Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Salaries. You can even request information on how much does Wells Fargo pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo directly from the past employees.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Comerica Bank May 2015 - Present
Comerica Bank October 2014 - May 2015
Comerica Bank 2012 - October 2014
Bank of the West 2010 - 2012
Wells Fargo 2007 - 2010
Bank of America 2003 - 2007
Skills
Banking, Loans, Commercial Banking, Portfolio Management, Retail Banking, Cross Selling, Commercial Lending, Treasury Management, Deposits, Branch Banking, Customer Service, Cash Management, Mortgage Lending, Small Business Lending, Financial Analysis, Risk Management, Lines Of Credit, Branch Management, Payments, Moody's Analytics, Financial Statements, Financial Spreads, Financial Reporting, Financial Risk, Financial Services, Relationship Management, Training, AML, Core Banking, Financial Institutions, Operational Risk..., Bank Secrecy Act, KYC, Credit Cards, ACH, Commercial Mortgages
Education
UCLA
Bachelor of Arts (B.A.), Arabic Language and Literature
JPMorgan Chase & Co. February 2015 - Present
Wells Fargo March 2014 - February 2015
Nordstrom September 2013 - March 2014
Sears Holdings Corporation July 2006 - September 2008
Skills
Microsoft Excel, Microsoft Word, Sales, Customer Service, Time Management, Financial Modeling, PowerPoint, Microsoft Office, Financial Analysis
Education
University of California, Riverside 2008 — 2013
Bachelor of Arts (BA), Economics - Finance
KPMG US July 2014 - Present
Farmers Insurance Group of Companies December 2013 - July 2014
US Treasury June 2009 - November 2013
Wells Fargo April 2008 - June 2009
Merrill Lynch January 2008 - March 2008
Skills
Finance, Financial Accounting, Corporate FP&A, EPM, SAP, SAP BPC, Microsoft Excel, Business Strategy, PowerPoint development, Financial Forecasting, Risk Assessment, Legal Compliance, Policy, Policy Analysis, Enforcement, Program Management, Government, Legal Research, Legal Writing, Investigation, Financial Analysis, Financial Services, Field Work, Sales, Microsoft Office, HTML scripting, JavaScript, Federal Government, Accounting, Analysis
Education
UC Riverside
Bachelor's Degree, Political Science - Finance
UCLA Extension
Accounting
Calance August 2013 - Present
International Student Volunteers May 2012 - July 2013
Pretend City Children's Museum January 2011 - August 2012
Wells Fargo July 2009 - April 2010
The Little Gym International, Inc. January 2004 - August 2008
Skills
International..., Event Planning, Training, Fundraising, Facebook, Non-profits, PowerPoint, Editing, Microsoft Office, Social Media Marketing, Microsoft Word, Microsoft Excel, Customer Service, Outlook, Marketing, Volunteer Management
Education
University of Phoenix 2015 — 2016
Master of Business Administration (MBA)
University of California, Riverside
Bachelor of Arts (B.A.), Political Science and International Affairs
MUFG Union Bank July 2015 - Present
Wells Fargo October 2014 - July 2015
American Express October 2011 - September 2014
American Express March 2010 - September 2011
Deloitte July 2008 - June 2009
Deloitte & Touche August 2006 - July 2008
Skills
Sarbanes-Oxley Act, Enterprise Risk..., Internal Audit, Operational Risk..., IT Audit, Internal Controls, New Product Validation, Risk Management, Compliance, Risk Assessment, Process Improvement, Process Optimization, IT Controls, Operational Risk, Business Process Mapping, Process Flow..., Governance, Financial Risk, Financial Services, Management
Education
University of California, Los Angeles 2001 — 2006
B.S., Economics/Mathematics
Wells Fargo Home Mortgage September 2014 - Present
Prospect Mortgage, LLC 2013 - September 2013
Wells Fargo March 2011 - 2013
Skills
Refinance, Mortgage Banking, Residential Mortgages, Mortgage Lending, VA loans, Loan Origination, FHA financing, Reverse Mortgages, New Home Purchase, Purchase Financing, Real Estate Financing, Certified Mortgage..., Loans, USDA
Education
University of California, Los Angeles 1978 — 1983
Bachelor of Arts (B.A.), Sociology
Small Business Community Consultants July 2013 - Present
SBC Lending June 2007 - July 2013
Wells Fargo 2006 - 2006
vedc 2003 - 2006
Skills
Investments, Asset Managment, Mortgage Lending, Credit Analysis, Financial Analysis, Portfolio Management, Banking, Financial Modeling, Strategic Financial..., Underwriting, Risk Management, Business Strategy, Managerial Finance, Business Planning, Consulting, Strategic Planning, Start-ups, New Business Development, Contract Negotiation, Management, Asset Management, Small Business, Loans, Entrepreneurship, Government Loans, Credit, Finance, Leadership, Negotiation, Business Development, Due Diligence, Executive Management, Corporate Finance, Mergers & Acquisitions
Education
Woodbury University 2004 — 2006
M.B.A, Finance
University of California, Riverside 2001 — 2003
Bachelor of Science (B.S.), Business
Ares Management July 2013 - Present
Ares Management July 2012 - June 2013
Ares Management March 2010 - June 2012
RNC Genter Capital Management May 2006 - February 2010
Wells Fargo August 2005 - January 2006
Skills
Chartered Financial..., Real Estate Financing, Pricing, Fixed Income, Banking, Financial Analysis, Strategic Financial..., Financial Modeling, Valuation, Investment Valuation, Bond Pricing, US Treasuries, Government Agencies, Municipal Bonds, Bond Markets, Trading, Financial Forecasting, Cash Management, Cash Flow Forecasting
Education
UCLA 2000 — 2004
Bachelor of Science (BS), Economics
Alhambra HS
Biletsky Rosenberger 2015 - Present
Romero Law, A Professional Corporation 2014 - 2015
ABOTA Fellowship 2014 - 2014
Law Offices of Marc I. Zussman 2013 - 2014
Harris & Ruble 2013 - 2013
Financial Industry Regulatory Authority 2013 - 2013
Los Angeles City Attorney's Office 2012 - 2013
Wells Fargo 2005 - 2010
Skills
Westlaw, Lexis, Legal Research, Statutory Interpretation, Legal Writing, Finance, Employment Law, Litigation, Securities Regulation, Arbitration, Criminal Law, Civil Litigation, Hearings, Licensing, LexisNexis
Education
University of California, Los Angeles - School of Law
Juris Doctor (J.D.)
University of Nevada-Las Vegas
Bachelor's Degree, Political Science
University of Southern California October 2011 - Present
Wells Fargo October 2006 - May 2010
Skills
Data Analysis, Financial Modeling, Financial Analysis, Accounts Payable, Accounts Receivable, Microsoft Office, Budget Management, Executive Support, Financial Reporting, Corporate Events, Statistics, Logistics Management, Research, Legal Compliance, LGBT community, Microsoft Excel, Public Speaking, Budgets, Event Planning, Customer Service, Management, Social Media, Sales, PowerPoint, Leadership, Community Outreach, Social Networking, Marketing
Education
University of California, Los Angeles 2004 — 2006
Bachelor's Degree
First Data Corporation July 2014 - Present
First Data Corporation February 2012 - July 2014
Wells Fargo February 2010 - February 2012
Wells Fargo August 2006 - February 2010
City Loan Corp January 2005 - August 2006
Centex Home Equity April 2004 - January 2005
Skills
Sales, Sales Management, Business Strategy, Business Analysis, Marketing Strategy, Salesforce.com
Education
UC Riverside 1999 — 2004
Business Administration
Guardian Industries October 2012 - Present
Guardian Industries November 2007 - October 2012
Wells Fargo June 2006 - November 2007
Apache Ag Industries May 2004 - June 2006
Skills
Account Management, Glass, Logistics, Sales Management, Sales Operations, Sales, Purchasing, Product Development, Manufacturing, Lean Manufacturing, Key Account Management, Cold Calling, Continuous Improvement, Cross-functional Team..., Forecasting, Inventory Management, Marketing, New Business Development, Operations Management, Pricing, Process Improvement, Team Building, Cross Functional Team..., Team Leadership
Education
UCLA 2001 — 2004
BS, Anthropology
Lee & Associates Commercial Real Estate Brokerage October 2006 - April 2011
CDM Group Comm'l Real Estate February 2005 - October 2006
JC Resorts- Temecula Creek Inn November 2003 - February 2005
Chino Valley Dairy Products September 2002 - November 2003
Wells Fargo September 2000 - August 2002
Skills
Commercial Real Estate, Investment Properties, Credit, Real Estate, Real Estate Development, Sales, Real Estate Economics, Brokerage, Location Intelligence, REO, Leases, Sellers, Real Estate Transactions, Contract Negotiation, Disposition, Tenant, Investors, Corporate Real Estate, Landlords, Buyer Representation, Short Sales, Real Estate Financing, Lease Negotiations, Tenant Representation, Single Family Homes, First Time Home Buyers
Education
University of California at Los Angeles (UCLA) 2001 — 2002
Certified
University of California at Riverside (UCR) 1996 — 2000
Bachelor of Science
University of California, Riverside 1996 — 2000
Bachelor of Science (B.S.)
Allied Real Estate SchoolMarch 2004
Staples Advantage October 2014 - Present
Staples Advantage July 2014 - October 2014
Balboa Capital January 2014 - June 2014
Wells Fargo July 2012 - September 2013
Skills
Cold Calling, Qualifying Prospects, Sales, Salesforce.com, Real Estate, Advertising, Online Advertising, Online Marketing, Microsoft Office, Customer Service, Account Management, CRM, Sales Operations, Call Centers, Finance
Education
UC Riverside 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Ellie Mae March 2015 - Present
Ellie Mae January 2013 - February 2015
Ellie Mae August 2011 - December 2012
Ellie Mae March 2011 - August 2011
Ellie Mae March 2010 - March 2011
San Leandro Chamber of Commerce July 2009 - March 2010
Aflac December 2007 - March 2010
M Squared Consulting October 2008 - December 2008
Irwin Home Equity January 2006 - June 2008
Wells Fargo October 1995 - December 2005
Skills
Salesforce.com, Mortgage Lending, Training, Project Management, Operations Management, Sales Management, Leadership, Team Building, SaaS, Encompass, Business Analysis, Process Improvement, Vendor Management, Cross-functional Team..., Management, Budgets, CRM, Recruiting, Team Leadership, Program Management, Strategic Planning, Business Planning, Software Documentation, Risk Management, Change Management, Product Management, Business Intelligence, Customer Satisfaction, Integration, Visio, B2B, Executive Management, Software Project..., Business Strategy, Human Resources, SDLC, Enterprise Software, Analysis, Marketing, Selling
Education
Mesa Junior College
Mira Mesa High School
University of California, Riverside
University of Phoenix
OCSD February 2015 - Present
OCSD November 2002 - February 2015
US Army June 1996 - June 2007
US Army June 2003 - June 2006
OCSD 1996 - 2002
US Army August 1989 - June 1996
WELLS FARGO 1994 - 1995
Skills
Readiness, Army, Combat, Aviation, Customer Service, Flights, Emergency Management, Troubleshooting, Enforcement, Command, Helicopters, Military, CFI, Rotorcraft, Flight Safety, Team Building, Tactics, Piloting, Special Operations, Security Clearance, Defense, National Security, Law Enforcement, Force Protection, Military Aviation, Military Operations, Military Experience, Weapons
Education
University of California, Los Angeles 1994 — 1996
BA, Political Science
Digital Air Strike April 2015 - Present
Digital Air Strike January 2015 - Present
Digital Air Strike September 2014 - December 2014
Yodle November 2013 - September 2014
Bank of America August 2012 - October 2013
Bank of America October 2008 - August 2012
Ace Mortgage / Desert State Mortgage / Maricopa Mortgage February 2007 - August 2008
Aegis Lending Corporation 2004 - 2007
G & K Management Co., Inc. 2003 - 2004
Wells Fargo 2001 - 2003
Skills
Sales Management, Sales Operations, Sales Process, Direct Sales, Sales, Sales Presentations, Business Process..., Pricing, Salesforce.com, Lead Generation, Online Marketing, Marketing, Cold Calling, Social Media Marketing, Management, Marketing Strategy, Leadership, New Business Development
Education
University of California, Los Angeles 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Government
Ericsson May 2013 - Present
Oracle September 2012 - May 2013
Randstad Finance & Accounting October 2011 - February 2012
Wells Fargo November 2008 - October 2011
Wells Fargo June 2008 - November 2008
Skills
Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Outlook, Recruiting, Talent Acquisition, Cold Calling, Resume Writing, Sourcing, Applicant Tracking..., Internet Recruiting, Human Resources, Consulting, Contract Recruitment, Business Development, Outlook, Training, Interviews, Analysis, Management, Microsoft Office, University Recruitment, College Recruiting, Technical Recruiting, Team Building, Sales
Education
University of California, Riverside 2004 — 2008
Bachelors, Economic Administration w/ Information Systems Management
Fremont High School
Law offices of Bob Nehoray March 2014 - Present
Walmart September 2009 - November 2012
Wells Fargo July 2007 - August 2009
Walgreens October 2005 - July 2007
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Outlook, ProLaw, Westlaw, Oral & Written..., Supervisory Skills, Legal Research, Adobe Acrobat, Sales, Customer Service, PowerPoint
Education
University of Phoenix 2010 — 2013
Bachelor of Science (B.S.), Business/Corporate Communications
University of California, Los Angeles
Paralegal Training Program
Wells Fargo September 2015 - Present
Wells Fargo September 2014 - September 2015
Kula Inc. January 2014 - January 2015
Mondo May 2014 - September 2014
Wells Fargo October 2013 - May 2014
Sacramento Excessive LLC. October 2010 - May 2014
Blackhawk Network July 2013 - October 2013
Alpha Kappa Psi August 2011 - May 2013
Extreme Paintball October 2008 - August 2010
Skills
Social Media, Microsoft Office, Sales, Management, Sports, Marketing, Business Development, Social Networking, Sports Marketing, Athletics, Entrepreneurship, Banking, Recruiting, Coaching, Business, Bilingual, Social Entrepreneurship, Inventory Management, Event Planning, Public Speaking, Customer Service, Leadership, Microsoft Word, PowerPoint
Education
University of California, Merced 2009 — 2013
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Modesto High School 2005 — 2009
High School Degree, International Baccalaureate Program
Electronic arts July 2014 - Present
Wells Fargo August 2013 - August 2014
UC Merced August 2011 - December 2013
UC Merced January 2013 - April 2013
Skills
Customer Service, Event Planning, Fundraising, Data Entry, Spanish, Economics, Finance, Report Writing, Team Leadership, Student Affairs, Social Networking, Higher Education, Data Analysis, Critical Thinking, Research
Education
UC Merced 2010 — 2013
BS Management & BA Economics, Minor in Sociology
University of California, Merced
BA of Economics, BS of Management
Amazon October 2015 - Present
The Walt Disney Company June 2015 - September 2015
Harvard Business School June 2015 - June 2015
UCLA April 2015 - June 2015
Wells Fargo November 2014 - November 2014
EY June 2014 - August 2014
UCLA January 2014 - June 2014
UCLA July 2013 - June 2014
EY January 2014 - January 2014
Skills
Interviews, Spanish, Qualitative Research, Recruiting, Research, Event Planning, Microsoft Office, PowerPoint, Customer Service
Education
University of California, Los Angeles 2012 — 2016
Bachelor's Degree, Economics, Rising Senior
Google June 2015 - Present
Google August 2014 - August 2014
PwC June 2014 - August 2014
Wells Fargo June 2013 - September 2013
PwC June 2013 - June 2013
Gotham Orient Partners, LLC October 2012 - April 2013
Bank of the West July 2012 - September 2012
KPMG US August 2012 - August 2012
Bel Air Foods June 2011 - September 2011
Making Waves Education Program June 2011 - August 2011
Skills
Growth Strategies, Strategic Financial..., Financial Forecasting, Data Analysis, Strategic Partnerships, Client Relations Skills, Market Research, Microsoft Excel, Teamwork, Social Media Marketing, PowerPoint
Education
University of California, Los Angeles 2010 — 2015
Bachelor of Arts (B.A.), Economics, Communication Studies
Marin Academy 2006 — 2010
High School Diploma
Scentsy Independent Consultant June 2011 - Present
San Pablo Lytton Casino August 2010 - January 2011
Luxottica Retail North America-Sunglass Hut November 2008 - March 2010
Horseshoe Casino March 2009 - February 2010
PayPal October 2007 - June 2008
SAC Federal Credit Union May 2007 - October 2007
Wells Fargo October 2005 - January 2007
Skills
Banking, Sales
Education
Vatterott College 2009 — 2009
Medical/Clinical Assistant
University of California, Riverside 2004 — 2006
General Studies for BA, Sociology Minor in Education
Wells Fargo January 2011 - Present
Wells Fargo July 2010 - December 2010
Wells Fargo July 2008 - July 2010
Merrill Lynch June 2007 - August 2007
Skills
Portfolio Management, Finance, Credit, Loans
Education
University of California, Los Angeles 2004 — 2008
Bachelor of Arts (B.A.) History, Minor in Accounting
Wells Fargo August 2010 - Present
Glendale Community College March 2008 - December 2008
Bank of America December 2006 - January 2008
Skills
Customer Service, Sales, Customer Satisfaction, Banking, Credit, Microsoft Office, Team Building, Retail Banking, Microsoft Excel, Coaching, Microsoft Word, Team Leadership, Management, Marketing, Human Resources, Recruiting, 10 Key, Employee Benefits, Employee Relations, Time Management, PeopleSoft, Benefits Administration, Outlook
Education
University of California, Los Angeles
Bachelor of Science in Business Administration
Wells Fargo July 2013 - Present
Skills
Alternative Investments, Investment Management, Portfolio Management, Risk Management, Value Investing, Financial Modeling, Asset Allocation, Security Analysis, Strategic Financial..., Financial Analysis
Education
Wells Fargo Bank - Wholesale University 2013 — 2013
MBA Credit Training Program
University of Southern California - Marshall School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance
University of California, Los Angeles 2002 — 2006
Bachelor of Arts (B.A.), Economics
Wells Fargo June 2004 - Present
Bank of America September 1989 - June 2004
Skills
Executive Level...
Education
UCLA 1980 — 1983
Bachelor's degree, Business Administration and Management, General
Institute of Financial Education 1972 — 1976
Degree of Distinction, Business and Psychology
Hudson River Health Care October 2012 - May 2013
Amerigroup Corporation 2010 - 2011
MAXIMUS August 2008 - August 2009
Wells Fargo November 2005 - May 2007
Skills
Healthcare
Education
Malcarne Contracting 2014 — 2014
BPI State License received 5/30/2014, Building Science Principles and Building Analyst Training
UCLA 2005 — 2008
Physics, Linguistics, 3.8
Keller Williams Realty 2006 - Present
Freelance Music Composer and Sound Designer 1998 - Present
Merrill Lynch 2009 - 2011
Bank of America 1993 - 2009
Wells Fargo 1986 - 1993
Skills
Financial Analysis, Financial Planning, Market Analysis, Client Services, Client Relationship..., Client Acquisition, Client Retention, Wealth Management, Wealth Building, Comprehensive Wealth..., Real Estate, Real Estate Transactions, Real Estate Investment, Real Estate Financing, Compliance Management, Compliance Audits, Loss Mitigation, Credit Risk, Business Process Design, sound desi, Music Production, Compliance, Film Scoring, Music Creation, Composition, Contract Negotiations, Investment Properties, Strategic Financial..., Contract Negotiation, First Time Home Buyers, Short Sales, Management, Sellers
Education
UCLA
K&K Bowling Management, Inc. April 2000 - Present
Wells Fargo January 1994 - January 2001
Bowler's Edge Bowling Supply June 1991 - September 1993
Skills
Sales Management, Team Leadership, Marketing, Customer Service, Event Management, Social Media Marketing, Sales, Team Building, Strategic Planning, Event Planning, New Business Development, Management, Leadership, Social Networking, Public Relations, Budgets, Coaching, Retail
Education
UCLA 1987 — 1991
BS, Geophysics & Space Physics
John Burroughs High School 1984 — 1987
Indiegogo June 2014 - Present
Elance-oDesk April 2014 - May 2014
oDesk June 2013 - April 2014
Jing Lee State Farm Office January 2012 - February 2013
Wells Fargo June 2005 - July 2005
Skills
Microsoft Excel, Data Analysis, Fraud Detection, Analytics, PostgreSQL, Online Fraud, PowerPoint, Databases, Analysis, Start-ups, Microsoft Word, Property & Casualty..., Mac OS, Risk Management, HTML, Java, PHP, MySQL, Accounting, Oracle SQL Developer, QuickBooks, Peachtree, Windows, CSS, Query Writing, Google Docs, OS X, Data Mining, Insurance, Predictive Modeling, pos, risk, Risk Analysis, Risk Analytics, Credit Card Fraud, Machine Learning, Python
Education
UCLA 2008 — 2011
Bachelor of Arts (B.A.), Economics, Accounting and Public Affairs Minor, 3.23
Nutanix June 2015 - Present
Monster Media Inc. February 2015 - Present
Stanford University August 2014 - October 2014
Mastermind Tutoring LLC September 2012 - September 2014
Connect Link December 2012 - December 2013
Wells Fargo July 2013 - September 2013
Skills
Data Analysis, Research, Microsoft Excel, Microsoft Office, Market Research, Strategic Planning, PowerPoint, Microsoft Word, Spanish, Business Strategy, Social Networking, Entrepreneurship, Marketing Strategy, Customer Service, Economics, Social Media, Salesforce.com, Sales Operations, Channel Sales
Education
University of California, Riverside 2012 — 2016
Current Student, Economics
Branham High School 2008 — 2012
State Farm Insurance 2008 - Present
Nona Tirre State Farm Agent Pomona Ca Insurance Agency 2007 - Present
Wells Fargo 1998 - 2008
Skills
Homeowners, Small Business, Disability Insurance, Leadership, Property & Casualty..., Insurance, Life Insurance, Long-term Care, Universal Life, Commercial Insurance, Term Life Insurance, Umbrella Insurance, Health Insurance, Renters, Fixed Annuities, Whole Life, Customer Service
Education
University of California, Los Angeles 1995 — 2000
B.A., Psychology
Smart Professionals 2013 - Present
Cort Haymond - Notary Services 2013 - Present
Sun Protection Zone 2011 - 2013
Silverado Senior Living 2010 - 2011
Seniors for Seniors 2009 - 2010
Wells Fargo 2004 - 2009
Skills
New Business Development, Customer Relations, Account Management, Customer Service, Team Building, Marketing, Sales, Leadership, Recruiting, Business Development, Marketing Strategy, Notary Public, Management, Public Speaking, Program Management, Coaching, Fundraising, Leadership Development, Nonprofits, Training, Lead Generation, Networking, Event Planning, Mortgage Lending, Loans, Small Business, Strategic Planning, Business Planning, Healthcare, Employee Relations, Social Networking, Real Estate, Public Relations, Budgets, Human Resources, Sales Management, Finance, Contract Negotiation, Organizational..., Entrepreneurship, Selling, Start-ups, Cold Calling, Negotiation, Time Management, Customer Satisfaction, Strategy, Market Planning, Long-term Care, Community Outreach
Education
University of California, Los Angeles
Bachelor of Arts, Psychology
Locke Lord LLP September 2013 - Present
United States Bankruptcy Court for the Eastern District of North Carolina September 2012 - January 2013
Locke Lord LLP June 2012 - August 2012
Alston & Bird LLP May 2012 - June 2012
NC Department of Justice June 2011 - August 2011
University of North Carolina General Administration May 2011 - June 2011
Wells Fargo September 2008 - August 2010
Yuma School District1 2007 - 2008
Skills
Real Estate Transactions, Commercial Real Estate, Real Estate Financing, Commercial Finance, Commercial Lending, Mediation, Finance
Education
University of North Carolina School of Law 2009 — 2013
Juris Doctor (J.D.)
University of California, Los Angeles 2004 — 2007
Bachelor of Art, Art History
Fresh & Easy May 2014 - Present
Liberty Tax Service December 2011 - June 2014
Capital Group May 2013 - May 2014
Fresh & Easy February 2013 - May 2013
Deutsche Bank January 2010 - August 2012
The Ayco Company, L.P., a Goldman Sachs Company 2006 - 2007
Wells Fargo 2005 - 2006
Skills
Finance, Financial Analysis, Strategic Financial..., General Ledger, Tax, Account Reconciliation, Financial Accounting, Investments, Forecasting, Financial Modeling, Financial Reporting, QuickBooks, Budgets, Asset Management, Banking, Auditing, Management, Accounting
Education
University of La Verne 2009 — 2011
Master of Business Administration (MBA), Marketing
University of California, Riverside 2002 — 2005
Bachelor of Science (B.S.), Accounting and Business/Management
Wells Fargo Advisors LLC March 2013 - Present
Union Bank (formerly Santa Barbara Bank & Trust) January 2010 - March 2013
Santa Barbara Bank & Trust 2008 - 2009
Santa Barbara Bank & Trust 2007 - 2008
Wells Fargo 2006 - 2007
Wells Fargo 2005 - 2006
Citi (formerly Cal Fed Bank) 1998 - 2005
Skills
Investments, Management, Risk Management, Small Business, Team Leadership, Management Development, Change Management, Sales Process..., Training Facilitation, Cross-training, Cross-selling, Partnering, Sales Process..., Development &...
Education
University of Southern California - Marshall School of Business 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.69 (Top 10% of class)
UCLA
Bachelor of Arts (BA), Psychology with Business and Labor & Workplace Studies
ABA Stonier Graduate School of Banking at Wharton 2010 — 2012
Graduate School of Banking Certificate through American Banker's Association (ABA)
Pacific Coast Bankers School (PCBS) at University of Washington 2008 — 2010
Graduate School of Banking Certificate, Honors, Citation Award for Thesis
Cannon Trust School at Pepperdine 2009 — 2011
Certified Trust Financial Advisor (CTFA), Trust Management and Estate Planning
UCLA Extension Certificate Programs
Paralegal Degree In Business Law & Litigation (1999), Personal Financial Planning (March 2013)
ABA National Commercial Lending School at SMU
Commercial Lending
Wells Fargo Advisors, LLC January 2011 - Present
Wells Fargo January 2011 - Present
Morgan Stanley Smith Barney March 2005 - January 2011
UBS Financial Services January 2003 - March 2005
Skills
Investments, Retirement Planning, Mutual Funds, Retirement, Finance, Investment Strategies, Financial Advisory, Fixed Annuities, Equities, Management, Life Insurance, Securities, Asset Allocation, Financial Modeling, Alternative Investments, Bonds, Economics, Mergers & Acquisitions, Private Equity, Financial Analysis, Valuation, Investment Planning, Estate Investment...
Education
University of California, Los Angeles 2002 — 2004
City of Downey - Public Facilities Financing Corporation January 2009 - Present
La Amapola, Inc. June 2008 - Present
Santa Fe Springs Chamber of Commerce January 2009 - April 2012
Regional Hispanic Chamber of Commerce November 2008 - January 2012
Regional Hispanic Institute November 2008 - January 2012
CommerceWest Bank April 2008 - June 2008
CalNational Bank February 2007 - February 2008
Wells Fargo SBA Lending June 2005 - June 2006
Wells Fargo November 2002 - June 2005
Skills
Commercial Banking, Community Outreach, Finance, Leadership, Small Business
Education
University of California, Riverside 1987 — 1989
BA, Political Science
MediaMath April 2015 - Present
OpenX July 2013 - February 2015
Apple November 2012 - July 2013
Google May 2012 - October 2012
Google August 2009 - May 2012
Yahoo! April 2008 - August 2009
FoneMine, Inc. February 2007 - April 2008
Wells Fargo August 2005 - January 2007
Skills
Financial Analysis, Financial Modeling, Business Strategy, New Business Development, Business Analysis, Business Intelligence, Analysis, Data Analysis, SQL, MySQL, Unix Shell Scripting, Unix, Essbase, Excel, PowerPoint, Analytics, Go-to-market Strategy, Enterprise Software, Mobile Devices, Mobile Advertising, Marketing Strategy, Sales Operations, Program Management, Start-ups, Finance, E-commerce, Strategic Partnerships, Monetization, Account Sales Strategies, Strategy, Mobile Marketing, Product Management, Display Advertising, Ad Networks
Education
University of California, Los Angeles 2000 — 2005
B.A., B.S.
Quest Advisors November 2011 - Present
Wells Fargo November 2011 - June 2012
Capital Lending Group and Cornerstone Benefit Plans May 1990 - October 2011
Countrywide Home Loans July 1996 - July 1997
Education
University of California, Los Angeles 1979 — 1984
Bachelor of Arts (B.A.), Psychology (Quantitative/Statistical Methodology)
Wells Fargo April 2008 - Present
JDM EGO June 2006 - December 2012
Wells Fargo Capital Finance April 2006 - April 2008
Wells Fargo Capital Finance January 2004 - March 2006
Wells Fargo Capital Finance January 2002 - December 2003
Vicencia and Buckley Insurance Agency June 1999 - December 2001
FINOVA Capital Corporation May 1998 - December 1998
Skills
Outlook, PowerPoint, Customer Service, Microsoft Excel, Risk Management, Banking, Microsoft Word, Project Management, Financial Analysis, Microsoft Office, Marketing, Data Analysis, Credit, Finance, Financial Modeling, Forecasting, Commercial Lending, Business Development, Loans
Education
University of California, Los Angeles 1995 — 2003
B.A. Economics, Economics
Whitney High School 1991 — 1995
State Farm Insurance June 2012 - Present
Wells Fargo Dealer Services December 2009 - June 2012
Bank of America December 2008 - December 2009
Wells Fargo December 2007 - December 2009
Concord Capital June 2004 - December 2007
Wells Fargo May 2002 - June 2004
Wells Fargo Securities September 1996 - August 2000
Skills
Insurance, Life Insurance, Fixed Annuities, Retirement Planning, Retirement, Underwriting, Mortgage Lending, Mutual Funds, Investments, Commercial Banking, Commercial Lending, Real Estate, Business Development, Finance, Loans
Education
UC Riverside 1997 — 2002
Bachelor of Business Administration (B.B.A.)
Lincoln High School 1993 — 1997
Retired October 2009 - Present
JPMorgan Chase July 2009 - May 2011
Temecula Valley Bank January 2001 - January 2008
Wells Fargo January 2000 - January 2001
Norwest Financial January 1999 - January 2000
Education
University of California, Riverside
BS, Sociology
Transamerica Retirement Solutions September 2015 - Present
Transamerica Retirement Solutions March 2011 - September 2015
Wells Fargo Advisors August 2007 - March 2011
Wells Fargo October 2006 - March 2011
Skills
Series 7
Education
UCLA 2002 — 2006
Bachelor of Arts (B.A.), English Literature
Kaiser Permanente IT 2008 - Present
Kaiser Pemanente 2007 - 2008
Wells Fargo 1997 - 2007
Skills
SDLC, Process Improvement, Software Documentation, Business Analysis, IT Asset Management, ITIL Process..., Troubleshooting, Disaster Recovery, Management, Testing, Hardware
Education
University of California, Los Angeles
Accountemps April 2015 - Present
Wells Fargo November 2013 - April 2015
Alpha Phi Omega National Service Fraternity February 2012 - June 2012
Chinese Student Association June 2010 - June 2011
Chinese Student Association September 2009 - June 2010
Mercer June 2008 - August 2008
Skills
Data Entry, Microsoft Office, Social Networking Sites, Teamwork, Fundraising, Organization, Time Management, Statistical Software, Mathematics, Operating Systems, Public Relations, Accounts Receivable, Invoicing, Sales, NetSuite, QuickBooks, Microsoft Word, PowerPoint, Social Media, Microsoft Excel, Customer Service, Research, Human Resources, Social Networking
Education
University of California, Riverside 2009 — 2013
Bachelor of Arts (B.A.), Business Economics
Galileo Academy of Science and Techonology 2005 — 2009
High School Diploma
Wells Fargo October 2014 - Present
Wells Fargo October 2009 - October 2014
Wells Fargo January 2009 - October 2009
Wells Fargo April 2008 - January 2009
Wells Fargo April 2005 - April 2008
Wells Fargo December 1999 - April 2005
Wells Fargo January 1998 - December 1999
Skills
Vendor Relations, Customer Relations, Credit Cards, Process Improvement, Banking, Call Center, Business Process..., Product Management, Customer Experience, Marketing Strategy, Business Strategy, Coaching, Management, Customer Service, Program Management, Training, Leadership, Analysis, Project Management, Financial Services, Business Process, Relationship Management, Call Centers, Credit, Strategy, Vendor Management, Marketing
Education
University of California, Los Angeles 2014 — 2014
Latino Leader Program
University of Puerto Rico 1992 — 1997
Bachelor of Arts (B.A.), Natural Sciences
ipsy August 2014 - Present
ipsy September 2013 - August 2014
DataSafe Information Management Solutions January 2013 - October 2013
Wells Fargo October 2009 - December 2012
ACRES Development Group May 2009 - October 2009
Skills
Social Media, PowerPoint, Customer Service, Microsoft Office, Data Analysis, Blogging, Microsoft Excel, Microsoft Word, Time Management, Management, Data Entry, Leadership, Social Networking, Social Media Marketing, Research, Statistics, Event Planning, Public Speaking, Start-ups
Education
University of California, Merced 2005 — 2009
Bachelor, Economics
High School Graduate, Capuchino High School 2001 — 2005
Wells Fargo September 2012 - Present
Sand Dollar Corp. October 2008 - September 2012
Sand Dollar Corp. October 2006 - October 2008
UCR Dining Services September 2005 - June 2006
UCR Dining Services June 2002 - September 2005
Skills
Accounting, Accounts Payable, Journal Entries, GAAP, Bookkeeping, Account Reconciliation, Financial Reporting, General Ledger, Accounts Receivable, Financial Statements, Bank Reconciliation, Accruals, Strategic Financial..., PeopleSoft, US GAAP, Invoicing, Balance, Payments, Preparation, Corporate Finance, Balance Sheet, Finance, Fixed Assets, Auditing, Financial Accounting, Cash Flow, Teamwork, Microsoft Excel, Management, Spreadsheets, Customer Service
Education
University of California, Riverside 2001 — 2006
Business Economics, Business
SCI Solutions 2012 - Present
ELT 2011 - 2012
Codexis 2009 - 2010
Intuit, Inc. 2006 - 2009
Intuit Canada & UK 2004 - 2006
Intuit 2003 - 2004
Bain & Company 1997 - 2000
The Fuji Bank, Limited 1994 - 1995
Wells Fargo 1992 - 1994
Skills
Strategy, Business Strategy, Due Diligence, Analytics, Financial Analysis, Financial Modeling, Finance, E-commerce, Financial Services, Leadership, Process Improvement, Integration, Strategic Planning, Business Analysis, M&A due diligence, Management, Forecasting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1995 — 1997
MBA
University of California, Riverside 1990 — 1992
BS
Ivey Estates June 2013 - Present
Echoing Soundz 2009 - Present
Wells Fargo December 2010 - July 2015
Revlon 2015 - 2015
UCLA Academic Supports Program June 2010 - July 2012
The Film Collaborative May 2009 - June 2010
Skills
Public Relations, Public Speaking, Social Media, Event Management, Leadership, Customer Service, PowerPoint, Event Planning, Marketing, Management, Social Networking, Research, Social Media Marketing, Event Production, On-site Services, Red Carpet
Education
Glendale University College of Law 2015 — 2018
Juris Doctor (J.D.)
University of California, Los Angeles 2007 — 2010
BA, Afro American Studies emphasis in Economics
Ski Butlers November 2012 - Present
Vail Valley Foundation April 2011 - 2014
Eagle Vail Golf Club January 2011 - 2014
The Vail Corporation, dba Vail Resorts Management Company September 2011 - 2013
Wells Fargo January 1999 - January 2008
Meridian Golf Club 1997 - 1999
Skills
Sales Growth, Employee Engagement, Management, Manage Client..., Account Executives, Sales, Service Management, Marketing, Leadership, Mergers, Sales Management, Human Resources, Hospitality, Mergers & Acquisitions, Event Management, Customer Service, Customer Satisfaction, Program Management, Time Management, Customer Retention, Event Planning, Account Management, Social Networking, Social Media Marketing, Public Relations, Marketing Strategy, Budgets, Social Media, Fundraising, Coaching, Team Building
Education
University of California, Los Angeles 2006 — 2007
Business Diversity
Highlands Ranch High School 1994 — 1998
Wells Fargo January 2015 - Present
Wells Fargo Capital Finance August 2001 - December 2014
Heller Financial February 1992 - August 2001
KPMG US September 1987 - February 1992
Education
University of Redlands 1995 — 1998
Bachelor of Science, Business Administration and Management, General
University of California, Los Angeles 1985 — 1986
Psychology
"BAMS" Bank of America Merchant Services May 2013 - Present
Wells Fargo Merchant Services July 2009 - March 2013
Wells Fargo January 2009 - March 2013
HOMECOMINGS FINANCIAL/GMAC October 2006 - November 2009
GMAC/Homecomings October 2006 - November 2009
Dahill 2009 - 2009
Stearns Lending November 2005 - October 2006
GREENLIGHT FINANCIAL Sr October 2003 - October 2005
INSTAFI May 2001 - October 2003
DITECH January 1999 - April 2001
Skills
Account Management, Sales, Customer Satisfaction, Marketing, Finance, Competitive Analysis, Customer Service, Business Analysis, Training, Management, Networking, Equities, Business Development, Sales Management, Mortgage Lending
Education
University of California, Los Angeles 1994 — 1996
University of California, Los Angeles 1992 — 1994
Wells Fargo
Skills
Banking, Credit, Loans
Education
University of California, Riverside
Wells Fargo June 2015 - Present
Index Fund Advisors, Inc. June 2014 - September 2014
Luminous Capital January 2014 - March 2014
Challenged Athletes Foundation June 2013 - September 2013
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (BA), Economics
Tesoro High School 2007 — 2011
High School Diploma
Wells Fargo August 2009 - Present
jcpenney February 2005 - September 2009
Skills
Finance, Financial Analysis, Financial Services, Corporate Finance, Microsoft Excel, Microsoft Office, Banking, Leadership, Business Analysis, Customer Service, Sales, Risk Management, Process Improvement, Project Management, Financial Reporting, Data Analysis, Investments, Access, Outlook, Teamwork, Analysis, Financial Accounting
Education
University of Florida 2014 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
University of California, Riverside 2007 — 2009
Bachelor's degree, Finance, General
Wells Fargo July 2015 - Present
Saint Leo The Great School September 2014 - Present
UC Merced August 2013 - May 2014
UC Merced January 2012 - May 2013
Skills
Leadership Development, Residence Life, Problem Solving, Risk Management, Microsoft Excel, Leadership, Fundraising, Event Planning, Social Media, Social Networking
Education
University of California, Merced 2010 — 2014
Bachelor's Degree, Sociology
Wells Fargo 2009 - Present
Skills
Commercial Lending, Asset Based Lending, SBA 504, 7(a), Treasury Management, Commercial Banking, Cash Flow, Business Acquisition, New Business Development, Wealth Management..., Risk Management, Credit
Education
University of California, Los Angeles
Bachelor's degree, Political Sociology
ADP June 2012 - Present
Hillel at UCLA September 2010 - June 2012
Wells Fargo March 2008 - September 2010
Nordstrom June 2005 - February 2008
Skills
Spanish-speaking, Microsoft Word, Microsoft Excel, Customer Service, Teamwork, Leadership, Public Relations, Social Media Marketing, Highly personable, Highly responsible, Sales, Fundraising, Community Outreach, Public Speaking, PowerPoint, Social Media, Event Planning, Management, Customer Satisfaction, Team Building, Social Networking, Employee Benefits, California Labor Law, Human Resources, Workers Compensation, ADP Payroll, Benefits Administration, 401k, Payroll Taxes, Compliance, Small Business, Healthcare Management, PEO, Business Development, New Business Development, COBRA, Dispute Resolution, Networking, Payroll, Business Networking, Strategic Planning, Business Strategy, Business Analysis, Business Planning, Cash Management, Google Checkout, Accufund, Community Building, Wufoo, Salesforce.com
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Spanish & Community & Culture
CHIRLA February 2015 - Present
Asylum Clinic January 2014 - April 2014
National Immigration Law Center May 2013 - 2013
Bay Area Legal Aid June 2012 - August 2012
Wells Fargo January 2011 - July 2011
Anthropologie October 2010 - February 2011
Parenthood Mar Monte May 2009 - June 2010
CA Office of the Lieutenant Governor March 2009 - June 2009
Santa Cruz County Office of Education October 2008 - March 2009
Skills
Research, Non-profits, Spanish, Legal Research, Community Outreach, Legal Writing, Westlaw, Microsoft Office, Qualitative Research, Public Speaking, Event Planning, Customer Service, Microsoft Word, Policy Analysis, Politics
Education
UCLA School of Law 2011 — 2014
Juris Doctor, Law
University of California, Santa Cruz 2008 — 2010
Bachelor of Arts, Politics, Cum Laude
West Valley College 2006 — 2008
Liberal Arts A.A. Social Sciences A.A, Geography
Ogilvy & Mather Advertising September 2015 - Present
Wells Fargo July 2015 - Present
UCLA School of Theater, Film, and Television December 2014 - Present
Abc Family Channel June 2015 - Present
SAG-AFTRA 2012 - Present
Ninja Mom Entertainment April 2011 - Present
Ninja Mom® June 2010 - Present
AAA Hawaii January 2008 - Present
Renworld Inc January 2008 - Present
Warner Bros. Television January 2007 - Present
Skills
Television, Film, Acting, Music, Singing, Theatre, Entertainment, Voice Over, Casting, Independent Film, Comedy, Musical Theatre, Stage, Feature Films, Commercials, Festivals, Sound, Radio, Dance, Voice Acting, Improvisation, Screenwriting, Reality, Drama, Film Production, Plays, Video Production, Short Films, Video
Education
University of California, Los Angeles 2014 — 2016
UCLA Extension Certificate in Writing, Playwriting and Screenwriting
UCLA 1980 — 1984
Bachelor of Arts (B.A.), Theatre/Theater
University of California, Los Angeles 1980 — 1984
Bachelor of Arts, Theater, Music
Box June 2015 - Present
Box July 2014 - May 2015
Generate July 2012 - August 2012
Wells Fargo June 2012 - July 2012
Taringa! June 2011 - August 2011
Skills
Event Management, Event Planning, Sales, Social Networking, Business Development, Media Relations, Photoshop, Blogging, Facebook, Social Media
Education
UCLA
Communication Studies
University of Washington, Bothell June 2014 - June 2015
Wells Fargo August 2012 - March 2013
St. Francis Medical Center October 2010 - June 2012
Skills
Customer Service, Relationship Building, Close Attention to..., Teamwork, Research, Leadership, PowerPoint, Microsoft Word, Time Management, Teaching, Social Media
Education
University of Washington Bothell 2014 — 2015
Bachelor of Arts (BA), Community Psychology
University of California, Riverside 2009 — 2012
Zynga February 2015 - Present
JPMorgan Chase & Co. August 2014 - February 2015
Wells Fargo April 2014 - August 2014
Wells Fargo August 2012 - March 2014
The Accounting Society of University of California, Riverside March 2012 - March 2013
BPC Media Works January 2011 - January 2013
Internal Revenue Service January 2012 - March 2012
Skills
Payroll, ADP E-Time, ADP Payforce, ADP Payroll, Microsoft Excel, Microsoft Office, Time Management, Accounting, Customer Service, Data Entry, Microsoft Word, QuickBooks, New Hire Processes, PowerPoint, Sales, Leadership, Teamwork, Budgets, Workday, Public Speaking, Outlook, Inventory Management, Communication, Account Reconciliation, Employment Verifications, Payroll Administration, Bank Reconciliation, California Labor Law, W-2, Payroll Taxes, Income Tax, New Hire Paperwork, Multi-state Payroll..., Corporate Tax, Tax Preparation, Tax Accounting, Payroll Services, Financial Services, Stocks, Employee Benefits, Gaming Industry, 401k, visual basics
Education
University of California, Riverside 2011 — 2014
Bachelor's Degree, Business Administration
Naxa Electronics, Inc. November 2012 - September 2015
NATco (North American Textile Company) August 2011 - October 2011
Freelance Graphic Designer March 2009 - July 2011
WorkflowOne, A Standard Register Company June 1999 - February 2009
Victoria's Secret January 2006 - January 2008
Wells Fargo July 1992 - March 1997
Skills
Layout, Graphics, Brochures, Packaging, Graphic Design, Adobe Creative Suite, InDesign, Typography, Adobe Acrobat, Pre-press, Illustrator, Logo Design, Web Design, Advertising, Photoshop, Posters, Animated Presentations, Microsoft Office
Education
University of California, Los Angeles
Combined Computer Graphics and Graphic Design, Combined Computer Graphics and Graphic Design, Grade = A
AMA Computer College
Bachelor of Science in Computer Science, Computer Science and Programming
Kelby One and Lynda.com Online On-Going Training
Certification, Photoshop, Illustrator, InDesign, Web Design, HTML & CSS, Acrobat, Flash, Photography
CDI Career Development Institute, New York, NY
Unix, Database Management, C Programming, Computer Science and Programming, Grade point Average: 3.8
Compumatics, Los Angeles, CA
Quark Express, Microsoft Excel Certification, Grade: A
St. Paul's College Manila
B.S. Computer Science, Computer Science
Fairbanks Investment Funds March 2012 - Present
Banking/Strategy Consultant August 2011 - February 2012
OneWest Bank 2010 - 2011
Receivership Contractor for the FDIC 2009 - 2010
Pacific Capital Bancorp 2006 - 2007
City National Bank 2003 - 2005
Wells Fargo 1993 - 2003
Orange County, California 1995 - 1995
Skills
Commercial Lending, Commercial Banking, Credit, Loans, Small Business Lending, Portfolio Management, Asset Management, Mortgage Banking, Mortgage Lending, Loan Origination, Finance, Mergers & Acquisitions, Investments, Banking, Relationship Management, Wealth Management, Private Banking, Underwriting, Funding, Strategy, Financial Risk, Treasury Management, Cash Management, Financial Structuring, Credit Analysis, Credit Risk, Capital Markets, Financial Services, Due Diligence, Structured Finance, Retail Banking, Executive Management, Valuation, Asset Based Lending, Commercial Mortgages, Risk Management, Corporate Finance
Education
University of California, Los Angeles
Chase Bank March 2010 - Present
Instant Tax Service July 2009 - March 2010
Wells Fargo May 2008 - June 2009
Wells Fargo September 2006 - May 2008
Skills
Financial Management, Audit, Loss Prevention, Banking, Investment Banking, Retail Banking, Customer Service, Customer Experience, Customer Retention, Customer Acquisition, Mathematics
Education
UCLA 2005 — 2008
Bachelor of Science (BS), Mathematics
CKM Management December 2013 - Present
Wells Fargo September 2009 - Present
Wells Fargo Bank January 2000 - September 2009
Wells Fargo September 2007 - January 2009
Wells Fargo 2003 - September 2007
Wells Fargo 2002 - 2003
Wells Fargo August 2000 - August 2002
Wells Fargo January 2001 - January 2002
Wells Fargo January 2000 - January 2001
Wells Fargo August 2000 - November 2000
Skills
Perl, Vi, Microsoft Office, Unix, Java, Integration, Program Management, Project Management, Access, Windows, Oracle, Quality Assurance, Management, Testing, SQL, .NET, Visio, PL/SQL, Agile Methodologies, Shell Scripting, HTML, SDLC, Business Analysis, SharePoint, Software Development, Architectures, XML
Education
University of California, Los Angeles 1998 — 2000
Bachelor of Arts, Communications
Wells Fargo April 2008 - Present
Skills
Business Development, Banking, Mortgage Banking, Strategic Planning, Mortgage Lending, Loans, Residential Homes, Strategic Financial..., Commercial Banking, Real Estate
Education
University of California, Los Angeles 1977 — 1981
IBM 2015 - Present
Oracle 2012 - 2015
Exact Software 2010 - 2012
Alethea, Inc. "The Focus Blue Family of Technologies" 2008 - August 2010
Kronos 2004 - 2008
Wells Fargo 1999 - 2004
Payroll Online 1998 - 1999
Ceridian 1993 - 1998
ADP 1988 - 1993
Skills
Solution Selling, Data Center, Business Analytics, Sales Process, RFP, Enterprise Software, Channel Partners, Salesforce.com, SaaS, Customer Service, Customer Satisfaction, Strategy, Leadership, Sales Management, Business Development, Management, CRM, Sales, Team Building, Marketing Strategy, Team Leadership, Sales Operations, ERP, Direct Sales, Human Resources, Cross-functional Team..., Lead Generation, Business Process, Professional Services, Marketing, Cloud Computing, Business Intelligence, Go-to-market Strategy, Software Industry, Selling, Account Management, Strategic Partnerships, Product Management, Start-ups, Business Alliances, Product Marketing, Sales Enablement, Demand Generation, B2B, Sales Presentations
Education
University of California, Los Angeles
Bachelor of Arts, Economics
Wells Fargo September 2015 - Present
C-III Capital Partners/Zodiac Title Services March 2014 - September 2015
Assured Lender Services, Inc. January 2010 - March 2014
Arroyo Insurance Services January 2007 - June 2010
Security Weaver LLC January 2006 - June 2007
Corovan Moving & Storage January 2003 - January 2006
Skills
Business Development, Strategic Partnerships, Real Estate, Management, Leadership, Sales Management, Professional Mentoring, CRM, Sales, Strategy, Commercial Real Estate, Sales Coaching, Salesforce.com, Entrepreneurship, Customer Retention, Start-ups, Sales Growth, Strategic Planning, Contract Negotiation, Organizational..., Strategic Alliances, Marketing Strategy, Due Diligence, Executive Management, Sales Operations
Education
University of California, Riverside 1993 — 1997
B.A., Neuroscience, Psychology, Biology, Biochemistry
Wells Fargo January 2005 - Present
Skills
Marketing, Meeting Planning, Event Management, Event Planning, Social Media Marketing, Public Relations, Trade Shows, Corporate Events, Sales, Budgets, Marketing Communications, Hospitality, Sponsorship, Customer Service
Education
University of California, Los Angeles
Wells Fargo August 2000 - Present
Countrywide October 1998 - August 2000
Education
University of California, Los Angeles 1976 — 1980
Blizzard Entertainment May 2015 - Present
Golden State Foods March 2015 - May 2015
UCLA January 2015 - February 2015
St. Joseph Health February 2012 - September 2014
Wells Fargo February 2011 - September 2011
Ingram Micro April 2008 - January 2011
The Olson Company July 2002 - January 2008
Skills
Security Program..., PMP, CISSP, Project Management, IT Strategy, Infrastructure Strategy...
Education
University of California, Los Angeles 1991 — 1994
Bachelor of Science, Physiological Science
Wells Fargo October 2013 - Present
Model N October 2012 - October 2013
WELLS FARGO & COMPANY August 2009 - September 2012
WELLS FARGO & COMPANY March 2007 - August 2009
WELLS FARGO & COMPANY September 2006 - March 2007
Wind River 2005 - 2006
Agilent Technologies 2001 - 2005
Skills
Banking, Financial Modeling, Financial Analysis, Credit, Restructuring, Real Estate Economics
Education
University of Southern California - Marshall School of Business 1999 — 2001
MBA, Finance and Strategy
University of California, Los Angeles 1990 — 1995
Bachelor's degree, Economics
Loyola High School
MAP Alternative Asset Management Company, LLC October 2011 - November 2012
Pimco October 2007 - August 2011
Wells Fargo June 2005 - October 2007
American Express October 2003 - June 2005
Skills
Investments, Fixed Income
Education
University of California, Riverside 1998 — 2003
BS, Business Administration
California Bank & Trust March 2014 - Present
Comerica Bank July 2012 - March 2014
Union Bank May 2008 - July 2012
Washington Mutual February 2006 - October 2007
Wells Fargo December 2000 - January 2006
Skills
Loans, Credit, Banking, Mortgage Lending, Consumer Lending, Small Business Lending, Credit Analysis, Commercial Banking, Commercial Lending, Loan Origination, Lines Of Credit, Mortgage Banking, Retail Banking, Portfolio Management, Credit Risk, Series 7, Financial Analysis, Cross Selling, Series 63, Refinance, Treasury Management, Wealth Management
Education
University of California, Los Angeles 2004 — 2006
St. John Bosco
First Cornerstone Bank June 2013 - Present
Eisele Wealth Management Consulting June 2011 - May 2013
Wells Fargo 2008 - 2011
Millenium Wealth Management and Private Banking 2004 - 2008
Harleysville National Bank 2004 - 2007
Bank of America 2002 - 2004
Gruntal & Co., LLC 1999 - 2002
Sutro & Co. (Tucker Anthony Sutro) 1995 - 1999
Prudential Securities 1987 - 1995
Prudential Securities 1984 - 1987
Skills
Marketing, Product Development, Market Analysis, Investment Advisory..., Investments, Asset Managment, Portfolio Management, Retirement Planning, Strategic Financial..., Asset Allocation
Education
University of Pennsylvania - The Wharton School 1996 — 1998
Certificate, Securities Industry Institute
University of California, Los Angeles 1962 — 1964
BA, Political Science - International Relations
Wells Fargo 2003 - April 2014
Wells Fargo 2002 - 2002
Wells Fargo 2000 - 2002
Medi-USA 1999 - 1999
Gallo Wine Company 1998 - 1999
Gallo Wine Company 1997 - 1998
Skills
Financial Analysis, Insurance, Customer Service, Process Improvement, Team Building, Management, Consumer Lending, Team Leadership, New Business Development, Lines Of Credit, Account Management, Microsoft Office, Certified Trainer, Development, Strategic Planning, Strategic Forecasting, Creating, Staff Development, Leadership Development, Coaching, Team Development, Client/Vendor Relations, Customer Centric, Business Strategies, Analyzing, Operational Development, Regulatory Requirements, Rolling Wave Planning, Employee Training, Sales Techniques, Customer Facing, Sales Objectives, Business Software, Expense Control, Visibility, Client Relations, Core Competencies, Customer Education, Policies and Procedures, Best Practices
Education
University of California, Riverside 1992 — 1996
Bachelor of Science, Business Administration
Elliott Homes Inc. 2015 - Present
Mutual of Omaha Bank 2013 - 2015
Wells Fargo 2012 - 2012
Security One Lending 2011 - 2012
Wells Fargo 2011 - 2011
Independent 2006 - 2011
Countrywide KB Home Loans 2003 - 2006
Fannie Mae 2002 - 2003
Skills
Sales, Mortgage Lending, Reverse Mortgages, Renovtion Lending
Education
UCLA
Bachelor's degree
University of California, Los Angeles
Bachelor of Arts (B.A.)
Wells Fargo Bank July 2009 - Present
Wells Fargo April 2007 - July 2009
Education
University of California, Los Angeles 1999 — 2003
Wells Fargo Business System ConsultantWells Fargo Bank2001 - Present
Wells Fargo 2004 - 2011
Education
University of California, Los Angeles 1968 — 1970
Lions Clubs International December 2014 - Present
City National Bank November 2012 - Present
Bank of the West February 2003 - November 2012
Select Personnel Services August 2001 - February 2003
Santa Barbara Bank & Trust April 1998 - August 2001
Wells Fargo August 1995 - April 1998
Skills
Financial Analysis, Mortgage Lending, Commercial Lending, Commercial Banking, Banking, Loans, Retail Banking, Finance, Investments, Sales Management, Insurance, New Business Development, Leadership, Wealth Management, Customer Service, Strategic Financial..., Small Business Lending, Credit, Consumer Lending, Loan Origination, Entrepreneurship, Small Business, Executive Management, Underwriting, Sales, Business Development, Real Estate, Team Building, Budgets, Negotiation, Time Management, Training, Management, Portfolio Management, Business Planning, Financial Services, Customer Retention, Due Diligence, Credit Analysis, Mortgage Banking, Asset Management, Branch Management, Relationship Management, Cash Management, Risk Management, SBA, Lines Of Credit, Deposits, Credit Risk, Branch Banking
Education
University of California, Santa Barbara 1993 — 1996
Bachelor of Arts (B.A.), Mathematics & Psychology
University of California, Los Angeles
Certified FInancial Planning
Wells Fargo January 2013 - Present
Wells Fargo November 2006 - December 2012
Comerica Bank September 2002 - November 2006
Monster July 1999 - December 2001
First Tech Credit Union September 1998 - July 1999
US Bank September 1996 - March 1998
Skills
Loans, Credit, Banking, Portfolio Management, Wholesale, Asset Based Lending, Commercial Lending, Financial Services, Cash Management, Underwriting, Commercial Banking, Finance, Management, Treasury Management, Business Development, Financial Structuring
Education
University of Oregon 1994 — 1998
B.S.
UCLA 2004 — 2006
Certificate
Rovi April 2013 - Present
YP.com January 2011 - May 2013
Wells Fargo April 2009 - 2010
AT&T January 2005 - April 2009
Skills
Java, Oracle, SQL, Web Services, MySQL, Databases, REST, Spring, Eclipse, Hive, XML, Design Patterns, JavaScript, JSP, C++, AJAX, jQuery, HTML, Apache, PHP, JMS, JSON, Hadoop, Agile Methodologies, Tomcat, Software Engineering, Integration, Web Applications, Spring Framework
Education
University of California, Riverside 2001 — 2004
BS, Computer Science
Life Technologies (merger of Applied Biosystems & Invitrogen) 2012 - Present
Life Technologies 2010 - 2012
Life Technologies 2009 - 2010
Life Technologies 2009 - 2009
Life Technologies 2008 - 2008
Wells Fargo Bank 2003 - 2007
Wells Fargo 2002 - 2003
Wells Fargo 2000 - 2002
Skills
Management, Mergers & Acquisitions, Financial Services, Commercial Lending, Portfolio Management, Structuring Loans, Underwriting, Loan Servicing, Financial Analysis, Market Analysis, Due Diligence, Debt Restructuring, Troubled Assets, Market Development, Trend Analysis, Forecasting, Financial Modeling, Competitive Analysis, SWOT, Data Mining, Executive Reporting, Product Introduction, Pricing Optimization, Change Management, Workforce Planning, Integration Planning, Contingent Workforce, Transfer Pricing, Performance Metrics, Roadmap, KPI Dashboards
Education
University of San Diego
Master of Business Administration (M.B.A.)
University of California, Los Angeles
Bachelor of Arts (B.A.), International Economics
Kayne Anderson Capital Advisors 2005 - Present
Kayne Anderson Rudnick 2001 - 2004
Codexa Corporation 2000 - 2001
Wilshire Associates 1995 - 2000
Wells Fargo 1995 - 2000
Skills
Alternative Investments
Education
University of Southern California - Marshall School of Business 1992 — 1995
MBA, Corporate Finance
University of California, Los Angeles
BA, Economics
Striiv Inc. November 2014 - Present
Perfect World Entertainment, Inc. June 2014 - October 2014
Aeria Games & Entertainment November 2011 - November 2013
Gala-Net February 2011 - October 2011
Wells Fargo January 2010 - February 2011
Skills
Microsoft Excel, Social Networking, PowerPoint, Customer Service, Microsoft Office, Social Media, Microsoft Word, Outlook, Photoshop, Facebook, Event Planning, Marketing, Social Media Marketing, Team Leadership, Video Games, CSS, HTML, Project Management, Localization, Quality Assurance, Mobile Devices, Management, Mobile Games, Game Design, Monetization, JIRA, Online Gaming, Social Games, MMO, Product Management, Gaming, Agile Project Management
Education
University of California, Los Angeles
Wells Fargo January 2012 - Present
Comerica Bank 2004 - December 2011
Comerica Bank 2004 - 2007
BriteStone USA, Inc. Segyung Company 2003 - 2004
Skills
Commercial Lending, Commercial Banking, Asset Based Lending, Banking, Credit Analysis, Loans, Financial Analysis, Credit, Underwriting, Portfolio Management, Middle Market, Treasury Management, Lines Of Credit, Loan Origination
Education
University of California, Los Angeles 2000 — 2003
B.A.
Gibson, Dunn & Crutcher LLP May 2013 - Present
Wells Fargo June 2010 - July 2012
Wells Fargo May 2009 - August 2009
Marcus & Millichap January 2009 - May 2009
Prudential Property Investment Managers June 2008 - August 2008
Fisher Investments March 2007 - March 2007
Pacific Peninsula Group May 2005 - August 2006
Skills
Real Estate Economics, Valuation, Financial Analysis, Investments, Financial Modeling, Real Estate, Asset Management
Education
UCLA School of Law 2012 — 2015
University of Southern California - Marshall School of Business 2006 — 2010
Worldpay August 2014 - Present
Wells Fargo Bank July 2010 - August 2014
Countrywide Bank June 2007 - February 2009
Countrywide Bank April 2006 - June 2007
Wells Fargo 2005 - 2006
Wells Fargo December 2004 - August 2005
Wells Fargo Bank 2001 - 2002
Skills
Sales Operations, Banking, Sales Management, Start-ups, Finance, Credit, Strategic Planning, Management, Selling, Loans, Sales, Customer Service, Commercial Banking, Leadership, Mortgage Lending, Investments, Financial Analysis, Credit Cards, Retail Banking, Small Business Lending, Financial Modeling, Credit Analysis, Strategic Financial..., Relationship Management, Business Development
Education
University of California, Los Angeles 1995 — 2000
Bachelors, Economics
Wells Fargo January 2010 - Present
United Commercial Bank/East West Bank July 2007 - January 2010
Skills
Commercial Lending, Loans, Small Business Lending, Credit Analysis, Underwriting, Commercial Mortgages, Commercial Banking, Banking, Lines Of Credit, Credit, Portfolio Management, Loan Origination, SBA, Asset Based Lending, Refinance, Mortgage Lending, Retail Banking, Cash Management, Construction Loans, Consumer Lending, Treasury Management, Credit Risk
Education
University of California, Los Angeles 2003 — 2007
BS, Economics, Accounting
Patient Inisight June 2015 - Present
Halio Health January 2013 - June 2015
Raytheon / Computer Sciences Corporation January 2009 - August 2012
Best Western International March 2006 - December 2008
Homestore June 2005 - January 2006
Wells Fargo October 2004 - March 2005
Boeing January 2004 - May 2004
Internal Revenue Service June 2003 - January 2004
UPS FREIGHT SERVICES May 2002 - March 2003
WASTE MANAGEMENT, INC October 2001 - May 2002
Skills
Java, SQL, JavaScript, C++, HTML, C#, XML, Microsoft SQL Server, MySQL, Software Development, CSS, .NET, Windows, Oracle, Project Management, Microsoft Office, PeopleSoft, SAP
Education
University of California, Los Angeles
University of Southern California
Bachelor of Arts, Communications
Wells Fargo June 2013 - Present
Omega Accounting Solutions, Inc. July 2012 - May 2013
Traffic Control & Safety Corp. September 2011 - June 2012
ARAMARK July 2009 - September 2011
Oakley January 2009 - July 2009
The Mexmil Company June 2006 - September 2008
Skills
Finance, Income Statement, Account Reconciliation, Accounts Payable, Payroll, General Ledger, Management, Fixed Assets, Journal Entries, Invoicing, Financial Statements, Variance Analysis, Microsoft Excel, Bank Reconciliation, Accruals, Analysis, Sales, Forecasting, Accounting, Financial Analysis, Retail, Auditing, Inventory Management, Internal Controls, Financial Reporting, Accounts Receivable, Cash Flow, Budgets, Cost Accounting
Education
University of California, Los Angeles
B.A., Political Science
University of Southern California - Marshall School of Business
M.B.A., Masters in Business Administration
Wells Fargo July 2013 - Present
Self-Employed January 2010 - Present
Wells Fargo December 2012 - June 2013
Max Mara Fashion Group July 2012 - November 2012
Transparent Productions January 2012 - July 2012
Tory Burch LLC April 2010 - December 2011
Skills
Event Planning, Music Theory, Photoshop, Event Management, Blogging, Music Education, Facebook, Editing, Microsoft Office, Music, Social Networking, Social Media, Social Media Marketing, Sales, Teaching, Creative Writing
Education
University of California, Los Angeles 2008 — 2012
Bachelor's degree, Ethnomusicology
Wells Fargo January 2010 - Present
Wells Fargo August 2002 - December 2010
Education
University of Southern California - Marshall School of Business
Master of Business Administration (MBA), Marketing & Finance
University of California, Los Angeles
Bachelor's degree, Psychology and History
Wells Fargo September 2011 - Present
Wells Fargo Bank March 2011 - September 2012
HD Vest May 2010 - February 2011
Charles Schwab August 2005 - January 2009
Charles Schwab May 2000 - August 2005
Skills
Risk Management, PMO, Testing, Quality Assurance, Vendor Management, Financial Services, Requirements Analysis, Business Requirements, Program Management, Business Analysis, Visio, Training, Project Management
Education
University of California, Los Angeles 1986 — 1991
Wells Fargo January 2009 - Present
Wells Fargo 1996 - May 2009
Wells Fargo Bank March 1997 - April 2009
Big Brothers Big Sisters of Honolulu February 1993 - June 1995
First Interstate Bank of Hawaii April 1986 - February 1992
Bank of Hawaii April 1984 - February 1986
First Interstate Bank 1968 - 1984
Education
University of California, Los Angeles 1976 — 1978
BA, Finance
Corporate Resource Services December 2013 - Present
Treliant Risk Advisors June 2013 - December 2013
Fortace, LLC February 2013 - June 2013
Allonhill October 2012 - December 2012
Solomon Edwards Group October 2011 - June 2012
USAA September 2010 - March 2011
Wells Fargo February 2009 - August 2009
Skills
Financial Analysis, Business Analysis, Risk Management, Anti Money Laundering, Bank Secrecy Act, International Banking..., OFAC, SAR, Enhanced Due Diligence, Customer Due Diligence
Education
University of California, Los Angeles 1979 — 1983
Bachelors, Business Administration
Wells Fargo SVP/Region ManagerFirst Interstate Bank1980 - 1996
Education
University of California, Los Angeles 1970 — 1983
PhD, History
Google September 2013 - Present
Google January 2011 - August 2013
Wells Fargo July 2008 - January 2011
Wells Fargo June 2007 - September 2007
Skills
Financial Reporting, Financial Analysis, Data Analysis, Financial Modeling, Entrepreneurship, Analytics, Corporate Finance, Valuation, Competitive Analysis
Education
University of California, Los Angeles 2004 — 2008
Business Economics, Education
Well Fargo Home Mortgage Inc April 2015 - Present
Citi May 2013 - March 2015
Wells Fargo January 2012 - April 2013
Northwestern Mutual April 2010 - January 2012
The Valley Economic Development Center July 2009 - May 2010
Morgan Stanley Smith Barney January 2009 - March 2009
Skills
Financial Modeling, Financial Analysis, Small Business Lending, Credit, Business Development, Credit Analysis, Investments, Portfolio Management, Customer Service, Strategic Financial...
Education
University of California, Los Angeles 2008 — 2012
TRADE AND INVESTMENT April 2003 - Present
Wells Fargo June 2004 - April 2009
Education
University of California, Los Angeles 2001 — 2005
BS, Bio
Wells Fargo August 2008 - Present
Skills
Mortgage Lending, Mortgage Banking, FHA, Residential Mortgages, Consumer Lending, Lines Of Credit, Real Estate Financing, Home Equity Loans, Sales
Education
UCLA 2000 — 2004
Bachelors of Science, Political Science
Blackstone Launchpad at UCLA September 2014 - June 2015
Evolve CFO January 2014 - June 2014
Chinatown Service Center June 2011 - September 2013
UCLA Anderson School of Management June 2012 - June 2013
Wells Fargo July 2011 - September 2011
Chatsworth High School September 2010 - June 2011
Chinatown Business Improvement District June 2009 - June 2010
Skills
Market Analysis, Research, PowerPoint, Data Analysis, Microsoft Office, Business Strategy, Strategic Planning, Event Management, Teamwork
Education
UCLA
Wells Fargo January 2013 - Present
Suntsu Frequency Control, Inc. October 2010 - October 2011
Skills
Business Development, Computer Hardware, Contract Negotiation, Customer Service, Enterprise Software, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Operating Systems, PowerPoint, Sales, Strategic Planning, Windows
Education
University of California, Los Angeles
Bachelor's degree, Psychology
Wells Fargo March 2013 - Present
City of Fort Myers December 2012 - February 2013
Private Consulting January 2004 - November 2012
Hewlett-Packard Computers October 2000 - December 2003
Dash.com July 2000 - October 2000
Standish, Ayer and Wood September 1999 - July 2000
State Street Bank August 1998 - September 1999
Fidelity Investments, FACS Systems March 1998 - July 1998
Zurich Scudder Investments March 1997 - March 1998
Zurich Scudder Investments March 1996 - March 1998
Skills
Accounting, Finance, Investments, Medicine, Analysis, Microsoft SQL Server, Teamwork, Data Analysis, Project Management, IT Management, Business Intelligence, Databases, Financial Reporting, Financial Statements, Data Warehousing, ETL, SSIS, Data Modeling, Management, IIS, Software Documentation, Integration, Access, Troubleshooting, Security, T-SQL, SQL, Performance Tuning
Education
University of Utah
MBA, Finance and Computers
MCSA SQL 2012
Microsoft Charter Certified at Certification Camps
University of California, Riverside
Bachelor of Science, Biochemistry
Wescom Financial Services August 2013 - Present
Wescom Financial Services July 2010 - February 2011
Morgan Stanley Wealth Management November 2008 - June 2010
Wescom Financial Services May 2006 - September 2008
Wells Fargo August 2005 - April 2006
Skills
Retirement Planning, Investments, Mutual Funds, Financial Analysis, Series 7, Equities, Fixed Annuities, Securities, Retirement, Banking, Wealth Management, Series 63, Portfolio Management, Fixed Income, Insurance, Bloomberg, Financial Services
Education
UCLA 2000 — 2002
Bachelor of Arts (BA), Economics
WorldWide Investment Consultants October 1994 - Present
Wells Fargo 1980 - 1992
Skills
Corporate Finance, Marketing, Private Equity, Business Strategy, Finance, Due Diligence, Banking, Entrepreneurship, Management Consulting, Mergers, Investments, Strategic Planning
Education
UCLA
MBA, Economics
Wells Fargo July 2015 - Present
Bank of America June 2014 - July 2015
HomeStreet Bank November 2012 - June 2014
Wells Fargo Home Mortgage May 2005 - November 2012
Skills
Mortgage Banking, Refinance, FHA, Mortgage Lending, FHA financing, Loan Origination, Residential Mortgages, Investment Properties, Banking, Loans, First Time Home Buyers, VA loans, Credit, USDA, FHA Financing
Education
UCLA 1997 — 2001
BA, Spanish Literature
University of California, Los Angeles
Chase May 2013 - Present
Wells Fargo June 2007 - May 2013
Cinemark May 2005 - July 2008
Skills
Customer-focused, Top-notch Customer..., Bilingual, Tech-savvy, Microsoft Excel, Microsoft Word, Social Media, Cash-flow Management, Retail Banking, Sales, Teamwork, Superior Work Ethic, Customer Service
Education
University of California, Merced 2009 — 2011
Bachelor of Arts (BA), Psychology minor in Management
University of California, Merced 2009 — 2011
Psychology
The Mortgage Relief Advocates Group, LLC July 2011 - Present
Wells Fargo November 2008 - July 2011
Great Western Home Loans April 2005 - November 2008
Education
UCLA
Bachelor of Science (B.S.), Business/Finance/Economics