Wells Fargo Advisors
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
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7,010 Wells Fargo Advisors employees in database. Find out everything there's to know about Wells Fargo Advisors 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 Advisors Employees
VMob Ltd March 2015 - Present
Swrve June 2014 - March 2015
Swrve October 2013 - June 2014
Entertainment Media Specailists 2012 - 2013
Evolutionary Response Security Agency 2011 - 2012
Wells Fargo Advisors 2009 - 2011
Education
California State University-Long Beach 2007 — 2009
Bachelor of Science (BS)
Morgan Stanley Wealth Management December 2010 - Present
Wells Fargo Advisors September 2000 - December 2010
CIT June 1997 - August 2000
Education
Butler University 1991 — 1995
Bachelor of Science (BS), Accounting
Citi Personal Wealth Management March 1997 - Present
Wells Fargo Advisors June 1995 - March 1997
Household Finance Corporation July 1991 - May 1994
Skills
Certified Financial..., Financial Planning..., Certified Fund..., Magician, Portfolio Management, Wealth Management, Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Series 63, Investments, Investment Advisory, Asset Allocation, Financial Advisory, Securities, Alternative Investments, Asset Management, Banking, Bonds, Credit, Disability Insurance, Equities, Estate Planning, FINRA, Finance, Financial Services, Fixed Annuities, Fixed Income, Hedge Funds, Investment Management, Investment Strategies, Life Insurance, Loans, Mortgage Lending, Relationship Management, Retirement, Uniform Combined State..., Financial Planning
Education
Cal Poly Pomona
Bachelor's degree, Business Administration and Management, General
Cerritos College
Associate's degree, Business Administration and Management, General
Fidelity Investments April 2015 - Present
Wells Fargo Advisors October 2012 - December 2014
Cbeyond October 2010 - February 2012
Nordstrom October 2005 - October 2010
New York Life Insurance Company July 2009 - May 2010
Skills
Retirement Planning, Wealth Management, Financial Advisory, Asset Allocation, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Fixed Annuities, IRAs, 401k Rollovers, Tax-Efficient Strategies, Stock Analysis, Fixed-income Strategies, Business-owner Planning, Retirement Plan..., Life Insurance
Education
Cal State Fullerton 2007 — 2009
Bachelor of Arts (B.A.), Financial Planning and Services
Fullerton College 2005 — 2007
General Education
El Dorado High School 2001 — 2005
Wells Fargo Advisors July 2010 - July 2015
Wachovia Securities Financial Network July 2007 - July 2010
Skills
Human Resources, Customer Service, Employee Relations, Interviews, Banking, Finance, Microsoft Word, Talent Acquisition, Performance Management, Payroll
Education
California State University, Fresno 2003 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Laguna Hills High School 1999 — 2003
Wells Fargo Advisors February 1995 - Present
Dean Witter Reynolds Inc. April 1989 - February 1995
Skills
Retirement Income, Retirement Planning, Financial Services, 401k Rollovers, Asset Allocation, Business Owner Planning, Business-Succession..., Concentrated Stock..., Deferred Compensation..., Estate Investment..., Financial Advisory, Financial Analysis, Financial Reporting, Fixed Income Strategies, Insurance, Investment Planning, Investment Strategies, Investments, Multigenerational..., Relationship Management, Retirement, Retirement Plan..., Retirement Savings, Risk Management, Securities, Strategic Planning
Education
California State University-Long Beach
Bachelor's Degree, Physical Education: Minor in Marketing
Wells Fargo Advisors September 2007 - Present
UBS May 2005 - September 2007
Skills
Financial Guidance, Wealth Management, Retirement Planning, Investment Strategies, Insurance
Education
California State University-Long Beach 1995 — 2000
Political Science and Government
Tirpak Miller Investment Group of Wells Fargo Advisors, LLC November 2001 - Present
Wells Fargo Advisors November 2005 - Present
Morgan Stanley June 1998 - November 2001
UPS 1994 - 1998
Skills
Investments, Retirement Planning, Insurance, Retirement, Investment Strategies, Financial Services, Risk Management, Securities, IRAs, Employee Benefits, Operations Management, Banking, Asset Allocation, Hedge Funds, Risk Assessment, Retirement Income..., Retirement Savings, 401k Rollovers, 401k, Medicare, Social Security, Estate Tax Planning, Estate Planning, Financial Planning, Portfolio Management, Wealth Management, Mutual Funds, Asset Management, Series 7, Finance, Management, Financial Advisory, Investment Management, Marketing, Business Development
Education
California State University-Long Beach
Accounting and Finance
Woodrow Wilson Classical High School
Optima Tax Relief July 2013 - Present
Wells Fargo Advisors January 2007 - November 2010
Skills
Series 7, Customer Service, Sales, Social Media Marketing, Marketing, Social Media, Marketing Strategy, Finance, Direct Marketing, Investments
Education
California State University-Fullerton 2011 — 2014
Bachelor of Science (B.S.), Human Services
Enterprise Rent-A-Car May 2015 - Present
ADPOWER Advertising Solutions January 2015 - May 2015
Ferrari and Maserati of Newport Beach 2014 - May 2015
Solstice Sunglasses September 2013 - February 2015
SchoolsFirst Federal Credit Union October 2012 - June 2013
Wells Fargo Advisors 2010 - October 2012
Skills
Banking, Consumer Lending, Loans, Retail Banking, Social Media, Writing News Releases, CEO Speech writing, Customer Service, Credit Unions, Time Management, Leadership, Microsoft Excel, conversational skills, Multi Tasking, Public Relations, Social Networking, Team Building, Social Media Marketing, Sales, Event Planning, Team Leadership, Writing
Education
California State University-Fullerton 2013 — 2015
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Saddleback College 2010 — 2013
Associate of Arts (AA), Communication and Media Studies
Wells Fargo Advisors January 2015 - Present
Edward Jones September 2012 - January 2015
Lexus January 2012 - August 2012
Ford's Filling Station August 2009 - August 2012
Toyota Motor Sales May 2011 - December 2011
BLD Restaurant November 2007 - October 2009
Twining Laboratories September 2007 - March 2008
King Estate Winery May 2007 - September 2007
The City Nightclub August 2006 - September 2007
Cafe Lucky Noodle March 2006 - March 2007
Skills
Financial Analysis, Marketing Research, Social Media, Microsoft Office, Outstanding Customer..., PowerPoint, Word, Excel, Investments, Public Speaking
Education
California State University-Dominguez Hills 2010 — 2011
BA, Marketing, 3.95
Santa Monica College 2009 — 2010
Business Administration
University of Oregon 2002 — 2006
Theatre Arts
Wells Fargo Home Mortgage November 2012 - Present
Wells Fargo Advisors December 2003 - October 2012
Wells Fargo October 2003 - October 2012
Skills
Long-term Customer..., Customer Acquisition, Financial Statements, Financial Services, Sales Management, Operations Management, Investment Advisory, Mortgage Lending, Real Estate Financing, Customer Retention, Situational Leadership, Strategic Leadership, Operational Excellence, Retail Banking, Residential Mortgages, Investment Banking, First Time Home Buyers, Refinance, FHA, Finance, Risk Management, Investments
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2007
Master of Business Administration (M.B.A.), Finance, General
California State University-Long Beach 2000 — 2001
Bachelor of Business Administration (B.B.A.), International Business
University of Southern California 1997 — 2001
Wedbush Securities July 2009 - Present
Wells Fargo Advisors March 2008 - July 2009
A.G. Edwards & Sons, Inc. June 1988 - March 2008
Skills
Wealth Management, Portfolio Management, Personal Financial..., Insurance and Annuities, Stocks and Bonds
Education
California State University Stanislaus 1980 — 1983
Bachelor of Arts (B.A.), Business Administration
Legacy Capital Management LLC December 2008 - Present
Wells Fargo Advisors October 2002 - December 2008
UBS April 1997 - October 2002
Dean Witter June 1993 - April 1997
Skills
Investments, Retirement Planning, Retirement Plan..., Certified Divorce..., Qualified Mediator, Securities, Financial Services, Retirement, Finance, Insurance, Disability Insurance, Asset Management, Portfolio Management, Wealth Management, Alternative Investments
Education
California State University-Los Angeles 1980 — 1984
Sociology
Consultant Technologies May 2014 - July 2014
Enterprise Holdings October 2013 - April 2014
Wells Fargo Advisors 2008 - 2013
Perot Healthcare Systems 2006 - 2008
BJC HealthCare 2001 - 2005
Skills
Microsoft Excel, Business Analysis, Recruiting, Process Improvement, Project Management, SDLC, PowerPoint, Visio, Microsoft Word, Adobe Acrobat, SharePoint
Education
California State University-East Bay
Bachelor of Applied Science (BASc), Computer Science
Wells Fargo Advisors June 2012 - Present
Morgan Stanley Smith Barney July 1998 - June 2012
Dean Witter June 1982 - June 1998
Skills
High Net Worth..., Retirement Planning, Asset Allocation, Wealth, Finance, Analysis, Retirement, Mutual Funds, Investment Strategies, Financial Advisory, Estate Investment..., Investment Planning
Education
The American College 1999 — 2000
Planning for Impact in the Context of Family wealth; Charitable Strategies; and Gift Planning
Cal State Fullerton 1967 — 1970
Cal Life Secondary Credential, Biology/Chemistry
Tabor College Hillsboro, KS 1965 — 1967
Bachelor's degree, Biology/Chemistry
California State University-Long Beach
Certified Specialist in Planned Giving, CSULB Foundation - American Institute of Philanthropy -
Bill Pfeif & Associates-Guarantee Real Estate October 2002 - Present
Wells Fargo Advisors April 1995 - June 2011
State Center Credit Union January 1980 - February 2001
Skills
Financial Reporting, Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Financial Analysis, GAAP, QuickBooks, Accruals, Financial Statements, Variance Analysis, Fixed Assets, Internal Controls, Cash Flow
Education
California State University-Fresno 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
Diablo Valley College
Robert W. Baird & Co. January 2015 - Present
Wells Fargo Advisors August 2009 - January 2015
Smith Barney January 1986 - August 2009
Education
California State University-Long Beach - College of Business Administration 1978 — 1983
Bachelor of Science (B.S.), Business Administration / Finance
Pius X HS 1973 — 1977
Fairview Real Estate Solutions September 2014 - Present
Wells Fargo June 2012 - September 2014
Wachovia, A Wells Fargo Company September 2009 - June 2012
Wells Fargo Advisors June 2008 - August 2009
Skills
Banking, Financial Analysis, Credit, Finance, Loans, Financial Risk, Credit Analysis, Risk Management, Mortgage Lending, Portfolio Management, CMBS
Education
Cabrini College 2005 — 2008
BS, Accounting
Cabrini College 2005 — 2008
Bachelor of Science (B.S.), Accounting and Finance
Stifel Financial Corp. January 2015 - Present
Business Owner January 2010 - Present
Wells Fargo Advisors January 2013 - December 2014
Jack's Surfboards January 2011 - December 2011
Skills
Clerical Skills, Event Planning, Public Speaking, Time Management, Microsoft Office, Sales, Marketing, Inventory Management, Teamwork, Databases, Client Relations, Event Production, Customer Service
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2015 — 2017
Bachelor of Business Administration, Finance
Irvine Valley College 2013 — 2015
Wells Fargo Advisors April 2015 - Present
Wells Fargo Advisors January 2009 - April 2015
Merrill Lynch May 2008 - January 2009
Imperial Capital Bancorp January 2006 - January 2008
US Bank June 2004 - January 2006
Skills
Retirement Planning, Mutual Funds, Investments, Retirement, Securities, Asset Allocation
Education
California State University San Marcos 2003 — 2005
Bachelor's Degree, Communication, General, cum laude
Wells Fargo Advisors August 2014 - Present
Morgan Stanley June 2013 - July 2014
Marcus & Millichap August 2012 - July 2013
KW Commercial. January 2011 - August 2012
National Equity Advisors January 2006 - December 2009
Marcus & Millichap January 2005 - December 2005
Skills
Investments, Financial Planning, Retirement Planning, 401k Rollovers, Estate Investment..., Financial Advisory, Financial Services, Insurance, Tax-Efficient Strategies, Wealth Preservation...
Education
California State University-Northridge 1997 — 2002
Bachelor of Science, Business Administration, Management
Montclair College Prep 1993 — 1997
Palomar Financial Services, LLC September 2014 - Present
LifeMark Securities Corp October 2012 - September 2014
UnionBanc Investments July 2006 - December 2010
Wells Fargo Advisors May 2004 - July 2006
WM Financial Services March 1999 - April 2004
Skills
401k Rollovers, Retirement Planning, Financial Advisory, IRAs, Investment Advisory, Retirement, Fixed Annuities, Asset Allocation, Uniform Combined State..., Alternative Investments, Series 63, Investment Strategies, Long-term Care, Investments, Wealth Management, Strategic Financial..., Mutual Funds, 401k, Securities, Portfolio Management, Series 7, Life Insurance, ETFs, Separately Managed..., Financial Services, Traditional IRA, Roth IRA, SEP IRA, Indexed Annuities, Life & Health Insurance..., Wealth, Finance, Estate Planning, Asset Management, Insurance
Education
California State University-Fullerton
Bachelor of Business Administration(B.B.A.), Management
Scripps College May 2015 - Present
Wells Fargo June 2013 - May 2015
Wells Fargo Advisors September 2008 - June 2013
Skills
Valuation, Analysis, Research, Market Research, Finance, Financial Analysis, Microsoft Office, Investments, Management, Financial Modeling, Commercial Banking, Banking, Credit, Portfolio Management, Securities
Education
California State Polytechnic University-Pomona 2008 — 2012
Bachelor of Science, Finance
Wells Fargo Advisors April 2013 - Present
Scottrade June 2008 - April 2013
Scottrade November 1997 - June 2008
Skills
Change Management, Leadership, Leadership Development, Supervision, Business Coaching, Professional Mentoring, Project Management, Project Coordination, Sales Management, Management, Sales, Banking, Analysis, Training, Strategy, Process Improvement, Finance, Performance Management, Budgets, Financial Services, Coaching, Program Management, Investments, Risk Management, Securities, ETFs, Options, Trading, Equities, Bonds, Financial Markets, Portfolio Management, FINRA, Uniform Combined State..., Wealth Management, Mutual Funds, Investment Advisory
Education
Cal State Fullerton 2005 — 2007
Master's degree, Econometrics and Quantitative Economics
California State University-Long Beach 1992 — 1996
Bachelor of Science (B.S.), Economics
Yext May 2015 - Present
Glassdoor January 2015 - April 2015
Glassdoor June 2013 - January 2015
ADP January 2010 - October 2012
Wells Fargo Advisors August 2009 - January 2010
The Housing Guide of JB Publications August 2006 - May 2009
Skills
Lead Generation, CRM, Direct Sales, Account Management, Sales Operations, Cold Calling, Sales, Sales Process, Recruiting, Business Development, New Business Development, Customer Service, Management, Email Marketing, Start-ups, Recruitment Advertising, Employer Branding
Education
California State University-Chico 2004 — 2009
Bachelors of Science- Business Administration Marketing-Major, Project Management-Minor
Wells Fargo Advisors, LLC April 2007 - Present
Wells Fargo Advisors April 2007 - Present
Skills
Series 7, series 66, Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory, Strategic Financial..., Asset Allocation, Investments, Financial Advisory, Retirement, Investment Strategies, Securities, Portfolio Management, Alternative Investments, 401k Rollovers, 401k, Insurance, Life Insurance, Health Insurance, Variable Annuities, Fixed Annuities, Indexed Annuities
Education
California State University-Long Beach 1994 — 2000
Entrepreneurship/Entrepreneurial Studies
American Pistachio Growers February 2015 - Present
C.Nagatani Farms January 2010 - Present
AT&T May 2004 - May 2011
Wells Fargo Advisors January 2001 - April 2003
Skills
Marketing Strategy, Mergers & Acquisitions, Management Consulting, Management, Sustainable Agriculture, Sales Management, Budgets, Horticulture, Financial Reporting, Sustainability, Strategy, Entrepreneurship
Education
California State University-Long Beach 1998 — 2003
Bachelor of Arts (BA) Mathematical Economics, Bachelor of Science (BS) Business Finance
West High School, Bakersfield CA 1994 — 1998
American Solar Direct January 2012 - Present
ALL In : Action Lifestyle Licensing, International, LLC January 2008 - January 2011
Countrywide, Inc January 2005 - January 2008
Wells Fargo Advisors January 2003 - January 2005
Merrill Lynch January 1999 - January 2003
Wells Fargo January 1996 - January 1999
Costco Wholesale January 1988 - January 1996
Skills
Salesforce.com, Sales, Customer Service, Team Building, Sales Presentations, Selling, Cold Calling, Direct Sales, Sales Effectiveness, Key Account Management, Microsoft Office, Capital Equipment, Finance, Forecasting, Loans, Mortgage Lending, Business Development
Education
California State University-Fullerton 1988 — 1992
Bachelor of Arts (BA), Finance and Financial Management Services
Wells Fargo Advisors October 2014 - Present
Wells Fargo Advisors November 2012 - September 2014
Wells Fargo March 2010 - November 2012
Skills
Retirement Planning, Wealth Management, Customer Service, Investment Planning, 401k Rollovers, College Education..., Estate Investment..., Relationship Management, Insurance, Tax-efficient Strategies, Saving & Investing
Education
California State University-Fullerton 2005 — 2008
Bachelor of Arts (B.A.), Finance
Wells Fargo Advisors 2007 - 2012
Wells Fargo 2002 - 2005
Education
California State University-Los Angeles 2004 — 2007
Bachelor of Business Administration, Finance
Applied General Agency, Inc. October 2010 - Present
Wells Fargo Advisors July 2009 - November 2010
Skills
Health Insurance, Risk Management, Disability Insurance, Insurance, Term Life Insurance, Underwriting, Commercial Insurance, Team Building, Long-term Care, Customer Service, Life Insurance, Fixed Annuities, Process Improvement, Account Management, Strategic Planning, Financial Analysis, Microsoft Excel, Medicare, Retirement, Training, Sales, Marketing
Education
California State University-Long Beach 2008 — 2010
Bachelor of Science (B.S.), Finance
Wells Fargo Advisors 2012 - Present
Wells Fargo Advisors 2007 - 2012
Skills
Financial Services, Wealth Management
Education
California State University-Chico 2005 — 2009
Bachelor of Science (B.S.), Financial Management
eTouch Systems at Google Inc. August 2014 - August 2015
Johnson Controls September 2013 - April 2014
Johnson Controls May 2012 - September 2013
Wells Fargo Advisors October 2011 - December 2011
CorpInnova Inc August 2010 - December 2011
Rosebud Magazine March 2009 - May 2010
Sterling Systems May 2007 - December 2008
Prudential California Realty / RE/MAX Accord July 2003 - April 2007
Real Time Solutions January 2001 - October 2002
Computown 1996 - 1997
Skills
Business Analysis, Vendor Management, SharePoint, Quality Assurance, Customer Relations, Team Leadership, Change Management, Telecommunications, Team Building, Leadership, Training, Contact Centers, Management, Security, Integration, Project Management, Customer Service, Sales, Data Center
Education
California State University-Chico
B.S, Computer Information Systems
Time Warner Cable December 2014 - Present
Accenture June 2013 - March 2014
Time Warner Cable November 2012 - June 2013
Wells Fargo June 2012 - November 2012
Wells Fargo Home Mortgage June 2011 - August 2011
Wells Fargo Advisors February 2011 - June 2011
Assurant Specialty Property 2006 - January 2010
Safeco November 2003 - 2006
Independent Consulting July 2003 - November 2003
California Training Cooperative June 1998 - May 2003
Skills
Instructional Design, Technical Writing, Instructor-led Training, Process Improvement, Curriculum Development, Needs Analysis, Visio, Technical Training, SharePoint, Training, Organizational..., Leadership, Blended Learning, Call Centers, Leadership Development, Strategic Planning, Career Development, Management, E-Learning, Software Documentation, Change Management, Program Management, Employee Training, Performance Improvement, Team Leadership, Training Delivery, Learning Management, Captivate, Consulting, Project Management, ADDIE, Workshop Facilitation, Six Sigma, Curriculum Design, Performance Management, Performance Consulting, Learning Management..., SnagIt, Adult Education, Culture Change, Staff Development, Employee Engagement
Education
Indiana University Bloomington 1975 — 1982
BA, Economics, Journalism
California State University-Long Beach
Certificate, Training & Development
Wells Fargo June 2015 - Present
Wells Fargo Advisors October 2013 - June 2015
Sovereign Bank June 2013 - September 2013
Wells Fargo co July 2011 - March 2013
Wells Fargo Advisors June 2013 - 2013
The Bradley Foundation April 2010 - June 2011
AT&T Mobility October 2006 - January 2010
Skills
Sales, Banking, Customer Service, Talent Management, Fashion, Fashion Design, Customer Satisfaction, Relationship Management, Finance, Sales Management, Credit, Account Management, Salesforce.com, Retail, Leadership, Business Strategy, New Business Development, Negotiation, Tax Preparation, Organizational..., Management, Portfolio Management, Retail Banking, Cross Selling, Lines Of Credit, Risk Management, Team Building, Business Planning, Loans, Financial Services, Consumer Lending, Mortgage Lending, Direct Sales, Financial Analysis, CRM, Series 63, Investments, Insurance, Retirement Planning, Wealth Management, Securities, Series 6, Loan Origination, Public Speaking, Nonprofits, Coaching, Microsoft Word, Time Management, Microsoft Office
Education
Cabrini College 2002 — 2007
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Cabrini College 2002 — 2006
Associates in Business Administration, Business Administration, Finance, and Human Resources Management
Wells Fargo Advisors January 2014 - August 2015
Wells Fargo June 2012 - August 2015
Wells Fargo June 2011 - June 2012
Hat World / Lids.com November 2007 - December 2011
Skills
Customer Service, Sales, Retail Sales, Time Management, Data Entry, Retail, File Management, Outlook, Customer Satisfaction, Inventory Management, PowerPoint, Merchandising, Critical Thinking, Microsoft Excel, Teamwork, Filing, Visual Merchandising, Social Networking
Education
California State University-Fullerton 2008 — 2012
Bachelor of Arts (BA), Business Administration/Finance
Wells Fargo Advisors, LLC 2010 - Present
Wells Fargo Advisors March 2010 - July 2011
Smith Barney September 1992 - January 2009
Paine Webber February 1990 - September 1992
Merrill Lynch Life Insurance July 1987 - February 1990
EF Hutton April 1983 - July 1987
Skills
Estate Planning, Wealth Management, Sales, Coaching, Team Building, Training, Best Selling Author, Alternative Investments, Wealth, Long Term Care Insurance, Retirement Planning, Insurance, Life Insurance, Financial Advisory, Strategic Financial..., Fixed Annuities, Financial Analysis, Retirement, Series 63, IRAs, Series 6, Asset Allocation, Series 7, Investment Advisory, Mutual Funds
Education
College for Financial Planning 1987 — 1989
CFP, Financial Services
California State University-Fullerton, Mihaylo College of Business and Economics 1972 — 1974
BA, Marketing & Business Admin
Long Beach City College
Wells Fargo October 2014 - Present
Carnetics LLC 2013 - Present
Ziff Davis, Inc. January 2011 - December 2013
Logic Media LLC January 2006 - December 2010
Wells Fargo Advisors March 2004 - June 2009
Skills
Wealth Management, Relationship Management, Investments, Financial Services, Loans, Finance, Private Banking, Mortgage Lending, Credit, Insurance, Credit Analysis, Retirement Planning, Business Strategy, Digital Strategy, Ad Networks, Digital Marketing, Online Advertising, Mobile Advertising, SEO, Social Media, Content Strategy, Digital Media, New Media, Blogging, Editorial, Content Management, Publishing, Rich Media, Start-up Ventures, Google Adwords, Google Analytics, Automotive Aftermarket, Automotive Products, Commercial Banking
Education
California State University-Fullerton 1999 — 2004
Bachelor of Arts (B.A.), Business Finance
Warner Bros. Entertainment Group of Companies August 2015 - Present
Warner Bros. Entertainment Group of Companies June 2014 - August 2015
Billabong 2013 - 2014
Sony Pictures Entertainment 2011 - 2013
The Walt Disney Company July 2010 - December 2010
STUSSY, INC. September 2009 - May 2010
Wells Fargo Advisors November 2008 - May 2010
Skills
Microsoft Excel, Forecasting, Finance, Fashion, Leadership, Financial Analysis, Financial Forecasting, Financial Reporting, Social Media, PowerPoint, Outlook, Account Reconciliation, Financial Modeling, SAP, Microsoft Word, Marketing, Microsoft Office, Photoshop, Customer Service, Budgets, Financial Accounting, Essbase, JD Edwards, MS Excel Pivot Tables, Hyperion Enterprise, Variance Analysis, Accounting, Project Planning, Sarbanes-Oxley Act, Analytics, Analysis, Strategy
Education
California State University-Long Beach - College of Business Administration 2008 — 2010
Bachelor of Science, Finance
SAFE Credit Union September 2012 - Present
Chase Investment Services, Corp May 2012 - September 2012
NYLIFE Securities, LLC January 2012 - May 2012
Wells Fargo Advisors May 2009 - January 2012
Wachovia Bank March 2008 - May 2009
Washington Mutual Bank/Chase Bank May 2004 - March 2008
US Bank October 1999 - March 2008
Skills
Social Skills, Finance, Banking, Retirement Planning, Insurance, IRA's, Retirement, Mutual Funds, Annuities, Term Life Insurance, Retirement Income..., Savings, Business Planning, Customer Service, Coaching, Customer Relations, Credit, Loans, Problem Solving, Mentoring, Strategic Planning, Small Business, Bi-lingual, Communications, Inter-personal, Notary Public, Fixed Annuities, Mortgage Lending, Communication
Education
CSU Sacramento 2010 — 2010
CSU Stanislaus 1998 — 1999
Integrated Services Audits Analysis & Controls "IS2AC" May 2015 - Present
Africa Equity & Investment Group February 2015 - Present
In Vino Veritas California "IVVC" May 2010 - Present
Wells Fargo Advisors June 2009 - November 2011
Wells Fargo June 2009 - November 2011
Citi July 2007 - March 2009
Skills
Finance, Customer Service, Financial Analysis, Budgets, Marketing, Financial Reporting, Forecasting, Event Management, Event Planning, Strategic Planning, Management, Sales, Sales Management, Team Building, Marketing Strategy, Banking, Hospitality, Microsoft Excel, Food, Business Development
Education
University of Phoenix 2007 — 2009
Master of Business Administration (MBA), Business Administration
California State University-Hayward 1999 — 2001
Political Science/Pre-Law, International Studies
Chabot College 1996 — 1998
International Studies, International Relations and Affairs
Wells Fargo Advisors 2012 - 2012
El Camino College 2010 - 2011
Knott's Berry Farm 2006 - 2007
Skills
Computer Security, Market Research, Online Research, Accurate Data Entry, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Bilingual-English/Chines...
Education
California State University-Long Beach 2011 — 2013
Bachelor of Science (B.S.), Business Administration and Human Resources Management
El Camino College 2008 — 2011
Associate's degree, General Studies
U.S. Bank July 2012 - Present
Wells Fargo Advisors 2009 - 2011
Wells Fargo and Co 2003 - 2009
Wells Fargo 2000 - 2003
DoughNet Inc 1999 - 2000
Wells Fargo 1994 - 1997
Wells Fargo 1993 - 1994
Wells Fargo 1990 - 1993
Wells Fargo 1989 - 1990
Wells Fargo 1985 - 1989
Skills
Wealth Management, Call Center, Operations Management, Compliance, Risk Management, Client Services, Business Strategy, Certified Public..., Mass Affluent Strategies, Contact Center Strategy, Contact Center..., Call center start-up, Fiduciary Services, Trust Operations, Wealth Management..., Private Bank, Internet Banking, Mobile Banking, Direct Banking, Alternate Channels, Phone Banking, Financial Services, Leadership, Management, Mutual Funds, Program Management, Call Centers
Education
California State University-Fresno 1973 — 1976
BA
Ernst & Young March 2012 - Present
California State University, Chico August 2007 - December 2011
Men's Lacrosse CSU Chico August 2009 - June 2011
Community Legal Information Center February 2010 - December 2010
Wells Fargo Advisors June 2009 - July 2009
Skills
PowerPoint
Education
California State University-Chico 2007 — 2011
Business Administration- Financial Services & Financial Management, Economics
JPMorgan Chase & Co. December 2014 - Present
Westside Tennis and Fitness January 2010 - Present
Weatherford June 2014 - September 2014
JCC Maccabi Games (Community Service) January 2014 - September 2014
Grant Thornton LLP January 2014 - May 2014
Cabot Oil & Gas Corporation June 2013 - December 2013
Core Laboratories July 2012 - February 2013
Agecom America July 2010 - April 2012
Wells Fargo Advisors March 2011 - January 2012
Education
University of Saint Thomas 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General, 3.9
California Polytechnic State University-San Luis Obispo 2005 — 2009
bachlores of science, Biochemistry
Wells Fargo Advisors April 2010 - Present
California State University, Long Beach January 2009 - August 2010
United States Senate September 2008 - January 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Economics, Public Speaking, Leadership, Photoshop, Access, Event Planning, Customer Service, Finance, Financial Analysis, Data Analysis, Investments, Organization, Research, Microsoft Office, Strategic Planning, Time Management
Education
University of Southern California 2015 — 2018
Master of Business Administration (MBA)
California State University-Long Beach 2009 — 2012
Bachelor of Science, Business Administration - Management Information Systems, Decisions Technologies
Wells Fargo December 2014 - Present
Wells Fargo Advisors February 2014 - Present
Wells Fargo February 2014 - December 2014
Wells Fargo November 2010 - February 2014
Wells Fargo December 2009 - November 2010
Skills
Portfolio Management, Commercial Banking, Banking, Account Management, Organizational..., Customer Service, Product Marketing, Leading People, Financial Advisory, Private Banking, Relationship Management
Education
California State University-Fullerton 2001 — 2007
Organizational Communications, Human Communications
Wells Fargo Advisors September 2009 - Present
Morgan Stanley Smith Barney June 2005 - September 2009
Skills
Series 7, FINRA, Securities, Mutual Funds
Education
San Diego State University-California State University 2003 — 2005
MA, Communication-Media Studies
California State University, Fresno 1998 — 2001
BA, Journalism
Buchanan High
Linked Investments, Ltd. February 2015 - Present
Merrill Lynch Wealth Management, Bank of America Corporation May 2014 - December 2014
Wells Fargo Advisors May 2012 - May 2014
Education
Waseda University 2001 — 2003
Master's Degree, MBA in Venture Capital Management
University of Colorado Denver 1994 — 1998
Bachelor's Degree, Geological and Earth Sciences/Geosciences
California State University-Los Angeles
Chemistry
Washington University in St. Louis December 2012 - Present
Wells Fargo Advisors August 2011 - July 2012
Wells Fargo Advisors September 2009 - January 2011
SAIC March 2009 - September 2009
Wachovia Securities November 2007 - March 2009
Lockheed Martin March 2006 - November 2007
MetaMatrix April 2005 - January 2006
Anheuser-Busch October 2003 - April 2005
Charles Schwab August 2000 - November 2001
Pivia, Inc. 1999 - 2000
Skills
User Experience, Testing, Test Planning, Software Quality..., Quality Assurance, User Acceptance Testing, Quality Center, SDLC, QTP, Requirements Analysis, Unix, SharePoint, Test Management, HP QTP, Manual Testing, Integration, Regression Testing, Test Automation, Oracle, Software Documentation, System Testing, Test Cases, SQL
Education
California State University-Hayward 1990 — 1992
BS, Computer Science
State Farm – The Moultrie Financial Group June 2012 - Present
Wells Fargo Advisors July 2007 - June 2012
MetLife May 2000 - August 2005
Aegon Nederland June 1995 - May 2000
Skills
Insurance, Property & Casualty..., Commercial Insurance, Health Insurance, Term Life Insurance, Life Insurance, Disability Insurance, Umbrella Insurance, General Insurance, Casualty, Fixed Annuities, Liability
Education
UCLA Anderson School of Management
Certificate in Financial Planning, MBA-Business Administration and Management, General
California State University-Long Beach
Bachelor's degree, Business Administration Finance/Real Estate
Wells Fargo Advisors June 2002 - Present
Skills
Financial Advising, Marketing, Mutual Funds, Financial Advisory, Investments, Financial Risk, Wealth Management, Customer Service, Financial Analysis, Portfolio Management, Strategic Financial..., Retirement Planning, Sales, Finance
Education
Butler University 1992 — 1997
Bachelor of Science (B.S.), Finance
Cincinnati Moeller High School 1988 — 1992
Wells Fargo Home Mortgage August 2007 - Present
Wells Fargo Advisors June 2003 - March 2012
United States Army Reserve September 2001 - April 2011
Skills
Refinance, Banking, Investment Properties, FHA, Financial Advisory, Loans, Finance, Fixed Annuities, Financial Services, Social Media, Leadership, Investments, Credit, Small Business, Risk Management, Executive Management, Referrals
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2008
Business Administration / Finance, Finance, Accounting, Marketing, Operation Management, Business Law, Insurance, Real Estate
Westminster High School
Westminster High School
Westminster High School
Wells Fargo Advisors January 2009 - Present
Wachovia Securities, LLC August 2001 - October 2011
A.G. Edwards & Sons, Inc. August 2001 - October 2007
Merrill Lynch Investment Managers December 1992 - August 2001
The Press Enterprise November 1990 - December 1992
Skills
Investments, Finance, Mergers & Acquisitions, Retirement Planning, Small Business, Fixed Annuities
Education
California State University-Long Beach 2003 — 2004
CSPG, Financial Planning
San Diego State University-California State University 1999 — 2000
Certificate in Personal Financial Planning, Personal Financial Planning
University of Northern Iowa 1986 — 1990
BA, Economics, Science, Communications
California State University-Dominguez Hills 1988 — 1989
University of Northern Iowa
Bachelors
Wells Fargo Advisors October 2014 - Present
Oppenheimer & Co. Inc. November 2009 - October 2014
Wells Fargo Advisors August 2008 - November 2009
Bank of America December 2003 - February 2008
Skills
Alternative Investments, Equities, Investments, Asset Allocation, Retirement Planning, Fixed Income, Mutual Funds, Securities, Investment Strategies, Capital Markets, Bloomberg, Financial Modeling, Equity Research, CompTIA A+ Certification, Institutional..., Fund of Hedge Funds, Private Equity, Sales of Restricted and..., Single Strategy Hedge..., Equity and Fixed Income..., Exchange Traded Funds, 401k Rollovers, Retirement, Multigenerational..., Insurance Investment..., Financial Services, Estate Investment..., Business-Succession..., Risk Management..., Tax-Efficient Strategies, Wealth-Preservation..., Due Diligence, Offshore Investments, EB5, Cash Management
Education
California State Polytechnic University-Pomona
Bachelor of Science in Business Administration
Wells Fargo Advisors February 2003 - Present
Skills
401(k) Rollovers, Financial Advisory, Asset Allocation, Retirement Planning, Wealth Management, Investment Planning, Insurance, Strategic Planning, Mutual Funds, Investments, Securities, Business-owner Planning, Concentrated Stock..., Fixed-income Strategies, Bonds, Annuities, Tax-efficient Strategies, Estate Planning, Finance, Wealth Management..., Retirement, Investment Strategies, Asset Management, Life Insurance
Education
California State University, Fresno 1996 — 2001
Business, Marketing
Clovis West High School 1992 — 1996
Wells Fargo Advisors July 2011 - Present
Morgan Stanley Smith Barney November 2006 - July 2011
Edward Jones Investments March 2001 - November 2006
US Navy September 1991 - June 1996
Skills
Finance, Navy, 401k Rollovers, Asset Allocation, Deferred Compensation, Financial Advisory, investment planning, Investments, Retirement, Retirement Planning, Retirement Plan..., Wealth Preservation...
Education
University of Iowa 2015 — 2016
Bachelor's Degree, Entrepreneurial Management
CSU Stanislaus
Business Administration, Finance
Wells Fargo Bank N.A July 2014 - Present
Wells Fargo Advisors October 2011 - Present
SunTrust Bank July 2008 - December 2009
US Navy October 2003 - February 2008
Skills
Series 6, Series 7, Series 63, Series 65, Investments, Financial Services, Financial Advisory, Portfolio Management, CRM, Loans, Retirement Planning, Credit, Cross Selling, Life Insurance, IRAs, Retail Banking, Commercial Banking, Equities, Fixed Annuities, Lines Of Credit, Annuity Sales, Variable Annuities, Mutual Funds, Wealth Management, Finance
Education
Old Dominion University 2010 — 2011
Business
California State University-Los Angeles 2001 — 2003
Business
Wells Fargo Health Savings Accounts November 2012 - Present
Wells Fargo Advisors February 2011 - November 2012
Wells Fargo Insurance Services October 2004 - January 2011
Axiom Advisors & Consultants, Inc. July 2001 - August 2004
Barnett Cox & Associates March 2001 - June 2001
Skills
Brand Management, Integrated Marketing, Marketing Communications, Marketing Strategy, New Business Development, Marketing, Advertising, Editing, Sales Management, Financial Analysis, Sales, Brand Awareness, Risk Management, Strategic Planning, Consulting
Education
California Polytechnic State University-San Luis Obispo
BA, Business Administration, Marketing
Enloe Medical Center June 2014 - May 2015
Department of Veterans Affairs March 2013 - June 2014
Stifel Financial Corp. July 2011 - July 2012
Wells Fargo Advisors February 2007 - July 2011
United States Department of Defense July 2004 - September 2007
United States Air Force August 2000 - May 2002
Skills
Microsoft Office, Public Speaking, Event Planning, Administrative..., Leadership, Teamwork, Time Management, Management, Critical Thinking, Project Management, Research, Social Networking, Social Media, Nonprofits, Public Relations, Office Management, Leadership Development, Salesforce.com, Oracle, QuickBooks, Training, Customer Service, Team Building, Strategic Planning, Policy, Marketing, Sales, Microsoft Excel
Education
Simpson University 2014 — 2015
Bachelor of Arts (BA), Organizational Leadership, Business Administration and Management, General
Butte College 2013 — 2013
Associates of Arts (AA), Social and Behavioral Sciences, Business Administration and Management, General
Tirpak Miller Investment Group of Wells Fargo Advisors, LLC 2011 - Present
Wells Fargo Advisors 2010 - 2011
YMCA of Orange County 2006 - 2011
Imperial Middle School 2009 - 2010
San Diego State University 2006 - 2008
Skills
Retirement Planning, Investments, Finance, Insurance, Alternative Investments, Mutual Funds, Investment Strategies, Retirement, Management, Securities, Financial Advisory, Asset Allocation, IRAs, Financial Services, Strategic Planning, Executive Management, Equities, Financial Analysis, Employee Benefits, Financial Modeling, Private Equity, Valuation, Small Business, Mergers & Acquisitions, Hedge Funds, Personal Finance, Fixed Annuities, Financial Markets
Education
San Diego State University-California State University
B.A., Mathematics, Education
California State University-Fullerton
Mathematics Credential, Education
Universidad Antonio de Nebrija
Spanish Language and Literature
Wells Fargo Advisors July 2014 - Present
Wells Fargo May 2013 - Present
United States Postal Service March 2010 - January 2011
Skills
Public Speaking, Public Relations, Sales, Microsoft Office, Microsoft Word, PowerPoint, Research, Team Leadership, Financial Analysis, Management, Graphic Design, Business Planning, Business Development, Business Intelligence, Business Analysis, Small Business, Business Process..., Banking, Credit, Customer Service, Loans, Relationship Management, Retail Banking
Education
California State University-Stanislaus 2011 — 2013
Bachelor's Degree, Accounting and Finance
Pitman high school 2004 — 2008
Wells Fargo Advisors August 2014 - Present
UBS Financial Services, Inc. April 2013 - August 2014
Alpha Chi Omega Fraternity, Inc. May 2012 - December 2012
Yogurtland March 2011 - May 2012
Yogurtland September 2010 - March 2011
Education
California State University-Fullerton 2010 — 2014
Bachelor of Business Administration (BBA), Concentrating in Finance, Junior
PRITCHARD ASSET MANAGEMENT July 2014 - Present
BancWest Investments February 2009 - March 2014
Wachovia Securities August 2007 - December 2008
BANC OF AMERICA INVESTMENT SERVICES May 2002 - June 2007
Wells Fargo Advisors August 1992 - May 2002
Skills
Investments, Asset Management, Financial Analysis, Customer Service, Management, Portfolio Management, Financial Planning, Microsoft Office, Microsoft Excel, Financial Services, Client Rapport, Long-term Customer..., Finance, Retirement Planning, Wealth Management
Education
California State University-Chico 1986 — 1990
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Ameriprise Financial Services, Inc. December 2008 - Present
Wells Fargo Advisors January 2002 - November 2008
Edward Jones Investments February 1995 - October 2002
Education
Cabrini College
Associates, Business
Salesforce October 2015 - Present
Bank of the West November 2013 - Present
Bank of America Merrill Lynch August 2011 - November 2013
Wells Fargo Advisors August 2008 - August 2011
Wells Fargo Advisors January 2006 - August 2008
City of Gilroy Community Services June 1999 - September 2005
Skills
Wealth Management, Investment Strategies, Series 7, Series 63, Retirement Planning, Mutual Funds, Investments, Retirement, Strategic Financial..., Asset Allocation, Fixed Annuities, Securities, Investment Advisory, Portfolio Management, Financial Advisory, Series 6, Banking, Credit, Financial Services, Relationship Management, Loans
Education
CSU Chico 2003 — 2005
Bachelor's degree, Kinesiology and Exercise Science
Gavilan College 2001 — 2003
Associate's degree, General Studies
Startup Institute June 2015 - Present
International Creative Productions January 2014 - June 2015
Bank of America Merrill Lynch June 2007 - April 2014
Wells Fargo Advisors June 2004 - November 2006
Associated Students Presents July 2003 - May 2004
Skills
Sales, Relationship Management, Account Management, Business Development, Strategic Partnerships, Leadership, Analysis, Strategy, Event Planning, Capital Markets, Prime Brokerage, Training, Music, Music Industry, Live Events, Hedge Funds, Equities, Securities, Options, Talent Booking, Concert Production, ETFs, Alternative Investments, Electronic Trading, Securities Lending, Series 7, Fixed Income
Education
California State University-Chico 2001 — 2004
Bachelor's Degree, Finance and Financial Management Services
Oakley February 2015 - Present
Oakley December 2012 - February 2015
Celtic Leasing Corp. August 2012 - December 2012
Celtic Leasing Corp. June 2011 - August 2012
Cypress High School October 2007 - August 2011
Wells Fargo Advisors October 2010 - June 2011
Los Angeles County Office of Education May 2006 - January 2009
Skills
Marketing, Leadership, Human Resources, Sales, Customer Service, Management, Employee Relations, Social Networking, Social Media, Training, Microsoft Office, Public Speaking, Microsoft Excel, Interviews, Event Planning, Time Management, Team Building, Employee Training, Talent Acquisition, Teamwork, Coaching, Account Management, Applicant Tracking..., PowerPoint, Microsoft Word, Outlook, Organizational..., Employee Benefits, Leadership Development, Data Analysis, Office Management, SAP, Critical Success Factors, Taleo, Survey Monkey
Education
California State University-Long Beach 2005 — 2010
Bachelor of Science, Human Resources Management
Nestlé September 2015 - Present
Morgan Stanley June 2014 - May 2015
CalFirst National Bancorp April 2014 - June 2014
Wells Fargo Advisors November 2013 - March 2014
Vision Care Medical Group May 2007 - November 2009
Skills
Dynamic Forecasting, Financial Modeling, SAP, Essbase, Valuation, Budget Forecasts, Ad Hoc Reporting, MS Excel Pivot Tables, Data Analysis, Financial Analysis, Banking, Project Management, Strategic Planning, Business Analysis, Target Costing, Performance Reporting
Education
California State University-Long Beach 2010 — 2013
Bachelor of Science (BS), Finance and Analytics
St. Francis High School (La Cañada) 2004 — 2008
Scholar Student Athlete
Coldwell Banker Northern California 2015 - Present
GunnJerkens Marketing Communications January 2011 - 2014
Toastmasters International April 2008 - January 2011
Orthopaedic & Spine Care Physical Therapy May 2006 - April 2008
Wells Fargo Advisors April 2001 - September 2004
Skills
Social Media, Microsoft Office, Marketing Communications, Public Relations, Public Speaking, Social Media Marketing, Event Planning, Marketing Strategy, Marketing, Advertising, Social Networking, Blogging, Event Management, Press Releases, Team Leadership, SEO, Email Marketing, Facebook, Team Building, Management, Newsletters, Strategy, Fundraising, Strategic Planning, Training, Integrated Marketing, Leadership, Corporate Communications, Online Marketing, Copywriting, Nonprofits, Coaching, Customer Service, Online Advertising, Digital Marketing, Small Business, Leadership Development, Budgets
Education
New England College 2013 — 2014
Master of Science (MS), Real Estate Management
Fuller Theological Seminary 2009 — 2013
MA, Cross-Cultural Studies and International Development
Hope International University 2010 — 2012
MBA, Management
California State University-Long Beach 2004 — 2007
BA, Communications-Rhetoric & Public Policy
Wells Fargo Advisors December 2013 - Present
JPMorgan Chase & Co. December 2012 - December 2013
Wells Fargo August 2012 - December 2012
Wells Fargo June 2012 - August 2012
Wells Fargo October 2011 - June 2012
Skills
Credit, Mortgage Lending, Portfolio Management, Customer Service, Banking, Loans, Credit Analysis, Mortgage Banking
Education
California State University-Fullerton
Northwestern Mutual February 2015 - Present
Bank of America July 2014 - May 2015
Bank of America July 2012 - July 2014
Wells Fargo Advisors January 2010 - April 2010
Wells Fargo July 2009 - January 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Analysis, Communication, Customer Service, Public Speaking, Event Planning, Social Networking, Strategic Planning, Team Building, Management, Social Media, Finance, Time Management, Marketing
Education
California State University-Fullerton 2000 — 2006
Bachelor's degree
California State University-Fullerton, Mihaylo College of Business and Economics 2000 — 2006
Bachelor's Degree
LPL Financial - Perennial Group November 2014 - Present
Wells Fargo Advisors June 2013 - November 2014
Merrill Lynch September 2011 - June 2013
Education
California State University-Channel Islands
Bachelor’s Degree, Business
UCLA Extension
Certified Financial Planning
University of California, Santa Barbara
Electrical Engineering
Wells Fargo Advisors September 2014 - Present
Wells Fargo January 2014 - Present
Wells Fargo Advisors January 2014 - September 2014
Wells Fargo January 2014 - September 2014
Wells Fargo January 2013 - September 2014
Patiño Properties December 2003 - December 2012
Switch, LLC June 2012 - September 2012
MannEdge Properties INC December 2007 - June 2012
MannEdge Properties Inc December 2007 - May 2012
Bonn &Feeney, LLP March 2006 - December 2007
Skills
Real Estate, Office Administration, Communication, Business Strategy, Office Management, Apple, Microsoft Office, QuickBooks, Outlook, Business Ethics, Legal Assistance, Accounting, Accounts Payable, Account Reconciliation, Accounts Receivable, Spanish-speaking, Bookkeeping, Telephone Skills, Sales, Team Building, Property Management, Finance, Account Management, Administration, Budgets, Business Planning, Customer Service, Event Management, Event Planning, Expenses, Human Resources, Invoice Processing, Invoicing, Leadership, Management, Marketing, Microsoft Excel, Microsoft Word, Negotiation, Nonprofits, Payroll, PowerPoint, Purchasing, Real Estate Transactions, Small Business
Education
California State University-East Bay 2005 — 2007
MBA, Management
Cal State University Hayward 2002 — 2005
BS Degree, Business Administration; Accounting
Hanson McClain Advisors 2013 - Present
UC Davis Extension December 2014 - Present
Financial Planning Association of Northern California August 2012 - January 2014
Wells Fargo Advisors June 2006 - 2013
Regency Electric Company 2005 - 2006
Region 4 Education Service Center 2002 - 2005
Skills
Relationship Management, Microsoft Office, Team Leadership, Wealth Management, Public Speaking, Personal Financial..., Marketing, Microsoft Excel, Sales Presentations, Customer Service, Leadership, Strategic Financial..., Investments, Series 7, Retirement, Mutual Funds, Asset Allocation, Financial Advisory, Finance, Retirement Planning, Estate Planning, Portfolio Management, Investment Strategies, Investment Advisory, Financial Planners, Fixed Annuities, Wealth Management..., 401k, Uniform Combined State..., Asset Management, Finacial, Wealth Accumulation..., Income for Life, Saving for Education, 401k Rollovers, Traditional IRA, Tax-advantaged..., Investment Portfolio..., Global Tactical Asset..., Risk Budgeting, Tactical Asset..., Retirement Plan..., Financial Literacy..., Personal Budgeting, Business Intelligence, Market Intelligence
Education
California Lutheran University
Master of Business Administration (M.B.A.), Financial Planning
College for Financial Planning
CFP® Certification Professional Education Program, Estate Planning
Hawaii Pacific University
BSBA Finance and AS Management, Graduated Cum Laude
Lone Star College
Associate of Arts, Marketing
Wells Fargo Advisors June 2015 - August 2015
Wells Fargo Advisors June 2013 - September 2013
VIZIO June 2012 - August 2012
Skills
Microsoft Word, Microsoft Office, Customer Service, Microsoft Excel, Sales, Cold Calling, Market Research, Social Media, Marketing, Creative Services, PowerPoint, Marketing Strategy, IAD, Public Speaking, Social Networking, Teamwork, Time Management, Event Planning, Adobe Creative Suite, Leadership
Education
CSU Chico 2011 — 2016
Bachelor of Business Administration (BBA), Marketing
JPMorgan Chase & Co. September 2015 - Present
Wells Fargo Home Mortgage 2013 - April 2015
Wells Fargo Advisors 2010 - 2013
Wells Fargo 2008 - 2010
PNC 2007 - 2008
Merrill Lynch 2005 - 2007
Wells Fargo 2003 - 2005
Northwestern Mutual 2001 - 2003
Skills
Mortgage Lending, Loan Origination, Mortgage Banking, Refinance, Underwriting, Wealth Management, Loans, FHA, Banking, Financial Services, Commercial Lending, Consumer Lending, Small Business Lending, Commercial Banking, Portfolio Management, Sales, Investments, Financial Analysis, Series 7, Customer Service, Credit Analysis, Credit Risk, Credit
Education
Argosy University Washington, DC 2007 — 2010
MBA, Business Administration
California State University-Northridge 2001 — 2003
BA, Psychology
Los Angeles Pierce College 1999 — 2001
AA, General
Wells Fargo Advisors August 2007 - Present
UBS Wealth Management July 2001 - August 2007
Skills
401k Rollovers, Asset Allocation, Financial Advisory, Insurance, Relationship Management, Retirement Planning, Mutual Funds, Bonds, Variable Annuities, Fixed Annuities, Strategic Planning, Wealth Preservation...
Education
California State University-Long Beach
Bachelor's Degree, Finance and Financial Management Services
Los Alamitos High
Wells Fargo Advisors January 2002 - Present
Sutro and Company March 1996 - January 2002
Smith Barney Shearson June 1991 - March 1996
Skills
Fixed-Income..., Securities,..., 401K Rollovers,..., Long Term Care...
Education
California State Polytechnic University-Pomona 1978 — 1982
Bachelor's Degree, Drama and Business
Wells Fargo Advisors 2010 - Present
Morgan Stanley Smith Barney 2009 - 2010
Smith Barney 2004 - 2009
Skills
Deferred Compensation, Estate Investment..., Insurance, Investments, Multigenerational..., Retirement Planning, Wealth Preservation...
Education
California State University-Bakersfield 1985 — 1990
Bachelor of Science, Business Adminstration concentration in Finance
North High
Ray Morgan Company June 2015 - Present
Ricoh Americas Corporation July 2012 - June 2015
Bank of the West January 2012 - June 2012
Wells Fargo Advisors 2008 - 2010
Tri Global Inc January 2006 - 2008
Skills
Microsoft Office, Leadership, Sales Management, Customer Service, Management, Sales, Key Account Management, Salesforce.com, Budgets, Finance, Account Management, Sales Process, Microsoft Excel, Process Improvement, Team Leadership, Solution Selling, Team Building, Direct Sales
Education
California State University, Fresno 1998 — 2000
Bachelor's Degree, Business Administration and Management, General
GFOS Concepts, Inc DBA MotoIQ.com January 2004 - Present
Wells Fargo Advisors June 2006 - Present
Wells Fargo Advisors March 2010 - October 2011
Nissan Performance Magazine January 2004 - January 2008
Smith Barney December 2004 - June 2006
Skills
General Securities..., Uniform Combined State..., California Resident..., California Notary..., Investments, Financial Advisory, Credit, Finance, Automotive, Insurance, Mutual Funds, Marketing, Vehicles, Marketing Communications, Strategic Financial..., Retirement Planning, Financial Services, Banking, Trust, Retirement, Estate Planning, Fixed Annuities, Automotive Aftermarket, Social Media Marketing, Marketing Strategy, Strategic Planning, Social Media, Product Development, Team Building, Financial Analysis, Series 7, New Business Development, Online Advertising, Financial Modeling, Account Management
Education
California State University-Long Beach - College of Business Administration 2002 — 2005
B.S., Finance, International Business
Shade Hotel April 2014 - Present
Wells Fargo Advisors January 2011 - April 2014
Redondo Beach Unified School District January 2008 - May 2013
Riptides Boys’ Volleyball Club July 2004 - April 2010
Manhattan Beach Parks and Rec Dept March 2007 - August 2008
Skills
Event Planning, Coordinating Activities, Team Leadership, Organization, Client Service, Time Management, Microsoft Office, Budgets, Social Networking, Client Services, PowerPoint, Training, Fundraising, Customer Service, Research, Social Media, Marketing, Public Speaking, Staff Development
Education
California State University-Long Beach 2007 — 2011
Bachelor of Science (BS), Parks, Recreation and Leisure Studies
West Torrance High School 2003 — 2007
Wedbush Securities February 2015 - Present
Wells Fargo Advisors July 2013 - February 2015
Scottrade August 2011 - August 2012
OC American Movers inc. January 2008 - June 2011
Yavari, Asad - Premiere Accounting January 2011 - May 2011
Irvine Company January 2006 - January 2008
Ameriquest Mortgage January 2003 - January 2006
Skills
Finance, Accounting, Investments, Corporate Finance, Managerial Finance, Sales, Financial Accounting, Time Management
Education
California State University-Los Angeles 2009 — 2011
Bachelor of Science (BS), Business Administration, Option: Finance
California State University-Los Angeles 2009 — 2011
Bacheler of Science, Finance
North Georgia Military University
North Georgia Military University
Commonwealth Financial Network May 2011 - Present
Wells Fargo Advisors January 2010 - May 2011
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) May 2009 - January 2010
Wachovia Bank July 2006 - May 2009
Skills
Series 7, Retirement Planning, Retirement, Financial Advisory, Series 24, Series 63, Mutual Funds, Wealth Management, Investments, 401k, FINRA, Securities, Financial Services, Series 6, Customer Service
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelors of Science, Economics with concentration in Management
California Polytechnic State University-San Luis Obispo
Wells Fargo Advisors
Skills
Securities Litigation, Securities Market, Securities Regulation, Legal Writing, FINRA, Arbitration, Corporate Governance, Litigation, Securities, Analysis, Legal Research, Trusts, Licensing, Civil Litigation, Trials, Commercial Litigation, Corporate Law, Mediation
Education
California State University-Los Angeles 1982 — 1984
ABA Cert, Paralegal/Communications
ACFE Certified Financial Fraud Examiner
Financial Forensics and Fraud Investigation
Wells Fargo Advisors December 2009 - Present
Edward Jones May 2007 - December 2009
Pan American World Airways January 1980 - December 1984
Skills
Series 7, Retirement Planning, Uniform Combined State..., 401k Rollovers, Wealth Management, Series 65, Series 63, Investment Advisory, Retirement, Mutual Funds, IRAs, Saving for Education
Education
California State University-Los Angeles
University of Southern California
Wells Fargo Advisors September 2008 - Present
Lehman Brothers August 2006 - August 2008
Bernstein Global Wealth Management July 2002 - August 2006
AllianceBernstein June 2002 - August 2006
Comdisco June 1988 - May 2002
Memorex 1983 - 1988
Education
San Jose State University 1985 — 1986
MBA, Finance
California State University-Chico 1980 — 1983
B.S., Business Administration, Finance
Del Mar High School 1974 — 1979
Wells Fargo Advisors November 1983 - Present
Skills
Investments, Financial Services, Financial Analysis, Asset Allocation, Mutual Funds, Investment Strategies
Education
California Polytechnic State University-San Luis Obispo 1977 — 1980
BS in Business Adminsistration, Management
Oracle January 2015 - Present
J.P. Morgan securities LLC December 2011 - July 2014
Bank of America Merrill Lynch May 2010 - November 2011
Wells Fargo Advisors December 2006 - May 2010
Skills
Business Development, Personal Financial..., Sales, Relationship Management, Building Relationships, Networking, Connecting People, CRM, Cross-functional Team..., Consulting, Financial Analysis, Customer Service, Leadership, Marketing, Management, Relationship Building, Strategy, Financial Services, Account Management
Education
California State University-East Bay 2005 — 2007
Wells Fargo Advisors February 2013 - Present
Robert W. Baird & Co. January 2010 - February 2013
Morgan Stanley Smith Barney 2009 - 2010
Smith Barney 1996 - 2009
Shearson Lehman 1989 - 1996
E. F. Hutton 1985 - 1989
Thomson Mckinnon Securites 1979 - 1985
Skills
Retirement Planning, Investments, Securities, Wealth, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Alternative Investments, Estate Planning..., Strategic Planning, Asset Management, Portfolio Management, Financial Advisory, Estate Planning, FINRA, Equities
Education
University of Evansville 1974 — 1978
BS, Accounting
College for Financial Planning
CFP®
Butler University
MBA, Business
Bosse High School 1970 — 1974
Wells Fargo Advisors September 1999 - Present
Key Investment Services September 1997 - September 1999
Charles Schwab May 1993 - September 1997
Skills
Asset Allocation, Investments, Retirement Planning, Asset Management, Financial Advisory, High Net Worth..., Wealth, Investment Advisory
Education
University of Southern Maine - School of Business 1998 — 2001
MBA, Finance
California State University-Long Beach - College of Business Administration 1987 — 1991
BS, Finance
Titan Sports Recap August 2013 - Present
Wells Fargo Advisors November 2012 - May 2015
Champs Sports August 2012 - January 2013
Skills
News Writing, Video Editing, Videography, News Anchoring, Adobe Creative Cloud, Photoshop, People Skills
Education
California State University-Fullerton 2011 — 2016
Bachelor’s Degree, Communication and Media Studies, senior
USC Gould School of Law August 2014 - Present
Long Beach City Attorney's Office June 2015 - August 2015
Wells Fargo Advisors November 2013 - July 2014
KCPR 91.3 June 2012 - June 2013
Tardiff Law Offices 2012 - June 2013
Poly Escapes Climbing Park September 2011 - June 2013
Cal Poly State University September 2010 - June 2013
Banzai Surf Camp June 2009 - August 2012
Education
California Polytechnic State University-San Luis Obispo 2010 — 2013
Cum Laude: Bachelor of Arts (B.A.), Philosophy - Ethics and Society
USC Gould School of Law
USC Gould School of Law
USC Gould School of Law
Oakwood Capital Management June 2014 - Present
American Funds June 2013 - June 2014
Morgan Stanley February 2013 - July 2013
Wells Fargo Advisors November 2011 - February 2013
Merrill Lynch March 2011 - September 2011
Skills
Sales, Marketing, Microsoft Office, Salesforce.com, ACT client management, iOS, Financial Advisory
Education
California State University-Long Beach 2008 — 2013
Bachelor's degree, Marketing
Wells Fargo Advisors March 2011 - Present
RBC Wealth Management November 2007 - March 2011
UBS October 2001 - November 2007
Skills
Financial Services, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Insurance, Securities, Relationship Management, Investments
Education
California State University-Hayward - School of Business and Economics 2001 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
California State University-Sacramento 1998 — 2001
Bachelor's Degree, Business, Management, Marketing
Wells Fargo October 2014 - Present
Wells Fargo October 2013 - October 2014
Wells Fargo August 2012 - October 2013
Wells Fargo Advisors August 2010 - August 2012
Wells Fargo Private Client Services / Wealth Management Group 2002 - August 2010
H.D. Vest Financial Services 2001 - 2002
Skills
Wealth Management, Series 7, Management, Portfolio Management, Financial Services, Risk Management, Credit, Banking
Education
California State University-East Bay 2008 — 2011
BA, Liberal Studies/Business
Diablo Valley College 1997 — 2000
AA, Liberal Studies
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)
CJ Affiliate by Conversant (formerly Commission Junction) April 2014 - Present
CJ Affiliate by Conversant (formerly Commission Junction) January 2014 - May 2014
CJ Affiliate by Conversant (formerly Commission Junction) March 2012 - December 2013
Martini Media Network August 2010 - February 2012
Wells Fargo Advisors June 2008 - February 2010
San Luis Trust Bank June 2007 - June 2008
Cameron Financial Group July 2005 - June 2007
Skills
Business Development, Account Management, Customer Service, Project Management, Microsoft Office, Project Coordination, Collaboration Solutions, Financial Planning, Management, Online Advertising, Sales, Affiliate Marketing, Online Marketing, Leadership, CRM
Education
California Polytechnic State University Agricultural Business 2003 — 2008
Bachelor of Science, Agribusiness Finance and Appraisal
California Polytechnic State University-San Luis Obispo 2003 — 2008
Agricultural Business, Finance and Appraisal
San Luis Obispo High SchoolHigh School 1999 — 2003
Ameriprise Financial Services, Inc. March 2012 - Present
Wells Fargo Advisors February 2006 - March 2012
Citicorp Investments Services February 2003 - February 2006
Sagemark Consulting March 2001 - February 2003
Education
California State University-Chico 1988 — 1993
International Relations, Environmental Psychology
El Cerrito High School
Wells Fargo Advisors March 2007 - Present
Skills
Retirement Planning, Insurance, Financial Analysis, Investments, Retirement, Finance, Investment Strategies, Financial Services, Wealth Management, Leadership, Banking, Mutual Funds, Customer Service
Education
California State University-Fullerton - College of Business and Economics 1994 — 1996
Bachelor's degree, Business / Finance
Los Angeles Unified School District July 2009 - Present
Los Angeles Unified School District July 1997 - May 2011
Broadway Department Stores June 1990 - June 1995
Wells Fargo Advisors February 1986 - June 1990
Saks Fifth Avenue June 1983 - June 1985
Education
California State University-Los Angeles 2000 — 2001
MA, Education Administration
Rutgers University-New Brunswick 1979 — 1983
BA, Business & English
Wells Fargo Advisors July 2015 - Present
Wells Fargo Bank March 2012 - July 2015
Merrill Lynch October 2010 - March 2012
Wells Fargo Bank June 2002 - October 2010
Education
California State University-Fullerton
BA, Political Science & Business Administration
J.P. Morgan Chase Bank, N.A. March 2014 - Present
Wells Fargo Advisors February 2013 - March 2014
Wells Fargo July 2009 - February 2013
A & M Flooring America February 2004 - July 2009
Skills
Consumer Lending, Credit, Mortgage Lending, Loans, Credit Analysis, FHA, Banking, Commercial Banking, Commercial Lending, Cross Selling, Financial Analysis, Investments, Lines Of Credit, Loan Origination, Refinance, Residential Mortgages, Sales, Sales Management, Small Business Lending, Wealth Management, Investment Properties, Government Loans
Education
California State University, Fresno 2000 — 2003
Biology, Physiology
Wells Fargo Advisors January 2009 - Present
Skills
Investments, Retirement Planning, Mutual Funds, Retirement, Asset Allocation, Securities, 401k Rollovers, Equities, 401k, Investment Strategies, Alternative Investments, Life Insurance, Fixed Income, Insurance, Strategic Investment...
Education
California State University-Long Beach 1989 — 1992
Bachelor of Applied Science (B.A.Sc.), Finance, General
Wells Fargo Advisors 2009 - Present
Wachovia, A Wells Fargo Company February 2007 - January 2011
AXA Financial Services February 2000 - June 2005
Skills
Process Improvement, PMO, Risk Management, Vendor Management
Education
California State University, Fresno 1973 — 1977
BA, Liberal Studies/Special Education
VERSA Engineering & Technology 2012 - 2013
Allstate 2006 - 2011
Wind River 2000 - 2002
IKON Office Solutions 1999 - 2000
Waste Management 1996 - 1999
Wells Fargo Advisors 1992 - 1996
Deloitte 1990 - 1991
Skills
Financial Project..., Business Objects, Oracle Financial, QuickBooks, Hyperion Financial..., Change Management, Financial Analysis, Strategic Financial..., Business Intelligence, Business Management, Budgeting, Forecasting, Variance Analysis, Out of the Box Thinking, Increasing Operational..., Project Finance, Accounting
Education
Cal State Hayward 1988 — 1990
Master of Business Administration (MBA), 3.7
University of Kansas 1980 — 1984
Bachelor of Business Administration (B.B.A.)
Bechtel Corporation June 2012 - Present
Bechtel Corporation February 2012 - September 2012
Wells Fargo Wealth Managment June 2011 - February 2012
Wells Fargo Advisors July 2010 - May 2011
Wells Fargo Bank February 2008 - July 2010
Washington Mutual Card Services July 2007 - February 2008
CrusierCustomizing June 2007 - July 2007
Nor-Ski Sports August 2006 - June 2007
Dublin Iceland December 2005 - August 2006
Nobix, Inc July 2005 - December 2005
Skills
Banking, Financial Modeling, Financial Reporting, Credit Risk, Trade Finance, Investments, Microsoft Office, Microsoft Excel, Treasury Services, Finance, Sales, Letters of Credit, Legal Documents, MS Office Suite, Excel, Financial Sales, Commercial Banking, PowerPoint, Wire Transfers, Bank Guarantees, Financial Forecasting, Document Review, Document Drafting, Documentary Collections, Sunguard, International Banking, Contract Negotiation, Technology, Alternative Investments, Financial Audits, Hockey, Interest Calculation, Financial Markets, Fund Of Funds, Free Cash Flow, NPV, IRR, Economics, Financial Economics, Bloomberg Terminal, Adobe Acrobat, Analysis, Treasury Workstation, Risk Management, Financial Analysis
Education
California State University-East Bay 2005 — 2010
Bachelor of Science, Business Administration
Foothill High School 2001 — 2005
Diploma, General - Weighted in Math
SOV Premier Logistics, LLC June 2013 - Present
TIAA-CREF March 2013 - Present
Wells Fargo Advisors August 2012 - February 2013
Wells Fargo December 2007 - August 2012
American Express Financial Advisors 2002 - 2004
Skills
Commercial Banking, Banking, Wealth Management, Mutual Funds, Customer Relations, Insurance, Customer Service, Strategic Financial..., Financial Analysis, Retirement Planning, Relationship Management, Portfolio Management, Financial Services, Asset Managment, Mortgage Lending, Investments
Education
California Lutheran University 2005 — 2007
Masters of Business Administration, Financial Planning
University of California, Los Angeles 2001 — 2002
Bachelor's of Arts, Sociology
JP Morgan Chase Bank, NA. June 2010 - Present
Essex National Securities, Inc February 2007 - October 2010
Atlas Securities October 2005 - February 2007
Wells Fargo Advisors March 1993 - October 2005
Atlas Securities, Inc June 1990 - March 1993
World Savings Bank January 1988 - January 1990
Education
California State University-Long Beach
Wells Fargo Advisors January 2009 - Present
Education
California State University, Fresno 1990 — 1994
B.S., Environmental Health Science (I.H.)
TCFG Wealth Management February 2015 - Present
Palomar Financial Services, LLC October 2014 - February 2015
Summit Wealth Management July 2013 - September 2014
Experience Unlimited April 2013 - July 2013
J.D. Mellberg Financial June 2012 - May 2013
Wells Fargo Advisors September 2004 - October 2011
Skills
Retirement Planning, Series 7, Investments, Life Insurance, Mutual Funds, Estate Planning, Series 63, Financial Services, Wealth Management, Finance, Securities, Insurance, Strategic Financial..., Portfolio Management, Financial Advisory, Investment Advisory, Microsoft Excel, Banking, Investment Strategies, Retirement, Life & Health Insurance..., Asset Allocation, Financial Analysis, Relationship Management, Microsoft Word, Risk Management, Alternative Investments, PowerPoint, Financial Modeling, Uniform Combined State..., Employee Benefits, Word, Excel, Series 66, Series 65, Financial Planning, Cash Management, Small Business, Fixed Income, Asset Management
Education
Cal State Fullerton 2000 — 2004
Bachelor of Arts (B.A.), Business Administration, Finance
LHHS
Wells Fargo Advisors April 2010 - Present
Wells Fargo July 2007 - Present
LendingTree December 2006 - May 2007
Starbucks September 2006 - December 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Windows, Outlook, Budget, Teaching, HTML, Psychology, Travel
Education
Pepperdine University 2010 — 2012
Master's degree, Psychology
California State University-Long Beach 2006 — 2009
Bachelor's degree, Psychology
Saddleback College 2004 — 2006
Associate's degree, Psychology
Premier Executives Realty and Investments January 2008 - Present
Wells Fargo Advisors January 2002 - February 2003
Kayne Anderson Rudnick March 1999 - January 2002
Capital Group August 1994 - March 1999
Education
California State University-Los Angeles 1990 — 1996
Bachelor, Business Administration-Finance
Wells Fargo Advisors October 2014 - Present
The Schulten Group of Wells Fargo Advisors, LLC August 2013 - October 2014
The Schulten Group of Wells Fargo Advisors, LLC August 2010 - August 2013
The Schulten Group of Wells Fargo Advisors, LLC February 2009 - August 2010
The Schulten Group of Morgan Stanley Smith Barney June 2008 - February 2009
Skills
Wealth Management, Retirement Planning, Portfolio Management, Financial Analysis, Investments, Investment Advisory, Asset Allocation, Financial Modeling
Education
California State University-Long Beach - College of Business Administration 2004 — 2009
Bachelors of Science in Business Administration, International Business and Finance
La Universidad Compultense de Madrid 2006 — 2007
Study Abroad Program, Geography, Spanish Linguistics, International Business and Economics, Spanish History and Literature
The Zia Group May 2014 - Present
Keller Williams Realty - Santa Barbara April 2014 - Present
Wyndham Vacation Ownership May 2013 - August 2013
San Francisco Modern Real Estate July 2012 - April 2013
Coldwell Banker Real Estate February 2012 - June 2012
Wells Fargo Advisors January 2010 - July 2010
Skills
Microsoft Office, Excel, Customer Service, Customer Relations, Outlook, PowerPoint, Social Media, Social Networking, Public Speaking, Social Media Marketing, Marketing, Sales, Negotiation, Time Management, Budgets, Strategic Planning, Market Research, Microsoft Excel, Investments, Marketing Communications, Single Family Homes, Sellers, Training, Online Marketing, Condos, Marketing Strategy, Investment Properties, Real Estate, Short Sales, Salesforce.com, Leadership, Contract Negotiation, Selling, Advertising, Customer Satisfaction, Facebook, Retail, Referrals, Account Management, Cold Calling, Team Building, Finance, Business Development, Foreclosures, Real Estate Transactions, New Business Development, Relocation, Sales Management
Education
California State University-Long Beach 2006 — 2010
Bachelor's degree, Marketing
California State University-Long Beach 2006 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
Wells Fargo Advisors June 2010 - October 2013
Hauser and Associates July 2006 - August 2007
Carlisle Power Transmissions April 2002 - February 2006
South County Newspapers August 1999 - March 2002
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Administrative..., Organization Skills, Office Administration, Conference Coordination, Event Planning, Business Travel, Travel Management, Accounts Payable, Adobe Acrobat, Accounts Receivable, Collections, Time Management, File Management, Concur, Social Media, Hiring, Human Resources, Tax Returns, Customer Service, Document Review
Education
Cabrillo College
Business Administration and Management, General
Santa Cruz High School
College/University Preparatory and Advanced High School/Secondary Diploma Program
Wells Fargo Advisors June 2013 - Present
Edward Jones October 2005 - June 2013
RadioShack January 1997 - October 2005
Skills
Microsoft Office, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Teaching, Strategic Planning, Budgets
Education
California State University-Chico 1987 — 1992
Bachelor's degree, Business Administration and Management, General
Oakmont High School 1984 — 1987
Wells Fargo Advisors June 1984 - Present
Education
California State University-Long Beach 1966 — 1971
Bachelor's Degree, Education, Cum Laude
Merrill Lynch 2013 - Present
J.P. Morgan January 2011 - Present
Wells Fargo Advisors October 2007 - August 2011
Education
California State University-Fullerton
Wells Fargo Advisors Personal BankerWells Fargo BankJune 2010 - Present
Wells Fargo Financial May 2009 - May 2010
Education
Cal Poly San Luis Obispo 2004 — 2008
Finance
West Coast Realty Group November 2006 - Present
Wells Fargo Advisors February 2003 - February 2004
Skills
Investment Properties, Real Estate Investor, Investment Advisory, Financial Advisory, Real Estate, Short Sales, REO, Sellers, Negotiation, Property Management, Marketing Strategy, First Time Home Buyers, Contract Negotiation, Asset Management, Foreclosures, Buyers, Relocation, Sales, Banking, Residential Homes, Real Estate Transactions, Single Family Homes, Management, Construction, Investors, Buyer Representation
Education
California State University-Chico 2000 — 2002
Computer Science, Programing and Business
Columbia College 1997 — 1999
Computer Science & Liberal Studies
California Department of Rehabilitation October 2012 - Present
Wells Fargo Advisors April 2011 - August 2011
Platinum Plus Music Group July 2007 - January 2011
Law Offices of Wayne Johnson June 2008 - July 2009
Longs' Drugs July 1998 - April 2006
Avis Rental Car Center November 2000 - February 2005
Education
California State University-East Bay 2007 — 2010
B.S, Business Administration (option in Marketing Management)
College of Alameda 2004 — 2007
A.A, Social Science, Business Administration, Liberal arts
Skyline High School 1996 — 1999
Diploma
Emerald Isle Quilting October 2008 - Present
Wells Fargo Advisors 2008 - 2013
Skills
Entrepreneurship, Small Business
Education
California State Polytechnic University-Pomona
Agricultural Business Management
Wells Fargo Advisors 2008 - 2012
Skills
Microsoft Excel, Microsoft PowerPoint, Microsoft Access for..., Microsoft Word, strong analytical and...
Education
California State University-Long Beach 2006 — 2012
Bachelor of Science (BSc), Finance, General
Citi Personal Wealth Management October 2012 - Present
Wells Fargo Advisors 2011 - 2012
Wells Fargo Advisors 2009 - 2011
Wachovia Securities/Wells Fargo Advisors 2007 - 2009
Citicorp Investment Services/Smith Barney 2003 - 2007
Citicorp Investment Services 1997 - 2003
American Express Financial Advisors 1994 - 1997
Skills
I care deeply about my..., I make many FAs better., Wealth Management, Investments, Retirement Planning, Mutual Funds, Insurance, Portfolio Management, Financial Services, Relationship Management, Investment Advisory, Strategic Financial..., Asset Allocation, Fixed Annuities, Retirement, Banking, Securities, Finance, Financial Advisory, Financial Analysis, Financial Planning, Wealth Management...
Education
The American College
ChFC, CLU
Certified Financial Planner Board of Standards, Inc.
CFP
California State University-Los Angeles
Master of Business Administration (M.B.A.), Marketing
Nankai University, Tianjin, China
Bachelor of Arts (BA), Tourism
Wells Fargo Advisors August 2012 - Present
Baskin Robbins October 2010 - 2012
Alameda County November 2010 - November 2010
Skills
Retirement Planning, Banking, Mutual Funds, Financial Analysis, Credit, Loans, Investments
Education
California State University-East Bay 2015 — 2017
Bachelor’s Degree, Accounting and Business/Management
Laney College 2011 — 2015
Associate’s Degree, Accounting and Business/Management
First Republic Bank November 2011 - Present
Wells Fargo December 2009 - November 2011
Wells Fargo Advisors October 2007 - December 2009
Wells Fargo March 2005 - October 2007
Lucasfilm February 2001 - March 2005
Aspen Music Festival and School May 1997 - September 2000
New World Symphony August 1999 - June 2000
Skills
Loans, Mortgage Lending, Banking, Small Business Lending
Education
California State University-Chico 1993 — 1998
Bachelor of Arts (BA), Music
Wells Fargo Advisors May 1996 - Present
Education
College of Financial Planning 2003 — 2004
CFP Certification Professional Education Program, Financial Planning and Services, a
California State University-Los Angeles 1997 — 2001
Master of Arts (M.A.), Industrial and Organizational Psychology, A
Thunderbird School of Global Management 1974 — 1975
Master of Business Administration (MBA), Business Administration and Management, General, a
University of Hawaii at Manoa 1973 — 1974
Bachelor of Arts (B.A.), Chinese Language and Literature, A
Wells Fargo Advisors June 1987 - Present
Education
California Lutheran University 1978 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General, Graduated with Honors
Eastern Kentucky University August 2015 - Present
Eastern Kentucky University August 2013 - May 2015
WestCare Foundation January 2012 - June 2012
Wells Fargo Advisors January 2009 - June 2010
Skills
Psychotherapy, Criminal Justice, Private Investigations, Customer Service, Investigation, Crisis Management, Risk Assessment, Criminal Law, Emergency Management, Critical Thinking, Case Managment, Supervisory Skills, Public Speaking, Policy, Criminology, Physical Security, Fraud, Enforcement, Case Management, Higher Education, Research, Student Affairs, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Academic Advising, Student Counseling, Student Engagement, Law Enforcement
Education
Eastern Kentucky University 2013 — 2015
Master of Science (MS), Criminal Justice/Safety Studies, 4.0 GPA
California State University-Fresno 2010 — 2012
Bachelor of Science (BS), Criminology, 3.3
Diablo Valley College 2008 — 2010
Transfered to a four year University, Criminology
IQMS August 2014 - Present
BrookLin Oaks Pharmacy Inc. May 2014 - Present
Raymond Boisvert 2014 - 2014
Wells Fargo Home Mortgage June 2013 - October 2013
Wells Fargo Advisors January 2011 - May 2013
Wells Fargo February 2007 - May 2013
HFC Bank August 2006 - January 2007
Albertsons January 2005 - June 2006
Albertsons 1996 - June 2006
City of Atascadero 1992 - 1996
Skills
Insurance, Credit Analysis, Sales, Customer Service, PowerPoint, Cold Calling, Microsoft Word, Public Speaking, Microsoft Office, Banking, Social Networking, Investments, Strategic Financial..., Credit, Commercial Lending, Mortgage Lending, Loans
Education
Cal Poly San Luis Obispo 2001 — 2003
Bachelor's degree, Business Administration and Management, General
Cuesta College 1995 — 2001
Associate of Arts (AA), Business Administration and Management, General
PRHS
Wells Fargo Advisors
Skills
Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Public Speaking
Education
California State University-Long Beach 2014 — 2016
Health Science, Community Health
Wells Fargo Advisors January 2012 - Present
Education
California State University-Chico 1988 — 1992
Bachelor of Science (B.S.), Business Administration
Wells Fargo Advisors January 1998 - Present
Dean Witter (now Morgan Stanley) June 1996 - January 1998
Education
California State University-Bakersfield 1986 — 1990
Bachelor of Science, Business Administration and Management, General
Transtar Autobody Technologies, Inc. May 2014 - Present
CES June 2011 - April 2014
Wells Fargo Advisors March 2009 - March 2011
Skills
Construction Management, Electrical Engineering, Project Estimation, Sales Management, Sales, Financial Analysis, Project Management, Business Development
Education
California Polytechnic State University-San Luis Obispo 2003 — 2008
BS, Construction Management
Wells Fargo Advisors September 1989 - Present
Education
College for Financial Planning 1995 — 1999
Certified Financial Planner™
California State University-Fullerton, Mihaylo College of Business and Economics 1985 — 1998
Bachelor's degree, Finance
Wells Fargo Advisors September 2012 - Present
US Bancorp Investment Inc July 2010 - September 2012
Chase Investment Service Corporation June 1998 - July 2010
Skills
Retirement Planning, Estate Planning, Investment Management, Mutual Funds, Life Insurance, Investment Planning, Estate Investment...
Education
California State University-Long Beach 1995 — 1997
Bachelor of Science (B.S.), Kinesiology
California State University-Northridge