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
Lindsey Wright Lindsey Wright's Wells Fargo Experience August 2015 - Present
Job Financial Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2015 - Present
Soroptimist International of San Francisco July 2014 - Present
Wells Fargo July 2014 - August 2015
Wells Fargo June 2013 - September 2013
Steve & Kate's Camp June 2011 - August 2011
UCSF June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Financial Reporting, Financial Analysis, Leadership, Time Management, Prezi, Research, Social Media, Social Networking, Essbase
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts (BA), Economics/Mathematics, Minor: Italian Language and Culture
UC Center, Rome
Italian Language and Culture
UCSB Summer Session: Procida, Italy
Italian Language and Culture
St. Vincent de Paul High School 2006 — 2010
Wells Fargo August 2015 - Present
Soroptimist International of San Francisco July 2014 - Present
Wells Fargo July 2014 - August 2015
Wells Fargo June 2013 - September 2013
Steve & Kate's Camp June 2011 - August 2011
UCSF June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Financial Reporting, Financial Analysis, Leadership, Time Management, Prezi, Research, Social Media, Social Networking, Essbase
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts (BA), Economics/Mathematics, Minor: Italian Language and Culture
UC Center, Rome
Italian Language and Culture
UCSB Summer Session: Procida, Italy
Italian Language and Culture
St. Vincent de Paul High School 2006 — 2010
Carol Santos-Chavela Carol Santos-Chavela's Wells Fargo Experience January 2001 - Present
Job SVP, Sr HR Business Partner at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2001 - Present
CIGNA P&C February 1992 - June 2000
Skills
Succession Planning, Onboarding, Talent Management, Workforce Planning, Performance Management, Employee Relations, Recruiting, Leadership Development, Organizational..., Banking, Organizational Design, Coaching, Organizational..., Financial Services, HR Consulting, Acquisition Integration, Insurance, Human Resources, Employee Benefits, College Recruiting, Deferred Compensation, Employee Engagement, Talent Acquisition
Education
Golden Gate University
M.S., HR Management, Organizational Behavior
University of California, Santa Barbara
B.A., Spanish Lit
Wells Fargo January 2001 - Present
CIGNA P&C February 1992 - June 2000
Skills
Succession Planning, Onboarding, Talent Management, Workforce Planning, Performance Management, Employee Relations, Recruiting, Leadership Development, Organizational..., Banking, Organizational Design, Coaching, Organizational..., Financial Services, HR Consulting, Acquisition Integration, Insurance, Human Resources, Employee Benefits, College Recruiting, Deferred Compensation, Employee Engagement, Talent Acquisition
Education
Golden Gate University
M.S., HR Management, Organizational Behavior
University of California, Santa Barbara
B.A., Spanish Lit
Kira Belanger Kira Belanger's Wells Fargo Experience September 2006 - February 2007
Job Associate at Robert Beach Insurance
Industry Insurance
Experience
Robert Beach Insurance February 2007 - Present
Wells Fargo September 2006 - February 2007
Nordstrom October 2001 - June 2006
Skills
Insurance, Financial Analysis, Risk Management, Financial Modeling, Business Analysis, Microsoft Excel, Customer Service, Underwriting, Valuation, Microsoft Office, Strategic Planning, Business Strategy, Due Diligence
Education
University of California, Santa Barbara
Bachelor of Science (BS)
Robert Beach Insurance February 2007 - Present
Wells Fargo September 2006 - February 2007
Nordstrom October 2001 - June 2006
Skills
Insurance, Financial Analysis, Risk Management, Financial Modeling, Business Analysis, Microsoft Excel, Customer Service, Underwriting, Valuation, Microsoft Office, Strategic Planning, Business Strategy, Due Diligence
Education
University of California, Santa Barbara
Bachelor of Science (BS)
Tyler Dobson Tyler Dobson's Wells Fargo Experience May 2012 - Present
Job Commercial Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2012 - Present
Rabobank June 2005 - 2012
Santa Barbara Bank & Trust 2003 - 2005
Skills
Commercial Lending, Financial Analysis, Banking, New Business Development, Marketing, Risk Management, Business Development, Sales, Budget, Leadership, Finance, Portfolio Management, Customer Service, Mergers & Acquisitions, Small Business, Credit, Loans, Account Management, Treasury Management, Budgets, Business Planning, Commercial Banking, Analysis, Insurance, Financial Services, Small Business Lending, Advertising, Negotiation
Education
University of California, Santa Barbara 2001 — 2003
Bachelor of Arts, Business Economics/Accounting
Wells Fargo May 2012 - Present
Rabobank June 2005 - 2012
Santa Barbara Bank & Trust 2003 - 2005
Skills
Commercial Lending, Financial Analysis, Banking, New Business Development, Marketing, Risk Management, Business Development, Sales, Budget, Leadership, Finance, Portfolio Management, Customer Service, Mergers & Acquisitions, Small Business, Credit, Loans, Account Management, Treasury Management, Budgets, Business Planning, Commercial Banking, Analysis, Insurance, Financial Services, Small Business Lending, Advertising, Negotiation
Education
University of California, Santa Barbara 2001 — 2003
Bachelor of Arts, Business Economics/Accounting
Julien Bortz's Wells Fargo Experience January 2010 - May 2010
Job Data Operations Analyst at Edmunds.com
Industry Financial Services
Experience
Edmunds.com July 2014 - Present
Flymiler.com May 2013 - Present
Pacific West Finance & Development Co. Inc. November 2013 - June 2014
Rosano Partners August 2012 - February 2013
Talpion Fund Management LP June 2012 - August 2012
TD Ameritrade August 2011 - May 2012
Waddell & Reed Financial Services May 2010 - September 2010
Wells Fargo January 2010 - May 2010
Skills
Investments, Valuation, Portfolio Management, Finance, Financial Modeling, Financial Analysis, Asset Managment, Analysis, Analytics
Education
American Jewish University 2009 — 2011
B.A., Business/Finance
University of California, Santa Barbara 2007 — 2009
Business Economics
Edmunds.com July 2014 - Present
Flymiler.com May 2013 - Present
Pacific West Finance & Development Co. Inc. November 2013 - June 2014
Rosano Partners August 2012 - February 2013
Talpion Fund Management LP June 2012 - August 2012
TD Ameritrade August 2011 - May 2012
Waddell & Reed Financial Services May 2010 - September 2010
Wells Fargo January 2010 - May 2010
Skills
Investments, Valuation, Portfolio Management, Finance, Financial Modeling, Financial Analysis, Asset Managment, Analysis, Analytics
Education
American Jewish University 2009 — 2011
B.A., Business/Finance
University of California, Santa Barbara 2007 — 2009
Business Economics
Emma Wesolowski Emma Wesolowski's Wells Fargo Experience June 2014 - Present
Job Project Manager
Industry Internet
Experience
Wells Fargo June 2014 - Present
SAP July 2012 - June 2014
Sybase November 2011 - November 2012
Editions Diane de Selliers July 2010 - December 2011
PriceMinister October 2010 - November 2011
Editions Diane de Selliers January 2010 - June 2010
Linguarama - Business Language School October 2007 - September 2009
French Ministry of Education October 2006 - July 2007
Skills
Copy Editing, French, Online Marketing, Translation, Web Content Management, Microsoft Office, Editorial, Training Skills, InDesign, Illustrator, Content Creation, Publishing, E-commerce, Photoshop, Project Management, Communication, MS Project
Education
Universite de Paris III - Sorbonne Nouvelle (Institut de Linguistique et Phonétique Générales et Appliquées)
Master's, Linguistics
University of California, Santa Barbara
Bachelor's, French
Lick-Wilmerding High School 1998 — 2002
Wells Fargo June 2014 - Present
SAP July 2012 - June 2014
Sybase November 2011 - November 2012
Editions Diane de Selliers July 2010 - December 2011
PriceMinister October 2010 - November 2011
Editions Diane de Selliers January 2010 - June 2010
Linguarama - Business Language School October 2007 - September 2009
French Ministry of Education October 2006 - July 2007
Skills
Copy Editing, French, Online Marketing, Translation, Web Content Management, Microsoft Office, Editorial, Training Skills, InDesign, Illustrator, Content Creation, Publishing, E-commerce, Photoshop, Project Management, Communication, MS Project
Education
Universite de Paris III - Sorbonne Nouvelle (Institut de Linguistique et Phonétique Générales et Appliquées)
Master's, Linguistics
University of California, Santa Barbara
Bachelor's, French
Lick-Wilmerding High School 1998 — 2002
Christine Jaroush Christine Jaroush's Wells Fargo Experience October 2000 - October 2010
Job Financial Advisor at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley April 2011 - Present
Wells Fargo October 2000 - October 2010
Skills
Finance, Social Media, Leadership, Management, Marketing, Social Networking, Financial Analysis, Social Media Marketing
Education
University of California, Santa Barbara 2004 — 2006
Bachelor's Degree, Sociology
Morgan Stanley April 2011 - Present
Wells Fargo October 2000 - October 2010
Skills
Finance, Social Media, Leadership, Management, Marketing, Social Networking, Financial Analysis, Social Media Marketing
Education
University of California, Santa Barbara 2004 — 2006
Bachelor's Degree, Sociology
Michael Chun Yu Chen's Wells Fargo Experience January 2008 - September 2009
Job Sr. Business Manager at GlobalVision Systems
Industry Computer Software
Experience
GlobalVision Systems January 2010 - Present
GlobalVision Systems January 2010 - January 2011
Wells Fargo January 2008 - September 2009
UCSB Economic Forecast January 2006 - May 2007
Skills
Microsoft Office, Quickbooks, Mandarin, Strategic Planning, Microsoft Word, PowerPoint, Microsoft Excel, Financial Analysis, Outlook, Customer Service, Photoshop, Public Speaking, Budgets, Market Research, Management
Education
University of California, Santa Barbara 2003 — 2007
Bachelor of Arts, Economic/Mathematics
GlobalVision Systems January 2010 - Present
GlobalVision Systems January 2010 - January 2011
Wells Fargo January 2008 - September 2009
UCSB Economic Forecast January 2006 - May 2007
Skills
Microsoft Office, Quickbooks, Mandarin, Strategic Planning, Microsoft Word, PowerPoint, Microsoft Excel, Financial Analysis, Outlook, Customer Service, Photoshop, Public Speaking, Budgets, Market Research, Management
Education
University of California, Santa Barbara 2003 — 2007
Bachelor of Arts, Economic/Mathematics
Bill Burke Bill Burke's Wells Fargo Experience July 2004 - February 2005
Job Vice President Relationship Management at Comerica Bank
Industry Banking
Experience
Comerica Bank August 2013 - Present
Citi July 2012 - August 2013
WELLS FARGO & COMPANY January 2005 - July 2012
Wells Fargo July 2004 - February 2005
Wells Fargo January 2002 - July 2004
Well Fargo Funds Management January 2000 - January 2002
ATEL Secutities Corporation August 1998 - October 2000
Skills
Equities
Education
University of Southern California - Marshall School of Business 2002 — 2004
MBA, Finance
University of California, Santa Barbara 1994 — 1998
BA, Political Science
Monte Vista High School
Comerica Bank August 2013 - Present
Citi July 2012 - August 2013
WELLS FARGO & COMPANY January 2005 - July 2012
Wells Fargo July 2004 - February 2005
Wells Fargo January 2002 - July 2004
Well Fargo Funds Management January 2000 - January 2002
ATEL Secutities Corporation August 1998 - October 2000
Skills
Equities
Education
University of Southern California - Marshall School of Business 2002 — 2004
MBA, Finance
University of California, Santa Barbara 1994 — 1998
BA, Political Science
Monte Vista High School
Pedro Urrutia Pedro Urrutia's Wells Fargo Experience August 1996 - August 1997
Job Chief Financial Officer
Industry Investment Management
Experience
Clearlake Capital Group September 2010 - Present
Tennenbaum Capital Partners, LLC August 2000 - September 2010
First Quadrant August 1999 - August 2000
Trust Company of the West February 1998 - August 1999
Wells Fargo Bank August 1997 - February 1998
Wells Fargo August 1996 - August 1997
Education
University of California, Santa Barbara 1994 — 1996
BA, Business Economics
Clearlake Capital Group September 2010 - Present
Tennenbaum Capital Partners, LLC August 2000 - September 2010
First Quadrant August 1999 - August 2000
Trust Company of the West February 1998 - August 1999
Wells Fargo Bank August 1997 - February 1998
Wells Fargo August 1996 - August 1997
Education
University of California, Santa Barbara 1994 — 1996
BA, Business Economics
Laura. Roman Laura. Roman's Wells Fargo Experience April 2011 - Present
Job VP New Market Tax Credit Asset Manager
Industry Financial Services
Experience
Wells Fargo April 2011 - Present
Wells Fargo January 2008 - April 2011
Bank of America February 2006 - November 2007
Southeastern Economic Development Corporation (SEDC) January 2002 - December 2005
San Diego Regional Economic Development Corporation July 1999 - January 2001
Skills
Real Estate Development, Program Management, Portfolio Management, Affordable Housing, Commercial Real Estate, Financial Analysis, Finance, Investments, Underwriting, Construction, Credit Analysis, Real Estate, Due Diligence, Asset Management, Mergers & Acquisitions, Loans, Management
Education
San Diego State University
Master of City Planning
University of California, Santa Barbara
Bachelors of Arts in Political Science, International Relations, Cum Laude
Wells Fargo April 2011 - Present
Wells Fargo January 2008 - April 2011
Bank of America February 2006 - November 2007
Southeastern Economic Development Corporation (SEDC) January 2002 - December 2005
San Diego Regional Economic Development Corporation July 1999 - January 2001
Skills
Real Estate Development, Program Management, Portfolio Management, Affordable Housing, Commercial Real Estate, Financial Analysis, Finance, Investments, Underwriting, Construction, Credit Analysis, Real Estate, Due Diligence, Asset Management, Mergers & Acquisitions, Loans, Management
Education
San Diego State University
Master of City Planning
University of California, Santa Barbara
Bachelors of Arts in Political Science, International Relations, Cum Laude
Lila Fakhraie Lila Fakhraie's Wells Fargo Experience October 2014 - Present
Job Business Initiatives Manager
Industry Banking
Experience
Wells Fargo October 2014 - Present
Wells Fargo October 2013 - October 2014
BlackBerry March 2011 - August 2013
Oracle Corporation May 2008 - June 2010
AT&T May 2002 - April 2008
Wells Fargo Bank September 1986 - October 2001
Skills
Integration, Mergers, Income Statement, Managerial Finance, Conflict Resolution, Cost Accounting, Acquisitions, Vendor Management, Cross-functional Team..., Business Analysis, Process Improvement, Operations Management, Project Planning, Team Building, Project Management, Management, PMO, Leadership, Forecasting, Negotiation, Start-ups, Process Engineering, Outsourcing, Enterprise Software, Telecommunications, Team Management, Data Analysis, Change Management, Business Intelligence, Budgets, Sales Operations, Mergers & Acquisitions, Strategic Planning, PMP, Business Strategy, Team Leadership, Strategy, Project Portfolio..., Pricing, Governance, Executive Management, Business Process, Customer Satisfaction, CRM
Education
University of San Francisco 1980 — 1983
MBA, Business Administration/Finance
University of California, Santa Barbara 1978 — 1980
BA, Economics
Wells Fargo October 2014 - Present
Wells Fargo October 2013 - October 2014
BlackBerry March 2011 - August 2013
Oracle Corporation May 2008 - June 2010
AT&T May 2002 - April 2008
Wells Fargo Bank September 1986 - October 2001
Skills
Integration, Mergers, Income Statement, Managerial Finance, Conflict Resolution, Cost Accounting, Acquisitions, Vendor Management, Cross-functional Team..., Business Analysis, Process Improvement, Operations Management, Project Planning, Team Building, Project Management, Management, PMO, Leadership, Forecasting, Negotiation, Start-ups, Process Engineering, Outsourcing, Enterprise Software, Telecommunications, Team Management, Data Analysis, Change Management, Business Intelligence, Budgets, Sales Operations, Mergers & Acquisitions, Strategic Planning, PMP, Business Strategy, Team Leadership, Strategy, Project Portfolio..., Pricing, Governance, Executive Management, Business Process, Customer Satisfaction, CRM
Education
University of San Francisco 1980 — 1983
MBA, Business Administration/Finance
University of California, Santa Barbara 1978 — 1980
BA, Economics
Iva Çami's Wells Fargo Experience October 2012 - December 2012
Job General Accountant at Goodby Silverstein & Partners
Industry Financial Services
Experience
Goodby Silverstein & Partners September 2015 - Present
Goodby Silverstein & Partners March 2014 - Present
LEWIS PR December 2012 - August 2013
Wells Fargo October 2012 - December 2012
UC Santa Cruz September 2011 - March 2012
Marilyn St.Germain-Hall Realtor June 2011 - September 2011
Mabetex Group July 2010 - August 2010
Skills
Accounting, Teamwork, Social Networking, Social Media, Microsoft Office, Customer Service, Management, Microsoft Excel, QuickBooks, Public Speaking, Team Leadership, PowerPoint, Event Management, Accounts Receivable, Accounts Payable, Marketing, Leadership, Bookkeeping, Access, Multilingual, Badges, Office Management, Business Systems..., SAP, MS Excel Pivot Tables, Data Entry, Data Analysis, Research, Timesheet, Time Management, Auditing, Outlook, Revenue Recognition, Invoicing, Microsoft Word, Multi Tasking, Salesforce.com, Employee Training
Education
University of California, Santa Cruz 2008 — 2012
Bachelor of Arts (B.A.), Business Management Economics/Accounting
Goodby Silverstein & Partners September 2015 - Present
Goodby Silverstein & Partners March 2014 - Present
LEWIS PR December 2012 - August 2013
Wells Fargo October 2012 - December 2012
UC Santa Cruz September 2011 - March 2012
Marilyn St.Germain-Hall Realtor June 2011 - September 2011
Mabetex Group July 2010 - August 2010
Skills
Accounting, Teamwork, Social Networking, Social Media, Microsoft Office, Customer Service, Management, Microsoft Excel, QuickBooks, Public Speaking, Team Leadership, PowerPoint, Event Management, Accounts Receivable, Accounts Payable, Marketing, Leadership, Bookkeeping, Access, Multilingual, Badges, Office Management, Business Systems..., SAP, MS Excel Pivot Tables, Data Entry, Data Analysis, Research, Timesheet, Time Management, Auditing, Outlook, Revenue Recognition, Invoicing, Microsoft Word, Multi Tasking, Salesforce.com, Employee Training
Education
University of California, Santa Cruz 2008 — 2012
Bachelor of Arts (B.A.), Business Management Economics/Accounting
Barry Burkhart Barry Burkhart's Wells Fargo Experience July 2013 - Present
Job Vice President & Relationship Manager
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
Vanguard June 2006 - July 2013
Arizona Juice Company August 2000 - June 2006
Seed Mackall, LLP January 1994 - August 2000
Skills
Series 63, Series 7, Mutual Funds, Defined Benefit, 401k, Retirement, Investments, ETFs, Retirement Planning, Asset Allocation, Financial Services, Series 24, FINRA, Pensions, Investor Relations, Relationship Management, Investment Advisory, Asset Managment, Defined Contribution, Risk Management, Wealth Management, Fixed Income, People Development, Fixed Annuities, Financial Analysis
Education
Concord Law School - Kaplan University 2014 — 2017
Juris Doctor, Law
University of Phoenix 2013 — 2015
Master of Business Administration (MBA), Business Administration
American Society of Pension Professionals & Actuaries 2012 — 2013
Qualified 401(k) Administrator (QKA)
Financial Industry Regulatory Authority (FINRA) 2008 — 2008
Series 7 and Series 63
University of Phoenix 1998 — 2000
Bachelor of Business Administration (B.B.A.), Finance
University of California, Santa Barbara 1994 — 1996
Associates of Business Administration
Wells Fargo July 2013 - Present
Vanguard June 2006 - July 2013
Arizona Juice Company August 2000 - June 2006
Seed Mackall, LLP January 1994 - August 2000
Skills
Series 63, Series 7, Mutual Funds, Defined Benefit, 401k, Retirement, Investments, ETFs, Retirement Planning, Asset Allocation, Financial Services, Series 24, FINRA, Pensions, Investor Relations, Relationship Management, Investment Advisory, Asset Managment, Defined Contribution, Risk Management, Wealth Management, Fixed Income, People Development, Fixed Annuities, Financial Analysis
Education
Concord Law School - Kaplan University 2014 — 2017
Juris Doctor, Law
University of Phoenix 2013 — 2015
Master of Business Administration (MBA), Business Administration
American Society of Pension Professionals & Actuaries 2012 — 2013
Qualified 401(k) Administrator (QKA)
Financial Industry Regulatory Authority (FINRA) 2008 — 2008
Series 7 and Series 63
University of Phoenix 1998 — 2000
Bachelor of Business Administration (B.B.A.), Finance
University of California, Santa Barbara 1994 — 1996
Associates of Business Administration
Jacquelynne Chimera, CFA Jacquelynne Chimera, CFA's Wells Fargo Experience May 2002 - August 2003
Job Equity Research Analyst at KBW
Industry Investment Banking
Experience
KBW September 2003 - Present
Wells Fargo May 2002 - August 2003
Froley, Revy Investment Co. September 2001 - May 2002
Skills
Equities, Valuation, Equity Research, Financial Modeling, Series 7, Fixed Income, Investments, Corporate Finance, Series 63, Equity Valuation, Financial Analysis
Education
University of California, Berkeley Extension 2005 — 2009
University of California, Santa Barbara 1997 — 2001
Bachelor of Arts (B.A.), Dual Major in Business Economics & Communication
KBW September 2003 - Present
Wells Fargo May 2002 - August 2003
Froley, Revy Investment Co. September 2001 - May 2002
Skills
Equities, Valuation, Equity Research, Financial Modeling, Series 7, Fixed Income, Investments, Corporate Finance, Series 63, Equity Valuation, Financial Analysis
Education
University of California, Berkeley Extension 2005 — 2009
University of California, Santa Barbara 1997 — 2001
Bachelor of Arts (B.A.), Dual Major in Business Economics & Communication
Rajan Edwards Rajan Edwards's Wells Fargo Experience August 2011 - November 2012
Job Innovator/Brand diplomat Founder @ my driver SF
Industry Transportation/Trucking/Railroad
Experience
My Driver SF November 2012 - Present
Wells Fargo August 2011 - November 2012
HSM realty finance management November 2008 - May 2011
Atlona Technologies May 2008 - August 2008
bryco funding November 2006 - November 2007
Skills
Real Estate, Property Management, Investments, Property, Residential Homes, Marketing, Sales, Negotiation, Lead Generation, Customer Service, Cold Calling, Public Relations, Time Management, Marketing Strategy, Entrepreneurship, Online Marketing, Strategic Planning, Microsoft Excel, Team Building, Leadership, Social Media Marketing, Finance, Budgets, Strategy, Online Advertising, Loans, Social Networking, Advertising, Customer Satisfaction, Financial Analysis, Market Research, Real Estate Transactions, Social Media, Sales Presentations, Coaching, Small Business, Team Leadership, Relationship Management, Digital Marketing, Marketing Communications, Outlook, Banking, PPC
Education
University of California, Santa Barbara 2002 — 2006
My Driver SF November 2012 - Present
Wells Fargo August 2011 - November 2012
HSM realty finance management November 2008 - May 2011
Atlona Technologies May 2008 - August 2008
bryco funding November 2006 - November 2007
Skills
Real Estate, Property Management, Investments, Property, Residential Homes, Marketing, Sales, Negotiation, Lead Generation, Customer Service, Cold Calling, Public Relations, Time Management, Marketing Strategy, Entrepreneurship, Online Marketing, Strategic Planning, Microsoft Excel, Team Building, Leadership, Social Media Marketing, Finance, Budgets, Strategy, Online Advertising, Loans, Social Networking, Advertising, Customer Satisfaction, Financial Analysis, Market Research, Real Estate Transactions, Social Media, Sales Presentations, Coaching, Small Business, Team Leadership, Relationship Management, Digital Marketing, Marketing Communications, Outlook, Banking, PPC
Education
University of California, Santa Barbara 2002 — 2006
Todd Shigenaga Todd Shigenaga's Wells Fargo Experience June 2008 - January 2011
Job National Field Marketing Manager at AQUAhydrate
Industry Marketing and Advertising
Experience
AQUAhydrate, Inc July 2014 - Present
AQUAhydrate, Inc June 2013 - July 2014
Honest Tea August 2011 - June 2013
Honest Tea January 2011 - August 2011
Wells Fargo June 2008 - January 2011
Skills
Marketing, Sales, Customer Service, Marketing Strategy, Account Management, Strategic Planning, Advertising, Social Media Marketing, Investments, Brand Awareness, Event Management, Relationship Management, Inventory Management, Project Planning, Product Management, Strategic Financial..., Insurance, Portfolio Management, Program Management, Digital Marketing, Event Planning, Management, Social Media, Social Networking
Education
University of California, Santa Barbara 2003 — 2008
Bachelor of Arts (BA), Sociology, minor Sports Management
Palm Desert High School 1999 — 2003
High school Diploma, Educational Education
AQUAhydrate, Inc July 2014 - Present
AQUAhydrate, Inc June 2013 - July 2014
Honest Tea August 2011 - June 2013
Honest Tea January 2011 - August 2011
Wells Fargo June 2008 - January 2011
Skills
Marketing, Sales, Customer Service, Marketing Strategy, Account Management, Strategic Planning, Advertising, Social Media Marketing, Investments, Brand Awareness, Event Management, Relationship Management, Inventory Management, Project Planning, Product Management, Strategic Financial..., Insurance, Portfolio Management, Program Management, Digital Marketing, Event Planning, Management, Social Media, Social Networking
Education
University of California, Santa Barbara 2003 — 2008
Bachelor of Arts (BA), Sociology, minor Sports Management
Palm Desert High School 1999 — 2003
High school Diploma, Educational Education
Catalina Tang's Wells Fargo Experience December 2008 - December 2010
Job Staff Assistant at JPL
Industry Aviation & Aerospace
Experience
NASA Jet Propulsion Laboratory August 2015 - Present
Apex Computer Technology, Inc. March 2011 - August 2015
Wells Fargo December 2008 - December 2010
Skills
Accounts Receivable, Leadership, Accounts Payable, Banking, Microsoft Office, PowerPoint, Customer Service, Confidentiality, Purchase Orders, Accounting, Office Equipment, Social Networking, Data Entry, Microsoft Excel, Filing, Fax, 10 Key, Financial Analysis, Administrative Work, Customer Service..., Invoicing, File Management, Expense Reports, Invoice Processing, RMA, Organization, Coaching, Administration Jobs, Business Transactions, Multi-tasked, Bilingual-English/Spanis..., Secretarial Skills, Supervisory Experience, Pro-active Leader, Audit Reports, Loss Prevention, Sales, Microsoft Word, Teamwork, Social Media, Training, Interviews, Team Building, Human Resources, Administration
Education
UCSC 2003 — 2008
Bachelor of Science (B.S.), Anthropology
Delhi High School 1999 — 2003
High School Diploma, High School/Secondary Diplomas and Certificates
NASA Jet Propulsion Laboratory August 2015 - Present
Apex Computer Technology, Inc. March 2011 - August 2015
Wells Fargo December 2008 - December 2010
Skills
Accounts Receivable, Leadership, Accounts Payable, Banking, Microsoft Office, PowerPoint, Customer Service, Confidentiality, Purchase Orders, Accounting, Office Equipment, Social Networking, Data Entry, Microsoft Excel, Filing, Fax, 10 Key, Financial Analysis, Administrative Work, Customer Service..., Invoicing, File Management, Expense Reports, Invoice Processing, RMA, Organization, Coaching, Administration Jobs, Business Transactions, Multi-tasked, Bilingual-English/Spanis..., Secretarial Skills, Supervisory Experience, Pro-active Leader, Audit Reports, Loss Prevention, Sales, Microsoft Word, Teamwork, Social Media, Training, Interviews, Team Building, Human Resources, Administration
Education
UCSC 2003 — 2008
Bachelor of Science (B.S.), Anthropology
Delhi High School 1999 — 2003
High School Diploma, High School/Secondary Diplomas and Certificates
Bryant Mogin Bryant Mogin's Wells Fargo Experience June 2014 - August 2014
Job MBA Candidate Class of 2015 at USC Marshall
Industry Venture Capital & Private Equity
Experience
Wells Fargo June 2014 - August 2014
Kageh, Inc. December 2013 - June 2014
LLJ Ventures February 2013 - May 2013
Mogin Law Firm May 2010 - May 2013
California Economic Forecast December 2008 - May 2010
Skills
Quantitative Research, Databases, Entrepreneurship, Public Speaking, Real Estate Development, Social Media, E-commerce, Microsoft Office, Microsoft Excel, Creative Direction, Business Development, Leadership, Microsoft Word, Email Marketing, Event Planning, Marketing, PowerPoint, Teamwork, Cross-functional Team..., Financial Analysis
Education
USC Marshall School of Business 2013 — 2015
Master of Business Administration (MBA)
University of California, Santa Barbara 2005 — 2009
BA, Economics
Wells Fargo June 2014 - August 2014
Kageh, Inc. December 2013 - June 2014
LLJ Ventures February 2013 - May 2013
Mogin Law Firm May 2010 - May 2013
California Economic Forecast December 2008 - May 2010
Skills
Quantitative Research, Databases, Entrepreneurship, Public Speaking, Real Estate Development, Social Media, E-commerce, Microsoft Office, Microsoft Excel, Creative Direction, Business Development, Leadership, Microsoft Word, Email Marketing, Event Planning, Marketing, PowerPoint, Teamwork, Cross-functional Team..., Financial Analysis
Education
USC Marshall School of Business 2013 — 2015
Master of Business Administration (MBA)
University of California, Santa Barbara 2005 — 2009
BA, Economics
Jonathan Okamoto Jonathan Okamoto's Wells Fargo Experience September 1993 - September 1995
Job Vendor Management at Juniper Networks
Industry Information Technology and Services
Experience
Juniper Networks October 2009 - Present
JH Okamoto March 2003 - September 2009
Intero Real Estate Services February 2007 - October 2007
McKesson August 2002 - December 2003
Tradespeak.com February 2000 - June 2003
Juice Station, Inc. September 1995 - December 2002
Mortgage.com September 1998 - February 2000
Wells Fargo September 1993 - September 1995
Skills
Contract Negotiation, Vendor Management, Deal Creation, Deal Development, Analytics, Strategy, Financial Analysis, Databases, Cross-functional Team..., IT Management, Corporate Finance, Data Center, Infrastructure, Analysis, Network Design, Business Process..., Telecommunications, Real Estate, Business Development, Project Management, Management, Auditing, Pricing, Microsoft SQL Server, Data Science, Cloud Computing, SaaS, Sales, Data Analysis
Education
UC Santa Barbara
Bachelor of Arts (BA), Psychology
Juniper Networks October 2009 - Present
JH Okamoto March 2003 - September 2009
Intero Real Estate Services February 2007 - October 2007
McKesson August 2002 - December 2003
Tradespeak.com February 2000 - June 2003
Juice Station, Inc. September 1995 - December 2002
Mortgage.com September 1998 - February 2000
Wells Fargo September 1993 - September 1995
Skills
Contract Negotiation, Vendor Management, Deal Creation, Deal Development, Analytics, Strategy, Financial Analysis, Databases, Cross-functional Team..., IT Management, Corporate Finance, Data Center, Infrastructure, Analysis, Network Design, Business Process..., Telecommunications, Real Estate, Business Development, Project Management, Management, Auditing, Pricing, Microsoft SQL Server, Data Science, Cloud Computing, SaaS, Sales, Data Analysis
Education
UC Santa Barbara
Bachelor of Arts (BA), Psychology
Nicole De La Cruz Nicole De La Cruz's Wells Fargo Experience July 2007 - April 2011
Job Vice President/ Business Relationship Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2012 - Present
Wells Fargo Bank April 2011 - April 2012
Wells Fargo July 2007 - April 2011
Skills
Commercial Banking, Credit, Banking, Commercial Lending, Credit Analysis, Loans, Real Estate, Small Business Lending, Retail Banking, Relationship Management, Lines Of Credit, Cross Selling, Financial Services, Loan Origination, Management, Mortgage Lending, Portfolio Management
Education
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts (B.A.), Sociology
JPMorgan Chase April 2012 - Present
Wells Fargo Bank April 2011 - April 2012
Wells Fargo July 2007 - April 2011
Skills
Commercial Banking, Credit, Banking, Commercial Lending, Credit Analysis, Loans, Real Estate, Small Business Lending, Retail Banking, Relationship Management, Lines Of Credit, Cross Selling, Financial Services, Loan Origination, Management, Mortgage Lending, Portfolio Management
Education
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts (B.A.), Sociology
Sarah McLelland's Wells Fargo Experience May 2010 - January 2011
Job Professional Traveler at The McLellands
Industry Financial Services
Experience
The McLellands October 2015 - Present
Rent A Chair Santa Barbara March 2010 - Present
Montecito Bank & Trust July 2011 - September 2015
Wells Fargo May 2010 - January 2011
Chase April 2007 - May 2010
Skills
Banking, Retail Banking, Loans, Loan Origination, Commercial Lending, Marketing, Portfolio Management, Customer Service, Management, Credit Analysis, Credit, Sales, Small Business Lending, Event Management, Commercial Banking
Education
UCSB
The McLellands October 2015 - Present
Rent A Chair Santa Barbara March 2010 - Present
Montecito Bank & Trust July 2011 - September 2015
Wells Fargo May 2010 - January 2011
Chase April 2007 - May 2010
Skills
Banking, Retail Banking, Loans, Loan Origination, Commercial Lending, Marketing, Portfolio Management, Customer Service, Management, Credit Analysis, Credit, Sales, Small Business Lending, Event Management, Commercial Banking
Education
UCSB
Stephen Scarpulla, MBA Stephen Scarpulla, MBA's Wells Fargo Experience July 2013 - September 2013
Job Production Associate at Newmark Realty Capital, Inc.
Industry Commercial Real Estate
Experience
Newmark Realty Capital, Inc. September 2014 - Present
Scarpulla Associates August 2007 - Present
Pelara August 2014 - October 2014
Karen Scarpulla, E.A. January 2012 - April 2014
Wells Fargo July 2013 - September 2013
Alioto's Restaurants February 2011 - June 2012
Rose Pistola June 2007 - February 2010
Le Meridien San Francisco 2006 - 2007
Pan Pacific Hotel/JW Marriott San Francisco 2005 - 2006
Skills
Financial Modeling, Microsoft Excel, Cash Flow Analysis, Market Research, Management, Financial Analysis, Data Analysis, Microsoft Office, Restaurants, Hotels, Inventory Management, Time Management, Forecasting, Employee Relations, Customer Service, New Business Development, Analysis, Commercial Real Estate..., Hospitality Management, Event Planning, Social Media, Property Management, Asset Management, Valuation, Real Estate, Commercial Real Estate, Leases, Evictions, PowerPoint, Leadership, Restaurant Management, Hospitality, Event Management
Education
University of San Francisco 2012 — 2013
Master of Business Administration (M.B.A.), International Business, 3.67
University of California, Santa Barbara 1999 — 2003
BA, Political Science
Newmark Realty Capital, Inc. September 2014 - Present
Scarpulla Associates August 2007 - Present
Pelara August 2014 - October 2014
Karen Scarpulla, E.A. January 2012 - April 2014
Wells Fargo July 2013 - September 2013
Alioto's Restaurants February 2011 - June 2012
Rose Pistola June 2007 - February 2010
Le Meridien San Francisco 2006 - 2007
Pan Pacific Hotel/JW Marriott San Francisco 2005 - 2006
Skills
Financial Modeling, Microsoft Excel, Cash Flow Analysis, Market Research, Management, Financial Analysis, Data Analysis, Microsoft Office, Restaurants, Hotels, Inventory Management, Time Management, Forecasting, Employee Relations, Customer Service, New Business Development, Analysis, Commercial Real Estate..., Hospitality Management, Event Planning, Social Media, Property Management, Asset Management, Valuation, Real Estate, Commercial Real Estate, Leases, Evictions, PowerPoint, Leadership, Restaurant Management, Hospitality, Event Management
Education
University of San Francisco 2012 — 2013
Master of Business Administration (M.B.A.), International Business, 3.67
University of California, Santa Barbara 1999 — 2003
BA, Political Science
Kurt Schroeder Kurt Schroeder's Wells Fargo Experience 2013 - Present
Job Senior Vice President, Internal Communications at Wells Fargo
Industry Public Relations and Communications
Experience
Wells Fargo 2013 - Present
PG&E May 2010 - January 2013
Blue Shield 2006 - May 2010
DigitalThink November 2001 - May 2005
Talk City July 1997 - May 2000
Talk City November 1996 - July 1997
The White House August 1992 - December 1992
Skills
Internal Communications, Executive Communications, Strategic Communications, Crisis Communications, Communications Strategy, Communication Training, Corporate Communications, Copywriting, Leadership, Public Speaking, Strategy, Digital Media, Advertising, Integrated Marketing, Marketing Strategy, Marketing Communications, Social Networking, Press Releases, Public Relations, Corporate Social..., Brand Management
Education
UC, Santa Barbara
BA, Communications
Gunn
Wells Fargo 2013 - Present
PG&E May 2010 - January 2013
Blue Shield 2006 - May 2010
DigitalThink November 2001 - May 2005
Talk City July 1997 - May 2000
Talk City November 1996 - July 1997
The White House August 1992 - December 1992
Skills
Internal Communications, Executive Communications, Strategic Communications, Crisis Communications, Communications Strategy, Communication Training, Corporate Communications, Copywriting, Leadership, Public Speaking, Strategy, Digital Media, Advertising, Integrated Marketing, Marketing Strategy, Marketing Communications, Social Networking, Press Releases, Public Relations, Corporate Social..., Brand Management
Education
UC, Santa Barbara
BA, Communications
Gunn
John Hsieh John Hsieh's Wells Fargo Experience July 2015 - Present
Job Investors Reporting at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2015 - Present
Wells Fargo April 2015 - July 2015
CTBC Bank May 2011 - December 2014
Wells Fargo November 2010 - May 2011
East West Bank (Formerly United Commercial Bank) July 2006 - April 2010
TARGET July 2005 - March 2006
Skills
Account Reconciliation, PeopleSoft, Banking, Accounting, Cash Management, Balance, General Ledger, Customer Service, Budgets, Cash Flow, Credit Risk, Credit Analysis, Internal Controls, Management, Due Diligence, Credit, Training, Deposits, Risk Management, AML, Access, Commercial Banking, Treasury Management, Sarbanes-Oxley Act, Corporate Finance, Accounts Receivable, Financial Reporting, Auditing, Loans, Internet Banking, Strategic Financial..., Mergers & Acquisitions, Financial Analysis, Microsoft Excel, Analysis, Accounts Payable, Payments, Asset Based Lending, Commercial Lending, Forecasting, Outlook, Financial Risk, Hyperion Enterprise, Financial Modeling, Bank Secrecy Act, Financial Institutions, Internal Audit, Enterprise Risk..., Portfolio Management, Small Business Lending
Education
University of California, Santa Cruz 2001 — 2005
Business Management Economic
Los Altos High School
Wells Fargo July 2015 - Present
Wells Fargo April 2015 - July 2015
CTBC Bank May 2011 - December 2014
Wells Fargo November 2010 - May 2011
East West Bank (Formerly United Commercial Bank) July 2006 - April 2010
TARGET July 2005 - March 2006
Skills
Account Reconciliation, PeopleSoft, Banking, Accounting, Cash Management, Balance, General Ledger, Customer Service, Budgets, Cash Flow, Credit Risk, Credit Analysis, Internal Controls, Management, Due Diligence, Credit, Training, Deposits, Risk Management, AML, Access, Commercial Banking, Treasury Management, Sarbanes-Oxley Act, Corporate Finance, Accounts Receivable, Financial Reporting, Auditing, Loans, Internet Banking, Strategic Financial..., Mergers & Acquisitions, Financial Analysis, Microsoft Excel, Analysis, Accounts Payable, Payments, Asset Based Lending, Commercial Lending, Forecasting, Outlook, Financial Risk, Hyperion Enterprise, Financial Modeling, Bank Secrecy Act, Financial Institutions, Internal Audit, Enterprise Risk..., Portfolio Management, Small Business Lending
Education
University of California, Santa Cruz 2001 — 2005
Business Management Economic
Los Altos High School
Joe Iezza Joe Iezza's Wells Fargo Experience November 1997 - May 2000
Job Mortgage Banker at JP Morgan Chase. NMLS ID 695089
Industry Financial Services
Experience
JPMorgan Chase June 2000 - Present
Wells Fargo November 1997 - May 2000
Skills
Mortgage Lending, Sales, Mortgage Banking, Loan Origination, FHA, Refinance, Investments, Credit, Banking, Customer Service
Education
UCSB 1992 — 1997
Bachelor of Arts, Law and Society
Glendale High School 1989 — 1992
JPMorgan Chase June 2000 - Present
Wells Fargo November 1997 - May 2000
Skills
Mortgage Lending, Sales, Mortgage Banking, Loan Origination, FHA, Refinance, Investments, Credit, Banking, Customer Service
Education
UCSB 1992 — 1997
Bachelor of Arts, Law and Society
Glendale High School 1989 — 1992
Joseph Robillard Joseph Robillard's Wells Fargo Experience 2008 - 2010
Job Director at Windward Capital Management Co.
Industry Investment Management
Experience
Windward Capital Management Co. 2010 - Present
Wells Fargo 2008 - 2010
Montecito Bank & Trust 2006 - 2008
Skills
Series 7, Series 24, CA Insurance License, Financial Advisory, Asset Managment, Equities, Institutional Investors, Investment Advisory, Wealth Management, Fund Of Funds, Alternative Investments, Series 63, Investments, Investment Management, Portfolio Management, Asset Management, Mutual Funds, Hedge Funds, Securities, Asset Allocation, Fixed Income, ETFs, Retirement Planning, Financial Services, Capital Markets, Financial Planning, Valuation
Education
University of California, Santa Barbara
Bachelor's degree
Windward Capital Management Co. 2010 - Present
Wells Fargo 2008 - 2010
Montecito Bank & Trust 2006 - 2008
Skills
Series 7, Series 24, CA Insurance License, Financial Advisory, Asset Managment, Equities, Institutional Investors, Investment Advisory, Wealth Management, Fund Of Funds, Alternative Investments, Series 63, Investments, Investment Management, Portfolio Management, Asset Management, Mutual Funds, Hedge Funds, Securities, Asset Allocation, Fixed Income, ETFs, Retirement Planning, Financial Services, Capital Markets, Financial Planning, Valuation
Education
University of California, Santa Barbara
Bachelor's degree
Brian Gray's Wells Fargo Experience 1998 - 2000
Job Partner at Gursey Schneider LLP
Industry Accounting
Experience
Gursey Schneider LLP August 2012 - Present
WTAS February 2009 - July 2012
Andell Holdings March 2007 - February 2009
WTAS July 2002 - February 2007
Arthur Andersen January 2001 - July 2002
Wells Fargo 1998 - 2000
Skills
Tax, Income Tax, Tax Preparation, Accounting, CPA, Estate Planning, Finance, Tax Returns, High Net Worth..., Estate Tax Planning
Education
UCSB 1998 — 2000
BA, Economics
University of California, Santa Barbara 1998 — 2000
Bachelor of Arts, Business Economics
Gursey Schneider LLP August 2012 - Present
WTAS February 2009 - July 2012
Andell Holdings March 2007 - February 2009
WTAS July 2002 - February 2007
Arthur Andersen January 2001 - July 2002
Wells Fargo 1998 - 2000
Skills
Tax, Income Tax, Tax Preparation, Accounting, CPA, Estate Planning, Finance, Tax Returns, High Net Worth..., Estate Tax Planning
Education
UCSB 1998 — 2000
BA, Economics
University of California, Santa Barbara 1998 — 2000
Bachelor of Arts, Business Economics
Lauren Tobiassen Lauren Tobiassen's Wells Fargo Experience October 2004 - Present
Job Wells Fargo Area President
Industry Financial Services
Experience
Wells Fargo October 2004 - Present
Wells Fargo March 2001 - September 2004
Wells Fargo December 1996 - February 2001
Wells Fargo September 1995 - October 1996
Skills
Sales Management, Strategic Planning, Coaching, Retail Banking, Team Building, Process Improvement, P&L Management, Change Management, Executive Management, Cross-functional Team..., Leadership Development, Sales Initiatives, Management Presentations, Financial Services, Regional Sales Manager, MBA, Decision Making, Project Management, Succession Planning, Competitive Market..., Marketing Initiatives, Marketing Strategy, Direct Marketing, Training, Sales, Banking, Sales Operations, Mortgage Lending, Commercial Banking, Competitive Analysis, Strategy, Loans, Leadership, Small Business Lending, Campaigns, Management
Education
University of Southern California 1988 — 1990
MBA, Marketing
University of California, Santa Barbara 1982 — 1986
BA, Economics/Communication Studies
Wells Fargo October 2004 - Present
Wells Fargo March 2001 - September 2004
Wells Fargo December 1996 - February 2001
Wells Fargo September 1995 - October 1996
Skills
Sales Management, Strategic Planning, Coaching, Retail Banking, Team Building, Process Improvement, P&L Management, Change Management, Executive Management, Cross-functional Team..., Leadership Development, Sales Initiatives, Management Presentations, Financial Services, Regional Sales Manager, MBA, Decision Making, Project Management, Succession Planning, Competitive Market..., Marketing Initiatives, Marketing Strategy, Direct Marketing, Training, Sales, Banking, Sales Operations, Mortgage Lending, Commercial Banking, Competitive Analysis, Strategy, Loans, Leadership, Small Business Lending, Campaigns, Management
Education
University of Southern California 1988 — 1990
MBA, Marketing
University of California, Santa Barbara 1982 — 1986
BA, Economics/Communication Studies
Kallie Dixon's Wells Fargo Experience August 2012 - October 2013
Job Administrative Assistant at Aerotek
Industry Higher Education
Experience
Aerotek October 2013 - Present
Wells Fargo August 2012 - October 2013
UCSB Visitors Center June 2010 - June 2012
Communication Association at UCSB September 2010 - March 2012
UCSB Close Relationships Lab January 2010 - December 2011
EXPRESS May 2010 - August 2011
California Public Interest Research Group January 2009 - April 2009
Skills
SPSS, Public Speaking, Customer Service, Research, PowerPoint, Microsoft Excel, Microsoft Word, Event Management, Sales, Higher Education
Education
University of California, Santa Barbara 2008 — 2012
BA, Psychology, Communication
Aerotek October 2013 - Present
Wells Fargo August 2012 - October 2013
UCSB Visitors Center June 2010 - June 2012
Communication Association at UCSB September 2010 - March 2012
UCSB Close Relationships Lab January 2010 - December 2011
EXPRESS May 2010 - August 2011
California Public Interest Research Group January 2009 - April 2009
Skills
SPSS, Public Speaking, Customer Service, Research, PowerPoint, Microsoft Excel, Microsoft Word, Event Management, Sales, Higher Education
Education
University of California, Santa Barbara 2008 — 2012
BA, Psychology, Communication
Scott Teter Scott Teter's Wells Fargo Experience August 1999 - October 2006
Job President, Strategic Wealth Management
Industry Financial Services
Experience
Strategic Wealth Management October 2006 - Present
Wells Fargo August 1999 - October 2006
Banc of America Investments 1992 - 1999
Skills
Wealth Management, Portfolio Management, Investments, Investment Advisory, Asset Managment, Estate Planning, Strategic Financial..., Small Business, Asset Management, Securities, Strategy, Retirement, Wealth Management..., High Net Worth..., Finance, Entrepreneurship, 401k, Insurance, Investment Management, Mutual Funds, Financial Analysis, Retirement Planning, Financial Planners, Private Equity, Asset Allocation, Alternative Investments, Fixed Annuities
Education
University of California, Santa Barbara 1981 — 1984
Bachelor of Arts (B.A.), Political Science and Government
Strategic Wealth Management October 2006 - Present
Wells Fargo August 1999 - October 2006
Banc of America Investments 1992 - 1999
Skills
Wealth Management, Portfolio Management, Investments, Investment Advisory, Asset Managment, Estate Planning, Strategic Financial..., Small Business, Asset Management, Securities, Strategy, Retirement, Wealth Management..., High Net Worth..., Finance, Entrepreneurship, 401k, Insurance, Investment Management, Mutual Funds, Financial Analysis, Retirement Planning, Financial Planners, Private Equity, Asset Allocation, Alternative Investments, Fixed Annuities
Education
University of California, Santa Barbara 1981 — 1984
Bachelor of Arts (B.A.), Political Science and Government
Rosalind Padilla Rosalind Padilla's Wells Fargo Experience June 1990 - December 1991
Job Senior Program Manager, Diversity & Inclusion
Industry Human Resources
Experience
Circulo de Vida Cancer Support & Resource Center 2011 - Present
Kaiser Permanente, National Diversity & Inclusion June 2011 - May 2015
Kaiser Permanente July 2009 - May 2011
JPMorgan Chase (formerly Washington Mutual) February 2008 - May 2009
The Golden 1 Credit Union February 2007 - February 2008
Bank of America January 1997 - December 1998
Bank of America February 1993 - July 1994
Wells Fargo June 1990 - December 1991
Wells Fargo Bank December 1981 - June 1988
Skills
Public Relations, Program Management, Cross-functional Team..., Integrated Marketing, Leadership, Marketing, Market Research, Event Planning, Corporate Communications, Strategic Planning, Budgets, Spanish, Management, Proposal Writing, Training, Strategic Partnerships, Strategy
Education
The National Hispanic University 1979 — 1988
MBA, Marketing & Management
University of California, Santa Barbara 1977 — 1981
BA, Spanish
Circulo de Vida Cancer Support & Resource Center 2011 - Present
Kaiser Permanente, National Diversity & Inclusion June 2011 - May 2015
Kaiser Permanente July 2009 - May 2011
JPMorgan Chase (formerly Washington Mutual) February 2008 - May 2009
The Golden 1 Credit Union February 2007 - February 2008
Bank of America January 1997 - December 1998
Bank of America February 1993 - July 1994
Wells Fargo June 1990 - December 1991
Wells Fargo Bank December 1981 - June 1988
Skills
Public Relations, Program Management, Cross-functional Team..., Integrated Marketing, Leadership, Marketing, Market Research, Event Planning, Corporate Communications, Strategic Planning, Budgets, Spanish, Management, Proposal Writing, Training, Strategic Partnerships, Strategy
Education
The National Hispanic University 1979 — 1988
MBA, Marketing & Management
University of California, Santa Barbara 1977 — 1981
BA, Spanish
Shushan Tigranyan's Wells Fargo Experience September 2014 - January 2015
Job University of California, Santa Barbara
Industry Events Services
Experience
Central Valley Autism Project February 2015 - Present
Wells Fargo September 2014 - January 2015
Jamba Juice February 2010 - September 2014
Skills
Time Management, Food Preparation, Food Service, Cashiering, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Social Media, Teamwork, Team Leadership, Event Planning, Facebook, Catering, Fundraising, Nonprofits, Public Speaking, Research, Social Networking
Education
University of California, Santa Barbara 2010 — 2014
Bachelor's Degree, Psychology and Minor in Education
Central Valley Autism Project February 2015 - Present
Wells Fargo September 2014 - January 2015
Jamba Juice February 2010 - September 2014
Skills
Time Management, Food Preparation, Food Service, Cashiering, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Social Media, Teamwork, Team Leadership, Event Planning, Facebook, Catering, Fundraising, Nonprofits, Public Speaking, Research, Social Networking
Education
University of California, Santa Barbara 2010 — 2014
Bachelor's Degree, Psychology and Minor in Education
Brandon Citrin Brandon Citrin's Wells Fargo Experience August 2004 - September 2006
Job Treasury Management Sales Analyst at City National Bank
Industry Banking
Experience
City National Bank September 2008 - Present
Bank of America September 2006 - September 2007
Wells Fargo August 2004 - September 2006
Skills
Leadership, Financial Analysis, Banking, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Sales Presentations, Business Strategy, Strong Business Acumen, Maintaining Strong..., Cross Selling, Portfolio Management, Business Development, Organizational..., Client Relations Skills, Outstanding..., Team Building, Sales Management, Account Management, Relationship Management, Networking, Small Business Lending
Education
UCSB 1999 — 2004
Bachelor's degree, Psychology
Culver City High School 1997 — 1999
Pilgrim School
City National Bank September 2008 - Present
Bank of America September 2006 - September 2007
Wells Fargo August 2004 - September 2006
Skills
Leadership, Financial Analysis, Banking, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Sales Presentations, Business Strategy, Strong Business Acumen, Maintaining Strong..., Cross Selling, Portfolio Management, Business Development, Organizational..., Client Relations Skills, Outstanding..., Team Building, Sales Management, Account Management, Relationship Management, Networking, Small Business Lending
Education
UCSB 1999 — 2004
Bachelor's degree, Psychology
Culver City High School 1997 — 1999
Pilgrim School
Chase Horning Chase Horning's Wells Fargo Experience August 2015 - Present
Job QA Analyst II at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2015 - Present
Department of Veterans Affairs January 2014 - August 2015
One Heartland September 2013 - August 2014
Crohn's & Colitis Foundation of America July 2013 - December 2013
Project Concern International August 2012 - January 2013
Project Concern International April 2012 - August 2012
Tilly's October 2011 - January 2012
South Swell Sports October 2005 - August 2007
One Voice Technologies, Inc January 2006 - June 2006
Skills
Raiser's Edge, Hootsuite, Database Administration, Nonprofit Development, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Writing, Editing, Research, Graphic Design, Event Planning, Non-profits, Nonprofits, Marketing, Donor Management, Bank Reconciliation, Expense Management
Education
University of California, Santa Barbara 2007 — 2011
B.A., Sociology
Torrey Pines High School 2003 — 2007
Wells Fargo August 2015 - Present
Department of Veterans Affairs January 2014 - August 2015
One Heartland September 2013 - August 2014
Crohn's & Colitis Foundation of America July 2013 - December 2013
Project Concern International August 2012 - January 2013
Project Concern International April 2012 - August 2012
Tilly's October 2011 - January 2012
South Swell Sports October 2005 - August 2007
One Voice Technologies, Inc January 2006 - June 2006
Skills
Raiser's Edge, Hootsuite, Database Administration, Nonprofit Development, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Writing, Editing, Research, Graphic Design, Event Planning, Non-profits, Nonprofits, Marketing, Donor Management, Bank Reconciliation, Expense Management
Education
University of California, Santa Barbara 2007 — 2011
B.A., Sociology
Torrey Pines High School 2003 — 2007
Brett Ernst Brett Ernst's Wells Fargo Experience January 2010 - January 2012
Job Technical Support at Liquid Image Co
Industry Information Technology and Services
Experience
Liquid Image Co December 2012 - Present
Wells Fargo January 2010 - January 2012
Make It Work, inc. January 2007 - January 2008
Skills
Retail Banking, Financial Analysis, Consumer Lending, Commercial Banking, Small Business Lending, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows 7, Windows Vista, Leadership, Management, Team Leadership, Public Speaking, Android
Education
University of California, Santa Barbara 2003 — 2008
Bachelor of Arts (B.A.), Business Communication, 3.0
Sydney University 2005 — 2006
Bachelor of Arts (B.A.), Communication and Media Studies
Liquid Image Co December 2012 - Present
Wells Fargo January 2010 - January 2012
Make It Work, inc. January 2007 - January 2008
Skills
Retail Banking, Financial Analysis, Consumer Lending, Commercial Banking, Small Business Lending, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows 7, Windows Vista, Leadership, Management, Team Leadership, Public Speaking, Android
Education
University of California, Santa Barbara 2003 — 2008
Bachelor of Arts (B.A.), Business Communication, 3.0
Sydney University 2005 — 2006
Bachelor of Arts (B.A.), Communication and Media Studies
Dave Vidor's Wells Fargo Experience August 2002 - June 2004
Job Principal at Korn/Ferry International
Industry Staffing and Recruiting
Experience
Korn/Ferry International May 2007 - Present
Sg2 August 2006 - May 2007
Cordis, a Johnson and Johnson Company June 2005 - August 2005
Wells Fargo August 2002 - June 2004
Accenture November 2000 - August 2002
Skills
Strategy, Business Development, Executive Search, Organizational..., Cross-functional Team..., Manufacturing, Leadership, Business Strategy, Leadership Development, Start-ups, Management Consulting, Talent Acquisition, Talent Management, Management, Recruiting, Mergers & Acquisitions, Applicant Tracking..., Marketing, Sourcing, New Business Development, Strategic Planning, Technical Recruiting, Strategic Consulting, Executive Management, Energy, Mergers, Change Management, Market Research, Strategic Sourcing, Executive Coaching, Team Building, Program Management
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
M.B.A., Business Administration
University of California, Santa Barbara 1996 — 2000
B.S., Biological Sciences
Korn/Ferry International May 2007 - Present
Sg2 August 2006 - May 2007
Cordis, a Johnson and Johnson Company June 2005 - August 2005
Wells Fargo August 2002 - June 2004
Accenture November 2000 - August 2002
Skills
Strategy, Business Development, Executive Search, Organizational..., Cross-functional Team..., Manufacturing, Leadership, Business Strategy, Leadership Development, Start-ups, Management Consulting, Talent Acquisition, Talent Management, Management, Recruiting, Mergers & Acquisitions, Applicant Tracking..., Marketing, Sourcing, New Business Development, Strategic Planning, Technical Recruiting, Strategic Consulting, Executive Management, Energy, Mergers, Change Management, Market Research, Strategic Sourcing, Executive Coaching, Team Building, Program Management
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
M.B.A., Business Administration
University of California, Santa Barbara 1996 — 2000
B.S., Biological Sciences
linda cheresh linda cheresh's Wells Fargo Experience 2002 - 2010
Job Senior Private Banker at Northern Trust
Industry Banking
Experience
Northern Trust July 2012 - Present
US Bank November 2010 - July 2012
US Bank November 2010 - July 2012
Wells Fargo 2002 - 2010
Montecito Bank & Trust 1990 - 1991
Skills
Estate Planning, Investments, Retirement Planning, Portfolio Management, Series 7, Strategic Financial..., Asset Managment, Asset Allocation, Series 63, Credit, Investment Advisory, Mutual Funds, Wealth, Financial Analysis, Investment Management, Wealth Management..., Financial Advisory, Alternative Investments, Asset Management, Equities, Investment Strategies, Credit Analysis
Education
University of California, Santa Barbara 1978 — 1981
Business Econonmics, Business
Northern Trust July 2012 - Present
US Bank November 2010 - July 2012
US Bank November 2010 - July 2012
Wells Fargo 2002 - 2010
Montecito Bank & Trust 1990 - 1991
Skills
Estate Planning, Investments, Retirement Planning, Portfolio Management, Series 7, Strategic Financial..., Asset Managment, Asset Allocation, Series 63, Credit, Investment Advisory, Mutual Funds, Wealth, Financial Analysis, Investment Management, Wealth Management..., Financial Advisory, Alternative Investments, Asset Management, Equities, Investment Strategies, Credit Analysis
Education
University of California, Santa Barbara 1978 — 1981
Business Econonmics, Business
Njambi Hooks Njambi Hooks's Wells Fargo Experience May 2005 - August 2007
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Beacon Pointe Wealth Advisors October 2013 - November 2014
Fidelity Investments January 2012 - October 2013
HSBC Private Bank August 2007 - January 2012
Wells Fargo May 2005 - August 2007
Wells Fargo September 1999 - May 2005
Skills
Uniform Combined State..., Series 7, CRM, Wealth Management, Financial Analysis, Equities, Business Development, Financial Risk, Investments, Series 66, CA Insurance License, Banking
Education
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts, Global and International Studies; an emphasis on Socioeconomics and Politics
Fidelity Investments November 2014 - Present
Beacon Pointe Wealth Advisors October 2013 - November 2014
Fidelity Investments January 2012 - October 2013
HSBC Private Bank August 2007 - January 2012
Wells Fargo May 2005 - August 2007
Wells Fargo September 1999 - May 2005
Skills
Uniform Combined State..., Series 7, CRM, Wealth Management, Financial Analysis, Equities, Business Development, Financial Risk, Investments, Series 66, CA Insurance License, Banking
Education
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts, Global and International Studies; an emphasis on Socioeconomics and Politics
Qun Luo Qun Luo's Wells Fargo Experience September 2014 - Present
Job Quantitative Analytic Audit Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
Wells Fargo August 2013 - Present
Federal Home Loan Bank of San Francisco November 2011 - August 2013
Wells Fargo March 2010 - November 2011
Wells Fargo November 2008 - March 2010
JPMorgan Chase November 2007 - November 2008
Skills
SAS/SQL, Essbase, Bloomberg, SAS, Financial Modeling, SQL, Financial Reporting, Credit, Credit Analysis, VBA, Access, Fixed Income, Credit Risk, Risk Management, Data Mining, Marketing Strategy, Segmentation, Customer Insight, Analysis, Analytics, Financial Risk, BASEL Compliance, Stress Testing
Education
UC Berkeley Extension 2011 — 2013
Certificate in Capital Markets, Finance and Financial Management Services
MA 2005 — 2007
M.A; M.A, Applied Statistics and Statistical science; Economics; Business Economics
University of California, Santa Barbara 2001 — 2007
Masters, Statistics and Economics
Wells Fargo September 2014 - Present
Wells Fargo August 2013 - Present
Federal Home Loan Bank of San Francisco November 2011 - August 2013
Wells Fargo March 2010 - November 2011
Wells Fargo November 2008 - March 2010
JPMorgan Chase November 2007 - November 2008
Skills
SAS/SQL, Essbase, Bloomberg, SAS, Financial Modeling, SQL, Financial Reporting, Credit, Credit Analysis, VBA, Access, Fixed Income, Credit Risk, Risk Management, Data Mining, Marketing Strategy, Segmentation, Customer Insight, Analysis, Analytics, Financial Risk, BASEL Compliance, Stress Testing
Education
UC Berkeley Extension 2011 — 2013
Certificate in Capital Markets, Finance and Financial Management Services
MA 2005 — 2007
M.A; M.A, Applied Statistics and Statistical science; Economics; Business Economics
University of California, Santa Barbara 2001 — 2007
Masters, Statistics and Economics
Chad Smart Chad Smart's Wells Fargo Experience November 2004 - Present
Job Private Mortgage Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2004 - Present
Skills
Mortgage Lending, Loan Origination, Refinance, Mortgage Banking, Loans, FHA, Credit, Residential Mortgages, Credit Analysis, Banking, Underwriting, Wealth Management
Education
UCSB
Bachelor, Business Economics
Wells Fargo November 2004 - Present
Skills
Mortgage Lending, Loan Origination, Refinance, Mortgage Banking, Loans, FHA, Credit, Residential Mortgages, Credit Analysis, Banking, Underwriting, Wealth Management
Education
UCSB
Bachelor, Business Economics
Coco Lorenzo's Wells Fargo Experience October 2004 - October 2005
Job VP Client Services & Operations at WESPAC Advisors SoCal, LLC
Industry Financial Services
Experience
WESPAC Advisors SoCal, LLC July 2009 - Present
Tower Asset Management October 2002 - June 2009
Wells Fargo October 2004 - October 2005
Pantheon Ventures November 2000 - May 2002
Skills
Relationship Management, Investments, Investment Advisory, Retirement Planning, Employee Benefits, Equities, Fixed Income, 401k, Wealth Management, Portfolio Management
Education
University of California, Santa Barbara 1996 — 2000
BA, Psychology
WESPAC Advisors SoCal, LLC July 2009 - Present
Tower Asset Management October 2002 - June 2009
Wells Fargo October 2004 - October 2005
Pantheon Ventures November 2000 - May 2002
Skills
Relationship Management, Investments, Investment Advisory, Retirement Planning, Employee Benefits, Equities, Fixed Income, 401k, Wealth Management, Portfolio Management
Education
University of California, Santa Barbara 1996 — 2000
BA, Psychology
Julie Newton Julie Newton's Wells Fargo Experience September 2005 - September 2009
Job Sr. Manager of Special Projects at The Lyman/Tremont Groups
Industry Chemicals
Experience
Continuity Partners September 2009 - October 2012
Wells Fargo September 2005 - September 2009
Northern Trust September 1998 - February 2005
Skills
Wealth Management, Private Banking, Investments, Estate Planning, High Net Worth..., Credit Analysis, Loans
Education
University of California, Santa Barbara 1992 — 1996
BA, Communications
Continuity Partners September 2009 - October 2012
Wells Fargo September 2005 - September 2009
Northern Trust September 1998 - February 2005
Skills
Wealth Management, Private Banking, Investments, Estate Planning, High Net Worth..., Credit Analysis, Loans
Education
University of California, Santa Barbara 1992 — 1996
BA, Communications
Bruce Withers Bruce Withers's Wells Fargo Experience June 2013 - Present
Job VP Product Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2013 - Present
Wells Fargo September 2006 - June 2013
Wells Fargo January 2000 - September 2006
Wells Fargo December 1997 - December 1999
Wells Fargo February 1997 - December 1997
Wells Fargo August 1996 - February 1997
Skills
Banking, Mobile Devices, Vendor Management, Agile Methodologies, Program Management, Strategy, Integration, Project Management, Telecommunications, Financial Services, Leadership, Management, IVR, IT Management, Mobile Payments, Customer Experience, Internet Banking, Mobile Banking, Problem Solving, SDLC, Product Management, Payments, Business Analysis, Forecasting, Risk Management, IT Strategy
Education
Wells Fargo Information Technology College / Phoenix University 1999 — 2000
Certification, Computer/Information Technology Administration and Management
University of California, Santa Barbara 1982 — 1985
Bachelor of Arts, Human Communication Research, Psychology
Wells Fargo June 2013 - Present
Wells Fargo September 2006 - June 2013
Wells Fargo January 2000 - September 2006
Wells Fargo December 1997 - December 1999
Wells Fargo February 1997 - December 1997
Wells Fargo August 1996 - February 1997
Skills
Banking, Mobile Devices, Vendor Management, Agile Methodologies, Program Management, Strategy, Integration, Project Management, Telecommunications, Financial Services, Leadership, Management, IVR, IT Management, Mobile Payments, Customer Experience, Internet Banking, Mobile Banking, Problem Solving, SDLC, Product Management, Payments, Business Analysis, Forecasting, Risk Management, IT Strategy
Education
Wells Fargo Information Technology College / Phoenix University 1999 — 2000
Certification, Computer/Information Technology Administration and Management
University of California, Santa Barbara 1982 — 1985
Bachelor of Arts, Human Communication Research, Psychology
Hoang Minh Nguyen Hoang Minh Nguyen's Wells Fargo Experience June 2012 - August 2012
Job Tax Associate at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Hillary Tentler CPA December 2012 - June 2014
Cyan Systems November 2012 - June 2014
C&D llp January 2014 - April 2014
Wells Fargo June 2012 - August 2012
Skills
Accounting, Forecasting, Corporate Finance, Financial Modeling, Tax, Management, Microsoft Word, PowerPoint, Outlook, Time Management, Microsoft Excel, QuickBooks, Financial Analysis, Teamwork, Auditing, Microsoft Office, Budgets, Income Tax
Education
University of California, Santa Barbara 2011 — 2013
Bachelor of Arts, Economics and Accounting
KPMG US July 2014 - Present
Hillary Tentler CPA December 2012 - June 2014
Cyan Systems November 2012 - June 2014
C&D llp January 2014 - April 2014
Wells Fargo June 2012 - August 2012
Skills
Accounting, Forecasting, Corporate Finance, Financial Modeling, Tax, Management, Microsoft Word, PowerPoint, Outlook, Time Management, Microsoft Excel, QuickBooks, Financial Analysis, Teamwork, Auditing, Microsoft Office, Budgets, Income Tax
Education
University of California, Santa Barbara 2011 — 2013
Bachelor of Arts, Economics and Accounting
Annalee Autumn Annalee Autumn's Wells Fargo Experience May 2001 - October 2003
Job Writer, Director, Actor at Just Right Films
Industry Entertainment
Experience
Toy Manufacturing Company November 2007 - Present
Just Us Films 2003 - Present
Intimate Apparel Business Magazine November 2006 - November 2007
Wells Fargo May 2001 - October 2003
Skills
Screenwriting, Final Cut Pro Certified..., Film Directing, Film, Final Cut Pro, Writing, Video, Editing, Film Production, Creative Writing, Video Production, Video Editing, Production, Entertainment, Acting, Social Media, Television, Directing, Music Industry, Storytelling, Content Strategy, Music, Digital Media, Broadcast, New Media, Voice Over, Publicity, Radio, Blogging, Production Managment
Education
University of California, Santa Barbara 1991 — 1995
BA, Film, English with Creative Writing Emphasis
Temecula Valley High School 1987 — 1991
Toy Manufacturing Company November 2007 - Present
Just Us Films 2003 - Present
Intimate Apparel Business Magazine November 2006 - November 2007
Wells Fargo May 2001 - October 2003
Skills
Screenwriting, Final Cut Pro Certified..., Film Directing, Film, Final Cut Pro, Writing, Video, Editing, Film Production, Creative Writing, Video Production, Video Editing, Production, Entertainment, Acting, Social Media, Television, Directing, Music Industry, Storytelling, Content Strategy, Music, Digital Media, Broadcast, New Media, Voice Over, Publicity, Radio, Blogging, Production Managment
Education
University of California, Santa Barbara 1991 — 1995
BA, Film, English with Creative Writing Emphasis
Temecula Valley High School 1987 — 1991
Tony Roldan's Wells Fargo Experience August 1996 - November 1997
Job Vice President, Branch Manager, First National Bank of Northern California
Industry Banking
Experience
First National Bank of Northern California August 2014 - Present
JPMorgan Chase September 2011 - August 2014
Citi January 2003 - September 2011
First Republic Bank December 2002 - January 2004
Citi November 1999 - December 2002
Bank of the West November 1997 - October 1999
Wells Fargo August 1996 - November 1997
Bank of America October 1987 - August 1996
Skills
Banking, Loans, Credit, Retail Banking, Branch Banking, Consumer Lending, Management, Mortgage Lending, Leadership, Commercial Banking, Small Business Lending, Customer Service, Sales, Credit Analysis, Financial Services, Commercial Lending, Relationship Management, Credit Cards, Cross Selling, Branch Management, Deposits, Loan Origination, Lines Of Credit, Credit Risk, Portfolio Management, Financial Analysis, Investments, Risk Management, Mortgage Banking, Finance, Business Development, Cash Management, Refinance, Private Banking, Coaching, Residential Mortgages, Sales Management, Team Building, Home Equity Loans, Financial Institutions
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Economics
Ventura College
Associate of Arts (A.A.), General Studies
First National Bank of Northern California August 2014 - Present
JPMorgan Chase September 2011 - August 2014
Citi January 2003 - September 2011
First Republic Bank December 2002 - January 2004
Citi November 1999 - December 2002
Bank of the West November 1997 - October 1999
Wells Fargo August 1996 - November 1997
Bank of America October 1987 - August 1996
Skills
Banking, Loans, Credit, Retail Banking, Branch Banking, Consumer Lending, Management, Mortgage Lending, Leadership, Commercial Banking, Small Business Lending, Customer Service, Sales, Credit Analysis, Financial Services, Commercial Lending, Relationship Management, Credit Cards, Cross Selling, Branch Management, Deposits, Loan Origination, Lines Of Credit, Credit Risk, Portfolio Management, Financial Analysis, Investments, Risk Management, Mortgage Banking, Finance, Business Development, Cash Management, Refinance, Private Banking, Coaching, Residential Mortgages, Sales Management, Team Building, Home Equity Loans, Financial Institutions
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Economics
Ventura College
Associate of Arts (A.A.), General Studies
Norma Cave's Wells Fargo Experience April 2009 - October 2009
Job Portfolio Administrator at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2013 - Present
BNY Mellon October 2009 - February 2013
Wells Fargo April 2009 - October 2009
JPMorgan Chase April 2008 - April 2009
Aurora Loan Services September 2006 - March 2008
Universal Lending Group September 2003 - August 2006
Skills
CRM, Loans, Management, Sales, Mortgage Lending, Customer Service, Portfolio Management, Financial Analysis, Microsoft Excel
Education
University of San Francisco 1998 — 2002
University of California, Santa Barbara 1995 — 1997
BNY Mellon March 2013 - Present
BNY Mellon October 2009 - February 2013
Wells Fargo April 2009 - October 2009
JPMorgan Chase April 2008 - April 2009
Aurora Loan Services September 2006 - March 2008
Universal Lending Group September 2003 - August 2006
Skills
CRM, Loans, Management, Sales, Mortgage Lending, Customer Service, Portfolio Management, Financial Analysis, Microsoft Excel
Education
University of San Francisco 1998 — 2002
University of California, Santa Barbara 1995 — 1997
Anthony Durham's Wells Fargo Experience April 2013 - Present
Job Licensed Premier Banker at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo April 2013 - Present
US Bank March 2009 - March 2013
Skills
Financial Analysis, Risk Management, Corporate Finance, Credit, Banking, Loans, Marketing Strategy, Public Speaking, AML, Capital Markets, Customer Service, Due Diligence, Real Estate, Retail Banking, Relationship Management, Sales, Finance
Education
University of California, Santa Barbara 2003 — 2005
Bachelor of Arts (B.A.), Law & Society
Wells Fargo April 2013 - Present
US Bank March 2009 - March 2013
Skills
Financial Analysis, Risk Management, Corporate Finance, Credit, Banking, Loans, Marketing Strategy, Public Speaking, AML, Capital Markets, Customer Service, Due Diligence, Real Estate, Retail Banking, Relationship Management, Sales, Finance
Education
University of California, Santa Barbara 2003 — 2005
Bachelor of Arts (B.A.), Law & Society
Betty Nguyen's Wells Fargo Experience August 2006 - May 2014
Job Sales Manager at Bloomingdale's
Industry Retail
Experience
Bloomingdale's January 2015 - Present
Wells Fargo August 2006 - May 2014
Bargain Network Inc. June 2002 - July 2006
Skills
Banking, Mortgage Lending, Loan Origination, Small Business Lending, Loans, Mortgage Banking, Commercial Lending, Credit, Consumer Lending, Retail Banking, Credit Analysis, Sales, Customer Service, Refinance, Portfolio Management, Risk Management, Relationship Management, Cross Selling, Sales Management, Operations Management, Customer Retention, Customer Experience, Coaching, Event Planning
Education
University of California, Santa Barbara 2002 — 2006
Bachelor's degree
Laguna Creek High School 1999 — 2002
Diploma
Bloomingdale's January 2015 - Present
Wells Fargo August 2006 - May 2014
Bargain Network Inc. June 2002 - July 2006
Skills
Banking, Mortgage Lending, Loan Origination, Small Business Lending, Loans, Mortgage Banking, Commercial Lending, Credit, Consumer Lending, Retail Banking, Credit Analysis, Sales, Customer Service, Refinance, Portfolio Management, Risk Management, Relationship Management, Cross Selling, Sales Management, Operations Management, Customer Retention, Customer Experience, Coaching, Event Planning
Education
University of California, Santa Barbara 2002 — 2006
Bachelor's degree
Laguna Creek High School 1999 — 2002
Diploma
Matthew Boisdore Matthew Boisdore's Wells Fargo Experience 2009 - 2012
Job National Sales Manager (Inside Sales)
Industry Management Consulting
Experience
Penhall Company January 2014 - Present
Penhall Company January 2014 - Present
Emerald Connect, a Broadridge Company January 2012 - January 2014
Wilshire Quinn Income Fund January 2012 - January 2013
BNI 2011 - 2012
Wells Fargo 2009 - 2012
Skills
Marketing, Project Management, Project Estimation, Sales Force Development, Sales Management, Marketing Strategy, Sales, Loans, Social Networking, Equities, Social Media, Mortgage Lending, Financial Services, Microsoft Excel, CRM Integration, CRM Databases, Business Development, Alternative Investments, Mutual Funds, Hedge Funds, Email Marketing
Education
University of California, Santa Barbara 2006 — 2010
Bachelor's degree, Political Science and Government
Penhall Company January 2014 - Present
Penhall Company January 2014 - Present
Emerald Connect, a Broadridge Company January 2012 - January 2014
Wilshire Quinn Income Fund January 2012 - January 2013
BNI 2011 - 2012
Wells Fargo 2009 - 2012
Skills
Marketing, Project Management, Project Estimation, Sales Force Development, Sales Management, Marketing Strategy, Sales, Loans, Social Networking, Equities, Social Media, Mortgage Lending, Financial Services, Microsoft Excel, CRM Integration, CRM Databases, Business Development, Alternative Investments, Mutual Funds, Hedge Funds, Email Marketing
Education
University of California, Santa Barbara 2006 — 2010
Bachelor's degree, Political Science and Government
Dylan Poole Dylan Poole's Wells Fargo Experience April 2015 - Present
Job Wealth Management Intern at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2015 - Present
LA Models June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Research, Social Media, Accounting
Education
University of Southern California 2015 — 2017
Bachelor of Business Administration (B.B.A.), Finance
University of California, Santa Barbara 2013 — 2014
Economics
Palos Verdes High School 2009 — 2013
Wells Fargo April 2015 - Present
LA Models June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Research, Social Media, Accounting
Education
University of Southern California 2015 — 2017
Bachelor of Business Administration (B.B.A.), Finance
University of California, Santa Barbara 2013 — 2014
Economics
Palos Verdes High School 2009 — 2013
Mai Amas Mai Amas's Wells Fargo Experience August 2010 - July 2013
Job Marketing Coordinator at Hanz de Fuko, LLC
Industry Events Services
Experience
Hanz de Fuko, LLC October 2015 - Present
Town and Country/Care.com December 2012 - Present
wa August 2005 - Present
Wells Fargo August 2010 - July 2013
Mills Hospital June 2007 - December 2007
Skills
Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Communication, Foreign Languages, Writing, Social Media, Sales, Team Leadership, Event Planning, Photoshop, Marketing, Microsoft Office
Education
UC Santa Barbara 2012 — 2014
Bachelor of Arts (B.A.), English Language and Literature, General
Hanz de Fuko, LLC October 2015 - Present
Town and Country/Care.com December 2012 - Present
wa August 2005 - Present
Wells Fargo August 2010 - July 2013
Mills Hospital June 2007 - December 2007
Skills
Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Communication, Foreign Languages, Writing, Social Media, Sales, Team Leadership, Event Planning, Photoshop, Marketing, Microsoft Office
Education
UC Santa Barbara 2012 — 2014
Bachelor of Arts (B.A.), English Language and Literature, General
Anthony Gillaizeau, MBA, MSFA's Wells Fargo Experience April 2009 - May 2014
Job Investment Sales | Business Development
Industry Financial Services
Experience
US Banccorp September 2015 - Present
Wells Fargo April 2009 - May 2014
Wireless Capital Partners February 2008 - September 2008
Capital Pacific April 2006 - January 2008
Friedman, Schnaier and Associates March 2004 - December 2005
Sands Bros. April 2003 - March 2004
Skills
Sales, Mortgage Lending, Refinance, Loans, Financial Analysis, Outside Sales, Negotiation, Presentations, Business Development, Stockbroking, Capital Raising, Cold Calling, Business Process..., Microsoft Office, Commercial Real Estate, Entrepreneurship, Bloomberg Terminal, Creative Problem Solving, Finance, Credit, Real Estate Financing
Education
University of San Francisco 2013 — 2015
Master of Business Administration (MBA)
University of San Francisco 2011 — 2015
Master of Science (MS), Financial Analysis
University of California, Santa Barbara 1997 — 2002
Bachelor's degree, Global and International Studies With Emphasis in Socio-Economics and Politics
US Banccorp September 2015 - Present
Wells Fargo April 2009 - May 2014
Wireless Capital Partners February 2008 - September 2008
Capital Pacific April 2006 - January 2008
Friedman, Schnaier and Associates March 2004 - December 2005
Sands Bros. April 2003 - March 2004
Skills
Sales, Mortgage Lending, Refinance, Loans, Financial Analysis, Outside Sales, Negotiation, Presentations, Business Development, Stockbroking, Capital Raising, Cold Calling, Business Process..., Microsoft Office, Commercial Real Estate, Entrepreneurship, Bloomberg Terminal, Creative Problem Solving, Finance, Credit, Real Estate Financing
Education
University of San Francisco 2013 — 2015
Master of Business Administration (MBA)
University of San Francisco 2011 — 2015
Master of Science (MS), Financial Analysis
University of California, Santa Barbara 1997 — 2002
Bachelor's degree, Global and International Studies With Emphasis in Socio-Economics and Politics
Richard J. Coates Richard J. Coates's Wells Fargo Experience July 2008 - June 2010
Job Territory Account Manager at Amazon Web Services
Industry Information Technology and Services
Experience
Amazon Web Services June 2015 - Present
Riverbed Technology May 2013 - May 2015
Bluewolf September 2010 - May 2013
Wells Fargo July 2008 - June 2010
San Franola, Inc. 2009 - 2010
BMW June 2004 - August 2006
Education
University of California, Santa Barbara 2006 — 2010
B.A., Business Economics
Amazon Web Services June 2015 - Present
Riverbed Technology May 2013 - May 2015
Bluewolf September 2010 - May 2013
Wells Fargo July 2008 - June 2010
San Franola, Inc. 2009 - 2010
BMW June 2004 - August 2006
Education
University of California, Santa Barbara 2006 — 2010
B.A., Business Economics
Eduardo Neal's Wells Fargo Experience January 2010 - January 2011
Job PMP, CSM
Industry Financial Services
Experience
Bank of the West March 2015 - Present
Carlisle & Gallagher Consulting Group April 2013 - February 2015
JPMorgan Chase & Co. April 2013 - December 2014
Bank of the West April 2011 - August 2012
Wells Fargo January 2010 - January 2011
Deloitte January 2009 - September 2009
PENSCO Trust Company May 2008 - December 2008
First Republic Bank April 2002 - August 2007
MJK Clearing Inc October 2001 - April 2002
Wells Fargo Investments October 1999 - October 2001
Skills
Process Improvement, Integration, PMP, Financial Services, Series 7, Risk Management, SDLC, CRM, Mergers & Acquisitions, Training, Leadership, Testing, Banking, Management, Software Documentation, Vendor Management, Finance, Scrum, Access Database, Investments, Data Analysis, Equities, Change Management
Education
University of California, Santa Cruz 2005 — 2007
San Francisco State University
Bank of the West March 2015 - Present
Carlisle & Gallagher Consulting Group April 2013 - February 2015
JPMorgan Chase & Co. April 2013 - December 2014
Bank of the West April 2011 - August 2012
Wells Fargo January 2010 - January 2011
Deloitte January 2009 - September 2009
PENSCO Trust Company May 2008 - December 2008
First Republic Bank April 2002 - August 2007
MJK Clearing Inc October 2001 - April 2002
Wells Fargo Investments October 1999 - October 2001
Skills
Process Improvement, Integration, PMP, Financial Services, Series 7, Risk Management, SDLC, CRM, Mergers & Acquisitions, Training, Leadership, Testing, Banking, Management, Software Documentation, Vendor Management, Finance, Scrum, Access Database, Investments, Data Analysis, Equities, Change Management
Education
University of California, Santa Cruz 2005 — 2007
San Francisco State University
Michael Izakov's Wells Fargo Experience Vice President, Banking Center ManagerBank of AmericaAugust 2011 - October 2014
Job Business Sales Consultant
Industry Banking
Experience
Wells Fargo Vice President, Banking Center ManagerBank of AmericaAugust 2011 - October 2014
Bank of America May 2010 - August 2011
Bank of America June 2009 - May 2010
Bank of America July 2008 - July 2009
Skills
Branch Management, Deposits, Mortgage Lending, Small Business Lending, Lines Of Credit, Loan Origination, Retail Banking, Cross Selling, Relationship Management, Consumer Lending, Sales Management, Operational Risk, Banking Relationships, Customer Experience, Treasury Services, Internet Banking, Loans, Banking, Fraud Investigations, Credit, Sales
Education
University of California, Santa Barbara 2005 — 2009
B.S., Financial Mathematics and Statistics
California High School
Wells Fargo Vice President, Banking Center ManagerBank of AmericaAugust 2011 - October 2014
Bank of America May 2010 - August 2011
Bank of America June 2009 - May 2010
Bank of America July 2008 - July 2009
Skills
Branch Management, Deposits, Mortgage Lending, Small Business Lending, Lines Of Credit, Loan Origination, Retail Banking, Cross Selling, Relationship Management, Consumer Lending, Sales Management, Operational Risk, Banking Relationships, Customer Experience, Treasury Services, Internet Banking, Loans, Banking, Fraud Investigations, Credit, Sales
Education
University of California, Santa Barbara 2005 — 2009
B.S., Financial Mathematics and Statistics
California High School
Sara Corral Sara Corral's Wells Fargo Experience December 2014 - Present
Job Treasury Management Sales Analyst Wells Fargo
Industry Banking
Experience
Wells Fargo December 2014 - Present
Wells Fargo November 2012 - December 2014
Wells Fargo January 2011 - November 2012
UCSB Recreational Sports May 2004 - September 2006
Skills
Banking, Commercial Banking, Credit, Loans, Retail Banking, Relationship Management, Commercial Lending, Cross Selling, Risk Management, Financial Risk, Customer Service, Financial Services, Coaching, Management, Sales, Leadership
Education
University of California, Santa Barbara 2002 — 2006
Bachelor of Arts (B.A.), Art History and Religious Studies
Wells Fargo December 2014 - Present
Wells Fargo November 2012 - December 2014
Wells Fargo January 2011 - November 2012
UCSB Recreational Sports May 2004 - September 2006
Skills
Banking, Commercial Banking, Credit, Loans, Retail Banking, Relationship Management, Commercial Lending, Cross Selling, Risk Management, Financial Risk, Customer Service, Financial Services, Coaching, Management, Sales, Leadership
Education
University of California, Santa Barbara 2002 — 2006
Bachelor of Arts (B.A.), Art History and Religious Studies
Laura Krawec Laura Krawec's Wells Fargo Experience January 2005 - October 2005
Job Programs & Project Manager, Wells Fargo Virtual Channels
Industry Financial Services
Experience
Wells Fargo Bank October 2005 - April 2015
Wells Fargo January 2005 - October 2005
Wells Fargo Bank August 2003 - January 2005
Allegis Corporation November 1999 - February 2003
Allegis Corporation (not Allegis Group) January 1999 - November 1999
Allegis Corporation September 1997 - January 1999
Global Village Communications 1995 - 1996
Skills
Brand Identity &..., Marketing Communications, Brand Management, Project Management, Webmaster Services, Vendor Management, Integrated Marketing, Relationship Management, Lead Generation, Direct Marketing, Product Marketing, Corporate Branding, Brand Awareness, Marketing, Strategic Partnerships, Strategy, Advertising, Leadership, Cross-functional Team..., Management, Customer Insight, Enterprise Software, Budgets, Direct Mail, Competitive Analysis, Email Marketing, CRM, Multi-channel Marketing, Customer Acquisition, Analytics, Marketing Management, Program Management, Social Media, Marketing Strategy
Education
University of California, Santa Barbara 1987 — 1991
BA, Psychology
Wells Fargo Bank October 2005 - April 2015
Wells Fargo January 2005 - October 2005
Wells Fargo Bank August 2003 - January 2005
Allegis Corporation November 1999 - February 2003
Allegis Corporation (not Allegis Group) January 1999 - November 1999
Allegis Corporation September 1997 - January 1999
Global Village Communications 1995 - 1996
Skills
Brand Identity &..., Marketing Communications, Brand Management, Project Management, Webmaster Services, Vendor Management, Integrated Marketing, Relationship Management, Lead Generation, Direct Marketing, Product Marketing, Corporate Branding, Brand Awareness, Marketing, Strategic Partnerships, Strategy, Advertising, Leadership, Cross-functional Team..., Management, Customer Insight, Enterprise Software, Budgets, Direct Mail, Competitive Analysis, Email Marketing, CRM, Multi-channel Marketing, Customer Acquisition, Analytics, Marketing Management, Program Management, Social Media, Marketing Strategy
Education
University of California, Santa Barbara 1987 — 1991
BA, Psychology
Johnny Singh Johnny Singh's Wells Fargo Experience June 2011 - February 2012
Job Registered Representative at Ameriflex Financial
Industry Financial Services
Experience
Ameriflex Financial June 2014 - Present
Silicon Valley Bank September 2013 - March 2014
Montecito Bank & Trust October 2012 - January 2013
Santa Barbara Bank and Trust February 2012 - June 2012
Wells Fargo June 2011 - February 2012
Skills
Social Networking, Microsoft Excel, PowerPoint, Event Planning, Leadership, Social Media, Public Speaking, Customer Service, Loans, Microsoft Office
Education
University of California, Santa Barbara
Ameriflex Financial June 2014 - Present
Silicon Valley Bank September 2013 - March 2014
Montecito Bank & Trust October 2012 - January 2013
Santa Barbara Bank and Trust February 2012 - June 2012
Wells Fargo June 2011 - February 2012
Skills
Social Networking, Microsoft Excel, PowerPoint, Event Planning, Leadership, Social Media, Public Speaking, Customer Service, Loans, Microsoft Office
Education
University of California, Santa Barbara
Michael Perlmutter, CFA Michael Perlmutter, CFA's Wells Fargo Experience August 2006 - January 2008
Job Internet Marketing | SEO | PPC | Social Media | Website Development | App | Custom CRM Systems | Staffing and Recruiting
Industry Staffing and Recruiting
Experience
Yes Crew August 2014 - Present
Yes Crew August 2014 - Present
Massage In LA February 2012 - August 2014
Wells Fargo Private Bank August 2006 - February 2012
Wells Fargo August 2006 - January 2008
Skills
Investments, Marketing, CRM, Start-ups, Business Development, SEO, Social Media Marketing, Client Development, WordPress, Website Development, Mobile Applications, Analysis, Programming, MySQL
Education
CFA (Chartered Financial Analyst) 2007 — 2010
CFA (Chartered Financial Analyst), Investments, Portfolio Management, Financial Statement Analysis, Economics, Alternative Investments
The Financial Industry Regulatory Authority (FINRA) 2007 — 2007
Series 7 & 66, Finance
University of California, Santa Barbara 2001 — 2005
Business Economics with emphasis in accounting, Business/Economics
Beverly Hills High School 1997 — 2001
Yes Crew August 2014 - Present
Yes Crew August 2014 - Present
Massage In LA February 2012 - August 2014
Wells Fargo Private Bank August 2006 - February 2012
Wells Fargo August 2006 - January 2008
Skills
Investments, Marketing, CRM, Start-ups, Business Development, SEO, Social Media Marketing, Client Development, WordPress, Website Development, Mobile Applications, Analysis, Programming, MySQL
Education
CFA (Chartered Financial Analyst) 2007 — 2010
CFA (Chartered Financial Analyst), Investments, Portfolio Management, Financial Statement Analysis, Economics, Alternative Investments
The Financial Industry Regulatory Authority (FINRA) 2007 — 2007
Series 7 & 66, Finance
University of California, Santa Barbara 2001 — 2005
Business Economics with emphasis in accounting, Business/Economics
Beverly Hills High School 1997 — 2001
Lester Sebastian: MBA's Wells Fargo Experience 2004 - 2007
Job Merchant Services Senior Consultant I help companies minimize the pains associated with accepting credit cards.
Industry Financial Services
Experience
PayPros Payment Solutions July 2013 - Present
First Data Corporation January 2008 - May 2013
Wells Fargo 2004 - 2007
Skills
Relationship Management, Credit Cards, Banking, Credit, Merchant Services, Payments, Financial Services, Payment Card Processing, Electronic Payments, Portfolio Management, Debit Cards, Retail Banking, Loans, Risk Management, Credit Risk
Education
University of San Diego 2000 — 2002
Master of Business Administration (M.B.A.), Finance and Supply Chain Management
University of California, Santa Barbara
Business Economics
PayPros Payment Solutions July 2013 - Present
First Data Corporation January 2008 - May 2013
Wells Fargo 2004 - 2007
Skills
Relationship Management, Credit Cards, Banking, Credit, Merchant Services, Payments, Financial Services, Payment Card Processing, Electronic Payments, Portfolio Management, Debit Cards, Retail Banking, Loans, Risk Management, Credit Risk
Education
University of San Diego 2000 — 2002
Master of Business Administration (M.B.A.), Finance and Supply Chain Management
University of California, Santa Barbara
Business Economics
Jill Prochison Jill Prochison's Wells Fargo Experience November 2001 - July 2005
Job Administrative Assistant
Industry Financial Services
Experience
Self-employed December 2013 - Present
Wells Fargo November 2001 - July 2005
Skills
Short Sales, Sellers, First Time Home Buyers, REO, Foreclosures, Buyer Representation, Listings, Real Estate, Single Family Homes, Investment Properties, Condos, New Home Sales, Investors, Residential Homes
Education
University of California, Santa Barbara 1998 — 2000
Project Management
Self-employed December 2013 - Present
Wells Fargo November 2001 - July 2005
Skills
Short Sales, Sellers, First Time Home Buyers, REO, Foreclosures, Buyer Representation, Listings, Real Estate, Single Family Homes, Investment Properties, Condos, New Home Sales, Investors, Residential Homes
Education
University of California, Santa Barbara 1998 — 2000
Project Management
Elizabeth Usedom Elizabeth Usedom's Wells Fargo Experience October 2011 - July 2012
Job MS, Medical Student at Drexel University College of Medicine
Industry Medical Practice
Experience
Varsity Tutors May 2014 - October 2014
Huntington Learning Center May 2014 - July 2014
Drexel University College of Medicine August 2013 - May 2014
Drexel University College of Medicine July 2013 - March 2014
Wells Fargo October 2011 - July 2012
Café Luck August 2008 - September 2011
St. John's Regional Medical Center August 2008 - August 2009
Skills
Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, Cell Biology, Customer Service, Research, PowerPoint, Public Speaking, Event Planning, Immunology, Physiology, Teaching
Education
Drexel University College of Medicine 2014 — 2018
Doctor of Medicine (M.D.)
Drexel University College of Medicine 2012 — 2014
Master of Science (M.S.), Medical Science
University of California, Santa Barbara 2006 — 2010
Bachelor of Science (B.S.), Cell/Cellular and Molecular Biology
Varsity Tutors May 2014 - October 2014
Huntington Learning Center May 2014 - July 2014
Drexel University College of Medicine August 2013 - May 2014
Drexel University College of Medicine July 2013 - March 2014
Wells Fargo October 2011 - July 2012
Café Luck August 2008 - September 2011
St. John's Regional Medical Center August 2008 - August 2009
Skills
Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, Cell Biology, Customer Service, Research, PowerPoint, Public Speaking, Event Planning, Immunology, Physiology, Teaching
Education
Drexel University College of Medicine 2014 — 2018
Doctor of Medicine (M.D.)
Drexel University College of Medicine 2012 — 2014
Master of Science (M.S.), Medical Science
University of California, Santa Barbara 2006 — 2010
Bachelor of Science (B.S.), Cell/Cellular and Molecular Biology
Jesse Albani Jesse Albani's Wells Fargo Experience August 2013 - January 2014
Job Associate at Orrick, Herrington & Sutcliffe LLP
Industry Law Practice
Experience
Orrick, Herrington & Sutcliffe LLP December 2014 - Present
Law Offices of Anthony Patel January 2014 - December 2014
Wells Fargo August 2013 - January 2014
SysIQ, Inc. January 2012 - June 2013
Pacific Gas and Electric Company August 2012 - November 2012
Tagged May 2012 - August 2012
Santa Barbara District Attorney's Office July 2008 - August 2009
Skills
Legal Research, Corporate Governance, Legal Writing, Westlaw, Corporate Law, Intellectual Property, Due Diligence, Civil Litigation
Education
University of San Francisco School of Law 2010 — 2013
Juris Doctorate, Law
University of California, Santa Barbara
BA, Political Science
Orrick, Herrington & Sutcliffe LLP December 2014 - Present
Law Offices of Anthony Patel January 2014 - December 2014
Wells Fargo August 2013 - January 2014
SysIQ, Inc. January 2012 - June 2013
Pacific Gas and Electric Company August 2012 - November 2012
Tagged May 2012 - August 2012
Santa Barbara District Attorney's Office July 2008 - August 2009
Skills
Legal Research, Corporate Governance, Legal Writing, Westlaw, Corporate Law, Intellectual Property, Due Diligence, Civil Litigation
Education
University of San Francisco School of Law 2010 — 2013
Juris Doctorate, Law
University of California, Santa Barbara
BA, Political Science
Bobby Boyes Bobby Boyes's Wells Fargo Experience August 2004 - August 2005
Job Client Relationship Officer at The Bank of Santa Barbara
Industry Banking
Experience
The Bank of Santa Barbara August 2005 - Present
Wells Fargo August 2004 - August 2005
Skills
Credit Analysis, Loans, Commercial Lending, Credit, Mortgage Lending, Loan Origination, Underwriting, Financial Reporting, Cross Selling, Investments
Education
UCSB/UCLA EXTENSION 2007 — 2011
FINANCIAL PLANNING CERTIFICATE, Financial Planning and Services
UCSB 1994 — 1996
Bachelor of Science (BS), English Language and Literature, General
The Bank of Santa Barbara August 2005 - Present
Wells Fargo August 2004 - August 2005
Skills
Credit Analysis, Loans, Commercial Lending, Credit, Mortgage Lending, Loan Origination, Underwriting, Financial Reporting, Cross Selling, Investments
Education
UCSB/UCLA EXTENSION 2007 — 2011
FINANCIAL PLANNING CERTIFICATE, Financial Planning and Services
UCSB 1994 — 1996
Bachelor of Science (BS), English Language and Literature, General
Kourosh Azin's Wells Fargo Experience December 2010 - September 2011
Job Sales Executive at Architectural Design & Signs
Industry Architecture & Planning
Experience
Architectural Design & Signs January 2015 - Present
English Language Center June 2014 - July 2014
UCSB Recreation Center September 2012 - June 2014
Napses June 2012 - June 2014
Persian Student Group June 2012 - June 2013
Wells Fargo December 2010 - September 2011
Skills
Financial Analysis, Financial Statement..., Loans, Accounting, Strategic Financial..., Financial Modeling, Banking, Sales, Public Speaking, Start-ups, Customer Service, Management, Data Analysis, Entrepreneurship, Business Development, Microsoft Word, Social Networking, Microsoft Office, PowerPoint, Microsoft Excel
Education
University of California, Santa Barbara 2011 — 2014
Bachelor's Degree, Economics, 3.28
Architectural Design & Signs January 2015 - Present
English Language Center June 2014 - July 2014
UCSB Recreation Center September 2012 - June 2014
Napses June 2012 - June 2014
Persian Student Group June 2012 - June 2013
Wells Fargo December 2010 - September 2011
Skills
Financial Analysis, Financial Statement..., Loans, Accounting, Strategic Financial..., Financial Modeling, Banking, Sales, Public Speaking, Start-ups, Customer Service, Management, Data Analysis, Entrepreneurship, Business Development, Microsoft Word, Social Networking, Microsoft Office, PowerPoint, Microsoft Excel
Education
University of California, Santa Barbara 2011 — 2014
Bachelor's Degree, Economics, 3.28
Rich Sorenson Rich Sorenson's Wells Fargo Experience Regional Bank Private BankerWells FargoJune 2015 - Present
Job Regional Bank Private Banker
Industry Financial Services
Experience
Wells Fargo Regional Bank Private BankerWells FargoJune 2015 - Present
Skills
Sales, Client Relations Skills, Customer Service, Negotiation, Mathematics
Education
University of California, Santa Barbara 1999 — 2004
Bachelor of Arts (B.A.), Physics, 3.08
University of California, Santa Barbara
B.A Physics
Wells Fargo Regional Bank Private BankerWells FargoJune 2015 - Present
Skills
Sales, Client Relations Skills, Customer Service, Negotiation, Mathematics
Education
University of California, Santa Barbara 1999 — 2004
Bachelor of Arts (B.A.), Physics, 3.08
University of California, Santa Barbara
B.A Physics
Carol Hoang Carol Hoang's Wells Fargo Experience May 2012 - January 2014
Job Small Business Specialist at U.S. Bank
Industry Financial Services
Experience
U.S. Bank February 2014 - Present
Wells Fargo May 2012 - January 2014
Education
University of California, Santa Barbara 2007 — 2011
Bachelor Of Arts, Political Science
U.S. Bank February 2014 - Present
Wells Fargo May 2012 - January 2014
Education
University of California, Santa Barbara 2007 — 2011
Bachelor Of Arts, Political Science
Orit Gadish Orit Gadish's Wells Fargo Experience 2006 - Present
Job President, Los Angeles REO Brokers
Industry Real Estate
Experience
FDIC 2011 - Present
Bank of America 2010 - Present
JPMorgan Chase 2009 - Present
Citi 2008 - Present
OneWest Bank 2007 - Present
Los Angeles REO Brokers March 2006 - Present
Wells Fargo 2006 - Present
Countrywide Financial 2000 - 2005
Capita Technologies November 1998 - January 2001
Hitech 1996 - 1997
Skills
Real Estate, REO, Property, Selling, Luxury
Education
University of California, Santa Barbara
FDIC 2011 - Present
Bank of America 2010 - Present
JPMorgan Chase 2009 - Present
Citi 2008 - Present
OneWest Bank 2007 - Present
Los Angeles REO Brokers March 2006 - Present
Wells Fargo 2006 - Present
Countrywide Financial 2000 - 2005
Capita Technologies November 1998 - January 2001
Hitech 1996 - 1997
Skills
Real Estate, REO, Property, Selling, Luxury
Education
University of California, Santa Barbara
Jair Lopez Jair Lopez's Wells Fargo Experience February 2011 - November 2013
Job Account Manager at Conversant, Inc.
Industry Marketing and Advertising
Experience
Conversant, Inc. November 2013 - Present
Wells Fargo February 2011 - November 2013
Macy's February 2010 - March 2011
Sears Holdings Corporation October 2008 - February 2010
United Way of America June 2009 - August 2009
Skills
Online Advertising, Advertising, Marketing, Account Management, Strategic Planning, Customer Service, Marketing Strategy, PowerPoint, Microsoft Excel, Outlook, Marketing Communications, Microsoft Office, Sales, Digital Media
Education
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Conversant, Inc. November 2013 - Present
Wells Fargo February 2011 - November 2013
Macy's February 2010 - March 2011
Sears Holdings Corporation October 2008 - February 2010
United Way of America June 2009 - August 2009
Skills
Online Advertising, Advertising, Marketing, Account Management, Strategic Planning, Customer Service, Marketing Strategy, PowerPoint, Microsoft Excel, Outlook, Marketing Communications, Microsoft Office, Sales, Digital Media
Education
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Gina Lenson's Wells Fargo Experience August 1997 - September 2000
Job Executive Sales Account Manager at MobileFrame
Industry Information Technology and Services
Experience
MobileFrame January 2015 - Present
Veripic January 2014 - October 2014
Cyrun June 2012 - May 2013
eTrigue Corp. January 2010 - October 2010
Pacific Inland Home Mortgage, Soquel, CA June 2004 - June 2010
Apple Inc. April 2008 - July 2008
World Mortgage, Co. November 2001 - June 2004
EngineX Networks September 2000 - May 2001
Wells Fargo August 1997 - September 2000
Skills
SDLC, Marketing, Competitive Analysis, Enterprise Software, Salesforce.com, MS Project, SaaS, Email Marketing, Telecommunications, Budgets, Software Documentation, Lead Generation, Training, Sales Process, Account Management, Business Development, Cloud Computing, Management, Sales, Solution Selling
Education
University of California, Santa Barbara 1991 — 1996
Law & Society
Harbor High
MobileFrame January 2015 - Present
Veripic January 2014 - October 2014
Cyrun June 2012 - May 2013
eTrigue Corp. January 2010 - October 2010
Pacific Inland Home Mortgage, Soquel, CA June 2004 - June 2010
Apple Inc. April 2008 - July 2008
World Mortgage, Co. November 2001 - June 2004
EngineX Networks September 2000 - May 2001
Wells Fargo August 1997 - September 2000
Skills
SDLC, Marketing, Competitive Analysis, Enterprise Software, Salesforce.com, MS Project, SaaS, Email Marketing, Telecommunications, Budgets, Software Documentation, Lead Generation, Training, Sales Process, Account Management, Business Development, Cloud Computing, Management, Sales, Solution Selling
Education
University of California, Santa Barbara 1991 — 1996
Law & Society
Harbor High
Devon Blaford Devon Blaford's Wells Fargo Experience June 2000 - June 2001
Job Owner of Peninsula Paws
Industry Individual & Family Services
Experience
Peninsula Paws December 2009 - Present
Various Private Households October 2008 - December 2009
Private Household August 2008 - September 2008
Stillheart July 2005 - September 2008
Stillheart March 2005 - July 2005
Electronic Arts May 2004 - March 2005
Electronic Arts June 2002 - May 2004
Best Buy October 2001 - April 2002
Various Independent Film and Video Production Houses July 2001 - April 2002
Wells Fargo June 2000 - June 2001
Skills
Administrative..., Mac, Microsoft Office, Photoshop, Social Media, Final Cut Pro, Adobe Creative Suite, Marketing, Event Planning, Event Management, Customer Service, Press Releases, Management
Education
University of California, Santa Cruz 1997 — 2001
Film & Digital Media, Film Theory and Production
Woodside High School 1993 — 1997
High School Diploma
Peninsula Paws December 2009 - Present
Various Private Households October 2008 - December 2009
Private Household August 2008 - September 2008
Stillheart July 2005 - September 2008
Stillheart March 2005 - July 2005
Electronic Arts May 2004 - March 2005
Electronic Arts June 2002 - May 2004
Best Buy October 2001 - April 2002
Various Independent Film and Video Production Houses July 2001 - April 2002
Wells Fargo June 2000 - June 2001
Skills
Administrative..., Mac, Microsoft Office, Photoshop, Social Media, Final Cut Pro, Adobe Creative Suite, Marketing, Event Planning, Event Management, Customer Service, Press Releases, Management
Education
University of California, Santa Cruz 1997 — 2001
Film & Digital Media, Film Theory and Production
Woodside High School 1993 — 1997
High School Diploma
Jenny (Mok) Jones Jenny (Mok) Jones's Wells Fargo Experience April 2007 - July 2010
Job Marketing Program Manager at eBay Inc
Industry Marketing and Advertising
Experience
eBay Inc January 2014 - Present
eBay Inc April 2012 - January 2014
eBay Inc February 2011 - April 2012
Wells Fargo April 2007 - July 2010
Wells Fargo August 2006 - August 2007
Wells Fargo April 2005 - August 2006
Skills
Marketing, E-commerce, Integrated Marketing, Management, Analytics, Strategy, Online Marketing, Marketing Strategy, Digital Marketing, Leadership, CRM
Education
University of California, Santa Barbara 2002 — 2004
Bachelor of Science, Sociology
University of California, Santa Barbara
eBay Inc January 2014 - Present
eBay Inc April 2012 - January 2014
eBay Inc February 2011 - April 2012
Wells Fargo April 2007 - July 2010
Wells Fargo August 2006 - August 2007
Wells Fargo April 2005 - August 2006
Skills
Marketing, E-commerce, Integrated Marketing, Management, Analytics, Strategy, Online Marketing, Marketing Strategy, Digital Marketing, Leadership, CRM
Education
University of California, Santa Barbara 2002 — 2004
Bachelor of Science, Sociology
University of California, Santa Barbara
Jackie Pierce's Wells Fargo Experience January 2011 - July 2012
Job Senior Marketing Consultant
Industry Marketing and Advertising
Experience
Charles Schwab October 2012 - February 2015
Wells Fargo January 2011 - July 2012
Charles Schwab December 2007 - November 2010
LeapFrog 2005 - 2007
Ventaso 2003 - 2004
Cable & Wireless / Exodus 2001 - 2003
Ariba 2001 - 2001
Buzzsaw.com 1999 - 2000
Autodesk 1996 - 1999
Compaq Computer Corporation 1996 - 1996
Skills
Integrated Marketing, Product Marketing, Direct Marketing, Digital Marketing, Analytics, Email Marketing, Marketing Management, Online Marketing, Marketing Strategy, Marketing Communications, Segmentation, Lead Generation, Product Launch, Advertising, Brand Management, Multi-channel Marketing, Online Advertising
Education
University of California, Santa Barbara
Bachelor of Arts
Charles Schwab October 2012 - February 2015
Wells Fargo January 2011 - July 2012
Charles Schwab December 2007 - November 2010
LeapFrog 2005 - 2007
Ventaso 2003 - 2004
Cable & Wireless / Exodus 2001 - 2003
Ariba 2001 - 2001
Buzzsaw.com 1999 - 2000
Autodesk 1996 - 1999
Compaq Computer Corporation 1996 - 1996
Skills
Integrated Marketing, Product Marketing, Direct Marketing, Digital Marketing, Analytics, Email Marketing, Marketing Management, Online Marketing, Marketing Strategy, Marketing Communications, Segmentation, Lead Generation, Product Launch, Advertising, Brand Management, Multi-channel Marketing, Online Advertising
Education
University of California, Santa Barbara
Bachelor of Arts
Jaime Ramos's Wells Fargo Experience 1999 - 1999
Job SVP Home Loans Pricing & Fees at Bank of America
Industry Banking
Experience
Bank of America August 2010 - Present
Bank of America September 2006 - August 2010
Countrywide September 2004 - September 2006
Countrywide June 2003 - September 2004
Barclays Global Investors 2000 - 2000
Wells Fargo 1999 - 1999
Farmers Insurance Group June 1996 - September 1998
Skills
Statistics, Analytics, Statistical Modeling, VBA, Credit Risk, Risk Management, Valuation, SAS, Portfolio Management, Analysis, Derivatives, Financial Analysis, Credit Analysis, Corporate Finance, Credit, Banking, Financial Modeling, Financial Risk, Multicultural..., Public Speaking, Segmentation, Equities, Self-directed Learning, Organizational..., Quantitative Finance, Business Ethics
Education
University of Southern California - Marshall School of Business
MBA, Finance &Marketing, 3.67
University of California, Santa Barbara
MA, Statistics, 4.0
University of California, Santa Barbara
BS/BA, Statistics/Economics, 3.92
Bank of America August 2010 - Present
Bank of America September 2006 - August 2010
Countrywide September 2004 - September 2006
Countrywide June 2003 - September 2004
Barclays Global Investors 2000 - 2000
Wells Fargo 1999 - 1999
Farmers Insurance Group June 1996 - September 1998
Skills
Statistics, Analytics, Statistical Modeling, VBA, Credit Risk, Risk Management, Valuation, SAS, Portfolio Management, Analysis, Derivatives, Financial Analysis, Credit Analysis, Corporate Finance, Credit, Banking, Financial Modeling, Financial Risk, Multicultural..., Public Speaking, Segmentation, Equities, Self-directed Learning, Organizational..., Quantitative Finance, Business Ethics
Education
University of Southern California - Marshall School of Business
MBA, Finance &Marketing, 3.67
University of California, Santa Barbara
MA, Statistics, 4.0
University of California, Santa Barbara
BS/BA, Statistics/Economics, 3.92
Todd Toffoli's Wells Fargo Experience November 2012 - April 2013
Job Vice President of Financial Planning and Analysis at Bank of the West
Industry Financial Services
Experience
Bank of the West February 2015 - Present
Bank of the West May 2013 - Present
Wells Fargo November 2012 - April 2013
Wells Fargo January 2009 - December 2012
Wachovia Bank October 2006 - December 2008
World Savings March 2005 - October 2006
PeopleSoft, Inc. January 2003 - March 2005
Skills
SAS, SQL, Data Analysis, Business Analysis, Business Intelligence, Analytics, Financial Risk, Credit Risk, VBA, Microsoft Excel, Microsoft Office, Project Management, Risk Management, Forecasting, Financial Analysis, Banking, Leadership, Finance, Analysis, Management, Financial Modeling, Portfolio Management
Education
University of California, Santa Barbara 1998 — 2002
BA, Economics-Mathematics
Bank of the West February 2015 - Present
Bank of the West May 2013 - Present
Wells Fargo November 2012 - April 2013
Wells Fargo January 2009 - December 2012
Wachovia Bank October 2006 - December 2008
World Savings March 2005 - October 2006
PeopleSoft, Inc. January 2003 - March 2005
Skills
SAS, SQL, Data Analysis, Business Analysis, Business Intelligence, Analytics, Financial Risk, Credit Risk, VBA, Microsoft Excel, Microsoft Office, Project Management, Risk Management, Forecasting, Financial Analysis, Banking, Leadership, Finance, Analysis, Management, Financial Modeling, Portfolio Management
Education
University of California, Santa Barbara 1998 — 2002
BA, Economics-Mathematics
Paul Santiago's Wells Fargo Experience August 2009 - February 2010
Job Loan Resolution Specialist at PennyMac Loan Services, LLC
Industry Financial Services
Experience
PennyMac Loan Services, LLC June 2014 - Present
Bank of America October 2010 - June 2014
Bank of America February 2010 - October 2010
Wells Fargo August 2009 - February 2010
Wells Fargo June 2008 - October 2009
Bargain Network, Inc. July 2007 - May 2008
Meridian Pacific, Inc. June 2006 - June 2007
Skills
Sales
Education
University of California, Santa Barbara 2004 — 2006
Bachelor of Arts (B.A.), Political Science and Government
PennyMac Loan Services, LLC June 2014 - Present
Bank of America October 2010 - June 2014
Bank of America February 2010 - October 2010
Wells Fargo August 2009 - February 2010
Wells Fargo June 2008 - October 2009
Bargain Network, Inc. July 2007 - May 2008
Meridian Pacific, Inc. June 2006 - June 2007
Skills
Sales
Education
University of California, Santa Barbara 2004 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Bill Finley's Wells Fargo Experience April 2000 - September 2014
Job Systems Architect at Citrix
Industry Financial Services
Experience
Citrix October 2014 - Present
Wells Fargo April 2000 - September 2014
A.G. Edwards & Sons, Inc. 2000 - 2007
Education Abroad Program UCSB June 1992 - March 2000
Skills
Xen, App-V, Microsoft SQL Server, SQL, OOP, ThinApp, VMware Administrator, OO Development, Vendor Management, Software Documentation, Citrix, Data Center, Servers, Windows Server, Group Policy, Network Administration, VMware ESX, Operating Systems, Disaster Recovery, System Administration, Active Directory, SharePoint, VMware, Virtualization, Visio
Education
University of California, Santa Barbara 1984 — 2004
Bachelor's Degree, Anthropology - Cultural
Citrix October 2014 - Present
Wells Fargo April 2000 - September 2014
A.G. Edwards & Sons, Inc. 2000 - 2007
Education Abroad Program UCSB June 1992 - March 2000
Skills
Xen, App-V, Microsoft SQL Server, SQL, OOP, ThinApp, VMware Administrator, OO Development, Vendor Management, Software Documentation, Citrix, Data Center, Servers, Windows Server, Group Policy, Network Administration, VMware ESX, Operating Systems, Disaster Recovery, System Administration, Active Directory, SharePoint, VMware, Virtualization, Visio
Education
University of California, Santa Barbara 1984 — 2004
Bachelor's Degree, Anthropology - Cultural
Kalee Chrissanthos's Wells Fargo Experience 2012 - June 2015
Job Managing Director Loan Sales & Syndications at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2012 - June 2015
Wells Fargo Capital Finance 2005 - 2012
Wells Fargo Capital Finance 2003 - 2005
Skills
Banking, Loans, Investments, Syndications, Credit Analysis, Credit, Portfolio Management, Commercial Banking, Financial Modeling, Commercial Lending, Asset Based Lending, Capital Markets, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Valuation, Due Diligence, Finance, Private Equity, Management, Credit Risk, Risk Management, Financial Structuring, Underwriting, Structured Finance
Education
University of Southern California - Marshall School of Business 1993 — 1995
MBA
University of California, Santa Barbara 1985 — 1990
Bachelor’s Degree
Wells Fargo 2012 - June 2015
Wells Fargo Capital Finance 2005 - 2012
Wells Fargo Capital Finance 2003 - 2005
Skills
Banking, Loans, Investments, Syndications, Credit Analysis, Credit, Portfolio Management, Commercial Banking, Financial Modeling, Commercial Lending, Asset Based Lending, Capital Markets, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Valuation, Due Diligence, Finance, Private Equity, Management, Credit Risk, Risk Management, Financial Structuring, Underwriting, Structured Finance
Education
University of Southern California - Marshall School of Business 1993 — 1995
MBA
University of California, Santa Barbara 1985 — 1990
Bachelor’s Degree
Teresa Talavera-King's Wells Fargo Experience October 2010 - Present
Job Assistant Vice President at Wells Fargo Funding
Industry Financial Services
Experience
Wells Fargo October 2010 - Present
Wells Fargo October 2006 - September 2010
Wells Fargo April 2002 - September 2006
Education
School of Mortgage Banking
Associated Mortgage Professional
University of California, Santa Barbara 1994 — 1998
Bachelor's Degree
Wells Fargo October 2010 - Present
Wells Fargo October 2006 - September 2010
Wells Fargo April 2002 - September 2006
Education
School of Mortgage Banking
Associated Mortgage Professional
University of California, Santa Barbara 1994 — 1998
Bachelor's Degree
Dave Gillimore's Wells Fargo Experience Senior Investment ConsultantTD AmeritradeSeptember 2008 - Present
Job TDAMERITRADE Institutional
Industry Financial Services
Experience
Wells Fargo Senior Investment ConsultantTD AmeritradeSeptember 2008 - Present
Education
University of California, Santa Barbara 1996 — 2001
Wells Fargo Senior Investment ConsultantTD AmeritradeSeptember 2008 - Present
Education
University of California, Santa Barbara 1996 — 2001
Grace Spencer's Wells Fargo Experience December 1991 - November 1999
Job Administrator at HCR ManorCare
Industry Hospital & Health Care
Experience
HCR ManorCare June 2015 - Present
HCR ManorCare April 2014 - May 2015
HCR ManorCare April 2007 - April 2014
HCR ManorCare April 2007 - April 2010
AstraZeneca January 2000 - March 2007
Wells Fargo December 1991 - November 1999
Skills
Sales Management, Project Management, Hospitals, Training, Managed Care, Pharmaceutical Industry, Sales Operations, Contract Negotiation, Medicare, Sales, Healthcare, Clinical Research, Team Building, Medicaid, Strategic Planning, Leadership, Account Management, Process Improvement, Healthcare Management, Management, Marketing Strategy, Long-term Care, Pharmaceutical Sales, Physicians, Physician Relations, Hospital Sales
Education
University of California, Santa Barbara
HCR ManorCare June 2015 - Present
HCR ManorCare April 2014 - May 2015
HCR ManorCare April 2007 - April 2014
HCR ManorCare April 2007 - April 2010
AstraZeneca January 2000 - March 2007
Wells Fargo December 1991 - November 1999
Skills
Sales Management, Project Management, Hospitals, Training, Managed Care, Pharmaceutical Industry, Sales Operations, Contract Negotiation, Medicare, Sales, Healthcare, Clinical Research, Team Building, Medicaid, Strategic Planning, Leadership, Account Management, Process Improvement, Healthcare Management, Management, Marketing Strategy, Long-term Care, Pharmaceutical Sales, Physicians, Physician Relations, Hospital Sales
Education
University of California, Santa Barbara
Frank Mineghino's Wells Fargo Experience Regional Sales Mgr - WFSBA LendingWells Fargo Bank1991 - Present
Job Regional Sales Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo Regional Sales Mgr - WFSBA LendingWells Fargo Bank1991 - Present
Education
University of California, Santa Barbara 1986 — 1991
Wells Fargo Regional Sales Mgr - WFSBA LendingWells Fargo Bank1991 - Present
Education
University of California, Santa Barbara 1986 — 1991
Jon Basinger's Wells Fargo Experience March 1999 - June 1999
Job available for a new opportunity
Industry Computer Software
Experience
Bank of the West March 2014 - March 2014
SafeNet, Inc. April 2010 - August 2013
Aladdin Knowledge Systems August 2008 - April 2010
Secure Computing July 2005 - September 2008
Gap Inc. June 2004 - July 2005
SBC December 2003 - May 2004
Adspace Networks February 2003 - November 2003
Walmart.com July 2001 - November 2002
Netcentives June 1999 - July 2001
Wells Fargo March 1999 - June 1999
Skills
QTP, Fitnesse, Agile Methodologies, Selenium, Test Automation, Test Planning, Software Quality..., Unix, Testing, WinRunner, SDLC, SQL, Java, SaaS, Cloud Computing, Scrum, Linux, XML, Software Development, Perl, Quality Assurance, JUnit
Education
University of California, Santa Barbara
B.A. Philosophy (emphasis in logic and reasoning),
Bank of the West March 2014 - March 2014
SafeNet, Inc. April 2010 - August 2013
Aladdin Knowledge Systems August 2008 - April 2010
Secure Computing July 2005 - September 2008
Gap Inc. June 2004 - July 2005
SBC December 2003 - May 2004
Adspace Networks February 2003 - November 2003
Walmart.com July 2001 - November 2002
Netcentives June 1999 - July 2001
Wells Fargo March 1999 - June 1999
Skills
QTP, Fitnesse, Agile Methodologies, Selenium, Test Automation, Test Planning, Software Quality..., Unix, Testing, WinRunner, SDLC, SQL, Java, SaaS, Cloud Computing, Scrum, Linux, XML, Software Development, Perl, Quality Assurance, JUnit
Education
University of California, Santa Barbara
B.A. Philosophy (emphasis in logic and reasoning),
Jesse Kirkpatrick's Wells Fargo Experience June 2014 - May 2015
Job iOS Product Feedback Analyst
Industry Consumer Electronics
Experience
Apple June 2015 - Present
Wells Fargo June 2014 - May 2015
Wells Fargo May 2012 - June 2014
Wells Fargo August 2009 - April 2012
Wells Fargo December 2008 - August 2009
UC Santa Barbara April 2006 - June 2008
Skills
Financial Analysis, Analysis, Analytics, Marketing, Teradata SQL, SQL, Finance, Project Management, Budgets, Sales, Data Analysis, OBIEE, Tableau, Business Objects, HR Analytics, Microsoft Excel, Financial Modeling, Market Research, Financial Services, Banking
Education
University of California, Santa Barbara 2003 — 2008
BA, Business and Economics
Università degli Studi di Trento, Italy 2006 — 2006
Economics, European Government
Apple June 2015 - Present
Wells Fargo June 2014 - May 2015
Wells Fargo May 2012 - June 2014
Wells Fargo August 2009 - April 2012
Wells Fargo December 2008 - August 2009
UC Santa Barbara April 2006 - June 2008
Skills
Financial Analysis, Analysis, Analytics, Marketing, Teradata SQL, SQL, Finance, Project Management, Budgets, Sales, Data Analysis, OBIEE, Tableau, Business Objects, HR Analytics, Microsoft Excel, Financial Modeling, Market Research, Financial Services, Banking
Education
University of California, Santa Barbara 2003 — 2008
BA, Business and Economics
Università degli Studi di Trento, Italy 2006 — 2006
Economics, European Government
Lisa Breschini's Wells Fargo Experience October 2003 - Present
Job Learning & Development Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2003 - Present
Education
University of California, Santa Barbara 1982 — 1986
BA, Communication
Wells Fargo October 2003 - Present
Education
University of California, Santa Barbara 1982 — 1986
BA, Communication
Lisa Symons's Wells Fargo Experience Project ManagerWells Fargo Bank2005 - Present
Job Project Manager at Wells Fargo
Industry E-Learning
Experience
Wells Fargo Project ManagerWells Fargo Bank2005 - Present
Wells Fargo Wealth Management Group 2005 - 2008
Education
University of California, Santa Barbara 1985 — 1990
Wells Fargo Project ManagerWells Fargo Bank2005 - Present
Wells Fargo Wealth Management Group 2005 - 2008
Education
University of California, Santa Barbara 1985 — 1990
Nick Arora's Wells Fargo Experience June 2007 - August 2008
Job Credit Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2007 - August 2008
Wells Fargo Financial 2007 - 2008
Education
University of California, Santa Barbara 2003 — 2007
BA, Business-Economics
Wells Fargo June 2007 - August 2008
Wells Fargo Financial 2007 - 2008
Education
University of California, Santa Barbara 2003 — 2007
BA, Business-Economics
Leesa Henry's Wells Fargo Experience October 2011 - Present
Job Business Initiatives Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2011 - Present
Wells Fargo Bank 2001 - October 2011
Wells Fargo April 2001 - 2011
Education
UCSB
BA, Anthropology
Wells Fargo October 2011 - Present
Wells Fargo Bank 2001 - October 2011
Wells Fargo April 2001 - 2011
Education
UCSB
BA, Anthropology
Dave Molidor's Wells Fargo Experience April 2010 - November 2011
Job Business Relationship Manager
Industry Banking
Experience
Wells Fargo Business Banking Group April 2010 - Present
Wells Fargo April 2010 - November 2011
Wells Fargo Financial December 2004 - September 2008
Skills
Loans, Mortgage Lending, Credit, Loan Origination, Refinance, Mortgage Banking, Investments, Commercial Lending, Underwriting, FHA, Sales Management, Cold Calling, Series 7, Residential Mortgages, Customer Service, Banking, Credit Analysis, Home Equity Loans, VA loans, Real Estate, Insurance, Real Estate Financing
Education
University of California, Santa Barbara 1996 — 2001
Bachelors of Science, Communications
Cardinal Newman High School 1992 — 1996
Latin
Wells Fargo Business Banking Group April 2010 - Present
Wells Fargo April 2010 - November 2011
Wells Fargo Financial December 2004 - September 2008
Skills
Loans, Mortgage Lending, Credit, Loan Origination, Refinance, Mortgage Banking, Investments, Commercial Lending, Underwriting, FHA, Sales Management, Cold Calling, Series 7, Residential Mortgages, Customer Service, Banking, Credit Analysis, Home Equity Loans, VA loans, Real Estate, Insurance, Real Estate Financing
Education
University of California, Santa Barbara 1996 — 2001
Bachelors of Science, Communications
Cardinal Newman High School 1992 — 1996
Latin
Marc Wrinkle's Wells Fargo Experience November 2012 - Present
Job Private Mortgage Banker at Wells Fargo Bank NMLSR ID 461851
Industry Financial Services
Experience
Wells Fargo November 2012 - Present
Wells Fargo April 2006 - November 2012
Wells Fargo Bank May 2004 - April 2006
Wells Fargo Bank March 2003 - April 2004
Wells Fargo Bank November 2001 - February 2003
Skills
Credit, Loans, Wealth Management, Investments, Mortgage Lending, Financial Analysis, Asset Managment, Risk Management, Series 7, Portfolio Management, Financial Services, Finance, Commercial Lending
Education
University of California, Santa Barbara
BA, Global and International Studies
Wells Fargo November 2012 - Present
Wells Fargo April 2006 - November 2012
Wells Fargo Bank May 2004 - April 2006
Wells Fargo Bank March 2003 - April 2004
Wells Fargo Bank November 2001 - February 2003
Skills
Credit, Loans, Wealth Management, Investments, Mortgage Lending, Financial Analysis, Asset Managment, Risk Management, Series 7, Portfolio Management, Financial Services, Finance, Commercial Lending
Education
University of California, Santa Barbara
BA, Global and International Studies
Derek Difani's Wells Fargo Experience February 2006 - September 2007
Job VP, Business Banking Officer with US Bank
Industry Financial Services
Experience
U.S. Bank March 2010 - Present
Union Bank of California October 2007 - March 2009
Wells Fargo February 2006 - September 2007
Citi May 2002 - February 2006
Skills
Commercial Banking, Insurance, Investments, Sales, Business Development, Management, Real Estate Lending, SBA, Commercial Lending, Credit, Credit Analysis, Finance, Financial Analysis, Financial Services, Lines Of Credit, Securities Market, Loans, Small Business Lending, Commercial Real Estate, Loan Origination, Banking, Portfolio Management, Retail Banking, Commercial Mortgages
Education
University of California, Santa Barbara
U.S. Bank March 2010 - Present
Union Bank of California October 2007 - March 2009
Wells Fargo February 2006 - September 2007
Citi May 2002 - February 2006
Skills
Commercial Banking, Insurance, Investments, Sales, Business Development, Management, Real Estate Lending, SBA, Commercial Lending, Credit, Credit Analysis, Finance, Financial Analysis, Financial Services, Lines Of Credit, Securities Market, Loans, Small Business Lending, Commercial Real Estate, Loan Origination, Banking, Portfolio Management, Retail Banking, Commercial Mortgages
Education
University of California, Santa Barbara
Julie Roensch's Wells Fargo Experience 2000 - 2000
Job Vice President, Meeting & Event Planning Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank - Wealth Management Group March 2000 - November 2011
Wells Fargo 2000 - 2000
Shorenstein Realty Services 1993 - 2000
Skills
Event Management, Negotiation, Customer Service, Leadership, Marketing, Management, Event Planning, Budgets, Strategic Planning, Vendor Management
Education
University of California, Santa Barbara 1987 — 1992
Wells Fargo Bank - Wealth Management Group March 2000 - November 2011
Wells Fargo 2000 - 2000
Shorenstein Realty Services 1993 - 2000
Skills
Event Management, Negotiation, Customer Service, Leadership, Marketing, Management, Event Planning, Budgets, Strategic Planning, Vendor Management
Education
University of California, Santa Barbara 1987 — 1992
Carrie Anderson's Wells Fargo Experience March 2015 - Present
Job Regional Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2015 - Present
Wells Fargo Advisors October 2013 - Present
Wells Fargo June 2012 - October 2013
Skills
NMLS Licensed, Notary Public, Licensed Life Insurance..., Series 6, Series 63, Series 7, Small Business Lending, Consumer Lending
Education
University of California, Santa Barbara 1991 — 1995
Communications, Consumer Economics
Santa Margarita Catholic High School 1987 — 1991
Wells Fargo March 2015 - Present
Wells Fargo Advisors October 2013 - Present
Wells Fargo June 2012 - October 2013
Skills
NMLS Licensed, Notary Public, Licensed Life Insurance..., Series 6, Series 63, Series 7, Small Business Lending, Consumer Lending
Education
University of California, Santa Barbara 1991 — 1995
Communications, Consumer Economics
Santa Margarita Catholic High School 1987 — 1991
Amy Marks's Wells Fargo Experience 2000 - 2002
Job Office Manager at ServRite Meat Company
Industry Financial Services
Experience
Serv-Rite Meat Company March 2009 - Present
Prudential Retirement 2008 - 2009
Union Bank of California 2005 - 2008
California Bank & Trust 2002 - 2005
Wells Fargo 2000 - 2002
Skills
Investments, Portfolio Management, Mutual Funds, Banking, Financial Services, Series 63, Relationship Management, Risk Management, Asset Managment, Asset Management, Retirement, Wealth Management, Retirement Planning, 401k, Loans, Securities, Strategic Financial..., Series 7, Investment Advisory, Series 6, Pensions, Credit, Equities
Education
University of California, Santa Cruz
B.A., Economics
Serv-Rite Meat Company March 2009 - Present
Prudential Retirement 2008 - 2009
Union Bank of California 2005 - 2008
California Bank & Trust 2002 - 2005
Wells Fargo 2000 - 2002
Skills
Investments, Portfolio Management, Mutual Funds, Banking, Financial Services, Series 63, Relationship Management, Risk Management, Asset Managment, Asset Management, Retirement, Wealth Management, Retirement Planning, 401k, Loans, Securities, Strategic Financial..., Series 7, Investment Advisory, Series 6, Pensions, Credit, Equities
Education
University of California, Santa Cruz
B.A., Economics
Marianne Babal's Wells Fargo Experience Past PresidentNational Council on Public History2010 - Present
Job President NCPH Historian at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Past PresidentNational Council on Public History2010 - Present
Self Employed 1990 - 1993
Education
University of California, Santa Barbara 1988 — 1989
MA, History (public history)
Wells Fargo Past PresidentNational Council on Public History2010 - Present
Self Employed 1990 - 1993
Education
University of California, Santa Barbara 1988 — 1989
MA, History (public history)
Kevin Wieland's Wells Fargo Experience June 2012 - Present
Job Vice President at Wells Fargo Bank
Industry Real Estate
Experience
Wells Fargo June 2012 - Present
Wells Fargo Bank October 2009 - June 2012
Legg Mason Real Estate Investors 2002 - 2008
Skills
Disposition, Asset Management, Real Estate, Real Estate Financing, Real Estate Development, Investment Properties, Real Estate Transactions, Valuation, Investments, Due Diligence, Commercial Real Estate, Loans, Financial Modeling, Underwriting, Commercial Mortgages
Education
University of Southern California 1997 — 1998
MRED, Real Estate
University of California, Santa Barbara
BA
Wells Fargo June 2012 - Present
Wells Fargo Bank October 2009 - June 2012
Legg Mason Real Estate Investors 2002 - 2008
Skills
Disposition, Asset Management, Real Estate, Real Estate Financing, Real Estate Development, Investment Properties, Real Estate Transactions, Valuation, Investments, Due Diligence, Commercial Real Estate, Loans, Financial Modeling, Underwriting, Commercial Mortgages
Education
University of Southern California 1997 — 1998
MRED, Real Estate
University of California, Santa Barbara
BA
Miranda Holmes's Wells Fargo Experience April 2005 - April 2006
Job Managing Director of Financial Planning at First Republic Investment Management
Industry Financial Services
Experience
First Republic Investment Management June 2012 - Present
UBS Wealth Management April 2006 - May 2012
Wells Fargo April 2005 - April 2006
Merrill Lynch June 2000 - April 2005
Prudential Financial Planning January 1999 - June 2000
InterSystems November 1993 - January 1999
ACTER (A Center for Theatre, Education, and Research) October 1988 - September 1992
Skills
Wealth Transfer, Financial Planning, Estate Planning, High Net Worth..., Financial Advisory, Disability Insurance, Personal Finance, FINRA, Retirement Planning, Investment Strategies, Asset Allocation, Series 7, Wealth Management, Retirement, Strategic Financial..., Investment Management, Uniform Combined State..., Wealth, Finance
Education
University of California, Santa Barbara 1988 — 1992
BFA, Theatre - Acting Emphasis
First Republic Investment Management June 2012 - Present
UBS Wealth Management April 2006 - May 2012
Wells Fargo April 2005 - April 2006
Merrill Lynch June 2000 - April 2005
Prudential Financial Planning January 1999 - June 2000
InterSystems November 1993 - January 1999
ACTER (A Center for Theatre, Education, and Research) October 1988 - September 1992
Skills
Wealth Transfer, Financial Planning, Estate Planning, High Net Worth..., Financial Advisory, Disability Insurance, Personal Finance, FINRA, Retirement Planning, Investment Strategies, Asset Allocation, Series 7, Wealth Management, Retirement, Strategic Financial..., Investment Management, Uniform Combined State..., Wealth, Finance
Education
University of California, Santa Barbara 1988 — 1992
BFA, Theatre - Acting Emphasis
Rocky Angelini's Wells Fargo Experience 2002 - Present
Job Technical Project Manager at Wells Fargo Bank
Industry Information Technology and Services
Experience
Wells Fargo Bank May 2002 - Present
Wells Fargo 2002 - Present
Education
University of Utah 1990 — 1993
MBA, Business
University of California, Santa Barbara 1983 — 1988
Bachelors, Geology
Wells Fargo Bank May 2002 - Present
Wells Fargo 2002 - Present
Education
University of Utah 1990 — 1993
MBA, Business
University of California, Santa Barbara 1983 — 1988
Bachelors, Geology
Jake Broderick's Wells Fargo Experience April 2012 - January 2013
Job Portfolio Manager at Bank of the West
Industry Investment Management
Experience
Bank of the West January 2013 - Present
Wells Fargo April 2012 - January 2013
Pacific Capital Bancorp April 2009 - April 2012
Bragg Live Foods September 2007 - March 2009
Education
University of California, Santa Barbara 2005 — 2010
B.A., Business Economics
Bank of the West January 2013 - Present
Wells Fargo April 2012 - January 2013
Pacific Capital Bancorp April 2009 - April 2012
Bragg Live Foods September 2007 - March 2009
Education
University of California, Santa Barbara 2005 — 2010
B.A., Business Economics
Richard S. Piedmonte's Wells Fargo Experience June 2011 - December 2012
Job Representative at Affordable Care Act Contractor
Industry Nonprofit Organization Management
Experience
Affordable Care Act Contractor November 2014 - Present
Community Action Partnership Association of Idaho September 2013 - May 2014
Wells Fargo June 2011 - December 2012
Wireless Data Services September 2009 - June 2011
Pittsburg Unified, Elko County, and Mt. Diablo School Districts October 2003 - May 2009
California Judges Association October 1988 - February 1996
Skills
Policy Analysis, Call Centers, Telecommunications, Troubleshooting, Wireless, Volunteer Management, Legislative Affairs, Mobile Devices, Technical Support, Customer Experience, Service Delivery, Customer Satisfaction, Team Leadership, TCP/IP, Customer Service, GSM, Hiring
Education
University of California, Santa Barbara
M.A., Public History, Public Policy emphasis
Affordable Care Act Contractor November 2014 - Present
Community Action Partnership Association of Idaho September 2013 - May 2014
Wells Fargo June 2011 - December 2012
Wireless Data Services September 2009 - June 2011
Pittsburg Unified, Elko County, and Mt. Diablo School Districts October 2003 - May 2009
California Judges Association October 1988 - February 1996
Skills
Policy Analysis, Call Centers, Telecommunications, Troubleshooting, Wireless, Volunteer Management, Legislative Affairs, Mobile Devices, Technical Support, Customer Experience, Service Delivery, Customer Satisfaction, Team Leadership, TCP/IP, Customer Service, GSM, Hiring
Education
University of California, Santa Barbara
M.A., Public History, Public Policy emphasis
Jason Sperling's Wells Fargo Experience 2008 - Present
Job Mortgage Consultant at Wells Fargo NMLSR 409983
Industry Banking
Experience
Wells Fargo 2008 - Present
Washington Mutual October 2002 - April 2008
GMAC 1995 - 2002
Skills
Residential Mortgages, VA loans, Mortgage Lending, Certified Mortgage..., Mortgage Banking, Investment Properties, Real Estate, Loans, FHA, Financial Services, Finance, Portfolio Management, Selling, Loan Origination, Financial Analysis, Refinance, Commercial Lending, Credit, Credit Analysis, Short Sales, FHA financing, Sales
Education
University of California, Santa Barbara 1990 — 2004
Bachelor of Science (B.S.)
University of California, Santa Barbara 1990 — 1994
Wells Fargo 2008 - Present
Washington Mutual October 2002 - April 2008
GMAC 1995 - 2002
Skills
Residential Mortgages, VA loans, Mortgage Lending, Certified Mortgage..., Mortgage Banking, Investment Properties, Real Estate, Loans, FHA, Financial Services, Finance, Portfolio Management, Selling, Loan Origination, Financial Analysis, Refinance, Commercial Lending, Credit, Credit Analysis, Short Sales, FHA financing, Sales
Education
University of California, Santa Barbara 1990 — 2004
Bachelor of Science (B.S.)
University of California, Santa Barbara 1990 — 1994
Tim Downs's Wells Fargo Experience September 2014 - Present
Job Business Systems Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
Wells Fargo June 2010 - December 2013
Charles Schwab February 1993 - September 2009
Skills
CRM, Mutual Funds, Data Analysis, Securities, Risk Management, Banking, Project Management, Finance, Financial Services, Process Improvement, Analytics, Competitive Analysis, Requirements Gathering, Business Analysis
Education
University of California, Santa Barbara 1989 — 1992
BA, Communication
Wells Fargo September 2014 - Present
Wells Fargo June 2010 - December 2013
Charles Schwab February 1993 - September 2009
Skills
CRM, Mutual Funds, Data Analysis, Securities, Risk Management, Banking, Project Management, Finance, Financial Services, Process Improvement, Analytics, Competitive Analysis, Requirements Gathering, Business Analysis
Education
University of California, Santa Barbara 1989 — 1992
BA, Communication
Leslie Yi's Wells Fargo Experience July 2014 - Present
Job VP, Regulatory Reporting at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
Bank of the West January 2013 - July 2014
Charles Schwab Bank May 2010 - December 2012
Charles Schwab Bank October 2004 - May 2010
Charles Schwab March 2004 - October 2004
Charles Schwab October 2000 - March 2004
The Matsco Companies October 1998 - September 2000
Skills
Banking, Accounting, Finance, Financial Analysis, Financial Reporting, Financial Services, Sarbanes-Oxley Act, Internal Controls, Loans, GAAP, Account Reconciliation, Financial Accounting, Process Improvement, US GAAP, General Ledger, PeopleSoft, Hyperion Enterprise, Variance Analysis, Sarbanes-Oxley, Management, Financial Modeling
Education
University of California, Santa Barbara 1994 — 1998
B.A
Wells Fargo July 2014 - Present
Bank of the West January 2013 - July 2014
Charles Schwab Bank May 2010 - December 2012
Charles Schwab Bank October 2004 - May 2010
Charles Schwab March 2004 - October 2004
Charles Schwab October 2000 - March 2004
The Matsco Companies October 1998 - September 2000
Skills
Banking, Accounting, Finance, Financial Analysis, Financial Reporting, Financial Services, Sarbanes-Oxley Act, Internal Controls, Loans, GAAP, Account Reconciliation, Financial Accounting, Process Improvement, US GAAP, General Ledger, PeopleSoft, Hyperion Enterprise, Variance Analysis, Sarbanes-Oxley, Management, Financial Modeling
Education
University of California, Santa Barbara 1994 — 1998
B.A
Devin Ellis's Wells Fargo Experience September 2006 - October 2007
Job General Practice Dentist at Pacific Dental Services
Industry Hospital & Health Care
Experience
Pacific Dental Services September 2013 - April 2015
University of Southern California September 2009 - June 2013
Dr. Tanaka DDS November 2007 - August 2008
Wells Fargo September 2006 - October 2007
Skills
Dentistry, Restorative Dentistry, Sedation Dentistry, Healthcare Provider:..., Investment Banking, Community Outreach..., BLS Instructor Certified, PALS and ACLS certified, Notary Public and Life..., Insurance Billing, Spanish Reading..., Spanish Speaking
Education
Herman Ostrow School of Dentistry of USC 2009 — 2013
Graduate; Doctorate, D.D.S
University of California, Santa Barbara 2000 — 2005
B.S, Biological Sciences
Pacific Dental Services September 2013 - April 2015
University of Southern California September 2009 - June 2013
Dr. Tanaka DDS November 2007 - August 2008
Wells Fargo September 2006 - October 2007
Skills
Dentistry, Restorative Dentistry, Sedation Dentistry, Healthcare Provider:..., Investment Banking, Community Outreach..., BLS Instructor Certified, PALS and ACLS certified, Notary Public and Life..., Insurance Billing, Spanish Reading..., Spanish Speaking
Education
Herman Ostrow School of Dentistry of USC 2009 — 2013
Graduate; Doctorate, D.D.S
University of California, Santa Barbara 2000 — 2005
B.S, Biological Sciences
Arnie Nebriaga's Wells Fargo Experience May 2009 - May 2010
Job Home Mortgage Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2009 - May 2010
Citibank 2002 - 2006
Education
University of California, Santa Barbara 1993 — 1995
Economics, Economics
Wells Fargo May 2009 - May 2010
Citibank 2002 - 2006
Education
University of California, Santa Barbara 1993 — 1995
Economics, Economics
Noe Marin's Wells Fargo Experience September 2014 - June 2015
Job Putra and Associates LLC
Industry Financial Services
Experience
Putra & Associates LLC January 2015 - Present
Wells Fargo September 2014 - June 2015
Snowden Vineyards Garden Barrel Co. February 2013 - September 2014
Forever 21 October 2012 - April 2013
Skills
Microsoft Office, PowerPoint, Sports, Social Media, Microsoft Word, Microsoft Excel, Customer Service, Public Speaking, Sports Management, Photoshop, Teamwork, Event Management, Facebook, Sports Marketing, Research, Public Relations, Social Networking, Social Media Marketing
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (B.A.), Global Studies
Putra & Associates LLC January 2015 - Present
Wells Fargo September 2014 - June 2015
Snowden Vineyards Garden Barrel Co. February 2013 - September 2014
Forever 21 October 2012 - April 2013
Skills
Microsoft Office, PowerPoint, Sports, Social Media, Microsoft Word, Microsoft Excel, Customer Service, Public Speaking, Sports Management, Photoshop, Teamwork, Event Management, Facebook, Sports Marketing, Research, Public Relations, Social Networking, Social Media Marketing
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (B.A.), Global Studies
Dona Valencia's Wells Fargo Experience October 2005 - September 2007
Job Legal Assistant Paralegal at Hawkins Delafield & Wood LLP
Industry Legal Services
Experience
Hawkins Delafield & Wood LLP November 2013 - Present
CopyRight Micrographics September 2007 - Present
Law Offices of Michelle Alarcon, LLLC. 2011 - November 2013
Department of Consumer Affairs, Small Claims August 2011 - December 2011
Law Offices of Cohen, Porta & Kim August 2011 - December 2011
La Playa Camp & Picnic Ground, Vista del Mar Guesthouse March 2009 - February 2010
Wells Fargo October 2005 - September 2007
Skills
Civil Litigation, Document Review, Legal Research, Legal Writing, Immigration Law, Litigation, Westlaw, ESI, OCR, Litigation Support, Doculex, Lexis, LAW 5.0, Loadfile Manipulation, Digital Imaging, Project Management, Small Claims, Bankruptcy, Entertainment Law, Paralegals, Legal Assistants, Environmental Awareness, Community Service, DJ, Wedding DJ, Wills
Education
West Los Angeles College 2010 — 2011
Paralegal Studies
University of California, Santa Barbara 2001 — 2005
Global and International Studies, Culture and Ideology
Hawkins Delafield & Wood LLP November 2013 - Present
CopyRight Micrographics September 2007 - Present
Law Offices of Michelle Alarcon, LLLC. 2011 - November 2013
Department of Consumer Affairs, Small Claims August 2011 - December 2011
Law Offices of Cohen, Porta & Kim August 2011 - December 2011
La Playa Camp & Picnic Ground, Vista del Mar Guesthouse March 2009 - February 2010
Wells Fargo October 2005 - September 2007
Skills
Civil Litigation, Document Review, Legal Research, Legal Writing, Immigration Law, Litigation, Westlaw, ESI, OCR, Litigation Support, Doculex, Lexis, LAW 5.0, Loadfile Manipulation, Digital Imaging, Project Management, Small Claims, Bankruptcy, Entertainment Law, Paralegals, Legal Assistants, Environmental Awareness, Community Service, DJ, Wedding DJ, Wills
Education
West Los Angeles College 2010 — 2011
Paralegal Studies
University of California, Santa Barbara 2001 — 2005
Global and International Studies, Culture and Ideology
Seth Kamphoefner's Wells Fargo Experience February 2012 - Present
Job Marketing Database Analyst at Wells Fargo
Industry Environmental Services
Experience
Wells Fargo February 2012 - Present
Education
UCSB 2007 — 2011
BA, Business/Economics, Environmental Studies
Wells Fargo February 2012 - Present
Education
UCSB 2007 — 2011
BA, Business/Economics, Environmental Studies
Costa Kleoni's Wells Fargo Experience January 2007 - December 2012
Job NAS Insurance Services, Inc.
Industry Insurance
Experience
NAS Insurance Services, Inc. December 2012 - Present
Wells Fargo January 2007 - December 2012
Skills
Investments, Financial Analysis, Financial Modeling, Bloomberg, Portfolio Management
Education
University of California, Santa Barbara
Bachelor of Arts, Economics
NAS Insurance Services, Inc. December 2012 - Present
Wells Fargo January 2007 - December 2012
Skills
Investments, Financial Analysis, Financial Modeling, Bloomberg, Portfolio Management
Education
University of California, Santa Barbara
Bachelor of Arts, Economics
Gregory Weitzman's Wells Fargo Experience February 2013 - Present
Job Business Development Officer Commercial Lender
Industry Financial Services
Experience
San Francisco Achievers January 2015 - Present
San Francisco Achievers May 2014 - Present
Wells Fargo February 2013 - Present
Wells Fargo Bank September 2011 - February 2013
Wells Fargo Bank July 2011 - August 2011
Wells Fargo November 2010 - June 2011
Wells Fargo Bank July 2010 - November 2010
Skills
Sales, SBA, Commercial Lending, Cash Management, Treasury Management, Real Estate Investment..., Customer Service, Networking, Data Analysis, Project Management, Sales Management, Finance, Management, Strategic Leadership, Critical Thinking, Sales Management..., Consulting, Business Development, Activity Management, Leading Change, Situational Leadership, Customer Service..., Communication, Banking, Credit Analysis
Education
University of California, Santa Barbara 2007 — 2011
B.A, Psychology
San Francisco Achievers January 2015 - Present
San Francisco Achievers May 2014 - Present
Wells Fargo February 2013 - Present
Wells Fargo Bank September 2011 - February 2013
Wells Fargo Bank July 2011 - August 2011
Wells Fargo November 2010 - June 2011
Wells Fargo Bank July 2010 - November 2010
Skills
Sales, SBA, Commercial Lending, Cash Management, Treasury Management, Real Estate Investment..., Customer Service, Networking, Data Analysis, Project Management, Sales Management, Finance, Management, Strategic Leadership, Critical Thinking, Sales Management..., Consulting, Business Development, Activity Management, Leading Change, Situational Leadership, Customer Service..., Communication, Banking, Credit Analysis
Education
University of California, Santa Barbara 2007 — 2011
B.A, Psychology
Robert Dingler's Wells Fargo Experience January 1986 - April 2004
Job Director, Food and Agribusiness
Industry Banking
Experience
Rabobank April 2004 - Present
Wells Fargo January 1986 - April 2004
Education
University of California, Santa Barbara 1971 — 1975
Bacfhelor of Arts, Sociology
Rabobank April 2004 - Present
Wells Fargo January 1986 - April 2004
Education
University of California, Santa Barbara 1971 — 1975
Bacfhelor of Arts, Sociology
Thomas Crites's Wells Fargo Experience 2004 - 2008
Job Document Specialist
Industry Financial Services
Experience
Examiner.com 2011 - 2011
Wells Fargo 2004 - 2008
Microsoft 2003 - 2003
The Executive Conversation 2000 - 2003
Jorge Scientific Corporation 1995 - 2000
Skills
Document Preparation, Publications Production, Document Drafting, Document Management, Publications, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Adobe Creative Suite, Pagemaker, Illustrator, Photoshop, Journalism, Writing, Clerical Skills, Clerical Work, Typing, Graphic Design, Illustration, Magazine Layout Design, Advertising
Education
UCSB 1986 — 1989
Examiner.com 2011 - 2011
Wells Fargo 2004 - 2008
Microsoft 2003 - 2003
The Executive Conversation 2000 - 2003
Jorge Scientific Corporation 1995 - 2000
Skills
Document Preparation, Publications Production, Document Drafting, Document Management, Publications, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Adobe Creative Suite, Pagemaker, Illustrator, Photoshop, Journalism, Writing, Clerical Skills, Clerical Work, Typing, Graphic Design, Illustration, Magazine Layout Design, Advertising
Education
UCSB 1986 — 1989
Emily Janowsky's Wells Fargo Experience 2001 - 2012
Job CoFounder, Camp Jano
Industry Civic & Social Organization
Experience
Corte Madera Parks and Recreation Commission July 2014 - Present
Self-employed 2010 - Present
Wells Fargo 2001 - 2012
Wetherby Asset Management 1992 - 1999
Skills
Fundraising, Social Media, Strategic Communications, Public Relations, Investments, Nonprofits
Education
University of California, Santa Barbara 1988 — 1992
Political Science
Marin Academy
Corte Madera Parks and Recreation Commission July 2014 - Present
Self-employed 2010 - Present
Wells Fargo 2001 - 2012
Wetherby Asset Management 1992 - 1999
Skills
Fundraising, Social Media, Strategic Communications, Public Relations, Investments, Nonprofits
Education
University of California, Santa Barbara 1988 — 1992
Political Science
Marin Academy
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank