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.
Wells Fargo Bank Salaries. You can even request information on how much does Wells Fargo Bank pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo Bank directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Tradentrix July 2015 - Present
Lending Club February 2014 - April 2015
Lending Club February 2013 - February 2014
Wells Fargo Bank February 2010 - 2013
Skills
Customer Service, Social Media, Social Networking, PowerPoint, Microsoft Office, Social Media Marketing, Microsoft Excel, Finance, Research, Microsoft Word
Education
University of San Francisco 2013 — 2014
California State University- MB 2012 — 2014
Master of Business Administration (MBA)
University of San Francisco 2008 — 2011
Bachelor of Science (B.S.), Marketing
First Republic Bank 2012 - Present
Wells Fargo Bank 2007 - August 2012
SRI Mortgage January 2005 - January 2007
Pete's 881 Club 2002 - 2004
Education
University of San Francisco 2000 — 2004
Business
Idaho Independent Bank 2013 - May 2015
Idaho Independent Bank 2011 - 2013
Idaho Independent Bank 2008 - 2011
Idaho Independent Bank 2007 - 2008
Idaho Independent Bank 2005 - 2007
Wells Fargo Bank 2002 - 2005
Solomon, Grindle, Silverman & Wintringer, APC 2001 - 2002
Pacific Trust Bank 2000 - 2001
Pacific Trust Bank 1998 - 2000
Pacific Trust Bank 1997 - 1998
Skills
Training, Negotiation, Due Diligence, Banking, Process Improvement, Consumer Lending, Management, Real Estate, Loans, Commercial Banking, Underwriting
Education
University of San Diego
Bachelor of Business Administration (B.B.A.), Magna Cum Laude
Perfectna October 2009 - Present
Odyssey Computing, Inc. April 2014 - October 2014
Private Investment August 2005 - July 2013
Wells Fargo Bank February 2011 - July 2012
University of San Diego August 2006 - December 2010
Northwestern Mutual Financial Network 2008 - 2009
Sperry Van Ness January 2007 - August 2008
Bradley-Morris, Inc. January 2005 - August 2006
US Navy 2000 - 2005
Twin Nifties June 2002 - October 2004
Skills
Leadership, Market Research, Asset Managment, Investments, Financial Analysis, Business Strategy, Customer Service, Start-ups, Social Investing, Signal Trading, Retail Spot Trading, Deal Execution, Sales Operations, Legal Compliance, Algorithmic Trading, Entrepreneurship, Web Marketing, Website Development, Usability, Team Leadership, Asset Management, Finance, Risk Management, Business Planning, Alternative Investments, Echo-Trading, Portfolio Management, Management, Strategy
Education
University of San Diego 2006 — 2010
BA, Finance
Dawe & Christopherson LLP 1996 - Present
McCabe, Schwartz, Evans, Levy & Dawe 1989 - 1996
Frandzel & Share 1988 - 1989
Wells Fargo Bank 1986 - 1988
Wells Fargo Bank 1983 - 1985
Skills
Litigation, Courts, Real Estate, Commercial Litigation, Civil Litigation, Loans, Arbitration, Legal Research, Mediation, Dispute Resolution, Legal Writing, Torts, Appeals, Business Litigation, Trials, Alternative Dispute..., Dispute
Education
University of San Francisco School of Law 1982 — 1985
Doctor of Law (J.D.)
University of Washington 1977 — 1981
Bachelor of Arts (B.A.), Political Science
Capstone Lending Corporation September 2011 - July 2013
Lender Processing Services, Inc. - for Apple One October 2010 - December 2010
US Department of Commerce April 2010 - June 2010
Wescom Credit Union for KFORCE Group July 2009 - December 2009
Bank of America for Robert Half International April 2009 - June 2009
Louis and Company for Robert Half International September 2008 - January 2009
Wells Fargo Bank October 2002 - August 2007
Mark Fabrics, Inc July 2000 - September 2001
Skills
Mortgage Lending, Payroll, Microsoft Office, Accounts Payable, Financial Reporting, Accounts Receivable, Accounting, Banking, Invoicing, SAP, Negotiation, Customer Service
Education
University of Santo Tomas
Bachelor of Science, Commerce; Banking and Finance
Barton Publishing May 2014 - Present
Capital Services January 2013 - June 2013
Capital Services January 2012 - January 2013
PREMIER Bankcard May 2009 - February 2012
Meta Payment Systems May 2007 - March 2009
MetaBank October 2006 - May 2007
wells Fargo Bank May 2005 - October 2006
Skills
Skilled in Microsoft..., Knowledgeable in SAS..., Data Analysis, Call Center, Teamwork, Risk, Credit, Excel, Problem Solving, Banking, SQL Server, Customer Service, SAS, Business Analysis, Microsoft Office, Access, PowerPoint, Word, Risk Management, SQL, Customer Relations, Forecasting, Operations Management, Research, Analysis, Analytics, Documentation, Team Building, Outlook, Data Mining, Team Leadership, Coaching, Business Strategy, Negotiation, Vendor Management, Contract Negotiation, Process Improvement, Workforce Planning, Workforce Management, Capacity Planning, Prophix, Financial Risk, Program Management, Call Centers, Management
Education
University of Sioux Falls 2009 — 2011
Bachelor of Arts, Management
Southeast Technical Institute 2004 — 2006
Associate of Applied Science, Business Administration
Mistress August 2015 - Present
Giant Creative Strategy October 2012 - July 2015
Giant Creative Strategy August 2012 - October 2012
Bluewolf June 2011 - June 2012
University of San Francisco May 2009 - June 2011
Wells Fargo Bank August 2007 - December 2010
Clear Channel Radio September 2009 - February 2010
University of San Francisco May 2008 - May 2009
Skills
Event Planning, Recruiting, Project Management, Leadership, Management, Social Media, Interviews, Talent Acquisition, Time Management, Sales, Sourcing, Advertising, Customer Service, Networking, Teamwork, Negotiation, Marketing, Microsoft Office
Education
University of San Francisco 2007 — 2011
Bachelor of Arts, Communication Studies
Good Samaritan Society November 2013 - Present
Harbor Group/Interstates January 2012 - November 2013
Great Western Bank June 2010 - October 2011
First National Bank in Sioux Falls June 2001 - April 2010
Wells Fargo Bank 1992 - 2001
Skills
Human Resources, Employee Benefits, Performance Management, Employee Relations, Leadership Development, Employee Engagement, Talent Management, HR Policies, Onboarding, Succession Planning, Recruiting, Leadership, Deferred Compensation, HRIS, Benefits Administration, Applicant Tracking..., College Recruiting, Talent Acquisition, Interviews, Workforce Planning, Technical Recruiting, New Hire Orientations, Personnel Management, Organizational Design, Employee Training, Compensation & Benefit, Organizational..., HR Consulting, Labor Relations, Job Descriptions, Organizational..., FMLA, Career Development, Employer Branding, Job Analysis, Executive Coaching, Conflict Resolution
Education
University of Sioux Falls 1983 — 1987
B.A., English
Wells Fargo Bank October 2010 - Present
Wells Fargo February 2008 - September 2010
CitiBank June 2006 - January 2008
CitiMortgage January 2005 - May 2006
TAZIAN ASSOCIATES April 2005 - April 2006
H&S FINE JEWELRY June 2000 - June 2005
Skills
Financial Analysis, Finance, SQL, Financial Modeling, Analysis, Data Analysis, Microsoft Excel, Management, Credit Analysis, Banking, Loan Origination, Investments, Access, Business Analysis, Credit, Loans, Strategic Planning, Quality Assurance, Strategy, Training, Sales, Business Development, Microsoft Word, Performance Management, Accounting, Mortgage Lending, Negotiation, Real Estate, Portfolio Management, FHA, Asset Management, Business Process, Risk Management, Financial Services, Mortgage Banking, Project Management, SharePoint
Education
University of San Francisco - Masagung Graduate School of Management 2008 — 2010
MBA, Finance, General
University of San Francisco 2002 — 2003
BA, Marketing
Materia December 2014 - Present
New Homestead Media July 2013 - Present
Wells Fargo Bank January 2010 - July 2013
Wells Fargo Bank March 2007 - January 2010
Wells Fargo July 2004 - March 2007
Asqew Grill 1999 - 2003
Education
University of San Francisco 1999 — 2003
BA, Development Economics
Huntington Beach High School 1996 — 1999
Grand Canyon University October 2014 - Present
Meta Payment Systems September 2011 - July 2014
Well Fargo Bank December 2004 - May 2011
Wells Fargo Bank March 2004 - December 2004
Wells Fargo Bank May 2000 - March 2004
Skills
Analysis, Sales, Financial Services, Visio, SDLC, Vendor Management, Banking, Credit, Project Management, Risk Management, Business Analysis, Call Center, Call Centers, Process Improvement, Loans, Payment Systems, Relationship Management, Vendor Relationships, Procurement Outsourcing, Bidding Process, RFP, RFQ Development, Supply Chain Management, Metrics Reporting, Emerging Payments, Credit Cards, Payments, Strategic Partnerships, Strategic Planning
Education
University of Sioux Falls
Bachelor of Arts (B.A.), Business Administration and Management
Brighton Collectibles June 2014 - Present
BCBG Max Azria June 2012 - June 2013
Bloomingdale's September 2006 - March 2012
Wells Fargo Bank March 2006 - August 2006
EXPRESS January 1992 - January 2006
EXPRESS September 1994 - May 1997
Skills
Merchandising, Retail Management, Outstanding Customer..., Fashion, Store Management, Sales Management, Customer Service, Sales, Marketing, Retail, Performance Management, Management, Coaching, Event Management, Event Planning, Loss Prevention, Visual Merchandising
Education
University of San Diego 1990 — 1994
BACHELOR, BUSINESS ADMINISTRATION; marketing
Meriwest Credit Union January 2012 - Present
Meriwest Credit Union December 2003 - January 2012
Meriwest Credit Union 2003 - 2012
Fremont Bank September 2002 - November 2003
Wells Fargo Bank 1989 - 1997
Education
University of San Francisco 1971 — 1975
BS, Business-Accounting
Doyle Park/Slater/Montgomer
Wells Fargo March 2011 - Present
Wells Fargo April 2009 - March 2011
Wells Fargo Bank January 2007 - March 2009
Wells Fargo June 2002 - December 2006
Skills
Real Estate Transactions, Debt Restructuring, Risk Management, Team Leadership, Team Oriented, Independent, Commercial Lending, Corporate Finance, Accounting, Work Under Pressure, Financial Modeling, Presenter, Fluent in French, Microsoft Office, Argus, Team Management, Management, Professional Mentoring, Whole House Renovations, DIY
Education
University of San Diego 1998 — 2002
BBA, Finance, Accounting, IT, Computer Science
Wells Fargo Bank July 2012 - Present
Wells Fargo Bank August 2009 - December 2011
Wells Fargo Bank December 2002 - June 2009
SpeedFam-IPEC October 1999 - December 2002
Houghton Mifflin Company October 1997 - July 1999
Oppenheimer & Co. June 1996 - October 1997
Skills
Project Management, Strategic Analysis, Strategic Planning, Treasury Management, Market Research, Market Analysis, Competitive Analysis, Cash Management, Merger Integration, Customer Experience, Business Strategy, Business Process, Business Process..., SharePoint, Visio, MS Project, Microsoft Excel, PowerPoint, Microsoft Word
Education
University of Rochester 1992 — 1996
BA, Economics
Great Neck South High School
JPMorgan Chase August 2013 - Present
WALKSacramento December 2012 - Present
American River Bank July 2012 - August 2013
Wells Fargo Bank November 2011 - June 2012
Wells Fargo July 2010 - November 2011
Deloitte & Touche August 2008 - May 2010
Tilden-Coil Constructors 2007 - 2008
Vector Marketing February 2005 - August 2005
Vector Marketing May 2004 - September 2004
Vector Marketing May 2003 - May 2004
Skills
Finance, Accounting, Business Development, Leadership, Financial Analysis, Credit, Sales, Marketing, Financial Reporting, SBA 504, SBA 7a, Lines Of Credit, Underwriting, Commercial Real Estate..., Training, Microsoft Excel, Banking, Commercial Mortgages, CRM, SBA, Management, Commercial Lending, Loans, Process Improvement, Small Business Lending, Commercial Banking, Portfolio Management, Auditing, Analysis, Business Analysis, Credit Analysis, Cash Management, Risk Management, Treasury Management, Loan Origination, Asset Based Lending, Recruiting, Strategic Planning, Investments, Financial Risk, Relationship Management
Education
University of Redlands 2005 — 2008
Bachelor of Science, Business Administration, minoring in Accounting
University of San Diego 2002 — 2003
Wells Fargo Bank July 2002 - Present
Wachovia Bank July 1998 - July 2002
Crestar Bank / Merged w/ SunTrust Bank August 1997 - June 1998
Signet Bank / Merged w/ First Union October 1993 - August 1997
Skills
Credit, ACH, Risk Management, Banking, Treasury Services, Cash Management, Product Management, Credit Risk, Mergers & Acquisitions, Financial Risk, Finance, Management, Payments, Treasury Management, Financial Services, Commercial Banking, Commercial Lending, Operational Risk, Treasury, Loans, Consumer Lending
Education
University of Richmond 1970 — 1974
Bitreserve March 2014 - Present
Guavus Inc 2012 - March 2014
Gehry Technologies, Inc. May 2009 - 2012
Immersion Corporation October 2008 - May 2009
. November 2005 - December 2008
BlueArc Corporation November 2005 - October 2008
Grand Central Communications April 2004 - November 2005
BlueArc Corporation May 2001 - May 2004
BroadVision, Inc. December 1998 - May 2001
Wells Fargo Bank May 1995 - December 1998
Skills
Investor Relations, Revenue Recognition, Contract Negotiations, Budgeting, Financial Reporting, Accounting, Business Planning, Due Diligence, Financial Management, Start-ups, Strategic Planning, Mergers, Salesforce.com, Forecasting, Business Strategy, Strategy Development, Negotiation, Problem Solving, Financial Analysis, Sales Operations, Financial Modeling, Management, Managerial Finance, Entrepreneurship, Contract Negotiation, Budgets, Executive Management, Enterprise Software, SaaS, Strategy, New Business Development, Corporate Finance, Strategic Partnerships, Venture Capital, Competitive Analysis, Cross-functional Team..., Mergers & Acquisitions
Education
University of San Francisco 1991 — 1994
BS, Finance, Int'l Business
ARAMARK Healthcare October 2011 - Present
Wells Fargo Bank April 2009 - August 2009
Eddie Bauer May 2008 - August 2009
Liberty Tax Services January 2009 - April 2009
CareGivers America January 2005 - March 2009
The University September 2005 - December 2005
Skills
Customer Service, Leadership, Time Management, Sales Management, Microsoft Office, Sales, Accounting, Payroll, Tax
Education
University of Scranton 2012 — 2014
Master of Business Administration (MBA), Accounting
University of Scranton 2005 — 2008
Bachelors of Science, Business Administration; International Business
Bank of America Merrill Lynch March 2015 - Present
National Futures Association April 2012 - March 2015
Orthonet May 2011 - April 2012
Wells Fargo Bank October 2009 - May 2011
Citi May 2008 - August 2008
Education
University of Scranton 2005 — 2009
Bachelors of Science, Finance, 3.1
Provident Development, LLC 2007 - Present
Provident Capital Group, Inc. 1988 - 2007
RainierBank 1981 - 1987
US Leasing Corp. 1979 - 1981
Seafirst Bank 1978 - 1979
Wells Fargo Bank 1970 - 1978
Education
University of Washington 2008 — 2009
Com'l Real Estate
University of San Francisco 1968 — 1972
BA, English
Pescadero Creek Vinyard 2001 - Present
Pascale & Brown, Inc. 1980 - Present
Wells Fargo Bank 1973 - 1980
Skills
Management Consulting, Public Speaking, Strategic Planning
Education
University of Rochester 1968 — 1973
Ph.D, Social Psychology
nGender Consulting Group November 2009 - Present
HAI 1988 - 2013
Amdocs Inc November 2001 - October 2009
Nortel Networks 1998 - 2000
Clarify Inc January 1995 - January 1999
Metropolis Software January 1994 - January 1995
Trinzic, Inc January 1993 - January 1994
Wells Fargo Bank May 1993 - October 1993
Trinzic (Aion and AICorp January 1990 - January 1993
Aldo Ventures March 1989 - June 1989
Skills
SaaS, Solution Architecture, Professional Services, Enterprise Software, Integration, Software Project..., Agile Methodologies, Requirements Analysis, Cloud Computing, Telecommunications, CRM, Scrum, Product Management, Oracle, Cross-functional Team..., Java, Product Development, Databases, Project Management, Business Process, Weblogic, Pre-sales, Business Analysis, Business Intelligence, Leadership, Training, Management, Analysis
Education
University of San Francisco 1983 — 1985
BS, Information Systems Management
Montage Event Management July 2009 - Present
Wells Fargo Bank April 2005 - July 2009
AppleOne October 2003 - February 2005
Wells Fargo Bank August 2002 - October 2003
Education
University of San Diego 1998 — 2002
Bachelor's, Business
Saint Ignatius College Preparatory 1994 — 1998
City National Bank January 2013 - Present
California Bank & Trust April 2012 - December 2012
Bank of the West June 2009 - March 2012
Wells Fargo Securities LLC2003 - 2008 April 2003 - September 2008
Wells Fargo Bank January 2001 - March 2003
Independent Consultant May 1999 - December 2000
Industrial Bank of Japan January 1991 - January 1996
Skills
Loans, Business Development, Fixed Income, Sales, Business Strategy, Strategic Planning, Executive Management, Financial Analysis, Commercial Real Estate, Training, Accounting, Mergers & Acquisitions, Financial Modeling, Funding, Corporate Finance, Middle Market, Finance, Commercial Banking, Start-ups, Strategy, Treasury Management
Education
Wells Fargo Credit Management Training Program 1999 — 2000
Certification of Completion, Credit Management
University of San Francisco - School of Management 1997 — 1998
MBA, Finance, 3.70
University of San Francisco 1994 — 1996
MA, Asia Pacific Studies, 3.80
BA CommunicationsCA State University, Sacramento 1986 — 1987
BA Communications Studies, Organizational Communication, General, 3.90
Wells Fargo Bank June 2008 - Present
Charles Schwab & Co. August 2006 - December 2007
Wells Capital Management February 2002 - July 2006
Wells Capital Management October 2000 - January 2002
Hambrecht & Quist September 1996 - September 2000
Skills
Middleware, SDLC, Business Process, Fixed Income, Risk Management, Auditing, Testing, Analysis, Business Analysis, IT Audit, Financial Services, Requirements Gathering, Banking, Enterprise Risk..., IT Strategy, IT Management
Education
University of San Francisco 1991 — 1995
Schneider Electric March 2014 - Present
EcoTronyx May 2012 - March 2014
Stream Energy May 2007 - May 2012
Creditdiscovery / Acquirint September 2000 - December 2006
Rockwell Collins June 1999 - September 2000
Resource Phoenix August 1997 - June 1999
TradeOne September 1996 - June 1997
Wells Fargo Bank 1995 - 1996
Levi Strauss & Co. 1994 - 1996
Charles Schwab 1994 - 1995
Skills
Business Intelligence, Database Design, SDLC, SOA, ETL, Software Development, Data Warehousing, PL/SQL, Project Management, Oracle, OLAP, Databases, Demand Response, Management, Software Project..., Integration, Enterprise Architecture, XML, Oracle Applications, Database Administration, Software Architectural..., Flex, Enterprise Software, Embedded Software, Embedded C, Oracle SQL, Oracle Application..., Oracle E-Business Suite, Atmel AVR, Atmel, ATxmega, Embedded WiFi, ColdFusion, SOAP, REST, Energy Systems, ETRM, Smart Energy, ZigBee, SEP 2.0, Energy Trading, AMI, Logical Data Modeling, Physical Data Modeling, MOLAP, ROLAP, SMT, Software Solution..., Flash, Oracle SQL Developer
Education
University of San Francisco 1997 — 1998
Bachelor of Science (B.S.)
KRON-TV March 2015 - Present
Fox Television October 2014 - March 2015
Cox Media Group - KICU TV36 & KTVU.com March 2012 - October 2014
San Francisco Bay Area Buy & California One January 2010 - December 2011
Royal Bank of Scotland February 2008 - October 2009
Fifth Third Bank 2006 - 2008
Wells Fargo Bank November 2002 - February 2006
First Data Corporation May 2000 - October 2002
Skills
Management, Sales Presentations, Business Development, Team Building, Merchant Services, Strategy, Cold Calling, Direct Sales, Mobile Marketing, Account Management, Customer Service, Negotiation, Advertising Sales, PPC, Salesforce.com, Online Marketing, Product Marketing, Social Media, SEO, Payment Systems, Strategic Partnerships, Media Planning, Strategic Planning, Integrated Marketing, CRM, Advertising, Sales Process, Television, Digital Strategy
Education
University of San Francisco 1987 — 1991
BA, Finance
St. Joseph's High School Alameda 1984 — 1987
Wells Fargo Bank May 2011 - Present
Wells Fargo Bank May 2009 - May 2011
Wachovia Bank August 2008 - April 2009
Bank of America May 2007 - July 2008
Bank of America June 2005 - April 2007
Bank of America January 2001 - May 2005
Skills
Treasury Management, CRM, Mergers & Acquisitions, Management, Cash Management, Portfolio Management, Commercial Banking, Leadership, Banking, Sales, Treasury Services, Treasury, Relationship Management, Sales Management
Education
University of Santo Tomas 1996 — 2000
BS, Hotel and Restaurant Management
Essex Bank May 2015 - Present
EVB - Eastern Virginia Bankshares May 2014 - Present
EVB - Eastern Virginia Bankshares May 2012 - May 2014
Wells Fargo Bank March 2011 - June 2011
First Capital Bank March 2010 - November 2010
Taw Construction July 2009 - January 2010
Krickovic & Ziegler, L.L.C September 2004 - May 2005
First Union Bank/ Wachovia Bank October 1989 - February 1999
Central Fidelity 1989 - 1998
Central Fidelity Bank 1989 - 1993
Skills
Customer Service, QuickBooks, Banking, Payroll, Leadership, Loans, Sales, Commercial Lending, Microsoft Excel, Cross Selling, Time Management, Call Centers, Financial Analysis, Microsoft Word, Branch Banking, Auditing, Small Business Lending, Credit, Consumer Lending
Education
American Banking Institute 2010 — 2013
Banking, Finance
University of Richmond 1989 — 1991
A.I.B. Banking classes
Notary of the State of Virginia
Wells Fargo Bank December 2010 - Present
Health Connected (formerly Teen Talk) July 2013 - Present
Wells Fargo Bank July 2010 - December 2010
Wells Fargo Bank July 2008 - July 2010
Avondale Partners, LLC June 2007 - November 2007
JMI Equity February 2007 - June 2007
Education
University of San Diego 2004 — 2008
Finance, Accounting
Fundacion Jose Ortega y Gasset 2006 — 2006
RLS Management & Consultant March 2013 - Present
NCBW September 2004 - August 2011
Wells Fargo Bank July 1998 - July 2011
Wells Fargo July 1998 - July 2011
Wells Fargo Technology Information Group 1998 - 2011
SBC 1996 - 1998
Skills
Business Systems..., Information Security..., Information Systems..., Business Development, Information Systems, Risk Management, Vendor Management, Integration, Banking, Financial Risk, Operational Risk, Program Management, Information Technology, Quality Assurance, Financial Services, Operational Risk..., Change Management, Business Analysis, Budgets, SDLC, Mergers & Acquisitions, Finance, Business Process..., PMO, Project Portfolio..., IT Strategy, Business Process, Process Improvement, Enterprise Software, PMP, Governance, Business Requirements, Enterprise Architecture, IT Management, Business Intelligence, Management, Software Documentation, Disaster Recovery, Requirements Analysis, Software Project..., SharePoint, Requirements Gathering, Consulting, Data Warehousing, CRM, Analysis, Strategy, Executive Management, Outsourcing, Leadership
Education
University of San Francisco 1994 — 1996
Bachelor of Science, Information Systems Management
Morehuse High School 1964 — 1996
El Dorado County Mental Health Department 2005 - 2008
Bank of America Leasing & Capital Group 2001 - 2002
Wells Fargo Foreign Exchange 1996 - 2000
Wells Fargo Bank 1996 - 2000
Wells Fargo Bank 1996 - 2000
Wells Fargo Bank International 1995 - 2000
Wells Fargo Trade Bank 1985 - 2000
Banc of America Investments 1989 - 1995
Banc of America Investments 1989 - 1995
Wells Fargo Bank 1989 - 1990
Skills
Database Management, IT Systems Conversion, Database Analysis, Data Mining
Education
University of San Francisco 1973 — 1977
BS, Business
Wells Fargo Bank April 1985 - October 1987
Education
University of San Francisco 1985 — 1986
none, business
Banner Bank September 2015 - Present
Silvergate Bank March 2013 - September 2014
Wells Fargo Bank 2008 - March 2012
West Coast Bank 2004 - 2008
Skills
Team Building, Team Management, Coaching, Marketing Strategy, Sales Skills Training, Commercial Lending, Consumer Lending, Mortgage Lending, Strategic Planning, Credit, Commercial Banking, Start-ups, Selling Skills, Budgets, Small Business Lending, Loans, Business Development, Leadership, Credit Analysis, Banking, Lines Of Credit, Retail Banking, Cross Selling, Commercial Mortgages, Loan Origination, Underwriting, Treasury Management, Finance, Branch Banking, CRM, Portfolio Management, Real Estate, Credit Risk, Mortgage Banking, Sales, Relationship Management, Asset Based Lending, Sales Management, Cash Management, Investments, SBA, New Business Development, Branch Management, Management, Strategic Partnerships, Financial Services, Refinance, Wealth Management, Financial Analysis, Construction Loans
Education
University of San Diego
Bechelor of Business Administration, Business Administration and Management, General
Western General Banking School
Completion Certificate, Banking
Northwest Intermediate Commercial Lending School
Completion Certificate, Business / Commercial Lending
Bend Chamber of Commerce Leadership Bend
Completion Certificate, Community Leadership Development
Wells Fargo Bank July 2008 - Present
Marni Lombardo Fitness June 2012 - Present
Cal National Bank January 2006 - June 2008
US Bank October 2001 - December 2005
Skills
Commercial Lending, Commercial Banking, Treasury Management, Commercial Real Estate, Financial Analysis, Underwriting, Middle Market, Portfolio Management, Asset Based Lending, Strategic Financial..., Investments, Small Business Lending, Credit Risk, Fitness, Wellness Coaching, Weight Loss Coaching, Loan Origination, Consumer Lending, Finance, Mortgage Lending, Financial Structuring, Mergers, Management
Education
University of San Diego 1988 — 1992
BBA, Finance
Founder May 2015 - Present
Michael A. D'Amelio Real Estate Advisory Services November 2013 - Present
Wells Fargo Bank December 2009 - October 2013
The Continental Group April 1996 - December 2009
Maisel Presley Inc 2004 - 2007
Skills
Marketing, Negotiation, New Business Development, Strategic Planning, Marketing Strategy, Business Development, Business Strategy, Contract Negotiation, Management, Business Planning, Sales Management, Sales, Entrepreneurship, Start-ups, Leadership, Strategy, Team Building, Product Development, Project Management, Mergers & Acquisitions, Budgets, Mergers, Property Management, Real Estate, Real Estate Development, Selling
Education
University of San Diego School of Law
JD, Law
University of Southern California
BA, History
Legacy Wealth Solutions, Inc. November 2013 - Present
Legacy wealth solutions, inv 2013 - 2015
Adair Financial Group May 2011 - November 2013
BenchMark Financial Network February 2010 - July 2011
National City Bank, Private Client Group June 2006 - October 2009
PNC Bank, Wealth Management Group April 2002 - June 2006
Cook Real Estate December 1998 - April 2002
Wells Fargo Bank December 1984 - August 1994
Home Federal Savings and Loan January 1983 - December 1984
Mellon Bank June 1981 - September 1982
Skills
Succession Planning, Investment Management, Wealth Management, Investments, Portfolio Management, Estate Planning, Finance, Banking, Management, Leadership, Insurance, Financial Advisory, Training, CRM, New Business Development, Loans, Public Speaking, Strategic Planning, Executive Management, Strategy
Education
University of San Diego 1984 — 1987
MBA, Finance
Westminster College (PA) 1977 — 1981
BA, Business and Economics
Wells Fargo Bank 2006 - 2010
Skills
Credit, Banking, Loans, Small Business Lending
Education
University of San Francisco
Bachelor of Business Administration (B.B.A.), Marketing, Finance, Accounting
Platinum Group Companies LLC & Keller Williams Platinum Group 2014 - Present
Bank of George 2012 - 2014
Bank of Nevada - Western Alliance Bancorp 2005 - 2012
YMCA of Southern Nevada 2002 - 2005
Wells Fargo Bank 1994 - 2001
Bank of America 1989 - 1994
State Street Bank of Boston 1984 - 1989
Skills
Leadership, Real Estate, Strategic Planning, Team Building, New Business Development, Budgets, Management, Executive Management, Business Development, Marketing, Contract Negotiation, Sales, Fundraising, Financial Analysis, Banking, Small Business, Negotiation, Community Development, Small Business Lending, Business Planning, Credit, Property Management, Construction, Successful fundraiser...
Education
University of Rhode Island - College of Business Administration
BS., Business Administration, Management
Wells Fargo Bank 1995 - Present
Wells Fargo 1995 - Present
Skills
Troubleshooting, Data Center, Disaster Recovery, WAN, CISSP, Visio, Software Installation, Vendor Management, Load Balancing, Wireless Networking, 802.11, OSPF, BGPv4, DWDM, ATM networks, Routing Protocols
Education
University of San Francisco 1979 — 1983
BS, Computer Science
Saint Anselm School 2011 - Present
Frugal Chic Home Design 2010 - Present
AllSource Printing and Promotion 1995 - 2000
Wells Fargo Bank 1990 - 1995
Skills
Paint Consultation, Design Consultation, Home Staging, Residential Homes, Investment Properties, First Time Home Buyers, Design Consulting
Education
University of San Diego 1985 — 1989
Business Administration, Business
Marin Catholic High School
Wells Fargo Bank September 1995 - Present
Bank of America April 1994 - September 2005
Education
University of San Francisco 1977 — 1981
Bachelor of Science, Business Administration
University of Bridgeport 1976 — 1977
Sweet and Baker Insurance Brokers February 2009 - Present
Wells Fargo Bank January 2005 - January 2008
Skills
Risk Management, Strategic Thinking, Insurance, Property & Casualty..., Group Benefit Plans, Life Insurance, Start-ups, Liability, Umbrella Insurance, Investments, Employee Benefits, Banking, Legal Liability, Commercial Insurance, Sales, Real Estate, General Insurance, Underwriting, D&O, Brokers, Professional Liability, Workers Compensation, Small Business, Employment Practices..., Casualty, Health Insurance, Inland Marine
Education
University of San Francisco 2001 — 2003
Economics
Regis University 1998 — 2001
Economics
St. Ignatius 1994 — 1998
Dang Marketing Group January 2010 - Present
Wells Fargo Bank January 2001 - October 2006
Education
University of Davis, California
BA, Political Science
University of San Francisco
MS, Information Systems
Santen Inc. August 2005 - Present
LandAmerica Financial Group September 2002 - August 2005
NextCard July 2000 - April 2001
QuadraMed December 1999 - June 2000
AT&T April 1998 - December 1999
Wells Fargo Bank March 1992 - April 1998
Franklin Templeton Investments September 1989 - March 1992
Peter Virdone & Co., CPA's April 1988 - August 1989
Skills
Pharmaceutical Industry, Biotechnology, Accounting, Corporate Finance, Auditing, Financial Reporting, Forecasting, Process Improvement, Sarbanes-Oxley Act, Start-ups, Strategic Planning, Clinical Trials, Financial Analysis, Team Leadership, Team Building
Education
University of Santo Tomas
Bachelor of Science, Accounting
Wyldfire July 2013 - Present
MOGL May 2013 - February 2014
MOGL April 2012 - May 2013
Start-Up Consultants 2011 - April 2013
Butchers Brewing November 2011 - April 2012
GetMe, Inc May 2011 - March 2012
MobilePayUSA February 2011 - December 2011
Union Bank April 2010 - July 2011
Wells Fargo Bank September 2009 - April 2010
Skills
Start-ups, Social Media Marketing, Online Marketing, Business Development, Strategic Partnerships, Marketing, Sales, Entrepreneurship, Management, Public Relations, Sales Management, Product Marketing, Strategic Planning, Social Media, Presentation Development, Brand Development, Business Planning, Sales Operations, Business Formation, Corporate Finance, Graphic Design, Web Application Design, Mobile Product..., Contract Negotiation, Salesforce Training, Investment Banking, Microsoft Excel, Art Direction
Education
University of San Diego 2004 — 2008
Bachelors, Business Administration
La Mienne Beauty January 2015 - Present
Nonprofit Management and Consulting September 2008 - December 2014
San Francisco Parks Trust August 2004 - September 2008
California Academy of Sciences 2002 - 2004
Archdiocese of New York September 2001 - August 2002
Wells Fargo Bank July 1997 - July 2001
Skills
Fundraising, Nonprofits, Philanthropy, Event Planning, Annual Giving, Volunteer Management, Leadership, Community Outreach, Grants, Strategic Planning, Donor Engagement, Community Development, Resource Development, Public Speaking, Research, Project Management, Non-profit Board..., Community Organizing, Board Relations, Program Evaluation, Non-profit Leadership, Campaign Strategies, Fundraising; nonprofit..., Grant Writing, Program Development, Stewardship, Board Development, Planned Giving, Fundraisers, Non-profit..., Prospect Research, Raiser's Edge, Start-ups, New Business Development, Social Media Marketing, Marketing Strategy, Team Leadership, Management, Software Development, Software Project..., Web Applications, Mobile Applications
Education
University of San Francisco
MNA, Masters in Nonprofit Administration
University of San Francisco 1997 — 2001
B.A., Psychology
Mercy Burlingame High School 1993 — 1997
Aconex January 2015 - Present
Wells Fargo Bank February 2011 - January 2015
Wells Fargo January 2009 - July 2010
Wells Fargo May 2008 - August 2008
Autodesk June 2005 - August 2005
Skills
Quality Center, User Acceptance Testing, Test Planning, Regression Testing, Software Quality..., Quality Assurance, QTP, Test Cases, System Testing, Test Automation, Waterfall, Manual Testing, Testing, Defect Tracking, JavaScript, HTML, CSS, ClearQuest, HP QTP
Education
University of San Francisco 2005 — 2009
Bachelor of Science (B.S.), International Business
U.S. Department of State June 2015 - Present
Bank of America January 2011 - Present
Bank of America June 2012 - November 2012
Bank of America November 2011 - June 2012
Wells Fargo Bank May 2011 - November 2011
Skills
Banking, Customer Service, Credit, Loans, Microsoft Office, Microsoft Excel, Risk Management, Commercial Banking, Credit Analysis, Cpr Certified, First Aid Certified, Powerpoint, Social Networking, Salesforce.com, PowerPoint, Teamwork, Sales, Management, Leadership, Microsoft Word, Research
Education
University of San Francisco 2014 — 2016
Master's degree, International/Global Studies
Menlo College 2011 — 2014
Bachelor of Science (BS), International Management Major
Union Bank June 2015 - Present
Union Bank June 2014 - Present
HSBC September 2010 - June 2014
Wachovia, A Wells Fargo Company 2007 - 2009
Wells Fargo Bank 2003 - 2007
Skills
Loans, Mortgage Lending, Wealth Management, Commercial Finance, Retail, Commercial Lending, Commercial Banking, Small Business Lending, Credit Analysis, SBA, Lines Of Credit, Credit, Underwriting, Banking, Credit Risk, Cash Management, Treasury Management, Portfolio Management, Relationship Management, Loan Origination, Retail Banking, Merchant Services, Commercial Mortgages, Cross Selling, Private Banking, Finance, Financial Structuring, Refinance
Education
University of San Francisco 2015 — 2018
Admitted Spring 2015, Psychology
Kasey Wallace Photography, LLC 2008 - Present
Garrett Bowl January 2007 - October 2014
Fort Wayne Museum of Art August 2011 - December 2011
Arab Termite & Pest Control - Fort Wayne May 2008 - August 2011
The Sprinkling Can January 2007 - January 2008
Wells Fargo Bank January 2004 - January 2006
Scott’s Foods January 2000 - January 2004
Skills
Photography, Digital Photography, Photoshop, Portrait Photography, Wedding Photography, Event Photography, Darkroom, Film, Lightroom, Portraits, Sports Photography, Editorial, Fine Art, Fine Art Photography, Adobe Creative Suite, Studio Lighting, Lifestyle Photography, Alternative Processes, Natural Light..., Weddings
Education
University of Saint Francis 2012 — 2014
MA, Studio Art; Photography
University of Saint Francis 2008 — 2012
Bachelor of Arts (B.A.), Fine and Studio Arts
DeKalb High School 1999 — 2003
Core 40 Diploma, General Studies
Paragon Real Estate Group September 2015 - Present
Empire Realty Associates March 2005 - September 2015
Wells Fargo Bank 1992 - 1999
Skills
Strategic Planning, First Time Home Buyers, Sellers, Single Family Homes, Short Sales, Real Estate, Buyer Representation, New Business Development, Investment Properties, Condos, Marketing, REO, Account Management, Management, Residential Homes, Negotiation, Direct Sales, Relocation, Sales, Foreclosures, Selling, Listings, 1031 Exchanges, Investors, Luxury, Home Staging, Real Property
Education
University of San Diego 1988 — 1992
BA, Business
Saint Francis High School Mountain View, CA 1984 — 1988
Stanford Management Company 2013 - 2015
Stanford Management Company 2009 - 2013
Hoffmann-La Roche 2006 - 2009
Neoforma 2004 - 2006
Wells Fargo Bank 2003 - 2004
eBusiness Advantage, Inc. 2000 - 2001
Skills
MS SQL Server 2012 Admin, Project Management, IBI Webfocus, Oracle PL/SQL..., Database Design, Business Intelligence..., Technical Documentation, Teradata, Data Modeling, Data Warehousing, Oracle, Business Objects, Databases, PL/SQL, Business Intelligence, Enterprise Software, Informatica, Business Process..., Business Intelligence..., Integration, Marketing, Business Analysis, Microsoft SQL Server, SDLC, Analytics, Database Administration, Requirements Analysis, Business Process, Management, SQL, Agile Methodologies, Software Development, Software Project..., ETL
Education
University of San Francisco
BA Economics, Economics, Bus Ad-Finance
University of San Franisco
Bachelor of Arts (B.A.), Economics, BusAd-Finance
Two Rivers Bank & Trust February 2015 - Present
Transition Point Business Advisors December 2014 - February 2015
Midwest Heritage Bank November 2012 - December 2014
First Dakota National Bank March 2010 - October 2012
Wells Fargo Bank January 2007 - February 2010
Skills
Loans, Credit, Commercial Lending, Banking, Credit Analysis, Commercial Banking, Portfolio Management, Credit Risk, Finance, Financial Analysis, Underwriting, Consumer Lending, Sales, Mortgage Lending, Lines Of Credit, Financial Risk, Retail Banking, SBA, Budgets, Real Estate, Management, Risk Management, Small Business Lending, Cash Management, Investments, Construction Loans, Strategic Financial..., Cash Flow, Small Business, Customer Service, Strategic Planning, Treasury Management, Financial Services, Cross Selling, Refinance, Mortgage Banking, Asset Based Lending, Business Development, Analysis, Insurance, Loan Origination, Commercial Mortgages, Financial Structuring, Funding, Residential Mortgages, Marketing, Networking
Education
Graduate School of Banking (2011 2011 — 2012
University of Colorado Graduate School of Banking 2011 — 2012
Certificate of Completion, Banking
University of Sioux Falls 2008 — 2010
MBA, Business, Finance
University of Sioux Falls 1997 — 2001
BA, Business Administration
COMMUNITY INVOLVEMENT
Wells Fargo Bank June 2004 - Present
Dancel's Academy of Taekwondo November 2009 - April 2013
Skills
Customer Service, Coordination, Banking, Office Management, Sales, Retail Banking, Event Planning, Finance, Outlook, Recruiting, Team Building, Human Resources, Analysis, Event Management, Administrative...
Education
University of San Francisco 2003 — 2007
Bachelors, Entrepreneurship
South San Francisco High School 1999 — 2003
High School Diploma
Otis McAllister, Inc. January 2013 - Present
Aceco April 2012 - January 2013
University of San Francisco December 2010 - December 2011
Wells Fargo Bank October 2009 - May 2011
City and County of San Francisco January 2010 - June 2010
Skills
Bilingual, Notary Public, Microsoft Office, Academic Writing, Community Development, International Political..., Geopolitics, Macroeconomics, European Union, Strategic Financial..., Research, International Relations, Customer Service, Time Management, Public Speaking, Budgets, Policy Analysis, Community Outreach, Teamwork, Event Planning, Market Research, Spanish, Sales, Policy, Proposal Writing, Process Scheduler, Social Networking, Data Analysis, Analysis, Outlook, Finance, Microsoft Excel, Fundraising, Project Management, PowerPoint, Leadership, Management, Social Media, Marketing Strategy, Training
Education
University of San Francisco 2010 — 2011
Bachelor’s Degree, Business Administration, Management and Operations
University of San Francisco 2009 — 2011
Bachelor’s Degree, Political Science. Minor: Legal Studies
Deloitte Tax, LLP June 2012 - Present
Deloitte Tax, LLP September 2011 - June 2012
Deloitte & Touche September 2010 - September 2011
GRANT THORTON, LLP June 2009 - August 2009
Wells Fargo Bank September 2007 - May 2009
United States Postal Service June 2004 - September 2007
CLARK Security Products March 2004 - October 2004
Nugget Market, Inc. August 2003 - October 2004
McDonald's Corporation May 2001 - October 2004
Artie's Star-lite Fountain September 1998 - May 2001
Skills
Accounting, Management, Financial Reporting, Tax, Process Improvement, GAAP, Tax Research, Financial Statements, SEC filings, Sarbanes-Oxley Act, Auditing, Internal Controls, Corporate Tax, Tax Returns, Big 4, Microsoft Excel, US GAAP
Education
University of San Francisco 2007 — 2009
Bachelor of Science in Business Administration, Accounting, 3.7
Wells Fargo Advisors April 2015 - Present
Wells Fargo Advisors August 2007 - April 2015
Wells Fargo Bank November 1995 - August 2007
J. Friedman Consulting 1986 - 1995
International Playtex January 1982 - January 1985
Skills
Marketing Strategy, Customer Lifecycle..., Customer Acquisition, Marketing Communications, Product Management, Online Marketing, Product Marketing, Marketing, Strategy, Strategic Planning, Market Research, Management, Product Development, Business Strategy, Business Analysis, CRM, Account Management, Financial Services
Education
New York University Stern School of Business
M.B.A, Marketing
University of Rochester
B.A, Political Science
Wells Fargo December 2011 - Present
Wells Fargo Bank May 2008 - December 2011
Wells Fargo Bank June 2003 - May 2008
Wells Fargo Bank January 2001 - June 2003
Luckys Supermarket / Albertsons January 1986 - October 1994
Skills
Leadership Coaching, Organizational..., eLearning Instructional..., Instructional Design, Leadership Development, Coaching, E-Learning, Learning Management..., Performance Management, Training Delivery, Workshop Facilitation, Project Management, Public Speaking, Staff Development, Blended Learning, Captivate, Performance Consulting, Learning Management, Training, Leadership, Human Resources, Consulting, Team Leadership, Needs Analysis, Adult Education, Employee Training, Talent Management, Instructor-led Training, Organizational..., Management, Employee Engagement, Succession Planning, ADDIE, Career Development, Executive Coaching, Onboarding, Performance Improvement, Team Management, Culture Change, Workforce Planning, Organizational Design, Management Development, Change Management, Interviews, Emotional Intelligence, HR Consulting, Employee Relations, Talent Acquisition, Personnel Management, Training Facilitation
Education
University of San Francisco 2005 — 2008
MSOD, Master of Science in Organizational Development
Coach University 2009 — 2011
Core Essentials Coaching Program, Corporate Coaching
Bethany University 1996 — 2000
B.A., Emphasis in Leadership
Wells Fargo Bank February 2008 - Present
Skills
Business Analysis, Risk Management, Credit, Retail Banking, Portfolio Management, Visio, Business Requirements, SQL, Loans, Access, Financial Analysis, Banking, SDLC
Education
University of San Francisco
Bachelor of Arts (BA), Information Technology
Wells Fargo April 2014 - Present
Wells Fargo Bank January 2009 - March 2014
OliverMcMillan 2007 - 2009
Newland Communities 2002 - 2007
McMillan Homes 2001 - 2002
JPI 2000 - 2001
Hahn Company / Trizec Hahn Development 1987 - 2000
University of San Diego 1988 - 1989
Skills
Disposition, Real Estate Development, Real Estate, Real Estate Economics, Entitlements, Asset Managment, Due Diligence, Real Estate Transactions, Land Acquisition, Investment Properties, Property Management, Corporate Real Estate, Leases, Valuation, Location Intelligence
Education
University of San Diego 1985 — 1987
MBA, Business & Real Estate
University of San Diego 1980 — 1984
BS, Business Admin / Information Systems
Guild Mortgage November 2013 - June 2014
Bank of America October 2012 - November 2013
Wells Fargo Bank July 2010 - November 2012
Power Testing & Energization, A division of Power Engineers July 2009 - July 2010
Restoration & Repair Service January 2003 - July 2009
GN Great Nordic August 2000 - January 2003
Digital Lightwave March 1998 - August 2000
Northern Wire & Cable / Anicom inc. January 1995 - March 1998
CIGNA Healthcare January 1993 - March 1995
US Navy October 1984 - January 1993
Skills
Management, CRM, Program Management, Sales, Telecommunications, Sales Operations, Sales Management, Direct Sales, Real Estate, Budgets, Mortgage Lending, Customer Service, Loans, Finance, Investment Properties
Education
University of San Diego 1988 — 1991
B.A., Business Administration
Wells Fargo June 2013 - Present
F5 Networks July 2012 - January 2013
Wells Fargo Bank January 2007 - July 2011
Wells Fargo NA July 2005 - July 2007
Los Angeles Unified School District January 2004 - June 2005
Skills
Treasury Management, Global Banking, Foreign Exchange, Sales Management, Sales Operations, Technical Analysis, Working Capital..., Sales Support, Application Delivery...
Education
University of Washington
Certificate, Audio Production
University of San Francisco 1999 — 2002
Bachelor of Arts (B.A.), History
Locolist July 2014 - Present
I Gatti 2014 - 2014
Wells Fargo Bank October 2010 - February 2012
Xchange Solutions, Inc April 2001 - September 2009
Skills
Loans, Investments, Real Estate, Sales Management, Leadership, Banking, Social Networking, Business Development, Investment Properties, Loan Origination, Selling, New Business Development, Mortgage Lending, Credit, Portfolio Management, Marketing, Sales, Management, Finance, Negotiation, Strategic Planning
Education
University of San Diego 1987 — 1990
B.A., Communication Studies
US Bank January 2011 - Present
Wells Fargo Bank April 2009 - December 2010
WaMu, division of JPMorgan Chase Bank, N.A. 2002 - 2009
Wells Fargo Bank August 1997 - May 2002
First National Bank - South Africa January 1995 - July 1997
Absa Bank January 1983 - December 1994
Skills
SDLC, Production Support, Project Management
Education
University of South Africa/Universiteit van Suid-Afrika
Wells Fargo Bank December 2013 - Present
Wells Fargo Bank January 2007 - Present
Skills
Business Banking, Commercial Banking, Retail Banking, Mergers, Strategic Consulting, Business, Loans, Risk Management, Financial Services, Business Planning, Business Strategy, Credit, Banking, Commercial Lending, Small Business Lending, Credit Analysis, Treasury Management, Underwriting, Private Banking, Strategy, Mergers, Management, Leadership
Education
Pacific Coast Banking School - University of Washington 2003 — 2005
University of San Diego 1983 — 1987
BA
Wells Fargo Bank September 2011 - Present
KELO-TV July 2010 - August 2011
Wheel City Motors East, Inc. August 2005 - September 2010
Skills
Loans, Credit, Banking, Underwriting, Advertising, Microsoft Office, Customer Service, Public Speaking, Microsoft Excel, Social Media Marketing, Sales, Marketing Communications, Social Media, Strategic Financial..., Cold Calling, New Business Development, Investments, Financial Analysis, Mortgage Lending, Consumer Lending, Financial Planning
Education
University of Sioux Falls 2003 — 2005
Bacholer of Arts, Business Administration & Marketing
Southeast Technical Institute 2000 — 2003
Associates in Business Administration & Marketing
Torrey Pines Bank May 2003 - Present
Grossmont Bank September 1995 - December 1998
Wells Fargo Bank December 1989 - September 1995
Education
University of San Diego 1989 — 1994
BA, Interdisciplinary Humanaties
University of San Diego
Wunderling Consulting 1997 - Present
Founders Fund 2008 - 2008
Biex 1996 - 1997
Technology Funding 1990 - 1995
Bank of America 1986 - 1990
Wells Fargo Bank 1980 - 1986
Robert A McNeil Corp 1977 - 1980
Education
University of San Francisco
BS
Wells Fargo June 2014 - Present
Wells Fargo January 2011 - June 2014
Wells Fargo Bank September 2009 - January 2011
Wells Fargo Bank June 2005 - September 2009
Wells Fargo May 1997 - June 2005
Skills
Banking, Business Analysis, Business Requirements, Project Management
Education
University of Sioux Falls 2003 — 2004
BS, Management
Wells Fargo Bank
Skills
Business Analysis, SDLC, Production Support, Vendor Management, Software Project..., Requirements Analysis, Process Improvement, IT Strategy, PMP, Enterprise Architecture, Business Process..., Requirements Gathering, Business Requirements, Disaster Recovery, Visio, Project Management, Business Process, SharePoint, User Acceptance Testing, Software Development
Education
University of Santo Tomas
Northern Arizona University April 1982 - Present
Wells Fargo Bank 1972 - 1979
Education
University of San Francisco 1969 — 1975
Wells Fargo June 2004 - Present
Wells Fargo Bank 2004 - Present
Petersohn Consulting 2003 - 2004
Bank of America June 1986 - August 2000
Skills
Mortgage Banking, Credit, Banking, Credit Risk, Credit Analysis, Loan Origination, Financial Risk, Retail Banking, Analytics, Portfolio Management, Underwriting, Small Business Lending, Financial Analysis, Risk Management, Predictive Analytics, Consumer Lending, Finance, Credit Cards, Loans, Mortgage Lending, Asset Based Lending, Financial Services, Basel II
Education
University of San Francisco 1966 — 1968
BS Business Administration, Accounting Emphasis
Wells Fargo Bank VP and HR ConsultantWells Fargo2003 - Present
Wells Fargo Consumer Credit Group 2003 - 2006
GE Financial Assurance 1995 - 2003
Skills
Performance Management, Succession Planning, Deferred Compensation, Talent Management, Employee Engagement, Onboarding, Strategic Planning, Leadership, Human Resources, Insurance, Talent Acquisition, Employee Relations, Recruiting, Employee Benefits, Vendor Management
Education
University of San Francisco
Bachelor's degree, English Language and Literature/Letters
Wells Fargo May 2015 - Present
Wells Fargo July 2014 - Present
Wells Fargo Bank June 2013 - Present
Staples November 2011 - June 2013
The Xcel Group September 2005 - October 2010
MusicArt Studio September 1996 - August 2005
Skills
Word, Microsoft Word, Customer Service, Social Media Marketing, Sales, Microsoft Office, Negotiation, Social Media, Account Management, Retail, Marketing Strategy, Team Building, Strategic Planning, Sales Management, Project Management, Coaching, Contract Negotiation, Inventory Management, Microsoft Excel, Recruiting, PowerPoint, Salesforce.com, Management, CRM
Education
University of San Francisco 1981 — 1984
BS, Business Management and Organizational Behavior
Wells Fargo Bank June 2006 - Present
Washington Mutual May 2004 - June 2006
Education
University of San Francisco 2003 — 2008
BA, Business Administration, Economic Minor
Full Throttle Living June 2010 - Present
Elev8 Coaching, LLC May 2014 - Present
South Dakota Safety Council April 2013 - Present
The Motor Market January 2013 - Present
Wells Fargo Home Mortgage September 2001 - June 2012
Wells Fargo Bank May 1991 - September 2001
Skills
Inspirational Speaking, Business Coaching, Personal Coaching, Group Coaching, Keynote, Blogging, TV Hosting, Motivational Speaking, Television, Coaching, Public Speaking, Workshop Facilitation, USDA, Leadership, Strategic Planning, Small Business, Social Networking, Organizational..., Leadership Development, Program Management, Marketing, Marketing Strategy, New Business Development, Customer Satisfaction, Recruiting, Management, Time Management, Training, Staff Development, Team Building, Executive Coaching, Employee Training, Entrepreneurship, Sales, Personal Development
Education
University of Sioux Falls 1989 — 1993
MBA, Business Administration and Management, General
University of Sioux Falls
Wells Fargo Advisors, LLC May 2009 - Present
Wachovia Securities LLC February 2007 - April 2009
Atlas Securities September 1998 - February 2007
Wells Fargo Securities June 1995 - January 1997
Wells Fargo Bank August 1994 - June 1995
Skills
Investments, Financial Services, Life & Health Insurance..., Retirement Planning, Retirement, Insurance, Banking, Finance, Management, Series 7, Series 63, Strategic Financial..., Mutual Funds, Securities, Wealth Management, Portfolio Management, Alternative Investments, High Net Worth...
Education
University of Rochester 1985 — 1989
B.A, Economics
Wells Fargo Capital Finance 2008 - Present
Wells Fargo Bank September 2000 - May 2008
ABN AMRO January 1994 - September 2000
Mellon Financial 1986 - 1994
Skills
Commercial Lending, Credit, Credit Analysis, Loans, Banking, Commercial Banking, Portfolio Management, Financial Analysis, Financial Modeling, Capital Markets, Underwriting, Treasury Management, Asset Based Lending, Small Business Lending, Credit Risk
Education
New York University - Leonard N. Stern School of Business 1984 — 1986
MBA, Finance
University of Scranton 1979 — 1983
Bachelor of Science (BS), Economics/Finance
Chartered Financial Analyst
Wells Fargo August 2013 - Present
Wells Fargo Bank October 2011 - February 2013
Wells Fargo Practice Finance (Formerly Matsco) August 2007 - October 2011
CBC Innovis 2006 - 2007
Wausau Mortgage Corporation March 2005 - April 2006
Skills
Credit Analysis, Consultative Selling, Credit, B2B, Loans, Finance, FHA, Mortgage Lending, Financial Statement..., Start-ups, Selling, Business Development, Commercial Lending, SBA, Small Business Lending, Banking, Underwriting, Small Business, Portfolio Management, Management, Financial Analysis, Investments, Commercial Banking, Loan Origination, Risk Management, Treasury Management, Consumer Lending, Mortgage Banking, Commercial Mortgages, Relationship Management, Financial Services, Lines Of Credit, Credit Risk, Sales
Education
University of San Francisco 1998 — 2002
BA, History, Theology, Latin
Alameda High School 1994 — 1998
Bank of the West October 2013 - Present
Bank of the West March 2012 - September 2013
First Bank May 2010 - July 2011
JPMorgan Chase March 2007 - May 2010
WaMu March 2007 - May 2010
Wells Fargo Bank January 2004 - February 2007
Infinity Broadcasting September 1999 - January 2004
Skills
Human Resources, Loans, New Business Development, Portfolio Management, Recruiting, Sales, Sales Management, Training
Education
University of San Francisco 2003 — 2005
B.S., Organizational Business behavoir
Wells Fargo Bank November 2014 - Present
Wells Fargo July 2014 - October 2014
Wells Fargo Bank, Global Financial Institutions December 2013 - March 2014
Fannie Mae February 2011 - September 2013
Wells Fargo Home Mortgage February 2010 - December 2010
US Allianz LIfe April 2009 - November 2009
Ann Buffie & Associates, Inc. August 2002 - February 2009
Skills
Due Diligence, Investments, Financial Risk, Financial Services, Loans, Strategy, Finance, Credit Risk, Risk Management, Mortgage Lending, Banking, Management, Forecasting, Mergers & Acquisitions, Portfolio Management, Customer Service, Analysis, Credit
Education
College of Financial Planning 1989 — 1990
Certified Financial Planner (CFP), Financial Planning
University of Rochester 1962 — 1970
PhD/abd, Music Theory
Wells Fargo Bank December 2006 - Present
Wells Fargo January 2003 - December 2006
Visa October 2002 - December 2002
Charles Schwab March 2000 - July 2002
Fireman's Fund Insurance Company December 1998 - March 2000
Gap Inc. September 1998 - August 1999
Quick Response Services June 1994 - August 1998
Peter R. Johnson & Company September 1990 - June 1994
Tower Corporation October 1988 - September 1990
Philippine Commercial & International Bank August 1987 - September 1988
Skills
DB2, SDLC, Data Warehousing, Visio, JCL, Mainframe, SQL, z/OS, COBOL, Requirements Analysis, Databases, CICS, Stored Procedures, Data Modeling, Systems Analysis, Requirements Gathering, TSO, Fileaid, ISPF, MVS, IBM Mainframe, VSAM
Education
University of Santo Tomas 1982 — 1986
Bachelor of Science in Civil Engineering
Wells Fargo Bank August 2008 - Present
Wells Fargo Bank 1980 - 2010
Wells Fargo Bank January 2007 - August 2008
Skills
Loans, Consumer Lending, Mortgage Lending, Banking, Portfolio Management, Commercial Lending, Investments, Credit, Commercial Banking, Small Business Lending, Credit Analysis, Finance, Retail Banking, Loan Origination, Wealth Management, Mortgage Banking, Refinance, Commercail Lending, Private Banking, Lines Of Credit, Residential Mortgages
Education
University of San Francisco 1979 — 1985
EdD, Management
FindLaw, part of Thomson Reuters October 2014 - Present
Wells Fargo Bank July 2010 - September 2014
Wells Fargo Bank June 2007 - July 2010
Wells Fargo March 2005 - June 2007
Stonecreek Funding March 2005 - October 2005
Singles-life May 2002 - March 2005
Marcoa Publishing September 2003 - May 2004
Skills
Sales, Business Development, Leadership, Management, Marketing, B2B, Marketing Strategy, Sales Operations, Customer Service, Credit, Loans, Finance, Portfolio Management, Call Centers, Time Management, Relationship Management, Banking, Credit Analysis, Commercial Lending, Cross Selling, Commercial Banking, Sales Management, Selling, Cold Calling
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2002 — 2003
Masters Certificate in Marketing, Business
University of Rochester 2000 — 2003
Bachelor of Arts, Psychology
Nichols School 1993 — 2000
Wells Fargo Bank August 2007 - Present
Skills
Notary Public, Small Business Lending, Loans, Consumer Lending, Retail Banking
Education
University of San Diego
University of San Francisco
Total Scope, Inc. August 2015 - Present
Bayview Asset Management, LLC September 2013 - August 2015
Santander/Sovereign Bank November 2012 - September 2013
Wells Fargo Bank-Wells Fargo Advisors February 2012 - September 2012
Wells Fargo Bank November 2010 - September 2012
Animas, LLC June 2010 - October 2010
Endless Pools Inc March 2007 - May 2009
MBA Student May 2006 - January 2008
Skills
Banking, Credit, Customer Service, Cross Selling, Investments, Foreclosures, Short Sales, Loss Mitigation, Negotiation, HAMP, Project Management, Portfolio Management, Compliance, Mortgage Servicing, Mutual Funds, Life Insurance, Property & Casualty..., Health Insurance, Home Equity Lines of..., Mediation, Finance, Sales
Education
Wilmington College 2006 — 2008
MBA, Finance
University of Scranton 1987 — 1992
BS, History, Business Administration Cognate
Wells Fargo Bank December 2003 - February 2009
Union Bank of California 2003 - 2004
Skills
Credit Analysis, Small Business Lending, Loans, Commercial Lending, Commercial Banking, Credit
Education
University of San Francisco 1992 — 1994
Master, Economics
David E Byrne Construction 2009 - July 2012
Wells Fargo Bank 1999 - 2002
Skills
Coaching, Leadership Development, Team Building, Public Speaking, Strategic Planning, Personal Development, Small Business, Organizational..., Change Management, Entrepreneurship, Leadership, Training, New Business Development, Customer Service, Sales Management, Non-profits, Public Relations, Business Strategy, Negotiation, Team Leadership, Social Media
Education
University of Santa Monica 2007 — 2008
Masters, Spiritual Psychology
Wells Fargo Bank 2002 - Present
Wells Fargo Bank 2000 - 2002
California Federal Bank 1999 - 2000
Education
University of San Diego 1986 — 1990
BBA, Business Adminstration
Castro Venture Partners 2007 - Present
IDG Ventures SF 1997 - 2009
Wells Fargo Bank November 1995 - March 1997
Saatchi & Saatchi August 1990 - July 1995
Dancer Fitzgerald Sample 1984 - 1990
Skills
Conversational in..., Conversational in French, Customer Service, HR Policies, Hiring Employees, Hands-on Training, ADP Payroll, Inventory Management, Purchasing Negotiation, Coordinating Special..., Special Events..., Troubleshooting, Office Management, Microsoft Office, Office Administration, Budgetary..., Corporate Relocation, Oral & Written..., Employment Law...
Education
University of San Francisco 1998 — 2000
BS, Information Systems Management
Wells Fargo February 2014 - Present
Pacific Pulmonary Services August 2012 - January 2014
Pacific Pulmonary Services 2011 - 2013
Pacific Pulmonary Services July 2011 - July 2012
Wells Fargo Bank April 2010 - June 2011
Fillippone Consulting Associates (FCA) December 2007 - May 2010
Wells Fargo Bank June 2009 - March 2010
Kaiser Permanente July 2008 - May 2009
Sutter Health December 2007 - October 2008
Sutter Health Sacramento December 2007 - October 2008
Skills
Unix, Vendor Management, Data Center, Disaster Recovery, Visio, PMP, Servers, Security, PMO, Software Documentation, Integration, Software Development, Project Management, Requirements Analysis, SDLC, Firewalls, Testing, Switches, Virtualization, Databases, System Deployment, IT Operations
Education
University of San Francisco 1985 — 1988
BS, Information Systems
Wells Fargo November 2013 - Present
Bank of the West 2011 - November 2013
Wells Fargo Bank 2010 - October 2011
Union Bank 2008 - 2010
Union Bank 2007 - 2008
Rabobank 2006 - 2007
San Diego Community Bank 2005 - 2006
Skills
USA PATRIOT Act, AML, Bank Secrecy Act, KYC, Banking, Risk Assessment, Due Diligence, OFAC, Compliance Program..., Compliance Monitoring, Testing, Project Management
Education
University of San Francisco
Bachelor of Science (BS), Economics
Wells Fargo Bank January 2012 - Present
Wells Fargo Bank November 2010 - January 2012
Wells Fargo Bank July 2006 - October 2010
Skills
Banking, Credit, Credit Analysis, Commercial Banking, Commercial Lending
Education
University of San Diego 2002 — 2006
Bachelors, Accounting
Bank of the West September 2014 - Present
Discover Financial Services May 2013 - May 2014
Discover Financial Services August 2011 - May 2013
Federal Home Loan Bank November 2008 - August 2011
US Treasury - Office of Thrift Supervision April 2006 - October 2008
First Albany Capital 2005 - 2006
Federal Reserve Bank of New York August 2004 - March 2005
Wells Fargo Bank 2003 - 2003
Skills
Credit Risk, Financial Risk, Credit, Banking, Portfolio Management, Credit Analysis, Finance, Internal Controls, Management, Risk Management, Financial Modeling, Financial Analysis, Capital Markets, Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2002 — 2004
MBA, Finance
Albany High School 1991 — 1993
High School Diploma
Protiviti December 2014 - Present
Union Bank April 2011 - November 2014
Kforce Inc. February 2010 - April 2011
BEA 2007 - 2010
Wells Fargo Bank 2001 - 2007
Skills
AML, Financial Risk, Banking, Risk Management, Mortgage Lending, Retail Banking
Education
University of San Francisco
B.S, Applied Economics
Tamara Hill Studio November 2010 - Present
Caroline Crystal 2008 - Present
Credit Suisse October 2004 - November 2008
KTB Management Group 2002 - 2003
Sony 2000 - 2002
Wells Fargo Bank 1997 - 2000
Skills
Event Planning, Customer Service, Office Management, Administrative Work, Event Management, Management, Human Resources, Administrative...
Education
University of San Francisco
BA, Psychological Services
Voice One
Voice Over
SJ Distributors, Inc November 2009 - Present
University of San Francisco July 2008 - October 2009
Wells Fargo Bank March 2008 - July 2008
Twin Capital Mortgage October 2006 - September 2007
Promark Financial March 2006 - August 2006
Grand Wood Ltd October 2004 - November 2005
Modern Links, Inc January 2002 - October 2004
Skills
Finance, Management, Investments, Financial Analysis, Financial Modeling, Valuation, Strategic Planning, Strategy, Leadership, Data Analysis, Budgets, Project Management, Analysis, Corporate Finance, Financial Reporting, Financial Projection, Organizational Structure
Education
University of San Francisco 2008 — 2009
M.S, Financial Analysis
University of Utah 2000 — 2004
B.S, Electrical Engineering
Preferred Bank March 2013 - Present
Bank of the Orient 2010 - 2013
East West Bank 2009 - 2010
Wells Fargo Bank 2008 - 2009
United Commercial Bank 2003 - 2008
Education
University of San Francisco - School of Management 2007 — 2008
Pop Media February 2014 - Present
Southern Exposure January 2014 - Present
Wells Fargo Bank August 2010 - Present
Macy's West August 2008 - June 2010
Booker T Washington Community Service Center January 2008 - July 2008
City Hall of San Francisco January 2008 - July 2008
COYULA ELEMENTARY June 2006 - July 2006
Skills
Marketing, Public Speaking, Coaching, Retail Banking, Training, Project Coordination, Social Media Marketing, Event Planning, Business Development, Customer Service, Communication, Marketing Strategy, Brand Development, Visual Web Developer, Public Relations, Modeling, Dance, Consumer Lending, Certificates of Deposit, IRAs, Branch Banking, Microsoft Office, Sales
Education
University of San Francisco 2004 — 2008
Bachelors, Latin American Studies, History
St. Mary's High School
Wells Fargo Bank
Skills
Banking, Mortgage Lending, Series 7, Relationship Management, Management, Financial Analysis, Financial Services, Risk Management, Strategic Financial..., Business Analysis, Leadership, Business Process...
Education
University of Sioux Falls
Master of Business Administration (MBA), Business Administration and Management, General
Realtor- Re/Max Realty Affiliates 2012 - Present
Contract Advertising 2009 - 2012
Mann Bracken, LLP/ Axiant, LLC 2007 - 2009
Mann Bracken LLP/ Axiant LLC 2007 - 2009
Diablo Realty 1995 - 2003
Wells Fargo Bank January 1987 - December 1993
Education
Chico State University 1988 — 1990
Business/ Marketing/ Economics
Fashion Institute of Design & Merchandising 1987 — 1988
Merchandise Marketing
San Ramon Valley High School 1985 — 1986
Business/ Marketing/ Finance/ Economics
California Beauty College 1984 — 1986
Cosmetology
Tamalpais High School 1984 — 1986
General - Economics/ Business/ Finance
University of San Francisco School of Law
ICAL Inmobiliaria December 2014 - Present
Bustamante Realty Group June 2012 - Present
CREDES December 2010 - June 2011
HSBC January 2010 - November 2010
Wells Fargo January 2006 - January 2010
Wells Fargo Bank January 2005 - December 2006
Wells Fargo July 2003 - December 2004
BBVA September 1998 - July 2003
Vector Casa de Bolsa June 1997 - September 1998
Casa de Bolsa Inverlat November 1992 - June 1997
Skills
Bilingual-Spanish, Bank Relationship..., International Relations, Credit Risk, Investments, Finance, Loans, Banking, Relationship Management, Team Leadership, Wealth Management, Leadership, Commercial Banking, Retail Banking, Strategic Financial..., Management, Negotiation, Financial Planning, Spanish
Education
University of San Diego 1986 — 1991
Bachelor's, Business Administration
University of San Diego 1986 — 1990
Bachelors, Busines Administration
Wells Fargo Bank July 2014 - Present
Bank of the West April 2002 - June 2014
Community Banks of Colorado, a Division of NBH Bank, N.A. August 1998 - April 2002
City National Bank 1995 - 1998
Skills
Commercial Lending, Commercial Banking, Credit, Loans, Banking, Small Business Lending, Credit Analysis, Mortgage Lending, Loan Origination, Portfolio Management, Lines Of Credit, Retail Banking
Education
University of San Diego 1980 — 1982
MBA, Business
Washington University in St. Louis 1968 — 1972
Bachelor's degree, Business Administration and Management, General
Wells Fargo January 2005 - Present
Wells Fargo Bank 2004 - 2014
Education
University of San Diego 1983 — 1986
MBA, Business
Wells Fargo Bank January 2013 - Present
The Merchants Financial Group, Ltd June 2008 - December 2012
One Georgia Bank 2008 - 2008
Zions Small Business Finance 2006 - 2007
The Aga Khan University Hospital April 1985 - January 1990
Hodges Ward Elliott 1985 - 1986
Skills
Loans, Commercial Lending, Small Business Lending, Commercial Mortgages, Commercial Banking, Real Estate, Credit, Portfolio Management, Credit Analysis
Education
University of Sindh 1978 — 1983
Masters, English, Economics
NatureBox October 2014 - Present
NatureBox November 2013 - October 2014
New Resource Bank July 2010 - June 2013
Wells Fargo Bank June 2008 - April 2010
San Francisco Giants August 2004 - November 2007
Skills
Customer Service, Banking, Business Strategy, Start-up Environment, Financial Services, Sales, Consumer Lending, Credit, Loans, Credit Analysis, Operations Management, Account Management, Customer Acquisition, Financial Analysis, Leadership, Retail Sales, Microsoft Excel, Microsoft Office
Education
University of San Francisco 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
JASS (Just Associates) April 2010 - Present
Human Rights Watch March 2010 - April 2010
Human Rights Watch September 2008 - March 2010
Wells Fargo Bank March 2008 - March 2010
International Scholar Laureate Program May 2007 - May 2007
Skills
Government Advocacy, Fundraising, Public Speaking, Strategic Communications, Proposal Writing, Human Rights Activism, International Human..., Women's Rights, Social Movements, Community Organizing, Research, Project Management, Strategic Planning, Website Development, Drupal, Public Relations, Event Planning, Logistics, Budgets, Networking, Strategic Alliances, Alliance-building, Microsoft Excel, Grant Writing, Organizational..., Microsoft Office, Editing, CMS Content Management, CRM, Nonprofits, Policy Analysis, Politics, International Relations
Education
University of San Francisco 2005 — 2009
Bachelor of Arts (B.A.), International/Global Studies and Politics
Royal Limousine, Inc. November 2011 - Present
Wells Fargo Bank January 2010 - February 2011
Globe University 2011 - 2011
Abercrombie & Fitch May 2007 - December 2009
Skills
Customer Service, Microsoft Excel, Outlook, PowerPoint, Sales, Microsoft Word, Microsoft Office, Time Management, Retail, Data Entry, Customer Satisfaction, Leadership, Recruiting, Banking, Marketing, Social Networking, Event Planning, Social Media Marketing
Education
University of Sioux Falls 2003 — 2007
Bachelor's Degree, Communication Studies & Theater
Centerra Capital September 2012 - Present
Wells Fargo Bank June 2011 - September 2012
Wells Fargo Bank January 2010 - July 2011
eBiz Autos September 2008 - July 2009
Wells Fargo Bank August 2006 - July 2008
Sue Hollingsworth, CPA June 2003 - September 2003
Education
University of San Diego 2002 — 2006
BA, Psychology, Business Administration
Semester At Sea 2004 — 2004
Central Catholic High School 1998 — 2002
First Republic Bank 2011 - Present
Non Profit Organization 2010 - 2013
East West Bank 2007 - 2010
GMAC Commercial Mortgage 2002 - 2006
Wells Fargo Bank 2000 - 2001
TRI Capital Corporation 1997 - 2001
Skills
Banking, Portfolio Management, Finance, Risk Management, Financial Analysis, Business Analysis, Loans, Financial Services, Commercial Lending, Financial Risk, Credit
Education
University of San Francisco
BSC, Information Systems Management
Wells Fargo Bank 2006 - Present
Wachovia, A Wells Fargo Company 1996 - 2006
Education
University of Richmond - Robins School of Business
MBA
University of Virginia
BA, Economics
Bridal Gallery April 2010 - January 2013
Wells Fargo Bank April 2007 - January 2010
Wells Fargo Bank October 2005 - April 2007
HJN Team Real Estate January 2005 - February 2007
Skills
Hiring, Scheduling, Training & Development, Process Scheduler, Employee Training, Marketing, Microsoft Word
Education
University of Sioux Falls 2006 — 2010
MBA, Masters in Business Administration
University of Sioux Falls 2001 — 2005
Bachelor, Arts; English and Communication Studies & Theater
Wells Fargo Bank December 2009 - Present
The Continental Group August 1994 - December 2009
Education
University of San Diego School of Law
University of Southern California
Sterling Bank and Trust September 2008 - January 2010
self employed Estate agent, Property Consultant, property developer and Investor. July 2002 - September 2008
Wells Fargo Bank May 2000 - July 2002
Skills
Financial Modeling, Financial Analysis, Equities, Financial Risk, Valuation, Investments, Finance, Private Equity, Mergers & Acquisitions
Education
University of San Francisco 1981 — 1985
Undergraduate, Business Administration
University of San Francisco September 2012 - Present
University of San Francisco August 1988 - August 2012
Wells Fargo Bank 1976 - 1986
Education
University of San Francisco 1989 — 1992
MBA, Information Systems
Wells Fargo Bank December 2009 - October 2013
Wachovia, A Wells Fargo Company May 2009 - September 2009
AMNET/VERTICE/WACHOVIA January 2001 - January 2009
AMNET/VERTICE/WACHOVIA January 2001 - January 2006
OLD KENT MORTGAGE COMPANY January 1999 - January 2001
Guild Mortgage Company January 1992 - January 1999
Skills
Mortgage Lending, Credit, Investors, Reverse Mortgages, Loans, Funding
Education
University of Santo Tomas
BA, Economics
Wells Fargo Bank
Skills
Insurance, Strategic Planning, Risk Management, CRM
Education
University of San Francisco 1976 — 1979
BS, Business
Grandma's Cafe December 2003 - Present
Wells Fargo Bank October 1996 - March 2001
McKesson Health Solutions September 1993 - October 1996
Education
University of San Francisco 1980 — 1984
BS Business Administration, Marketing
Kaiser Permanente June 2014 - Present
San Francisco General Hospital June 2012 - June 2014
Wells Fargo Bank September 1999 - December 2010
Skills
Healthcare
Education
University of San Francisco 2010 — 2012
Master's of Science in Nursing
Wells Fargo Bank
Skills
Project Management
Education
University of San Francisco
MUFG Union Bank , San Francisco April 2014 - Present
STATE BANK OF INDIA ( CALIFORNIA ) May 2013 - April 2014
Wells Fargo Bank April 2009 - April 2013
Wells Fargo Bank , Wholesale Group January 2005 - January 2010
International Banking Group/WF HSBC TRADE BANK January 1994 - April 2009
Insurance Group January 2002 - January 2009
Wells Fargo Bank November 1991 - January 1994
CA STATE BANKING DEPARTMENT January 1990 - October 1991
CALIFORNIA STATE BANKING DEPARTMENT January 1984 - January 1990
Skills
Financial Analysis, Loans, Banking, Financial Risk, Credit, Commercial Banking, Management, Internal Audit, Finance, AML, Training, Commercial Lending, Trading, Auditing, Anti Money Laundering
Education
University of San Francisco
M.B.A; M.B.A; Post Graduate; B.S, Business Administration; Banking; Chemistry and Mathematics