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.
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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
Jaime Jaramillo Jaime Jaramillo's Wells Fargo Bank Experience June 2009 - February 2012
Job Planner/Urban Designer at Lisa Wise Consulting, Inc.
Industry Architecture & Planning
Experience
Lisa Wise Consulting, Inc. April 2014 - Present
University of New Mexico School of Architecture and Planning July 2012 - May 2013
The Greater Albuquerque Housing Partnership May 2012 - October 2012
Wells Fargo Bank June 2009 - February 2012
Skills
Team Building, New Business Development, Social Media, Policy, Marketing Strategy, Event Management, Business Development, Fundraising, Public Speaking, Nonprofits, Customer Service, Social Networking, Community Outreach, Technical Writing, Public Relations, Leadership Development, Project Planning, Payroll, Leadership, Microsoft Office, Coaching, Program Management, Sales, Social Media Marketing, Project Coordination, Project Management, Analysis, Proposal Writing, Microsoft Excel, Facebook, Microsoft Word, Marketing, Small Business, Access, Outlook, InDesign, Urban Planning, Research, GIS, SketchUp, Adobe Creative Suite, PowerPoint, Community Development, Sustainability, Photoshop, AutoCAD, ArcGIS
Education
California Polytechnic State University-San Luis Obispo 2013 — 2015
Master's degree, City/Urban, Community and Regional Planning
The University of New Mexico 2009 — 2013
Bachelor of Arts (B.A.), Environmental Planning and Design
Lisa Wise Consulting, Inc. April 2014 - Present
University of New Mexico School of Architecture and Planning July 2012 - May 2013
The Greater Albuquerque Housing Partnership May 2012 - October 2012
Wells Fargo Bank June 2009 - February 2012
Skills
Team Building, New Business Development, Social Media, Policy, Marketing Strategy, Event Management, Business Development, Fundraising, Public Speaking, Nonprofits, Customer Service, Social Networking, Community Outreach, Technical Writing, Public Relations, Leadership Development, Project Planning, Payroll, Leadership, Microsoft Office, Coaching, Program Management, Sales, Social Media Marketing, Project Coordination, Project Management, Analysis, Proposal Writing, Microsoft Excel, Facebook, Microsoft Word, Marketing, Small Business, Access, Outlook, InDesign, Urban Planning, Research, GIS, SketchUp, Adobe Creative Suite, PowerPoint, Community Development, Sustainability, Photoshop, AutoCAD, ArcGIS
Education
California Polytechnic State University-San Luis Obispo 2013 — 2015
Master's degree, City/Urban, Community and Regional Planning
The University of New Mexico 2009 — 2013
Bachelor of Arts (B.A.), Environmental Planning and Design
Patricia Haendiges Patricia Haendiges's Wells Fargo Bank Experience June 2009 - 2012
Job Loan Approver.
Industry Banking
Experience
DriveTime October 2012 - April 2015
Wells Fargo Bank June 2009 - 2012
Skills
Commercial Banking, Credit, Credit Analysis, Banking, Mortgage Lending, Financial Analysis, Cash Management, Lines Of Credit, Home Equity, Retirement Planning, Sales Management, Operations Management, Customer Retention, Customer Acquisition, Customer Analysis, Business Development, Entrepreneurship, Leadership, PowerPoint, Windows, Web Services, Mergers & Acquisitions
Education
California State Polytechnic University-Pomona 2000 — 2003
Behavorial Health Science, Psychology, 3.0
Upland High School
Graduated, Business Administration, Management and Operations
DriveTime October 2012 - April 2015
Wells Fargo Bank June 2009 - 2012
Skills
Commercial Banking, Credit, Credit Analysis, Banking, Mortgage Lending, Financial Analysis, Cash Management, Lines Of Credit, Home Equity, Retirement Planning, Sales Management, Operations Management, Customer Retention, Customer Acquisition, Customer Analysis, Business Development, Entrepreneurship, Leadership, PowerPoint, Windows, Web Services, Mergers & Acquisitions
Education
California State Polytechnic University-Pomona 2000 — 2003
Behavorial Health Science, Psychology, 3.0
Upland High School
Graduated, Business Administration, Management and Operations
Nan Chow Nan Chow's Wells Fargo Bank Experience September 2004 - July 2008
Job Experienced Business and Financial Analyst
Industry Market Research
Experience
Kaiser Permanente May 2014 - Present
Toastmaster International June 2014 - July 2015
Community Child Care Council (4C's) of Alameda County June 2013 - February 2015
Toastmasters International June 2013 - June 2014
Safeway, Inc August 2013 - May 2014
IRI October 2011 - March 2013
Safeway July 2008 - October 2011
Wells Fargo Bank September 2004 - July 2008
Wells Fargo 2007 - 2008
Wells Fargo 2006 - 2007
Skills
Financial Analysis, Cross-functional Team..., Project Management, Management, Leadership, Budgets, Project Planning, Analysis, Marketing, Training, Sales, Recruiting, Pricing, Leadership Development
Education
Toastmasters International 2012 — 2022
Communication and Leadership, Toastmasters Communication and Leadership Study
University of California, Berkeley 2006 — 2007
Certificate in Project Management, Project Management
California Polytechnic State University-San Luis Obispo 1999 — 2003
B.S., Business Administration, Finance and Economics
Kaiser Permanente May 2014 - Present
Toastmaster International June 2014 - July 2015
Community Child Care Council (4C's) of Alameda County June 2013 - February 2015
Toastmasters International June 2013 - June 2014
Safeway, Inc August 2013 - May 2014
IRI October 2011 - March 2013
Safeway July 2008 - October 2011
Wells Fargo Bank September 2004 - July 2008
Wells Fargo 2007 - 2008
Wells Fargo 2006 - 2007
Skills
Financial Analysis, Cross-functional Team..., Project Management, Management, Leadership, Budgets, Project Planning, Analysis, Marketing, Training, Sales, Recruiting, Pricing, Leadership Development
Education
Toastmasters International 2012 — 2022
Communication and Leadership, Toastmasters Communication and Leadership Study
University of California, Berkeley 2006 — 2007
Certificate in Project Management, Project Management
California Polytechnic State University-San Luis Obispo 1999 — 2003
B.S., Business Administration, Finance and Economics
Meghan (Allen) Tarry Meghan (Allen) Tarry's Wells Fargo Bank Experience September 2010 - May 2012
Job Regional Bank Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2014 - Present
Wells Fargo September 2013 - October 2014
Wells Fargo June 2014 - September 2014
Wells Fargo May 2012 - July 2013
Wells Fargo Bank September 2010 - May 2012
All Around Assistance August 2010 - January 2012
UTH Care February 2008 - January 2011
California Lutheran University August 2010 - December 2010
The Walt Disney Company August 2009 - December 2009
Skills
Banking, Financial Planning, Leadership Development, Office Administration, Microsoft Excel, Microsoft Office, Public Speaking, Advertising, Marketing, Retail Banking, Retail Sales, Retirement Planning, Private Banking, Consumer Lending, Mortgage Lending, Small Business Lending, Financial Accounting, Time Management, Credit, Loans, Trusts, Event Management, Special Needs Trusts, Lines Of Credit, Home Equity Loans, Fundraising, Nonprofits, Customer Service, Social Media, Social Media Marketing, Sales, Management, Leadership
Education
California Lutheran University 2012 — 2016
Master of Business Administration (M.B.A.), Business Administration / Marketing
California Lutheran University 2008 — 2011
BA, Communication
Wells Fargo November 2014 - Present
Wells Fargo September 2013 - October 2014
Wells Fargo June 2014 - September 2014
Wells Fargo May 2012 - July 2013
Wells Fargo Bank September 2010 - May 2012
All Around Assistance August 2010 - January 2012
UTH Care February 2008 - January 2011
California Lutheran University August 2010 - December 2010
The Walt Disney Company August 2009 - December 2009
Skills
Banking, Financial Planning, Leadership Development, Office Administration, Microsoft Excel, Microsoft Office, Public Speaking, Advertising, Marketing, Retail Banking, Retail Sales, Retirement Planning, Private Banking, Consumer Lending, Mortgage Lending, Small Business Lending, Financial Accounting, Time Management, Credit, Loans, Trusts, Event Management, Special Needs Trusts, Lines Of Credit, Home Equity Loans, Fundraising, Nonprofits, Customer Service, Social Media, Social Media Marketing, Sales, Management, Leadership
Education
California Lutheran University 2012 — 2016
Master of Business Administration (M.B.A.), Business Administration / Marketing
California Lutheran University 2008 — 2011
BA, Communication
Eric Egan Eric Egan's Wells Fargo Bank Experience August 2008 - Present
Job Vice President at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank August 2008 - Present
Wells Fargo Bank March 2008 - August 2008
Wells Fargo Bank January 2007 - March 2008
Wells Fargo Bank October 2003 - January 2007
Skills
Credit Analysis, Credit, Commercial Banking, Underwriting, Commercial Lending, Loans, Treasury Management, Portfolio Management, Banking, Financial Analysis, Asset Based Lending, Cash Flow Lending, Lines Of Credit, Middle Market, Small Business Lending, Financial Modeling, Relationship Management, Credit Risk, Commercial Real Estate
Education
California Polytechnic State University-San Luis Obispo 2000 — 2006
Bachelor of Science, Finance & Accounting
California Polytechnic State University-San Luis Obispo 2000 — 2006
Bachelor of Science, Industrial Technology
Wells Fargo Bank August 2008 - Present
Wells Fargo Bank March 2008 - August 2008
Wells Fargo Bank January 2007 - March 2008
Wells Fargo Bank October 2003 - January 2007
Skills
Credit Analysis, Credit, Commercial Banking, Underwriting, Commercial Lending, Loans, Treasury Management, Portfolio Management, Banking, Financial Analysis, Asset Based Lending, Cash Flow Lending, Lines Of Credit, Middle Market, Small Business Lending, Financial Modeling, Relationship Management, Credit Risk, Commercial Real Estate
Education
California Polytechnic State University-San Luis Obispo 2000 — 2006
Bachelor of Science, Finance & Accounting
California Polytechnic State University-San Luis Obispo 2000 — 2006
Bachelor of Science, Industrial Technology
Youssef Chmait Youssef Chmait's Wells Fargo Bank Experience April 2008 - Present
Job MBA, Assistant Vice President, Commercial Lending Officer, Wells Fargo California Business Banking Group
Industry Banking
Experience
Wells Fargo Bank April 2008 - Present
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Commercial Mortgages, Purchase, Lines Of Credit, Refinance, Letters Of Credit, Investment Properties, Asset Management, Banking, Credit, Credit Analysis, Finance, Loans, Real Estate, SBA, Mortgage Lending
Education
California Lutheran University 2010 — 2013
Master of Business Administration (MBA), Finance & International Business
California Lutheran University 1997 — 2001
B.S., Physical Therapy/Kinesiology with a minor in Bio
Wells Fargo Bank April 2008 - Present
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Commercial Mortgages, Purchase, Lines Of Credit, Refinance, Letters Of Credit, Investment Properties, Asset Management, Banking, Credit, Credit Analysis, Finance, Loans, Real Estate, SBA, Mortgage Lending
Education
California Lutheran University 2010 — 2013
Master of Business Administration (MBA), Finance & International Business
California Lutheran University 1997 — 2001
B.S., Physical Therapy/Kinesiology with a minor in Bio
Sami Ain Sami Ain's Wells Fargo Bank Experience April 2003 - Present
Job Sr. Commercial Lender, V.P. at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank April 2003 - Present
Skills
Commercial Lending, Loans, Financial Analysis, Credit, Risk Management, Credit Risk, Commercial Real Estate, Commercial Banking, Real Estate, Refinance, Real Estate Financing, SBA, Underwriting, Credit Analysis, Small Business Lending, Mortgage Lending
Education
California State Polytechnic University-Pomona 1998 — 2002
B.S., Business
Wells Fargo Bank April 2003 - Present
Skills
Commercial Lending, Loans, Financial Analysis, Credit, Risk Management, Credit Risk, Commercial Real Estate, Commercial Banking, Real Estate, Refinance, Real Estate Financing, SBA, Underwriting, Credit Analysis, Small Business Lending, Mortgage Lending
Education
California State Polytechnic University-Pomona 1998 — 2002
B.S., Business
David Vairin David Vairin's Wells Fargo Bank Experience September 2000 - January 2006
Job Broker/Owner at Transformed Realty Group
Industry Real Estate
Experience
Transformed Real Estate Services August 2013 - Present
Fieldstone Homes November 2011 - November 2013
FieldStone Homes May 2010 - October 2013
Fieldstone Homes January 2006 - October 2013
Wells Fargo Bank September 2000 - January 2006
Inland Empire Health Plan (IEHP) July 1998 - September 2000
Database Analyst June 1996 - June 1998
Skills
Online Marketing, SEO, SEM, Analytics, Social Media Marketing, Email Marketing, Web Analytics, Web Project Management, Website Development, Analysis, Social Media, Problem Solving, Web Development, PPC, Team Building, Team Leadership, Process Improvement, Real Estate License, Real Estate Broker, Construction, Sales, Sales Management, Sales Operations, Sales Process, New Homes, Listing Homes, Single Family Homes, Marketing Strategy, IT Operations, Operations Management, Land Acquisition, Data Acquisition, Leadership Development, Technical Leadership, Project Management, Software Project..., Market Analysis, Business Analysis, Collaborative Problem..., Creative Problem Solving, Brokerage, Brokers, Custom Remodeling, Information Technology, Budgets, Software Industry, Leadership, Real Estate, distressed sales, Real Estate Investor
Education
Allied Business Schools 2012 — 2013
Broker, Real Estate
California State Polytechnic University-Pomona 1994 — 1998
BS, Finance, Real Estate, & Law
Transformed Real Estate Services August 2013 - Present
Fieldstone Homes November 2011 - November 2013
FieldStone Homes May 2010 - October 2013
Fieldstone Homes January 2006 - October 2013
Wells Fargo Bank September 2000 - January 2006
Inland Empire Health Plan (IEHP) July 1998 - September 2000
Database Analyst June 1996 - June 1998
Skills
Online Marketing, SEO, SEM, Analytics, Social Media Marketing, Email Marketing, Web Analytics, Web Project Management, Website Development, Analysis, Social Media, Problem Solving, Web Development, PPC, Team Building, Team Leadership, Process Improvement, Real Estate License, Real Estate Broker, Construction, Sales, Sales Management, Sales Operations, Sales Process, New Homes, Listing Homes, Single Family Homes, Marketing Strategy, IT Operations, Operations Management, Land Acquisition, Data Acquisition, Leadership Development, Technical Leadership, Project Management, Software Project..., Market Analysis, Business Analysis, Collaborative Problem..., Creative Problem Solving, Brokerage, Brokers, Custom Remodeling, Information Technology, Budgets, Software Industry, Leadership, Real Estate, distressed sales, Real Estate Investor
Education
Allied Business Schools 2012 — 2013
Broker, Real Estate
California State Polytechnic University-Pomona 1994 — 1998
BS, Finance, Real Estate, & Law
Erica Knight's Wells Fargo Bank Experience 2006 - 2009
Job Sr. Analyst at Nationwide
Industry Insurance
Experience
Nationwide Insurance June 2012 - Present
VPI Pet Insurance a Nationwide Company August 2009 - June 2012
Wells Fargo Bank 2006 - 2009
Medical Discounts 2008 - 2008
Skills
Account Management, Proactive Leader, Product Specialist, Project Facilitation..., Consistent Goal..., Strategic Planning and..., Leadership, CRM, Management, Business Development, Sales Management, Marketing, Strategic Planning, Social Media Marketing, Advertising, Direct Sales, Sales, Customer Satisfaction, Customer Service, Team Building, Salesforce.com, Marketing Strategy, Training
Education
California State Polytechnic University-Pomona
BS, Business Administration- Marketing & International Business
Nationwide Insurance June 2012 - Present
VPI Pet Insurance a Nationwide Company August 2009 - June 2012
Wells Fargo Bank 2006 - 2009
Medical Discounts 2008 - 2008
Skills
Account Management, Proactive Leader, Product Specialist, Project Facilitation..., Consistent Goal..., Strategic Planning and..., Leadership, CRM, Management, Business Development, Sales Management, Marketing, Strategic Planning, Social Media Marketing, Advertising, Direct Sales, Sales, Customer Satisfaction, Customer Service, Team Building, Salesforce.com, Marketing Strategy, Training
Education
California State Polytechnic University-Pomona
BS, Business Administration- Marketing & International Business
Shannon Satterthwaite Shannon Satterthwaite's Wells Fargo Bank Experience February 2013 - Present
Job Regional Services Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
Wells Fargo Bank February 2013 - Present
Wells Fargo January 2013 - February 2013
Wells Fargo October 2012 - December 2012
Wells Fargo September 2012 - October 2012
Wells Fargo June 2012 - September 2012
Wells Fargo November 2011 - June 2012
Wells Fargo June 2011 - November 2011
Wells Fargo June 2010 - June 2011
Wells Fargo October 2009 - June 2010
Skills
Customer Service, Banking, Leadership Development, Finance, Team Building, Sales, Cross Selling, Retail Banking, Coaching, Branch Management, Cash Management, Employee Engagement, Microsoft Excel, Microsoft Word, Financial Analysis, Small Business Lending
Education
California Lutheran University 2012 — 2014
Master of Business Administration (MBA), Finance, General
California Lutheran University 2007 — 2010
Bachelor's degree, Business Administration
Wells Fargo October 2014 - Present
Wells Fargo Bank February 2013 - Present
Wells Fargo January 2013 - February 2013
Wells Fargo October 2012 - December 2012
Wells Fargo September 2012 - October 2012
Wells Fargo June 2012 - September 2012
Wells Fargo November 2011 - June 2012
Wells Fargo June 2011 - November 2011
Wells Fargo June 2010 - June 2011
Wells Fargo October 2009 - June 2010
Skills
Customer Service, Banking, Leadership Development, Finance, Team Building, Sales, Cross Selling, Retail Banking, Coaching, Branch Management, Cash Management, Employee Engagement, Microsoft Excel, Microsoft Word, Financial Analysis, Small Business Lending
Education
California Lutheran University 2012 — 2014
Master of Business Administration (MBA), Finance, General
California Lutheran University 2007 — 2010
Bachelor's degree, Business Administration
Daniel Bradley's Wells Fargo Bank Experience March 2010 - July 2010
Job Owner at Calivino Wine Pub
Industry Financial Services
Experience
Calivino Wine Pub February 2014 - Present
Bradley Restaurant & Bar Corp July 2013 - Present
DaVinci Financial & Insurance Associates February 2011 - December 2013
MassMutual Financial Group August 2010 - January 2012
Wells Fargo Bank March 2010 - July 2010
Wells Fargo Financial March 2008 - March 2010
Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Life Insurance, Fixed Annuities, 401k, Insurance, Financial Planners, Portfolio Management, Disability Insurance, Wealth Management, Employee Benefits, Wealth, Mergers, Finance, Series 7, Series 63, Mutual Funds, Mergers & Acquisitions, Credit, Small Business, Sales, Estate Planning, IRAs, Series 6
Education
California Polytechnic State University-San Luis Obispo 2003 — 2008
Bachelor of Science, Finance
Calivino Wine Pub February 2014 - Present
Bradley Restaurant & Bar Corp July 2013 - Present
DaVinci Financial & Insurance Associates February 2011 - December 2013
MassMutual Financial Group August 2010 - January 2012
Wells Fargo Bank March 2010 - July 2010
Wells Fargo Financial March 2008 - March 2010
Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Life Insurance, Fixed Annuities, 401k, Insurance, Financial Planners, Portfolio Management, Disability Insurance, Wealth Management, Employee Benefits, Wealth, Mergers, Finance, Series 7, Series 63, Mutual Funds, Mergers & Acquisitions, Credit, Small Business, Sales, Estate Planning, IRAs, Series 6
Education
California Polytechnic State University-San Luis Obispo 2003 — 2008
Bachelor of Science, Finance
Allan Paranada's Wells Fargo Bank Experience November 1999 - May 2000
Job Portfolio Relationship Manager
Industry Banking
Experience
Torrey Pines Bank December 2013 - Present
Vibra Bank July 2011 - December 2013
First Citizens Bank / Temecula Valley Bank May 2009 - June 2011
First Republic Bank April 2007 - April 2009
Temecula Valley Bank August 2006 - April 2007
Jon Allan Group / Midtown Realty Group September 2002 - August 2006
California Bank & Trust May 2000 - September 2002
Wells Fargo Bank November 1999 - May 2000
Union Bank of California January 1998 - November 1999
Wells Resource Mortgage Services March 1996 - November 1997
Skills
Credit Risk, Mortgage Lending, Real Estate, Construction Loans, Portfolio Management, Commercial Lending, Banking, Financial Analysis, Finance, Credit, Loans, Credit Analysis, Commercial Banking, Small Business, Human Resources, Underwriting, Analysis, Auditing, Policy, Employee Benefits
Education
California State Polytechnic University-Pomona 1990 — 1993
Bachelor of Science, Finance, Real Estate, Law
Southwestern Community College 1989 — 1990
Associate Degree, General Studies
Torrey Pines Bank December 2013 - Present
Vibra Bank July 2011 - December 2013
First Citizens Bank / Temecula Valley Bank May 2009 - June 2011
First Republic Bank April 2007 - April 2009
Temecula Valley Bank August 2006 - April 2007
Jon Allan Group / Midtown Realty Group September 2002 - August 2006
California Bank & Trust May 2000 - September 2002
Wells Fargo Bank November 1999 - May 2000
Union Bank of California January 1998 - November 1999
Wells Resource Mortgage Services March 1996 - November 1997
Skills
Credit Risk, Mortgage Lending, Real Estate, Construction Loans, Portfolio Management, Commercial Lending, Banking, Financial Analysis, Finance, Credit, Loans, Credit Analysis, Commercial Banking, Small Business, Human Resources, Underwriting, Analysis, Auditing, Policy, Employee Benefits
Education
California State Polytechnic University-Pomona 1990 — 1993
Bachelor of Science, Finance, Real Estate, Law
Southwestern Community College 1989 — 1990
Associate Degree, General Studies
Dante Baker Dante Baker's Wells Fargo Bank Experience November 2005 - September 2006
Job Product Manager Shared Services at Media Temple & Product Manager Managed WordPress at GoDaddy
Industry Internet
Experience
Media Temple June 2010 - Present
Myspace.com November 2006 - March 2009
Wells Fargo Bank November 2005 - September 2006
EchoPass April 2006 - August 2006
Novell Inc January 2004 - August 2005
Novell Inc January 2003 - January 2004
Verio Internet Web Hosting January 2001 - January 2003
Skills
Cloud Computing, Blogging, Web Hosting, Product Management, Mobile Devices, User Experience, Agile Methodologies, E-commerce, MySQL, SaaS, Scrum, Linux, Web Analytics, Product Marketing, PHP, Strategic Partnerships, Mobile Applications, Apache, Web Development, Open Source, Web Applications, Customer Service, Unix
Education
Cal Poly San Luis Obispo
Computer Science
University of Utah
Business Information Systems
Media Temple June 2010 - Present
Myspace.com November 2006 - March 2009
Wells Fargo Bank November 2005 - September 2006
EchoPass April 2006 - August 2006
Novell Inc January 2004 - August 2005
Novell Inc January 2003 - January 2004
Verio Internet Web Hosting January 2001 - January 2003
Skills
Cloud Computing, Blogging, Web Hosting, Product Management, Mobile Devices, User Experience, Agile Methodologies, E-commerce, MySQL, SaaS, Scrum, Linux, Web Analytics, Product Marketing, PHP, Strategic Partnerships, Mobile Applications, Apache, Web Development, Open Source, Web Applications, Customer Service, Unix
Education
Cal Poly San Luis Obispo
Computer Science
University of Utah
Business Information Systems
Marlea Lyon Marlea Lyon's Wells Fargo Bank Experience 2000 - 2006
Job Vice President, Ag Relationship Manager at Heritage Oaks Bank
Industry Financial Services
Experience
Heritage Oaks Bank September 2014 - Present
Wells Fargo 2013 - August 2014
Wells Fargo 2010 - 2013
Wells Fargo 2006 - 2010
Wells Fargo Bank 2000 - 2006
Education
California Polytechnic State University-San Luis Obispo 1993 — 1997
Bachelor of Science, Agribusiness
Heritage Oaks Bank September 2014 - Present
Wells Fargo 2013 - August 2014
Wells Fargo 2010 - 2013
Wells Fargo 2006 - 2010
Wells Fargo Bank 2000 - 2006
Education
California Polytechnic State University-San Luis Obispo 1993 — 1997
Bachelor of Science, Agribusiness
Karen Schnabel Karen Schnabel's Wells Fargo Bank Experience February 1990 - May 1998
Job Account Executive at VSP
Industry Insurance
Experience
VSP August 2000 - Present
First Union National Bank May 1998 - August 2000
Wells Fargo Bank February 1990 - May 1998
Skills
Health Insurance, Employee Benefits, Investments, Portfolio Management, Customer Service, Loans, Mortgage Lending, Banking, Underwriting, Life Insurance, Sales, Voluntary Employee..., Group Insurance
Education
California Polytechnic State University-San Luis Obispo 1981 — 1985
VSP August 2000 - Present
First Union National Bank May 1998 - August 2000
Wells Fargo Bank February 1990 - May 1998
Skills
Health Insurance, Employee Benefits, Investments, Portfolio Management, Customer Service, Loans, Mortgage Lending, Banking, Underwriting, Life Insurance, Sales, Voluntary Employee..., Group Insurance
Education
California Polytechnic State University-San Luis Obispo 1981 — 1985
Bryan Ramirez Bryan Ramirez's Wells Fargo Bank Experience June 2015 - Present
Job IT Audit Associate at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank June 2015 - Present
Wells Fargo Home Mortgage June 2014 - August 2014
Educational Opportunity Program October 2013 - June 2014
Wells Fargo Home Mortgage June 2013 - August 2013
Skills
Credit, Mortgage Lending, Finance, Commercial Lending, Residential Mortgages, Microsoft Excel, PowerPoint, Real Estate Financing, Real Estate, Leadership, Sales, Loan Origination, Marketing, Investments, Risk Management
Education
University of Southern California
Ross Minority Program in Real Estate, Executive Certificate in Real Estate Development
California State Polytechnic University-Pomona 2012 — 2014
Bachelor of Science (BS), Finance, Real Estate, and Law
Saddleback College 2009 — 2012
Associate's degree, Business Administration and Management, General
Wells Fargo Bank June 2015 - Present
Wells Fargo Home Mortgage June 2014 - August 2014
Educational Opportunity Program October 2013 - June 2014
Wells Fargo Home Mortgage June 2013 - August 2013
Skills
Credit, Mortgage Lending, Finance, Commercial Lending, Residential Mortgages, Microsoft Excel, PowerPoint, Real Estate Financing, Real Estate, Leadership, Sales, Loan Origination, Marketing, Investments, Risk Management
Education
University of Southern California
Ross Minority Program in Real Estate, Executive Certificate in Real Estate Development
California State Polytechnic University-Pomona 2012 — 2014
Bachelor of Science (BS), Finance, Real Estate, and Law
Saddleback College 2009 — 2012
Associate's degree, Business Administration and Management, General
Cherry (Demate) De Windt, MBA's Wells Fargo Bank Experience July 2007 - September 2008
Job Camarillo MMA and Fitness Owner and Instructor
Industry Professional Training & Coaching
Experience
Eight Zero Five MMA April 2015 - Present
Wind Business Development and Economic Ventures June 2013 - Present
Wind Combat System Inc. May 2012 - Present
Camarillo Mixed Martial Arts and Fitness March 2010 - Present
Private Tutor September 2007 - Present
Academic Advantage December 2008 - November 2010
The Pit Camarillo, LLC September 2008 - March 2010
Wells Fargo Bank July 2007 - September 2008
Skills
Customer Service, Word, Microsoft Office, Spanish, Outlook, Social Media, Excel, Research, Market Research, Event Planning, Fundraising, Social Networking, Advertising, Accounting, Teaching, Customer Relations, Public Speaking, PowerPoint, Social Media Marketing, Facebook, Budgeting, Account Management, Event Management, Public Relations, Online Marketing, Marketing Strategy, Market Planning, Team Building, Administration, Retail, Coaching, Mentoring, New Business Development, Marketing Research, Blogging, Business Planning, Quickbooks, Brand Development, Small Business, Team Leadership, Planning, Entrepreneurship, Black Belt, Sales, Program Management, Business Strategy, Marketing, Email Marketing, Analysis, Budgets
Education
California Lutheran University 2010 — 2013
MBA, Management and Organizational Behavior
California Polytechnic State University-San Luis Obispo 2005 — 2007
Bachelor of Science, Business Administration
University of Valladolid 2006 — 2006
General Spanish Studies, Spanish Language and Literature
Oxnard College 2002 — 2005
AA, Liberal Arts and Business
Eight Zero Five MMA April 2015 - Present
Wind Business Development and Economic Ventures June 2013 - Present
Wind Combat System Inc. May 2012 - Present
Camarillo Mixed Martial Arts and Fitness March 2010 - Present
Private Tutor September 2007 - Present
Academic Advantage December 2008 - November 2010
The Pit Camarillo, LLC September 2008 - March 2010
Wells Fargo Bank July 2007 - September 2008
Skills
Customer Service, Word, Microsoft Office, Spanish, Outlook, Social Media, Excel, Research, Market Research, Event Planning, Fundraising, Social Networking, Advertising, Accounting, Teaching, Customer Relations, Public Speaking, PowerPoint, Social Media Marketing, Facebook, Budgeting, Account Management, Event Management, Public Relations, Online Marketing, Marketing Strategy, Market Planning, Team Building, Administration, Retail, Coaching, Mentoring, New Business Development, Marketing Research, Blogging, Business Planning, Quickbooks, Brand Development, Small Business, Team Leadership, Planning, Entrepreneurship, Black Belt, Sales, Program Management, Business Strategy, Marketing, Email Marketing, Analysis, Budgets
Education
California Lutheran University 2010 — 2013
MBA, Management and Organizational Behavior
California Polytechnic State University-San Luis Obispo 2005 — 2007
Bachelor of Science, Business Administration
University of Valladolid 2006 — 2006
General Spanish Studies, Spanish Language and Literature
Oxnard College 2002 — 2005
AA, Liberal Arts and Business
Dawn Liles Dawn Liles's Wells Fargo Bank Experience 1986 - 1990
Job Freelance Writer
Industry Writing and Editing
Experience
Writing/Editing Services 2013 - Present
Berlitz Languages, Inc 1998 - 2002
Guaranty National Insurance Companies 1991 - 1995
Transtar Productions 1990 - 1991
Wells Fargo Bank 1986 - 1990
Education
University of Southern California 1988 — 1990
Master's Degree, Journalism
California Polytechnic State University-San Luis Obispo 1981 — 1986
Bachelor's Degree, Journalism/ Minor French
Service Universitaire Francais Langue Etrangere (SUFLE) Universite de Provence 1983 — 1984
French history, culture, language, politics
Writing/Editing Services 2013 - Present
Berlitz Languages, Inc 1998 - 2002
Guaranty National Insurance Companies 1991 - 1995
Transtar Productions 1990 - 1991
Wells Fargo Bank 1986 - 1990
Education
University of Southern California 1988 — 1990
Master's Degree, Journalism
California Polytechnic State University-San Luis Obispo 1981 — 1986
Bachelor's Degree, Journalism/ Minor French
Service Universitaire Francais Langue Etrangere (SUFLE) Universite de Provence 1983 — 1984
French history, culture, language, politics
Ronald Butlin's Wells Fargo Bank Experience January 1984 - April 1994
Job
Industry Executive Office
Experience
Pensacola Downtown Improvement Board March 2013 - Present
Downtown Patnership of Colorado Springs November 2008 - March 2013
Elite Properties of America - Classic Homes April 1994 - November 2008
Wells Fargo Bank January 1984 - April 1994
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Event Planning, Fundraising, Event Management, Public Relations, Social Networking, Public Speaking, Nonprofits, Community Outreach, Social Media
Education
California Polytechnic State University-San Luis Obispo 1979 — 1980
Bachelor of Science (B.S.), Business & Real Estate
California Polytechnic State University-San Luis Obispo 1977 — 1979
Bachelor's of Sience, Business Administration and Real Estate
Pensacola Downtown Improvement Board March 2013 - Present
Downtown Patnership of Colorado Springs November 2008 - March 2013
Elite Properties of America - Classic Homes April 1994 - November 2008
Wells Fargo Bank January 1984 - April 1994
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Event Planning, Fundraising, Event Management, Public Relations, Social Networking, Public Speaking, Nonprofits, Community Outreach, Social Media
Education
California Polytechnic State University-San Luis Obispo 1979 — 1980
Bachelor of Science (B.S.), Business & Real Estate
California Polytechnic State University-San Luis Obispo 1977 — 1979
Bachelor's of Sience, Business Administration and Real Estate
Jeremy Rudolph Jeremy Rudolph's Wells Fargo Bank Experience November 2008 - May 2010
Job ★ SALES ★ TEAM LEADERSHIP ★ KEY ACCOUNT ACQUISITION ★ REVENUE ENHANCEMENT ★
Industry Logistics and Supply Chain
Experience
Shipwire, Inc. May 2014 - Present
Shipwire, Inc. October 2011 - April 2014
Shipwire, Inc. May 2010 - October 2011
Wells Fargo Bank November 2008 - May 2010
Merrill Lynch June 2007 - September 2007
Bisno, Samberg & Mulvaney LLP October 2005 - June 2007
Rudolph's Interiors June 2000 - June 2006
Skills
Word, PowerPoint, Excel, Typing, 10 Key, Transcription, Microsoft Office, English, Customer Relations, Salesforce.com, Marketo, Shipwire, Social Networking, E-commerce, Interviewing, Logistics, Operational Planning, Business Relationship..., Sales Support, Team Building, Culture Building, User Interface Design, Facebook, Twitter, LinkedIn, Google+, Wikis, Google Docs, Microsoft Word, SaaS, Customer Service, Microsoft Excel, Sales Operations, Leadership, Strategy, Marketing, Email Marketing, Product Management, Operations Management, Time Management, Sales Management, Strategic Planning, Training, Project Planning, Sales
Education
California Polytechnic State University-San Luis Obispo 2006 — 2008
BS, Finance
Cuesta College 2004 — 2006
A.A, Transfer Studies
Junipero Serra High School 2001 — 2004
Temple Beth Jacob 1990 — 1999
Shipwire, Inc. May 2014 - Present
Shipwire, Inc. October 2011 - April 2014
Shipwire, Inc. May 2010 - October 2011
Wells Fargo Bank November 2008 - May 2010
Merrill Lynch June 2007 - September 2007
Bisno, Samberg & Mulvaney LLP October 2005 - June 2007
Rudolph's Interiors June 2000 - June 2006
Skills
Word, PowerPoint, Excel, Typing, 10 Key, Transcription, Microsoft Office, English, Customer Relations, Salesforce.com, Marketo, Shipwire, Social Networking, E-commerce, Interviewing, Logistics, Operational Planning, Business Relationship..., Sales Support, Team Building, Culture Building, User Interface Design, Facebook, Twitter, LinkedIn, Google+, Wikis, Google Docs, Microsoft Word, SaaS, Customer Service, Microsoft Excel, Sales Operations, Leadership, Strategy, Marketing, Email Marketing, Product Management, Operations Management, Time Management, Sales Management, Strategic Planning, Training, Project Planning, Sales
Education
California Polytechnic State University-San Luis Obispo 2006 — 2008
BS, Finance
Cuesta College 2004 — 2006
A.A, Transfer Studies
Junipero Serra High School 2001 — 2004
Temple Beth Jacob 1990 — 1999
Michele Singh Michele Singh's Wells Fargo Bank Experience October 2006 - September 2007
Job Compliance Specialist at AssetMark
Industry Financial Services
Experience
AssetMark February 2013 - Present
D/A Financial Group September 2007 - February 2013
Wells Fargo Bank October 2006 - September 2007
Wells Fargo August 2006 - October 2006
Wells Fargo July 2005 - August 2006
Skills
Retirement, 401k, Investments, Asset, Wealth Management, Retirement Planning, Securities, Portfolio Management, Disability Insurance, Insurance, Finance, Financial Services, FINRA, Employee Benefits, Asset Allocation, Sales, Life Insurance, Sales Management, Series 7
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
BS, Child Development
AssetMark February 2013 - Present
D/A Financial Group September 2007 - February 2013
Wells Fargo Bank October 2006 - September 2007
Wells Fargo August 2006 - October 2006
Wells Fargo July 2005 - August 2006
Skills
Retirement, 401k, Investments, Asset, Wealth Management, Retirement Planning, Securities, Portfolio Management, Disability Insurance, Insurance, Finance, Financial Services, FINRA, Employee Benefits, Asset Allocation, Sales, Life Insurance, Sales Management, Series 7
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
BS, Child Development
Katharine Coakley's Wells Fargo Bank Experience 1983 - 1998
Job Senior Vice President and Director of Trust and Investments at Columbia Bank/West Coast Trust
Industry Banking
Experience
Columbia Bank 2013 - Present
Key Private Bank 2006 - 2013
Bank of the Cascades 2003 - 2006
Bank of Marin 1998 - 2003
Wells Fargo Bank 1983 - 1998
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Finance
UC Berkeley
Berkeley Advanced Management Program
Cannon Financial Institute
Certified Wealth Strategist
California Polytechnic State University-San Luis Obispo
Graphic Design Major
Carmel High School
Columbia Bank 2013 - Present
Key Private Bank 2006 - 2013
Bank of the Cascades 2003 - 2006
Bank of Marin 1998 - 2003
Wells Fargo Bank 1983 - 1998
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Finance
UC Berkeley
Berkeley Advanced Management Program
Cannon Financial Institute
Certified Wealth Strategist
California Polytechnic State University-San Luis Obispo
Graphic Design Major
Carmel High School
Anna Luisa Vazquez Anna Luisa Vazquez's Wells Fargo Bank Experience 2008 - 2008
Job Direct Operations Manager
Industry Retail
Experience
Harbor Freight Tools August 2014 - Present
Harbor Freight Tools May 2013 - August 2014
Harbor Freight Tools January 2012 - May 2013
Harbor Freight Tools March 2011 - January 2012
Harbor Freight Tools June 2010 - March 2011
Brooks Institute 2010 - 2010
Art Craft Paint, Inc 2009 - 2010
Wells Fargo Bank 2008 - 2008
Skills
Project Management, Human Resources, Leadership, Retail, Marketing, Customer Service, Vendor Management, Microsoft Word, Recruiting, Applicant Tracking..., Public Speaking, Microsoft Office, Analytics, Accounting, Microsoft Excel, Employee Relations, Outlook, Merchandising, Onboarding, PowerPoint, Social Media, MS Project, Coordination, Community Outreach, Project Coordination, Strategic Negotiations, Web Content Management, Project Scheduling, Traffic Engineering, Time Management, Budgetary Control, Project Scope..., Corporate Communications, Internal & External..., Cross-functional Team..., End-to-End Project..., Risk Assessment, Increase Productivity, Project Delivery, Regulatory Compliance, Logistics Management, Distribution Management, E-commerce, Change Management
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
Bachelor's Degree, Bachelor of Arts (BA) Communications with Minor in Psychology and Ethnic Studies
Harbor Freight Tools August 2014 - Present
Harbor Freight Tools May 2013 - August 2014
Harbor Freight Tools January 2012 - May 2013
Harbor Freight Tools March 2011 - January 2012
Harbor Freight Tools June 2010 - March 2011
Brooks Institute 2010 - 2010
Art Craft Paint, Inc 2009 - 2010
Wells Fargo Bank 2008 - 2008
Skills
Project Management, Human Resources, Leadership, Retail, Marketing, Customer Service, Vendor Management, Microsoft Word, Recruiting, Applicant Tracking..., Public Speaking, Microsoft Office, Analytics, Accounting, Microsoft Excel, Employee Relations, Outlook, Merchandising, Onboarding, PowerPoint, Social Media, MS Project, Coordination, Community Outreach, Project Coordination, Strategic Negotiations, Web Content Management, Project Scheduling, Traffic Engineering, Time Management, Budgetary Control, Project Scope..., Corporate Communications, Internal & External..., Cross-functional Team..., End-to-End Project..., Risk Assessment, Increase Productivity, Project Delivery, Regulatory Compliance, Logistics Management, Distribution Management, E-commerce, Change Management
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
Bachelor's Degree, Bachelor of Arts (BA) Communications with Minor in Psychology and Ethnic Studies
Lattie Phongsa Lattie Phongsa's Wells Fargo Bank Experience May 2002 - June 2003
Job Senior Business Insight Analyst at Arch Mortgage Insurance
Industry Insurance
Experience
Arch Mortgage Insurance January 2014 - Present
Alpha Kappa Psi September 2009 - Present
CMG Mortgage Insurance March 2011 - January 2014
CMG Mortgage Insurance July 2008 - February 2011
Fountainhead Mortgage Inc. June 2007 - June 2008
First NLC June 2006 - May 2007
Wymac Capital June 2003 - May 2006
Wells Fargo Bank May 2002 - June 2003
Accenture September 2000 - November 2001
LifeScan September 1994 - August 1998
Skills
Mortgage Lending, Management, Loans, Team Building, Business Development, Finance, Project Management, Insurance, Underwriting, Risk Management, Leadership, Credit Risk, Sales, Analysis, Customer Service, Strategic Planning, Salesforce.com, Microsoft Excel, Marketing, Data Analysis, Recruiting, Competitive Analysis, New Business Development, Program Management, Budgets, Business Strategy
Education
Saint Mary's College of California 2013 — 2015
Master of Business Administration (M.B.A.)
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS), Business Administration and Management, General
Arch Mortgage Insurance January 2014 - Present
Alpha Kappa Psi September 2009 - Present
CMG Mortgage Insurance March 2011 - January 2014
CMG Mortgage Insurance July 2008 - February 2011
Fountainhead Mortgage Inc. June 2007 - June 2008
First NLC June 2006 - May 2007
Wymac Capital June 2003 - May 2006
Wells Fargo Bank May 2002 - June 2003
Accenture September 2000 - November 2001
LifeScan September 1994 - August 1998
Skills
Mortgage Lending, Management, Loans, Team Building, Business Development, Finance, Project Management, Insurance, Underwriting, Risk Management, Leadership, Credit Risk, Sales, Analysis, Customer Service, Strategic Planning, Salesforce.com, Microsoft Excel, Marketing, Data Analysis, Recruiting, Competitive Analysis, New Business Development, Program Management, Budgets, Business Strategy
Education
Saint Mary's College of California 2013 — 2015
Master of Business Administration (M.B.A.)
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS), Business Administration and Management, General
Kimberly Hett Kimberly Hett's Wells Fargo Bank Experience September 1996 - April 1999
Job
Industry Financial Services
Experience
JPMorgan Chase August 2012 - Present
JPMorgan Chase August 2011 - November 2012
JP Morgan Chase 2009 - August 2011
Washington Mutual October 2003 - September 2008
DiamondCluster Consulting May 2000 - October 2003
Wells Fargo Bank September 1996 - April 1999
Skills
Business Strategy, Strategic Planning, Management Consulting, Financial Analysis, Product Management, Business Development, Cross-functional Team..., Customer Insight, Project Management, Forecasting
Education
Indiana University - Kelley School of Business 1999 — 2001
MBA
California Polytechnic State University-San Luis Obispo 1988 — 1992
Bachelor of Science (BS)
La Jolla High School
JPMorgan Chase August 2012 - Present
JPMorgan Chase August 2011 - November 2012
JP Morgan Chase 2009 - August 2011
Washington Mutual October 2003 - September 2008
DiamondCluster Consulting May 2000 - October 2003
Wells Fargo Bank September 1996 - April 1999
Skills
Business Strategy, Strategic Planning, Management Consulting, Financial Analysis, Product Management, Business Development, Cross-functional Team..., Customer Insight, Project Management, Forecasting
Education
Indiana University - Kelley School of Business 1999 — 2001
MBA
California Polytechnic State University-San Luis Obispo 1988 — 1992
Bachelor of Science (BS)
La Jolla High School
Mead Whippo Mead Whippo's Wells Fargo Bank Experience March 2003 - October 2009
Job Insurance Broker/Entepreneur
Industry Insurance
Experience
Lucky Dogg Winery January 2014 - Present
Burns & Whitaker Insurance Services November 2012 - Present
Esoterik Guitars January 2012 - Present
CR Investment Partners, LLC July 2009 - Present
State Farm Insurance June 2011 - April 2013
Wells Fargo Home Mortgage October 2009 - June 2011
Wells Fargo Bank March 2003 - October 2009
Skills
Mortgage Lending, First Time Home Buyers, Loans, Underwriting, Real Estate, Insurance, Banking, Refinance, Loan Origination, Residential Mortgages, Credit, Mortgage Banking
Education
California Polytechnic State University-San Luis Obispo 1999 — 2001
Bachelor, Finance
California Polytechnic State University-San Luis Obispo 1998 — 2001
BS in Business/Finance, Finance
Lucky Dogg Winery January 2014 - Present
Burns & Whitaker Insurance Services November 2012 - Present
Esoterik Guitars January 2012 - Present
CR Investment Partners, LLC July 2009 - Present
State Farm Insurance June 2011 - April 2013
Wells Fargo Home Mortgage October 2009 - June 2011
Wells Fargo Bank March 2003 - October 2009
Skills
Mortgage Lending, First Time Home Buyers, Loans, Underwriting, Real Estate, Insurance, Banking, Refinance, Loan Origination, Residential Mortgages, Credit, Mortgage Banking
Education
California Polytechnic State University-San Luis Obispo 1999 — 2001
Bachelor, Finance
California Polytechnic State University-San Luis Obispo 1998 — 2001
BS in Business/Finance, Finance
Sean Najera Sean Najera's Wells Fargo Bank Experience June 2006 - April 2008
Job 'I'M ALWAYS WORKING!!"
Industry Real Estate
Experience
Century 21 Masters February 2012 - Present
Cal American Homes January 2011 - February 2012
Charter Communications April 2008 - July 2009
Wells Fargo Bank June 2006 - April 2008
Soma Financial June 2006 - April 2008
Bank of America January 2004 - June 2006
AT&T Mobility December 2001 - January 2004
Skills
Customer Service, Sales, Selling, Real Estate, Loans, Mortgage Lending, Lead Management, CRM, Retail, Credit Cards, Microsoft Office, Microsoft Excel, Public Speaking, Social Media, Microsoft Word, Building Relationships, Relationship Marketing, Social Media Marketing, Marketing Strategy, Lead Generation, Sales Leadership..., Short Sales, Mortgage Banking, Real Estate Development, Investor Sales, FHA, First Time Home Buyers, Sales Management, Marketing, Loan Origination, REO, Contract Negotiation, Residential Mortgages, Foreclosures, Luxury, Investments, Townhomes, Negotiation, Referrals, 1031 Exchanges, New Business Development, Rentals, Real Estate Transactions, Listings
Education
California State Polytechnic University-Pomona
Business
Century 21 Masters February 2012 - Present
Cal American Homes January 2011 - February 2012
Charter Communications April 2008 - July 2009
Wells Fargo Bank June 2006 - April 2008
Soma Financial June 2006 - April 2008
Bank of America January 2004 - June 2006
AT&T Mobility December 2001 - January 2004
Skills
Customer Service, Sales, Selling, Real Estate, Loans, Mortgage Lending, Lead Management, CRM, Retail, Credit Cards, Microsoft Office, Microsoft Excel, Public Speaking, Social Media, Microsoft Word, Building Relationships, Relationship Marketing, Social Media Marketing, Marketing Strategy, Lead Generation, Sales Leadership..., Short Sales, Mortgage Banking, Real Estate Development, Investor Sales, FHA, First Time Home Buyers, Sales Management, Marketing, Loan Origination, REO, Contract Negotiation, Residential Mortgages, Foreclosures, Luxury, Investments, Townhomes, Negotiation, Referrals, 1031 Exchanges, New Business Development, Rentals, Real Estate Transactions, Listings
Education
California State Polytechnic University-Pomona
Business
Marissa Orozco, CPA Marissa Orozco, CPA's Wells Fargo Bank Experience June 2006 - August 2006
Job Litigation Professional at Gursey | Schneider LLP
Industry Accounting
Experience
Gursey Schneider LLP April 2013 - May 2015
Time Warner Inc. / Warner Bros. Entertainment November 2011 - April 2013
Ernst & Young September 2009 - October 2011
Ernst & Young January 2009 - March 2009
Wells Fargo Bank June 2006 - August 2006
Skills
QuickBooks, General Ledger, Consolidation, Accounts Payable, Account Reconciliation, Internal Controls, Sarbanes-Oxley Act, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (B.S.), Business Administration, Accounting
Gursey Schneider LLP April 2013 - May 2015
Time Warner Inc. / Warner Bros. Entertainment November 2011 - April 2013
Ernst & Young September 2009 - October 2011
Ernst & Young January 2009 - March 2009
Wells Fargo Bank June 2006 - August 2006
Skills
QuickBooks, General Ledger, Consolidation, Accounts Payable, Account Reconciliation, Internal Controls, Sarbanes-Oxley Act, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (B.S.), Business Administration, Accounting
Kristiana Kubasek Kristiana Kubasek's Wells Fargo Bank Experience August 2008 - Present
Job Office Manager for Markley Technologies
Industry Information Technology and Services
Experience
Markley Technologies May 2011 - Present
Wells Fargo Bank August 2008 - Present
WM Financial Services March 2005 - November 2006
Wells Fargo Bank June 2002 - March 2005
VoiceStream/T-Mobile Wireless July 2001 - April 2002
The Walt Disney Company June 1997 - June 2001
Education
California State Polytechnic University-Pomona 1993 — 1997
English
California State University-Long Beach
Saint Paul High School
California State Polytechnic University
Markley Technologies May 2011 - Present
Wells Fargo Bank August 2008 - Present
WM Financial Services March 2005 - November 2006
Wells Fargo Bank June 2002 - March 2005
VoiceStream/T-Mobile Wireless July 2001 - April 2002
The Walt Disney Company June 1997 - June 2001
Education
California State Polytechnic University-Pomona 1993 — 1997
English
California State University-Long Beach
Saint Paul High School
California State Polytechnic University
Anthony Kolta's Wells Fargo Bank Experience June 2003 - May 2005
Job Account Manager at Newgistics
Industry Logistics and Supply Chain
Experience
Newgistics September 2013 - Present
Ingram Micro April 2011 - August 2013
Incase Designs October 2008 - April 2011
L.A. County Department of Public Works October 2006 - October 2008
AXA Advisors June 2006 - September 2006
Embassy Suites June 2005 - June 2006
Wells Fargo Bank June 2003 - May 2005
Skills
Access, Forecasting, Analysis, Budgets, MS Office Suite, Keynote, Budgeting, SAP, Inventory Management, SQL Server Management..., Compliance, Problem Solving, Process Improvement, Customer Relations, Customer Service, Market Research, Project Planning, Microsoft Office, Transportation, Vendor Management, Sales, Cross-functional Team..., Supply Chain, Management
Education
California State Polytechnic University 2003 — 2008
Bachelor of Science, International Business and Marketing
California State Polytechnic University-Pomona 2003 — 2008
Bachelor of Arts (B.A.), International Business
Newgistics September 2013 - Present
Ingram Micro April 2011 - August 2013
Incase Designs October 2008 - April 2011
L.A. County Department of Public Works October 2006 - October 2008
AXA Advisors June 2006 - September 2006
Embassy Suites June 2005 - June 2006
Wells Fargo Bank June 2003 - May 2005
Skills
Access, Forecasting, Analysis, Budgets, MS Office Suite, Keynote, Budgeting, SAP, Inventory Management, SQL Server Management..., Compliance, Problem Solving, Process Improvement, Customer Relations, Customer Service, Market Research, Project Planning, Microsoft Office, Transportation, Vendor Management, Sales, Cross-functional Team..., Supply Chain, Management
Education
California State Polytechnic University 2003 — 2008
Bachelor of Science, International Business and Marketing
California State Polytechnic University-Pomona 2003 — 2008
Bachelor of Arts (B.A.), International Business
Lucy Sims Lucy Sims's Wells Fargo Bank Experience January 2009 - Present
Job AVP Wealth Private Banker at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank January 2009 - Present
Wells Fargo Bank October 2007 - December 2008
Wells Fargo Bank April 2006 - October 2007
Wells Fargo June 2005 - April 2006
Wells Fargo June 2004 - June 2005
Skills
Series 7, series 66, CA Insurance License, Private Banking, Consumer Lending, Commercial Lending, Banking, Credit, Commercial Banking, Credit Analysis, Investments, Lines Of Credit, Loan Origination, Loans, Mortgage Lending, Portfolio Management, Relationship Management, Small Business Lending, Uniform Combined State..., Wealth Management
Education
California Polytechnic State University-San Luis Obispo 2000 — 2004
BS, Business; Credit/Finance
Wells Fargo Bank January 2009 - Present
Wells Fargo Bank October 2007 - December 2008
Wells Fargo Bank April 2006 - October 2007
Wells Fargo June 2005 - April 2006
Wells Fargo June 2004 - June 2005
Skills
Series 7, series 66, CA Insurance License, Private Banking, Consumer Lending, Commercial Lending, Banking, Credit, Commercial Banking, Credit Analysis, Investments, Lines Of Credit, Loan Origination, Loans, Mortgage Lending, Portfolio Management, Relationship Management, Small Business Lending, Uniform Combined State..., Wealth Management
Education
California Polytechnic State University-San Luis Obispo 2000 — 2004
BS, Business; Credit/Finance
Joe Ira's Wells Fargo Bank Experience June 2011 - August 2011
Job Business Analyst at Cisco Systems
Industry Higher Education
Experience
Cisco February 2015 - Present
Cisco Systems January 2013 - Present
Western Collegiate Water Ski Association February 2012 - February 2013
Cal Poly Waterski Team January 2012 - December 2012
Cal Poly Waterski Team 2010 - March 2012
Wells Fargo Bank June 2011 - August 2011
W. L. Butler Construction, Inc. June 2009 - September 2010
All American Equipment Rental June 2009 - September 2009
Skills
Finance, Accounting, Enterprise Architecture, QuickBooks, Microsoft Excel, Team Building, AutoCAD, Solidworks
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
B.S. Business Administration, Accounting, Industrial Technology Minor
Saint Francis High School 2004 — 2008
Cisco February 2015 - Present
Cisco Systems January 2013 - Present
Western Collegiate Water Ski Association February 2012 - February 2013
Cal Poly Waterski Team January 2012 - December 2012
Cal Poly Waterski Team 2010 - March 2012
Wells Fargo Bank June 2011 - August 2011
W. L. Butler Construction, Inc. June 2009 - September 2010
All American Equipment Rental June 2009 - September 2009
Skills
Finance, Accounting, Enterprise Architecture, QuickBooks, Microsoft Excel, Team Building, AutoCAD, Solidworks
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
B.S. Business Administration, Accounting, Industrial Technology Minor
Saint Francis High School 2004 — 2008
Allison Brewer Allison Brewer's Wells Fargo Bank Experience 1997 - 2000
Job
Industry Health, Wellness and Fitness
Experience
Self November 2009 - Present
Intel Corporation September 2000 - February 2009
Pandesic LLC January 2000 - August 2000
Wells Fargo Bank 1997 - 2000
Skills
Program Management, Blogging, Writing, Technical Writing, Magazines, Social Media, Strategic Planning, Marketing, Product Development, Editing, Start-ups, Project Management
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science
Self November 2009 - Present
Intel Corporation September 2000 - February 2009
Pandesic LLC January 2000 - August 2000
Wells Fargo Bank 1997 - 2000
Skills
Program Management, Blogging, Writing, Technical Writing, Magazines, Social Media, Strategic Planning, Marketing, Product Development, Editing, Start-ups, Project Management
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science
Bob Dean (2,500+) Bob Dean (2,500+)'s Wells Fargo Bank Experience 1976 - 1982
Job Executive Consultant/Recruiter
Industry Staffing and Recruiting
Experience
Culver Careers April 2008 - Present
Culver Careers 1995 - 2009
Marquee 2001 - 2007
Culver Group 1995 - 2001
First Evangelical Free Church 1987 - 1992
Biola University 1982 - 1987
Wells Fargo Bank 1976 - 1982
Skills
Supply Chain, Executive Search, Technical Recruiting, Talent Acquisition, Recruiting, Applicant Tracking...
Education
California Polytechnic State University-San Luis Obispo 1974 — 1977
Point Loma Nazarene University 1974 — 1974
English
Culver Careers April 2008 - Present
Culver Careers 1995 - 2009
Marquee 2001 - 2007
Culver Group 1995 - 2001
First Evangelical Free Church 1987 - 1992
Biola University 1982 - 1987
Wells Fargo Bank 1976 - 1982
Skills
Supply Chain, Executive Search, Technical Recruiting, Talent Acquisition, Recruiting, Applicant Tracking...
Education
California Polytechnic State University-San Luis Obispo 1974 — 1977
Point Loma Nazarene University 1974 — 1974
English
Kelsey Abourezk Kelsey Abourezk's Wells Fargo Bank Experience January 2012 - November 2012
Job Wells Fargo Branch Manager
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
Wells Fargo December 2012 - June 2014
Wells Fargo Bank January 2012 - November 2012
Wells Fargo June 2011 - December 2011
Wells Fargo August 2008 - May 2011
Skills
Spanish, Microsoft Office, French, Banking, Direct Sales, Cold Calling, Cross Selling, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Sales, Management, Time Management, Public Speaking, Leadership, Event Planning, Social Media, Credit, Teamwork, Outlook, Finance, Loans, Retail Banking, Commercial Banking, Fundraising, Financial Analysis, Credit Analysis, Marketing
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
Bachelor of Arts (B.A.), Foreign Languages, Literatures, and Linguistics
Universidad de Valladolid 2010 — 2010
Spanish, Spanish Language and Literature
Wells Fargo July 2014 - Present
Wells Fargo December 2012 - June 2014
Wells Fargo Bank January 2012 - November 2012
Wells Fargo June 2011 - December 2011
Wells Fargo August 2008 - May 2011
Skills
Spanish, Microsoft Office, French, Banking, Direct Sales, Cold Calling, Cross Selling, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Sales, Management, Time Management, Public Speaking, Leadership, Event Planning, Social Media, Credit, Teamwork, Outlook, Finance, Loans, Retail Banking, Commercial Banking, Fundraising, Financial Analysis, Credit Analysis, Marketing
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
Bachelor of Arts (B.A.), Foreign Languages, Literatures, and Linguistics
Universidad de Valladolid 2010 — 2010
Spanish, Spanish Language and Literature
Adrian Concepcion, CFP®, ChFC®, CRPC®'s Wells Fargo Bank Experience 1994 - 1997
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Wealth Management October 2010 - Present
Morgan Stanley Smith Barney January 2007 - October 2010
New England Financial January 2004 - January 2007
WM Financial Services 2002 - 2003
Wells Fargo Investments 1998 - 2001
Wells Fargo Bank 1994 - 1997
Skills
Wealth Management, Financial Planning, Investments, Retirement Planning, Asset Management, Strategic Financial..., Asset Managment, Financial Advisory, Finance, Portfolio Management, Retirement, Financial Services, Wealth Management..., Wealth, Asset Allocation, Small Business
Education
University of Redlands 2004 — 2006
MBA, Finance Emphasis
San Diego State University-California State University
BS, Business Finance
California Polytechnic State University-San Luis Obispo
Aeronautical Engineering
Mt. Carmel High School
Diploma
Merrill Lynch Wealth Management October 2010 - Present
Morgan Stanley Smith Barney January 2007 - October 2010
New England Financial January 2004 - January 2007
WM Financial Services 2002 - 2003
Wells Fargo Investments 1998 - 2001
Wells Fargo Bank 1994 - 1997
Skills
Wealth Management, Financial Planning, Investments, Retirement Planning, Asset Management, Strategic Financial..., Asset Managment, Financial Advisory, Finance, Portfolio Management, Retirement, Financial Services, Wealth Management..., Wealth, Asset Allocation, Small Business
Education
University of Redlands 2004 — 2006
MBA, Finance Emphasis
San Diego State University-California State University
BS, Business Finance
California Polytechnic State University-San Luis Obispo
Aeronautical Engineering
Mt. Carmel High School
Diploma
Stan Forrest Stan Forrest's Wells Fargo Bank Experience September 2001 - September 2011
Job Home Equity Retirement Specialist
Industry Financial Services
Experience
Security 1 Lending April 2014 - Present
UFA Reverse July 2012 - April 2014
MetLife Home Loans September 2011 - July 2012
Wells Fargo Bank September 2001 - September 2011
Wells Fargo Home Mortgage October 2001 - August 2011
Harris Moran Seed Company 1994 - 2001
Skills
Mortgage Lending, Loan Origination, Reverse Mortgages, Loans, Credit, FHA financing, Refinance, Residential Mortgages, Banking, Credit Analysis, Home Equity, Government Loans, Finance, Commercial Mortgages, Commercial Lending, FHA Financing
Education
Cal Poly San Luis Obispo 1980 — 1985
BS, Crop Science
Paso Robles High School 1978 — 1980
King City High School 1976 — 1978
Security 1 Lending April 2014 - Present
UFA Reverse July 2012 - April 2014
MetLife Home Loans September 2011 - July 2012
Wells Fargo Bank September 2001 - September 2011
Wells Fargo Home Mortgage October 2001 - August 2011
Harris Moran Seed Company 1994 - 2001
Skills
Mortgage Lending, Loan Origination, Reverse Mortgages, Loans, Credit, FHA financing, Refinance, Residential Mortgages, Banking, Credit Analysis, Home Equity, Government Loans, Finance, Commercial Mortgages, Commercial Lending, FHA Financing
Education
Cal Poly San Luis Obispo 1980 — 1985
BS, Crop Science
Paso Robles High School 1978 — 1980
King City High School 1976 — 1978
Curtis Hall's Wells Fargo Bank Experience September 2003 - August 2004
Job Assistant Professor at Drexel University
Industry Higher Education
Experience
Drexel University's LeBow College of Business August 2013 - Present
University of Arizona August 2008 - June 2013
Claremont Graduate University August 2006 - May 2008
Deutsche Bank August 2004 - June 2006
Wells Fargo Bank September 2003 - August 2004
Skills
Financial Modeling, Stata, Bloomberg, Research, Statistics, Economics, Econometrics, Data Analysis, R, Quantitative Analytics
Education
University of Arizona 2008 — 2013
PhD, Accounting
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2006 — 2008
MBA, Finance and Strategy
California State Polytechnic University-Pomona 1999 — 2003
BS, Economics
Temple city high school
Drexel University's LeBow College of Business August 2013 - Present
University of Arizona August 2008 - June 2013
Claremont Graduate University August 2006 - May 2008
Deutsche Bank August 2004 - June 2006
Wells Fargo Bank September 2003 - August 2004
Skills
Financial Modeling, Stata, Bloomberg, Research, Statistics, Economics, Econometrics, Data Analysis, R, Quantitative Analytics
Education
University of Arizona 2008 — 2013
PhD, Accounting
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2006 — 2008
MBA, Finance and Strategy
California State Polytechnic University-Pomona 1999 — 2003
BS, Economics
Temple city high school
Stephanie Yap Stephanie Yap's Wells Fargo Bank Experience July 2006 - June 2010
Job General Manager at Privately Held Corporation
Industry Tobacco
Experience
Privately Held Corporation February 2012 - Present
Business Consulting Solutions December 2011 - February 2012
Environmental Systems Research Institute June 2011 - September 2011
Los Angeles Superior Court September 2010 - June 2011
Los Angeles Superior Court January 2010 - March 2011
Wells Fargo Bank July 2006 - June 2010
Experian Business Strategies March 2009 - June 2009
Wells Fargo Bank July 2006 - January 2009
Panda Express January 2006 - May 2006
Washington Mutual Bank July 2004 - April 2005
Skills
Contract Management, Customer Service, Direct Sales
Education
California State Polytechnic University-Pomona 2008 — 2011
Bachelors, Finance, Real Estate, and Law
Mt. San Antonio College 2006 — 2008
None, Business Administration
Privately Held Corporation February 2012 - Present
Business Consulting Solutions December 2011 - February 2012
Environmental Systems Research Institute June 2011 - September 2011
Los Angeles Superior Court September 2010 - June 2011
Los Angeles Superior Court January 2010 - March 2011
Wells Fargo Bank July 2006 - June 2010
Experian Business Strategies March 2009 - June 2009
Wells Fargo Bank July 2006 - January 2009
Panda Express January 2006 - May 2006
Washington Mutual Bank July 2004 - April 2005
Skills
Contract Management, Customer Service, Direct Sales
Education
California State Polytechnic University-Pomona 2008 — 2011
Bachelors, Finance, Real Estate, and Law
Mt. San Antonio College 2006 — 2008
None, Business Administration
Sanbopha (Sam) Un Sanbopha (Sam) Un's Wells Fargo Bank Experience April 1999 - June 2007
Job Axway(Tumbleweed) Consultant/Systems Analyst at Citigroup (Global Wealth Management)
Industry Information Technology and Services
Experience
American Express March 2014 - Present
Citi October 2007 - Present
Wells Fargo Bank April 1999 - June 2007
Wells Fargo Bank May 1997 - March 1999
Skills
Databases, Unix, System Administration, Visio, Troubleshooting, Security, Perl, SQL, Networking, SDLC, Operating Systems, Agile Methodologies, Technical Support, Access, Microsoft Project, Management, Vendor Management, Analysis, Business Analysis, Leadership, Disaster Recovery, Project Management, Business Requirements, Requirements Analysis, Software Project..., Windows, Integration
Education
Sterling Commerce, Dallas, Texas 2002 — 2002
Certificate, Systems Administration
California State Polytechnic Extended University 1997 — 1997
Certifcate, Computer Science- UNIX System and Networking
California State Polytechnic University-Pomona 1992 — 1996
BS, Computer Information Systems
American Express March 2014 - Present
Citi October 2007 - Present
Wells Fargo Bank April 1999 - June 2007
Wells Fargo Bank May 1997 - March 1999
Skills
Databases, Unix, System Administration, Visio, Troubleshooting, Security, Perl, SQL, Networking, SDLC, Operating Systems, Agile Methodologies, Technical Support, Access, Microsoft Project, Management, Vendor Management, Analysis, Business Analysis, Leadership, Disaster Recovery, Project Management, Business Requirements, Requirements Analysis, Software Project..., Windows, Integration
Education
Sterling Commerce, Dallas, Texas 2002 — 2002
Certificate, Systems Administration
California State Polytechnic Extended University 1997 — 1997
Certifcate, Computer Science- UNIX System and Networking
California State Polytechnic University-Pomona 1992 — 1996
BS, Computer Information Systems
Beth Corey Beth Corey's Wells Fargo Bank Experience 1994 - 1996
Job Director at Deutsche Bank
Industry Banking
Experience
Deutsche Bank 2010 - September 2014
Standard Chartered Bank 1996 - August 2010
Wells Fargo Bank 1994 - 1996
Education
California Polytechnic State University-San Luis Obispo
Deutsche Bank 2010 - September 2014
Standard Chartered Bank 1996 - August 2010
Wells Fargo Bank 1994 - 1996
Education
California Polytechnic State University-San Luis Obispo
Adrian Mula Adrian Mula's Wells Fargo Bank Experience November 2008 - December 2009
Job Production Architect
Industry Entertainment
Experience
Saber Films January 2010 - Present
Wells Fargo Bank November 2008 - December 2009
Rik Excess & Surplus April 2007 - May 2008
San Fernando Valley Business Journal 2008 - 2008
Education
California Lutheran University 2004 — 2007
BS, Business Administration, Finance
Saber Films January 2010 - Present
Wells Fargo Bank November 2008 - December 2009
Rik Excess & Surplus April 2007 - May 2008
San Fernando Valley Business Journal 2008 - 2008
Education
California Lutheran University 2004 — 2007
BS, Business Administration, Finance
Craig Dadian Craig Dadian's Wells Fargo Bank Experience March 2015 - Present
Job Vice President, Business Relationship Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank March 2015 - Present
Central Valley Community Bank January 2013 - December 2014
Mid Valley Financial March 2007 - February 2013
Valley Wide Home Loans March 1998 - March 2007
Elite Fashion Accessories, Inc March 1993 - March 2002
Education
California State Polytechnic University-Pomona 1985 — 1990
5-Year Professional Degree - Bachelor of Architecture
Wells Fargo Bank March 2015 - Present
Central Valley Community Bank January 2013 - December 2014
Mid Valley Financial March 2007 - February 2013
Valley Wide Home Loans March 1998 - March 2007
Elite Fashion Accessories, Inc March 1993 - March 2002
Education
California State Polytechnic University-Pomona 1985 — 1990
5-Year Professional Degree - Bachelor of Architecture
Sam Chu Sam Chu's Wells Fargo Bank Experience February 2008 - Present
Job DBA consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank February 2008 - Present
Williams-Sonoma, Inc. June 2007 - February 2008
Teradata January 2007 - June 2007
C&S Wholesale Grocers May 2006 - January 2007
Charles Schwab August 2005 - May 2006
DIRECTV July 2005 - August 2005
GAP Inc. October 2004 - July 2005
Bank of America February 2004 - October 2004
Southwest Airlines June 2003 - February 2004
Warner Home Video September 2002 - June 2003
Education
California State Polytechnic University-Pomona 1987 — 1989
Wells Fargo Bank February 2008 - Present
Williams-Sonoma, Inc. June 2007 - February 2008
Teradata January 2007 - June 2007
C&S Wholesale Grocers May 2006 - January 2007
Charles Schwab August 2005 - May 2006
DIRECTV July 2005 - August 2005
GAP Inc. October 2004 - July 2005
Bank of America February 2004 - October 2004
Southwest Airlines June 2003 - February 2004
Warner Home Video September 2002 - June 2003
Education
California State Polytechnic University-Pomona 1987 — 1989
Harleen Khaira's Wells Fargo Bank Experience September 2007 - August 2012
Job UK Registered Pharmacist
Industry Pharmaceuticals
Experience
Merton Pharmacy July 2014 - July 2015
Liverpool John Moores University September 2013 - May 2014
Liberty Living Plc September 2012 - February 2014
A-1 Liquors November 2003 - August 2013
Wells Fargo Bank September 2007 - August 2012
Skills
Banking, Credit, Microsoft Excel, PowerPoint, Finance, Customer Service, Microsoft Office, Cash Management, Microsoft Word, Pharmacy, Healthcare, Public Speaking, Time Management, Social Media, Teamwork, Sales
Education
Liverpool John Moores University 2010 — 2014
Master of Pharmacy, Pharmacy
Cal Poly San Luis Obispo 2009 — 2010
Continuing Education, Biological and Biomedical Sciences
University of the Pacific 2005 — 2009
Bachelor of Science, Biological Sciences
Templeton High School 2001 — 2005
High School Diploma, 4.0
Merton Pharmacy July 2014 - July 2015
Liverpool John Moores University September 2013 - May 2014
Liberty Living Plc September 2012 - February 2014
A-1 Liquors November 2003 - August 2013
Wells Fargo Bank September 2007 - August 2012
Skills
Banking, Credit, Microsoft Excel, PowerPoint, Finance, Customer Service, Microsoft Office, Cash Management, Microsoft Word, Pharmacy, Healthcare, Public Speaking, Time Management, Social Media, Teamwork, Sales
Education
Liverpool John Moores University 2010 — 2014
Master of Pharmacy, Pharmacy
Cal Poly San Luis Obispo 2009 — 2010
Continuing Education, Biological and Biomedical Sciences
University of the Pacific 2005 — 2009
Bachelor of Science, Biological Sciences
Templeton High School 2001 — 2005
High School Diploma, 4.0
Jesse Landry's Wells Fargo Bank Experience December 2011 - January 2015
Job Senior Teller at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank December 2011 - January 2015
Unlimited Catering December 2010 - September 2011
Education
California Lutheran University 2011 — 2015
Bachelor's of Science, Entrepreneurial and Small Business Operations
Wells Fargo Bank December 2011 - January 2015
Unlimited Catering December 2010 - September 2011
Education
California Lutheran University 2011 — 2015
Bachelor's of Science, Entrepreneurial and Small Business Operations
Lauren Ansolabehere Lauren Ansolabehere's Wells Fargo Bank Experience September 2004 - December 2004
Job Operations Manager at Sophia & Chloe Jewelry, Inc.
Industry Wholesale
Experience
Sophia & Chloe, Inc January 2009 - Present
Robina Apparel & Accessories August 2006 - December 2008
Christine’s & LoLo’s, Inc March 2005 - July 2006
Wells Fargo Bank September 2004 - December 2004
Huebner Enterprises, Inc. dba Avanti October 2001 - June 2004
Skills
Fashion, Merchandising, Apparel, Retail, Visual Merchandising, Styling, Wholesale, Inventory Management, Sales, Customer Service, Store Management, Marketing, Trade Shows, Inventory Control, Luxury Goods, E-commerce, Social Media Marketing, Customer Satisfaction, Purchasing, Facebook, Copywriting, Brand Development, Jewelry, Online Marketing, Email Marketing, Key Account Management, Management, Market Research, Sales Management, Event Planning, Photography, Photoshop, Budgets, Event Management, Social Networking, Social Media
Education
California Polytechnic State University 2000 — 2004
Bachelor of Science, Psychology; Marriage and Family Counseling
California Polytechnic State University-San Luis Obispo 2000 — 2004
BS, Marriage and Family Counseling Psychology
Sophia & Chloe, Inc January 2009 - Present
Robina Apparel & Accessories August 2006 - December 2008
Christine’s & LoLo’s, Inc March 2005 - July 2006
Wells Fargo Bank September 2004 - December 2004
Huebner Enterprises, Inc. dba Avanti October 2001 - June 2004
Skills
Fashion, Merchandising, Apparel, Retail, Visual Merchandising, Styling, Wholesale, Inventory Management, Sales, Customer Service, Store Management, Marketing, Trade Shows, Inventory Control, Luxury Goods, E-commerce, Social Media Marketing, Customer Satisfaction, Purchasing, Facebook, Copywriting, Brand Development, Jewelry, Online Marketing, Email Marketing, Key Account Management, Management, Market Research, Sales Management, Event Planning, Photography, Photoshop, Budgets, Event Management, Social Networking, Social Media
Education
California Polytechnic State University 2000 — 2004
Bachelor of Science, Psychology; Marriage and Family Counseling
California Polytechnic State University-San Luis Obispo 2000 — 2004
BS, Marriage and Family Counseling Psychology
Jason Tung Jason Tung's Wells Fargo Bank Experience January 1993 - July 1995
Job Regional Director at AT&T
Industry Telecommunications
Experience
AT&T November 2008 - Present
ADP July 2005 - September 2008
SBC 2000 - 2005
SBC 1997 - 2000
AT&T 1995 - 1997
Wells Fargo Bank January 1993 - July 1995
Skills
Marketing, Networking, Sales Management, Sales, VoIP, Salesforce.com, Strategic Partnerships, SaaS, Telecommunications, ADP Payroll, Solution Selling, Unified Communications, Selling, Direct Sales, Managed Services, Wireless, Sales Process
Education
California State Polytechnic University-Pomona 1990 — 1995
Bachelors of Science, Computer Systems Networking and Telecommunications
AT&T November 2008 - Present
ADP July 2005 - September 2008
SBC 2000 - 2005
SBC 1997 - 2000
AT&T 1995 - 1997
Wells Fargo Bank January 1993 - July 1995
Skills
Marketing, Networking, Sales Management, Sales, VoIP, Salesforce.com, Strategic Partnerships, SaaS, Telecommunications, ADP Payroll, Solution Selling, Unified Communications, Selling, Direct Sales, Managed Services, Wireless, Sales Process
Education
California State Polytechnic University-Pomona 1990 — 1995
Bachelors of Science, Computer Systems Networking and Telecommunications
Michael Difley, CFA Michael Difley, CFA's Wells Fargo Bank Experience January 1995 - June 1996
Job Managing Director at Pacific Life
Industry Investment Management
Experience
Pacific Life September 2011 - Present
American Century Investments November 2001 - September 2010
American Century Investments July 1996 - October 2001
Wells Fargo Bank January 1995 - June 1996
First Interstate Bank (acquired by Wells Fargo) January 1991 - December 1994
Skills
Fixed Income, Capital Markets, Credit Analysis, Portfolio Management, Fixed Income Trading, High Yield, Basic Materials, Capital Goods, Industrials, Chemicals, Forest Products, Gaming, Metals, Bloomberg, Industrial Sector, Investments, Equities, Trading, Mutual Funds, Investment Management, Bonds, Investment Strategies, Asset Management, Securities
Education
California Polytechnic State University-San Luis Obispo
BS, Business Administration, Finance Concentration
Pacific Life September 2011 - Present
American Century Investments November 2001 - September 2010
American Century Investments July 1996 - October 2001
Wells Fargo Bank January 1995 - June 1996
First Interstate Bank (acquired by Wells Fargo) January 1991 - December 1994
Skills
Fixed Income, Capital Markets, Credit Analysis, Portfolio Management, Fixed Income Trading, High Yield, Basic Materials, Capital Goods, Industrials, Chemicals, Forest Products, Gaming, Metals, Bloomberg, Industrial Sector, Investments, Equities, Trading, Mutual Funds, Investment Management, Bonds, Investment Strategies, Asset Management, Securities
Education
California Polytechnic State University-San Luis Obispo
BS, Business Administration, Finance Concentration
Anthony Saipe Anthony Saipe's Wells Fargo Bank Experience October 2009 - February 2013
Job Market Sales Manager Merchant Services at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
Wells Fargo Home Mortgage February 2013 - September 2014
Wells Fargo Bank October 2009 - February 2013
Wells Fargo September 2005 - September 2009
Skills
Sales, Home Equity, Consumer Lending, Loans, Loan Origination, Mortgage Lending, Credit Analysis, Credit, Loss Mitigation, Mortgage Banking, Mortgage Underwriting, Underwriting, Refinance, Mortgage Servicing, Banking, Foreclosures, Sales Management, Short Sales, Deed in Lieu, Collections, Loan Servicing, Loan Modifications, Pipeline Management, Trend Analysis, Forecasting, Data Analysis, Customer Service, Customer Retention, Microsoft Office, Strategic Planning
Education
Cal Poly San Luis Obispo 2000 — 2005
Bachelor of Science (BS), Business Administration
Wells Fargo October 2014 - Present
Wells Fargo Home Mortgage February 2013 - September 2014
Wells Fargo Bank October 2009 - February 2013
Wells Fargo September 2005 - September 2009
Skills
Sales, Home Equity, Consumer Lending, Loans, Loan Origination, Mortgage Lending, Credit Analysis, Credit, Loss Mitigation, Mortgage Banking, Mortgage Underwriting, Underwriting, Refinance, Mortgage Servicing, Banking, Foreclosures, Sales Management, Short Sales, Deed in Lieu, Collections, Loan Servicing, Loan Modifications, Pipeline Management, Trend Analysis, Forecasting, Data Analysis, Customer Service, Customer Retention, Microsoft Office, Strategic Planning
Education
Cal Poly San Luis Obispo 2000 — 2005
Bachelor of Science (BS), Business Administration
Frank Oliver Frank Oliver's Wells Fargo Bank Experience 1991 - 1996
Job Special Assets Officer, Senior
Industry Banking
Experience
Rabobank July 2013 - Present
Central Valley Community Bank October 2006 - July 2013
Bank of the Sierra August 1999 - September 2006
Wells Fargo Bank 1991 - 1996
Skills
Banking, Loans, Credit, Underwriting, Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Asset Based Lending, Risk Management, Budget, Real Estate, Lines Of Credit, Sales Management, Credit Risk, Retail Banking, Strategic Planning, Portfolio Management, Business Strategy, Budgets, Financial Analysis, Finance, Executive Management, Real Estate Financing, Consumer Lending
Education
Pacific School Banking School 2006 — 2008
Masters-Level, Commercial Banking
California Polytechnic State University-San Luis Obispo 1978 — 1982
B.S., Agriculture
Rabobank July 2013 - Present
Central Valley Community Bank October 2006 - July 2013
Bank of the Sierra August 1999 - September 2006
Wells Fargo Bank 1991 - 1996
Skills
Banking, Loans, Credit, Underwriting, Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Asset Based Lending, Risk Management, Budget, Real Estate, Lines Of Credit, Sales Management, Credit Risk, Retail Banking, Strategic Planning, Portfolio Management, Business Strategy, Budgets, Financial Analysis, Finance, Executive Management, Real Estate Financing, Consumer Lending
Education
Pacific School Banking School 2006 — 2008
Masters-Level, Commercial Banking
California Polytechnic State University-San Luis Obispo 1978 — 1982
B.S., Agriculture
Erika Min, PHR Erika Min, PHR's Wells Fargo Bank Experience June 2006 - September 2006
Job HR Generalist at RSI Professional Cabinet Solutions
Industry Human Resources
Experience
RSI Professional Cabinet Solutions October 2013 - Present
Bausch & Lomb October 2007 - August 2013
Kraft Foods July 2007 - September 2007
Wells Fargo Bank June 2006 - September 2006
Skills
Microsoft Word, HR Policies, Talent Acquisition, Onboarding, Employee Relations, Workforce Planning, Employee Engagement, Human Resources, Talent Management, Performance Management, New Hire Orientations, Strategy, PeopleSoft, College Recruiting, Recruiting, Organizational..., Temporary Placement, Screening, Coaching, Change Management, Taleo, Interviews, Employee Benefits, Phone Screening, ADP HRB, ADP Payroll, Payroll
Education
Keller Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), concentration in Human Resources, With Distinction: 4.0 GPA
California State Polytechnic University-Pomona 2003 — 2008
Bachelors Degree, Business Administration, Management & Human Resources
RSI Professional Cabinet Solutions October 2013 - Present
Bausch & Lomb October 2007 - August 2013
Kraft Foods July 2007 - September 2007
Wells Fargo Bank June 2006 - September 2006
Skills
Microsoft Word, HR Policies, Talent Acquisition, Onboarding, Employee Relations, Workforce Planning, Employee Engagement, Human Resources, Talent Management, Performance Management, New Hire Orientations, Strategy, PeopleSoft, College Recruiting, Recruiting, Organizational..., Temporary Placement, Screening, Coaching, Change Management, Taleo, Interviews, Employee Benefits, Phone Screening, ADP HRB, ADP Payroll, Payroll
Education
Keller Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), concentration in Human Resources, With Distinction: 4.0 GPA
California State Polytechnic University-Pomona 2003 — 2008
Bachelors Degree, Business Administration, Management & Human Resources
Bri Hidalgo Bri Hidalgo's Wells Fargo Bank Experience May 2006 - Present
Job Investment Compliance Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank May 2006 - Present
First State Investments February 2005 - December 2005
Wachovia Securities June 2002 - November 2005
First Union August 2000 - June 2002
Skills
Investments, Equities, Asset Management, Financial Risk, Securities, Alternative Investments
Education
San Francisco State University, College of Business 2001 — 2004
Bachelor's Degree
California Polytechnic State University-San Luis Obispo 1998 — 2000
Business Administration and Management, General
Wells Fargo Bank May 2006 - Present
First State Investments February 2005 - December 2005
Wachovia Securities June 2002 - November 2005
First Union August 2000 - June 2002
Skills
Investments, Equities, Asset Management, Financial Risk, Securities, Alternative Investments
Education
San Francisco State University, College of Business 2001 — 2004
Bachelor's Degree
California Polytechnic State University-San Luis Obispo 1998 — 2000
Business Administration and Management, General
Cynthia Villegas's Wells Fargo Bank Experience December 2010 - Present
Job Assistant Vice President, Proposal Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank December 2010 - Present
Wells Fargo May 2007 - December 2010
Wells Fargo May 2005 - May 2007
Wells Fargo March 2003 - May 2005
Wells Fargo February 2001 - April 2004
Wells Fargo August 1999 - February 2001
Skills
Banking, Cash Management, Treasury Management, Financial Services, RFP, Proposal Writing, Treasury Services, Bilingual, Project Management, Customer Service, Sales, Portfolio Management, Call Centers, Credit
Education
California State Polytechnic University-Pomona
B.S., Business Administration, Management and Human Resources
Wells Fargo Bank December 2010 - Present
Wells Fargo May 2007 - December 2010
Wells Fargo May 2005 - May 2007
Wells Fargo March 2003 - May 2005
Wells Fargo February 2001 - April 2004
Wells Fargo August 1999 - February 2001
Skills
Banking, Cash Management, Treasury Management, Financial Services, RFP, Proposal Writing, Treasury Services, Bilingual, Project Management, Customer Service, Sales, Portfolio Management, Call Centers, Credit
Education
California State Polytechnic University-Pomona
B.S., Business Administration, Management and Human Resources
Eric R. Mandell's Wells Fargo Bank Experience September 1991 - Present
Job Senior Vice President, Sr.Commercial Lender at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank September 1991 - Present
Wells Fargo Bank, California Business Banking Group 1991 - Present
Wells Fargo Bank 1991 - 2003
Skills
Credit Analysis, Commercial Lending, Credit, Loans, Banking, Mortgage Lending, Small Business Lending, Portfolio Management, Commercial Banking, Financial Analysis, Retail Banking, Cash Management, Mortgage Banking, Lines Of Credit, Credit Risk, Asset Based Lending, Relationship Management, Commercial Mortgages, Wealth Management, Investments, Underwriting, Loan Origination, Consumer Lending, Treasury Management, Financial Services, SBA
Education
California Polytechnic State University-San Luis Obispo 1987 — 1991
BA, Business
Wells Fargo Bank September 1991 - Present
Wells Fargo Bank, California Business Banking Group 1991 - Present
Wells Fargo Bank 1991 - 2003
Skills
Credit Analysis, Commercial Lending, Credit, Loans, Banking, Mortgage Lending, Small Business Lending, Portfolio Management, Commercial Banking, Financial Analysis, Retail Banking, Cash Management, Mortgage Banking, Lines Of Credit, Credit Risk, Asset Based Lending, Relationship Management, Commercial Mortgages, Wealth Management, Investments, Underwriting, Loan Origination, Consumer Lending, Treasury Management, Financial Services, SBA
Education
California Polytechnic State University-San Luis Obispo 1987 — 1991
BA, Business
Fred Fontanilla Fred Fontanilla's Wells Fargo Bank Experience January 2005 - January 2010
Job Vice President, Relationship Manager at JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2010 - Present
Wells Fargo Bank January 2005 - January 2010
U.S. Bancorp Equipment Finance, Inc. February 2004 - January 2005
GE Capital/SAFE Financial August 2002 - January 2004
ePlus November 2000 - February 2002
Fleet Capital Leasing October 1998 - November 2000
GE Capital June 1996 - September 1998
GE Capital Computer Leasing May 1989 - May 1996
Skills
Loans, Finance, Financial Services, Credit Analysis, Small Business Lending, Commercial Lending, Relationship Management, Commercial Mortgages, Banking, Asset Based Lending, Real Estate, Portfolio Management, Business Development, Sales, Loan Origination, Credit, Cash Management, Investments, Working Capital..., SBA Financing, Commercial Banking, Commercial Real Estate, Funding, Lines Of Credit, Mortgage Lending, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo
B.S.
JPMorgan Chase February 2010 - Present
Wells Fargo Bank January 2005 - January 2010
U.S. Bancorp Equipment Finance, Inc. February 2004 - January 2005
GE Capital/SAFE Financial August 2002 - January 2004
ePlus November 2000 - February 2002
Fleet Capital Leasing October 1998 - November 2000
GE Capital June 1996 - September 1998
GE Capital Computer Leasing May 1989 - May 1996
Skills
Loans, Finance, Financial Services, Credit Analysis, Small Business Lending, Commercial Lending, Relationship Management, Commercial Mortgages, Banking, Asset Based Lending, Real Estate, Portfolio Management, Business Development, Sales, Loan Origination, Credit, Cash Management, Investments, Working Capital..., SBA Financing, Commercial Banking, Commercial Real Estate, Funding, Lines Of Credit, Mortgage Lending, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo
B.S.
Joanne (Kerr) Lui's Wells Fargo Bank Experience May 2006 - October 2007
Job Executive Assistant II at Robert Half International
Industry Staffing and Recruiting
Experience
Robert Half International July 2013 - Present
Kaiser Permanente September 2010 - July 2013
Law Office of Douglas & Garey, LLP November 2009 - October 2010
DSW October 2007 - February 2010
Habitat for Humanity June 2009 - September 2009
Wells Fargo Bank May 2006 - October 2007
Infinity Broadcasting: 100.5 The Zone September 2005 - December 2005
Skills
PowerPoint, Excel, Word, Data Entry, Customer Service, InDesign, Administration, Supervisory Skills, Photoshop, Microsoft Office, Event Planning, Outlook, Fundraising, Mandarin, Public Relations, Administrative Support, Customer Relations, Problem Solving, Writing, Social Media, Social Networking, Scheduling, Database Administration, Microsoft Excel, Human Resources, Microsoft Word, Media Relations, Non-profits, Resume Writing, Time Management, Public Speaking, Event Management, Windows, Leadership, Teamwork, Training, Payroll, Administrative..., Facebook, HTML, Budgets, Social Media Marketing, Data Analysis, System Administration, QuickBooks, Accounts Payable, Marketing, Project Management, Strategic Planning, Recruiting
Education
California State Polytechnic University-Pomona 2006 — 2009
Communications, Public Relations
Cosumnes River College 2003 — 2006
Pasadena City College 2001 — 2003
Robert Half International July 2013 - Present
Kaiser Permanente September 2010 - July 2013
Law Office of Douglas & Garey, LLP November 2009 - October 2010
DSW October 2007 - February 2010
Habitat for Humanity June 2009 - September 2009
Wells Fargo Bank May 2006 - October 2007
Infinity Broadcasting: 100.5 The Zone September 2005 - December 2005
Skills
PowerPoint, Excel, Word, Data Entry, Customer Service, InDesign, Administration, Supervisory Skills, Photoshop, Microsoft Office, Event Planning, Outlook, Fundraising, Mandarin, Public Relations, Administrative Support, Customer Relations, Problem Solving, Writing, Social Media, Social Networking, Scheduling, Database Administration, Microsoft Excel, Human Resources, Microsoft Word, Media Relations, Non-profits, Resume Writing, Time Management, Public Speaking, Event Management, Windows, Leadership, Teamwork, Training, Payroll, Administrative..., Facebook, HTML, Budgets, Social Media Marketing, Data Analysis, System Administration, QuickBooks, Accounts Payable, Marketing, Project Management, Strategic Planning, Recruiting
Education
California State Polytechnic University-Pomona 2006 — 2009
Communications, Public Relations
Cosumnes River College 2003 — 2006
Pasadena City College 2001 — 2003
Perry Moreth's Wells Fargo Bank Experience 2005 - Present
Job Senior Vice President Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Global Banking November 2005 - Present
Wells Fargo Bank 2005 - Present
Japan-Amerca Society SoCal 2009 - 2014
Wells Fargo March 1988 - November 2005
Skills
Banking, Commercial Banking, Finance, Loans, Financial Structuring, Commercial Lending, Risk Management, Marketing, Portfolio Management, Trading, Treasury Management, Asset Based Lending, Credit, Credit Analysis, Working Capital..., Corporate Finance, Investments, International Trade, International Business
Education
California State Polytechnic University-Pomona 1981 — 1985
B.S., Finance
Wells Fargo Global Banking November 2005 - Present
Wells Fargo Bank 2005 - Present
Japan-Amerca Society SoCal 2009 - 2014
Wells Fargo March 1988 - November 2005
Skills
Banking, Commercial Banking, Finance, Loans, Financial Structuring, Commercial Lending, Risk Management, Marketing, Portfolio Management, Trading, Treasury Management, Asset Based Lending, Credit, Credit Analysis, Working Capital..., Corporate Finance, Investments, International Trade, International Business
Education
California State Polytechnic University-Pomona 1981 — 1985
B.S., Finance
Randy Hine Randy Hine's Wells Fargo Bank Experience October 1988 - October 1994
Job Principal at Hinesight Management
Industry Education Management
Experience
Hinesight Management October 1994 - Present
West Coast World Martial Arts, Roseville November 2004 - Present
Kaiser Permanente September 2012 - Present
Dry Creek Joint Elementary School District September 2007 - May 2014
Wells Fargo Bank October 1988 - October 1994
Skills
Teaching, Strategic Planning, Training, Business Development, Sales Management, K-12 Education, Staff Development, Educational Leadership, Public Speaking, Curriculum Development, Adult Education, Curriculum Design, Leadership Development, Instructional Design, Technology Integration, Fitness Training, Martial Arts, Tutoring
Education
Chapman University 2007 — 2009
MA, Education
California Polytechnic State University-San Luis Obispo 1972 — 1976
BS, AG. Business
Hinesight Management October 1994 - Present
West Coast World Martial Arts, Roseville November 2004 - Present
Kaiser Permanente September 2012 - Present
Dry Creek Joint Elementary School District September 2007 - May 2014
Wells Fargo Bank October 1988 - October 1994
Skills
Teaching, Strategic Planning, Training, Business Development, Sales Management, K-12 Education, Staff Development, Educational Leadership, Public Speaking, Curriculum Development, Adult Education, Curriculum Design, Leadership Development, Instructional Design, Technology Integration, Fitness Training, Martial Arts, Tutoring
Education
Chapman University 2007 — 2009
MA, Education
California Polytechnic State University-San Luis Obispo 1972 — 1976
BS, AG. Business
Donald Van Fleet Donald Van Fleet's Wells Fargo Bank Experience January 2004 - Present
Job branch manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank January 2004 - Present
Education
California State Polytechnic University-Pomona 1999 — 2008
BS, Politics and Law
Wells Fargo Bank January 2004 - Present
Education
California State Polytechnic University-Pomona 1999 — 2008
BS, Politics and Law
Suzanne DeWitt Suzanne DeWitt's Wells Fargo Bank Experience March 2002 - November 2003
Job Employee Relations Consultant at Wells Fargo Dealer Services
Industry Financial Services
Experience
Wells Fargo Dealer Services May 2010 - Present
Wells Fargo Bank - Wealth Management November 2003 - November 2009
Wells Fargo Bank March 2002 - November 2003
Wells Fargo February 1997 - May 1998
Suzanne DeWitt's Dance Works January 1995 - May 1998
The Wild Bunch, Tombstone, AZ 1994 - 1997
Skills
Talent Management, Coaching, Employee Relations, Recruiting
Education
California State Polytechnic University-Pomona 1999 — 2003
BS, Management and Human Resources
Wells Fargo Dealer Services May 2010 - Present
Wells Fargo Bank - Wealth Management November 2003 - November 2009
Wells Fargo Bank March 2002 - November 2003
Wells Fargo February 1997 - May 1998
Suzanne DeWitt's Dance Works January 1995 - May 1998
The Wild Bunch, Tombstone, AZ 1994 - 1997
Skills
Talent Management, Coaching, Employee Relations, Recruiting
Education
California State Polytechnic University-Pomona 1999 — 2003
BS, Management and Human Resources
Judi Jackson Standish's Wells Fargo Bank Experience 1989 - 1993
Job Vice President, Branch Manager, Mountain West Bank, Glacier Bank Corp.
Industry Banking
Experience
Mountain West Bank, Glacier Bank Corp., Coeur d'Alene, Idaho June 2009 - Present
Volunteer 1996 - Present
Messina Construction Company, LLC, Coeur d'Alene, Idaho 1989 - 2011
Coeur d Alene Public Library Foundation 1998 - 2010
Hospice House 2008 - 2009
Jackson Consulting, Coeur d'Alene, Idaho 2007 - 2009
1st Nationwide/San Francisco Federal Savings & Loan (merger) & Bank of the West.CitiBank (merger) 1993 - 1996
Wells Fargo Bank 1989 - 1993
Higgins & Root Elmore Titus Architects, Los Gatos, CA 1988 - 1989
Bullock's Department Stores, South Coast Plaza, Costa Mesa, CA 1986 - 1988
Skills
Marketing, Relationship Management, Recruiting, New Business Development, Direct Sales, Customer Retention, Sales, Banking, Marketing Strategy, Program Management, Portfolio Management, Business Development, Leadership, Customer Satisfaction, Fundraising, Lead Generation, Team Building, Real Estate, Business Planning, Retail, Salesforce.com, Market Research, Account Management, Management, Strategic Planning, Start-ups, Sales Management, Financial Analysis, Cross-functional Team..., Training, Customer Service, Change Management, Cash Management, Budgets, Strategy, Coaching
Education
California Polytechnic State University-San Luis Obispo 1981 — 1985
BS, Marketing and Management
University of London, Kensington, England 1984 — 1984
Study Abroad, general studies
Mountain West Bank, Glacier Bank Corp., Coeur d'Alene, Idaho June 2009 - Present
Volunteer 1996 - Present
Messina Construction Company, LLC, Coeur d'Alene, Idaho 1989 - 2011
Coeur d Alene Public Library Foundation 1998 - 2010
Hospice House 2008 - 2009
Jackson Consulting, Coeur d'Alene, Idaho 2007 - 2009
1st Nationwide/San Francisco Federal Savings & Loan (merger) & Bank of the West.CitiBank (merger) 1993 - 1996
Wells Fargo Bank 1989 - 1993
Higgins & Root Elmore Titus Architects, Los Gatos, CA 1988 - 1989
Bullock's Department Stores, South Coast Plaza, Costa Mesa, CA 1986 - 1988
Skills
Marketing, Relationship Management, Recruiting, New Business Development, Direct Sales, Customer Retention, Sales, Banking, Marketing Strategy, Program Management, Portfolio Management, Business Development, Leadership, Customer Satisfaction, Fundraising, Lead Generation, Team Building, Real Estate, Business Planning, Retail, Salesforce.com, Market Research, Account Management, Management, Strategic Planning, Start-ups, Sales Management, Financial Analysis, Cross-functional Team..., Training, Customer Service, Change Management, Cash Management, Budgets, Strategy, Coaching
Education
California Polytechnic State University-San Luis Obispo 1981 — 1985
BS, Marketing and Management
University of London, Kensington, England 1984 — 1984
Study Abroad, general studies
Bryan Ceglio's Wells Fargo Bank Experience August 2009 - January 2011
Job Santa Clara University School of Law
Industry Financial Services
Experience
Santa Clara University School of Law August 2013 - Present
Sweeney, Mason, Wilson & Bosomworth April 2012 - August 2013
SolarCity August 2011 - April 2012
Wells Fargo Home Mortgage January 2011 - September 2011
Wells Fargo Bank August 2009 - January 2011
MeatHead Movers Inc February 2008 - August 2008
Wells Fargo Bank June 2005 - December 2005
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
Business Administration, Business
Santa Clara University School of Law August 2013 - Present
Sweeney, Mason, Wilson & Bosomworth April 2012 - August 2013
SolarCity August 2011 - April 2012
Wells Fargo Home Mortgage January 2011 - September 2011
Wells Fargo Bank August 2009 - January 2011
MeatHead Movers Inc February 2008 - August 2008
Wells Fargo Bank June 2005 - December 2005
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
Business Administration, Business
Jeff Parravano's Wells Fargo Bank Experience 2005 - 2009
Job Agile Coach@BlueShield
Industry Internet
Experience
Blue Shield of California 2014 - Present
Golden Gate Agile, LLC 2009 - Present
Slalom Consulting 2013 - 2014
Hotwire 2011 - 2013
Wells Fargo 2010 - 2011
Clear Capital 2009 - 2010
Wells Fargo Bank 2005 - 2009
Gap, Inc. 2004 - 2005
USinternetworking 1999 - 2003
Skills
E-commerce, SaaS, Scrum, Program Management, Cloud Computing, Product Management, Strategic Planning, Strategy, Cross-functional Team..., Integration, Mobile Applications, Kanban, P&L Management, Web Analytics, Scaled Agile, CSM, Agile Methodologies, SDLC, Management
Education
California Polytechnic State University-San Luis Obispo
B.S.
Agile Coaching Institute
Blue Shield of California 2014 - Present
Golden Gate Agile, LLC 2009 - Present
Slalom Consulting 2013 - 2014
Hotwire 2011 - 2013
Wells Fargo 2010 - 2011
Clear Capital 2009 - 2010
Wells Fargo Bank 2005 - 2009
Gap, Inc. 2004 - 2005
USinternetworking 1999 - 2003
Skills
E-commerce, SaaS, Scrum, Program Management, Cloud Computing, Product Management, Strategic Planning, Strategy, Cross-functional Team..., Integration, Mobile Applications, Kanban, P&L Management, Web Analytics, Scaled Agile, CSM, Agile Methodologies, SDLC, Management
Education
California Polytechnic State University-San Luis Obispo
B.S.
Agile Coaching Institute
Kristin Steele's Wells Fargo Bank Experience 1995 - 2000
Job HR Specialist at State of Colorado
Industry Human Resources
Experience
State of Colorado October 2014 - Present
Denver Public Schools March 2008 - October 2014
Fiserv ISS September 2005 - March 2008
Fiserv ISS July 2003 - September 2005
Resources Trust Company now Fiserv ISS November 2000 - July 2003
Wells Fargo Bank 1995 - 2000
Skills
Employee Relations, Recruiting, Customer Service, Team Building, Onboarding, Training, Performance Management, Policy, Talent Acquisition, Human Resources, HRIS, Management, Leadership Development, Temporary Placement, Hiring, Process Improvement, Talent Management, Leadership
Education
California State Polytechnic University-Pomona 1997 — 2000
Bachelors, Behavioral Science
State of Colorado October 2014 - Present
Denver Public Schools March 2008 - October 2014
Fiserv ISS September 2005 - March 2008
Fiserv ISS July 2003 - September 2005
Resources Trust Company now Fiserv ISS November 2000 - July 2003
Wells Fargo Bank 1995 - 2000
Skills
Employee Relations, Recruiting, Customer Service, Team Building, Onboarding, Training, Performance Management, Policy, Talent Acquisition, Human Resources, HRIS, Management, Leadership Development, Temporary Placement, Hiring, Process Improvement, Talent Management, Leadership
Education
California State Polytechnic University-Pomona 1997 — 2000
Bachelors, Behavioral Science
Julie Arballo's Wells Fargo Bank Experience February 2007 - Present
Job VP Commercial Loan Officer at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank February 2007 - Present
Skills
Commercial Lending, Commercial Banking, SBA, Loans, Small Business Lending, Lines Of Credit, Credit, Asset Based Lending, Commercial Mortgages, Credit Analysis, Mortgage Lending, Underwriting, Banking, Portfolio Management, Construction Loans, Loan Origination, Mortgage Banking, Commercial Real Estate, Consumer Lending
Education
California State Polytechnic University-Pomona 1998 — 2002
Wells Fargo Bank February 2007 - Present
Skills
Commercial Lending, Commercial Banking, SBA, Loans, Small Business Lending, Lines Of Credit, Credit, Asset Based Lending, Commercial Mortgages, Credit Analysis, Mortgage Lending, Underwriting, Banking, Portfolio Management, Construction Loans, Loan Origination, Mortgage Banking, Commercial Real Estate, Consumer Lending
Education
California State Polytechnic University-Pomona 1998 — 2002
Cindy Walters's Wells Fargo Bank Experience 1993 - 1998
Job Contract Admin Supervisor at GMAC Res Cap
Industry Real Estate
Experience
Quality Claims Management Corp 2008 - 2010
GMAC ResCap February 2003 - December 2007
GMAC Mortgage 1998 - 2001
Wells Fargo 1993 - 1998
Wells Fargo Bank 1993 - 1998
Great American bank 1990 - 1992
Great American Bank 1990 - 1991
Bank of America 1965 - 1989
Skills
Customer Service, Mortgage Servicing, Residential Mortgages, Financial Analysis, Real Estate, Litigation Management, Forecasting, Finance, Access, Series 7, Foreclosures, Banking, Loan Servicing, Risk Management, Credit, Call Center, Microsoft Excel, Mortgage Banking, Business Requirements, Loss Mitigation, Vendor Management, Bankruptcy, Mortgage Lending, Portfolio Management, Loan Origination, Loans, Microsoft Office, Process Improvement, Asset Managment, Analysis, Default, Short Sales, Financial Services, Underwriting, REO, Credit Risk, Management, Loan Modifications, Refinance, FHA, Insurance, Mortgage Underwriting, Credit Analysis, FHA financing, Property, Relationship Management, Commercial Mortgages, Financial Risk, Investors, Commercial Lending
Education
California Lutheran University
Sociology
Hilltop
MSTC
Quality Claims Management Corp 2008 - 2010
GMAC ResCap February 2003 - December 2007
GMAC Mortgage 1998 - 2001
Wells Fargo 1993 - 1998
Wells Fargo Bank 1993 - 1998
Great American bank 1990 - 1992
Great American Bank 1990 - 1991
Bank of America 1965 - 1989
Skills
Customer Service, Mortgage Servicing, Residential Mortgages, Financial Analysis, Real Estate, Litigation Management, Forecasting, Finance, Access, Series 7, Foreclosures, Banking, Loan Servicing, Risk Management, Credit, Call Center, Microsoft Excel, Mortgage Banking, Business Requirements, Loss Mitigation, Vendor Management, Bankruptcy, Mortgage Lending, Portfolio Management, Loan Origination, Loans, Microsoft Office, Process Improvement, Asset Managment, Analysis, Default, Short Sales, Financial Services, Underwriting, REO, Credit Risk, Management, Loan Modifications, Refinance, FHA, Insurance, Mortgage Underwriting, Credit Analysis, FHA financing, Property, Relationship Management, Commercial Mortgages, Financial Risk, Investors, Commercial Lending
Education
California Lutheran University
Sociology
Hilltop
MSTC
Walter Zuluaga's Wells Fargo Bank Experience October 2001 - June 2007
Job Engineering Specialist at SSL (Space Systems Loral)
Industry Aviation & Aerospace
Experience
SSL (Space Systems Loral) February 2015 - Present
SSL (Space Systems Loral) June 2012 - February 2015
SSL (Space Systems Loral) August 2007 - June 2012
Wells Fargo Bank October 2001 - June 2007
Skills
Patran, Finite Element Analysis, Solidworks, Matlab, Aerospace, FEMAP, NASTRAN, Abaqus, ProEngineer, Pro Engineer, Dynamics Testing, Acoustic Testing, Vibration Testing, Nastran, MSC.Patran, Satellite, Aerospace Engineering, Aerodynamics, Spacecraft, Structural Engineering, Mechanical Analysis, Space Systems, Composites, Stress Analysis, MathCAD, Composite Structures, R, Trade Studies, Failure Analysis, Root Cause Analysis, Fatigue Analysis, Modeling, System Requirements, Testing, PTC Creo, SolidWorks
Education
California Polytechnic State University-San Luis Obispo 2006 — 2007
Master's, Aerospace Engineering
California Polytechnic State University-San Luis Obispo 2003 — 2007
BS, Aerospace Engineering
SSL (Space Systems Loral) February 2015 - Present
SSL (Space Systems Loral) June 2012 - February 2015
SSL (Space Systems Loral) August 2007 - June 2012
Wells Fargo Bank October 2001 - June 2007
Skills
Patran, Finite Element Analysis, Solidworks, Matlab, Aerospace, FEMAP, NASTRAN, Abaqus, ProEngineer, Pro Engineer, Dynamics Testing, Acoustic Testing, Vibration Testing, Nastran, MSC.Patran, Satellite, Aerospace Engineering, Aerodynamics, Spacecraft, Structural Engineering, Mechanical Analysis, Space Systems, Composites, Stress Analysis, MathCAD, Composite Structures, R, Trade Studies, Failure Analysis, Root Cause Analysis, Fatigue Analysis, Modeling, System Requirements, Testing, PTC Creo, SolidWorks
Education
California Polytechnic State University-San Luis Obispo 2006 — 2007
Master's, Aerospace Engineering
California Polytechnic State University-San Luis Obispo 2003 — 2007
BS, Aerospace Engineering
Gabriel Estabillo's Wells Fargo Bank Experience June 2007 - Present
Job AVP, Print Production Manager at Wells Fargo
Industry Printing
Experience
Wells Fargo Bank June 2007 - Present
Kaiser Permanente 2000 - 2007
T/O Printing (CGX) 1998 - 2000
Skills
Direct Mail, Print Production, Print Production..., Vendor Relations, Print Management, Account Management, Vendors, Email Marketing, Adobe Acrobat, Direct Marketing, Integrated Marketing, Advertising, Collateral, Digital Printing, Customer Service, Marketing Strategy
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science, Graphic Communication, Design Reproduction Technology Concentration
Wells Fargo Bank June 2007 - Present
Kaiser Permanente 2000 - 2007
T/O Printing (CGX) 1998 - 2000
Skills
Direct Mail, Print Production, Print Production..., Vendor Relations, Print Management, Account Management, Vendors, Email Marketing, Adobe Acrobat, Direct Marketing, Integrated Marketing, Advertising, Collateral, Digital Printing, Customer Service, Marketing Strategy
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science, Graphic Communication, Design Reproduction Technology Concentration
David Lari's Wells Fargo Bank Experience September 2009 - Present
Job Senior Relationship Management at Wells Fargo Bank
Industry Real Estate
Experience
Wells Fargo Bank September 2009 - Present
Castle & Cooke January 2005 - August 2009
Bakersfield Memorial Hospital June 2001 - December 2004
Arthur Andersen June 1994 - June 2002
Education
California Polytechnic State University-San Luis Obispo
Wells Fargo Bank September 2009 - Present
Castle & Cooke January 2005 - August 2009
Bakersfield Memorial Hospital June 2001 - December 2004
Arthur Andersen June 1994 - June 2002
Education
California Polytechnic State University-San Luis Obispo
Henry Chiang's Wells Fargo Bank Experience September 2007 - Present
Job Web Developer at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank September 2007 - Present
Wells Fargo 2007 - 2011
Wells Fargo Bank June 2000 - October 2007
Education
California State Polytechnic University-Pomona 1989 — 1994
Computer Information Systems
Wells Fargo Bank September 2007 - Present
Wells Fargo 2007 - 2011
Wells Fargo Bank June 2000 - October 2007
Education
California State Polytechnic University-Pomona 1989 — 1994
Computer Information Systems
Josh Thorpe's Wells Fargo Bank Experience May 2002 - October 2005
Job Vice President Business Consultant at Bank of America Merchant Services
Industry Financial Services
Experience
Bank of America Merchant Services March 2013 - Present
US Bank November 2005 - February 2013
LSB 2006 - 2008
Wells Fargo Bank May 2002 - October 2005
Wells Fargo Bank May 2002 - August 2004
Skills
Credit Cards, Merchant Services, Credit, Payment Card Processing, Business Development, E-commerce, Banking, Retail, Relationship Management, Sales Process, Sales Management, Payments, Portfolio Management, Customer Retention, Sales, Commercial Banking
Education
California Polytechnic State University-San Luis Obispo 1997 — 2001
Bio Resource and Agricultural Engineering
Calaveras High
Bank of America Merchant Services March 2013 - Present
US Bank November 2005 - February 2013
LSB 2006 - 2008
Wells Fargo Bank May 2002 - October 2005
Wells Fargo Bank May 2002 - August 2004
Skills
Credit Cards, Merchant Services, Credit, Payment Card Processing, Business Development, E-commerce, Banking, Retail, Relationship Management, Sales Process, Sales Management, Payments, Portfolio Management, Customer Retention, Sales, Commercial Banking
Education
California Polytechnic State University-San Luis Obispo 1997 — 2001
Bio Resource and Agricultural Engineering
Calaveras High
Rudy Rico's Wells Fargo Bank Experience 2008 - 2010
Job Print Production Manager I help businesses develop strong brand recognition through visual communications.
Industry Printing
Experience
Majestic Printing Systems (MPS) January 2013 - Present
Print Advertising 2003 - Present
FDIC 2010 - January 2012
Wells Fargo Bank 2008 - 2010
DCA Media Solutions 2006 - 2007
Motivational Systems, Inc. 2004 - 2005
DCA Media Solutions 2003 - 2004
Education
California State Polytechnic University-Pomona
Bachelor of Arts
Majestic Printing Systems (MPS) January 2013 - Present
Print Advertising 2003 - Present
FDIC 2010 - January 2012
Wells Fargo Bank 2008 - 2010
DCA Media Solutions 2006 - 2007
Motivational Systems, Inc. 2004 - 2005
DCA Media Solutions 2003 - 2004
Education
California State Polytechnic University-Pomona
Bachelor of Arts
William. Trogdon's Wells Fargo Bank Experience Senior Vice PresidentWells FargoApril 2012 - Present
Job Senior Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank Senior Vice PresidentWells FargoApril 2012 - Present
Skills
Loans, Banking, Credit, Commercial Lending, Mortgage Lending, Credit Analysis, Portfolio Management, Small Business Lending, Loan Origination, Risk Management, Credit Risk, Asset Based Lending
Education
California Polytechnic State University-San Luis Obispo 1978 — 1982
Cal Poly San Luis Obispo
Bachelor of Science (B.S.), Agriculture
Wells Fargo Bank Senior Vice PresidentWells FargoApril 2012 - Present
Skills
Loans, Banking, Credit, Commercial Lending, Mortgage Lending, Credit Analysis, Portfolio Management, Small Business Lending, Loan Origination, Risk Management, Credit Risk, Asset Based Lending
Education
California Polytechnic State University-San Luis Obispo 1978 — 1982
Cal Poly San Luis Obispo
Bachelor of Science (B.S.), Agriculture
Brian Arth's Wells Fargo Bank Experience February 2008 - Present
Job Assistant Vice President Branch Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank February 2008 - Present
Wells Fargo Bank February 2008 - April 2010
Quality Home Loans May 2006 - August 2007
Countrywide Home Loans September 2002 - May 2006
Marty's Catering and BBQ May 1997 - August 2002
Education
California Lutheran University 1998 — 2002
BA, Communications
Villanova Preparatory School 1994 — 1998
Wells Fargo Bank February 2008 - Present
Wells Fargo Bank February 2008 - April 2010
Quality Home Loans May 2006 - August 2007
Countrywide Home Loans September 2002 - May 2006
Marty's Catering and BBQ May 1997 - August 2002
Education
California Lutheran University 1998 — 2002
BA, Communications
Villanova Preparatory School 1994 — 1998
Jen Millican's Wells Fargo Bank Experience March 2008 - Present
Job Assistant Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank March 2008 - Present
Wells Fargo August 2005 - February 2008
Cargill Animal Nutrition June 2004 - September 2004
Stotz Dairy 1997 - 2004
Cal Poly Dairy 2001 - 2003
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
BS, Dairy Science and Ag Business
Wells Fargo Bank March 2008 - Present
Wells Fargo August 2005 - February 2008
Cargill Animal Nutrition June 2004 - September 2004
Stotz Dairy 1997 - 2004
Cal Poly Dairy 2001 - 2003
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
BS, Dairy Science and Ag Business
Dan Froehlig's Wells Fargo Bank Experience October 2006 - July 2007
Job at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2009 - Present
Union Bank of California July 2007 - October 2008
Wells Fargo Bank October 2006 - July 2007
wells fargo March 2005 - October 2006
American United Life/OneAmerica August 2003 - March 2005
UBS May 2000 - August 2002
Automobile Club of Southern California September 1999 - May 2000
Thrivent Financial September 1992 - September 1999
Skills
Commercial Lending, Series 7, Commercial Banking, Series 63, Loans, Investments, New Acquisitions, Credit, Fixed Annuities, Small Business Lending, Life Insurance, Mortgage Lending, Consumer Lending, Finance, Loan Origination
Education
California Lutheran University 1975 — 1979
BA, Psychology
Wells Fargo February 2009 - Present
Union Bank of California July 2007 - October 2008
Wells Fargo Bank October 2006 - July 2007
wells fargo March 2005 - October 2006
American United Life/OneAmerica August 2003 - March 2005
UBS May 2000 - August 2002
Automobile Club of Southern California September 1999 - May 2000
Thrivent Financial September 1992 - September 1999
Skills
Commercial Lending, Series 7, Commercial Banking, Series 63, Loans, Investments, New Acquisitions, Credit, Fixed Annuities, Small Business Lending, Life Insurance, Mortgage Lending, Consumer Lending, Finance, Loan Origination
Education
California Lutheran University 1975 — 1979
BA, Psychology
Angelito Reyes, CPA's Wells Fargo Bank Experience November 2013 - December 2014
Job Senior Accountant Business Banking Group
Industry Banking
Experience
Wells Fargo December 2014 - Present
Wells Fargo Bank November 2013 - December 2014
Wells Fargo Bank May 2011 - October 2013
Wells Fargo Bank 2009 - 2011
Wells Fargo 2006 - 2009
Smith, Lange & Phillips LLP 2002 - 2006
Skills
Planning Budgeting &..., Financial Analysis, Essbase, Corporate Finance, Accounting, US GAAP, Tax, GAAP, Budgets, Strategic Financial..., Foreign Exchange, Internal Controls, SEC Financial Reporting, Regulatory Filings, Financial Modeling, Finance, Financial Planning, Financial Accounting
Education
University of California, Santa Barbara
BA, Business Economics w/ Emphasis in Accounting
California Polytechnic State University-San Luis Obispo
Lowell High School
Wells Fargo December 2014 - Present
Wells Fargo Bank November 2013 - December 2014
Wells Fargo Bank May 2011 - October 2013
Wells Fargo Bank 2009 - 2011
Wells Fargo 2006 - 2009
Smith, Lange & Phillips LLP 2002 - 2006
Skills
Planning Budgeting &..., Financial Analysis, Essbase, Corporate Finance, Accounting, US GAAP, Tax, GAAP, Budgets, Strategic Financial..., Foreign Exchange, Internal Controls, SEC Financial Reporting, Regulatory Filings, Financial Modeling, Finance, Financial Planning, Financial Accounting
Education
University of California, Santa Barbara
BA, Business Economics w/ Emphasis in Accounting
California Polytechnic State University-San Luis Obispo
Lowell High School
Andrew Pedrioli's Wells Fargo Bank Experience September 2002 - August 2005
Job Vice President at United Western Bank
Industry Banking
Experience
First Citizens Bank February 2011 - Present
Wells Fargo Bank September 2002 - August 2005
Education
University of Colorado Denver 2005 — 2006
MBA, Business
California Polytechnic State University-San Luis Obispo 1995 — 2000
BS, Finance and Economics
First Citizens Bank February 2011 - Present
Wells Fargo Bank September 2002 - August 2005
Education
University of Colorado Denver 2005 — 2006
MBA, Business
California Polytechnic State University-San Luis Obispo 1995 — 2000
BS, Finance and Economics
Michael Yau's Wells Fargo Bank Experience July 2008 - June 2011
Job Vice President, Sr. Foreign Exchange Dealer
Industry Banking
Experience
Cathay Bank April 2013 - Present
Cathay Bank June 2011 - April 2013
Wells Fargo Bank July 2008 - June 2011
Skills
Commercial Banking, Foreign Exchange, Foreign Exchange Risk..., Mortgage Lending, Consumer Lending, Credit Analysis, Banking, Wealth Management, Commercial Lending
Education
California State Polytechnic University-Pomona
FRL, Finance
Cathay Bank April 2013 - Present
Cathay Bank June 2011 - April 2013
Wells Fargo Bank July 2008 - June 2011
Skills
Commercial Banking, Foreign Exchange, Foreign Exchange Risk..., Mortgage Lending, Consumer Lending, Credit Analysis, Banking, Wealth Management, Commercial Lending
Education
California State Polytechnic University-Pomona
FRL, Finance
Rachael Agpoon Luzadas's Wells Fargo Bank Experience October 2009 - February 2011
Job IT Supervisor at Pacific Gas and Electric Company
Industry Information Technology and Services
Experience
Pacific Gas and Electric Company July 2011 - Present
Pacific Gas and Electric Company February 2011 - July 2011
Wells Fargo Bank October 2009 - February 2011
Amgen January 2007 - June 2009
Amgen August 2003 - December 2006
Skills
SDLC, Business Analysis, Visio, CRM, Microsoft Excel, PowerPoint, RUP, ClearQuest, Brio Query, LDAP, Process Improvement, Vendor Management, Program Management, Software Documentation, Requirements Gathering, SharePoint, Change Management, Testing, Management, Leadership, Business Process, Cross-functional Team..., IT Management, Analysis, IT Strategy
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2008
Master of Business Administration, Organizational Leadership
California Polytechnic State University-San Luis Obispo 1999 — 2003
Bachelor of Science, Business Administration
Pacific Gas and Electric Company July 2011 - Present
Pacific Gas and Electric Company February 2011 - July 2011
Wells Fargo Bank October 2009 - February 2011
Amgen January 2007 - June 2009
Amgen August 2003 - December 2006
Skills
SDLC, Business Analysis, Visio, CRM, Microsoft Excel, PowerPoint, RUP, ClearQuest, Brio Query, LDAP, Process Improvement, Vendor Management, Program Management, Software Documentation, Requirements Gathering, SharePoint, Change Management, Testing, Management, Leadership, Business Process, Cross-functional Team..., IT Management, Analysis, IT Strategy
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2008
Master of Business Administration, Organizational Leadership
California Polytechnic State University-San Luis Obispo 1999 — 2003
Bachelor of Science, Business Administration
Kris Olstead's Wells Fargo Bank Experience VP Internal Audit ManagerGreater Bay Bancorp2003 - Present
Job Audit Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank VP Internal Audit ManagerGreater Bay Bancorp2003 - Present
Greater Bay Bancorp (acquired by Wells Fargo) 2003 - 2008
Greater Bay Bank 2003 - 2007
Bay View Capital Corporation April 1993 - July 2001
Skills
Internal Audit, Banking, Credit, Management, Auditing, Commercial Banking, Team Leadership, Sarbanes-Oxley Act, Business Process..., Internal Controls, Cash Management, Financial Reporting, Leadership, Management Consulting, Due Diligence, Financial Analysis, Risk Management, Enterprise Risk..., Financial Risk, Executive Management, Financial Modeling, Treasury Management, Finance, Financial Services, Portfolio Management, Accounting, Strategic Financial..., Corporate Finance, Cash Flow, Mergers & Acquisitions, Credit Risk, Credit Analysis, AML, Loans, Commercial Lending
Education
California Polytechnic State University-San Luis Obispo
Bachelors of Science, Economics
California State University-East Bay
MBA, Finance
Wells Fargo Bank VP Internal Audit ManagerGreater Bay Bancorp2003 - Present
Greater Bay Bancorp (acquired by Wells Fargo) 2003 - 2008
Greater Bay Bank 2003 - 2007
Bay View Capital Corporation April 1993 - July 2001
Skills
Internal Audit, Banking, Credit, Management, Auditing, Commercial Banking, Team Leadership, Sarbanes-Oxley Act, Business Process..., Internal Controls, Cash Management, Financial Reporting, Leadership, Management Consulting, Due Diligence, Financial Analysis, Risk Management, Enterprise Risk..., Financial Risk, Executive Management, Financial Modeling, Treasury Management, Finance, Financial Services, Portfolio Management, Accounting, Strategic Financial..., Corporate Finance, Cash Flow, Mergers & Acquisitions, Credit Risk, Credit Analysis, AML, Loans, Commercial Lending
Education
California Polytechnic State University-San Luis Obispo
Bachelors of Science, Economics
California State University-East Bay
MBA, Finance
Tina Davis's Wells Fargo Bank Experience 2001 - 2004
Job Independent Business Consultant
Industry Financial Services
Experience
Visa January 2011 - April 2013
Visa December 2007 - December 2010
Visa April 2006 - December 2007
Visa February 2005 - April 2006
Wells Fargo Bank 2001 - 2004
Gap Inc. 1999 - 2001
Skills
Credit Cards, Payment Systems, Mobile Payments, Payments, brand, Brand Implementation, Standards Development, Retail Category..., Banking, Product Management, Analytics, Brand Management, Digital Marketing, E-commerce, Payment Card Processing, Cards, Customer Acquisition, Leadership, Segmentation, NFC, Marketing, Loyalty Programs, Financial Services, Loyalty Marketing, Relationship Management, Strategy
Education
Cal Poly San Luis Obispo 1995 — 1999
B.S. Business Administration, Economics Minor, Finance & Economics
California State University Part-Time Executive MBA Program 2003 — 2006
MBA, Masters in Business Administration
Visa January 2011 - April 2013
Visa December 2007 - December 2010
Visa April 2006 - December 2007
Visa February 2005 - April 2006
Wells Fargo Bank 2001 - 2004
Gap Inc. 1999 - 2001
Skills
Credit Cards, Payment Systems, Mobile Payments, Payments, brand, Brand Implementation, Standards Development, Retail Category..., Banking, Product Management, Analytics, Brand Management, Digital Marketing, E-commerce, Payment Card Processing, Cards, Customer Acquisition, Leadership, Segmentation, NFC, Marketing, Loyalty Programs, Financial Services, Loyalty Marketing, Relationship Management, Strategy
Education
Cal Poly San Luis Obispo 1995 — 1999
B.S. Business Administration, Economics Minor, Finance & Economics
California State University Part-Time Executive MBA Program 2003 — 2006
MBA, Masters in Business Administration
Aarika Jackson's Wells Fargo Bank Experience January 2006 - April 2008
Job Controller at TIS Construction Services, Inc
Industry Financial Services
Experience
TIS Construction Services, Inc June 2012 - Present
Tenant Improvement Specialists, Inc May 2008 - June 2012
Wells Fargo Bank January 2006 - April 2008
Skills
Accounting, Accounts Payable, Financial Reporting, Banking, Financial Analysis, Accounts Receivable, QuickBooks, Account Reconciliation, Variance Analysis, Budgets, Cash Flow, Analysis, Invoicing, Financial Statements, Journal Entries, Management
Education
Cal State Fullerton 2013 — 2015
MSA, Accounting
California State Polytechnic University-Pomona 2004 — 2008
Bachelors, Finance
TIS Construction Services, Inc June 2012 - Present
Tenant Improvement Specialists, Inc May 2008 - June 2012
Wells Fargo Bank January 2006 - April 2008
Skills
Accounting, Accounts Payable, Financial Reporting, Banking, Financial Analysis, Accounts Receivable, QuickBooks, Account Reconciliation, Variance Analysis, Budgets, Cash Flow, Analysis, Invoicing, Financial Statements, Journal Entries, Management
Education
Cal State Fullerton 2013 — 2015
MSA, Accounting
California State Polytechnic University-Pomona 2004 — 2008
Bachelors, Finance
James D. Sarullo's Wells Fargo Bank Experience 2005 - 2006
Job Operations Manager at Chaffey Federal Credit Union
Industry Banking
Experience
Chaffey Federal Credit Union September 2011 - September 2012
US Bank 2006 - 2009
Wells Fargo Bank 2005 - 2006
Wells Fargo Bank 2004 - 2005
Whalen & Company 2000 - 2003
B/S/H/ Home Appliances 1998 - 2000
Edison Enterprises 1997 - 1998
Comcast Corporation 1996 - 1997
Fuller Evangelistic Association 1994 - 1996
Wells Fargo Bank 1992 - 1994
Skills
Risk Management, Iso 9000, Banking, Sales Management, Training, Sales, Loans, Customer Service, Cross-functional Team..., Negotiation, Coaching, Integration, Finance, Time Management, Leadership, Management, Entrepreneurship
Education
California State Polytechnic University-Pomona 1986 — 1991
BS, Economics
Temple City High School
Chaffey Federal Credit Union September 2011 - September 2012
US Bank 2006 - 2009
Wells Fargo Bank 2005 - 2006
Wells Fargo Bank 2004 - 2005
Whalen & Company 2000 - 2003
B/S/H/ Home Appliances 1998 - 2000
Edison Enterprises 1997 - 1998
Comcast Corporation 1996 - 1997
Fuller Evangelistic Association 1994 - 1996
Wells Fargo Bank 1992 - 1994
Skills
Risk Management, Iso 9000, Banking, Sales Management, Training, Sales, Loans, Customer Service, Cross-functional Team..., Negotiation, Coaching, Integration, Finance, Time Management, Leadership, Management, Entrepreneurship
Education
California State Polytechnic University-Pomona 1986 — 1991
BS, Economics
Temple City High School
Nestor Vargas's Wells Fargo Bank Experience September 2006 - September 2007
Job HR/Risk Manager at California Chicken Cafe
Industry Human Resources
Experience
California Chicken Cafe February 2015 - Present
Excelline Food Products LLC. September 2012 - February 2015
Real Mex Restaurants November 2008 - September 2012
Hyatt Regency Irvine August 2007 - November 2008
Wells Fargo Bank September 2006 - September 2007
The Westin Bonaventure Los Angeles May 2007 - August 2007
The Poly Post - Cal Poly Pomona September 2003 - June 2007
Bank of America February 2000 - September 2006
Skills
Human Resources, Employee Relations, Onboarding, Applicant Tracking..., Recruiting, Hiring, Customer Service, ADP Payroll, Labor Relations, Payroll, Microsoft Excel, Employee Benefits, Talent Acquisition, Succession Planning, Benefits Administration, HRIS, College Recruiting, HR Policies, Microsoft Office, PowerPoint, Management
Education
California State Polytechnic University-Pomona 2001 — 2007
B.S. in Business Administration, Management and Human Resources, and Minor in Spanish
California Chicken Cafe February 2015 - Present
Excelline Food Products LLC. September 2012 - February 2015
Real Mex Restaurants November 2008 - September 2012
Hyatt Regency Irvine August 2007 - November 2008
Wells Fargo Bank September 2006 - September 2007
The Westin Bonaventure Los Angeles May 2007 - August 2007
The Poly Post - Cal Poly Pomona September 2003 - June 2007
Bank of America February 2000 - September 2006
Skills
Human Resources, Employee Relations, Onboarding, Applicant Tracking..., Recruiting, Hiring, Customer Service, ADP Payroll, Labor Relations, Payroll, Microsoft Excel, Employee Benefits, Talent Acquisition, Succession Planning, Benefits Administration, HRIS, College Recruiting, HR Policies, Microsoft Office, PowerPoint, Management
Education
California State Polytechnic University-Pomona 2001 — 2007
B.S. in Business Administration, Management and Human Resources, and Minor in Spanish
Scott Stroot's Wells Fargo Bank Experience December 2009 - August 2012
Job Strategic Market Development Manager
Industry Sports
Experience
Specialized Bicycle Components January 2015 - Present
Specialized Bicycle Components August 2012 - January 2015
Wells Fargo Bank December 2009 - August 2012
Bank of America August 2007 - June 2008
Wells Fargo February 2005 - June 2007
Skills
Leadership, Banking, Investments, Sales, Management, Relationship Management, Microsoft Office, Marketing Strategy, Business Development, Marketing, Strategy, Team Building
Education
California Polytechnic State University-San Luis Obispo 2004 — 2007
Specialized Bicycle Components January 2015 - Present
Specialized Bicycle Components August 2012 - January 2015
Wells Fargo Bank December 2009 - August 2012
Bank of America August 2007 - June 2008
Wells Fargo February 2005 - June 2007
Skills
Leadership, Banking, Investments, Sales, Management, Relationship Management, Microsoft Office, Marketing Strategy, Business Development, Marketing, Strategy, Team Building
Education
California Polytechnic State University-San Luis Obispo 2004 — 2007
Ronald Manley's Wells Fargo Bank Experience January 2007 - Present
Job Compliance Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank January 2007 - Present
Pacific Investment Management Co (PIMCO) 2000 - 2004
Skills
AML, Risk Management, Operational Risk, Bank Secrecy Act, Financial Risk, Banking
Education
California State Polytechnic University-Pomona 1996 — 1998
Bachelor's degree, Finance
Wells Fargo Bank January 2007 - Present
Pacific Investment Management Co (PIMCO) 2000 - 2004
Skills
AML, Risk Management, Operational Risk, Bank Secrecy Act, Financial Risk, Banking
Education
California State Polytechnic University-Pomona 1996 — 1998
Bachelor's degree, Finance
Arin Aghajanian, MBA's Wells Fargo Bank Experience October 2000 - Present
Job Premier Banking Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank October 2000 - Present
Skills
Loans, Credit Analysis, Customer Service, Commercial Banking, Banking, Mortgage Lending, Microsoft Excel, Portfolio Management, Credit
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2010
MBA, Finance
California State Polytechnic University-Pomona 2005 — 2007
Bachelor's of Science, Finance, Real Estate and Law
Wells Fargo Bank October 2000 - Present
Skills
Loans, Credit Analysis, Customer Service, Commercial Banking, Banking, Mortgage Lending, Microsoft Excel, Portfolio Management, Credit
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2010
MBA, Finance
California State Polytechnic University-Pomona 2005 — 2007
Bachelor's of Science, Finance, Real Estate and Law
Michelle Guerra's Wells Fargo Bank Experience October 2010 - Present
Job Division Customer Service Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo March 2015 - Present
Wells Fargo Bank October 2010 - Present
Wells Fargo Bank November 1999 - October 2010
Wells Fargo October 1996 - November 1999
Education
California State Polytechnic University-Pomona 1991 — 1995
Wells Fargo March 2015 - Present
Wells Fargo Bank October 2010 - Present
Wells Fargo Bank November 1999 - October 2010
Wells Fargo October 1996 - November 1999
Education
California State Polytechnic University-Pomona 1991 — 1995
Sandra Ho-Felegy's Wells Fargo Bank Experience September 2002 - February 2007
Job Vice President/Business Relationship Manager at Union Bank
Industry Banking
Experience
Union Bank July 2010 - Present
JPMorgan Chase March 2007 - June 2010
Wells Fargo Bank September 2002 - February 2007
Nordstrom July 2002 - September 2002
Skills
Commercial Lending, Loans, Small Business Lending, Commercial Banking, Lines Of Credit, Asset Based Lending, Banking, Commercial Mortgages, Consumer Lending, Credit, Credit Analysis, Cross Selling, Loan Origination, Mortgage Lending, Portfolio Management, Real Estate, Retail Banking, Risk Management, SBA, Treasury Management, Underwriting
Education
California State Polytechnic University-Pomona 2000 — 2004
Bachelor of Science, Business Administration - International Business
Union Bank July 2010 - Present
JPMorgan Chase March 2007 - June 2010
Wells Fargo Bank September 2002 - February 2007
Nordstrom July 2002 - September 2002
Skills
Commercial Lending, Loans, Small Business Lending, Commercial Banking, Lines Of Credit, Asset Based Lending, Banking, Commercial Mortgages, Consumer Lending, Credit, Credit Analysis, Cross Selling, Loan Origination, Mortgage Lending, Portfolio Management, Real Estate, Retail Banking, Risk Management, SBA, Treasury Management, Underwriting
Education
California State Polytechnic University-Pomona 2000 — 2004
Bachelor of Science, Business Administration - International Business
Alan Sioco's Wells Fargo Bank Experience June 2002 - February 2011
Job Sr. Relationship Banker, Licensed Representative at Union Bank
Industry Banking
Experience
Union Bank February 2011 - Present
Wells Fargo Bank June 2002 - February 2011
Skills
Small Business Lending, Lines Of Credit, Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Loan Origination, Loans, Retail Banking, Financial Services, Relationship Management, Investments
Education
California State Polytechnic University-Pomona
Mathematics
Union Bank February 2011 - Present
Wells Fargo Bank June 2002 - February 2011
Skills
Small Business Lending, Lines Of Credit, Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Loan Origination, Loans, Retail Banking, Financial Services, Relationship Management, Investments
Education
California State Polytechnic University-Pomona
Mathematics
James Bacha's Wells Fargo Bank Experience June 1999 - March 2005
Job Sr Trust Officer at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2012 - Present
Wells Fargo March 2005 - March 2012
Wells Fargo Bank June 1999 - March 2005
Skills
Investments, Banking, Wealth Management, Estate Planning, Alternative Investments, Mutual Funds, Retirement Planning, Relationship Management, Strategic Financial..., Financial Services, Risk Management, Equities, Portfolio Management, Mortgage Lending, Asset Managment, Asset Management, Securities, Real Estate, Asset Allocation, Loans, Financial Analysis, Commercial Lending, Private Banking, Bonds, High Net Worth..., Commercial Banking, Wealth, Retail Banking, Series 7, Investment Management, Fixed Income, Retirement, Finance, Investment Advisory, Wealth Management..., Investment Strategies, Financial Advisory, Treasury Management, Financial Planning
Education
California State University-Fullerton 2001 — 2003
Political Science, International Politics, Public Administration, Criminal Justice, and Pre-Law
California State Polytechnic University-Pomona 1997 — 1999
NA, Aerospace Engineering
Wells Fargo March 2012 - Present
Wells Fargo March 2005 - March 2012
Wells Fargo Bank June 1999 - March 2005
Skills
Investments, Banking, Wealth Management, Estate Planning, Alternative Investments, Mutual Funds, Retirement Planning, Relationship Management, Strategic Financial..., Financial Services, Risk Management, Equities, Portfolio Management, Mortgage Lending, Asset Managment, Asset Management, Securities, Real Estate, Asset Allocation, Loans, Financial Analysis, Commercial Lending, Private Banking, Bonds, High Net Worth..., Commercial Banking, Wealth, Retail Banking, Series 7, Investment Management, Fixed Income, Retirement, Finance, Investment Advisory, Wealth Management..., Investment Strategies, Financial Advisory, Treasury Management, Financial Planning
Education
California State University-Fullerton 2001 — 2003
Political Science, International Politics, Public Administration, Criminal Justice, and Pre-Law
California State Polytechnic University-Pomona 1997 — 1999
NA, Aerospace Engineering
Blake Freeman's Wells Fargo Bank Experience August 2006 - September 2010
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2010 - Present
Wells Fargo Bank August 2006 - September 2010
Education
California Lutheran University 2010 — 2013
MBA, MBA Financial Planning
University of California, Santa Barbara 2000 — 2004
BA, Psychology
Wells Fargo Advisors, LLC October 2010 - Present
Wells Fargo Bank August 2006 - September 2010
Education
California Lutheran University 2010 — 2013
MBA, MBA Financial Planning
University of California, Santa Barbara 2000 — 2004
BA, Psychology
Ernest Payette's Wells Fargo Bank Experience December 2011 - Present
Job at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank December 2011 - Present
Bank of America June 2009 - December 2011
Real Estate Consulting February 2008 - January 2010
Accredited Home Lenders June 2003 - August 2007
Skills
Loss Mitigation, Mortgage Underwriting, Risk Management, Loan Origination, Credit Risk
Education
California State Polytechnic University-Pomona 1973 — 1975
Bachelor of Arts, History / Business
Cypress College 1969 — 1971
Associate of Arts (A.A.), Social Sciences
Wells Fargo Bank December 2011 - Present
Bank of America June 2009 - December 2011
Real Estate Consulting February 2008 - January 2010
Accredited Home Lenders June 2003 - August 2007
Skills
Loss Mitigation, Mortgage Underwriting, Risk Management, Loan Origination, Credit Risk
Education
California State Polytechnic University-Pomona 1973 — 1975
Bachelor of Arts, History / Business
Cypress College 1969 — 1971
Associate of Arts (A.A.), Social Sciences
Ali Moallem's Wells Fargo Bank Experience November 2012 - Present
Job Regional Private Banker at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank November 2012 - Present
RHC Entertainment November 2007 - April 2010
Mel's Liquor and Check Cashing June 2002 - May 2009
Skills
Insurance, Series 6, Series 63, Series 7, Credit, Mortgage Lending, Loans, Banking, Credit Analysis
Education
California State Polytechnic University-Pomona 2002 — 2007
BS, International Business and Marketing
Wells Fargo Bank November 2012 - Present
RHC Entertainment November 2007 - April 2010
Mel's Liquor and Check Cashing June 2002 - May 2009
Skills
Insurance, Series 6, Series 63, Series 7, Credit, Mortgage Lending, Loans, Banking, Credit Analysis
Education
California State Polytechnic University-Pomona 2002 — 2007
BS, International Business and Marketing
Karen Lipetsky's Wells Fargo Bank Experience January 2008 - July 2010
Job Assistant Vice President, Business Deposit Consultant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank January 2008 - July 2010
US Bank 2005 - 2007
US Bank- Oliver Allen Technology Leasing 2005 - 2007
Skills
Credit, Commercial Banking, Small Business Lending, Loans, Banking, Commercial Lending, Credit Analysis, Cash Management, Underwriting, Consumer Lending, Treasury Management, Lines Of Credit, Portfolio Management, Relationship Management, Mortgage Lending
Education
California State Polytechnic University-Pomona 2000 — 2004
B.S., Business Administration - Marketing
Wells Fargo Bank January 2008 - July 2010
US Bank 2005 - 2007
US Bank- Oliver Allen Technology Leasing 2005 - 2007
Skills
Credit, Commercial Banking, Small Business Lending, Loans, Banking, Commercial Lending, Credit Analysis, Cash Management, Underwriting, Consumer Lending, Treasury Management, Lines Of Credit, Portfolio Management, Relationship Management, Mortgage Lending
Education
California State Polytechnic University-Pomona 2000 — 2004
B.S., Business Administration - Marketing
Sal Sandoval's Wells Fargo Bank Experience 1997 - 2005
Job VP Branch Manager at Montecito Bank & Trust
Industry Banking
Experience
Montecito Bank & Trust October 2006 - Present
Wells Fargo Bank 1997 - 2005
Wells Fargo September 1994 - March 2004
Skills
Loans, Wealth Management, Credit, Portfolio Management, Commercial Banking, Banking, Investments, Strategic Financial..., Retail Banking, Mortgage Lending, Credit Analysis, Loan Origination, Small Business Lending, Risk Management, Mutual Funds, Sales Management, Leadership, Real Estate, Management, Small Business, New Business Development, Strategic Planning, Team Building, Budgets, Commercial Lending, Underwriting, Financial Analysis, Investment Advisory, Series 7
Education
California Lutheran University 1974 — 1979
California Lutheran University 1974 — 1978
BS
Baldwin Park High School 1971 — 1976
Montecito Bank & Trust October 2006 - Present
Wells Fargo Bank 1997 - 2005
Wells Fargo September 1994 - March 2004
Skills
Loans, Wealth Management, Credit, Portfolio Management, Commercial Banking, Banking, Investments, Strategic Financial..., Retail Banking, Mortgage Lending, Credit Analysis, Loan Origination, Small Business Lending, Risk Management, Mutual Funds, Sales Management, Leadership, Real Estate, Management, Small Business, New Business Development, Strategic Planning, Team Building, Budgets, Commercial Lending, Underwriting, Financial Analysis, Investment Advisory, Series 7
Education
California Lutheran University 1974 — 1979
California Lutheran University 1974 — 1978
BS
Baldwin Park High School 1971 — 1976
Jackie Holck's Wells Fargo Bank Experience April 2011 - Present
Job Customer Service Manager Business Payroll Services at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank April 2011 - Present
Wells Fargo August 2006 - April 2011
Wine & Roses Hotel Restaurant Spa 2002 - 2006
Skills
Hiring, Management, Strategic Planning, Team Building, Sales, Customer Service, Event Planning
Education
California Polytechnic State University-San Luis Obispo 1995 — 1998
Bachelor’s Degree, Recreation Administration, Special Events
Wells Fargo Bank April 2011 - Present
Wells Fargo August 2006 - April 2011
Wine & Roses Hotel Restaurant Spa 2002 - 2006
Skills
Hiring, Management, Strategic Planning, Team Building, Sales, Customer Service, Event Planning
Education
California Polytechnic State University-San Luis Obispo 1995 — 1998
Bachelor’s Degree, Recreation Administration, Special Events
Natasha Parra's Wells Fargo Bank Experience October 2000 - September 2013
Job Database Analyst at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo September 2013 - Present
Wells Fargo Bank October 2000 - September 2013
Wells Fargo November 1999 - October 2000
Education
California Polytechnic State University-San Luis Obispo 1996 — 1999
BS, Business, Marketing, Spanish
California State University-East Bay 1994 — 1996
Criminal Justice, Psychology
Wells Fargo September 2013 - Present
Wells Fargo Bank October 2000 - September 2013
Wells Fargo November 1999 - October 2000
Education
California Polytechnic State University-San Luis Obispo 1996 — 1999
BS, Business, Marketing, Spanish
California State University-East Bay 1994 — 1996
Criminal Justice, Psychology
Scot Gray's Wells Fargo Bank Experience July 2008 - August 2012
Job Program Management
Industry Financial Services
Experience
Wells Fargo September 2012 - Present
Wells Fargo Bank July 2008 - August 2012
Wells Fargo Bank 2001 - 2008
Skills
Project Management, Process Improvement, Banking, Business Strategy, SharePoint, Management, Visio, Strategy, SDLC, Requirements Analysis, Project Portfolio..., Business Requirements
Education
San Jose State University 1987 — 1989
MBA, Finance
Humboldt State University 1976 — 1978
B.S, Fishery Biology, Oceanography
California Polytechnic State University-San Luis Obispo 1974 — 1978
BS, Fishery Biology
Wells Fargo September 2012 - Present
Wells Fargo Bank July 2008 - August 2012
Wells Fargo Bank 2001 - 2008
Skills
Project Management, Process Improvement, Banking, Business Strategy, SharePoint, Management, Visio, Strategy, SDLC, Requirements Analysis, Project Portfolio..., Business Requirements
Education
San Jose State University 1987 — 1989
MBA, Finance
Humboldt State University 1976 — 1978
B.S, Fishery Biology, Oceanography
California Polytechnic State University-San Luis Obispo 1974 — 1978
BS, Fishery Biology
Lorene Fleming's Wells Fargo Bank Experience April 2005 - July 2006
Job Regulatory Rep at Wedbush Morgan Securities
Industry Financial Services
Experience
Wedbush Morgan Securities August 2006 - Present
Wells Fargo Bank April 2005 - July 2006
H&R Block Financial Advisors January 1999 - January 2004
Skills
Series 7, Series 24, Investments, Securities, Finance, Loans, Credit, Series 63, Portfolio Management, Retirement Planning, Fundraising, Leadership Development, Training, Leadership
Education
California State Polytechnic University-Pomona 2006 — 2010
MBA, Business
Wedbush Morgan Securities August 2006 - Present
Wells Fargo Bank April 2005 - July 2006
H&R Block Financial Advisors January 1999 - January 2004
Skills
Series 7, Series 24, Investments, Securities, Finance, Loans, Credit, Series 63, Portfolio Management, Retirement Planning, Fundraising, Leadership Development, Training, Leadership
Education
California State Polytechnic University-Pomona 2006 — 2010
MBA, Business
Dave DeRose's Wells Fargo Bank Experience July 2001 - September 2012
Job Commercial Banking Manager Central & Eastern Oregon at U.S. Bank
Industry Banking
Experience
U.S. Bank May 2014 - Present
U.S. Bank September 2012 - May 2014
Wells Fargo Bank July 2001 - September 2012
Skills
Commercial Lending, Loans, Commercial Banking, Credit Analysis, Credit, Financial Analysis, Banking, Portfolio Management, Cash Management, Underwriting, Relationship Management, Financial Modeling, Investments, Risk Management, Agriculture, Mergers & Acquisitions, Venture Capital
Education
California Polytechnic State University-San Luis Obispo 2002 — 2003
MS, Agribusiness/Finance
California Polytechnic State University-San Luis Obispo 1998 — 2001
Bachelor's degree, Agribusiness/Finance
U.S. Bank May 2014 - Present
U.S. Bank September 2012 - May 2014
Wells Fargo Bank July 2001 - September 2012
Skills
Commercial Lending, Loans, Commercial Banking, Credit Analysis, Credit, Financial Analysis, Banking, Portfolio Management, Cash Management, Underwriting, Relationship Management, Financial Modeling, Investments, Risk Management, Agriculture, Mergers & Acquisitions, Venture Capital
Education
California Polytechnic State University-San Luis Obispo 2002 — 2003
MS, Agribusiness/Finance
California Polytechnic State University-San Luis Obispo 1998 — 2001
Bachelor's degree, Agribusiness/Finance
Abu Ahmed's Wells Fargo Bank Experience February 2000 - July 2011
Job VP, Client Manager US Bank
Industry Banking
Experience
US Bank July 2011 - Present
Wells Fargo Bank February 2000 - July 2011
Skills
Commercial Lending, Small Business Lending, Credit Analysis, Commercial Banking, Loans, Lines Of Credit, Loan Origination, Credit, Mortgage Lending, Treasury Management, Banking, Commercial Mortgages, Asset Based Lending, Retail Banking
Education
California State Polytechnic University-Pomona
BS, Business Administration/ Human Resource
US Bank July 2011 - Present
Wells Fargo Bank February 2000 - July 2011
Skills
Commercial Lending, Small Business Lending, Credit Analysis, Commercial Banking, Loans, Lines Of Credit, Loan Origination, Credit, Mortgage Lending, Treasury Management, Banking, Commercial Mortgages, Asset Based Lending, Retail Banking
Education
California State Polytechnic University-Pomona
BS, Business Administration/ Human Resource
Denise Cahill's Wells Fargo Bank Experience August 2013 - Present
Job SVP/Loan Team Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank August 2013 - Present
Wells Fargo August 2010 - August 2013
Wells Fargo August 2007 - August 2010
Wells Fargo August 2001 - August 2007
Education
San Joaquin College of Law 2000 — 2004
Doctor of Law (J.D.)
California Polytechnic State University-San Luis Obispo 1982 — 1985
Bachelor's degree, Dairy Science
Wells Fargo Bank August 2013 - Present
Wells Fargo August 2010 - August 2013
Wells Fargo August 2007 - August 2010
Wells Fargo August 2001 - August 2007
Education
San Joaquin College of Law 2000 — 2004
Doctor of Law (J.D.)
California Polytechnic State University-San Luis Obispo 1982 — 1985
Bachelor's degree, Dairy Science
Mark Corella's Wells Fargo Bank Experience 2004 - Present
Job District Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank 2004 - Present
Wells Fargo 1991 - 2013
Skills
Credit, Mortgage Lending, Customer Service, Banking, Loans, Management, Commercial Lending, Retail Banking, Credit Analysis, Commercial Banking, Consumer Lending, Small Business Lending
Education
California Polytechnic State University-San Luis Obispo
Gavilan College
Wells Fargo Bank 2004 - Present
Wells Fargo 1991 - 2013
Skills
Credit, Mortgage Lending, Customer Service, Banking, Loans, Management, Commercial Lending, Retail Banking, Credit Analysis, Commercial Banking, Consumer Lending, Small Business Lending
Education
California Polytechnic State University-San Luis Obispo
Gavilan College
Marlene Bardonnex's Wells Fargo Bank Experience July 2002 - December 2013
Job Soil Basics Corporation
Industry Farming
Experience
Soil Basics Corporation January 2014 - Present
Wells Fargo Bank July 2002 - December 2013
Education
Cal Poly San Luis Obispo
Bachelor of Science, Ag Business
Soil Basics Corporation January 2014 - Present
Wells Fargo Bank July 2002 - December 2013
Education
Cal Poly San Luis Obispo
Bachelor of Science, Ag Business
Tim Iversen's Wells Fargo Bank Experience January 1990 - May 1998
Job Manager at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP September 2014 - Present
Teknos Associates LLC November 2009 - August 2014
WTAS August 2008 - June 2009
American Appraisal Associates May 1998 - July 2008
Wells Fargo Bank January 1990 - May 1998
Skills
Valuation, Intangible Assets, Mergers, Financial Reporting, Gift Tax, Mergers & Acquisitions, Equities, Finance, Fairness Opinions, Financial Modeling
Education
San Francisco State University 2003 — 2006
MBA, International Business
California Polytechnic State University-San Luis Obispo 1985 — 1987
BS, Business Adminstration
Grant Thornton LLP September 2014 - Present
Teknos Associates LLC November 2009 - August 2014
WTAS August 2008 - June 2009
American Appraisal Associates May 1998 - July 2008
Wells Fargo Bank January 1990 - May 1998
Skills
Valuation, Intangible Assets, Mergers, Financial Reporting, Gift Tax, Mergers & Acquisitions, Equities, Finance, Fairness Opinions, Financial Modeling
Education
San Francisco State University 2003 — 2006
MBA, International Business
California Polytechnic State University-San Luis Obispo 1985 — 1987
BS, Business Adminstration
Brad Darling's Wells Fargo Bank Experience January 1996 - January 2000
Job Senior Manager, Card Services at Golden 1 Credit Union
Industry Banking
Experience
Golden 1 Credit Union May 2014 - Present
First Tech Federal Credit Union January 2011 - May 2014
Addison Avenue Federal Credit Union October 2003 - January 2011
Addison Avenue Federal Credit Union January 2000 - October 2003
Wells Fargo Bank January 1996 - January 2000
Skills
Credit Unions, Banking, Internet Banking, Debit Cards, Product Management, Credit Cards, Process Improvement, Payments, Vendor Management, Financial Analysis, Financial Services, Portfolio Management, Leadership, Strategy, Cross-functional Team..., Risk Management
Education
California Polytechnic State University-San Luis Obispo 1988 — 1991
BA, Business
Golden 1 Credit Union May 2014 - Present
First Tech Federal Credit Union January 2011 - May 2014
Addison Avenue Federal Credit Union October 2003 - January 2011
Addison Avenue Federal Credit Union January 2000 - October 2003
Wells Fargo Bank January 1996 - January 2000
Skills
Credit Unions, Banking, Internet Banking, Debit Cards, Product Management, Credit Cards, Process Improvement, Payments, Vendor Management, Financial Analysis, Financial Services, Portfolio Management, Leadership, Strategy, Cross-functional Team..., Risk Management
Education
California Polytechnic State University-San Luis Obispo 1988 — 1991
BA, Business
Jarrod Ingle's Wells Fargo Bank Experience June 2006 - April 2013
Job Executive Director at JP Morgan Chase
Industry Banking
Experience
JPMorgan Chase & Co. March 2015 - Present
JPMorgan Chase & Co. April 2013 - Present
Wells Fargo Bank June 2006 - April 2013
Wells Fargo June 2004 - June 2006
Wells Fargo May 1997 - June 2004
Skills
Treasury Management, Investment Banking, Wealth Management, Finance, FX Options, Commercial Lending, Commodity, Credit Analysis, Commercial Banking, Insurance, Loans, Credit, Banking, Middle Market, Portfolio Management
Education
California State Polytechnic University-Pomona 1999 — 2003
MBA, Finance
Iowa State University 1993 — 1997
Bachelor of Science, Major in Business Finance
JPMorgan Chase & Co. March 2015 - Present
JPMorgan Chase & Co. April 2013 - Present
Wells Fargo Bank June 2006 - April 2013
Wells Fargo June 2004 - June 2006
Wells Fargo May 1997 - June 2004
Skills
Treasury Management, Investment Banking, Wealth Management, Finance, FX Options, Commercial Lending, Commodity, Credit Analysis, Commercial Banking, Insurance, Loans, Credit, Banking, Middle Market, Portfolio Management
Education
California State Polytechnic University-Pomona 1999 — 2003
MBA, Finance
Iowa State University 1993 — 1997
Bachelor of Science, Major in Business Finance
Dan Tagliareni's Wells Fargo Bank Experience January 2004 - July 2009
Job Vice President at Umpqua Bank
Industry Banking
Experience
Umpqua Bank July 2009 - Present
Wells Fargo Bank January 2004 - July 2009
Education
California Polytechnic State University-San Luis Obispo
BS, Finance
Umpqua Bank July 2009 - Present
Wells Fargo Bank January 2004 - July 2009
Education
California Polytechnic State University-San Luis Obispo
BS, Finance
Jose Lopez-Ramos, E.I.T.'s Wells Fargo Bank Experience December 2005 - June 2009
Job Industrial Engineer at General Atomics Aeronautical Systems
Industry Mechanical or Industrial Engineering
Experience
General Atomics Aeronautical Systems October 2011 - Present
Deutsch April 2010 - October 2011
Inabata America Corp. January 2010 - March 2010
Denson-Usa June 2009 - December 2009
Wells Fargo Bank December 2005 - June 2009
Skills
VBA, MySQL database design, VBScript, Microsoft Office, MySQL, Testing, Minitab, Six Sigma, MS Project, Solidworks, Data Analysis, Matlab, Lean Manufacturing, Visio, Access, Process Engineering, SAP, Continuous Improvement, Root Cause Analysis, Manufacturing, Process Improvement, Quality Assurance, Cross-functional Team..., Aerospace, Manufacturing..., 5S, Systems Engineering, DMAIC, Analysis, AutoCAD, Electronics, Engineering, Engineering Management, FMEA, Industrial Engineering, MRP, Manufacturing Operations, Pro Engineer, Program Management, Project Management, Product Development, SPC, ISO, Kaizen, Quality Management, Quality System, Supply Chain Management, Technical Writing, Value Stream Mapping, Design for Manufacturing
Education
California Polytechnic State University-San Luis Obispo 2003 — 2009
Industrial Engineering
General Atomics Aeronautical Systems October 2011 - Present
Deutsch April 2010 - October 2011
Inabata America Corp. January 2010 - March 2010
Denson-Usa June 2009 - December 2009
Wells Fargo Bank December 2005 - June 2009
Skills
VBA, MySQL database design, VBScript, Microsoft Office, MySQL, Testing, Minitab, Six Sigma, MS Project, Solidworks, Data Analysis, Matlab, Lean Manufacturing, Visio, Access, Process Engineering, SAP, Continuous Improvement, Root Cause Analysis, Manufacturing, Process Improvement, Quality Assurance, Cross-functional Team..., Aerospace, Manufacturing..., 5S, Systems Engineering, DMAIC, Analysis, AutoCAD, Electronics, Engineering, Engineering Management, FMEA, Industrial Engineering, MRP, Manufacturing Operations, Pro Engineer, Program Management, Project Management, Product Development, SPC, ISO, Kaizen, Quality Management, Quality System, Supply Chain Management, Technical Writing, Value Stream Mapping, Design for Manufacturing
Education
California Polytechnic State University-San Luis Obispo 2003 — 2009
Industrial Engineering
Sean Dan's Wells Fargo Bank Experience March 2010 - November 2010
Job Sr. Account Manager at ticktBox® Enterprises LLC
Industry Marketing and Advertising
Experience
ticktBox® Enterprises LLC April 2015 - Present
CreativeMob June 2014 - Present
CreativeMob January 2013 - Present
Yogurtland October 2010 - Present
Wells Fargo Bank March 2010 - November 2010
Gofobo October 2009 - December 2009
Warner Music Group September 2009 - December 2009
Pacific Palms Conference Resort December 2006 - June 2008
Skills
Social Media Marketing, Social Media, Event Planning, Online Marketing, Customer Service, Marketing Communications, Advertising, Facebook, Public Relations, Social Networking, Marketing, Blogging, Online Advertising, PPC, CRM, Sales, Management
Education
California State Polytechnic University-Pomona 2005 — 2009
Bachelor of Science, Communication
California State University-Fullerton 2008 — 2008
Bachelor of Science, Public Relations
ticktBox® Enterprises LLC April 2015 - Present
CreativeMob June 2014 - Present
CreativeMob January 2013 - Present
Yogurtland October 2010 - Present
Wells Fargo Bank March 2010 - November 2010
Gofobo October 2009 - December 2009
Warner Music Group September 2009 - December 2009
Pacific Palms Conference Resort December 2006 - June 2008
Skills
Social Media Marketing, Social Media, Event Planning, Online Marketing, Customer Service, Marketing Communications, Advertising, Facebook, Public Relations, Social Networking, Marketing, Blogging, Online Advertising, PPC, CRM, Sales, Management
Education
California State Polytechnic University-Pomona 2005 — 2009
Bachelor of Science, Communication
California State University-Fullerton 2008 — 2008
Bachelor of Science, Public Relations
Mark Rudzik's Wells Fargo Bank Experience October 2010 - Present
Job Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank October 2010 - Present
Union Bank August 2005 - February 2010
Bank of the West April 2002 - August 2005
Bank of America May 1991 - April 2002
Skills
Loans, Small Business Lending, Credit, Underwriting, Portfolio Management, Risk Management, Commercial Lending, Asset Managment, Commercial Banking, Lines Of Credit, Consumer Lending, Credit Analysis, Strategic Financial..., SBA, Loan Origination, Commercial Mortgages, Bank Secrecy Act, Asset Based Lending
Education
California State Polytechnic University-Pomona 1974 — 1979
Finance, Finance, Real Estate & Insurance
Wells Fargo Bank October 2010 - Present
Union Bank August 2005 - February 2010
Bank of the West April 2002 - August 2005
Bank of America May 1991 - April 2002
Skills
Loans, Small Business Lending, Credit, Underwriting, Portfolio Management, Risk Management, Commercial Lending, Asset Managment, Commercial Banking, Lines Of Credit, Consumer Lending, Credit Analysis, Strategic Financial..., SBA, Loan Origination, Commercial Mortgages, Bank Secrecy Act, Asset Based Lending
Education
California State Polytechnic University-Pomona 1974 — 1979
Finance, Finance, Real Estate & Insurance
Maureen Nicols's Wells Fargo Bank Experience June 1991 - September 2009
Job Executive Assistant at Bank of America
Industry Banking
Experience
Bank of America Executive AssistantBank of America2009 - Present
Wells Fargo Bank June 1991 - September 2009
Education
California Lutheran University
Business Management, Business
Bank of America Executive AssistantBank of America2009 - Present
Wells Fargo Bank June 1991 - September 2009
Education
California Lutheran University
Business Management, Business
William Ewing's Wells Fargo Bank Experience 1989 - 1991
Job Consulting Projects Manager at Ewing Consulting Services
Industry Human Resources
Experience
Ewing Consulting Services October 1991 - Present
Wells Fargo Bank 1989 - 1991
Disneyland Resort 1984 - 1987
Skills
Benefits Administration
Education
California Lutheran University 1986 — 1990
Bachelor's, Communication Arts/ Business Administration
Ewing Consulting Services October 1991 - Present
Wells Fargo Bank 1989 - 1991
Disneyland Resort 1984 - 1987
Skills
Benefits Administration
Education
California Lutheran University 1986 — 1990
Bachelor's, Communication Arts/ Business Administration
Nick Motroni's Wells Fargo Bank Experience February 2010 - July 2011
Job Audit Staff Accountant at Campbell Taylor & Company
Industry Financial Services
Experience
Campbell Taylor & Company November 2014 - Present
First Citizens Bank December 2012 - November 2014
Wells Fargo July 2011 - December 2012
Wells Fargo Bank February 2010 - July 2011
Wells Fargo October 2009 - February 2010
Wells Fargo Commercial Banking August 2007 - October 2009
Wells Fargo June 2006 - September 2006
Skills
Financial Analysis, Customer Relations, Commercial Banking, Credit Analysis, Commercial Lending, Credit, Customer Service, Banking, Treasury Management, Loans, Underwriting, Portfolio Management, Relationship Management
Education
California Polytechnic State University-San Luis Obispo 2002 — 2007
Bachelor of Science, Business Administration, Accounting, Marketing
Campbell Taylor & Company November 2014 - Present
First Citizens Bank December 2012 - November 2014
Wells Fargo July 2011 - December 2012
Wells Fargo Bank February 2010 - July 2011
Wells Fargo October 2009 - February 2010
Wells Fargo Commercial Banking August 2007 - October 2009
Wells Fargo June 2006 - September 2006
Skills
Financial Analysis, Customer Relations, Commercial Banking, Credit Analysis, Commercial Lending, Credit, Customer Service, Banking, Treasury Management, Loans, Underwriting, Portfolio Management, Relationship Management
Education
California Polytechnic State University-San Luis Obispo 2002 — 2007
Bachelor of Science, Business Administration, Accounting, Marketing
Louis Goodwin's Wells Fargo Bank Experience November 1997 - Present
Job Senior Vice President & Regional Manager
Industry Banking
Experience
Wells Fargo Bank November 1997 - Present
Skills
Financial Analysis, Lines Of Credit, Executive Management, Asset Based Lending, Commercial Lending, Commercial Banking, Small Business Lending, Strategic Planning, Loans, Credit, Credit Analysis, Team Building, Banking, Finance, Cash Management
Education
California State Polytechnic University-Pomona
Bachelor's Degree, Operations Managment and Production
Wells Fargo Bank November 1997 - Present
Skills
Financial Analysis, Lines Of Credit, Executive Management, Asset Based Lending, Commercial Lending, Commercial Banking, Small Business Lending, Strategic Planning, Loans, Credit, Credit Analysis, Team Building, Banking, Finance, Cash Management
Education
California State Polytechnic University-Pomona
Bachelor's Degree, Operations Managment and Production
Austin O'Malley's Wells Fargo Bank Experience May 2009 - November 2011
Job Commercial Portfolio Manager, Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2011 - Present
Wells Fargo Bank May 2009 - November 2011
Wells Fargo Bank May 2006 - May 2009
Wells Fargo Bank September 2002 - May 2006
LiveCapital January 2000 - August 2002
Wells Fargo September 1996 - January 2000
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Real Estate, Credit, Loans, Banking, Customer Relations, Credit Analysis, Financial Analysis, Underwriting, Portfolio Management, Customer Service, Cash Management, Credit Risk
Education
California Polytechnic State University-San Luis Obispo 1990 — 1993
Bachelors, Business Management
Wells Fargo December 2011 - Present
Wells Fargo Bank May 2009 - November 2011
Wells Fargo Bank May 2006 - May 2009
Wells Fargo Bank September 2002 - May 2006
LiveCapital January 2000 - August 2002
Wells Fargo September 1996 - January 2000
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Real Estate, Credit, Loans, Banking, Customer Relations, Credit Analysis, Financial Analysis, Underwriting, Portfolio Management, Customer Service, Cash Management, Credit Risk
Education
California Polytechnic State University-San Luis Obispo 1990 — 1993
Bachelors, Business Management
Ben Pang's Wells Fargo Bank Experience January 2010 - Present
Job Sales Specialist Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank January 2010 - Present
Countrywide Full Spectrum Lending April 2005 - December 2008
Education
California State Polytechnic University-Pomona 1999 — 2004
Bachelor of Science, Business Administration
Wells Fargo Bank January 2010 - Present
Countrywide Full Spectrum Lending April 2005 - December 2008
Education
California State Polytechnic University-Pomona 1999 — 2004
Bachelor of Science, Business Administration
Andrew Mansfield's Wells Fargo Bank Experience 1992 - 2002
Job SVP Retail Banking at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank January 2008 - Present
Wells Fargo 2007 - 2008
Wells Fargo 2005 - 2007
Wells Fargo 2002 - 2005
Wells Fargo Bank 1992 - 2002
Skills
Retail Banking, Small Business Lending, Banking, Consumer Lending, Loans, Commercial Lending, Credit, Credit Analysis, Loan Origination, Coaching, Sales Management, Commercial Banking, Mortgage Lending, Underwriting, Mortgage Banking, Team Building, Branch Management, Cross Selling
Education
Western State University College of Law 2000 — 2004
doctorate of law, law
Darden, Graduate School of Banking 2001 — 2003
banking school, banking
California State Polytechnic University-Pomona 1991 — 1994
bus admin, finance, real estate, and law
Fifth Third Bank January 2008 - Present
Wells Fargo 2007 - 2008
Wells Fargo 2005 - 2007
Wells Fargo 2002 - 2005
Wells Fargo Bank 1992 - 2002
Skills
Retail Banking, Small Business Lending, Banking, Consumer Lending, Loans, Commercial Lending, Credit, Credit Analysis, Loan Origination, Coaching, Sales Management, Commercial Banking, Mortgage Lending, Underwriting, Mortgage Banking, Team Building, Branch Management, Cross Selling
Education
Western State University College of Law 2000 — 2004
doctorate of law, law
Darden, Graduate School of Banking 2001 — 2003
banking school, banking
California State Polytechnic University-Pomona 1991 — 1994
bus admin, finance, real estate, and law
Lucas Serrano's Wells Fargo Bank Experience June 2003 - July 2004
Job Office Assistant at Armstrong Garden Centers, Inc.
Industry Marketing and Advertising
Experience
Armstrong Garden Centers, Inc. May 2006 - January 2012
Wells Fargo Bank June 2003 - July 2004
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Public Speaking, Photoshop, PowerPoint, Outlook
Education
California State Polytechnic University-Pomona 2004 — 2011
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Armstrong Garden Centers, Inc. May 2006 - January 2012
Wells Fargo Bank June 2003 - July 2004
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Public Speaking, Photoshop, PowerPoint, Outlook
Education
California State Polytechnic University-Pomona 2004 — 2011
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Jaime Santos Alas's Wells Fargo Bank Experience June 2011 - Present
Job Business Specialist at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank June 2011 - Present
Skills
Loans, Credit, Mortgage Lending, Banking, Small Business Lending, Commercial Lending, Commercial Banking, Consumer Lending, Credit Analysis, Retail Banking, Wealth Management, Lines Of Credit
Education
California Polytechnic State University-San Luis Obispo 2000 — 2004
Bachelor's degree, Political Science
Wells Fargo Bank June 2011 - Present
Skills
Loans, Credit, Mortgage Lending, Banking, Small Business Lending, Commercial Lending, Commercial Banking, Consumer Lending, Credit Analysis, Retail Banking, Wealth Management, Lines Of Credit
Education
California Polytechnic State University-San Luis Obispo 2000 — 2004
Bachelor's degree, Political Science
Nancy Buckle's Wells Fargo Bank Experience August 2009 - Present
Job Underwriter at Wells Fargo Bank
Industry Financial Services
Experience
Abbot Downing 2012 - Present
Abbot Downing (a Wells Fargo Company) 2012 - Present
Wells Fargo Bank August 2009 - Present
Wells Fargo Bank May 2006 - January 2009
Wells Fargo February 1995 - May 2006
Skills
Mortgage Underwriting, Credit Analysis, Loans, Commercial Lending, Consumer Lending, Mortgage Lending, Underwriting, Credit, Lines Of Credit, Loan Origination, Small Business Lending, Asset Based Lending, Commercial Banking, Home Equity Loans, Credit Risk, Banking, Portfolio Management, Retail Banking, Relationship Management, Wealth Management
Education
California State Polytechnic University-Pomona 1991 — 1993
Master of Business Administration (MBA), MBA
University of Southern California 1985 — 1989
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, 3.5
Abbot Downing 2012 - Present
Abbot Downing (a Wells Fargo Company) 2012 - Present
Wells Fargo Bank August 2009 - Present
Wells Fargo Bank May 2006 - January 2009
Wells Fargo February 1995 - May 2006
Skills
Mortgage Underwriting, Credit Analysis, Loans, Commercial Lending, Consumer Lending, Mortgage Lending, Underwriting, Credit, Lines Of Credit, Loan Origination, Small Business Lending, Asset Based Lending, Commercial Banking, Home Equity Loans, Credit Risk, Banking, Portfolio Management, Retail Banking, Relationship Management, Wealth Management
Education
California State Polytechnic University-Pomona 1991 — 1993
Master of Business Administration (MBA), MBA
University of Southern California 1985 — 1989
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, 3.5
Kevork Balbalian's Wells Fargo Bank Experience December 2002 - May 2007
Job City National Bank
Industry Banking
Experience
City National Bank January 2013 - Present
Comerica Bank April 2010 - June 2012
Federal Reserve Bank of San Francisco June 2007 - December 2009
Wells Fargo Bank December 2002 - May 2007
Wells Fargo Bank December 1999 - November 2002
Skills
Employee Training, Leadership, Payments, Performance Management, Coaching, Banking, Process Improvement
Education
Cal Poly Pomona 1999 — 2002
Bachelor of Business Administration (BBA)
City National Bank January 2013 - Present
Comerica Bank April 2010 - June 2012
Federal Reserve Bank of San Francisco June 2007 - December 2009
Wells Fargo Bank December 2002 - May 2007
Wells Fargo Bank December 1999 - November 2002
Skills
Employee Training, Leadership, Payments, Performance Management, Coaching, Banking, Process Improvement
Education
Cal Poly Pomona 1999 — 2002
Bachelor of Business Administration (BBA)
Shellie Phillips's Wells Fargo Bank Experience April 2006 - Present
Job Vice President in Regional Market Growth Strategies, Small Business Credit at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank April 2006 - Present
Wells Fargo Bank March 1998 - April 2006
Skills
Banking, Relationship Management, Financial Services, Cross Selling, Loans, Credit, Portfolio Management, Mortgage Lending, Retail Banking, Strategic Planning, Consumer Lending, Customer Acquisition, Analytics, Financial Analysis, Marketing
Education
Cal Poly Pomona 2003 — 2007
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Cal Poly Pomona 1999 — 2002
Bachelor of Science (B.S.), Business Administration, Management and Operations
Wells Fargo Bank April 2006 - Present
Wells Fargo Bank March 1998 - April 2006
Skills
Banking, Relationship Management, Financial Services, Cross Selling, Loans, Credit, Portfolio Management, Mortgage Lending, Retail Banking, Strategic Planning, Consumer Lending, Customer Acquisition, Analytics, Financial Analysis, Marketing
Education
Cal Poly Pomona 2003 — 2007
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Cal Poly Pomona 1999 — 2002
Bachelor of Science (B.S.), Business Administration, Management and Operations
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank