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
Stephens Friedland LLP May 2015 - Present
Korean Community Services February 2014 - Present
MKC Law Group January 2014 - May 2015
Elite Educational Institute January 2009 - August 2014
Public Law Center February 2014 - February 2014
Legal Aid Society of Orange County January 2014 - January 2014
TRES V Lifestyles, Inc. January 2009 - January 2013
Nordstrom June 2012 - December 2012
BFG Communications 2006 - 2007
Wells Fargo 2005 - 2006
Skills
Public Speaking, Sales, Entrepreneurship, Social Media Marketing, Marketing, Customer Service, Microsoft Word, Public Relations, Legal Research, Marketing Strategy, PowerPoint, Product Marketing, Immigration Law, Student Affairs, Legal Writing, Web Design, Sales Management, New Business Development, Email Marketing, International Sales, Direct Sales, Sales Management..., Solution Selling, Selling Skills, Problem Solving, Westlaw, LexisNexis, Automotive Design, Problem Management, Innovation, Hiring Employees, Personal Branding, Corporate Law, Trials, Contract Negotiation, Litigation, Education, Corporate Branding, Brand Management, Customer Satisfaction, Customer Retention, Road Traffic Law, Lexis, Contract Law, Document Review
Education
Dale E. Fowler School of Law at Chapman University 2013 — 2016
Juris Doctor (J.D.)
University of California, Irvine
Bachelor's degree, Sociology
University of California, Irvine 2008 — 2009
Certificate in Business, Economy, and Society
University of California, Irvine 2007 — 2008
Certificate in Planning and Human Services
Army and Navy Academy
High School Diploma
Troy High School
LPL Financial October 2014 - Present
LPL Financial June 2014 - September 2014
LPL Financial September 2013 - April 2014
MCT Trading January 2013 - July 2013
Wells Fargo February 2012 - January 2013
Skills
Business Analysis, Financial Analysis, Project Management, Microsoft Excel, Data Analysis, VBA, Time Management, Risk Management, Customer Service, Banking, Credit, Mortgage Lending, Sales, SharePoint, Oracle, Optimal Blue, PC Lender, Encompass, Calyx Point, Mortech, Secondary Mortgage...
Education
University of California, Davis 2007 — 2011
Bachelor of Arts (B.A.), Economics
Wells Fargo September 2014 - Present
First Republic Bank October 2013 - April 2014
National Asian American Coalition 2013 - 2013
Skills
Legal Research, Westlaw, Mediation, Litigation, Legal Writing, Civil Litigation, Research, Legal Assistance, Intellectual Property, Legal Issues, Corporate Law
Education
University of California, Hastings College of the Law 2009 — 2012
Doctor of Law (JD)
UCI 2001 — 2005
Bachelor's degree, History
UCI Experimental Social Science Laboratory January 2014 - Present
Wells Fargo June 2015 - August 2015
The Economics Society at UCI June 2014 - June 2015
UC Irvine Economics Department April 2014 - June 2015
Wells Fargo Home Mortgage June 2014 - August 2014
The Economics Society at UCI May 2013 - June 2014
UCI Social Science Academic Resource Center May 2013 - June 2014
Starbucks May 2013 - November 2013
UCI Summer Session January 2013 - August 2013
The Economics Society at UCI February 2013 - May 2013
Skills
Public Speaking, Accounting, Auditing, Qualitative Research, Teamwork, Research, Recruiting, Analytics, Microsoft Office, Data Analysis, Sales, Social Networking, Operational Due..., Leadership, Graphic Design, Resume Writing, Large-scale Data..., Management, Microsoft Excel, Event Planning, Event Management, Customer Service, Tagalog, Social Media Marketing, Marketing, Public Relations, Meticulous eye for..., Time Management, Microsoft Word, PowerPoint, Cpr Certified, Facebook
Education
University of California, Irvine 2011 — 2015
Bachelor of Arts (B.A.), Business Economics major, Political Science major
Miriam College High School 2007 — 2011
Wells Fargo Advisors, LLC September 2013 - Present
Wells Fargo August 2012 - September 2013
NJW LAW, APC August 2011 - August 2012
Education
University of California, Irvine 2011 — 2011
Paralegal Certificate
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts, English, Spanish
Farmers Insurance September 2015 - Present
Stanford University June 2015 - August 2015
Farmers Insurance May 2014 - May 2015
Bristol West Insurance Group October 2012 - April 2014
Farmers Insurance October 2011 - October 2012
Wells Fargo October 2010 - October 2011
Skills
Insurance, Liability, Finance, Retail Banking, Claims Handling, Multi Tasking, Bilingual, Negotiation, Selling, Personal Injury, Liability Analysis, Customer Service, Access, Claims Management, Sales
Education
University of California, Davis 2008 — 2010
Wells Fargo March 2011 - Present
Wells Fargo April 2009 - March 2011
Wells Fargo July 2007 - March 2009
Bank of America January 2006 - December 2006
Ameriquest Mortgage Company January 2004 - September 2005
Skills
Analytics, Financial Modeling, Investments, Loans, Financial Analysis, Mortgage Lending, Portfolio Management, Requirements Gathering, Business Intelligence, Credit, Business Analysis, Banking, Data Analysis, Equities, Valuation, Fixed Income, Analysis, Finance, Risk Management, Credit Analysis, Loan Origination
Education
University of California, Davis
Wells Fargo March 2013 - Present
San Francisco Chinese Chamber of Commerce January 1999 - Present
Wells Fargo February 2012 - March 2013
Wells Fargo Bank May 2011 - January 2012
Skills
Management, Customer Service, Community Outreach, Leadership, Banking, Strategic Financial..., Microsoft Excel, Microsoft Office, Outlook, Sales, PowerPoint, Microsoft Word, Team Building, Coaching, Teamwork, Event Planning, Risk Management, English, Loans, Consumer Lending, Credit, Windows, Data Analysis, Customer Satisfaction
Education
University of California, Davis 2003 — 2008
Bachelor of Arts, Economics and International Relations
LG Electronics October 2015 - Present
SanDisk October 2012 - September 2015
Maxim Integrated Products June 2010 - October 2012
Samsung August 2007 - June 2010
Wells Fargo January 2007 - March 2007
Skills
SAP, SAP BI, SAP ERP, Relationship Management, Microsoft Excel, Account Management, Project Management, Cross-functional Team..., Semiconductors, Product Management, Business Analysis, Business Development, Business Strategy, Channel, Channel Partners, Competitive Analysis, Consumer Electronics, Contract Negotiation, Data Analysis, Demand Planning, Electronics, Financial Analysis, Financial Modeling, Forecasting, Global Business..., Go-to-market Strategy, IC, Inventory Management, Leadership, Program Management, Sales, Sales Management, Sales Operations, Semiconductor Industry, Start-ups, Supply Chain Management, Operations Management, Process Improvement, Supply Management, Marketing Strategy, Negotiation, Manufacturing, Strategic Partnerships, Management, Pricing, Mobile Devices, Wireless, Strategy, Vendor Management, Market Research
Education
University of California, Davis 2002 — 2006
Wells Fargo September 2013 - Present
Wells Fargo July 2012 - September 2013
Skills
Foreign Languages, Advanced Computer..., Maintaining Strong..., Internal Communications, Analytical Skills, Conflict Resolution, Proactive self-starter, Customer Service, Banking, Finance, Data Analysis
Education
UC Davis 2010 — 2012
Bachelor of Arts (B.A.), International Relations and Affairs, Economic Development, Minor in Communications
Wells Fargo Securities September 2011 - Present
Wells Fargo June 2008 - September 2011
Wells Fargo Bank July 2006 - June 2008
Skills
Accounting, Finance, Financial Analysis, Risk Management, Financial Modeling, Banking, Financial Reporting, Strategic Financial...
Education
University of California, Davis
B.A.
Wells Fargo February 2015 - Present
Google June 2014 - February 2015
Teachscape January 2014 - May 2014
Digitlink Media, LLC. January 2013 - January 2014
UC Davis Graduate School of Management September 2013 - December 2013
UC Davis NPB Dept. March 2010 - August 2013
Rite Aid Pharmacy March 2013 - May 2013
Morgan Stanley Wealth Management August 2012 - November 2012
UC Davis Medical Center April 2009 - April 2010
CVS Caremark Corporation March 2009 - June 2009
Skills
Training, PowerPoint, Public Speaking, Analysis, Troubleshooting, Testing, Research, Product Development, Event Planning, Teamwork, Customer Service
Education
University of California, Davis 2009 — 2013
Bachelor of Science (B.S.), Biological Sciences (Neurobiology, Physiology & Behavior) with minor in Technology Management
Monte Vista High School 2007 — 2009
Wells Fargo July 2012 - Present
Skills
Fixed Income, Financial Modeling, VBA, Bonds, Trading, Quantitative Analytics, Fixed Income Trading, SQL, Access, Microsoft Excel, C#, R, Creative Problem Solving, CFA, Quantitative Analysis, T-SQL, VB.NET, Visual Studio, QRM
Education
University of California, Irvine 2002 — 2006
BA, Economics
Wells Fargo July 2014 - Present
Freddie Mac July 2012 - July 2014
UC Davis September 2007 - June 2012
Skills
Experience in ...
Education
University of California, Davis 2007 — 2012
Ph.D., Statistics
University of California, Davis 2008 — 2010
M.S., Agricutural & Resource Economics
Zhejiang University 2003 — 2007
B.S., Statistics/Mathematics
Wells Fargo February 2013 - Present
Northwestern Mutual March 2012 - February 2013
Union Bank June 2010 - April 2012
Citibank 2006 - 2010
Wells Fargo Bank 2004 - 2006
CUTCO Cutlery 1999 - 2001
Skills
Strategic Planning, Relationship Management, Series 6, Series 63, Small Business Lending, Consumer Lending, SBA, Cash Management, Life Insurance, Strategic Financial..., Finance, Loan Origination, Risk Management, Due Diligence, Coaching, Series 7, Team Leadership
Education
University of California, Davis 1999 — 2002
BA, Psychology
California Sate University of Fresno
Wells Fargo May 2013 - Present
Wells Fargo Bank July 2005 - May 2013
Wells Fargo June 2004 - July 2005
Wells Fargo May 2001 - June 2004
Wells Fargo December 1998 - May 2001
Skills
Data Analysis, Process Improvement, Business Requirements, Microsoft SQL Server
Education
University of Phoenix 2012 — 2014
Bachelor of Science (BS), Information Technology
University of California, Davis 1995 — 2000
Wells Fargo August 2015 - Present
Subway August 2012 - August 2014
UCI Tennis Club January 2012 - January 2013
Skills
Teamwork, English, Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Customer Service, Social Media, Data Entry, Social Networking
Education
University of California, Irvine 2010 — 2015
Bachelor of Science (BS), Applied Mathematics
State Street February 2005 - Present
Wells Fargo June 2002 - February 2005
Scottrade December 2001 - July 2002
Skills
Fixed Income, Equities, Mutual Funds, Bloomberg, Banking, Derivatives, Portfolio Management, Securities, Financial Analysis, Risk Management, Investments, Financial Services
Education
University of California, Davis 1998 — 2002
Bachelor of Arts (B.A.), Economics
Wells Fargo June 2015 - Present
Wells Fargo June 2014 - August 2014
Morgan Stanley April 2014 - June 2014
Pi Kappa Alpha Theta Omega Chapter September 2012 - January 2014
Haas School of Business June 2013 - September 2013
Nordstrom May 2012 - September 2012
UC Davis February 2012 - April 2012
Haagen-Dazs May 2011 - September 2011
Pleasant Hill Recreation and Park District June 2007 - August 2011
LMYA Sports September 2006 - August 2010
Skills
Marketing, Treasurer - Pi Kappa..., Sales, Management, Volunteering, Data Analysis, Eagle Scout, Community Outreach, Customer Service, Research, Brotherhood Chair - Pi..., Budgets, Acalanes Yearbook Head..., Financial Analysis, Finance, Time Management
Education
University of California, Davis 2011 — 2015
BS, Mangerial Economics
[HomeStreet] Bank August 2014 - Present
Banc Home Loans December 2010 - July 2014
Wells Fargo 2007 - 2010
Citi Home Equity 2004 - 2007
JPMorgan Chase 2002 - 2004
First Nationwide Mortgage 1996 - 2002
Commerce Security Bank 1990 - 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Mortgage Underwriting, Operations Management, Loans, VA loans, FHA, Referrals, FHA financing, USDA, Mortgage Banking, Loan Origination, Refinance, Residential Mortgages, Government Loans, Certified Mortgage..., Reverse Mortgages, Credit, Real Estate Financing, FHA Financing, VA Loans
Education
UC Davis
B.S., Psychology
Citi September 2013 - Present
Wells Capital Management 2010 - 2012
Wells Fargo June 2007 - June 2010
Skills
Portfolio Management, High Yield Bonds, Portfolio Performance..., Trading, Internal Audit, Risk Assessment, Reporting & Analysis, Issue Resolution, Banking, Bloomberg, Bonds, Valuation, Investment Management, Hedge Funds, Fixed Income, Financial Services, Financial Risk, Management, Risk Management
Education
UC Davis 2002 — 2006
Bachelor of Arts (B.A.), Economics
Ooyala March 2015 - Present
Wells Fargo August 2014 - January 2015
Starbucks September 2013 - June 2014
Student Fashion Association August 2013 - June 2014
International House Davis April 2013 - June 2013
Sodexo 2011 - 2013
Skills
Customer Service, Fashion, Fundraising, Marketing, Leadership, Time Management, Social Media, Photoshop, Public Speaking, Microsoft Office, Event Planning, PowerPoint, Microsoft Excel, Microsoft Word
Education
University of California, Davis 2010 — 2014
Bachelor of Science (BS), Major in Managerial Economics & Minor in Textiles and Clothing, 3.2
Swift Education Systems December 2013 - Present
Captain Vineyards, LLC 2005 - Present
International Vines, Inc. May 2012 - June 2013
Woodland Joint Unified School District: Prairie Elementary School October 2009 - November 2011
Wells Fargo February 2007 - November 2008
Skills
Social Media, Marketing Strategy, International Relations, Public Relations, Social Media Marketing, Event Management, Market Research, Marketing Communications, Public Speaking, Event Planning, Marketing, Social Networking, Facebook, Brand Development
Education
University of California, Davis 2008 — 2011
Political Science, Public Relations and Management
Miramonte High School
Wells Fargo September 2014 - Present
Wells Fargo November 2011 - September 2014
Wells Fargo February 2008 - November 2011
Wells Fargo May 2007 - February 2008
Wells Fargo April 2005 - May 2007
Wells Fargo Bank June 2006 - August 2006
Skills
Policy, Job Analysis, Performance Appraisal, Performance Management, OFCCP, EEOC, Validation, Career Development, Stakeholder Engagement, Business Process..., Gap Analysis, Human Capital, Interviews, Situational Leadership, Change Management, Job Descriptions, Interviewing, Human Capital Strategy, Compliance Management, Stakeholder Relations, Partner Relationships, Recruitment/Retention, Diversity Strategy, Career Development..., HR Consulting, Consulting, Management Consulting, Coaching, Recruiting, Vendor Management, Leadership, Career Counseling, Management, Hiring, Onboarding, Applicant Tracking..., Talent Management, Temporary Placement, Project Management, Organizational..., Organizational..., PeopleSoft, Organizational Design, Behavioral Interviewing, Diversity, Staffing Services, Screening Resumes, HR Policies, Resume Writing, Talent Acquisition
Education
The Chicago School - Southern California - Downtown L.A. Campus 2008 — 2010
M.A., Industrial/Organizational Psychology with Specialization in Diversity Management
University of California, Irvine 2004 — 2006
B.A., Cognitive Psychology with Honors, German Studies
Silicon Valley Bank, SVB Financial Group July 2013 - Present
Wells Fargo Bank May 2012 - June 2013
Wells Fargo 2005 - April 2012
Skills
Credit, Loans, Small Business Lending, Wealth Management, Underwriting, Investments, Consumer Lending, Commercial Lending, Banking, Financial Analysis, Credit Analysis, Commercial Banking, Mortgage Lending, Portfolio Management, Sales, Loan Origination, Asset Managment, Lines Of Credit, Cash Management, Treasury Management, Relationship Management, Finance, Commercial Mortgages, Financial Services, Credit Risk, Retail Banking, Merchant Services, Private Banking, Cross Selling, Deposits, Refinance, Strategic Financial..., Banking Relationships
Education
University of California, Davis 2007 — 2010
Bachelor's Degree, Economics
Geyserville High
Wells Fargo April 2015 - Present
Fitzgerald Law Offices February 2015 - April 2015
Leslie O'Callaghan August 2014 - April 2015
EHM Legal August 2013 - July 2014
Law Offices of Lyle C. Cavin, Jr. June 2012 - August 2012
Gibson Robb & Lindh January 2012 - August 2012
YKVN June 2011 - August 2011
Law Office October 2009 - August 2010
Target June 2008 - August 2008
Academy of Art University June 2006 - September 2006
Skills
Research, Courts, Editing, Legal Research, Legal Writing, Legal Assistance, Trials, Mediation, Motions, Interviews, Commercial Litigation, Lexis, Civil Litigation, Westlaw
Education
University of San Francisco School of Law 2010 — 2013
University of California, Davis 2005 — 2009
B.A., Psychology, Communications
Wells Fargo January 2015 - Present
Wells Fargo November 2012 - December 2014
Wells Fargo Bank September 2007 - November 2012
Skills
Credit Analysis, Strategic Planning, Banking, Credit, Loans, Financial Analysis, Underwriting, Commercial Lending, Commercial Banking, Portfolio Management
Education
University of California, Davis 1988 — 1992
Bachelor of Arts (B.A.), International Relations / Economics; Chinese Minor
Topcon Positioning Systems July 2007 - Present
Wells Fargo January 2004 - November 2005
Sony Electronics November 2001 - January 2004
AOL May 2000 - August 2001
Skills
Technical Writing, RoboHelp, Content Management, Adobe Acrobat, Software Documentation, Product Marketing, Marketing Communications, Microsoft Office, Product Management, Copywriting
Education
Foothill High School 1983 — 1987
UC Davis
Bachelor of Arts (BA), English Language and Literature, General
Bank of America February 2013 - Present
Bank of America September 2011 - February 2013
LegalZoom February 2011 - August 2011
DaVita September 2009 - February 2011
Wells Fargo October 2003 - February 2009
Skills
PowerPoint, Visio, SPSS, Access, SQL, Eviews, Microsoft Excel, Microsoft Word, Financial Modeling, Data Analysis, Financial Analysis, Analytics, Business Analysis, Forecasting, Data Mining, Project Management, Analysis, Finance, Statistics, Banking, Process Improvement, Marketing, Econometrics, Valuation, Risk Management, Portfolio Management, Economics, Bloomberg, VBA
Education
University of California, Irvine
BA, Economics & Political Science
Wells Fargo June 2013 - Present
Wells Fargo March 2012 - June 2013
Wells Fargo Capital Finance April 2010 - March 2011
Wells Fargo October 2007 - April 2010
Skills
Treasury Management, Commercial Banking, Accounts Receivable, Analysis, Credit Analysis, Financial Analysis, Cash Management, Accounting, SBA, Relationship Management, Treasury Services, Cash Flow, Finance, Investments, Loans, Microsoft Word
Education
University of California, Davis 2003 — 2007
BA, Economics, Communications
Walgreens August 2012 - Present
Wells Fargo June 2003 - June 2006
Skills
Microsoft Office, Microsoft Excel, Strategic Planning, Clinical Research, Biotechnology, PowerPoint, Microsoft Word, Programming Languages
Education
University of Southern California 2007 — 2011
Doctor of Pharmacy (PharmD), pharmacy
University of California, Davis 1998 — 2001
BS, Biology, General
De Anza Community College 1995 — 1998
Associate of Arts (AA), Liberal Arts
Wells Fargo February 2012 - Present
Mendo Lake Credit Union February 2011 - February 2012
Skills
Spanish-speaking, Loan Origination, New Account Acquisition, Sales Process, Presentations, Small Business
Education
University of California, Davis 2008 — 2010
Bachelor of Science (BS), Managerial Economics
Kaiser Permanente IT March 2012 - Present
Wells Fargo 2009 - 2012
Lyris Inc. 2007 - 2009
Assertive Solutions (Formerly Horn Murdock Cole) 2007 - 2007
UTStarcom 2003 - 2006
Wind River 1998 - 2003
Novartis 1994 - 1998
Siemens Medical Solutions 1987 - 1993
Skills
Product Development, PMO, Software Documentation, CRM, Program Management, Unix, Management, Data Center, Security, Enterprise Software, IT Management, Process Improvement, Requirements Analysis, Strategic Planning, ERP, Outsourcing, Training, Disaster Recovery, Quality Assurance, Budgets, SaaS, Professional Services, Vendor Management, Integration, Technical Support, IT Operations, Cloud Computing, Mergers, System Administration, Product Management, Architecture, Infrastructure, Mergers & Acquisitions, Agile Methodologies, Pre-sales, Leadership, Project Management, Business Process, Cross-functional Team..., Information Technology, SDLC, IT Strategy, Software Project..., Business Analysis, SharePoint, Enterprise Architecture, ITIL, PMP, Business Process..., Business Intelligence
Education
University of California, Irvine 1982 — 1986
BS, Information & Computer Science
Wells Fargo January 2013 - Present
Comerica Bank July 2007 - December 2012
Hammer Museum 2005 - 2007
Skills
Financial Analysis, Credit, Finance, Investments, Valuation, Relationship Management, Underwriting, Equities, Commercial Lending, Business Development, Entrepreneurship, Sales, Investment Management, Accounting, Financial Services, Commercial Loan..., Portfolio Management, Leveraged Finance, Credit Analysis, Cash Flow Lending, Banking, Commercial Banking, LBO, Middle Market, Recapitalizations, Corporate Finance, Loans, Financial Modeling, Mergers & Acquisitions
Education
University of California, Davis - Graduate School of Management 2009 — 2012
MBA, Business, Finance, Entrepreneurship
University of California, Los Angeles 2004 — 2007
B.A., Business Economics, Accounting, Public Policy
Wells Fargo September 2013 - Present
Skills
Credit Analysis, Commercial Banking, Portfolio Management, Underwriting, Credit, Loans, Financial Analysis, Investments, Banking, Financial Modeling, Commercial Lending, Valuation
Education
University of California, Davis 1996 — 2000
Bachelor of Science
Wells Fargo 2009 - Present
Wachovia June 2002 - December 2007
Barclays Global Investors June 1993 - April 2002
Skills
Credit Risk, Credit Cards, Risk Management, SAS, Portfolio Management, Risk Analytics, Risk, Risk Analysis, SAS Programmer, Financial Analysis, Tarjetas de crédito, Gestión de Riesgos, Análisis Financiero, Programador SAS, Gestion des Risques, L'analyse des Risques, Analyse Financière, Cartes de Crédit, Analytics, Business Process..., Mortgage Lending, Financial Risk, Loans, Basel II, Finance
Education
University of California, Davis - Graduate School of Management 1997 — 1999
MBA, Finance & Economics
University of California, Davis 1989 — 1994
Bachelor of Arts (B.A.), Economics
Solidiphi Financial, LLC September 2014 - Present
Wells Fargo 2014 - Present
WyzAnt Tutoring January 2013 - Present
EminiStrategies September 2013 - April 2015
Paragon Subrogation Services, Inc. July 2012 - September 2012
Roxy Cleaners June 2007 - August 2012
Vector Marketing May 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Mathematics, Finance, Physics, Academic Tutoring, Peer Tutoring, Tutoring, Critical Thinking, Calculus, Customer Service, Applied Mathematics, Social Media, Social Networking, Sales, Mathematica, Economics, Statistics, Data Analysis
Education
University of California, Irvine 2013 — 2015
Bachelor of Science (BS), Mathematics (Finance Concentration)
University of California, Riverside 2011 — 2013
UC Irvine September 2014 - Present
UC Irvine July 2013 - August 2014
Wells Fargo October 2012 - June 2013
Reed Brothers Security June 2010 - September 2012
UC Davis Physics Dept. December 2011 - June 2012
UC Davis Activities and Recreation Center January 2010 - June 2012
Skills
Customer Service, Mathematica, Licensed Locksmith, Matlab, LabVIEW, Programing in C/C++, Welding, Metal Fabrication, COMSOL, Inventor, OSLO Optical Software, Event Planning, Microsoft Office, Community Outreach, Social Media, Leadership, Social Networking, Microsoft Word, Public Speaking
Education
University of California, Davis 2008 — 2012
Bachelor of Science (B.S.), Physics
University of California, Davis
BS Phyiscs
Trader Joe's August 2013 - Present
Pottery Barn January 2013 - September 2013
CSU Monterey Bay August 2010 - December 2012
Magic Circle Theatre December 2011 - December 2011
Salinas Valley Memorial Healthcare System June 2008 - December 2010
The Western Stage 2008 - 2009
ZGallerie August 2005 - December 2007
Wells Fargo January 2004 - December 2005
Skills
Camera Operation, Loans, Microsoft Office, Mailman, Mailroom, Cash Management, Retail Banking, Home Equity Loans, Home Equity Lines of..., Healthcare, Team Coordination, Singing, Recording, Commercials, Film Acting, Team Building, Acting, Dance, Theatre, Camera Operating
Education
California State University Monterey Bay 2010 — 2012
Bachelor's degree, Cinematic Arts & Technology
University of California, Davis 2000 — 2001
Psychology
Hartnell College 1997 — 1999
AA, General Education
Wells Fargo February 2015 - Present
Wells Fargo Home Mortgage April 2014 - January 2015
Aflac February 2013 - April 2014
Sugar Bowl Ski Resort November 2009 - May 2010
New Oriental Education & Technology Group (NYSE:EDU) May 2009 - September 2009
China Suppliers January 2009 - June 2009
Skills
Marketing Strategy, Marketing, Management, Training, Team Building, Analysis, Marketing Research, Sales Management, PowerPoint, Research, B2B, Market Research, Strategic Planning, Sales, Financial Analysis
Education
University of St. Thomas - Opus College of Business 2010 — 2012
MBA, Business
University of California, Irvine 2005 — 2009
Duel BA, Chinese History, Global Cultures
Wells Fargo August 2014 - Present
Kaiser Permanente January 2013 - August 2014
California Lighting Technology Center (CLTC) November 2011 - May 2012
Pacific Gas and Electric Company June 2011 - September 2011
UC Davis Energy Efficiency Center January 2011 - June 2011
Cliffwater LLC January 2008 - July 2010
PricewaterhouseCoopers LLP September 2005 - December 2007
Skills
Market Research, Analysis, Data Analysis, Energy Efficiency, Leadership, Finance, Financial Analysis, Project Management, Accounting, Start-ups, Entrepreneurship, Business Strategy, Budgets, Management, Auditing, Marketing Strategy, Portfolio Management, Quantitative Analytics, Tableau, Salesforce.com
Education
University of California, Davis - Graduate School of Management 2010 — 2012
MBA, General Management and Strategy
University of California, Los Angeles 2001 — 2005
BA, Business Economics
East West Bank May 2012 - Present
Wells Fargo December 2007 - April 2012
Downey Savings & Loan February 2007 - November 2007
Washington Mutual May 2004 - February 2007
Skills
Disaster Recovery, Business Continuity, Requirements Analysis, Risk, Testing, Project Management, Risk Management, BC/DR, Program Management, Management, Financial Risk, Process Improvement, Business Process, Business Continuity..., Change Management, SDLC
Education
University of California, Irvine 2000 — 2004
B.S., Computer Science
Kaiser Permanente July 2014 - Present
Wells Fargo September 2012 - March 2014
State Street Bank July 2008 - June 2011
U.C. Davis Extension January 2006 - June 2008
Pioneer Interstate Inc. January 2005 - December 2006
Skills
Finance, Accounting, Forecasting, Auditing, Internal Controls, Financial Statements, Valuation, Mutual Funds, Financial Analysis, Customer Service, Financial Reporting, Account Reconciliation, Investments, Financial Accounting, Banking, Pricing, Journal Entries, Microsoft Excel, Cash Management, Portfolio Management, Financial Services, Bloomberg, Fund Accounting, General Ledger, Bloomberg Terminal
Education
UC Berkeley Extension 2011 — 2011
Financial Statement Analysis, Finance
University of California, Davis 2004 — 2008
Bachelor of Science, Managerial Economics, 3.45/4.00
U.S. Bank June 2015 - Present
TELACU Education Foundation February 2015 - June 2015
UCI ATHLETICS May 2013 - September 2014
Wells Fargo July 2014 - August 2014
Puma June 2012 - September 2012
Skills
Social Media Marketing, Retail, Research, Customer Service, Communication Skills, Outstanding people..., Close Attention to..., Marketing, Sales, Time Management, Teamwork, Social Media, Social Networking, Facebook, Market Research, Nonprofits
Education
University of California, Irvine 2011 — 2015
Bachelor of Arts (BA), Business Economics, minor film and media studies
First Republic Bank October 2013 - Present
Wells Fargo June 2012 - August 2013
Wells Fargo November 2010 - June 2012
Skills
Consumer Lending, Credit, Mortgage Lending, Banking, Loans, Loan Origination, Cross Selling, Refinance, Credit Analysis, Retail Banking, Financial Services, Relationship Management, Credit Cards, Credit Risk, Cash Management, Strategic Financial..., Loan Servicing, Lines Of Credit, Sales, Finance, Financial Risk, Risk Management, Financial Analysis, Commercial Lending, Mortgage Banking, Small Business Lending, Underwriting, Residential Mortgages, Deposits, Commercial Banking, Branch Banking, Mutual Funds
Education
University of California, Davis 2006 — 2010
Bachelor of Arts (B.A.), Design
Lyft October 2014 - Present
Lyft February 2014 - October 2014
Lyft June 2013 - February 2014
Marla Dell Talent January 2000 - January 2014
Wells Fargo November 2012 - June 2013
UC Davis Bookstore Cash Operations September 2011 - June 2012
UC Davis Bookstore June 2010 - September 2011
Skills
Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Facebook, Public Speaking, Research, Social Networking, Outlook
Education
UC Davis 2008 — 2012
Bachelor of Arts, Evolutionary Anthropology
Cisco August 2015 - Present
OpenDNS (acquired by Cisco) January 2015 - Present
OpenDNS (acquired by Cisco) October 2013 - January 2015
OpenDNS (acquired by Cisco) June 2013 - October 2013
Wells Fargo March 2011 - May 2013
Amax Academy October 2010 - March 2011
Skills
Salesforce.com, Customer Service, Time Management, Security, Research, Close Attention to..., Sales Order Processing, Order Management, Account Management, Network Security, Teaching, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook
Education
University of California, Irvine 2006 — 2010
Bachelor of Arts (B.A.), Psychology and Social Behavior
CSE Insurance Group January 2014 - Present
AIG May 2013 - January 2014
Firemans Fund Insurance Company June 2011 - May 2013
Fireman's Fund Insurance Company February 2008 - June 2011
Fireman's Fund Insurance Company January 2006 - February 2008
Wells Fargo November 2003 - December 2005
Skills
Product Management, Pricing, Workers Compensation, Analysis, Project Management, Management, Actuarial Science, Property & Casualty..., General Insurance, Underwriting, Predictive Modeling, Insurance, SAS, Enterprise Risk..., Statistics, Risk Management, Commercial Insurance, Analytics, Financial Analysis, Casualty, Liability, Ratemaking, Loss Reserving, Commercial Lines, Strategy, Claim, Public Speaking, Actuaries, Emblem, Casualty Insurance
Education
University of California, Davis
Bachelor's of Science, Applied Mathematics
Mortgage One Group June 2011 - Present
Geo-Corp, Inc. June 2012 - May 2015
Hana Financial, Inc. August 2011 - December 2012
MetLife Home Loans January 2011 - August 2011
HSBC November 2009 - January 2011
Wells Fargo October 2006 - November 2009
New York Life Insurance Company June 2004 - October 2006
Skills
Mortgage, Investments, Insurance, Loans, Banking, Mortgage Lending, Financial Planning, Refinance, Loan Origination, Series 7, Mortgage Banking, Conventional, Wealth Management, First Time Home Buyers, Strategic Financial..., Residential Mortgages, Finance, Commercial Lending, Credit, Credit Analysis, FHA, Financial Services, Commercial Mortgages, VA loans, Reverse Mortgages, Mortgage Underwriting, Certified Mortgage..., USDA, FHA financing, Home Equity Loans, Commercial Real Estate, Construction Loans, Government Loans, VA Loans, FHA Financing
Education
University of California, Los Angeles
BA, Business Economics
University of California, Irvine
PFP Designation, Financial Planning
Wells Fargo December 2014 - Present
Starbucks September 2013 - May 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Public Speaking, HTML, Editing, Java
Education
University of California, Davis 2003 — 2013
Bachelor of Science (B.S.), Neurobiology, Physiology, and Behavior.
University of California, Davis
Wells Fargo November 2014 - Present
KBS Realty Advisors August 2012 - October 2014
KPMG US November 2009 - November 2011
Morgan Stanley Smith Barney April 2008 - June 2008
Skills
Microsoft Office, Adobe Acrobat, Accounting, Auditing, US GAAP, SEC filings, Financial Reporting, External Audit, Sarbanes-Oxley Act, Financial Accounting, Internal Controls, Financial Analysis, Microsoft Excel
Education
University of California, Irvine 2005 — 2009
Bachelor of Arts, Business Economics, Accounting
Wells Fargo February 2015 - Present
Wells Fargo September 2014 - February 2015
Wells Fargo January 2013 - September 2013
University of California March 2010 - December 2011
UC Davis June 2005 - June 2010
Skills
Research, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Facebook, Social Media, Community Outreach, Public Speaking, Teaching, Statistics, Event Planning, Data Analysis
Education
UC Davis 2006 — 2010
Bachelor of Arts (B.A.), Psychology
Acalanes High School, Lafayette,CA 2001 — 2005
HIgh School Diploma
Plantronics April 2015 - Present
The Private Client Reserve of US Bank July 2012 - March 2015
Wells Fargo Private Bank November 2008 - July 2012
Wells Fargo July 2005 - November 2008
Skills
Notary Public, Banking, Sales, Private Banking, Wealth Management, Portfolio Management, Retail Banking, Customer Service, Risk Management, Microsoft Excel, PowerPoint, Microsoft Word, Wealth Management..., Cross Selling, Lotus Notes, Finance, Recruiting, Project Management, Event Planning
Education
University of California, Davis 2001 — 2005
Bachelor, Chinese and minor in Economics
Northwestern Mutual August 2015 - Present
Northwestern Mutual April 2015 - August 2015
Northwestern Mutual May 2014 - April 2015
Northwestern Mutual April 2013 - April 2014
Wells Fargo Advisors April 2010 - July 2012
Wachovia Securities Financial Network January 2008 - April 2010
Citi February 2007 - January 2008
Wells Fargo January 2004 - February 2007
Education
University of California, Davis
Communications, Psychology
Patelco Credit Union January 2014 - Present
Comerica Bank February 2009 - January 2014
Comerica Bank February 2011 - February 2012
Wells Fargo June 2002 - February 2009
Skills
Mortgage Lending, Small Business Lending, Sales Management, Coaching, Team Building, Team Leadership, Public Speaking, Home Equity Lines of..., Problem Solving, Action Oriented, Customer Service, Motivation, Intellectual, Retail Banking, Commercial Banking, Bank Management, Management, Marketing Strategy, Recruiting, Loan Origination, Wealth Management, Sales, Portfolio Management, Loans, Commercial Lending, Consumer Lending, Treasury Management, Leadership, Training, Lines Of Credit, CRM, Cross Selling, Branch Management, Financial Services, Credit, Banking, Credit Analysis, Relationship Management, Finance, Business Development, Branch Banking, Mortgage Banking, Credit Cards
Education
University of California, Davis 1996 — 2001
Managerial Economics, Business
Wells Fargo June 2011 - Present
Skills
Interpersonal Skills, Sales, Customer Relations, Customer Retention, Sales Prospecting, High Net Worth..., Financial Services, Retail Banking, Retirement, Needs Assessment, Consumer Lending, Case Management, Staff Supervision, Team Leadership, Communication, Home Equity Loans, Home Equity Lines of..., Loan Origination, Refinance, Debt Consolidation, Problem Solving, Contract Negotiation, Trusts, Conservatorships, Document Review, Team Building, Referrals, Cold Calling, Up-selling, Phone Etiquette, Security Clearance, Certificates of Deposit, Mortgage Banking
Education
University of California, Davis
Bachelor's of Letters and Science, Speech Communication and Rhetoric
Wells Fargo September 2014 - Present
Wire Stone January 2014 - August 2014
Specific Media - MySpace 2010 - 2013
SM Sold 2008 - 2010
Skills
E-commerce Consulting, Website Development, Project Management, Marketing Consulting, Digital Marketing, Digital Media, Online Advertising, SEM, Account Management, Advertising, Digital Strategy, Mobile Advertising, Shopify, Salesforce.com, Mobile Marketing, Advertising Sales, Display Advertising, Social Media Marketing, Online Marketing, Email Marketing, Media Buying, Brand Development, Sales & Marketing..., Strategy, Marketing, Web Marketing, e-commer
Education
University of California, Irvine 2003 — 2007
Bachelor's Degree, Sociology
Amazon December 2014 - Present
Intuit April 2013 - December 2014
Wal-Mart Stores, Inc February 2010 - April 2013
Wal-Mart January 2009 - April 2010
Wells Fargo January 2007 - January 2009
Wells Fargo Bank January 2006 - January 2007
Skills
PowerPoint, AML, Risk Compliance, Risk Management, Regulations, Compliance, Compliance..., Compliance..., Financial Risk
Education
UC Hastings College of Law 2002 — 2005
Doctor of Law (J.D.)
University of California, Hastings College of the Law 2002 — 2005
JD, Law
Bank of America Merrill Lynch January 2014 - Present
Bank of America Merrill Lynch April 2007 - Present
Banco Popular North America July 2006 - April 2007
Wells Fargo April 1994 - July 2006
Wells Fargo Bank April 1994 - May 2004
Wells Fargo Bank April 1994 - August 1999
Skills
Commercial Banking, Commercial Mortgages, Credit, Cash Management, Credit Portfolio..., International Banking...
Education
University of California, Davis 1982 — 1986
BA
Alameda County Employees Retirement Association June 2014 - Present
Citibank, NA September 2006 - May 2014
Wells Fargo August 2005 - August 2006
Skills
Banking, Management, Leadership, Credit, Sales, Budgets, Retail Banking, New Business Development, Sales Management, Customer Service, Portfolio Management, Financial Analysis, Loans, Risk Management, Fixed Income, Finance, Financial Modeling, Investments, Equities
Education
University of San Francisco 2011 — 2013
MS, Financial Analysis
University of California, Davis 2003 — 2005
B.S., Managerial Economics
Wells Fargo August 2015 - Present
Safeway June 2014 - August 2014
Frontier Communications June 2013 - April 2014
New Hope Tax Relief April 2013 - June 2013
Volunteer Income Tax Assistance Program January 2013 - April 2013
UC Davis Medical Center June 2012 - September 2012
Skills
Budgets, Accounting, Variance Analysis, Analysis, Microsoft Excel, Data Analysis, Financial Analysis, Tax, Microsoft Word, Finance
Education
University of California, Davis 2010 — 2014
Bachelor of Science, Managerial Economics
LinkedIn September 2015 - Present
Sabah Azam Photography January 2013 - Present
Teach and Travel 2015 May 2015 - August 2015
Zynga January 2015 - June 2015
Zynga October 2014 - May 2015
Zynga December 2013 - September 2014
Zynga August 2011 - December 2013
UC Davis Pakistani Student Association September 2010 - June 2011
Wells Fargo January 2007 - September 2009
Walgreens Pharmacy September 2005 - January 2007
Skills
Leadership Development, Time Management, Organizational..., Multitasker, Hard Worker, Goal Oriented, Innovation, Community Outreach, Sales Presentations, Customer Relations, Outstanding Customer..., Customer Satisfaction, Customer Experience, Salesforce.com, Databases, Charts, PowerPoint, Excel, Team Motivator, Microsoft Excel, Customer Service, Data Entry, Teamwork, Social Networking, Public Speaking, Data Analysis, Online Gaming, Microsoft Office, Training, Call Centers, Customer Support, Photography, Medical Records, Facebook, Leadership, Marketing
Education
University of California, Davis 2009 — 2011
B.A, Cultural Anthropology
Wells Fargo May 2014 - Present
Wells Fargo September 2011 - May 2014
Wells Fargo Bank April 2010 - October 2011
Wells Fargo Bank January 2009 - June 2010
Wells Fargo Bank September 2008 - January 2009
Wells Fargo September 2005 - September 2008
Skills
Credit Analysis, Portfolio Management, Commercial Banking, Venture Capital, Loans, Credit, Financial Analysis, Commercial Lending, Banking, Investments, Underwriting, Treasury Management, Valuation, Cash Flow Lending, Risk Management, Start-ups
Education
University of California, Davis 2003 — 2006
BS, Economics
Redwood 1986 — 2000
NBCUniversal, Inc. September 2013 - December 2013
New Student Orientation Program April 2012 - September 2013
Zotfilm/Zotfest October 2012 - June 2013
Associated Students of University of California, Irvine September 2012 - June 2013
Conan November 2012 - December 2012
KTLA August 2012 - December 2012
Wells Fargo July 2011 - November 2011
Hollister Co. May 2009 - September 2010
Planned Parenthood: Shasta-Diablo April 2007 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Blogging, Editing, Facebook, Television, Public Relations
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (BA), Film and Media Studies, Digital Arts Minor
Wells Fargo March 2012 - February 2013
California First National Bank, Commercial Lending Division November 2009 - February 2012
California First Leasing Corporation 2004 - 2007
Celtic Leasing Corp. 1994 - 2004
Skills
Direct Sales, Sales Management, New Business Development
Education
University of California, Irvine 1991 — 1995
BA, Economics
Wells Fargo July 2013 - Present
Skills
Strategic Partnerships, Online Advertising, Product Management, Mobile, Digital Media, Mobile Product..., Mobile Devices, Mobile Technology, API, RSS, Content Syndication, Wireframes, User Analysis, Data Analysis, APIs, Monetization, Awesomeness, Mobile Marketing, User Experience, Mobile Applications, Agile Methodologies
Education
University of California, Davis 2000 — 2004
BA
Utility March 2009 - Present
OracleMagician.com 1995 - Present
Wells Fargo 2006 - June 2008
Comsys 2001 - 2007
Apress 1995 - 2007
Longs March 2005 - May 2006
Longs Drugs 2005 - 2006
Database Specialists 2000 - 2005
Ross Stores 2002 - 2003
Maxonic 2002 - 2003
Skills
Performance Tuning, Oracle Applications, Databases, Oracle RAC, Oracle, Oracle Streams, PL/SQL, SQL Tuning, Database Administration, Replication, Oracle Enterprise..., Oracle Database, Oracle Database..., SQL
Education
University of California, Irvine - The Paul Merage School of Business 1978 — 1981
MBA, Business
University of California, Irvine 1974 — 1978
BSEE, Electrical Engineering
Mission Viejo High School 1971 — 1974
H.S., Science
Wells Fargo Bank Chief Technology OfficerWells FargoAugust 2012 - Present
Wells Fargo 1992 - Present
Knowledge First 2000 - 2001
Skills
SDLC, Vendor Management, Banking, Enterprise Architecture, IT Strategy, Web Development, Visio, Integration, Business Analysis, Risk Management, Organizational..., IT Management, Business Intelligence, Software Project...
Education
University of California, Davis 1988 — 1992
Viagogo March 2013 - March 2015
Wells Fargo January 2009 - March 2013
Wells Fargo March 2006 - January 2009
Prudential 2004 - 2006
Tyan Computer 2001 - 2003
Skills
Project / Product..., Process Improvement, Management, Business Analysis, Financial Modeling, Portfolio Management, CRM, Agile Methodologies, Scrum, Microsoft Excel, Analytics, Program Management, Project Management, Training, Data Analysis, Microsoft Office
Education
University of California, Davis 1997 — 2001
Bachelor's degree, Electrical Engineering Technologies/Technicians
Wells Fargo 2005 - Present
Presenting Solutions, Inc. 2000 - 2004
Skills
Solaris, Unix, Oracle RAC, PL/SQL, Oracle, Unix Shell Scripting, Shell Scripting, SQL Tuning, Weblogic, Performance Tuning, Data Modeling, ETL, Perl, Agile Methodologies, SDLC, SQL
Education
University of California, Davis 1996 — 2000
Wells Fargo April 2005 - Present
Wells Fargo Bank 1995 - Present
Wells Fargo June 2002 - April 2005
Education
University of California, Davis 1990 — 1994
ESRI June 2007 - Present
ESRI September 2006 - August 2007
ESRI December 2003 - September 2006
Elevon July 2002 - December 2002
BarNone November 2001 - July 2002
RareVision 2001 - 2001
PG&E 1997 - 1997
Lante Corp. November 1993 - June 1995
Wells Fargo 1992 - 1993
Skills
GIS, Java, .NET, ESRI, Flex, Android, C#, ArcGIS Server, JavaScript
Education
University of Redlands 2008 — 2010
MS, Geographic Information Systems
University of California, Davis 1987 — 1992
BS, Computer Science
Wells Fargo November 2012 - Present
Silicon Valley Bank March 2000 - November 2012
California Capital Small Business Development Corp January 1998 - December 1999
Skills
Portfolio Management, Credit Analysis, Commercial Banking, Relationship Management, Corporate Finance, Asset Based Lending, Commercial Lending, Business Networking, Credit, Loans, Banking, Financial Analysis, Venture Capital, Treasury Management, Finance, Cash Management, Credit Risk, Asset Management, Capital Markets, Financial Services, Financial Risk, Financial Structuring, Payments, Risk Management, Trade Finance, FX Options, Loan Origination, Due Diligence, Lines Of Credit
Education
University of California, Davis 1994 — 1997
Bachelor of Science, Managerial Economics
Serra HS
Serra HS
Wells Fargo 2012 - Present
Wells Fargo 2003 - 2012
Synacor 1999 - 2001
CitiMortgage (formerly iOwn) 1997 - 1999
Providian Financial 1995 - 1997
Skills
Financial Services, Marketing, Analytics, Business Analysis, Strategic Planning, Start-ups, SQL, Marketing Strategy
Education
University of California, Davis - Graduate School of Management
MBA, Marketing and Finance
University of California, Davis
BS, Managerial Economics
Fairclough Implementation Inc Project ManagerBlackhawk Network2011 - 2011
Wells Fargo 2010 - 2010
RCM Capital Management LLC 2003 - 2004
RCM 2001 - 2002
Education
University of California, Davis 1977 — 1980
BA, Political Science
Wells Fargo July 2014 - Present
Union Bank January 2011 - June 2014
Union Bank February 2009 - January 2011
Union Bank March 2007 - February 2009
Richmond American Homes 2005 - 2006
Pathway Capital Management July 2004 - November 2004
Merrill Lynch May 2003 - June 2004
Skills
Strategic Planning, Financial Modeling, Corporate Development, Valuation, Corporate Finance, Market Research, Competitive Analysis, Due Diligence
Education
University of California, Irvine 2001 — 2005
Economics, Business Management
Wells Fargo October 2006 - Present
San Francisco Mortgage Exchange September 2001 - October 2006
Education
University of California, Davis 1996 — 2001
Franklin Templeton Investments January 2010 - Present
Franklin Templeton Investments January 2008 - December 2009
Franklin Templeton Investments 2000 - 2008
KASPICK & CO., LLC January 1996 - January 2000
Wells Fargo January 1995 - January 1996
Education
University of California, Davis
Bachelor of Science, Managerial Economics
Wells Fargo VP and Project ManagerWells Fargo Bank1998 - Present
Skills
PMO, Project Planning, Program Management, Business Analysis, SDLC, Software Project..., Project Portfolio..., Cross-functional Team..., Agile Methodologies, PMP, Visio, Requirements Gathering, Business Requirements, Requirements Analysis, Vendor Management
Education
University of California, Davis 1984 — 1988
Alexandria Real Estate Equities, Inc. April 2015 - Present
The CIM Group April 2011 - January 2014
Autism Spectrum Therapies April 2009 - April 2011
HRCS May 2004 - April 2009
Sony Pictures Entertainment April 2007 - September 2008
Fidelity Investments January 2001 - May 2004
Wells Fargo January 1997 - January 2001
KPMG Peat Marwick January 1993 - January 1995
Skills
Recruiting, Talent Acquisition, Talent Management, Human Resources, Management, Applicant Tracking..., Hiring, College Recruiting, Employee Relations, Executive Search, Technical Recruiting, Onboarding, Interviews, Consulting, Internet Recruiting, Temporary Placement, Sourcing, Recruitment Advertising, Time Management, Training, Strategy, Employee Management, Deferred Compensation, Organizational..., Succession Planning, Employee Benefits, Coaching, Resume Writing, Contract Recruitment, Employment Law, Career Development, Career Counseling, Leadership Development, Permanent Placement, Employee Training, Screening Resumes, HR Policies, Real Estate, Taleo, ADP HRB, Ultipro, Accounting, Finance, Recruitment Training, Passive Candidate..., Full-life Cycle..., LinkedIn Recruiter, IT Recruitment, Talent Mining, Passive Candidate...
Education
University of California, Irvine 2001 — 2004
Management, Human Resources Management/Organizational Development
University of California, Los Angeles
B.A., Political Science
TED Conferences June 2014 - Present
University of San Francisco January 2007 - Present
Advent Software June 2008 - June 2014
Visa March 2001 - December 2007
Wells Fargo August 1995 - March 2001
Kaiser Permanente 1993 - 1995
Skills
Talent Management, Succession Planning, Organizational..., Leadership Development
Education
University of California, Davis
BA, Economics
University of San Francisco
MA, Educational Technology
University of San Francisco
Doctor of Education (Ed.D.), Organization and Leadership
Wells Fargo November 2013 - Present
Wells Fargo January 2013 - November 2013
Wells Fargo Bank June 1998 - January 2013
Allied Insurance February 1997 - May 1998
Firemans Fund Insurance Company September 1987 - 1997
General Dynamics August 1984 - October 1987
Skills
Call Center, Visio, SDLC, Business Analysis, Process Improvement, Banking, Risk Management, CTI, Genesys, Integration, IVR, Business Process..., Requirements Analysis, SharePoint, Vendor Management, Business Intelligence, Requirements Gathering, Call Centers, CRM
Education
University of California, Davis 1980 — 1984
BS, Agricultural and Managerial Economics
Wells Fargo September 2013 - Present
JPMorgan Chase July 2011 - September 2013
Umpqua Bank September 2010 - June 2011
Westamerica Bank April 2010 - December 2010
US Bank January 2008 - August 2009
Liberty American Mortgage August 2004 - November 2007
ANG Newspapers 2001 - 2002
PepsiCo January 2000 - May 2001
Young's Market Co. January 1996 - January 2000
Skills
Banking, Loans, Lines Of Credit, Commercial Banking, Portfolio Management, Small Business Lending, Business Development, Cash Management, Sales, SBA, Treasury Management, Leadership, Deposits, Credit, Commercial Lending
Education
University of California, Davis 1991 — 1995
History, History and English Minor
Wells Fargo July 2014 - Present
Wells Fargo March 2010 - July 2014
Wells Fargo November 2005 - March 2010
Munger, Tolles & Olson LLP September 2002 - October 2005
Skills
Treasury Management, Loans, Mortgage Lending, Cash Management, Commercial Lending, Mortgage Banking, Underwriting, Credit, Loan Origination, Commercial Mortgages, Banking, Credit Analysis, Small Business Lending, Commercial Banking, Portfolio Management
Education
University of California, Davis
B.A., Political Science, Philosophy
Wells Fargo March 2009 - Present
Wachovia Bank 2007 - February 2010
World Savings 2006 - 2007
World Savings 2004 - 2006
World Savings 1992 - 2006
Education
University of California, Davis 1988 — 1992
BS
Wells Fargo Bank May 2009 - Present
Wells Fargo 2009 - Present
Wachovia Bank March 2006 - May 2009
JPMorgan Chase February 1998 - March 2006
J.P. Morgan/Bank One 1998 - 2006
Wells Fargo Bank August 1983 - August 1989
Education
University of Southern California 1980 — 1982
MBA, Real Estate Finance
University of California, Davis 1973 — 1977
BS, Environmental Planning and Management
Wells Fargo May 2013 - Present
Ennis Traffic Safety Solutions July 2011 - November 2012
Propex Geosynthetics March 2009 - April 2011
Hanson Pipe and Precast May 2007 - August 2008
Hanson Permanente Cement January 2000 - May 2007
Dalian Huaneng Onoda Cement June 1999 - October 1999
Skills
Sales Management, Account Management, New Business Development, Business Analysis, Pricing, Pricing Strategy, Regional Development, Customer Retention, Customer Acquisition, International Sales, Sales Presentations, Sales Engineering, Value Engineering, Vertical Integration, Technical Presentations, Presentations, Profit Maximization, Distributors, Terminal Management, Business Development, Competitive Analysis, Customer Service, Leadership, Sales Operations, Key Account Management, Building Materials, Contract Negotiation, Management, Selling, Networking, Negotiation, Sales, Cement
Education
University of California, Davis - Graduate School of Management 2005 — 2008
MBA, Finance, General Management
Willamette University 1995 — 1999
BA, Internation Studies, Economics
QSI Mirth July 2015 - Present
Mirth Corporation September 2013 - July 2015
Federal Deposit Insurance Corporation July 2012 - September 2013
Wells Fargo February 2011 - August 2012
Maximus Computer Services December 2007 - December 2011
Skills
Customer Service, Accounting, Microsoft Office, Excel, Windows, Research, Microsoft Excel, Strategic Planning, Risk Management, Credit Risk, Credit Analysis, Financial Analysis
Education
University of California, Irvine 2008 — 2012
Business Information Management, Management, Information Systems, Accounting
Wells Fargo April 2013 - Present
Bank of America July 2012 - March 2013
Bank of America Merrill Lynch June 2009 - January 2012
Bank of America December 2005 - January 2009
Bank of America July 2000 - December 2005
Bath & Body Works November 1997 - July 2000
The Disney Store April 1993 - August 1997
Skills
Recruiting, Financial Analysis, Banking, Leadership, Management, Sales, Finance, CRM, Portfolio Management, Relationship Management, Investments, Hiring, Project Management, Project Planning, Process Improvement, Training, Training Delivery, Curriculum Design
Education
University of California, Irvine 1991 — 1995
B.A., Psychology and Social Behavior
University of California, Irvine 1991 — 1995
B.A., Criminology, Law, and Society
Wells Fargo January 2010 - July 2011
Beckman Coulter June 2009 - September 2009
Washington Mutual Inc. August 2004 - January 2009
Washington Mutual Inc. December 2002 - July 2004
Washington Mutual Inc. April 2002 - December 2002
Univision Television Group April 2001 - November 2001
Epson Electronics America December 1999 - March 2001
Havas Interactive June 1998 - November 1999
Skills
Deferred Compensation, Human Resources, Performance Management, New Hire Orientations, Employee Benefits, Employee Engagement, Training, Recruiting, Job Descriptions, Management, PeopleSoft
Education
University of California, Irvine 1988 — 1992
BA
Malahat Spirits LLC 2012 - Present
Rice Hall James & Associates, LLC 2006 - 2008
Gartmore 2004 - 2006
Nicholas Applegate 1999 - 2003
Wells Capital Management 1997 - 1999
Wells Fargo 1993 - 1997
Skills
Portfolio Management, Hedge Funds, Investment Management, Alternative Assets, Asset Allocation, Institutional Investors, High Net Worth..., Start-ups, Strategic Planning, Contract Negotiation, Asset Management
Education
CFA Charterholder
University of California, Davis
Bachelor of Arts (B.A.), Economics/Organizational Studies
Wells Fargo October 2004 - Present
American Mortgage Express August 1997 - October 2004
Skills
FHA, Conforming, Refinance, Conventional, Purchase, Mortgage Lending, Government Loans, VA, Mortgage Industry, VA loans, Non-Conforming, First Time Home Buyers, Mortgage, Loan Origination, Mortgage Banking, Construction Loans, FHA financing, Residential Mortgages, Refinance Transactions, Loans
Education
University of California, Davis 1975 — 1979
B.S., Soil and Water Science
Live Oak Bank November 2014 - Present
Wells Fargo January 2007 - November 2014
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Credit Analysis, Financial Analysis, Credit, Business Development, Loans, Commercial Mortgages, SBA
Education
University of California, Davis
BA, Communications
Motive Lending April 2015 - Present
New Penn Financial, LLC June 2013 - December 2014
Pacific Life November 2011 - May 2013
Wells Fargo February 2011 - August 2011
Skills
Customer Service, Microsoft Excel, Sales, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Leadership, Social Media Marketing, Social Media, Public Speaking, Event Planning, Social Networking, Marketing, Team Leadership, Outlook
Education
University of California, Irvine 2005 — 2010
BA in Business Economics, Minor in Management, Emphasis on Finance
Wells Fargo August 2014 - Present
Alliant Asset Management January 2008 - August 2014
Bocarsly Emden Cowan Esmail & Arndt LLP January 2007 - January 2008
Susan E. Wiesner, a Law Corporation June 2006 - January 2007
Bingham McCutchen May 2005 - August 2005
Skills
Due Diligence, Real Estate, Affordable Housing, Leases, Real Estate Transactions, Tax Credits, LIHTC, Commercial Real Estate, Asset Management, Disposition, Property Management, Legal Research, Corporate Transactional, Finance, Asset Management..., Drafting Agreements, Drafting Proposals, Analysis, Drafting Correspondence, Real Estate Financing, Real Estate Negotiating, Real Estate Development, Title Insurance, Entitlements, Real Estate Economics
Education
University of California, Hastings College of the Law 2003 — 2006
Doctor of Law (J.D.), Law
UCLA 1996 — 2003
B.A., Philosophy
Scottsdale Community Bank 2012 - Present
BCI, Inc. 2009 - Present
Bank of Hawaii September 2005 - January 2012
City National Bank December 2002 - May 2005
U. S. Trust June 2000 - December 2002
U. S. Bank September 1997 - May 2000
Wells Fargo January 1987 - April 1996
Skills
Investments, Pensions, Investment Management, Private Banking, Trusts, Alternative Investments, Mergers & Acquisitions, Banking, Asset Managment, Estate Planning, Asset Management, Retirement, Start-ups, Management, Strategic Planning, Portfolio Management, Retail Banking, Financial Planners, Strategic Financial..., Mergers, High Net Worth..., Investment Advisory, Wealth Management...
Education
University of California, Hastings College of the Law
J.D., Law
University of California, Santa Barbara
B.A., Major: History; Minors: German and Anthropology
Wells Fargo October 2009 - December 2011
Education
UC Irvine 2005 — 2009
Bachelor's degree, Business/Managerial Economics
Northern Trust January 2008 - Present
Bank of America July 2005 - December 2007
Wells Fargo September 2002 - October 2006
Skills
Portfolio Management, Financial Analysis, Banking, Asset Management, Microsoft Office, Wealth Management, Research, Customer Service, Public Speaking, Microsoft Excel, Microsoft Word, Investments, Risk Management, Strategic Planning, Mortgage Lending, Leadership
Education
University of California, Hastings College of the Law 1992 — 1995
Doctor of Law (JD)
University of Notre Dame 1988 — 1992
BA, english
TIAA-CREF 2000 - Present
TPA Firm- Phenneger & Morgan 1997 - 2000
Wells Fargo 1995 - 1997
CNA Trust 1989 - 1995
Skills
Qualified Retirement..., Institutional Sales, Financial Services, 401k, Defined Benefit, ERISA, Mutual Funds, Series 63, Series 6, Series 7, Employee Benefits, Retirement Planning, Investments, Relationship Management, Profit Sharing
Education
University of California, Irvine 1988 — 1992
Bachelor of Arts (B.A.)
OneWest Bank August 2013 - Present
Wells Fargo September 2011 - August 2013
Merrill Lynch January 2010 - June 2010
Skills
Financial Analysis, Loss Prevention, Loss Mitigation, Customer Service, Escalation Resolution, Quality Assurance, Microsoft Office, Investment Management, Management, Photoshop, Microsoft Excel, PowerPoint, Financial Advisory, Wealth Management, Economics, Microsoft Word, Analysis, Accounting, Finance, Portfolio Management, Time Management, Self Management, Office Administration, Banking, Sales, Social Media
Education
University of California, Irvine 2007 — 2011
B.A., Business Economics
Wells Fargo March 2015 - Present
Wells Fargo July 2011 - Present
Morgan Stanley Financial Training Program June 2010 - June 2011
Liberty Mutual Insurance June 2010 - September 2010
Deloitte July 2009 - August 2009
Education
University of California, Davis 2007 — 2011
BS, Managerial Economics
Wells Fargo August 2015 - Present
Wells Fargo 2013 - Present
Wells Fargo 2008 - 2012
Wachovia Bank 2007 - 2008
Skills
Leadership, Management, Strategic Planning, Customer Experience, Credit, Loans, Banking, Mortgage Lending, Relationship Management, Mortgage Banking, Loan Origination, Credit Analysis, Series 7, Commercial Banking, Small Business Lending
Education
University of California, Davis 1988 — 1991
Bachelor of Science
Wells Fargo December 2014 - Present
Wells Fargo August 2014 - November 2014
BAART Programs April 2013 - August 2014
BAART Programs December 2012 - August 2014
H2 Cards August 2011 - October 2012
Chinese School at Alamo September 2010 - June 2011
Skills
Accounts Payable, Customer Service, Microsoft Excel, Accounts Receivable, Microsoft Word, PowerPoint, QuickBooks, Outlook, Microsoft Office, Teamwork, Team Leadership, Social Media, Facebook, Leadership, Photoshop, Economics, Time Management, Data Entry, Financial Accounting
Education
University of California, Davis 2006 — 2010
Bachelor of Arts, Economics and International Relations
SQA bootcamp
Cambia Health Solutions August 2015 - Present
Cambia Health Solutions and Regence Blue Cross Blue Shield June 2013 - August 2015
Cambia Health Solutions July 2006 - June 2013
Wells Fargo January 2004 - July 2006
KPMG 2002 - 2005
Skills
SOX, Compliance, Business Process, Insurance, Vendor Management, Risk, Risk Management, Team Leadership, Business Analysis, Financial Analysis, Data Analysis, Business Process..., Management Consulting, Business Intelligence, Health Insurance, Strategy, Strategic Planning, Organizational Design, Management, Leadership, Analysis, Project Management, Cross-functional Team...
Education
University of California, Davis - Graduate School of Management 2000 — 2002
Master of Business Administration (MBA), Finance and Technology Management
Wells Fargo December 2014 - Present
Hanmi Bank January 2014 - December 2014
BBCN Bank May 2013 - December 2013
Jones Day October 2006 - May 2013
Education
UC Davis School of Law 2003 — 2006
Doctor of Law (J.D.)
Yale University 1998 — 2002
Bachelor of Arts (B.A.), English
Wells Fargo July 2002 - Present
Education
UC Davis 1991 — 1995
Bachelor of Science, Finance, Economics, Accounting
UnitedHealth Group 2015 - Present
UnitedHealth Group 2013 - 2015
APL 2010 - 2012
Ports America 2006 - 2010
Wells Fargo 2006 - 2006
Hawking Technologies 2005 - 2006
Loan Management Services 2004 - 2005
Skills
Managed Care, Healthcare, Healthcare Management, Healthcare Analytics, HIPAA, Contract Management, Contract Negotiation, Contract Pricing, Health Insurance, Strategic Planning, Project Management, Network Development, Microsoft Office, Business Process..., Operations Management, Key Performance..., Healthcare Information..., Process Management, Variance Analysis, PPO, HMO, Trend Forecasting, Medicare/Medicaid..., Pricing Strategy, health policy, Provider Relations, Management, Microsoft Excel, Leadership, Business Development, PowerPoint
Education
University of California, Irvine
Bachelor of Arts (B.A.), Economics
Fidelity Investments December 2014 - Present
Chase January 2013 - December 2014
Wells Fargo October 2010 - January 2013
UC Davis Computers in Agriculture September 2007 - June 2008
Skills
Organization Skills, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Management, Strategic Planning, Customer Service, Social Media, Event Planning, Research, Administrative...
Education
University of California, Davis 2006 — 2010
Bachelor’s Degree, Animal Sciences with Specializations in Captive and Companion Animals
University of California, Davis
Bachelor of Science (B.S.), Animal Science
Insight Vacations April 2015 - Present
Insight Vacations June 2013 - March 2015
Destination America (The Travel Corportation) September 2012 - June 2013
Contiki Vacations April 2012 - October 2012
Brendan Vacations September 2011 - April 2012
Wells Fargo October 2009 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Outlook, Windows, Editing, Public Speaking, Copywriting, Sales, Tourism, Hotels, Travel Management, New Business Development, Leisure Travel, Sales Management
Education
UC Irvine 2007 — 2011
Bachelor's of Science, Biological Sciences
Acxiom May 2013 - Present
Visa Consultant March 2011 - May 2013
Wells Fargo February 2005 - March 2011
Skills
MySQL, .NET, Unix, Requirements Analysis, Web Services, SQL, XML, Oracle, Java, C++, Linux, C, Software Development, C#, Microsoft SQL Server, HTML, PHP, ASP.NET, Loadrunner, HP Performance Center, JMeter
Education
UC Davis 1997 — 2002
BS, Computer Science and Engineering
Wells Fargo April 2015 - Present
Wells Fargo Bank, N.A. August 2014 - April 2015
Wells Fargo Bank, N.A. February 2013 - August 2014
Wells Fargo Bank, N.A. September 2008 - February 2013
Chase Bank (Washington Mutual Card Services) November 2006 - August 2008
Kaiser Permanente March 2006 - November 2006
Skills
Business Analysis, Financial Analysis, Project Management, Microsoft Excel, Strategic Planning, Analysis, Analytics, Banking, Data Analysis, Program Management, Risk Management, Strategic Financial..., Financial Planning
Education
University of California, Davis 2000 — 2005
BS & BA, Mathematics & Economics
University of Tsukuba 2002 — 2003
JPMorgan Chase Bank N.A. July 2009 - Present
Wells Fargo September 2007 - July 2009
UC Davis Registra Office January 2006 - September 2007
Education
UC Davis 2004 — 2008
Bachelor of Science (BS), Managerical Econonics
NexCycle / RePlanet 2013 - Present
Goodwill Industries of the Greater East Bay 2007 - 2012
Wells Fargo 2005 - 2006
Diversified Personnel 2003 - 2005
Skills
Time Management, Project Management, Real Estate, Visual Merchandising, Non-profits, Banking, Executive Management, Strategic Planning, Marketing, Social Media, Leadership, Nonprofits, Training, Team Building, Fundraising, E-commerce, Management, Event Management, Event Planning, Merchandising, Customer Satisfaction, Business Strategy, Budgets, Project Planning, Public Speaking, Leadership Development, Recruiting, Negotiation, Retail, Microsoft Office, Public Relations, Social Networking, Coaching, Organizational..., Program Development, Employee Relations, Community Outreach, Interviews, Human Resources, Social Media Marketing, Program Management, PowerPoint, Employee Training, Salesforce.com, Staff Development, Sales Management, Business Development, Account Management, Sales, New Business Development
Education
University of California, Davis
Bachelor of Arts (B.A.), Communication, General
Wells Fargo March 2007 - Present
Skills
Administrative..., Outlook, Data Entry, Travel Arrangements, Spreadsheets, Customer Service, Calendaring, Microsoft Excel, Office Management
Education
University of California, Davis
Bachelor of Arts (BA), English
University of California, Davis
Single Subject Teaching Credential, English/Language Arts
Wells Fargo January 2015 - Present
Wells Fargo January 2014 - February 2015
Wells Fargo June 2013 - January 2014
Wells Fargo May 2011 - June 2013
Wells Fargo September 2008 - May 2011
Skills
Banking, Credit, Loans, Retail Banking, Consumer Lending, Credit Analysis, Commercial Banking, Cross Selling, Loan Origination, Financial Analysis, Commercial Lending, Cash Management, Lines Of Credit, Portfolio Management, Finance, Investments, Deposits, Underwriting, Management, Sales, Time Management
Education
University of California, Davis 2006 — 2011
Bachelor of Arts (B.A.), English Language and Literature, General
Mount Eden High School 2002 — 2006
High School Diploma
UnitedHealthcare January 2015 - Present
UnitedHealthcare March 2013 - January 2015
UnitedHealthcare February 2011 - March 2013
Mercedes-Benz Japan October 2010 - January 2011
UnitedHealthcare July 2010 - September 2010
Wells Fargo July 2007 - July 2010
Skills
Microsoft Excel, VBA, SAS, SQL, Microsoft Office, Multi Tasking, Close Attention to..., Multilingual, Chinese, Mandarin, Cantonese, Japanese, Interpersonal Skill, Communication Skills, Customer Service, Analysis, Actuarial Science, Access
Education
University of California, Irvine 2005 — 2009
Bachelor of Science (BS), Mathematics
Wells Fargo June 2011 - Present
Wells Fargo Bank May 2004 - June 2010
CUTCO Cutlery February 1997 - August 1997
Skills
Personnel Management, Business Development
Education
University of Phoenix 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General, MBA
University of California, Davis 1990 — 1995
Bachelor's Degree, Psychology and Spanish, BA