Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Salaries. You can even request information on how much does Wells Fargo pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo directly from the past employees.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Wells Fargo Private Mortgage Banking January 2012 - Present
Bank of America October 2009 - January 2012
Wells Fargo May 2008 - November 2009
Washington Mutual October 2001 - April 2008
Skills
Mortgage Banking, Refinance, Mortgage Lending, Loan Origination, Real Estate Financing, Certified Mortgage..., FHA, VA loans, Loans, USDA, Residential Mortgages, Real Estate Economics, Reverse Mortgages, Credit Analysis, First Time Home Buyers, Credit, Commercial Real Estate, Investment Properties, Underwriting
Education
California Polytechnic State University-San Luis Obispo 1989 — 1995
Bridge Bank March 2015 - Present
Bridge Bank July 2014 - February 2015
Wells Fargo August 2012 - June 2014
Cal Poly State University September 2011 - January 2012
Skills
Customer Service, Financial Analysis, Microsoft Word, Microsoft Excel, Outlook, Microsoft Office, Analysis, PowerPoint, Credit Analysis, Leadership, Sales, Account Management, Credit, Finance, Social Media, Accounting, Budgets, Social Networking, Access
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
BS, Agricultural Business
University of California, Berkeley 2013 — 2013
California Polytechnic State University-San Luis Obispo 2011 — 2011
Peru Study Abroad
Waste Connections, Inc. April 2015 - Present
Waste Connections, Inc. August 2011 - March 2015
Citi September 2010 - August 2011
Wells Fargo September 2008 - August 2010
Skills
Small Business Lending, Consumer Lending, Retail Banking, Loans, Banking, Commercial Banking, Credit, Credit Analysis, Commercial Lending, Cross Selling, Lines Of Credit, Mortgage Lending, Cash Management
Education
Cal Poly San Luis Obispo 2003 — 2007
Bachelor of Arts (B.A.), Pre-Law Studies
Bank of America September 2013 - Present
Hewlett-Packard July 2011 - September 2013
Corpratel February 2009 - June 2011
Wells Fargo June 2010 - November 2010
Bally Total Fitness March 2005 - September 2010
HTR August 2009 - January 2010
Queensland Health July 2009 - December 2009
Yahoo! September 2006 - February 2009
Irish Communication Company August 2001 - September 2006
Corpratel 1999 - 2006
Skills
VoIP, Cisco, Telecommunications, Documentation, Data Center, Vendor Management, System Administration, ITIL, Disaster Recovery, System Deployment, Integration, Network Security, IT Management, PMP, Troubleshooting, IT Service Management, Software Documentation, Telecommunications..., Video Conferencing, Cisco Technologies, Security, Project Management, Networking, Call Centers, Switches, Testing, Servers, Cloud Computing, Mobile Devices, Unified Communications, Enterprise Software, MPLS, Product Management, Routing
Education
University of North Carolina at Charlotte 2012 — 2015
Computer Science, Software and Information Systems, 3.5
California State Polytechnic University-Pomona
Computer Information Systems, 4.0
Cisco University
CCNA, Networking
Pasadena City College
AA/AS, Computer Information Systems
Kaiser Permanente May 2014 - Present
Toastmaster International June 2014 - July 2015
Community Child Care Council (4C's) of Alameda County June 2013 - February 2015
Toastmasters International June 2013 - June 2014
Safeway, Inc August 2013 - May 2014
IRI October 2011 - March 2013
Safeway July 2008 - October 2011
Wells Fargo Bank September 2004 - July 2008
Wells Fargo 2007 - 2008
Wells Fargo 2006 - 2007
Skills
Financial Analysis, Cross-functional Team..., Project Management, Management, Leadership, Budgets, Project Planning, Analysis, Marketing, Training, Sales, Recruiting, Pricing, Leadership Development
Education
Toastmasters International 2012 — 2022
Communication and Leadership, Toastmasters Communication and Leadership Study
University of California, Berkeley 2006 — 2007
Certificate in Project Management, Project Management
California Polytechnic State University-San Luis Obispo 1999 — 2003
B.S., Business Administration, Finance and Economics
Encinitas Union School District August 2002 - Present
Science Adventures May 2009 - August 2009
Wells Fargo 1995 - 2002
Skills
Curriculum Development, Educational Technology, Teaching, Educational Leadership, Classroom, Curriculum Design, Tutoring, Public Speaking, Community Outreach, Lesson Planning, Elementary Education, Program Evaluation, Teacher Training, Classroom Management, Grant Writing, Leadership Development, Staff Development, Instructional Technology, Nonprofits, Literacy, Differentiated..., Program Development, K-12, Special Education, Instructional Design, Technology Integration, Higher Education, Student Affairs, Educational Consulting, Writing, Common Core, iMovie, Nutrition Education, Nutrition, Children's Books, Psychology, Volunteer Management, Visual and Performing..., ELD: English Language..., Children's Literature, Photography, Digital Media, Visual Arts, Leadership, Microsoft Office, Social Media, Management, Coaching
Education
San Diego State University-California State University 2003 — 2006
Master's degree, Elementary Education and Teaching
California State University-San Marcos 2001 — 2003
Bachelor’s Degree, Elementary Education and Teaching
Cal Poly San Luis Obispo 1997 — 2000
Bachelor of Science (BS), Nutritional Science
San Dieguito 1990 — 1994
High School, Multiple Subjects
Wells Fargo October 2011 - Present
US Trust, Bank of America Private Wealth Management 2010 - 2011
Bank of America Merrill Lynch 2006 - 2009
Bank of America 2003 - 2006
Bank of America 2001 - 2004
Skills
Private Wealth..., Asset Based Lending, Mortgage Underwriting, Loans, Private Banking, Investment Management, Relationship Management, Underwriting, Mortgage Banking, Wealth Management
Education
University of Southern California - Marshall School of Business 2005 — 2008
MBA
California State Polytechnic University-Pomona 1998 — 2002
Bachelor
Wells Fargo February 1997 - Present
Everett Harris & Co September 1993 - January 1997
Skills
CFA Level I, Banking, Customer Service, Credit Analysis, Portfolio Management, Credit
Education
California Polytechnic State University-San Luis Obispo 1989 — 1993
Bachelor of Science (B.S.), Business Administration Concentration in Finance
Stearns Lending June 2014 - Present
Stearns Lending July 2008 - May 2014
Stearns Lending September 2008 - August 2012
Wells Fargo September 2007 - August 2008
GreenPoint Mortgage May 2003 - May 2005
Barclays Global Investors January 2001 - May 2003
Etrade Financial 2000 - 2002
Skills
Mortgage, Mortgage Lending, Loan Origination, Mortgage Banking, Sales Management, New Business Development, Team Building, Cold Calling, Loans, FHA, Management, USDA, Credit, Refinance, First Time Home Buyers, Residential Mortgages, Banking, FHA financing, VA loans, Short Sales, Government Loans, Construction Loans, Reverse Mortgages, Relationship Management, Sales, Credit Analysis, Underwriting, Investment Properties, Commercial Lending, FHA Financing, Real Estate, VA Loans
Education
California Polytechnic State University-San Luis Obispo 1994 — 1999
Bachelor of Science, Animal Science
California Polytechnic State University-San Luis Obispo 1994 — 1999
Bachelor of Science (B.S.)
Square September 2014 - Present
Wells Fargo November 2013 - September 2014
Wells Fargo July 2013 - November 2013
College Town Media, LLC September 2011 - January 2013
Prevention Institute February 2010 - May 2012
Skills
Banking, Sales, Public Speaking, Social Media, Spanish, Social Media Marketing, Research, Leadership, Editing, Microsoft Office, Marketing, Blogging, Project Management, Community Outreach, Unsecured Loans, Event Planning, Non-profits, Entertainment, Politics, Auditing, Restaurant Management, Training, Financial Analysis, Non-profit..., Economics, Event Management, Data Analysis, Customer Service, PowerPoint, SPSS, Microsoft Excel, Qualitative Research, Microsoft Word, Accounting, Online Marketing, Prezi, Written, Retail Banking, Direct Sales, Customer-focused Sales, Product Knowledge, Branch Banking, Lines Of Credit, Tax Operations, Financial Risk, Nonprofits
Education
University of California, Berkeley 2009 — 2012
Bachelor of Arts, Political Economy and Globalization
California Polytechnic State University-San Luis Obispo 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Wells Fargo August 2012 - Present
EXPRESS September 2009 - August 2012
ANN INC. March 2006 - June 2009
Gap Inc./Outlet December 2002 - March 2006
Gap Inc./Outlet September 1999 - December 2002
Tommy Hilfiger November 1996 - September 1999
Skills
Store Management, Driving Results, Stores, Retail Management, Retail, Visual Merchandising, Team Building, Leadership, Recruiting, Store Operations, Hiring, Human Resources, Inventory Management, Merchandising, Multi-unit, P&L, Profit, Retail Sales, Sales, Selling, People Development, Inventory Control
Education
California Polytechnic State University-San Luis Obispo 1994 — 1997
Wells Fargo August 2014 - Present
California Polytechnic State University March 2013 - June 2013
NA March 2011 - March 2013
William E. Wecker Associates, Inc. June 2011 - August 2011
Ghirardo CPA July 2009 - September 2009
Skills
Analytics, R, Python, SAS programming, Microsoft Office, Unix, Emacs, Eviews, Matlab, Minitab, PowerPoint, Statistics, SAS, Time Series Analysis, Optimization, Analysis, Economics, Statistical Modeling, Logistic Regression, Data Mining, Statistical Software
Education
UC Berkeley 2013 — 2014
Master's degree, Statistics
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor's Degree, Statistics, 3.65
Coastal Dance and Music Academy & Coastal Performing Arts Foundation January 2008 - Present
Cannon August 1998 - May 2003
Staff Builders Home Healthcare September 1996 - August 1998
Wells Fargo September 1991 - July 1996
Skills
QuickBooks, Bookkeeping, Microsoft Excel, Office Administration, Microsoft Word, Microsoft Office, Accounts Payable, Account Reconciliation, Accounts Receivable, Accounting, Customer Service, Payroll, General Ledger, Cash Flow, Invoicing, Financial Reporting, PowerPoint, Access, System Administration
Education
California Polytechnic State University-San Luis Obispo 1986 — 1991
Bachelor of Science (BS), Health and Physical Education/Fitness
Miramonte Highschool
Wells Fargo September 2015 - Present
Bryant Reed & Associates August 2014 - August 2015
TMP Worldwide April 2014 - August 2014
Indeed.com April 2013 - April 2014
ClearSlide, Inc. July 2012 - April 2013
Youngs Market Company June 2009 - July 2012
Bronoco Wine Company November 2008 - June 2009
Skills
Wine Tasting, Wine, Beverage Industry, Alcoholic Beverages, Sales Management, Sales, Account Management, Distributors, ClearSlide, Selling, Retail, Management, Cold Calling, Pricing, Sales Operations, Competitive Analysis
Education
California Polytechnic State University-San Luis Obispo 2006 — 2008
BS, Business Marketing
CompWest Insurance November 2006 - Present
Argonaut Insurance October 2004 - November 2006
Argounaut Insurance October 2003 - October 2004
Clickability, Inc. September 2000 - September 2002
Wells Fargo February 1998 - September 2000
Argonaut Group June 1996 - February 1998
Argonaut Group June 1993 - June 1996
Skills
Agile Methodologies, Solution Architecture, Insurance, SQL, Business Analysis, SDLC, Actuarial Science, Enterprise Architecture, Requirements Analysis, Software Project..., Vendor Management, Strategy, Management, ETL, Systems Analysis, Data Analysis, IT Strategy, Integration, Technical Leadership, Business Objects, Requirements Gathering, Process Improvement, Business Process Design, Business Intelligence, Oracle, Analysis, Scrum, Software Development, System Architecture, Forecasting, Business Process..., Analytics, IT Management, Websphere, Program Management, Quality Assurance, Enterprise Software, SOA, Data Integration, Web Services, XML, Data Governance, Integration Architecture, Workers Compensation, EAI, WebSphere
Education
California Polytechnic State University-San Luis Obispo 1989 — 1993
BS, Mathematics - Applied
Psychemedics Corporation January 2012 - Present
Avatar Computer Consulting January 2011 - October 2011
Table Bay Financial Network June 2010 - September 2010
211 LA County October 2008 - January 2009
Wells Fargo June 2006 - July 2008
Macy's October 2004 - July 2006
Skills
HTML, System Administration, Java, Microsoft Office, Networking, Customer Service, Active Directory, Process Improvement, VMWare ESXi, Computer Hardware, Hyper-V, CSS, Kaspersky Security..., Remote Services, Windows Desktop..., Windows Network..., Exchange Server, Hardware and Software..., Microsoft Office Suite, Computer Networking, Novell Netware..., Team Oriented, Troubleshooting, Microsoft Exchange, Training, Team Leadership, Team-oriented, Team Building
Education
California State Polytechnic University-Pomona
Bachelor of Science, Computer Information Systems
Clark Magnet High School, La Crescenta, CA
HS Diploma, Science and Technology
State of California, Parks and Recreation June 2014 - September 2014
Wells Fargo September 2012 - February 2013
CoreLogic, Inc. February 2011 - September 2011
Hewlett-Packard May 2011 - August 2011
Blue Shield of California January 2011 - March 2011
Veterinarian Information Network September 2009 - January 2010
Department of Mental Health State of CA. July 2008 - September 2009
Coventry Health Care, an Aetna Company February 2008 - July 2008
Skills
DBA, Software Engineering, Data Architecture, Data Analytics, Financial Accounting, Economics, Databases, Database Design, Database Administration, Unix, SQL, Teamwork, Information Technology
Education
California Polytechnic State University-San Luis Obispo 1989 — 1993
Bachelor's degree, Computer Science, GPA: 3.85
East West Bank April 2014 - July 2015
Cabrillo Advisors, LLC September 2013 - April 2014
Wells Fargo February 2010 - September 2012
Comerica Bank 2005 - 2008
Silicon Valley Bank 1993 - 2005
Skills
Portfolio Management, Financial Analysis, Corporate Development, Commercial Banking, Investments, Due Diligence, Commercial Lending, Credit, Business Development, Leadership, Debt Advisory, Growth Captial, Venture Lending, Venture Debt, Executive Management, Valuation, Loans, Finance
Education
California State Polytechnic University-Pomona 1988 — 1992
BS, Business Administration, Finance, Real Estate and Law
UC Berkeley 1986 — 1988
Engineering
Wells Fargo March 2014 - Present
Private Mortage Advisors August 2004 - March 2014
Wells Fargo Home Mortgage December 2003 - August 2004
Chase Home Finance October 2001 - December 2003
Skills
Loans, Real Estate, Mortgage Lending, Investments, Credit, First Time Home Buyers, VA loans, FHA, Mortgage Banking, Real Estate Economics, Refinance, Start-ups, Real Estate Financing, Loan Origination, Investment Properties
Education
Duke University - The Fuqua School of Business 1993 — 1995
MBA, Finance & Marketing
Cal Poly San Luis Obispo 1986 — 1989
BS, Accounting
Heritage Oaks Bank September 2014 - Present
Wells Fargo 2013 - August 2014
Wells Fargo 2010 - 2013
Wells Fargo 2006 - 2010
Wells Fargo Bank 2000 - 2006
Education
California Polytechnic State University-San Luis Obispo 1993 — 1997
Bachelor of Science, Agribusiness
La Clinica de La Raza July 2013 - Present
La Clinica de la Raza April 2012 - July 2013
La Clinica de La Raza July 2011 - April 2012
Wells Fargo September 2009 - June 2011
Skills
Microsoft Office, NextGen, Training, EHR, Quality Assurance, Administration, Customer Service, EPM, Testing, Outlook, Healthcare, Microsoft Excel, Spanish, Event Planning
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
Bachelor of Science (BS), Business Administration - Human Resource
UC Hastings College of the Law January 2015 - Present
UC Hastings College of the Law August 2014 - Present
Alere Home Monitoring, Inc October 2011 - August 2014
Wells Fargo September 2009 - October 2011
California Polytechnic State University September 2007 - June 2009
Skills
Customer Service, Training, Outlook, Leadership, Microsoft Excel, Microsoft Office, Recruiting, Human Resources, Sales, PowerPoint, Microsoft Word, Employee Relations, Employee Benefits, Healthcare
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
Bachelor of Arts (B.A.), English
Wells Fargo October 2014 - Present
eyetank May 1996 - Present
TechTarget 2010 - Present
IDEO September 2014 - September 2014
Rubicon Project September 2013 - July 2014
Freelance September 2011 - May 2014
Glassdoor 2013 - 2013
RingCentral, Inc 2011 - 2012
Club Satellite Network, Inc. (CSN) March 2009 - January 2011
Topicmarks 2011 - 2011
Skills
Interactive Advertising, Creative Direction, Graphic Design, Marketing, Mobile Devices, Web Design, Logo Design, Brochures, Social Media Marketing, Digital Photography, Branding & Identity, Layout, Art Direction, Integrated Marketing, Photography, User Experience, Corporate Branding, Typography, Illustration, Advertising, Adobe Creative Suite, Concept Development, Packaging, Brand Development, Collateral, User Interface Design, Illustrator
Education
California Polytechnic State University-San Luis Obispo 1989 — 1995
B.S. Graphic Design, Graphic design, Photography, Illustration, Fine art, university-level arts and sciences
Tesla Motors December 2013 - Present
Premiere PAC Medical Corp, Gericare, Sunny Medical Transport April 2010 - January 2014
Robert Half Technology June 2013 - October 2013
Teklicon, Inc. June 2011 - May 2013
Care1st Health Plan July 2010 - May 2011
Wells Fargo July 2009 - February 2010
XL Construction February 2007 - March 2009
KONICA MINOLTA BUSINESS SOLUTIONS U.S.A., INC. June 2003 - February 2006
Skills
Intellectual Property, Licensing, Patents, Patent Litigation, Trade Secrets, Business Development, Salesforce.com, Solution Selling, Direct Sales, Sales Process, Account Management, SaaS, Sales, Strategic Partnerships, Strategic Planning, Strategy, Cross-functional Team..., Marketing, Entrepreneurship, Recruiting, Start-ups, Lead Generation, Negotiation, CRM, New Business Development, Sales Operations, Sales Presentations, Cold Calling, B2B, Product Marketing, Competitive Analysis, Selling, Market Research, Building Relationships, B2B Marketing
Education
California Polytechnic State University-San Luis Obispo 1998 — 2002
BS, International Business Management
Wells Fargo August 2010 - Present
Wells Fargo March 2010 - July 2010
Wells Fargo July 2007 - February 2010
Wells Fargo August 2005 - June 2007
Skills
Credit Analysis, Credit, Portfolio Management, Underwriting, Commercial Lending, Finance, Treasury Management, Business Development, Real Estate, Cross Selling, Customer Service
Education
Cal Poly San Luis Obispo
Bachelor of Science (BS), Agricultural Business and Management
Wells Fargo April 2015 - Present
Wells Fargo Dealer Services July 2000 - March 2015
First Security Bank 1997 - 2000
R. E. Wacker Associates May 1996 - September 1997
Skills
Coaching, Relationship Management, Financial Analysis, Budgets, Credit, Sales, Risk Management, Loans, Mortgage Lending, Training, Banking, Strategic Planning, Sales Management, Credit Analysis, Underwriting, Portfolio Management, Consumer Lending, Team Building, Credit Risk, Loan Origination, New Business Development, Profit, Financial Services, Customer Service, Management, Leadership, Budgeting
Education
Gonzaga University 2012 — 2016
Master of Arts (MA), Organizational Leadership
California Polytechnic State University-San Luis Obispo 1994 — 1997
BS, Business Administration, Financial Management
Calvary Chapel Golden Springs April 2006 - Present
Thirdoor Mobile Development January 2010 - June 2012
Wells Fargo August 2001 - April 2006
Best Buy 1998 - 2001
Skills
JavaScript, CSS, WordPress, Web Applications, PHP, MySQL, HTML, SQL, jQuery, Photoshop, XML, Java, Linux, OOP, OS X
Education
California State Polytechnic University-Pomona 2003 — 2008
Bachelor of Science (BS), Computer Information Systems
Wells Fargo Home Mortgage July 2014 - Present
Crossline Capital (formerly Medallion Mortgage) December 2011 - July 2014
Bank of America Home Loans December 2010 - November 2011
Wells Fargo June 2008 - December 2010
Transamerica 1986 - 1995
Skills
Refinance, Loan Origination, Residential Mortgages, Underwriting, FHA, Mortgage Lending, Sales, Real Estate Financing, Credit, Loans, VA loans, Mortgage Banking, Customer Service, Credit Analysis, Investment Properties, Real Estate, Banking, Construction Loans, Short Sales, FHA financing, USDA
Education
California Polytechnic State University-San Luis Obispo 1981 — 1986
BS, Agribusiness
KeyBank October 2011 - Present
Wells Fargo May 2006 - October 2011
Skills
Portfolio Management, Credit Risk, Financial Analysis, Underwriting, Commercial Banking, Management, Forecasting, Financial Reporting, Financial Modeling, Corporate Finance, Credit, Loans, Banking, Risk Management
Education
University of Massachusetts at Amherst - Isenberg School of Management
MBA, Business Administration
California Polytechnic State University-San Luis Obispo
Bachelors, Finance
CBRE January 2015 - Present
Wells Fargo July 2013 - January 2015
Wells Fargo February 2013 - July 2013
Wells Fargo February 2011 - February 2013
PCCP, LLC. July 2010 - December 2010
Skills
Financial Modeling, Corporate Finance, Commercial Banking, Financial Analysis, Credit Analysis, Finance, Due Diligence, Statistics, Banking, Loans, Real Estate, Underwriting, Microsoft Excel, Real Estate Financing, Credit Risk, Capital Markets, Valuation, Commercial Real Estate, Real Estate Transactions, Debt & Equity Financing
Education
California Polytechnic State University-San Luis Obispo 2005 — 2010
Bachelor of Science, Business Administration, Concentrations: Finance, Marketing - Minor: Economics
Universitat Autònoma de Barcelona 2008 — 2008
Business Administration
Bellarmine College Preparatory 2001 — 2005
Aquilent July 2015 - Present
ActioNet, Inc. October 2013 - July 2015
Profiles Placement Services (contractor at Marriott International) August 2013 - October 2013
ActioNet, Inc. July 2013 - August 2013
Aquilent, Inc. May 2012 - July 2013
Woodbourne Solutions, Inc. November 2010 - May 2012
University of Charleston October 2009 - January 2011
United Talent (contractor at Preiser Scientific) September 2009 - October 2009
Wells Fargo September 2006 - March 2009
ApotheCom Associates, LLC December 2005 - August 2006
Skills
Windows, HTML, Customer Service, Microsoft Office, Microsoft Excel, Outlook, English, Photoshop, PowerPoint, Microsoft Word, Web Content, Editing, Web Development, Technical Writing, CMS, Team Building, Program Management, Web Applications, SharePoint, Content Management
Education
The University of New Mexico 1995 — 1997
Masters-level coursework in U.S. History
California Polytechnic State University-San Luis Obispo 1992 — 1994
Bachelor of Arts (B.A.), History
AssetMark February 2013 - Present
D/A Financial Group September 2007 - February 2013
Wells Fargo Bank October 2006 - September 2007
Wells Fargo August 2006 - October 2006
Wells Fargo July 2005 - August 2006
Skills
Retirement, 401k, Investments, Asset, Wealth Management, Retirement Planning, Securities, Portfolio Management, Disability Insurance, Insurance, Finance, Financial Services, FINRA, Employee Benefits, Asset Allocation, Sales, Life Insurance, Sales Management, Series 7
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
BS, Child Development
Bank of America June 2015 - Present
Rabobank August 2012 - November 2014
Wells Fargo October 2005 - August 2012
USDA Farm Service Agency June 2003 - October 2005
Wells Fargo December 1996 - September 1999
Skills
Credit, Cash Management, Relationship Management, Banking, Commercial Banking, Financial Analysis, Credit Analysis, Loans, Commercial Lending, Loan Origination, Portfolio Management, Small Business Lending, Financial Services, Asset Managment, Mortgage Lending, Lines Of Credit, Credit Risk, Process Engineering, Consumer Lending, Treasury Management, Underwriting, Asset Based Lending, Program Management, Retail Banking
Education
California Polytechnic State University-San Luis Obispo 2002 — 2004
MBA, Business Administration and Management, General
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts, Global and International Studies
Russell Investments June 2013 - Present
Union Bank May 2011 - May 2013
Ashford University 2011 - 2011
Santa Cruz County Bank March 2009 - December 2010
Wells Fargo January 2008 - March 2009
Skills
Office Management, International Meeting..., Investment Research..., Business Travel..., Outlook, PowerPoint, Microsoft Excel, Bookkeeping, QuickBooks, Banking, Customer Service, Microsoft Office, Microsoft Word, Leadership, Small Business, Time Management, Management, Accounting, Financial Analysis, Investments, Finance
Education
San Diego State University-California State University 2015 — 2017
Bachelor of Business Administration (B.B.A.)
San Diego Mesa College 2012 — 2015
Associate of Science (A.S.), Business Administration and Management, General
San Diego City College 2012 — 2012
Certificate of Performance, Small Business Bookkeeping, 4.0
Cal Poly San Luis Obispo 2005 — 2006
Architecture, 3.7
Wells Fargo November 2013 - Present
Wells Fargo October 2012 - Present
Independent August 2012 - September 2012
Backbone Entertainment March 2012 - August 2012
Wells Fargo 2007 - May 2012
Skills
Java, Web Services, SOAP, XML, SQL, Oculus Rift, Unity3D, JavaScript, jQuery, C#, User Interface Design, Agile Methodologies, 3D Studio Max, Photoshop, Software Quality..., Manual Test Execution, Automated Software..., C++, Visual C++, Rational Functional..., Mercury Quality Center, 3D graphics, 3D Modeling, 3D Animation, Computer Animation, 3D modeling software, 3D visualization, 3D rendering, Maya, Zbrush, Vray, After Effects, QA Engineering, Qt, Arduino, Quality Assurance, Raspberry Pi, Software Quality, PHP, MySQL, Python, Swing, Apache, XAMPP, Android, OpenCV, Blender, JavaFX
Education
California Polytechnic State University-San Luis Obispo 2002 — 2007
BS, Industrial Technology
Wells Fargo February 2014 - March 2015
Wells Fargo August 2013 - February 2014
Wells Fargo 2000 - August 2013
Skills
Client Interfacing..., Change Management, Problem Management, VMware Workstation, App-V, AdminStudio, SCCM, Application..., Application Packaging, InstallShield, VBScript, Technical Support, MSI Packaging, Troubleshooting, Quality Assurance, Wise Packaging Studio, Application Support, Information Gathering, Geographic Information..., Integration, Integrity, Honesty, Dependable Team Player, Software Documentation, Citrix, Windows 7, MSI, Software Installation, SharePoint, SDLC, XP, VMware, Technical Writing, Active Directory, BMC Remedy, GIS, Windows XP, Business Analysis, Process Improvement
Education
University of California Riverside Extension 2013 — 2013
Geographic Information Systems
Mt. San Jacinto Community College District 2005 — 2013
Geographic Information Science and Cartography, GPA: 4.0
Riverside Community College 2002 — 2006
Computer Information Systems
California State Polytechnic University-Pomona
Bachelor’s Degree, Computer Science
Wells Fargo July 2013 - Present
Silicon Valley Bank July 2004 - June 2013
Comerica Bank September 1996 - May 2004
Skills
Banking, Corporate Finance, Working Capital..., Commercial Banking, Debt, Mergers, Credit, Cash Flow, Commercial Lending, Financial Structuring, Financial Analysis, Portfolio Management, Mergers, Investments
Education
California Polytechnic State University-San Luis Obispo 1993 — 1996
B.S., Business Administration
Santa Clara University 1992 — 1993
Business
St. Ignatius College Preparatory 1988 — 1992
CIGNA January 2012 - Present
Independent Consultant September 2010 - December 2011
Wells Fargo 2004 - December 2009
Independent Consultant 2002 - 2004
siteROCK January 2001 - December 2001
Newfront Productions February 1999 - December 2000
Digital Chef / Tavolo 1995 - 1999
Education
California Polytechnic State University-San Luis Obispo 1984 — 1988
Bachelor of Science, Graphic Communication
Wells Fargo April 2012 - Present
J.P. Morgan Chase Co. September 2010 - April 2012
Wells Fargo Financial December 2005 - August 2010
Skills
Sales Management, Leadership, Banking, Management, Sales, Selling, Relationship Management, Loans, Finance, Insurance, Team Management, Retail Banking, Mortgage Lending, Consumer Lending, Coaching, Customer Service, Credit
Education
California Polytechnic State University-San Luis Obispo 2000 — 2005
Bachelor's Degree, Business Administration; Marketing Management
LP Capital Advisors, a Pavilion Company October 2013 - Present
Triage Consulting Group September 2011 - October 2013
Wells Fargo January 2009 - June 2011
Merrill Lynch July 2010 - September 2010
FPI Management July 2009 - September 2009
Skills
Microsoft Excel, Microsoft Access, Microsoft PowerPoint, Analysis, Data Analysis, Healthcare, Healthcare Information..., Healthcare Consulting, Financial Modeling
Education
California Polytechnic State University-San Luis Obispo 2008 — 2011
Bachelor's Degree, Accounting and Finance, 3.34 GPA
Community West Bank August 2015 - Present
Wells Fargo May 2012 - August 2015
Charter Communications Inc July 2011 - April 2012
Bank of America July 2009 - February 2011
Central Coast Financial May 2008 - June 2009
New Century Mortgage July 2003 - May 2007
Skills
Salesforce.com, CRM, Sales Operations, Sales, Marketing Strategy, Management, Strategic Planning, Banking, Loans, Cold Calling, Account Management, Direct Sales, Sales Management, Customer Retention, Sales Process
Education
California Polytechnic State University-San Luis Obispo 2001 — 2003
Bachelors, Finance, 3.0
California Polytechnic State University-San Luis Obispo 2001 — 2003
Bachelors, Business Administration, 3.0
Wells Fargo Bank January 2009 - Present
Wells Fargo Bank October 2007 - December 2008
Wells Fargo Bank April 2006 - October 2007
Wells Fargo June 2005 - April 2006
Wells Fargo June 2004 - June 2005
Skills
Series 7, series 66, CA Insurance License, Private Banking, Consumer Lending, Commercial Lending, Banking, Credit, Commercial Banking, Credit Analysis, Investments, Lines Of Credit, Loan Origination, Loans, Mortgage Lending, Portfolio Management, Relationship Management, Small Business Lending, Uniform Combined State..., Wealth Management
Education
California Polytechnic State University-San Luis Obispo 2000 — 2004
BS, Business; Credit/Finance
CVS Health December 2014 - July 2015
Holy Cross Health October 2012 - July 2015
Service Care Pharmacy August 2012 - April 2013
Wells Fargo September 2007 - December 2008
Liquor Store April 2004 - May 2007
Skills
Training, Management, Pharmacy, Hospitals, Payroll
Education
University of Maryland School of Pharmacy
Doctor of Pharmacy (Pharm.D.), Pharmacy
University of the District of Columbia - The David A. Clarke School of Law
Juris Doctor, Law
University of California, Santa Cruz 2001 — 2004
Master of Arts (M.A.), International Economics
California Polytechnic State University-San Luis Obispo 1997 — 2001
Bachelor of Science, Statistics / Economics
UDC Law School
Wells Fargo March 2005 - Present
CSC Consulting 2000 - 2005
Skills
Requirements Gathering, Business Analysis, Business Requirements, Business Process..., Business Intelligence, Microsoft CRM, Product Management, Training Delivery
Education
California Polytechnic State University-San Luis Obispo 1995 — 2000
BS, Mechanical Engineering
CrossFit Hard Boiled January 2015 - Present
Wells Fargo January 2002 - Present
Education
California Polytechnic State University-San Luis Obispo
Wells Fargo July 2014 - Present
Wells Fargo December 2012 - June 2014
Wells Fargo Bank January 2012 - November 2012
Wells Fargo June 2011 - December 2011
Wells Fargo August 2008 - May 2011
Skills
Spanish, Microsoft Office, French, Banking, Direct Sales, Cold Calling, Cross Selling, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Sales, Management, Time Management, Public Speaking, Leadership, Event Planning, Social Media, Credit, Teamwork, Outlook, Finance, Loans, Retail Banking, Commercial Banking, Fundraising, Financial Analysis, Credit Analysis, Marketing
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
Bachelor of Arts (B.A.), Foreign Languages, Literatures, and Linguistics
Universidad de Valladolid 2010 — 2010
Spanish, Spanish Language and Literature
Dish Network June 2013 - Present
Dish Network May 2012 - August 2012
Wells Fargo Investments, LLC September 2007 - July 2011
Wells Fargo January 2006 - September 2007
Skills
Options, Trading, Finance, Sales, Training, Customer Service, Financial Risk, Valuation, Spanish, Data Analysis, Microsoft Excel, Corporate Finance, Strategic Planning, Management, Microsoft Office
Education
Indiana University - Kelley School of Business 2011 — 2013
Master of Business Administration (MBA), Finance and Business Analytics
California State Polytechnic University-Pomona
B.S, Business Administration; Finance Major
Wells Fargo 2006 - Present
Wells Fargo Insurance Services August 2002 - December 2006
Wells Fargo September 1997 - August 2002
The Fair Isaac Companies April 1992 - May 1993
Skills
Small Business Lending, Cross Selling, Banking, Predictive Analytics, Segmentation, Analytics, Client Retention, Strategy Development, Sales Management, Strategic Planning, Business Strategy, Analysis, Customer Value..., Portfolio Management, Customer Segmentation..., Product Marketing, Marketing Strategy, Market Research, Marketing, Marketing Management, Strategy, Business Intelligence, Risk Management, Direct Marketing, Business Development, Management, Customer Retention
Education
California Polytechnic State University-San Luis Obispo 1989 — 1993
Bachelor of Science (B.S.), Industrial Engineering
Quick Bridge Funding April 2014 - Present
Quick Bridge Funding August 2013 - April 2014
Quick Bridge Funding June 2013 - August 2013
Quick Bridge Funding January 2013 - June 2013
Wells Fargo July 2011 - September 2012
Skills
Innovative Problem..., Critical Thinking, Solution Selling, Time Management, Customer Service, Retail, Sales, Cold Calling, Data Entry, Inventory Management, Teamwork, Direct Sales, Leadership, Microsoft Excel, PowerPoint, Customer Satisfaction, Microsoft Office, Microsoft Word, Banking, Management, Financial Analysis, Finance, Credit
Education
University of California, Los Angeles 2014 — 2016
Project Management Certificate
California State Polytechnic University-Pomona 2007 — 2012
B.S., Finance, Management
San Joaquin Delta College 2005 — 2007
Associate of Arts, Liberal Arts and Sciences
Wells Fargo February 2015 - Present
Encore Capital Group 2013 - 2015
Union Bank 2012 - 2013
Wells Fargo 2007 - 2012
Kyocera Wireless 2005 - 2006
Cricket Communications 2004 - 2005
Applied Materials 2000 - 2002
Skills
Finance, Financial Modeling, Financial Analysis, Banking, Mortgage Lending, Risk Management, Corporate Finance, Analysis, Portfolio Management, Process Improvement, Financial Services, Management
Education
Cal Poly San Luis Obispo 2002 — 2003
MBA/MS, Finance, Industrial Tech
San Diego State University-California State University 1996 — 2000
Bachelor of Science (BS), Information Systems
NewOak Capital June 2013 - Present
Verona Capital Markets Inc. January 2013 - May 2013
Union Bank June 2012 - December 2012
Wells Fargo December 2010 - May 2012
Skills
Data Analysis, Microsoft Office, PowerPoint, Microsoft Word, Access, Visio, Team Building, Microsoft Excel, Public Speaking, Management, Market Research, Forecasting, CCAR, Stress Testing, Research, Valuation
Education
California State Polytechnic University-Pomona 2009 — 2013
Bachelor of Science, Economics, Cum Laude
2015 Level II Candidate in the CFA Program
Bank of America October 2012 - Present
Wells Fargo Commercial Banking Group June 2006 - October 2012
Wells Fargo March 2005 - June 2006
Wells Fargo August 2002 - March 2005
Unified Examiners June 2000 - June 2002
Skills
Commercial Banking, Middle Market, Credit, Asset Based Lending, Equipment Finance, Spanish, Real Estate Financing, Treasury Management, SBA, Finance, Factoring, Investments, Private Equity, Portfolio Management, Financial Analysis, Underwriting, Banking, Commercial Lending, Lines Of Credit, Credit Analysis, Loans, Small Business Lending, Loan Origination
Education
University of Phoenix
B.A.
Cal Poly Pomona
Google September 2014 - Present
Mountain View Public Library January 2013 - Present
Mountain View Public Library August 2012 - June 2013
CommonWealth Central Credit Union August 2009 - December 2011
Meriwest Credit Union November 2005 - March 2007
Wells Fargo July 2003 - October 2005
IBM May 2001 - August 2001
Skills
Library, Training, Leadership, Customer Service, Banking, Sales, Time Management, Coaching, Call Centers, Financial Services, Facebook, Access, Office Administration, PowerPoint, Microsoft Office, Microsoft Excel, Event Planning, Photography, Instagram, Account Servicing, Multi Tasking, Social Media, Microsoft Word, Public Speaking
Education
California State University-San Bernardino 2007 — 2009
B.A, Graphic Design
California State Polytechnic University-Pomona 2001 — 2004
Graphic Design
Wells Fargo March 2015 - Present
ADP - Automatic Data Processing June 2014 - March 2015
Orange County Transportation Authority December 2012 - June 2014
CodeObsessed.com July 2010 - June 2014
Élan Technologies May 2010 - July 2012
Norco College February 2012 - June 2012
Norco College August 2011 - December 2011
Skydive Elsinore August 2004 - August 2011
Norco College February 2011 - June 2011
Skills
Information Security, System Access Requests, SAP, Windows 8, Windows 7, Active Directory, Troubleshooting, HTML, SharePoint, Visio, Programming, Networking, Java, Microsoft Office, Web Development, XP, Windows XP Pro, Technical Support, Windows XP, C++, Cisco Technologies, Software Installation, Outlook, Desktop Application..., Desktop Support..., System Migration, Data Migration, Cisco IOS, Cisco Routers, Routers, Hardware, Wireless Networking, Switches, Visual Studio, WAN, Printers, WordPress, Testing
Education
California State Polytechnic University-Pomona 2012 — 2015
Bachelor’s Degree, Emphasis: Computer Information Systems (CIS) and Information Assurance/Application Development, GPA: 3.81 - Class of 2015
Riverside City College 2009 — 2012
Associate of Science (A.S.), Computer Information Systems (CIS) - Computer Programming - Feb 2012, GPA: 3.95
Riverside City College 2009 — 2012
Associate of Arts (A.A.), Administration & Information Systems - Nov 2011, GPA: 3.95
TD Ameritrade May 2014 - Present
Wells Fargo August 2013 - May 2014
Wells Fargo June 2012 - August 2013
CBS Corporation June 2012 - September 2012
State Farm November 2011 - March 2012
Skills
Research, PowerPoint, Microsoft Office, International Relations, English, Public Speaking, Microsoft Word, Microsoft Excel, Teamwork, Social Media, Spanish, Politics, Economics, Facebook, Nonprofits, Marketing
Education
California State Polytechnic University-Pomona 2008 — 2013
Bachelor of Science (B.S.), International Business, Minor in Marketing
83bar July 2015 - Present
Sizmek December 2013 - July 2015
SocialTyze March 2012 - December 2013
Apple, Inc April 2008 - March 2012
Wells Fargo June 2007 - September 2007
Best Buy June 2004 - September 2006
Skills
Web Development, PHP, JavaScript, HTML, CSS, Web Design, Ffmpeg, jQuery, MySQL, WordPress, Graphic Design, OS X, Mac, Photoshop, iWork, Facebook, Adobe Creative Suite, Social Media Marketing, iPhone, Apple Aperture, User Experience, Digital Marketing, iOS, Google Analytics, Illustrator
Education
California Polytechnic State University-San Luis Obispo 2006 — 2011
Bachelor's of Science, Business Administration
Canyon High School
Canyon High School
Canyon High School
St. Jude Medical June 2014 - December 2014
California Polytechnic State University December 2013 - June 2014
Medicorp Medical Management Services, Inc. July 2013 - September 2013
Wells Fargo September 2012 - September 2013
Bogatz & Associates, P.C. March 2011 - September 2012
Gap Inc./Old Navy October 2010 - September 2011
Skills
Manufacturing, Research, Data Analysis, Matlab, PTC Creo, Minitab, HTML, C/C++, Technical Writing, NI LabVIEW, Proposal Writing, JavaScript, Photoshop, Process Optimization, Public Speaking
Education
California Polytechnic State University-San Luis Obispo 2011 — 2016
Bachelor's Degree, Biomedical Engineering / Minor in Computer Science & Minor in German
Silverado High School 2007 — 2011
High School
Wells Fargo July 2012 - Present
Skills
Agriculture, Financial Risk, Animal Husbandry
Education
California Polytechnic State University-San Luis Obispo 2009 — 2012
Bachelor of Science (BS), Dairy Science
Intex Recreation Corp. October 2008 - Present
Wells Fargo July 2005 - March 2008
Union Bank June 2004 - July 2005
Skills
Cross-functional Team..., Consumer Products, Strategic Planning, Product Management, Forecasting, Market Research, Sales Management, International Business, PowerPoint, Excel, Word, Vendor Relations, Customer Service, New Business Development, Microsoft Office, Merchandising, Account Management, Pricing, Microsoft Excel, Sales, Sales Operations, Key Account Management, Product Marketing, Brand Management, Competitive Analysis
Education
California State Polytechnic University-Pomona 2004 — 2008
B.S., International Business and Marketing Management
FICO™ July 2015 - Present
Land O'Lakes March 2006 - June 2015
Deluxe Corporation December 2000 - March 2006
Esperia Security Consulting October 1998 - December 2000
Wells Fargo June 1996 - October 1998
Norwest Audit Services Inc. October 1995 - June 1996
Skills
Information Security, Security Strategy..., Network Security, Security, Information Security..., Security Architecture..., IT Audit, Identity and Access..., Risk Assessment, Information Security..., Servers, Networking, Relationship Building, Information Security..., Management, HIPAA, Enterprise Content..., ITIL, Data Privacy, Enterprise Architecture, Leadership, Cloud Security, Computer Security, Integration, Cloud Computing, Information Security..., IT Strategy, SDLC, Disaster Recovery, IT Management, Cisco Technologies, Firewalls, Process Improvement, Information Technology, Business Analysis, Privacy Compliance, Security Policy..., Project Management, Policy Writing, Compliance PCI, Coaching & Mentoring, Collaborative Problem..., Mobile Technology, Application Security, Active Directory, Records Management, Vulnerability Assessment, Policy Compliance, Staff Development, Standards Development
Education
California State Polytechnic University-Pomona
Bachelor's degree, Management Information Systems
Wells Fargo April 2015 - Present
Wells Fargo June 2013 - Present
Wells Fargo April 2009 - June 2013
Macy's June 2005 - April 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Banking, Process Improvement, Financial Analysis, Research, Training, Accounting, Financial Accounting, Credit Analysis, Sales, Sales Management, Investments, Data Analysis, analysis, Business Analysis, Market Analysis
Education
California State Polytechnic University-Pomona
Bachelor of Science (B.S.), Emphasis in Accounting and International Business
Wells Fargo September 2014 - Present
Wells Fargo May 2012 - September 2014
Wells Fargo January 2006 - May 2012
Skills
IT Audit, Operational Risk, Enterprise Risk..., Team Management, Internal Audit, Banking, Risk Management, Compliance Audits, SDLC, Business Continuity, CISA, Windows, COBIT, ISO, Application Security, FFIEC, ITGC, Wholesale Banking, SOX, Business Process, Information Security..., Oracle, AS400, ITIL, COSO, SQL, Active Directory, Top Secret, Sybase, Business Continuity..., Records Management, Project Management, Third Party Vendor..., Data Privacy, Privacy Policies, Web Governance, Operational Risk...
Education
California State Polytechnic University-Pomona 2000 — 2005
Computer Information Systems, Business
Michael Kors December 2014 - May 2015
Wells Fargo August 2013 - February 2014
United States Army August 2011 - December 2012
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Public Speaking, Leadership, Social Media, Teamwork, Event Planning, Management, Social Networking, Research, Facebook, Time Management, Sales
Education
California State Polytechnic University-Pomona 2011 — 2015
Bachelor of Science (B.S.) Business Administration, Management and Human Resources w/ an emphasis in Human Resources, Fourth Year
Gabrielino High School 2007 — 2011
High School, High School Diploma
Intuit 2015 - Present
Intuit June 2013 - Present
Wells Fargo May 2008 - April 2013
Wells Fargo September 2006 - May 2008
Delta Dental 2007 - 2007
Freddie Mac 2006 - 2006
Pacific Gas & Electric 2001 - 2006
Webvan.com 1999 - 2001
Hewlett Packard 1996 - 1999
Andersen Consulting 1995 - 1996
Skills
Business Intelligence, Dashboard, Energy, Retail, Analytics, Data Warehousing, OLAP, Enterprise Software, Data Analysis, Teradata, Tableau, Oracle, Databases, CRM, Informatica, ETL, Management, Business Analysis
Education
California Polytechnic State University-San Luis Obispo
BS
Core-Mark International December 2014 - Present
Wells Fargo December 2013 - December 2014
Ketch Joanne Restaurant June 2013 - December 2013
Rosetta April 2013 - June 2013
Olens Technology January 2013 - March 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Cold Calling, Research Interviews, SPSS, Teamwork, Customer Service
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Business Administration, Marketing
Terra Nova High 2005 — 2009
High School Diploma
Wells Fargo Bank December 2010 - Present
Wells Fargo May 2007 - December 2010
Wells Fargo May 2005 - May 2007
Wells Fargo March 2003 - May 2005
Wells Fargo February 2001 - April 2004
Wells Fargo August 1999 - February 2001
Skills
Banking, Cash Management, Treasury Management, Financial Services, RFP, Proposal Writing, Treasury Services, Bilingual, Project Management, Customer Service, Sales, Portfolio Management, Call Centers, Credit
Education
California State Polytechnic University-Pomona
B.S., Business Administration, Management and Human Resources
Wells Fargo September 2013 - Present
ICON Advisers October 2005 - August 2012
ICON Advisers October 2005 - August 2012
US Bank Private Client Group February 2003 - April 2005
McDonald Investments/Key bank November 2001 - January 2003
Wells Fargo Investments April 1999 - November 2001
Smith Barney - Citibank June 1992 - March 1999
Skills
Product Development, Product Management, Product Marketing, Investment Strategies, Mutual Funds, Marketing Strategy, Asset Managment, Series 7, Product Strategy, Product Launches, Alternative Investments, Separately Managed..., Cross-functional Team..., Wealth Management, Financial Planning, Financial Analysis, Building Relationships, High Net Worth..., Investment Management, Non-profits, Fundraising, Strategic Financial..., Asset Management, Nonprofits, Marketing, Strategy, Portfolio Management, Asset Allocation, Financial Services, ETFs, Equities, Financial Advisory, Investment Advisory, Series 63, Bonds, Securities
Education
California Polytechnic State University-San Luis Obispo 1989 — 1992
BS, Finance
Carmel High School 1985 — 1987
Cypress Elem
Wells Fargo October 2015 - Present
Magic Mouse Design, LLC January 2006 - Present
Safe Hands Rescue July 2015 - July 2015
Xcel Energy June 2014 - December 2014
Converging Solutions LLC March 2014 - May 2014
Deckers Outdoor Corporation June 2013 - July 2013
Best Buy January 2013 - May 2013
M. A. Mortenson Company November 2012 - January 2013
Regency Beauty Institute September 2012 - December 2012
Motorola Solutions June 2012 - September 2012
Skills
Software, Captivate, SnagIt, Camtasia, PowerPoint, Training, Instructional Design, Technical Writing, E-Learning, Blended Learning, Software Documentation, Curriculum Design, Employee Training, Instructor-led Training, Program Management, Leadership Development, Process Improvement, Learning Management..., Leadership, Training Delivery, SharePoint, Lectora
Education
California State Polytechnic University-Pomona 2013 — 2014
Post Graduate Certificate Project Management
University of Minnesota Study Abroad 2008 — 2008
3 Credit Hours, Beginner's Spanish: Level 1
University of Minnesota-Twin Cities 2004 — 2007
M.Ed., Curriculum & Instruction
Metropolitan State University of Denver 1998 — 2002
B.A., Technical Communications
Platt College School of Design 1997 — 1998
72 credit hour certificate, Desktop Publishing
Union Bank January 2015 - Present
Honda Auto Center of Bellevue July 2013 - November 2014
KeyBank January 2006 - March 2012
Wells Fargo September 2004 - November 2005
Citi August 2000 - August 2004
Waterstreet Grill 2000 - 2001
Skills
Commercial Banking, Loans, Consumer Lending, Risk Management, Small Business Lending, Banking, Cross Selling, Retail Banking, Lines Of Credit, Credit Analysis, Mortgage Lending, Credit, Loan Origination, Branch Management, Commercial Mortgages
Education
California Polytechnic State University-San Luis Obispo 1997 — 1999
El Cerrito High School 1994 — 1997
Wells Fargo October 2010 - Present
Neways International September 2004 - June 2009
Securitas Security October 1999 - September 2004
Neways International January 1990 - January 2004
National Park Service January 1972 - January 1998
U.S. Navy January 1963 - January 1967
Education
Cal Poly State University
Bachelor, Science Resource Management
California Polytechnic State University-San Luis Obispo
BS, Natural Resource Management
Colgate Palmolive January 2015 - Present
Colgate Palmolive June 2012 - 2014
Aon Hewitt January 2008 - June 2012
Aon Hewitt 2006 - 2008
ADP 2004 - 2006
Wells Fargo 2002 - 2004
The Walt Disney Company 1998 - 2003
Skills
Employee Benefits, Training, Payroll, Leadership, Process Improvement, Management, Analysis, Software Documentation, Call Centers, Project Management, Coaching, Customer Service, Expatriate Management, executive benefits, Pension Administration, Health & Welfare..., 401k, Vendor Management, Severance, COBRA, HIPAA, Defined Benefit, Defined Contribution, PowerPoint, Microsoft Excel, Public Speaking, Presentations, Workshop Facilitation
Education
Cal Poly Pomona 2009 — 2011
Bachelor of Science (BS), Human Resources Management and Services
California State Polytechnic
Degree: Bachelors of Science, Human Resources and Management
Wells Fargo & Co. June 2010 - Present
Wells Fargo, Internet Services Group August 2002 - June 2010
Wells Fargo June 2005 - April 2007
Wells Fargo August 2002 - June 2005
Deloitte Consulting June 2001 - August 2001
Cadence Design Systems June 2000 - September 2000
Skills
Requirements Gathering, SDLC
Education
Golden Gate University 2008 — 2010
MBA
California Polytechnic State University-San Luis Obispo 1998 — 2002
Bachelor's Degree
PayPal September 2014 - Present
PayPal September 2014 - February 2015
SVB Financial Group April 2012 - August 2014
QSecure Inc June 2007 - April 2012
Innovius February 1998 - March 2010
Planet Payment March 2003 - April 2007
eBalance 1999 - 2001
Wells Fargo 1994 - 1999
Skills
Cryptography, Business Alignment, Payments, Cards, Offshoring, Security, E-commerce, Product Development, Start-ups, Product Management, Business Strategy, Payment Systems, Mobile Payments, Software Development, Integration, Credit Cards, Agile, SaaS, Vendor Management, Team Building, Program Management, Business Analysis, Mobile, Strategic Planning, Architecture, Mobile Commerce, Enterprise Architecture, Outsourcing, Process Development, Software Engineering, Cloud Computing, Transaction Processing, Cross-functional Team..., Product Strategy, Requirements Analysis, IT Strategy, Process Improvement, Payment Gateways, Mobile Applications, Enterprise Software, Professional Services, Open Source, Payment Processing, Electronic Payments, Online Payments, Smart Cards, Acquiring, PCI DSS, Software Project..., Payment Solutions
Education
California Polytechnic State University-San Luis Obispo
MS, Electronics Engineering, Optics, Signal Processing
Central Catholic High School
Wells Fargo Dealer Services May 2010 - Present
Wells Fargo Bank - Wealth Management November 2003 - November 2009
Wells Fargo Bank March 2002 - November 2003
Wells Fargo February 1997 - May 1998
Suzanne DeWitt's Dance Works January 1995 - May 1998
The Wild Bunch, Tombstone, AZ 1994 - 1997
Skills
Talent Management, Coaching, Employee Relations, Recruiting
Education
California State Polytechnic University-Pomona 1999 — 2003
BS, Management and Human Resources
Union Bank September 2012 - November 2013
OneWest Bank June 2010 - August 2012
Santa Cruz County Bank June 2007 - June 2010
Wells Fargo June 2006 - June 2007
Skills
Credit Analysis, Credit, Loans, Commercial Lending, Small Business Lending, Mortgage Lending, Consumer Lending, Commercial Banking, Credit Risk, Banking, Loan Origination, Lines Of Credit, Underwriting, Portfolio Management, Mortgage Underwriting, Mortgage Banking, Asset Based Lending, Financial Analysis, Refinance, Commercial Mortgages
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
Business Admin., Finance, Accounting, Marketing, Economics
Wells Fargo Home Mortgage July 2011 - Present
Wells Fargo January 2008 - July 2011
Wells Fargo Home Mortgage June 2002 - January 2008
Skills
Mortgage Lending, Loan Origination, Sales, FHA, Mortgage Banking, Refinance, Loans, Management, Credit, Banking, Credit Analysis, Residential Mortgages, FHA Financing, Underwriting
Education
California Polytechnic State University-San Luis Obispo 1990 — 1995
Bachelor of Science, Agribusiness
Apple December 2014 - Present
Wells Fargo August 2013 - July 2014
Gap Inc September 1999 - August 2013
Skills
Direct Marketing, Direct Mail, Creative Direction, Visual Merchandising, Retail, Advertising, Budgets, Keynote, Brand Development, Email Marketing, Packaging, Art Direction, Catalogs, Integrated Marketing, Adobe Creative Suite, Digital Printing, Marketing Communications, Management
Education
California Polytechnic State University-San Luis Obispo 1991 — 1992
Bachelor of Science (BS), graphic communication
California Polytechnic State University-San Luis Obispo 1990 — 1992
Bachelor of Science (B.S.), Graphic Communications
Wells Fargo November 2014 - Present
Wells Fargo May 2011 - November 2014
One East Palo Alto June 2006 - September 2011
Skills
Nonprofits, Community Outreach, Fundraising, Community Organizing, Volunteer Management, Leadership, Customer Service, Microsoft Office, Banking, Management, Research, Event Planning, Sales, Public Speaking
Education
University of California, Santa Cruz 2011 — 2012
Bachelor's degree, Political Science
California Polytechnic State University-San Luis Obispo 2006 — 2011
Political Science
Wells Fargo April 2014 - Present
Claraview June 2013 - April 2014
Lunexa January 2013 - June 2013
Lunexa January 2011 - January 2013
Teradata 2012 - 2013
Teradata 2012 - 2013
Disney 2011 - 2013
Lunexa LLC. January 2011 - January 2011
Skills
Microstrategy, Data Warehousing, Java, Business Intelligence, Unix, SQL, C, MySQL, XML, Analytics, Linux, Hadoop, Agile, Data Modeling, Informatica, HTML, Aster Data, Database Design, Strategy, Agile Methodologies, Shell Scripting
Education
California Polytechnic State University-San Luis Obispo 2008 — 2010
MS, Computer Science
California Polytechnic State University-San Luis Obispo 2004 — 2008
BS, Computer Engineering
Wells Fargo August 2011 - Present
Wells Fargo July 2008 - August 2011
Wells Fargo 2005 - 2008
Wells Fargo 2001 - 2005
Skills
Portfolio Management, Banking, Loans, Credit, Relationship Management, Cash Management, Commercial Banking, Credit Analysis, Treasury Management, Financial Services, Commercial Lending
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Applied Science (BASc), Dairy Science
Wells Fargo Bank March 2008 - Present
Wells Fargo August 2005 - February 2008
Cargill Animal Nutrition June 2004 - September 2004
Stotz Dairy 1997 - 2004
Cal Poly Dairy 2001 - 2003
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
BS, Dairy Science and Ag Business
Wells Fargo April 2012 - Present
Comerica Bank January 2008 - March 2012
Comerica Bank November 2006 - December 2007
Skills
Commercial Banking, Credit, Loans, Credit Analysis, Financial Analysis, Underwriting, Commercial Lending, Risk Management, Portfolio Management, Financial Modeling
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
Bachelor of Science (BS), Finance
Torrey Pines High School 1998 — 2001
Union Bank October 2012 - Present
Wells Fargo April 2009 - October 2012
WaMu August 1986 - January 2009
WaMu/JP Morgan Chase 1986 - January 2009
American savings 1986 - 1989
Skills
Mortgage Lending, Loans, Credit, Banking, Mortgage Banking, Loan Origination, Credit Analysis, Underwriting, Consumer Lending, FHA, Commercial Lending, Residential Mortgages, Small Business Lending, Mortgage Underwriting
Education
California Polytechnic State University-San Luis Obispo 1978 — 1981
Business Administration
Wells Fargo January 2015 - Present
Education
California Polytechnic State University-San Luis Obispo 1995 — 2000
Bachelor of Business Administration (BBA), Finance and Economics
General Motors IT July 2014 - Present
The Art Institute of Phoenix August 2011 - Present
iTRACS November 2012 - July 2014
Everything Just Works, LLC May 2010 - December 2013
Level 3 Communications July 2012 - October 2012
Wells Fargo October 2011 - July 2012
Arizona Department of Education August 2011 - September 2011
SAIC September 2010 - July 2011
General Dynamics April 2007 - June 2010
BlueHornet September 2006 - April 2007
Skills
Perl, Linux, Subversion, JavaScript, PHP, ClearCase, Apache, Web Development, Windows, jQuery, HTML 5, Scrum, Software Development, CSS3, Software Configuration..., Unix Shell Scripting, SQL, Databases, Git, XHTML, AJAX, Wordpress, Problem Solving, Shell Scripting, System Administration, Bash, LAMP, JSON, RESTful WebServices, APIs, Unix
Education
California State Polytechnic University-Pomona 2001 — 2006
Bachelor's Degree, Computer Science
Specialized Bicycle Components January 2015 - Present
Specialized Bicycle Components August 2012 - January 2015
Wells Fargo Bank December 2009 - August 2012
Bank of America August 2007 - June 2008
Wells Fargo February 2005 - June 2007
Skills
Leadership, Banking, Investments, Sales, Management, Relationship Management, Microsoft Office, Marketing Strategy, Business Development, Marketing, Strategy, Team Building
Education
California Polytechnic State University-San Luis Obispo 2004 — 2007
Wells Fargo November 2009 - Present
Wachovia Bank April 2007 - July 2010
World Savings November 2004 - April 2007
World Savings February 2003 - November 2004
Education
California Polytechnic State University-San Luis Obispo 1995 — 2000
Bachelor of Science, Business Administration
Wells Fargo May 2014 - Present
Wells Fargo Capital Finance November 2012 - May 2014
Live Nation May 2011 - November 2012
25 by 7, Inc. November 2007 - May 2011
Global Vision Systems January 2006 - November 2007
Spying Eye Surveillance, Inc October 2003 - January 2006
Arey Jones September 2002 - September 2003
Pasadena City College April 2001 - September 2001
Priority Records, LLC June 2000 - March 2001
Skills
Powershell, DNS, SAN, Active Directory, Virtualization, Networking, VMware, VMware ESX, DHCP, System Administration, Disaster Recovery, Microsoft Exchange, Servers, High Availability, Cluster, NetApp, Windows Server, Microsoft SQL Server, Citrix, VMware Infrastructure, Data Center, IIS, SCCM, Network Security, Windows 7, Linux, System Deployment, Network Administration, Apache, Perl, Unix, Red Hat Linux, Operating Systems, Troubleshooting, Firewalls, Shell Scripting, VPN, Server Architecture, Storage, TCP/IP, Cisco Technologies, NFS, Blackberry Enterprise..., CentOS, SCOM, NAS, Group Policy
Education
California State Polytechnic University-Pomona 2002 — 2005
Bachelor of Science (BS), Computer Science, Minors in Mathematics & Business Administration
Pasadena City College 2000 — 2002
AS/AA, General
Temple City High School
U.S. Department of the Treasury February 2013 - Present
U.S. Department of Energy April 2012 - November 2012
Wells Fargo September 2010 - March 2012
American Express May 2010 - September 2010
Wells Fargo Home Mortgage September 2009 - March 2010
IBM July 2000 - February 2009
Vanguard 2007 - 2009
IBM 2000 - 2007
DMR Consulting April 1997 - October 1997
MCI April 1996 - April 1997
Skills
Business Intelligence, Risk Management, Data Warehousing, SDLC, SQL, ETL, Unix, DB2
Education
California Polytechnic State University-San Luis Obispo 1981 — 1985
Wells Fargo April 2012 - Present
Wells Fargo December 2010 - March 2012
The PMI Group, Inc. January 2010 - December 2010
Hamalian Appraisal January 2009 - February 2010
Wachovia August 1992 - December 2008
wachovia 2003 - 2008
Wachovia previously World Savings 1992 - 2008
Skills
Mortgage Lending, Loans, Mortgage Banking, Underwriting, Valuation
Education
California Polytechnic State University-San Luis Obispo
Wells Fargo September 2013 - Present
Wells Fargo Bank October 2000 - September 2013
Wells Fargo November 1999 - October 2000
Education
California Polytechnic State University-San Luis Obispo 1996 — 1999
BS, Business, Marketing, Spanish
California State University-East Bay 1994 — 1996
Criminal Justice, Psychology
Wells Fargo September 2012 - Present
Wells Fargo Bank July 2008 - August 2012
Wells Fargo Bank 2001 - 2008
Skills
Project Management, Process Improvement, Banking, Business Strategy, SharePoint, Management, Visio, Strategy, SDLC, Requirements Analysis, Project Portfolio..., Business Requirements
Education
San Jose State University 1987 — 1989
MBA, Finance
Humboldt State University 1976 — 1978
B.S, Fishery Biology, Oceanography
California Polytechnic State University-San Luis Obispo 1974 — 1978
BS, Fishery Biology
Kaiser Foundation Health Plan March 2011 - Present
Wells Fargo October 2009 - June 2010
Palm July 2008 - May 2009
Education
Computer Learning Center 1983 — 1983
Certificate of Learning, Computer Programming
Pepperdine University 1980 — 1981
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of California, Berkeley 1975 — 1975
Master of Business Administration (M.B.A.)
Cal Poly San Luis Obispo 1975 — 1975
Bachelor's degree, Metallurgical Engineering
Cal Poly San Luis Obispo 1968 — 1972
Metallurgical Engineering
US Bank October 2009 - Present
Wells Fargo May 2008 - October 2009
JP Morgan 1996 - 2008
Skills
Commercial Lending, Commercial Banking, Banking, Loans, Credit Analysis, Credit, Portfolio Management, Financial Analysis, Investments, Underwriting, Finance, Commercial Mortgages
Education
California State University-Sacramento 1993 — 1995
MS, Accoutancy
California Polytechnic State University-San Luis Obispo 1984 — 1989
BS, Ag Bus - Finance & Appraisal
Wells Fargo Bank 2004 - Present
Wells Fargo 1991 - 2013
Skills
Credit, Mortgage Lending, Customer Service, Banking, Loans, Management, Commercial Lending, Retail Banking, Credit Analysis, Commercial Banking, Consumer Lending, Small Business Lending
Education
California Polytechnic State University-San Luis Obispo
Gavilan College
MUFG Americas September 2009 - Present
Wells Fargo 2007 - 2008
Northrop Grumman Corporation July 2003 - June 2007
Countrywide 2007 - 2007
Education
University of Southern California 2006 — 2008
Masters, Mathematical Finance
California Polytechnic State University-San Luis Obispo 1998 — 2003
BS, Aerospace Engineering
Glick's Gourmet, LLC August 2011 - June 2012
Lodi Unified School District March 2012 - May 2012
Wells Fargo May 2000 - August 2011
Aspen Square Management September 1997 - June 1999
EIS Wire & Cable February 1997 - September 1997
United Personnel September 1996 - February 1997
Skills
Project Implementation, Change Management, Baking, Cooking, MS Office Suite, Leadership Development, HR Consulting, Strategic Analysis
Education
San Joaquin Delta College 2011 — 2012
Baking and Pastry Certificate, Baking and Pastry Arts/Baker/Pastry Chef, 4.0
University of the Pacific - Eberhardt School of Business 2006 — 2007
MBA, Business
Western New England University 1997 — 1999
BA, Business, Human Resources Management
California Polytechnic State University-San Luis Obispo 1993 — 1996
BS, Environmental Engineering
Morgan Stanley May 2015 - Present
Bank of the West April 2010 - May 2015
Wachovia Bank January 2008 - November 2009
Wells Fargo April 2006 - January 2008
Skills
Loans, Credit, Mortgage Lending, Small Business Lending, Mortgage Banking, Sales, Banking, Commercial Lending, Sales Management, Cold Calling, Loan Origination, Credit Analysis, Investments, Investment Strategies, Risk Management, Leadership, Commercial Banking, Portfolio Management, Finance, Financial Analysis, Business Development, Financial Services, Relationship Management
Education
Saint Mary's College of California 2013 — 2014
Master of Science (MS), Financial Analysis & Investment Mangagement
California Polytechnic State University-San Luis Obispo 2003 — 2006
Bachelor of Arts (BA), Communication Studies
Campbell Taylor & Company November 2014 - Present
First Citizens Bank December 2012 - November 2014
Wells Fargo July 2011 - December 2012
Wells Fargo Bank February 2010 - July 2011
Wells Fargo October 2009 - February 2010
Wells Fargo Commercial Banking August 2007 - October 2009
Wells Fargo June 2006 - September 2006
Skills
Financial Analysis, Customer Relations, Commercial Banking, Credit Analysis, Commercial Lending, Credit, Customer Service, Banking, Treasury Management, Loans, Underwriting, Portfolio Management, Relationship Management
Education
California Polytechnic State University-San Luis Obispo 2002 — 2007
Bachelor of Science, Business Administration, Accounting, Marketing
Wells Fargo August 2010 - Present
Wells Fargo Financial February 2010 - September 2010
Skills
Financial Analysis, Credit, Investments, Sales, Real Estate, Marketing, Real Estate Financing, Mortgage Lending, High Net Worth..., Private Banking, Residential Mortgages, Mortgage Underwriting, Lines Of Credit, Cold Calling, Consumer Debt, Account Management, Strategic Financial..., Microsoft Excel, Banking
Education
California Polytechnic State University-San Luis Obispo 2006 — 2009
Business
Rabobank August 2011 - Present
Rabobank September 2007 - August 2011
Pacific Capital Bancorp August 2006 - September 2007
Wells Fargo August 2004 - September 2007
Skills
Commercial Banking
Education
Colorado State University 2006 — 2008
MBA, MBA
Cal Poly San Luis Obispo 1991 — 1994
Bachelor of Science, Business
GEICO August 2013 - Present
Wells Fargo August 2010 - August 2013
Enterprise Rent-A-Car May 2006 - February 2010
Madonna Inn June 2002 - May 2006
Skills
Credit, Loans, Banking, Retail Banking, Finance, Commercial Banking, Cross Selling, Customer Service, Loan Origination, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo 1999 — 2004
Bachelor of Science (B.S.), Graphic Communication
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 November 1978 - Present
Education
Cal Poly San Luis Obispo 1971 — 1974
Wells Fargo March 2010 - Present
Visalia Community Bank February 2001 - March 2010
Bank of the Sierra August 1988 - February 2001
Skills
Auctioneering
Education
University of Washington 1995 — 1997
Certificate of completion, Graduate Banking School
Cal Poly San Luis Obispo 1972 — 1976
Ag Business Management, Agribusiness/Agricultural Business Operations
Escalon High School 1968 — 1972
IQMS August 2014 - Present
BrookLin Oaks Pharmacy Inc. May 2014 - Present
Raymond Boisvert 2014 - 2014
Wells Fargo Home Mortgage June 2013 - October 2013
Wells Fargo Advisors January 2011 - May 2013
Wells Fargo February 2007 - May 2013
HFC Bank August 2006 - January 2007
Albertsons January 2005 - June 2006
Albertsons 1996 - June 2006
City of Atascadero 1992 - 1996
Skills
Insurance, Credit Analysis, Sales, Customer Service, PowerPoint, Cold Calling, Microsoft Word, Public Speaking, Microsoft Office, Banking, Social Networking, Investments, Strategic Financial..., Credit, Commercial Lending, Mortgage Lending, Loans
Education
Cal Poly San Luis Obispo 2001 — 2003
Bachelor's degree, Business Administration and Management, General
Cuesta College 1995 — 2001
Associate of Arts (AA), Business Administration and Management, General
PRHS
Wells Fargo July 2013 - Present
Union Bank December 2011 - July 2013
Finance One, Inc August 2011 - November 2011
Education
California State Polytechnic University-Pomona 2006 — 2010
Bachelor of Science (BS)
Wells Fargo Commercial Banking July 2013 - 2015
Mission Community Bank July 2011 - July 2013
Rabobank, N.A. August 2008 - July 2011
Wells Fargo June 2005 - August 2008
California Equipment Dist., Inc. September 1999 - June 2005
Kennedy Brothers, Inc. August 1996 - September 1999
Skills
Loans, Credit, Commercial Banking, Commercial Lending, Mortgage Lending, Credit Analysis, Banking, Portfolio Management, Underwriting, Risk Management, Financial Analysis, Relationship Management, Management, Mergers & Acquisitions, Retail Banking, Consumer Lending, Financial Risk, Finance, Sales, Credit Risk, Leadership, Small Business Lending
Education
Colorado State University 2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
California Polytechnic State University-San Luis Obispo 1992 — 1994
Bachelor of Science (B.S.), Agricultural Business and Management