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
Trudi Geiszler Social Media Consulting March 2009 - Present
Wells Fargo November 2013 - Present
Sage & MSquared Consulting for Wells Fargo August 2010 - October 2013
Franklin Templeton Investments January 2006 - January 2009
The Northern Trust Company June 2000 - January 2006
Mercer Technology/ADP Retirement Services June 1996 - May 2000
Skills
Investments, PowerPoint, Project Management, Wealth Management, Microsoft Excel, Cross-functional Team..., Marketing Communications, Marketing, Management, Strategy, Program Management, Leadership, CRM, Social Media Marketing, Event Management, Product Development, Sales, Analysis, Training, Data Analysis, Project Planning, Sales Operations, Banking, Public Relations, Fundraising, Business Development, Strategic Planning, Executive Management, Market Research, Marketing Strategy, Competitive Analysis, Business Strategy, Analytics, Market Analysis, Management Consulting, Newsletters, Entrepreneurship, E-commerce, Change Management, Vendor Management, Business Analysis, Strategic Partnerships, Risk Management, Finance, Retirement, Consulting, Creative Direction, Referrals
Education
California State University-Chico 1979 — 1983
BA, Communications/PR
Wells Fargo May 2013 - Present
Wells Fargo May 2013 - Present
Fastbreak 2008 - Present
Skills
Data Entry, Sales, Marketing, Customer Service, Management, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Teamwork, Time Management, PowerPoint, Training, Leadership, Inventory Management, Public Speaking, Research, Sales Management, Project Management, Event Planning, Strategic Planning, Team Leadership
Education
California State University-Bakersfield 2008 — 2011
Bachelor's Degree, Business Administration, Human Resources
California State University - Bakersfield 2007 — 2011
Bachelor of Science (B.S.), Business Administration, Human Resources
East West Bank May 2014 - Present
Wells Fargo December 2001 - April 2014
USAF 1993 - 1999
Skills
Portfolio Management, Loans, Financial Modeling, Financial Analysis, Banking, Investments
Education
California State University-Bakersfield 1999 — 2001
BS, Finance
Yonsei University 1997 — 1998
Korean Language
Toastmasters
HFF September 2012 - Present
Wells Fargo September 2010 - September 2012
Scott Hamm, MAI April 2006 - September 2010
Skills
Real Estate, Financial Modeling, Financial Analysis, Microsoft Office, Real Estate Finance, Credit Analysis, Appraisals, Valuation, Analysis
Education
California State University-Chico
BS, Entrepreneurship and Small Business Management
Allianz Global Investors January 2015 - Present
Voya Investment Management December 2013 - December 2014
Legacy by Design, LLC January 2006 - November 2013
UBS Wealth Management February 2003 - August 2006
Wells Fargo 2000 - 2002
Education
California State University-Chico 1997 — 2001
Bachelor of Science (B.S.), Management Information Systems, General
Wells Fargo August 2014 - Present
Honey punch January 2014 - March 2014
Payment Systems Corp. September 2012 - February 2014
Skills
Sales, Fashion Buying, Customer Service, B2B, Cold Calling, Direct Sales, Fashion, Merchandising, Retail, Salesforce.com, Account Management, Sales Presentations, Selling, Sales Management, Management, Leadership, Customer Retention, Negotiation, Banking, Credit, Team Building, Loans, Finance, Strategic Partnerships
Education
California State University, Monterey Bay
Rabobank August 2013 - Present
Wells Fargo February 2012 - August 2013
Delano Union School District February 2010 - February 2012
Skills
Banking, Retail Banking, Commercial Banking, Credit, Loans, Call Centers, Payments, Customer Service, Private Banking, Teamwork, Coaching, Cash Management, Typing, Clerical Work, teacher assistant, Solid computer skills, Microsoft Office, Communication, Clerks, Credit Risk
Education
McFarland High School 2006 — 2010
California State University-Bakersfield
Bachelor of Science (BS), Child Adolescent and Family Studies
Wells Fargo 2013 - August 2014
The Home Depot January 2013 - May 2013
In-Shape Health Clubs May 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Sales
Education
California State University, Monterey Bay 2009 — 2013
Bachelor of Science (B.S.), Business Administrations
Wells Fargo May 2015 - Present
Phi Chi Theta Business Fraternity May 2014 - Present
Allstate Baker & Baker Insurance Company, Inc. June 2014 - July 2014
Skills
PowerPoint, Teamwork, Microsoft Word, Microsoft Office, Microsoft Excel, Critical Thinking, Research, Statistics, Time Management, Data Analysis, Economics, Financial Analysis, Event Planning, Accounting, Access, Customer Service
Education
California State University-Chico 2013 — 2015
Environmental Lights February 2015 - Present
24Hr HomeCare March 2014 - January 2015
Wells Fargo November 2012 - February 2014
Wells Fargo April 2012 - November 2012
Center for Nutrition and Activity Promotion August 2011 - December 2011
Community Action Volunteers in Education (CAVE) August 2008 - December 2008
Skills
Customer Service, Nutrition, Microsoft Excel, Microsoft Office, Microsoft Word, Social Networking, Time Management, Management, PowerPoint, Public Speaking, Social Media, Diabetes, Event Planning, Research, Facebook, Teamwork, Sales, Healthcare Management, Healthcare, Home Care, Health, Recruiting, Interviews, Evaluation
Education
California State University-Chico 2008 — 2011
Bachelor of Science (BS), Nutrition and Food Sciences; Food and Nutrition Communication
Wells Fargo Advisors, LLC November 2012 - Present
St Louis Rams 2009 - 2012
Wells Fargo May 2008 - August 2008
Skills
Event Planning, Sales, Customer Service, Microsoft Office, PowerPoint, Insurance, Social Media, Microsoft Excel, Investments, Microsoft Word, Strategic Financial...
Education
California State University-Fresno 2004 — 2008
Master of Arts (M.A.), Sport Psychology
County of Orange 2014 - August 2015
Wells Fargo November 2013 - October 2014
California State University, Bakersfield April 2013 - June 2013
RadioShack 2010 - 2013
Circuit City March 2007 - March 2009
College Assistance Migrant Program June 2008 - July 2008
California Mini-Corps August 2006 - January 2008
Skills
Spanish-English, Microsoft Office, Multi Tasking, Customer Service, Sales, Lotus Notes, Invoicing
Education
California State University-Bakersfield 2006 — 2013
Bachelor of Arts (B.A.), Psychology
Wells Fargo November 2013 - Present
Wells Fargo September 2009 - November 2013
Wells Fargo June 2005 - September 2009
Access Communications January 2005 - April 2005
Skills
Corporate Communications, Speech Writing, Press Releases, Corporate Social..., Messaging, Talking Points, Media Relations, Strategic Communications, Internal Communications, Public Relations, Crisis Communications, Social Media, Change Management, Strategy, Copywriting, Content Development, Content Strategy, Editing, Event Planning, Marketing Communications
Education
California State University-Chico 2002 — 2004
BA, Journalism, Public Relations
Three Six Zero Group August 2015 - Present
Three Six Zero Group December 2014 - July 2015
Creative Artists Agency August 2012 - August 2014
Colton Entertainment Group July 2011 - September 2012
Make a Smile August 2010 - October 2011
Wells Fargo October 2007 - January 2011
Courthouse HotelSouthport June 2009 - November 2009
Raleys May 2007 - August 2007
Fossil December 2005 - January 2007
Education
California State University-Chico 2006 — 2010
Bachelors of Science, Business Administration; Marketing
TD Ameritrade June 2014 - Present
Wells Fargo September 2010 - June 2014
The Master's College August 2009 - December 2010
The Master's College June 2009 - August 2009
California State University Bakersfield August 2005 - July 2007
Kallan Modas, Ltd October 2004 - July 2005
Banco Real August 2000 - September 2004
Interativa Transitaria International Ltda January 1997 - May 1998
Mercomar Servicos Comercio Exterior, Ltd June 1995 - December 1996
Skills
Fluent English/..., Proficient in MS Word,..., Strong work ethic, Leadership and teamwork..., Strong analytical skills, Strong client/ customer..., Athletic & competitive, Time Management, Banking, Retail, Customer Service, Sales, Microsoft Office
Education
The Master's College 2007 — 2010
Bachelor of Science; The Master's, Business Administration (Accounting, Finance)
California State University-Bakersfield 2005 — 2007
Bachelor of Science; Business Administration (Accounting, Finance)
Crescenta Valley Church July 2003 - Present
Self Employed July 2002 - July 2003
Wells Fargo June 1986 - May 2002
Skills
Nonprofits, Management, Leadership, Public Speaking, Microsoft Excel, Project Management, Adminstration, Personal Financial..., Photoshop, Digital Photography, Video Editing, Videography, Accounting, QuickBooks, Microsoft Word
Education
University of Southern California 1984 — 1986
MBA, Accounting and Finance and Marketing
California State University, Fresno 1978 — 1982
BA, Chemistry
BabyFirst TV February 2015 - Present
International Satellite June 2013 - December 2013
Wells Fargo March 2010 - April 2012
Verizon Wireless December 2007 - December 2008
Skills
Google Analytics, Mobile Applications, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Google Adwords, Data Entry, Data Analysis, Regression Analysis, Mobile Marketing
Education
California State University, Los Angeles - College of Business and Economics 2011 — 2014
Bachelor of Science (B.S.), Business Administration, Option: International Business
California State University-Los Angeles 2011 — 2014
Bachelor of Business Administration (BBA), International Business
Electronic Arts April 2013 - Present
Emerson Human Capital Consulting August 2011 - March 2013
Source Potential August 2009 - August 2011
Wells Fargo March 2010 - July 2011
Wells Fargo Bank September 2004 - May 2009
Fireside Bank February 2003 - September 2004
Skills
Leadership Development, Instructional Design, Change Management, E-learning, Performance Consulting, Training, Training Facilitation, E-Learning, Organizational..., Management, Sales Leadership..., Talent Management, Consulting, Succession Planning, Retail, Organizational Design, Blended Learning, Instructor-led Training, Leadership, Training Delivery, Workshop Facilitation, Performance Management, Business Development, Employee Engagement, Executive Coaching, Organizational..., Employee Training, Onboarding, Career Development, Workforce Planning, Performance Improvement, Talent Acquisition, Coaching, Strategy, Business Planning, Recruiting, Human Resources, Sales Operations, Sales, Employee Relations, Interviews, Applicant Tracking..., Needs Analysis, Program Management
Education
California State University-Chico
Bachelor's Degree, Psychology
Capella University
Master's Degree, Instructional Design
OUTFRONT Media September 2015 - Present
Heald College October 2010 - April 2015
DeVry University August 2005 - December 2011
Central Valley Community Bank March 2003 - July 2004
Wells Fargo May 2000 - February 2003
Skills
Higher Education, Training, Microsoft Office, Teaching, Customer Service, Adult Education
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
Master of Business Administration (MBA), Business/Commerce, General
National University 2003 — 2005
Master of Education (M.Ed.), Elementary Education and Teaching
California State University, Fresno
Bachelor of Science (B.S.), Business/Commerce, General
Learning Care Group (Tutor Time Childcare/Learning Centers) October 2014 - April 2015
Moorpark College Child Development Center August 2013 - May 2014
Wells Fargo March 2012 - February 2014
24 Hour Fitness July 2011 - January 2013
Kohl's Department Stores July 2010 - June 2011
Dockers June 2009 - January 2010
City of Agoura Hills June 2008 - August 2008
The Home Depot March 2003 - August 2007
Skills
Customer Service, Sales, Retail, Merchandising, PowerPoint, Time Management, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, Leadership, Social Networking, Public Speaking, Team Building, Relationship-builder..., Training, Customer Satisfaction, Banking, Data Entry, Inventory Management, Visual Merchandising, Operations Management, Store Operations, Sales Management, Management, Local Government, State Government, Program Evaluation, Program Development, Child Development, Early Childhood..., Experience Working with..., Fundraising, Policy, Policy Analysis, Public Policy, SPSS, Economic Development, Politics, Political Science, Political Campaigns, Community Service, Community Outreach, Children, Social Media, Working With Children, Early Childhood...
Education
Moorpark College 2014 — 2015
Associate in Science, Early Childhood Education
California State University-Chico 2007 — 2009
Bachelors in Arts, Public Adminstration
Moorpark College 2003 — 2007
A.A, Liberal Arts & Sciences
Agoura High School 1999 — 2003
High School Diploma, General Education
Wells Fargo June 2014 - Present
California Society of CPAs/CalCPA Education Foundation January 2014 - Present
Brown Armstrong Accountancy Corporation February 2014 - April 2014
California State University, Bakersfield April 2013 - December 2013
Wells Fargo June 2013 - August 2013
Exeter Mini Mart August 2010 - September 2012
Victorian Market February 2009 - June 2010
Skills
PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, QuickBooks, Accounting and Finance, Tax Wise Software, Public Relations, Public Speaking, Accounting, Analysis, Data Entry, Finance, Financial Accounting, Financial Reporting, Budgets, Teamwork, Spanish
Education
California State University-Bakersfield 2012 — 2014
Bachelor of Science (BS), Business Administration; concentration in Accounting and Finance
College of the Sequoias 2010 — 2012
Associate of Science (AS), Accounting
Institute of Chartered Accountants of Pakistan 2006 — 2008
Chartered Accountancy, Accounting
Karachi University 2006 — 2008
Bachelors of Commerce, Business
ClearSlide August 2013 - July 2015
ClearSlide December 2011 - July 2013
Wells Fargo June 2009 - December 2011
Enterprise Rent-A-Car June 2008 - May 2009
Skills
Sales Process, Cold Calling, Sales, SaaS, ClearSlide, Leadership, Salesforce.com, Lead Generation, Management, Sales Prospecting, Social Media Marketing, Marketing, International Sales, Forecasting, Direct Sales, Sales Operations, Account Management, Contract Negotiation, Analytics, Strategic Partnerships, SALT
Education
California State University-Chico
Bachelor of Science, Business Administration
San Jose State University
Masters, Business Administration
Wells Fargo September 2015 - Present
Quote Unquote Cheesecakes October 2013 - Present
Wells Fargo February 2014 - September 2015
Morty's, Pasta Moon, LBSteak January 2012 - December 2013
Keller Williams - Menlo Park September 2009 - December 2011
Left Bank October 2007 - August 2009
Room With A View June 2005 - September 2007
Starwood Hotels & Resorts Worldwide, Inc. January 2005 - June 2005
Fairfield Resorts May 2004 - January 2005
Christian Michael's Ristorante February 1999 - January 2003
Skills
First Time Home Buyers, Sellers, Buyer Representation, Referrals, Real Estate, Single Family Homes, Investment Properties, New Home Sales, Buyers, Residential Homes, Real Estate Transactions, Marketing, Online Marketing, Marketing Strategy, Negotiation, Property, Customer Service, Sales
Education
California State University-Chico
Business Administration, Human Resources
State Farm March 2012 - Present
Wells Fargo August 2010 - July 2012
Target November 2009 - August 2010
EXPRESS March 2009 - October 2009
Comfort Dental November 2008 - January 2009
Starbucks January 2006 - July 2007
Skills
Advertising, Art Direction, Fine Art, Marketing
Education
California State University-Bakersfield 2007 — 2012
Bachelors in Science, Marketing
Maxim Healthcare Services December 2014 - Present
Maxim Healthcare Services June 2012 - December 2014
Wells Fargo August 2008 - June 2012
Skills
Applicant Tracking..., Onboarding, Recruiting, Talent Acquisition, Healthcare, Temporary Placement, Staffing Services, Internet Recruiting, Employee Relations, Home Care, Human Resources, Interviews, Nursing, New Hire Orientations, Job Fairs, Time Management, Leadership, Customer Service
Education
California State University-Bakersfield 2005 — 2011
Bachelor of Science (B.S.), Marketing
Weebly June 2013 - Present
Kabam October 2011 - March 2013
Reputation.com July 2010 - November 2011
Intuit December 2007 - June 2010
Homestead Technologies January 2003 - December 2007
Homestead Technologies January 2003 - July 2005
Exterra Credit Recovery 2000 - 2001
Driveway.com 1999 - 2000
Intuit 1998 - 1999
Wells Fargo 1987 - 1997
Skills
SaaS, Customer Support, Small Business, Team Building, Sales Management, Salesforce.com, Telemarketing, Marketing Strategy, Leadership, Enterprise Software, Lead Generation, Sales Process, Start-ups, Strategy, Social Networking, Strategic Partnerships, CRM, E-commerce, Call Centers, Management, Sales, Account Management, Customer Retention, Marketing, Training, Customer Acquisition, Executive Management, Product Development, Analytics, Product Management, Go-to-market Strategy, Business Development, Product Marketing, Online Advertising, Mobile Devices, Customer Service..., Customer Satisfaction, Customer Experience, Online Marketing, Email Marketing, Competitive Analysis, SEM, Direct Sales, Demand Generation, Entrepreneurship
Education
California State University-Chico 1986 — 1987
Teaching Credential, English Language and Literature, General
University of California, Davis 1980 — 1985
Bachelor of Arts (BA), English
Sunview Vineyards of California, Inc. July 2014 - Present
Golden 1 Credit Union September 2012 - July 2014
Tri Counties Bank November 2011 - September 2012
Wells Fargo March 2010 - November 2011
Skills
Credit, Leadership, Customer Service, Banking, Loans, Microsoft Excel, Retail Banking, Sales, Microsoft Word, Outlook, Customer Satisfaction, Microsoft Office, PowerPoint, Mortgage Lending, Training, Management, Data Entry, Credit Analysis, Call Centers, Time Management, Finance, Human Resources, Team Leadership, Team Building, Teamwork, Risk Management, Deposits, Cross Selling, Retail, Branch Banking, Telephone Skills, Employee Benefits, Credit Cards, Cash Management, Recruiting, Team Management
Education
California State University-Bakersfield 2008 — 2014
Bachelor of Science (B.S.), Business Administration and Human Resource Management
Wells Fargo December 2013 - Present
Wells Fargo April 2013 - November 2013
Nike, Inc. May 2012 - September 2013
Skills
Credit, Commercial Banking, Credit Analysis, Banking, Loans, Mortgage Lending, Lines Of Credit, Finance, Customer Service, Social Media Marketing, Social Networking, Research, PowerPoint, Public Speaking, Microsoft Office, Event Planning, Sales, Teamwork, Marketing, Public Relations, Microsoft Excel, Time Management, Social Media, Leadership, Marketing Strategy, Event Management, Spanish
Education
California State University, Los Angeles - College of Business and Economics 2009 — 2015
Bachelor's degree, Marketing/Marketing Management, General
Federal Employee Benefit Counselors August 2013 - Present
SourceHOV October 2012 - May 2013
Itel Laboratories, Inc. May 2009 - August 2011
Wells Fargo August 2004 - January 2009
Diversified Investment Advisors October 2002 - May 2004
mPower 1999 - 2002
Merrill Lynch 1997 - 1999
Barclays Global Investors 1993 - 1997
Wells Fargo Bank 1991 - 1993
First Investors Corporation September 1988 - October 1990
Skills
401k, Retirement, Mutual Funds, Investments, Retirement Plan..., Pensions, Financial Services, Sales, Management, Financial Advisory, Insurance, Employee Benefits, Start-ups, Training, Finance, Human Resources, Relationship Management
Education
CSU Chico 1983 — 1987
Bachelor of Science (BS), Finance and Economics
University of Copenhagen 1987 — 1988
Bachelor of Science (BS), International Finance
Five Star Bank - California January 2015 - Present
Wells Fargo January 2012 - December 2014
Wells Fargo November 2008 - December 2011
Wells Fargo March 2004 - November 2008
Wells Fargo August 2002 - March 2004
Skills
Project Management, Coaching, Microsoft Excel, Sales Management, Team Building, Microsoft Office, PowerPoint, Technical Recruiting, Event Planning, Research, Fundraising, Public Relations, New Business Development, Training, Leadership, Customer Service
Education
University of Phoenix-Sacramento Valley Campus 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
CSU Chico 1995 — 2000
Bachelor of Science (B.S.), Exercise Physiology
TEC Equipment April 2014 - Present
Guitar Center March 2012 - February 2014
Wells Fargo October 2010 - March 2012
CSU Channel Islands August 2009 - May 2010
CSU Channel Islands August 2008 - August 2009
Skills
PeopleSoft, Microsoft Excel, Microsoft SQL Server, Microsoft Office, Microsoft Dynamics, Oracle Applications, Apple OS, Adobe Creative Suite, Financial Analysis, Asset Management, Procurement, Access, Essbase, Forecasting, Financial Reporting, QuickBooks, General Ledger, Analysis, Business Analysis, Auditing, Finance, Invoicing, Budgets, P, Outlook, Time Management, Retail, Asset Allocation, Business Objects, Data Analysis, 10 Key, Tax, Cash Management, Vendor Management, Business Process..., Management, Customer Service, Accounting, Sales, Leadership, Team Building
Education
Portland State University 2014 — 2016
Accounting Certificate, Accounting
California State University-Channel Islands 2006 — 2010
Bachelor of Science (B.S.), Finance
Liberty High School 2002 — 2006
Blissfully Retired April 2002 - Present
World Savings January 1981 - April 2002
Del Monte Corporation January 1980 - January 1981
Wells Fargo September 1972 - January 1980
Skills
Vendor Management, Customer Service
Education
California State University-Chico 1967 — 1972
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Willows High School
Wells Fargo May 2010 - Present
Wells Fargo February 2006 - May 2010
Wells Fargo July 2004 - February 2006
24 Hour Fitness Northern California Division October 2002 - July 2004
User Services Technical Services February 2000 - September 2002
Skills
Analysis, Data Analysis, Project Management, Business Analysis, Business Intelligence, Analytics, Strategic Planning, Business Strategy, Microsoft Excel, Program Management, Competitive Analysis, Market Research, Marketing, Business Development, Change Management, Management Consulting, Process Improvement, Public Speaking, Tableau, SQL, Brand Management, Presentation Design, Talent Management, Talent Intelligence, Training, Financial Analysis, Banking, Business Planning, Risk Management, Strategy, Leadership, Management, Marketing Strategy, Mergers & Acquisitions, Sales, CRM, Budgets, Financial Services, Customer Service, Portfolio Management, Finance, Consulting, Financial Modeling, Investments, Microsoft Office, Problem Solving, Databases, Team Building, Start-ups, Social Media
Education
San Francisco State University, College of Business 2006 — 2008
Master of Business Administration (M.B.A.), Decision Sciences / Public Administration
California State University-Chico 1997 — 2002
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Security First Bank March 2015 - Present
Bank of the Sierra March 2010 - March 2015
Bank of the West April 2007 - April 2010
Wells Fargo January 2000 - April 2007
Skills
Lines Of Credit, Banking, Small Business Lending, Commercial Banking, Commercial Lending, Credit Analysis, Loans, Credit, Financial Analysis, Portfolio Management, Retail Banking, Underwriting, Consumer Lending, Loan Origination, Asset Based Lending, Credit Risk, Mortgage Lending, Commercial Mortgages, Finance
Education
California State University-Fresno 1994 — 1999
Bachelor of Science (B.S.), Accounting and Finance
Wells Fargo March 2013 - Present
Wells Fargo Bank July 2007 - March 2013
Skills
Cross-functional Team..., SAP R/3, SAP Configuration, Leading Projects, Project Implementation, Project Coordination, Data Analysis, Data Conversion, Requirements Gathering, Functional Analysis, Functional..., Test Planning, System Integration..., User Acceptance Testing, End User Training, Customer Service, SharePoint, Quality Center, Microsoft Office, Captivate, Photoshop, Release Management, SDLC, PMO
Education
California State University-Chico 2002 — 2007
Bachelor of Science, Business Administration Option in Human Resources
Robert Half Technology July 2013 - Present
Alameda Entertainment Associates January 2004 - July 2013
HSS November 2012 - June 2013
Kiva Designs Inc May 2010 - August 2012
Wells Fargo March 2003 - November 2008
Wells Fargo Bank March 2003 - September 2008
Wells Fargo Bank September 2001 - March 2003
United States Marine Corps March 1982 - March 1986
Skills
Logistics, Warehousing, Inventory Management, Operations Management, Process Improvement, CRM, Customer Service, Team Building, Project Management, Access, Change Management, Business Development, Leadership, Purchasing, Inventory Control, Management, Security, Account Management, Budgets, Sales, Human Resources, Software Documentation, Troubleshooting, Microsoft Office
Education
Butte Community College
A.S, Computer Science; Business
California State University-Chico
Computer Graphics
California State University-East Bay
Computer and Information Sciences, General
Diablo Valle Community College
MCSE Certificate, Windows Server 2003 Active Directory
Wells Fargo March 2013 - Present
Wells Fargo Insurance Services May 2012 - March 2013
Wells Fargo Bank NA April 2002 - May 2012
Comsys 1998 - 2004
Kaiser Permanente October 1994 - October 1997
Kaiser Permanente September 1984 - October 1994
Skills
Program Management, SDLC, Business Analysis, Vendor Management, Project Management, Databases, Leadership, Process Improvement, Enterprise Software, Management, Risk Management
Education
California State University-Chico
Ajilon February 2011 - May 2015
Ajilon February 2011 - February 2012
Sage Consulting Associates June 2009 - January 2011
Wells Fargo January 2005 - May 2009
Skills
Full-cycle Recruiting, Applicant Tracking..., Technical Recruiting, Talent Acquisition, New Business Development, Client Relationship..., Talent Management, Human Relations, Performance Management, FLSA, Employee Relations, Employment Law, Leave Management, Compliance Management, Training & Development, People Skills, CRM, Recruiting, Employee Training, Management, Marketing, Leadership, Training, SDLC, Internet Recruiting, Human Resources, Program Management, Onboarding, Change Management, Temporary Placement, Temporary Staffing, Customer Service, HRIS, Client Counseling, Passive Candidate..., Client Presentation, Passive Candidate..., Candidate Marketing, Candidate Retention, Client Development, Qualifying Candidates, Client Relations Skills, HR Consulting, Manage Client..., Empathy, Contract Recruitment, Executive Search, Screening Resumes, Benefits Negotiation, Sourcing
Education
California State University-Chico 1999 — 2003
Bachelor of Arts (BA), Organizational Communications, Business Human Resources
Natural Healing & Acupuncture April 2009 - Present
Community Food Bank June 2008 - October 2008
Wells Fargo September 2006 - February 2008
City of Fresno August 2005 - August 2006
Skills
Marketing, Microsoft Office, Event Management, Data Entry, Project Coordination, Office Management, Supervisory Skills, OS X, Interviews, Microsoft Excel, Time Management, Adobe Creative Suite, HRIS Database Management, Sales Support, Microsoft PowerPoint, Emotional Intelligence, Data Management, Mac OS X, Microsoft Certified..., High Emotional..., Sales Management, Microsoft Word, Microsoft Publisher, Program Management, Project Management, Microsoft Visual Basic, MS Project, Visio, HTML 5, CSS3, Visual Basic, PowerPoint, Training, Management, Event Planning, Customer Service
Education
Santa Monica College 2013 — 2014
Information Technology Project Management
California State University-Dominguez Hills 2012 — 2012
California State University, Fresno 2003 — 2006
Bachelor's of Science
Wells Fargo February 2009 - Present
Wells Fargo Home Mortgage January 2009 - Present
Wells Fargo Home Mortgage August 2001 - Present
John Laing Mortgage December 2004 - January 2009
John Laing Homes 2004 - 2009
John Laing Homes 2004 - 2009
JLM in 2006 August 2001 - December 2004
Ameriquest Mortgage February 2001 - August 2001
Skills
Mortgage Lending, FHA, Customer Service, Sellers, First Time Home Buyers, Real Estate, Investment Properties, Foreclosures, REO, Referrals, Sales, Short Sales, Investors, Residential Homes, Non-Conforming, Risk Management, Selling, Home Equity, Government Loans, VA loans, USDA, Credit, Loans, VA Loans
Education
California State University-Chico 1996 — 2000
BS, Business
Chico State University 1996 — 2000
B.S, Business Administration
Comerica Bank August 2013 - Present
Comerica Bank November 2008 - July 2013
Wells Fargo January 2006 - June 2008
Skills
New Business Development, Banking, Mortgage, Loans, Small Business Lending, Sales Management, Coaching, Team Building, Public Speaking, Leadership Development, Mortgage Lending, Home Equity Lines of..., Debt Consolidation, Business Development, Commercial Banking, Leadership, Management, Credit, Lines Of Credit, Risk Management, Finance, Retail Banking, Sales, Commercial Lending, Relationship Management, CRM, Customer Retention, Executive Management, Small Business, Consumer Lending, Credit Analysis, Portfolio Management, Financial Services, Loan Origination, Asset Based Lending, Mortgage Banking
Education
California State University-Chico 2002 — 2006
BS, Management Information Systems
Viewpoint Construction Software October 2011 - July 2015
ThomasNet March 2011 - October 2011
Fiberlink December 2010 - March 2011
Meridia January 2009 - December 2010
Vertmarkets October 2006 - January 2009
School Specialty May 1997 - July 2006
Wells Fargo February 1994 - April 1997
Skills
Leadership, Sales, Business Development, Selling, Sales Management, Strategy, Sales Process, Training, Sales Operations, E-commerce, Competitive Analysis, New Business Development, Social Media Marketing, Recruiting, Management, Online Advertising, Social Networking, Marketing, Cold Calling, Lead Generation, Salesforce.com, Coaching, Direct Sales, Account Management, CRM, Solution Selling, Marketing Strategy, B2B, Team Building, Strategic Partnerships, SaaS, Consulting, Online Marketing, Strategic Planning, Consultative Selling, Sales Presentations, Customer Service, Enterprise Software, Email Marketing, Product Marketing, Contract Negotiation
Education
California State University-Chico 1981 — 1986
Bachelor’s Degree, Clinical and Community Dietetics, 3.86 GPA
San Diego State University 1980 — 1981
General Education, Undergraduate General Education
Valhalla High School 1976 — 1980
College Prep, Diploma
Del Monte Electric June 2014 - Present
Cupertino Electric, Inc. July 2013 - June 2014
Bayside Solutions November 2012 - July 2013
Bayside Solutions February 2011 - November 2012
Wells Fargo June 2008 - November 2010
Prewett Family Water Park May 2003 - August 2007
Skills
Sales, Cold Calling, Account Management, Training, Interviews, Management, Business Development, Project Management, Building Relationships, Estimating, Accubid
Education
California State University-Chico 2005 — 2010
Bachelor, Construction Management
Endicia March 2015 - Present
Endicia October 2014 - March 2015
Endicia March 2014 - October 2014
Endicia October 2013 - February 2014
Endicia July 2013 - September 2013
Versant Ventures January 2013 - July 2013
Wells Fargo November 2011 - January 2013
Wells Fargo March 2011 - November 2011
Wells Fargo December 2009 - March 2011
Riva May 2004 - August 2010
Skills
Customer Service, Sales Support, Operations Management, Service Management, Office Operations, Microsoft Office Xp, Team Management, Leadership, Team Leadership, Microsoft Office, Retail Banking, Banking, Scheduling Management, Branch Banking, Sales, Outlook, Receptionist Duties, Administrative Functions, Salesforce.com, Supervisory Management, Management, Microsoft Excel, Sales Operations, Event Planning, Event Management, Strategic Planning, Inbound Lead Generation, Lead Generation, Human Resources, Public Speaking
Education
San Jose State University 2007 — 2009
BA, Psychology
California State University-Chico 2003 — 2006
Bachelor of Sciences, Psychology
Bank of America May 2011 - Present
Wells Fargo May 2010 - May 2011
Wells Fargo Financial May 2003 - May 2010
Bank of America 2000 - 2003
Skills
Banking, Credit, Loans, Portfolio Management, Finance, Financial Services, Small Business Lending, Credit Analysis, Commercial Lending, Mortgage Lending, Consumer Lending, Real Estate, Commercial Banking, Lines Of Credit, New Business Development, Cross Selling, Financial Analysis, Deposits, Credit Cards, Private Banking, Sales, Loan Origination, Mortgage Banking, Retail Banking, Investments
Education
California State University, Fresno 2001 — 2003
BS, Finance
Principal Financial Group September 2014 - Present
Principal Financial Group September 2012 - September 2014
Wells Fargo May 2011 - October 2012
The Weitz Company January 2008 - October 2008
Shasta County DA, Victim October 2005 - December 2007
Skills
Legal Compliance, Regulatory Analysis, Marketing/Advertising..., Legal Research, Grant Writing, Legal Writing, Contract Negotiation, Civil Litigation, Corporate Law, Westlaw, Training, Litigation, Public Speaking, Risk Management, Management, Negotiation
Education
Iowa State University 2010 — 2011
Bachelor of Science (BS), Political Science
CSU Chico 2002 — 2004
English Literature/Theatre Arts, Drama/Theatre Arts and Stagecraft
Wells Fargo August 2014 - Present
Wells Fargo August 2012 - December 2014
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Photoshop
Education
California State University-Bakersfield 2009 — 2012
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
REALLIO February 2014 - Present
Home Junction, Inc. July 2011 - February 2014
Smartzip Analytics December 2010 - July 2011
Concentric Software / Concentric Mobile November 2007 - January 2011
Sterling Pacific Real Estate January 2002 - January 2008
Wells Fargo May 1995 - July 2004
Skills
Product Management, Business Development, Product Marketing, Marketing Strategy, Selling, Real Estate Broker, Private Funding, Investment Valuation, Early Stage Ventures, Legislative Relations, Mobile Applications, SaaS, C Level Negotiations, C Level Selling, Private Equity Funding, Real Estate Investment..., Strategy Formulation, Marketing, Online Marketing, Online Advertising, Email Marketing, Social Media Marketing, Real Estate, Mobile Devices, Sales, Start-ups
Education
California State University-Sacramento 1990 — 1994
B.A.
California State University, Monterey Bay 2013 — 2016
Master of Business Administration (M.B.A.) - Pending 2016
Saratoga High School
Anheuser-Busch June 2013 - Present
Sprockets October 2012 - June 2013
Princess Cruises September 2012 - June 2013
CSU Channel Islands February 2011 - August 2012
Wells Fargo November 2009 - July 2010
Skills
Acting, Microsoft Office, Theatre, Public Speaking, Microsoft Word, PowerPoint, Event Planning, Microsoft Excel, Sales, Management, Customer Service, Leadership, Social Media
Education
California State University-Channel Islands 2010 — 2012
Bachelor of Arts (B.A.), Theatre/Theater
Oriental November 2014 - Present
Mars June 2013 - October 2014
Mars June 2010 - June 2013
Mars October 2007 - June 2010
Wells Fargo August 2004 - July 2006
Wells Fargo March 2002 - August 2004
Skills
Maps, Human Resources, Leadership, Recruiting, Employee Relations, Training, Leadership Development, Onboarding, Coaching, Management, Performance Management, Organizational..., Talent Management, Employee Training, Strategic Planning, Team Building, Customer Service, Employee Engagement, Change Management, Succession Planning, Deferred Compensation, Organizational..., Conflict Resolution, College Recruiting, New Hire Orientations, Event Planning, Employee Benefits, Benefits Administration, Process Improvement, Talent Acquisition, Management Consulting
Education
California State University-Los Angeles 1999 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
California State University, Los Angeles - College of Business and Economics
Bachelor of Science (B.S.), Business Administration and Management, General
BlessingWhite November 2013 - Present
--- March 2012 - Present
Wells Fargo 2008 - 2012
Wells Fargo 2007 - 2008
Skills
Editing, Creative Writing, Blogging, Teaching, Curriculum Development, E-Learning, Literary Event..., Copy Editing, Virtual Facilitation, Instructional Design, Social Media, Proofreading, Publishing, Coaching, Strengths Development, Public Speaking, Professional..., Management, Newsletters, Marketing, Books, Technical Writing
Education
Queens University of Charlotte 2005 — 2008
Master of Fine Arts (MFA), Creative Writing
Princeton Theological Seminary 2000 — 2003
Master of Divinity (M.Div.), Arts & Theology, Pastoral Care
California State University-Chico 1994 — 1998
Bachelor of Arts (B.A.), Philosophy and Religious Studies
Ford Motor Company March 2015 - Present
Ford Motor Company January 2014 - February 2015
Ford Motor Company January 2011 - January 2014
Ford Motor Company August 2010 - January 2011
Ford Motor Company February 2010 - August 2010
Ford Motor Company February 2009 - February 2010
Ford Motor Company April 2008 - February 2009
Ford Motor Company March 2007 - April 2008
Ford Motor Company March 2003 - March 2007
Wells Fargo August 2000 - September 2002
Skills
Automotive, Customer Satisfaction, Sales Management, Forecasting, Process Improvement, Sales Operations, Competitive Analysis, Cross-functional Team..., Sales, Product Development, Marketing Strategy, Marketing, Pricing, Inventory Management, Strategic Planning, New Business Development, Profit, Account Management, Management, Business Development, Customer Retention, CRM
Education
California State University-Chico 1999 — 2002
Bachelor of Science, Business Administration
Genpact Mortgage Services August 2011 - June 2015
Wells Fargo February 2011 - May 2011
Radian Guaranty / Lending Tree November 2010 - January 2011
CDA Law Center March 2009 - March 2010
Merrill Lynch August 2003 - May 2008
Centex Home Equity January 2002 - August 2003
Skills
Mortgage Banking, Mortgage Lending, Loans, Refinance, Loan Origination, Mortgage Underwriting, Underwriting, Residential Mortgages
Education
California State University-Bakersfield 1989 — 1994
B.S.
Sutter Health July 2012 - Present
Rabobank February 2012 - July 2012
Wells Fargo July 2010 - January 2012
ELM Resources July 2008 - June 2010
ELM Resources October 2005 - June 2008
FISERV, FSC February 2003 - October 2005
MCGI June 1998 - August 2000
Education
California State University-Chico 1999 — 2002
Bachelor of Science, Computer Science
Sonoma State University 1996 — 1999
Computer Science
Natural Healing & Acupuncture April 2009 - Present
Community Food Bank June 2008 - October 2008
Volunteer Center of Fresno April 2008 - May 2008
Wells Fargo October 2006 - February 2008
City of Fresno September 2005 - August 2006
California State University, Fresno February 2005 - May 2005
Biopro, Inc May 2002 - August 2003
Education
California State University, Fresno 2003 — 2006
Bachelor of Science, Business Administration / Marketing
San Diego Mesa College
Associates of Science, Business Administration
SNL Financial February 2014 - Present
SNL Financial January 2013 - November 2013
SNL Financial November 2012 - August 2013
Wells Fargo June 2011 - November 2012
Skills
Banking, Credit, Loans, Commercial Banking, Risk Management, Retail Banking, Customer Service, Credit Analysis, Process Improvement, Business Analysis, Consumer Lending, Management, Microsoft Excel, Leadership, Data Analysis, Analysis, Financial Analysis, Salesforce.com
Education
Radford University 2010 — 2011
Master's degree, Criminal Justice
California State University-Chico 2009 — 2010
Master's degree, Physical and Biological Anthropology
Radford University 2005 — 2009
Bachelor of Science (B.S.), Anthropology, 3.9
Radford University 2005 — 2009
Bachelor of Science (B.S.), Criminal Justice, 3.7
Harbor Freight Tools September 2013 - Present
Western Federal Credit Union January 2011 - September 2013
Western Federal Credit Union August 2010 - January 2011
Western Federal Credit Union April 2010 - August 2010
Wells Fargo December 2009 - April 2010
Baby Knows, Inc March 2006 - December 2009
The Gregory Group September 2006 - January 2009
Bank of America January 2004 - March 2006
Skills
Credit, Loans, Mortgage Lending, Banking, Consumer Lending, Commercial Banking, Finance, Branch Banking, Financial Services, Retail Banking, Sales, Analysis, Real Estate, Microsoft Excel, Portfolio Management, Risk Management, Financial Analysis, Credit Risk, Financial Modeling, Leadership, Business Development, Process Improvement, Call Centers, Mergers & Acquisitions, Corporate Finance, Business Planning, Management, Accounting, Business Analysis, Team Building, Business Strategy, Budgets, Coaching, Sales Management, Vendor Management, Strategic Planning, Training, Negotiation, Change Management, Operations Management, CRM, Market Research, Customer Service, Recruiting, Competitive Analysis, Project Management, Cross-functional Team..., Leadership Development, Project Planning, Program Management
Education
California State University-Channel Islands 2011 — 2014
Master of Science (M.Sc.), Mathematics
Center for Financial Training (cftnow.org)
Commercial Lending School
Californialicense.com 2003 — 2004
Real Estate Broker Curriculum, Real Estate
University of California, Berkeley 1998 — 2002
Bachelor of Science (B.Sc.), Chemistry
James Logan High School
First Republic Bank November 2010 - Present
Wells Fargo April 2010 - October 2010
Wells Fargo February 2008 - April 2010
Wells Fargo August 2006 - February 2008
CSU, Chico Learning Center August 2005 - August 2006
Education
California State University-Chico 2004 — 2006
Bachelor of Business Administration (BBA), Finance, General, Cummulative GPA of 3.78
559Loyal April 2015 - Present
State Center Community College District, Reedley College August 2014 - Present
Redline Construction Group, INC. January 2004 - April 2015
San Joaquin Valley College March 2007 - May 2010
Pacific Storage January 2001 - March 2007
Wells Fargo 1999 - 2001
Skills
Budgets, Real Estate, Strategic Planning, Real Estate Economics, Financial Analysis, Real Estate Development, Financial Reporting, Business Planning, Corporate Finance, Program Management, Project Management, Customer Service, Entrepreneurship, Team Building, Finance, Nonprofits, Market Analysis, Microsoft Office, Contract Negotiation, Management, Data Analysis, Leadership, Negotiation, Training, Analysis, Business Strategy, Market Research, Marketing, Microsoft Excel, Start-ups, Policy, Process Improvement
Education
California State University-Fresno 2011 — 2012
Master of Business Administration (M.B.A.), Finance, General
Wells Fargo September 2015 - Present
Wells Fargo October 2013 - Present
Skills
Singing, Culinary Skills, Restaurants, Time Management, Teaching, Event Planning, Cooking, Ballroom Dance, Cashiering, Food
Education
American River College 2010 — 2012
Sign Language Studies, Sign Language Interpretation and Translation
California State University-Fresno 2002 — 2006
BA, Mass Communications and Journalism, Public Relations
Le Cordon Bleu, Sacramento
Diploma, Baking and Pastry
LifeLock October 2014 - Present
Dean Health Plan, Inc. June 2014 - October 2014
Wells Fargo October 2012 - May 2014
Sherwin Williams August 2012 - October 2012
TriHealth March 2012 - July 2012
Wells Fargo August 2010 - March 2012
S&P January 2009 - July 2010
Skills
Business Objects, Business Intelligence, Crystal Xcelsius 2008, Data Warehousing, Oracle, PL/SQL, T-SQL, Informatica, ETL, Klipfolio, Tableau, Data Modeling, SDLC, SQL, Requirements Analysis, Databases, Microsoft SQL Server, Business Analysis, SAP BW, Unix, SAP BI, Agile Methodologies
Education
JNTU 2002 — 2006
Bachelor's degree, Computer Science, A
California State University, Fresno
Keller Williams Realty, Inc. August 2015 - Present
York Risk Services Group July 2015 - Present
Liberty Mutual Insurance January 2014 - July 2015
Wells Fargo August 2010 - December 2013
Skills
Finance, Customer Service, Management, Banking, Financial Analysis, Sales, Customer Experience, Microsoft Excel, Leadership, Payments, Microsoft Office, Microsoft Word, Insurance, Retail Banking, Outlook, Onboarding, Financial Services, Claim, Customer Retention, Business Analysis, Commercial Banking, Coaching, Liability, Credit, Process Improvement, Cash Management
Education
California State University-Channel Islands 2014 — 2016
Bachelor's Degree, Business Administration
Health Advocate November 2014 - Present
Health Advocate September 2013 - November 2014
WellCall June 2013 - September 2013
Wells Fargo November 2012 - May 2013
Center for Nutrition and Activity Promotion January 2011 - May 2011
CNAP January 2011 - May 2011
Associated Students August 2010 - May 2011
Millennium Sports Club June 2010 - January 2011
Skills
Unprecedented teamwork, ServSafe Certified, HACCP Certified, Nutrition, Fitness, HACCP, Wellness, Cooking, Nutrition Education, Health Education, Community Health, Nutritional Counseling, Health Promotion, Nutrition Program..., Public Speaking, Multi Tasking, Leadership, Organizational..., Dietetics, Sports, Clinical Nutrition, Wellness Coaching, Microsoft Office
Education
California State University-Chico 2008 — 2012
Bachelor of Science (B.S.), Nutrition and Food Science with an Option in Communications
Vacaville High School 2005 — 2008
Wells Fargo June 2014 - Present
Wells Fargo June 2013 - June 2014
Wells Fargo January 2005 - June 2013
Wells Fargo March 2004 - January 2005
Skills
Commercial Banking, Relationship Man\, Sales, Small Business Lending, Credit, Microsoft Office
Education
California State University-Bakersfield
Bachelor of Science (BS), Business Administration
Sonora Corporation June 2015 - Present
Wells Fargo July 2013 - July 2015
Geek Squad November 2009 - October 2013
Regal Entertainment Group April 2007 - February 2010
Skills
Customer Service, Microsoft Office, Sales, Microsoft Excel, Microsoft Word, Teamwork, Outlook, Business Analysis, Time Management, Troubleshooting
Education
California State University, Los Angeles - College of Business and Economics 2008 — 2016
Bachelor of Business Administration (BBA) and Bachelor of Arts (BA), Accounting - Business/Management and Psychology
California State University-Los Angeles 2008 — 2016
Bachelor of Arts (B.A.), Psychology
Wells Fargo June 2015 - Present
Wells Fargo August 2014 - June 2015
Wells Fargo October 2013 - August 2014
Wells Fargo October 2012 - October 2013
Skills
Microsoft Office, Internet Banking, Business Development, Business Strategy, New Business Development, Personal Development, Money Management, Banking, Loans, Mortgage Lending, Credit, Financial Services, Retail Banking, Relationship Management, Finance, Portfolio Management
Education
California State University, Fresno 2012 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Fresno City College 2009 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wells Fargo October 2002 - Present
L90 2000 - 2001
eHobbies 1999 - 2000
Next Planet Over 1998 - 1999
PrimeSight 1997 - 1999
Skills
Strategy, Unix, Analytics, Vendor Management, Product Development, Business Intelligence, Analysis, Project Management, Data Mining, Segmentation, Business Analysis, Databases
Education
California State University-Chico 1994 — 1997
B.S., Anthropology
Wells Fargo Capital Finance March 2015 - Present
Avidbank May 2014 - March 2015
California State University, Fresno January 2009 - December 2013
Wells Fargo January 2013 - May 2013
Skills
Microsoft Excel, Sports, Athletics, Football, Critical Thinking, Economics, Research, Time Management, Teamwork, PowerPoint, Microsoft Word, Intercollegiate..., Weight Training, Microsoft Office, Business, Access, Coaching, Fitness, Strength, Sports Coaching
Education
California State University, Fresno 2009 — 2013
Bachelor of Applied Science (BASc), Finance, General
California State University-Fresno 2009 — 2013
Wells Fargo June 2015 - Present
Palo Alto Hills Golf & Country Club June 2013 - August 2014
Stanford University June 2011 - August 2012
Stanford University January 2011 - May 2012
Skills
Adapting to New..., Oral & Written..., Organization &..., Social Skills, Creative Solutions, Customer Service
Education
California State University-Chico 2012 — 2016
Bachelor's Degree, Project Management and Admin Management
Carlmont High School 2008 — 2012
Keller Williams June 2015 - Present
RE/MAX April 2012 - June 2015
Wells Fargo January 2011 - April 2012
Skills
Foreclosures, Short Sales, Buyer Representation, First Time Home Buyers, Sellers, Buyers, Relocation, Real Estate Transactions, First Time Sellers, Real Estate, REO, Real Estate Investment..., Listings, Single Family Homes, Sales, Investors, Customer Service, Investment Properties
Education
California State University-Chico 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance
U.S. Bank March 2012 - Present
Wells Fargo March 2002 - April 2012
Skills
Loans, Credit, Small Business Lending, Banking, Commercial Lending, Commercial Banking, Mortgage Lending, Consumer Lending, Credit Analysis, Retail Banking, Loan Origination, Portfolio Management, Lines Of Credit, Mortgage Banking, Credit Risk, Cross Selling, Financial Analysis, Relationship Management, Wealth Management, Refinance
Education
California State University-Chico
Business, Management, Marketing, and Related Support Services
Wells Fargo September 2014 - Present
Wells Fargo January 2015 - June 2015
Wells Fargo January 2014 - September 2014
Wells Fargo July 2012 - January 2014
Oracle June 2011 - July 2012
Target January 2010 - May 2010
Skills
Finance, Valuation, Banking, Management, Financial Analysis, Leadership, Sales, Financial Modeling, Investments, Accounting, Credit Analysis, Commercial Banking, Corporate Finance
Education
California State University-Fresno 2006 — 2010
BS, Finance, Major: 3.91 Cummulative: 3.44
Wells Fargo March 2010 - Present
U.S. Trust, Bank of America Private Wealth Management January 2007 - February 2010
Bank of America July 2002 - December 2006
Skills
Banking, Wealth Management, Mortgage Lending, Loans, Credit
Education
California State University-Chico 1999 — 2002
Bachelor of Science (BS), Marketing
Santa Rosa Junior College 1997 — 1999
Associate's degree
TelePacific Communications August 2015 - Present
Viberite Productions January 2005 - Present
Van Beurden Insurance Services, Inc. May 2014 - March 2015
Norchem Corp June 2013 - February 2014
Chase September 2011 - May 2013
Wells Fargo June 2005 - August 2011
United States Marine Corps June 1999 - August 2003
Skills
Sales Management, Sales, Customer Service, Commercial Banking, Portfolio Management, Management, Business Development, Commercial Lending, Social Media Marketing, Analysis, Consumer Lending, Event Management, Entrepreneurship, Training, Team Leadership, Lead Generation, Cold Calling, Customer Retention, Sales Operations, Microsoft Office, Graphic Design, Marketing, Marketing Management, Marketing Research, Marketing Event Planning, Special Events..., Business, Grant Writing, Workers Compensation, Commercial Insurance, Risk Management
Education
California State University-Fresno 2005 — 2008
Bachelor of Science (B.S.), Business Administration Marketing Option
Los Angeles Pierce College 2004 — 2005
Associate of Arts (A.A.), Accounting and Business/Management
Wells Fargo June 2002 - January 2008
Wells Fargo March 1998 - June 2002
Wells Fargo September 1993 - February 1998
Wells Fargo April 1989 - August 1993
Wells Fargo May 1985 - March 1989
Computer Usage Company January 1981 - April 1985
Keybrook Business Systems January 1980 - December 1980
Qantel Corporation January 1979 - December 1979
Education
California State University-Chico
Bachelor of Science, Computer Science, Systems Emphasis
Wells Fargo September 2014 - Present
Airbnb July 2014 - Present
Appco Group North America December 2012 - August 2014
First Investors Corporation May 2011 - June 2012
Aaron Brothers May 2010 - June 2011
Skills
Training, Insurance, Customer Service, Microsoft Excel, Finance, Leadership, Public Speaking, Financial Services, Investments, Small Business, Microsoft Word, Outlook, Microsoft Office, Asset Allocation, Management, Time Management, PowerPoint, Employee Benefits, Event Planning, Working in a team, Working with people, Diversity & Inclusion
Education
California State University, Los Angeles - College of Business and Economics 2006 — 2011
Bachelor’s Degree, Business Administration - Finance
Apple iOS - Swift
Learning programming language
Travelers December 2012 - Present
Travelers March 2012 - November 2012
Blackhawk Network July 2010 - March 2012
Enterprise Rent-a-car March 2005 - June 2009
Wells Fargo 2002 - 2004
Education
California State University-Chico
BS, Business Administration
Wells Fargo Bank January 2014 - Present
Wells Fargo September 2012 - January 2014
Wells Fargo December 2010 - December 2012
Wells Fargo June 2009 - December 2010
CA Communities/US Communities August 2006 - January 2007
Skills
Customer Retention, Customer Satisfaction, Microsoft Office, PowerPoint, Client Rapport, Customer Service, Highly detail oriented, Team Building, Learning Quickly, Management, Integration, Microsoft Excel, Excel, Artistic Abilities, Presentations, Creativity, Sales, Microsoft Word, Retail Banking, Credit, Finance, Leadership, Public Speaking, Financial Analysis
Education
CSU Chico 2006 — 2008
BS, Business Administration with an option in Marketing
De La Salle High School 1998 — 2001
High School Dipolma
General Motors September 2015 - Present
MetLife June 2014 - February 2015
Wells Fargo November 2013 - May 2014
N.E.W. Customer Service Companies, Inc September 2011 - December 2012
Express Scripts October 2010 - June 2011
UBS Wealth Management December 2009 - September 2010
Skills
Speech Recognition, Genesys, Avaya, IVR, VXML, SDLC, ASR, VUI Design, TTS, GRXML, CCXML, CTI, Nuance, Contact Centers, Call Centers, Tomcat, Avaya Technologies, Unix
Education
California State University, Fresno 2006 — 2008
Master of Science (MS), Computer Science
Jawaharlal Nehru Technological University 2001 — 2005
Computer Science, Bachelors of Computer Science
Wells Fargo October 2006 - Present
U.S. Bank 1993 - 2006
Skills
Treasury Management, Banking, Cross Selling, Cash Management, Treasury, Management, Analysis, Treasury Services, Financial Services, Payments, Commercial Banking, Relationship Management
Education
California State University-Bakersfield 1986 — 1992
BS, Finance
UCSF Medical Center July 2015 - Present
Macys.com November 2013 - July 2015
Viscira November 2012 - October 2013
Wells Fargo September 2012 - November 2012
Kaiser Permanente IT May 2011 - June 2012
Wells Fargo Bank July 2010 - March 2011
Symantec September 2009 - June 2010
Juniper Networks July 2008 - May 2009
roundpeg, Inc. September 2007 - January 2008
Interactive Solutions, Inc January 2005 - August 2007
Skills
E-commerce, CRM, Program Management, Product Management, Agile Methodologies, User Experience, Project Management, Management, Web Project Management, Strategy, Mobile Devices, Integration, Enterprise Software, Agile Project Management, Product Development, Analytics, Visio, Mobile Applications, Business Workflows, Web Design, User Interface Design, Leadership, Process Optimization, IT Solutions, Web 2.0, Technology Integration, Interactive Experience, Project Planning, Content Management, Scrum, Process Improvement, Web Analytics, Application Lifecycle..., SDLC, Web Content Management, Business Intelligence, Web Applications, Business Process, Software Project..., Strategic Planning, Software Development, Web Development, Online Marketing, Digital Marketing, Resource Management, Digital Strategy, CA Clarity, Cross-functional Team..., Product Marketing, Healthcare Information...
Education
The George Washington University - School of Business 2001 — 2003
MCPM
California State University-Chico 1992 — 1994
BA
Tamalpais High School 1986 — 1989
Wells Fargo September 2007 - Present
Wells Fargo 2007 - 2007
Education
Queens University of Charlotte 2005 — 2008
Princeton Theological Seminary 2000 — 2003
M.Dive, Theology
California State University-Chico 1994 — 1998
BA, Religious Studies
Next Generation Real Estate Services December 2009 - Present
Wells Fargo August 1996 - March 2001
Skills
REO, Short Sales, Foreclosures, First Time Home Buyers, Sellers, Investment Properties, Single Family Homes, Real Estate, Relocation, Listings, Investors, Buyer Representation, Residential Homes
Education
CSU Chico 1996 — 2000
Foothill 1992 — 1996
WellsFargo 2002 - Present
Wells Fargo Bank 2002 - Present
wells fargo 1998 - Present
Wells Fargo 1999 - 2013
Education
California State University, Monterey Bay 2012 — 2014
Master of Business Administration (M.B.A.)
University of Madras 1976 — 1980
PMI
Project management, Information Technology Project Management
Wells Fargo 2008 - Present
Associates Mortgage Center October 2007 - Present
Accredited HOme Lenders 2004 - 2007
Home Funds Direct October 1999 - 2007
Accredited Home Lenders 1999 - 2007
Education
California State University, Fresno 1982 — 1987
Wells Fargo / Wholesale Information Services (WISe) November 2012 - Present
Dolby Laboratories June 2008 - August 2012
Charles Schwab January 1995 - September 2007
Wells Fargo January 1994 - December 1994
Atkisson & Associates 1988 - 1993
Skills
Data Warehousing, Data Analysis, SQL, PL/SQL, ETL, T-SQL, Data Profiling, Integration, Conformance, SDLC, Requirements Analysis, Business Analysis, Microsoft Excel, VBA, Software Project..., Banking, Financial Services, AFS, Business Intelligence, Web Applications, Mainframe, User Acceptance Testing, SSRS, SSIS, Pivot Tables, Java, JavaScript, VB.NET, Python, COBOL, Programming, Salesforce.com, SAP BI, ACH, Royalties, Financial Analysis, Asset Management, Visio, Trading Systems, Electronic Trading
Education
California State University-Bakersfield 1983 — 1988
Bachelor's degree, Management Information Systems
Aureus Currency Fund September 2011 - Present
Wells Fargo June 2004 - March 2010
Aureus 2010 - 2010
Skills
Investments, FX Options, Risk Management, Banking, Portfolio Management, Financial Analysis, Financial Services, Fixed Income, Financial Modeling, Asset Management, Wealth Management
Education
California State University-Chico 1977 — 1983
Robert W. Baird & Co. June 2014 - Present
McAdams Wright Ragen 2014 - June 2015
Merrill Lynch March 2012 - May 2013
Wells Fargo Advisors January 2007 - March 2012
Wells Fargo April 2004 - December 2006
Wells Fargo Investments December 2000 - March 2004
Wells Fargo Investments January 1997 - December 2000
Skills
Securities, Investments, Portfolio Management, Fixed Income, Equities, Asset Allocation, Series 7, Trading, Microsoft Excel, Bonds, Financial Markets, Financial Planning, Analysis, Wealth Management, Financial Analysis, Series 63, Finance, Retirement Planning, Risk Management, Options, Alternative Investments, Investment Management, Financial Services, Financial Reporting, Structured Products, Relationship Management, Series 65, ETFs, Wealth Management..., Financial Modeling, High Net Worth..., Bloomberg, Financial Accounting, Financial Advisory, Asset Management, Cash Management, Valuation, Mutual Funds, Banking, FINRA, Investment Advisory, Uniform Combined State..., Trading Systems, Investment Strategies, 401k, Retirement, Private Banking, Separately Managed..., Insurance, Fixed Annuities
Education
California State University-Bakersfield 1988 — 1993
B.S., Business Administration (Finance)
Aon Hewitt March 2014 - Present
TD Ameritrade July 2012 - July 2013
Morgan Stanley Smith Barney November 2010 - June 2012
Southwest Securities February 2008 - November 2010
Wells Fargo September 2004 - June 2008
Skills
Wealth Management, Series 7, Retirement Planning, Equities, Portfolio Management, Mutual Funds, Strategic Financial..., Investments, Risk Management, Bonds, Fixed Income, Asset Managment, Fixed Annuities, Financial Modeling, Financial Services, Insurance, Disability Insurance, Wealth Management..., Investment Advisory, Asset Allocation, Series 65, Uniform Combined State..., Strategic Planning, Alternative Investments
Education
California State University-Sacramento 2014 — 2015
Master’s Degree, Accounting
California State University-Sacramento 2004 — 2007
Bachelor of Science, Real Estate and Land Use Affairs
California State University-Chico 1998 — 2002
Business Administration, Management and Operations
ET Capital, Inc. a subsidiary of ET Solar Group May 2015 - Present
Ocelli LLC 2005 - Present
Bellmay Capital Partners Inc. February 2012 - April 2015
Gestamp Solar October 2009 - February 2012
RedBridge Group 2006 - 2007
Wells Fargo 1998 - 2004
Stephens Incorporated 1996 - 1998
Montgomery Securities 1993 - 1995
Great Western Bank 1991 - 1993
A.G. Edwards 1988 - 1990
Skills
Solar Energy, Mergers & Acquisitions
Education
California State University-Chico 1986 — 1990
Wells Fargo January 2004 - March 2013
Skills
Training Delivery, Leadership Development, Account Management, Small Business Lending, Banking, Loans, Consumer Lending, Loan Origination, Mortgage Lending, Risk Management, Relationship Management, Training, Sales Management, Coaching, Credit, Retail Banking, Management
Education
California State University-Fresno 1991 — 1996
bachelor of Arts and Humanities, Theater Arts
EMPOWER Retirement September 2014 - Present
J.P. Morgan Asset Management 2009 - September 2014
Wells Fargo 2000 - 2009
Skills
Asset Managment, Equities, Mutual Funds, Investments, Investment Strategies, Series 7, Asset Allocation, Series 63, Retirement Planning, Retirement, Investment Management, Wealth Management, Alternative Investments, Portfolio Management, 401k, Pensions, Employee Benefits, Banking, Defined Benefit, Retirement Plan..., Asset Management
Education
California State University-Chico
Bachelor of Applied Science (B.A.Sc.), Business Administration and Industrial Relations
Nelson Capital Management February 2004 - Present
Wells Fargo 1999 - 2006
Skills
Leadership, Wealth Management, Portfolio Management, Asset Allocation, Investments, Alternative Investments, Asset Management, Series 7, Equities, Mutual Funds, Investment Advisory, Investment Strategies, Investment Management, Fixed Income, Hedge Funds, Retirement Planning
Education
Santa Clara University - Leavey School of Business 1981 — 1982
Master of Business Administration (MBA)
California State University-Chico 1979 — 1981
Bachelor of Science (BS), Finance
Wells Fargo June 2013 - Present
Wells Fargo June 2011 - June 2013
Wells Fargo Bank January 2010 - June 2011
Skills
Banking, Credit, Loans, Mortgage Lending, Investments, Wealth Management, Financial Analysis, Financial Services, Retail Banking, Relationship Management, Sales, Sales Management, Strategy, Management, Leadership, Finance, Consumer Lending
Education
California State University-Chico 1998 — 2003
Bachelor of Science, Business-Finance
California State University, Monterey Bay August 2014 - Present
Erlin Family Growth Partners July 2005 - Present
Tamalpais Union High School District September 1998 - Present
IMSI January 1994 - January 1998
Wells Fargo September 1989 - December 1992
Skills
Teaching, Public Speaking, Community Outreach, Team Building, Microsoft Office, Educational Program..., Coaching, Customer Service, School Psychology, Social Media, Alternative Education, Online Tutoring, Curriculum Innovation, Leadership, Cooperative Learning, Project Management, Course Creation, Higher Education, Curriculum Design
Education
Stanford University 1985 — 1989
AB, Social Psychology, Honors Distinction in Organizational Behavior
California State University, Monterey Bay 2014 — 2015
Master's Degree, MS in Instructional Science and Technology, Currently enrolled
California State University-Monterey Bay 2014 — 2015
Master's Degree, MIST-Masters of Instructional Science and Technology
Dominican University of California 1998 — 1999
Bachelor of Education (B.Ed.), Single Subject Teaching- Mathematics
Wells Fargo March 2015 - Present
Wells Fargo February 2010 - February 2015
Wells Fargo February 2008 - January 2010
Wells Fargo April 2004 - January 2008
Wells Fargo March 2003 - March 2004
Wells Fargo April 2000 - February 2003
Wells Fargo June 1999 - March 2000
Wells Fargo September 1995 - May 1999
Skills
Financial Analysis, Financial Modeling, Financial Planning, Analysis, Banking, Budgets, Credit, Finance, Financial Services, Leadership, Management, Loans, Retail Banking, Risk Management, Strategy
Education
Consumer Bankers Association (CBA) Graduate School of Retail Banking Managment 2011 — 2013
California State University, Fresno 1990 — 1995
Bachelor's Degree, Business Administration; Finance Concentration
The Honest Kitchen October 2014 - Present
PANOS Brands March 2014 - October 2014
GoodBelly by NextFoods February 2010 - February 2014
Alexander Morford & Woo, Inc. 2008 - 2010
Sylvan Learning 2006 - 2007
DiGrazia Unlimited Photography 2001 - 2006
Wells Fargo 2000 - 2003
Circle K 1997 - 2000
Skills
Sales, Trade Shows, Marketing, Negotiation, Market Planning, Consumer Products, Account Management, Management, Accountability, Merchandising, Leadership, Highly personable, Goal Oriented, Sales Management, Direct Sales, Grocery, Sales Operations, Product Development, Contract Management, Salesforce Training, Brand Management, CRM, IRI, Retail, Inventory Management, Superior Work Ethic, Business to Business..., Personal Drive, Account Servicing, Marketability, Sales & Marketing..., New Business Development, Distributors, Forecasting, Pricing, Food, Marketing Strategy, Presentations, P&L Responsibilities, Dedicated Professional, Team Leadership, Data Analysis, Relationship Management, P&L Accountability, Entrepreneurship, Team-oriented, Sales Presentations, Customer Support, Key Account Management, P
Education
California State University-Chico
Bachelor of Science (B.S.), Business Administration and Organizational Management
Wells Fargo May 2013 - Present
High Desert Medical & Sleep December 2011 - May 2013
China Lake Museum Foundation January 2011 - December 2011
Continental Airlines June 1999 - February 2002
Skills
Risk Management, Financial Analysis, Fundraising, Nonprofits, Strategic Planning
Education
California State University-Bakersfield 2013 — 2015
Master of Science (MS), Business Administration and Management, General, 4.0
Texas A&M University - Mays Business School 2006 — 2010
Bachelor of Business Administration (BBA), Finance, 3.4
Wells Fargo October 2011 - Present
California State University, Chico August 2011 - Present
JPMorgan Chase April 2009 - June 2011
Education
CSU Chico 2011 — 2013
Mathematics
CoBank July 2015 - Present
Silicon Valley Bank September 2014 - July 2015
Wells Fargo November 2012 - March 2014
California State University, Chico September 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Program Management, Event Planning, Access, Sales, Community Outreach, Time Management
Education
California State University-Chico 2008 — 2012
Bachelor of Arts (B.A.), Economics, Economics, Alumni
Texas A&M University August 2012 - Present
Wells Fargo April 2005 - August 2012
Healthcare Insights, LLC October 2004 - March 2005
Novell August 1998 - October 2004
Skills
Certified Information..., Information Security, Lecturing, System Administration, Project Management, Security, Higher Education, CISSP, Databases, Disaster Recovery, Network Security
Education
Utah State University 2006 — 2012
Doctor of Philosophy (PhD), Management Information Systems
Utah State University 1999 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General
California State University-Bakersfield 1991 — 1996
Bachelor of Arts (B.A.), Psychology
Wells Fargo September 2011 - June 2013
Education
California State University-Channel Islands 2013 — 2015
Santa Barbara City College 2011 — 2013
Fine/Studio Arts, General
Monterey Peninsula College 2009 — 2011
Associate's degree, Business Administration
wells fargo June 2010 - Present
The Home Depot March 2006 - December 2012
El Super January 2009 - June 2010
Skills
Coaching Staff, Retail Banking, Energetic team player, Customer Service, Product Marketing, Banking, Marketing, Team Leadership, Sales Management, Store Operations, Microsoft Office, Public Speaking, Financial Analysis, Industry Research, Marketing Strategy, Operations Management, Credit
Education
California State University, Los Angeles - College of Business and Economics 2011 — 2014
Bachelor of Business, Marketing/Marketing Management, General
East Los Angeles College 2009 — 2011
Wells Fargo September 2013 - Present
Skills
Loans, Credit, Mortgage Lending, Banking, Consumer Lending, Credit Analysis, Loan Origination, Small Business Lending, Commercial Lending, Commercial Banking, Retail Banking, Mortgage Banking, Portfolio Management, Refinance, Wealth Management
Education
California State University, Los Angeles - College of Business and Economics 2012 — 2014
Business, Management, Marketing, and Related Support Services
Wells Fargo April 2013 - Present
Wells Fargo June 2008 - April 2013
Bank of America June 2005 - June 2008
Bank of America June 2003 - 2005
Skills
Commercial Banking, Credit, Portfolio Management, Banking, Credit Analysis, Loans, Credit Risk, Risk Management, Mortgage Lending, Financial Analysis, Finance, Investments, Commercial Lending, Financial Risk, Financial Services, Relationship Management, Retail Banking, Loan Origination, Underwriting, Management
Education
California State University, Fresno 1998 — 2003
Bachelor's Degree, Finance, General
T-Mobile May 2015 - Present
Verizon Wireless July 2013 - May 2015
Wells Fargo September 2012 - July 2013
Education
California State University-Bakersfield
Wells Fargo August 2013 - March 2015
GNC February 2012 - June 2013
United States Marine Corps September 2006 - June 2010
Skills
Direct Sales, Customer Service, Computer Proficiency, Performance Motivation
Education
California State University-Bakersfield 2010 — 2015
Bachelor’s Degree, Finance, 3.0