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
Pediatrix Medical Group October 2011 - Present
Marina Medical Billing Service Inc June 2008 - October 2011
Wells Fargo February 2007 - June 2008
Skills
Microsoft Excel, PowerPoint, Healthcare, Administrative Work, Training, Team Leadership, Organizational..., Microsoft Office, Microsoft Word, OnBase, AS400 system, MDB, Credentialing, Provider Enrollment, Fax, Scanners, Medical Terminology
Education
California State University-Long Beach
Bachelor of Science (BS), Healthcare Administration
Cannella Response Television June 2005 - Present
Cannella Response Television March 2005 - July 2005
Wells Fargo 2002 - 2004
Skills
Customer Relations, Advertising, Negotiation, International Marketing, French, Direct Marketing, Budgeting, Market Analysis, New Business Development, Broadcast Television, Media Planning, Media Buying, Media Analysis, New Media, Media Strategy, Radio, Digital Marketing
Education
Hamburg University of Applied Sciences 2004 — 2004
California State University-Long Beach - College of Business Administration 1999 — 2004
BS, International Business, French
Universite de Droit, d'Economie et Des Sciences d'Aix 2001 — 2002
en
UCLA Extension Corporate Education & Custom Programs
UCLA Extension Corporate Education & Custom Programs
Optimal Performance and Recovery July 2012 - Present
Molina Healthcare July 2013 - August 2014
Wells Fargo June 2011 - July 2012
Karl Storz Endoscopy May 2008 - January 2010
Skills
Product Development, Strategy, Competitive Analysis, Product Launch, Account Management, Product Marketing, Sales, Marketing, Marketing Strategy, Product Management, Sales Management, Market Research, Sales Operations, Project Management
Education
California State University-Long Beach 2012 — 2014
Master's Degree, Health/Health Care Administration/Management, 3.3
Chapman University, The George L. Argyros School of Business and Economics 2009 — 2011
Masters of Business Adminstration (MBA), Business Administration and Management, General
California State University-Long Beach
Bachelor of Arts (B.A.), Finance, General
US Department of Homeland Security November 2013 - Present
Thomson Reuters October 2012 - October 2013
Wells Fargo February 2009 - September 2012
Oracle March 2007 - January 2009
Skills
New Business Development, Management, Business Planning, Sales, SDLC, Business Strategy, Strategic Planning, Negotiation, Project Management, Analysis, Financial Analysis, Online Marketing, Team Leadership, Risk Management, Microsoft Excel, Data Analysis, Microsoft Office, SQL, QTP, LoadRunner, CNSS, Investment Management, Testing, Analytics, Quality Assurance, Quality Center, ALM, C#, Visual Basic, HTML, VBScript, SoapUI, Microsoft SQL Server, MySQL, Oracle, Unix Operating Systems, Linux Server, SSRS, Oracle SQL Developer, Test Director, SQL DB2, .NET, Budgets, Finance, Training, Test Automation, Test Cases, Manual Testing, System Testing, Test Strategy
Education
California State University-Long Beach 2011 — 2013
Bachelor of Science (B.Sc.), Finance, Financial Engineering
El Camino College 2008 — 2011
Transfer, Finance and Economics
Bank of the West July 2013 - Present
Bank of the West October 2012 - July 2013
Wells Fargo August 2009 - August 2012
Wells Fargo August 2008 - August 2009
Wells Fargo August 2006 - August 2008
Skills
Banking, Small Business Lending, Lines Of Credit, Loan Origination, Commercial Lending, Cross Selling, Loans, Mortgage Lending, Consumer Lending, Commercial Banking, Financial Services, Customer Satisfaction, Leadership, Training, Coaching, Sales, Deposits, Finance, Supervisory Skills, CRM, Credit, Cash Management, Management, Retail Banking, Operations, Transactional Banking, Credit Analysis, Business Accounts, Consumer Accounts, Refinance, Relationship Management, Cold Calling
Education
California State University-Long Beach 2006 — 2008
Liberal Studies
Cerritos College 2001 — 2005
AA, ITEP
Wells Fargo October 2013 - Present
The Belmont Athletic Club July 2011 - October 2013
Skills
Event Planning, Public Speaking, Sales, Customer Service, Management, Marketing Strategy
Education
California State University-Long Beach 2006 — 2011
Bachelor of Business Administration (BBA), Marketing, 3.1 GPA
County of San Bernardino July 2015 - Present
County of San Bernardino June 2014 - July 2015
Wells Fargo July 2011 - June 2014
Gap Inc./Old Navy September 2008 - February 2011
Skills
Internal Audit, Auditing, Accounting, Government Accounting, Financial Accounting, Tax Accounting, Cost Accounting, Customer Service, Sales, Client Relations, Management, Supervisory Skills, Time Management, Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Deposits, Credit, Loans, Financial Analysis, Finance, Training, Teamwork, PowerPoint
Education
California State University-San Bernardino 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Senior
California State University-Long Beach 2003 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo November 2011 - Present
ExxonMobil August 2009 - November 2011
El Camino College May 2007 - August 2008
Skills
Quality Assurance, Quality Center, Software Quality..., Test Planning, User Acceptance Testing, System Testing, Test Automation, SDLC, Testing, Test Management, Manual Testing, Regression Testing, QTP, Test Cases, Defect Tracking, Requirements Analysis, Business Analysis, SQL
Education
California State University-Long Beach 2008 — 2010
BS, International Business
Azerbaijan State Economic University 2006 — 2010
BS, International Relations and Affairs
Lincoln University (CA)
Master's Degree, Human Resources Management and Services, 4.0
California Bank and Trust November 2006 - Present
Wells Fargo January 2003 - November 2006
UBS Fiancial Services January 2002 - January 2003
Skills
Commercial Banking, Credit, Finance, Loans, Portfolio Management, Banking, Wealth Management, Credit Risk, Cash Management, Commercial Lending, Credit Analysis, Treasury Management, Financial Services, Lines Of Credit, Asset Based Lending, Financial Analysis, Strategic Financial..., Loan Origination, Commercial Mortgages, Small Business Lending, Financial Structuring, Mergers & Acquisitions, Mortgage Banking, Mortgage Lending, Retail Banking, Underwriting, Investments, Financial Planning
Education
California State University-Long Beach - College of Business Administration 1998 — 2003
BS, Business Finance
Canyon High School 1995 — 1998
Unicon Financial Services August 2011 - Present
Wells Fargo December 2009 - July 2010
Apple Store October 2007 - December 2008
Skills
Financial Analysis, Budgets, Microsoft Office, Financial Modeling, Microsoft Excel, Analysis, PowerPoint, Forecasting, Microsoft Word, Access, Customer Service, Banking, Asset Management, Loans, Commercial Real Estate, Commercial Banking, Employee Training, Real Estate, Credit Analysis, Credit Risk, Negotiation, Finance, Accounting, Financial Statement..., Compliance
Education
California State University-Long Beach - College of Business Administration 2010 — 2011
Master of Business Administration (M.B.A.), Business Administration
University of California, Irvine 2004 — 2009
Bachelor of Arts, Business Economics and Political Science
EEC Administration, Inc. November 2014 - Present
Capstone Partners / Mass Mutual April 2014 - Present
Whitney Bryant Custom Jewelry November 2012 - Present
Calnetix January 2010 - November 2011
VYCON January 2011 - October 2011
Bryant Marketing July 2008 - December 2009
Wells Fargo May 2005 - May 2007
Arrive Staffing Resources November 2004 - April 2005
Skills
Copywriting, Competitive Analysis, Research, Proposal Writing, Presentation Development, Project Management, Client Relations, Trade Show Management, Renewable Energy, Clean Technology, Green Technology, Trade Shows, Social Media Marketing, Energy Efficiency, Geothermal, Biomass, Solar Thermal, Business Strategy, Sales, Management, Strategic Planning, Leadership, Start-ups, Marketing Strategy, Analysis, Finance, Marketing, Business Development
Education
California State University-Long Beach
Bachelor of Arts (B.A.), Philosophy
Chadwick School
University of San Diego
Union Bank October 2014 - Present
Bank of America February 2014 - October 2014
Wells Fargo Home Mortgage August 2013 - February 2014
Wells Fargo January 2011 - August 2013
Wells Fargo Financial 2007 - 2010
Wells Fargo Financial 2003 - 2007
Wells Fargo Financial 2002 - 2003
Skills
Mortgage Lending, Consumer Lending, Sales, Loans, Team Building, Credit, Banking, Leadership, Loan Origination, Relationship Management, Talent Acquisition, Cross Selling, Credit Analysis, Small Business Lending
Education
California State University-Long Beach - College of Business Administration 2007 — 2009
MBA
Occidental College 1998 — 2002
Economics for Business & Management
Wells Fargo April 2013 - Present
Wells Fargo January 2012 - Present
Wells Fargo 2010 - Present
Skills
Loans, Banking, Process Improvement, Financial Reporting, Sales Management, Management, Customer Service, Leadership, Coaching, Retail Banking, Leadership Development
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
MBA, Finance
California State University-Long Beach - College of Business Administration 2003 — 2007
Finance/International Business, Finance and Financial Management Services
Bloodworks Northwest 2014 - Present
Greater Tacoma Community Foundation January 2009 - November 2013
Schwab Charitable July 2007 - July 2008
BMO Harris Private Banking 2004 - 2007
Wells Fargo 2001 - 2003
US Bank 1991 - 2001
Skills
Mutual Funds, Wealth Management, Program Development, Investments, Asset Allocation, Business Development, Financial Services, Marketing Communications, Investment Management, Grant Writing, Fundraising, Event Planning, Leadership, Market Planning, Community Outreach, Philanthropy, Management, Strategic Financial..., Retirement Planning, Volunteer Management, Training
Education
California State University-Long Beach - College of Business Administration
MBA, Marketing/Finance
University of Southern California
HSBC Commercial Banking March 2015 - Present
National Ski Patrol October 2000 - Present
City National Bank August 2014 - March 2015
BBVA Compass June 2012 - August 2014
Rancho Cucamonga Community and Arts Foundation 2009 - August 2014
Bank of America June 2011 - June 2012
U.S. Bank February 2009 - June 2011
Wells Fargo May 2005 - 2008
Skills
Banking, Loans, Portfolio Management, Commercial Banking, Financial Analysis, Small Business Lending, Credit Analysis, Credit, Lines Of Credit, Credit Risk, Corporate Finance, Public Finance, Public Speaking, Real Estate, Cash Management, Management, Leadership, Nonprofits, Commercial Mortgages, Mortgage Lending
Education
California State University-Los Angeles 2003 — 2005
Bachelor of Science, Business Administration, Finance; Economics
Yavneh
Segue Corporation September 2015 - Present
Ingram Micro September 2012 - September 2015
Vanguard June 2011 - August 2011
Price4computers.com March 2005 - July 2010
Wells Fargo June 2003 - March 2005
Skills
Quantitative Analytics, Financial Analysis, Finance, Business Strategy, Project Management, Operations Management, Business Analysis, Financial Modeling, Competitive Analysis, Data Analysis, Strategy, Forecasting, Pricing, Cross-functional Team..., Analysis, Strategic Planning, Analytics, Process Improvement, Business Process...
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
Master of Business Administration (M.B.A.)
California State University-Long Beach - College of Business Administration 2001 — 2004
Bachelor of Science (B.S.), International business
City National Bank March 2013 - Present
First Citizens Bank March 2012 - March 2013
Architectural Plastics INC. July 2011 - March 2012
US Bank 2010 - 2011
Wells Fargo 2001 - 2010
Skills
Loans, Treasury Management, Commercial Banking, Credit Analysis, Banking, Commercial Lending, Commercial Mortgages, Loan Origination, Mortgage Lending, Small Business Lending, Consumer Lending, Lines Of Credit, SBA, Relationship Management, Finance, Cash Flow Lending, Commercial Real Estate, SBA 504
Education
California State University-Long Beach
Acer America Corp. December 2013 - Present
Penguin Computing September 2011 - December 2013
I-Tech Company August 2010 - August 2011
Wells Fargo August 2009 - August 2010
Friendship Transport Inc October 2008 - March 2009
Sweda Company May 2006 - May 2007
Skills
Purchasing, CRM, Salesforce.com, Product Marketing, Account Management, Microsoft Excel, Microsoft Office, Sales, Project Management, Team Leadership, Forecasting, Pricing, Customer Service, Negotiation, Strategic Planning, Product Management, Product Lifecycle..., Pricing Strategy, Pricing Analysis, Vendor Management, Operations Management, Storage, Strategy, Leadership, Sales Process, Sales Operations, Sales Management, New Business Development, Market Research, Selling, Strategic Partnerships, Management, Solution Selling, Cloud Computing, Direct Sales, Channel Partners, Go-to-market Strategy, Marketing, Cross-functional Team..., Business Development, Competitive Analysis, SaaS, Enterprise Software
Education
California State University-Los Angeles 2006 — 2009
Business Administration, Finance
Wells Fargo March 2011 - Present
Education
California State University-Long Beach 2004 — 2006
Bachelor's Degree, Criminology
Wells Fargo Advisors 2007 - 2012
Wells Fargo 2002 - 2005
Education
California State University-Los Angeles 2004 — 2007
Bachelor of Business Administration, Finance
ADP September 2013 - Present
Wells Fargo June 2011 - November 2012
Skills
Employee Benefits, Cold Calling, 401k, Payroll, ADP Payroll, Salesforce.com, Human Resources, Sales Process, Relationship Management, Sales, Benefits Administration, Banking, Finance, Account Management, Leadership, Direct Sales, Sales Presentations, Financial Services, Customer Service, Credit, HRIS, Talent Management, Workers Compensation, Cross Selling, Public Speaking, Management
Education
California State University-Long Beach
Bachelor's degree, Finance, General
SelfScore February 2015 - Present
GogoCoin November 2013 - Present
Sony Network Entertainment Int'l (SNEI) December 2011 - October 2013
Singly June 2011 - October 2011
Wells Fargo July 2009 - September 2011
Burning Man Earth 2009 - 2010
Stop The Spin 2008 - 2009
Cars.com April 2006 - July 2008
Disney, Television Animation IT November 2005 - February 2006
The Walt Disney Company 2005 - 2006
Skills
JavaScript, HTML 5, CSS, Python, PHP, User Experience, AJAX, jQuery, Web Applications, Agile Methodologies, Node.js, XML, SEO, JSON, Information Architecture, Web Services, Product Development, Currency, Mobile Applications, Web Design, User Interface, Web Development, HTML5
Education
California State University-Los Angeles 2002 — 2006
Computer Science
Los Angeles County High School of the Arts 1998 — 2000
Visual Arts
500 Startups
Wells Fargo June 2011 - Present
Molujo Entertainment Public Relations and Event Planning September 2009 - Present
Skills
Windows, Microsoft Excel, Mac, PowerPoint, Adobe Creative Suite, Outlook, Public Relations, Press Releases, Marketing Communications, Strategic Communications, Red Carpet, Media Relations, Media Planning
Education
California State University-Los Angeles 1994 — 2001
Bachelor's degree, Speech Communication and Rhetoric
Wells Fargo July 2003 - Present
Wells Fargo Bank October 1996 - Present
Wells Fargo October 1990 - July 2003
Wells Fargo October 1986 - October 1990
Skills
Commercial Banking, Portfolio Management, Banking, Loans, Credit, Financial Analysis, Management, Financial Modeling, Risk Management, Budgets, Finance, Forecasting, Capital Markets, Mergers & Acquisitions, Business Development, Due Diligence, Accounting, Strategic Planning, Strategy, Business Strategy, Strategic Financial..., Leadership, Executive Management, Commercial Lending, Corporate Finance, Financial Services, Private Equity, Valuation, Small Business Lending, Investments, Financial Risk, Investment Banking, Cash Management, Credit Analysis, Treasury Management, Restructuring, Asset Management, Managerial Finance, Financial Structuring, Equities, Relationship Management, Financial Reporting, Asset Based Lending, Insurance, Credit Risk, Start-ups, Business Planning, Venture Capital, Corporate Development, Investor Relations
Education
California State University-Long Beach 1970 — 1974
BS, Economics
Wells Fargo January 2013 - Present
Wells Fargo June 2012 - December 2013
Wells Fargo Bank June 2011 - June 2012
The Home Depot January 2010 - July 2011
Brookstone November 2009 - January 2010
Red Dragon Signs and Graphics June 2007 - October 2009
Aquatic Massage June 2004 - June 2007
Casa Leaders Furniture Store June 2003 - June 2004
Skills
Microsoft Excel, Microsoft Word, Internet Explorer, Customer Service, PowerPoint, Microsoft Office, Retail, Outlook, Time Management, Inventory Management, Budgets, Event Planning, Verbal and..., Multi Tasking, Sales, Financial Services, Bilingual, Always Punctual, Project Planning, Public Speaking
Education
California State University-Long Beach - College of Business Administration 2004 — 2009
Bachelor, International Business and Finance
Capital One January 2013 - Present
Bank of America March 2011 - January 2013
Bank of America November 2009 - February 2011
Bank of America July 2007 - November 2009
University of Georgia August 2005 - May 2007
Liberty Mutual June 2006 - August 2006
Wells Fargo Bank September 2003 - July 2005
Wells Fargo October 1999 - September 2003
Wells Fargo 1998 - 1999
Skills
Program Management, Software Project..., Project Management, Corporate Real Estate, CMBS, Financial Reporting, Financial Analysis, Green Belt, PMP, Merger Support, Cross-functional Team..., Integration, Budgets, Risk Management, Leadership, Management, Banking, Portfolio Management, Six Sigma, Vendor Management, Project Portfolio..., Mergers & Acquisitions, Software Documentation, Business Process..., Change Management, Outsourcing, Process Improvement
Education
University of Georgia - Terry College of Business 2005 — 2007
MBA, Operations, Risk Management, IT
University of California, Berkeley 2002 — 2005
Certificate of, Project Management
California State University-Los Angeles 1997 — 1998
BA, Economics
OneWest Bank a division of CIT Bank N.A. December 2011 - Present
California Bank & Trust March 2008 - December 2011
US Bank February 2007 - March 2008
US Bank April 2004 - February 2007
Wells Fargo December 1998 - April 2004
Skills
Credit, New Business Development, Business Strategy, Small Business Lending, Commercial Banking, C&I Lending, Cash Flow Lending, Owner Occupied, Investment Property..., Jumbo Mortgage, Cash Management, Finance, Lines Of Credit, Private Banking, Loans, Risk Management, Credit Analysis, Portfolio Management, Commercial Lending
Education
California State University-Long Beach - College of Business Administration 1999 — 2003
Bachelor of Business Administration (BBA), Finance
California Dream Group July 2012 - Present
American Advisors Group 2007 - 2010
Wells Fargo 1999 - 2007
Skills
Refinance, Mortgage Banking, Mortgage Lending, FHA, Residential Mortgages, Loan Origination, Real Estate Financing, Real Estate, FHA financing, Loans, Investments, Banking, Investment Properties, VA loans, REO, First Time Home Buyers, Reverse Mortgages, Credit Analysis, Commercial Mortgages, Credit, Mortgage Underwriting
Education
California State University-Long Beach 1997 — 2002
Bachelor of Science (B.S.), Finance
MullinTBG 2013 - Present
Gaspar Insurance Services, Inc. 2011 - 2014
Axianta Financial Partners 2011 - 2013
Wells Fargo 2009 - 2010
D'Ybanag Construction Company June 2008 - July 2009
It's A Grind Coffee House October 2006 - May 2008
Skills
Insurance, Life Insurance, Term Life Insurance, Property & Casualty..., Commercial Insurance, Disability Insurance, Project Coordination, Marketing, Business Networking, Finance, Personal Financial..., Risk Management, Strategic Financial..., Retirement, Employee Benefits, Team Building, Investments, Sales, Workers Compensation, Retirement Planning, Financial Analysis, Customer Service
Education
California State University-Long Beach - College of Business Administration 2005 — 2009
B.S. Business Finance, Investments and Securities
JPMorgan Chase January 2014 - Present
Wells Fargo August 2007 - December 2013
California National Bank 2006 - 2007
Wells Fargo Bank August 1990 - July 2006
Price Club 1985 - 1990
Skills
Portfolio Management, Commercial Banking, Start-ups, Banking, Investments, Financial Analysis, Financial Modeling, Commercial Lending, Mergers, Loans, Private Equity, Due Diligence, Credit, Capital Markets, Valuation, Credit Analysis
Education
California State University-Long Beach - College of Business Administration 1993 — 1995
MBA, Finance
University of California, Irvine 1985 — 1988
BA, Economics
University of California, San Diego 1983 — 1985
Computer Science
Mater Dei
SmartZip January 2015 - Present
Unum January 2014 - January 2015
TriNet November 2011 - January 2014
Wells Fargo February 2010 - November 2011
Wells Fargo - Customer Service and Sales Operations April 2008 - April 2010
Wachovia January 2007 - February 2008
World Savings January 2004 - January 2007
CSAA January 2003 - January 2004
Major League Baseball June 1992 - October 1999
Skills
Call Center, Insurance, Banking, Client Retention, Customer Service, Customer Satisfaction, Customer Experience, Customer Relations, Coaching, Team Building, Sales Management, Customer Retention, Social Networking, Call Centers, Credit, Leadership, Vendor Management, Human Resources, Management, Strategic Planning, Recruiting, Strategy, Process Improvement, Sales, Selling, Training, CRM, Change Management, Solution Selling, Analysis, Business Development, Time Management, Account Management, Mergers & Acquisitions
Education
UCLA Anderson School of Management 2009 — 2009
Certificate, Management - Wells Fargo & Co. Leaders Program
California State University-Long Beach - College of Business Administration 1990 — 1995
Bachelor of Science, Finance
Southern University and Agricultural and Mechanical College at Baton Rouge 1989 — 1990
Undergraduate Studies
Salesian High School 1985 — 1988
Wells Fargo 2008 - Present
Skills
Relationship Management, Marketing Strategy, Budgets, Community Outreach, Integration, Spanish, Sales, Strategic Partnerships, Vendor Management, Social Media, Segmentation, Leadership, Banking, Strategic Planning, Management, Financial Services, Coaching, Strategy, Program Management
Education
California State University-Long Beach 2001 — 2007
Bachelor of Science, Marketing & International Business
EverBank May 2014 - Present
Wells Fargo Home Mortgage October 2011 - May 2014
Bank of America October 2009 - October 2011
Wells Fargo July 2009 - October 2009
Wells Fargo November 2008 - June 2009
Wells Fargo Home Mortgage July 2006 - November 2008
Bank of America September 2003 - July 2006
Bank of America October 2002 - September 2003
ANDA Networks October 2000 - July 2002
Skills
Loans, Refinance, Credit Risk, Consumer Lending, Finance, Financial Services, VA loans, FHA, Portfolio Management, Commercial Banking, Mortgage Banking, Banking, Retail Banking, Mortgage Lending, Loan Origination, Financial Analysis, Investment Properties, Credit, Small Business Lending, First Time Home Buyers, Credit Analysis, Underwriting, Commercial Lending, Mortgage Underwriting, Residential Mortgages
Education
California State University-Long Beach 1992 — 1995
BA
State of California December 2011 - Present
Wells Fargo December 2006 - November 2011
Lucas, Horsfall, Murphy & Pindroh, LLP February 2011 - April 2011
Old Navy November 2004 - December 2006
Education
California State University-Long Beach - College of Business Administration 2006 — 2009
Bachelor of Science, Accounting
Don Bosco Technical Institute 2001 — 2006
Associates Degree, Power and Transportation
Caruso Affiliated July 2015 - Present
University of La Verne June 2014 - Present
The John Stewart Company November 2011 - July 2015
Novogradac & Company LLP January 2011 - March 2011
Wells Fargo August 2008 - December 2010
Stewart Title September 2007 - June 2008
Skills
Accounting, Accounts Receivable, Accounts Payable, Auditing, Real Estate Accounting, Fixed Asset Depreciation, Accruals, Excel, Rent Roll, Outlook, Credit Analysis, Quickbooks, LIHTC, CPA, MBA, General Ledger, Yardi, MRI Software, Boston Post, New Markets Tax Credits, ProSystem fx, Banking, Payroll, 1099 Preparation, Microsoft Excel, QuickBooks, Real Estate, Fixed Assets, Tax, Financial Statements, ProSystem fx Tax, Budgets, Analysis, Account Reconciliation, Journal Entries, Cash Flow, Financial Reporting, Consolidation
Education
University of La Verne 2009 — 2010
MBA, Accounting
California State University-Los Angeles 2003 — 2005
Bachelor of Science, business administration, management
Pasadena City College 1999 — 2002
Associate's degree, General Education
Wells Fargo 2007 - Present
Wells Fargo 2004 - 2007
Good Guys 2000 - 2004
Prudential Financial 2000 - 2000
Education
California State University-Long Beach
Bachelors of Arts, Business Economics
Care1st Health Plan April 2014 - Present
OptumRx November 2013 - March 2014
Walgreens July 2013 - August 2013
UCLA Health System February 2013 - March 2013
Binder One, Inc. January 2011 - January 2013
Wells Fargo March 2010 - September 2010
DB Schenker February 2006 - December 2009
Skills
Marketing Research, Competitive Analysis, Market Analysis, Marketing Communications, RFP preparation, Knowledge Base, German, Transportation, Global Logistics, Customer Relations, International Business, Logistics, Supply Chain Management, Excel, Word, PowerPoint, Microsoft Office, Market Research, Marketing Strategy, Supply Chain, Research, Product Development, Data Analysis, Pricing, Access, Problem Solving, Change Management, Microsoft Excel, Microsoft Word, Customer Service, Contract Management, Healthcare Information..., Training, Negotiation, Sales Operations, Sales, Marketing, Epic Systems, Analysis, Management, Operations Management, Contract Negotiation, Account Management, Business Analysis, Purchasing, Budgets, Process Improvement, Proposal Writing, Inventory Management, Leadership
Education
Career Step 2013 — 2013
Certificate of Graduation with High Honors, Pharmacy Technician
California State University-Long Beach - College of Business Administration 1999 — 2001
Master of Business Administration (M.B.A.), Marketing
University of Phoenix 1996 — 1998
Bachelor’s Degree, Business Administration
Wells Fargo August 2008 - Present
Wells Fargo March 2005 - August 2008
American Express Financial Advisors February 2005 - March 2005
Merrill Lynch January 2005 - February 2005
Skills
Internal Audit, Banking, Investments, Training, Securities, Customer Service, Corporate Governance, Investment Operations, Financial Services, Wealth Management, Finance
Education
Keller Graduate School of Management of DeVry University 2007 — 2011
Master of Business Administration (M.B.A.), Accounting and Finance
California State University-Long Beach 2002 — 2004
Bachelor's Degree, Finance
ABA National Graduate Trust School Levels 1, 2, & 3.
Wells Fargo March 2013 - Present
Education
California State University-Long Beach 2013 — 2015
Bachelor of Science (BS), Marketing
San Diego City College 2010 — 2013
Associate of Arts (AA), Business Marketing
Wells Fargo November 2010 - Present
Bank of America July 2008 - August 2008
habana cabana cuban restaurant April 2007 - September 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
California State University-Long Beach 2009 — 2014
Bachelor's degree, Business, Management, Marketing, and Related Support Services
PayPal July 2014 - Present
Wells Fargo November 2013 - June 2014
Intel Corporation June 2013 - September 2013
National University Community Research Institute January 2013 - May 2013
HCL Technologies April 2011 - December 2011
HCL Technologies May 2010 - March 2011
iNautix Technologies July 2007 - April 2010
Skills
Java, JavaScript, Java Enterprise Edition, PHP, MySQL, Oracle, HTML, CSS, XML, Swing, Android SDK, Blaze Advisor, UML Tools, webMethods, UCM, Document Capture, Sun Certified Java..., PhoneGap, html5, Testing, SOA, Web Services, Agile Methodologies, Linux, Eclipse, Databases
Education
National University 2012 — 2013
Master of Science (M.S.), Computer Science, 3.75
California State University-Long Beach 2012 — 2012
Master of Science (M.S.), Computer Science
Thiagarajar College of Engineering 2002 — 2007
Bachelor of Technology, Information Technology
Wells Fargo April 2015 - Present
Wells Fargo October 2013 - Present
City of Los Angeles 2010 - 2012
Skills
Active Directory, Windows 7, Help Desk Support, Networking, Android, Security, Windows Server, Microsoft Office, Linux, Network Security, Technical Support, Information Security, Access Control..., Systems Analysis, System Administration
Education
California State University-Los Angeles 2009 — 2013
Computer Information Systems, Information Systems
Wells Fargo 2014 - Present
Wells Fargo 2008 - Present
Wells Fargo 2004 - 2008
Skills
Series 7, Series 66, Banking, Commercial Banking
Education
California State University-Long Beach 1998 — 2002
Bachelor of Science, Biology and Chemistry
Wells Fargo June 2012 - Present
Wells Fargo Bank November 2008 - June 2012
MTV Networks October 2007 - November 2008
Nickelodeon Animation Studio May 2007 - August 2007
Disneyland Resort February 2004 - May 2007
Skills
Salesforce.com, Human Resources, Sales, Social Media, Microsoft Excel, Fundraising, Marketing, Recruiting, Social Networking, Time Management
Education
California State University-Long Beach - College of Business Administration 2003 — 2007
Actualize Consulting January 2013 - July 2014
Fannie Mae September 2012 - December 2012
Freddie Mac November 2010 - August 2012
Fannie Mae April 2009 - November 2010
Lender Processing Services, Inc. (LPS) December 2008 - March 2009
AIG United Guaranty July 2008 - November 2008
BCBSNC March 2008 - July 2008
Lehman Brothers January 2005 - February 2008
Freddie Mac August 2003 - January 2005
Wells Fargo February 2002 - April 2003
Skills
Software Development, Change Management, Vendor Management, Software Documentation, Business Analysis, CRM, Process Improvement, Business Process, Business Intelligence, Management, Leadership, Project Management, Integration, SDLC, Requirements Gathering, Cross-functional Team..., Team Leadership, Analysis, Program Management, Training, Requirements Analysis, Business Process..., Agile Methodologies, Quality Assurance, Marketing, Business Requirements, Project Portfolio..., Consulting, Access, Human Resources, Risk Management, Strategy, Testing, Financial Analysis, Security, Networking, Software Project..., ERP, Management Consulting, Data Warehousing, Interviews, Resource Management, Budgets, Rules Engines, IT Management, MS Project, Business Process..., Governance, SharePoint, PMP
Education
University of Hawaii at Manoa
BA
Farrington High School
Diploma
California State University-Los Angeles
Wells Fargo November 2009 - Present
Wells Fargo Bank April 2007 - May 2010
Wells Fargo September 2001 - April 2007
Wells Fargo Bank March 2000 - September 2001
Wells Fargo Bank June 1995 - March 2000
Wells Fargo Bank April 1991 - June 1995
Skills
Treasury Management, Credit, Commercial Lending, Financial Analysis, Banking, Commercial Banking
Education
California State University-Long Beach - College of Business Administration 1987 — 1991
Bachelor of Science, Business Marketing
Wells Fargo March 2014 - Present
Skills
Finance, Sales, Customer Service, Microsoft Excel, Microsoft Word, Account Management, Team Leadership, Marketing, New Business Development, Cold Calling, Coaching, Banking, Credit, Budgets, Customer Satisfaction, Financial Analysis, Management, Microsoft Office, Relationship Management
Education
California State University-Long Beach - College of Business Administration 2007 — 2010
B.S., Finance Management
Northrop Grumman Corporation October 2012 - Present
Western University of Health Sciences July 2012 - October 2012
Revolution Prep July 2011 - September 2012
Wells Fargo February 2012 - July 2012
H&R Block September 2011 - March 2012
Career Strategies January 2011 - April 2011
Blair Commercial Real Estate, Inc. January 2010 - April 2010
Grand Prix Study February 2009 - September 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Customer Service, Outlook, Public Speaking, Strategic Planning, Team Building, Financial Analysis, Social Media, Event Planning, Data Entry, Teaching, Management, Sales, Fundraising, Process Improvement, Social Networking, Access, EVMS, SAP, Analytics, Credit, Marketing Strategy, Marketing, Team Leadership, Business Strategy, Training, Budgets, Time Management
Education
California State University-Long Beach - College of Business Administration 2004 — 2009
Bachelor of Science, Business Administration; Finance; Investment emphasis
Wells Fargo June 2010 - June 2012
Southern Wine September 2009 - June 2010
ADX, Inc March 2007 - September 2007
Abercrombie & Fitch 2004 - 2006
Skills
Microsoft Office, Budgets, Retail, Social Media Marketing, Analysis, Financial Analysis, Microsoft Word, Financial Modeling, Finance, Small Business Lending, Asset Allocation, Credit
Education
California State University-Long Beach - College of Business Administration 2007 — 2009
Bachelor of Science, Finance
Bornholms Gymnasium 2001 — 2004
High School Diploma, Mathematics and Computer Science, 8,4
Wells Fargo April 2008 - Present
Wells Fargo March 2002 - 2007
Wells Fargo August 2000 - July 2001
Skills
Interviews, Investigation, Private Investigations, Risk Management, Auditing, Human Resources, Background Checks, Fraud Detection, Leadership, Management, Certified Fraud Examiner, Policy, Corporate Fraud..., Spanish-English, SAR, Customer Service, Banking, Surveillance, Integration, Anti Money Laundering, CTR
Education
New England College of Business 2014 — 2015
Master of Science in Human Resource Management (MHRM or MS), Human Resources Management and Services
California State University-Los Angeles 2002 — 2005
Bachelor of Science (B.S.), Human Resources Management
Rio Hondo College 1999 — 2002
Associate of Arts (AA), Business Administraton
Dip's Grill October 2011 - Present
Wells Fargo January 2011 - April 2011
City of Alhambra - City Hall June 2010 - August 2010
Skills
Leadership, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Finance, Teamwork, Time Management, Public Speaking, Research
Education
California State University-Long Beach 2014 — 2016
Bachelor of Science (BS), Business Administration and Management, General
Glendale Community College, California 2011 — 2014
Associate in Science Business Adminstration for Transfer, Business Administration
Lorico Legacy Group May 2015 - Present
Remax CP Commercial October 2014 - Present
Remax College Park Realty September 2014 - Present
Wilshire Group Financial Services April 2010 - Present
ZipRealty August 2012 - August 2014
HomeQuest Realty and Entree Mortgage July 2004 - August 2012
NationPoint March 2006 - April 2007
Merrill Lynch (Nationpoint) 2006 - 2007
Automobile Club of Southern California October 2004 - March 2006
Wells Fargo January 2000 - October 2004
Skills
Mortgage Lending, Insurance, Negotiation, Microsoft Office, Customer Service, Marketing, Account Management, Sales, FHA, Microsoft Excel, Mortgage Banking, Life Insurance, Microsoft Word, Sales Management, Marketing Strategy, Public Speaking, Social Media, Investments, Real Estate, Financial Analysis, Leadership, REO, Finance, Loans, Hustle, Loan Origination, Refinance, Short Sales, First Time Home Buyers, Investment Properties, Foreclosures, Commercial Real Estate, Sellers, Real Estate Transactions, Referrals, Investors, Single Family Homes, Residential Homes, Condos, Relocation, Rentals, Listings, Management, Residential Mortgages, New Home Sales, Property Management, Real Estate Financing, Buyer Representation, HUD, Credit
Education
California State University-Long Beach - College of Business Administration 1998 — 2004
Lucky Strike Lanes May 2012 - Present
Acrobat Outsourcing June 2013 - Present
Octopus Japanese Restaurant October 2011 - May 2012
Wells Fargo October 2010 - June 2011
Lucky Strike Lanes January 2009 - May 2011
Starbucks June 2006 - October 2010
Nielsen Media Research August 2004 - April 2006
Skills
Training, Market Research, Customer Service, Sales, Hospitality, Event Management, Management, Microsoft Office, Time Management, Data Entry, Inventory Management, Food, Marketing Communications, Marketing Strategy, POS, Customer Satisfaction, Up-selling, Event Planning, Interpersonal..., Long-term Customer..., Guest Service Management, Problem Solving, Guest Recovery, Cross Selling, Upselling, Micro Management, Adobe Acrobat, Micros, Multi Tasking, Talent Acquisition, Banquet Operations, Special Events..., Customer Retention, Canvassing, Fine Dining, Promotions, CRM, Leadership, Catering, Strategic Planning, Leadership Development, Cross-functional Team..., Cross-functional..., Cross Functional Team..., Organizational Culture, Food & Beverage, Labor Management, Social Media, Social Networking, Corporate Events
Education
California State University-Long Beach - College of Business Administration 2007 — 2010
Bachelor of Science (B.S.), International Business, Cum Laude
Pasadena City College 2005 — 2007
AA, International Business/ Music Theory
Bank of America March 2014 - Present
Bank of America February 2011 - March 2014
Bank of America July 2009 - February 2011
Wells Fargo January 2008 - August 2009
Skills
Quality Assurance, Auditing, Business Analysis, Requirements Analysis, Training, Management, Finance, Loans, Analysis, Financial Risk, Process Improvement, Project Management, SDLC, User Acceptance Testing, Vendor Management, Visio, Banking
Education
Florida Institute of Technology 2014 — 2016
Master of Science (M.S.), Project Management
California State University-Long Beach 2004 — 2009
Bachelor's degree, Political Science
Wells Fargo 2014 - Present
U.S. Bank 2012 - 2013
Calvin Klein 2009 - 2012
Skills
Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Event Planning, Time Management, Teamwork, Public Speaking, Retail, Research, Sales, Facebook, Training, Nonprofits, Leadership, Management, Coaching
Education
California State University-Los Angeles 2013 — 2015
Bachelor of Arts (BA), Psychology
Glendale Community College 2010 — 2013
General Education, Psychology
Glendale High School 2007 — 2010
Union Bank March 2014 - Present
Pacific Life July 2013 - February 2014
Wells Fargo 2007 - 2013
Wells Fargo 2003 - 2006
Wells Fargo 1998 - 2002
Wells Fargo 1996 - 1997
Wells Fargo 1989 - 1996
Skills
Loans, Credit, Commercial Lending, Banking, Commercial Banking, Mortgage Lending, Lines Of Credit, Risk Management, Retail Banking, Financial Analysis, Cross Selling, Small Business Lending
Education
California State University-Long Beach
Bachelor of Business Administration (BBA), Computer and Information Sciences and Support Services
California State University-Long Beach
Bachelor of Business Administration (BBA), Computer and Information Sciences and Support Services
Grace and Growth Family Services May 2015 - Present
Los Angeles County Department of Mental Health August 2014 - Present
Mission Community Hospital February 2015 - April 2015
Harbor- UCLA Department of Mental Health September 2013 - May 2014
LA Family Housing April 2011 - August 2013
Synergy Kinetic Academy September 2012 - May 2013
Wells Fargo June 2006 - October 2010
Skills
Mental Health, Loans, Credit, Banking, Crisis Intervention, Program Development, CBT, Group Therapy, Case Management, Public Speaking, Nonprofits, Therapists, Psychotherapy, Interventions, Social Services, Mental Health Counseling, Community Outreach, Motivational...
Education
University of Southern California School of Social Work 2011 — 2014
Master of Social Work (MSW), Mental Health Concentration
California State University-Los Angeles 2007 — 2010
Bachelor's Degree in Social Work
Wells Fargo May 2013 - March 2015
Solomon Edwards Group (For Promontory Financial) December 2011 - January 2013
Wells Fargo Home Mortgage May 2009 - October 2011
Wells Fargo Bank April 2005 - April 2007
Skills
Training, Calculating Income, Loss Mitigation, Loans, Mortgage Lending, Mortgage Banking, Foreclosures, Due Diligence, Underwriting, Appraisals, Private Pilot
Education
California State University-Long Beach 1987 — 1989
Major: Communication, Cognate: Engineering Math & Science
Golden West College 1985 — 1987
Huntington Beach, CA
Wells Fargo August 2015 - Present
Target November 2010 - May 2015
Target December 2004 - October 2010
Target February 2003 - November 2004
Keane Inc. April 1997 - 2002
Mayo Clinic October 1995 - 1997
Skills
IBM Mainframe, Statistical Data..., Teradata Data Warehouse, DB2, SQL, Mainframe Focus, WebFOCUS, SAS, Supply Chain..., JCL, Process Improvement, Microsoft Office, Management, Forecasting, Inventory Analysis, Team Leadership, Business Analysis, Microsoft Excel, PowerPoint, Teamwork, Project Management, Data Analysis, Business Intelligence, Access, MicroStrategy, Hadoop, Retail
Education
California State University-Los Angeles
Master's Degree, Applied Mathematics, 4.0
CyberCoders May 2015 - Present
Eastridge Workforce Solutions July 2013 - May 2015
Spin On Media January 2012 - June 2013
The Art Institutes June 2008 - January 2012
Wells Fargo November 1998 - September 2006
Skills
Recruiting, Staffing Services, Talent Acquisition, Technical Recruiting, Internet Recruiting, Sourcing, Temporary Placement, College Recruiting, Contract Recruitment, Onboarding, Permanent Placement, Hiring, Resume Writing, Executive Search, Screening Resumes, Temporary Staffing, Applicant Tracking...
Education
Argosy University Los Angeles
Master of Business Administration (MBA), International Business
California State University-Long Beach
Bachelor of Science (BS), Marketing
Bank of America May 2014 - Present
Citi March 2009 - May 2014
Blue Plumbing Inc October 2007 - March 2009
Wells Fargo October 2004 - October 2007
Skills
Proficient in Financial..., Financial Analysis, Relationship Management, Underwriting, Cash Management, Cross Selling, Sales, Commercial Mortgages, Small Business, Cold Calling, SBA, Branch Banking, Retail, Networking, Retail Banking, Finance, Accounting, Analysis, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Deposits, Financial Services, Leadership, Loans, Management, Mortgage Lending, Risk Management, Small Business Lending
Education
Woodbury University 2013 — 2014
Master of Business Administration (MBA), Woodbury
California State University-Los Angeles 2001 — 2005
B.S., Finance (GPA 3.7)
Threadgill & Company 2012 - Present
U.S. Bank 2014 - 2015
Wells Fargo 2013 - 2014
Interactive Data 2007 - 2012
eSignal, an Interactive Data company 2005 - 2010
eSignal, an Interactive Data company 2003 - 2010
eSignal, an Interactive Data company 2002 - 2010
eSignal, an Interactive Data company 2005 - 2009
eSignal, an Interactive Data company 2002 - 2005
Charles Schwab 2000 - 2001
Skills
Product Management, Product Development, Market Intelligence, SaaS, FinTech, Business Strategy, Wealth Management, Management Consulting, Financial Services, Product Marketing, Strategy, Trading, Strategic Consulting, Business Intelligence, 3rd Party Software..., Market Data, Strategic Roadmaps, Reference Data, Trading Systems, Dividends, Options, 3rd Party Relationships, Enterprise Software, Investments, Equities, Agile Project Management, Life-cycle Management, Strategic Planning, Agile Methodologies, Business Analysis, Online Advertising, Analytics, Offshore Resource..., Management, CRM, Consulting, Finance, Marketing, Electronic Payments, Mobile Payments, E-payments, ACH, Operational Risk..., Regulatory Compliance
Education
University of San Francisco - Masagung Graduate School of Management 1993 — 1995
Master of Business Administration (MBA), Finance & Banking
California State University-Long Beach - College of Business Administration 1984 — 1986
Bachelor of Science (BS), Finance
New American Funding March 2014 - Present
RPM Mortgage, Inc. October 2013 - February 2014
Just Fund it Mortgage, A Division of Pinnacle Capital Mortgage October 2011 - July 2013
Wells Fargo September 2010 - October 2011
Diamond Point Lending / Cornerstone Lending April 2007 - August 2010
Loan Ex Funding May 2005 - April 2007
PMAC Lending Services Inc. August 2002 - May 2005
Equity Title Company August 1995 - August 2002
Skills
Mortgage Lending, Refinance, Residential Mortgages, Loans, FHA, Mortgage Banking, VA loans, Loan Origination, FHA financing, Government Loans, Investment Properties, USDA, Credit, Commercial Mortgages
Education
California State University-Long Beach 1991 — 1995
Experience Unlimited Irvine Chapter 2012 - 2013
CommerceWest Bank September 2008 - June 2011
Cal National Bank 2006 - 2008
Del Mar Realty & Investments 2002 - 2006
U. S. Bank, formerly Southern California Bank, formerly National Bank of Southern California 1995 - 2002
Wells Fargo 1994 - 1995
Coldwell Banker Residential Brokerage 1991 - 1993
Huntington National Bank CA 1990 - 1991
Liberty National Bank 1988 - 1990
Security Pacific National Bank 1981 - 1988
Skills
Loans, Commercial Lending, Commercial Banking, Credit, Commercial Mortgages, Asset Based Lending, Small Business Lending, Banking, Credit Analysis, Lines Of Credit, Underwriting, Real Estate, SBA, Cash Management, Portfolio Management, Mortgage Lending, Credit Risk, Financial Analysis, Commercial Real Estate, Risk Management, Marketing, Sales, Cash Flow, Small Business, Training, Loan Origination, Consumer Lending, Management, Business Development, Investment Properties, Relationship Management, Finance, Referrals, Refinance, Treasury Management, Construction Loans, Mortgage Banking, Investments, Real Estate Financing
Education
California State University-Los Angeles
B.S. Business Administration, Specialization in Finance
Wells Fargo November 2004 - Present
IBM January 2004 - November 2004
Ventana Technology March 1998 - December 2002
Taos January 1994 - March 1998
U.S. Dept. of Interior, Geological Survey January 1992 - September 1993
Skills
Unix, OSE, Enterprise Architecture, Disaster Recovery, Solaris, Red Hat Linux, Linux, HP/UX, TCP/IP, Unix Operating Systems, Unix Shell Scripting, Sun/Solaris OS, Red Hat Enterprise Linux
Education
California State University-Long Beach 1989 — 1990
Master of Science (MS) Candidate, Electrical and Electronics Engineering
University of Nevada-Las Vegas 1985 — 1988
Bachelor of Science (BS), Electrical Engineering
Wells Fargo April 2013 - Present
Wells Fargo June 2009 - April 2013
Wells Fargo October 2006 - June 2009
Washington Mutual January 2002 - September 2006
Gateway 2001 - 2001
eStyle April 2000 - December 2000
Walt Disney Company June 1988 - April 2000
Education
California State University-Long Beach - College of Business Administration 1987 — 1990
City National Bank July 2012 - Present
U.S. Bank April 2010 - June 2012
Wells Fargo January 2006 - March 2010
Skills
Commercial Mortgages, Small Business Lending, SBA 504, Real Estate, Lines Of Credit, Commercial Lending, Loans, Relationship Management, Credit, Private Banking, Commercial Banking, Asset Based Lending, Credit Analysis, SBA, Financial Services, Loan Origination, Mortgage Lending, Cross Selling, Treasury Management, Underwriting, Banking, Cash Management, Mortgage Banking, Retail Banking, Consumer Lending, Construction Loans, Portfolio Management, Credit Risk, Branch Management, Refinance, Cash Flow Lending, Residential Mortgages, Financial Structuring, Real Estate Financing, Finance, Investments, Funding, Wealth Management, Financial Risk, Merchant Services, Real Estate Economics, Financial Analysis, Strategic Financial..., FHA, Credit Cards, Asset Management
Education
Woodbury University 2013 — 2014
Master of Business Administration (MBA)
California State University-Long Beach 2003 — 2008
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Bank of the West May 2013 - Present
Banking Industry June 2011 - Present
Wells Fargo October 2009 - June 2011
National Debt Collection Law Firm April 2005 - July 2009
PeopleSoft February 1995 - April 2001
PeopleSoft, Inc. Release Management April 1997 - February 1999
Skills
Business Analysis, Financial Analysis, SQL, SDLC, Data Analysis, Relational Databases, Databases, System Administration, B2B, Technical Writing, Project Management, Analysis, Integration, Writing, Web Content, Creative Writing, Online Research, CCAR, Process Improvement, Vendor Management, Business Process, Requirements Analysis, Management, Business Requirements, Agile & Waterfall..., Call Reporting, ALM
Education
Inquestra Learning 2010 — 2010
Certificate, Business Systems Analysis
California State University-Los Angeles 1976 — 1980
B. Sc., Biology
Wells Fargo 2014 - Present
Wells Fargo Bank October 2004 - June 2014
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Loans, Small Business Lending, Portfolio Management, Relationship Management, Banking, Financial Analysis, Financial Services
Education
California State University-Long Beach
Wells Fargo June 2014 - Present
Carbonated.tv November 2013 - June 2014
Patch.com November 2010 - June 2013
Intelligent Socccer May 2009 - September 2010
Daily Republic October 2007 - November 2008
Daily Forty-Niner June 2006 - June 2007
Skills
Ap Style, Journalism, Breaking News, News Writing, Newspaper, Feature Articles, Editorial, Social Media, Storytelling, Facebook, QuarkXPress, Fact-checking, Freelance Writing, Editing, Multimedia, Online News, AP Style, Digital Media, Proofreading, Video, Blogging, SEO, Newspapers
Education
California State University-Long Beach 2002 — 2007
BS, Journalism
Wells Fargo October 2012 - Present
Wells Fargo Bank, NA August 2004 - October 2012
Skills
Banking, Credit, Loans, Risk Management, Financial Analysis, Customer Service, Credit Analysis, Underwriting
Education
California State University-Long Beach - College of Business Administration 1998 — 2002
Bachelor's Degree, Accounting
University of California, Riverside 1997 — 1998
Stonecrest Financial June 2012 - Present
Western Commercial Finance, LLC May 2008 - July 2012
Bayview Financial January 2007 - May 2008
BAYVIEW FINANCIAL, LLP January 2007 - May 2008
Wells Fargo February 2001 - October 2006
BANK OF AMERICA January 1998 - January 2001
REMEDIATION CAPITAL CORPORATION January 1994 - January 1998
Skills
Commercial Underwriting, Commercial Lending, Commercial Mortgages, Loans, Small Business Lending, Real Estate Financing, Mortgage, Commercial Finance, Lines Of Credit, Leases, Loan Origination, Credit Analysis, Credit, Commercial Banking, Real Estate Finance, Portfolio Management, Loan Structuring, Banking, Financial Analysis, Cash Management, Due Diligence, Structured Finance, Investment Properties, Credit Risk, Mergers, Cash Flow, Cash Flow Forecasting, Private Equity, Risk Management, New Business Development, Compliance, Commercial Real Estate, Mortgage Lending, Treasury Management, Finance, Management, Business Development, Asset Based Lending, CRM, Financial Services, Real Estate, Asset Management, Funding, Mortgage Banking, Refinance, SBA, Relationship Management, Residential Mortgages, Consumer Lending, Small Business
Education
Fullerton College 1978 — 1980
Certificate, Accounting
California State University-Long Beach 1970 — 1973
BACHELOR OF ARTS, PHILOSOPHY
Wells Fargo Bank June 2011 - Present
Wells Fargo June 2011 - Present
Wells Fargo December 2010 - June 2011
Wells Fargo January 2010 - December 2010
Wells Fargo January 2009 - December 2009
Wells Fargo February 2008 - December 2008
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
Masters, Business Administration; an emphasis in Finance
California State University-Long Beach - College of Business Administration 2003 — 2007
Series 7 & 66
Wells Fargo November 2006 - Present
Wells Fargo November 2007 - March 2010
Education
California State University-Los Angeles 2000 — 2004
Business, Finance
Wells Fargo February 2013 - Present
Bank of America May 2003 - January 2013
Skills
Credit, Commercial Banking, Small Business Lending, Mortgage Banking, Management, Leadership, Performance Management, Team Leadership, Customer Service, Business Planning, Customer Satisfaction, Sales, Loans, Commercial Lending, Portfolio Management, Project Planning, Private Banking, Asset Based Lending, Merchant Services, Consumer Lending, Lines Of Credit, Banking, Mortgage Lending, Retail Banking, Financial Services, Relationship Management, Finance, Loan Origination, Cross Selling, Investments, Credit Analysis, Risk Management, Coaching, Team Building, Cash Management, Wealth Management, Credit Risk, Financial Risk, Refinance
Education
California State University-Long Beach 1998 — 2003
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Pacific Point Asset Management 2007 - Present
Pacific Point Asset Management 2007 - Present
Pacific Point Asset Management 2007 - Present
Wells Fargo 2007 - 2012
Smith Barney 2005 - 2007
Morgan Stanley 2000 - 2005
Skills
Financial Advisor, Retirement Income..., Portfolio Construction, Portfolio Analysis, Qualified Retirement..., Securities, Succession Planning, Wealth Management, Investments, Financial Services, Retirement Planning, Retirement, Financial Planning, Stocks, Income Planning, Portfolio Management, Financial Education, Investment Strategy
Education
California State University-Northridge
California State University-Long Beach - College of Business Administration
Wells Fargo April 2012 - Present
Bank of America June 2010 - April 2012
Real Estate & Mortgage Xperts May 2004 - June 2010
Bank of America August 2003 - March 2004
Indymac Bank 2001 - 2003
Skills
Refinance, Underwriting, Real Estate, Loans, Finance, Mortgage Lending, Credit
Education
University of Southern California - Marshall School of Business 2014 — 2014
The Ross Minority Program in Real Estate
California State University-Los Angeles 2003 — 2007
Bachelor of Schience in Finance, Minor in Economics
Freelancer April 2014 - Present
Machinima January 2012 - April 2014
Machinima.com March 2010 - February 2012
AKOG Inc December 2008 - January 2011
Ask.com October 2007 - May 2009
Union Bank of California October 2005 - August 2007
Wells Fargo July 2001 - June 2005
Skills
Active Directory, VMware, XenServer, MySQL, Storage Area Networks, Cluster Development, Asset Management, Digital Asset Management, Final Cut Pro, Avid, Adobe, Building Technologies, Idea Generation, Asset Managment, Technology Leadership, Linux, CSS, Storage, Virtualization, HTML, Microsoft Exchange, Information Technology, Xen, Technical Support, Scripting, ITIL, OS X, Apache, Windows Server, Windows 7, Unix
Education
California State University-Los Angeles 2000 — 2004
Bachelor's degree, Computer Science
Wells Fargo August 2012 - Present
Wells Fargo July 2010 - July 2012
Wells Fargo September 2006 - July 2010
Wells Fargo August 2005 - September 2006
Wells Fargo July 2004 - August 2005
Wells Fargo October 2000 - July 2004
Skills
Oracle SQL, SQL, Teradata, Microsoft Office, Cognos, Essbase, VBA, Financial Analysis, Retail Sales Analysis, Banking, Retail Banking, Business Modeling
Education
California State University-Long Beach - College of Business Administration
Bachelor of Science (B.S.), Management information Systems, Application Development
Tri Counties Bank June 2010 - November 2010
Wells Fargo February 2007 - February 2010
La Copa de Oro June 2000 - August 2006
Education
California State University-Long Beach - College of Business Administration 2006 — 2008
Bachelors, International
Wells Fargo May 2011 - Present
Comerica Bank September 2010 - May 2011
Comerica Bank September 2009 - August 2010
Comerica Bank October 2008 - January 2010
Comerica July 2008 - October 2008
Comerica June 2007 - July 2008
CSULB (MBP) 2005 - 2006
Skills
Commercial Lending, Commercial Banking, Credit, Asset Based Lending, Credit Analysis, Banking, Loans, Financial Analysis, Portfolio Management, Underwriting, Cash Flow Lending, Middle Market, Financial Modeling, Treasury Management, Finance, Lines Of Credit
Education
California State University-Long Beach - College of Business Administration 2002 — 2006
Bachelor of Science, Business Administration: Finance, Real Estate, & Law
Wells Fargo November 2000 - Present
First Security Bank September 1994 - November 2000
Bank of Newport July 1985 - August 1994
Education
California State University-Long Beach 1980 — 1984
Bachelor of Science (BS), Marketing
J.P. Morgan July 2015 - Present
Barclays Wealth and Investment Management May 2012 - July 2015
J.P. Morgan April 2009 - May 2012
Smith Barney/Citigroup April 2007 - April 2009
Wells Fargo March 2006 - April 2007
Bank of America August 2004 - March 2006
RadioShack August 1999 - August 2004
Skills
Fixed Income, Sales, Equities, Bloomberg, Investments, Asset Allocation, Portfolio Management, Asset Management, Alternative Investments, Securities, Client Service, Microsoft Excel, Series 7, Series 66
Education
California State University-Long Beach - College of Business Administration 1999 — 2009
B.S., Business Administration, Finance, Investments
Lakewood High School 1995 — 1999
Diploma, N/A
Wells Fargo Bank November 2011 - Present
Wells Fargo Bank December 2005 - November 2011
Wells Fargo Bank February 2005 - September 2005
Wells Fargo Bank June 2004 - February 2005
Wells Fargo November 2001 - January 2004
Education
California State University-Long Beach 2000 — 2008
Bachelor of Science Degree, Business Management and Human Resources
Molina Healthcare August 2015 - Present
Opus Bank May 2012 - August 2015
Chase December 2010 - May 2012
Wells Fargo September 2002 - December 2010
Skills
Customer Relations, Problem Solving, Customer Service, Banking, Sales Management, Strategic Planning, Vietnamese, Employee Relations, P&L, Business Planning, Loans, Excel, PowerPoint, Cash Management, Team Building, Small Business Lending, Credit, Hiring, Customer Satisfaction, Coaching, Retail Banking, P&L Management, Cross Selling, Deposits, Recruiting, Compliance, Residential Mortgages, Sales, Insurance, Forecasting, Commercial Lending, Branch Management, Finance, Leadership, Credit Analysis, Customer Retention, Financial Services, Consumer Lending, Microsoft Excel, Branch Banking, Management, Risk Management, Business Development, CRM, Financial Analysis, Portfolio Management, Relationship Management
Education
California State University-Long Beach 1996 — 2002
Bachelor Of Science in Business Administration, Finance
Advantage CDC May 2015 - Present
Advantage CDC August 2014 - Present
Wells Fargo August 2012 - August 2014
TERRA Capital Group December 2010 - August 2012
Surf City Bank, a division of South County Bank January 2010 - November 2010
Banco Popular North America August 2007 - January 2010
Advantage CDC 1997 - 2007
Skills
Commercial Lending, Commercial Mortgages, SBA, Loans, Small Business Lending, Lines Of Credit, Commercial Banking, Credit Analysis, Underwriting, Credit, Asset Based Lending, Banking, Financial Structuring, Construction Loans, Refinance, Loan Origination, Credit Risk, Real Estate, FHA, Real Estate Economics, Portfolio Management, Consumer Lending, Mortgage Banking, Mortgage Lending, Commercial Real Estate, Real Estate Financing
Education
California State University-Long Beach - College of Business Administration 2005 — 2007
MBA, Finance and Marketing
Wells Fargo 2009 - Present
Wells Fargo 2008 - 2009
Wells Fargo 2006 - 2008
Skills
Customer Service, Management, Microsoft Office, Leadership, Microsoft Excel, Sales, Financial Services, Team Building, Banking, Analysis, Retail Banking, Risk Management
Education
California State University-Long Beach - College of Business Administration
BS, Financial Management
True Religion Brand Jeans August 2015 - Present
Oaktree Capital Management June 2014 - August 2015
Raythoen Space and Airborne Systems February 2014 - June 2014
Raytheon Space and Airborne Systems January 2013 - June 2014
Raytheon Technical Services Company August 2011 - January 2013
Raytheon January 2009 - August 2011
Wells Fargo 2007 - 2009
Wells Fargo Bank November 2005 - December 2008
Skills
Microsoft Office, SAP, Financial Analysis, Financial Modeling, Aerospace, Project management, Competitive analysis, Cross Functional Team..., Earned Value Management, Strategic Planning, Strategy, Project Management, Finance, Analysis, Leadership, Management, Program Management, Process Improvement
Education
California State University-Long Beach 2006 — 2008
Bachelor of Science (BS), Finance
Wells Fargo January 2014 - Present
Wells Fargo July 2012 - January 2014
Making Waves Education Program May 2008 - August 2010
Skills
Account Reconciliation, PowerPoint, Microsoft Excel, Outlook, Microsoft Office, Customer Service, Microsoft Word, QuickBooks, Financial Analysis, Financial Reporting, Financial Accounting, Data Entry, Access, Finance, Leadership
Education
California State University-Long Beach 2007 — 2012
Bachelor of Science (BS), Finance
California State University-Long Beach - College of Business Administration 2007 — 2012
Bachelor of Science (BS), Finance
JPMorgan Chase February 2012 - Present
JPMorgan Chase June 2009 - February 2012
Wachovia Bank 2007 - 2009
Wells Fargo 1991 - 2007
Education
California State University-Long Beach - College of Business Administration 1996 — 1998
MBA, Finance
San Diego State University-California State University 1989 — 1995
BA, Finance
Mezzaluna April 2013 - Present
Best Buy July 2013 - September 2014
By Request DJ and Karaoke Company May 2012 - September 2014
Bethlehem Lutheran Church November 2012 - August 2014
Wells Fargo February 2011 - January 2013
Minnesota State University Moorhead August 2011 - May 2012
Automobile Club of Southern California September 2008 - February 2011
Notariety: Mobile Notary Service February 2007 - February 2011
Good Shepherd of Pasadena July 2008 - July 2010
City of Los Angeles November 2007 - April 2009
Skills
Public Speaking, Customer Service, Non-profits, Fundraising, Event Planning, Social Media, Microsoft Office, Public Relations, Social Media Marketing, Strategic Planning, Project Management, Social Networking, Nonprofits, Leadership, Time Management, Training
Education
University of Phoenix 2014 — 2016
Bachelor of Business Administration (B.B.A.)
Minnesota State University, Moorhead 2011 — 2013
International Business
California State University-Los Angeles 2008 — 2010
International Business
Wilmington Trust November 2011 - Present
Wells Fargo April 2009 - November 2011
Wachovia February 2007 - April 2009
Education
California State University-Long Beach
Bachelor of Science, Sociology
Ross Stores, Inc. June 2011 - Present
Wells Fargo April 2006 - May 2010
Skills
Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Customer Service, Financial Reporting, Bookkeeping, Auditing, Research, Strategic Planning, Time Management, Leadership, Sales, Public Speaking, Team Building
Education
California State University-Long Beach - College of Business Administration 2008 — 2010
Bachelor of Science (BS), Accounting
David Starr Jordan High School 2001 — 2005
Union Bank July 2011 - Present
Bank of America April 2000 - August 2011
Wells Fargo June 1991 - April 2000
Education
California State University-Long Beach - College of Business Administration 1990 — 1994
BS, Finance
Wells Fargo November 2013 - Present
CalAmp Corp. August 2012 - October 2013
Kofax April 2007 - August 2012
Skills
TestComplete, Software Quality..., Test Automation, Performance Testing, Test Cases, ClearQuest, Manual Testing, Test Planning, VBScript, ClearCase, API, Agile, Scrum, Web Applications, Visual Basic, C#, .NET, MS Project, Kofax Capture, VRS Technology, PCDocs, Hummingbird DM, Cortouche, Agile Methodologies, Quality Assurance, Regression Testing, Microsoft SQL Server, Kofax, Oracle, Software Design, Requirements Gathering, Integration, Software Engineering, Business Analysis, Visual Studio, APIs, Software Development, Eclipse, Automation, XML, ASP.NET, TFS, Web Services, Testing
Education
California State University-Long Beach 1989 — 1994
Computer Science
Wells Fargo Lead Data Modeler/ArchitectKaiser PermanenteNovember 2007 - February 2009
Education
California State University-Long Beach 1977 — 1981
BS, Electrical Engineer
Wells Fargo July 1994 - Present
Skills
Wealth Management, Banking, Portfolio Management, Investments, Securities, Risk Management, Asset Allocation, Financial Services, Mutual Funds, Asset Management, Equities, Leadership, Management, Team Leadership, Operations Management
Education
California State University-Long Beach - College of Business Administration
Bachelor's of Science, Business Management & Operations Management
Canon November 2004 - Present
US Air Force Reserve July 1997 - Present
Wells Fargo January 2001 - May 2003
Skills
Microsoft Office, Team Building, Microsoft Excel, Training, Team Leadership, Video, Customer Service, Leadership, Technical Documentation, Coaching, Troubleshooting
Education
California State University-Long Beach 1991 — 2001
Bachelor of Science, Management Information Systems
Community College of the Air Force 1996 — 1997
Associate's degree, Electrical, Electronic and Communications Engineering Technology/Technician
Wells Fargo November 2013 - Present
Wells Fargo March 2010 - November 2013
Wells Fargo Bank May 2006 - March 2010
Skills
Commercial Banking, Banking, Customer Service, Exceeding Customer..., Customer Experience, Strategic Partnerships, Project Management, Portfolio Management, Treasury Management, Customer Retention, Process Improvement, Sales, Cross Selling, Organization, Lines Of Credit, Loans, Referrals, Microsoft Excel, Access, Credit, Accounting, Outlook, Finance, Retail Banking, Leadership, Financial Analysis, Cash Management, Asset Based Lending, Loan Origination, Credit Analysis, Middle Market, Risk Management, Commercial Mortgages, Treasury Services, Relationship Management, Cash Flow Lending, Credit Cards, Credit Risk, Financial Services, Working Capital..., Real Estate Financing, Fixed Income, Payment Systems
Education
University of California, Los Angeles 2012 — 2013
Accounting
California State University-Long Beach - College of Business Administration 2004 — 2009
BS, Finance
Wells Fargo Home Mortgage September 2012 - Present
Wells Fargo September 2011 - Present
First Investments Inc. 2008 - September 2010
South Coast Mortgage Bankers June 2001 - July 2010
Skills
FHA, Refinance, Mortgage Lending, Residential Mortgages, Mortgage Banking, Loan Origination, VA loans, Loans, Real Estate, USDA, Property, Certified Mortgage..., First Time Home Buyers, Real Estate Financing, FHA financing, FHA Financing, Investment Properties, VA Loans
Education
California State University-Long Beach 1995 — 1999
Bachelor's degree, Business and Personal/Financial Services Marketing Operations
California State University-Long Beach 1995 — 1999
Bachelor of Business Administration (B.B.A.)
Deckers Outdoor Corporation March 2014 - Present
Shine a Light Recovery Systems September 2013 - March 2014
Sound Deposition Services, Inc. July 2010 - August 2013
Wells Fargo 2006 - 2009
Skills
Microsoft Office, Sales, Microsoft Excel, Event Planning, Marketing, Business Development, Sales Analysis, Account Management, Contract Negotiation, Sales Management, Customer Service, Time Management, Marketing Strategy, New Business Development, Sales Presentations, Customer Retention, Customer Satisfaction, Retail, Program Management, Access, Networking, Salesforce.com, Microsoft Word, PowerPoint, Forecasting, Management, CRM
Education
San Francisco State University 2013 — 2014
Master of Business Administration (MBA)
California State University-Long Beach - College of Business Administration 2004 — 2009
B.S., Finance
Saint John Bosco High School
Wells Fargo May 2007 - Present
BodyCentre Day Spa June 2006 - May 2007
Education
California State University-Long Beach - College of Business Administration 2006 — 2011
Management, Business Administration
Wells Fargo March 2011 - Present
Accountemps June 2007 - March 2010
Argent Mortgage Company, LLC November 2003 - May 2007
BNY Mellon Bank April 2001 - July 2003
Skills
Banking, Portfolio Management, General Ledger, Equities, Investments, Accounting, Financial Analysis, Payroll, Cash Flow, Financial Reporting, Outlook, Human Resources, Accounts Payable, Microsoft Excel, Analysis, Credit, Risk Management, QuickBooks, Auditing, Budget
Education
University of California, Los Angeles 2010 — 2011
Certification in Human Resources
California State University-Long Beach
Bachelor of Science, Business Administration; Finance, Real Estate, and Law
California State University-Long Beach - College of Business Administration
Bachelor of Science, Finance, Real Estate and Law
Wells Fargo January 2012 - Present
H&M May 2011 - Present
Forever 21 March 2009 - May 2011
EXPRESS June 2010 - July 2010
Education
California State University-Long Beach 2008 — 2013
Accounting
Wells Fargo August 2005 - Present
Wachovia Dealer Services 2009 - 2013
Wells Fargo Dealer Services 2008 - 2013
Westcorp 2005 - 2007
Skills
Instructional Design, Needs Analysis, Training Delivery
Education
National University 2004 — 2009
M.S., Educational Technology
California State University-Long Beach 1988 — 1992
B.A., Journalism
Molina Healthcare June 2014 - Present
Beacon Health Strategies April 2014 - June 2014
Pacific IPA July 2013 - November 2013
Regent Point Retiring Home January 2012 - January 2013
Certified Network Management September 2011 - January 2013
Long Beach Public Library January 2007 - November 2011
Western Medical Center January 2008 - May 2008
Wells Fargo September 2005 - October 2006
Marshalls October 2004 - May 2005
AMC Marina Pacifica 12 Theatre May 2002 - August 2004
Skills
Software Documentation, Data Entry, Administrative..., Human Resources, Recruiting, Healthcare, Employee Relations, Medical Records, Medicare, Medical Coding, Employee Benefits, Customer Service, EHR, ICD-9, Customer Satisfaction
Education
California State University-Long Beach 2003 — 2008
Bachelor of Science, Health Care Administration
Jehovah Witnesses December 2013 - Present
Willard Michlin, CPA November 2014 - March 2015
Wells Fargo July 2008 - August 2013
Skills
Consumer Lending
Education
California State University-Long Beach 2012 — 2014
Bachelor's degree, Accounting, 3.3 GPA
Santa Ana College 2010 — 2012
Associate's degree, Liberal Arts and Sciences/Liberal Studies, 4.0
Gallagher Systems 2006 - Present
Shaw Systems Associates, Inc. January 1997 - Present
Wells Fargo March 1994 - November 1996
First Interstate Bank October 1980 - March 1994
Skills
Legacy Programming
Education
California State University-Los Angeles 1973 — 1977
Computer Science, Information Technology
Mapua Institute of Technology 1965 — 1969
General Engineering, Electrical
Wells Fargo April 2013 - Present
Bank of America June 2006 - April 2013
Bank of America February 2005 - June 2006
Skills
Credit, Mortgage Lending, Performance Management, Recruiting, Onboarding, Employee Relations, Talent Management, Talent Acquisition, Human Resources, Mortgage Banking, Retail Banking, Applicant Tracking..., Employee Engagement, Relationship Management, PeopleSoft, Financial Services, Banking
Education
California State University-Los Angeles 1991 — 1996
Bachelor's degree, Business Administration and Management, General
Wells Fargo February 2006 - Present
Education
California State University-Long Beach 2010 — 2014
Bachelor's degree, Human Development and Family Studies, General, Senior
Wells Fargo November 2009 - Present
Bank of America June 1986 - January 2008
Skills
Customer Service, Microsoft Excel, Microsoft Word, Notary Public, PowerPoint, Foreclosures, 10 Key, TSGs, AFS, Loan IQ, Data..., Mortgage Lending, Portfolio Management, Credit, Outlook, Sales, Loans, Banking
Education
California State University-Long Beach 1974 — 1979
Bachelor of Arts (BA), Social Psychology
Nerium International Medical BillerMedical BillingSeptember 2014 - Present
Wells Fargo October 1999 - Present
Education
California State University-Long Beach - College of Business Administration
HomeStreet Bank July 2015 - Present
Wells Fargo June 2012 - July 2015
Skills
Banking, Credit
Education
California State University-Long Beach - College of Business Administration