Wells Fargo Bank
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 Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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17,543 Wells Fargo Bank employees in database. Find out everything there's to know about Wells Fargo Bank 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 Bank Employees
Employee
Years
Job
Industry
Tyrone Li Tyrone Li's Wells Fargo Bank Experience October 2011 - October 2012
Job Contract Specialist at salesforce.com, 3Sig Investor, Options Trader
Industry Computer Software
Experience
Salesforce May 2014 - Present
Salesforce October 2012 - April 2014
Wells Fargo Bank October 2011 - October 2012
Little Brothers - Friends of the Elderly (San Francisco) August 2011 - October 2011
UCSD August 2010 - June 2011
Skills
Digital Photography, CRM, Salesforce.com, Customer Service, Analysis, OS X, Social Media Marketing, Sales, Cloud Computing, Windows, Time Management
Education
University of California, San Diego 2007 — 2011
Bachelor's of Science, Human biology
University of California, San Diego 2007 — 2011
Minor, Economics
Salesforce May 2014 - Present
Salesforce October 2012 - April 2014
Wells Fargo Bank October 2011 - October 2012
Little Brothers - Friends of the Elderly (San Francisco) August 2011 - October 2011
UCSD August 2010 - June 2011
Skills
Digital Photography, CRM, Salesforce.com, Customer Service, Analysis, OS X, Social Media Marketing, Sales, Cloud Computing, Windows, Time Management
Education
University of California, San Diego 2007 — 2011
Bachelor's of Science, Human biology
University of California, San Diego 2007 — 2011
Minor, Economics
Sasha Zhu Sasha Zhu's Wells Fargo Bank Experience 2010 - 2011
Job Citigold Relationship Manager at Citi
Industry Financial Services
Experience
Citbank N.A. December 2014 - Present
JPMorgan Chase March 2013 - November 2014
JPMorgan Chase September 2011 - March 2013
Wells Fargo Bank 2010 - 2011
Skills
Cantonese, Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Finance, Microsoft Word, Investments, Portfolio Management, Risk Management, Sales
Education
University of California, Santa Barbara 2006 — 2010
B.A, Economics/Mathematics, Chinese with a minor in Statistics
Citbank N.A. December 2014 - Present
JPMorgan Chase March 2013 - November 2014
JPMorgan Chase September 2011 - March 2013
Wells Fargo Bank 2010 - 2011
Skills
Cantonese, Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Finance, Microsoft Word, Investments, Portfolio Management, Risk Management, Sales
Education
University of California, Santa Barbara 2006 — 2010
B.A, Economics/Mathematics, Chinese with a minor in Statistics
Peter Deragon, Executive Search Peter Deragon, Executive Search's Wells Fargo Bank Experience 1987 - 1994
Job Executive Search Consultant
Industry Executive Office
Experience
Deragon Executive Search, LLC October 1994 - December 2007
Wells Fargo Bank 1987 - 1994
Paine Webber Inc 1984 - 1986
The Pacific Bank June 1983 - June 1984
Bank of America June 1981 - June 1983
Skills
Executive Search, CEOs, Recruiting, CFOs, Talent Management, Business Development, Structure Interviews, Information Technology, Compliance, Chief Investment..., Investment Management, Analysts, Chartered Financial..., Start-ups, Venture-Backed Companies, Leadership Development, Performance Benchmarking, Compensation Structure..., Investments, Asset Managment, Compensation Structures, Portfolio Management, Investment Banking, Sourcing, Entrepreneurship, Wealth Management, Executive Management, Asset Management, Management, Credit, Financial Services, Banking, Chief Information..., Chief Financial Officers, Mergers & Acquisitions, Due Diligence, Venture Capital, Strategy, Leadership, Restructuring, Consulting, Private Equity, Onboarding, Management Consulting, Emerging Markets, Risk Management, Business Planning, Temporary Placement, Hedge Funds, Corporate Finance
Education
University of California Santa Barbara 1978 — 1981
BA
Palos Verdes High 1973 — 1977
Deragon Executive Search, LLC October 1994 - December 2007
Wells Fargo Bank 1987 - 1994
Paine Webber Inc 1984 - 1986
The Pacific Bank June 1983 - June 1984
Bank of America June 1981 - June 1983
Skills
Executive Search, CEOs, Recruiting, CFOs, Talent Management, Business Development, Structure Interviews, Information Technology, Compliance, Chief Investment..., Investment Management, Analysts, Chartered Financial..., Start-ups, Venture-Backed Companies, Leadership Development, Performance Benchmarking, Compensation Structure..., Investments, Asset Managment, Compensation Structures, Portfolio Management, Investment Banking, Sourcing, Entrepreneurship, Wealth Management, Executive Management, Asset Management, Management, Credit, Financial Services, Banking, Chief Information..., Chief Financial Officers, Mergers & Acquisitions, Due Diligence, Venture Capital, Strategy, Leadership, Restructuring, Consulting, Private Equity, Onboarding, Management Consulting, Emerging Markets, Risk Management, Business Planning, Temporary Placement, Hedge Funds, Corporate Finance
Education
University of California Santa Barbara 1978 — 1981
BA
Palos Verdes High 1973 — 1977
David Musicant David Musicant's Wells Fargo Bank Experience October 1988 - January 1993
Job Managing Director at Union Bank/MUFG
Industry Banking
Experience
MUFG/Union Bank July 2006 - Present
Union Bank April 1995 - July 2006
HJ Meyers & Co February 1994 - April 1995
Banque Francaise January 1993 - February 1994
Wells Fargo Bank October 1988 - January 1993
Skills
Commercial Banking, Bank Management, Client Management, Deal Origination, General Management, Team Building
Education
UCSB 1983 — 1988
Bachelor of Arts (B.A.), Business/Managerial Economics
MUFG/Union Bank July 2006 - Present
Union Bank April 1995 - July 2006
HJ Meyers & Co February 1994 - April 1995
Banque Francaise January 1993 - February 1994
Wells Fargo Bank October 1988 - January 1993
Skills
Commercial Banking, Bank Management, Client Management, Deal Origination, General Management, Team Building
Education
UCSB 1983 — 1988
Bachelor of Arts (B.A.), Business/Managerial Economics
Clayton Halsey, CPA's Wells Fargo Bank Experience March 2006 - December 2007
Job Revenue Accountant at NetSuite
Industry Accounting
Experience
NetSuite June 2015 - Present
EY September 2013 - May 2015
UC Santa Cruz September 2011 - June 2013
The Village Pub July 2008 - August 2011
Wells Fargo Bank March 2006 - December 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Accounting, Research, Teamwork, Data Analysis, Banking, Swimming, Leadership, Tax, Running, Road Biking, Team Management, Auditing, Financial Analysis, Financial Accounting, Management, Financial Reporting, Public Speaking
Education
University of California, Santa Cruz 2011 — 2013
Bachelor's degree, Business Management Economics; Accounting focus
Canada College 2008 — 2010
NetSuite June 2015 - Present
EY September 2013 - May 2015
UC Santa Cruz September 2011 - June 2013
The Village Pub July 2008 - August 2011
Wells Fargo Bank March 2006 - December 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Accounting, Research, Teamwork, Data Analysis, Banking, Swimming, Leadership, Tax, Running, Road Biking, Team Management, Auditing, Financial Analysis, Financial Accounting, Management, Financial Reporting, Public Speaking
Education
University of California, Santa Cruz 2011 — 2013
Bachelor's degree, Business Management Economics; Accounting focus
Canada College 2008 — 2010
Pedro Urrutia Pedro Urrutia's Wells Fargo Bank Experience August 1997 - February 1998
Job Chief Financial Officer
Industry Investment Management
Experience
Clearlake Capital Group September 2010 - Present
Tennenbaum Capital Partners, LLC August 2000 - September 2010
First Quadrant August 1999 - August 2000
Trust Company of the West February 1998 - August 1999
Wells Fargo Bank August 1997 - February 1998
Wells Fargo August 1996 - August 1997
Education
University of California, Santa Barbara 1994 — 1996
BA, Business Economics
Clearlake Capital Group September 2010 - Present
Tennenbaum Capital Partners, LLC August 2000 - September 2010
First Quadrant August 1999 - August 2000
Trust Company of the West February 1998 - August 1999
Wells Fargo Bank August 1997 - February 1998
Wells Fargo August 1996 - August 1997
Education
University of California, Santa Barbara 1994 — 1996
BA, Business Economics
BRENDA ENCINAS BRENDA ENCINAS's Wells Fargo Bank Experience July 2012 - Present
Job Business Banker
Industry Banking
Experience
Wells Fargo Bank July 2012 - Present
Wells Fargo Bank October 2010 - July 2012
Wells Fargo Bank, N.A. February 2006 - October 2010
Enterprise Rent-A-Car June 2004 - February 2006
Skills
Spanish, Brazilian Portuguese
Education
UC Santa Barbara 1998 — 2003
Portuguese, Portuguese
Wells Fargo Bank July 2012 - Present
Wells Fargo Bank October 2010 - July 2012
Wells Fargo Bank, N.A. February 2006 - October 2010
Enterprise Rent-A-Car June 2004 - February 2006
Skills
Spanish, Brazilian Portuguese
Education
UC Santa Barbara 1998 — 2003
Portuguese, Portuguese
Justin Zealand Justin Zealand's Wells Fargo Bank Experience 2002 - 2007
Job Lead iOS Engineer at Madison Reed
Industry Information Technology and Services
Experience
Madison Reed March 2015 - Present
Zealand Tech October 2007 - Present
ActivityPal / TurnUpp July 2014 - February 2015
StumbleUpon June 2013 - June 2014
NetApp April 2012 - April 2013
Walmart.com / @WalmartLabs November 2010 - March 2012
Delta Dental June 2007 - June 2010
Centered Networks July 2008 - June 2009
Wells Fargo Bank 2002 - 2007
Stanford Skolar MD January 2001 - March 2002
Skills
Android, iPhone development, Mobile Applications, Java, JavaScript, J2EE, Web Services, Java Enterprise Edition, Software Development, Testing, iOS development, XML, Objective-C, SOA, Mobile Devices, MySQL, Integration, Enterprise Software, Programming, Spring, User Interface Design, Scrum, Agile Methodologies, HTML 5, jQuery, Android Development, Unix, Tomcat, Software Design, AJAX, Agile Project Management, Software Engineering, Subversion, Eclipse, Web Development, Databases, SQL, Software Project..., Web Applications, Linux, iOS Development, iOS
Education
University of California, Santa Cruz Extension 2003 — 2004
Certificate in Object Oriented Programming & C/C++, Object Oriented Programming & C/C++
West Virginia University 1995 — 1997
Master of Music, Music Performance, 3.9 GPA
West Virginia University 1991 — 1995
Bachelor of Music, Music Performance, 3.9 GPA
Allegany High School 1987 — 1991
3.9 GPA
Madison Reed March 2015 - Present
Zealand Tech October 2007 - Present
ActivityPal / TurnUpp July 2014 - February 2015
StumbleUpon June 2013 - June 2014
NetApp April 2012 - April 2013
Walmart.com / @WalmartLabs November 2010 - March 2012
Delta Dental June 2007 - June 2010
Centered Networks July 2008 - June 2009
Wells Fargo Bank 2002 - 2007
Stanford Skolar MD January 2001 - March 2002
Skills
Android, iPhone development, Mobile Applications, Java, JavaScript, J2EE, Web Services, Java Enterprise Edition, Software Development, Testing, iOS development, XML, Objective-C, SOA, Mobile Devices, MySQL, Integration, Enterprise Software, Programming, Spring, User Interface Design, Scrum, Agile Methodologies, HTML 5, jQuery, Android Development, Unix, Tomcat, Software Design, AJAX, Agile Project Management, Software Engineering, Subversion, Eclipse, Web Development, Databases, SQL, Software Project..., Web Applications, Linux, iOS Development, iOS
Education
University of California, Santa Cruz Extension 2003 — 2004
Certificate in Object Oriented Programming & C/C++, Object Oriented Programming & C/C++
West Virginia University 1995 — 1997
Master of Music, Music Performance, 3.9 GPA
West Virginia University 1991 — 1995
Bachelor of Music, Music Performance, 3.9 GPA
Allegany High School 1987 — 1991
3.9 GPA
Jason Richmond MBA PMP Jason Richmond MBA PMP's Wells Fargo Bank Experience November 2003 - August 2008
Job IT Operations Enercon
Industry Information Technology and Services
Experience
Enercon Services February 2014 - Present
Coca-Cola Enterprises April 2013 - February 2014
Lockheed Martin August 2008 - April 2013
Wells Fargo Bank November 2003 - August 2008
Shaw Systems Associates, Inc. April 1998 - November 2003
CGI (American Management Systems) 1996 - 1998
Metavante (Kirchman Corporation) 1995 - 1996
Skills
SDLC, Project Portfolio..., Software Project..., Enterprise Software, ITIL, Information Security, PMP, Security+, Network Security, Security Management, Security Operations
Education
University of Phoenix 2004 — 2007
Master of Business Administration (M.B.A.)
University of Central Florida 1989 — 1994
Bachelor’s Degree
Enercon Services February 2014 - Present
Coca-Cola Enterprises April 2013 - February 2014
Lockheed Martin August 2008 - April 2013
Wells Fargo Bank November 2003 - August 2008
Shaw Systems Associates, Inc. April 1998 - November 2003
CGI (American Management Systems) 1996 - 1998
Metavante (Kirchman Corporation) 1995 - 1996
Skills
SDLC, Project Portfolio..., Software Project..., Enterprise Software, ITIL, Information Security, PMP, Security+, Network Security, Security Management, Security Operations
Education
University of Phoenix 2004 — 2007
Master of Business Administration (M.B.A.)
University of Central Florida 1989 — 1994
Bachelor’s Degree
Lila Fakhraie Lila Fakhraie's Wells Fargo Bank Experience September 1986 - October 2001
Job Business Initiatives Manager
Industry Banking
Experience
Wells Fargo October 2014 - Present
Wells Fargo October 2013 - October 2014
BlackBerry March 2011 - August 2013
Oracle Corporation May 2008 - June 2010
AT&T May 2002 - April 2008
Wells Fargo Bank September 1986 - October 2001
Skills
Integration, Mergers, Income Statement, Managerial Finance, Conflict Resolution, Cost Accounting, Acquisitions, Vendor Management, Cross-functional Team..., Business Analysis, Process Improvement, Operations Management, Project Planning, Team Building, Project Management, Management, PMO, Leadership, Forecasting, Negotiation, Start-ups, Process Engineering, Outsourcing, Enterprise Software, Telecommunications, Team Management, Data Analysis, Change Management, Business Intelligence, Budgets, Sales Operations, Mergers & Acquisitions, Strategic Planning, PMP, Business Strategy, Team Leadership, Strategy, Project Portfolio..., Pricing, Governance, Executive Management, Business Process, Customer Satisfaction, CRM
Education
University of San Francisco 1980 — 1983
MBA, Business Administration/Finance
University of California, Santa Barbara 1978 — 1980
BA, Economics
Wells Fargo October 2014 - Present
Wells Fargo October 2013 - October 2014
BlackBerry March 2011 - August 2013
Oracle Corporation May 2008 - June 2010
AT&T May 2002 - April 2008
Wells Fargo Bank September 1986 - October 2001
Skills
Integration, Mergers, Income Statement, Managerial Finance, Conflict Resolution, Cost Accounting, Acquisitions, Vendor Management, Cross-functional Team..., Business Analysis, Process Improvement, Operations Management, Project Planning, Team Building, Project Management, Management, PMO, Leadership, Forecasting, Negotiation, Start-ups, Process Engineering, Outsourcing, Enterprise Software, Telecommunications, Team Management, Data Analysis, Change Management, Business Intelligence, Budgets, Sales Operations, Mergers & Acquisitions, Strategic Planning, PMP, Business Strategy, Team Leadership, Strategy, Project Portfolio..., Pricing, Governance, Executive Management, Business Process, Customer Satisfaction, CRM
Education
University of San Francisco 1980 — 1983
MBA, Business Administration/Finance
University of California, Santa Barbara 1978 — 1980
BA, Economics
Rebecca Peterson's Wells Fargo Bank Experience March 1984 - December 1994
Job Executive Director at KPMG
Industry Banking
Experience
KPMG August 2013 - Present
KPMG July 2012 - July 2013
KPMG Advisory Development 2007 - 2012
KPMG March 2004 - May 2007
Benjamin Consulting, LLP October 1999 - March 2003
Fleet Bank December 1994 - December 1999
Wells Fargo Bank March 1984 - December 1994
Macy's March 1980 - March 1984
Skills
IT Service Management, Public Policy, IT Outsourcing, Management Consulting, Governance, Business Process..., IT Strategy, Risk Management, Enterprise Risk..., Business Transformation, IT Audit, Change Management, Sarbanes-Oxley Act, Leadership, PMO, Strategy, Program Management, Management
Education
University of California, Santa Barbara 1978 — 1980
BS, Economics
University of California, San Diego 1976 — 1978
Bachelor of Arts (BA), Economics
KPMG August 2013 - Present
KPMG July 2012 - July 2013
KPMG Advisory Development 2007 - 2012
KPMG March 2004 - May 2007
Benjamin Consulting, LLP October 1999 - March 2003
Fleet Bank December 1994 - December 1999
Wells Fargo Bank March 1984 - December 1994
Macy's March 1980 - March 1984
Skills
IT Service Management, Public Policy, IT Outsourcing, Management Consulting, Governance, Business Process..., IT Strategy, Risk Management, Enterprise Risk..., Business Transformation, IT Audit, Change Management, Sarbanes-Oxley Act, Leadership, PMO, Strategy, Program Management, Management
Education
University of California, Santa Barbara 1978 — 1980
BS, Economics
University of California, San Diego 1976 — 1978
Bachelor of Arts (BA), Economics
Casey Grafeld's Wells Fargo Bank Experience January 2011 - Present
Job Business Acquisition Consultant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank January 2011 - Present
Wells Fargo Bank March 2009 - December 2010
Wachovia Bank January 2008 - March 2009
Skills
Loans, Commercial Banking, Banking, Small Business Lending, Portfolio Management, Credit, Mortgage Lending, Credit Analysis, Commercial Lending, Treasury Management
Education
University of California, Santa Barbara 1991 — 1994
Bachelor of Arts (BA), Business Economics with emphasis in Accounting
University of California, Santa Barbara
Business Economics with Emphasis in Accounting
Wells Fargo Bank January 2011 - Present
Wells Fargo Bank March 2009 - December 2010
Wachovia Bank January 2008 - March 2009
Skills
Loans, Commercial Banking, Banking, Small Business Lending, Portfolio Management, Credit, Mortgage Lending, Credit Analysis, Commercial Lending, Treasury Management
Education
University of California, Santa Barbara 1991 — 1994
Bachelor of Arts (BA), Business Economics with emphasis in Accounting
University of California, Santa Barbara
Business Economics with Emphasis in Accounting
Travis Tom Travis Tom's Wells Fargo Bank Experience June 2010 - December 2014
Job Financial Advisor with Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
Wells Fargo Bank June 2010 - December 2014
Skills
Investments
Education
University of California, Santa Barbara 1999 — 2004
Bachelor of Arts (B.A.), Law
Wells Fargo Advisors January 2015 - Present
Wells Fargo Bank June 2010 - December 2014
Skills
Investments
Education
University of California, Santa Barbara 1999 — 2004
Bachelor of Arts (B.A.), Law
Eric Viana Eric Viana's Wells Fargo Bank Experience 2007 - 2008
Job Exp. AssociateValuation at PwC
Industry Accounting
Experience
PwC April 2014 - Present
JUMP Investors October 2013 - December 2013
Palm Tree Advisors September 2012 - October 2013
Palm Tree Capital September 2012 - October 2013
Quantum Communications, LLC July 2008 - April 2011
Wells Capital Management April 2007 - March 2008
Wells Fargo Bank 2007 - 2008
Bank of America Private Bank, Banc of America Investment Services Inc. November 2004 - March 2006
Union Bank of California 2006 - 2006
Royal Bank of Canada August 2003 - October 2004
Skills
Private Equity, M&A execution, Valuation, Due Diligence, Management Consulting, Wealth Management, Economics, Banking, Equities, Excel, PowerPoint, New Business Development, Investments, Microsoft Excel, Start-ups, Entrepreneurship, Analysis, Venture Capital, Mergers & Acquisitions, Management
Education
IE Business School 2011 — 2012
MBA, Business
University of California, Santa Barbara 1999 — 2003
BA, Business Economics/Accounting
San Marcos High School 1994 — 1998
PwC April 2014 - Present
JUMP Investors October 2013 - December 2013
Palm Tree Advisors September 2012 - October 2013
Palm Tree Capital September 2012 - October 2013
Quantum Communications, LLC July 2008 - April 2011
Wells Capital Management April 2007 - March 2008
Wells Fargo Bank 2007 - 2008
Bank of America Private Bank, Banc of America Investment Services Inc. November 2004 - March 2006
Union Bank of California 2006 - 2006
Royal Bank of Canada August 2003 - October 2004
Skills
Private Equity, M&A execution, Valuation, Due Diligence, Management Consulting, Wealth Management, Economics, Banking, Equities, Excel, PowerPoint, New Business Development, Investments, Microsoft Excel, Start-ups, Entrepreneurship, Analysis, Venture Capital, Mergers & Acquisitions, Management
Education
IE Business School 2011 — 2012
MBA, Business
University of California, Santa Barbara 1999 — 2003
BA, Business Economics/Accounting
San Marcos High School 1994 — 1998
Kevin Herr Kevin Herr's Wells Fargo Bank Experience April 1996 - September 2010
Job Senior Relationship Manager at BBVA Compass
Industry Banking
Experience
BBVA Compass May 2013 - Present
Union Bank September 2010 - April 2013
Wells Fargo Bank April 1996 - September 2010
Skills
Cash Management, Treasury Management, Portfolio Management, Banking, Commercial Banking, Finance, Credit, Capital Markets, Loans, Investments, Financial Analysis, Financial Services, Credit Analysis, Commercial Lending, Cross Selling, Corporate Finance, Risk Management, Credit Risk, Relationship Management
Education
University of Southern California - Marshall School of Business
MBA, Finance
Wells Fargo Credit Management Training Program
University of California, Santa Barbara
BS, Biological Sciences
BBVA Compass May 2013 - Present
Union Bank September 2010 - April 2013
Wells Fargo Bank April 1996 - September 2010
Skills
Cash Management, Treasury Management, Portfolio Management, Banking, Commercial Banking, Finance, Credit, Capital Markets, Loans, Investments, Financial Analysis, Financial Services, Credit Analysis, Commercial Lending, Cross Selling, Corporate Finance, Risk Management, Credit Risk, Relationship Management
Education
University of Southern California - Marshall School of Business
MBA, Finance
Wells Fargo Credit Management Training Program
University of California, Santa Barbara
BS, Biological Sciences
Nicole De La Cruz Nicole De La Cruz's Wells Fargo Bank Experience April 2011 - April 2012
Job Vice President/ Business Relationship Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2012 - Present
Wells Fargo Bank April 2011 - April 2012
Wells Fargo July 2007 - April 2011
Skills
Commercial Banking, Credit, Banking, Commercial Lending, Credit Analysis, Loans, Real Estate, Small Business Lending, Retail Banking, Relationship Management, Lines Of Credit, Cross Selling, Financial Services, Loan Origination, Management, Mortgage Lending, Portfolio Management
Education
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts (B.A.), Sociology
JPMorgan Chase April 2012 - Present
Wells Fargo Bank April 2011 - April 2012
Wells Fargo July 2007 - April 2011
Skills
Commercial Banking, Credit, Banking, Commercial Lending, Credit Analysis, Loans, Real Estate, Small Business Lending, Retail Banking, Relationship Management, Lines Of Credit, Cross Selling, Financial Services, Loan Origination, Management, Mortgage Lending, Portfolio Management
Education
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts (B.A.), Sociology
Paul Branks Paul Branks's Wells Fargo Bank Experience 1986 - 1989
Job Regional Manager at East West Bank
Industry Banking
Experience
EastWest Bank August 2009 - Present
US Bank / Mellon First Business Bank January 2007 - August 2009
City National Bank 1989 - 2007
Wells Fargo Bank 1986 - 1989
Education
USC 1983 — 1985
MBA, Financial Institutions
University of California, San Diego 1975 — 1980
BA, Biology, Chemistry & Economics
EastWest Bank August 2009 - Present
US Bank / Mellon First Business Bank January 2007 - August 2009
City National Bank 1989 - 2007
Wells Fargo Bank 1986 - 1989
Education
USC 1983 — 1985
MBA, Financial Institutions
University of California, San Diego 1975 — 1980
BA, Biology, Chemistry & Economics
Maggie McNamara, CAPM Maggie McNamara, CAPM's Wells Fargo Bank Experience May 2000 - March 2013
Job VP/Business Systems Consultant, Technology & Operations Group
Industry Financial Services
Experience
Wells Fargo Bank May 2000 - March 2013
Private Practice 1991 - 1998
Skills
Business Analysis, Project Management, Document Management, SharePoint, Business Requirements, User Acceptance Testing, End User Training, Subject Matter Experts, Use Case, Legal Research, Legal Writing, Legal Documents, Presentations, User Interface Design, Business Writing, Brainstorm Facilitation, Business Process..., Hands-on Training, PMP, Training Delivery, Requirements Analysis, Business Process, Leadership, Instructor-led Training, Documentation Practices, Technical Documentation, Software Development, Requirements Gathering, Financial Services, Process Improvement, Testing, Construction Loans, Team Building, Software Implementation, Software Project..., Training, Gap Analysis, Loans, Mortgage Lending, Knowledge Base, Training Manuals, Vendor Management, Portfolio Management, Visio
Education
Villanova University 2013 — 2013
Master Certificate
Project Management Institute
Certified Associate in Project Management
Warrington College of Business, University of Florida 2003 — 2005
Master
Washington College of Law, The American University 1987 — 1990
Juris Doctor
University of California, Santa Barbara 1978 — 1982
Bachelor of Arts Degree
Wells Fargo Bank May 2000 - March 2013
Private Practice 1991 - 1998
Skills
Business Analysis, Project Management, Document Management, SharePoint, Business Requirements, User Acceptance Testing, End User Training, Subject Matter Experts, Use Case, Legal Research, Legal Writing, Legal Documents, Presentations, User Interface Design, Business Writing, Brainstorm Facilitation, Business Process..., Hands-on Training, PMP, Training Delivery, Requirements Analysis, Business Process, Leadership, Instructor-led Training, Documentation Practices, Technical Documentation, Software Development, Requirements Gathering, Financial Services, Process Improvement, Testing, Construction Loans, Team Building, Software Implementation, Software Project..., Training, Gap Analysis, Loans, Mortgage Lending, Knowledge Base, Training Manuals, Vendor Management, Portfolio Management, Visio
Education
Villanova University 2013 — 2013
Master Certificate
Project Management Institute
Certified Associate in Project Management
Warrington College of Business, University of Florida 2003 — 2005
Master
Washington College of Law, The American University 1987 — 1990
Juris Doctor
University of California, Santa Barbara 1978 — 1982
Bachelor of Arts Degree
Irina Herbert Irina Herbert's Wells Fargo Bank Experience August 2005 - July 2010
Job Marketing Service 2 at Hays Companies
Industry Insurance
Experience
Hays Companies May 2014 - Present
Wells Fargo Insurance Services April 2012 - May 2014
Wells Fargo Insurance Services July 2010 - April 2012
Wells Fargo Bank August 2005 - July 2010
Skills
PowerPoint, Account Management, Customer Service, Microsoft Excel, Underwriting, Outlook, Property & Casualty..., Financial Analysis, Microsoft Office, Insurance, Risk Management, Microsoft Word, Analysis, Banking, Customer Satisfaction, Leadership, Management, Sales, Team Building, Surplus Lines, Commercial Insurance, Liability, Automobile Liability, Umbrella Insurance
Education
University of California, Santa Cruz 2004 — 2008
Bachelor of Science (B.S.), Business Management Economics
Hays Companies May 2014 - Present
Wells Fargo Insurance Services April 2012 - May 2014
Wells Fargo Insurance Services July 2010 - April 2012
Wells Fargo Bank August 2005 - July 2010
Skills
PowerPoint, Account Management, Customer Service, Microsoft Excel, Underwriting, Outlook, Property & Casualty..., Financial Analysis, Microsoft Office, Insurance, Risk Management, Microsoft Word, Analysis, Banking, Customer Satisfaction, Leadership, Management, Sales, Team Building, Surplus Lines, Commercial Insurance, Liability, Automobile Liability, Umbrella Insurance
Education
University of California, Santa Cruz 2004 — 2008
Bachelor of Science (B.S.), Business Management Economics
Teresa Shoda Teresa Shoda's Wells Fargo Bank Experience November 2008 - January 2011
Job Manufacturing Lead
Industry Biotechnology
Experience
B. Braun Medical July 2015 - Present
B. Braun Medical October 2014 - July 2015
Dendreon (Seal Beach) December 2010 - October 2014
Wells Fargo Bank November 2008 - January 2011
Nektar June 2001 - February 2005
UCSC November 1999 - June 2001
Skills
Validation, Documentation, Manufacturing, Process Development, Quality Assurance, Process Simulation, Software Documentation, Sop, Quality Control, Process Improvement, Pharmaceutical Industry, Troubleshooting, Biotechnology, Cross-functional Team..., GMP, Training, Microsoft Office, Aseptic Technique, Aseptic Processing, FDA, Document Management, GLP, V&V, Biopharmaceuticals, Change Control, CAPA, GxP, Cleaning Validation
Education
Independence University 2003 — 2009
MBA, Health Care
University of California, Santa Cruz 1998 — 2001
BS, Mathematics
College of the Desert 1995 — 1998
AA, Liberal Arts
B. Braun Medical July 2015 - Present
B. Braun Medical October 2014 - July 2015
Dendreon (Seal Beach) December 2010 - October 2014
Wells Fargo Bank November 2008 - January 2011
Nektar June 2001 - February 2005
UCSC November 1999 - June 2001
Skills
Validation, Documentation, Manufacturing, Process Development, Quality Assurance, Process Simulation, Software Documentation, Sop, Quality Control, Process Improvement, Pharmaceutical Industry, Troubleshooting, Biotechnology, Cross-functional Team..., GMP, Training, Microsoft Office, Aseptic Technique, Aseptic Processing, FDA, Document Management, GLP, V&V, Biopharmaceuticals, Change Control, CAPA, GxP, Cleaning Validation
Education
Independence University 2003 — 2009
MBA, Health Care
University of California, Santa Cruz 1998 — 2001
BS, Mathematics
College of the Desert 1995 — 1998
AA, Liberal Arts
Robert Mislang's Wells Fargo Bank Experience June 2001 - December 2003
Job Relationship Management Vice President at Montecito Bank & Trust
Industry Banking
Experience
Montecito Bank & Trust November 2014 - Present
Montecito Bank & Trust April 2010 - November 2014
Rabobank, N.A. October 2007 - March 2010
Bank of America December 2003 - October 2007
Wells Fargo Bank June 2001 - December 2003
KTXL FOX40 Television June 2000 - June 2001
KCRA 3 NBC Television October 1999 - June 2000
Skills
Banking, Sales Management, Credit, Customer Service, Financial Planning, New Business Development, Strategic Planning, Coaching, Retail Banking, Team Building, Compliance, Loans, Management, Sales, Strategic Financial..., Leadership, Risk Management, Financial Analysis, Analysis, Mortgage Lending, Commercial Lending, Portfolio Management, Business Development, Finance, Relationship Management, Small Business, Small Business Lending, Wealth Management, Credit Analysis, Mergers & Acquisitions, Mutual Funds, Investments, Loan Origination, Underwriting, Training, Commercial Banking, Insurance, Credit Risk, Negotiation, Event Planning, Marketing Strategy, Marketing, Public Relations, Consumer Lending, Social Networking, Social Media Marketing
Education
SBHS
University of California, Santa Barbara
Montecito Bank & Trust November 2014 - Present
Montecito Bank & Trust April 2010 - November 2014
Rabobank, N.A. October 2007 - March 2010
Bank of America December 2003 - October 2007
Wells Fargo Bank June 2001 - December 2003
KTXL FOX40 Television June 2000 - June 2001
KCRA 3 NBC Television October 1999 - June 2000
Skills
Banking, Sales Management, Credit, Customer Service, Financial Planning, New Business Development, Strategic Planning, Coaching, Retail Banking, Team Building, Compliance, Loans, Management, Sales, Strategic Financial..., Leadership, Risk Management, Financial Analysis, Analysis, Mortgage Lending, Commercial Lending, Portfolio Management, Business Development, Finance, Relationship Management, Small Business, Small Business Lending, Wealth Management, Credit Analysis, Mergers & Acquisitions, Mutual Funds, Investments, Loan Origination, Underwriting, Training, Commercial Banking, Insurance, Credit Risk, Negotiation, Event Planning, Marketing Strategy, Marketing, Public Relations, Consumer Lending, Social Networking, Social Media Marketing
Education
SBHS
University of California, Santa Barbara
Maryam Firoozabadi's Wells Fargo Bank Experience April 2009 - Present
Job Regional District Manager/ VP
Industry Financial Services
Experience
Wells fargo bank April 2009 - Present
Skills
Retail Sales, Retail Banking, Cross Selling, Sales Management, Sales Operations, Credit, Customer Acquisition, Customer Oriented, Risk Management, Management, Sales, Relationship Management
Education
UCSB 2001 — 2005
International Relations/Political Science
Wells fargo bank April 2009 - Present
Skills
Retail Sales, Retail Banking, Cross Selling, Sales Management, Sales Operations, Credit, Customer Acquisition, Customer Oriented, Risk Management, Management, Sales, Relationship Management
Education
UCSB 2001 — 2005
International Relations/Political Science
Melissa Wheeler Melissa Wheeler's Wells Fargo Bank Experience June 2005 - June 2006
Job Associate National Accounts at HealthWorks and Product Innovation Kaiser Permanente
Industry Hospital & Health Care
Experience
HealthWorks and Product Innovation - Kaiser Permanente February 2013 - Present
HealthWorks and Product Innovation - Kaiser Permanente May 2012 - February 2013
RBC Capital Markets October 2008 - May 2012
Jae Berman Nutrition September 2010 - May 2011
Amansala Eco-Chic Resort December 2007 - March 2008
Prager, Sealy & Co. Investment Bankers June 2006 - December 2007
Wells Fargo Bank June 2005 - June 2006
Skills
Financial Modeling, Data Analysis, Microsoft Excel, Corporate Finance, Valuation, Financial Analysis, Salesforce.com, Due Diligence
Education
Peralta Community College system, Bay Area 2009 — 2011
biology, microbiology, chemistry, organic chemistry
University of California, Santa Barbara 2000 — 2004
Bachelor of Arts, Business Economics
HealthWorks and Product Innovation - Kaiser Permanente February 2013 - Present
HealthWorks and Product Innovation - Kaiser Permanente May 2012 - February 2013
RBC Capital Markets October 2008 - May 2012
Jae Berman Nutrition September 2010 - May 2011
Amansala Eco-Chic Resort December 2007 - March 2008
Prager, Sealy & Co. Investment Bankers June 2006 - December 2007
Wells Fargo Bank June 2005 - June 2006
Skills
Financial Modeling, Data Analysis, Microsoft Excel, Corporate Finance, Valuation, Financial Analysis, Salesforce.com, Due Diligence
Education
Peralta Community College system, Bay Area 2009 — 2011
biology, microbiology, chemistry, organic chemistry
University of California, Santa Barbara 2000 — 2004
Bachelor of Arts, Business Economics
Dennis Wetherall Dennis Wetherall's Wells Fargo Bank Experience 2009 - Present
Job Application Systems Engineer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo Bank 2009 - Present
Infoclear.net January 2002 - Present
Robert Half Technology/Wells Fargo 2009 - January 2011
American Academy of Ophthalmology March 2005 - February 2009
Infoclear.net 2003 - 2009
UCSF 2004 - 2004
Federal Home Loan Bank of San Francisco January 2000 - April 2003
Skills
Oracle, Data Warehousing, Microsoft SQL Server, PL/SQL, Crystal Reports, Project Management, SDLC, Visual Basic, VBA, .NET, MS Project, Databases, Visio, Requirements Analysis, Analysis
Education
University of California, Santa Barbara 1987 — 1990
BA, Polical Science
Wells Fargo Bank 2009 - Present
Infoclear.net January 2002 - Present
Robert Half Technology/Wells Fargo 2009 - January 2011
American Academy of Ophthalmology March 2005 - February 2009
Infoclear.net 2003 - 2009
UCSF 2004 - 2004
Federal Home Loan Bank of San Francisco January 2000 - April 2003
Skills
Oracle, Data Warehousing, Microsoft SQL Server, PL/SQL, Crystal Reports, Project Management, SDLC, Visual Basic, VBA, .NET, MS Project, Databases, Visio, Requirements Analysis, Analysis
Education
University of California, Santa Barbara 1987 — 1990
BA, Polical Science
Mason Richman Mason Richman's Wells Fargo Bank Experience January 2012 - April 2013
Job CoFounder at Trove Market Your Local Source for Quality Vintage, & Secondhand Furnishings
Industry Internet
Experience
Trove (Usetrove.com) March 2014 - Present
Wells Fargo Bank January 2012 - April 2013
Wells Fargo Bank April 2007 - January 2012
Wells Fargo Bank February 2006 - April 2007
Wells Fargo Bank April 2004 - February 2006
Wells Fargo Bank October 2002 - April 2004
City of Union City June 1996 - October 2002
Skills
Product Management, Start-ups, Leadership, Management, Banking, Commercial Banking, Business Process..., Process Improvement, Software Project..., Business Process, Strategic Communications, Team Motivator, Mobile Applications, Mobile Payments, Exceptional People..., Partner Management, Software Development, Web Project Management, Root Cause Analysis, Internal Communications, SharePoint, Bank Relationship..., Communication Strategy, Partner Relationship..., Staff Training, Moderating, Intranet Strategy, Intranet, Mobile Devices, Business Analysis, Microsoft Excel, Analysis, Strategy, Consulting, Sales, Marketing
Education
University of California, Santa Barbara 1998 — 2002
BA, Bus. Econ, emphasis in Accounting
Ethnography “Needsfinding” Training 2004 — 2004
N/A, Product development, Ethnography
Trove (Usetrove.com) March 2014 - Present
Wells Fargo Bank January 2012 - April 2013
Wells Fargo Bank April 2007 - January 2012
Wells Fargo Bank February 2006 - April 2007
Wells Fargo Bank April 2004 - February 2006
Wells Fargo Bank October 2002 - April 2004
City of Union City June 1996 - October 2002
Skills
Product Management, Start-ups, Leadership, Management, Banking, Commercial Banking, Business Process..., Process Improvement, Software Project..., Business Process, Strategic Communications, Team Motivator, Mobile Applications, Mobile Payments, Exceptional People..., Partner Management, Software Development, Web Project Management, Root Cause Analysis, Internal Communications, SharePoint, Bank Relationship..., Communication Strategy, Partner Relationship..., Staff Training, Moderating, Intranet Strategy, Intranet, Mobile Devices, Business Analysis, Microsoft Excel, Analysis, Strategy, Consulting, Sales, Marketing
Education
University of California, Santa Barbara 1998 — 2002
BA, Bus. Econ, emphasis in Accounting
Ethnography “Needsfinding” Training 2004 — 2004
N/A, Product development, Ethnography
Kien Tsoi Kien Tsoi's Wells Fargo Bank Experience January 2010 - November 2010
Job VP of Retail Tenant Representation at Jones Lang LaSalle
Industry Real Estate
Experience
Wilson Commercial Real Estate February 2013 - Present
Ball Investment Group March 2011 - February 2013
Wilson Commercial Real Estate 2013 - 2013
Wells Fargo Bank January 2010 - November 2010
Skills
Construction, Leasing, Commercial Leasing, Exceptional Listener, Valuation, Real Estate, Commercial Real Estate, Property Management, Leases
Education
University of California, Santa Barbara 1996 — 2001
BA, Law & Society
Wilson Commercial Real Estate February 2013 - Present
Ball Investment Group March 2011 - February 2013
Wilson Commercial Real Estate 2013 - 2013
Wells Fargo Bank January 2010 - November 2010
Skills
Construction, Leasing, Commercial Leasing, Exceptional Listener, Valuation, Real Estate, Commercial Real Estate, Property Management, Leases
Education
University of California, Santa Barbara 1996 — 2001
BA, Law & Society
Mary Ellen Janas Mary Ellen Janas's Wells Fargo Bank Experience September 2011 - March 2013
Job Project Manager, Operations at Macys.com
Industry Information Technology and Services
Experience
Macys.com August 2013 - Present
Wells Fargo Bank September 2011 - March 2013
Wells Fargo Bank March 2006 - April 2011
UC San Diego July 2004 - October 2005
Wells Fargo Bank June 2001 - June 2004
IDEX Technologies June 1999 - June 2001
Wells Fargo Bank November 1993 - June 1999
Skills
Process Improvement, Software Documentation, Business Analysis, Program Management, Microsoft Office, Project Management, Change Management, Integration, Vendor Management, Strategic Planning, Telecommunications, Leadership, Databases, Networking, Budgets, Management
Education
University of California, Santa Barbara
BA, Psychology
Macys.com August 2013 - Present
Wells Fargo Bank September 2011 - March 2013
Wells Fargo Bank March 2006 - April 2011
UC San Diego July 2004 - October 2005
Wells Fargo Bank June 2001 - June 2004
IDEX Technologies June 1999 - June 2001
Wells Fargo Bank November 1993 - June 1999
Skills
Process Improvement, Software Documentation, Business Analysis, Program Management, Microsoft Office, Project Management, Change Management, Integration, Vendor Management, Strategic Planning, Telecommunications, Leadership, Databases, Networking, Budgets, Management
Education
University of California, Santa Barbara
BA, Psychology
Ehize Lee, MBA's Wells Fargo Bank Experience August 2009 - Present
Job Store Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank August 2009 - Present
Wachovia Bank June 2006 - August 2009
Wells Fargo Bank February 2005 - June 2006
Devereux October 2002 - July 2004
Skills
Sales, Management, Microsoft Office, CRM, Public Speaking, Leadership, Human Resources, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service
Education
University of Phoenix 2006 — 2008
MASTERS, BUSINESS ADMINISTRATION/HEALTHCARE MANAGEMENT
University of California, Santa Barbara 2000 — 2004
Bachelor of Science, BioPsychology
Bravo Medical Magnet HS 1996 — 2000
Wells Fargo Bank August 2009 - Present
Wachovia Bank June 2006 - August 2009
Wells Fargo Bank February 2005 - June 2006
Devereux October 2002 - July 2004
Skills
Sales, Management, Microsoft Office, CRM, Public Speaking, Leadership, Human Resources, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service
Education
University of Phoenix 2006 — 2008
MASTERS, BUSINESS ADMINISTRATION/HEALTHCARE MANAGEMENT
University of California, Santa Barbara 2000 — 2004
Bachelor of Science, BioPsychology
Bravo Medical Magnet HS 1996 — 2000
John-Paul Rivera John-Paul Rivera's Wells Fargo Bank Experience October 1997 - April 2000
Job Business Analyst at Do it Best Corp.
Industry Information Technology and Services
Experience
Do it Best Corp. March 2015 - Present
King and Knight, LLC October 2013 - March 2015
Adecco Staffing, USA 2009 - 2013
Tamarindo Preserve S.A. April 2006 - August 2009
Intelligent Services S. A. January 2002 - June 2004
Qwest Communications 2000 - 2002
Wells Fargo Bank October 1997 - April 2000
Bohringer-Ingelhiem 1996 - 1997
Skills
Program Management, Customer Service, Business Analysis, Management, Recruiting, Human Resources, SDLC, Team Building, PMP, Training, Project Management, Vendor Management, Leadership
Education
University of California, Santa Cruz
B.A., History - Third World Economics
Do it Best Corp. March 2015 - Present
King and Knight, LLC October 2013 - March 2015
Adecco Staffing, USA 2009 - 2013
Tamarindo Preserve S.A. April 2006 - August 2009
Intelligent Services S. A. January 2002 - June 2004
Qwest Communications 2000 - 2002
Wells Fargo Bank October 1997 - April 2000
Bohringer-Ingelhiem 1996 - 1997
Skills
Program Management, Customer Service, Business Analysis, Management, Recruiting, Human Resources, SDLC, Team Building, PMP, Training, Project Management, Vendor Management, Leadership
Education
University of California, Santa Cruz
B.A., History - Third World Economics
Rosalind Padilla Rosalind Padilla's Wells Fargo Bank Experience December 1981 - June 1988
Job Senior Program Manager, Diversity & Inclusion
Industry Human Resources
Experience
Circulo de Vida Cancer Support & Resource Center 2011 - Present
Kaiser Permanente, National Diversity & Inclusion June 2011 - May 2015
Kaiser Permanente July 2009 - May 2011
JPMorgan Chase (formerly Washington Mutual) February 2008 - May 2009
The Golden 1 Credit Union February 2007 - February 2008
Bank of America January 1997 - December 1998
Bank of America February 1993 - July 1994
Wells Fargo June 1990 - December 1991
Wells Fargo Bank December 1981 - June 1988
Skills
Public Relations, Program Management, Cross-functional Team..., Integrated Marketing, Leadership, Marketing, Market Research, Event Planning, Corporate Communications, Strategic Planning, Budgets, Spanish, Management, Proposal Writing, Training, Strategic Partnerships, Strategy
Education
The National Hispanic University 1979 — 1988
MBA, Marketing & Management
University of California, Santa Barbara 1977 — 1981
BA, Spanish
Circulo de Vida Cancer Support & Resource Center 2011 - Present
Kaiser Permanente, National Diversity & Inclusion June 2011 - May 2015
Kaiser Permanente July 2009 - May 2011
JPMorgan Chase (formerly Washington Mutual) February 2008 - May 2009
The Golden 1 Credit Union February 2007 - February 2008
Bank of America January 1997 - December 1998
Bank of America February 1993 - July 1994
Wells Fargo June 1990 - December 1991
Wells Fargo Bank December 1981 - June 1988
Skills
Public Relations, Program Management, Cross-functional Team..., Integrated Marketing, Leadership, Marketing, Market Research, Event Planning, Corporate Communications, Strategic Planning, Budgets, Spanish, Management, Proposal Writing, Training, Strategic Partnerships, Strategy
Education
The National Hispanic University 1979 — 1988
MBA, Marketing & Management
University of California, Santa Barbara 1977 — 1981
BA, Spanish
Alisa Pepper's Wells Fargo Bank Experience September 2000 - June 2002
Job Realtor, Consultant at Berkshire Hathaway HomeServices
Industry Real Estate
Experience
Berkshire Hathaway HomeServices California Properties September 2003 - Present
Prudential California Realty 2003 - Present
Coldwell Banker 2001 - 2003
Wells Fargo Bank September 2000 - June 2002
Champs Sports June 1995 - May 1999
Skills
Selling, Property Management, Real Estate, Investment Properties, Foreclosures, Negotiation, Property, Buyers, Marketing, SFR, First Time Home Buyers, Short Sales, Referrals, Sellers, Real Estate Transactions, Single Family Homes, Condos, Customer Satisfaction, Residential Homes, 1031 Exchanges, Direct Marketing, Relocation, Move Up Buyers, Seller Representation, REO, Buyer Representation, New Home Sales
Education
University of California, Santa Barbara 1998 — 2002
BA, Sociology, History minor
University of Wisconsin, Platteville 2000 — 2001
Study Abroad, The Spanish Institue
Berkshire Hathaway HomeServices California Properties September 2003 - Present
Prudential California Realty 2003 - Present
Coldwell Banker 2001 - 2003
Wells Fargo Bank September 2000 - June 2002
Champs Sports June 1995 - May 1999
Skills
Selling, Property Management, Real Estate, Investment Properties, Foreclosures, Negotiation, Property, Buyers, Marketing, SFR, First Time Home Buyers, Short Sales, Referrals, Sellers, Real Estate Transactions, Single Family Homes, Condos, Customer Satisfaction, Residential Homes, 1031 Exchanges, Direct Marketing, Relocation, Move Up Buyers, Seller Representation, REO, Buyer Representation, New Home Sales
Education
University of California, Santa Barbara 1998 — 2002
BA, Sociology, History minor
University of Wisconsin, Platteville 2000 — 2001
Study Abroad, The Spanish Institue
Michelle Tharayil Michelle Tharayil's Wells Fargo Bank Experience May 2006 - July 2009
Job Medical Sales Specialist at Sanofi
Industry Pharmaceuticals
Experience
Sanofi August 2015 - Present
San Diego Young Professionals and Entrepreneuers January 2013 - Present
Realty ONE Group September 2012 - Present
AstraZeneca Pharmaceuticals October 2010 - March 2012
Aya Healthcare February 2010 - October 2010
Wells Fargo Bank May 2006 - July 2009
Dr. David Katz OMD June 2004 - May 2006
Skills
Sales Management, Healthcare, Negotiation, Pharmaceutical Sales, Hospitals, Sales Process, Territory, Insurance, Account Management, Sales Operations, Sales, CRM, Selling, Management, Public Speaking, Real Estate, Customer Service, Recruiting, Marketing, Social Media, Cold Calling, Leadership
Education
University of California, Santa Barbara 2008 — 2010
B.A., Sociology
Sanofi August 2015 - Present
San Diego Young Professionals and Entrepreneuers January 2013 - Present
Realty ONE Group September 2012 - Present
AstraZeneca Pharmaceuticals October 2010 - March 2012
Aya Healthcare February 2010 - October 2010
Wells Fargo Bank May 2006 - July 2009
Dr. David Katz OMD June 2004 - May 2006
Skills
Sales Management, Healthcare, Negotiation, Pharmaceutical Sales, Hospitals, Sales Process, Territory, Insurance, Account Management, Sales Operations, Sales, CRM, Selling, Management, Public Speaking, Real Estate, Customer Service, Recruiting, Marketing, Social Media, Cold Calling, Leadership
Education
University of California, Santa Barbara 2008 — 2010
B.A., Sociology
Khani Nason Khani Nason's Wells Fargo Bank Experience June 1998 - September 2001
Job Sales Consultant Essilor Labs of America at Essilor
Industry Hospital & Health Care
Experience
Essilor February 2013 - Present
Khani Pilates January 2012 - September 2013
Hygiena February 2009 - January 2012
Hygiena February 2007 - January 2009
Hygiena February 2006 - January 2007
MJ Management Corp December 2002 - May 2005
Wells Fargo Bank June 1998 - September 2001
U.S . Marketing and Promotions June 1999 - February 2000
Skills
Customer Service, Medical Devices, New Business Development, Account Management, Sales Operations, Management, Sales, Forecasting, Recruiting, Training, Negotiation, Cold Calling, Budgets, Sales Management, Product Development, Selling, Direct Sales, Healthcare, Event Planning, Communication, Problem Solving, Integrity, Strategic Planning, Quality Assurance, Marketing Strategy, Business Development, Public Speaking, Cross-functional Team..., Leadership, Coaching, Team Building, B2B, Networking, Project Management, Business Planning, Customer Satisfaction, Strategy, Operations Management, Start-ups, Entrepreneurship, Team Leadership, Trade Shows, Leadership Development, Contract Negotiation, Sales Process, Sales Presentations, Process Improvement, Product Launch
Education
University of California, Santa Cruz 1997 — 2001
Bachelor's degree, Biology/Psychology
Essilor February 2013 - Present
Khani Pilates January 2012 - September 2013
Hygiena February 2009 - January 2012
Hygiena February 2007 - January 2009
Hygiena February 2006 - January 2007
MJ Management Corp December 2002 - May 2005
Wells Fargo Bank June 1998 - September 2001
U.S . Marketing and Promotions June 1999 - February 2000
Skills
Customer Service, Medical Devices, New Business Development, Account Management, Sales Operations, Management, Sales, Forecasting, Recruiting, Training, Negotiation, Cold Calling, Budgets, Sales Management, Product Development, Selling, Direct Sales, Healthcare, Event Planning, Communication, Problem Solving, Integrity, Strategic Planning, Quality Assurance, Marketing Strategy, Business Development, Public Speaking, Cross-functional Team..., Leadership, Coaching, Team Building, B2B, Networking, Project Management, Business Planning, Customer Satisfaction, Strategy, Operations Management, Start-ups, Entrepreneurship, Team Leadership, Trade Shows, Leadership Development, Contract Negotiation, Sales Process, Sales Presentations, Process Improvement, Product Launch
Education
University of California, Santa Cruz 1997 — 2001
Bachelor's degree, Biology/Psychology
Dawn Frier Dawn Frier's Wells Fargo Bank Experience 1981 - 1995
Job Cancer Partner at Hope Cancer Ministries
Industry Apparel & Fashion
Experience
Hope Cancer Ministries February 2014 - Present
Self Employed July 2008 - Present
Suncoast Hospice March 2010 - June 2013
Self Employed 2007 - 2009
Lee Hecht Harrison 1999 - July 2008
First Union National Bank 1995 - 1999
Wells Fargo Bank 1981 - 1995
Skills
Business Development, Training, Change Management, Commercials, Leadership, Management, New Business Development, Film, Employee Relations, Sales, Talent Management, Team Leadership, Strategic Planning, Team Building, Talent Acquisition, Performance Management, Budgets, Public Speaking, Healthcare, Leadership Development, Career Counseling, Coaching, Organizational..., Networking, Social Networking, Human Resources
Education
University of California, Santa Cruz
B.A., Spanish and French Literature
Hope Cancer Ministries February 2014 - Present
Self Employed July 2008 - Present
Suncoast Hospice March 2010 - June 2013
Self Employed 2007 - 2009
Lee Hecht Harrison 1999 - July 2008
First Union National Bank 1995 - 1999
Wells Fargo Bank 1981 - 1995
Skills
Business Development, Training, Change Management, Commercials, Leadership, Management, New Business Development, Film, Employee Relations, Sales, Talent Management, Team Leadership, Strategic Planning, Team Building, Talent Acquisition, Performance Management, Budgets, Public Speaking, Healthcare, Leadership Development, Career Counseling, Coaching, Organizational..., Networking, Social Networking, Human Resources
Education
University of California, Santa Cruz
B.A., Spanish and French Literature
Jeff Dunmire Jeff Dunmire's Wells Fargo Bank Experience June 1991 - February 1998
Job Area Director at Citibank
Industry Banking
Experience
Citibank March 2005 - Present
Citibank January 2003 - March 2005
Citibank February 1998 - January 2003
Wells Fargo Bank June 1991 - February 1998
Skills
Retail Banking, Credit Analysis, Commercial Banking, Wealth Management, Banking, Credit, Cross Selling, Loans, Small Business Lending, Consumer Lending, Commercial Lending, Mortgage Lending, Credit Cards, Financial Services, Branch Banking, Investments, Relationship Management, Series 7, Cash Management, Series 63
Education
University of California, Santa Barbara 1986 — 2001
B.A., Business Economics
Los Altos High School 1982 — 1986
H.S. Diploma
Licenses
Citibank March 2005 - Present
Citibank January 2003 - March 2005
Citibank February 1998 - January 2003
Wells Fargo Bank June 1991 - February 1998
Skills
Retail Banking, Credit Analysis, Commercial Banking, Wealth Management, Banking, Credit, Cross Selling, Loans, Small Business Lending, Consumer Lending, Commercial Lending, Mortgage Lending, Credit Cards, Financial Services, Branch Banking, Investments, Relationship Management, Series 7, Cash Management, Series 63
Education
University of California, Santa Barbara 1986 — 2001
B.A., Business Economics
Los Altos High School 1982 — 1986
H.S. Diploma
Licenses
Pete Kisich's Wells Fargo Bank Experience 1995 - 1999
Job Co Founder at FactorData Corporation
Industry Computer Software
Experience
FactorData Corporation August 2014 - Present
IBM July 2008 - July 2014
VMware January 2008 - July 2008
Network Appliance December 2006 - January 2008
Topio October 2002 - January 2008
3ware November 2001 - October 2002
StorageNetworks August 1999 - November 2001
Wells Fargo Bank 1995 - 1999
Skills
NetApp, Storage, SaaS, Business Alliances, Cloud Computing, Enterprise Software, SAN, Hardware, Solution Selling, VMware, Virtualization, NAS, Data Center, Enterprise Storage, Storage Area Networks, Disaster Recovery
Education
University of California, Santa Cruz 1987 — 1991
BA, Economics
FactorData Corporation August 2014 - Present
IBM July 2008 - July 2014
VMware January 2008 - July 2008
Network Appliance December 2006 - January 2008
Topio October 2002 - January 2008
3ware November 2001 - October 2002
StorageNetworks August 1999 - November 2001
Wells Fargo Bank 1995 - 1999
Skills
NetApp, Storage, SaaS, Business Alliances, Cloud Computing, Enterprise Software, SAN, Hardware, Solution Selling, VMware, Virtualization, NAS, Data Center, Enterprise Storage, Storage Area Networks, Disaster Recovery
Education
University of California, Santa Cruz 1987 — 1991
BA, Economics
Kien Tsoi Kien Tsoi's Wells Fargo Bank Experience January 2010 - November 2010
Job Real Estate Agent at Keller Williams Santa Monica
Industry Real Estate
Experience
Keller Williams Santa Monica 2011 - Present
Wells Fargo Bank January 2010 - November 2010
Education
University of California, Santa Barbara
Keller Williams Santa Monica 2011 - Present
Wells Fargo Bank January 2010 - November 2010
Education
University of California, Santa Barbara
Ryan Sturdevant, CFA Ryan Sturdevant, CFA's Wells Fargo Bank Experience June 2006 - July 2007
Job Relationship Manager at Rabobank
Industry Financial Services
Experience
Rabobank, National Association June 2013 - Present
John Hancock Life Insurance Company (U.S.A.) July 2007 - April 2013
Wells Fargo Bank June 2006 - July 2007
Bank of the West June 2003 - June 2006
Bank of the West June 2003 - December 2003
Skills
Portfolio Management, Financial Modeling, Corporate Finance, Credit, Valuation, Investments, Economics, Credit Analysis, Financial Analysis, Microsoft Excel, Equity Valuation, Underwriting, Management, Analysis, Private Placements, Loans, Banking, Wealth Management, Credit Risk, Insurance, Finance
Education
University of California, Santa Barbara 2002 — 2006
B.A., Business Economics
Rabobank, National Association June 2013 - Present
John Hancock Life Insurance Company (U.S.A.) July 2007 - April 2013
Wells Fargo Bank June 2006 - July 2007
Bank of the West June 2003 - June 2006
Bank of the West June 2003 - December 2003
Skills
Portfolio Management, Financial Modeling, Corporate Finance, Credit, Valuation, Investments, Economics, Credit Analysis, Financial Analysis, Microsoft Excel, Equity Valuation, Underwriting, Management, Analysis, Private Placements, Loans, Banking, Wealth Management, Credit Risk, Insurance, Finance
Education
University of California, Santa Barbara 2002 — 2006
B.A., Business Economics
Tyson Lai, CFP® Tyson Lai, CFP®'s Wells Fargo Bank Experience June 1988 - November 1990
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 1997 - Present
Citigroup April 1996 - May 1997
Wells Fargo Bank June 1988 - November 1990
Skills
Investment Strategies, Mutual Funds, Retirement Planning, Asset Allocation, Alternative Investments, Financial Advisory, Wealth Accumulation...
Education
University of California, Santa Cruz 1985 — 1991
BA, Politics
Wells Fargo Advisors, LLC May 1997 - Present
Citigroup April 1996 - May 1997
Wells Fargo Bank June 1988 - November 1990
Skills
Investment Strategies, Mutual Funds, Retirement Planning, Asset Allocation, Alternative Investments, Financial Advisory, Wealth Accumulation...
Education
University of California, Santa Cruz 1985 — 1991
BA, Politics
Kirsten Edmondson Branch Kirsten Edmondson Branch's Wells Fargo Bank Experience August 2006 - January 2008
Job Advisory Board CoChair at Vista Grande Continuous Progress Alternative Program
Industry Writing and Editing
Experience
Vista Grande Continuous Progress Alternative Program May 2013 - Present
Self-Employed August 2008 - Present
Relevant Mom January 2007 - Present
Patch.com 2010 - June 2012
Wells Fargo Bank August 2006 - January 2008
Barnes & Noble Booksellers, Inc. October 1994 - 2006
Mercury House 1996 - 1996
Skills
Writing, Copywriting, Editing, Research, Problem Solving, Customer Service, Books, Publishing, Stories, Blogging, Social Media, Interviewing, Copy Editing, Public Relations, Media Relations, Creative Writing, Press Releases, Newsletters, Social Networking, Internet Research, Writing Skills, Content Management, Marketing Communications, Facebook, Web Content, Publicity, Journalism, Word, Proofreading, Social Media Marketing, Internal Communications, Community Relations, Community Outreach, News Writing, Storytelling, Feature Articles, Newspapers, Fact-checking, Interviews, Online Research, Microsoft Word, Community Development
Education
University of California, Santa Barbara 1990 — 1993
BA with Highest Honors
Vista Grande Continuous Progress Alternative Program May 2013 - Present
Self-Employed August 2008 - Present
Relevant Mom January 2007 - Present
Patch.com 2010 - June 2012
Wells Fargo Bank August 2006 - January 2008
Barnes & Noble Booksellers, Inc. October 1994 - 2006
Mercury House 1996 - 1996
Skills
Writing, Copywriting, Editing, Research, Problem Solving, Customer Service, Books, Publishing, Stories, Blogging, Social Media, Interviewing, Copy Editing, Public Relations, Media Relations, Creative Writing, Press Releases, Newsletters, Social Networking, Internet Research, Writing Skills, Content Management, Marketing Communications, Facebook, Web Content, Publicity, Journalism, Word, Proofreading, Social Media Marketing, Internal Communications, Community Relations, Community Outreach, News Writing, Storytelling, Feature Articles, Newspapers, Fact-checking, Interviews, Online Research, Microsoft Word, Community Development
Education
University of California, Santa Barbara 1990 — 1993
BA with Highest Honors
Olivia Van Slyke, MBA, CTP Olivia Van Slyke, MBA, CTP's Wells Fargo Bank Experience January 2005 - January 2007
Job Sr. Financial Analyst Treasury Operations at Cricket Communications
Industry Telecommunications
Experience
Cricket Wireless January 2011 - Present
CORNERSTONE E&P COMPANY, LP January 2007 - December 2010
Wells Fargo Bank January 2005 - January 2007
Skills
Accounts Receivable, Credit, Accounting, Cash Management, Finance, Banking, Forecasting, Cash Flow, Payments, Financial Analysis, Risk Management, Treasury Management, Vendor Management, Financial Modeling, Treasury, Outlook, Microsoft Excel, Financial Statement..., Analysis, Accounts Payable, Budgets, Variance Analysis
Education
The University of Texas at Dallas - School of Management 2006 — 2009
MBA, International Business
UCSD 2003 — 2006
Bachelor of Science, History
Cricket Wireless January 2011 - Present
CORNERSTONE E&P COMPANY, LP January 2007 - December 2010
Wells Fargo Bank January 2005 - January 2007
Skills
Accounts Receivable, Credit, Accounting, Cash Management, Finance, Banking, Forecasting, Cash Flow, Payments, Financial Analysis, Risk Management, Treasury Management, Vendor Management, Financial Modeling, Treasury, Outlook, Microsoft Excel, Financial Statement..., Analysis, Accounts Payable, Budgets, Variance Analysis
Education
The University of Texas at Dallas - School of Management 2006 — 2009
MBA, International Business
UCSD 2003 — 2006
Bachelor of Science, History
Erol Efendioglu Erol Efendioglu's Wells Fargo Bank Experience June 2008 - March 2013
Job Customer service and sales specialist, Event coordinator, Poi instructor and Fire perfomer
Industry Museums and Institutions
Experience
The Exploratorium December 2013 - Present
The Exploratorium March 2013 - Present
Temple of Poi May 2010 - Present
Wells Fargo Bank June 2008 - March 2013
Skills
Critical Thinking, Quick Thinker, Hands-on Problem Solver, Problem Solving, Phone Etiquette, Writing, Face to Face Sales, Cold Calling, Hands-on Training, Staff Oversight, Cash Handling Experience, Accurate Record Keeping, Highly detail oriented, Open Minded, Adaptability, Positive Energy, Committed to..., Development Of Employees, Microsoft Excel
Education
UCSC 2003 — 2007
Bachelor of Science (B.S.), sociology
lowell high school 1999 — 2003
The Exploratorium December 2013 - Present
The Exploratorium March 2013 - Present
Temple of Poi May 2010 - Present
Wells Fargo Bank June 2008 - March 2013
Skills
Critical Thinking, Quick Thinker, Hands-on Problem Solver, Problem Solving, Phone Etiquette, Writing, Face to Face Sales, Cold Calling, Hands-on Training, Staff Oversight, Cash Handling Experience, Accurate Record Keeping, Highly detail oriented, Open Minded, Adaptability, Positive Energy, Committed to..., Development Of Employees, Microsoft Excel
Education
UCSC 2003 — 2007
Bachelor of Science (B.S.), sociology
lowell high school 1999 — 2003
Betena Stokes's Wells Fargo Bank Experience October 2011 - July 2013
Job Wholesale Financial Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2013 - Present
Wells Fargo Bank October 2011 - July 2013
Wells Fargo March 2007 - August 2011
Wachovia, A Wells Fargo Company July 2005 - February 2007
Wachovia, A Wells Fargo Company April 2002 - June 2005
Wachovia, A Wells Fargo Company May 1998 - April 2002
Wachovia, A Wells Fargo Company February 1992 - May 1998
Skills
Financial Analysis, Forecasting, Strategy, Management, Business Analysis, Analysis, Process Improvement
Education
University of Central Florida 1984 — 1988
Bachelor of Science in Business Administration, Finance
Wells Fargo August 2013 - Present
Wells Fargo Bank October 2011 - July 2013
Wells Fargo March 2007 - August 2011
Wachovia, A Wells Fargo Company July 2005 - February 2007
Wachovia, A Wells Fargo Company April 2002 - June 2005
Wachovia, A Wells Fargo Company May 1998 - April 2002
Wachovia, A Wells Fargo Company February 1992 - May 1998
Skills
Financial Analysis, Forecasting, Strategy, Management, Business Analysis, Analysis, Process Improvement
Education
University of Central Florida 1984 — 1988
Bachelor of Science in Business Administration, Finance
Lalita Wilms Lalita Wilms's Wells Fargo Bank Experience August 2005 - March 2007
Job Linguist
Industry Computer Software
Experience
UC San Diego Business Banking SpecialistWells Fargo BankAugust 2005 - November 2010
Wells Fargo Bank August 2005 - March 2007
Skills
Business Development, Credit, Portfolio Management, Investments, CRM
Education
UCSD
Bachelor's degree, Linguistics with a minor in Computer Science
UC San Diego Business Banking SpecialistWells Fargo BankAugust 2005 - November 2010
Wells Fargo Bank August 2005 - March 2007
Skills
Business Development, Credit, Portfolio Management, Investments, CRM
Education
UCSD
Bachelor's degree, Linguistics with a minor in Computer Science
Steven Jeffe, CPA Steven Jeffe, CPA's Wells Fargo Bank Experience June 2011 - Present
Job Policy Analyst Wealth Management Group, Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank June 2011 - Present
The Siegfried Group January 2010 - June 2011
JPMorgan Chase July 2001 - March 2009
Barclays Global Investors July 1999 - July 2001
ProBusiness August 1998 - July 1999
20th Century Fox May 1995 - August 1998
KPMG Peat Marwick January 1993 - May 1995
Skills
Financial Modeling, Financial Analysis, Forecasting, Strategic Financial..., Analysis, Strategic Planning, Accounting, Business Strategy, Management, Mergers & Acquisitions, Budgets, Business Analysis, Finance, Financial Services, Integration, Project Management, Project Planning, Strategy
Education
University of California, Santa Barbara 1987 — 1991
Bachelor of Arts (B.A.), Business/Managerial Economics
Wells Fargo Bank June 2011 - Present
The Siegfried Group January 2010 - June 2011
JPMorgan Chase July 2001 - March 2009
Barclays Global Investors July 1999 - July 2001
ProBusiness August 1998 - July 1999
20th Century Fox May 1995 - August 1998
KPMG Peat Marwick January 1993 - May 1995
Skills
Financial Modeling, Financial Analysis, Forecasting, Strategic Financial..., Analysis, Strategic Planning, Accounting, Business Strategy, Management, Mergers & Acquisitions, Budgets, Business Analysis, Finance, Financial Services, Integration, Project Management, Project Planning, Strategy
Education
University of California, Santa Barbara 1987 — 1991
Bachelor of Arts (B.A.), Business/Managerial Economics
Kathryn (Kate) McCulley's Wells Fargo Bank Experience January 2007 - July 2008
Job Be the best you, you can be.
Industry Retail
Experience
Stella & Dot August 2014 - Present
CFO CEO COO at home April 2007 - Present
#lbp95live September 1991 - Present
Starbucks September 2010 - November 2013
NUSD 2009 - 2010
Wells Fargo Bank January 2007 - July 2008
National Conference for Community and Justice, Long Beach October 2003 - December 2006
Skills
Customer Service, Employee Training, Event Planning, Marketing, Microsoft Excel, Microsoft Office, Team Building, Training, Coaching, Leadership, Team Leadership, Recruiting, Leadership Development, Public Speaking, Outlook, Organizational..., Fundraising, Staff Development, Microsoft Word, Social Media, Nonprofits, Public Relations, Community Outreach, Merchandising, Retail, Inventory Management, Customer Satisfaction, Teaching, Banking, Time Management, Succession Planning, Teamwork, Data Entry, Profit, Visual Merchandising, Human Resources, Personnel Management, Program Development, Talent Acquisition, Store Management, Management, Workshop Facilitation, Sales, Employee Benefits, Employee Engagement, Social Networking, Volunteer Management, Facebook, Business Planning, Operations Management
Education
CSU Long Beach 1996 — 1999
Bachelor of Arts (B.A.), Psychology
University of California, Santa Barbara 1995 — 1996
BA in Psychology, Undecided
LB Polytechnic HS 1991 — 1995
Diploma, AP all subjects
Stella & Dot August 2014 - Present
CFO CEO COO at home April 2007 - Present
#lbp95live September 1991 - Present
Starbucks September 2010 - November 2013
NUSD 2009 - 2010
Wells Fargo Bank January 2007 - July 2008
National Conference for Community and Justice, Long Beach October 2003 - December 2006
Skills
Customer Service, Employee Training, Event Planning, Marketing, Microsoft Excel, Microsoft Office, Team Building, Training, Coaching, Leadership, Team Leadership, Recruiting, Leadership Development, Public Speaking, Outlook, Organizational..., Fundraising, Staff Development, Microsoft Word, Social Media, Nonprofits, Public Relations, Community Outreach, Merchandising, Retail, Inventory Management, Customer Satisfaction, Teaching, Banking, Time Management, Succession Planning, Teamwork, Data Entry, Profit, Visual Merchandising, Human Resources, Personnel Management, Program Development, Talent Acquisition, Store Management, Management, Workshop Facilitation, Sales, Employee Benefits, Employee Engagement, Social Networking, Volunteer Management, Facebook, Business Planning, Operations Management
Education
CSU Long Beach 1996 — 1999
Bachelor of Arts (B.A.), Psychology
University of California, Santa Barbara 1995 — 1996
BA in Psychology, Undecided
LB Polytechnic HS 1991 — 1995
Diploma, AP all subjects
Ross Garcia's Wells Fargo Bank Experience December 2009 - December 2010
Job Partner & Mortgage Broker at PREI Capital Group
Industry Financial Services
Experience
PREI Capital Group April 2015 - Present
Wells Fargo Private Mortgage Bank December 2011 - April 2015
Wells Fargo Bank December 2009 - December 2010
PREI Capital Group January 2009 - November 2009
Skills
Loan Origination, Strategic Planning, Credit and cash flow..., Mortgage Lending, Portfolio Management, Underwriting, Real Estate, Investments, Real Estate Economics, Strategic Financial..., Sales, Investment Properties, Financial Modeling, Financial Analysis, Asset Management, Real Estate Transactions
Education
University of California, Santa Barbara 2004 — 2008
Bachelor's, Business Economics
CA Real Estate Broker - CA DRE #01896272
University of San Francisco
University of San Francisco
University of San Francisco
PREI Capital Group April 2015 - Present
Wells Fargo Private Mortgage Bank December 2011 - April 2015
Wells Fargo Bank December 2009 - December 2010
PREI Capital Group January 2009 - November 2009
Skills
Loan Origination, Strategic Planning, Credit and cash flow..., Mortgage Lending, Portfolio Management, Underwriting, Real Estate, Investments, Real Estate Economics, Strategic Financial..., Sales, Investment Properties, Financial Modeling, Financial Analysis, Asset Management, Real Estate Transactions
Education
University of California, Santa Barbara 2004 — 2008
Bachelor's, Business Economics
CA Real Estate Broker - CA DRE #01896272
University of San Francisco
University of San Francisco
University of San Francisco
Kathleen (aka Kate) Kravets Kathleen (aka Kate) Kravets's Wells Fargo Bank Experience February 2010 - July 2011
Job Theatre and Events Professional
Industry Entertainment
Experience
SLO Little Theatre February 2015 - Present
Cal Poly San Luis Obispo, School of Education February 2015 - Present
Red Barn Productions, aka The Great Dickens Christmas Fair November 2013 - Present
Red Barn Productions, Inc. aka Time Travel Weekends June 2013 - Present
Red Barn Productions, Inc. aka The Great Dickens Christmas Fair October 2009 - Present
Voices for All October 2013 - December 2014
Role Players Ensemble Theatre 2014 - 2014
Wells Fargo November 2011 - December 2012
Missouri Street Theatre August 2012 - October 2012
Wells Fargo Bank February 2010 - July 2011
Skills
Theatre, Performing Arts, Singing, Voice Over, Event Planning, Music, Event Management, Public Speaking, Project Management, Dialects, Fundraising, Improvisation, Nonprofits, Teaching, Musical Theatre, Stage Management, Social Media, Volunteer Management, Creative Writing, Social Networking, Entertainment, Research, Editing, Acting, Community Outreach, Film, Newsletters, Facebook, Festivals, Television, Live Events, Production Managment, Promotions, Voice Acting, Stage
Education
University of California, Santa Cruz
B.A, Theater Arts
SLO Little Theatre February 2015 - Present
Cal Poly San Luis Obispo, School of Education February 2015 - Present
Red Barn Productions, aka The Great Dickens Christmas Fair November 2013 - Present
Red Barn Productions, Inc. aka Time Travel Weekends June 2013 - Present
Red Barn Productions, Inc. aka The Great Dickens Christmas Fair October 2009 - Present
Voices for All October 2013 - December 2014
Role Players Ensemble Theatre 2014 - 2014
Wells Fargo November 2011 - December 2012
Missouri Street Theatre August 2012 - October 2012
Wells Fargo Bank February 2010 - July 2011
Skills
Theatre, Performing Arts, Singing, Voice Over, Event Planning, Music, Event Management, Public Speaking, Project Management, Dialects, Fundraising, Improvisation, Nonprofits, Teaching, Musical Theatre, Stage Management, Social Media, Volunteer Management, Creative Writing, Social Networking, Entertainment, Research, Editing, Acting, Community Outreach, Film, Newsletters, Facebook, Festivals, Television, Live Events, Production Managment, Promotions, Voice Acting, Stage
Education
University of California, Santa Cruz
B.A, Theater Arts
Lee Francisco Lee Francisco's Wells Fargo Bank Experience June 2009 - August 2009
Job Business Operations Leader, focused on efficiency, working for an AD Tech pioneer.
Industry Internet
Experience
Rocket Fuel Inc. June 2015 - Present
Rocket Fuel Inc. June 2014 - June 2015
Simply Hired May 2014 - June 2014
Simply Hired December 2012 - June 2014
Simply Hired December 2011 - December 2012
Simply Hired October 2010 - December 2011
Simply Hired August 2009 - October 2010
Wells Fargo Bank June 2009 - August 2009
EMC December 2006 - January 2009
Yahoo! HotJobs September 2004 - December 2006
Skills
Partnerships, SaaS, Qualifying Prospects, Salesforce.com, Small Business Marketing, CRM, Business Development, Cross-functional Team..., Account Management, Analytics, Sales Operations, Enterprise Software, Advertising, Leadership, Strategy, Selling, PPC, Social Media Marketing, Online Advertising, Management, Marketing, Email Marketing, Lead Generation, Training, SEM, Sales Management, Strategic Partnerships, Sales, Online Marketing, Sales Process, E-commerce, Direct Sales, Cold Calling, Digital Marketing, Start-ups, Product Marketing, Digital Media
Education
University of California, Berkeley Extension 2000 — 2001
Project Management
University of California, Santa Barbara 1994 — 1998
B.A., Communication, Minor, Asian American Studies
Rocket Fuel Inc. June 2015 - Present
Rocket Fuel Inc. June 2014 - June 2015
Simply Hired May 2014 - June 2014
Simply Hired December 2012 - June 2014
Simply Hired December 2011 - December 2012
Simply Hired October 2010 - December 2011
Simply Hired August 2009 - October 2010
Wells Fargo Bank June 2009 - August 2009
EMC December 2006 - January 2009
Yahoo! HotJobs September 2004 - December 2006
Skills
Partnerships, SaaS, Qualifying Prospects, Salesforce.com, Small Business Marketing, CRM, Business Development, Cross-functional Team..., Account Management, Analytics, Sales Operations, Enterprise Software, Advertising, Leadership, Strategy, Selling, PPC, Social Media Marketing, Online Advertising, Management, Marketing, Email Marketing, Lead Generation, Training, SEM, Sales Management, Strategic Partnerships, Sales, Online Marketing, Sales Process, E-commerce, Direct Sales, Cold Calling, Digital Marketing, Start-ups, Product Marketing, Digital Media
Education
University of California, Berkeley Extension 2000 — 2001
Project Management
University of California, Santa Barbara 1994 — 1998
B.A., Communication, Minor, Asian American Studies
Alan DeCarli Alan DeCarli's Wells Fargo Bank Experience December 2010 - December 2011
Job Project Analyst
Industry Insurance
Experience
Esurance July 2014 - Present
Esurance August 2012 - July 2014
Wells Fargo Bank December 2010 - December 2011
WMC Mortgage Corp January 2004 - January 2006
Skills
Consumer Lending, Small Business Lending, Loans, Series 6, Series 7, Public Speaking, Insurance, Customer Service, Microsoft Excel, Microsoft Office, Customer Satisfaction, Sales
Education
University of California, Santa Barbara 2007 — 2010
B.A., Business Economics & Accounting
Esurance July 2014 - Present
Esurance August 2012 - July 2014
Wells Fargo Bank December 2010 - December 2011
WMC Mortgage Corp January 2004 - January 2006
Skills
Consumer Lending, Small Business Lending, Loans, Series 6, Series 7, Public Speaking, Insurance, Customer Service, Microsoft Excel, Microsoft Office, Customer Satisfaction, Sales
Education
University of California, Santa Barbara 2007 — 2010
B.A., Business Economics & Accounting
Aava Mokhber Aava Mokhber's Wells Fargo Bank Experience November 2009 - October 2013
Job Wealth Advisor Client Associate at Wells Fargo Private Bank
Industry Investment Banking
Experience
Wells Fargo Private Bank October 2013 - Present
Wells Fargo Bank November 2009 - October 2013
Santa Cruz Biotechnology 2008 - 2009
Stanford University Department of Comparative Medicine 2008 - 2008
Skills
Retail Banking, Customer Service, Sales Management, Accounting, Accounts Receivable, Accounts Payable, QuickBooks, GAAP, Microsoft Office, Time Management, Kronos Timekeeping, PeopleSoft, Team Leadership, CRM, Analysis, Microsoft Excel, Sales
Education
University of California, Santa Cruz 2005 — 2009
B.A., Honors, Business Management, Economics
Wells Fargo Private Bank October 2013 - Present
Wells Fargo Bank November 2009 - October 2013
Santa Cruz Biotechnology 2008 - 2009
Stanford University Department of Comparative Medicine 2008 - 2008
Skills
Retail Banking, Customer Service, Sales Management, Accounting, Accounts Receivable, Accounts Payable, QuickBooks, GAAP, Microsoft Office, Time Management, Kronos Timekeeping, PeopleSoft, Team Leadership, CRM, Analysis, Microsoft Excel, Sales
Education
University of California, Santa Cruz 2005 — 2009
B.A., Honors, Business Management, Economics
John Swindell John Swindell's Wells Fargo Bank Experience March 2012 - Present
Job Affluent Segment Leader at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank March 2012 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, English, Process Improvement
Education
University of California, Santa Barbara 1999 — 2004
Bachelor of Arts, Psychology
Wells Fargo Bank March 2012 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, English, Process Improvement
Education
University of California, Santa Barbara 1999 — 2004
Bachelor of Arts, Psychology
Kari Khabar's Wells Fargo Bank Experience November 2005 - Present
Job Regional Private Banker
Industry Banking
Experience
Wells Fargo Bank November 2005 - Present
Skills
Retail Banking, Wealth Management, Investment Strategies, Consumer Lending, Commercial Lending, Small Business Lending, Series 7, Series 63, Cash Management, Loans, Banking, Credit, Finance, Lines Of Credit, Notary Public, Mutual Funds, Cross Selling, Leadership
Education
University of California, Santa Cruz
Business Management
Wells Fargo Bank November 2005 - Present
Skills
Retail Banking, Wealth Management, Investment Strategies, Consumer Lending, Commercial Lending, Small Business Lending, Series 7, Series 63, Cash Management, Loans, Banking, Credit, Finance, Lines Of Credit, Notary Public, Mutual Funds, Cross Selling, Leadership
Education
University of California, Santa Cruz
Business Management
Colleen Langan Colleen Langan's Wells Fargo Bank Experience October 2010 - May 2014
Job AVP, Healthcare Treasury Management Sales Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2014 - Present
Wells Fargo Bank October 2010 - May 2014
Wells Fargo Bank March 2008 - October 2010
Wells Fargo July 2006 - March 2008
KRON-TV August 2005 - March 2006
Skills
Loans, Microsoft Excel, Microsoft Office, Cleantech, Banking, Commercial Banking, Customer Service, Research, Credit, Business Development, Risk Management, Financial Modeling, Financial Analysis, Finance, Portfolio Management
Education
University of California, Santa Cruz 2002 — 2006
BA, Anthropology
Wells Fargo May 2014 - Present
Wells Fargo Bank October 2010 - May 2014
Wells Fargo Bank March 2008 - October 2010
Wells Fargo July 2006 - March 2008
KRON-TV August 2005 - March 2006
Skills
Loans, Microsoft Excel, Microsoft Office, Cleantech, Banking, Commercial Banking, Customer Service, Research, Credit, Business Development, Risk Management, Financial Modeling, Financial Analysis, Finance, Portfolio Management
Education
University of California, Santa Cruz 2002 — 2006
BA, Anthropology
Laura Krawec Laura Krawec's Wells Fargo Bank Experience October 2005 - April 2015
Job Programs & Project Manager, Wells Fargo Virtual Channels
Industry Financial Services
Experience
Wells Fargo Bank October 2005 - April 2015
Wells Fargo January 2005 - October 2005
Wells Fargo Bank August 2003 - January 2005
Allegis Corporation November 1999 - February 2003
Allegis Corporation (not Allegis Group) January 1999 - November 1999
Allegis Corporation September 1997 - January 1999
Global Village Communications 1995 - 1996
Skills
Brand Identity &..., Marketing Communications, Brand Management, Project Management, Webmaster Services, Vendor Management, Integrated Marketing, Relationship Management, Lead Generation, Direct Marketing, Product Marketing, Corporate Branding, Brand Awareness, Marketing, Strategic Partnerships, Strategy, Advertising, Leadership, Cross-functional Team..., Management, Customer Insight, Enterprise Software, Budgets, Direct Mail, Competitive Analysis, Email Marketing, CRM, Multi-channel Marketing, Customer Acquisition, Analytics, Marketing Management, Program Management, Social Media, Marketing Strategy
Education
University of California, Santa Barbara 1987 — 1991
BA, Psychology
Wells Fargo Bank October 2005 - April 2015
Wells Fargo January 2005 - October 2005
Wells Fargo Bank August 2003 - January 2005
Allegis Corporation November 1999 - February 2003
Allegis Corporation (not Allegis Group) January 1999 - November 1999
Allegis Corporation September 1997 - January 1999
Global Village Communications 1995 - 1996
Skills
Brand Identity &..., Marketing Communications, Brand Management, Project Management, Webmaster Services, Vendor Management, Integrated Marketing, Relationship Management, Lead Generation, Direct Marketing, Product Marketing, Corporate Branding, Brand Awareness, Marketing, Strategic Partnerships, Strategy, Advertising, Leadership, Cross-functional Team..., Management, Customer Insight, Enterprise Software, Budgets, Direct Mail, Competitive Analysis, Email Marketing, CRM, Multi-channel Marketing, Customer Acquisition, Analytics, Marketing Management, Program Management, Social Media, Marketing Strategy
Education
University of California, Santa Barbara 1987 — 1991
BA, Psychology
Olivia Pigdon, CPA Olivia Pigdon, CPA's Wells Fargo Bank Experience April 2006 - April 2007
Job Tax Manager at Galgas Russell Weber LLP
Industry Accounting
Experience
Galgas Russell Weber LLP October 2007 - Present
Wells Fargo Bank April 2006 - April 2007
Skills
GAAP, Accounting, Auditing, Management, Journal Entries, General Ledger, Income Tax, Analysis, Finance
Education
University of Southern California - Marshall School of Business 2010 — 2013
MBT, Taxation
University of California, Santa Barbara 2004 — 2007
BA, Business Economics
Galgas Russell Weber LLP October 2007 - Present
Wells Fargo Bank April 2006 - April 2007
Skills
GAAP, Accounting, Auditing, Management, Journal Entries, General Ledger, Income Tax, Analysis, Finance
Education
University of Southern California - Marshall School of Business 2010 — 2013
MBT, Taxation
University of California, Santa Barbara 2004 — 2007
BA, Business Economics
Stacy Yokoyama Stacy Yokoyama's Wells Fargo Bank Experience March 2010 - April 2011
Job Email Marketing Manager, Pottery Barn at WilliamsSonoma, Inc.
Industry Marketing and Advertising
Experience
Williams-Sonoma, Inc. January 2014 - Present
Williams-Sonoma, Inc. March 2011 - Present
Wells Fargo Bank March 2010 - April 2011
Responsys August 2009 - March 2010
Responsys January 2008 - August 2009
Responsys November 2006 - January 2008
Maiden Lane Advertising October 2005 - October 2006
Skills
Email Marketing, Client Services, Direct Marketing, Project Management, Online Marketing, Advertising, Strategy, Financial Services, Lead Generation, Program Management, Database Marketing
Education
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts, Art History, Global and International Studies
Williams-Sonoma, Inc. January 2014 - Present
Williams-Sonoma, Inc. March 2011 - Present
Wells Fargo Bank March 2010 - April 2011
Responsys August 2009 - March 2010
Responsys January 2008 - August 2009
Responsys November 2006 - January 2008
Maiden Lane Advertising October 2005 - October 2006
Skills
Email Marketing, Client Services, Direct Marketing, Project Management, Online Marketing, Advertising, Strategy, Financial Services, Lead Generation, Program Management, Database Marketing
Education
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts, Art History, Global and International Studies
Nathan Maldonado Nathan Maldonado's Wells Fargo Bank Experience April 2011 - May 2014
Job Vice President, SBA Business Development
Industry Banking
Experience
San Diego Private Bank June 2014 - Present
Wells Fargo Bank April 2011 - May 2014
Emerald Connect, Inc. October 2006 - April 2011
Skills
Credit, Loans, Portfolio Management, Credit Analysis, Underwriting, Commercial Banking, Finance, Commercial Lending, Credit Risk, Risk Management, Banking, Corporate Finance, Cash Management, Sales, Management, Small Business Lending
Education
University of California, Santa Barbara 2000 — 2002
BA, Communication Theory
San Diego Private Bank June 2014 - Present
Wells Fargo Bank April 2011 - May 2014
Emerald Connect, Inc. October 2006 - April 2011
Skills
Credit, Loans, Portfolio Management, Credit Analysis, Underwriting, Commercial Banking, Finance, Commercial Lending, Credit Risk, Risk Management, Banking, Corporate Finance, Cash Management, Sales, Management, Small Business Lending
Education
University of California, Santa Barbara 2000 — 2002
BA, Communication Theory
Corie Branchflower's Wells Fargo Bank Experience February 2003 - October 2007
Job Branch Manager Assistant Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2013 - Present
JPMorgan Chase August 2011 - June 2013
Wells Fargo Bank February 2003 - October 2007
Wells Fargo Bank October 2002 - February 2003
Wells Fargo Bank January 2002 - October 2002
Wells Fargo Bank July 2000 - January 2002
Skills
Business Performance..., Sales Trending Analysis, Classroom Facilitation..., Virtual Classroom..., Strong Interpersonal..., Excellent Verbal and..., Dispute Resolution, Time Management, Climate Change..., Adult Learning..., Presentation Coaching, Workshop Facilitation
Education
University of California, Santa Cruz
JPMorgan Chase June 2013 - Present
JPMorgan Chase August 2011 - June 2013
Wells Fargo Bank February 2003 - October 2007
Wells Fargo Bank October 2002 - February 2003
Wells Fargo Bank January 2002 - October 2002
Wells Fargo Bank July 2000 - January 2002
Skills
Business Performance..., Sales Trending Analysis, Classroom Facilitation..., Virtual Classroom..., Strong Interpersonal..., Excellent Verbal and..., Dispute Resolution, Time Management, Climate Change..., Adult Learning..., Presentation Coaching, Workshop Facilitation
Education
University of California, Santa Cruz
Emily Spoon Emily Spoon's Wells Fargo Bank Experience February 2011 - April 2012
Job Senior Graphic Designer and Project Manager at Wells Fargo Business Direct
Industry Graphic Design
Experience
Wells Fargo Business Direct November 2012 - Present
Emily Spoon Design June 1990 - Present
Wells Fargo Bank February 2011 - April 2012
Redwood Trust March 2008 - August 2010
Swinerton Incorporated November 2005 - August 2007
California Bank & Trust September 2002 - September 2005
CNET Networks September 1999 - May 2001
Skills
Graphic Design, InDesign, Corporate Identity, Adobe Acrobat, Adobe Creative Suite, Illustrator, Web Design, Advertising, Art Direction, QuarkXPress, Dreamweaver, Brochures, Photoshop, Flash, Logo Design, Graphics, Marketing, Creative Direction, Corporate Branding, Illustration, Integrated Marketing, Marketing Communications, Layout, Direct Mail, Newsletters, Trade Shows, Collateral, Corporate Communications, Brand Development, Branding & Identity, Packaging, Typography, Email Marketing, Mac, User Experience, Creative Strategy, Visual Communication, Pre-press, Copywriting, Interaction Design, User Interface Design, Direct Marketing, WordPress, SEO, Online Marketing, Photography, Digital Marketing, Online Advertising, After Effects, Social Media Marketing
Education
Intergal Yoga Institute 2011 — 2014
Teaching Certification
Bay Area Video Coalition 2010 — 2011
University of California, Santa Cruz
Certificate
Wells Fargo Business Direct November 2012 - Present
Emily Spoon Design June 1990 - Present
Wells Fargo Bank February 2011 - April 2012
Redwood Trust March 2008 - August 2010
Swinerton Incorporated November 2005 - August 2007
California Bank & Trust September 2002 - September 2005
CNET Networks September 1999 - May 2001
Skills
Graphic Design, InDesign, Corporate Identity, Adobe Acrobat, Adobe Creative Suite, Illustrator, Web Design, Advertising, Art Direction, QuarkXPress, Dreamweaver, Brochures, Photoshop, Flash, Logo Design, Graphics, Marketing, Creative Direction, Corporate Branding, Illustration, Integrated Marketing, Marketing Communications, Layout, Direct Mail, Newsletters, Trade Shows, Collateral, Corporate Communications, Brand Development, Branding & Identity, Packaging, Typography, Email Marketing, Mac, User Experience, Creative Strategy, Visual Communication, Pre-press, Copywriting, Interaction Design, User Interface Design, Direct Marketing, WordPress, SEO, Online Marketing, Photography, Digital Marketing, Online Advertising, After Effects, Social Media Marketing
Education
Intergal Yoga Institute 2011 — 2014
Teaching Certification
Bay Area Video Coalition 2010 — 2011
University of California, Santa Cruz
Certificate
My-Kim Woo My-Kim Woo's Wells Fargo Bank Experience August 2004 - January 2006
Job Finance Manager
Industry Real Estate
Experience
Self Employed July 2012 - Present
Joint Juice, Inc / Premier Nutrition Corporation September 2010 - July 2012
Vintrust June 2007 - December 2009
Charles Schwab January 2006 - June 2007
Wells Fargo Bank August 2004 - January 2006
Skills
Microsoft Excel, Marketing Strategy, Outlook, Microsoft Word, Customer Service, Event Planning, Forecasting, Microsoft Office, Inventory Management, Marketing, Budgets, Event Management, Financial Analysis, Negotiation
Education
University of California, Santa Cruz 2000 — 2004
Bachelor of Art, Business Management Economics
Self Employed July 2012 - Present
Joint Juice, Inc / Premier Nutrition Corporation September 2010 - July 2012
Vintrust June 2007 - December 2009
Charles Schwab January 2006 - June 2007
Wells Fargo Bank August 2004 - January 2006
Skills
Microsoft Excel, Marketing Strategy, Outlook, Microsoft Word, Customer Service, Event Planning, Forecasting, Microsoft Office, Inventory Management, Marketing, Budgets, Event Management, Financial Analysis, Negotiation
Education
University of California, Santa Cruz 2000 — 2004
Bachelor of Art, Business Management Economics
Justin Leach Justin Leach's Wells Fargo Bank Experience March 2011 - November 2012
Job Sr. Mortgage Consultant at Wells Fargo Home Mortgage NMLSR ID: 685345
Industry Financial Services
Experience
Wells Fargo Home Mortgage July 2012 - Present
Wells Fargo Bank March 2011 - November 2012
Northwestern Mutual July 2010 - December 2010
San Ysidro Ranch Resort September 2007 - July 2010
Life Cube Inc. January 2009 - June 2009
Mr. Pickles Sandwich Shop May 2006 - September 2006
Skills
Mortgage Lending, Investments, Financial Analysis, Finance, Insurance, Financial Modeling, Valuation, Sales, Customer Service, Loans, Mortgage Banking, Small Business, Business Development, Selling, Banking, Credit, Portfolio Management, Loan Origination, Underwriting, FHA, Refinance, Real Estate, Residential Mortgages, FHA financing, Investment Properties, First Time Home Buyers, REO, Single Family Homes, Real Estate Transactions
Education
University of California, Santa Barbara 2004 — 2009
B.A. Economics, Economic Theory, Finance
Wells Fargo Home Mortgage July 2012 - Present
Wells Fargo Bank March 2011 - November 2012
Northwestern Mutual July 2010 - December 2010
San Ysidro Ranch Resort September 2007 - July 2010
Life Cube Inc. January 2009 - June 2009
Mr. Pickles Sandwich Shop May 2006 - September 2006
Skills
Mortgage Lending, Investments, Financial Analysis, Finance, Insurance, Financial Modeling, Valuation, Sales, Customer Service, Loans, Mortgage Banking, Small Business, Business Development, Selling, Banking, Credit, Portfolio Management, Loan Origination, Underwriting, FHA, Refinance, Real Estate, Residential Mortgages, FHA financing, Investment Properties, First Time Home Buyers, REO, Single Family Homes, Real Estate Transactions
Education
University of California, Santa Barbara 2004 — 2009
B.A. Economics, Economic Theory, Finance
Susan Jetter Susan Jetter's Wells Fargo Bank Experience 1992 - 1996
Job Lead Recruiter at Kaiser Foundation Health Plan, Inc
Industry Hospital & Health Care
Experience
Kaiser Permanente November 2014 - Present
BNP Paribas- Bank of the West February 2013 - September 2014
2GO Companies June 2012 - February 2013
Ballou Plum Wealth Advisors, LLC April 2010 - June 2012
Fortune Strategies October 2007 - February 2010
The Curran Group February 2004 - October 2007
Montgomery Resources 1998 - 2001
DM STONE RECRUITMENT SOLUTIONS 1996 - 1998
Wells Fargo Bank 1992 - 1996
Mellon Capital Management 1988 - 1991
Skills
Interviewing, Full-cycle Recruiting, Talent Acquisition, Technical Recruiting, Applicant Tracking..., Business Relationship..., Professional Networking, Recruiting, Sourcing, Talent Management, Executive Search, CRM, Leadership, Management
Education
University of California, Santa Barbara
BA, Business Economics
Calabasas High School
Kaiser Permanente November 2014 - Present
BNP Paribas- Bank of the West February 2013 - September 2014
2GO Companies June 2012 - February 2013
Ballou Plum Wealth Advisors, LLC April 2010 - June 2012
Fortune Strategies October 2007 - February 2010
The Curran Group February 2004 - October 2007
Montgomery Resources 1998 - 2001
DM STONE RECRUITMENT SOLUTIONS 1996 - 1998
Wells Fargo Bank 1992 - 1996
Mellon Capital Management 1988 - 1991
Skills
Interviewing, Full-cycle Recruiting, Talent Acquisition, Technical Recruiting, Applicant Tracking..., Business Relationship..., Professional Networking, Recruiting, Sourcing, Talent Management, Executive Search, CRM, Leadership, Management
Education
University of California, Santa Barbara
BA, Business Economics
Calabasas High School
Tanushree Mukherjee, CSM Tanushree Mukherjee, CSM's Wells Fargo Bank Experience 2007 - 2008
Job Sr. Project Manager Implementations & Product Integrations at Xoom Corporation
Industry Information Technology and Services
Experience
Xoom Corporation April 2015 - Present
NMI Holdings, Inc. (National MI) September 2012 - February 2015
New York Life Insurance Company 2010 - 2012
Symantec Corporation 2008 - 2010
Wells Fargo Bank 2007 - 2008
Cisco Systems 2006 - 2007
Napster 2004 - 2006
Lufthansa Systems 2001 - 2004
Skills
Business Analysis, Project Management, Vendor Management, Business Development, SDLC, Cross-functional Team..., Management, E-commerce, Business Strategy, Program Management, Operations Management, Leadership, Finance, Project Delivery, Risk Management, Information Technology, Integration, Software Project..., Agile Project Management, Strategic Communications, Agile Methodologies, Requirements Gathering
Education
UCSC
Project and Program Management Certification
Uttar Pradesh Technical University
Bachelor of Engineering (BE)
Xoom Corporation April 2015 - Present
NMI Holdings, Inc. (National MI) September 2012 - February 2015
New York Life Insurance Company 2010 - 2012
Symantec Corporation 2008 - 2010
Wells Fargo Bank 2007 - 2008
Cisco Systems 2006 - 2007
Napster 2004 - 2006
Lufthansa Systems 2001 - 2004
Skills
Business Analysis, Project Management, Vendor Management, Business Development, SDLC, Cross-functional Team..., Management, E-commerce, Business Strategy, Program Management, Operations Management, Leadership, Finance, Project Delivery, Risk Management, Information Technology, Integration, Software Project..., Agile Project Management, Strategic Communications, Agile Methodologies, Requirements Gathering
Education
UCSC
Project and Program Management Certification
Uttar Pradesh Technical University
Bachelor of Engineering (BE)
Patricia H. Summers's Wells Fargo Bank Experience July 1983 - June 1986
Job
Industry Executive Office
Experience
Summers Capital Partners 2012 - Present
Jacobs Engineering April 2004 - September 2012
Northrop Grumman January 2000 - May 2003
Health Net June 1999 - December 1999
Sempra Energy 1993 - 1999
Sempra Energy September 1991 - December 1993
Security Pacific Bank June 1986 - September 1991
Wells Fargo Bank July 1983 - June 1986
Skills
Deferred Compensation, Succession Planning, Employee Relations, Talent Acquisition, Talent Management, Corporate Finance, Diversity & Inclusion, Executive Compensation..., Leadership Development, Global Human Resources..., Due Diligence, M&A execution, Global Compensation, Benefits Design, Executive Development, Strategic Human..., Human Resources, Recruiting, Management Consulting, Workforce Planning, Employment Law, Personnel Management, Employee Benefits, Change Management, Organizational Design, Employee Engagement, Performance Management, Onboarding, HR Policies, Organizational..., Labor Relations, Benefits Administration, Applicant Tracking..., Compensation & Benefit, Organizational..., Executive Search, Career Development, College Recruiting, HR Consulting
Education
University of Southern California - Marshall School of Business 1981 — 1983
MBA
University of California, Santa Barbara 1975 — 1979
BA
Summers Capital Partners 2012 - Present
Jacobs Engineering April 2004 - September 2012
Northrop Grumman January 2000 - May 2003
Health Net June 1999 - December 1999
Sempra Energy 1993 - 1999
Sempra Energy September 1991 - December 1993
Security Pacific Bank June 1986 - September 1991
Wells Fargo Bank July 1983 - June 1986
Skills
Deferred Compensation, Succession Planning, Employee Relations, Talent Acquisition, Talent Management, Corporate Finance, Diversity & Inclusion, Executive Compensation..., Leadership Development, Global Human Resources..., Due Diligence, M&A execution, Global Compensation, Benefits Design, Executive Development, Strategic Human..., Human Resources, Recruiting, Management Consulting, Workforce Planning, Employment Law, Personnel Management, Employee Benefits, Change Management, Organizational Design, Employee Engagement, Performance Management, Onboarding, HR Policies, Organizational..., Labor Relations, Benefits Administration, Applicant Tracking..., Compensation & Benefit, Organizational..., Executive Search, Career Development, College Recruiting, HR Consulting
Education
University of Southern California - Marshall School of Business 1981 — 1983
MBA
University of California, Santa Barbara 1975 — 1979
BA
Sarah Douglass's Wells Fargo Bank Experience March 2001 - Present
Job SVP Content Marketing Manager at Wells Fargo Wealth Management
Industry Financial Services
Experience
Wells Fargo Bank March 2001 - Present
Skills
Publications & Content..., Financial Editor, Management, Asset Management, Strategy, Leadership, Portfolio Management, Banking
Education
University of San Francisco 1993 — 1995
Master of Arts (MA), Asia Pacific Studies
University of Cambridge 1982 — 1985
Bachelor's degree, Geography
Wells Fargo Bank March 2001 - Present
Skills
Publications & Content..., Financial Editor, Management, Asset Management, Strategy, Leadership, Portfolio Management, Banking
Education
University of San Francisco 1993 — 1995
Master of Arts (MA), Asia Pacific Studies
University of Cambridge 1982 — 1985
Bachelor's degree, Geography
Barbara J. Dixon's Wells Fargo Bank Experience August 2004 - March 2005
Job Technical Writer Contractor at Cisco
Industry Writing and Editing
Experience
Contractor at Cisco June 2015 - Present
Longwavemedia.com February 2012 - May 2014
Coupons.com Inc. April 2011 - February 2012
Sony Solutions Engineering February 2010 - October 2010
Freelance August 2008 - September 2009
MedPlexus March 2008 - July 2008
Mistletoe Technologies January 2007 - September 2007
Symantec February 2006 - January 2007
VeriSign June 2005 - November 2005
Wells Fargo Bank August 2004 - March 2005
Skills
Manuals, Product Development, Dreamweaver, FrameMaker, Online Help, Visio, Technical Writing, SharePoint, Software Documentation, RoboHelp, Editing, Technical Documentation, WordPress, Web Content, Training
Education
University of California, Santa Cruz
BA, Religious Studies; writing, programming; science illustration, art, biology, and world religions
University of California, Santa Cruz
Bachelor's degree
Contractor at Cisco June 2015 - Present
Longwavemedia.com February 2012 - May 2014
Coupons.com Inc. April 2011 - February 2012
Sony Solutions Engineering February 2010 - October 2010
Freelance August 2008 - September 2009
MedPlexus March 2008 - July 2008
Mistletoe Technologies January 2007 - September 2007
Symantec February 2006 - January 2007
VeriSign June 2005 - November 2005
Wells Fargo Bank August 2004 - March 2005
Skills
Manuals, Product Development, Dreamweaver, FrameMaker, Online Help, Visio, Technical Writing, SharePoint, Software Documentation, RoboHelp, Editing, Technical Documentation, WordPress, Web Content, Training
Education
University of California, Santa Cruz
BA, Religious Studies; writing, programming; science illustration, art, biology, and world religions
University of California, Santa Cruz
Bachelor's degree
Kristen (Hausvick) Johansson's Wells Fargo Bank Experience September 2003 - Present
Job Executive Assistant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank September 2003 - Present
USTrust February 1998 - August 2003
Education
University of California, Santa Barbara 1982 — 1986
BA, Liberal Studies
Wells Fargo Bank September 2003 - Present
USTrust February 1998 - August 2003
Education
University of California, Santa Barbara 1982 — 1986
BA, Liberal Studies
Becky McNaghten's Wells Fargo Bank Experience January 2010 - Present
Job Financial Representative at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank January 2010 - Present
McNaghtiker Productions September 2008 - Present
Hallock Healey Entertainment January 2008 - Present
Hallock Healey Entertainment May 2006 - September 2006
NBC Universal 2003 - 2005
Education
University of Southern California 2003 — 2005
University of California, Santa Barbara 1999 — 2003
BA, Business Economics, Psychology
Wells Fargo Bank January 2010 - Present
McNaghtiker Productions September 2008 - Present
Hallock Healey Entertainment January 2008 - Present
Hallock Healey Entertainment May 2006 - September 2006
NBC Universal 2003 - 2005
Education
University of Southern California 2003 — 2005
University of California, Santa Barbara 1999 — 2003
BA, Business Economics, Psychology
Joy Bagnall's Wells Fargo Bank Experience 1985 - 1990
Job SVP Bank Operations & Services Division @ Union Bank
Industry Banking
Experience
Union Bank SVP- Bank Operations DivisionUnion Bank of California2008 - Present
Union Bank 2007 - Present
Western Financial Bank 2001 - 2007
Bank of America / National Account 1990 - 2001
Bank of America 1990 - 2000
Wells Fargo Bank 1985 - 1990
Education
University of California, Santa Barbara
Union Bank SVP- Bank Operations DivisionUnion Bank of California2008 - Present
Union Bank 2007 - Present
Western Financial Bank 2001 - 2007
Bank of America / National Account 1990 - 2001
Bank of America 1990 - 2000
Wells Fargo Bank 1985 - 1990
Education
University of California, Santa Barbara
Collin Thorne's Wells Fargo Bank Experience November 2006 - June 2008
Job Trader at BTIG
Industry Financial Services
Experience
BTIG March 2010 - Present
Global Crown Capital July 2008 - April 2010
Wells Fargo Bank November 2006 - June 2008
Skills
Investments, Asset Management, Equities, Series 7, Bloomberg, Banking, Fixed Income, Loans, Microsoft Excel, Sales, Valuation, Series 63, Event Planning, Financial Analysis
Education
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts (BA)
BTIG March 2010 - Present
Global Crown Capital July 2008 - April 2010
Wells Fargo Bank November 2006 - June 2008
Skills
Investments, Asset Management, Equities, Series 7, Bloomberg, Banking, Fixed Income, Loans, Microsoft Excel, Sales, Valuation, Series 63, Event Planning, Financial Analysis
Education
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts (BA)
Marci Knutson Alley's Wells Fargo Bank Experience
Job Mobile Messaging Engineer at Wells Fargo Bank
Industry Computer Software
Experience
Wells Fargo Bank
Skills
Blackberry, iPhone / iPad, Microsoft Technologies, Mobile Devices, Messaging, iPad, Microsoft Exchange, Windows Server, iPhone, ITIL, Lotus Notes, Active Directory, Blackberry Enterprise..., Disaster Recovery, SharePoint, Integration, Servers, VMware, Mobile Technology, Visio, Enterprise Architecture, IT Strategy, System Deployment, Troubleshooting, Security, DNS
Education
University of California, Santa Barbara
Wells Fargo Bank
Skills
Blackberry, iPhone / iPad, Microsoft Technologies, Mobile Devices, Messaging, iPad, Microsoft Exchange, Windows Server, iPhone, ITIL, Lotus Notes, Active Directory, Blackberry Enterprise..., Disaster Recovery, SharePoint, Integration, Servers, VMware, Mobile Technology, Visio, Enterprise Architecture, IT Strategy, System Deployment, Troubleshooting, Security, DNS
Education
University of California, Santa Barbara
Peter Byeon's Wells Fargo Bank Experience January 2010 - April 2013
Job Registered Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2013 - Present
Wells Fargo Bank January 2010 - April 2013
Wells Fargo Bank September 2009 - December 2009
Wells Fargo Investments April 2009 - August 2009
Wells Fargo Bank January 2006 - April 2009
Skills
Series 7, Investments, Portfolio Management, Wealth Management, Banking, Customer Service, Equities, Financial Analysis, Financial Services, Management, Microsoft Excel, Microsoft Office, Mutual Funds
Education
University of California, San Diego 2000 — 2005
Bachelor of Science (B.S.), Computer Science
Morgan Stanley Wealth Management April 2013 - Present
Wells Fargo Bank January 2010 - April 2013
Wells Fargo Bank September 2009 - December 2009
Wells Fargo Investments April 2009 - August 2009
Wells Fargo Bank January 2006 - April 2009
Skills
Series 7, Investments, Portfolio Management, Wealth Management, Banking, Customer Service, Equities, Financial Analysis, Financial Services, Management, Microsoft Excel, Microsoft Office, Mutual Funds
Education
University of California, San Diego 2000 — 2005
Bachelor of Science (B.S.), Computer Science
Sean Appenrodt's Wells Fargo Bank Experience December 1997 - Present
Job Business Banking Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank December 1997 - Present
Education
University of California, Santa Barbara
Wells Fargo Bank December 1997 - Present
Education
University of California, Santa Barbara
Jessica Layman's Wells Fargo Bank Experience April 2010 - January 2013
Job Financial Analyst at West Coast Financial
Industry Retail
Experience
West Coast Financial April 2014 - Present
West Coast Financial January 2013 - April 2014
Wells Fargo Bank April 2010 - January 2013
Wachovia, A Wells Fargo Company November 2009 - April 2010
Game Crazy January 2007 - November 2009
The Limited June 2006 - September 2006
JC Penney April 2005 - August 2005
Skills
Customer Service, Inventory Management, Loss Prevention, PowerPoint, Microsoft Word, Banking
Education
University of California, Santa Barbara 2005 — 2009
B.A, History
Moorpark High School 2001 — 2005
Graduated, 2005
West Coast Financial April 2014 - Present
West Coast Financial January 2013 - April 2014
Wells Fargo Bank April 2010 - January 2013
Wachovia, A Wells Fargo Company November 2009 - April 2010
Game Crazy January 2007 - November 2009
The Limited June 2006 - September 2006
JC Penney April 2005 - August 2005
Skills
Customer Service, Inventory Management, Loss Prevention, PowerPoint, Microsoft Word, Banking
Education
University of California, Santa Barbara 2005 — 2009
B.A, History
Moorpark High School 2001 — 2005
Graduated, 2005
Haas Sullivan, CPA's Wells Fargo Bank Experience June 2004 - August 2005
Job Director, Accounting at Rubicon Project
Industry Accounting
Experience
Rubicon Project September 2015 - Present
eRecyclingCorps September 2010 - September 2015
Deloitte September 2005 - September 2010
Wells Fargo Bank June 2004 - August 2005
Skills
SEC filings, Internal Controls, Accounting, Financial Analysis
Education
University of California, Santa Barbara 2001 — 2005
BA, Economics, Business, Accounting
El Segundo High School
Rubicon Project September 2015 - Present
eRecyclingCorps September 2010 - September 2015
Deloitte September 2005 - September 2010
Wells Fargo Bank June 2004 - August 2005
Skills
SEC filings, Internal Controls, Accounting, Financial Analysis
Education
University of California, Santa Barbara 2001 — 2005
BA, Economics, Business, Accounting
El Segundo High School
Chris Dimeglio's Wells Fargo Bank Experience November 2000 - Present
Job Analytics Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank November 2000 - Present
Optum 1995 - 2000
Davidson College January 1994 - March 1995
Northrop Grumman May 1980 - October 1992
Santa Barbara Medical Clinic 1972 - 1976
Skills
Oracle, Data Integrity, Data Warehousing, Crystal Reports, Unix, Databases, Testing, Microstrategy, Business Analysis, Data Modeling, PL/SQL, SSIS, Enterprise Architecture, Database Design, ETL, SQL, JCL, COBOL, SDLC, Software Project..., Autosys, SSRS, Disaster Recovery, Data Analysis, Business Process, MS Project, ASP.NET, Access, IT Strategy, SharePoint, Visio, Business Requirements, Unix Shell Scripting, C#, Integration, DB2, Business Objects, Software Documentation, ITIL, Architecture, VB.NET, XML, Requirements Gathering, Data Mining, Teradata, Solution Architecture, Agile Methodologies, Requirements Analysis, Java, Software Development
Education
University of California, Santa Barbara 1972 — 1976
BA, Music
Shaker Heights High School 1965 — 1968
SHHS, College Prep and so much more
Wells Fargo Bank November 2000 - Present
Optum 1995 - 2000
Davidson College January 1994 - March 1995
Northrop Grumman May 1980 - October 1992
Santa Barbara Medical Clinic 1972 - 1976
Skills
Oracle, Data Integrity, Data Warehousing, Crystal Reports, Unix, Databases, Testing, Microstrategy, Business Analysis, Data Modeling, PL/SQL, SSIS, Enterprise Architecture, Database Design, ETL, SQL, JCL, COBOL, SDLC, Software Project..., Autosys, SSRS, Disaster Recovery, Data Analysis, Business Process, MS Project, ASP.NET, Access, IT Strategy, SharePoint, Visio, Business Requirements, Unix Shell Scripting, C#, Integration, DB2, Business Objects, Software Documentation, ITIL, Architecture, VB.NET, XML, Requirements Gathering, Data Mining, Teradata, Solution Architecture, Agile Methodologies, Requirements Analysis, Java, Software Development
Education
University of California, Santa Barbara 1972 — 1976
BA, Music
Shaker Heights High School 1965 — 1968
SHHS, College Prep and so much more
Carey Bescoby's Wells Fargo Bank Experience May 2005 - Present
Job Learning and Development Manager Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank May 2005 - Present
MDL Information Systems January 2002 - April 2005
Charles Schwab & Co July 2000 - October 2001
Pacific Bell Directory August 1998 - June 2000
Pacific Bell Directory March 1991 - July 1998
Skills
E-Learning, Process Improvement, Program Management, Instructional Design, Learning Management, Blended Learning, Instructor-led Training, ADDIE, Performance Consulting, Captivate, Learning Management..., Needs Analysis, Strategy, Call Centers, Management, Training, Training Delivery, Technical Writing
Education
University of California, Santa Barbara
MA, Educational Technology
Wells Fargo Bank May 2005 - Present
MDL Information Systems January 2002 - April 2005
Charles Schwab & Co July 2000 - October 2001
Pacific Bell Directory August 1998 - June 2000
Pacific Bell Directory March 1991 - July 1998
Skills
E-Learning, Process Improvement, Program Management, Instructional Design, Learning Management, Blended Learning, Instructor-led Training, ADDIE, Performance Consulting, Captivate, Learning Management..., Needs Analysis, Strategy, Call Centers, Management, Training, Training Delivery, Technical Writing
Education
University of California, Santa Barbara
MA, Educational Technology
Richard Bame's Wells Fargo Bank Experience November 1993 - Present
Job Project Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank November 1993 - Present
Wells Fargo Bank 1993 - 2011
Glendale Federal Bank FSB June 1989 - November 1993
Education
Harvard University Extension School 1986 — 1987
Certificate, Administration and Management
University of California, Santa Cruz 1979 — 1982
BA, Modern Society and Social Thought
Wells Fargo Bank November 1993 - Present
Wells Fargo Bank 1993 - 2011
Glendale Federal Bank FSB June 1989 - November 1993
Education
Harvard University Extension School 1986 — 1987
Certificate, Administration and Management
University of California, Santa Cruz 1979 — 1982
BA, Modern Society and Social Thought
Paul Stratz's Wells Fargo Bank Experience April 2007 - November 2013
Job Vice President / Relationship Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank April 2007 - November 2013
Wells Fargo Bank January 2006 - February 2007
Wells Fargo Bank October 2000 - December 2005
Skills
Lines Of Credit, Commercial Banking, Commercial Mortgages, Loans, Credit, Banking, Treasury Management, Portfolio Management, Underwriting, Consumer Lending, Credit Risk, Construction Loans, Wealth Management, Financial Analysis, Asset Based Lending
Education
University of California, Santa Barbara 1984 — 1989
Bachelor of Arts, Business Economics
Wells Fargo Bank April 2007 - November 2013
Wells Fargo Bank January 2006 - February 2007
Wells Fargo Bank October 2000 - December 2005
Skills
Lines Of Credit, Commercial Banking, Commercial Mortgages, Loans, Credit, Banking, Treasury Management, Portfolio Management, Underwriting, Consumer Lending, Credit Risk, Construction Loans, Wealth Management, Financial Analysis, Asset Based Lending
Education
University of California, Santa Barbara 1984 — 1989
Bachelor of Arts, Business Economics
David Navarro's Wells Fargo Bank Experience 2007 - Present
Job Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank 2007 - Present
Wells Fargo Bank 1999 - 2007
Wells Fargo Bank 1994 - 1999
Wells Fargo Bank 1993 - 1994
Wells Fargo Bank 1992 - 1992
Northrop Grumman Aerospace Systems 1985 - 1991
Skills
Banking, Risk Management, Portfolio Management, Financial Risk, Analytics, Financial Modeling, Financial Analysis, SAS, Vendor Management, Fraud, Relationship Management, Credit, Leadership, Management, Financial Services, Commercial Banking, Business Analysis, Strategy
Education
University of Rochester - Simon Business School 1991 — 1993
MBA, Finance, Marketing
University of California, Santa Barbara 1980 — 1985
BS, Electrical Engineering
Studio A.C.T., San Francisco, CA
Wells Fargo Bank 2007 - Present
Wells Fargo Bank 1999 - 2007
Wells Fargo Bank 1994 - 1999
Wells Fargo Bank 1993 - 1994
Wells Fargo Bank 1992 - 1992
Northrop Grumman Aerospace Systems 1985 - 1991
Skills
Banking, Risk Management, Portfolio Management, Financial Risk, Analytics, Financial Modeling, Financial Analysis, SAS, Vendor Management, Fraud, Relationship Management, Credit, Leadership, Management, Financial Services, Commercial Banking, Business Analysis, Strategy
Education
University of Rochester - Simon Business School 1991 — 1993
MBA, Finance, Marketing
University of California, Santa Barbara 1980 — 1985
BS, Electrical Engineering
Studio A.C.T., San Francisco, CA
Chris Hoff's Wells Fargo Bank Experience 2009 - Present
Job at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank 2009 - Present
Wells Fargo Bank 1998 - 2008
Wells Fargo 1996 - 1997
Wells Fargo 1992 - 1995
Skills
Loss Forecasting, Basel II, Financial Analysis, Executive Reporting, Direct Mail, SQL, Operational Risk, Portfolio Management, Banking, Due Diligence, Corporate Finance, Commercial Banking, Valuation, Analysis, Relationship Management, Financial Services, Credit, Capital Markets, Forecasting, Financial Modeling, Mergers, Market Risk, Consumer Lending, Finance, Enterprise Risk..., Fixed Income, Marketing, Strategy, Leadership, Risk Analytics, Business Analysis, Commercial Lending, Investments, Structured Finance, Strategic Financial..., Credit Cards, Derivatives, Operational Risk..., Team Building, Cash Management, Auditing, Asset Management, Loan Origination, Risk Management, Financial Risk, Management, Loans, Underwriting, Strategic Planning, Analytics
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1982
MBA, Finance
University of California, Santa Barbara 1976 — 1980
BA, Math Economics
Wells Fargo Bank 2009 - Present
Wells Fargo Bank 1998 - 2008
Wells Fargo 1996 - 1997
Wells Fargo 1992 - 1995
Skills
Loss Forecasting, Basel II, Financial Analysis, Executive Reporting, Direct Mail, SQL, Operational Risk, Portfolio Management, Banking, Due Diligence, Corporate Finance, Commercial Banking, Valuation, Analysis, Relationship Management, Financial Services, Credit, Capital Markets, Forecasting, Financial Modeling, Mergers, Market Risk, Consumer Lending, Finance, Enterprise Risk..., Fixed Income, Marketing, Strategy, Leadership, Risk Analytics, Business Analysis, Commercial Lending, Investments, Structured Finance, Strategic Financial..., Credit Cards, Derivatives, Operational Risk..., Team Building, Cash Management, Auditing, Asset Management, Loan Origination, Risk Management, Financial Risk, Management, Loans, Underwriting, Strategic Planning, Analytics
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1982
MBA, Finance
University of California, Santa Barbara 1976 — 1980
BA, Math Economics
Leesa Henry's Wells Fargo Bank Experience 2001 - October 2011
Job Business Initiatives Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2011 - Present
Wells Fargo Bank 2001 - October 2011
Wells Fargo April 2001 - 2011
Education
UCSB
BA, Anthropology
Wells Fargo October 2011 - Present
Wells Fargo Bank 2001 - October 2011
Wells Fargo April 2001 - 2011
Education
UCSB
BA, Anthropology
Patrice Alexander-Lee's Wells Fargo Bank Experience February 1989 - September 1995
Job Director at First Data
Industry Financial Services
Experience
First Data Corporation 2010 - Present
First Data Corporation, Concord EFS, Star Systems 1996 - Present
Wells Fargo Bank February 1989 - September 1995
Skills
Electronic Payments, Payment Card Processing, E-payments, Credit Cards, Business Analysis, Vendor Management, Banking, Payment Systems, Payments, Financial Services, Mobile Payments, Debit Cards, Relationship Management
Education
University of California, San Diego 1987 — 1993
BA
First Data Corporation 2010 - Present
First Data Corporation, Concord EFS, Star Systems 1996 - Present
Wells Fargo Bank February 1989 - September 1995
Skills
Electronic Payments, Payment Card Processing, E-payments, Credit Cards, Business Analysis, Vendor Management, Banking, Payment Systems, Payments, Financial Services, Mobile Payments, Debit Cards, Relationship Management
Education
University of California, San Diego 1987 — 1993
BA
Christina Booth's Wells Fargo Bank Experience January 2007 - June 2009
Job Teacher at French American International School
Industry Primary/Secondary Education
Experience
French American International School March 2013 - Present
YMCA of San Francisco June 2013 - July 2013
YMCA of San Francisco May 2012 - July 2012
San Juan Unified School District August 2009 - December 2011
Wells Fargo Bank January 2007 - June 2009
Skills
PowerPoint, Social Media, Social Networking, Microsoft Excel, Microsoft Office, Facebook, Strategic Partnerships, Event Management, Email Marketing, User Experience, Photoshop, iPhone
Education
University of California, Santa Barbara 2002 — 2006
BA, Psychology
French American International School March 2013 - Present
YMCA of San Francisco June 2013 - July 2013
YMCA of San Francisco May 2012 - July 2012
San Juan Unified School District August 2009 - December 2011
Wells Fargo Bank January 2007 - June 2009
Skills
PowerPoint, Social Media, Social Networking, Microsoft Excel, Microsoft Office, Facebook, Strategic Partnerships, Event Management, Email Marketing, User Experience, Photoshop, iPhone
Education
University of California, Santa Barbara 2002 — 2006
BA, Psychology
Scott P. Hansen, CFP(r)'s Wells Fargo Bank Experience July 2008 - Present
Job SVP, Regional Director at Wells Fargo Wealth Management Group
Industry Financial Services
Experience
Wells Fargo Bank July 2008 - Present
US Trust March 1999 - July 2008
Santa Barbara Bank & Trust March 1989 - September 1998
Education
University of California, Santa Barbara 2000 — 2002
PFP, Personal Financial Planning Designation
University of California, Santa Barbara 1986 — 1990
BA, English
Wells Fargo Bank July 2008 - Present
US Trust March 1999 - July 2008
Santa Barbara Bank & Trust March 1989 - September 1998
Education
University of California, Santa Barbara 2000 — 2002
PFP, Personal Financial Planning Designation
University of California, Santa Barbara 1986 — 1990
BA, English
Marc Wrinkle's Wells Fargo Bank Experience May 2004 - April 2006
Job Private Mortgage Banker at Wells Fargo Bank NMLSR ID 461851
Industry Financial Services
Experience
Wells Fargo November 2012 - Present
Wells Fargo April 2006 - November 2012
Wells Fargo Bank May 2004 - April 2006
Wells Fargo Bank March 2003 - April 2004
Wells Fargo Bank November 2001 - February 2003
Skills
Credit, Loans, Wealth Management, Investments, Mortgage Lending, Financial Analysis, Asset Managment, Risk Management, Series 7, Portfolio Management, Financial Services, Finance, Commercial Lending
Education
University of California, Santa Barbara
BA, Global and International Studies
Wells Fargo November 2012 - Present
Wells Fargo April 2006 - November 2012
Wells Fargo Bank May 2004 - April 2006
Wells Fargo Bank March 2003 - April 2004
Wells Fargo Bank November 2001 - February 2003
Skills
Credit, Loans, Wealth Management, Investments, Mortgage Lending, Financial Analysis, Asset Managment, Risk Management, Series 7, Portfolio Management, Financial Services, Finance, Commercial Lending
Education
University of California, Santa Barbara
BA, Global and International Studies
Melissa Minas's Wells Fargo Bank Experience April 1990 - July 1998
Job Project Manager at Chula Vista Elementary School District
Industry Education Management
Experience
Chula Vista Elementary School District November 2008 - Present
Cal Western Reconveyance, a Prommis Solutions Company, LLC October 2007 - November 2008
Homecomings Financial May 2006 - May 2007
Junior Achievement of San Diego & Imperial Counties October 2001 - May 2006
GMAC Mortgage July 1998 - October 2001
Wells Fargo Bank April 1990 - July 1998
Skills
Community Outreach, Educational Leadership, Strategic Planning, Nonprofits, Public Speaking, Grant Writing, Staff Development, Instructional Design, Training, Program Management, Policy, Program Development, Fundraising, Event Planning, Leadership, Community Development, Government, Research
Education
FEMA Emergency Management Institute 2013 — 2014
Graduate, National Emergency Management Academy
University of California, San Diego 1985 — 1990
BA, Urban Studies & Planning
Chula Vista Elementary School District November 2008 - Present
Cal Western Reconveyance, a Prommis Solutions Company, LLC October 2007 - November 2008
Homecomings Financial May 2006 - May 2007
Junior Achievement of San Diego & Imperial Counties October 2001 - May 2006
GMAC Mortgage July 1998 - October 2001
Wells Fargo Bank April 1990 - July 1998
Skills
Community Outreach, Educational Leadership, Strategic Planning, Nonprofits, Public Speaking, Grant Writing, Staff Development, Instructional Design, Training, Program Management, Policy, Program Development, Fundraising, Event Planning, Leadership, Community Development, Government, Research
Education
FEMA Emergency Management Institute 2013 — 2014
Graduate, National Emergency Management Academy
University of California, San Diego 1985 — 1990
BA, Urban Studies & Planning
Curtis Storm's Wells Fargo Bank Experience July 2010 - Present
Job Business Banker Commercial Lender Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank July 2010 - Present
Wells Fargo Bank July 2010 - November 2012
SunTrust Bank July 2007 - July 2010
Skills
Credit, Loans, Commercial Banking, Banking, Relationship Management, Commercial Lending, New Business Development, Negotiation, Credit Analysis, Consulting, Finance, Underwriting, Treasury Management, Financial Analysis, Financial Services, Commercial Mortgages, Lines Of Credit, Investments, Small Business Lending, Working Capital..., Credit Risk, Business Development, Loan Origination, Portfolio Management, Cash Management, Cash Flow, Analytics, SBA, Asset Based Lending, Deposits
Education
University of Central Florida 2003 — 2007
BSBA, Finance
Wells Fargo Bank July 2010 - Present
Wells Fargo Bank July 2010 - November 2012
SunTrust Bank July 2007 - July 2010
Skills
Credit, Loans, Commercial Banking, Banking, Relationship Management, Commercial Lending, New Business Development, Negotiation, Credit Analysis, Consulting, Finance, Underwriting, Treasury Management, Financial Analysis, Financial Services, Commercial Mortgages, Lines Of Credit, Investments, Small Business Lending, Working Capital..., Credit Risk, Business Development, Loan Origination, Portfolio Management, Cash Management, Cash Flow, Analytics, SBA, Asset Based Lending, Deposits
Education
University of Central Florida 2003 — 2007
BSBA, Finance
Lizbeth Cano's Wells Fargo Bank Experience 2011 - Present
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank 2011 - Present
Wells Fargo 2006 - 2011
Wells Fargo 2004 - 2008
Bank of America 1998 - 2001
Skills
Portfolio Management, Real Estate, Credit, Financial Analysis, Loans, Finance, Banking, Underwriting, Management, Team Leadership, Small Business Lending, Financial Structuring
Education
University of California, Santa Cruz 1994 — 1998
Bachelor's degree, Business Administration and Management, General
Wells Fargo Bank 2011 - Present
Wells Fargo 2006 - 2011
Wells Fargo 2004 - 2008
Bank of America 1998 - 2001
Skills
Portfolio Management, Real Estate, Credit, Financial Analysis, Loans, Finance, Banking, Underwriting, Management, Team Leadership, Small Business Lending, Financial Structuring
Education
University of California, Santa Cruz 1994 — 1998
Bachelor's degree, Business Administration and Management, General
Mylee Bernardo's Wells Fargo Bank Experience September 2009 - February 2011
Job Sr. Systems Analyst at macys.com
Industry Information Technology and Services
Experience
macys.com September 2012 - Present
macys.com February 2011 - August 2012
Wells Fargo Bank September 2009 - February 2011
Gap Inc. 2000 - 2007
Skills
Business Analysis, SDLC, Business Requirements, E-commerce, Requirements Gathering, Requirements Analysis, SharePoint, Agile Methodologies, SQL, Project Management, Process Improvement, Vendor Management, Visio, Software Project..., Release Management, Access, Systems Analysis, Business Process
Education
University of California, Santa Cruz
macys.com September 2012 - Present
macys.com February 2011 - August 2012
Wells Fargo Bank September 2009 - February 2011
Gap Inc. 2000 - 2007
Skills
Business Analysis, SDLC, Business Requirements, E-commerce, Requirements Gathering, Requirements Analysis, SharePoint, Agile Methodologies, SQL, Project Management, Process Improvement, Vendor Management, Visio, Software Project..., Release Management, Access, Systems Analysis, Business Process
Education
University of California, Santa Cruz
Calvin Yeung's Wells Fargo Bank Experience
Job APPLICATION SYSTEMS ENGINEER at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank
Skills
SDLC, SQL
Education
University of California, Santa Cruz 2001 — 2003
Wells Fargo Bank
Skills
SDLC, SQL
Education
University of California, Santa Cruz 2001 — 2003
Christopher Gunnuscio's Wells Fargo Bank Experience OED ConsultantWells Fargo2012 - 2015
Job Organizational Effectiveness Consultant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank OED ConsultantWells Fargo2012 - 2015
Wells Fargo 2012 - 2015
Skills
Training, Employee Training, Coaching, Training Delivery, Performance Management, Succession Planning, Employee Engagement, Onboarding, Learning Management, Talent Management, Sales Process, Staff Development, Training Facilitation, Performance Consulting, Needs Analysis, engagement, StrengthsFinder, Employee Surveys, Analytics, Team Building
Education
University of California, Santa Cruz 2011 — 2013
Project Management
Wells Fargo Bank OED ConsultantWells Fargo2012 - 2015
Wells Fargo 2012 - 2015
Skills
Training, Employee Training, Coaching, Training Delivery, Performance Management, Succession Planning, Employee Engagement, Onboarding, Learning Management, Talent Management, Sales Process, Staff Development, Training Facilitation, Performance Consulting, Needs Analysis, engagement, StrengthsFinder, Employee Surveys, Analytics, Team Building
Education
University of California, Santa Cruz 2011 — 2013
Project Management
Ed Blazejewski's Wells Fargo Bank Experience June 2007 - April 2009
Job VP Senior Business Relationship Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase May 2013 - Present
Wells Fargo Bank N.A. April 2009 - May 2013
Wells Fargo Bank June 2007 - April 2009
Skills
Banking, Credit, Small Business Lending, Mortgage Lending, Commercial Lending, Commercial Banking, Consumer Lending, Retail Banking, Credit Analysis, Lines Of Credit, Portfolio Management, Loan Origination, Mortgage Banking, Relationship Management, Cross Selling, Wealth Management, Investments, Financial Analysis, Credit Risk, Commercial Mortgages, Asset Based Lending, SBA, Treasury Management, Residential Mortgages, Cash Management, Credit Cards, Deposits, Financial Risk, Merchant Services, Internet Banking, Operational Risk, AML, Cash Flow Lending, Core Banking, Commercial Finance, Risk Management, Corporate Finance, Operational Risk...
Education
UCSB
Bachelor of Science (BS)
JPMorgan Chase May 2013 - Present
Wells Fargo Bank N.A. April 2009 - May 2013
Wells Fargo Bank June 2007 - April 2009
Skills
Banking, Credit, Small Business Lending, Mortgage Lending, Commercial Lending, Commercial Banking, Consumer Lending, Retail Banking, Credit Analysis, Lines Of Credit, Portfolio Management, Loan Origination, Mortgage Banking, Relationship Management, Cross Selling, Wealth Management, Investments, Financial Analysis, Credit Risk, Commercial Mortgages, Asset Based Lending, SBA, Treasury Management, Residential Mortgages, Cash Management, Credit Cards, Deposits, Financial Risk, Merchant Services, Internet Banking, Operational Risk, AML, Cash Flow Lending, Core Banking, Commercial Finance, Risk Management, Corporate Finance, Operational Risk...
Education
UCSB
Bachelor of Science (BS)
Nancy Holden, CFA's Wells Fargo Bank Experience October 1987 - June 1993
Job Senior Managing Director; Head of Client Relations
Industry Financial Services
Experience
INTECH Investment Management LLC October 2010 - Present
Janus Capital Group March 2002 - July 2011
Northern Trust August 1998 - February 2002
Norwest Bank July 1993 - July 1998
Wells Fargo Bank October 1987 - June 1993
Education
University of California, Santa Barbara 1981 — 1986
BA, Business Economics
INTECH Investment Management LLC October 2010 - Present
Janus Capital Group March 2002 - July 2011
Northern Trust August 1998 - February 2002
Norwest Bank July 1993 - July 1998
Wells Fargo Bank October 1987 - June 1993
Education
University of California, Santa Barbara 1981 — 1986
BA, Business Economics
Kevin Wieland's Wells Fargo Bank Experience October 2009 - June 2012
Job Vice President at Wells Fargo Bank
Industry Real Estate
Experience
Wells Fargo June 2012 - Present
Wells Fargo Bank October 2009 - June 2012
Legg Mason Real Estate Investors 2002 - 2008
Skills
Disposition, Asset Management, Real Estate, Real Estate Financing, Real Estate Development, Investment Properties, Real Estate Transactions, Valuation, Investments, Due Diligence, Commercial Real Estate, Loans, Financial Modeling, Underwriting, Commercial Mortgages
Education
University of Southern California 1997 — 1998
MRED, Real Estate
University of California, Santa Barbara
BA
Wells Fargo June 2012 - Present
Wells Fargo Bank October 2009 - June 2012
Legg Mason Real Estate Investors 2002 - 2008
Skills
Disposition, Asset Management, Real Estate, Real Estate Financing, Real Estate Development, Investment Properties, Real Estate Transactions, Valuation, Investments, Due Diligence, Commercial Real Estate, Loans, Financial Modeling, Underwriting, Commercial Mortgages
Education
University of Southern California 1997 — 1998
MRED, Real Estate
University of California, Santa Barbara
BA
Rocky Angelini's Wells Fargo Bank Experience May 2002 - Present
Job Technical Project Manager at Wells Fargo Bank
Industry Information Technology and Services
Experience
Wells Fargo Bank May 2002 - Present
Wells Fargo 2002 - Present
Education
University of Utah 1990 — 1993
MBA, Business
University of California, Santa Barbara 1983 — 1988
Bachelors, Geology
Wells Fargo Bank May 2002 - Present
Wells Fargo 2002 - Present
Education
University of Utah 1990 — 1993
MBA, Business
University of California, Santa Barbara 1983 — 1988
Bachelors, Geology
Larry Kennedy's Wells Fargo Bank Experience January 2010 - April 2012
Job Field Agent Volusia County at Knights of Columbus
Industry Insurance
Experience
Knights of Columbus December 2014 - Present
Florida Capital Bank July 2012 - June 2014
Wells Fargo Bank January 2010 - April 2012
Wachovia Bank February 2001 - December 2009
First Union National Bank July 1995 - January 2001
Coral Gables Federal Savings & Loan Association May 1987 - June 1995
Skills
Public Speaking, Business Development, Small Business Lending, Loans, Residential Mortgages, Training, Refinance, Customer Service, Time Management, Credit, Banking, Small Business, Mortgage Lending, Teamwork, Management, Sales, Analysis, Meeting, Commercial Mortgages, Real Estate, Team Leadership, Commercial Lending, Mortgage Banking, SBA 7A/504, Deposits, instructed seminars, advised clients, analyze financial data, approve or deny credit..., delegate work, manage large staff, communicate visually..., schedule meetings both..., plan and organize work, make presentations, identify financial..., use time management..., work as a team member, resolve conflicts, make decisions, develop bugets, Finance, Commercial Banking, Credit Analysis, Consumer Lending, Underwriting, Retail Banking
Education
University of Central Florida
Bachelor of Science, Business Administration; Finance
Knights of Columbus December 2014 - Present
Florida Capital Bank July 2012 - June 2014
Wells Fargo Bank January 2010 - April 2012
Wachovia Bank February 2001 - December 2009
First Union National Bank July 1995 - January 2001
Coral Gables Federal Savings & Loan Association May 1987 - June 1995
Skills
Public Speaking, Business Development, Small Business Lending, Loans, Residential Mortgages, Training, Refinance, Customer Service, Time Management, Credit, Banking, Small Business, Mortgage Lending, Teamwork, Management, Sales, Analysis, Meeting, Commercial Mortgages, Real Estate, Team Leadership, Commercial Lending, Mortgage Banking, SBA 7A/504, Deposits, instructed seminars, advised clients, analyze financial data, approve or deny credit..., delegate work, manage large staff, communicate visually..., schedule meetings both..., plan and organize work, make presentations, identify financial..., use time management..., work as a team member, resolve conflicts, make decisions, develop bugets, Finance, Commercial Banking, Credit Analysis, Consumer Lending, Underwriting, Retail Banking
Education
University of Central Florida
Bachelor of Science, Business Administration; Finance
Deborah Rochelle's Wells Fargo Bank Experience January 2001 - January 2003
Job Relationship Manager at T. Rowe Price
Industry Human Resources
Experience
T. Rowe Price March 2011 - Present
104 Partners March 2010 - March 2011
Benefits Planning Inc 2011 - 2011
Alexandria Housing Authority January 2005 - September 2009
Wells Fargo Bank January 2001 - January 2003
Watson Wyatt Worldwide January 1988 - January 2001
Towers Watson (formerly Watson Wyatt) January 1996 - January 1999
Watson Wyatt January 1988 - January 1996
Education
University of California, Santa Barbara
T. Rowe Price March 2011 - Present
104 Partners March 2010 - March 2011
Benefits Planning Inc 2011 - 2011
Alexandria Housing Authority January 2005 - September 2009
Wells Fargo Bank January 2001 - January 2003
Watson Wyatt Worldwide January 1988 - January 2001
Towers Watson (formerly Watson Wyatt) January 1996 - January 1999
Watson Wyatt January 1988 - January 1996
Education
University of California, Santa Barbara
Rebecca Molayem's Wells Fargo Bank Experience August 2007 - Present
Job Business Specialist at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank August 2007 - Present
Skills
Banking, Credit, Customer Service, Event Planning, Loans, Research, Social Media, Microsoft Office
Education
University of California, Santa Barbara 2010 — 2012
Global Studies
Wells Fargo Bank August 2007 - Present
Skills
Banking, Credit, Customer Service, Event Planning, Loans, Research, Social Media, Microsoft Office
Education
University of California, Santa Barbara 2010 — 2012
Global Studies
Namrata Bhargava's Wells Fargo Bank Experience January 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Bank January 2011 - Present
The Hunter Group February 2007 - February 2009
Education
University of California, San Diego
Bookkeeping
Wells Fargo Bank January 2011 - Present
The Hunter Group February 2007 - February 2009
Education
University of California, San Diego
Bookkeeping
Tobi Mason's Wells Fargo Bank Experience 1999 - 2003
Job Senior Vice President, Boston Private Bank Wealth
Industry Investment Management
Experience
Boston Private Bank and Trust Company March 2012 - Present
City National Bank March 2004 - November 2011
Wells Fargo Bank 1999 - 2003
Skills
High Net Worth..., Wealth Management, Portfolio Management, Equities, Asset Management, Asset Allocation, Investments, Investment Strategies, Investment Management, Banking, Fixed Income, Investment Advisory, Alternative Investments, Wealth Management..., Strategy, Bonds, Mutual Funds, Hedge Funds
Education
University of California, Santa Barbara
Bachelor of Science, Economics
Boston Private Bank and Trust Company March 2012 - Present
City National Bank March 2004 - November 2011
Wells Fargo Bank 1999 - 2003
Skills
High Net Worth..., Wealth Management, Portfolio Management, Equities, Asset Management, Asset Allocation, Investments, Investment Strategies, Investment Management, Banking, Fixed Income, Investment Advisory, Alternative Investments, Wealth Management..., Strategy, Bonds, Mutual Funds, Hedge Funds
Education
University of California, Santa Barbara
Bachelor of Science, Economics
James Heritage's Wells Fargo Bank Experience 2002 - 2005
Job Branch Manager at Chase Bank
Industry Banking
Experience
Chase Bank 2005 - April 2014
Wells Fargo Bank 2002 - 2005
Wells Fargo Financial Acceptance 2001 - 2002
Wells Fargo Financial Acceptance 2000 - 2001
Wells Fargo Financial Acceptance 1999 - 2000
Wells Fargo Financial 1997 - 1999
Wells Fargo Financial 1995 - 1997
Skills
Loans, Trained in Discovery..., Trained in Gallop CE11..., Trained in Gallop Q12 -..., Credit, Mortgage Lending, Consumer Lending, Banking, Retail Banking, Sales, Small Business Lending, Credit Analysis, Loan Origination, Mortgage Banking, Commercial Banking, Commercial Lending, Refinance, Cross Selling, Credit Risk, Lines Of Credit, Branch Management, Residential Mortgages
Education
University of California, Santa Barbara 1988 — 1992
Bachelor of Arts, Business Economics
Chase Bank 2005 - April 2014
Wells Fargo Bank 2002 - 2005
Wells Fargo Financial Acceptance 2001 - 2002
Wells Fargo Financial Acceptance 2000 - 2001
Wells Fargo Financial Acceptance 1999 - 2000
Wells Fargo Financial 1997 - 1999
Wells Fargo Financial 1995 - 1997
Skills
Loans, Trained in Discovery..., Trained in Gallop CE11..., Trained in Gallop Q12 -..., Credit, Mortgage Lending, Consumer Lending, Banking, Retail Banking, Sales, Small Business Lending, Credit Analysis, Loan Origination, Mortgage Banking, Commercial Banking, Commercial Lending, Refinance, Cross Selling, Credit Risk, Lines Of Credit, Branch Management, Residential Mortgages
Education
University of California, Santa Barbara 1988 — 1992
Bachelor of Arts, Business Economics
Javad Esfandiary's Wells Fargo Bank Experience January 2005 - Present
Job I hold my brokerage position concurrently with my Assistant Manager position.
Industry Financial Services
Experience
WELLS FARGO INVESTMENTS, LLC January 2007 - Present
Wells Fargo Bank January 2005 - Present
HOME DEPOT January 2001 - January 2002
Ace Hardware January 1999 - January 2000
Education
University of California, Santa Barbara 2000 — 2005
Bachelors of Science, Physical Geography
WELLS FARGO INVESTMENTS, LLC January 2007 - Present
Wells Fargo Bank January 2005 - Present
HOME DEPOT January 2001 - January 2002
Ace Hardware January 1999 - January 2000
Education
University of California, Santa Barbara 2000 — 2005
Bachelors of Science, Physical Geography
Ian Ameny-Luthi's Wells Fargo Bank Experience January 2006 - November 2008
Job Nontraditional student
Industry Banking
Experience
Basset Hound Rescue of Southern California August 2012 - Present
Eastridge Workforce Solutions August 2015 - September 2015
Best Buy October 2014 - January 2015
Opus Bank May 2012 - January 2014
RemX Financial Staffing February 2011 - May 2012
Automobile Club of Southern California May 2009 - October 2010
Borders May 2004 - January 2009
Wells Fargo Bank January 2006 - November 2008
Target January 2001 - January 2005
Skills
Customer Relations, Promotions, Event Management, Public Relations, Customer Service, Technical Training, Microsoft Office, Treasury Management, Remote Deposit Capture, Client Training, Sales, Banking, Management, Leadership, Retail Banking, Call Centers, Cash Management, Human Resources, Deposits, Financial Analysis, Mortgage Lending, Treasury Services, Commercial Banking, Financial Services
Education
University of California, Santa Barbara 2015 — 2017
Bachelor's degree, Political Science and Government
Orange Coast College 2012 — 2015
Associate's degree, Political Science and Government
Basset Hound Rescue of Southern California August 2012 - Present
Eastridge Workforce Solutions August 2015 - September 2015
Best Buy October 2014 - January 2015
Opus Bank May 2012 - January 2014
RemX Financial Staffing February 2011 - May 2012
Automobile Club of Southern California May 2009 - October 2010
Borders May 2004 - January 2009
Wells Fargo Bank January 2006 - November 2008
Target January 2001 - January 2005
Skills
Customer Relations, Promotions, Event Management, Public Relations, Customer Service, Technical Training, Microsoft Office, Treasury Management, Remote Deposit Capture, Client Training, Sales, Banking, Management, Leadership, Retail Banking, Call Centers, Cash Management, Human Resources, Deposits, Financial Analysis, Mortgage Lending, Treasury Services, Commercial Banking, Financial Services
Education
University of California, Santa Barbara 2015 — 2017
Bachelor's degree, Political Science and Government
Orange Coast College 2012 — 2015
Associate's degree, Political Science and Government
Thy Phan's Wells Fargo Bank Experience June 2006 - May 2011
Job Vice President/ Business Relationship Manager at JP Morgan Chase
Industry Banking
Experience
JP Morgan Chase June 2011 - Present
Wells Fargo Bank June 2006 - May 2011
Wells Fargo Bank January 2005 - June 2006
Skills
Cash Management, Small Business Lending, Commercial Lending, Loans, Banking, Treasury Management, Credit Analysis, Lines Of Credit, Commercial Mortgages, SBA, Relationship Management, Financial Analysis, Merchant Services, New Business Development, Refinance, Finance, Sales, Credit, Portfolio Management, Financial Services, Business Development, Mortgage Banking
Education
University of California, Santa Cruz 2000 — 2004
BA, Business Management and Economics
JP Morgan Chase June 2011 - Present
Wells Fargo Bank June 2006 - May 2011
Wells Fargo Bank January 2005 - June 2006
Skills
Cash Management, Small Business Lending, Commercial Lending, Loans, Banking, Treasury Management, Credit Analysis, Lines Of Credit, Commercial Mortgages, SBA, Relationship Management, Financial Analysis, Merchant Services, New Business Development, Refinance, Finance, Sales, Credit, Portfolio Management, Financial Services, Business Development, Mortgage Banking
Education
University of California, Santa Cruz 2000 — 2004
BA, Business Management and Economics
Robin Choi's Wells Fargo Bank Experience March 2011 - Present
Job Regional Banking Area President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank March 2011 - Present
Wells Fargo Bank July 2010 - March 2011
Wells Fargo Bank January 2009 - July 2010
Wells Fargo Bank November 2007 - January 2009
Wells Fargo Bank 2004 - 2005
Skills
Sales Management, Retail Banking, Team Building, Training, Loans, Banking, Commercial Banking, Leadership, Financial Analysis, Management, Small Business, Coaching, Credit Analysis, Relationship Management, Credit, Commercial Lending, Mortgage Lending, Customer Service, Deposits, Risk Management, Cross Selling, Consumer Lending, Lines Of Credit, Small Business Lending, Financial Services, Investments, Finance, Customer Experience, Treasury Management, Business Development, Mortgage Banking, Portfolio Management, Loan Origination, Commercial Mortgages, Wealth Management, Underwriting, Cash Management, Private Banking, Residential Mortgages, Branch Management, Refinance, Series 7
Education
University of California, Santa Barbara 1998 — 2003
Bachelors, Law & Society
North High School
Wells Fargo Bank March 2011 - Present
Wells Fargo Bank July 2010 - March 2011
Wells Fargo Bank January 2009 - July 2010
Wells Fargo Bank November 2007 - January 2009
Wells Fargo Bank 2004 - 2005
Skills
Sales Management, Retail Banking, Team Building, Training, Loans, Banking, Commercial Banking, Leadership, Financial Analysis, Management, Small Business, Coaching, Credit Analysis, Relationship Management, Credit, Commercial Lending, Mortgage Lending, Customer Service, Deposits, Risk Management, Cross Selling, Consumer Lending, Lines Of Credit, Small Business Lending, Financial Services, Investments, Finance, Customer Experience, Treasury Management, Business Development, Mortgage Banking, Portfolio Management, Loan Origination, Commercial Mortgages, Wealth Management, Underwriting, Cash Management, Private Banking, Residential Mortgages, Branch Management, Refinance, Series 7
Education
University of California, Santa Barbara 1998 — 2003
Bachelors, Law & Society
North High School
Ryan Ton's Wells Fargo Bank Experience August 2006 - December 2008
Job VP, NFG Risk Management at Bank of the West
Industry Banking
Experience
Bank of the West December 2008 - Present
Wells Fargo Bank August 2006 - December 2008
Wells Fargo Bank August 2004 - August 2006
HSBC May 1999 - August 2004
Skills
Risk Analytics, Banking, Risk Management, Basel II
Education
University of California, Santa Barbara 1993 — 1998
Bank of the West December 2008 - Present
Wells Fargo Bank August 2006 - December 2008
Wells Fargo Bank August 2004 - August 2006
HSBC May 1999 - August 2004
Skills
Risk Analytics, Banking, Risk Management, Basel II
Education
University of California, Santa Barbara 1993 — 1998
Dave Molidor's Wells Fargo Bank Experience April 2010 - Present
Job Business Spec at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank April 2010 - Present
Apex Lending Group October 2008 - March 2010
Wells Fargo Financial December 2004 - September 2008
Education
UCSB 1996 — 2001
Bachelor, Communications
Wells Fargo Bank April 2010 - Present
Apex Lending Group October 2008 - March 2010
Wells Fargo Financial December 2004 - September 2008
Education
UCSB 1996 — 2001
Bachelor, Communications
SHIRLEY J WILLIAMS's Wells Fargo Bank Experience January 2003 - October 2006
Job Experienced Loan Administrator
Industry Banking
Experience
Vineyard Bank June 2007 - February 2009
KeyBank Real Estate Capital October 2006 - May 2007
Wells Fargo Bank January 2003 - October 2006
BNP Paribas July 1989 - September 2000
California Commerce Bank 1987 - 1989
Skills
Banking, Commercial Banking, Credit, Credit Analysis, Credit Risk
Education
University of Central Arkansas
Vineyard Bank June 2007 - February 2009
KeyBank Real Estate Capital October 2006 - May 2007
Wells Fargo Bank January 2003 - October 2006
BNP Paribas July 1989 - September 2000
California Commerce Bank 1987 - 1989
Skills
Banking, Commercial Banking, Credit, Credit Analysis, Credit Risk
Education
University of Central Arkansas
Kelly Kerwin's Wells Fargo Bank Experience May 2008 - March 2009
Job Staff Research Associate at Neuroscience Research Institute, University of Califonia, Santa Barbara
Industry Research
Experience
La Concepcion Animal Hospital February 2012 - Present
Neuroscience Research Institute, University of Califonia at Santa Barbara January 2011 - Present
Wells Fargo Bank May 2008 - March 2009
Education
University of California, Santa Barbara 2006 — 2010
Bachelor of Science, Biological Sciences
La Concepcion Animal Hospital February 2012 - Present
Neuroscience Research Institute, University of Califonia at Santa Barbara January 2011 - Present
Wells Fargo Bank May 2008 - March 2009
Education
University of California, Santa Barbara 2006 — 2010
Bachelor of Science, Biological Sciences
Amy Rutmann's Wells Fargo Bank Experience March 2010 - November 2010
Job Owner at ALR digitalFilms
Industry Public Relations and Communications
Experience
ALR digitalFilms September 2013 - Present
Acosta Sales & Marketing December 2009 - Present
Acosta Sales & Marketing December 2009 - Present
Kellogg Company August 2013 - April 2014
Town & Country Animal Hospital November 2010 - January 2012
Wells Fargo Bank March 2010 - November 2010
Publix Supermarkets May 2001 - December 2009
Skills
Customer Service, Team Leadership, Critical Thinking, Organization, Conflict Resolution, Listener, Client Relations Skills, Event Planning, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Cornerstone, Cash Management, Animal Handling, Social Media, Social Networking, Social Media Marketing
Education
University of Central Florida 2002 — 2007
Bachelors, Interpersonal Communications; Business & Administration
Hull & Associates 2005 — 2005
Internship
ALR digitalFilms September 2013 - Present
Acosta Sales & Marketing December 2009 - Present
Acosta Sales & Marketing December 2009 - Present
Kellogg Company August 2013 - April 2014
Town & Country Animal Hospital November 2010 - January 2012
Wells Fargo Bank March 2010 - November 2010
Publix Supermarkets May 2001 - December 2009
Skills
Customer Service, Team Leadership, Critical Thinking, Organization, Conflict Resolution, Listener, Client Relations Skills, Event Planning, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Cornerstone, Cash Management, Animal Handling, Social Media, Social Networking, Social Media Marketing
Education
University of Central Florida 2002 — 2007
Bachelors, Interpersonal Communications; Business & Administration
Hull & Associates 2005 — 2005
Internship
Gregory Weitzman's Wells Fargo Bank Experience September 2011 - February 2013
Job Business Development Officer Commercial Lender
Industry Financial Services
Experience
San Francisco Achievers January 2015 - Present
San Francisco Achievers May 2014 - Present
Wells Fargo February 2013 - Present
Wells Fargo Bank September 2011 - February 2013
Wells Fargo Bank July 2011 - August 2011
Wells Fargo November 2010 - June 2011
Wells Fargo Bank July 2010 - November 2010
Skills
Sales, SBA, Commercial Lending, Cash Management, Treasury Management, Real Estate Investment..., Customer Service, Networking, Data Analysis, Project Management, Sales Management, Finance, Management, Strategic Leadership, Critical Thinking, Sales Management..., Consulting, Business Development, Activity Management, Leading Change, Situational Leadership, Customer Service..., Communication, Banking, Credit Analysis
Education
University of California, Santa Barbara 2007 — 2011
B.A, Psychology
San Francisco Achievers January 2015 - Present
San Francisco Achievers May 2014 - Present
Wells Fargo February 2013 - Present
Wells Fargo Bank September 2011 - February 2013
Wells Fargo Bank July 2011 - August 2011
Wells Fargo November 2010 - June 2011
Wells Fargo Bank July 2010 - November 2010
Skills
Sales, SBA, Commercial Lending, Cash Management, Treasury Management, Real Estate Investment..., Customer Service, Networking, Data Analysis, Project Management, Sales Management, Finance, Management, Strategic Leadership, Critical Thinking, Sales Management..., Consulting, Business Development, Activity Management, Leading Change, Situational Leadership, Customer Service..., Communication, Banking, Credit Analysis
Education
University of California, Santa Barbara 2007 — 2011
B.A, Psychology
Veronica Phillips's Wells Fargo Bank Experience 1998 - 2003
Job Vice President of IT & Engineering Services at Avery Partners, Inc
Industry Staffing and Recruiting
Experience
Avery Partners February 2015 - Present
Avery Partners December 2011 - Present
Think Resources, a Randstad company April 2007 - 2011
Pacific Pulmonary Services 2004 - 2005
Wells Fargo Bank 1998 - 2003
Skills
Sales, Sales Management, Cold Calling, Staff Development, Sales Process, Account Management, Technical Recruiting, Recruiting, New Business Development, CRM, Training, Team Building, Marketing, Human Resources, Customer Service, Employee Relations, Business Development, Marketing Strategy, Project Management, Talent Acquisition, Temporary Staffing, Applicant Tracking..., Executive Search, Leadership, Business Planning, B2B, Contract Recruitment, Information Technology, Team Leadership, Temporary Placement, Coaching, Operations Management, Sourcing, Solution Selling, Building Relationships, Salesforce.com, Internet Recruiting, Staffing Services, Strategic Planning, Contract Negotiation, Management, Screening Resumes, Staff Augmentation, Benefits Negotiation, Interviews, Permanent Placement, Screening, IT Recruitment, College Recruiting, Consulting
Education
University of California, San Diego 1988 — 1991
Minor, Mathematics
University of California, San Diego 1987 — 1991
Bachelor's degree, Economics
Avery Partners February 2015 - Present
Avery Partners December 2011 - Present
Think Resources, a Randstad company April 2007 - 2011
Pacific Pulmonary Services 2004 - 2005
Wells Fargo Bank 1998 - 2003
Skills
Sales, Sales Management, Cold Calling, Staff Development, Sales Process, Account Management, Technical Recruiting, Recruiting, New Business Development, CRM, Training, Team Building, Marketing, Human Resources, Customer Service, Employee Relations, Business Development, Marketing Strategy, Project Management, Talent Acquisition, Temporary Staffing, Applicant Tracking..., Executive Search, Leadership, Business Planning, B2B, Contract Recruitment, Information Technology, Team Leadership, Temporary Placement, Coaching, Operations Management, Sourcing, Solution Selling, Building Relationships, Salesforce.com, Internet Recruiting, Staffing Services, Strategic Planning, Contract Negotiation, Management, Screening Resumes, Staff Augmentation, Benefits Negotiation, Interviews, Permanent Placement, Screening, IT Recruitment, College Recruiting, Consulting
Education
University of California, San Diego 1988 — 1991
Minor, Mathematics
University of California, San Diego 1987 — 1991
Bachelor's degree, Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank