Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Employee
Years
Job
Industry
Jeffrey D Bakus Jeffrey D Bakus's Wells Fargo Experience 2001 - 2002
Job Director | Enterprise Analytics at Oracle
Industry Information Technology and Services
Experience
Oracle September 2015 - Present
Adaptive Insights July 2012 - June 2015
Host Analytics, Inc. August 2011 - July 2012
Cisco Systems January 2010 - August 2011
Vanco Capital and Investments, LLC / Vanco Real Estate and Winter Capital April 2002 - January 2010
Wells Fargo 2001 - 2002
Loancity.com January 1999 - January 2001
National Bank of the Redwoods Allied Federal Allied Diversified Credit CUSO January 1995 - January 1999
Benefical Finance 1993 - January 1995
Skills
Consultative Selling, B2B, Sales Process, Key Account Development, Start-ups, Salesforce.com, Sales Management, Solution Selling, SaaS, Demand Generation, Strategic Planning, Account Management, Lead Generation, New Business Development, Negotiation, Software Sales, Forecasting, Selling, Contract Negotiation, Customer Service, Enterprise Software, E-commerce, Product Management, Analytics, Direct Sales, Leadership, Training, Strategy, Sales Operations, Management, Go-to-market Strategy, Strategic Partnerships, Product Marketing, Cloud Computing, Professional Services, Sales, CRM, Cold Calling, Sales Enablement, Business Development, Sales Presentations, Cross-functional Team..., Channel Partners, Partner Management, Unified Communications, Adaptive Planning, Adaptive Discovery, Adaptive Consolidation, Security, Competitive Analysis
Education
University of California, Santa Barbara
Bachelor’s Degree
Oracle September 2015 - Present
Adaptive Insights July 2012 - June 2015
Host Analytics, Inc. August 2011 - July 2012
Cisco Systems January 2010 - August 2011
Vanco Capital and Investments, LLC / Vanco Real Estate and Winter Capital April 2002 - January 2010
Wells Fargo 2001 - 2002
Loancity.com January 1999 - January 2001
National Bank of the Redwoods Allied Federal Allied Diversified Credit CUSO January 1995 - January 1999
Benefical Finance 1993 - January 1995
Skills
Consultative Selling, B2B, Sales Process, Key Account Development, Start-ups, Salesforce.com, Sales Management, Solution Selling, SaaS, Demand Generation, Strategic Planning, Account Management, Lead Generation, New Business Development, Negotiation, Software Sales, Forecasting, Selling, Contract Negotiation, Customer Service, Enterprise Software, E-commerce, Product Management, Analytics, Direct Sales, Leadership, Training, Strategy, Sales Operations, Management, Go-to-market Strategy, Strategic Partnerships, Product Marketing, Cloud Computing, Professional Services, Sales, CRM, Cold Calling, Sales Enablement, Business Development, Sales Presentations, Cross-functional Team..., Channel Partners, Partner Management, Unified Communications, Adaptive Planning, Adaptive Discovery, Adaptive Consolidation, Security, Competitive Analysis
Education
University of California, Santa Barbara
Bachelor’s Degree
Ross Anderson, CMFC® Ross Anderson, CMFC®'s Wells Fargo Experience December 2001 - October 2003
Job Wealth Manager at AmeriFlex Financial Services
Industry Financial Services
Experience
AmeriFlex Financial Services December 2013 - Present
Signature Resources December 2010 - December 2013
Retirement Strategies Group January 2009 - December 2010
Dyer Beech July 2008 - April 2009
Accredited Home Lenders October 2003 - June 2008
Wells Fargo December 2001 - October 2003
Vector Marketing 1997 - 1998
Education
University of California, San Diego 1997 — 2003
Corona Del Mar High School 1995 — 1997
Monte Vista HS
AmeriFlex Financial Services December 2013 - Present
Signature Resources December 2010 - December 2013
Retirement Strategies Group January 2009 - December 2010
Dyer Beech July 2008 - April 2009
Accredited Home Lenders October 2003 - June 2008
Wells Fargo December 2001 - October 2003
Vector Marketing 1997 - 1998
Education
University of California, San Diego 1997 — 2003
Corona Del Mar High School 1995 — 1997
Monte Vista HS
Jordan Adams Jordan Adams's Wells Fargo Experience August 2006 - April 2007
Job Multilingual business professional specializing in taxation and public accounting
Industry Higher Education
Experience
University of Miami November 2012 - Present
Berkowitz Pollack Brant: Advisors and Accountants July 2014 - July 2014
University of Miami May 2010 - November 2012
Cuban Heritage Collection, University of Miami January 2009 - May 2010
University of Miami August 2008 - May 2010
Pleasant Holidays May 2007 - July 2008
Wells Fargo August 2006 - April 2007
Skills
Tax, Accounting, Spanish, Event Management, Recruiting, Data Analysis, Business Strategy, Budgets, Program Management, Event Planning, Microsoft Excel, Financial Analysis, Leadership Development, Economics, Social Media, Higher Education, Marketing Strategy, Econometrics, Public Speaking, Business Development, Customer Service, Team Management, Fundraising, Microsoft Office, Sales, Social Media Marketing, Research, Financial Modeling, Leadership, Spanish-English, Eviews, Latin America, Web Development, Customer Management, Grant Writing, Marketing, Human Resources, Student Affairs
Education
University of Miami - School of Business 2013 — 2015
Master of Science in Taxation (MST)
University of Miami 2008 — 2010
Master of Arts (M.A.), Latin American Studies
University of California, San Diego 2001 — 2006
Bachelor of Science (B.S.), Management Science
University of Miami November 2012 - Present
Berkowitz Pollack Brant: Advisors and Accountants July 2014 - July 2014
University of Miami May 2010 - November 2012
Cuban Heritage Collection, University of Miami January 2009 - May 2010
University of Miami August 2008 - May 2010
Pleasant Holidays May 2007 - July 2008
Wells Fargo August 2006 - April 2007
Skills
Tax, Accounting, Spanish, Event Management, Recruiting, Data Analysis, Business Strategy, Budgets, Program Management, Event Planning, Microsoft Excel, Financial Analysis, Leadership Development, Economics, Social Media, Higher Education, Marketing Strategy, Econometrics, Public Speaking, Business Development, Customer Service, Team Management, Fundraising, Microsoft Office, Sales, Social Media Marketing, Research, Financial Modeling, Leadership, Spanish-English, Eviews, Latin America, Web Development, Customer Management, Grant Writing, Marketing, Human Resources, Student Affairs
Education
University of Miami - School of Business 2013 — 2015
Master of Science in Taxation (MST)
University of Miami 2008 — 2010
Master of Arts (M.A.), Latin American Studies
University of California, San Diego 2001 — 2006
Bachelor of Science (B.S.), Management Science
Stephanie Beckman Stephanie Beckman's Wells Fargo Experience 2005 - 2008
Job Area Network Manager West Region at ClubCorp
Industry Hospitality
Experience
ClubCorp June 2013 - Present
For One Another Foundation 2012 - Present
ResorTime.com 2008 - 2012
Wells Fargo 2005 - 2008
Skills
Marketing Strategy, Social Media Marketing, Customer Service, Sales Management, Marketing Communications, Email Marketing, Social Media, New Business Development, Account Management, Sales, Lead Generation, Online Marketing, Non-profit..., Event Management, Operations Management, New Hires, New Hire Processes, Management, Revenue Forecasting, Revenue Analysis, Web Analytics, Career Counseling, Online Advertising, Strategic Planning, Merchant Services, Hotels, Hospitality, Marketing, Timeshare
Education
University of California, San Diego 2002 — 2004
ClubCorp June 2013 - Present
For One Another Foundation 2012 - Present
ResorTime.com 2008 - 2012
Wells Fargo 2005 - 2008
Skills
Marketing Strategy, Social Media Marketing, Customer Service, Sales Management, Marketing Communications, Email Marketing, Social Media, New Business Development, Account Management, Sales, Lead Generation, Online Marketing, Non-profit..., Event Management, Operations Management, New Hires, New Hire Processes, Management, Revenue Forecasting, Revenue Analysis, Web Analytics, Career Counseling, Online Advertising, Strategic Planning, Merchant Services, Hotels, Hospitality, Marketing, Timeshare
Education
University of California, San Diego 2002 — 2004
Julia Routhier Julia Routhier's Wells Fargo Experience 2015 - 2015
Job Category Marketing Manager at Walmart eCommerce via Enterprise
Industry Marketing and Advertising
Experience
Wells Fargo 2015 - 2015
Walmart eCommerce (via Enterprise Solutions) October 2014 - December 2014
Cisco Systems September 2010 - December 2013
Cisco (via Spherion) July 2008 - August 2010
Jamba Juice September 2006 - July 2008
Roberts Irrigation January 2006 - June 2006
JCPenney December 2002 - December 2003
Skills
Marketing Communications, Email Marketing, Social Media Marketing, Social Media, Marketing Strategy, Marketing, Copywriting, Cross-functional Team..., Demand Generation, Management, Social Networking, Photoshop, Spanish, Marketing Management, Advertising, Analytics, Facebook, B2B Marketing, Lead Generation, Go-to-market Strategy, Google Analytics, Promotions, Leadership, HTML, Market Research, Strategic Communications, Social Media Measurement, Product Launch, Customer Segmentation..., Marketo, Facebook Marketing, Facebook Fan Page..., Twitter, Data Segmentation, Database Administration, Customer Lifecycle..., Product Marketing, SEM, Affiliate Marketing, Digital Marketing, CRM
Education
Technológico de Monterrey, EGADE Business School, Mexico 2004 — 2005
Masters of Marketing, International Marketing
University of San Diego 2003 — 2005
Master of Business Administration (MBA), International Business
University of California, Santa Barbara 1996 — 2001
BS, BA, Biology, Spanish
Wells Fargo 2015 - 2015
Walmart eCommerce (via Enterprise Solutions) October 2014 - December 2014
Cisco Systems September 2010 - December 2013
Cisco (via Spherion) July 2008 - August 2010
Jamba Juice September 2006 - July 2008
Roberts Irrigation January 2006 - June 2006
JCPenney December 2002 - December 2003
Skills
Marketing Communications, Email Marketing, Social Media Marketing, Social Media, Marketing Strategy, Marketing, Copywriting, Cross-functional Team..., Demand Generation, Management, Social Networking, Photoshop, Spanish, Marketing Management, Advertising, Analytics, Facebook, B2B Marketing, Lead Generation, Go-to-market Strategy, Google Analytics, Promotions, Leadership, HTML, Market Research, Strategic Communications, Social Media Measurement, Product Launch, Customer Segmentation..., Marketo, Facebook Marketing, Facebook Fan Page..., Twitter, Data Segmentation, Database Administration, Customer Lifecycle..., Product Marketing, SEM, Affiliate Marketing, Digital Marketing, CRM
Education
Technológico de Monterrey, EGADE Business School, Mexico 2004 — 2005
Masters of Marketing, International Marketing
University of San Diego 2003 — 2005
Master of Business Administration (MBA), International Business
University of California, Santa Barbara 1996 — 2001
BS, BA, Biology, Spanish
Malana Moberg Malana Moberg's Wells Fargo Experience 1992 - 1997
Job Marketing and Management Consultant
Industry Management Consulting
Experience
The RoMa Group April 2006 - Present
First Republic Bank September 2014 - June 2015
AssetMark March 2014 - September 2014
Franklin Templeton Investments 2011 - 2013
The Financial Women's Association of San Francisco January 2012 - December 2012
Charles Schwab 1997 - 2011
Silicon Valley Bank 2007 - 2010
San Francisco Small Business Development Center 2002 - 2009
Visa 1998 - 1999
Wells Fargo 1992 - 1997
Skills
Market Research, Segmentation, Financial Services, Product Launch, Internal Communications, Management Consulting, Marketing, Strategy, Product Marketing, Marketing Communications, Strategic Planning, Management, Start-ups, Leadership, Project Management, Marketing Strategy, Business Strategy, Training, Market Planning, Direct Marketing, Integrated Marketing, Competitive Analysis, Program Management, Business Development, Process Improvement, Market Analysis, Consulting, Product Management, Strategic Partnerships
Education
University of California, Santa Barbara 1983 — 1987
BA, Business Economics
The RoMa Group April 2006 - Present
First Republic Bank September 2014 - June 2015
AssetMark March 2014 - September 2014
Franklin Templeton Investments 2011 - 2013
The Financial Women's Association of San Francisco January 2012 - December 2012
Charles Schwab 1997 - 2011
Silicon Valley Bank 2007 - 2010
San Francisco Small Business Development Center 2002 - 2009
Visa 1998 - 1999
Wells Fargo 1992 - 1997
Skills
Market Research, Segmentation, Financial Services, Product Launch, Internal Communications, Management Consulting, Marketing, Strategy, Product Marketing, Marketing Communications, Strategic Planning, Management, Start-ups, Leadership, Project Management, Marketing Strategy, Business Strategy, Training, Market Planning, Direct Marketing, Integrated Marketing, Competitive Analysis, Program Management, Business Development, Process Improvement, Market Analysis, Consulting, Product Management, Strategic Partnerships
Education
University of California, Santa Barbara 1983 — 1987
BA, Business Economics
Matthew Corley Matthew Corley's Wells Fargo Experience May 2015 - Present
Job Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2015 - Present
Wells Fargo January 2015 - May 2015
Wells Fargo February 2014 - January 2015
Wells Fargo September 2012 - February 2014
Wells Fargo June 2011 - September 2011
Tahoe Donner Association June 2010 - September 2010
Crown Worldwide Moving and Storage June 2009 - September 2009
Menlo Park Police Department June 2008 - September 2008
Matt and Marjorie's Ice Cream June 2006 - December 2006
Skills
Excel, Microsoft Office, Accounting, Financial Analysis, PowerPoint, Microsoft Word, Social Media, Research, Customer Service, Public Speaking, Investments, Outlook, Leadership, Teamwork, Time Management, Microsoft Excel, Finance, Analysis
Education
University of California, Santa Barbara 2008 — 2012
Major, Business/Economics and Philosophy
Menlo School 2004 — 2008
Wells Fargo May 2015 - Present
Wells Fargo January 2015 - May 2015
Wells Fargo February 2014 - January 2015
Wells Fargo September 2012 - February 2014
Wells Fargo June 2011 - September 2011
Tahoe Donner Association June 2010 - September 2010
Crown Worldwide Moving and Storage June 2009 - September 2009
Menlo Park Police Department June 2008 - September 2008
Matt and Marjorie's Ice Cream June 2006 - December 2006
Skills
Excel, Microsoft Office, Accounting, Financial Analysis, PowerPoint, Microsoft Word, Social Media, Research, Customer Service, Public Speaking, Investments, Outlook, Leadership, Teamwork, Time Management, Microsoft Excel, Finance, Analysis
Education
University of California, Santa Barbara 2008 — 2012
Major, Business/Economics and Philosophy
Menlo School 2004 — 2008
Ted Hillison Ted Hillison's Wells Fargo Experience March 1993 - August 1999
Job District Mortgage Manager at U.S. Bank Home Mortgage
Industry Banking
Experience
U.S. Bank July 2014 - Present
JPMorgan Chase May 2010 - June 2014
Gameplan Financial March 2008 - October 2008
LION Inc. February 2007 - December 2007
JPMorganChase May 2003 - January 2007
Macromedia March 2000 - August 2001
Wells Fargo March 1993 - August 1999
Skills
Business Development, CRM, New Business Development, Negotiation, Sales Management, Strategic Planning, Public Speaking, Coaching, Management Consulting, Team Building, Training, Leadership, Program Management, Management, Cross-functional Team..., Strategy, E-commerce, Marketing Strategy, Change Management, Project Management, Market Research, Marketing, Mergers & Acquisitions, Mortgage Banking, Mortgage Lending, Residential Mortgages, Sales Process
Education
EMBA University of Hawaii - College of Business Administration 1996 — 1998
MBA, International Business and Finance
University of California, Santa Barbara 1984 — 1989
BA, English Literature
U.S. Bank July 2014 - Present
JPMorgan Chase May 2010 - June 2014
Gameplan Financial March 2008 - October 2008
LION Inc. February 2007 - December 2007
JPMorganChase May 2003 - January 2007
Macromedia March 2000 - August 2001
Wells Fargo March 1993 - August 1999
Skills
Business Development, CRM, New Business Development, Negotiation, Sales Management, Strategic Planning, Public Speaking, Coaching, Management Consulting, Team Building, Training, Leadership, Program Management, Management, Cross-functional Team..., Strategy, E-commerce, Marketing Strategy, Change Management, Project Management, Market Research, Marketing, Mergers & Acquisitions, Mortgage Banking, Mortgage Lending, Residential Mortgages, Sales Process
Education
EMBA University of Hawaii - College of Business Administration 1996 — 1998
MBA, International Business and Finance
University of California, Santa Barbara 1984 — 1989
BA, English Literature
Kent Geier Kent Geier's Wells Fargo Experience December 2012 - Present
Job Business Relationship Manager, AVP at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2012 - Present
Wells Fargo March 2004 - December 2012
Skills
Banking, Loans, Credit, Cash Management, Cash Flow, Small Business Lending, Lines Of Credit, Commercial Lending, Commercial Banking, Loan Origination, Retail Banking, Cross Selling, Branch Management, Relationship Management, Financial Services, Treasury Management, Financial Analysis, Customer Service, SBA, Credit Risk, Credit Analysis, Underwriting, Mortgage Lending, Branch Banking, Management, Sales, Leadership, Business Development, Portfolio Management, Finance, Refinance, Team Building, Sales Management
Education
University of California, Santa Barbara 1985 — 1989
Bachelor of Arts (B.A.), Business/Corporate Communications
Wells Fargo December 2012 - Present
Wells Fargo March 2004 - December 2012
Skills
Banking, Loans, Credit, Cash Management, Cash Flow, Small Business Lending, Lines Of Credit, Commercial Lending, Commercial Banking, Loan Origination, Retail Banking, Cross Selling, Branch Management, Relationship Management, Financial Services, Treasury Management, Financial Analysis, Customer Service, SBA, Credit Risk, Credit Analysis, Underwriting, Mortgage Lending, Branch Banking, Management, Sales, Leadership, Business Development, Portfolio Management, Finance, Refinance, Team Building, Sales Management
Education
University of California, Santa Barbara 1985 — 1989
Bachelor of Arts (B.A.), Business/Corporate Communications
Jennifer Quach Jennifer Quach's Wells Fargo Experience October 2014 - Present
Job Bank Teller at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
Amway Global June 2009 - October 2014
UCSB Disabled Students Program July 2011 - June 2014
SlugBooks September 2012 - March 2013
Delta Sigma Pi - Rho Sigma Chapter December 2011 - June 2012
Mail Mart May 2010 - June 2012
Santa Clara Valley Orchid Society 2007 - April 2012
Delta Sigma Pi- Rho Sigma Chapter December 2010 - December 2011
Skills
Accounting, Microsoft Office, Financial Analysis, Bookkeeping, PowerPoint, Microsoft Word, Teamwork, Marketing, Customer Service, Research, Photoshop, Photography, Event Photography, Time Management
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts (B.A.), Global and International Studies with Emphasis in East Asia, Bachelor of Arts (B.A.), Chinese
Oak Grove High School 2006 — 2010
High School Diploma with Magna Cum Laude, Business and Finance
Wells Fargo October 2014 - Present
Amway Global June 2009 - October 2014
UCSB Disabled Students Program July 2011 - June 2014
SlugBooks September 2012 - March 2013
Delta Sigma Pi - Rho Sigma Chapter December 2011 - June 2012
Mail Mart May 2010 - June 2012
Santa Clara Valley Orchid Society 2007 - April 2012
Delta Sigma Pi- Rho Sigma Chapter December 2010 - December 2011
Skills
Accounting, Microsoft Office, Financial Analysis, Bookkeeping, PowerPoint, Microsoft Word, Teamwork, Marketing, Customer Service, Research, Photoshop, Photography, Event Photography, Time Management
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts (B.A.), Global and International Studies with Emphasis in East Asia, Bachelor of Arts (B.A.), Chinese
Oak Grove High School 2006 — 2010
High School Diploma with Magna Cum Laude, Business and Finance
Daniel Chui, M.A. Daniel Chui, M.A.'s Wells Fargo Experience August 2008 - August 2011
Job PhD Student in Hispanic Linguistics, University of California, Santa Barbara
Industry Higher Education
Experience
UC Santa Barbara September 2013 - Present
UC Santa Barbara September 2011 - June 2013
Wells Fargo August 2008 - August 2011
Skills
Research
Education
University of California, Santa Barbara 2013 — 2017
Doctor of Philosophy (PhD), Hispanic Linguistics
University of California, Santa Barbara 2011 — 2013
Master of Arts (M.A.), Iberian Linguistics, 3.98
University of California, San Diego 2003 — 2008
Bachelor of Arts (B.A.), Economics, 3.812
UC Santa Barbara September 2013 - Present
UC Santa Barbara September 2011 - June 2013
Wells Fargo August 2008 - August 2011
Skills
Research
Education
University of California, Santa Barbara 2013 — 2017
Doctor of Philosophy (PhD), Hispanic Linguistics
University of California, Santa Barbara 2011 — 2013
Master of Arts (M.A.), Iberian Linguistics, 3.98
University of California, San Diego 2003 — 2008
Bachelor of Arts (B.A.), Economics, 3.812
Ed Reis's Wells Fargo Experience August 2005 - August 2007
Job Product Management
Industry Internet
Experience
BlackLine Systems January 2013 - Present
Live Nation April 2012 - July 2012
Edmunds.com September 2010 - January 2012
Live Nation January 2010 - March 2010
Live Nation Entertainment July 2009 - January 2010
Live Nation July 2008 - July 2009
Interlink Electronics December 2007 - June 2008
Wells Fargo August 2005 - August 2007
Bank of America June 2002 - August 2005
Skills
Content Strategy, Website Copy, Copy Editing, Content Management, Technical Writing, Editing, User Experience, Brand Awareness, Web Content, SEO, Content Development, Copywriting, Blogging, Content Creation, Social Media, Proofreading, Social Networking, Agile Methodologies, Six Sigma, Mobile Communications, Information Architecture, Facebook, SEM, Marketing Copy, Usability, Integrated Marketing, Usability Testing, Marketing, CMS, Corporate Communications
Education
University of San Francisco 2001 — 2001
Master of Fine Arts (M.F.A.), Writing
University of San Francisco 1997 — 2000
Master of Arts, Writing
University of California, Santa Barbara 1992 — 1995
Bachelor of Arts, English
BlackLine Systems January 2013 - Present
Live Nation April 2012 - July 2012
Edmunds.com September 2010 - January 2012
Live Nation January 2010 - March 2010
Live Nation Entertainment July 2009 - January 2010
Live Nation July 2008 - July 2009
Interlink Electronics December 2007 - June 2008
Wells Fargo August 2005 - August 2007
Bank of America June 2002 - August 2005
Skills
Content Strategy, Website Copy, Copy Editing, Content Management, Technical Writing, Editing, User Experience, Brand Awareness, Web Content, SEO, Content Development, Copywriting, Blogging, Content Creation, Social Media, Proofreading, Social Networking, Agile Methodologies, Six Sigma, Mobile Communications, Information Architecture, Facebook, SEM, Marketing Copy, Usability, Integrated Marketing, Usability Testing, Marketing, CMS, Corporate Communications
Education
University of San Francisco 2001 — 2001
Master of Fine Arts (M.F.A.), Writing
University of San Francisco 1997 — 2000
Master of Arts, Writing
University of California, Santa Barbara 1992 — 1995
Bachelor of Arts, English
Teressa Baldwin Teressa Baldwin's Wells Fargo Experience June 2014 - October 2014
Job US Environmental Protection Agency (EPA)
Industry
Experience
US Environmental Protection Agency (EPA) June 2015 - Present
Wells Fargo June 2014 - October 2014
Scripps Institution of Oceanography September 2009 - May 2014
NANA Regional Corperation June 2013 - December 2013
Nullagvik Hotel July 2013 - September 2013
Akima Management Services, LLC May 2012 - September 2012
Office of Senator Mark Begich June 2012 - August 2012
Skills
Microsoft Excel, Fundraising, Microsoft Office, Non-profits, Public Speaking, Research, Data Analysis, Policy, Editing, Statistics, Nonprofits, Technical Writing, Grant Writing, Proposal Writing, Community Outreach, Policy Analysis, Program Evaluation, Teaching, Government, Public Policy, Program Development
Education
University of California, San Diego 2012 — 2016
Bachelor of Arts (B.A.), Sociology- Science and Medicine, Senior
US Environmental Protection Agency (EPA) June 2015 - Present
Wells Fargo June 2014 - October 2014
Scripps Institution of Oceanography September 2009 - May 2014
NANA Regional Corperation June 2013 - December 2013
Nullagvik Hotel July 2013 - September 2013
Akima Management Services, LLC May 2012 - September 2012
Office of Senator Mark Begich June 2012 - August 2012
Skills
Microsoft Excel, Fundraising, Microsoft Office, Non-profits, Public Speaking, Research, Data Analysis, Policy, Editing, Statistics, Nonprofits, Technical Writing, Grant Writing, Proposal Writing, Community Outreach, Policy Analysis, Program Evaluation, Teaching, Government, Public Policy, Program Development
Education
University of California, San Diego 2012 — 2016
Bachelor of Arts (B.A.), Sociology- Science and Medicine, Senior
Mark Minas Mark Minas's Wells Fargo Experience September 1991 - September 1996
Job Sharp Health Plan
Industry Individual & Family Services
Experience
Sharp Health Plan August 2014 - Present
JPMorgan Chase September 2011 - December 2013
Union Bank March 2003 - September 2010
Union Bank September 2000 - March 2003
Wells Fargo September 1991 - September 1996
Skills
Mortgage Lending, Loans, Credit, Loan Origination, FHA, Mortgage Banking, Underwriting, Loss Mitigation, Banking, Loan Servicing, Financial Analysis, Residential Mortgages, Mortgage Underwriting
Education
University of California, San Diego
B.A., Quantitative Economics and Decision Sciences
Sharp Health Plan August 2014 - Present
JPMorgan Chase September 2011 - December 2013
Union Bank March 2003 - September 2010
Union Bank September 2000 - March 2003
Wells Fargo September 1991 - September 1996
Skills
Mortgage Lending, Loans, Credit, Loan Origination, FHA, Mortgage Banking, Underwriting, Loss Mitigation, Banking, Loan Servicing, Financial Analysis, Residential Mortgages, Mortgage Underwriting
Education
University of California, San Diego
B.A., Quantitative Economics and Decision Sciences
Daniel Son Daniel Son's Wells Fargo Experience September 2014 - Present
Job Portfolio Manager at US Bank
Industry Banking
Experience
Wells Fargo September 2014 - Present
US Bank August 2008 - September 2014
Skills
Credit Analysis, Due Diligence, Valuation
Education
University of California, San Diego 2003 — 2007
Bachelor of Science (BS), Management Science
Wells Fargo September 2014 - Present
US Bank August 2008 - September 2014
Skills
Credit Analysis, Due Diligence, Valuation
Education
University of California, San Diego 2003 — 2007
Bachelor of Science (BS), Management Science
Servando Barriga's Wells Fargo Experience October 2012 - May 2013
Job Senior Account Executive at Oracle
Industry Computer Hardware
Experience
Oracle June 2013 - Present
Wells Fargo October 2012 - May 2013
Northwestern Mutual December 2011 - August 2012
Latino Business Association April 2011 - June 2012
Skills
Sales, Customer Service, Strategy, Customer Relations, Spanish, Leadership, Teamwork, Social Media, Salesforce.com, Microsoft Office, Financial Services, Social Networking, Finance, B2B, Insurance, Management, Team Leadership, Hardware Architecture, Account Management, Enterprise Architecture
Education
University of California, Santa Barbara 2009 — 2013
BA, Global and International Studies
Oracle June 2013 - Present
Wells Fargo October 2012 - May 2013
Northwestern Mutual December 2011 - August 2012
Latino Business Association April 2011 - June 2012
Skills
Sales, Customer Service, Strategy, Customer Relations, Spanish, Leadership, Teamwork, Social Media, Salesforce.com, Microsoft Office, Financial Services, Social Networking, Finance, B2B, Insurance, Management, Team Leadership, Hardware Architecture, Account Management, Enterprise Architecture
Education
University of California, Santa Barbara 2009 — 2013
BA, Global and International Studies
Kristina Ebbink Kristina Ebbink's Wells Fargo Experience May 1994 - February 1995
Job Marketing Director at TWIN CITY STAGE
Industry Performing Arts
Experience
TWIN CITY STAGE April 2013 - Present
Self-employed TutorClassical ConversationsSeptember 2007 - March 2008
The Little Theatre of Winston-Salem/Twin City Stage June 1995 - June 2000
Wells Fargo May 1994 - February 1995
American Airlines January 1989 - February 1994
Skills
Theatre, Microsoft Excel, Microsoft Office, Event Management, History, Event Planning, Elementary Education, Editing, Public Relations, Tutoring, Teaching, Nonprofits, Marketing, Higher Education, Copywriting, Customer Service, Curriculum Design, Volunteer Management, Social Media Marketing, Facebook, Fundraising, Press Releases, Social Media, Newsletters, Media Relations, Social Networking, Creative Writing, Marketing Communications
Education
UCSD 1983 — 1987
Bachelor of Arts (B.A.), Communications
TWIN CITY STAGE April 2013 - Present
Self-employed TutorClassical ConversationsSeptember 2007 - March 2008
The Little Theatre of Winston-Salem/Twin City Stage June 1995 - June 2000
Wells Fargo May 1994 - February 1995
American Airlines January 1989 - February 1994
Skills
Theatre, Microsoft Excel, Microsoft Office, Event Management, History, Event Planning, Elementary Education, Editing, Public Relations, Tutoring, Teaching, Nonprofits, Marketing, Higher Education, Copywriting, Customer Service, Curriculum Design, Volunteer Management, Social Media Marketing, Facebook, Fundraising, Press Releases, Social Media, Newsletters, Media Relations, Social Networking, Creative Writing, Marketing Communications
Education
UCSD 1983 — 1987
Bachelor of Arts (B.A.), Communications
Franco Ramos Franco Ramos's Wells Fargo Experience September 2015 - Present
Job Regional Sales & Marketing Manager
Industry Banking
Experience
Wells Fargo September 2015 - Present
Wells Fargo September 2015 - Present
Wells Fargo July 2012 - September 2015
Wells Fargo Bank February 2010 - October 2011
Wells Fargo Bank March 2008 - February 2010
Wells Fargo February 2007 - March 2008
Skills
Public Speaking, Business Consulting, Project Management, Banking, Leadership, Sales, Management, Relationship Management, Team Building, Coaching, Strategy, Risk Management, Retail Banking, Customer Service, Employee Training
Education
University of California, San Diego 2002 — 2005
Bachelors of Arts, Communications, Marketing
Wells Fargo September 2015 - Present
Wells Fargo September 2015 - Present
Wells Fargo July 2012 - September 2015
Wells Fargo Bank February 2010 - October 2011
Wells Fargo Bank March 2008 - February 2010
Wells Fargo February 2007 - March 2008
Skills
Public Speaking, Business Consulting, Project Management, Banking, Leadership, Sales, Management, Relationship Management, Team Building, Coaching, Strategy, Risk Management, Retail Banking, Customer Service, Employee Training
Education
University of California, San Diego 2002 — 2005
Bachelors of Arts, Communications, Marketing
Leo Yang Leo Yang's Wells Fargo Experience July 2015 - Present
Job Commercial Real Estate Credit Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Illumination Wealth Management September 2014 - July 2015
Wells Fargo June 2014 - September 2014
Legacy Wealth Transitions January 2014 - June 2014
Wells Fargo March 2013 - December 2013
Skills
Sales, Customer Service, Project Management, Mortgage Lending, Mortgage Banking, Public Speaking, Mortgage Underwriting, Teamwork, Loans, Research, Data Analysis
Education
University of California, San Diego 2011 — 2015
Bachelor of Arts (B.A.), Economics
Mission San Jose High School 2007 — 2011
Wells Fargo July 2015 - Present
Illumination Wealth Management September 2014 - July 2015
Wells Fargo June 2014 - September 2014
Legacy Wealth Transitions January 2014 - June 2014
Wells Fargo March 2013 - December 2013
Skills
Sales, Customer Service, Project Management, Mortgage Lending, Mortgage Banking, Public Speaking, Mortgage Underwriting, Teamwork, Loans, Research, Data Analysis
Education
University of California, San Diego 2011 — 2015
Bachelor of Arts (B.A.), Economics
Mission San Jose High School 2007 — 2011
Ilya Brunshteyn Ilya Brunshteyn's Wells Fargo Experience December 2014 - Present
Job Premier Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2014 - Present
Wells Fargo October 2013 - December 2014
Citi June 2012 - March 2013
JPMorgan Chase & Co. May 2011 - January 2012
Caliber Home Loans January 2010 - March 2011
Ashford University January 2009 - January 2010
First Financial and Real Estate Services April 2007 - January 2009
Midway financial January 2005 - January 2007
Skills
Commercial Lending, Credit Risk, Strategic Financial..., Underwriting, Relationship Management, Treasury Management, Wealth Management, Portfolio Management, Mutual Funds, SBA, Asset Based Lending, Mortgage Underwriting, Loan Servicing, FHA, Mortgage Servicing, Investments, Internet Banking, Construction Loans, Bonds, Securities, Finance, Financial Advisory, Retirement Planning, Financial Structuring, Merchant Services, Banking Relationships, FHA financing, Lines Of Credit, Customer Service, Mortgage Lending, Credit, Banking, Loan Origination, Sales, Mortgage Banking, Credit Analysis, Management, Leadership, Loans, Microsoft Office, Refinance, Retail Banking, Financial Services, Consumer Lending, Small Business Lending, Residential Mortgages
Education
University of California, San Diego
Na, Finance, General
Wells Fargo December 2014 - Present
Wells Fargo October 2013 - December 2014
Citi June 2012 - March 2013
JPMorgan Chase & Co. May 2011 - January 2012
Caliber Home Loans January 2010 - March 2011
Ashford University January 2009 - January 2010
First Financial and Real Estate Services April 2007 - January 2009
Midway financial January 2005 - January 2007
Skills
Commercial Lending, Credit Risk, Strategic Financial..., Underwriting, Relationship Management, Treasury Management, Wealth Management, Portfolio Management, Mutual Funds, SBA, Asset Based Lending, Mortgage Underwriting, Loan Servicing, FHA, Mortgage Servicing, Investments, Internet Banking, Construction Loans, Bonds, Securities, Finance, Financial Advisory, Retirement Planning, Financial Structuring, Merchant Services, Banking Relationships, FHA financing, Lines Of Credit, Customer Service, Mortgage Lending, Credit, Banking, Loan Origination, Sales, Mortgage Banking, Credit Analysis, Management, Leadership, Loans, Microsoft Office, Refinance, Retail Banking, Financial Services, Consumer Lending, Small Business Lending, Residential Mortgages
Education
University of California, San Diego
Na, Finance, General
Alex Rosko Alex Rosko's Wells Fargo Experience October 2005 - April 2008
Job Sr. Business Planner, Retail Planning & Analysis at Ubisoft
Industry Consumer Goods
Experience
Ubisoft March 2014 - Present
The Clorox Company July 2008 - February 2014
Wells Fargo October 2005 - April 2008
Education
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts (BA), Major; Business Economics / Minor; Sports Management
Ubisoft March 2014 - Present
The Clorox Company July 2008 - February 2014
Wells Fargo October 2005 - April 2008
Education
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts (BA), Major; Business Economics / Minor; Sports Management
Larry T. Works Larry T. Works's Wells Fargo Experience July 2013 - Present
Job Vice President, Sr. Business Relationship Manager
Industry Banking
Experience
Wells Fargo July 2013 - Present
Pacific Western Bank August 2012 - July 2013
Union Bank 2010 - 2011
First California Bank 2007 - 2009
Wells Fargo 2004 - 2006
Santa Barbara Bank & Trust 1999 - 2004
Union Bank of California 1996 - 1999
Skills
Portfolio Management, Underwriting, Business Development, Cash Management, Negotiation, Retail, High Net Worth..., Non-profits, Professional Services, Hospitality, Commercial Lending, Commercial Banking, Investments, Finance
Education
University of California, Santa Barbara 2012 — 2013
CPA Certificiation, Accounting, 3.42 GPA
University of Washington 2001 — 2003
Certificate, Graduate of Pacific Coast Banking School
Oklahoma State University, Stillwater OK 1985 — 1988
B.S. Finance, B.S. Organization Administration, Banking and Financial Support Services
Wells Fargo July 2013 - Present
Pacific Western Bank August 2012 - July 2013
Union Bank 2010 - 2011
First California Bank 2007 - 2009
Wells Fargo 2004 - 2006
Santa Barbara Bank & Trust 1999 - 2004
Union Bank of California 1996 - 1999
Skills
Portfolio Management, Underwriting, Business Development, Cash Management, Negotiation, Retail, High Net Worth..., Non-profits, Professional Services, Hospitality, Commercial Lending, Commercial Banking, Investments, Finance
Education
University of California, Santa Barbara 2012 — 2013
CPA Certificiation, Accounting, 3.42 GPA
University of Washington 2001 — 2003
Certificate, Graduate of Pacific Coast Banking School
Oklahoma State University, Stillwater OK 1985 — 1988
B.S. Finance, B.S. Organization Administration, Banking and Financial Support Services
Curtis Miller Curtis Miller's Wells Fargo Experience June 2006 - June 2007
Job Simply Marketing 360
Industry Marketing and Advertising
Experience
Beachside Bar-Cafe June 2015 - Present
Simply Marketing 360 September 2014 - Present
Coffee News August 2008 - Present
Vibrant Photography September 2009 - March 2013
Miller Bookkeeping Services November 2006 - December 2011
Hocking Denton Palmquist August 2007 - December 2008
Wells Fargo June 2006 - June 2007
Skills
Marketing, Public Speaking, Social Media, Advertising, Customer Service, Online Advertising, Social Media Marketing, Microsoft Office, Social Networking, Marketing Strategy, Event Planning, Marketing Communications, Blogging, Business Development, Entrepreneurship, Business Planning, Online Marketing, Sales, Strategic Planning, Training, Small Business
Education
University of California, Santa Barbara 2002 — 2006
BA, Global and International Studies
Jesuit High School 1995 — 2000
Global and International Studies
Beachside Bar-Cafe June 2015 - Present
Simply Marketing 360 September 2014 - Present
Coffee News August 2008 - Present
Vibrant Photography September 2009 - March 2013
Miller Bookkeeping Services November 2006 - December 2011
Hocking Denton Palmquist August 2007 - December 2008
Wells Fargo June 2006 - June 2007
Skills
Marketing, Public Speaking, Social Media, Advertising, Customer Service, Online Advertising, Social Media Marketing, Microsoft Office, Social Networking, Marketing Strategy, Event Planning, Marketing Communications, Blogging, Business Development, Entrepreneurship, Business Planning, Online Marketing, Sales, Strategic Planning, Training, Small Business
Education
University of California, Santa Barbara 2002 — 2006
BA, Global and International Studies
Jesuit High School 1995 — 2000
Global and International Studies
Adam Dean, CFA's Wells Fargo Experience May 1999 - January 2002
Job Managing Director at Square 1 Asset Management
Industry Investment Management
Experience
Square 1 Asset Management April 2013 - Present
Arboretum Asset Management, Inc. August 2011 - March 2013
SVB Asset Management December 2002 - June 2011
Wells Fargo May 1999 - January 2002
Pacific Growth Equities August 1998 - January 1999
Skills
Investments, Fixed Income, Asset Management, Capital Markets, Portfolio Management, Credit, Venture Capital, Cash Management, Risk Management, Treasury Management, Accounting, Financial Reporting, Negotiation, Private Equity, FX, Debt, ALM, Bonds, Financial Markets, Contract Negotiation, Credit Risk, Sales Management, Due Diligence, Private Placements, FX Options, Banking, Financial Services, Start-ups, IPO, Financial Modeling, Corporate Finance, Investment Management, Equities, Finance, Securities
Education
University of San Francisco 1995 — 1997
MBA, Finance
University of California, Santa Barbara 1988 — 1993
BA, Biology
Torrey Pines High School 1984 — 1988
Graduate, General
Square 1 Asset Management April 2013 - Present
Arboretum Asset Management, Inc. August 2011 - March 2013
SVB Asset Management December 2002 - June 2011
Wells Fargo May 1999 - January 2002
Pacific Growth Equities August 1998 - January 1999
Skills
Investments, Fixed Income, Asset Management, Capital Markets, Portfolio Management, Credit, Venture Capital, Cash Management, Risk Management, Treasury Management, Accounting, Financial Reporting, Negotiation, Private Equity, FX, Debt, ALM, Bonds, Financial Markets, Contract Negotiation, Credit Risk, Sales Management, Due Diligence, Private Placements, FX Options, Banking, Financial Services, Start-ups, IPO, Financial Modeling, Corporate Finance, Investment Management, Equities, Finance, Securities
Education
University of San Francisco 1995 — 1997
MBA, Finance
University of California, Santa Barbara 1988 — 1993
BA, Biology
Torrey Pines High School 1984 — 1988
Graduate, General
Autie Bayaban Autie Bayaban's Wells Fargo Experience 1997 - 2006
Job Seeking Employment as Managing Director
Industry Executive Office
Experience
Freelance Consultant June 2013 - Present
Platinum Studios February 2013 - May 2013
Farmers Insurance April 2012 - January 2013
Oxnard Police Department 2011 - 2012
Montecito Bank & Trust 2006 - 2011
Wells Fargo 1997 - 2006
United States Marine Corps 1994 - 1998
Skills
Banking, Credit, Risk Management, Loans, Portfolio Management, Microsoft Office, Customer Service, Management, Program Management, Adobe Creative Suite, Multimedia, Bookkeeping, Budget, Business Strategy, Team Building, Business Analysis, Presentations, Training, Document Management, Proposal Writing, Report Writing, Establishing Systems, Establishing Processes, Accounting, Budgets, Leadership, Executive Management, Business Planning
Education
Antioch University Santa Barbara 2004 — 2011
Bachelor of Arts (B.A.), Business & Entrepreneurship
Moorpark College 1998 — 2000
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
University of California, Santa Barbara
Certificate, Project Management
Freelance Consultant June 2013 - Present
Platinum Studios February 2013 - May 2013
Farmers Insurance April 2012 - January 2013
Oxnard Police Department 2011 - 2012
Montecito Bank & Trust 2006 - 2011
Wells Fargo 1997 - 2006
United States Marine Corps 1994 - 1998
Skills
Banking, Credit, Risk Management, Loans, Portfolio Management, Microsoft Office, Customer Service, Management, Program Management, Adobe Creative Suite, Multimedia, Bookkeeping, Budget, Business Strategy, Team Building, Business Analysis, Presentations, Training, Document Management, Proposal Writing, Report Writing, Establishing Systems, Establishing Processes, Accounting, Budgets, Leadership, Executive Management, Business Planning
Education
Antioch University Santa Barbara 2004 — 2011
Bachelor of Arts (B.A.), Business & Entrepreneurship
Moorpark College 1998 — 2000
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
University of California, Santa Barbara
Certificate, Project Management
Stacey Toda Stacey Toda's Wells Fargo Experience April 2005 - April 2008
Job Associate Director, Public Relations and Marketing at Long Beach City College
Industry Government Administration
Experience
Long Beach City College January 2015 - Present
Long Beach City College July 2014 - January 2015
City of Long Beach April 2008 - July 2014
OCA- Greater Los Angeles January 2001 - December 2013
Wells Fargo April 2005 - April 2008
Al Muratsuchi for Torrance School Board July 2006 - November 2006
Assemblymember George Nakano December 1999 - November 2004
Skills
Media Relations, Community Outreach, Fundraising, Public Policy, Event Planning, Non-profits, Community Development, Grant Writing, Policy, Political Campaigns, Government, Nonprofits, Politics, Facebook, Leadership, Legislative Relations, Strategy, Coalitions, Policy Analysis, Volunteer Management, Strategic Communications
Education
University of California, San Diego 1995 — 1999
B.A., History, Ethnic Studies
Long Beach City College January 2015 - Present
Long Beach City College July 2014 - January 2015
City of Long Beach April 2008 - July 2014
OCA- Greater Los Angeles January 2001 - December 2013
Wells Fargo April 2005 - April 2008
Al Muratsuchi for Torrance School Board July 2006 - November 2006
Assemblymember George Nakano December 1999 - November 2004
Skills
Media Relations, Community Outreach, Fundraising, Public Policy, Event Planning, Non-profits, Community Development, Grant Writing, Policy, Political Campaigns, Government, Nonprofits, Politics, Facebook, Leadership, Legislative Relations, Strategy, Coalitions, Policy Analysis, Volunteer Management, Strategic Communications
Education
University of California, San Diego 1995 — 1999
B.A., History, Ethnic Studies
Susan E. Booth Susan E. Booth's Wells Fargo Experience 1988 - 1994
Job Client Service Manager
Industry Human Resources
Experience
TRI-AD 2012 - Present
Fidelity Investments 2005 - 2012
Fidelity Investments 1999 - 2005
Fidelity Investments 1996 - 1999
Wells Fargo 1988 - 1994
Skills
Manage Client..., Strategic Planning, Team Management, Cross-functional Team..., Budget Management, Project Management, Negotiation, Presentations and Sales..., Participant..., Retirement Services, Employee Benefits, Retirement, Program Management, Team Leadership, Business Analysis, Leadership, Analysis, CRM, Outsourcing, Vendor Management, Defined Benefit, Team Building, Sales, Management, Process Improvement, Budgets, Financial Services, Business Development, ERISA, Defined Contribution
Education
University of California, San Diego
Bachelor, Mathematics
TRI-AD 2012 - Present
Fidelity Investments 2005 - 2012
Fidelity Investments 1999 - 2005
Fidelity Investments 1996 - 1999
Wells Fargo 1988 - 1994
Skills
Manage Client..., Strategic Planning, Team Management, Cross-functional Team..., Budget Management, Project Management, Negotiation, Presentations and Sales..., Participant..., Retirement Services, Employee Benefits, Retirement, Program Management, Team Leadership, Business Analysis, Leadership, Analysis, CRM, Outsourcing, Vendor Management, Defined Benefit, Team Building, Sales, Management, Process Improvement, Budgets, Financial Services, Business Development, ERISA, Defined Contribution
Education
University of California, San Diego
Bachelor, Mathematics
Keisha Wilcox Keisha Wilcox's Wells Fargo Experience May 2014 - Present
Job Senior Private Banker/Vice President at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo May 2014 - Present
Wells Fargo January 2008 - May 2014
Skills
Loans, Mortgage Lending, Credit, Banking, Series 7, Credit Analysis, Consumer Lending, Wealth Management, Loan Origination, Small Business Lending, Commercial Lending, Mortgage Banking, Portfolio Management, Commercial Banking, Series 63
Education
UCSD
Wells Fargo May 2014 - Present
Wells Fargo January 2008 - May 2014
Skills
Loans, Mortgage Lending, Credit, Banking, Series 7, Credit Analysis, Consumer Lending, Wealth Management, Loan Origination, Small Business Lending, Commercial Lending, Mortgage Banking, Portfolio Management, Commercial Banking, Series 63
Education
UCSD
Alix Gade Alix Gade's Wells Fargo Experience September 2002 - July 2006
Job
Industry Information Technology and Services
Experience
Kaiser Permanente December 2013 - Present
Wells Fargo Bank & Co July 2006 - December 2013
Wells Fargo September 2002 - July 2006
Wells Fargo January 1998 - September 2002
Skills
HRIS, HR Analytics, Team Management, Business Analysis, Project Management, OBIEE, Data Management, Risk Management, Business Process, Integration, Business Intelligence, Data Warehousing, Human Resources, Vendor Management, Enterprise Software, Analytics, Leadership
Education
University of California, Santa Barbara 1989 — 1993
Kaiser Permanente December 2013 - Present
Wells Fargo Bank & Co July 2006 - December 2013
Wells Fargo September 2002 - July 2006
Wells Fargo January 1998 - September 2002
Skills
HRIS, HR Analytics, Team Management, Business Analysis, Project Management, OBIEE, Data Management, Risk Management, Business Process, Integration, Business Intelligence, Data Warehousing, Human Resources, Vendor Management, Enterprise Software, Analytics, Leadership
Education
University of California, Santa Barbara 1989 — 1993
Darin Handley Darin Handley's Wells Fargo Experience November 1992 - Present
Job Market Growth and Development Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 1992 - Present
Skills
Banking, Credit, Mortgage Lending, Leadership, Credit Analysis, Loans, Relationship Management, Financial Services, Retail Banking, Commercial Lending, Cross Selling, Small Business Lending, Loan Origination, Commercial Banking
Education
University of California, San Diego 1987 — 1992
BA, Political Science
Valhalla
Wells Fargo November 1992 - Present
Skills
Banking, Credit, Mortgage Lending, Leadership, Credit Analysis, Loans, Relationship Management, Financial Services, Retail Banking, Commercial Lending, Cross Selling, Small Business Lending, Loan Origination, Commercial Banking
Education
University of California, San Diego 1987 — 1992
BA, Political Science
Valhalla
ROSEMARY DENA AGANMWONYI ROSEMARY DENA AGANMWONYI's Wells Fargo Experience February 2013 - Present
Job Student at University of California, San Diego The Rady School of Management
Industry Consumer Services
Experience
Wells Fargo February 2013 - Present
Zenith Bank June 2009 - August 2011
Skills
SQL, Data Analysis, Market Research, Microsoft Excel, Risk Management, Financial Modeling, Financial Analysis, Business Analysis, Analysis
Education
University of California, San Diego - The Rady School of Management 2011 — 2013
Wells Fargo February 2013 - Present
Zenith Bank June 2009 - August 2011
Skills
SQL, Data Analysis, Market Research, Microsoft Excel, Risk Management, Financial Modeling, Financial Analysis, Business Analysis, Analysis
Education
University of California, San Diego - The Rady School of Management 2011 — 2013
Alma Aguilera's Wells Fargo Experience January 2007 - 2010
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America September 2014 - Present
Ernst & Young October 2010 - October 2014
Tissla June 2010 - 2010
Wells Fargo January 2007 - 2010
Hemming Morse, Inc. July 2006 - September 2006
ATK 2005 - 2006
Skills
Internal Audit, Internal Controls, Auditing, Sarbanes-Oxley Act, Accounting, Enterprise Risk..., Financial Reporting, Financial Analysis, IT Audit, Risk Assessment, Financial Accounting, Risk Management, Financial Risk, AML, Sarbanes-Oxley, Financial Audits, Operational Risk..., GAAP, Finance, Banking, Business Process
Education
University of California, Santa Barbara 2003 — 2006
BA in Business Economics with Accounting Emphasis, Business Economics with Accounting Emphasis
Bank of America September 2014 - Present
Ernst & Young October 2010 - October 2014
Tissla June 2010 - 2010
Wells Fargo January 2007 - 2010
Hemming Morse, Inc. July 2006 - September 2006
ATK 2005 - 2006
Skills
Internal Audit, Internal Controls, Auditing, Sarbanes-Oxley Act, Accounting, Enterprise Risk..., Financial Reporting, Financial Analysis, IT Audit, Risk Assessment, Financial Accounting, Risk Management, Financial Risk, AML, Sarbanes-Oxley, Financial Audits, Operational Risk..., GAAP, Finance, Banking, Business Process
Education
University of California, Santa Barbara 2003 — 2006
BA in Business Economics with Accounting Emphasis, Business Economics with Accounting Emphasis
Maria Anderson NMLS #242984 Maria Anderson NMLS #242984's Wells Fargo Experience December 2011 - Present
Job Mortgage Loan Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2011 - Present
Bank of America March 2010 - December 2011
MetLife Home Loans September 2000 - April 2010
Home Savings of America January 1990 - September 2000
Skills
Mortgage Lending, Loans, Real Estate, Underwriting, Credit, First Time Home Buyers, Investment Properties, Investments, Banking, FHA financing, Financial Analysis, Credit Analysis, FHA, Refinance, Mortgage Banking, Mortgage Marketing, Real Estate Economics, Residential Homes
Education
CMPS Institute 2007 — 2008
CMPS, mortgage financing
University of California, Santa Barbara 1981 — 1985
BA, Economics/ Finance
Wells Fargo December 2011 - Present
Bank of America March 2010 - December 2011
MetLife Home Loans September 2000 - April 2010
Home Savings of America January 1990 - September 2000
Skills
Mortgage Lending, Loans, Real Estate, Underwriting, Credit, First Time Home Buyers, Investment Properties, Investments, Banking, FHA financing, Financial Analysis, Credit Analysis, FHA, Refinance, Mortgage Banking, Mortgage Marketing, Real Estate Economics, Residential Homes
Education
CMPS Institute 2007 — 2008
CMPS, mortgage financing
University of California, Santa Barbara 1981 — 1985
BA, Economics/ Finance
Roz Westra Roz Westra's Wells Fargo Experience April 2013 - Present
Job Tactical Leader at Wells Fargo Dealer Services
Industry Computer Software
Experience
Wells Fargo April 2013 - Present
Self employed January 2008 - Present
Independent 2008 - 2013
UNISYS CORPORATION, Engineering January 1986 - January 2008
Unisys November 1989 - December 2007
Unisys Corporation January 1999 - January 2005
Unisys Corporation January 1989 - January 1999
Unisys Corporation July 1993 - March 1994
Skills
MS Project, Suite, Training Delivery, Iso 9000, SDLC, Software Project..., Program Management, Requirements Analysis, PMP, Databases, Process Improvement, Management, Testing, Scrum, Project Management, Software Development, Software Documentation, Integration, Team Building, Leadership, Change Management, Agile Methodologies, IT Management, .NET, SharePoint, IT Strategy, Business Intelligence, Business Process..., Architecture, Enterprise Software, Agile Project Management, PMO, CRM, Business Process, Cross-functional Team..., Team Leadership, ERP, Quality Assurance, Windows, Training, Cloud Computing, Systems Analysis, Business Analysis, ITIL, Requirements Gathering, IT Service Management, Visio, Microsoft SQL Server, Microsoft Project
Education
Project Management Institute
Project Management Professional (PMP), 2009-2015
University of California, Santa Barbara
Bachelors, Computer Science
Wells Fargo April 2013 - Present
Self employed January 2008 - Present
Independent 2008 - 2013
UNISYS CORPORATION, Engineering January 1986 - January 2008
Unisys November 1989 - December 2007
Unisys Corporation January 1999 - January 2005
Unisys Corporation January 1989 - January 1999
Unisys Corporation July 1993 - March 1994
Skills
MS Project, Suite, Training Delivery, Iso 9000, SDLC, Software Project..., Program Management, Requirements Analysis, PMP, Databases, Process Improvement, Management, Testing, Scrum, Project Management, Software Development, Software Documentation, Integration, Team Building, Leadership, Change Management, Agile Methodologies, IT Management, .NET, SharePoint, IT Strategy, Business Intelligence, Business Process..., Architecture, Enterprise Software, Agile Project Management, PMO, CRM, Business Process, Cross-functional Team..., Team Leadership, ERP, Quality Assurance, Windows, Training, Cloud Computing, Systems Analysis, Business Analysis, ITIL, Requirements Gathering, IT Service Management, Visio, Microsoft SQL Server, Microsoft Project
Education
Project Management Institute
Project Management Professional (PMP), 2009-2015
University of California, Santa Barbara
Bachelors, Computer Science
Omair Baig Omair Baig's Wells Fargo Experience January 2005 - January 2010
Job Image Consultant and Photographer Extraordinaire
Industry Marketing and Advertising
Experience
Micro World November 2012 - Present
Baig Photography January 2010 - Present
Precision Dental USA, Inc. January 2008 - Present
MSIQ August 2012 - January 2013
Wells Fargo January 2005 - January 2010
Skills
Banking, Change Management, Credit, Loans, Credit Analysis, Management, Microsoft Excel, Microsoft Office, Mortgage Lending, PowerPoint, Public Speaking, Small Business Lending, Social Media, Strategic Planning, Team Building, Team Leadership
Education
UCSD
Psychology
Micro World November 2012 - Present
Baig Photography January 2010 - Present
Precision Dental USA, Inc. January 2008 - Present
MSIQ August 2012 - January 2013
Wells Fargo January 2005 - January 2010
Skills
Banking, Change Management, Credit, Loans, Credit Analysis, Management, Microsoft Excel, Microsoft Office, Mortgage Lending, PowerPoint, Public Speaking, Small Business Lending, Social Media, Strategic Planning, Team Building, Team Leadership
Education
UCSD
Psychology
Christopher Galang Christopher Galang's Wells Fargo Experience August 2014 - Present
Job Small Business Diverse Segments Leader at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo August 2014 - Present
Wells Fargo March 2013 - August 2014
Wells Fargo November 2010 - March 2013
San Francisco Small Business Week December 2010 - June 2012
Wells Fargo January 2008 - November 2010
Wells Fargo January 2007 - December 2007
The Alternative Copy Shop June 2004 - August 2006
Gap Inc. June 2000 - May 2004
Skills
Product Management, Project Management, Relationship Management, Brand Management, Program Management, Competitive Analysis, Strategic Planning, Marketing Strategy, Cross-functional Team..., Sales, Marketing, Financial Analysis, Direct Marketing, Market Research, Management, Leadership, Banking, Budgets, Advertising, Entrepreneurship, Team Building, Financial Services, Segmentation, Strategy, Analytics, CRM, Strategic Partnerships, E-commerce, Marketing Communications, Lead Generation, Account Management, Email Marketing, Product Marketing, Business Development, Marketing Management, Integrated Marketing, Digital Marketing, Customer Acquisition, Business Strategy, Online Marketing, Social Media Marketing, Online Advertising
Education
University of San Francisco 2010 — 2012
MBA, Marketing, Entrepreneurship
University of California, Santa Barbara
BA, Law, Political Science
Wells Fargo August 2014 - Present
Wells Fargo March 2013 - August 2014
Wells Fargo November 2010 - March 2013
San Francisco Small Business Week December 2010 - June 2012
Wells Fargo January 2008 - November 2010
Wells Fargo January 2007 - December 2007
The Alternative Copy Shop June 2004 - August 2006
Gap Inc. June 2000 - May 2004
Skills
Product Management, Project Management, Relationship Management, Brand Management, Program Management, Competitive Analysis, Strategic Planning, Marketing Strategy, Cross-functional Team..., Sales, Marketing, Financial Analysis, Direct Marketing, Market Research, Management, Leadership, Banking, Budgets, Advertising, Entrepreneurship, Team Building, Financial Services, Segmentation, Strategy, Analytics, CRM, Strategic Partnerships, E-commerce, Marketing Communications, Lead Generation, Account Management, Email Marketing, Product Marketing, Business Development, Marketing Management, Integrated Marketing, Digital Marketing, Customer Acquisition, Business Strategy, Online Marketing, Social Media Marketing, Online Advertising
Education
University of San Francisco 2010 — 2012
MBA, Marketing, Entrepreneurship
University of California, Santa Barbara
BA, Law, Political Science
Caroline Pak Caroline Pak's Wells Fargo Experience August 2004 - April 2011
Job Financial Consultant at Evans Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Evans Wealth Management Group of Wells Fargo Advisors, LLC June 2014 - Present
Wells Fargo Advisors, LLC September 2012 - May 2014
Wells Fargo Advisors, LLC April 2011 - September 2012
Wells Fargo August 2004 - April 2011
Skills
Financial Services, Investments, Estate Planning...
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Women's Studies
Whitney High School
Evans Wealth Management Group of Wells Fargo Advisors, LLC June 2014 - Present
Wells Fargo Advisors, LLC September 2012 - May 2014
Wells Fargo Advisors, LLC April 2011 - September 2012
Wells Fargo August 2004 - April 2011
Skills
Financial Services, Investments, Estate Planning...
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Women's Studies
Whitney High School
Guliette Bernard Guliette Bernard's Wells Fargo Experience March 2011 - December 2011
Job Sales Development Rep.
Industry Financial Services
Experience
LendingHome July 2015 - Present
Redwood Mortgage March 2014 - July 2015
Plant With Purpose August 2013 - December 2013
Precision Drilling Inc. March 2012 - August 2012
Wells Fargo March 2011 - December 2011
Dodge Ridge November 2010 - April 2011
Kamma Restaurant and Lounge April 2010 - October 2010
Skills
80WPM, American Sign Language, Financial Accounting, Microsoft Excel, Management, Spanish, Microsoft Word, PowerPoint, Finance, Sales, Access, Outlook, Time Management, Google Docs, Customer Service, Microsoft Office, Leadership, Financial Analysis, Accounting, Data Analysis, Banking, Teamwork, Social Networking, Real Estate License, Real Estate Financing, Real Estate Transactions
Education
University of California, San Diego 2011 — 2013
Bachelor of Science (BS), Management Science
University of California, San Diego 2011 — 2013
Bachelor of Science, Management Science
Pioneer High 2004 — 2008
High School Diploma, Accounting and Finance
West Valley College
Real Estate
LendingHome July 2015 - Present
Redwood Mortgage March 2014 - July 2015
Plant With Purpose August 2013 - December 2013
Precision Drilling Inc. March 2012 - August 2012
Wells Fargo March 2011 - December 2011
Dodge Ridge November 2010 - April 2011
Kamma Restaurant and Lounge April 2010 - October 2010
Skills
80WPM, American Sign Language, Financial Accounting, Microsoft Excel, Management, Spanish, Microsoft Word, PowerPoint, Finance, Sales, Access, Outlook, Time Management, Google Docs, Customer Service, Microsoft Office, Leadership, Financial Analysis, Accounting, Data Analysis, Banking, Teamwork, Social Networking, Real Estate License, Real Estate Financing, Real Estate Transactions
Education
University of California, San Diego 2011 — 2013
Bachelor of Science (BS), Management Science
University of California, San Diego 2011 — 2013
Bachelor of Science, Management Science
Pioneer High 2004 — 2008
High School Diploma, Accounting and Finance
West Valley College
Real Estate
Dianna Kain Dianna Kain's Wells Fargo Experience April 2012 - April 2013
Job Personal Banker Wells Fargo Bank
Industry Retail
Experience
Wells Fargo April 2012 - April 2013
Hertz Local Edition June 2008 - December 2011
Great Expression Photography June 2003 - May 2008
Diablo Magazine June 2003 - September 2003
Bonnier Corporation September 2002 - May 2003
Gallen Neilly & Associates June 2001 - September 2001
Skills
Event Management, Leadership, Business Development
Education
UCSB
Communication
Wells Fargo April 2012 - April 2013
Hertz Local Edition June 2008 - December 2011
Great Expression Photography June 2003 - May 2008
Diablo Magazine June 2003 - September 2003
Bonnier Corporation September 2002 - May 2003
Gallen Neilly & Associates June 2001 - September 2001
Skills
Event Management, Leadership, Business Development
Education
UCSB
Communication
Mike Harvis Mike Harvis's Wells Fargo Experience March 2008 - August 2010
Job Management Consulting Professional (Business Analyst)
Industry Management Consulting
Experience
Visa August 2010 - Present
Independent Consultant 2003 - 2013
Wells Fargo March 2008 - August 2010
Blue Shield of California July 2007 - March 2008
Wells Fargo June 2006 - July 2007
BearingPoint November 2003 - June 2006
Levi Strauss & Co. June 2002 - September 2003
M3iworks March 2000 - February 2002
Onsite Technologies (Columbia, Maryland) October 1995 - February 2000
Education
University of Phoenix 2003 — 2006
MBA
University of Maryland Baltimore County 1994 — 1994
N/A, Continuing Education Program, Information Systems
University of California, Santa Barbara 1989 — 1993
BA, Political Study
Visa August 2010 - Present
Independent Consultant 2003 - 2013
Wells Fargo March 2008 - August 2010
Blue Shield of California July 2007 - March 2008
Wells Fargo June 2006 - July 2007
BearingPoint November 2003 - June 2006
Levi Strauss & Co. June 2002 - September 2003
M3iworks March 2000 - February 2002
Onsite Technologies (Columbia, Maryland) October 1995 - February 2000
Education
University of Phoenix 2003 — 2006
MBA
University of Maryland Baltimore County 1994 — 1994
N/A, Continuing Education Program, Information Systems
University of California, Santa Barbara 1989 — 1993
BA, Political Study
Samantha Montaño Samantha Montaño's Wells Fargo Experience March 2009 - October 2009
Job Leasing Coordinator at AerCap
Industry Financial Services
Experience
AerCap December 2010 - Present
International Lease Finance Corporation December 2010 - May 2014
Chocholaty Chiropractic Center May 2005 - October 2010
Outback Steakhouse November 2008 - September 2010
Western Career College October 2009 - January 2010
Wells Fargo March 2009 - October 2009
UCSB Orientation Programs March 2008 - August 2008
Ace Hardware September 2002 - April 2006
Skills
Microsoft Excel, Policy, Outlook, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Public Speaking, Sales, Time Management, Event Planning, Research, Administrative..., Social Networking, Office Management
Education
University of California, Santa Barbara 2006 — 2008
B.A, Sociology
AerCap December 2010 - Present
International Lease Finance Corporation December 2010 - May 2014
Chocholaty Chiropractic Center May 2005 - October 2010
Outback Steakhouse November 2008 - September 2010
Western Career College October 2009 - January 2010
Wells Fargo March 2009 - October 2009
UCSB Orientation Programs March 2008 - August 2008
Ace Hardware September 2002 - April 2006
Skills
Microsoft Excel, Policy, Outlook, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Public Speaking, Sales, Time Management, Event Planning, Research, Administrative..., Social Networking, Office Management
Education
University of California, Santa Barbara 2006 — 2008
B.A, Sociology
Ellen Costa Ellen Costa's Wells Fargo Experience January 2012 - Present
Job VP Product Management at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2012 - Present
Wells Fargo Home Mortgage January 2008 - December 2011
Wells Fargo February 2005 - 2008
Aurora Loan Services, Lehman Brothers 2003 - 2005
Old Kent Mortgage September 1999 - January 2003
Home Saving of America Savings & Loan, An Ahmanson Co. January 1996 - November 1998
Security Pacific Financial Services 1988 - 1996
Gibraltar MoneyCenter 1985 - 1988
Skills
Marketing, Mortgage Lending, Loans, Credit, Financial Services, Business Analysis, Relationship Management, Analytics, Strategic Planning, Process Improvement, Vendor Management, Program Management, Strategy, Team Building, Mortgage Banking, Product Management, Product Development, Banking, Change Management, Leadership, Portfolio Management, Capital Markets, Risk Management, Business Development, Asset Managment, Executive Management, Marketing Strategy, Sales Management, Start-ups, Management, Mergers & Acquisitions, Underwriting, Training
Education
University of California, San Diego
Wells Fargo January 2012 - Present
Wells Fargo Home Mortgage January 2008 - December 2011
Wells Fargo February 2005 - 2008
Aurora Loan Services, Lehman Brothers 2003 - 2005
Old Kent Mortgage September 1999 - January 2003
Home Saving of America Savings & Loan, An Ahmanson Co. January 1996 - November 1998
Security Pacific Financial Services 1988 - 1996
Gibraltar MoneyCenter 1985 - 1988
Skills
Marketing, Mortgage Lending, Loans, Credit, Financial Services, Business Analysis, Relationship Management, Analytics, Strategic Planning, Process Improvement, Vendor Management, Program Management, Strategy, Team Building, Mortgage Banking, Product Management, Product Development, Banking, Change Management, Leadership, Portfolio Management, Capital Markets, Risk Management, Business Development, Asset Managment, Executive Management, Marketing Strategy, Sales Management, Start-ups, Management, Mergers & Acquisitions, Underwriting, Training
Education
University of California, San Diego
Frank Mineghino Frank Mineghino's Wells Fargo Experience July 1991 - December 2014
Job Broker Dealer Private Banking
Industry Financial Services
Experience
BNY Mellon December 2014 - Present
Wells Fargo July 1991 - December 2014
Skills
Wealth Management, Private Banking, Business Succession..., Commercial Lending, Investor Real Estate..., Business Analysis, Financial Analysis, Mentoring, Commercial Banking, Commercial Mortgages, Credit Analysis, Credit, Loans, Mergers & Acquisitions, Financial Services, Financial Risk, Small Business Lending, Mortgage Lending, Banking, Lines Of Credit, Finance, Treasury Management, Succession Planning, Investments, Portfolio Management, Series 7, SBA, Structured Finance
Education
Pacific Coast Banking School 2009 — 2011
Graduate Degree, Commercial Bank Management
University of California, Santa Barbara
Master's Degree, Business and Economics
University of California, Santa Barbara
Bachelor's Degree, Business and Economics
BNY Mellon December 2014 - Present
Wells Fargo July 1991 - December 2014
Skills
Wealth Management, Private Banking, Business Succession..., Commercial Lending, Investor Real Estate..., Business Analysis, Financial Analysis, Mentoring, Commercial Banking, Commercial Mortgages, Credit Analysis, Credit, Loans, Mergers & Acquisitions, Financial Services, Financial Risk, Small Business Lending, Mortgage Lending, Banking, Lines Of Credit, Finance, Treasury Management, Succession Planning, Investments, Portfolio Management, Series 7, SBA, Structured Finance
Education
Pacific Coast Banking School 2009 — 2011
Graduate Degree, Commercial Bank Management
University of California, Santa Barbara
Master's Degree, Business and Economics
University of California, Santa Barbara
Bachelor's Degree, Business and Economics
Mark Nevelow Mark Nevelow's Wells Fargo Experience 1998 - 1999
Job Principal Business Consultant at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions June 2010 - Present
Tata Consultancy Services 2006 - 2010
Unisys 2005 - 2006
The Other Woman 2000 - 2005
Fleet Bank 1999 - 2000
Wells Fargo 1998 - 1999
Charles Schwab 1996 - 1998
Lord, Dentsu & Partners 1994 - 1996
Brainstorm 1991 - 1994
Time Warner Inc. 1987 - 1991
Skills
Business Intelligence, Business Process, IT Strategy, Requirements Analysis, Management Consulting, Enterprise Architecture, Business Process Design, Business Analysis, Pre-sales, SaaS, Management, Engagement Management, Cloud Computing, CRM, Enterprise Software, Program Management
Education
UCSD 1974 — 1978
Bachelor's degree, Sociology
Cognizant Technology Solutions June 2010 - Present
Tata Consultancy Services 2006 - 2010
Unisys 2005 - 2006
The Other Woman 2000 - 2005
Fleet Bank 1999 - 2000
Wells Fargo 1998 - 1999
Charles Schwab 1996 - 1998
Lord, Dentsu & Partners 1994 - 1996
Brainstorm 1991 - 1994
Time Warner Inc. 1987 - 1991
Skills
Business Intelligence, Business Process, IT Strategy, Requirements Analysis, Management Consulting, Enterprise Architecture, Business Process Design, Business Analysis, Pre-sales, SaaS, Management, Engagement Management, Cloud Computing, CRM, Enterprise Software, Program Management
Education
UCSD 1974 — 1978
Bachelor's degree, Sociology
Elva de la Torre's Wells Fargo Experience 2013 - 2013
Job Real Estate Broker Ventura County The go to person for Real Estate! Sales, Planning, Zoning, Compliance.
Industry Real Estate
Experience
De la Torre Consulting April 2014 - Present
De la Torre Realty November 2005 - Present
De la Torre Realty November 2005 - Present
Los Angeles Small Business Development Center March 2015 - September 2015
Wells Fargo 2013 - 2013
City of Santa Barbara 2008 - 2013
City of Santa Barbara 2007 - 2013
Peoples' Self-Help Housing September 2001 - March 2003
County of Riverside November 1989 - August 1996
Skills
Real Estate, Commercial Real Estate, Multi-family Investment..., Multi Family Properties, Land Use Planning, Compliance Consulting, Entitlements, Permit Expediting, Zoning, Property Management, Residential Homes, Real Estate Transactions, Investment Properties, Real Estate Development, Short Sales, First Time Home Buyers, REO, Sellers, Investors, Real Property, Foreclosures
Education
University of Phoenix 2009 — 2010
Master's degree, Business Administration and Management, General
University of California, Santa Barbara
Bachelor's degree, Sociology
De la Torre Consulting April 2014 - Present
De la Torre Realty November 2005 - Present
De la Torre Realty November 2005 - Present
Los Angeles Small Business Development Center March 2015 - September 2015
Wells Fargo 2013 - 2013
City of Santa Barbara 2008 - 2013
City of Santa Barbara 2007 - 2013
Peoples' Self-Help Housing September 2001 - March 2003
County of Riverside November 1989 - August 1996
Skills
Real Estate, Commercial Real Estate, Multi-family Investment..., Multi Family Properties, Land Use Planning, Compliance Consulting, Entitlements, Permit Expediting, Zoning, Property Management, Residential Homes, Real Estate Transactions, Investment Properties, Real Estate Development, Short Sales, First Time Home Buyers, REO, Sellers, Investors, Real Property, Foreclosures
Education
University of Phoenix 2009 — 2010
Master's degree, Business Administration and Management, General
University of California, Santa Barbara
Bachelor's degree, Sociology
Aaron Davila's Wells Fargo Experience July 2010 - May 2012
Job Realtor at Coldwell Banker Residential Brokerage
Industry Banking
Experience
Coldwell Banker Residential Brokerage September 2015 - Present
JPMorgan Chase Bank, N.A. February 2013 - April 2015
Wells Fargo July 2010 - May 2012
Agave Inn & Presidio Motel April 2009 - June 2010
Wescom Credit Union May 2006 - August 2008
Marriott Vacation Club International June 2005 - March 2006
Education
University of California, Santa Barbara 2008 — 2010
Bachelor of Arts, Political Science
Coldwell Banker Residential Brokerage September 2015 - Present
JPMorgan Chase Bank, N.A. February 2013 - April 2015
Wells Fargo July 2010 - May 2012
Agave Inn & Presidio Motel April 2009 - June 2010
Wescom Credit Union May 2006 - August 2008
Marriott Vacation Club International June 2005 - March 2006
Education
University of California, Santa Barbara 2008 — 2010
Bachelor of Arts, Political Science
Serge Milman's Wells Fargo Experience 2008 - 2010
Job I help create Business Value through differentiating strategy development and operational excellence
Industry Management Consulting
Experience
Mitchell Madison Group 2012 - Present
SFO Consultants February 2012 - December 2014
Optirate 2010 - 2012
Wells Fargo 2008 - 2010
Mitchell Madison Group 2005 - 2008
Exigen Group 2001 - 2005
McKinsey & Co 1998 - 2000
Ernst & Young CIS 1997 - 1997
Sega 1994 - 1996
Pacific Bank 1990 - 1994
Skills
Management Consulting, Executive Management, Strategy Development, Business Strategy, Business Management, Business Growth, Profitability Management, Operational Excellence, Financial Management, Joint Ventures, Mergers, Team Leadership, Cross-functional Team..., Strategic Sourcing, Outsourcing, BPO, Customer Acquisition, Marketing Strategy, Social Media Marketing, Community Banking, Banking, Business Development, Strategy, Management, Start-ups, Program Management, Vendor Management, Product Development, Process Improvement, Mergers & Acquisitions, Financial Services, Product Management, Analysis, Leadership, Project Management, Business Process..., Managerial Finance, Budgets, SaaS, Corporate Finance, CRM, Entrepreneurship, Consulting, CO-PA, Strategic Partnerships, Analytics, Business Planning, Finance, Competitive Analysis, P&L Management
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance, International Business
University of California, Santa Barbara 1986 — 1990
BA, Economics
Mitchell Madison Group 2012 - Present
SFO Consultants February 2012 - December 2014
Optirate 2010 - 2012
Wells Fargo 2008 - 2010
Mitchell Madison Group 2005 - 2008
Exigen Group 2001 - 2005
McKinsey & Co 1998 - 2000
Ernst & Young CIS 1997 - 1997
Sega 1994 - 1996
Pacific Bank 1990 - 1994
Skills
Management Consulting, Executive Management, Strategy Development, Business Strategy, Business Management, Business Growth, Profitability Management, Operational Excellence, Financial Management, Joint Ventures, Mergers, Team Leadership, Cross-functional Team..., Strategic Sourcing, Outsourcing, BPO, Customer Acquisition, Marketing Strategy, Social Media Marketing, Community Banking, Banking, Business Development, Strategy, Management, Start-ups, Program Management, Vendor Management, Product Development, Process Improvement, Mergers & Acquisitions, Financial Services, Product Management, Analysis, Leadership, Project Management, Business Process..., Managerial Finance, Budgets, SaaS, Corporate Finance, CRM, Entrepreneurship, Consulting, CO-PA, Strategic Partnerships, Analytics, Business Planning, Finance, Competitive Analysis, P&L Management
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance, International Business
University of California, Santa Barbara 1986 — 1990
BA, Economics
Petra Chien, CFP®'s Wells Fargo Experience October 2003 - July 2005
Job Vice President Wealth Strategist at First Bank
Industry Investment Management
Experience
First Bank April 2015 - Present
Capital Group November 2012 - April 2015
Wells Fargo Bank - Wealth Management March 2011 - November 2012
Wells Fargo Bank - Wealth Management February 2010 - March 2011
Wells Fargo Bank - Wealth Management July 2005 - February 2010
Wells Fargo October 2003 - July 2005
Skills
CERTIFIED FINANCIAL..., Wealth Management, Investments, Retirement Planning, Asset Allocation, Mutual Funds, Strategic Financial..., Estate Planning, Financial Analysis, Banking, Insurance, Finance, Series 7, Wealth, Life Insurance, Securities, Financial Planning
Education
University of California, San Diego
BA, Communications
First Bank April 2015 - Present
Capital Group November 2012 - April 2015
Wells Fargo Bank - Wealth Management March 2011 - November 2012
Wells Fargo Bank - Wealth Management February 2010 - March 2011
Wells Fargo Bank - Wealth Management July 2005 - February 2010
Wells Fargo October 2003 - July 2005
Skills
CERTIFIED FINANCIAL..., Wealth Management, Investments, Retirement Planning, Asset Allocation, Mutual Funds, Strategic Financial..., Estate Planning, Financial Analysis, Banking, Insurance, Finance, Series 7, Wealth, Life Insurance, Securities, Financial Planning
Education
University of California, San Diego
BA, Communications
Eric Davison Eric Davison's Wells Fargo Experience April 2003 - October 2007
Job Associate Vice President at Griffin Capital Securities
Industry Financial Services
Experience
Griffin Capital Securities, Inc. May 2011 - Present
Priority Capital Group November 2009 - February 2011
Citi Personal Wealth Management October 2007 - November 2009
Wells Fargo April 2003 - October 2007
Nexcore Capital October 2002 - March 2003
IFMG/California Bank & Trust May 2001 - October 2002
Cal Fed February 1998 - May 2001
Skills
Series 63, Asset Allocation, Investments, Series 7, Alternative Investments, Mutual Funds
Education
University of California, San Diego
Bachelor of Science
Griffin Capital Securities, Inc. May 2011 - Present
Priority Capital Group November 2009 - February 2011
Citi Personal Wealth Management October 2007 - November 2009
Wells Fargo April 2003 - October 2007
Nexcore Capital October 2002 - March 2003
IFMG/California Bank & Trust May 2001 - October 2002
Cal Fed February 1998 - May 2001
Skills
Series 63, Asset Allocation, Investments, Series 7, Alternative Investments, Mutual Funds
Education
University of California, San Diego
Bachelor of Science
Stacey Hirsch Stacey Hirsch's Wells Fargo Experience 2006 - 2011
Job HR Recruiter at Advantage Sales & Marketing
Industry Human Resources
Experience
Advantage Sales & Marketing August 2015 - Present
Wells Fargo 2006 - 2011
Skills
Banking, Retail Banking, Finance, Financial Services, Loans, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Consumer Lending, PowerPoint, Outlook, Credit, Time Management
Education
UCSD EXTENSION 2012 — 2014
Human Resources Management, Human Resources Management/Personnel Administration, General
University of California, San Diego
Political science, Public law
Advantage Sales & Marketing August 2015 - Present
Wells Fargo 2006 - 2011
Skills
Banking, Retail Banking, Finance, Financial Services, Loans, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Consumer Lending, PowerPoint, Outlook, Credit, Time Management
Education
UCSD EXTENSION 2012 — 2014
Human Resources Management, Human Resources Management/Personnel Administration, General
University of California, San Diego
Political science, Public law
TARI CODY's Wells Fargo Experience April 1996 - July 1997
Job Sales & Service Manager, Branch Operations at Automobile Club of Southern California
Industry Consumer Services
Experience
Automobile Club of Southern California June 2014 - Present
ACSC February 2011 - June 2014
Full Circle Wireless Inc. February 2010 - August 2010
SchoolsFirst Federal Credit Union Formerly OCTFCU December 2004 - August 2009
Notary Public for the State of California January 2000 - May 2008
SchoolsFirst Federal Credit Union Formerly OCTFCU January 1999 - December 2004
HOME SAVINGS OF AMERICA / WASHINGTON MUTUAL July 1997 - December 1998
Wells Fargo April 1996 - July 1997
Wells Fargo Formerly First Interstate Bank May 1987 - April 1996
Skills
Coaching, Research, Customer Service, Leadership, Strategic Planning, Risk Management, Team Building, Banking, Process Improvement, Vendor Management, Budget, Project Management, Business Strategy, Operations Management, Performance Management, Management, Business Process..., Financial Services, Budgets, Risk Assessment, Business Process, Analysis, Cross-functional Team..., Training, Sales, Human Resources, Project Planning
Education
University of California, San Diego - The Rady School of Management 2014 — 2014
ACE Senior Leadership Education Program, Center for Executive Development
Saddleback College
Business Management
Automobile Club of Southern California June 2014 - Present
ACSC February 2011 - June 2014
Full Circle Wireless Inc. February 2010 - August 2010
SchoolsFirst Federal Credit Union Formerly OCTFCU December 2004 - August 2009
Notary Public for the State of California January 2000 - May 2008
SchoolsFirst Federal Credit Union Formerly OCTFCU January 1999 - December 2004
HOME SAVINGS OF AMERICA / WASHINGTON MUTUAL July 1997 - December 1998
Wells Fargo April 1996 - July 1997
Wells Fargo Formerly First Interstate Bank May 1987 - April 1996
Skills
Coaching, Research, Customer Service, Leadership, Strategic Planning, Risk Management, Team Building, Banking, Process Improvement, Vendor Management, Budget, Project Management, Business Strategy, Operations Management, Performance Management, Management, Business Process..., Financial Services, Budgets, Risk Assessment, Business Process, Analysis, Cross-functional Team..., Training, Sales, Human Resources, Project Planning
Education
University of California, San Diego - The Rady School of Management 2014 — 2014
ACE Senior Leadership Education Program, Center for Executive Development
Saddleback College
Business Management
Eric Fang (方國帆）'s Wells Fargo Experience September 2012 - Present
Job AVP Commercial Portfolio Manager at Wells Fargo (Eric.K.Fang@wellsfargo.com)
Industry Banking
Experience
Wells Fargo September 2012 - Present
Comerica Bank June 2010 - August 2012
Citibank February 2007 - June 2010
Countrywide Home Loans June 2006 - January 2007
College Works Painting March 2003 - September 2003
Skills
Commercial Banking, Mandarin, Banking, Retail Banking, Residential Mortgages, Credit, Private Banking, Credit Analysis, Financial Analysis, Portfolio Management, Underwriting, Marketing, Loans, Sales, Commercial Lending, Credit Risk, Wealth Management, Management, Finance, Treasury Management, Asset Based Lending, Small Business Lending, Consumer Lending, Loan Origination, Commercial Mortgages, Relationship Management
Education
Fermanian School of Business- Point Loma Nazarene University 2008 — 2010
Masters of Business Administration, Courses: Cost Accounting, Financial Accounting, Managerial Accounting, Finance, and Real Estate
University of California, San Diego 2002 — 2006
Bachelors of Science in Economics, Courses: Micro/Macro Economics, Corporate Finance, Financial Accounting, Financial Insurance
Wells Fargo September 2012 - Present
Comerica Bank June 2010 - August 2012
Citibank February 2007 - June 2010
Countrywide Home Loans June 2006 - January 2007
College Works Painting March 2003 - September 2003
Skills
Commercial Banking, Mandarin, Banking, Retail Banking, Residential Mortgages, Credit, Private Banking, Credit Analysis, Financial Analysis, Portfolio Management, Underwriting, Marketing, Loans, Sales, Commercial Lending, Credit Risk, Wealth Management, Management, Finance, Treasury Management, Asset Based Lending, Small Business Lending, Consumer Lending, Loan Origination, Commercial Mortgages, Relationship Management
Education
Fermanian School of Business- Point Loma Nazarene University 2008 — 2010
Masters of Business Administration, Courses: Cost Accounting, Financial Accounting, Managerial Accounting, Finance, and Real Estate
University of California, San Diego 2002 — 2006
Bachelors of Science in Economics, Courses: Micro/Macro Economics, Corporate Finance, Financial Accounting, Financial Insurance
Sanjana Yarlagadda Sanjana Yarlagadda's Wells Fargo Experience June 2015 - August 2015
Job Summer Financial Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2015 - August 2015
Associated Students of UC San Diego September 2014 - June 2015
UC San Diego Alumni & Community Engagement September 2013 - June 2015
Kaiser Permanente June 2013 - August 2013
Soctronics July 2012 - September 2012
DECA Inc. September 2009 - June 2012
City of San Ramon Parks & Community Services June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Public Speaking, Customer Service, PowerPoint, Microsoft Word, Finance, Financial Analysis, Economics, Teamwork, Time Management, Communication, Adaptability, Mathematics, Writing, Leadership, Research, Loan Origination
Education
University of California, San Diego 2012 — 2016
Bachelor of Arts (B.A.), International Business, Junior
Wells Fargo June 2015 - August 2015
Associated Students of UC San Diego September 2014 - June 2015
UC San Diego Alumni & Community Engagement September 2013 - June 2015
Kaiser Permanente June 2013 - August 2013
Soctronics July 2012 - September 2012
DECA Inc. September 2009 - June 2012
City of San Ramon Parks & Community Services June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Public Speaking, Customer Service, PowerPoint, Microsoft Word, Finance, Financial Analysis, Economics, Teamwork, Time Management, Communication, Adaptability, Mathematics, Writing, Leadership, Research, Loan Origination
Education
University of California, San Diego 2012 — 2016
Bachelor of Arts (B.A.), International Business, Junior
Jayme Olson Jayme Olson's Wells Fargo Experience April 2009 - September 2009
Job Project Management, Operations & Administration Professional
Industry Financial Services
Experience
Provident Bank Mortgage May 2015 - July 2015
JPMorgan Chase 2009 - 2013
Wells Fargo April 2009 - September 2009
Cal Gold Processing April 2004 - April 2009
Skills
Financial Analysis, Long-term Customer..., Risk Management, Project Management, Financial Reporting, Project Planning, Process Improvement, Customer Service, Loans, Analysis, Project Coordination, Mortgage Banking, Credit, Team Building, Due Diligence, Financial Services, Finance, Non-profit Volunteer, Volunteer Training, Mortgage Lending, Budgets, Teamwork, Time Management, Refinance, Vendor Management, Leadership, Loan Servicing, Call Centers, Consumer Lending, Business Analysis
Education
University of California, San Diego 2014 — 2015
Project Management Professional Certificate
California State University San Marcos
Bachelor's Degree, Psychology w Business Admin minor
Provident Bank Mortgage May 2015 - July 2015
JPMorgan Chase 2009 - 2013
Wells Fargo April 2009 - September 2009
Cal Gold Processing April 2004 - April 2009
Skills
Financial Analysis, Long-term Customer..., Risk Management, Project Management, Financial Reporting, Project Planning, Process Improvement, Customer Service, Loans, Analysis, Project Coordination, Mortgage Banking, Credit, Team Building, Due Diligence, Financial Services, Finance, Non-profit Volunteer, Volunteer Training, Mortgage Lending, Budgets, Teamwork, Time Management, Refinance, Vendor Management, Leadership, Loan Servicing, Call Centers, Consumer Lending, Business Analysis
Education
University of California, San Diego 2014 — 2015
Project Management Professional Certificate
California State University San Marcos
Bachelor's Degree, Psychology w Business Admin minor
Ga Young (Linda) Yoo's Wells Fargo Experience December 2011 - December 2012
Job Master of Entertainment Management Candidate at University of Southern California
Industry Public Relations and Communications
Experience
University of Southern California Annenberg School of Communications August 2013 - Present
Examiner.com June 2013 - Present
Wells Fargo December 2011 - December 2012
International Rescue Committee June 2011 - November 2011
Alliance for Children's Rights October 2010 - May 2011
Access, Inc June 2010 - September 2010
Skills
Public Relations, Press Releases, White Papers, legal writing, CEO report, Magazine features, qualitiative interviews, quantatitive analysis, Leadership, Magazines, Writing, Scriptwriting
Education
University of Southern California 2013 — 2015
Masters of Communication Management, Communications/Entertainment Management
University of California, San Diego 2008 — 2010
Bachelor of Arts, Sociology
Santa Monica Community College 2004 — 2008
Associates of Arts
Hoover High School
High School Diploma
University of Southern California Annenberg School of Communications August 2013 - Present
Examiner.com June 2013 - Present
Wells Fargo December 2011 - December 2012
International Rescue Committee June 2011 - November 2011
Alliance for Children's Rights October 2010 - May 2011
Access, Inc June 2010 - September 2010
Skills
Public Relations, Press Releases, White Papers, legal writing, CEO report, Magazine features, qualitiative interviews, quantatitive analysis, Leadership, Magazines, Writing, Scriptwriting
Education
University of Southern California 2013 — 2015
Masters of Communication Management, Communications/Entertainment Management
University of California, San Diego 2008 — 2010
Bachelor of Arts, Sociology
Santa Monica Community College 2004 — 2008
Associates of Arts
Hoover High School
High School Diploma
Julio Monroy's Wells Fargo Experience January 2011 - May 2011
Job PHP Programmer at University of San Diego
Industry Information Technology and Services
Experience
University of San Diego September 2015 - Present
PlayStation Network - Sony Network Entertainment Int’l September 2013 - August 2015
Bridgepoint Education April 2013 - June 2013
Oakley / Luxottica Retail May 2012 - March 2013
The Walt Disney Company June 2011 - April 2012
Wells Fargo January 2011 - May 2011
Skills
Ruby, Java, PHP, MySQL, Oracle, C++, Ruby on Rails, Linux, LAMP, JavaScript, CSS, Informix, x86 Assembly, HTML, Ksh, Csh, Bash, Eclipse, SQLyog, Visual SVN, Unix, WAMP, Git, ANSI C, DOM, Threads, Web Development, Data Mining, Data Warehousing, System Administration, CSS3, rubinius (rbx), groovy, cacti, Extrahop, CA Wiley, MySQLi, Cassandra
Education
University of California, San Diego 2007 — 2009
Political Science with minor in Public Law, Political Science and Government
University of San Diego September 2015 - Present
PlayStation Network - Sony Network Entertainment Int’l September 2013 - August 2015
Bridgepoint Education April 2013 - June 2013
Oakley / Luxottica Retail May 2012 - March 2013
The Walt Disney Company June 2011 - April 2012
Wells Fargo January 2011 - May 2011
Skills
Ruby, Java, PHP, MySQL, Oracle, C++, Ruby on Rails, Linux, LAMP, JavaScript, CSS, Informix, x86 Assembly, HTML, Ksh, Csh, Bash, Eclipse, SQLyog, Visual SVN, Unix, WAMP, Git, ANSI C, DOM, Threads, Web Development, Data Mining, Data Warehousing, System Administration, CSS3, rubinius (rbx), groovy, cacti, Extrahop, CA Wiley, MySQLi, Cassandra
Education
University of California, San Diego 2007 — 2009
Political Science with minor in Public Law, Political Science and Government
Haig DerBedrossian's Wells Fargo Experience June 2011 - April 2013
Job Claims Professional at Berkshire Hathaway Homestate Companies
Industry Insurance
Experience
Berkshire Hathaway Homestate Companies April 2015 - Present
Cigna January 2014 - April 2015
Wells Fargo June 2011 - April 2013
British American Tobacco March 2008 - March 2011
IATCO (P&G Distributors) September 2007 - February 2008
Procter & Gamble July 2006 - August 2007
Skills
FMCG, Forecasting, Procurement, Supply Chain Management, Supply Chain, SAP, Supply Management, Strategic Sourcing, Demand Planning, Negotiation, Competitive Analysis, Logistics, Analysis, Customer Service
Education
University of California, San Diego 2012 — 2013
Master's degree, Master of Advanced Studies International Affairs
Haigazian University 2003 — 2006
BA, Economics
College Djemaran 2000 — 2002
French Baccalaureate, Philosophy Section
Berkshire Hathaway Homestate Companies April 2015 - Present
Cigna January 2014 - April 2015
Wells Fargo June 2011 - April 2013
British American Tobacco March 2008 - March 2011
IATCO (P&G Distributors) September 2007 - February 2008
Procter & Gamble July 2006 - August 2007
Skills
FMCG, Forecasting, Procurement, Supply Chain Management, Supply Chain, SAP, Supply Management, Strategic Sourcing, Demand Planning, Negotiation, Competitive Analysis, Logistics, Analysis, Customer Service
Education
University of California, San Diego 2012 — 2013
Master's degree, Master of Advanced Studies International Affairs
Haigazian University 2003 — 2006
BA, Economics
College Djemaran 2000 — 2002
French Baccalaureate, Philosophy Section
Steven DeGoede Steven DeGoede's Wells Fargo Experience April 2010 - July 2011
Job Senior Specialist Global Service Transition at Genentech
Industry Biotechnology
Experience
Genentech June 2015 - Present
Genentech January 2012 - June 2015
Wells Fargo April 2010 - July 2011
Sherwin Williams October 2008 - April 2010
Skills
Sales, Store Management, Windows 7, Windows, Mac OS X, Mac OS, Merchant Services, Google Apps, Bomgar, WebEx, VMware, Networking, Sales Presentations, B2B, Credit Card Terminals, Credit Card Transaction..., iPhone Support, iPad, Blackberry, VPN, Microsoft Certified..., Apple Certified, International Traveler, OS X, New Business Development, Project Management, Troubleshooting, Management, Business Development
Education
University of California, Santa Barbara
BA, Global Studies/Chinese
Genentech June 2015 - Present
Genentech January 2012 - June 2015
Wells Fargo April 2010 - July 2011
Sherwin Williams October 2008 - April 2010
Skills
Sales, Store Management, Windows 7, Windows, Mac OS X, Mac OS, Merchant Services, Google Apps, Bomgar, WebEx, VMware, Networking, Sales Presentations, B2B, Credit Card Terminals, Credit Card Transaction..., iPhone Support, iPad, Blackberry, VPN, Microsoft Certified..., Apple Certified, International Traveler, OS X, New Business Development, Project Management, Troubleshooting, Management, Business Development
Education
University of California, Santa Barbara
BA, Global Studies/Chinese
Alicia Atkins's Wells Fargo Experience 2008 - 2012
Job Recruiter at First American Financial Corporation
Industry Financial Services
Experience
First American Financial Corporation 2013 - Present
Interthinx (acquired by First American Financial Corporation) 2013 - 2014
Wells Fargo 2008 - 2012
Career Strategies 2007 - 2008
Answer Financial 2005 - 2007
Skills
Full-life Cycle..., Corporate Recruiting, Talent Acquisition, Recruiting, Applicant Tracking..., Sourcing, Behavioral Interviewing, Human Resources, Recruitment Advertising, Interviews, Talent Management, Screening Resumes, Phone Screening, Technical Recruiting, Strategic Sourcing, Employee Relations, Onboarding, New Hire Orientations, New Hire Processes, New Hire Paperwork, Employee Benefits, Training, Vendor Management, Leadership, Financial Services, Banking, Mortgage Lending, Insurance, Employee Training, Coaching, Succession Planning, Licensing, Compliance, Public Speaking, Contract Recruitment, IT Recruitment, Interview Skills
Education
University of California, Santa Barbara 2000 — 2004
Bachelor of Arts (BA), Law & Society
First American Financial Corporation 2013 - Present
Interthinx (acquired by First American Financial Corporation) 2013 - 2014
Wells Fargo 2008 - 2012
Career Strategies 2007 - 2008
Answer Financial 2005 - 2007
Skills
Full-life Cycle..., Corporate Recruiting, Talent Acquisition, Recruiting, Applicant Tracking..., Sourcing, Behavioral Interviewing, Human Resources, Recruitment Advertising, Interviews, Talent Management, Screening Resumes, Phone Screening, Technical Recruiting, Strategic Sourcing, Employee Relations, Onboarding, New Hire Orientations, New Hire Processes, New Hire Paperwork, Employee Benefits, Training, Vendor Management, Leadership, Financial Services, Banking, Mortgage Lending, Insurance, Employee Training, Coaching, Succession Planning, Licensing, Compliance, Public Speaking, Contract Recruitment, IT Recruitment, Interview Skills
Education
University of California, Santa Barbara 2000 — 2004
Bachelor of Arts (BA), Law & Society
Lisa Simpson's Wells Fargo Experience August 2014 - Present
Job Digital and Integrated Marketing Manager
Industry Marketing and Advertising
Experience
Wells Fargo August 2014 - Present
Charles Schwab July 2011 - July 2014
Charles Schwab June 2010 - June 2011
Charles Schwab January 2007 - June 2010
Visa June 2006 - December 2006
Grey San Francisco November 2003 - May 2006
Modem Media January 2003 - January 2004
Miller Huber August 2000 - July 2001
USWeb/CKS May 1999 - August 2000
Skills
Integrated Marketing, Digital Marketing, Email Marketing, Online Advertising, Marketing Communications, SEO, Lead Generation, Marketing Strategy, Social Media, CRM, Strategy, Analytics, Marketing, Customer Acquisition, B2B, Strategic Communications, Interactive Marketing, Direct Marketing, Social Media Marketing, User Experience, Cross-functional Team..., Leadership, Management, Direct Mail, Mobile Marketing, Digital Strategy, Multi-channel Marketing, Content Development, Web Analytics, Online Marketing, Advertising, B2B Marketing, Content Strategy, Web Content
Education
University of California, Santa Barbara
Bachelor's Degree, Communications
Wells Fargo August 2014 - Present
Charles Schwab July 2011 - July 2014
Charles Schwab June 2010 - June 2011
Charles Schwab January 2007 - June 2010
Visa June 2006 - December 2006
Grey San Francisco November 2003 - May 2006
Modem Media January 2003 - January 2004
Miller Huber August 2000 - July 2001
USWeb/CKS May 1999 - August 2000
Skills
Integrated Marketing, Digital Marketing, Email Marketing, Online Advertising, Marketing Communications, SEO, Lead Generation, Marketing Strategy, Social Media, CRM, Strategy, Analytics, Marketing, Customer Acquisition, B2B, Strategic Communications, Interactive Marketing, Direct Marketing, Social Media Marketing, User Experience, Cross-functional Team..., Leadership, Management, Direct Mail, Mobile Marketing, Digital Strategy, Multi-channel Marketing, Content Development, Web Analytics, Online Marketing, Advertising, B2B Marketing, Content Strategy, Web Content
Education
University of California, Santa Barbara
Bachelor's Degree, Communications
Ka Weng Sin Ka Weng Sin's Wells Fargo Experience July 2013 - April 2015
Job Medical Clinic Tech
Industry Chemicals
Experience
Asian Health Services September 2015 - Present
Wells Fargo July 2013 - April 2015
Sharp Mary Birch for Mothers & Newborns Hospital November 2012 - June 2013
Jasmine Chinese Food To Go June 2007 - June 2009
Education
University of California, San Diego 2009 — 2013
Bachelor of Science (B.S.), Biochemistry/Chemistry, minor in Chinese Studies
San Leandro High School 2005 — 2009
High School Diploma
Cumberland Chinese High School 1998 — 2009
High School Graduate, Cantonese Chinese
Asian Health Services September 2015 - Present
Wells Fargo July 2013 - April 2015
Sharp Mary Birch for Mothers & Newborns Hospital November 2012 - June 2013
Jasmine Chinese Food To Go June 2007 - June 2009
Education
University of California, San Diego 2009 — 2013
Bachelor of Science (B.S.), Biochemistry/Chemistry, minor in Chinese Studies
San Leandro High School 2005 — 2009
High School Diploma
Cumberland Chinese High School 1998 — 2009
High School Graduate, Cantonese Chinese
Joe Corral's Wells Fargo Experience June 2013 - October 2013
Job System Operations at Local Market Launch
Industry Marketing and Advertising
Experience
Local Market Launch June 2014 - Present
AppFolio Inc. (MyCase) April 2015 - August 2015
Local Market Launch June 2014 - April 2015
Yelp September 2014 - November 2014
AutoVitals March 2014 - June 2014
Wells Fargo June 2013 - October 2013
UC Santa Barbara June 2012 - August 2012
Skills
Microsoft Excel, Politics, PowerPoint, Research, Spanish, Political Science, History, Community Outreach, Event Planning, Public Speaking, Nonprofits, Analysis, Data Analysis, Social Media, Fundraising, Customer Service, Microsoft Word, Business Development, Advertising Sales, Cold Calling, Online Advertising, Marketing, Social Media Marketing, Online Marketing, Strategic Partnerships, Marketing Strategy
Education
University of California, Santa Barbara 2010 — 2014
Bachelor's Degree, Political Science and History
Local Market Launch June 2014 - Present
AppFolio Inc. (MyCase) April 2015 - August 2015
Local Market Launch June 2014 - April 2015
Yelp September 2014 - November 2014
AutoVitals March 2014 - June 2014
Wells Fargo June 2013 - October 2013
UC Santa Barbara June 2012 - August 2012
Skills
Microsoft Excel, Politics, PowerPoint, Research, Spanish, Political Science, History, Community Outreach, Event Planning, Public Speaking, Nonprofits, Analysis, Data Analysis, Social Media, Fundraising, Customer Service, Microsoft Word, Business Development, Advertising Sales, Cold Calling, Online Advertising, Marketing, Social Media Marketing, Online Marketing, Strategic Partnerships, Marketing Strategy
Education
University of California, Santa Barbara 2010 — 2014
Bachelor's Degree, Political Science and History
John Yoo's Wells Fargo Experience April 2012 - Present
Job Vice President & Senior Business Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2012 - Present
Hanmi Bank October 2011 - April 2012
Pacific City Bank June 2005 - October 2011
Skills
CA Real Estate Broker..., Loans, Commercial Lending, Underwriting, Finance, Small Business Lending, Credit Analysis, Credit, Due Diligence, Real Estate, Valuation, Commercial Banking, Financial Structuring, Commercial Mortgages, Negotiation, Asset Management, Financial Risk, Investments, Loan Origination, Lines Of Credit, Portfolio Management, Mortgage Lending, SBA, Consumer Lending, Mortgage Banking, Real Estate Financing, Banking, Construction Loans, Refinance, Asset Based Lending, Residential Mortgages
Education
University of California, San Diego 2002 — 2005
B.A degree, Urban Studies and Planning; Urban Economics
Wells Fargo April 2012 - Present
Hanmi Bank October 2011 - April 2012
Pacific City Bank June 2005 - October 2011
Skills
CA Real Estate Broker..., Loans, Commercial Lending, Underwriting, Finance, Small Business Lending, Credit Analysis, Credit, Due Diligence, Real Estate, Valuation, Commercial Banking, Financial Structuring, Commercial Mortgages, Negotiation, Asset Management, Financial Risk, Investments, Loan Origination, Lines Of Credit, Portfolio Management, Mortgage Lending, SBA, Consumer Lending, Mortgage Banking, Real Estate Financing, Banking, Construction Loans, Refinance, Asset Based Lending, Residential Mortgages
Education
University of California, San Diego 2002 — 2005
B.A degree, Urban Studies and Planning; Urban Economics
George Corzine George Corzine's Wells Fargo Experience April 2013 - Present
Job Digital Strategy, User Experience, Product Design
Industry Design
Experience
Wells Fargo April 2013 - Present
Wells Fargo January 2003 - April 2013
SyntaxVision 2002 - 2007
Atinera September 2001 - July 2002
Scient March 1999 - June 2001
Purple Moon September 1996 - August 1998
AnyRiver Entertainment January 1996 - April 1996
Skills
User Experience, User-centered Design, Information Architecture, Interaction Design, Mobile Devices, User Experience Design, Strategy, Customer Experience, Experience Design, Wireframes, Mobile Design, Usability Testing, Product Management, User Interface Design, Design Strategy, User Scenarios, Digital Strategy, Agile Methodologies, Product Innovation, Cross-functional Team..., Customer Insight, Art Direction, Mobile Payments, Content Strategy, Mobile Applications, Usability, Prototype, Information Design, Design Thinking, Task Analysis, Personas, Product Design
Education
University of California, Santa Barbara
BFA, Arts, secondary emphasis Creative Writing
Wells Fargo April 2013 - Present
Wells Fargo January 2003 - April 2013
SyntaxVision 2002 - 2007
Atinera September 2001 - July 2002
Scient March 1999 - June 2001
Purple Moon September 1996 - August 1998
AnyRiver Entertainment January 1996 - April 1996
Skills
User Experience, User-centered Design, Information Architecture, Interaction Design, Mobile Devices, User Experience Design, Strategy, Customer Experience, Experience Design, Wireframes, Mobile Design, Usability Testing, Product Management, User Interface Design, Design Strategy, User Scenarios, Digital Strategy, Agile Methodologies, Product Innovation, Cross-functional Team..., Customer Insight, Art Direction, Mobile Payments, Content Strategy, Mobile Applications, Usability, Prototype, Information Design, Design Thinking, Task Analysis, Personas, Product Design
Education
University of California, Santa Barbara
BFA, Arts, secondary emphasis Creative Writing
Darren Bareuther Darren Bareuther's Wells Fargo Experience March 2015 - Present
Job Store Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Wells Fargo October 2013 - Present
Wells Fargo October 2012 - September 2013
Wells Fargo October 2011 - September 2012
Wells Fargo June 2009 - October 2011
FedEx Express February 2007 - July 2008
Skills
Banking, Credit, Loans, Retail Banking, Small Business Lending, Customer Service, Sales, Insurance, Lines Of Credit, Cash Management, Loan Origination
Education
University of California, San Diego 2005 — 2008
Bachelor of Arts (BA), Economics
Wells Fargo March 2015 - Present
Wells Fargo October 2013 - Present
Wells Fargo October 2012 - September 2013
Wells Fargo October 2011 - September 2012
Wells Fargo June 2009 - October 2011
FedEx Express February 2007 - July 2008
Skills
Banking, Credit, Loans, Retail Banking, Small Business Lending, Customer Service, Sales, Insurance, Lines Of Credit, Cash Management, Loan Origination
Education
University of California, San Diego 2005 — 2008
Bachelor of Arts (BA), Economics
Shilla Almeida Shilla Almeida's Wells Fargo Experience July 2013 - Present
Job Loan Servicing Analyst at Wells Fargo
Industry Accounting
Experience
Wells Fargo July 2013 - Present
Silicon Valley Accountancy April 2013 - July 2013
Goa Sudharop June 2010 - June 2013
Mason McDuffie November 2009 - March 2010
Skills
General Ledger, Business Analysis, Strategic Planning, Microsoft Excel, Tax Preparation, Teamwork, Account Reconciliation, Accounting, Corporate Finance, Non-profits, Bookkeeping, Microsoft Office, Sarbanes-Oxley Act, Strategic Financial..., Risk Management, Auditing, Research, Analysis, Financial Accounting, Customer Service, Internal Audit, Due Diligence, Corporate Tax, External Audit, Financial Modeling, English, Public Speaking, Internal Controls, Microsoft Word, Change Management, Tax Returns, PowerPoint, Business Strategy, Event Planning, Management Consulting, Financial Analysis, Forecasting, Accounts Receivable, Project Management, Managerial Finance, Budgets, Income Tax, Accounts Payable, Outlook, SAP, GAAP, Social Media, QuickBooks, IFRS, Cash Flow
Education
University of California, San Diego 2010 — 2012
Wells Fargo July 2013 - Present
Silicon Valley Accountancy April 2013 - July 2013
Goa Sudharop June 2010 - June 2013
Mason McDuffie November 2009 - March 2010
Skills
General Ledger, Business Analysis, Strategic Planning, Microsoft Excel, Tax Preparation, Teamwork, Account Reconciliation, Accounting, Corporate Finance, Non-profits, Bookkeeping, Microsoft Office, Sarbanes-Oxley Act, Strategic Financial..., Risk Management, Auditing, Research, Analysis, Financial Accounting, Customer Service, Internal Audit, Due Diligence, Corporate Tax, External Audit, Financial Modeling, English, Public Speaking, Internal Controls, Microsoft Word, Change Management, Tax Returns, PowerPoint, Business Strategy, Event Planning, Management Consulting, Financial Analysis, Forecasting, Accounts Receivable, Project Management, Managerial Finance, Budgets, Income Tax, Accounts Payable, Outlook, SAP, GAAP, Social Media, QuickBooks, IFRS, Cash Flow
Education
University of California, San Diego 2010 — 2012
Adam Edmiston's Wells Fargo Experience October 2010 - February 2012
Job Business Consultant, Strategy, Analytics, & Metrics
Industry Financial Services
Experience
PRO Unlimited March 2015 - Present
Oracle January 2014 - March 2015
Oracle March 2013 - December 2013
State Street February 2012 - March 2013
Wells Fargo October 2010 - February 2012
Soares, Sandall, Bernacchi, & Petrovich January 2010 - April 2010
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Economics with an emphasis in Accounting
Folsom High School
PRO Unlimited March 2015 - Present
Oracle January 2014 - March 2015
Oracle March 2013 - December 2013
State Street February 2012 - March 2013
Wells Fargo October 2010 - February 2012
Soares, Sandall, Bernacchi, & Petrovich January 2010 - April 2010
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Economics with an emphasis in Accounting
Folsom High School
Lori Ben Lori Ben's Wells Fargo Experience June 2015 - Present
Job at
Industry Banking
Experience
Wells Fargo June 2015 - Present
Wells Fargo July 2013 - June 2015
Wells Fargo June 2011 - June 2013
Kados Technology, Inc. August 2009 - February 2011
Cricket Communications May 2008 - July 2010
Cricket Communications, Inc. March 2006 - May 2008
Cymer, Inc. May 2005 - March 2006
K2 Licensing & Promotions. Inc July 2002 - May 2005
Cardinal Health - Pyxis, Inc. February 2001 - July 2002
Cardinal Health - Pyxis, Inc. September 1999 - February 2001
Skills
Process Improvement, Vendor Management, Cross-functional Team..., SDLC, Business Analysis, Program Management, Strategy, Risk Management, Project Management, Oracle, Integration, Team Leadership, Financial Analysis, Variance Analysis, Management, Budgets, Business Process..., General Ledger, Account Reconciliation, Analysis, Finance, Leadership, Software Documentation, Business Process, Data Analysis, Forecasting, ERP Implementations, CRM, Training, Software Project..., MS Project, Testing, Business Development
Education
University of California, San Diego 2007 — 2008
Certificate, Project Management
Almeda University
BS, Business of Administration
Northeast Senior High School
Wells Fargo June 2015 - Present
Wells Fargo July 2013 - June 2015
Wells Fargo June 2011 - June 2013
Kados Technology, Inc. August 2009 - February 2011
Cricket Communications May 2008 - July 2010
Cricket Communications, Inc. March 2006 - May 2008
Cymer, Inc. May 2005 - March 2006
K2 Licensing & Promotions. Inc July 2002 - May 2005
Cardinal Health - Pyxis, Inc. February 2001 - July 2002
Cardinal Health - Pyxis, Inc. September 1999 - February 2001
Skills
Process Improvement, Vendor Management, Cross-functional Team..., SDLC, Business Analysis, Program Management, Strategy, Risk Management, Project Management, Oracle, Integration, Team Leadership, Financial Analysis, Variance Analysis, Management, Budgets, Business Process..., General Ledger, Account Reconciliation, Analysis, Finance, Leadership, Software Documentation, Business Process, Data Analysis, Forecasting, ERP Implementations, CRM, Training, Software Project..., MS Project, Testing, Business Development
Education
University of California, San Diego 2007 — 2008
Certificate, Project Management
Almeda University
BS, Business of Administration
Northeast Senior High School
Christina Jaquez Christina Jaquez's Wells Fargo Experience January 2000 - January 2006
Job Student Affairs Professional
Industry Higher Education
Experience
Ashford University December 2012 - Present
Ashford University January 2009 - 2013
Bridgepoint Education February 2012 - December 2012
University of the Rockies October 2010 - January 2012
University of the Rockies November 2009 - October 2010
Bridgepoint Education 2008 - 2009
Wells Fargo January 2000 - January 2006
University of California January 1999 - January 2002
Skills
Dispute Resolution, Mediation, Student Administration, University Teaching, Teaching Adults, Legal Research, Academic Administration, Educational Leadership, Admissions, Adult Education, Conflict Resolution, Enrollment Management, Higher Education..., Higher Education Policy, Policy
Education
Whittier Law School 2002 — 2005
J.D.
University of California, San Diego 1998 — 2002
Bachelor of Arts, Communications
Ashford University December 2012 - Present
Ashford University January 2009 - 2013
Bridgepoint Education February 2012 - December 2012
University of the Rockies October 2010 - January 2012
University of the Rockies November 2009 - October 2010
Bridgepoint Education 2008 - 2009
Wells Fargo January 2000 - January 2006
University of California January 1999 - January 2002
Skills
Dispute Resolution, Mediation, Student Administration, University Teaching, Teaching Adults, Legal Research, Academic Administration, Educational Leadership, Admissions, Adult Education, Conflict Resolution, Enrollment Management, Higher Education..., Higher Education Policy, Policy
Education
Whittier Law School 2002 — 2005
J.D.
University of California, San Diego 1998 — 2002
Bachelor of Arts, Communications
Sanjil Patel's Wells Fargo Experience July 2014 - July 2015
Job software professional and investments
Industry Computer Software
Experience
Independent October 2011 - Present
Wells Fargo July 2014 - July 2015
E*TRADE Financial January 2012 - September 2013
Charles Schwab 2011 - September 2011
Wells Fargo February 2010 - March 2011
The Options Report, LLC June 2006 - December 2009
Socialpicks (acquired by FinancialContent Services, Inc.) August 2008 - October 2008
Symantec (formerly VERITAS Software) January 2004 - June 2006
Inucom (acquired by IBM) 2001 - 2003
Solid Information Technology (acquired by IBM) 2000 - 2001
Skills
Product Management, Product Marketing, Competitive Analysis, Mobile Applications, Investments, Options Strategies, Product Development, Business Development, Start-ups, Stock Market, Futures, Digital Marketing, Product Strategy, Agile Methodologies, Online Marketing, Requirements Analysis, Internet Banking, Options, Mergers & Acquisitions, Analytics, Integration, Brokerage, Equities, Management, online banking, Scrum, User Experience, User Interface Design
Education
University of California, San Diego 1994 — 1998
BA
UC Berkeley Extension 2004 — 2005
Independent October 2011 - Present
Wells Fargo July 2014 - July 2015
E*TRADE Financial January 2012 - September 2013
Charles Schwab 2011 - September 2011
Wells Fargo February 2010 - March 2011
The Options Report, LLC June 2006 - December 2009
Socialpicks (acquired by FinancialContent Services, Inc.) August 2008 - October 2008
Symantec (formerly VERITAS Software) January 2004 - June 2006
Inucom (acquired by IBM) 2001 - 2003
Solid Information Technology (acquired by IBM) 2000 - 2001
Skills
Product Management, Product Marketing, Competitive Analysis, Mobile Applications, Investments, Options Strategies, Product Development, Business Development, Start-ups, Stock Market, Futures, Digital Marketing, Product Strategy, Agile Methodologies, Online Marketing, Requirements Analysis, Internet Banking, Options, Mergers & Acquisitions, Analytics, Integration, Brokerage, Equities, Management, online banking, Scrum, User Experience, User Interface Design
Education
University of California, San Diego 1994 — 1998
BA
UC Berkeley Extension 2004 — 2005
Marise Phillips's Wells Fargo Experience October 2013 - Present
Job Service Design Strategist
Industry Internet
Experience
Wells Fargo October 2013 - Present
Self-Employed 2013 - 2014
Awasu Design May 2013 - September 2013
Comrade September 2012 - March 2013
Wells Fargo September 2008 - August 2012
Blurb, Inc. May 2006 - July 2009
Quire, Inc. June 2007 - August 2008
Seagate Services (formerly EVault, Inc.) July 2006 - June 2007
Walmart.com March 2005 - April 2006
Symantec Corporation (formerly VERITAS Software) July 2003 - March 2005
Skills
User Interface Design, User Experience, User-centered Design, Information Architecture, Interaction Design, Usability Testing, Content Strategy, Customer Experience, Personas, Heuristic Evaluation, User Interface, Information Design, Card Sorting, Task Analysis, Prototyping, Experience Design, Wire Framing, Contextual Inquiry, Agile, OmniGraffle, User Scenarios, Product Design, Focus Groups, Web Design, CSS, Web Project Management, Site Maps, Graphic Design, Service Design, Creative Direction, HTML, Learning Management, Training & Development, Mentoring, Coaching, Critique, Business Process Design, Large Group Facilitation, Agile Methodologies, Persona, Customer Journey Mapping, Product Management, Taxonomy, Consulting, Research, Workshop Facilitation, Usability Engineering, Mobile Devices, Strategy, CMS
Education
University of California, Santa Barbara 1986 — 1992
BA, Theatre, Art, Literature
Wells Fargo October 2013 - Present
Self-Employed 2013 - 2014
Awasu Design May 2013 - September 2013
Comrade September 2012 - March 2013
Wells Fargo September 2008 - August 2012
Blurb, Inc. May 2006 - July 2009
Quire, Inc. June 2007 - August 2008
Seagate Services (formerly EVault, Inc.) July 2006 - June 2007
Walmart.com March 2005 - April 2006
Symantec Corporation (formerly VERITAS Software) July 2003 - March 2005
Skills
User Interface Design, User Experience, User-centered Design, Information Architecture, Interaction Design, Usability Testing, Content Strategy, Customer Experience, Personas, Heuristic Evaluation, User Interface, Information Design, Card Sorting, Task Analysis, Prototyping, Experience Design, Wire Framing, Contextual Inquiry, Agile, OmniGraffle, User Scenarios, Product Design, Focus Groups, Web Design, CSS, Web Project Management, Site Maps, Graphic Design, Service Design, Creative Direction, HTML, Learning Management, Training & Development, Mentoring, Coaching, Critique, Business Process Design, Large Group Facilitation, Agile Methodologies, Persona, Customer Journey Mapping, Product Management, Taxonomy, Consulting, Research, Workshop Facilitation, Usability Engineering, Mobile Devices, Strategy, CMS
Education
University of California, Santa Barbara 1986 — 1992
BA, Theatre, Art, Literature
Charlie Jackman's Wells Fargo Experience September 2004 - October 2005
Job Content Strategy, WordPress Consultant and Trainer, Online Membership and Subscriptions, Social Media Management
Industry Internet
Experience
SOFREP.com/Force12 Media April 2012 - Present
JackmanGreenleaf 2012 - Present
Military.com (Military Advantage, a Monster company) October 2005 - April 2012
Wells Fargo September 2004 - October 2005
Altera November 2003 - September 2004
Pacific Business Group on Health May 2002 - November 2003
AllianceBernstein March 1999 - December 2001
ICMS January 1996 - February 1999
Skills
WordPress, WordPress Training, Web Content Strategy, Online Membership, Social Media Management
Education
University of California, Santa Barbara 1985 — 1987
BA
SOFREP.com/Force12 Media April 2012 - Present
JackmanGreenleaf 2012 - Present
Military.com (Military Advantage, a Monster company) October 2005 - April 2012
Wells Fargo September 2004 - October 2005
Altera November 2003 - September 2004
Pacific Business Group on Health May 2002 - November 2003
AllianceBernstein March 1999 - December 2001
ICMS January 1996 - February 1999
Skills
WordPress, WordPress Training, Web Content Strategy, Online Membership, Social Media Management
Education
University of California, Santa Barbara 1985 — 1987
BA
Peter Caruso's Wells Fargo Experience January 2010 - April 2013
Job Executive Director Finance at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase & Co. October 2014 - Present
JPMorgan Chase April 2013 - October 2014
Wells Fargo January 2010 - April 2013
Wells Fargo October 2007 - January 2010
The Clorox Company May 2005 - October 2007
Skills
Finance, Financial Analysis, Commercial Banking, Treasury Management, Banking, Credit, Financial Reporting, Business Strategy
Education
University of California, Santa Barbara
Business Economics, Accounting
JPMorgan Chase & Co. October 2014 - Present
JPMorgan Chase April 2013 - October 2014
Wells Fargo January 2010 - April 2013
Wells Fargo October 2007 - January 2010
The Clorox Company May 2005 - October 2007
Skills
Finance, Financial Analysis, Commercial Banking, Treasury Management, Banking, Credit, Financial Reporting, Business Strategy
Education
University of California, Santa Barbara
Business Economics, Accounting
Heather (Schow) Doherty's Wells Fargo Experience December 2013 - Present
Job Executive Communications for Wells Fargo & Co.
Industry Financial Services
Experience
Wells Fargo December 2013 - Present
Charles Schwab March 2013 - November 2013
Charles Schwab April 2010 - March 2013
Self Employed December 2008 - April 2010
Wells Fargo September 2004 - November 2008
Skills
Media Relations, Corporate Communications, Internal Communications, Public Relations, Strategy, Email Marketing, Copywriting, Editing, Leadership, Social Media, Copy Editing, Marketing, Event Management, Speech Writing
Education
University of California, Santa Barbara 2001 — 2003
Bachelor's, English
Folsom High School
Wells Fargo December 2013 - Present
Charles Schwab March 2013 - November 2013
Charles Schwab April 2010 - March 2013
Self Employed December 2008 - April 2010
Wells Fargo September 2004 - November 2008
Skills
Media Relations, Corporate Communications, Internal Communications, Public Relations, Strategy, Email Marketing, Copywriting, Editing, Leadership, Social Media, Copy Editing, Marketing, Event Management, Speech Writing
Education
University of California, Santa Barbara 2001 — 2003
Bachelor's, English
Folsom High School
Tadd Liu's Wells Fargo Experience January 2006 - November 2006
Job Capital Markets Analyst and Trading Operations
Industry Capital Markets
Experience
Wells Fargo Securities May 2008 - Present
Wells Capital Management November 2006 - May 2008
Wells Fargo January 2006 - November 2006
Fisher Investments August 2005 - January 2006
Skills
Investments, Financial Analysis, Financial Modeling, DCF, Valuation, Portfolio Management, Equities
Education
University of California, San Diego 2001 — 2005
B.S., Business Management
Wells Fargo Securities May 2008 - Present
Wells Capital Management November 2006 - May 2008
Wells Fargo January 2006 - November 2006
Fisher Investments August 2005 - January 2006
Skills
Investments, Financial Analysis, Financial Modeling, DCF, Valuation, Portfolio Management, Equities
Education
University of California, San Diego 2001 — 2005
B.S., Business Management
Nick Bowerman's Wells Fargo Experience March 2010 - June 2011
Job Sr. Project Manager at University of California, Office of the President / Modis
Industry Financial Services
Experience
University of California Office of the President / Modis May 2015 - Present
Vivantech / University of Southern California February 2012 - December 2014
Wells Fargo March 2010 - June 2011
Genworth Financial Wealth Management November 2004 - October 2009
UPS - Supply Chain Solutions April 2001 - October 2004
Robertson Stevens Invesment Bank July 2000 - March 2001
Charles Schwab September 1997 - June 2000
Skills
RUP, Waterfall, Software Development, Cross-functional Team..., SDLC, Software Project..., Requirements Gathering, Business Analysis, Visio, MS Project, Software Implementation, Requirements Analysis, Process Development, Application Development, PMO, Scope Management, Data Migration, Offshore, Business Process, SharePoint, EDI, Integration, Risk Management, Clarity, Relational Databases, Change Management, Management, Project Management, Business Requirements, Vendor Management, Enterprise Architecture, Business Process..., Project Delivery, User Acceptance Testing, Agile Project Management, Business Intelligence, SOA, Testing, Software Quality..., Process Improvement, Systems Analysis, Quality Assurance, Functional..., Resource Management
Education
University of California, Santa Barbara
BA, Computer Science
University of California Office of the President / Modis May 2015 - Present
Vivantech / University of Southern California February 2012 - December 2014
Wells Fargo March 2010 - June 2011
Genworth Financial Wealth Management November 2004 - October 2009
UPS - Supply Chain Solutions April 2001 - October 2004
Robertson Stevens Invesment Bank July 2000 - March 2001
Charles Schwab September 1997 - June 2000
Skills
RUP, Waterfall, Software Development, Cross-functional Team..., SDLC, Software Project..., Requirements Gathering, Business Analysis, Visio, MS Project, Software Implementation, Requirements Analysis, Process Development, Application Development, PMO, Scope Management, Data Migration, Offshore, Business Process, SharePoint, EDI, Integration, Risk Management, Clarity, Relational Databases, Change Management, Management, Project Management, Business Requirements, Vendor Management, Enterprise Architecture, Business Process..., Project Delivery, User Acceptance Testing, Agile Project Management, Business Intelligence, SOA, Testing, Software Quality..., Process Improvement, Systems Analysis, Quality Assurance, Functional..., Resource Management
Education
University of California, Santa Barbara
BA, Computer Science
Alexander McGillivary's Wells Fargo Experience November 2012 - Present
Job Private Banker
Industry Financial Services
Experience
Paso Robles Chamber of Commerce January 2014 - Present
Wells Fargo November 2012 - Present
Merill Edge June 2010 - January 2013
Realty Capital Securities May 2009 - June 2010
KBS Capital Markets Group July 2007 - May 2009
Skills
Alternative Investments, Financial Services, Internal Audit, Investments, Mutual Funds, Portfolio Management, REIT, Sales, Wealth Management, Series 7, Series 63, Banking, Asset Management, Credit, Customer Service, Financial Analysis, Retirement Planning, Securities
Education
University of California, Santa Barbara 2002 — 2006
BS, Financial Mathematics and Statistics
Paso Robles Chamber of Commerce January 2014 - Present
Wells Fargo November 2012 - Present
Merill Edge June 2010 - January 2013
Realty Capital Securities May 2009 - June 2010
KBS Capital Markets Group July 2007 - May 2009
Skills
Alternative Investments, Financial Services, Internal Audit, Investments, Mutual Funds, Portfolio Management, REIT, Sales, Wealth Management, Series 7, Series 63, Banking, Asset Management, Credit, Customer Service, Financial Analysis, Retirement Planning, Securities
Education
University of California, Santa Barbara 2002 — 2006
BS, Financial Mathematics and Statistics
William Womack's Wells Fargo Experience October 2014 - Present
Job Business Leader at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
Capital One May 2012 - October 2014
HSBC FINANCE June 2009 - May 2012
HSBC Finance January 2007 - May 2009
HSBC AUTO FINANCE September 2004 - January 2007
HSBC AUTO FINANCE September 2002 - August 2004
Household International July 2000 - August 2002
Skills
Credit Risk, Credit Bureau, Risk Management, Compliance, Policy Analysis, Business Process..., Project Delivery, Relationship Management, Account Management, Vendor Management, Retail Banking, Project Management, Management, Due Diligence, Credit Cards, Credit Analysis, Credit, Business Analysis, Banking, Analytics, Access, Financial Risk, Financial Services, Loans, Portfolio Management
Education
University of California, San Diego 1996 — 2000
B.S. in Management Science (Business Econ), Minor in Mathematics
Wells Fargo October 2014 - Present
Capital One May 2012 - October 2014
HSBC FINANCE June 2009 - May 2012
HSBC Finance January 2007 - May 2009
HSBC AUTO FINANCE September 2004 - January 2007
HSBC AUTO FINANCE September 2002 - August 2004
Household International July 2000 - August 2002
Skills
Credit Risk, Credit Bureau, Risk Management, Compliance, Policy Analysis, Business Process..., Project Delivery, Relationship Management, Account Management, Vendor Management, Retail Banking, Project Management, Management, Due Diligence, Credit Cards, Credit Analysis, Credit, Business Analysis, Banking, Analytics, Access, Financial Risk, Financial Services, Loans, Portfolio Management
Education
University of California, San Diego 1996 — 2000
B.S. in Management Science (Business Econ), Minor in Mathematics
Jay Welker's Wells Fargo Experience August 2003 - Present
Job President, Wealth Management at Wells Fargo
Industry Investment Management
Experience
Wells Fargo August 2003 - Present
U.S. Trust Company 1997 - 2003
Wells Fargo Bank 1988 - 1997
Lloyds Bank 1980 - 1988
Skills
Wealth Management, Leadership, Banking, Investments, Management, Asset Management, Asset Allocation, Portfolio Management, Commercial Banking, Financial Services, Alternative Investments, Private Banking, Capital Markets, Credit, Finance, Commercial Lending, Investment Management, Series 7
Education
University of California, San Diego
Bachelor of Arts (BA), Economics
University of Southern California - Marshall School of Business
Wells Fargo August 2003 - Present
U.S. Trust Company 1997 - 2003
Wells Fargo Bank 1988 - 1997
Lloyds Bank 1980 - 1988
Skills
Wealth Management, Leadership, Banking, Investments, Management, Asset Management, Asset Allocation, Portfolio Management, Commercial Banking, Financial Services, Alternative Investments, Private Banking, Capital Markets, Credit, Finance, Commercial Lending, Investment Management, Series 7
Education
University of California, San Diego
Bachelor of Arts (BA), Economics
University of Southern California - Marshall School of Business
Palo Gailani-Ismen's Wells Fargo Experience October 1995 - Present
Job Customer Service Specialist at Wells Fargo
Industry Banking
Experience
Wells Fargo October 1995 - Present
Wachovia Bank July 2008 - September 2009
Education
University of California, San Francisco
Wells Fargo October 1995 - Present
Wachovia Bank July 2008 - September 2009
Education
University of California, San Francisco
Coreena Osborn's Wells Fargo Experience July 2003 - April 2008
Job Lead Project Manager at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente 2010 - Present
Kaiser Permanente April 2008 - August 2009
Wells Fargo July 2003 - April 2008
IBM 1996 - 2003
Skills
Project Management, Business Analysis, Vendor Management, Process Improvement, Healthcare Information..., Management, Visio, Change Management, Business Process
Education
University of California, San Diego 2014 — 2016
Project Management Certificate, in process
Le Studio Bercot 1990 — 1992
AA Equivelent
Kaiser Permanente 2010 - Present
Kaiser Permanente April 2008 - August 2009
Wells Fargo July 2003 - April 2008
IBM 1996 - 2003
Skills
Project Management, Business Analysis, Vendor Management, Process Improvement, Healthcare Information..., Management, Visio, Change Management, Business Process
Education
University of California, San Diego 2014 — 2016
Project Management Certificate, in process
Le Studio Bercot 1990 — 1992
AA Equivelent
Ryan Fewell's Wells Fargo Experience September 1998 - February 2000
Job Sr. Director at Broadridge
Industry Financial Services
Experience
Broadridge September 2011 - Present
Broadridge Financial Solutions Inc March 2005 - November 2011
E*TRADE Financial 2000 - 2005
ETRADE Clearing LLC 2000 - 2005
Wells Fargo September 1998 - February 2000
Skills
Financial Services, Process Improvement, Vendor Management, Business Analysis, Series 7, Relationship Management, Securities, Salesforce.com, Product Management, Back Office, Mutual Funds, Project Management, Cross-functional Team..., Business Development, Strategic Planning, Risk Management, Operations Management, Strategy, Executive Management, Leadership, FINRA, Management, Options, Sales, Customer Satisfaction, Program Management, Account Management, Investments, Trading, Series 24
Education
University of California, Santa Barbara 1992 — 1998
Bachelor's degree, Economics, focus in Monetary Policy
Bella Vista High School 1988 — 1992
Broadridge September 2011 - Present
Broadridge Financial Solutions Inc March 2005 - November 2011
E*TRADE Financial 2000 - 2005
ETRADE Clearing LLC 2000 - 2005
Wells Fargo September 1998 - February 2000
Skills
Financial Services, Process Improvement, Vendor Management, Business Analysis, Series 7, Relationship Management, Securities, Salesforce.com, Product Management, Back Office, Mutual Funds, Project Management, Cross-functional Team..., Business Development, Strategic Planning, Risk Management, Operations Management, Strategy, Executive Management, Leadership, FINRA, Management, Options, Sales, Customer Satisfaction, Program Management, Account Management, Investments, Trading, Series 24
Education
University of California, Santa Barbara 1992 — 1998
Bachelor's degree, Economics, focus in Monetary Policy
Bella Vista High School 1988 — 1992
Andrew Howald's Wells Fargo Experience February 2006 - May 2007
Job Information Analyst at NW Permanente
Industry Insurance
Experience
NW Permanente June 2014 - Present
The Standard March 2009 - May 2014
Standard Insurance Company March 2008 - March 2009
Wells Fargo February 2006 - May 2007
Wells Fargo June 2001 - June 2005
Skills
Visio, Technical Writing, Microsoft SQL Server, HTML, PHP, SQL, CSS, JavaScript, Dreamweaver, Crystal Reports, Microsoft Excel, Microsoft Word, Photoshop, Adobe LiveCycle Designer, Adobe Acrobat, Adobe Fireworks, Microsoft Access, SAS, Oracle PL/SQL..., Access, Content Management, Oracle, System Administration, Testing, Troubleshooting, Web Content Management, Writing
Education
UC Santa Barbara 1984 — 1986
English Literature
University of California, Santa Cruz 1979 — 1983
BA, English
NW Permanente June 2014 - Present
The Standard March 2009 - May 2014
Standard Insurance Company March 2008 - March 2009
Wells Fargo February 2006 - May 2007
Wells Fargo June 2001 - June 2005
Skills
Visio, Technical Writing, Microsoft SQL Server, HTML, PHP, SQL, CSS, JavaScript, Dreamweaver, Crystal Reports, Microsoft Excel, Microsoft Word, Photoshop, Adobe LiveCycle Designer, Adobe Acrobat, Adobe Fireworks, Microsoft Access, SAS, Oracle PL/SQL..., Access, Content Management, Oracle, System Administration, Testing, Troubleshooting, Web Content Management, Writing
Education
UC Santa Barbara 1984 — 1986
English Literature
University of California, Santa Cruz 1979 — 1983
BA, English
Jonathan Bourgeois's Wells Fargo Experience August 2012 - Present
Job Assistant Vice President
Industry Investment Banking
Experience
Wells Fargo August 2012 - Present
Wells Fargo August 2007 - April 2012
Skills
Loans, Series 7, Banking, Credit, Small Business Lending, Lines Of Credit, Consumer Lending, Loan Origination, Credit Analysis, Commercial Lending, Mortgage Lending, Portfolio Management, Financial Services, Retirement Planning, Investments, Relationship Management, Finance, Financial Analysis, Deposits, Home Equity Lines of..., Insurance, Private Banking, Securities, IRAs, Commercial Mortgages, Financial Advisory, Series 63, Commercial Banking, Asset Management, Treasury Management, Cross Selling, Uniform Combined State...
Education
University of California, San Diego 2003 — 2008
economics, Economics
Wells Fargo August 2012 - Present
Wells Fargo August 2007 - April 2012
Skills
Loans, Series 7, Banking, Credit, Small Business Lending, Lines Of Credit, Consumer Lending, Loan Origination, Credit Analysis, Commercial Lending, Mortgage Lending, Portfolio Management, Financial Services, Retirement Planning, Investments, Relationship Management, Finance, Financial Analysis, Deposits, Home Equity Lines of..., Insurance, Private Banking, Securities, IRAs, Commercial Mortgages, Financial Advisory, Series 63, Commercial Banking, Asset Management, Treasury Management, Cross Selling, Uniform Combined State...
Education
University of California, San Diego 2003 — 2008
economics, Economics
Chris Hoff's Wells Fargo Experience 1996 - 1997
Job at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank 2009 - Present
Wells Fargo Bank 1998 - 2008
Wells Fargo 1996 - 1997
Wells Fargo 1992 - 1995
Skills
Loss Forecasting, Basel II, Financial Analysis, Executive Reporting, Direct Mail, SQL, Operational Risk, Portfolio Management, Banking, Due Diligence, Corporate Finance, Commercial Banking, Valuation, Analysis, Relationship Management, Financial Services, Credit, Capital Markets, Forecasting, Financial Modeling, Mergers, Market Risk, Consumer Lending, Finance, Enterprise Risk..., Fixed Income, Marketing, Strategy, Leadership, Risk Analytics, Business Analysis, Commercial Lending, Investments, Structured Finance, Strategic Financial..., Credit Cards, Derivatives, Operational Risk..., Team Building, Cash Management, Auditing, Asset Management, Loan Origination, Risk Management, Financial Risk, Management, Loans, Underwriting, Strategic Planning, Analytics
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1982
MBA, Finance
University of California, Santa Barbara 1976 — 1980
BA, Math Economics
Wells Fargo Bank 2009 - Present
Wells Fargo Bank 1998 - 2008
Wells Fargo 1996 - 1997
Wells Fargo 1992 - 1995
Skills
Loss Forecasting, Basel II, Financial Analysis, Executive Reporting, Direct Mail, SQL, Operational Risk, Portfolio Management, Banking, Due Diligence, Corporate Finance, Commercial Banking, Valuation, Analysis, Relationship Management, Financial Services, Credit, Capital Markets, Forecasting, Financial Modeling, Mergers, Market Risk, Consumer Lending, Finance, Enterprise Risk..., Fixed Income, Marketing, Strategy, Leadership, Risk Analytics, Business Analysis, Commercial Lending, Investments, Structured Finance, Strategic Financial..., Credit Cards, Derivatives, Operational Risk..., Team Building, Cash Management, Auditing, Asset Management, Loan Origination, Risk Management, Financial Risk, Management, Loans, Underwriting, Strategic Planning, Analytics
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1982
MBA, Finance
University of California, Santa Barbara 1976 — 1980
BA, Math Economics
Ally Shelden's Wells Fargo Experience October 2008 - January 2009
Job General Manager at Bon Appetit Management Company
Industry Hospitality
Experience
bon appetit management company September 2010 - Present
AMF July 2009 - December 2010
AMF February 2009 - February 2010
Wells Fargo October 2008 - January 2009
UCSB Concessions September 2004 - August 2008
Bath & Body Works June 2006 - September 2006
Wells Fargo June 2004 - September 2004
Wells Fargo June 2002 - September 2002
Education
University of California, Santa Barbara 2004 — 2008
BA, English
REI Outdoor School/ NOLA Wildnerness First Aid
bon appetit management company September 2010 - Present
AMF July 2009 - December 2010
AMF February 2009 - February 2010
Wells Fargo October 2008 - January 2009
UCSB Concessions September 2004 - August 2008
Bath & Body Works June 2006 - September 2006
Wells Fargo June 2004 - September 2004
Wells Fargo June 2002 - September 2002
Education
University of California, Santa Barbara 2004 — 2008
BA, English
REI Outdoor School/ NOLA Wildnerness First Aid
Meagan Eshilian's Wells Fargo Experience April 2015 - Present
Job Operational Risk Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2015 - Present
UC Berkeley March 2012 - April 2015
Florida International University July 2008 - March 2012
Skills
Sports Management, Higher Education, Student Affairs, Microsoft Office, Student Development, Public Speaking, Compliance, Fundraising, NCAA Compliance, Event Planning
Education
University of California, San Diego 2003 — 2007
Wells Fargo April 2015 - Present
UC Berkeley March 2012 - April 2015
Florida International University July 2008 - March 2012
Skills
Sports Management, Higher Education, Student Affairs, Microsoft Office, Student Development, Public Speaking, Compliance, Fundraising, NCAA Compliance, Event Planning
Education
University of California, San Diego 2003 — 2007
Vince Vu's Wells Fargo Experience October 2013 - Present
Job Investment Strategist at Wells Fargo
Industry Investment Management
Experience
Wells Fargo October 2013 - Present
Wells Fargo December 2009 - Present
Wells Fargo January 2008 - November 2009
Wells Fargo May 2005 - December 2007
Wells Fargo August 2004 - April 2005
Skills
Portfolio Management, Wealth Management, Risk Management, Asset Managment, Asset Allocation, Equities, Fixed Income, Financial Risk, Asset Management, Investment Management, Investment Strategies, Investments, Economics, Capital Markets, Financial Analysis
Education
University of California, San Diego 2000 — 2004
BA, Economics, History
Wells Fargo October 2013 - Present
Wells Fargo December 2009 - Present
Wells Fargo January 2008 - November 2009
Wells Fargo May 2005 - December 2007
Wells Fargo August 2004 - April 2005
Skills
Portfolio Management, Wealth Management, Risk Management, Asset Managment, Asset Allocation, Equities, Fixed Income, Financial Risk, Asset Management, Investment Management, Investment Strategies, Investments, Economics, Capital Markets, Financial Analysis
Education
University of California, San Diego 2000 — 2004
BA, Economics, History
Vinita Kapur's Wells Fargo Experience February 2010 - August 2011
Job Sr. Program Analyst at Qualcomm
Industry Biotechnology
Experience
Qualcomm March 2014 - Present
Qualcomm September 2012 - December 2013
Life Technologies September 2011 - August 2012
Wells Fargo February 2010 - August 2011
Vaccine Research Institute of San Diego March 2010 - August 2010
USCD - Bioengineering Department March 2009 - September 2009
National Arabian Petroleum Services Company - NAPESCO December 2006 - December 2008
National Arabian Petroleum Services Company - NAPESCO December 2004 - December 2006
American Society of Safety Engineers 2005 - 2006
Skills
IT Project & Program..., Program Management, Project Management, Software Project..., CPM Scheduling, Managing Meetings, Reporting & Analysis, Scheduling Management, Progress Monitoring, Change Request..., Risk Analysis, Quality Control, Internal Audit, Executive Reporting, Project Control, MS Excel Pivot Tables, Internal Quality Auditor, Cell Culture, PCR, Molecular Biology, Protein Chemistry, Project Tracking, Lifesciences, Biotechnology, Cell, FDA, Flow Cytometry, Spectrophotometry, Purification, Assay Development, Biochemistry, Gel Electrophoresis, Validation, Medical Devices, Genomics, DNA, Quality Assurance, Gas Chromatography Mass..., Life Sciences, Customer Service, Scrum Master, Leadership, Management, Analysis, Microsoft Office, Laboratory, Data Analysis
Education
UCSD 2013 — 2013
Project Management Certificate
CSUSM 2010 — 2012
Professional Science Masters
Miramar Community College 2009 — 2010
Certification in Applied Biotechnology
Indian Institute of Technology 2002 — 2004
Masters in Biochemical Engineering and Biotechnology
ISK
High School
Qualcomm March 2014 - Present
Qualcomm September 2012 - December 2013
Life Technologies September 2011 - August 2012
Wells Fargo February 2010 - August 2011
Vaccine Research Institute of San Diego March 2010 - August 2010
USCD - Bioengineering Department March 2009 - September 2009
National Arabian Petroleum Services Company - NAPESCO December 2006 - December 2008
National Arabian Petroleum Services Company - NAPESCO December 2004 - December 2006
American Society of Safety Engineers 2005 - 2006
Skills
IT Project & Program..., Program Management, Project Management, Software Project..., CPM Scheduling, Managing Meetings, Reporting & Analysis, Scheduling Management, Progress Monitoring, Change Request..., Risk Analysis, Quality Control, Internal Audit, Executive Reporting, Project Control, MS Excel Pivot Tables, Internal Quality Auditor, Cell Culture, PCR, Molecular Biology, Protein Chemistry, Project Tracking, Lifesciences, Biotechnology, Cell, FDA, Flow Cytometry, Spectrophotometry, Purification, Assay Development, Biochemistry, Gel Electrophoresis, Validation, Medical Devices, Genomics, DNA, Quality Assurance, Gas Chromatography Mass..., Life Sciences, Customer Service, Scrum Master, Leadership, Management, Analysis, Microsoft Office, Laboratory, Data Analysis
Education
UCSD 2013 — 2013
Project Management Certificate
CSUSM 2010 — 2012
Professional Science Masters
Miramar Community College 2009 — 2010
Certification in Applied Biotechnology
Indian Institute of Technology 2002 — 2004
Masters in Biochemical Engineering and Biotechnology
ISK
High School
Yama Jamili's Wells Fargo Experience July 2007 - April 2011
Job Wealth Management Market Leader at Bank of the West BNP Paribas
Industry Banking
Experience
Bank of the West - BNP Paribas Wealth Management May 2013 - Present
Bank of the West - BNP Paribas Wealth Management April 2011 - Present
Wells Fargo July 2007 - April 2011
Wachovia 2007 - 2010
Wachovia 2007 - 2010
Skills
Banking, Credit, Wealth Management, Commercial Lending, Series 7, Investments, Retirement Planning, Small Business Lending, Loans, Credit Analysis, Commercial Banking, Portfolio Management
Education
University of California, San Diego
Economics, Economics and Law & Society
Bank of the West - BNP Paribas Wealth Management May 2013 - Present
Bank of the West - BNP Paribas Wealth Management April 2011 - Present
Wells Fargo July 2007 - April 2011
Wachovia 2007 - 2010
Wachovia 2007 - 2010
Skills
Banking, Credit, Wealth Management, Commercial Lending, Series 7, Investments, Retirement Planning, Small Business Lending, Loans, Credit Analysis, Commercial Banking, Portfolio Management
Education
University of California, San Diego
Economics, Economics and Law & Society
Bill Fisher's Wells Fargo Experience 1987 - 1994
Job Founder/CEO at Plum, Inc.
Industry Financial Services
Experience
PLUM Lending June 2014 - Present
GetMobile/Ecommerce-alliance.de 1999 - Present
Abilicorp 2009 - 2011
Tiburon Financial Holdings, Inc. 2008 - 2011
Hometown Commercial Capital 2004 - 2008
GetSmart.com 1996 - 1999
ANZ 1994 - 1996
Wells Fargo 1987 - 1994
Skills
M&A experience, Financial Markets, Restructuring, Business Planning, Executive Management, Capital, Emerging Technologies, Emerging Markets, Product Innovation, Professional Mentoring, Private Equity, Valuation, Capital Markets, Financial Modeling, Equities, Due Diligence, Executive Coaching, Mentoring, executive training, Engaging Public Speaker, Contract Negotiation, Strategic Negotiations, investor relations, Start-up Ventures, Managing Start-ups, Capital Raising, International Business, European Markets, Asian markets, Business Innovation
Education
UCSB
BA, Biology, General
PLUM Lending June 2014 - Present
GetMobile/Ecommerce-alliance.de 1999 - Present
Abilicorp 2009 - 2011
Tiburon Financial Holdings, Inc. 2008 - 2011
Hometown Commercial Capital 2004 - 2008
GetSmart.com 1996 - 1999
ANZ 1994 - 1996
Wells Fargo 1987 - 1994
Skills
M&A experience, Financial Markets, Restructuring, Business Planning, Executive Management, Capital, Emerging Technologies, Emerging Markets, Product Innovation, Professional Mentoring, Private Equity, Valuation, Capital Markets, Financial Modeling, Equities, Due Diligence, Executive Coaching, Mentoring, executive training, Engaging Public Speaker, Contract Negotiation, Strategic Negotiations, investor relations, Start-up Ventures, Managing Start-ups, Capital Raising, International Business, European Markets, Asian markets, Business Innovation
Education
UCSB
BA, Biology, General
Daniel Sarran's Wells Fargo Experience 2012 - April 2014
Job Financial Representative at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments April 2014 - Present
Wells Fargo 2012 - April 2014
Wells Fargo 2010 - 2012
Wells Fargo 2009 - 2010
Education
University of California, San Diego 2003 — 2008
Bachelor of Arts, Interdisciplinary Computing in the Arts and Media
Fidelity Investments April 2014 - Present
Wells Fargo 2012 - April 2014
Wells Fargo 2010 - 2012
Wells Fargo 2009 - 2010
Education
University of California, San Diego 2003 — 2008
Bachelor of Arts, Interdisciplinary Computing in the Arts and Media
Graham Linn's Wells Fargo Experience April 2006 - August 2009
Job Internet Professional
Industry Internet
Experience
Wells Fargo April 2006 - August 2009
WebMD December 1998 - October 2000
Education
University of California, Santa Barbara 1989 — 1993
BA, Technical Theater
Wells Fargo April 2006 - August 2009
WebMD December 1998 - October 2000
Education
University of California, Santa Barbara 1989 — 1993
BA, Technical Theater
Sue Ann Butera's Wells Fargo Experience January 1997 - September 2004
Job Associate Director at MetLife
Industry Real Estate
Experience
MetLife April 2010 - Present
Fitch Ratings September 2004 - April 2009
Wells Fargo January 1997 - September 2004
Skills
Ratings and Valuation..., Real Estate Investments, CMBS, Valuation, Structured Finance, Commercial Mortgages, Investment Properties, Asset Management, Financial Risk, Real Estate Economics, Due Diligence, Risk Management
Education
University of California, San Diego 1985 — 1990
BA, Quantitative Economics and Decision Sciences
MetLife April 2010 - Present
Fitch Ratings September 2004 - April 2009
Wells Fargo January 1997 - September 2004
Skills
Ratings and Valuation..., Real Estate Investments, CMBS, Valuation, Structured Finance, Commercial Mortgages, Investment Properties, Asset Management, Financial Risk, Real Estate Economics, Due Diligence, Risk Management
Education
University of California, San Diego 1985 — 1990
BA, Quantitative Economics and Decision Sciences
Garrett Golden's Wells Fargo Experience branch managerWells Fargo Financial2004 - 2010
Job Business Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo branch managerWells Fargo Financial2004 - 2010
Education
University of California, San Diego 2002 — 2004
BA, business/economics
Edison High School 1995 — 1999
everything
Wells Fargo branch managerWells Fargo Financial2004 - 2010
Education
University of California, San Diego 2002 — 2004
BA, business/economics
Edison High School 1995 — 1999
everything
Andrew Escobar's Wells Fargo Experience December 2007 - August 2008
Job Pursuing Experiences in Education
Industry Recreational Facilities and Services
Experience
City of Santa Barbara September 2011 - August 2014
The Mendez National Institute of Transplantation August 2008 - June 2009
Wells Fargo December 2007 - August 2008
Education
University of California, Santa Barbara 2011 — 2014
Bachelor's Degree, Global Studies
El Monte High School 2001 — 2005
High School
City of Santa Barbara September 2011 - August 2014
The Mendez National Institute of Transplantation August 2008 - June 2009
Wells Fargo December 2007 - August 2008
Education
University of California, Santa Barbara 2011 — 2014
Bachelor's Degree, Global Studies
El Monte High School 2001 — 2005
High School
Doug Meister's Wells Fargo Experience November 2003 - Present
Job Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2003 - Present
PwC July 1998 - November 2003
Skills
Process Improvement, Financial Modeling, Financial Analysis, Banking, Business Analysis, Business Process..., Credit, Credit Analysis, Finance, Financial Reporting, Forecasting, Loans, Portfolio Management, Risk Management, Financial Services, Credit Risk, Corporate Finance
Education
UC San Diego
Wells Fargo November 2003 - Present
PwC July 1998 - November 2003
Skills
Process Improvement, Financial Modeling, Financial Analysis, Banking, Business Analysis, Business Process..., Credit, Credit Analysis, Finance, Financial Reporting, Forecasting, Loans, Portfolio Management, Risk Management, Financial Services, Credit Risk, Corporate Finance
Education
UC San Diego
Maggie Neustel's Wells Fargo Experience December 2010 - May 2011
Job Key Holder/Manager at The Vitamin Shoppe
Industry Retail
Experience
The Vitamin Shoppe May 2011 - February 2012
Wells Fargo December 2010 - May 2011
Barnes & Noble December 2004 - December 2010
Skills
Visual Merchandising, Merchandising, Loss Prevention, Retail, Planograms, JDA, Inventory Management, New Store Development, Customer Service, Driving Results, POS, Inventory Control, Sales Administration, Bookkeeping, Account Reconciliation, Cash Handling Experience
Education
University of California, San Diego 1978 — 1981
Bachelor of Arts (BA), History
The Vitamin Shoppe May 2011 - February 2012
Wells Fargo December 2010 - May 2011
Barnes & Noble December 2004 - December 2010
Skills
Visual Merchandising, Merchandising, Loss Prevention, Retail, Planograms, JDA, Inventory Management, New Store Development, Customer Service, Driving Results, POS, Inventory Control, Sales Administration, Bookkeeping, Account Reconciliation, Cash Handling Experience
Education
University of California, San Diego 1978 — 1981
Bachelor of Arts (BA), History
Karen Huse's Wells Fargo Experience April 2013 - Present
Job Operational Risk Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2013 - Present
Wells Fargo Bank January 2012 - Present
Wells Fargo Home Mortgage 2006 - April 2013
Skills
Analytical Writing, Business Writing, Credit, Credit Analysis, Banking, Credit Risk, Mortgage Lending, Financial Analysis
Education
University of California, San Diego
Bachelor of Arts (B.A.), Anthropology
Wells Fargo April 2013 - Present
Wells Fargo Bank January 2012 - Present
Wells Fargo Home Mortgage 2006 - April 2013
Skills
Analytical Writing, Business Writing, Credit, Credit Analysis, Banking, Credit Risk, Mortgage Lending, Financial Analysis
Education
University of California, San Diego
Bachelor of Arts (B.A.), Anthropology
JP Bouchereau's Wells Fargo Experience June 2001 - June 2004
Job VP, Senior Corporate Banking Officer at Comerica Bank
Industry Financial Services
Experience
Comerica Bank June 2012 - Present
Wells Fargo Bank September 2010 - June 2012
Wells Fargo Bank June 2004 - September 2010
Wells Fargo June 2001 - June 2004
Skills
Asset Based Lending, Commercial Lending, Banking, New Business Development, Credit, Capital Markets, Financial Structuring, Finance, Relationship Management
Education
University of California, San Diego
BA, Economics
Comerica Bank June 2012 - Present
Wells Fargo Bank September 2010 - June 2012
Wells Fargo Bank June 2004 - September 2010
Wells Fargo June 2001 - June 2004
Skills
Asset Based Lending, Commercial Lending, Banking, New Business Development, Credit, Capital Markets, Financial Structuring, Finance, Relationship Management
Education
University of California, San Diego
BA, Economics
Shahid Bhatti's Wells Fargo Experience June 2006 - December 2007
Job Sr. Site Reliability Engineer at Salesforce
Industry Information Technology and Services
Experience
Salesforce January 2015 - Present
Microsoft December 2007 - Present
Wells Fargo June 2006 - December 2007
Hewlett-Packard June 2005 - June 2006
Experclick Inc. December 2004 - April 2005
UC Santa Barbara August 2001 - August 2004
Skills
Unix Administration, Linux server..., Software Project..., Solaris, Perl, Agile Methodologies, Software Quality..., Red Hat Linux, CVS, Bash, TCP/IP, Virtualization, ClearCase, Ruby, Technical Presentations, Linux System..., Unix, Java, Distributed Systems, Networking, Scrum, Linux, Servers, System Architecture, Software Development, Shell Scripting, Software Engineering, Test Automation, Object Oriented Design, Cloud Computing, Apache, Integration, Product Management, Program Management, SaaS, Management, Testing, SQL, Databases, Data Center, Enterprise Architecture, MySQL, Enterprise Software
Education
University of California, Santa Cruz 2008 — 2008
PMI PMP Training, Project Management, A
University of Engineering and Technology, Lahore 1993 — 1998
B.Sc., Electrical Engineering, A
University of California, Santa Barbara 2003 — 2005
M.S, Computer Science
Salesforce January 2015 - Present
Microsoft December 2007 - Present
Wells Fargo June 2006 - December 2007
Hewlett-Packard June 2005 - June 2006
Experclick Inc. December 2004 - April 2005
UC Santa Barbara August 2001 - August 2004
Skills
Unix Administration, Linux server..., Software Project..., Solaris, Perl, Agile Methodologies, Software Quality..., Red Hat Linux, CVS, Bash, TCP/IP, Virtualization, ClearCase, Ruby, Technical Presentations, Linux System..., Unix, Java, Distributed Systems, Networking, Scrum, Linux, Servers, System Architecture, Software Development, Shell Scripting, Software Engineering, Test Automation, Object Oriented Design, Cloud Computing, Apache, Integration, Product Management, Program Management, SaaS, Management, Testing, SQL, Databases, Data Center, Enterprise Architecture, MySQL, Enterprise Software
Education
University of California, Santa Cruz 2008 — 2008
PMI PMP Training, Project Management, A
University of Engineering and Technology, Lahore 1993 — 1998
B.Sc., Electrical Engineering, A
University of California, Santa Barbara 2003 — 2005
M.S, Computer Science
Dennis Moc's Wells Fargo Experience October 2012 - Present
Job Credit Investigator at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2012 - Present
Skills
Financial Risk, Research, Credit, Outlook, Accounting, Training, Financial Analysis, PowerPoint, Analysis
Education
University of California, San Diego
B.A., Communication
Wells Fargo October 2012 - Present
Skills
Financial Risk, Research, Credit, Outlook, Accounting, Training, Financial Analysis, PowerPoint, Analysis
Education
University of California, San Diego
B.A., Communication
John Januario's Wells Fargo Experience September 2012 - Present
Job Personal Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2012 - Present
Skills
Banking
Education
University of California, San Diego
Bachelor's degree, Economics/International Studies
Wells Fargo September 2012 - Present
Skills
Banking
Education
University of California, San Diego
Bachelor's degree, Economics/International Studies
Rans Tenorio's Wells Fargo Experience 2000 - 2003
Job ResultsDriven Sales Project Manager at First Citizens Bank
Industry Banking
Experience
First Citizens Bank 2011 - Present
IronStone Bank 2005 - 2011
IronStone Bank 2003 - 2005
Wells Fargo 2000 - 2003
Skills
Manage Complex Projects, Bilingual, Interact with All..., Project Planning, Driven By Results, Multi Tasking, Sales Management, Strategic Planning, Sales Process..., Training, Creative Campaign..., Collaborative Problem..., Data Analysis, Report Design, Coaching Staff, Retail Banking, Commercial Banking, Credit, Loans, Risk Management, Process Improvement, Sales, Business Analysis, Treasury Management, Small Business Lending, Vendor Management, Relationship Management, Financial Services, Leadership, Analysis, Banking, Consumer Lending, Portfolio Management, Payments, Treasury Services, Mortgage Lending, Mergers & Acquisitions, ACH, Cash Management, Commercial Lending, Credit Cards, Commercial Mortgages, Management, Merchant Services, Asset Based Lending, Loan Origination, Financial Analysis, Finance, SBA, Lines Of Credit
Education
University of California, San Diego
First Citizens Bank 2011 - Present
IronStone Bank 2005 - 2011
IronStone Bank 2003 - 2005
Wells Fargo 2000 - 2003
Skills
Manage Complex Projects, Bilingual, Interact with All..., Project Planning, Driven By Results, Multi Tasking, Sales Management, Strategic Planning, Sales Process..., Training, Creative Campaign..., Collaborative Problem..., Data Analysis, Report Design, Coaching Staff, Retail Banking, Commercial Banking, Credit, Loans, Risk Management, Process Improvement, Sales, Business Analysis, Treasury Management, Small Business Lending, Vendor Management, Relationship Management, Financial Services, Leadership, Analysis, Banking, Consumer Lending, Portfolio Management, Payments, Treasury Services, Mortgage Lending, Mergers & Acquisitions, ACH, Cash Management, Commercial Lending, Credit Cards, Commercial Mortgages, Management, Merchant Services, Asset Based Lending, Loan Origination, Financial Analysis, Finance, SBA, Lines Of Credit
Education
University of California, San Diego
Parya Jafari's Wells Fargo Experience February 2009 - December 2011
Job Metrology Engineer at Solar Turbines
Industry Mechanical or Industrial Engineering
Experience
Solar Turbines June 2015 - Present
Solar Turbines July 2014 - Present
Solar Turbines March 2013 - June 2014
UC San Diego September 2012 - December 2012
Wells Fargo February 2009 - December 2011
Education
University of California, San Diego 2009 — 2013
Solar Turbines June 2015 - Present
Solar Turbines July 2014 - Present
Solar Turbines March 2013 - June 2014
UC San Diego September 2012 - December 2012
Wells Fargo February 2009 - December 2011
Education
University of California, San Diego 2009 — 2013
Russell Funderburk's Wells Fargo Experience March 2002 - Present
Job Regional Finance Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2002 - Present
Education
UCSD 2001 — 2004
Bachelor of Science (BS), Management Science
Wells Fargo March 2002 - Present
Education
UCSD 2001 — 2004
Bachelor of Science (BS), Management Science
Jeffrey Redondo's Wells Fargo Experience May 2005 - December 2007
Job Branch Manager at Union Bank
Industry Banking
Experience
Union Bank December 2011 - Present
Citi March 2009 - April 2010
Union Bank February 2008 - March 2009
Wells Fargo May 2005 - December 2007
Skills
Banking, Retail Banking, Credit, Commercial Banking, Loans, Credit Analysis, Small Business Lending, Credit Risk, Mortgage Lending, Commercial Lending, Portfolio Management, Consumer Lending, Risk Management, Financial Risk, Relationship Management
Education
UCSD 2002 — 2006
BS, Management Science
Union Bank December 2011 - Present
Citi March 2009 - April 2010
Union Bank February 2008 - March 2009
Wells Fargo May 2005 - December 2007
Skills
Banking, Retail Banking, Credit, Commercial Banking, Loans, Credit Analysis, Small Business Lending, Credit Risk, Mortgage Lending, Commercial Lending, Portfolio Management, Consumer Lending, Risk Management, Financial Risk, Relationship Management
Education
UCSD 2002 — 2006
BS, Management Science
Angelica Jimenez's Wells Fargo Experience September 1996 - July 2006
Job Operations Manager at MortgageCouch
Industry Financial Services
Experience
MortgageCouch® (805) 619-3550 July 2015 - Present
Community Bank August 2013 - June 2015
Bank of the West July 2006 - August 2013
Wells Fargo September 1996 - July 2006
Skills
Retail Banking, Customer Service, Cross Selling, Deposits, Management, Team Management, Team Leadership, Commercial Banking, Banking, Hiring, Employee Training, Consumer Lending, Internal Controls, Critical Thinking, Relationship Management, Problem Solving, Team Building, Customer Retention, Small Business, Finance, Mortgage Lending, Sales, Leadership
Education
University of California, Santa Barbara
MortgageCouch® (805) 619-3550 July 2015 - Present
Community Bank August 2013 - June 2015
Bank of the West July 2006 - August 2013
Wells Fargo September 1996 - July 2006
Skills
Retail Banking, Customer Service, Cross Selling, Deposits, Management, Team Management, Team Leadership, Commercial Banking, Banking, Hiring, Employee Training, Consumer Lending, Internal Controls, Critical Thinking, Relationship Management, Problem Solving, Team Building, Customer Retention, Small Business, Finance, Mortgage Lending, Sales, Leadership
Education
University of California, Santa Barbara
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank