Wealth Management, Banking, Strategic Planning, Marketing Strategy, Executive Management, Cross Selling, Segmentation, P&L, Strategy Development, Sales Management, Business Planning, Retail, P&L Management, Business Strategy, Market Planning, Product Management, Marketing Management, New Business Development, Asset Management, Product Marketing, Analytics, Market Research, Competitive Analysis, Team Building, Customer Acquisition, Pricing, Marketing Communications, Budgeting, Integrated Marketing, Change Management, Building Brand Awareness
Education
Angelo State University (Texas Tech University System)
MBA, Management & Finance
St. Xavier's College
Bachelor of Commerce (B.Com.) Honors, Accounting and Economics
MADAN GROUP January 2009 - Present
First National Bank of Omaha 2007 - 2009
Bank of America 2005 - 2007
Wells Fargo 2002 - 2005
Bank of America 1996 - 2002
Wells Fargo 1993 - December 1996
Citibank 1990 - 1993
Skills
Wealth Management, Banking, Strategic Planning, Marketing Strategy, Executive Management, Cross Selling, Segmentation, P&L, Strategy Development, Sales Management, Business Planning, Retail, P&L Management, Business Strategy, Market Planning, Product Management, Marketing Management, New Business Development, Asset Management, Product Marketing, Analytics, Market Research, Competitive Analysis, Team Building, Customer Acquisition, Pricing, Marketing Communications, Budgeting, Integrated Marketing, Change Management, Building Brand Awareness
Education
Angelo State University (Texas Tech University System)
MBA, Management & Finance
St. Xavier's College
Bachelor of Commerce (B.Com.) Honors, Accounting and Economics
Sergio Medina, CFE Sergio Medina, CFE's Wells Fargo Experience February 2006 - Present
Job Financial Crimes Specialist/Team Lead at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2006 - Present
Skills
Public Speaking, Leadership, Financial Modeling, Social Media, Business Development, Project Management, Strategic Planning, Strategy, Program Management, Team Building, Event Planning, Nonprofits, Research, Fundraising, Spanish
Education
Stanford University 1995 — 1999
Bachelor of Arts (B.A.), Political Science
Wells Fargo February 2006 - Present
Skills
Public Speaking, Leadership, Financial Modeling, Social Media, Business Development, Project Management, Strategic Planning, Strategy, Program Management, Team Building, Event Planning, Nonprofits, Research, Fundraising, Spanish
Education
Stanford University 1995 — 1999
Bachelor of Arts (B.A.), Political Science
Rishabh Goel Rishabh Goel's Wells Fargo Experience January 2012 - April 2012
Job Data Scientist at Chegg Inc.
Industry Logistics and Supply Chain
Experience
Chegg Inc. July 2013 - Present
Chegg Inc. April 2013 - July 2013
Stanford University September 2012 - December 2012
Rearden Commerce June 2012 - September 2012
Wells Fargo January 2012 - April 2012
SAP January 2012 - February 2012
Gretec Systems Pvt. Ltd. June 2011 - August 2011
Indian Institute of Technology, Bombay August 2010 - June 2011
Skills
Machine Learning, R, Python, SQL, Data Mining, Data Analysis, Analytics, Statistical Modeling, Tableau, Hadoop, Financial Modeling, Algorithms, Microsoft Excel, Pro Engineer, Engineering, Matlab, Programming, AutoCAD, Analysis, Microsoft Office, C++, Java
Education
Stanford University 2011 — 2013
Master of Science, Management Science & Engineering, 3.94 / 4.00
Fr. C. Rodrigues Institute of Technology, Vashi - University of Mumbai 2007 — 2011
Bachelor of Engineering (B.E.), Mechanical Engineering, First class with distinction honors (6th in university)
Swami vivekanand junior college 2005 — 2007
HSC, Science, Electronics, 92%
Vidya Bhawan 1993 — 2005
SSC, 87%
Chegg Inc. July 2013 - Present
Chegg Inc. April 2013 - July 2013
Stanford University September 2012 - December 2012
Rearden Commerce June 2012 - September 2012
Wells Fargo January 2012 - April 2012
SAP January 2012 - February 2012
Gretec Systems Pvt. Ltd. June 2011 - August 2011
Indian Institute of Technology, Bombay August 2010 - June 2011
Skills
Machine Learning, R, Python, SQL, Data Mining, Data Analysis, Analytics, Statistical Modeling, Tableau, Hadoop, Financial Modeling, Algorithms, Microsoft Excel, Pro Engineer, Engineering, Matlab, Programming, AutoCAD, Analysis, Microsoft Office, C++, Java
Education
Stanford University 2011 — 2013
Master of Science, Management Science & Engineering, 3.94 / 4.00
Fr. C. Rodrigues Institute of Technology, Vashi - University of Mumbai 2007 — 2011
Bachelor of Engineering (B.E.), Mechanical Engineering, First class with distinction honors (6th in university)
Swami vivekanand junior college 2005 — 2007
HSC, Science, Electronics, 92%
Vidya Bhawan 1993 — 2005
SSC, 87%
Jessie Hong's Wells Fargo Experience 2010 - Present
Job Analytics Consultant
Industry Financial Services
Experience
Wells Fargo 2010 - Present
Skills
Data Analysis, Analytics, Financial Modeling, SAS, Data Mining, Statistics, Valuation, Strategy, SQL, Competitive Analysis, Investments, Analysis, Financial Analysis, Research, Due Diligence
Education
Stanford University 2009 — 2009
M.S.
Stanford University 2005 — 2009
B.S.
Wells Fargo 2010 - Present
Skills
Data Analysis, Analytics, Financial Modeling, SAS, Data Mining, Statistics, Valuation, Strategy, SQL, Competitive Analysis, Investments, Analysis, Financial Analysis, Research, Due Diligence
Education
Stanford University 2009 — 2009
M.S.
Stanford University 2005 — 2009
B.S.
Jeff Grubb Jeff Grubb's Wells Fargo Experience January 2010 - Present
Job Senior Managing Director Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo January 2010 - Present
Wells Fargo November 2005 - January 2010
U.S. Trust Company 1999 - 2005
Progressive Insurance 1983 - 1991
Skills
Investments, Wealth Management, Equities, Asset Management, Series 7, Portfolio Management, Alternative Investments, Leadership, Strategic Planning, Asset Managment, Management, Retirement Planning, Mutual Funds, Asset Allocation, Financial Analysis, Strategy, Loans, Investment Advisory, Banking, Start-ups, Finance, Mergers & Acquisitions, Private Banking, Wealth Management...
Education
Stanford University
Wells Fargo January 2010 - Present
Wells Fargo November 2005 - January 2010
U.S. Trust Company 1999 - 2005
Progressive Insurance 1983 - 1991
Skills
Investments, Wealth Management, Equities, Asset Management, Series 7, Portfolio Management, Alternative Investments, Leadership, Strategic Planning, Asset Managment, Management, Retirement Planning, Mutual Funds, Asset Allocation, Financial Analysis, Strategy, Loans, Investment Advisory, Banking, Start-ups, Finance, Mergers & Acquisitions, Private Banking, Wealth Management...
Education
Stanford University
Jerrod Appenzeller Jerrod Appenzeller's Wells Fargo Experience March 2013 - Present
Job VP Credit Risk Analytics at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2013 - Present
Des Moines Area Community College January 2012 - March 2013
University of Missouri January 2011 - December 2011
Montage Investments May 2011 - August 2011
Wilkerson & Reynolds Wealth Management August 2010 - December 2010
US Army June 2006 - August 2009
Cellular Connect June 2005 - May 2006
Education
University of Missouri-Columbia
Master of Business Administration (MBA), Finance, 3.9 / 4.0
Stanford University
Graduate Certificate, Data Mining, 3.9 / 4.3
University of Missouri-Columbia
Bachelor of Science (BS), Business Administration, 4.0 / 4.0
Wells Fargo March 2013 - Present
Des Moines Area Community College January 2012 - March 2013
University of Missouri January 2011 - December 2011
Montage Investments May 2011 - August 2011
Wilkerson & Reynolds Wealth Management August 2010 - December 2010
US Army June 2006 - August 2009
Cellular Connect June 2005 - May 2006
Education
University of Missouri-Columbia
Master of Business Administration (MBA), Finance, 3.9 / 4.0
Stanford University
Graduate Certificate, Data Mining, 3.9 / 4.3
University of Missouri-Columbia
Bachelor of Science (BS), Business Administration, 4.0 / 4.0
Yev Goldenberg's Wells Fargo Experience 2003 - 2003
Job Experienced Marketing and Operations Startup Executive
Industry Internet
Experience
Consumer Internet Startups 2014 - Present
Spokeo 2010 - 2014
SMS GupShup (Webaroo) 2009 - 2010
Globespan Capital Partners 2007 - 2009
McKinsey & Co. 2005 - 2007
Capital One 2004 - 2004
Wells Fargo 2003 - 2003
Skills
Entrepreneurship, Venture Capital, Strategic Partnerships, Start-ups, Business Development, Payments, Fraud, Marketing, Monetization, Growth Strategies, Marketing Strategy, Business Strategy, Management, Mobile Applications, Strategy, Mobile Devices, E-commerce, Product Management, Analytics, Go-to-market Strategy, Online Marketing, Online Advertising
Education
Stanford Graduate School of Engineering
MS
Stanford University
BS
Consumer Internet Startups 2014 - Present
Spokeo 2010 - 2014
SMS GupShup (Webaroo) 2009 - 2010
Globespan Capital Partners 2007 - 2009
McKinsey & Co. 2005 - 2007
Capital One 2004 - 2004
Wells Fargo 2003 - 2003
Skills
Entrepreneurship, Venture Capital, Strategic Partnerships, Start-ups, Business Development, Payments, Fraud, Marketing, Monetization, Growth Strategies, Marketing Strategy, Business Strategy, Management, Mobile Applications, Strategy, Mobile Devices, E-commerce, Product Management, Analytics, Go-to-market Strategy, Online Marketing, Online Advertising
Education
Stanford Graduate School of Engineering
MS
Stanford University
BS
M. Cristina Tejeda's Wells Fargo Experience 2015 - Present
Job
Industry Financial Services
Experience
Wells Fargo 2015 - Present
Visa 2013 - Present
Marche Consulting Group 2012 - 2014
Surfmark Inc 2012 - 2012
Visa, Inc. 2009 - 2012
Charles Schwab 2007 - 2009
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Stanford Continuing Studies
The University of Texas at Austin
BS
Wells Fargo 2015 - Present
Visa 2013 - Present
Marche Consulting Group 2012 - 2014
Surfmark Inc 2012 - 2012
Visa, Inc. 2009 - 2012
Charles Schwab 2007 - 2009
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Stanford Continuing Studies
The University of Texas at Austin
BS
Juliana Terheyden's Wells Fargo Experience June 2006 - August 2006
Job
Industry Nonprofit Organization Management
Experience
Homebridge, Inc. September 2013 - Present
Homeless Prenatal Program November 2014 - Present
The Arc of San Francisco November 2009 - February 2015
Cambridge Associates LLC 2007 - March 2013
Wells Fargo June 2006 - August 2006
Rotaplast International 2005 - 2005
Thomas Weisel Partners 2001 - 2004
Skills
Investment analysis, endowment management, client relationship..., presenting to executive..., non-profit board member, volunteer engagement, Writing, Non-profits, Project Management, Valuation, CRM, Endowments, Nonprofits, Program Management, Financial Analysis, Cash Flow Forecasting, Fundraising, Event Planning, Senior Executive..., Governance, Logistics, Investments, Finance, Philanthropy, Strategic Planning
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2007
Master of Business Administration (MBA)
Stanford University 1997 — 2001
BA
St. Ignatius College Preparatory
Homebridge, Inc. September 2013 - Present
Homeless Prenatal Program November 2014 - Present
The Arc of San Francisco November 2009 - February 2015
Cambridge Associates LLC 2007 - March 2013
Wells Fargo June 2006 - August 2006
Rotaplast International 2005 - 2005
Thomas Weisel Partners 2001 - 2004
Skills
Investment analysis, endowment management, client relationship..., presenting to executive..., non-profit board member, volunteer engagement, Writing, Non-profits, Project Management, Valuation, CRM, Endowments, Nonprofits, Program Management, Financial Analysis, Cash Flow Forecasting, Fundraising, Event Planning, Senior Executive..., Governance, Logistics, Investments, Finance, Philanthropy, Strategic Planning
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2007
Master of Business Administration (MBA)
Stanford University 1997 — 2001
BA
St. Ignatius College Preparatory
Terence Dugan PMP, ITIL, SCPM, Scrum Master's Wells Fargo Experience February 2010 - April 2011
Job Lead Project Manager Technology Risk Organization at Kaiser Permanente
Industry Financial Services
Experience
Kaiser Permanente January 2015 - Present
Chevron November 2013 - January 2015
Nexant via Brilliant Minds Consulting July 2013 - October 2013
Salesforce.com January 2012 - June 2013
Kaiser Permanente IT via Advantis Global November 2011 - January 2012
Moody’s Analytics April 2011 - October 2011
Wells Fargo February 2010 - April 2011
Firemans Fund Insurance Company December 2009 - February 2010
Visa Inc. February 2005 - December 2009
Kaiser Permanente April 2002 - January 2005
Skills
PMP, ITIL, Certified Scrum Master..., SCPM, Agile Project Management, Certified Project..., Business Analysis, Agile Methodologies, MS Project, PMI, IT Strategy, IT Management, Integration, Requirements Gathering, Data Center, Process Improvement, Infrastructure, Databases, Quality Assurance, Project Planning, Unix, Enterprise Architecture, Cloud Computing, Information Technology, Disaster Recovery, Release Management, Testing, Business Process, Management, Business Intelligence, Software Development, SharePoint, IT Service Management, Cross-functional Team..., Networking, CRM, Consulting, Program Management, Project Management, Business Process..., Enterprise Software, SaaS, SDLC, PMO, Vendor Management, Leadership, Team Leadership, Security, Microsoft Project
Education
Stanford University 2005 — 2007
SAPM, Project Management
University of California, Berkeley 2005 — 2005
PMP Certification, Project Management
University of San Francisco 1980 — 1983
BA, Philosophy
Kaiser Permanente January 2015 - Present
Chevron November 2013 - January 2015
Nexant via Brilliant Minds Consulting July 2013 - October 2013
Salesforce.com January 2012 - June 2013
Kaiser Permanente IT via Advantis Global November 2011 - January 2012
Moody’s Analytics April 2011 - October 2011
Wells Fargo February 2010 - April 2011
Firemans Fund Insurance Company December 2009 - February 2010
Visa Inc. February 2005 - December 2009
Kaiser Permanente April 2002 - January 2005
Skills
PMP, ITIL, Certified Scrum Master..., SCPM, Agile Project Management, Certified Project..., Business Analysis, Agile Methodologies, MS Project, PMI, IT Strategy, IT Management, Integration, Requirements Gathering, Data Center, Process Improvement, Infrastructure, Databases, Quality Assurance, Project Planning, Unix, Enterprise Architecture, Cloud Computing, Information Technology, Disaster Recovery, Release Management, Testing, Business Process, Management, Business Intelligence, Software Development, SharePoint, IT Service Management, Cross-functional Team..., Networking, CRM, Consulting, Program Management, Project Management, Business Process..., Enterprise Software, SaaS, SDLC, PMO, Vendor Management, Leadership, Team Leadership, Security, Microsoft Project
Education
Stanford University 2005 — 2007
SAPM, Project Management
University of California, Berkeley 2005 — 2005
PMP Certification, Project Management
University of San Francisco 1980 — 1983
BA, Philosophy
Jason Kaminsky's Wells Fargo Experience June 2011 - September 2014
Job Vice President, Partnerships at kWh Analytics
Industry Environmental Services
Experience
kWh Analytics September 2014 - Present
San Francisco Green Film Festival September 2014 - Present
Imagine H2O August 2009 - Present
Wells Fargo June 2011 - September 2014
SPG Solar August 2009 - March 2011
Chevron June 2008 - August 2008
Mitsubishi Heavy Industries August 2007 - September 2007
Aero Logistics June 2007 - August 2007
Climate Counts December 2006 - May 2007
UCLA June 2005 - June 2006
Skills
Solar Energy, Water, Sustainability, Project Finance, Tax equity, Cleantech, Entrepreneurship, Social Entrepreneurship, Energy, Strategy, Business Development, Energy Policy, Sustainable Energy, Equities, Wind, Renewable Energy, Photovoltaics, Strategic Partnerships, Financial Modeling, Start-ups, Venture Capital, Due Diligence, Mergers & Acquisitions, Business Planning, Corporate Development
Education
Stanford University 2006 — 2009
MS, Environment & Resources
Stanford University Graduate School of Business 2006 — 2009
MBA, Business Administration
University of California, Los Angeles 2002 — 2006
BS, Mathematics & BS, Atmospheric, Oceanic & Environmental Sciences
Hong Kong University of Science and Technology 2005 — 2005
Atmospheric Science
Thousand Oaks High School 1998 — 2002
kWh Analytics September 2014 - Present
San Francisco Green Film Festival September 2014 - Present
Imagine H2O August 2009 - Present
Wells Fargo June 2011 - September 2014
SPG Solar August 2009 - March 2011
Chevron June 2008 - August 2008
Mitsubishi Heavy Industries August 2007 - September 2007
Aero Logistics June 2007 - August 2007
Climate Counts December 2006 - May 2007
UCLA June 2005 - June 2006
Skills
Solar Energy, Water, Sustainability, Project Finance, Tax equity, Cleantech, Entrepreneurship, Social Entrepreneurship, Energy, Strategy, Business Development, Energy Policy, Sustainable Energy, Equities, Wind, Renewable Energy, Photovoltaics, Strategic Partnerships, Financial Modeling, Start-ups, Venture Capital, Due Diligence, Mergers & Acquisitions, Business Planning, Corporate Development
Education
Stanford University 2006 — 2009
MS, Environment & Resources
Stanford University Graduate School of Business 2006 — 2009
MBA, Business Administration
University of California, Los Angeles 2002 — 2006
BS, Mathematics & BS, Atmospheric, Oceanic & Environmental Sciences
Hong Kong University of Science and Technology 2005 — 2005
Atmospheric Science
Thousand Oaks High School 1998 — 2002
Lucia Mendoza-Ronquillo's Wells Fargo Experience May 2013 - Present
Job Marketing Strategy, Technology, Process Optimization and Analytics Leader
Industry Investment Management
Experience
Wells Fargo May 2013 - Present
BlackRock April 2009 - May 2013
JP Morgan Chase April 2007 - March 2009
Wells Fargo December 2002 - April 2007
E*TRADE Financial October 1999 - December 2002
Charles Schwab February 1999 - October 1999
Bank of America December 1985 - February 1999
Skills
Database Marketing, Email Marketing, Marketing Analytics, Data Warehousing, Teradata, Direct Marketing, End to End Campaign..., Campaign Effectiveness, Digital Marketing, Predictive Analytics, Segmentation, Business Intelligence..., MicroStrategy Reporting, Business Objects, Unica Affinium Campaign, Marketing Strategy, Strategic Financial..., Financial Modeling, Activity Based Costing, Investment Management, Technical Project..., Marketing Resource..., Analytics, Customer Acquisition, Business Intelligence, CRM, Customer Insight, Lead Generation, Management, Vendor Management, Strategy
Education
Stanford University Graduate School of Business 2012 — 2012
Executive Program
University of San Francisco - School of Management
MBA
University of the Philippines
BS
Wells Fargo May 2013 - Present
BlackRock April 2009 - May 2013
JP Morgan Chase April 2007 - March 2009
Wells Fargo December 2002 - April 2007
E*TRADE Financial October 1999 - December 2002
Charles Schwab February 1999 - October 1999
Bank of America December 1985 - February 1999
Skills
Database Marketing, Email Marketing, Marketing Analytics, Data Warehousing, Teradata, Direct Marketing, End to End Campaign..., Campaign Effectiveness, Digital Marketing, Predictive Analytics, Segmentation, Business Intelligence..., MicroStrategy Reporting, Business Objects, Unica Affinium Campaign, Marketing Strategy, Strategic Financial..., Financial Modeling, Activity Based Costing, Investment Management, Technical Project..., Marketing Resource..., Analytics, Customer Acquisition, Business Intelligence, CRM, Customer Insight, Lead Generation, Management, Vendor Management, Strategy
Education
Stanford University Graduate School of Business 2012 — 2012
Executive Program
University of San Francisco - School of Management
MBA
University of the Philippines
BS
Bart Coan's Wells Fargo Experience July 2009 - April 2010
Job Director, Software Development at Inmar
Industry Information Technology and Services
Experience
Inmar March 2010 - Present
Inmar 2010 - 2015
Inmar 2010 - 2015
Wells Fargo July 2009 - April 2010
LiveCargo July 2008 - July 2009
LiveCargo June 2007 - July 2008
GMAC Insurance 2005 - 2007
Jefferson Pilot Financial 2005 - 2005
BCE Emergis 1999 - 2005
Volvo Commercial Finance 1996 - 1999
Skills
Software Project..., Scrum, Software Development, Microsoft SQL Server, Integration, IT Strategy, Business Process..., SOA, .NET, Agile Methodologies, Architectures, Business Analysis, Databases, Enterprise Architecture, Enterprise Software, IT Management, ITIL, Leadership, Oracle, Process Improvement, Project Management, Quality Assurance, SDLC, SaaS, Start-ups, Strategy, Unix, Web Applications, Web Services
Education
Stanford University 1984 — 1989
BS, Electrical Engineering
Inmar March 2010 - Present
Inmar 2010 - 2015
Inmar 2010 - 2015
Wells Fargo July 2009 - April 2010
LiveCargo July 2008 - July 2009
LiveCargo June 2007 - July 2008
GMAC Insurance 2005 - 2007
Jefferson Pilot Financial 2005 - 2005
BCE Emergis 1999 - 2005
Volvo Commercial Finance 1996 - 1999
Skills
Software Project..., Scrum, Software Development, Microsoft SQL Server, Integration, IT Strategy, Business Process..., SOA, .NET, Agile Methodologies, Architectures, Business Analysis, Databases, Enterprise Architecture, Enterprise Software, IT Management, ITIL, Leadership, Oracle, Process Improvement, Project Management, Quality Assurance, SDLC, SaaS, Start-ups, Strategy, Unix, Web Applications, Web Services
Education
Stanford University 1984 — 1989
BS, Electrical Engineering
Cricket Barlow's Wells Fargo Experience September 2010 - March 2011
Job Fixed Income Specialist
Industry Financial Services
Experience
PennyClick April 2011 - June 2013
Wells Fargo September 2010 - March 2011
Camulos Capital January 2007 - January 2009
DSC Advisors, LLC February 2004 - December 2006
Deltec Asset Management June 1995 - June 2000
Deltec Asset Management January 1986 - January 1991
Crocker National Bank June 1984 - June 1985
Skills
Strategic Planning, Marketing Strategy, Investments, High Yield, Trading, Sales, Non-profits, Fundraising
Education
Stanford University 1980 — 1984
BA, Economics and Political Science
Hotchkiss School 1978 — 1980
PennyClick April 2011 - June 2013
Wells Fargo September 2010 - March 2011
Camulos Capital January 2007 - January 2009
DSC Advisors, LLC February 2004 - December 2006
Deltec Asset Management June 1995 - June 2000
Deltec Asset Management January 1986 - January 1991
Crocker National Bank June 1984 - June 1985
Skills
Strategic Planning, Marketing Strategy, Investments, High Yield, Trading, Sales, Non-profits, Fundraising
Education
Stanford University 1980 — 1984
BA, Economics and Political Science
Hotchkiss School 1978 — 1980
Julian Smith's Wells Fargo Experience December 2001 - December 2002
Job Senior Integrated Producer, Digital at Deutsch
Industry Marketing and Advertising
Experience
Deutsch December 2011 - Present
AKQA June 2010 - December 2011
AKQA February 2008 - June 2010
SquareTrade, Inc October 2004 - February 2008
SquareTrade, Inc December 2002 - October 2004
Wells Fargo December 2001 - December 2002
Skills
User Experience
Education
Stanford University 1997 — 2001
Jesuit College Preparatory School
Deutsch December 2011 - Present
AKQA June 2010 - December 2011
AKQA February 2008 - June 2010
SquareTrade, Inc October 2004 - February 2008
SquareTrade, Inc December 2002 - October 2004
Wells Fargo December 2001 - December 2002
Skills
User Experience
Education
Stanford University 1997 — 2001
Jesuit College Preparatory School
Jerri Nielsen, BFA, MBA, PMP's Wells Fargo Experience 2006 - 2013
Job Senior Technology Project Manager
Industry Financial Services
Experience
Wells Fargo 2006 - 2013
Wells Fargo 2004 - 2006
University of Utah 2003 - 2004
University of Utah 2000 - 2003
Global Impact Concepts 1999 - 2000
Skills
Project Management, Risk Management, Vendor Management, SDLC, Program Management, Resource Management, Business Analysis, Analysis, PMP, Banking, SharePoint, Cross-functional Team..., Visio, Change Management, MS Project, Project Planning, Social Media, Live Meeting, Microsoft Excel, PowerPoint, Microsoft Word, Lightroom, Collaboration Tools, Financial Analysis, Disaster Recovery, PMO, Project Portfolio..., Training, Management, Business Requirements, Databases, Requirements Gathering, Enterprise Architecture, Software Project..., Business Process..., Requirements Analysis, Agile Project Management, Software Documentation, Business Process, Financial Services, Enterprise Software, Business Intelligence, IT Management, IT Strategy, Consulting, Data Warehousing, Governance, Release Management, Project Delivery, Finance
Education
Stanford University
Stanford Certified Project Manager (SCPM) - Expected 2015
University of Utah - David Eccles School of Business 2001 — 2003
MBA
University of Utah 1995 — 1999
BFA
Wells Fargo 2006 - 2013
Wells Fargo 2004 - 2006
University of Utah 2003 - 2004
University of Utah 2000 - 2003
Global Impact Concepts 1999 - 2000
Skills
Project Management, Risk Management, Vendor Management, SDLC, Program Management, Resource Management, Business Analysis, Analysis, PMP, Banking, SharePoint, Cross-functional Team..., Visio, Change Management, MS Project, Project Planning, Social Media, Live Meeting, Microsoft Excel, PowerPoint, Microsoft Word, Lightroom, Collaboration Tools, Financial Analysis, Disaster Recovery, PMO, Project Portfolio..., Training, Management, Business Requirements, Databases, Requirements Gathering, Enterprise Architecture, Software Project..., Business Process..., Requirements Analysis, Agile Project Management, Software Documentation, Business Process, Financial Services, Enterprise Software, Business Intelligence, IT Management, IT Strategy, Consulting, Data Warehousing, Governance, Release Management, Project Delivery, Finance
Education
Stanford University
Stanford Certified Project Manager (SCPM) - Expected 2015
University of Utah - David Eccles School of Business 2001 — 2003
MBA
University of Utah 1995 — 1999
BFA
Anna Freitas's Wells Fargo Experience April 2008 - August 2011
Job Strategic Project Manager Consultant
Industry Information Technology and Services
Experience
Freitas & Associates February 2012 - Present
Wells Fargo April 2008 - August 2011
Wells Fargo 2007 - 2008
Wells Fargo 1997 - 2006
Bank of America 1990 - 1996
Skills
MS Project, Field Operations, Project Management, Business Requirements, System Implementations, Business Intelligence
Education
Stanford University
Bachelor of Arts (BA), Anthropology with minors in Economics, Math, French
University of Minnesota-Twin Cities
2 years graduate studies in PhD program, Anthropology and Archeology
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance, Management, Marketing
Coaches Training Institute (CTI)
Leadership and Coaching
Freitas & Associates February 2012 - Present
Wells Fargo April 2008 - August 2011
Wells Fargo 2007 - 2008
Wells Fargo 1997 - 2006
Bank of America 1990 - 1996
Skills
MS Project, Field Operations, Project Management, Business Requirements, System Implementations, Business Intelligence
Education
Stanford University
Bachelor of Arts (BA), Anthropology with minors in Economics, Math, French
University of Minnesota-Twin Cities
2 years graduate studies in PhD program, Anthropology and Archeology
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance, Management, Marketing
Coaches Training Institute (CTI)
Leadership and Coaching
Alice Berry's Wells Fargo Experience 2004 - Present
Job Managing Director, Wells Fargo
Industry Investment Management
Experience
Wells Fargo 2004 - Present
UBS Investment Bank 1997 - 2002
Skills
Financial Modeling, Analytics, Strategy, Business Strategy, Mergers & Acquisitions, Research, Leadership, Management, Cross-functional Team...
Education
University of California, Berkeley 2002 — 2004
Master of Business Administration (MBA)
Stanford University 1993 — 1997
BA, Economics
Wells Fargo 2004 - Present
UBS Investment Bank 1997 - 2002
Skills
Financial Modeling, Analytics, Strategy, Business Strategy, Mergers & Acquisitions, Research, Leadership, Management, Cross-functional Team...
Education
University of California, Berkeley 2002 — 2004
Master of Business Administration (MBA)
Stanford University 1993 — 1997
BA, Economics
Clay Cole's Wells Fargo Experience September 1973 - April 1987
Job Independent Banking Professional
Industry Banking
Experience
Bank of America -- Retired April 1988 - January 2006
JPMorgan Chase (When it was Chemical Bank) April 1987 - April 1988
Wells Fargo September 1973 - April 1987
Brown Brothers Harriman November 1969 - September 1973
Peace Corps July 1967 - August 1969
Skills
Credit Risk, Commercial Banking, Commercial Lending, Credit, Consumer Lending, Credit Administration, Investment Banking, Credit Analysis, Portfolio Management, Banking, Capital Markets, Loans, Management, Corporate Finance, Financial Analysis, Financial Risk, Small Business Lending
Education
Stanford GSB 1965 — 1967
MBA
Stanford University 1962 — 1965
BA - With Distinction, Economics
Bank of America -- Retired April 1988 - January 2006
JPMorgan Chase (When it was Chemical Bank) April 1987 - April 1988
Wells Fargo September 1973 - April 1987
Brown Brothers Harriman November 1969 - September 1973
Peace Corps July 1967 - August 1969
Skills
Credit Risk, Commercial Banking, Commercial Lending, Credit, Consumer Lending, Credit Administration, Investment Banking, Credit Analysis, Portfolio Management, Banking, Capital Markets, Loans, Management, Corporate Finance, Financial Analysis, Financial Risk, Small Business Lending
Education
Stanford GSB 1965 — 1967
MBA
Stanford University 1962 — 1965
BA - With Distinction, Economics
Belen Cabot's Wells Fargo Experience January 2013 - March 2013
Job Compliance Consultant at Wells Fargo Global Financial Institutions Group
Industry Financial Services
Experience
Wells Fargo January 2013 - March 2013
E*TRADE Financial June 2012 - September 2012
Union Bank June 2010 - June 2012
BSA/AML November 2007 - May 2010
IPSA International January 2005 - April 2007
Skills
AML, KYC, Legal Research, Commercial Banking, Risk Management, Due Diligence, Fraud, Financial Risk, Banking, Risk Assessment, Private Investigations
Education
The George Washington University Law School
Juris Doctor
Stanford University 1995 — 1999
Bachelor's degree, International Relations/Spanish
Wells Fargo January 2013 - March 2013
E*TRADE Financial June 2012 - September 2012
Union Bank June 2010 - June 2012
BSA/AML November 2007 - May 2010
IPSA International January 2005 - April 2007
Skills
AML, KYC, Legal Research, Commercial Banking, Risk Management, Due Diligence, Fraud, Financial Risk, Banking, Risk Assessment, Private Investigations
Education
The George Washington University Law School
Juris Doctor
Stanford University 1995 — 1999
Bachelor's degree, International Relations/Spanish
Kristen Norton's Wells Fargo Experience April 2014 - Present
Job Sr HR Leader, Corporate Staff Groups at Wells Fargo
Industry Human Resources
Experience
Wells Fargo April 2014 - Present
Wells Fargo 2007 - April 2014
Wells Fargo 2002 - 2007
OffRoad Capital 1999 - 2001
Barclays Global Investors 1995 - 1999
Wells Fargo 1990 - 1995
Santa Barbara Medical Foundation Clinic 1988 - 1990
Education
Stanford University Graduate School of Business 2010 — 2010
Managing Talent for Strategic Advantage
University of California, Santa Barbara 1984 — 1988
Wells Fargo April 2014 - Present
Wells Fargo 2007 - April 2014
Wells Fargo 2002 - 2007
OffRoad Capital 1999 - 2001
Barclays Global Investors 1995 - 1999
Wells Fargo 1990 - 1995
Santa Barbara Medical Foundation Clinic 1988 - 1990
Education
Stanford University Graduate School of Business 2010 — 2010
Managing Talent for Strategic Advantage
University of California, Santa Barbara 1984 — 1988
Eric Parra's Wells Fargo Experience July 2002 - Present
Job VP, Corporate Credit
Industry Banking
Experience
Wells Fargo July 2002 - Present
Skills
Credit Risk, Credit, Financial Analysis, Risk Management, Portfolio Management
Education
Stanford University 1999 — 2001
BA, Economics
Stanford University 1993 — 1995
Engineering
Wells Fargo July 2002 - Present
Skills
Credit Risk, Credit, Financial Analysis, Risk Management, Portfolio Management
Education
Stanford University 1999 — 2001
BA, Economics
Stanford University 1993 — 1995
Engineering
Anthony Fazzio's Wells Fargo Experience October 2009 - November 2013
Job Financial Analyst at Apple Inc.
Industry Financial Services
Experience
Apple Inc. December 2013 - Present
Wells Fargo October 2009 - November 2013
Wells Fargo August 2006 - October 2009
Bambeck Systems, Inc. April 2004 - August 2006
Skills
Cash Management, Financial Reporting, Financial Modeling, Budgets, Financial Services, Microsoft Excel, Essbase, Financial Analysis, Project Management, Corporate Finance, Strategic Financial..., Treasury Management, Hyperion Enterprise, SQL, C, Oracle, PowerPoint, T-SQL, SQL Server Management..., VBA, Forecasting, Finance
Education
Stanford University 1998 — 2002
Bachelor of Arts (B.A.), Economics
Stanford University 1998 — 2002
Bachelor of Science (B.S.), Management Science & Engineering
Apple Inc. December 2013 - Present
Wells Fargo October 2009 - November 2013
Wells Fargo August 2006 - October 2009
Bambeck Systems, Inc. April 2004 - August 2006
Skills
Cash Management, Financial Reporting, Financial Modeling, Budgets, Financial Services, Microsoft Excel, Essbase, Financial Analysis, Project Management, Corporate Finance, Strategic Financial..., Treasury Management, Hyperion Enterprise, SQL, C, Oracle, PowerPoint, T-SQL, SQL Server Management..., VBA, Forecasting, Finance
Education
Stanford University 1998 — 2002
Bachelor of Arts (B.A.), Economics
Stanford University 1998 — 2002
Bachelor of Science (B.S.), Management Science & Engineering
Rich Strauch's Wells Fargo Experience August 2009 - Present
Job SVP at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2009 - Present
SRJHC May 2004 - April 2011
Washington Mutual January 2004 - January 2009
Fair, Isaac 1986 - 2004
GTE Government Systems 1976 - 1983
Skills
Analytics, Predictive Analytics, Financial Services, Cross-functional Team...
Education
University of California, Berkeley - Walter A. Haas School of Business 1983 — 1985
MBA
Stanford University 1980 — 1983
MS, Engineering
University of Colorado Boulder 1976 — 1980
BS, Applied Math
Wells Fargo August 2009 - Present
SRJHC May 2004 - April 2011
Washington Mutual January 2004 - January 2009
Fair, Isaac 1986 - 2004
GTE Government Systems 1976 - 1983
Skills
Analytics, Predictive Analytics, Financial Services, Cross-functional Team...
Education
University of California, Berkeley - Walter A. Haas School of Business 1983 — 1985
MBA
Stanford University 1980 — 1983
MS, Engineering
University of Colorado Boulder 1976 — 1980
BS, Applied Math
Seth Hejny's Wells Fargo Experience October 2011 - Present
Job Business Relationship Manager at Wells Fargo
Industry Real Estate
Experience
Wells Fargo October 2011 - Present
Lone Peak Development April 2007 - October 2011
Wells Fargo Bank January 2005 - August 2007
Skills
Management, Real Estate, Forecasting, Market Analysis, Loans, Financial Analysis, Credit Analysis, Asset Management, Treasury Management, Sales, Salesforce.com, Leadership, Investment Properties, Banking, Commercial Lending
Education
Stanford University 1999 — 2004
Bachelor's degree, Economics
Wells Fargo October 2011 - Present
Lone Peak Development April 2007 - October 2011
Wells Fargo Bank January 2005 - August 2007
Skills
Management, Real Estate, Forecasting, Market Analysis, Loans, Financial Analysis, Credit Analysis, Asset Management, Treasury Management, Sales, Salesforce.com, Leadership, Investment Properties, Banking, Commercial Lending
Education
Stanford University 1999 — 2004
Bachelor's degree, Economics
Gur Hoshen's Wells Fargo Experience 1997 - 1998
Job Senior Systems Analyst at AIR
Industry Research
Experience
American Institutes for Research 2001 - Present
Intuit 2000 - 2001
HarmonyCentral.com 2000 - 2000
AIM Solutions, Inc. 1999 - 2000
Wells Fargo 1997 - 1998
Roche Pharmaceuticals 1996 - 1997
Wells Fargo 1996 - 1997
American Institutes for Research 1993 - 1996
Education
Stanford University 1987 — 1993
MS/BA, Engineering-Economics/Economics
Naperville Central High School
American Institutes for Research 2001 - Present
Intuit 2000 - 2001
HarmonyCentral.com 2000 - 2000
AIM Solutions, Inc. 1999 - 2000
Wells Fargo 1997 - 1998
Roche Pharmaceuticals 1996 - 1997
Wells Fargo 1996 - 1997
American Institutes for Research 1993 - 1996
Education
Stanford University 1987 — 1993
MS/BA, Engineering-Economics/Economics
Naperville Central High School
pok chan's Wells Fargo Experience November 2005 - May 2012
Job VP at wells fargo bank
Industry Banking
Experience
wells fargo bank May 2012 - Present
Wells Fargo November 2005 - May 2012
Wells Fargo February 1996 - November 2005
williams-sonoma June 1989 - February 1996
Skills
Portfolio Management, Unix, Financial Services, Microsoft SQL Server, SQL, Analytics, Business Intelligence, Statistical Modeling, Tableau
Education
Stanford University 1987 — 1989
Master’s Degree, Statistics
wells fargo bank May 2012 - Present
Wells Fargo November 2005 - May 2012
Wells Fargo February 1996 - November 2005
williams-sonoma June 1989 - February 1996
Skills
Portfolio Management, Unix, Financial Services, Microsoft SQL Server, SQL, Analytics, Business Intelligence, Statistical Modeling, Tableau
Education
Stanford University 1987 — 1989
Master’s Degree, Statistics
Penny Zuercher's Wells Fargo Experience
Job VP at Wells Fargo
Industry Banking
Experience
Wells Fargo
Skills
Business Analysis, Cross-functional Team..., Loans, Fixed Income, Product Marketing, Integration, Change Management, Leadership, Process Improvement, Banking, Investments, Product Management, Management, Contract Negotiation, Credit, Commercial Real Estate, Mergers & Acquisitions, Mortgage Lending
Education
Stanford University 1985 — 1989
BS, Industrial Engineering
Wells Fargo
Skills
Business Analysis, Cross-functional Team..., Loans, Fixed Income, Product Marketing, Integration, Change Management, Leadership, Process Improvement, Banking, Investments, Product Management, Management, Contract Negotiation, Credit, Commercial Real Estate, Mergers & Acquisitions, Mortgage Lending
Education
Stanford University 1985 — 1989
BS, Industrial Engineering
Elizabeth McArdle Solomon's Wells Fargo Experience January 2009 - November 2012
Job Senior Vice President at Bank of the West
Industry Banking
Experience
Bank of the West November 2012 - Present
Wells Fargo January 2009 - November 2012
Wells Fargo Bank January 2001 - November 2009
Bank of America August 1978 - December 2000
San Francisco Recreation and Park Department 1994 - 1998
Stanford University Athletic Board 1990 - 1994
Skills
Operational Risk, Risk, Banking, Mergers, Process Improvement, Customer Relations, Change Management, Policy, Team Building, Mentoring, Coaching, Risk Management, Treasury Management, Operational Risk..., Enterprise Risk..., Process Engineering, Vendor Management, Program Management, Operations Management, Fraud Prevention, Team Management, Leadership, Financial Services, Financial Risk, Management, Management Consulting, Customer Service, Retail Banking, Governance, Executive Management, Commercial Banking, Electronic Payments, Relationship Management, Small Business Lending, Consumer Lending, Credit, Portfolio Management, Loans, Credit Analysis, Payments, Cash Management
Education
Stanford University
Bachelor of Arts (B.A.), Human Biology
Bank of the West November 2012 - Present
Wells Fargo January 2009 - November 2012
Wells Fargo Bank January 2001 - November 2009
Bank of America August 1978 - December 2000
San Francisco Recreation and Park Department 1994 - 1998
Stanford University Athletic Board 1990 - 1994
Skills
Operational Risk, Risk, Banking, Mergers, Process Improvement, Customer Relations, Change Management, Policy, Team Building, Mentoring, Coaching, Risk Management, Treasury Management, Operational Risk..., Enterprise Risk..., Process Engineering, Vendor Management, Program Management, Operations Management, Fraud Prevention, Team Management, Leadership, Financial Services, Financial Risk, Management, Management Consulting, Customer Service, Retail Banking, Governance, Executive Management, Commercial Banking, Electronic Payments, Relationship Management, Small Business Lending, Consumer Lending, Credit, Portfolio Management, Loans, Credit Analysis, Payments, Cash Management
Education
Stanford University
Bachelor of Arts (B.A.), Human Biology
Rene Insam, MBA, CSM's Wells Fargo Experience June 2009 - March 2011
Job Country Configuration Manager & Culture Specialist, US Loyalty at American Express
Industry Information Technology and Services
Experience
American Express January 2015 - Present
American Express August 2013 - December 2014
American Express March 2011 - August 2013
Wells Fargo June 2009 - March 2011
Intel Corporation March 2009 - February 2010
Scottsdale Insurance Company August 2007 - February 2009
Deutsche Bank July 2000 - July 2002
Skills
Culture Change, Organizational Culture, SDLC, Business Analysis, Business Process Design, Strategic Thinking, Business Development, Decision Analysis, Change Management, Management, Requirements Gathering, Business Process..., Process Improvement, Requirements Analysis, Software Project..., Analysis, SharePoint, Banking, Finance, Business Process, PMP, Enterprise Architecture, Project Management, Systems Analysis, Project Portfolio..., Strategy, IT Strategy, PMO, Vendor Management, Program Management, Governance, Business Intelligence, Agile Methodologies, Data Analysis, Business Process Mapping, Financial Services, Leadership, Project Delivery, Integration, Consulting, Risk Management, Business Requirements, Enterprise Software, Analytics, Scrum, Information Technology
Education
University of Phoenix 2014 — 2016
Doctor of Management, Information Systems/Technology, Organizational Culture, 3.92 Current GPA
Stanford University 2011 — 2013
Professional Certification, Strategic Decision Making and Risk Management
Western Michigan University - Haworth College of Business 2005 — 2007
Master of Business Administration (MBA), Change Management, 3.96 GPA
Universität Passau 2002 — 2005
Bachelor, Business, Language, and Cultural Studies
Deutsche Schule Thessaloniki 1997 — 1999
University Entrance Diploma, German, English, Mathematics, History
American Express January 2015 - Present
American Express August 2013 - December 2014
American Express March 2011 - August 2013
Wells Fargo June 2009 - March 2011
Intel Corporation March 2009 - February 2010
Scottsdale Insurance Company August 2007 - February 2009
Deutsche Bank July 2000 - July 2002
Skills
Culture Change, Organizational Culture, SDLC, Business Analysis, Business Process Design, Strategic Thinking, Business Development, Decision Analysis, Change Management, Management, Requirements Gathering, Business Process..., Process Improvement, Requirements Analysis, Software Project..., Analysis, SharePoint, Banking, Finance, Business Process, PMP, Enterprise Architecture, Project Management, Systems Analysis, Project Portfolio..., Strategy, IT Strategy, PMO, Vendor Management, Program Management, Governance, Business Intelligence, Agile Methodologies, Data Analysis, Business Process Mapping, Financial Services, Leadership, Project Delivery, Integration, Consulting, Risk Management, Business Requirements, Enterprise Software, Analytics, Scrum, Information Technology
Education
University of Phoenix 2014 — 2016
Doctor of Management, Information Systems/Technology, Organizational Culture, 3.92 Current GPA
Stanford University 2011 — 2013
Professional Certification, Strategic Decision Making and Risk Management
Western Michigan University - Haworth College of Business 2005 — 2007
Master of Business Administration (MBA), Change Management, 3.96 GPA
Universität Passau 2002 — 2005
Bachelor, Business, Language, and Cultural Studies
Deutsche Schule Thessaloniki 1997 — 1999
University Entrance Diploma, German, English, Mathematics, History
James Gifford's Wells Fargo Experience July 2002 - January 2010
Job Portfolio Manager Overland Advisors, LLC
Industry Financial Services
Experience
Overland Advisors, LLC January 2010 - Present
Wells Fargo July 2002 - January 2010
Skills
Hedge Funds, Volatility, Portfolio Management, Equities, Alternative Investments, Capital Markets, Fixed Income, Financial Modeling, Derivatives, Valuation, Investment Banking, Trading, Investments
Education
Stanford University 1997 — 2002
B.A., B.S
Overland Advisors, LLC January 2010 - Present
Wells Fargo July 2002 - January 2010
Skills
Hedge Funds, Volatility, Portfolio Management, Equities, Alternative Investments, Capital Markets, Fixed Income, Financial Modeling, Derivatives, Valuation, Investment Banking, Trading, Investments
Education
Stanford University 1997 — 2002
B.A., B.S
Vinay N Ramakanth's Wells Fargo Experience June 2008 - January 2012
Job Software Development Engineer at Apple
Industry Information Technology and Services
Experience
Apple July 2012 - Present
Cisco Systems February 2012 - June 2012
Wells Fargo June 2008 - January 2012
CNET Networks November 2007 - June 2008
Wells Fargo February 2006 - November 2007
Keane, NTT Data Subsidiary January 2004 - February 2006
ITI Limited R&D (Indian Telephone Industries) January 2003 - May 2003
Education
Visvesvaraya Technological University 1999 — 2003
Bachelor of Engineering, Electronics and Communications (First class with distinction)
Stanford Continuing Studies 2011 — 2012
Business courses
Apple July 2012 - Present
Cisco Systems February 2012 - June 2012
Wells Fargo June 2008 - January 2012
CNET Networks November 2007 - June 2008
Wells Fargo February 2006 - November 2007
Keane, NTT Data Subsidiary January 2004 - February 2006
ITI Limited R&D (Indian Telephone Industries) January 2003 - May 2003
Education
Visvesvaraya Technological University 1999 — 2003
Bachelor of Engineering, Electronics and Communications (First class with distinction)
Stanford Continuing Studies 2011 — 2012
Business courses
Jennifer Tietz's Wells Fargo Experience March 2015 - Present
Job Senior Audit Leader Regulatory Reporting
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Dixon Hughes Goodman LLP February 2014 - March 2015
Wells Fargo April 2013 - February 2014
Bank of America May 2011 - April 2013
Bank of America July 2008 - May 2011
Compass Group USA June 2006 - July 2008
Skills
Financial Analysis, Financial Reporting, Banking, Accounting, General Ledger, Derivatives, PeopleSoft, Month End Close, Finance, Call Reporting, Internal Audit, Regulation W, Financial Services, Analysis, Internal Controls
Education
St. Thomas University 1998 — 2001
Master of Accounting
University of Miami 1991 — 1994
Bachelor of Science in Communications
Wells Fargo March 2015 - Present
Dixon Hughes Goodman LLP February 2014 - March 2015
Wells Fargo April 2013 - February 2014
Bank of America May 2011 - April 2013
Bank of America July 2008 - May 2011
Compass Group USA June 2006 - July 2008
Skills
Financial Analysis, Financial Reporting, Banking, Accounting, General Ledger, Derivatives, PeopleSoft, Month End Close, Finance, Call Reporting, Internal Audit, Regulation W, Financial Services, Analysis, Internal Controls
Education
St. Thomas University 1998 — 2001
Master of Accounting
University of Miami 1991 — 1994
Bachelor of Science in Communications
Baie Netzer, CFA, CFP's Wells Fargo Experience July 2014 - Present
Job Investment Strategy Specialist at Wells Fargo
Industry Investment Management
Experience
Wells Fargo July 2014 - Present
HighMark Capital Management (Union Bank) October 2010 - July 2014
Litman/Gregory January 2005 - October 2010
Intuit December 1999 - December 2004
Robert Bosch Foundation July 1993 - July 1999
Money Magazine August 1989 - June 1993
Goldman Sachs July 1987 - June 1989
Skills
Alternative Investments, Portfolio Management, Manager Research, Investments, Research, Mutual Funds, Asset Allocation, Wealth Management, Asset Management, Writing
Education
Stanford University 1983 — 1987
B.A. with Honors, International Relations
Wells Fargo July 2014 - Present
HighMark Capital Management (Union Bank) October 2010 - July 2014
Litman/Gregory January 2005 - October 2010
Intuit December 1999 - December 2004
Robert Bosch Foundation July 1993 - July 1999
Money Magazine August 1989 - June 1993
Goldman Sachs July 1987 - June 1989
Skills
Alternative Investments, Portfolio Management, Manager Research, Investments, Research, Mutual Funds, Asset Allocation, Wealth Management, Asset Management, Writing
Education
Stanford University 1983 — 1987
B.A. with Honors, International Relations
Aurelio Ramon Espinosa's Wells Fargo Experience July 2012 - Present
Job Managing Director at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2012 - Present
Bank of America June 1987 - June 2012
Skills
Portfolio Management, Capital Markets, Risk Management, Investments, Financial Risk, Financial Modeling, Corporate Finance, Valuation, Derivatives, Financial Analysis
Education
Stanford University 1969 — 1973
BA, Economics
Wells Fargo July 2012 - Present
Bank of America June 1987 - June 2012
Skills
Portfolio Management, Capital Markets, Risk Management, Investments, Financial Risk, Financial Modeling, Corporate Finance, Valuation, Derivatives, Financial Analysis
Education
Stanford University 1969 — 1973
BA, Economics
David Straut's Wells Fargo Experience September 2009 - August 2011
Job Commercial Banking Manager
Industry Banking
Experience
Wells Fargo Bank, Commercial Banking Division September 2011 - Present
Wells Fargo September 2009 - August 2011
Wachovia Corporate and Investment Bank August 1994 - August 2009
Skills
Commercial Lending, Banking, Corporate Finance, Middle Market, Commercial Banking, Loans, Credit Analysis, Debt, Structuring, Financial Markets, Cash Flow, Sales Management, Negotiation, Team Building, Series 7, Budgeting, Financial Structuring, Investment Banking, Private Banking, Mortgage Lending, Consumer Lending, Capital Markets, Commercial Mortgages, Credit, Cash Management, Budgets, Finance, Loan Origination, Management, Financial Analysis, Underwriting, Treasury Management, Mergers & Acquisitions, Portfolio Management, Relationship Management, Lines Of Credit, Credit Risk, Investments, Wealth Management, Risk Management, Asset Based Lending, Small Business Lending, Financial Risk, Structured Finance, Retail Banking, Financial Services
Education
University of Pennsylvania - The Wharton School 1980 — 1982
masters of Business Administration, Finance
Stanford University 1974 — 1978
Bachelor of Arts, Human Biology
Wells Fargo Bank, Commercial Banking Division September 2011 - Present
Wells Fargo September 2009 - August 2011
Wachovia Corporate and Investment Bank August 1994 - August 2009
Skills
Commercial Lending, Banking, Corporate Finance, Middle Market, Commercial Banking, Loans, Credit Analysis, Debt, Structuring, Financial Markets, Cash Flow, Sales Management, Negotiation, Team Building, Series 7, Budgeting, Financial Structuring, Investment Banking, Private Banking, Mortgage Lending, Consumer Lending, Capital Markets, Commercial Mortgages, Credit, Cash Management, Budgets, Finance, Loan Origination, Management, Financial Analysis, Underwriting, Treasury Management, Mergers & Acquisitions, Portfolio Management, Relationship Management, Lines Of Credit, Credit Risk, Investments, Wealth Management, Risk Management, Asset Based Lending, Small Business Lending, Financial Risk, Structured Finance, Retail Banking, Financial Services
Education
University of Pennsylvania - The Wharton School 1980 — 1982
masters of Business Administration, Finance
Stanford University 1974 — 1978
Bachelor of Arts, Human Biology
Kathy Derby's Wells Fargo Experience May 1992 - September 1996
Job Retired
Industry Information Technology and Services
Experience
My Time is My Own December 2010 - January 2011
Bank of America May 1996 - December 2010
Bank of America September 1996 - February 2000
Wells Fargo May 1992 - September 1996
Stanford University - Academic Information Resources December 1985 - September 1991
Fireman's Fund Insurance Companies February 1979 - December 1985
Skills
Management, IT Strategy, Integration, Strategy, Business Process, Technical Support, Strategic Partnerships, Analysis, IT Management, Mergers & Acquisitions, ERP, Team Leadership, Business Process..., Change Management, Program Management, Management Consulting, Project Portfolio..., Project Management, Vendor Management, Process Improvement, Cross-functional Team..., Requirements Analysis, Enterprise Architecture, Enterprise Software
Education
Stanford University 1985 — 1991
None, Adult Continuing Education
My Time is My Own December 2010 - January 2011
Bank of America May 1996 - December 2010
Bank of America September 1996 - February 2000
Wells Fargo May 1992 - September 1996
Stanford University - Academic Information Resources December 1985 - September 1991
Fireman's Fund Insurance Companies February 1979 - December 1985
Skills
Management, IT Strategy, Integration, Strategy, Business Process, Technical Support, Strategic Partnerships, Analysis, IT Management, Mergers & Acquisitions, ERP, Team Leadership, Business Process..., Change Management, Program Management, Management Consulting, Project Portfolio..., Project Management, Vendor Management, Process Improvement, Cross-functional Team..., Requirements Analysis, Enterprise Architecture, Enterprise Software
Education
Stanford University 1985 — 1991
None, Adult Continuing Education
Vincent Wibowo's Wells Fargo Experience October 2012 - May 2014
Job VP, Outbound Channel Optimization Consultant at Wells Fargo
Industry Banking
Experience
M Squared Consulting November 2014 - Present
Vincent Wibowo, LLC (Real Estate Consulting & Property Management) January 2013 - Present
Various October 2014 - Present
Wells Fargo October 2012 - May 2014
Wells Fargo March 2012 - October 2012
Wells Fargo December 2010 - March 2012
Wells Fargo April 2004 - December 2010
Wells Fargo August 2002 - April 2004
Providian Financial January 2001 - August 2002
Skills
Analytics, Direct Marketing, Digital Marketing, Email Marketing, Segmentation, Predictive Modeling, Campaigns, CRM, Database Marketing, Management, Marketing, Operational Risk, Integrated Marketing, Business Intelligence, Competitive Analysis, Data Analysis, Program Management, Business Analysis, Business Objects, Business Process..., Business Strategy, Campaign Management, Consulting, Customer Acquisition..., Customer Experience, Customer Retention, Financial Services, Lead Generation, Leadership, Marketing strategy, Microsoft Office, Multi-channel Marketing, Online Marketing, Product Marketing, Project Management, Relationship Management, SAS, SQL, Strategic Partnerships, Tableau, Real Estate, Property Management, Culinary Skills
Education
Stanford University
M.S., Management Science and Engineering
University of Minnesota-Twin Cities
B.S., Chemical Engineering
San Francisco Cooking School 2014 — 2014
Certificate, Culinary Arts and Related Services
M Squared Consulting November 2014 - Present
Vincent Wibowo, LLC (Real Estate Consulting & Property Management) January 2013 - Present
Various October 2014 - Present
Wells Fargo October 2012 - May 2014
Wells Fargo March 2012 - October 2012
Wells Fargo December 2010 - March 2012
Wells Fargo April 2004 - December 2010
Wells Fargo August 2002 - April 2004
Providian Financial January 2001 - August 2002
Skills
Analytics, Direct Marketing, Digital Marketing, Email Marketing, Segmentation, Predictive Modeling, Campaigns, CRM, Database Marketing, Management, Marketing, Operational Risk, Integrated Marketing, Business Intelligence, Competitive Analysis, Data Analysis, Program Management, Business Analysis, Business Objects, Business Process..., Business Strategy, Campaign Management, Consulting, Customer Acquisition..., Customer Experience, Customer Retention, Financial Services, Lead Generation, Leadership, Marketing strategy, Microsoft Office, Multi-channel Marketing, Online Marketing, Product Marketing, Project Management, Relationship Management, SAS, SQL, Strategic Partnerships, Tableau, Real Estate, Property Management, Culinary Skills
Education
Stanford University
M.S., Management Science and Engineering
University of Minnesota-Twin Cities
B.S., Chemical Engineering
San Francisco Cooking School 2014 — 2014
Certificate, Culinary Arts and Related Services
Randolph E Smith's Wells Fargo Experience June 1987 - November 1991
Job Chief Financial Officer at PromaxBDA
Industry Executive Office
Experience
PromaxBDA December 2006 - Present
Hill and Associates November 2005 - December 2006
ExhibitQ August 2002 - August 2006
Los Angeles Chamber Orchestra December 1998 - May 2002
Home Savings of America November 1991 - June 1997
Wells Fargo June 1987 - November 1991
Homestead Financial Corporation January 1984 - September 1985
Education
University of California, Los Angeles - The Anderson School of Management 1985 — 1987
Master of Business Administration (MBA), Finance and Marketing
Stanford University 1978 — 1982
Bachelor's degree, Economics and Political Science, Public Policy Concentration
PromaxBDA December 2006 - Present
Hill and Associates November 2005 - December 2006
ExhibitQ August 2002 - August 2006
Los Angeles Chamber Orchestra December 1998 - May 2002
Home Savings of America November 1991 - June 1997
Wells Fargo June 1987 - November 1991
Homestead Financial Corporation January 1984 - September 1985
Education
University of California, Los Angeles - The Anderson School of Management 1985 — 1987
Master of Business Administration (MBA), Finance and Marketing
Stanford University 1978 — 1982
Bachelor's degree, Economics and Political Science, Public Policy Concentration
Geoffrey Keith's Wells Fargo Experience January 2012 - Present
Job Managing Director at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo January 2012 - Present
Diamond Notch Asset Mgmt May 2008 - February 2012
Parabolic Partners March 2005 - February 2008
Merrill Lynch July 1995 - February 2005
Skills
Equity Derivatives, Hedge Funds, Equities, Convertible Bonds, Trading, Securities, Financial Structuring, Proprietary Trading, Fixed Income, Derivatives, Options, Capital Markets, Alternative Investments, Structured Products, Bloomberg, Trading Systems, Credit Derivatives, Series 7, Financial Markets, Asset Managment, Equity Trading, Portfolio Management, Finance, Hedging, Bonds, Asset Management
Education
Stanford University 1986 — 1987
MS, Management Science and Engineering
Stanford University 1982 — 1986
BS, Mathematics
Wells Fargo January 2012 - Present
Diamond Notch Asset Mgmt May 2008 - February 2012
Parabolic Partners March 2005 - February 2008
Merrill Lynch July 1995 - February 2005
Skills
Equity Derivatives, Hedge Funds, Equities, Convertible Bonds, Trading, Securities, Financial Structuring, Proprietary Trading, Fixed Income, Derivatives, Options, Capital Markets, Alternative Investments, Structured Products, Bloomberg, Trading Systems, Credit Derivatives, Series 7, Financial Markets, Asset Managment, Equity Trading, Portfolio Management, Finance, Hedging, Bonds, Asset Management
Education
Stanford University 1986 — 1987
MS, Management Science and Engineering
Stanford University 1982 — 1986
BS, Mathematics
Rowena Hale's Wells Fargo Experience 2010 - Present
Job Treasury Management Sales at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2010 - Present
Wells Fargo 2006 - 2010
Wells Fargo 1999 - 2006
Wells Fargo 1996 - 1999
Wells Fargo 1995 - 1996
Wells Fargo 1993 - 1995
Wells Fargo 1991 - 1992
Wells Fargo 1990 - 1991
Skills
Portfolio Management, Treasury Management, Risk Management, Customer-focused Service, Commercial Banking, Commercial Lending, Loans, Financial Analysis, Banking, Due Diligence, Mortgage Lending, Investments, Finance, Real Estate, Asset Management
Education
University of Phoenix 2003 — 2004
Master of Business Administration (MBA), Accounting and Business/Management
St. Scholastica's College Manila 1978 — 1983
Bachelor of Science (BS), Marketing
St. Scholastica's College Manila 1978 — 1983
Bachelor of Arts (B.A.), Communication and Media Studies
Wells Fargo 2010 - Present
Wells Fargo 2006 - 2010
Wells Fargo 1999 - 2006
Wells Fargo 1996 - 1999
Wells Fargo 1995 - 1996
Wells Fargo 1993 - 1995
Wells Fargo 1991 - 1992
Wells Fargo 1990 - 1991
Skills
Portfolio Management, Treasury Management, Risk Management, Customer-focused Service, Commercial Banking, Commercial Lending, Loans, Financial Analysis, Banking, Due Diligence, Mortgage Lending, Investments, Finance, Real Estate, Asset Management
Education
University of Phoenix 2003 — 2004
Master of Business Administration (MBA), Accounting and Business/Management
St. Scholastica's College Manila 1978 — 1983
Bachelor of Science (BS), Marketing
St. Scholastica's College Manila 1978 — 1983
Bachelor of Arts (B.A.), Communication and Media Studies
Dennis Tsyba's Wells Fargo Experience January 2015 - Present
Job Bond Analytics, Reverse Engineering III Corporate Trust at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
DT Trading Systems LLC December 2008 - May 2015
... November 2007 - November 2008
Lehman Brothers 2000 - 2007
Education
Stanford University 1995 — 2000
BA, Economics
Wells Fargo January 2015 - Present
DT Trading Systems LLC December 2008 - May 2015
... November 2007 - November 2008
Lehman Brothers 2000 - 2007
Education
Stanford University 1995 — 2000
BA, Economics
Lauren Travis's Wells Fargo Experience March 2010 - December 2013
Job Enterprise Talent Development Strategy
Industry Human Resources
Experience
Wells Fargo March 2010 - December 2013
Wells Fargo Bank May 2007 - March 2010
InsideTrack 2005 - 2007
Skills
Coaching, Professional..., Talent Management, Innovation, Program Management, Human Resources
Education
University of San Francisco - School of Management
MBA
Stanford University
BA
Wells Fargo March 2010 - December 2013
Wells Fargo Bank May 2007 - March 2010
InsideTrack 2005 - 2007
Skills
Coaching, Professional..., Talent Management, Innovation, Program Management, Human Resources
Education
University of San Francisco - School of Management
MBA
Stanford University
BA
Nanette McCranie's Wells Fargo Experience November 2014 - Present
Job Operational Risk and Compliance Consultant, Wells Fargo
Industry Banking
Experience
Wells Fargo November 2014 - Present
Bank of America April 2013 - November 2014
Bank of America September 2009 - April 2013
Bank of America 2007 - 2009
FBI 2004 - 2007
FBI 1984 - 2004
Skills
Risk Management..., Risk Governance, Risk Assessment, Program Management, Legal Research, Build Strong Teams, Security Intelligence, Physical Security, Intelligence Collection, Intelligence Analysis, Intelligence Operations, Intelligence, Operational Risk..., Risk Management, Leadership, Analysis, Banking, Business Continuity, Capital Markets, Certified Fraud Examiner, Corporate Security, Credit Risk, Crisis Management, Enforcement, Enterprise Risk..., Financial Risk, Fraud, Governance, Investigation, Management, Operational Risk, Policy, Protection, Retail Banking
Education
St. Thomas University 1998 — 2000
Bachelor of Arts (B.A.), Organizational Leadership/Buisness
Wells Fargo November 2014 - Present
Bank of America April 2013 - November 2014
Bank of America September 2009 - April 2013
Bank of America 2007 - 2009
FBI 2004 - 2007
FBI 1984 - 2004
Skills
Risk Management..., Risk Governance, Risk Assessment, Program Management, Legal Research, Build Strong Teams, Security Intelligence, Physical Security, Intelligence Collection, Intelligence Analysis, Intelligence Operations, Intelligence, Operational Risk..., Risk Management, Leadership, Analysis, Banking, Business Continuity, Capital Markets, Certified Fraud Examiner, Corporate Security, Credit Risk, Crisis Management, Enforcement, Enterprise Risk..., Financial Risk, Fraud, Governance, Investigation, Management, Operational Risk, Policy, Protection, Retail Banking
Education
St. Thomas University 1998 — 2000
Bachelor of Arts (B.A.), Organizational Leadership/Buisness
Tania Suarez's Wells Fargo Experience January 2010 - Present
Job Financial Services Professional
Industry Banking
Experience
Wells Fargo January 2010 - Present
Wachovia, A Wells Fargo Company July 1998 - December 2009
First Union National Bank January 1994 - December 1997
Skills
Banking
Education
Hialeah Miami Lakes High School 1977 — 1980
St. Thomas University
Wells Fargo January 2010 - Present
Wachovia, A Wells Fargo Company July 1998 - December 2009
First Union National Bank January 1994 - December 1997
Skills
Banking
Education
Hialeah Miami Lakes High School 1977 — 1980
St. Thomas University
Annie Shao's Wells Fargo Experience October 2014 - Present
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2014 - Present
Bank of America March 2010 - September 2014
Stanford University 2009 - 2010
Bank of China International July 2008 - September 2008
CITIC Securities August 2007 - September 2007
Skills
SAS, SQL, R, Matlab, Microsoft Excel, Teradata, Time Series Analysis, Linear Regression, Financial Economics, Quantile Regression, Nonlinear Regression, Discrete Choice Models, Basel II, Stress Testing, Economic Capital, Regulatory Capital, Risk Modeling, Credit Risk, Analytics, Risk Management, Portfolio Management, Quantitative Finance, Statistical Modeling, Quantitative Analytics, Monte Carlo Simulation
Education
Stanford University 2007 — 2009
Master of Science (MS), Management Science & Engineering
Zhejiang University 2002 — 2006
Bachelor of Science (BS), Biomedical Engineering
Wells Fargo October 2014 - Present
Bank of America March 2010 - September 2014
Stanford University 2009 - 2010
Bank of China International July 2008 - September 2008
CITIC Securities August 2007 - September 2007
Skills
SAS, SQL, R, Matlab, Microsoft Excel, Teradata, Time Series Analysis, Linear Regression, Financial Economics, Quantile Regression, Nonlinear Regression, Discrete Choice Models, Basel II, Stress Testing, Economic Capital, Regulatory Capital, Risk Modeling, Credit Risk, Analytics, Risk Management, Portfolio Management, Quantitative Finance, Statistical Modeling, Quantitative Analytics, Monte Carlo Simulation
Education
Stanford University 2007 — 2009
Master of Science (MS), Management Science & Engineering
Zhejiang University 2002 — 2006
Bachelor of Science (BS), Biomedical Engineering
Vinita Natrajan's Wells Fargo Experience November 2007 - Present
Job at
Industry Financial Services
Experience
Infinity Insurance December 2013 - Present
Wells Fargo November 2007 - Present
Skills
Consumer Lending, Credit, Credit Analysis, Loans, Mortgage Lending
Education
Fatima High School
St. Xavier's College
Bachelor's degree
Infinity Insurance December 2013 - Present
Wells Fargo November 2007 - Present
Skills
Consumer Lending, Credit, Credit Analysis, Loans, Mortgage Lending
Education
Fatima High School
St. Xavier's College
Bachelor's degree
Betty Heian's Wells Fargo Experience February 2003 - March 2011
Job PSIA level 2 alpine instructor Northstar California
Industry Sports
Experience
Northstar California (Vail Resorts) November 1989 - Present
Self-employed 2011 - Present
Wells Fargo February 2003 - March 2011
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Strategic Financial..., Banking, Variance Analysis, Analysis
Education
University of California, Berkeley 1968 — 1975
Doctor of Philosophy (Ph.D.), Economics
Stanford University 1962 — 1966
Bachelor of Arts (B.A.), Economics
Northstar California (Vail Resorts) November 1989 - Present
Self-employed 2011 - Present
Wells Fargo February 2003 - March 2011
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Strategic Financial..., Banking, Variance Analysis, Analysis
Education
University of California, Berkeley 1968 — 1975
Doctor of Philosophy (Ph.D.), Economics
Stanford University 1962 — 1966
Bachelor of Arts (B.A.), Economics
Bryan Fitzpatrick's Wells Fargo Experience May 2004 - June 2007
Job Director Reverse Mortgage Division at US Mortgage Corporation
Industry Financial Services
Experience
US Mortgage Corporation August 2014 - Present
Bank of America June 2007 - April 2014
Wells Fargo May 2004 - June 2007
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, Residential Mortgages, Refinance, FHA, Credit Analysis, Banking, Loan Origination, VA Loans, FHA Financing
Education
St. Thomas Aquinas College 1986 — 1991
Marketing
Pascack Valley High school 1982 — 1986
US Mortgage Corporation August 2014 - Present
Bank of America June 2007 - April 2014
Wells Fargo May 2004 - June 2007
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, Residential Mortgages, Refinance, FHA, Credit Analysis, Banking, Loan Origination, VA Loans, FHA Financing
Education
St. Thomas Aquinas College 1986 — 1991
Marketing
Pascack Valley High school 1982 — 1986
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank