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
Christina Amiry Christina Amiry's Wells Fargo Experience November 2006 - December 2009
Job Business Technology & Innovation Leader at Salesforce
Industry Information Technology and Services
Experience
Salesforce April 2014 - Present
Salesforce August 2013 - April 2014
Salesforce January 2011 - July 2013
Pace Harmon January 2010 - December 2010
Wells Fargo November 2006 - December 2009
IBM Global Business Services (formerly PriceWaterhouseCoopers) June 2001 - November 2006
Endymion Systems June 2000 - May 2001
Hewlett-Packard July 1998 - June 2000
Skills
Business Intelligence, Project Management, Enterprise Software, Program Management, IT Strategy, Business Analysis, SDLC, Management, Integration, HRIS, Cloud Computing, Salesforce.com, Business Process, Vendor Management, ERP, Testing, Change Management, Cross-functional Team..., SaaS, Requirements Gathering, Talent Acquisition, Process Improvement, Human Resources, SAP, Workday, Data Warehousing, Project Portfolio..., Agile Project Management, PMO, Agile Methodologies, Systems Analysis, ITIL, Management Consulting, Consulting, IT Management, Software Implementation, Onboarding, Information Technology, Product Management, Mergers & Acquisitions
Education
California Polytechnic State University-San Luis Obispo 1994 — 1998
BS
University of California, Berkeley, Haas School of Business 2013 — 2016
Certificate of Business Excellence
Salesforce April 2014 - Present
Salesforce August 2013 - April 2014
Salesforce January 2011 - July 2013
Pace Harmon January 2010 - December 2010
Wells Fargo November 2006 - December 2009
IBM Global Business Services (formerly PriceWaterhouseCoopers) June 2001 - November 2006
Endymion Systems June 2000 - May 2001
Hewlett-Packard July 1998 - June 2000
Skills
Business Intelligence, Project Management, Enterprise Software, Program Management, IT Strategy, Business Analysis, SDLC, Management, Integration, HRIS, Cloud Computing, Salesforce.com, Business Process, Vendor Management, ERP, Testing, Change Management, Cross-functional Team..., SaaS, Requirements Gathering, Talent Acquisition, Process Improvement, Human Resources, SAP, Workday, Data Warehousing, Project Portfolio..., Agile Project Management, PMO, Agile Methodologies, Systems Analysis, ITIL, Management Consulting, Consulting, IT Management, Software Implementation, Onboarding, Information Technology, Product Management, Mergers & Acquisitions
Education
California Polytechnic State University-San Luis Obispo 1994 — 1998
BS
University of California, Berkeley, Haas School of Business 2013 — 2016
Certificate of Business Excellence
Sean Anthony, CFP® Sean Anthony, CFP®'s Wells Fargo Experience September 2008 - Present
Job Senior Private Banker with Wells Fargo
Industry Banking
Experience
Wells Fargo September 2008 - Present
Bank of America January 2002 - September 2008
Skills
Certified Financial..., Banking, Business Development, Commercial Lending, Credit, Credit Analysis, High Net Worth..., Management, Private Banking, Securities, Series 7, Wealth, Wealth Management, Wealth Management...
Education
California Lutheran University 2006 — 2008
MBA, Financial Planning
California State University-San Marcos - College of Business Administration 2003 — 2005
BA, Business Administration
Wells Fargo September 2008 - Present
Bank of America January 2002 - September 2008
Skills
Certified Financial..., Banking, Business Development, Commercial Lending, Credit, Credit Analysis, High Net Worth..., Management, Private Banking, Securities, Series 7, Wealth, Wealth Management, Wealth Management...
Education
California Lutheran University 2006 — 2008
MBA, Financial Planning
California State University-San Marcos - College of Business Administration 2003 — 2005
BA, Business Administration
Antonio Estrada Antonio Estrada's Wells Fargo Experience June 2008 - April 2010
Job VP of Public Relations at Triple Threat Toastmasters
Industry Financial Services
Experience
Triple Threat Toastmasters September 2015 - Present
L.A. Business Capital October 2013 - Present
Merchant Associates Inc. April 2013 - Present
USANA Health Sciences January 2009 - Present
WorldPay April 2012 - April 2013
Wells Fargo June 2008 - April 2010
Bank of America January 2007 - April 2008
Skills
Business Development, Small Business, Banking, Sales, Loans, Credit, Team Building, Customer Service, Marketing, Team Leadership, Financial Services, Small Business Lending, Working Capital, Equipment Loans, Equipment Leasing, Financial Analysis, New Business Development, Strategic Planning, Entrepreneurship, Insurance, Investments, Risk Management, Microsoft Excel, Microsoft Office, Credit Analysis, Portfolio Management, Business Loans, Cash Flow, Margin
Education
California Polytechnic State University-San Luis Obispo 2004 — 2006
Aerospace, Aeronautical and Astronautical Engineering
Triple Threat Toastmasters September 2015 - Present
L.A. Business Capital October 2013 - Present
Merchant Associates Inc. April 2013 - Present
USANA Health Sciences January 2009 - Present
WorldPay April 2012 - April 2013
Wells Fargo June 2008 - April 2010
Bank of America January 2007 - April 2008
Skills
Business Development, Small Business, Banking, Sales, Loans, Credit, Team Building, Customer Service, Marketing, Team Leadership, Financial Services, Small Business Lending, Working Capital, Equipment Loans, Equipment Leasing, Financial Analysis, New Business Development, Strategic Planning, Entrepreneurship, Insurance, Investments, Risk Management, Microsoft Excel, Microsoft Office, Credit Analysis, Portfolio Management, Business Loans, Cash Flow, Margin
Education
California Polytechnic State University-San Luis Obispo 2004 — 2006
Aerospace, Aeronautical and Astronautical Engineering
Andrew Winchester Andrew Winchester's Wells Fargo Experience June 1987 - June 1994
Job Senior Vice President, Wealth Advisor at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank November 2013 - Present
Pacific Pointe Advisors April 2012 - November 2013
Modus Worldwide, LLC January 2009 - 2012
Venture Advisory Services for Early Stage Companies 2000 - 2012
Bank of America June 1994 - January 2000
Wells Fargo June 1987 - June 1994
Skills
Venture Capital, Wealth Management, Start-ups, Entrepreneurship, Finance, Business Strategy, Financial Services, Management, Corporate Development, Banking, QuickBooks, Microsoft Excel, Microsoft Office, Private Equity, PowerPoint, Mergers, Wealth Planning...
Education
California Polytechnic State University-San Luis Obispo 1981 — 1986
BS, Business Management
Palisades High School 1979 — 1981
Wells Fargo Private Bank November 2013 - Present
Pacific Pointe Advisors April 2012 - November 2013
Modus Worldwide, LLC January 2009 - 2012
Venture Advisory Services for Early Stage Companies 2000 - 2012
Bank of America June 1994 - January 2000
Wells Fargo June 1987 - June 1994
Skills
Venture Capital, Wealth Management, Start-ups, Entrepreneurship, Finance, Business Strategy, Financial Services, Management, Corporate Development, Banking, QuickBooks, Microsoft Excel, Microsoft Office, Private Equity, PowerPoint, Mergers, Wealth Planning...
Education
California Polytechnic State University-San Luis Obispo 1981 — 1986
BS, Business Management
Palisades High School 1979 — 1981
Aileen Phanmaha's Wells Fargo Experience July 2012 - January 2013
Job Office Manager at Midtown Realty Inc.
Industry Real Estate
Experience
Midtown Realty, Inc. January 2013 - Present
Wells Fargo July 2012 - January 2013
Skills
Sellers, Real Estate, Sales, Real Estate Development, Advertising, Real Property, Time Management, Public Speaking, Market Analysis, Tenant, Customer Service, Budgets, Office Management, Administrative..., Office Administration, Outlook, Notary Public, Travel Arrangements, Data Entry, Spreadsheets, Event Planning, Invoicing
Education
California Polytechnic State University-San Luis Obispo 2014 — 2016
Bachelor's Degree, Communication and Media Studies, Minor in Economics
De Anza College 2011 — 2014
Associate's Degree, Speech Communication and Rhetoric
Midtown Realty, Inc. January 2013 - Present
Wells Fargo July 2012 - January 2013
Skills
Sellers, Real Estate, Sales, Real Estate Development, Advertising, Real Property, Time Management, Public Speaking, Market Analysis, Tenant, Customer Service, Budgets, Office Management, Administrative..., Office Administration, Outlook, Notary Public, Travel Arrangements, Data Entry, Spreadsheets, Event Planning, Invoicing
Education
California Polytechnic State University-San Luis Obispo 2014 — 2016
Bachelor's Degree, Communication and Media Studies, Minor in Economics
De Anza College 2011 — 2014
Associate's Degree, Speech Communication and Rhetoric
Emmi Tarr Emmi Tarr's Wells Fargo Experience July 2009 - March 2011
Job Web Front End Development and SharePoint
Industry Information Technology and Services
Experience
Pacific Gas and Electric Company February 2012 - Present
Charles Schwab June 2011 - December 2011
Wells Fargo July 2009 - March 2011
Golden State Overnight January 2007 - March 2009
Crow Canyon Systems November 2005 - February 2006
Accolo, Inc. August 2003 - February 2005
Sun Microsystems January 2003 - November 2003
TriNet June 2001 - December 2002
TriNet (Venture Talent Division) June 1999 - December 2000
Skills
HTML, CSS, HTML5, CSS3, Front-End Development, SharePoint, Content Management, Web Development, Accessibility, WCAG 2.0, Section 508, Web Project Management, Web Producer, Technical Writer/Editor, Documentum, XHTML, HTML 5
Education
California Polytechnic State University-San Luis Obispo 1974 — 1979
BS, Ornamental Horticulture
Pacific Gas and Electric Company February 2012 - Present
Charles Schwab June 2011 - December 2011
Wells Fargo July 2009 - March 2011
Golden State Overnight January 2007 - March 2009
Crow Canyon Systems November 2005 - February 2006
Accolo, Inc. August 2003 - February 2005
Sun Microsystems January 2003 - November 2003
TriNet June 2001 - December 2002
TriNet (Venture Talent Division) June 1999 - December 2000
Skills
HTML, CSS, HTML5, CSS3, Front-End Development, SharePoint, Content Management, Web Development, Accessibility, WCAG 2.0, Section 508, Web Project Management, Web Producer, Technical Writer/Editor, Documentum, XHTML, HTML 5
Education
California Polytechnic State University-San Luis Obispo 1974 — 1979
BS, Ornamental Horticulture
Kimi Minnick Kimi Minnick's Wells Fargo Experience October 2013 - Present
Job VP Marketing Analytics, Business Real Estate Finance at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2013 - Present
Wells Fargo January 2013 - October 2013
Opera Solutions 2011 - January 2013
Fair Isaac 2008 - 2011
FICO 2006 - 2008
FICO 1996 - 2006
FICO 1994 - 1996
Pacific Gas and Electric Company June 1991 - July 1993
Skills
SAS, Model Builder for..., Predictive Analytics, Management, Segmentation, Credit Bureau, Predictive Modeling, Analytics, Credit Risk, Credit Scoring, Product Management, Risk Management, Hadoop, Credit Cards, Statistical Modeling, Business Intelligence, Business Analytics, Data Mining, Leadership, R, Project Management, Team Leadership, Cross-functional Team..., Forecasting, Big Data, Analysis
Education
California Polytechnic State University-San Luis Obispo 1985 — 1991
Bachelor of Science, Statistics
California Polytechnic State University-San Luis Obispo 1985 — 1991
Bachelor of Science, Applied Mathematics
Wells Fargo October 2013 - Present
Wells Fargo January 2013 - October 2013
Opera Solutions 2011 - January 2013
Fair Isaac 2008 - 2011
FICO 2006 - 2008
FICO 1996 - 2006
FICO 1994 - 1996
Pacific Gas and Electric Company June 1991 - July 1993
Skills
SAS, Model Builder for..., Predictive Analytics, Management, Segmentation, Credit Bureau, Predictive Modeling, Analytics, Credit Risk, Credit Scoring, Product Management, Risk Management, Hadoop, Credit Cards, Statistical Modeling, Business Intelligence, Business Analytics, Data Mining, Leadership, R, Project Management, Team Leadership, Cross-functional Team..., Forecasting, Big Data, Analysis
Education
California Polytechnic State University-San Luis Obispo 1985 — 1991
Bachelor of Science, Statistics
California Polytechnic State University-San Luis Obispo 1985 — 1991
Bachelor of Science, Applied Mathematics
Kenny Selke's Wells Fargo Experience May 2011 - August 2012
Job Concierge Team Lead at Spendsmart Networks
Industry Marketing and Advertising
Experience
Spendsmart Networks March 2015 - Present
SpendSmart Networks January 2014 - March 2015
SMS Masterminds August 2012 - January 2014
Mother's Tavern March 2009 - December 2012
Wells Fargo May 2011 - August 2012
Skills
Technology, Self Defense, Music, Animals, SMS, iPhone, Guitar, Concert Production, Social Media Marketing, Mobile Marketing, Digital Marketing, Customer Retention, Marketing Strategy, Marketing, Salesforce.com, Cold Calling, Lead Generation, Customer Service, Strategic Planning, Direct Sales, Social Networking, Management
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
Bachelor of Science, Business Administration and Management, General
Spendsmart Networks March 2015 - Present
SpendSmart Networks January 2014 - March 2015
SMS Masterminds August 2012 - January 2014
Mother's Tavern March 2009 - December 2012
Wells Fargo May 2011 - August 2012
Skills
Technology, Self Defense, Music, Animals, SMS, iPhone, Guitar, Concert Production, Social Media Marketing, Mobile Marketing, Digital Marketing, Customer Retention, Marketing Strategy, Marketing, Salesforce.com, Cold Calling, Lead Generation, Customer Service, Strategic Planning, Direct Sales, Social Networking, Management
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
Bachelor of Science, Business Administration and Management, General
Geen Lee Geen Lee's Wells Fargo Experience May 2001 - Present
Job Senior Web System Engineer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo May 2001 - Present
Documentum Inc. July 1998 - April 2001
Siemens ROLM June 1997 - January 1998
Skills
SDLC, Websphere, Perl, Agile Methodologies, SOAP, SQL, Ant, XML, Java, SOA, Apache, Solaris, Java Enterprise Edition, Databases, JBoss Application Server, Vendor Management, Unix, Enterprise Architecture, Linux, Oracle, WebSphere, Software Project..., Integration, Web Applications, Requirements Analysis, JSP
Education
California Polytechnic State University-San Luis Obispo 1996 — 1998
BS, Computer Science
City College of San Francisco 1992 — 1996
Wells Fargo May 2001 - Present
Documentum Inc. July 1998 - April 2001
Siemens ROLM June 1997 - January 1998
Skills
SDLC, Websphere, Perl, Agile Methodologies, SOAP, SQL, Ant, XML, Java, SOA, Apache, Solaris, Java Enterprise Edition, Databases, JBoss Application Server, Vendor Management, Unix, Enterprise Architecture, Linux, Oracle, WebSphere, Software Project..., Integration, Web Applications, Requirements Analysis, JSP
Education
California Polytechnic State University-San Luis Obispo 1996 — 1998
BS, Computer Science
City College of San Francisco 1992 — 1996
Matthew Pino Matthew Pino's Wells Fargo Experience September 2012 - June 2014
Job Associate Territory Manager at Olympus
Industry Medical Devices
Experience
Olympus July 2014 - Present
Wells Fargo September 2012 - June 2014
Bell Bros HVAC August 2009 - September 2012
Onestream.net May 2008 - August 2009
Downtown Brewing Co 2005 - 2008
Skills
Sales, New Business Development, Management, Customer Service, Account Management, Team Leadership, Microsoft Office, Microsoft Excel, Process Scheduler, Strategic Planning, Talent Acquisition, Budgets, Building Relationships, Training
Education
California Polytechnic State University-San Luis Obispo 2005 — 2007
BA, Finance
Olympus July 2014 - Present
Wells Fargo September 2012 - June 2014
Bell Bros HVAC August 2009 - September 2012
Onestream.net May 2008 - August 2009
Downtown Brewing Co 2005 - 2008
Skills
Sales, New Business Development, Management, Customer Service, Account Management, Team Leadership, Microsoft Office, Microsoft Excel, Process Scheduler, Strategic Planning, Talent Acquisition, Budgets, Building Relationships, Training
Education
California Polytechnic State University-San Luis Obispo 2005 — 2007
BA, Finance
Cipriani Christi Cipriani Christi's Wells Fargo Experience 1993 - 1998
Job
Industry
Experience
Data Trace 1998 - 2014
Wells Fargo 1993 - 1998
Landmark Title Company 1992 - 1993
Skills
New Business Development, Sales
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Data Trace 1998 - 2014
Wells Fargo 1993 - 1998
Landmark Title Company 1992 - 1993
Skills
New Business Development, Sales
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Shannon Satterthwaite Shannon Satterthwaite's Wells Fargo Experience October 2014 - Present
Job Regional Services Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
Wells Fargo Bank February 2013 - Present
Wells Fargo January 2013 - February 2013
Wells Fargo October 2012 - December 2012
Wells Fargo September 2012 - October 2012
Wells Fargo June 2012 - September 2012
Wells Fargo November 2011 - June 2012
Wells Fargo June 2011 - November 2011
Wells Fargo June 2010 - June 2011
Wells Fargo October 2009 - June 2010
Skills
Customer Service, Banking, Leadership Development, Finance, Team Building, Sales, Cross Selling, Retail Banking, Coaching, Branch Management, Cash Management, Employee Engagement, Microsoft Excel, Microsoft Word, Financial Analysis, Small Business Lending
Education
California Lutheran University 2012 — 2014
Master of Business Administration (MBA), Finance, General
California Lutheran University 2007 — 2010
Bachelor's degree, Business Administration
Wells Fargo October 2014 - Present
Wells Fargo Bank February 2013 - Present
Wells Fargo January 2013 - February 2013
Wells Fargo October 2012 - December 2012
Wells Fargo September 2012 - October 2012
Wells Fargo June 2012 - September 2012
Wells Fargo November 2011 - June 2012
Wells Fargo June 2011 - November 2011
Wells Fargo June 2010 - June 2011
Wells Fargo October 2009 - June 2010
Skills
Customer Service, Banking, Leadership Development, Finance, Team Building, Sales, Cross Selling, Retail Banking, Coaching, Branch Management, Cash Management, Employee Engagement, Microsoft Excel, Microsoft Word, Financial Analysis, Small Business Lending
Education
California Lutheran University 2012 — 2014
Master of Business Administration (MBA), Finance, General
California Lutheran University 2007 — 2010
Bachelor's degree, Business Administration
Brian Brauner Brian Brauner's Wells Fargo Experience July 2012 - January 2013
Job Transformation Analyst, Lean Six Sigma Green Belt
Industry Information Technology and Services
Experience
IBM April 2014 - Present
IBM June 2013 - April 2014
IBM January 2013 - June 2013
Wells Fargo July 2012 - January 2013
US Forest Service June 2009 - August 2010
Skills
Data Analysis, Microsoft Office, Leadership, Microsoft Excel, Analysis, Management, Sales, Customer Service, PowerPoint, Access, Microsoft Word, Program Management, Time Management, Project Management, Social Networking, Account Management, Team Leadership, Project Planning, Research, Spanish, Public Speaking, Financial Analysis, Report Writing, Inventory Management, Statistics, Teamwork, Outlook, Data Management, Environmental Awareness, Technical Writing, Social Media, Salesforce.com, Event Planning, Process Improvement, Lean Six Sigma, Process Excellence, Business Process..., Business Analytics
Education
University of Colorado Boulder - Leeds School of Business 2008 — 2011
Bachelor of Science (BS), Business Administration, 3.2 GPA
California Polytechnic State University-San Luis Obispo 2007 — 2008
Bachelor of Science (BS), Agribusiness/Agricultural Business Operations
Los Altos High School 2003 — 2007
IBM April 2014 - Present
IBM June 2013 - April 2014
IBM January 2013 - June 2013
Wells Fargo July 2012 - January 2013
US Forest Service June 2009 - August 2010
Skills
Data Analysis, Microsoft Office, Leadership, Microsoft Excel, Analysis, Management, Sales, Customer Service, PowerPoint, Access, Microsoft Word, Program Management, Time Management, Project Management, Social Networking, Account Management, Team Leadership, Project Planning, Research, Spanish, Public Speaking, Financial Analysis, Report Writing, Inventory Management, Statistics, Teamwork, Outlook, Data Management, Environmental Awareness, Technical Writing, Social Media, Salesforce.com, Event Planning, Process Improvement, Lean Six Sigma, Process Excellence, Business Process..., Business Analytics
Education
University of Colorado Boulder - Leeds School of Business 2008 — 2011
Bachelor of Science (BS), Business Administration, 3.2 GPA
California Polytechnic State University-San Luis Obispo 2007 — 2008
Bachelor of Science (BS), Agribusiness/Agricultural Business Operations
Los Altos High School 2003 — 2007
Cyrus Taghipour Cyrus Taghipour's Wells Fargo Experience April 2015 - Present
Job Business Banking Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2015 - Present
Wells Fargo June 2011 - April 2015
Skills
Financial Analysis, Portfolio Management, Risk Analysis, Financial Accounting, Retail Banking, Social Media Marketing, Customer Service, Social Skills, Creative..., Investments, Credit, Financial Modeling, Finance, Valuation
Education
Cal Poly San Luis Obispo 2008 — 2012
Bachelor of Science (B.S.), Business Administration, Finance
Wells Fargo April 2015 - Present
Wells Fargo June 2011 - April 2015
Skills
Financial Analysis, Portfolio Management, Risk Analysis, Financial Accounting, Retail Banking, Social Media Marketing, Customer Service, Social Skills, Creative..., Investments, Credit, Financial Modeling, Finance, Valuation
Education
Cal Poly San Luis Obispo 2008 — 2012
Bachelor of Science (B.S.), Business Administration, Finance
Heidi Stangl's Wells Fargo Experience October 2014 - Present
Job Personal Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2014 - Present
Wells Fargo September 2013 - September 2014
Associated Students, Inc.-Cal Poly San Luis Obispo March 2013 - August 2013
Rocca's Surf Shack, Morro Bay June 2012 - April 2013
Associated Students, Inc.-Cal Poly San Luis Obispo December 2011 - March 2013
Black Horse Espresso & Bakery January 2011 - November 2011
Skills
Public Speaking, Microsoft Word, Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Social Media, Community Outreach, Event Planning, Training, Public Relations, Marketing, Facebook, Project Planning, Sales
Education
Cal Poly San Luis Obispo 2009 — 2013
Bachelor of Science (BS), Business Administration
Mira Loma High School 2005 — 2009
International Baccalaureate Diploma Programme
Wells Fargo October 2014 - Present
Wells Fargo September 2013 - September 2014
Associated Students, Inc.-Cal Poly San Luis Obispo March 2013 - August 2013
Rocca's Surf Shack, Morro Bay June 2012 - April 2013
Associated Students, Inc.-Cal Poly San Luis Obispo December 2011 - March 2013
Black Horse Espresso & Bakery January 2011 - November 2011
Skills
Public Speaking, Microsoft Word, Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Social Media, Community Outreach, Event Planning, Training, Public Relations, Marketing, Facebook, Project Planning, Sales
Education
Cal Poly San Luis Obispo 2009 — 2013
Bachelor of Science (BS), Business Administration
Mira Loma High School 2005 — 2009
International Baccalaureate Diploma Programme
Aaron Hendry, MBA's Wells Fargo Experience May 2015 - Present
Job Private Banker Wells Fargo, N.A.
Industry Financial Services
Experience
Wells Fargo May 2015 - Present
A Local Broker-Dealer February 2013 - December 2014
San Luis Pension Consultants January 2002 - December 2013
Skills
Accounting, Investments, Strategic Planning, Corporate Finance, Management, Customer Service, Leadership, Marketing, Sales, Financial Analysis, Strategic Financial..., Operations Management, Microsoft Excel, Budgets, Business Planning, Portfolio Management, Financial Modeling, Financial Reporting, Public Speaking, Retirement Planning, Mutual Funds, Time Management, Team Building, General Securities..., Finance, Microsoft Office, Insurance, Marketing Strategy
Education
University of Phoenix 2009 — 2011
Masters Degree; MBA, Business Administration
California Polytechnic State University-San Luis Obispo 2002 — 2006
Bachelor of Science, Recreation Administration
Wells Fargo May 2015 - Present
A Local Broker-Dealer February 2013 - December 2014
San Luis Pension Consultants January 2002 - December 2013
Skills
Accounting, Investments, Strategic Planning, Corporate Finance, Management, Customer Service, Leadership, Marketing, Sales, Financial Analysis, Strategic Financial..., Operations Management, Microsoft Excel, Budgets, Business Planning, Portfolio Management, Financial Modeling, Financial Reporting, Public Speaking, Retirement Planning, Mutual Funds, Time Management, Team Building, General Securities..., Finance, Microsoft Office, Insurance, Marketing Strategy
Education
University of Phoenix 2009 — 2011
Masters Degree; MBA, Business Administration
California Polytechnic State University-San Luis Obispo 2002 — 2006
Bachelor of Science, Recreation Administration
Dillon Hollinger's Wells Fargo Experience March 2012 - September 2012
Job Student at Cal Poly San Luis Obispo
Industry Marketing and Advertising
Experience
Wells Fargo March 2012 - September 2012
Encina Bicycles July 2008 - May 2010
DJ BikeWorx May 2008 - January 2010
Skills
Sales, Customer Service, Marketing, Computer Proficiency, Organization, Social Media, Social Networking, Public Speaking, Leadership
Education
California Polytechnic State University-San Luis Obispo 2014 — 2016
Bachelor of Business Administration (B.B.A.), Marketing
Cuesta College 2012 — 2013
Business Administration and Management, General
Chapman University 2011 — 2012
Pre-Medicine/Pre-Medical Studies
Wells Fargo March 2012 - September 2012
Encina Bicycles July 2008 - May 2010
DJ BikeWorx May 2008 - January 2010
Skills
Sales, Customer Service, Marketing, Computer Proficiency, Organization, Social Media, Social Networking, Public Speaking, Leadership
Education
California Polytechnic State University-San Luis Obispo 2014 — 2016
Bachelor of Business Administration (B.B.A.), Marketing
Cuesta College 2012 — 2013
Business Administration and Management, General
Chapman University 2011 — 2012
Pre-Medicine/Pre-Medical Studies
Mayan Atid Mayan Atid's Wells Fargo Experience August 2009 - June 2010
Job Investment Portfolio Analyst
Industry Investment Management
Experience
Braeburn Capital February 2014 - Present
Apple Inc. September 2011 - February 2014
Apple June 2010 - September 2010
Wells Fargo August 2009 - June 2010
Skills
Mathematics, Microsoft Excel, Visual Basic, Forecasting, Matlab, Accounting, Process Improvement, Finance
Education
California Polytechnic State University-San Luis Obispo 2006 — 2011
Bachelor of Science (B.S.), Economics, Quantitative Economics (Concentration), Mathematics (Minor)
Braeburn Capital February 2014 - Present
Apple Inc. September 2011 - February 2014
Apple June 2010 - September 2010
Wells Fargo August 2009 - June 2010
Skills
Mathematics, Microsoft Excel, Visual Basic, Forecasting, Matlab, Accounting, Process Improvement, Finance
Education
California Polytechnic State University-San Luis Obispo 2006 — 2011
Bachelor of Science (B.S.), Economics, Quantitative Economics (Concentration), Mathematics (Minor)
Bari Boswell Bari Boswell's Wells Fargo Experience March 1999 - March 2007
Job Founder, Creative Director at Foresight Previz
Industry
Experience
Foresight Previz March 2014 - Present
Wells Fargo March 1999 - March 2007
Skills
Layout boards for film, Storyboards, Previsualization for..., Proof-of-concept for..., FrameForge, Film Production, Video Production, Editing, Final Cut Pro, Sound Design, Soundtrack Pro, Screenwriting, Music composing, Cakewalk Sonar, Documentaries, Photography, Photoshop, Microsoft Office
Education
De Anza College 2008 — 2010
Associate of Arts (AA), Film/Cinema/Video Studies, 3.9
California Polytechnic State University-San Luis Obispo 1989 — 1991
Master of Business Administration (MBA), Marketing, 3.7
San Jose State University 1986 — 1989
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services, 3.5
Foresight Previz March 2014 - Present
Wells Fargo March 1999 - March 2007
Skills
Layout boards for film, Storyboards, Previsualization for..., Proof-of-concept for..., FrameForge, Film Production, Video Production, Editing, Final Cut Pro, Sound Design, Soundtrack Pro, Screenwriting, Music composing, Cakewalk Sonar, Documentaries, Photography, Photoshop, Microsoft Office
Education
De Anza College 2008 — 2010
Associate of Arts (AA), Film/Cinema/Video Studies, 3.9
California Polytechnic State University-San Luis Obispo 1989 — 1991
Master of Business Administration (MBA), Marketing, 3.7
San Jose State University 1986 — 1989
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services, 3.5
Andrew Winter, Ph.D.'s Wells Fargo Experience January 2006 - January 2008
Job MultiIndustry Senior Executive, Consultant, and Business Leader
Industry Management Consulting
Experience
Precipio, LLC January 2000 - Present
Accenture January 2008 - April 2009
George Group February 2007 - April 2009
Wells Fargo January 2006 - January 2008
LLNL / UC January 2003 - January 2006
Spectra-Physics Lasers July 2000 - November 2001
INEL June 1996 - July 2000
California Polytechnic State University January 1993 - December 1995
Skills
Executive Leadership,..., Enterprise Portfolio..., Process Performance..., Metrics Development, Operating Model Design, Operations Strategy, Management Consulting, Leadership, Strategy, Operating Models, Operational Strategy, Six Sigma, Program Management, Process Improvement, Business Process, Management, Strategic Planning, Project Portfolio..., Business Process..., Cross-functional Team..., Lean Manufacturing, Training, Continuous Improvement, Manufacturing, Mergers, Project Management, Mergers & Acquisitions
Education
George Group Academy Engagement Director 2008 — 2008
Engagement Director, Lean Six Sigma Engagement Management
George Group Academy MBB Trainer 2008 — 2008
MBB Trainer, Lean Six Sigma
Sigma Pro, Inc. 2005 — 2005
Certified DFSS LEAN Master Black Belt, LEAN Six Sigma
American Society for Quality and The Six Sigma Academy 2000 — 2000
Certified LEAN Six Sigma Black Belt, LEAN Six Sigma Breakthrough Methodology
Colorado School of Mines 1996 — 1999
Ph.D., Materials Science and Engineering
California Polytechnic State University-San Luis Obispo 1991 — 1995
B.S., Materials Engineering
Precipio, LLC January 2000 - Present
Accenture January 2008 - April 2009
George Group February 2007 - April 2009
Wells Fargo January 2006 - January 2008
LLNL / UC January 2003 - January 2006
Spectra-Physics Lasers July 2000 - November 2001
INEL June 1996 - July 2000
California Polytechnic State University January 1993 - December 1995
Skills
Executive Leadership,..., Enterprise Portfolio..., Process Performance..., Metrics Development, Operating Model Design, Operations Strategy, Management Consulting, Leadership, Strategy, Operating Models, Operational Strategy, Six Sigma, Program Management, Process Improvement, Business Process, Management, Strategic Planning, Project Portfolio..., Business Process..., Cross-functional Team..., Lean Manufacturing, Training, Continuous Improvement, Manufacturing, Mergers, Project Management, Mergers & Acquisitions
Education
George Group Academy Engagement Director 2008 — 2008
Engagement Director, Lean Six Sigma Engagement Management
George Group Academy MBB Trainer 2008 — 2008
MBB Trainer, Lean Six Sigma
Sigma Pro, Inc. 2005 — 2005
Certified DFSS LEAN Master Black Belt, LEAN Six Sigma
American Society for Quality and The Six Sigma Academy 2000 — 2000
Certified LEAN Six Sigma Black Belt, LEAN Six Sigma Breakthrough Methodology
Colorado School of Mines 1996 — 1999
Ph.D., Materials Science and Engineering
California Polytechnic State University-San Luis Obispo 1991 — 1995
B.S., Materials Engineering
Elizabeth Lindsey's Wells Fargo Experience June 2013 - August 2013
Job Digital Marketing Website Coordinator at CoreLogic
Industry Marketing and Advertising
Experience
CoreLogic September 2014 - Present
Cal Poly Panhellenic Executive Council November 2012 - December 2013
Wells Fargo June 2013 - August 2013
Mitek Systems Inc. December 2012 - January 2013
Kappa Alpha Theta January 2012 - December 2012
Mitek Systems Inc. July 2012 - August 2012
Skills
Public Speaking, Social Media, Leadership, Integrated Marketing, Eloqua, SEO, CrownPeak Content..., Special Events..., HTML, Management, Microsoft Office, Strategy, Photoshop, Time Management, Customer Service, Teamwork
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Science (BS), Business Administration, Marketing
CoreLogic September 2014 - Present
Cal Poly Panhellenic Executive Council November 2012 - December 2013
Wells Fargo June 2013 - August 2013
Mitek Systems Inc. December 2012 - January 2013
Kappa Alpha Theta January 2012 - December 2012
Mitek Systems Inc. July 2012 - August 2012
Skills
Public Speaking, Social Media, Leadership, Integrated Marketing, Eloqua, SEO, CrownPeak Content..., Special Events..., HTML, Management, Microsoft Office, Strategy, Photoshop, Time Management, Customer Service, Teamwork
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Science (BS), Business Administration, Marketing
Christiana Guillen Christiana Guillen's Wells Fargo Experience May 2011 - May 2013
Job Data Technician at Escondido High School District
Industry Recreational Facilities and Services
Experience
Escondido High School District August 2014 - Present
Yuma Union High School District December 2013 - June 2014
Yuma Union High School District October 2013 - November 2013
Girls Inc. June 2013 - September 2013
Wells Fargo May 2011 - May 2013
Knott's Berry Farm Soak City June 2008 - July 2008
Lighthouse Mortgage & Real Estate September 2007 - June 2008
Skills
Customer Service, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Risk Management, Sales, Leadership, Team Leadership, Credit, Fundraising, Social Media, Event Planning, Teamwork, Leadership Development, Educational Technology, Training, Troubleshooting, Windows, Mac OS, Hardware Support, Loans
Education
Cal Poly San Luis Obispo 2009 — 2013
Recreation Parks and Tourism Administration, Parks, Recreation, & Tourism Administration
Saint Paul High School 2005 — 2009
High School Diploma
Escondido High School District August 2014 - Present
Yuma Union High School District December 2013 - June 2014
Yuma Union High School District October 2013 - November 2013
Girls Inc. June 2013 - September 2013
Wells Fargo May 2011 - May 2013
Knott's Berry Farm Soak City June 2008 - July 2008
Lighthouse Mortgage & Real Estate September 2007 - June 2008
Skills
Customer Service, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Risk Management, Sales, Leadership, Team Leadership, Credit, Fundraising, Social Media, Event Planning, Teamwork, Leadership Development, Educational Technology, Training, Troubleshooting, Windows, Mac OS, Hardware Support, Loans
Education
Cal Poly San Luis Obispo 2009 — 2013
Recreation Parks and Tourism Administration, Parks, Recreation, & Tourism Administration
Saint Paul High School 2005 — 2009
High School Diploma
Erik Roze's Wells Fargo Experience September 2006 - May 2008
Job Master Representative at ITT Technical Institute
Industry Higher Education
Experience
ITT Technical Institute March 2009 - Present
Wells Fargo September 2006 - May 2008
Genisys Financial 2005 - 2006
Enterprise Rent-A-Car 2002 - 2004
Skills
Resume Writing, Customer Service, Microsoft Office, Microsoft Word, Public Speaking, PowerPoint, Training, Staff Development, Windows 7, Recruiting, Data Entry, Higher Education, Leadership, System Administration, Microsoft Excel, Leadership Development, Access, Event Planning, Outlook, Critical Thinking, Team Building, Social Networking, Fundraising, Marketing
Education
California Polytechnic State University-San Luis Obispo 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Business Administration
ITT Technical Institute March 2009 - Present
Wells Fargo September 2006 - May 2008
Genisys Financial 2005 - 2006
Enterprise Rent-A-Car 2002 - 2004
Skills
Resume Writing, Customer Service, Microsoft Office, Microsoft Word, Public Speaking, PowerPoint, Training, Staff Development, Windows 7, Recruiting, Data Entry, Higher Education, Leadership, System Administration, Microsoft Excel, Leadership Development, Access, Event Planning, Outlook, Critical Thinking, Team Building, Social Networking, Fundraising, Marketing
Education
California Polytechnic State University-San Luis Obispo 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Business Administration
Daylon Phillips Daylon Phillips's Wells Fargo Experience September 2001 - March 2003
Job Insurance Professional
Industry Insurance
Experience
SchoolsFirst Federal Credit Union January 2013 - Present
JPMorgan Chase Bank September 2010 - May 2012
JPMorgan Chase 2010 - 2012
Bank of America January 2010 - August 2010
Bank of America January 2007 - December 2009
Bank of America May 2006 - December 2006
US Bank September 2005 - May 2006
PFF Bank and Trust November 2004 - September 2005
Citibank March 2003 - November 2004
Wells Fargo September 2001 - March 2003
Skills
Management, Leadership, Training, Recruiting, Business Development, Banking, Team Leadership, Analysis, Sales, Customer Satisfaction, Finance, Marketing, Coaching
Education
California Maritime Academy 1995 — 2000
B.S, Facilities Engineering Technology
SchoolsFirst Federal Credit Union January 2013 - Present
JPMorgan Chase Bank September 2010 - May 2012
JPMorgan Chase 2010 - 2012
Bank of America January 2010 - August 2010
Bank of America January 2007 - December 2009
Bank of America May 2006 - December 2006
US Bank September 2005 - May 2006
PFF Bank and Trust November 2004 - September 2005
Citibank March 2003 - November 2004
Wells Fargo September 2001 - March 2003
Skills
Management, Leadership, Training, Recruiting, Business Development, Banking, Team Leadership, Analysis, Sales, Customer Satisfaction, Finance, Marketing, Coaching
Education
California Maritime Academy 1995 — 2000
B.S, Facilities Engineering Technology
Glenn Ecalne's Wells Fargo Experience February 2000 - October 2007
Job Area Leader Restoration Hardware
Industry Logistics and Supply Chain
Experience
Restoration Hardware July 2015 - Present
Home Depot Supply Chain June 2014 - Present
Amazon May 2013 - May 2014
Home Depot Supply Chain November 2009 - May 2013
Kohl's Distribution November 2008 - November 2009
Wells Fargo February 2000 - October 2007
Skills
Teamwork, Organizational..., Project Management, Inventory Management, Training, Leadership, Team Building, Process Improvement, Management, Logistics, Employee Relations, Customer Service, Operations Management, PowerPoint, Microsoft Excel, Inventory Control
Education
California State University-Hayward 2001 — 2002
Bachelor's of Science, Management
California Polytechnic State University-San Luis Obispo 1996 — 2000
Business Administration, Management and Operations
Restoration Hardware July 2015 - Present
Home Depot Supply Chain June 2014 - Present
Amazon May 2013 - May 2014
Home Depot Supply Chain November 2009 - May 2013
Kohl's Distribution November 2008 - November 2009
Wells Fargo February 2000 - October 2007
Skills
Teamwork, Organizational..., Project Management, Inventory Management, Training, Leadership, Team Building, Process Improvement, Management, Logistics, Employee Relations, Customer Service, Operations Management, PowerPoint, Microsoft Excel, Inventory Control
Education
California State University-Hayward 2001 — 2002
Bachelor's of Science, Management
California Polytechnic State University-San Luis Obispo 1996 — 2000
Business Administration, Management and Operations
Sara Schack Sara Schack's Wells Fargo Experience February 2013 - Present
Job Lead Teller Wells Fargo
Industry Banking
Experience
Wells Fargo February 2013 - Present
Temple Beth El September 2013 - November 2014
City of Atascadero September 2011 - June 2012
Congregation Beth David November 2010 - June 2012
City of Rancho Santa Margarita August 2010 - September 2010
Congregation Eilat September 2002 - June 2009
Quick Fix May 2006 - May 2007
Skills
Sketching, SketchUp, GIS, Photoshop, InDesign, Illustrator, AutoCAD, Microsoft Office, Architectural Drafting, Photography, Gimp, CEQA, Report Writing, Brochure Writing, Design Specifications, PowerPoint, Adobe Creative Suite, Zoning, Microsoft Excel, Time Management, Outlook
Education
California Polytechnic State University-San Luis Obispo 2009 — 2012
BS, City and Regional Planning
Saddleback College 2006 — 2009
AA, Liberal Arts
Wells Fargo February 2013 - Present
Temple Beth El September 2013 - November 2014
City of Atascadero September 2011 - June 2012
Congregation Beth David November 2010 - June 2012
City of Rancho Santa Margarita August 2010 - September 2010
Congregation Eilat September 2002 - June 2009
Quick Fix May 2006 - May 2007
Skills
Sketching, SketchUp, GIS, Photoshop, InDesign, Illustrator, AutoCAD, Microsoft Office, Architectural Drafting, Photography, Gimp, CEQA, Report Writing, Brochure Writing, Design Specifications, PowerPoint, Adobe Creative Suite, Zoning, Microsoft Excel, Time Management, Outlook
Education
California Polytechnic State University-San Luis Obispo 2009 — 2012
BS, City and Regional Planning
Saddleback College 2006 — 2009
AA, Liberal Arts
Salina Almaoui, MBA Salina Almaoui, MBA's Wells Fargo Experience 2005 - 2008
Job Director of Marketing Strategy
Industry Financial Services
Experience
AIG July 2015 - Present
Jackson April 2014 - November 2014
MetLife August 2013 - April 2014
AIG May 2011 - August 2013
J.P. Morgan - Chase 2010 - 2011
ASFM Global 2008 - 2010
Wells Fargo 2005 - 2008
Skills
Mutual Funds, Wealth Management, Portfolio Management, Variable Annuities, Personal Financial..., Product Marketing, Email Marketing, Seminars, New Business Development, Business Development, Management, Strategy, Competitive Analysis, Banking, Relationship Management, Fixed Annuities, Marketing, Market Planning, Finance
Education
University of California, Los Angeles 2012 — 2014
PFP/CFP Certificate, Financial Planning and Services
California Lutheran University 2005 — 2007
MBA, Marketing
California State University-Northridge 2003 — 2005
BS, International Business
California State University-Northridge 2003 — 2005
BS, Finance
AIG July 2015 - Present
Jackson April 2014 - November 2014
MetLife August 2013 - April 2014
AIG May 2011 - August 2013
J.P. Morgan - Chase 2010 - 2011
ASFM Global 2008 - 2010
Wells Fargo 2005 - 2008
Skills
Mutual Funds, Wealth Management, Portfolio Management, Variable Annuities, Personal Financial..., Product Marketing, Email Marketing, Seminars, New Business Development, Business Development, Management, Strategy, Competitive Analysis, Banking, Relationship Management, Fixed Annuities, Marketing, Market Planning, Finance
Education
University of California, Los Angeles 2012 — 2014
PFP/CFP Certificate, Financial Planning and Services
California Lutheran University 2005 — 2007
MBA, Marketing
California State University-Northridge 2003 — 2005
BS, International Business
California State University-Northridge 2003 — 2005
BS, Finance
Chris Frothinger Chris Frothinger's Wells Fargo Experience January 1999 - June 1999
Job Founder FurtherFit
Industry Health, Wellness and Fitness
Experience
FurtherFit January 2013 - Present
P-Town Book Sales 2014 - 2015
P-Town Book Sales 2014 - 2015
InfoCentricity February 2000 - April 2012
Wells Fargo January 1999 - June 1999
Epiphany August 1998 - January 1999
Charles Schwab 1997 - 1998
NationsBank 1994 - 1997
Fair Isaac December 1991 - August 1994
Skills
Predictive Analytics, Analytics, Data Analysis, Product Development, Statistics, Software Development, Predictive Modeling, Business Intelligence, Risk Management, Business Analytics, Data Mining, SaaS, Database Marketing, Marketing Analytics, Marketing, Strategy, Segmentation, CRM, Fitness, Cycling, Running, Swimming, Entrepreneurship, Analysis, Management, Product Management, Leadership, Multi-channel Marketing, Customer Acquisition, SAS, Enterprise Software, Customer Analysis, Big Data, Consulting, Marketing Strategy, Strategic Planning
Education
California Polytechnic State University-San Luis Obispo 1989 — 1991
BS
Santa Rosa Junior College 1987 — 1989
FurtherFit January 2013 - Present
P-Town Book Sales 2014 - 2015
P-Town Book Sales 2014 - 2015
InfoCentricity February 2000 - April 2012
Wells Fargo January 1999 - June 1999
Epiphany August 1998 - January 1999
Charles Schwab 1997 - 1998
NationsBank 1994 - 1997
Fair Isaac December 1991 - August 1994
Skills
Predictive Analytics, Analytics, Data Analysis, Product Development, Statistics, Software Development, Predictive Modeling, Business Intelligence, Risk Management, Business Analytics, Data Mining, SaaS, Database Marketing, Marketing Analytics, Marketing, Strategy, Segmentation, CRM, Fitness, Cycling, Running, Swimming, Entrepreneurship, Analysis, Management, Product Management, Leadership, Multi-channel Marketing, Customer Acquisition, SAS, Enterprise Software, Customer Analysis, Big Data, Consulting, Marketing Strategy, Strategic Planning
Education
California Polytechnic State University-San Luis Obispo 1989 — 1991
BS
Santa Rosa Junior College 1987 — 1989
Brad Boland Brad Boland's Wells Fargo Experience July 2008 - May 2009
Job Planner 1Zoning Specialist at Clear Creek County
Industry Architecture & Planning
Experience
Clear Creek County May 2014 - Present
Fun-kins Limited February 2011 - Present
Town of Castle Rock May 2013 - May 2014
Wells Fargo July 2008 - May 2009
Wells Fargo November 2007 - July 2008
Skills
Microsoft Office, ArcGIS, SketchUp, InDesign, Grant Writing, Community Outreach, Communuty Visioning, Zoning, Economic Development, Sustainability, Community Development, Urban Planning, Transportation Planning
Education
University of Colorado at Denver 2012 — 2013
Master's degree, Urban and Regional Planning
University of Colorado at Denver 2011 — 2012
Bachelor of Arts (B.A.), Geography
Cal Poly San Luis Obispo 2000 — 2005
Aerospace, Aeronautical and Astronautical Engineering
Clear Creek County May 2014 - Present
Fun-kins Limited February 2011 - Present
Town of Castle Rock May 2013 - May 2014
Wells Fargo July 2008 - May 2009
Wells Fargo November 2007 - July 2008
Skills
Microsoft Office, ArcGIS, SketchUp, InDesign, Grant Writing, Community Outreach, Communuty Visioning, Zoning, Economic Development, Sustainability, Community Development, Urban Planning, Transportation Planning
Education
University of Colorado at Denver 2012 — 2013
Master's degree, Urban and Regional Planning
University of Colorado at Denver 2011 — 2012
Bachelor of Arts (B.A.), Geography
Cal Poly San Luis Obispo 2000 — 2005
Aerospace, Aeronautical and Astronautical Engineering
christine choi christine choi's Wells Fargo Experience April 2000 - January 2008
Job Wealth Management Banker at Merrill Lynch
Industry Banking
Experience
Merrill Lynch January 2008 - Present
Wells Fargo April 2000 - January 2008
Wells Fargo 1998 - April 2000
Wells Fargo November 1997 - December 1998
Wells Fargo June 1996 - November 1997
Skills
Banking, Mortgage Lending, Credit, Loans, Loan Origination, Mortgage Banking, Consumer Lending, Portfolio Management, Retail Banking, Wealth Management, Private Banking, Series 7, Cash Management, Series 63, Customer Service, Customer Retention, Customer Experience, Customer Satisfaction, Long-term Customer..., Customer Engagement
Education
California Polytechnic State University-San Luis Obispo 1991 — 1996
Bachelor of Business Administration (B.B.A.), Marketing
Merrill Lynch January 2008 - Present
Wells Fargo April 2000 - January 2008
Wells Fargo 1998 - April 2000
Wells Fargo November 1997 - December 1998
Wells Fargo June 1996 - November 1997
Skills
Banking, Mortgage Lending, Credit, Loans, Loan Origination, Mortgage Banking, Consumer Lending, Portfolio Management, Retail Banking, Wealth Management, Private Banking, Series 7, Cash Management, Series 63, Customer Service, Customer Retention, Customer Experience, Customer Satisfaction, Long-term Customer..., Customer Engagement
Education
California Polytechnic State University-San Luis Obispo 1991 — 1996
Bachelor of Business Administration (B.B.A.), Marketing
Gary Kawano Gary Kawano's Wells Fargo Experience February 2010 - October 2012
Job Mortgage Banker NMLS 455499 7608091597
Industry Banking
Experience
A division of LeaderOne Financial Corporation November 2014 - Present
Citi February 2014 - Present
EverBank April 2013 - February 2014
AmeriFirst Financial, Inc. November 2012 - April 2013
Wells Fargo February 2010 - October 2012
North County Home Loans, Inc March 1998 - February 2010
Skills
Mortgage Lending, Mortgage Banking, FHA, Loan Origination, Home Equity Lines of..., Refinance, FHA financing, USDA, Residential Mortgages, Loans, Loss Mitigation, Small Business Lending, Debt Consolidation, Credit, REO, Short Sales, Banking, Real Estate, Foreclosures, Loan Servicing, Investment Properties, Residential Homes, Finance, Referrals, Home Equity Loans, VA loans, Reverse Mortgages, Real Estate Financing, Construction Loans, Commercial Mortgages, Certified Mortgage..., Underwriting, First Time Home Buyers, Real Estate Economics, Credit Analysis, Commercial Lending, Sales, Investments, Financial Structuring, Government Loans, Investors, Funding, HUD, Real Estate Transactions, Mortgage Underwriting, Commercial Real Estate, Brokerage, Mortgage Marketing, Lines Of Credit, Consumer Lending
Education
California Polytechnic State University-San Luis Obispo 1990 — 1994
BS, Real Estate Finance
Vista High School, Vista CA 1986 — 1989
A division of LeaderOne Financial Corporation November 2014 - Present
Citi February 2014 - Present
EverBank April 2013 - February 2014
AmeriFirst Financial, Inc. November 2012 - April 2013
Wells Fargo February 2010 - October 2012
North County Home Loans, Inc March 1998 - February 2010
Skills
Mortgage Lending, Mortgage Banking, FHA, Loan Origination, Home Equity Lines of..., Refinance, FHA financing, USDA, Residential Mortgages, Loans, Loss Mitigation, Small Business Lending, Debt Consolidation, Credit, REO, Short Sales, Banking, Real Estate, Foreclosures, Loan Servicing, Investment Properties, Residential Homes, Finance, Referrals, Home Equity Loans, VA loans, Reverse Mortgages, Real Estate Financing, Construction Loans, Commercial Mortgages, Certified Mortgage..., Underwriting, First Time Home Buyers, Real Estate Economics, Credit Analysis, Commercial Lending, Sales, Investments, Financial Structuring, Government Loans, Investors, Funding, HUD, Real Estate Transactions, Mortgage Underwriting, Commercial Real Estate, Brokerage, Mortgage Marketing, Lines Of Credit, Consumer Lending
Education
California Polytechnic State University-San Luis Obispo 1990 — 1994
BS, Real Estate Finance
Vista High School, Vista CA 1986 — 1989
Rachel Nelson's Wells Fargo Experience August 2014 - Present
Job Financial Analyst at Wells Fargo Commercial Bank
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
The Real Estate Group, Inc. October 2011 - June 2014
Wells Fargo June 2013 - August 2013
Los Altos Pharmacy: "The Compounding Center" June 2009 - August 2011
Skills
Real Estate, Listings, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Time Management, Microsoft Excel, Financial Modeling, Economics, Economic Modeling, Marketing Strategy, Leadership, Finance, Data Analysis, Sales, Banking
Education
Universitat de Barcelona 2014 — 2014
Spanish
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Science (BS), Economics, Junior
Wells Fargo August 2014 - Present
The Real Estate Group, Inc. October 2011 - June 2014
Wells Fargo June 2013 - August 2013
Los Altos Pharmacy: "The Compounding Center" June 2009 - August 2011
Skills
Real Estate, Listings, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Time Management, Microsoft Excel, Financial Modeling, Economics, Economic Modeling, Marketing Strategy, Leadership, Finance, Data Analysis, Sales, Banking
Education
Universitat de Barcelona 2014 — 2014
Spanish
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Science (BS), Economics, Junior
Michele Remsing Michele Remsing's Wells Fargo Experience June 1991 - May 1992
Job Senior Director at Genesys
Industry Telecommunications
Experience
Genesys July 2013 - Present
Genesys August 2012 - Present
Genesys June 2009 - August 2012
Genesys October 2008 - November 2009
Genesys February 2007 - September 2008
Genesys February 2003 - February 2007
Genesys September 2000 - February 2003
Quality Call Solutions January 1997 - September 2000
Household Credit Services, Inc. USA August 1992 - September 1996
Wells Fargo June 1991 - May 1992
Skills
IVR, Program Management, CTI, Genesys, Enterprise Software, Contact Centers, Integration, Cloud Computing, CRM, Cross-functional Team...
Education
California Polytechnic State University-San Luis Obispo 1986 — 1991
BS
Genesys July 2013 - Present
Genesys August 2012 - Present
Genesys June 2009 - August 2012
Genesys October 2008 - November 2009
Genesys February 2007 - September 2008
Genesys February 2003 - February 2007
Genesys September 2000 - February 2003
Quality Call Solutions January 1997 - September 2000
Household Credit Services, Inc. USA August 1992 - September 1996
Wells Fargo June 1991 - May 1992
Skills
IVR, Program Management, CTI, Genesys, Enterprise Software, Contact Centers, Integration, Cloud Computing, CRM, Cross-functional Team...
Education
California Polytechnic State University-San Luis Obispo 1986 — 1991
BS
FRANCO CONSOLACION FRANCO CONSOLACION's Wells Fargo Experience August 2014 - February 2015
Job Solutions Consultant at Camstar Systems, a Siemens Business
Industry Information Technology and Services
Experience
Wells Fargo August 2014 - February 2015
Abbott Vascular Laboratories October 2012 - March 2014
Goodwin Procter LLP July 2012 - October 2012
Sutter Hospitals May 2012 - June 2012
Chevron October 2010 - November 2011
Chevron September 2008 - August 2009
Anthem Blue Cross November 2007 - July 2008
QUALITY HOME LOANS April 2006 - August 2007
GOASKMORTY.COM November 2005 - April 2006
Baxter BioScience November 2004 - November 2005
Skills
Troubleshooting, Software Documentation, Quality Assurance, Visio, Project Management, Security, Networking, Technical Support, Hardware Support, Testing, Disaster Recovery, Leadership, Access, Databases, Management, Requirements Analysis, Business Intelligence, XP, Vendor Management, SharePoint, Help Desk Support, System Administration, Analysis, IT Management, Laptops, Mobile Devices, Windows XP, Servers, System Deployment, Integration, Windows 7, IT Operations, Hardware, Active Directory, Operating Systems
Education
Landmark Education 2011 — 2012
California Polytechnic State University-San Luis Obispo
Bachelors of Science, Electronic Engineering
Pinole Valley High School
Wells Fargo August 2014 - February 2015
Abbott Vascular Laboratories October 2012 - March 2014
Goodwin Procter LLP July 2012 - October 2012
Sutter Hospitals May 2012 - June 2012
Chevron October 2010 - November 2011
Chevron September 2008 - August 2009
Anthem Blue Cross November 2007 - July 2008
QUALITY HOME LOANS April 2006 - August 2007
GOASKMORTY.COM November 2005 - April 2006
Baxter BioScience November 2004 - November 2005
Skills
Troubleshooting, Software Documentation, Quality Assurance, Visio, Project Management, Security, Networking, Technical Support, Hardware Support, Testing, Disaster Recovery, Leadership, Access, Databases, Management, Requirements Analysis, Business Intelligence, XP, Vendor Management, SharePoint, Help Desk Support, System Administration, Analysis, IT Management, Laptops, Mobile Devices, Windows XP, Servers, System Deployment, Integration, Windows 7, IT Operations, Hardware, Active Directory, Operating Systems
Education
Landmark Education 2011 — 2012
California Polytechnic State University-San Luis Obispo
Bachelors of Science, Electronic Engineering
Pinole Valley High School
David Ometer David Ometer's Wells Fargo Experience June 2013 - August 2013
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan August 2014 - Present
Wells Fargo June 2013 - August 2013
Stifel Financial Corp. June 2012 - August 2013
California Polytechnic State University April 2012 - June 2012
California Polytechnic State University January 2012 - March 2012
United States Soccer Federation June 2006 - August 2011
Skills
Financial Analysis, Analysis, PowerPoint, Finance, Microsoft Excel, Microsoft Office, Minitab, Valuation, Management, Matlab, Gauss, Investments, Equities, Corporate Finance, Portfolio Management
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Science (BS), Business Finance
Universitat Autònoma de Barcelona 2012 — 2012
Business
Bellarmine College Preparatory 2006 — 2010
High School Diploma
J.P. Morgan August 2014 - Present
Wells Fargo June 2013 - August 2013
Stifel Financial Corp. June 2012 - August 2013
California Polytechnic State University April 2012 - June 2012
California Polytechnic State University January 2012 - March 2012
United States Soccer Federation June 2006 - August 2011
Skills
Financial Analysis, Analysis, PowerPoint, Finance, Microsoft Excel, Microsoft Office, Minitab, Valuation, Management, Matlab, Gauss, Investments, Equities, Corporate Finance, Portfolio Management
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Science (BS), Business Finance
Universitat Autònoma de Barcelona 2012 — 2012
Business
Bellarmine College Preparatory 2006 — 2010
High School Diploma
Jackie Sung Jackie Sung's Wells Fargo Experience June 2012 - Present
Job Senior Vice President, Managing Counsel at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2012 - Present
Wells Fargo May 2001 - June 2012
Steefel, Levitt & Weiss March 1998 - May 2001
Berman, Berkley & Laskey October 1997 - March 1998
UB Networks, Inc. (acquired by Alcatel) November 1992 - August 1994
Skills
Employment Law, Legal Advice, FINRA, Litigation, Management
Education
University of California, Hastings College of the Law 1994 — 1997
JD, Law
Cal Poly San Luis Obispo 1988 — 1992
BS, Business
Wells Fargo June 2012 - Present
Wells Fargo May 2001 - June 2012
Steefel, Levitt & Weiss March 1998 - May 2001
Berman, Berkley & Laskey October 1997 - March 1998
UB Networks, Inc. (acquired by Alcatel) November 1992 - August 1994
Skills
Employment Law, Legal Advice, FINRA, Litigation, Management
Education
University of California, Hastings College of the Law 1994 — 1997
JD, Law
Cal Poly San Luis Obispo 1988 — 1992
BS, Business
Albert Llavore Albert Llavore's Wells Fargo Experience May 2005 - December 2007
Job
Industry Computer Software
Experience
PLAE (www.goplae.com) February 2014 - Present
NetBase Solutions, Inc. April 2013 - February 2014
NetBase Solutions, Inc. December 2007 - April 2013
Wells Fargo May 2005 - December 2007
Skills
Agile Methodologies, Software Quality..., Test Planning, Regression Testing, AngularJS, Amazon Web Services..., LAMP, Git, JavaScript, Java, HTML, Responsive Web Design, CSS, PHP, JUnit, Software Development, Web Applications, REST, Web Services, JIRA, JSON, Functional Testing, Apache, E-commerce, Bootstrap
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
BS
PLAE (www.goplae.com) February 2014 - Present
NetBase Solutions, Inc. April 2013 - February 2014
NetBase Solutions, Inc. December 2007 - April 2013
Wells Fargo May 2005 - December 2007
Skills
Agile Methodologies, Software Quality..., Test Planning, Regression Testing, AngularJS, Amazon Web Services..., LAMP, Git, JavaScript, Java, HTML, Responsive Web Design, CSS, PHP, JUnit, Software Development, Web Applications, REST, Web Services, JIRA, JSON, Functional Testing, Apache, E-commerce, Bootstrap
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
BS
J. Chase Janvrin J. Chase Janvrin's Wells Fargo Experience April 2014 - Present
Job Vice President Business Banking at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2014 - Present
Starwood Waypoint Residential Trust (SWAY) January 2014 - April 2014
Waypoint Homes January 2013 - January 2014
Waypoint Homes March 2012 - January 2013
McKinley Capital Partners April 2011 - March 2012
Cal Poly State University August 2009 - June 2010
2006-2009General Electric Corporation August 2006 - March 2009
2005-2006Charles Schwab Corporation August 2005 - July 2006
Watterson Construction and VECO Alaska January 1997 - January 2004
Skills
Sales, Strategy, Business Development, New Business Development, Leadership, Management, Training, Analytics, Start-ups, Real Estate, Marketing, Investments, Strategic Planning, Analysis, Financial Analysis, Portfolio Management, Team Building, Risk Management, Entrepreneurship, Mergers & Acquisitions, Finance, Customer Service
Education
California Polytechnic State University-San Luis Obispo 2009 — 2010
MBA, Business Administration
The University of Montana 1999 — 2002
B.S. Business Administration, Focuses in Finance, and Entrepreneurial Strategy
Wells Fargo April 2014 - Present
Starwood Waypoint Residential Trust (SWAY) January 2014 - April 2014
Waypoint Homes January 2013 - January 2014
Waypoint Homes March 2012 - January 2013
McKinley Capital Partners April 2011 - March 2012
Cal Poly State University August 2009 - June 2010
2006-2009General Electric Corporation August 2006 - March 2009
2005-2006Charles Schwab Corporation August 2005 - July 2006
Watterson Construction and VECO Alaska January 1997 - January 2004
Skills
Sales, Strategy, Business Development, New Business Development, Leadership, Management, Training, Analytics, Start-ups, Real Estate, Marketing, Investments, Strategic Planning, Analysis, Financial Analysis, Portfolio Management, Team Building, Risk Management, Entrepreneurship, Mergers & Acquisitions, Finance, Customer Service
Education
California Polytechnic State University-San Luis Obispo 2009 — 2010
MBA, Business Administration
The University of Montana 1999 — 2002
B.S. Business Administration, Focuses in Finance, and Entrepreneurial Strategy
Bob Griffin Bob Griffin's Wells Fargo Experience 2004 - 2008
Job SVP Regional Chief Investment Officer at Comerica Bank
Industry Capital Markets
Experience
Comerica Bank September 2010 - Present
Wells Fargo Private Bank 2008 - September 2010
Make a Wish Foundation - Greater Bay Region August 2007 - September 2010
Wells Fargo 2004 - 2008
Bank of America 2001 - 2004
Skills
Asset Management, Investments, Portfolio Management, Equities, Wealth Management, Asset Allocation, Series 7, Hedge Funds, Strategic Planning, Sales Management, Securities, Alternative Investments, Trading, Real Estate, Due Diligence, Asset Managment, Strategic Financial...
Education
Golden Gate University 1994 — 1997
MBA, Finance
California Polytechnic State University-San Luis Obispo 1980 — 1984
BS, Economics
Comerica Bank September 2010 - Present
Wells Fargo Private Bank 2008 - September 2010
Make a Wish Foundation - Greater Bay Region August 2007 - September 2010
Wells Fargo 2004 - 2008
Bank of America 2001 - 2004
Skills
Asset Management, Investments, Portfolio Management, Equities, Wealth Management, Asset Allocation, Series 7, Hedge Funds, Strategic Planning, Sales Management, Securities, Alternative Investments, Trading, Real Estate, Due Diligence, Asset Managment, Strategic Financial...
Education
Golden Gate University 1994 — 1997
MBA, Finance
California Polytechnic State University-San Luis Obispo 1980 — 1984
BS, Economics
Alan Belanger Alan Belanger's Wells Fargo Experience February 2009 - April 2009
Job Senior Consultant Compute/Network/Storage/Virtualization, Architect and Engineer
Industry Information Technology and Services
Experience
Independent Professional Services Consultant January 2015 - Present
Cisco Systems February 2012 - January 2015
CenturyLink Technology Solutions (formerly Savvis) June 2011 - February 2012
Agilysys April 2009 - June 2011
NetApp June 2006 - May 2009
Wells Fargo February 2009 - April 2009
BNY Mellon September 2004 - May 2006
Charles Schwab June 2001 - July 2004
Tradeworx July 1999 - July 2001
Morgan Stanley June 1996 - July 1999
Skills
Virtualization, SAN, Data Center, Storage, Solaris, Disaster Recovery, Storage Area Networks, VMware, Operating Systems, NAS, Servers, Unix, NetApp, Cisco Technologies, Linux, Cloud Computing, Red Hat Linux, Firewalls, HP, Infrastructure, Storage Solutions, VMware ESX, Windows Server, System Administration, Enterprise Architecture, AIX, Enterprise Software, High Availability, Enterprise Storage, Troubleshooting, Storage Virtualization, Brocade, vSphere, VPN, Fibre Channel, iSCSI, NFS, VDI, WAN, HDS Storage, Ceph, Cisco IOS, NX-OS, ACI, Openstack, L2/L3 Ethernet/IP..., EIGRP, OSPF, IS-IS, MPLS, Cisco DWDM/ONS, Data Centre Architecture, Hitachi Data Systems..., FalconStor, Brocade Certified...
Education
California Polytechnic State University-San Luis Obispo
Electrical Engineering
California State University-Long Beach
Computer Science and Computer Engineering
Independent Professional Services Consultant January 2015 - Present
Cisco Systems February 2012 - January 2015
CenturyLink Technology Solutions (formerly Savvis) June 2011 - February 2012
Agilysys April 2009 - June 2011
NetApp June 2006 - May 2009
Wells Fargo February 2009 - April 2009
BNY Mellon September 2004 - May 2006
Charles Schwab June 2001 - July 2004
Tradeworx July 1999 - July 2001
Morgan Stanley June 1996 - July 1999
Skills
Virtualization, SAN, Data Center, Storage, Solaris, Disaster Recovery, Storage Area Networks, VMware, Operating Systems, NAS, Servers, Unix, NetApp, Cisco Technologies, Linux, Cloud Computing, Red Hat Linux, Firewalls, HP, Infrastructure, Storage Solutions, VMware ESX, Windows Server, System Administration, Enterprise Architecture, AIX, Enterprise Software, High Availability, Enterprise Storage, Troubleshooting, Storage Virtualization, Brocade, vSphere, VPN, Fibre Channel, iSCSI, NFS, VDI, WAN, HDS Storage, Ceph, Cisco IOS, NX-OS, ACI, Openstack, L2/L3 Ethernet/IP..., EIGRP, OSPF, IS-IS, MPLS, Cisco DWDM/ONS, Data Centre Architecture, Hitachi Data Systems..., FalconStor, Brocade Certified...
Education
California Polytechnic State University-San Luis Obispo
Electrical Engineering
California State University-Long Beach
Computer Science and Computer Engineering
Aline Schmitz Aline Schmitz's Wells Fargo Experience June 2014 - August 2014
Job Tax Associate
Industry Accounting
Experience
PwC January 2015 - Present
Wells Fargo June 2014 - August 2014
PwC June 2013 - August 2013
Cal Poly State University Low Income Tax Clinic April 2013 - June 2013
Matt Clark Tile & Co. March 2013 - June 2013
Orfalea School of Business November 2012 - June 2013
Cal Poly State University Student Community Services August 2012 - June 2013
Orfalea School of Business June 2012 - June 2013
George Ross CPA November 2012 - May 2013
Corodata Record Management Inc. June 2012 - September 2012
Skills
Quickkbooks, Microsoft Office, Bookkeeping, Leadership, QuickBooks, Data Entry, Microsoft Excel, Finance, Sales, Analysis, Payroll, Tax, Accounting, Microsoft Word, Corporate Finance, PowerPoint
Education
University of Southern California - Marshall School of Business 2015 — 2016
Master's Degree, Masters of Business Taxation
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Science in Business Administration, Accounting
PwC January 2015 - Present
Wells Fargo June 2014 - August 2014
PwC June 2013 - August 2013
Cal Poly State University Low Income Tax Clinic April 2013 - June 2013
Matt Clark Tile & Co. March 2013 - June 2013
Orfalea School of Business November 2012 - June 2013
Cal Poly State University Student Community Services August 2012 - June 2013
Orfalea School of Business June 2012 - June 2013
George Ross CPA November 2012 - May 2013
Corodata Record Management Inc. June 2012 - September 2012
Skills
Quickkbooks, Microsoft Office, Bookkeeping, Leadership, QuickBooks, Data Entry, Microsoft Excel, Finance, Sales, Analysis, Payroll, Tax, Accounting, Microsoft Word, Corporate Finance, PowerPoint
Education
University of Southern California - Marshall School of Business 2015 — 2016
Master's Degree, Masters of Business Taxation
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Science in Business Administration, Accounting
Caitlyn Morrison's Wells Fargo Experience June 2015 - August 2015
Job Intern at Public Policy Solutions, Inc.
Industry International Affairs
Experience
Public Policy Solutions, Inc. September 2015 - Present
Wells Fargo June 2015 - August 2015
College of Architecture Department January 2015 - June 2015
Richmond University in Florence September 2014 - December 2014
iPayment, Inc. June 2014 - August 2014
Dean's Office College of Agriculture January 2014 - June 2014
Law Offices of Todd F. Haines June 2013 - September 2013
Skills
Event Planning, Microsoft Word, Microsoft Office, Social Media, PowerPoint, Public Speaking, Microsoft Excel, Teamwork, Customer Service, Leadership, Fundraising, Public Relations, Public Policy, International Relations, Facebook, Strategic Communications, Marketing, Online Marketing, Research, Recruiting
Education
Cal Poly San Luis Obispo 2012 — 2016
Bachelor’s Degree, Political Science and International Relations, Minor in Psychology
Oak Park High School 2008 — 2012
High School Diploma
Public Policy Solutions, Inc. September 2015 - Present
Wells Fargo June 2015 - August 2015
College of Architecture Department January 2015 - June 2015
Richmond University in Florence September 2014 - December 2014
iPayment, Inc. June 2014 - August 2014
Dean's Office College of Agriculture January 2014 - June 2014
Law Offices of Todd F. Haines June 2013 - September 2013
Skills
Event Planning, Microsoft Word, Microsoft Office, Social Media, PowerPoint, Public Speaking, Microsoft Excel, Teamwork, Customer Service, Leadership, Fundraising, Public Relations, Public Policy, International Relations, Facebook, Strategic Communications, Marketing, Online Marketing, Research, Recruiting
Education
Cal Poly San Luis Obispo 2012 — 2016
Bachelor’s Degree, Political Science and International Relations, Minor in Psychology
Oak Park High School 2008 — 2012
High School Diploma
Marcus Gustafson Marcus Gustafson's Wells Fargo Experience June 2012 - August 2014
Job Corporate Trust Services Head at BB&T
Industry Financial Services
Experience
BB&T November 2014 - Present
Wells Fargo June 2012 - August 2014
Citi 2009 - 2011
Citi 2004 - 2009
BNY Mellon 2001 - 2004
Lehman Brothers 2000 - 2001
JP Morgan Chase 1993 - 2000
Bank of America 1991 - 1993
Skills
Financial Services, Mergers & Acquisitions, Banking, Structured Finance, Finance, Start-ups, Business Development, Derivatives, Business Strategy, Capital Markets, Business Planning, Securitization, Financial Markets, Hedge Funds, Management, New Business Development, Vendor Management, Credit, Strategic Planning, Strategy, Product Development, Project Finance, Mergers, Sales Management, Business Relationship..., Negotiation, Commercial Banking, Financial Analysis, Business Intelligence, Budgets, Business Analysis, Alternative Investments, Customer Service, Team Building, Key Account Management, Trade Finance, Fund Of Funds, Business Management, Direct Sales, Trust Management, International Project..., Market Analysis, Staff Management, Portfolio Management, CRM, P&L Management, Competitive Analysis, Leadership, Financial Risk, Relationship Management
Education
Cal Poly San Luis Obispo
Graduate Studies, Business and Computer Applications
Humboldt State University
Bachelor of Science, Finance
BB&T November 2014 - Present
Wells Fargo June 2012 - August 2014
Citi 2009 - 2011
Citi 2004 - 2009
BNY Mellon 2001 - 2004
Lehman Brothers 2000 - 2001
JP Morgan Chase 1993 - 2000
Bank of America 1991 - 1993
Skills
Financial Services, Mergers & Acquisitions, Banking, Structured Finance, Finance, Start-ups, Business Development, Derivatives, Business Strategy, Capital Markets, Business Planning, Securitization, Financial Markets, Hedge Funds, Management, New Business Development, Vendor Management, Credit, Strategic Planning, Strategy, Product Development, Project Finance, Mergers, Sales Management, Business Relationship..., Negotiation, Commercial Banking, Financial Analysis, Business Intelligence, Budgets, Business Analysis, Alternative Investments, Customer Service, Team Building, Key Account Management, Trade Finance, Fund Of Funds, Business Management, Direct Sales, Trust Management, International Project..., Market Analysis, Staff Management, Portfolio Management, CRM, P&L Management, Competitive Analysis, Leadership, Financial Risk, Relationship Management
Education
Cal Poly San Luis Obispo
Graduate Studies, Business and Computer Applications
Humboldt State University
Bachelor of Science, Finance
Bo Oseguera Bo Oseguera's Wells Fargo Experience May 2002 - October 2006
Job Business Development Manager at ZMB Industries
Industry Banking
Experience
ZMB Industries December 2011 - Present
Guaranteed Rate, Inc December 2008 - November 2011
Bank of America October 2006 - December 2008
Wells Fargo May 2002 - October 2006
Skills
Mortgage Banking, Refinance, FHA, FHA financing, Loans, Mortgage Lending, VA loans
Education
California Polytechnic State University-San Luis Obispo 1996 — 2001
BA, Marketing
ZMB Industries December 2011 - Present
Guaranteed Rate, Inc December 2008 - November 2011
Bank of America October 2006 - December 2008
Wells Fargo May 2002 - October 2006
Skills
Mortgage Banking, Refinance, FHA, FHA financing, Loans, Mortgage Lending, VA loans
Education
California Polytechnic State University-San Luis Obispo 1996 — 2001
BA, Marketing
Jackson Smith's Wells Fargo Experience February 2013 - June 2015
Job Financial Analyst at Wells Fargo
Industry Financial Services
Experience
Credit Originations Group June 2015 - Present
Wells Fargo February 2013 - June 2015
Protiviti June 2012 - August 2012
MINDBODY, Inc. July 2011 - June 2012
Taylor Frigon Capital Management LLC June 2011 - June 2012
Skills
Salesforce.com, Microsoft Excel, Microsoft Office, Cold Calling, PowerPoint, Social Media, Microsoft Word, Sales, Social Networking, Market Research, Account Management, Research, Analysis, Financial Analysis, Finance
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Science (BS), Finance
University of California, Berkeley
Intermediate Accounting Series
Credit Originations Group June 2015 - Present
Wells Fargo February 2013 - June 2015
Protiviti June 2012 - August 2012
MINDBODY, Inc. July 2011 - June 2012
Taylor Frigon Capital Management LLC June 2011 - June 2012
Skills
Salesforce.com, Microsoft Excel, Microsoft Office, Cold Calling, PowerPoint, Social Media, Microsoft Word, Sales, Social Networking, Market Research, Account Management, Research, Analysis, Financial Analysis, Finance
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Science (BS), Finance
University of California, Berkeley
Intermediate Accounting Series
Alex Markarian Alex Markarian's Wells Fargo Experience February 2013 - December 2014
Job Commercial Loan Analyst
Industry Financial Services
Experience
Community Bank August 2015 - Present
Wells Fargo February 2013 - December 2014
Martin's Restaurant January 2009 - February 2013
Skills
Sales, Customer Service, Event Management, Event Planning, Finance, Leadership, Microsoft Office, Retail
Education
California Polytechnic State University-San Luis Obispo 2009 — 2011
B.S., Economics
Community Bank August 2015 - Present
Wells Fargo February 2013 - December 2014
Martin's Restaurant January 2009 - February 2013
Skills
Sales, Customer Service, Event Management, Event Planning, Finance, Leadership, Microsoft Office, Retail
Education
California Polytechnic State University-San Luis Obispo 2009 — 2011
B.S., Economics
Cameron Ott Cameron Ott's Wells Fargo Experience 2008 - 2008
Job Vice President at Personal Capital
Industry Financial Services
Experience
Fisher Investments February 2010 - October 2012
Wells Fargo 2008 - 2008
Skills
Retirement Planning, Estate Planning, 401k, 401k Rollovers, 529 Plans, IRAs, Investments, Financial Planning, Wealth Management, Portfolio Management, Financial Services, ESPP, Financial Markets, Asset Allocation, Employee Stock Options, Money Management, Financial Analysis, Equities, Asset Management, Investment Advisory, Series 65, Financial Modeling, Equity Research, Investment Banking, Securities, Wealth Management..., Alternative Investments, Investment Strategies, Fixed Income, Capital Markets, Investment Management, Relationship Management, ETFs, Salesforce.com, Finance
Education
California Polytechnic State University-San Luis Obispo
B.S., Business Administration: Financial Management
Northwestern University 2014 — 2015
Certificate, Financial Planning
Fisher Investments February 2010 - October 2012
Wells Fargo 2008 - 2008
Skills
Retirement Planning, Estate Planning, 401k, 401k Rollovers, 529 Plans, IRAs, Investments, Financial Planning, Wealth Management, Portfolio Management, Financial Services, ESPP, Financial Markets, Asset Allocation, Employee Stock Options, Money Management, Financial Analysis, Equities, Asset Management, Investment Advisory, Series 65, Financial Modeling, Equity Research, Investment Banking, Securities, Wealth Management..., Alternative Investments, Investment Strategies, Fixed Income, Capital Markets, Investment Management, Relationship Management, ETFs, Salesforce.com, Finance
Education
California Polytechnic State University-San Luis Obispo
B.S., Business Administration: Financial Management
Northwestern University 2014 — 2015
Certificate, Financial Planning
Shadi Majzoub Shadi Majzoub's Wells Fargo Experience January 2011 - October 2011
Job Product Manager at MINDBODY, Inc.
Industry Computer Software
Experience
MINDBODY, Inc. March 2015 - Present
MINDBODY, Inc. June 2014 - March 2015
MINDBODY, Inc. June 2013 - June 2014
MINDBODY, Inc July 2012 - June 2013
MINDBODY, Inc October 2011 - July 2012
Wells Fargo January 2011 - October 2011
California Polytechnic University, San Luis Obispo September 2006 - December 2010
Skills
Client Relations, Business Partner..., Employee Management, Sales Management, Microsoft Excel, Access, PowerPoint, QuickBooks, Photoshop, Peachtree, Video Editing, Microsoft Office, Customer Service, Microsoft Word, Outlook, Sales, Salesforce.com, Project Management, Software Project..., Program Management, Business Development, Lead Generation, Training, Social Networking, Event Planning, Management, Social Media, Time Management, Networking, Team Leadership, Data Analysis
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
Bachelor of Science, Business Administration
Rodriguez High
MINDBODY, Inc. March 2015 - Present
MINDBODY, Inc. June 2014 - March 2015
MINDBODY, Inc. June 2013 - June 2014
MINDBODY, Inc July 2012 - June 2013
MINDBODY, Inc October 2011 - July 2012
Wells Fargo January 2011 - October 2011
California Polytechnic University, San Luis Obispo September 2006 - December 2010
Skills
Client Relations, Business Partner..., Employee Management, Sales Management, Microsoft Excel, Access, PowerPoint, QuickBooks, Photoshop, Peachtree, Video Editing, Microsoft Office, Customer Service, Microsoft Word, Outlook, Sales, Salesforce.com, Project Management, Software Project..., Program Management, Business Development, Lead Generation, Training, Social Networking, Event Planning, Management, Social Media, Time Management, Networking, Team Leadership, Data Analysis
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
Bachelor of Science, Business Administration
Rodriguez High
Dayna Barringer Dayna Barringer's Wells Fargo Experience 2009 - 2010
Job Commercial Broker at Urban Group Real Estate
Industry Commercial Real Estate
Experience
Urban Group Real Estate May 2013 - Present
C3 Agency June 2014 - August 2014
Copilot Labs August 2013 - March 2014
The Flip Slide October 2012 - April 2013
Scoutmob May 2012 - October 2012
Scoutmob September 2011 - October 2012
Scoutmob September 2010 - August 2011
Progressive Insurance 2010 - 2010
Wells Fargo 2009 - 2010
Windermere Real Estate 2006 - 2009
Skills
Marketing, Sales, Social Media, Salesforce.com, Social Media Marketing, Account Management, Real Estate, Advertising, Social Networking, Digital Marketing, Strategic Partnerships, Email Marketing, Strategic Planning, Event Planning, Online Advertising, Marketing Strategy, Business Development, Community Management, Commercial Real Estate, New Business Development, Managing Partner..., Community Development, Project Management, Project Planning, Program Management, Program Development, Project Coordination
Education
California Polytechnic State University-San Luis Obispo 1998 — 2002
Business, Marketing
Santa Margarita Catholic High School 1994 — 1998
Urban Group Real Estate May 2013 - Present
C3 Agency June 2014 - August 2014
Copilot Labs August 2013 - March 2014
The Flip Slide October 2012 - April 2013
Scoutmob May 2012 - October 2012
Scoutmob September 2011 - October 2012
Scoutmob September 2010 - August 2011
Progressive Insurance 2010 - 2010
Wells Fargo 2009 - 2010
Windermere Real Estate 2006 - 2009
Skills
Marketing, Sales, Social Media, Salesforce.com, Social Media Marketing, Account Management, Real Estate, Advertising, Social Networking, Digital Marketing, Strategic Partnerships, Email Marketing, Strategic Planning, Event Planning, Online Advertising, Marketing Strategy, Business Development, Community Management, Commercial Real Estate, New Business Development, Managing Partner..., Community Development, Project Management, Project Planning, Program Management, Program Development, Project Coordination
Education
California Polytechnic State University-San Luis Obispo 1998 — 2002
Business, Marketing
Santa Margarita Catholic High School 1994 — 1998
Angelica Favela Angelica Favela's Wells Fargo Experience July 2006 - Present
Job Vice President, Marketing Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2006 - Present
Wells Fargo July 2004 - July 2006
Wells Fargo July 1999 - July 2004
Skills
Speaks Fluent Spanish, Experienced Marketing...
Education
California Polytechnic State University 1989 — 1994
Bachelor of Business Administration (BBA), Marketing
Wells Fargo July 2006 - Present
Wells Fargo July 2004 - July 2006
Wells Fargo July 1999 - July 2004
Skills
Speaks Fluent Spanish, Experienced Marketing...
Education
California Polytechnic State University 1989 — 1994
Bachelor of Business Administration (BBA), Marketing
April Morris's Wells Fargo Experience July 2013 - January 2014
Job Signature Events Coordinator for Quail Lodge
Industry Hospitality
Experience
Quail lodge February 2014 - Present
Wells Fargo July 2013 - January 2014
California Polytechnic State University January 2013 - March 2013
Carmel Valley Ranch July 2011 - December 2012
Keepsake Diamond Center July 2010 - December 2010
Skills
Microsoft Excel, Microsoft Word, Outlook, PowerPoint, PC, Customer Service, Sales, Payroll, Schedules, Access, Reliable, Always Punctual, Teamwork, Time Management, Critical Thinking, Retail, Telephone Skills, Event Planning, Hospitality, Data Entry, Inventory Management, Microsoft Office, Spreadsheets, Cashiering, Social Media Marketing, Event Management, Hospitality Management, Hospitality Industry, Hotels
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor of Science (BS), Kinesiology and Exercise Science
Quail lodge February 2014 - Present
Wells Fargo July 2013 - January 2014
California Polytechnic State University January 2013 - March 2013
Carmel Valley Ranch July 2011 - December 2012
Keepsake Diamond Center July 2010 - December 2010
Skills
Microsoft Excel, Microsoft Word, Outlook, PowerPoint, PC, Customer Service, Sales, Payroll, Schedules, Access, Reliable, Always Punctual, Teamwork, Time Management, Critical Thinking, Retail, Telephone Skills, Event Planning, Hospitality, Data Entry, Inventory Management, Microsoft Office, Spreadsheets, Cashiering, Social Media Marketing, Event Management, Hospitality Management, Hospitality Industry, Hotels
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor of Science (BS), Kinesiology and Exercise Science
Robin Tulleners Robin Tulleners's Wells Fargo Experience January 2009 - May 2010
Job President at Contrex, Inc.
Industry Construction
Experience
Contrex, Inc. 1977 - Present
Wells Fargo January 2009 - May 2010
Chase October 2007 - October 2008
National City Mortgage April 2001 - October 2007
Skills
Mortgage Lending, Loans, Credit, First Time Home Buyers, Real Estate, Investments, Residential Homes, Banking, Leadership, Entrepreneurship
Education
California Polytechnic State University-San Luis Obispo 1974 — 1977
Contrex, Inc. 1977 - Present
Wells Fargo January 2009 - May 2010
Chase October 2007 - October 2008
National City Mortgage April 2001 - October 2007
Skills
Mortgage Lending, Loans, Credit, First Time Home Buyers, Real Estate, Investments, Residential Homes, Banking, Leadership, Entrepreneurship
Education
California Polytechnic State University-San Luis Obispo 1974 — 1977
Anthony Saipe Anthony Saipe's Wells Fargo Experience October 2014 - Present
Job Market Sales Manager Merchant Services at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
Wells Fargo Home Mortgage February 2013 - September 2014
Wells Fargo Bank October 2009 - February 2013
Wells Fargo September 2005 - September 2009
Skills
Sales, Home Equity, Consumer Lending, Loans, Loan Origination, Mortgage Lending, Credit Analysis, Credit, Loss Mitigation, Mortgage Banking, Mortgage Underwriting, Underwriting, Refinance, Mortgage Servicing, Banking, Foreclosures, Sales Management, Short Sales, Deed in Lieu, Collections, Loan Servicing, Loan Modifications, Pipeline Management, Trend Analysis, Forecasting, Data Analysis, Customer Service, Customer Retention, Microsoft Office, Strategic Planning
Education
Cal Poly San Luis Obispo 2000 — 2005
Bachelor of Science (BS), Business Administration
Wells Fargo October 2014 - Present
Wells Fargo Home Mortgage February 2013 - September 2014
Wells Fargo Bank October 2009 - February 2013
Wells Fargo September 2005 - September 2009
Skills
Sales, Home Equity, Consumer Lending, Loans, Loan Origination, Mortgage Lending, Credit Analysis, Credit, Loss Mitigation, Mortgage Banking, Mortgage Underwriting, Underwriting, Refinance, Mortgage Servicing, Banking, Foreclosures, Sales Management, Short Sales, Deed in Lieu, Collections, Loan Servicing, Loan Modifications, Pipeline Management, Trend Analysis, Forecasting, Data Analysis, Customer Service, Customer Retention, Microsoft Office, Strategic Planning
Education
Cal Poly San Luis Obispo 2000 — 2005
Bachelor of Science (BS), Business Administration
Alfredo Arteaga's Wells Fargo Experience April 2012 - July 2014
Job Loan Consultant at imortgage (NMLS 488383)
Industry Financial Services
Experience
imortgage. a division of loanDepot LLC NMLS 174457 March 2015 - Present
Citi Bank July 2014 - March 2015
Wells Fargo April 2012 - July 2014
Skills
Mortgage Banking, VA loans, Credit, Investments, FHA, Refinance, Loans, Mortgage Lending, Loan Origination, Investment Properties, First Time Home Buyers, Credit Analysis, REO, Real Estate, Cold Calling, Residential Mortgages
Education
California Polytechnic State University-San Luis Obispo 1995 — 1998
imortgage. a division of loanDepot LLC NMLS 174457 March 2015 - Present
Citi Bank July 2014 - March 2015
Wells Fargo April 2012 - July 2014
Skills
Mortgage Banking, VA loans, Credit, Investments, FHA, Refinance, Loans, Mortgage Lending, Loan Origination, Investment Properties, First Time Home Buyers, Credit Analysis, REO, Real Estate, Cold Calling, Residential Mortgages
Education
California Polytechnic State University-San Luis Obispo 1995 — 1998
Cathy Urani Cathy Urani's Wells Fargo Experience January 2007 - Present
Job Business Process Consultant with experience in managing complex change management business initiatives.
Industry Financial Services
Experience
Wells Fargo January 2007 - Present
Wells Fargo January 2007 - December 2012
Wells Fargo January 2008 - January 2011
Wells Fargo January 1999 - June 2006
Skills
Project Management, Risk Management, Portfolio Management, Vendor Management, Process Improvement, Financial Services, Banking, Loans, Business Requirements, Requirements Gathering, Sales, Business Analysis, Commercial Lending, Credit, SharePoint, Credit Analysis, Business Process..., Management, Leadership, Finance, Real Estate
Education
Cal Poly San Luis Obispo 1983 — 1986
Associate of Arts (A.A.), Food Science
Wells Fargo January 2007 - Present
Wells Fargo January 2007 - December 2012
Wells Fargo January 2008 - January 2011
Wells Fargo January 1999 - June 2006
Skills
Project Management, Risk Management, Portfolio Management, Vendor Management, Process Improvement, Financial Services, Banking, Loans, Business Requirements, Requirements Gathering, Sales, Business Analysis, Commercial Lending, Credit, SharePoint, Credit Analysis, Business Process..., Management, Leadership, Finance, Real Estate
Education
Cal Poly San Luis Obispo 1983 — 1986
Associate of Arts (A.A.), Food Science
Morgan Friberg Morgan Friberg's Wells Fargo Experience November 2005 - March 2006
Job Senior Marketing Manager at Meta Co.
Industry Computer Software
Experience
Meta Co. February 2015 - Present
Hewlett-Packard Software, Pronq July 2013 - February 2015
Atlassian March 2010 - July 2013
Atlassian August 2008 - March 2010
Atlassian November 2006 - August 2008
Google March 2006 - November 2006
Wells Fargo November 2005 - March 2006
Skills
Product Marketing, SaaS, Email Marketing, Online Marketing, SEO, Marketing Communications, Newsletters, Management, Product Management, Demand Generation, Lead Generation, Salesforce.com, Online Advertising, Web Analytics, Digital Marketing, E-commerce, Strategic Partnerships, SEM, Analytics, Content Management, Start-ups, CRM, Marketing Strategy, Project Management, Sales, Public Relations, Strategy, Marketing, Leadership
Education
California Polytechnic State University-San Luis Obispo 2003 — 2004
MS, Industrial and Technical Studies – Marketing Concentration, Marketing, Business, Engineering
University of Bradford 2000 — 2001
BS, Business Management, Business Management
Meta Co. February 2015 - Present
Hewlett-Packard Software, Pronq July 2013 - February 2015
Atlassian March 2010 - July 2013
Atlassian August 2008 - March 2010
Atlassian November 2006 - August 2008
Google March 2006 - November 2006
Wells Fargo November 2005 - March 2006
Skills
Product Marketing, SaaS, Email Marketing, Online Marketing, SEO, Marketing Communications, Newsletters, Management, Product Management, Demand Generation, Lead Generation, Salesforce.com, Online Advertising, Web Analytics, Digital Marketing, E-commerce, Strategic Partnerships, SEM, Analytics, Content Management, Start-ups, CRM, Marketing Strategy, Project Management, Sales, Public Relations, Strategy, Marketing, Leadership
Education
California Polytechnic State University-San Luis Obispo 2003 — 2004
MS, Industrial and Technical Studies – Marketing Concentration, Marketing, Business, Engineering
University of Bradford 2000 — 2001
BS, Business Management, Business Management
Cyndee Kendall Cyndee Kendall's Wells Fargo Experience December 2001 - June 2008
Job Great New Management Opportunity in the South Bay! Come work at Citi Today!
Industry Banking
Experience
Citibank, N.A. November 2014 - Present
Bank of the West January 2014 - October 2014
Bank of the West July 2010 - October 2014
Bank of the West June 2008 - June 2010
Wells Fargo December 2001 - June 2008
Skills
Loans, Investments, Refinance, Mortgage Lending, Financial Analysis, Accounting, Underwriting, FHA, Mortgage Banking, Mortgage Underwriting, Banking, Credit, USDA, Asset Management, Wealth Management, Real Estate Economics, Residential Mortgages, Portfolio Management, Real Estate, Mortgage Marketing, Sales, Loan Origination, Commercial Mortgages, Small Business Lending, Commercial Lending, Consumer Lending, Home Equity Lines of..., Commercial Banking, Home Equity Loans, Credit Analysis, Risk Management, Relationship Management, Construction Loans, VA loans
Education
California Polytechnic State University-San Luis Obispo 1987 — 1991
B.S., Business Administration
Citibank, N.A. November 2014 - Present
Bank of the West January 2014 - October 2014
Bank of the West July 2010 - October 2014
Bank of the West June 2008 - June 2010
Wells Fargo December 2001 - June 2008
Skills
Loans, Investments, Refinance, Mortgage Lending, Financial Analysis, Accounting, Underwriting, FHA, Mortgage Banking, Mortgage Underwriting, Banking, Credit, USDA, Asset Management, Wealth Management, Real Estate Economics, Residential Mortgages, Portfolio Management, Real Estate, Mortgage Marketing, Sales, Loan Origination, Commercial Mortgages, Small Business Lending, Commercial Lending, Consumer Lending, Home Equity Lines of..., Commercial Banking, Home Equity Loans, Credit Analysis, Risk Management, Relationship Management, Construction Loans, VA loans
Education
California Polytechnic State University-San Luis Obispo 1987 — 1991
B.S., Business Administration
David Dalsimer's Wells Fargo Experience April 2013 - Present
Job Financial Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2013 - Present
International Fidelity Insurance Company May 2012 - April 2013
Westlake Financial Services June 2011 - September 2011
Skills
Financial Analysis, Underwriting, Microsoft Excel, Management, Finance, Microsoft Office, PowerPoint, Customer Service, Analysis, Credit, Portfolio Management, Real Estate, Commercial Lending, Valuation, Loans, Indian Taxation, German GAAP, Cooling Water, Zumba
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Science (B.S.), Business Administration-Finance
University of California, Berkeley 2013 — 2013
Accounting
University of San Diego 2014 — 2015
Real Estate Finance, Investments, and Development
Wells Fargo April 2013 - Present
International Fidelity Insurance Company May 2012 - April 2013
Westlake Financial Services June 2011 - September 2011
Skills
Financial Analysis, Underwriting, Microsoft Excel, Management, Finance, Microsoft Office, PowerPoint, Customer Service, Analysis, Credit, Portfolio Management, Real Estate, Commercial Lending, Valuation, Loans, Indian Taxation, German GAAP, Cooling Water, Zumba
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Science (B.S.), Business Administration-Finance
University of California, Berkeley 2013 — 2013
Accounting
University of San Diego 2014 — 2015
Real Estate Finance, Investments, and Development
Amy Wang Hernandez Amy Wang Hernandez's Wells Fargo Experience March 2010 - January 2011
Job Communications Consultant at Kaiser Permanente
Industry Public Relations and Communications
Experience
Kaiser Permanente January 2011 - Present
Wells Fargo March 2010 - January 2011
Wells Fargo February 2008 - March 2010
Sephora June 2007 - August 2007
San Mateo County Times May 2002 - January 2003
Skills
Press Releases, Corporate Communications, Internal Communications, Storytelling, Newsletters, Public Relations, Social Media, Strategic Communications, Media Relations, Crisis Communications, Event Planning, Interviews, Public Speaking, Blogging, Speech Writing, Project Management
Education
California Polytechnic State University-San Luis Obispo 2005 — 2007
BS, Journalism, Public Relations
Aragon High School
Kaiser Permanente January 2011 - Present
Wells Fargo March 2010 - January 2011
Wells Fargo February 2008 - March 2010
Sephora June 2007 - August 2007
San Mateo County Times May 2002 - January 2003
Skills
Press Releases, Corporate Communications, Internal Communications, Storytelling, Newsletters, Public Relations, Social Media, Strategic Communications, Media Relations, Crisis Communications, Event Planning, Interviews, Public Speaking, Blogging, Speech Writing, Project Management
Education
California Polytechnic State University-San Luis Obispo 2005 — 2007
BS, Journalism, Public Relations
Aragon High School
Sarah Sevilla Sarah Sevilla's Wells Fargo Experience February 2014 - Present
Job IT Security Officer, Operational Risk Consultant
Industry Information Technology and Services
Experience
Wells Fargo February 2014 - Present
My Furry Child House and Pet Sitting January 2009 - Present
Burning Man August 2000 - Present
Advaiya Inc contracted to FHLBSF October 2013 - December 2013
Lucasfilm November 2010 - July 2013
Spain Services August 2009 - October 2009
Logitech October 2006 - March 2009
Taos October 2005 - October 2006
Hudson Financials January 2005 - October 2006
Robert Half Technologies September 2004 - October 2006
Skills
SAS70, Information Technology, HIPAA, Records Management, Data Retention, Security, Auditing, Consulting, Disaster Recovery, Information Security, Sarbanes-Oxley Act, IT Audit, Internal Audit, IT Management, Software Documentation, IT Service Management, SharePoint, Program Management, Integration, Information Security..., Project Management, Management, Vulnerability Assessment, Vendor Management, Internal Controls, Cloud Computing, Sarbanes-Oxley, Analysis, System Administration, Leadership, Risk Assessment
Education
California Polytechnic State University-San Luis Obispo
BS, Mgt Info Systems
Wells Fargo February 2014 - Present
My Furry Child House and Pet Sitting January 2009 - Present
Burning Man August 2000 - Present
Advaiya Inc contracted to FHLBSF October 2013 - December 2013
Lucasfilm November 2010 - July 2013
Spain Services August 2009 - October 2009
Logitech October 2006 - March 2009
Taos October 2005 - October 2006
Hudson Financials January 2005 - October 2006
Robert Half Technologies September 2004 - October 2006
Skills
SAS70, Information Technology, HIPAA, Records Management, Data Retention, Security, Auditing, Consulting, Disaster Recovery, Information Security, Sarbanes-Oxley Act, IT Audit, Internal Audit, IT Management, Software Documentation, IT Service Management, SharePoint, Program Management, Integration, Information Security..., Project Management, Management, Vulnerability Assessment, Vendor Management, Internal Controls, Cloud Computing, Sarbanes-Oxley, Analysis, System Administration, Leadership, Risk Assessment
Education
California Polytechnic State University-San Luis Obispo
BS, Mgt Info Systems
Gina Sierra Gina Sierra's Wells Fargo Experience August 2007 - November 2010
Job Junior Underwriter at Bayview Loan Servicing
Industry Banking
Experience
Bayview Financial July 2012 - Present
Bank of America December 2010 - July 2012
Wells Fargo August 2007 - November 2010
Especial Express II Corp October 2005 - August 2007
Skills
Credit Analysis, Hamp programs guidelines, FHA financing, Banking, Word, Excel, PowerPoint, Analysis, Finance, Loan Modifications, Loans, Microsoft Excel, Microsoft Word, Software Documentation
Education
Cal Poly San Luis Obispo 2004 — 2004
University of St. Thomas, Colombia 1998 — 2003
Business Administration
Bayview Financial July 2012 - Present
Bank of America December 2010 - July 2012
Wells Fargo August 2007 - November 2010
Especial Express II Corp October 2005 - August 2007
Skills
Credit Analysis, Hamp programs guidelines, FHA financing, Banking, Word, Excel, PowerPoint, Analysis, Finance, Loan Modifications, Loans, Microsoft Excel, Microsoft Word, Software Documentation
Education
Cal Poly San Luis Obispo 2004 — 2004
University of St. Thomas, Colombia 1998 — 2003
Business Administration
Dwayne Ross Dwayne Ross's Wells Fargo Experience July 2011 - October 2012
Job Owner/Project Consultant at Diverse Concepts Consulting
Industry Information Technology and Services
Experience
Diverse Concepts Consulting Sr. Project Manager - ConsultantOxicheck NorthwestAugust 2013 - Present
Pearson North America October 2012 - August 2013
Wells Fargo July 2011 - October 2012
INTECH Investment Management Company (Janus Capital) August 2008 - July 2011
Skills
CRM, Process Improvement, Project Management, Management, IT Solutions, Business Development, PMO, Software Documentation, PeopleSoft, Microsoft Office, Business Analysis, Leadership
Education
Cal Poly San Luis Obispo
Diverse Concepts Consulting Sr. Project Manager - ConsultantOxicheck NorthwestAugust 2013 - Present
Pearson North America October 2012 - August 2013
Wells Fargo July 2011 - October 2012
INTECH Investment Management Company (Janus Capital) August 2008 - July 2011
Skills
CRM, Process Improvement, Project Management, Management, IT Solutions, Business Development, PMO, Software Documentation, PeopleSoft, Microsoft Office, Business Analysis, Leadership
Education
Cal Poly San Luis Obispo
Art Lapin Art Lapin's Wells Fargo Experience September 2002 - Present
Job Home Mortgage Consultant, Wells Fargo Home Mortgage NMLS# 442562
Industry Real Estate
Experience
Wells Fargo September 2002 - Present
KPWR Emmis Broadcasting 1990 - 1998
Power 106 1990 - 1998
Skills
FHA, Mortgage Lending, Refinancing, Real Estate Financing, HARP...Home..., FHA financing, Refinance, Real Estate, Investment Properties, Mortgage Banking, USDA, VA loans, Investors, Reverse Mortgages, Credit, Residential Mortgages, Finance, Investments, Loans, Credit Analysis, Underwriting, Loan Origination, Certified Mortgage..., Construction Loans, Government Loans, First Time Home Buyers, Debt Consolidation, Home Equity Loans, Banking
Education
California Polytechnic State University-San Luis Obispo 1984 — 1989
Bachelor's degree, Business Adminstration / Marketing
San Mateo High School / Bowditch Middle School 1980 — 1983
I received my Bachelor's of Science at Cal Poly, and my College Prep at San Mateo High., This provided me with a general background in business.
Wells Fargo September 2002 - Present
KPWR Emmis Broadcasting 1990 - 1998
Power 106 1990 - 1998
Skills
FHA, Mortgage Lending, Refinancing, Real Estate Financing, HARP...Home..., FHA financing, Refinance, Real Estate, Investment Properties, Mortgage Banking, USDA, VA loans, Investors, Reverse Mortgages, Credit, Residential Mortgages, Finance, Investments, Loans, Credit Analysis, Underwriting, Loan Origination, Certified Mortgage..., Construction Loans, Government Loans, First Time Home Buyers, Debt Consolidation, Home Equity Loans, Banking
Education
California Polytechnic State University-San Luis Obispo 1984 — 1989
Bachelor's degree, Business Adminstration / Marketing
San Mateo High School / Bowditch Middle School 1980 — 1983
I received my Bachelor's of Science at Cal Poly, and my College Prep at San Mateo High., This provided me with a general background in business.
Catherine (Eusebio) Moody, PMP Catherine (Eusebio) Moody, PMP's Wells Fargo Experience February 2003 - March 2007
Job Consultant at White Stone Professional Services
Industry Computer Software
Experience
White Stone Professional Services July 2012 - Present
Moody Household (Partnership) August 2010 - Present
Central Peninsula Church October 2008 - December 2010
Yodlee, Inc. March 2007 - August 2007
Wells Fargo February 2003 - March 2007
Williams-Sonoma October 2001 - January 2004
XTel Solutions, Inc. August 2002 - February 2003
VERITAS Software Corporation October 2000 - May 2001
SGI 2000 - 2000
SGI 2000 - 2000
Skills
Product Management, Web Project Management, Team Management, Software Development, Website Development, Leadership, Training, Project Planning, Business Analysis, Program Management, Integration, Enterprise Software, Marketing, Project Management, Cross-functional Team..., Unix, Analysis, Management, Software Documentation, Security, Integrated Marketing, Web Applications, System Administration
Education
California Polytechnic State University-San Luis Obispo 1990 — 1996
Bachelor of Science
University of California, Berkeley Extension 2008 — 2008
Project Management Institute 2005 — 2005
Project Management Professional (PMP®) Credential
Mercy High School, Burlingame 1986 — 1990
College Preparatory
White Stone Professional Services July 2012 - Present
Moody Household (Partnership) August 2010 - Present
Central Peninsula Church October 2008 - December 2010
Yodlee, Inc. March 2007 - August 2007
Wells Fargo February 2003 - March 2007
Williams-Sonoma October 2001 - January 2004
XTel Solutions, Inc. August 2002 - February 2003
VERITAS Software Corporation October 2000 - May 2001
SGI 2000 - 2000
SGI 2000 - 2000
Skills
Product Management, Web Project Management, Team Management, Software Development, Website Development, Leadership, Training, Project Planning, Business Analysis, Program Management, Integration, Enterprise Software, Marketing, Project Management, Cross-functional Team..., Unix, Analysis, Management, Software Documentation, Security, Integrated Marketing, Web Applications, System Administration
Education
California Polytechnic State University-San Luis Obispo 1990 — 1996
Bachelor of Science
University of California, Berkeley Extension 2008 — 2008
Project Management Institute 2005 — 2005
Project Management Professional (PMP®) Credential
Mercy High School, Burlingame 1986 — 1990
College Preparatory
Grant Torres Grant Torres's Wells Fargo Experience April 2013 - Present
Job Treasury Management Sales Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2013 - Present
Farm Credit West October 2012 - March 2013
Farm Credit West January 2010 - September 2012
Farm Credit West February 2007 - December 2009
Skills
Customer Service, Financial Analysis, Credit, Analysis, Banking, Cash Management, Finance, Payments, Risk Management, Commercial Lending, Credit Analysis, Commercial Banking, Credit Risk, Financial Services, Agriculture, Portfolio Management
Education
Cal Poly San Luis Obispo 2002 — 2006
Bachelor of Science, Agricultural Business
Wells Fargo April 2013 - Present
Farm Credit West October 2012 - March 2013
Farm Credit West January 2010 - September 2012
Farm Credit West February 2007 - December 2009
Skills
Customer Service, Financial Analysis, Credit, Analysis, Banking, Cash Management, Finance, Payments, Risk Management, Commercial Lending, Credit Analysis, Commercial Banking, Credit Risk, Financial Services, Agriculture, Portfolio Management
Education
Cal Poly San Luis Obispo 2002 — 2006
Bachelor of Science, Agricultural Business
Sean D. Jones Sean D. Jones's Wells Fargo Experience 2009 - 2012
Job Financial Modeling and Analysis Professional
Industry Banking
Experience
Wells Fargo 2009 - 2012
Wells Fargo March 2008 - March 2009
Wells Fargo July 2004 - March 2008
Wells Fargo June 2000 - July 2004
Wells Fargo March 1999 - September 1999
Skills
SAS, Profitability Analysis, Price and Cost Modeling, Sales Reporting and..., Business Process..., Treasury Management..., Cross-sell Plan..., Merger and Integration..., Data Mining, Project Management, Teradata, Microsoft SQL Server, Tableau, VBScript, SQL Navigator
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Sciences (B.S.), Industrial Engineering and Agricultural Systems Management
Wells Fargo 2009 - 2012
Wells Fargo March 2008 - March 2009
Wells Fargo July 2004 - March 2008
Wells Fargo June 2000 - July 2004
Wells Fargo March 1999 - September 1999
Skills
SAS, Profitability Analysis, Price and Cost Modeling, Sales Reporting and..., Business Process..., Treasury Management..., Cross-sell Plan..., Merger and Integration..., Data Mining, Project Management, Teradata, Microsoft SQL Server, Tableau, VBScript, SQL Navigator
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Sciences (B.S.), Industrial Engineering and Agricultural Systems Management
Sanyu Banks Sanyu Banks's Wells Fargo Experience September 2006 - June 2010
Job Private Banker US Bank
Industry Banking
Experience
U.S. Bancorp Investments, Inc. June 2010 - Present
Wells Fargo September 2006 - June 2010
Bank of America April 1996 - September 2006
Skills
Banking, Portfolio Management, Credit, Management, Loans, Commercial Banking, Credit Analysis, Wealth Management, Retail Banking, Mortgage Lending, Investments, New Business Development, Strategic Financial..., Commercial Lending, Private Banking, Small Business Lending, Risk Management, Consumer Lending, Financial Analysis, Cash Management
Education
California Lutheran University 2013 — 2014
Master of Business Administration (MBA), Financial Planning and Services
University of California, Irvine 2007 — 2008
PFP, Financial Planning
California State Polytechnic University-Pomona 1997 — 2002
Business, Finance
U.S. Bancorp Investments, Inc. June 2010 - Present
Wells Fargo September 2006 - June 2010
Bank of America April 1996 - September 2006
Skills
Banking, Portfolio Management, Credit, Management, Loans, Commercial Banking, Credit Analysis, Wealth Management, Retail Banking, Mortgage Lending, Investments, New Business Development, Strategic Financial..., Commercial Lending, Private Banking, Small Business Lending, Risk Management, Consumer Lending, Financial Analysis, Cash Management
Education
California Lutheran University 2013 — 2014
Master of Business Administration (MBA), Financial Planning and Services
University of California, Irvine 2007 — 2008
PFP, Financial Planning
California State Polytechnic University-Pomona 1997 — 2002
Business, Finance
Donny Rocha's Wells Fargo Experience February 2006 - July 2015
Job Managing Director at Centerra Capital
Industry Banking
Experience
Centerra Capital July 2015 - Present
Wells Fargo February 2006 - July 2015
American AgCredit August 2000 - January 2006
Skills
Credit, Financial Analysis, Banking, Loans, Portfolio Management, Risk Management, Financial Modeling, Commercial Banking, Finance, Treasury Management, Real Estate, Credit Analysis, Management, Strategy, Corporate Finance, Financial Accounting, Customer Service, Accounting, Analysis, Business Strategy, Asset Based Lending, Financial Reporting, Small Business Lending, Lines Of Credit, Commercial Mortgages, Strategic Financial..., Marketing Strategy, Investment Banking, Investments, Economics, Financial Statements, Budgets, Investment Properties, Technical Presentations, Real Estate Economics, Corporate Real Estate
Education
California Polytechnic State University-San Luis Obispo 1997 — 2001
BS, Agricultural Business
California State University Stanislaus
Centerra Capital July 2015 - Present
Wells Fargo February 2006 - July 2015
American AgCredit August 2000 - January 2006
Skills
Credit, Financial Analysis, Banking, Loans, Portfolio Management, Risk Management, Financial Modeling, Commercial Banking, Finance, Treasury Management, Real Estate, Credit Analysis, Management, Strategy, Corporate Finance, Financial Accounting, Customer Service, Accounting, Analysis, Business Strategy, Asset Based Lending, Financial Reporting, Small Business Lending, Lines Of Credit, Commercial Mortgages, Strategic Financial..., Marketing Strategy, Investment Banking, Investments, Economics, Financial Statements, Budgets, Investment Properties, Technical Presentations, Real Estate Economics, Corporate Real Estate
Education
California Polytechnic State University-San Luis Obispo 1997 — 2001
BS, Agricultural Business
California State University Stanislaus
Craig Huston Craig Huston's Wells Fargo Experience 2005 - 2011
Job Mortgage Consultant at Banc Home Loans of Banc of California
Industry Real Estate
Experience
Banc Home Loans of Banc of California April 2013 - Present
Provident Savings Bank November 2011 - 2013
Wells Fargo 2005 - 2011
Skills
Loan Origination, Residential Mortgages, Real Estate, Refinance, Mortgage Lending, Loans, First Time Home Buyers, Investments, Mortgage Banking, Investment Properties, FHA
Education
California Polytechnic State University-San Luis Obispo 1993 — 1996
BA Poly Sci, Business
Banc Home Loans of Banc of California April 2013 - Present
Provident Savings Bank November 2011 - 2013
Wells Fargo 2005 - 2011
Skills
Loan Origination, Residential Mortgages, Real Estate, Refinance, Mortgage Lending, Loans, First Time Home Buyers, Investments, Mortgage Banking, Investment Properties, FHA
Education
California Polytechnic State University-San Luis Obispo 1993 — 1996
BA Poly Sci, Business
Preston Kern, CFA's Wells Fargo Experience May 2012 - Present
Job AVP, Investment Management Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2012 - Present
Wells Fargo April 2010 - May 2012
Bank of the West April 2007 - April 2010
Bank of the West June 2006 - September 2006
Skills
CFA, matlab, Touch Point, Syndtrak, Microsoft Office 2007, Commercial Banking, Banking, Accounting, Loans, Risk, Cash Flow, Fixed Income, Financial Analysis, Excel, Outlook, PowerPoint, Word, Credit Analysis, Financial Modeling, Microsoft Office, Credit, FX, Access, Problem Solving, Mergers, Corporate Finance, Financial Reporting, Investments, Research, Financial Planning, Microsoft Excel, Analysis, Financial Risk, Equities, Real Estate, Portfolio Management, Strategic Financial..., FX Options, Chartered Financial..., Mergers & Acquisitions, Retirement Planning
Education
California Polytechnic State University-San Luis Obispo 2002 — 2007
Bachelor's Degree, Double Major (Business): Finance, Accounting, Economics----- Minor: Psychology
Wells Fargo May 2012 - Present
Wells Fargo April 2010 - May 2012
Bank of the West April 2007 - April 2010
Bank of the West June 2006 - September 2006
Skills
CFA, matlab, Touch Point, Syndtrak, Microsoft Office 2007, Commercial Banking, Banking, Accounting, Loans, Risk, Cash Flow, Fixed Income, Financial Analysis, Excel, Outlook, PowerPoint, Word, Credit Analysis, Financial Modeling, Microsoft Office, Credit, FX, Access, Problem Solving, Mergers, Corporate Finance, Financial Reporting, Investments, Research, Financial Planning, Microsoft Excel, Analysis, Financial Risk, Equities, Real Estate, Portfolio Management, Strategic Financial..., FX Options, Chartered Financial..., Mergers & Acquisitions, Retirement Planning
Education
California Polytechnic State University-San Luis Obispo 2002 — 2007
Bachelor's Degree, Double Major (Business): Finance, Accounting, Economics----- Minor: Psychology
Delmar L. Garcia Jr. Delmar L. Garcia Jr.'s Wells Fargo Experience Vice President/Business Banking ManagerWells Fargo Bank2005 - Present
Job
Industry Banking
Experience
Wells Fargo Vice President/Business Banking ManagerWells Fargo Bank2005 - Present
Skills
Credit, Credit Analysis, Commercial Lending, Small Business Lending, Loans, Commercial Banking, Banking, Underwriting, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo 1972 — 1977
Bachelor's degree, Agricultural Business and Management
Wells Fargo Vice President/Business Banking ManagerWells Fargo Bank2005 - Present
Skills
Credit, Credit Analysis, Commercial Lending, Small Business Lending, Loans, Commercial Banking, Banking, Underwriting, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo 1972 — 1977
Bachelor's degree, Agricultural Business and Management
Eric Schnyder's Wells Fargo Experience September 2006 - Present
Job
Industry Financial Services
Experience
Wells Fargo September 2006 - Present
Skills
Commercial Lending, Corporate Finance, Credit Analysis, Relationship Management, Cash Flow Lending, Financial Modeling, Manage Client..., Portfolio Management, Banking, Syndications, Restaurants, Team Management, Loans, Team Leadership, Underwriting, Financial Analysis, Finance, Commercial Banking
Education
California Polytechnic State University-San Luis Obispo 2003 — 2005
Business Admin.
Wells Fargo September 2006 - Present
Skills
Commercial Lending, Corporate Finance, Credit Analysis, Relationship Management, Cash Flow Lending, Financial Modeling, Manage Client..., Portfolio Management, Banking, Syndications, Restaurants, Team Management, Loans, Team Leadership, Underwriting, Financial Analysis, Finance, Commercial Banking
Education
California Polytechnic State University-San Luis Obispo 2003 — 2005
Business Admin.
Jeff Parravano's Wells Fargo Experience 2010 - 2011
Job Agile Coach@BlueShield
Industry Internet
Experience
Blue Shield of California 2014 - Present
Golden Gate Agile, LLC 2009 - Present
Slalom Consulting 2013 - 2014
Hotwire 2011 - 2013
Wells Fargo 2010 - 2011
Clear Capital 2009 - 2010
Wells Fargo Bank 2005 - 2009
Gap, Inc. 2004 - 2005
USinternetworking 1999 - 2003
Skills
E-commerce, SaaS, Scrum, Program Management, Cloud Computing, Product Management, Strategic Planning, Strategy, Cross-functional Team..., Integration, Mobile Applications, Kanban, P&L Management, Web Analytics, Scaled Agile, CSM, Agile Methodologies, SDLC, Management
Education
California Polytechnic State University-San Luis Obispo
B.S.
Agile Coaching Institute
Blue Shield of California 2014 - Present
Golden Gate Agile, LLC 2009 - Present
Slalom Consulting 2013 - 2014
Hotwire 2011 - 2013
Wells Fargo 2010 - 2011
Clear Capital 2009 - 2010
Wells Fargo Bank 2005 - 2009
Gap, Inc. 2004 - 2005
USinternetworking 1999 - 2003
Skills
E-commerce, SaaS, Scrum, Program Management, Cloud Computing, Product Management, Strategic Planning, Strategy, Cross-functional Team..., Integration, Mobile Applications, Kanban, P&L Management, Web Analytics, Scaled Agile, CSM, Agile Methodologies, SDLC, Management
Education
California Polytechnic State University-San Luis Obispo
B.S.
Agile Coaching Institute
Al Henry CISSP, CISA's Wells Fargo Experience 2015 - Present
Job Starting to look again, available 11/1
Industry Computer & Network Security
Experience
New home September 2015 - Present
Wells Fargo 2015 - Present
PayPal May 2014 - February 2015
Wells Fargo August 2012 - December 2013
Green Tree Servicing February 2012 - August 2012
Al Henry CISSP April 2001 - December 2011
Electronic Data Systems 2008 - 2008
eHealthInsurance 2005 - 2007
Siebel Systems 2001 - 2001
Icarian 2000 - 2001
Skills
Quality Assurance, SDLC, Risk Management, Agile Methodologies, Testing, Strategy, IT Audit, Leadership, CRM, Business Analysis, Software Development, IT Management, Cross-functional Team..., Program Management, COBIT, ITIL, SOX 404, ITGC, ISO, PMP, Six Sigma, IT GRC, Release Management, CMM, IT Risk Management, Product Management, Operations Management, Start-ups, Digital Signal..., FDA, CGEIT, IEEE, DoD, HCI, Compilers, Business Intelligence, Information Technology, Analysis, Management, Software Engineering..., Information Security
Education
Stanford University 2006 — 2009
University of California, Santa Cruz 1994 — 2000
Certificate
California State University-Hayward 1987 — 1989
Bachelor's Degree
California Polytechnic State University-San Luis Obispo 1977 — 1980
Bachelor's Degree
New home September 2015 - Present
Wells Fargo 2015 - Present
PayPal May 2014 - February 2015
Wells Fargo August 2012 - December 2013
Green Tree Servicing February 2012 - August 2012
Al Henry CISSP April 2001 - December 2011
Electronic Data Systems 2008 - 2008
eHealthInsurance 2005 - 2007
Siebel Systems 2001 - 2001
Icarian 2000 - 2001
Skills
Quality Assurance, SDLC, Risk Management, Agile Methodologies, Testing, Strategy, IT Audit, Leadership, CRM, Business Analysis, Software Development, IT Management, Cross-functional Team..., Program Management, COBIT, ITIL, SOX 404, ITGC, ISO, PMP, Six Sigma, IT GRC, Release Management, CMM, IT Risk Management, Product Management, Operations Management, Start-ups, Digital Signal..., FDA, CGEIT, IEEE, DoD, HCI, Compilers, Business Intelligence, Information Technology, Analysis, Management, Software Engineering..., Information Security
Education
Stanford University 2006 — 2009
University of California, Santa Cruz 1994 — 2000
Certificate
California State University-Hayward 1987 — 1989
Bachelor's Degree
California Polytechnic State University-San Luis Obispo 1977 — 1980
Bachelor's Degree
Josh Keller's Wells Fargo Experience March 2014 - July 2015
Job Legal Professional/Project Coordinator
Industry Legal Services
Experience
Wells Fargo March 2014 - July 2015
Wells Fargo July 2012 - March 2014
Perkins Coie LLP July 2008 - December 2008
McKenna Long & Aldridge LLP July 2006 - December 2006
Holland & Knight LLP 2003 - 2004
Keker & Van Nest 1999 - 2003
Skills
Legal Writing, Trade Secrets, Legal Assistance, Trademarks, Intellectual Property, Commercial Litigation, Copyright Law, Westlaw, Licensing, Litigation, Patents, Civil Litigation, Corporate Law, Trademark Infringement, Patent Litigation, Trials, Litigation Support, Class Actions, Pleadings
Education
Empire College School of Law 2007 — 2011
JD, Law
California State University-Sacramento 1994 — 1997
BA, Environmental Science/Political Sci
California Polytechnic State University-San Luis Obispo 1987 — 1991
AA, Dairy Science
Wells Fargo March 2014 - July 2015
Wells Fargo July 2012 - March 2014
Perkins Coie LLP July 2008 - December 2008
McKenna Long & Aldridge LLP July 2006 - December 2006
Holland & Knight LLP 2003 - 2004
Keker & Van Nest 1999 - 2003
Skills
Legal Writing, Trade Secrets, Legal Assistance, Trademarks, Intellectual Property, Commercial Litigation, Copyright Law, Westlaw, Licensing, Litigation, Patents, Civil Litigation, Corporate Law, Trademark Infringement, Patent Litigation, Trials, Litigation Support, Class Actions, Pleadings
Education
Empire College School of Law 2007 — 2011
JD, Law
California State University-Sacramento 1994 — 1997
BA, Environmental Science/Political Sci
California Polytechnic State University-San Luis Obispo 1987 — 1991
AA, Dairy Science
William Santangelo's Wells Fargo Experience December 2008 - January 2010
Job Financial Professional
Industry Financial Services
Experience
Logix Federal Credit Union September 2014 - Present
Logix Federal Credit Union October 2013 - September 2014
Logix Federal Credit Union July 2012 - October 2013
SDS Digital November 2011 - November 2012
Wells Fargo December 2008 - January 2010
Wells Fargo August 2007 - November 2008
Skills
Banking, Credit, Asset Managment, Financial Risk, Loans, Microsoft Word, Microsoft Office, Capital Markets, Asset Management, Customer Service, Marketing, Sales, Financial Analysis, Financial Services, Risk Management, Retail Banking, Finance
Education
CSUN 2012 — 2014
Bachelor of Arts (B.A.), History
Moorpark College 2009 — 2012
Associate of Arts (A.A.), History
California Lutheran University 2005 — 2009
Logix Federal Credit Union September 2014 - Present
Logix Federal Credit Union October 2013 - September 2014
Logix Federal Credit Union July 2012 - October 2013
SDS Digital November 2011 - November 2012
Wells Fargo December 2008 - January 2010
Wells Fargo August 2007 - November 2008
Skills
Banking, Credit, Asset Managment, Financial Risk, Loans, Microsoft Word, Microsoft Office, Capital Markets, Asset Management, Customer Service, Marketing, Sales, Financial Analysis, Financial Services, Risk Management, Retail Banking, Finance
Education
CSUN 2012 — 2014
Bachelor of Arts (B.A.), History
Moorpark College 2009 — 2012
Associate of Arts (A.A.), History
California Lutheran University 2005 — 2009
Nadine Carmody's Wells Fargo Experience May 1997 - September 1998
Job Customer Relationship Manager at Bank of America
Industry Banking
Experience
Bank of America April 2014 - Present
Bank of America April 2011 - March 2014
Fremont Investment and Loan September 1998 - April 2007
Wells Fargo May 1997 - September 1998
Mid-America Mortgage Corporation June 1995 - June 1997
Skills
Home Retention, Working towards Six...
Education
California Lutheran University 2011 — 2014
Organizational Leadership (Pending)
Bank of America April 2014 - Present
Bank of America April 2011 - March 2014
Fremont Investment and Loan September 1998 - April 2007
Wells Fargo May 1997 - September 1998
Mid-America Mortgage Corporation June 1995 - June 1997
Skills
Home Retention, Working towards Six...
Education
California Lutheran University 2011 — 2014
Organizational Leadership (Pending)
Gema Quinn's Wells Fargo Experience 2011 - Present
Job Sr Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo 2011 - Present
Comerica Bank September 2001 - October 2011
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Loans, Credit, Banking, Underwriting, Treasury Management, Asset Based Lending, Financial Analysis, Middle Market, Cash Flow Lending, Lines Of Credit, Financial Modeling, Cash Management, Investments, Commercial Mortgages, Corporate Finance, Mortgage Lending, Real Estate Economics, Wealth Management, Portfolio Management, Relationship Management
Education
California Polytechnic State University-San Luis Obispo 1997 — 2001
Wells Fargo 2011 - Present
Comerica Bank September 2001 - October 2011
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Loans, Credit, Banking, Underwriting, Treasury Management, Asset Based Lending, Financial Analysis, Middle Market, Cash Flow Lending, Lines Of Credit, Financial Modeling, Cash Management, Investments, Commercial Mortgages, Corporate Finance, Mortgage Lending, Real Estate Economics, Wealth Management, Portfolio Management, Relationship Management
Education
California Polytechnic State University-San Luis Obispo 1997 — 2001
Bart Kay's Wells Fargo Experience 1999 - 2000
Job Business Project Manager
Industry Utilities
Experience
San Francisco State University 2006 - Present
Providian Financial 2000 - 2001
Wells Fargo 1999 - 2000
MCI 1994 - 1997
Electronic Data Systems 1989 - 1991
Education
San Francisco State University
MBA
University of California, Berkeley 1992 — 1994
MS
California Polytechnic State University-San Luis Obispo 1986 — 1989
San Francisco State University 2006 - Present
Providian Financial 2000 - 2001
Wells Fargo 1999 - 2000
MCI 1994 - 1997
Electronic Data Systems 1989 - 1991
Education
San Francisco State University
MBA
University of California, Berkeley 1992 — 1994
MS
California Polytechnic State University-San Luis Obispo 1986 — 1989
Elvie Tomacder's Wells Fargo Experience 2011 - 2013
Job Technology Manager at Wells Fargo
Industry Information Technology and Services
Experience
wells fargo 2011 - 2013
Wells Fargo 2002 - 2011
Inventa 2000 - 2002
Accenture 1995 - 1999
IBM 1993 - 1995
Skills
Business Analysis, SDLC, Program Management, Business Process, Business Process..., Requirements Analysis, Integration, Vendor Management, Process Improvement, Project Management, Analysis, ERP, Enterprise Architecture, Leadership, Management Consulting, PMO, Software Project..., Testing, Visio
Education
California Polytechnic State University-San Luis Obispo
Management Information Systems
wells fargo 2011 - 2013
Wells Fargo 2002 - 2011
Inventa 2000 - 2002
Accenture 1995 - 1999
IBM 1993 - 1995
Skills
Business Analysis, SDLC, Program Management, Business Process, Business Process..., Requirements Analysis, Integration, Vendor Management, Process Improvement, Project Management, Analysis, ERP, Enterprise Architecture, Leadership, Management Consulting, PMO, Software Project..., Testing, Visio
Education
California Polytechnic State University-San Luis Obispo
Management Information Systems
Don Seymour's Wells Fargo Experience October 2011 - August 2012
Job The Wolff Company
Industry Information Technology and Services
Experience
The Wolff Company February 2015 - September 2015
Defense Language Institute Foreign Language Center May 2013 - January 2015
Defense Language Institute Foreign Language Center June 2012 - May 2013
Wells Fargo October 2011 - August 2012
Defense Language Institute Foreign Language Center January 2011 - September 2011
Defense Language Institute Foreign Language Center July 2010 - September 2010
Digital Realty December 2009 - March 2010
Blue Wave Solutions August 2009 - November 2009
Earth Island Institute January 2009 - May 2009
Fry's Electronics November 2008 - January 2009
Skills
Project Management, System Administration, Troubleshooting, Active Directory, Program Management, Computer Hardware, SQL, Windows, Networking, Databases, Quality Assurance, Servers, Technical Support, Management, Data Center, Microsoft SQL Server, Integration, Telecommunications, Network Administration, Testing, Disaster Recovery, Project Planning, ITIL, Operating Systems, Process Improvement, Customer Service, IT Management, Help Desk Support, XP, Business Analysis, Windows Server, Vendor Management, Network Security, Requirements Analysis, Software Installation, Analysis, Windows 7, Software Development, Virtualization, Unix, Training, Team Leadership, Software Documentation, Security, SharePoint, Crystal Reports, Visio, System Deployment, IIS, VMware
Education
California Polytechnic State University-San Luis Obispo 1986 — 1988
Aeronautical Engineering
Cuesta College 1985 — 1986
Engineering
University of California, Santa Barbara 1982 — 1984
Computer Science
The Wolff Company February 2015 - September 2015
Defense Language Institute Foreign Language Center May 2013 - January 2015
Defense Language Institute Foreign Language Center June 2012 - May 2013
Wells Fargo October 2011 - August 2012
Defense Language Institute Foreign Language Center January 2011 - September 2011
Defense Language Institute Foreign Language Center July 2010 - September 2010
Digital Realty December 2009 - March 2010
Blue Wave Solutions August 2009 - November 2009
Earth Island Institute January 2009 - May 2009
Fry's Electronics November 2008 - January 2009
Skills
Project Management, System Administration, Troubleshooting, Active Directory, Program Management, Computer Hardware, SQL, Windows, Networking, Databases, Quality Assurance, Servers, Technical Support, Management, Data Center, Microsoft SQL Server, Integration, Telecommunications, Network Administration, Testing, Disaster Recovery, Project Planning, ITIL, Operating Systems, Process Improvement, Customer Service, IT Management, Help Desk Support, XP, Business Analysis, Windows Server, Vendor Management, Network Security, Requirements Analysis, Software Installation, Analysis, Windows 7, Software Development, Virtualization, Unix, Training, Team Leadership, Software Documentation, Security, SharePoint, Crystal Reports, Visio, System Deployment, IIS, VMware
Education
California Polytechnic State University-San Luis Obispo 1986 — 1988
Aeronautical Engineering
Cuesta College 1985 — 1986
Engineering
University of California, Santa Barbara 1982 — 1984
Computer Science
Dan Featherstone's Wells Fargo Experience November 2010 - June 2012
Job Global Acquisition Integration Program Manager Cisco Systems
Industry Management Consulting
Experience
Cisco February 2013 - Present
Symetosphere, LLC November 2010 - May 2013
Wells Fargo November 2010 - June 2012
Capgemini April 2008 - October 2010
Key Bank August 2007 - April 2008
Westfield Group February 2001 - August 2007
Cap Gemini Ernst & Young June 1998 - February 2001
Skills
Partnering, Organizational Change, Process Engineering, Process Management, Governance, Business Case, Change Management, Business Process Design, Management Consulting, Program Management, SDLC, Strategic Planning, Project Management, Requirements Management, Business Requirements, UML, Business Process..., Project Planning, SharePoint, OOAD, RUP Methodologies, Strategy, CRM, Enterprise Architecture, Business Intelligence, Organizational Behavior, Business Analysis, Thought Leadership, IT Strategy
Education
Case Western Reserve University - Weatherhead School of Management 2000 — 2002
Certificate: Strategy & Innovation
Kent State University 1995 — 1998
Masters, MBA
California Polytechnic State University-San Luis Obispo 1988 — 1993
B.S., Industrial Technology
Cisco February 2013 - Present
Symetosphere, LLC November 2010 - May 2013
Wells Fargo November 2010 - June 2012
Capgemini April 2008 - October 2010
Key Bank August 2007 - April 2008
Westfield Group February 2001 - August 2007
Cap Gemini Ernst & Young June 1998 - February 2001
Skills
Partnering, Organizational Change, Process Engineering, Process Management, Governance, Business Case, Change Management, Business Process Design, Management Consulting, Program Management, SDLC, Strategic Planning, Project Management, Requirements Management, Business Requirements, UML, Business Process..., Project Planning, SharePoint, OOAD, RUP Methodologies, Strategy, CRM, Enterprise Architecture, Business Intelligence, Organizational Behavior, Business Analysis, Thought Leadership, IT Strategy
Education
Case Western Reserve University - Weatherhead School of Management 2000 — 2002
Certificate: Strategy & Innovation
Kent State University 1995 — 1998
Masters, MBA
California Polytechnic State University-San Luis Obispo 1988 — 1993
B.S., Industrial Technology
Angelito Reyes, CPA's Wells Fargo Experience December 2014 - Present
Job Senior Accountant Business Banking Group
Industry Banking
Experience
Wells Fargo December 2014 - Present
Wells Fargo Bank November 2013 - December 2014
Wells Fargo Bank May 2011 - October 2013
Wells Fargo Bank 2009 - 2011
Wells Fargo 2006 - 2009
Smith, Lange & Phillips LLP 2002 - 2006
Skills
Planning Budgeting &..., Financial Analysis, Essbase, Corporate Finance, Accounting, US GAAP, Tax, GAAP, Budgets, Strategic Financial..., Foreign Exchange, Internal Controls, SEC Financial Reporting, Regulatory Filings, Financial Modeling, Finance, Financial Planning, Financial Accounting
Education
University of California, Santa Barbara
BA, Business Economics w/ Emphasis in Accounting
California Polytechnic State University-San Luis Obispo
Lowell High School
Wells Fargo December 2014 - Present
Wells Fargo Bank November 2013 - December 2014
Wells Fargo Bank May 2011 - October 2013
Wells Fargo Bank 2009 - 2011
Wells Fargo 2006 - 2009
Smith, Lange & Phillips LLP 2002 - 2006
Skills
Planning Budgeting &..., Financial Analysis, Essbase, Corporate Finance, Accounting, US GAAP, Tax, GAAP, Budgets, Strategic Financial..., Foreign Exchange, Internal Controls, SEC Financial Reporting, Regulatory Filings, Financial Modeling, Finance, Financial Planning, Financial Accounting
Education
University of California, Santa Barbara
BA, Business Economics w/ Emphasis in Accounting
California Polytechnic State University-San Luis Obispo
Lowell High School
Brent Lathe's Wells Fargo Experience 2013 - 2014
Job Supply Chain Business Analyst at Intel Corporation
Industry Computer Hardware
Experience
Intel Corporation 2015 - Present
Wells Fargo 2013 - 2014
Praxis Capital 2012 - 2013
Brent Lathe- Independent Contractor 2010 - 2012
Sims Recycling Solutions 2008 - 2010
Taylor Morrison 2003 - 2008
Health Net 1999 - 2003
Gordon, Odom, & Davis, CPAs 1997 - 1999
Skills
Real Estate, Accounting, Mergers, Financial Analysis, Negotiation, Finance, Due Diligence, Contract Negotiation, Investments, Mergers & Acquisitions, Investment Properties, Asset Management, Financial Modeling, Credit, Budgets, Mortgage Lending, Management, Sales, Real Estate Development
Education
California Licensed CPA (Inactive)
California Polytechnic State University-San Luis Obispo 1994 — 1997
BS
Intel Corporation 2015 - Present
Wells Fargo 2013 - 2014
Praxis Capital 2012 - 2013
Brent Lathe- Independent Contractor 2010 - 2012
Sims Recycling Solutions 2008 - 2010
Taylor Morrison 2003 - 2008
Health Net 1999 - 2003
Gordon, Odom, & Davis, CPAs 1997 - 1999
Skills
Real Estate, Accounting, Mergers, Financial Analysis, Negotiation, Finance, Due Diligence, Contract Negotiation, Investments, Mergers & Acquisitions, Investment Properties, Asset Management, Financial Modeling, Credit, Budgets, Mortgage Lending, Management, Sales, Real Estate Development
Education
California Licensed CPA (Inactive)
California Polytechnic State University-San Luis Obispo 1994 — 1997
BS
Amanda Warenkiewicz Gilroy's Wells Fargo Experience April 2015 - Present
Job Implementation Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2015 - Present
Capital One August 2014 - March 2015
Capital One May 2012 - August 2014
HSBC Card Services May 2011 - May 2012
HSBC Card Services July 2007 - May 2011
HSBC Card Services July 2005 - July 2007
Skills
Banking, Credit Risk, Risk Management, Credit Cards, Vendor Management, Process Improvement, Relationship Management, Management, Business Strategy, Program Management, Compliance, Financial Services, Portfolio Management, Strategy
Education
California Polytechnic State University-San Luis Obispo 2000 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo April 2015 - Present
Capital One August 2014 - March 2015
Capital One May 2012 - August 2014
HSBC Card Services May 2011 - May 2012
HSBC Card Services July 2007 - May 2011
HSBC Card Services July 2005 - July 2007
Skills
Banking, Credit Risk, Risk Management, Credit Cards, Vendor Management, Process Improvement, Relationship Management, Management, Business Strategy, Program Management, Compliance, Financial Services, Portfolio Management, Strategy
Education
California Polytechnic State University-San Luis Obispo 2000 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Ray Lara's Wells Fargo Experience August 2010 - March 2013
Job at
Industry Military
Experience
US Army January 2003 - Present
Wells Fargo August 2010 - March 2013
Bank of America March 2002 - May 2009
Skills
Banking, Loans, Financial Services, Commercial Banking, Credit, Risk Management, Mortgage Lending, Retail Banking, Finance, Customer Service, Team Building, Sales, Financial Risk, Credit Cards, Financial Analysis, Investments, Wealth Management, Budgets, Government, Small Business Lending, Commercial Lending, Lines Of Credit, Mortgage Banking, Cash Management, Leadership, Small Business, Analysis, Asset Management, Branch Banking, Business Development, Consumer Lending, Corporate Finance, Credit Analysis, Executive Management, Financial Modeling, Insurance, Payments, Relationship Management, Strategic Financial..., Private Banking, Retirement, Management, Sales Management, Team Leadership, New Business Development, Customer Retention, Cross Selling
Education
California Lutheran University 1995 — 1999
Bachelor of Science (B.S.), Sports Medicine
US Army January 2003 - Present
Wells Fargo August 2010 - March 2013
Bank of America March 2002 - May 2009
Skills
Banking, Loans, Financial Services, Commercial Banking, Credit, Risk Management, Mortgage Lending, Retail Banking, Finance, Customer Service, Team Building, Sales, Financial Risk, Credit Cards, Financial Analysis, Investments, Wealth Management, Budgets, Government, Small Business Lending, Commercial Lending, Lines Of Credit, Mortgage Banking, Cash Management, Leadership, Small Business, Analysis, Asset Management, Branch Banking, Business Development, Consumer Lending, Corporate Finance, Credit Analysis, Executive Management, Financial Modeling, Insurance, Payments, Relationship Management, Strategic Financial..., Private Banking, Retirement, Management, Sales Management, Team Leadership, New Business Development, Customer Retention, Cross Selling
Education
California Lutheran University 1995 — 1999
Bachelor of Science (B.S.), Sports Medicine
Devon Gauvreau's Wells Fargo Experience January 2010 - June 2011
Job at
Industry Real Estate
Experience
Rushmore Loan Management Services LLC November 2012 - July 2014
Keller Williams OC Coastal Realty May 2009 - May 2014
Wells Fargo January 2010 - June 2011
First Franklin 1999 - 2008
Skills
Staff Supervision, Short Sales, Loans, Investment Properties, Team Leadership, Real Estate, Sellers, Mortgage Lending, First Time Home Buyers, Mortgage Underwriting, Foreclosures, REO, Team Building, Underwriting
Education
California Polytechnic State University-San Luis Obispo 1993 — 1997
Atascadero High School 1989 — 1993
Rushmore Loan Management Services LLC November 2012 - July 2014
Keller Williams OC Coastal Realty May 2009 - May 2014
Wells Fargo January 2010 - June 2011
First Franklin 1999 - 2008
Skills
Staff Supervision, Short Sales, Loans, Investment Properties, Team Leadership, Real Estate, Sellers, Mortgage Lending, First Time Home Buyers, Mortgage Underwriting, Foreclosures, REO, Team Building, Underwriting
Education
California Polytechnic State University-San Luis Obispo 1993 — 1997
Atascadero High School 1989 — 1993
Jean-Louis Paradis, MBA's Wells Fargo Experience August 2003 - September 2007
Job State of California California Department of Public Health
Industry Public Safety
Experience
State of California Department of Public Health September 2007 - Present
State of California September 2007 - Present
Wells Fargo August 2003 - September 2007
Education
National University 2004 — 2005
MBA, Finance
California Polytechnic State University-San Luis Obispo 1999 — 2003
BS, Business/Finance
Sierra College 1995 — 1998
AS, Business/Finance
State of California Department of Public Health September 2007 - Present
State of California September 2007 - Present
Wells Fargo August 2003 - September 2007
Education
National University 2004 — 2005
MBA, Finance
California Polytechnic State University-San Luis Obispo 1999 — 2003
BS, Business/Finance
Sierra College 1995 — 1998
AS, Business/Finance
Lorie J Call's Wells Fargo Experience April 2007 - Present
Job Applications Programmer/Analyst at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo April 2007 - Present
Wells Fargo Home Mortgage December 2005 - April 2007
OfficeTeam September 2005 - November 2005
County of Tulare May 2004 - August 2005
Synopsys May 1989 - January 1990
Cadence Design Systems June 1986 - April 1989
Zilog January 1984 - June 1986
E-H Electronics November 1982 - December 1983
TRW September 1981 - November 1982
Control Data Corporation June 1978 - September 1981
Education
California Polytechnic State University-San Luis Obispo 1977 — 1982
BS
Wells Fargo April 2007 - Present
Wells Fargo Home Mortgage December 2005 - April 2007
OfficeTeam September 2005 - November 2005
County of Tulare May 2004 - August 2005
Synopsys May 1989 - January 1990
Cadence Design Systems June 1986 - April 1989
Zilog January 1984 - June 1986
E-H Electronics November 1982 - December 1983
TRW September 1981 - November 1982
Control Data Corporation June 1978 - September 1981
Education
California Polytechnic State University-San Luis Obispo 1977 — 1982
BS
Christopher Soukup's Wells Fargo Experience April 2010 - May 2011
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2015 - Present
TD Ameritrade January 2012 - February 2015
TD Ameritrade May 2011 - December 2011
Wells Fargo April 2010 - May 2011
MassMutual Financial Group April 2008 - April 2010
Skills
Series 7, Series 66, Life Agent Licence, Retirement Planning, Series 63, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Securities, Asset Allocation, Retirement, Investment Advisory, Series 65, Portfolio Management, 401k, Financial Services, Investment Strategies, Fixed Annuities, Insurance, Uniform Combined State..., Series 24
Education
Western Governors University 2014 — 2016
Master of Business Administration (MBA), Management & Strategy
California Polytechnic State University-San Luis Obispo 2003 — 2006
Bachelor of Science, Business Administration, Finance
Etiwanda High School 1999 — 2003
HS Diploma
TD Ameritrade February 2015 - Present
TD Ameritrade January 2012 - February 2015
TD Ameritrade May 2011 - December 2011
Wells Fargo April 2010 - May 2011
MassMutual Financial Group April 2008 - April 2010
Skills
Series 7, Series 66, Life Agent Licence, Retirement Planning, Series 63, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Securities, Asset Allocation, Retirement, Investment Advisory, Series 65, Portfolio Management, 401k, Financial Services, Investment Strategies, Fixed Annuities, Insurance, Uniform Combined State..., Series 24
Education
Western Governors University 2014 — 2016
Master of Business Administration (MBA), Management & Strategy
California Polytechnic State University-San Luis Obispo 2003 — 2006
Bachelor of Science, Business Administration, Finance
Etiwanda High School 1999 — 2003
HS Diploma
Mark Gnekow's Wells Fargo Experience March 2013 - Present
Job AVP, Treasury Management at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2013 - Present
JP Morgan Chase June 2008 - February 2013
HSBC January 2006 - December 2007
HSBC November 2004 - December 2005
HSBC June 2001 - September 2004
HSBC August 1999 - May 2001
Skills
Financial Markets, Treasury Management, Cash Management, Treasury Services, Banking, Loans, Credit, Commercial Lending, Credit Analysis, Risk Management, Financial Analysis, Succession Planning, Commercial Banking, Finance, Financial Services, Portfolio Management
Education
California Polytechnic State University-San Luis Obispo 1994 — 1999
Bachelor of Science (B.S.), Finance
University of Phoenix 2015 — 2016
Master of Science (M.S.), Accountancy
Wells Fargo March 2013 - Present
JP Morgan Chase June 2008 - February 2013
HSBC January 2006 - December 2007
HSBC November 2004 - December 2005
HSBC June 2001 - September 2004
HSBC August 1999 - May 2001
Skills
Financial Markets, Treasury Management, Cash Management, Treasury Services, Banking, Loans, Credit, Commercial Lending, Credit Analysis, Risk Management, Financial Analysis, Succession Planning, Commercial Banking, Finance, Financial Services, Portfolio Management
Education
California Polytechnic State University-San Luis Obispo 1994 — 1999
Bachelor of Science (B.S.), Finance
University of Phoenix 2015 — 2016
Master of Science (M.S.), Accountancy
Sal Sandoval's Wells Fargo Experience September 1994 - March 2004
Job VP Branch Manager at Montecito Bank & Trust
Industry Banking
Experience
Montecito Bank & Trust October 2006 - Present
Wells Fargo Bank 1997 - 2005
Wells Fargo September 1994 - March 2004
Skills
Loans, Wealth Management, Credit, Portfolio Management, Commercial Banking, Banking, Investments, Strategic Financial..., Retail Banking, Mortgage Lending, Credit Analysis, Loan Origination, Small Business Lending, Risk Management, Mutual Funds, Sales Management, Leadership, Real Estate, Management, Small Business, New Business Development, Strategic Planning, Team Building, Budgets, Commercial Lending, Underwriting, Financial Analysis, Investment Advisory, Series 7
Education
California Lutheran University 1974 — 1979
California Lutheran University 1974 — 1978
BS
Baldwin Park High School 1971 — 1976
Montecito Bank & Trust October 2006 - Present
Wells Fargo Bank 1997 - 2005
Wells Fargo September 1994 - March 2004
Skills
Loans, Wealth Management, Credit, Portfolio Management, Commercial Banking, Banking, Investments, Strategic Financial..., Retail Banking, Mortgage Lending, Credit Analysis, Loan Origination, Small Business Lending, Risk Management, Mutual Funds, Sales Management, Leadership, Real Estate, Management, Small Business, New Business Development, Strategic Planning, Team Building, Budgets, Commercial Lending, Underwriting, Financial Analysis, Investment Advisory, Series 7
Education
California Lutheran University 1974 — 1979
California Lutheran University 1974 — 1978
BS
Baldwin Park High School 1971 — 1976
Vincent Vo, CPA's Wells Fargo Experience July 2013 - January 2015
Job Financial Analyst at Codexis, Inc.
Industry Accounting
Experience
Codexis, Inc. January 2015 - Present
Wells Fargo July 2013 - January 2015
Ernst & Young September 2010 - June 2013
Ernst & Young June 2009 - August 2009
Vector Marketing July 2007 - September 2007
Skills
US GAAP, Auditing, Fund Accounting, Hedge Funds, Private Equity, Financial Reporting, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Research, Investment Valuation, GAAP, Accounting, Financial Analysis, Finance, Management, Leadership, Financial Accounting, Microsoft Office, Financial Services
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
Bachelor of Science (B.S.), Business Administration, Accounting, Major GPA: 3.81/4.00 Cummulative GPA: 3.71/4.00 (Cum Laude)
Codexis, Inc. January 2015 - Present
Wells Fargo July 2013 - January 2015
Ernst & Young September 2010 - June 2013
Ernst & Young June 2009 - August 2009
Vector Marketing July 2007 - September 2007
Skills
US GAAP, Auditing, Fund Accounting, Hedge Funds, Private Equity, Financial Reporting, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Research, Investment Valuation, GAAP, Accounting, Financial Analysis, Finance, Management, Leadership, Financial Accounting, Microsoft Office, Financial Services
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
Bachelor of Science (B.S.), Business Administration, Accounting, Major GPA: 3.81/4.00 Cummulative GPA: 3.71/4.00 (Cum Laude)
Jackie Holck's Wells Fargo Experience August 2006 - April 2011
Job Customer Service Manager Business Payroll Services at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank April 2011 - Present
Wells Fargo August 2006 - April 2011
Wine & Roses Hotel Restaurant Spa 2002 - 2006
Skills
Hiring, Management, Strategic Planning, Team Building, Sales, Customer Service, Event Planning
Education
California Polytechnic State University-San Luis Obispo 1995 — 1998
Bachelor’s Degree, Recreation Administration, Special Events
Wells Fargo Bank April 2011 - Present
Wells Fargo August 2006 - April 2011
Wine & Roses Hotel Restaurant Spa 2002 - 2006
Skills
Hiring, Management, Strategic Planning, Team Building, Sales, Customer Service, Event Planning
Education
California Polytechnic State University-San Luis Obispo 1995 — 1998
Bachelor’s Degree, Recreation Administration, Special Events
Midori Davidson's Wells Fargo Experience March 2003 - August 2006
Job Relationship Expansion Consultant I at PNC
Industry Consumer Services
Experience
PNC February 2013 - Present
Dignity Memorial February 2010 - January 2013
Foremost Insurance 2006 - 2009
Fifth Third Bank August 2007 - August 2008
Wells Fargo March 2003 - August 2006
Skills
Customer Service, Banking, Microsoft Excel, Microsoft Office, Sales, Microsoft Word, Loans, Outlook, Strategic Planning, Coaching, PowerPoint, Team Building, Leadership, Insurance, Employee Relations, Training, Program Management, Employee Benefits, Time Management, Recruiting, Marketing, Public Speaking, Customer Satisfaction
Education
Queens University of Charlotte 1998 — 2001
B.A., Psychology/Sociology
California Polytechnic State University-San Luis Obispo 1993 — 1995
none, Journalism/Women's Studies
Walden University
Master’s Degree, Marriage and Family Therapy/Counseling
PNC February 2013 - Present
Dignity Memorial February 2010 - January 2013
Foremost Insurance 2006 - 2009
Fifth Third Bank August 2007 - August 2008
Wells Fargo March 2003 - August 2006
Skills
Customer Service, Banking, Microsoft Excel, Microsoft Office, Sales, Microsoft Word, Loans, Outlook, Strategic Planning, Coaching, PowerPoint, Team Building, Leadership, Insurance, Employee Relations, Training, Program Management, Employee Benefits, Time Management, Recruiting, Marketing, Public Speaking, Customer Satisfaction
Education
Queens University of Charlotte 1998 — 2001
B.A., Psychology/Sociology
California Polytechnic State University-San Luis Obispo 1993 — 1995
none, Journalism/Women's Studies
Walden University
Master’s Degree, Marriage and Family Therapy/Counseling
Seth Tenpenny's Wells Fargo Experience February 2014 - Present
Job Portfolio Manager Healthcare Financial Services at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2014 - Present
Wells Fargo April 2012 - February 2014
FPA Central Ohio January 2011 - May 2012
PNC November 2009 - April 2012
National City Bank March 2008 - November 2009
National City Bank January 2007 - March 2008
National City Bank July 2005 - December 2007
Fifth Third Bank January 2004 - July 2005
Skills
Credit, Credit Analysis, Loans, Financial Risk, Risk Management, Credit Risk, Finance, Financial Analysis, Banking, Commercial Banking, Underwriting, Portfolio Management, Loan Structure, Loan Documents, Small Business Lending, Financial Services, Commercial Lending
Education
California Lutheran University 2005 — 2008
M.B.A, Financial Planning
Ohio Wesleyan University 1999 — 2003
BA, Economics
Wells Fargo February 2014 - Present
Wells Fargo April 2012 - February 2014
FPA Central Ohio January 2011 - May 2012
PNC November 2009 - April 2012
National City Bank March 2008 - November 2009
National City Bank January 2007 - March 2008
National City Bank July 2005 - December 2007
Fifth Third Bank January 2004 - July 2005
Skills
Credit, Credit Analysis, Loans, Financial Risk, Risk Management, Credit Risk, Finance, Financial Analysis, Banking, Commercial Banking, Underwriting, Portfolio Management, Loan Structure, Loan Documents, Small Business Lending, Financial Services, Commercial Lending
Education
California Lutheran University 2005 — 2008
M.B.A, Financial Planning
Ohio Wesleyan University 1999 — 2003
BA, Economics
Greg Heiss's Wells Fargo Experience 2000 - 2004
Job Vice President at Farm Credit West
Industry Banking
Experience
Farm Credit West April 2015 - Present
Gregory Heiss and Associates July 2014 - April 2015
Rabobank November 2013 - July 2014
Bank of the Sierra April 2008 - April 2013
Rabobank 2006 - 2008
Bank of America 2004 - 2006
Wells Fargo 2000 - 2004
Safeway 1997 - 2000
Nestle S.A. 1992 - 1997
Salyer American - SK Foods Division 1990 - 1992
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Asset Based Lending, Credit, Banking, Underwriting, Credit Analysis, Loans, Financial Analysis, Retail Banking, Lines Of Credit, Portfolio Management, Cash Flow Lending, Commercial Mortgages, SBA, SBA 504, Small Business, Financial Structuring, Credit Risk, Risk Management, Loan Origination, Construction Loans
Education
Cal Poly San Luis Obispo 1980 — 1984
Bachelor of Science (BS)
Farm Credit West April 2015 - Present
Gregory Heiss and Associates July 2014 - April 2015
Rabobank November 2013 - July 2014
Bank of the Sierra April 2008 - April 2013
Rabobank 2006 - 2008
Bank of America 2004 - 2006
Wells Fargo 2000 - 2004
Safeway 1997 - 2000
Nestle S.A. 1992 - 1997
Salyer American - SK Foods Division 1990 - 1992
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Asset Based Lending, Credit, Banking, Underwriting, Credit Analysis, Loans, Financial Analysis, Retail Banking, Lines Of Credit, Portfolio Management, Cash Flow Lending, Commercial Mortgages, SBA, SBA 504, Small Business, Financial Structuring, Credit Risk, Risk Management, Loan Origination, Construction Loans
Education
Cal Poly San Luis Obispo 1980 — 1984
Bachelor of Science (BS)
Christine Watkins's Wells Fargo Experience 2003 - 2008
Job Merchant Account Client Representative at MINDBODY, Inc.
Industry Online Media
Experience
MINDBODY, Inc. October 2012 - Present
NetworkMedia.com Inc. March 2011 - October 2012
New Connections Marketing August 2009 - November 2010
Wells Fargo 2003 - 2008
Skills
Social Media, Leadership, Retail, CRM, Social Media Marketing, Public Relations, Event Planning, Advertising, Customer Satisfaction, Marketing, Sales
Education
California Polytechnic State University-San Luis Obispo 2003 — 2009
BA, Communications
MINDBODY, Inc. October 2012 - Present
NetworkMedia.com Inc. March 2011 - October 2012
New Connections Marketing August 2009 - November 2010
Wells Fargo 2003 - 2008
Skills
Social Media, Leadership, Retail, CRM, Social Media Marketing, Public Relations, Event Planning, Advertising, Customer Satisfaction, Marketing, Sales
Education
California Polytechnic State University-San Luis Obispo 2003 — 2009
BA, Communications
Denise Cahill's Wells Fargo Experience August 2010 - August 2013
Job SVP/Loan Team Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank August 2013 - Present
Wells Fargo August 2010 - August 2013
Wells Fargo August 2007 - August 2010
Wells Fargo August 2001 - August 2007
Education
San Joaquin College of Law 2000 — 2004
Doctor of Law (J.D.)
California Polytechnic State University-San Luis Obispo 1982 — 1985
Bachelor's degree, Dairy Science
Wells Fargo Bank August 2013 - Present
Wells Fargo August 2010 - August 2013
Wells Fargo August 2007 - August 2010
Wells Fargo August 2001 - August 2007
Education
San Joaquin College of Law 2000 — 2004
Doctor of Law (J.D.)
California Polytechnic State University-San Luis Obispo 1982 — 1985
Bachelor's degree, Dairy Science
Arianne Hall's Wells Fargo Experience 2000 - 2006
Job Vice President, Treasury Relationship Manager at Union Bank
Industry Banking
Experience
Union Bank December 2012 - Present
Santa Barbara Bank & Trust October 2006 - April 2013
Wells Fargo 2000 - 2006
Skills
Commercial Banking, Cash Management, Treasury Management, Cross Selling, Relationship Management, Deposits, Payments, ACH, Treasury Services, Business Development, Internet Banking, Credit Analysis, Management, Credit, Small Business Lending, Commercial Lending, Banking, Lines Of Credit, Retail Banking, Loans
Education
California Polytechnic State University-San Luis Obispo 1994 — 2000
BS, Agriculture
Union Bank December 2012 - Present
Santa Barbara Bank & Trust October 2006 - April 2013
Wells Fargo 2000 - 2006
Skills
Commercial Banking, Cash Management, Treasury Management, Cross Selling, Relationship Management, Deposits, Payments, ACH, Treasury Services, Business Development, Internet Banking, Credit Analysis, Management, Credit, Small Business Lending, Commercial Lending, Banking, Lines Of Credit, Retail Banking, Loans
Education
California Polytechnic State University-San Luis Obispo 1994 — 2000
BS, Agriculture
Wanda Gray's Wells Fargo Experience December 2007 - August 2012
Job CoOwner at SOV Premier Logistics, LLC
Industry Financial Services
Experience
SOV Premier Logistics, LLC June 2013 - Present
TIAA-CREF March 2013 - Present
Wells Fargo Advisors August 2012 - February 2013
Wells Fargo December 2007 - August 2012
American Express Financial Advisors 2002 - 2004
Skills
Commercial Banking, Banking, Wealth Management, Mutual Funds, Customer Relations, Insurance, Customer Service, Strategic Financial..., Financial Analysis, Retirement Planning, Relationship Management, Portfolio Management, Financial Services, Asset Managment, Mortgage Lending, Investments
Education
California Lutheran University 2005 — 2007
Masters of Business Administration, Financial Planning
University of California, Los Angeles 2001 — 2002
Bachelor's of Arts, Sociology
SOV Premier Logistics, LLC June 2013 - Present
TIAA-CREF March 2013 - Present
Wells Fargo Advisors August 2012 - February 2013
Wells Fargo December 2007 - August 2012
American Express Financial Advisors 2002 - 2004
Skills
Commercial Banking, Banking, Wealth Management, Mutual Funds, Customer Relations, Insurance, Customer Service, Strategic Financial..., Financial Analysis, Retirement Planning, Relationship Management, Portfolio Management, Financial Services, Asset Managment, Mortgage Lending, Investments
Education
California Lutheran University 2005 — 2007
Masters of Business Administration, Financial Planning
University of California, Los Angeles 2001 — 2002
Bachelor's of Arts, Sociology
Eddie Yu's Wells Fargo Experience January 2002 - April 2003
Job Special Collects Operations Planner at Google
Industry Internet
Experience
Vail Resorts October 2011 - Present
Google Inc. (Contracted through Adecco Inc.) October 2013 - July 2014
Google Inc. (Contracted through Adecco Inc.) October 2012 - April 2013
Endorse.com December 2011 - April 2012
Marriott International June 2008 - April 2011
Consumer Credit Counseling Service October 2007 - April 2008
Countrywide Home Loans September 2005 - October 2007
Wells Fargo Home Mortgage April 2003 - August 2005
Wells Fargo January 2002 - April 2003
Avis Rent A Car System, Inc September 2000 - October 2001
Skills
Outlook, Word, Excel, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Operations Management, Social Media, Real Estate, Marketing, Hospitality, Budgets, Salesforce.com, Credit, Loans, Event Planning, Leadership, Sales
Education
Cal Poly San Luis Obispo 1998 — 2000
Bachelor's Degree, Business
American Institute of Foreign Study, Florence Italy 1997 — 1997
Associate of Arts, Business Administration
Cañada College 1996 — 1997
Associate's Degree, Business Administration, Management and Operations
College of San Mateo 1993 — 1996
Associate of Arts, Business
Vail Resorts October 2011 - Present
Google Inc. (Contracted through Adecco Inc.) October 2013 - July 2014
Google Inc. (Contracted through Adecco Inc.) October 2012 - April 2013
Endorse.com December 2011 - April 2012
Marriott International June 2008 - April 2011
Consumer Credit Counseling Service October 2007 - April 2008
Countrywide Home Loans September 2005 - October 2007
Wells Fargo Home Mortgage April 2003 - August 2005
Wells Fargo January 2002 - April 2003
Avis Rent A Car System, Inc September 2000 - October 2001
Skills
Outlook, Word, Excel, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Operations Management, Social Media, Real Estate, Marketing, Hospitality, Budgets, Salesforce.com, Credit, Loans, Event Planning, Leadership, Sales
Education
Cal Poly San Luis Obispo 1998 — 2000
Bachelor's Degree, Business
American Institute of Foreign Study, Florence Italy 1997 — 1997
Associate of Arts, Business Administration
Cañada College 1996 — 1997
Associate's Degree, Business Administration, Management and Operations
College of San Mateo 1993 — 1996
Associate of Arts, Business
Austin O'Malley's Wells Fargo Experience December 2011 - Present
Job Commercial Portfolio Manager, Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2011 - Present
Wells Fargo Bank May 2009 - November 2011
Wells Fargo Bank May 2006 - May 2009
Wells Fargo Bank September 2002 - May 2006
LiveCapital January 2000 - August 2002
Wells Fargo September 1996 - January 2000
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Real Estate, Credit, Loans, Banking, Customer Relations, Credit Analysis, Financial Analysis, Underwriting, Portfolio Management, Customer Service, Cash Management, Credit Risk
Education
California Polytechnic State University-San Luis Obispo 1990 — 1993
Bachelors, Business Management
Wells Fargo December 2011 - Present
Wells Fargo Bank May 2009 - November 2011
Wells Fargo Bank May 2006 - May 2009
Wells Fargo Bank September 2002 - May 2006
LiveCapital January 2000 - August 2002
Wells Fargo September 1996 - January 2000
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Real Estate, Credit, Loans, Banking, Customer Relations, Credit Analysis, Financial Analysis, Underwriting, Portfolio Management, Customer Service, Cash Management, Credit Risk
Education
California Polytechnic State University-San Luis Obispo 1990 — 1993
Bachelors, Business Management
Colby Daines's Wells Fargo Experience January 2014 - Present
Job Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2014 - Present
Wells Fargo July 2013 - December 2013
Wells Fargo September 2010 - July 2013
J Lewis Research June 2009 - September 2009
Stanford University June 2006 - August 2008
Skills
Financial Analysis, Banking, Financial Modeling, Credit, Portfolio Management, Underwriting, Financial Reporting, Foreign Exchange, Microsoft Excel, Access, Options, Outlook, Macroeconomics, Salesforce.com, PowerPoint, General Ledger, Finance, Market Research, Mergers & Acquisitions, Financial Risk
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
Bachleor of Science, Business
Wells Fargo January 2014 - Present
Wells Fargo July 2013 - December 2013
Wells Fargo September 2010 - July 2013
J Lewis Research June 2009 - September 2009
Stanford University June 2006 - August 2008
Skills
Financial Analysis, Banking, Financial Modeling, Credit, Portfolio Management, Underwriting, Financial Reporting, Foreign Exchange, Microsoft Excel, Access, Options, Outlook, Macroeconomics, Salesforce.com, PowerPoint, General Ledger, Finance, Market Research, Mergers & Acquisitions, Financial Risk
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
Bachleor of Science, Business
Charlotte J. Cashell-Varga's Wells Fargo Experience January 2012 - June 2012
Job New Student Orientation Coordinator, The Pennsylvania State University, University Park
Industry Higher Education
Experience
Penn State University January 2015 - Present
Penn State University December 2013 - December 2014
Penn State University May 2014 - August 2014
Santander Bank, N.A. November 2012 - November 2013
Wells Fargo January 2012 - June 2012
Talbots June 2011 - November 2011
San Luis Obispo County Arts Council January 2011 - November 2011
Pasadena History Museum June 2008 - August 2008
Skills
Public Speaking, Higher Education, Student Engagement, Student Affairs, Helping Others Succeed, Microsoft Office, PowerPoint, Leadership, Customer Service, Creative Problem Solving, Team Building, Team-oriented, Presentations, Institutional Research, Ethnic Studies, Blogger, Creative Writing, Photography, Paper Craft, Organization, Active Listening, Communication Skills, FERPA, Title IX, Sales, Positivity, Empathy, Discipline, Communication, Restorative
Education
Penn State University 2013 — 2014
Master's in Education, Higher Education/Student Engagement, 3.93
California Polytechnic State University-San Luis Obispo 2007 — 2011
Bachelor of Arts (B.A.), History
Penn State University January 2015 - Present
Penn State University December 2013 - December 2014
Penn State University May 2014 - August 2014
Santander Bank, N.A. November 2012 - November 2013
Wells Fargo January 2012 - June 2012
Talbots June 2011 - November 2011
San Luis Obispo County Arts Council January 2011 - November 2011
Pasadena History Museum June 2008 - August 2008
Skills
Public Speaking, Higher Education, Student Engagement, Student Affairs, Helping Others Succeed, Microsoft Office, PowerPoint, Leadership, Customer Service, Creative Problem Solving, Team Building, Team-oriented, Presentations, Institutional Research, Ethnic Studies, Blogger, Creative Writing, Photography, Paper Craft, Organization, Active Listening, Communication Skills, FERPA, Title IX, Sales, Positivity, Empathy, Discipline, Communication, Restorative
Education
Penn State University 2013 — 2014
Master's in Education, Higher Education/Student Engagement, 3.93
California Polytechnic State University-San Luis Obispo 2007 — 2011
Bachelor of Arts (B.A.), History
James Herzog's Wells Fargo Experience December 2013 - Present
Job Vice President Affluent Customer Coach at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2013 - Present
Wells Fargo July 2013 - December 2013
Wells Fargo June 2012 - June 2013
Wells Fargo October 2007 - November 2011
Wells Fargo & Co May 2007 - October 2007
Wells Fargo & Co December 2005 - May 2007
Wells Fargo & Co January 2004 - December 2005
Wells Fargo & Co December 1996 - January 2004
Skills
Banking, Management, Coaching, Team Building, Team Leadership, Customer Service, High Impact Coaching, Strategic Planning, Outbound Activity..., Leadership Development, Mentoring, Quality Management, Teamwork, Positive Reinforcement..., Customer Experience, Customer Acquisition, sales meetings, Commercial Banking, Sales Process, Business Analysis, Business Management, Customer Relations, Change Management, Hiring, Microsoft Office, PowerPoint, Retail, Problem Solving, Teaching, Writing, Public Speaking, Presentations, Training & Development, Accountability, Customer Loyalty, Manufacturing, Machining, Large Group Facilitation, Business Meetings, Leadership, Training, Sales, Sales Management, Workshop Facilitation
Education
University of Phoenix 2000 — 2004
B.S., Business Management, 3.8
Cal Poly San Luis Obispo 1992 — 1995
Wells Fargo December 2013 - Present
Wells Fargo July 2013 - December 2013
Wells Fargo June 2012 - June 2013
Wells Fargo October 2007 - November 2011
Wells Fargo & Co May 2007 - October 2007
Wells Fargo & Co December 2005 - May 2007
Wells Fargo & Co January 2004 - December 2005
Wells Fargo & Co December 1996 - January 2004
Skills
Banking, Management, Coaching, Team Building, Team Leadership, Customer Service, High Impact Coaching, Strategic Planning, Outbound Activity..., Leadership Development, Mentoring, Quality Management, Teamwork, Positive Reinforcement..., Customer Experience, Customer Acquisition, sales meetings, Commercial Banking, Sales Process, Business Analysis, Business Management, Customer Relations, Change Management, Hiring, Microsoft Office, PowerPoint, Retail, Problem Solving, Teaching, Writing, Public Speaking, Presentations, Training & Development, Accountability, Customer Loyalty, Manufacturing, Machining, Large Group Facilitation, Business Meetings, Leadership, Training, Sales, Sales Management, Workshop Facilitation
Education
University of Phoenix 2000 — 2004
B.S., Business Management, 3.8
Cal Poly San Luis Obispo 1992 — 1995
Cheyenne Thompson's Wells Fargo Experience February 2014 - Present
Job Bank Teller at Wells Fargo
Industry Health, Wellness and Fitness
Experience
Wells Fargo February 2014 - Present
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Wells Fargo February 2014 - Present
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Crystal Horn's Wells Fargo Experience November 2006 - April 2010
Job Relationship Banker, JP Morgan Chase Bank, N.A.
Industry Banking
Experience
Chase April 2014 - Present
Citi September 2013 - April 2014
Berg Injury Lawyers September 2011 - September 2013
Coast Hills Federal Credit Union April 2010 - August 2011
Wells Fargo November 2006 - April 2010
Skills
Administrative..., Outlook, Data Entry, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Customer Service, Personal Injury, Filing, Office Equipment, Medical Records
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelor of Science (BS), Agribusiness/Agricultural Business Operations
Chase April 2014 - Present
Citi September 2013 - April 2014
Berg Injury Lawyers September 2011 - September 2013
Coast Hills Federal Credit Union April 2010 - August 2011
Wells Fargo November 2006 - April 2010
Skills
Administrative..., Outlook, Data Entry, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Customer Service, Personal Injury, Filing, Office Equipment, Medical Records
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelor of Science (BS), Agribusiness/Agricultural Business Operations
Emmalee Barlett's Wells Fargo Experience October 2014 - Present
Job Customer Service Professional
Industry Banking
Experience
Wells Fargo October 2014 - Present
JuicedHybrid.com January 2014 - September 2014
Nordstroms December 2013 - January 2014
Safeway August 2013 - December 2013
The Home Depot February 2013 - April 2013
Shopatron November 2012 - January 2013
Lincoln Market & Deli July 2012 - October 2012
Walt Disney World January 2012 - June 2012
Cal Poly Corporation September 2010 - January 2012
Gap Inc. November 2009 - May 2011
Skills
Microsoft Office, Teaching, Customer Service, Public Speaking, Microsoft Excel, PowerPoint, Marketing Research, Data Analysis, Research, Microsoft Word, Accurate Data Entry, Online Data Entry, Employee Training, Event Planning, Editing, Hands-on Training, PeopleSoft, Oracle Applications, Zimbra, Higher Education
Education
California Polytechnic State University-San Luis Obispo 2007 — 2012
Bachelor's degree, Agribusiness/Agricultural Business Operations
Bakersfield High School 2003 — 2007
High School Diploma, General Education
Wells Fargo October 2014 - Present
JuicedHybrid.com January 2014 - September 2014
Nordstroms December 2013 - January 2014
Safeway August 2013 - December 2013
The Home Depot February 2013 - April 2013
Shopatron November 2012 - January 2013
Lincoln Market & Deli July 2012 - October 2012
Walt Disney World January 2012 - June 2012
Cal Poly Corporation September 2010 - January 2012
Gap Inc. November 2009 - May 2011
Skills
Microsoft Office, Teaching, Customer Service, Public Speaking, Microsoft Excel, PowerPoint, Marketing Research, Data Analysis, Research, Microsoft Word, Accurate Data Entry, Online Data Entry, Employee Training, Event Planning, Editing, Hands-on Training, PeopleSoft, Oracle Applications, Zimbra, Higher Education
Education
California Polytechnic State University-San Luis Obispo 2007 — 2012
Bachelor's degree, Agribusiness/Agricultural Business Operations
Bakersfield High School 2003 — 2007
High School Diploma, General Education
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank