Wells Fargo Bank
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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17,543 Wells Fargo Bank employees in database. Find out everything there's to know about Wells Fargo Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Bank Employees
Polar Systems, Inc. April 2015 - Present
ONABEN August 2014 - April 2015
Amazon.com 2013 - 2014
Girl Scouts of Oregon and Southwest Washington 2013 - 2013
Veritas Academy 2004 - 2010
E/O Exchange 2000 - 2001
City of Antioch 1999 - 2000
Pacific Union Residential Brokerage 1998 - 1999
Teleset 1996 - 1998
Wells Fargo Bank 1994 - 1996
Skills
Community Outreach, Volunteer Coordinator, Team Building, Project Management, Information Technology, Marketing, Team Leadership, Client Liaison, Marketing Research, Project Coordination, Social Media, Customer Service, Microsoft Office, Certified Trainer, Industry Analyst..., Information Security, Technical Writing, Servers, Software Documentation, Email Marketing, Social Networking, Technical Writer, Customer centric..., Research, Fundraising, Management, Training, Public Speaking, Public Relations, Newsletters, Customer Satisfaction, Program Management, Leadership, Editing, Strategy, Sales, Nonprofits, Event Planning, Event Management, Press Releases, Writing
Education
California State University-Hayward 1993 — 1995
Bachelor of Arts (B.A.)
Los Medanos College 1989 — 1993
Associate of Arts (A.A.)
Woodruff Sawyer September 2006 - Present
Allied North America 2004 - September 2006
Wells Fargo Bank 1997 - 2004
Skills
Insurance, Customer Service, Negotiation, Property & Casualty..., Marketing, Account Management, Analysis, Risk Management, New Business Development, Sales Management, Brokers, Casualty Insurance, Commercial Insurance, General Insurance
Education
California State University-Hayward 1998 — 2004
Bachelor in Business Administration, Marketing
Bay Area Beverage February 2015 - Present
G&K Services January 2012 - September 2014
CBS Interactive 2010 - 2011
IT Ascent 2005 - 2007
Wollberg/Michelson 2004 - 2005
Wells Fargo Bank 2002 - 2004
Skills
Recruiting, Customer Service, Applicant Tracking..., Customer Satisfaction, Talent Acquisition, Onboarding, Human Resources, Internet Recruiting, PeopleSoft, Employee Relations, Technical Recruiting, HRIS, Performance Management, College Recruiting, Training, Temporary Placement, New Hire Orientations, Benefits Administration, Hiring, Taleo
Education
California State University, Hayward
Bachelor's Degree, Human Development
California State University-Hayward
Certification, Human Resources Management
Kaiser Permanente October 2011 - Present
Genworth Financial Wealth Management February 2011 - September 2011
Wells Fargo Bank October 2009 - January 2011
JPMorgan Chase October 2008 - July 2009
Washington Mutual Card Services September 2006 - October 2008
Providian Financial November 2000 - May 2001
Providian Financial November 1999 - November 2000
Providian Financial June 1998 - November 1999
Providian Financial June 1995 - June 1998
Providian Financial June 1994 - June 1995
Education
California State University-East Bay 2009 — 2009
Certificate, Human Resources Management
California State University-Hayward 2004 — 2006
BS Psychology with Industrial/Organizational Psychology Option, Psychology
City National Bank June 2004 - Present
Wells Fargo Bank May 1994 - June 2004
Skills
Commercial Banking, Commercial Lending, Loans, Credit, Banking, Credit Analysis, Small Business Lending, Portfolio Management, Relationship Management, Mortgage Lending, Underwriting, Retail Banking
Education
California State University-East Bay 2002 — 2004
Bachelor of Science, Business, Management, Marketing, and Related Support Services
Wright Kim Douglas, A Law Corporation July 2011 - Present
McCullough & Wright, APLC 2008 - 2011
Lauriann Wright, APLC 1994 - 2008
Wells Fargo Bank January 1990 - August 1991
Bank of America January 1988 - December 1989
Skills
Mediation, Trusts, Estate Law, Elder Law, Litigation, Civil Litigation, Wills, Conservatorships, Powers of Attorney, Arbitration, Appeals, Courts, Trials, Estate Planning, Guardianship, Family Law, Business Litigation, Class Actions, Real Estate, Alternative Dispute..., Corporate Law, Bankruptcy, Criminal Defense, Personal Injury, Estate Administration, Dispute Resolution, Employment Law, Trade Secrets, Legal Advice, Dispute, Legal Research, Property Law, Commercial Litigation, Immigration Law, Trial Practice, Depositions, Construction Law, Torts, Wrongful Death
Education
University of California, Hastings College of the Law 1991 — 1994
Doctor of Law (J.D.)
California State University-Fullerton 1987 — 1991
Bachelor of Arts, Business Administration/ Economics Minor
San Francisco Federal Credit Union August 2013 - Present
Chevron Federal Credit Union August 2004 - August 2013
First Metropolitan Credit Union 2002 - 2004
Operating Engineers Federal Credit Union 2001 - 2002
Charles Schwab & Co 2000 - 2001
Wells Fargo Bank 1991 - 2000
Skills
Consumer Lending, Microsoft Office, Customer Service, Credit, Employee Relations, Credit Unions, Customer Relations, Management, Financial Analysis, Team Building, Financial Services, Training, Loans, Microsoft Excel, Human Resources, Banking
Education
California State University-East Bay 2008 — 2011
Bachelor of Science, Business Administration
Diablo Valley College 1997 — 2007
Associates, Liberal Arts
Health Net May 2014 - Present
Wells Fargo Bank July 2011 - May 2014
KloudData July 2011 - October 2011
Sears Holdings Corporation July 2008 - July 2011
Skills
Microsoft Excel, Financial Analysis, Finance, Customer Service, Microsoft Office, Business Analysis, Microsoft Word, Cash Management, Banking, Financial Modeling, Data Analysis, Accounting, Sales, Accounts Receivable
Education
California State University-East Bay 2015 — 2016
Master’s Degree, Health Care Administration
San Jose State University 2011 — 2013
Bachelor's degree, Finance
Chabot College 2009 — 2011
Associate's degree, Finance
Self Employed January 2012 - Present
Wells Fargo Home Mortgage January 2008 - January 2009
Wells Fargo Bank May 2004 - October 2007
FINANCIAL HERITAGE January 2003 - January 2004
E*TRADE Financial January 1999 - January 2003
Skills
Loans, Mortgage Lending, Banking, Credit Analysis, Business Development, Reverse Mortgages, Portfolio Management, New Business Development, Sales, Finance, Selling, Marketing, Loan Origination, Sales Operations, Contract Negotiation, Credit, Mortgage Banking, Underwriting, Refinance, Start-ups
Education
California State University-Hayward 1972 — 1974
Bachelor of Science (BS), Kinesiology and Exercise Science
COLLEGE OF SAN MATEO 1970 — 1972
Associate of Arts (AA), Finance, General
Umpqua Bank May 2013 - March 2015
Comerica Bank September 2012 - May 2013
Wells Fargo Bank January 2008 - October 2012
Skills
Training, Management, Customer Service, Banking, Sales, Credit, Loans, Coaching, Finance, Sales Management, Accounting, Process Scheduler, Branch Banking, New Business Development, Cross Selling
Education
California State University 2009 — 2011
Bachelor's degree, Sociology
California State University-East Bay 2008 — 2011
Bachelor of Arts (B.A.), Sociology, 3.5
Diablo Valley College 2004 — 2006
Political Science and Government
UC Santa Barbara October 2010 - Present
Wells Fargo Bank October 2009 - October 2010
Citrix Systems Inc June 2006 - October 2008
County of Santa Barbara February 2006 - June 2006
Accountemps April 2005 - February 2006
Skills
Salesforce.com, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Public Speaking, Microsoft Word, Outlook, Social Media, Accounting, Event Planning, Accounts Payable, Finance, Analysis, Data Analysis, Research, Leadership, Non-profits, New Business Development, Social Media Marketing, Financial Reporting, Marketing, Sales, Facebook, Budgets, Access, Accounts Receivable, Public Relations
Education
California State University-Fullerton
Master of Science (M.S.), Information Technology
Santa Barbara City College
Associate of Science (A.S.), Computer Information Systems
University of California, Santa Barbara
Marketing Professional Certificate
University of California, Santa Barbara
Certificate, Professional Accounting
University of California, Santa Barbara
BA, English
Lakewood High School 1992 — 1995
Wells Fargo Home Mortgage July 2008 - Present
JPMorgan Chase May 2007 - June 2008
Countrywide Home Loans May 2005 - April 2007
Wells Fargo Bank January 2000 - August 2002
Skills
Corporate Relocation, Home Finding, Mortgage Lending, FHA, Mortgage Banking, Refinance, Loan Origination, Loans, VA loans, First Time Home Buyers, FHA financing, Residential Mortgages, Investment Properties, Real Estate, Underwriting, Non conforming loans, puchase, excellent customer..., self employed borrowers, knowledge of the..., Non-Conforming, Relocation, Sellers, Portfolio Management, Home Equity Loans, Self-Employed Borrowers, Real Estate Financing, REO, Short Sales, Banking, Investors, Finance, Condos, Investments, Construction Loans, Government Loans, Certified Mortgage..., USDA, Credit, Commercial Mortgages, Mortgage Underwriting
Education
California State University-East Bay 2008 — 2012
Business/Marketing, Accounting / Finance
Wells Fargo Bank January 2007 - Present
Skills
Loans, Start-ups, Small Business Lending, Real Estate, Commercial Mortgages, Credit, Banking, Small Business, Commercial Lending, Loan Origination, Lines Of Credit, Mortgage Lending, Refinance, Commercial Banking, Mergers & Acquisitions, Commercial Real Estate, Business Development, SBA 504, Finance, Asset Based Lending, Portfolio Management
Education
California State University-Fullerton 1998 — 2003
Business Finance
SAFE Credit Union November 2013 - Present
U.S. Bank September 2012 - November 2013
Bridge Bank April 2012 - August 2012
First Bank 2006 - 2011
Wachovia, A Wells Fargo Company 2001 - 2006
Silicon Valley Bank 1995 - 2001
Wells Fargo Bank 1987 - 1995
Skills
Asset Based Lending, SBA, Small Business, Middle Market, Commercial Lending, Banking, Commercial Banking, Credit
Education
California State University-Hayward
Bachelor of Science, Business Administration
Wells Fargo Bank October 1997 - Present
Skills
Banking, Training, Loans, Credit, Team Building, Recruiting, Onboarding, Finance, Customer Service, Management, Insurance, Retail Banking, Mortgage Lending, Relationship Management, Sales
Education
Cal State Hayward 1997 — 2001
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Wells Fargo July 2014 - Present
Wells Fargo Bank March 2013 - July 2014
Wells Fargo 2008 - 2013
Wells Fargo Bank 2006 - 2008
Wells Fargo Bank 2004 - 2006
Skills
Banking, Credit, Commercial Banking, Loans, Relationship Management, Risk Management, Financial Services, Treasury Management, Case Management, Sales, Project Management, Treasury Services, Financial Analysis
Education
California State University-East Bay 2014 — 2015
MBA - Global Innovators
San Francisco State University 2001 — 2005
Bachelor degree, International Business
Ecole Nationale de Commerce, Bessieres, Paris 1994 — 1996
Associate degree equivalent, Business/Commerce, General
Salinger Properties January 2013 - Present
Salinger Properties January 2013 - Present
Wells Fargo bank January 1999 - March 2008
Skills
A keen knowledge of..., Communication and..., Marketing and..., Sales Process, Resellers, Real Estate, Selling, Sales, Customer Service, Listings, Investment Properties, Move Up Buyers, New Home Sales, Townhomes, ABR, SFR, Referrals, Waterfront, Buyers, Buyer Representation, Vacation Homes, New Homes, Relocation Buyers, Single Family Homes, Leadership, First Time Home Buyers, REO, Short Sales, Foreclosures, Condos, Sellers, Relocation, Real Estate Transactions, Management, Investors, Real Property, Luxury, Residential Homes
Education
California State University-Hayward 1998 — 2001
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management
US Bank December 2012 - Present
Wells Fargo Bank January 2006 - November 2012
Skills
Management, Credit, Small Business Lending, Retail Banking, Social Media Marketing, Banking, Sales, Microsoft Office, Loans, Team Building, Loan Origination, Marketing, Social Media, Mortgage Lending, Consumer Lending, Commercial Banking, Residential Mortgages, Leadership, Small Business, VA loans, Business Development, Sales Management, Customer Service, Coaching, Retail, Strategic Planning, Account Management, Cold Calling, Team Leadership, Lines Of Credit, Microsoft Excel, Strategy, Cross Selling, Deposits, Branch Management, Microsoft Word, Refinance, First Time Home Buyers, SBA, Relationship Management, Branch Banking, Home Equity Lines of..., PowerPoint, Customer Retention, Home Equity Loans, Treasury Management, Commercial Lending, Credit Analysis, Mortgage Banking, Financial Analysis
Education
California State University-East Bay 2003 — 2009
Bachelor of Business Administration (BBA), Accounting and Business/Management
Wells Fargo July 2014 - Present
Wells Fargo October 2013 - July 2014
Wells Fargo Bank June 2010 - October 2013
Kaiser Permanente April 2013 - June 2013
Wells Fargo February 2006 - May 2010
Skills
Consumer Lending, Cross Selling, Retail Banking, Loans, Credit, Relationship Management, Team Building, Sales, Management, Leadership, Customer Service, Microsoft Office
Education
California State University-East Bay
Bachelor's degree, Health/Health Care Administration/Management
Lytx Inc. January 2015 - Present
Comfort Keepers April 2013 - January 2015
Lorenz Fiduciary Services July 2010 - March 2013
Wells Fargo Bank October 2007 - July 2010
Skills
Estate Planning, Microsoft Office, Research, Succession Planning, Customer Service, Negotiation, Public Speaking, Credit, Trusts, Event Planning, Spanish, Social Media, Public Relations, Probation, Long-term Care, Marketing, Management, Sales, Time Management, Analysis, CRM, Wealth Management, Nonprofits, Customer Satisfaction, Finance, Small Business, Coaching, Leadership, Insurance, Fixed Annuities, Financial Planners, Strategic Financial..., Retirement, Accounting, Financial Advisory, Strategic Planning, Retirement Planning, Wealth, Team Building, Financial Services, Social Networking, Business Planning, Fundraising, Business Development
Education
California State University-Fullerton 2011 — 2012
Certificate in Professional Fiduciary Management
Sonoma State UniversityRohnert 2003 — 2007
B.A, Criminology and Criminal Justice
HomeStreet Bank July 2015 - Present
Vertafore July 2012 - April 2014
Wells Fargo Bank March 2011 - May 2012
Wells Fargo October 2005 - February 2011
Wells Fargo May 2003 - September 2005
Wells Fargo May 2002 - May 2003
Wells Fargo September 1998 - September 2000
Skills
Customer Retention, Customer Service, Sales, Sales Management, Insurance, Finance, Financial Analysis, Account Management, Mortgage Banking, Investments, Salesforce.com, Relationship Management, Mortgage Lending, Business Development, Management, Leadership, Retail Banking, Cold Calling, Strategic Planning, Marketing, Customer Experience, Commercial Lending, Risk Management, Strategy, SaaS
Education
California State University-Hayward
Bachelor of Science (B.S.), Health Services/Allied Health/Health Sciences, General
JPMorgan Chase November 2012 - Present
Wells Fargo January 2012 - November 2012
Wells Fargo Bank November 2011 - October 2012
Wells Fargo Bank June 2010 - September 2010
Skills
Tri-lingual, Profit, Teamwork, Cold Calling, Customer Retention, Consumer Lending, Commercial Lending, Loan Origination, New Business..., Series 63, Direct Sales, Relationship Management, Business Development, Leadership, Business Analysis, Retail Banking, Finance, Customer Service, Sales, Sales Management, Microsoft Office, Banking
Education
California State University-Fullerton 2007 — 2009
Bachelors, Major: English - Minor: Political Science
El Camino College 2005 — 2007
Associates in Arts, English . Political Science . Sociology
California State University, Fullerton August 2015 - Present
EY June 2015 - August 2015
California State University, Fullerton May 2014 - May 2015
California State University, Fullerton August 2013 - May 2014
Bank of the West March 2009 - February 2013
Wells Fargo Bank August 2007 - October 2008
Skills
Auditing, Banking, Management, Operations Management, Accounting, Finance, Customer Service, Leadership, Microsoft Excel, Retail Banking, Microsoft Word, Answering Phones, Telephone Skills, Loans, Microsoft Office, Branch Operation, Analysis, Outlook, Teamwork, Internal Audit, Branch Banking, 10 Key, PowerPoint, Financial Accounting, Data Entry, Tutoring, Event Planning, Public Speaking, Compliance, Deposits, Office Management, Financial Reporting, Tax Preparation, Team Leadership
Education
California State University-Fullerton 2011 — 2015
Master of Science, Accountancy, 3.92 of 4.00
Mt. San Antonio College 2009 — 2011
University of California, Berkeley 2003 — 2007
Bachelor of Arts, Anthropology, 3.09 of 4.00
Cars.com October 2014 - Present
Integrity Payment Systems May 2014 - October 2014
Safeway February 2012 - February 2014
Sephora October 2011 - February 2012
Wells Fargo Bank May 2011 - September 2011
Wells Fargo Bank August 2010 - May 2011
CashEdge October 2008 - May 2010
CashEdge June 2008 - October 2008
CashEdge June 2007 - June 2008
Bank of America September 2006 - June 2007
Skills
Security, Enforcement, Call Center, Customer Service, Software Documentation, Process Improvement, Financial Risk, Analysis, Team Building, Outlook, Background Checks, Microsoft Excel, Fraud, Investigation, Credit Cards, Fraud Detection, Risk Analysis, Training, PowerPoint, AML, Microsoft Office, Risk Assessment, Recruiting, Call Centers, Project Planning
Education
California State University-East Bay 2004 — 2009
Business Administration
Abraham Lincoln High School
Alameda County December 2013 - Present
Robert Half Legal 2012 - 2013
Family Law Group August 2012 - November 2012
Contra Costa County January 2012 - August 2012
Wells Fargo Bank November 2008 - October 2009
WACHOVIA BANK /WORLD SAVINGS & LOANS January 2004 - February 2008
ROYAL & SUNALLIANCE/VIKING INSURANCE May 2000 - November 2002
CALIFORNIA STATE AUTOMOBILE ASSOCIATION January 1996 - May 2000
Skills
Microsoft Office, Westlaw, Pleadings, Table of Contents, Table of Authorities, LexisNexis, Calendaring, Legal Documents, Legal Writing, Personal Injury, Corporate Law, Licensing, Notary Public, Civil Litigation, Legal Research, Contract Negotiation, Arbitration, Family Law
Education
California State University-East Bay 2011 — 2012
ABA Certificated, Paralegal, 3.6
California State University-East Bay 1990 — 1994
BACHELOR OF ARTS, HISTORY
Rancho Arroyo
Wells Fargo Bank May 2011 - Present
Stratizon Corporation November 2006 - November 2008
The Home Depot August 1997 - August 2006
Syntellect November 1995 - August 1997
The Marketing Workshop Inc May 1995 - November 1995
Skills
SQL, Java, Analysis, Informix 4GL, Unix Shell Scripting, SQR, Programming, Troubleshooting, Software Development, Project Management, SDLC, Integration, Software Project..., Leadership, IT Management, Business Analysis
Education
California State University-Fullerton
BA, Business Administration/Finance
Gwinnett Technical College
AAT, Computer Programming Technology
Legacy Real Estate & Associates June 2010 - Present
Wells Fargo Bank April 2002 - June 2010
Wells Fargo Bank July 1996 - April 2002
Wells Fargo Bank January 1995 - July 1996
Wells Fargo Bank February 1993 - January 1995
Wells Fargo Bank January 1992 - February 1993
Skills
Real Estate Transactions, Negotiation, Real Estate, REO, First Time Home Buyers, Short Sales, Foreclosures, Investment Properties, Sellers, Relocation, Referrals, Condos, Residential Homes, Selling, Listings, Single Family Homes, Property, Contract Negotiation, Brokerage, SFR, 1031 Exchanges, ABR, Investors, Buyer Representation, Investments, Buyers, New Home Sales, Luxury, Move Up Buyers, Townhomes, Income Properties, Real Property, Vacation Homes, Relocation Buyers
Education
Graduate REALTOR® Institute (NAR) 2010 — 2010
GRI, Real Estate
Lumbleau School of Real Estate 2009 — 2009
California State University-East Bay 1991 — 1996
James Logan High School 1987 — 1991
Trinity Event Planners 2008 - Present
Lawrence Berkeley National Laboratory June 1996 - Present
Wells Fargo bank 1995 - 1996
Skills
Unix, Perl, Access, Event Planning, High Performance..., Customer Service, Virtualization, Corporate Events
Education
Cal State Hayward 1985 — 1988
BS, Computer Science and minor in Mathematics
U.C. Davis 1982 — 1985
The German American International School September 2013 - Present
Modern American School September 2010 - June 2013
New Haven Unified School District February 2008 - June 2008
New Haven Unified School District October 2006 - February 2008
Kidango July 2007 - August 2007
Farmers Insurance June 2005 - June 2006
Wells Fargo Bank April 2005 - June 2005
Skills
Teaching, Curriculum Design, Curriculum Development, Tutoring, Classroom, Staff Development, Lesson Planning, Public Speaking, Classroom Management, Educational Leadership, Editing, Educational Technology, Community Outreach, Teacher Training, Program Development, Research, Higher Education
Education
The American University in Cairo 2008 — 2012
MA, Migration and Refugee Studies
California State University-East Bay 2007 — 2007
TESOL Certificate Program
University of California, Berkeley 2006 — 2006
University of California, Davis 2000 — 2005
BA, Classical Civilizations
CROSSMARK June 2008 - June 2011
Wells Fargo Bank December 1995 - September 2003
Education
California State University-East Bay 1995 — 1998
Liberal Arts, English
Sutter Health September 2013 - Present
First American Title April 2012 - August 2013
North American Title April 2003 - December 2010
National Closing Solutions May 2002 - April 2003
North American Title February 1999 - February 2001
California Construction Machinery and Equiqment September 1990 - April 1992
Wells Fargo Bank August 1983 - July 1990
Skills
Refinance
Education
California State University-East Bay
B.S., Recreation
Project Management Consulting, Inc. September 1994 - Present
Wipro November 2009 - May 2015
Bio-Rad Laboratories December 2008 - December 2008
Genworth Financial April 2007 - June 2008
Honeywell - Global Technology Services September 2006 - March 2007
Amgen May 2004 - July 2006
Wells Fargo Bank July 1999 - February 2004
Fidelity Federal Bank April 1998 - July 1999
Aviant May 1997 - April 1998
Xerox February 1996 - April 1998
Skills
IT Audit, Corporate Governance, PMO, Risk Management, Compliance, Process Engineering, Program Management, Process Improvement, ERP, PMP, Change Management, Project Implementation, Business Process, ITIL, Integration, Business Process..., SDLC, Strategic Planning, Team Building, IT Strategy, IT Management, SOX, Project Portfolio..., Planning, Outsourcing, IT Governance, Management Consulting, Risk Mitigation, Vendor Management, Project Planning, IT Service Management, Quality Assurance, Business Strategy, Business Management, Testing, Requirements Analysis, Customer Relations, Data Warehousing, SAP, Product Development, Software Project..., Project Management, Management, Strategy, Six Sigma, Sarbanes-Oxley Act, Governance
Education
(ISACA) Information Systems Audit and Control Association 1998 — 1999
CISA, Information Systems Auditing
University of Southern California 1987 — 1992
MBA, Organizational Development and Marketing
Project Management Institute 1987 — 1988
PMP, Project Management
California State University-Fullerton 1983 — 1986
BA, Management Information Systems
Certified Scrum Master
ISACA - Certified in Risk and Information Systems Control (CRISC)
ITIL Certification
Information Technology Infrastructure Library (ITIL) Certified - Version 3
Wells Fargo Bank October 2003 - Present
Chevys, Inc, 1997 - 2003
SoftBank 1995 - 1997
Catellus Development Corporation 1993 - 1995
Prometheus Development Company 1988 - 1993
Skills
Banking, Commercial Banking, Credit, Loans, Team Building, Credit Analysis, Customer Service, Portfolio Management, Relationship Management, Management, Financial Services, Cash Management
Education
California State University-East Bay 1986 — 1988
Bachelor of Science (B.S.), Finance, General
Kaiser Permanente April 2014 - Present
Kaiser Permanente May 2013 - April 2014
Kaiser Permanente September 2012 - May 2013
Wells Fargo Bank July 2007 - May 2013
franco uomo desingers April 2006 - June 2007
Skills
Portfolio Management, Financial Analysis, Finance, Business Analysis, Financial Reporting, Insurance, Accounting, SDLC, Process Improvement, Forecasting, Internal Controls, Management, Support Services..., Customer Service, Marketing, Sales, Employee Training, Microsoft Excel, Cross-functional Team..., Team Building
Education
California State University-East Bay 2013 — 2014
Masters of Business Administration
California State University-East Bay 2007 — 2011
business management, management, finance
California State University-Hayward 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Maritz Travel Company February 2012 - Present
Novartis Vaccines and Diagnostics April 2007 - January 2010
Meeting Professionals International April 2006 - April 2007
RW3 Technologies February 2005 - October 2005
Wells Fargo Bank February 2004 - October 2004
Dudum Enterprises October 2003 - January 2004
Head Start Association June 2002 - June 2003
Diablo Ballet Company May 2001 - August 2001
Skills
Event Management, Event Planning, Marketing, Trade Shows, Leadership, Corporate Events, Training, Management, Budgets, Sales, Program Management, Press Releases, Hotels, Public Speaking, Project Planning
Education
Cal State Hayward 1996 — 2000
B.A, English
pro net 2010 - 2011
First Bank November 2002 - September 2010
Wells Fargo Bank January 1998 - 2002
Wells Fargo Bank January 1997 - January 1998
Wells Fargo Bank January 1996 - January 1997
Skills
Firearms instructor, Surveillance, Physical Security, Security, Firearms, Protection, Emergency Management, Security Management, Executive Protection, Access Control, Risk Assessment, Compliance, Policy, Security Operations, Team Building, Problem Solving, Security+, Loss Prevention, Operations Management, Strategic Planning, Investigations, CCTV, Risk Management, Budgeting, Business Continuity, Corporate Security, Alarms, Private Investigations, Property Management, Alarm Systems, Fraud, IP Cameras, Close Protection, Enforcement, Asset Protection, Personal Protection, Investigation, Interrogation, Networking, Project Planning, Counterterrorism, Vendor Management, Training, Crisis Management, Crime Prevention, Budgets, Police, Supervisory Skills, Interviews, Security Training
Education
Sonoma State University 1981 — 1983
Small Business Management
California State University-Fullerton 1975 — 1977
BA, Criminal Justice/Business
Pearson plc, GlobalEnglish September 2013 - Present
GT Nexus, Inc April 2006 - September 2013
RelayHealth November 2000 - March 2006
US Web/CKS November 1999 - May 2000
Visa International August 1993 - November 1999
Wells Fargo Bank February 1991 - July 1993
Skills
Financial Analysis, Business Process..., Financial Modeling, Software Implementation, Critical Thinking, Finance, Supply Chain, Business Strategy, Mergers & Acquisitions, EDI, Corporate Finance, Financial Accounting, Business Analysis, Business Development, Managerial Finance, Cost Accounting, Management, GAAP, US GAAP, Team Leadership, Management Consulting, Financial Reporting, Supply Chain Management, Analysis, Supply Chain Consulting, Due Diligence, Revenue Recognition, General Ledger, ERP, Analytical Skills, Start-ups, Sarbanes-Oxley Act, Project Management, Strategy, Accounting, Microsoft Excel, Business Process, Mergers, Cash Management, Strategic Planning, Change Management, Process Improvement, Cross-functional Team..., Consolidation, Forecasting, Team Building, Auditing, Risk Management, Internal Controls, SaaS
Education
California State University-East Bay 1997 — 1999
MBA, Finance
San Francisco State University, College of Business
BS, Accounting
Stanwood Cupcakes October 2010 - Present
Wells Fargo Home Mortgage January 2000 - December 2008
Wells Fargo Bank January 1995 - December 2000
Northshore and Everett School Districts January 1992 - January 1993
Skills
Leadership, Recruiting, Management, Human Resources, Marketing, Sales, Financial Analysis, Administrative..., Calendaring, Travel Arrangements, Outlook, Spreadsheets, Calendars, Data Entry, Office Management, Confidentiality, Expense Reports, Concur, Fax, File Management
Education
California State University-East Bay 1970 — 1972
Under Graduate
Westfield April 2015 - Present
Westfield July 2012 - March 2015
Wells Fargo Bank June 2011 - January 2012
UCLA August 2010 - March 2011
US Army June 2006 - December 2009
Skills
Property Management, Management, Training, Policy, Military, Security Clearance, Security Management, Security, Program Management, Public Speaking, Event Planning, Event Management, Fundraising, Research, Analysis, International Relations, Government, Political Science, Weapons, Firearms, Counterinsurgency, Psychological Operations, Intelligence Analysis, HUMINT, Microsoft Office, Inventory Management, National Security, Leadership
Education
Vanderbilt University 2002 — 2006
B.A, Political Science
California State University-Fullerton
Corporate Security Management, 4.0
SourceMedia January 2014 - Present
SourceMedia September 2011 - Present
Digitas January 2010 - December 2011
PointRoll April 2009 - April 2010
Wunderman Team Detroit September 2007 - February 2009
Truth Agency September 2003 - August 2007
Wells Fargo Bank 1997 - 2001
Skills
Digital Media, Online Advertising, Social Media, Strategic Planning, Customer Relations, Advertising Sales &..., Project Mangement, Account Management, Project Management, Ad Serving, Marketing Communications, Customer Service, Lead Generation, Strategic Partnerships, Creative Direction, Digital Marketing, Analytics, Digital Strategy, Strategy, Management, Advertising, Email Marketing, Marketing, Integrated Marketing, Interactive Advertising
Education
California State University-Fullerton 1997 — 2002
Bachelors, Communications, Advertising
California State University-Fullerton
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Seacoast Commerce Bank August 2015 - Present
Wells Fargo Bank April 2014 - August 2015
Umpqua Bank (formerly Sterling Bank and Commerce National Bank) April 2010 - April 2014
Comerica Bank October 2000 - April 2010
The Money Store Investment Corporation July 1995 - October 2000
Skills
Commercial Lending, Loans, SBA, Small Business Lending, Mortgage Lending, Commercial Banking, Credit, Business Development, Credit Analysis, Banking, Real Estate, Loan Origination, Commercial Mortgages, Finance, Underwriting, Sales, Consumer Lending, Small Business, Mergers & Acquisitions, Strategic Planning, Business Planning, Leadership, Marketing, Credit Risk, New Business Development, Team Building
Education
California State University-Fullerton
Bachelor of Arts, Business Administration
BBVA Compass September 2014 - Present
Wells Fargo West Coast Business Banking Group August 2013 - August 2014
Wells Fargo West Coast Business Banking Group December 2007 - September 2013
Wells Fargo Bank March 2006 - December 2007
Bank of America February 1998 - May 2006
Always Loving Home Care January 2001 - August 2003
Skills
Business Development, Real Estate, Commercial Lending, Equipment Finance, Line of Credit, Risk Management, Treasury Management, Financial Analysis, Credit Structure, Foreign Exchange, SBA, Letters of Credit, Mortgage, Private Banking, Private Equity, Financial Products, Commercial Banking, Cross Selling, Mortgage Lending, Financial Services, Loans, Finance, Underwriting, Analysis, Banking, Commercial Mortgages, Credit, Credit Analysis, Portfolio Management, Relationship Management, Sales, Small Business Lending, Lines Of Credit, Loan Origination, Asset Based Lending, Strategic Financial..., Financial Planning
Education
Saddleback College 2010 — 2010
Real Estate
California State University-Fullerton 2003 — 2005
BS, Business Adminstration - Management
Wells Fargo Bank April 2013 - Present
U.S. Bank 2011 - 2012
Skills
Banking, Credit, Credit Analysis, Loans, Retail Banking, Consumer Lending, Mortgage Lending, Cash Management, MS Project, Call Centers, Commercial Banking, Financial Analysis, Microsoft Office, Cross-functional Team..., Sales, Customer Service, Relationship Management, Small Business Lending, Commercial Lending, Project Planning, Problem Solving, Project Management, Sales Process, Profit, Product Design, SAP, Customer Satisfaction, Project Coordination, Marketing Research, Timberline Accounting, Merlin, Fusion, Wizard, Competitive Analysis, Finance, Management, Financial Services, Lines Of Credit, Leadership, Loan Origination, Portfolio Management, BLAST, SVP, SVT, Prospector, HOGAN, Retirement Savings
Education
California State University-East Bay 2012 — 2013
Bachelor's of Science, Business Administration, Corporate Management & Finance
California State University-Sacramento 2009 — 2011
Bachelor's of Science, Business Administration and Management
San Francisco State University 2014 — 2017
International Relations and Affairs
Wells Fargo Bank VolunteerNational Park Service Volunteers-In-ParksJanuary 2000 - January 2014
Skills
Banking, Risk Management, Management, Financial Services, Customer Service, Investments, Credit, Leadership, Financial Analysis, Finance
Education
California State University-East Bay 2003 — 2012
Master's degree, Geography and Cartography
University of California, Berkeley
Bachelor's degree, Psychology
Wells Fargo Bank November 2010 - March 2014
Skills
Banking, Credit, Loans, Finance, Investments, Credit Analysis, Commercial Banking, Retirement Planning, Mortgage Lending, Strategic Financial..., Series 63, Series 6, Relationship Management, Cross Selling, Lines Of Credit, Customer Service, Marketing, Sales, Building Relationships, Marketing Communications, Communication Skills, Time Management, Home Equity Loans, Research, Writing, Financial Planning, Photoshop, Content Writing, Social Media, Social Media Marketing, Google Adwords, WordPress, Online Content Creation, Creative Content..., Microsoft Office
Education
California State University-East Bay 2015 — 2015
California State University-East Bay
Lockton Companies April 2015 - Present
Alliant Insurance Services February 2011 - August 2013
PLAN C Agency August 2010 - February 2011
Millennium Corporate Solutions May 2007 - August 2010
Wells Fargo Bank August 2003 - May 2007
Vizion One August 2002 - August 2003
Skills
Insurance, Leadership, Strategic Planning, Customer Service, Budgets, Social Media, Process Improvement, HR Consulting, Public Relations, Microsoft Excel, Time Management, Customer Relations, Benefits Administration, Teamwork, Negotiation, Microsoft Office, Public Speaking, Marketing Strategy, Account Management, Underwriting, Employee Benefits, New Business Development, Disability Insurance, Proposal Writing, Administration, Access, Excel, Budgeting, Market Planning, Banking, Retail, RFP, Word, Outlook, PowerPoint, Market Research, Promotions, Problem Solving, Employee Relations, Advertising, Compliance, Mentoring, Social Networking, Vendor Relations, Writing, Scheduling, Research, Team Leadership, Contract Negotiation, Forecasting
Education
Hult International Business School 2013 — 2014
Master of Business Administration (M.B.A.)
California State University-Fullerton 2003 — 2005
B.A., Business Marketing
Palomar College 2000 — 2003
Associates Degree, Liberal Studies
AOL November 2012 - Present
CBS Local Media CBS Radio May 2007 - November 2012
Entercom Corporation June 2005 - May 2007
Heritage Bank of Commerce August 2004 - June 2005
Wells Fargo Bank September 1998 - April 2004
Skills
Outlook, Excel, PowerPoint, Notary Republic, Illustrator, Photoshop, Adobe Acrobat, DFP DART, ANDO MEDIA, Mac OS X, Event Planning, Microsoft Word, Wordpress, Social Media, Online Advertising, Radio Broadcasting, Radio Promotions, Radio Advertising, Digital Marketing, Marketing, Marketo, Microsoft Excel, Digital Media, Advertising, Integrated Marketing, Customer Service, Event Management, Email Marketing, Online Marketing, B2B Marketing, Direct Marketing, Marketing Communications, Salesforce.com
Education
California State University-Hayward 1998 — 2002
Bachelor of Arts Degree, Mass Communication; Advertising and Broadcasting
James Logan
Thomson Reuters July 2014 - Present
California State University, East Bay December 2012 - June 2014
Nielsen March 2009 - April 2011
Wells Fargo Bank September 2007 - December 2008
Bank of America June 2005 - September 2007
Skills
Troubleshooting, Data Analysis, Analysis, Customer Service, Software Documentation, Project Management, Networking, Microsoft Office, Microsoft Project, Business Strategy, Ghost Imaging, Visio, Security, Databases, Computer Hardware, Business Analytics, Business Intelligence..., Decision Sciences, Business Process..., Strategic Thinking, Logistics Management, Supply Chain Management, Operations Management, Hardware, Software Installation, Bomgar, Deep Freeze, MySQL
Education
California State University-Hayward 2011 — 2014
Bachelor of Science, Business Administration; Information Technology Management and Supply Chain Management Option, 3.70
Heald College 2009 — 2011
Associates of Arts; Associates of Applied Science Degree, Information Technology
Performance Contracting, Inc. January 2008 - Present
PK Development, Inc. September 2006 - December 2007
Tina Thomson Communications May 2005 - December 2007
Wells Fargo Bank September 2004 - May 2005
Skills
Event Planning, Social Networking, Marketing Communications, Creative Writing, Proposal Writing, Speech Writing, Newsletter Production, Marketing Strategy, Organizational..., Teamwork, Press Release..., Advertising, Business Networking, Vendor Relationships, Budget Setting, Commercial Photography, Brochure Production, Media Production, Business Development, Building Relationships, Cross Functional..., Brand Development, Corporate Communications, Media Relations, Event Management, Social Media Marketing, Social Media, Leadership, Marketing
Education
California State University-Fullerton 2002 — 2005
Bachelor of Arts in Communications, Public Relations
Pasadena City College 2000 — 2002
Associate of Arts, Broadcast Journalism
La Serna High School
StrongView July 2015 - Present
StrongView February 2014 - June 2015
ECalix Inc March 2013 - February 2014
Symantec August 2011 - August 2012
Cisco Systems January 2008 - August 2011
Acxiom July 2006 - January 2008
Wells Fargo Bank November 2003 - March 2006
Skills
Email Marketing, SEM, Analytics, E-commerce, Content Management, Digital Marketing, Segmentation, Program Management, Social Media, Management, Marketing, Database Marketing, Data Analysis, Marketing Automation, Campaign Management, Multi-channel Marketing, Lead Generation, Salesforce.com, CRM, Web Analytics, Direct Marketing
Education
California State University-East Bay
Master of Business Administration (MBA), Marketing
DeVry University
Bachelor's of Science, Electronics Engineering Technology, Summa cum Laude
Vietnamese Eucharistic Youth Society September 2007 - Present
Fasttrak Insurance Services, Inc. 2012 - November 2013
Wells Fargo Bank August 2011 - August 2012
Saigon Central Post August 2009 - January 2011
Heaven's Delight October 2007 - June 2009
Skills
Leadership, Customer Service, Management, Accounting, Process Improvement, Budgets, Research, Finance, Customer Satisfaction, Teamwork, Auditing, Microsoft Excel, Payroll
Education
California State University-Fullerton 2011 — 2015
Masters, Accountancy
University of California, Irvine 2007 — 2011
Bachelors of Art, Business Economics
Huntington Beach High School 2004 — 2007
Wells Fargo Bank January 2011 - Present
Rosetta Stone August 2007 - August 2009
Valley Health Center January 2007 - June 2008
Dr. Hong Huu Bui M.D. December 2007 - May 2008
Papaya Clothing Store June 2004 - August 2004
Education
Cal State Hayward 2008 — 2010
Bachelor of Sciences, Marketing Management and Finance
De Anza College 2005 — 2008
Associates of Arts, Finance and Accounting
Infinite Insights Marketing & Strategy Consultants March 2006 - Present
Wells Fargo Bank January 2010 - December 2012
Wells Fargo Bank July 2008 - December 2009
Northern California Minority Business Development Center January 2004 - March 2006
Soft Sheen Products (L'Oreal) February 1995 - August 1998
McKinsey & Company 1992 - 1995
Deloitte & Touche 1987 - 1990
Skills
Strategic Planning, Management Consulting, Competitive Analysis, Marketing Strategy, Market Research, Market Planning, Financial Analysis, Business Strategy, Cross-functional Team..., Marketing Research, Strategic Partnerships, Strategy Development, Public Speaking, Team Building, Entrepreneurship, Advertising, Strategy, Budgets, Start-ups, Program Management, Business Planning, Leadership, Management, Nonprofits, Analytics, Leadership Development, Marketing, Coaching, Analysis, Sales, Product Development, CRM
Education
California State University-East Bay 2015 — 2015
Social Media Marketing Certificate
Northwestern University - Kellogg School of Management 1990 — 1992
Master of Business Administration (MBA)
Stanford University 1983 — 1987
BA
Wells Fargo Bank August 2011 - Present
Wells Fargo May 2008 - August 2011
USF Reddaway March 2005 - November 2007
Central Freight Lines June 2002 - March 2005
Relizon Company August 1999 - July 2002
Skills
CRM, Coaching, Commercial Banking, Contract Negotiation, Customer Service, Finance, New Business Development, Lines Of Credit, Business Development, Management, Mortgage Lending, Marketing Automation, Negotiation, Lead Generation, Sales, Banking, Sales Management, Sales Operations, Marketing, Microsoft Office, Analysis, FHA, Marketing Strategy, Strategic Planning, Residential Mortgages, Investments, Team Building, Budgets
Education
California State University-East Bay 1997 — 1999
Business, Marketing
Wells Fargo July 2013 - Present
Wells Fargo Bank February 2008 - Present
Wells Fargo Bank 2011 - 2012
Wells Fargo 2008 - 2011
Wells Fargo Bank October 2006 - February 2008
Wells Fargo 2006 - 2008
Skills
Marketing Strategy, Financial Services, Direct Marketing, Advertising, Project Management, Product Management, Marketing Communications, Competitive Analysis, Banking, Sales, Analytics, Product Marketing, Analysis
Education
California State University-Hayward - School of Business and Economics 2006 — 2008
MBA, Marketing Management
California State University-East Bay 2001 — 2006
BS, Advertising
AFWD 2007 - 2010
Wells Fargo Bank 2000 - 2004
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Outlook, Nonprofits, Community Outreach, Fundraising, Banking
Education
California State University-East Bay
Human Behavior
Chabot College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Los Angeles Unified School District 2014 - Present
Planet Beach Contempo Spas 2014 - 2014
Lifestyle Lift 2013 - 2014
Beachbody 2011 - 2013
Wells Fargo Bank 2009 - 2011
24 Hour Fitness 2004 - 2008
Skills
Fitness, Nutrition, Fitness Training, Personal Training, Wellness, Supplements, Wellness Coaching, Strength Training, Sports Nutrition, Weight Training, Lifestyle, Nutritional Counseling, Lifestyle Coaching, Training, Sports, Endurance, Exercise Physiology, Athletics, Yoga, Functional Training, Athletic Training, Hiring, NASM, Social Networking, Recruiting, Cpr Certified, Sales, Health Education, Weight Management, Nutrition Education, Prevention, Weight, Coaching, Fitness Instruction, Group Training, Spa, Core Strength, Health Promotion, Event Planning, Circuit Training
Education
California State University-Hayward
Bachelor of Arts (B.A.), Psychology, Minor Sociology
Merced High School
SAP April 2011 - September 2014
Alain Pinel Realtors January 2009 - April 2011
United Commercial Bank June 2006 - December 2008
Fireside Realty May 2003 - June 2006
Wells Fargo Bank May 2002 - June 2003
H&R Block January 2001 - May 2002
Unisys September 1997 - December 2000
Unisys January 1987 - August 1997
Skills
Project Planning, Leadership, Program Management, Design to Schedule, Design to cost, Project Management, CPM Scheduling, SDLC, Scrum, Sales, CRM, Analysis, Integration, Sales Management, Customer Service, Product Marketing, Sales Process, Customer Satisfaction, Product Management, Business Analysis
Education
California State University-Fullerton
BS
UCSC Silicon Valley Extension
Carrington College California February 2006 - Present
Wells Fargo Bank November 2004 - January 2006
Education
California State University-East Bay 2004 — 2010
B.A., Liberal Studies
Los Medanos College 1999 — 2003
A.A, Liberal Studies
Mavenlink July 2015 - Present
Simply Sweet Weddings February 2013 - Present
CommerceWest Bank July 2013 - June 2015
Xelleration LLC May 2012 - July 2013
Xelleration LLC June 2011 - July 2013
Wells Fargo Bank August 2007 - June 2011
Education
California State University-Fullerton 2007 — 2011
Bachelor
California State University-Long Beach 2012 — 2012
Meeting and Event Planning Certificate Program
Wells Fargo Bank Store ManagerWells FargoApril 2006 - Present
California State University, East Bay September 2005 - June 2007
Education
University of California, Davis 2003 — 2005
California State University-East Bay
Wells Fargo Bank November 2006 - Present
Wells Fargo Bank October 2000 - November 2006
Wells Fargo Bank June 1999 - September 2000
Hill Physicians Medical Group July 1997 - June 1999
Chevron February 1987 - April 1997
Skills
Databases, Access, Banking, Excel, Analytics, Strategic Planning, Forecasting, Business Analysis, Data Analysis, Analysis, Report Writing, Adhoc Reporting, Business Requirements, Functional System..., Change Management, Management, Leadership, Risk Management, Microsoft Excel, CRM, Enterprise Architecture, Business Intelligence, Process Improvement, Requirements Gathering, Project Management, Data Warehousing, Vendor Management, SharePoint, SDLC, Enterprise Software, Oracle
Education
California State University-East Bay 1995 — 1997
MBA, Management and Finance
University of California, Santa Barbara 1985 — 1986
BA, Business Economics
Wells Fargo September 2005 - Present
Wells Fargo Bank 2005 - Present
Skills
Account Reconciliation, Accounting, Financial Reporting, Financial Analysis
Education
California State University-East Bay 2002 — 2005
GE January 2015 - Present
Zynga January 2013 - December 2014
Zynga March 2011 - December 2012
Wells Fargo Bank August 2007 - April 2011
AT&T Services, Inc. July 2000 - August 2007
Skills
Teradata, ETL, Unix, SDLC, Data Modeling, Data Warehousing, Unix Shell Scripting, Business Intelligence, Big Data, Databases, MySQL, Oracle, Performance Tuning, Shell Scripting, SQL, Software Development, Analytics
Education
Golden Gate University 2001 — 2003
MS, Telecommunications in E-commerce
California State University-East Bay 1996 — 2000
BS, Computer Information System & Telecommunications
Wells Fargo 2004 - Present
Wells Fargo Bank 1994 - Present
Merrill Lynch January 1998 - December 2001
First Nationwide Bank 1987 - 1991
Skills
SDLC, Process Improvement, PMO, SharePoint, Business Analysis, Project Management, Management, Vendor Management, Budgets, Requirements Gathering, Software Project..., Business Process..., Program Management, Project Portfolio..., Banking, Requirements Analysis, Visio
Education
California State University-East Bay 1976 — 1982
BS, Information System
Olson Research Group, Inc. February 2014 - Present
Olson Research Group, Inc. December 2010 - February 2014
Wells Fargo Bank December 2008 - December 2010
Skills
Data Analysis, Market Research, Microsoft Excel, Customer Service, Access, SPSS, Microsoft Office, Microsoft Word, Statistics, Research, Marketing Research, PowerPoint, Analysis, Databases, Analytics, Confirmit
Education
California State University-Hayward 2006 — 2010
Bachelor of Science, Entrepreneurship/Information Technology Management
Wilson & Boucher Capital Management, LLC March 2005 - Present
Wilson & Boucher Capital Management, LLC March 2005 - Present
SDR Capital Management, Inc. November 1998 - March 2005
The Pacific Bank June 1996 - November 1998
Wells Fargo Bank 1987 - 1996
Skills
Portfolio Management, Asset Allocation, Bonds, Mutual Funds, Investment Advisory, Investments, Asset Management, Equities, Wealth Management, Stocks, Retirement Planning, Equity Research, Trading, Options, Portfolio Optimization, Securities, Financial Advisory, Financial Markets, Financial Planning, Fixed Income
Education
California State University-East Bay 1987 — 1987
MPA, Public Administration
California State University-Hayward - School of Business and Economics 1985 — 1986
MBA, Finance
University of California, Berkeley 1980 — 1984
Bachelor's degree, Rhetoric and Composition
Fortinet July 2013 - Present
Aruba Networks June 2012 - June 2013
SGI July 2010 - June 2012
Ernst & Young December 2007 - July 2009
PricewaterhouseCoopers September 2005 - December 2007
Wells Fargo Bank June 2002 - September 2005
Wells Fargo Bank November 1999 - June 2002
Skills
Accounting, SEC filings, Auditing, Finance, Financial Accounting, Financial Reporting, GAAP, Internal Controls, Revenue Recognition, SEC Filings, Sarbanes-Oxley, Sarbanes-Oxley Act, US GAAP
Education
California State University-East Bay 2001 — 2004
Bachelor of Science in Business Administration, Accountancy
De La Salle University
Pacific Coast Bankers' Bank March 2005 - Present
Federal Reserve Bank of San Francisco June 2000 - March 2005
Comerica Bank 1999 - 2000
California Bank & Trust 1996 - 1999
Bank of America 1989 - 1996
Wells Fargo Bank 1985 - 1989
Crocker National Bank 1984 - 1985
Skills
Financial Risk, Financial Services, Banking, Executive Management, Risk Management, Auditing, Finance, Credit Analysis, Commercial Banking, Enterprise Risk..., Credit, Accounting
Education
California State University-East Bay 1979 — 1984
Union Bank May 2015 - Present
Union Bank May 2012 - May 2015
Wachovia Trust/Wells Fargo Trust February 2008 - April 2012
Morgan Stanley July 2002 - January 2008
Citi April 2001 - July 2002
Union Bank September 2000 - March 2001
Wells Fargo Bank August 1998 - September 2000
Skills
Trust Services, Trusts, Investments, Wealth Management..., Estate Planning, Asset Managment, Financial Advisory, Securities, Wealth Management, Portfolio Management, Mutual Funds, Finance, Asset Allocation, High Net Worth..., Private Banking, Series 63, Financial Services, Retirement Planning, Investment Advisory, Investment Management, Retirement, Bonds, Fixed Income, Uniform Combined State..., Alternative Investments, Wealth, FINRA, Asset Management
Education
California State University-Fullerton 1993 — 1998
B.A, Business Administration; Management Business Law
Wells Fargo Bank July 2009 - Present
Spectrum Federal Credit Union April 2005 - February 2009
Kaiser Credit Union March 2001 - April 2005
Education
California State University-East Bay 1996 — 2000
Berkeley Youth Orchestra 2012 - 2014
Bank of the West February 2013 - August 2013
Wells Fargo Bank January 2011 - March 2012
First Republic Bank 2002 - 2007
First Republic Bank 1991 - 2002
First Republic Bank 1990 - 1991
Atlantic Financial Saving Bank 1985 - 1990
Skills
Banking, Vendor Management, Management, Integration, Project Management, Cash Management, Analysis, Financial Services, Training, Risk Management, Strategy, Accounting, IT Management, CRM, Software Documentation
Education
California State University-East Bay 2008 — 2009
Bachelor, Anthropology
Coupons.com 2012 - Present
Wells Fargo Bank 2011 - 2012
Esurance 2009 - 2011
Kaiser Permanente 2008 - 2009
Washington Mutual Bank 2007 - 2009
JPMorgan Chase 2007 - 2009
Google 2006 - 2007
Skills
SAS, R, Analytics, Data Mining, Web Analytics, Google Analytics, Business Intelligence, SEM, Marketing Analytics, Segmentation, Customer Acquisition, Customer Insight, E-commerce
Education
California State University-East Bay
M.S
University of California, Berkeley
B.A.
University of California, Berkeley
B.A.
City and County of San Francisco June 2014 - Present
Internal Revenue Service December 2013 - June 2014
WELLS FARGO BANK July 2007 - January 2013
Skills
Loan Origination, Banking, Credit, Loans, Financial Analysis, Human Resources, Payroll Processing, Process Management, Customer Relations, Customer Experience, Sales Management, Account Management, Microsoft Excel, Team Management, Data Entry, Training, Customer Service, Finance, Outlook, Consumer Lending, Leadership, Sales, Microsoft Word, Microsoft Office
Education
California State University-East Bay 2004 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Boyd Gaming November 2014 - Present
Las Vegas Sands Corporation June 2012 - October 2014
Apollo Group September 2008 - May 2012
Wells Fargo Bank July 1994 - September 2008
Pacific Gas & Electric 1990 - 1993
McCue Systems 1985 - 1990
Skills
IT Management, Vendor Management, Disaster Recovery, IT Strategy, Data Center, Management, Telecommunications, Program Management, Leadership, Cloud Computing, ITIL, Networking, Project Planning, IT Service Management, Team Leadership, Security, Cross-functional Team..., SDLC, IT Operations, Integration, PMP, Training
Education
California State University-Hayward
BS, Computer Science
Wells Fargo May 2005 - Present
Wells Fargo Internet Services Group 1999 - 2005
Wells Fargo Bank October 1998 - August 2003
Skills
Strategic Planning, Microsoft Office, Budgets, Forecasting, Leadership, Management, Program Management, PMO, Project Management, Customer Service, Business Analysis, Account Management, SDLC, Coaching, Process Improvement, Vendor Management, Change Management, Team Leadership, Analysis, Team Management, Team Building, Performance Management
Education
California State University-East Bay
Wells Fargo Bank February 2001 - Present
Wells Fargo Bank 2001 - Present
Wells Fargo & Co. 2001 - Present
Wells Fargo Bank February 2001 - March 2009
Bank One 1995 - 1999
Bank of Boston 1992 - 1995
Bank of America 1984 - 1992
Education
University of Virginia 1987 — 1989
Saint Mary's College of California 1978 — 1979
MBA, Management
California State University-East Bay 1968 — 1973
BA, Psychology
Wells Fargo Bank December 2006 - Present
Wells Fargo Bank January 2003 - December 2006
Wells Fargo Bank December 2000 - October 2001
Bank of America June 1999 - December 2000
Bank of America 1996 - 1999
Skills
Banking, Vendor Management, Change Management, Process Improvement, Software Project..., Credit, Risk Management
Education
California State University-East Bay 1990 — 1994
BS, Industrial Psychology
Wells Fargo Bank October 2008 - Present
JPMorgan Chase & Co. March 2003 - September 2008
Wells Fargo 2000 - 2003
Bank of America 1989 - 1999
Wells Fargo Bank 1987 - 1989
Skills
Product Management, Product Development, SDLC, Product Marketing, CRM, E-commerce, Portfolio Management, Strategy, Agile Methodologies, Marketing Management, Vendor Management, Management, Enterprise Software, Mobile Devices, Risk Management, Program Management, Social Media Marketing, Strategic Planning, Mobile Applications, Financial Services, Forecasting, Product Forecasting, Product Innovation, Android SDK, Mobile Payments, Windows Mobile Devices, iPad Development, Mobile Technology
Education
California State University-East Bay
MBA, Marketing and Finance
University of California, Berkeley
BA, Economics
Bank of America Merrill Lynch April 2015 - Present
Union Bank June 2014 - April 2015
Wells Fargo Bank July 2010 - June 2014
Wells Fargo Bank March 2010 - July 2010
Wells Fargo Bank May 2004 - March 2010
Bank of America July 2007 - October 2008
Skills
Commercial Banking, Credit Analysis, Cash Flow, Middle Market, Credit, Treasury Management, Credit Risk, Financial Modeling, Asset Based Lending, Commercial Real Estate, Agriculture, Trade Finance, Syndications, Risk Management, Sales, Banking, Cash Management
Education
Saint Mary's College 2000 — 2004
B.S., Economics and Business
California State University-Hayward 2013 — 2014
Master of Business Administration (M.B.A.)
Wells Fargo Bank 2008 - Present
Wells Fargo September 2004 - December 2008
Wells Fargo September 1998 - September 2004
Education
California State University-East Bay 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
J.P. MORGAN CHASE February 2013 - Present
Wells Fargo Bank April 2010 - January 2013
Wells Fargo Bank-California Business Banking November 2005 - April 2010
Skills
Credit, Loans, Small Business Lending, Banking, Commercial Banking, Portfolio Management, Mortgage Lending, Credit Analysis, Underwriting, Lines Of Credit, Loan Origination, Treasury Management, Commercial Mortgages, Cross Selling, Commercial Lending, Relationship Management, Financial Analysis, Retail Banking, Credit Risk, Cash Management, Risk Management, Finance
Education
California State University-Hayward 1996 — 1999
BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION
Wells Fargo Bank August 2008 - Present
Skills
Credit, Banking, Retail Banking, Loans, Consumer Lending, Cross Selling, Customer Service, Small Business Lending, Relationship Management, Mortgage Lending, Commercial Banking, Lines Of Credit
Education
California State University-East Bay 1999 — 2005
Silicon Valley Bank November 2014 - Present
Silicon Valley Bank May 2010 - Present
United Partners Group February 2005 - January 2007
Charles Schwab June 1997 - October 2004
Wells Fargo Bank June 1989 - June 1997
Education
California State University-East Bay 1987 — 1989
Bank of the West December 2011 - Present
Bank Of America June 2007 - October 2009
Wells Fargo Bank 1996 - 2005
Skills
Financial Analysis, Cross Selling, Refinance, Wealth Management, Equities, Financial Risk, Relationship Management, Investments, Series 63, Financial Modeling, Securities, Credit Cards, Residential Mortgages, Mutual Funds
Education
CSU East Bay 1996 — 2001
Criminal Justice
College Park High School 1993 — 1996
Wells Fargo Bank web developerWells Fargo BankNovember 1997 - April 2008
Milo.com May 2000 - October 2000
Skills
Web Services, Ant, Java, Tomcat, Java Enterprise Edition, Unix, SDLC, Struts, Integration, Software Development, Linux, XML, JavaScript, Spring, Servlets, Apache, HTML, Eclipse, JSP, SOA, Web Applications, Solaris, Agile Methodologies, Enterprise Architecture, JDBC, Perl, Requirements Analysis, SOAP, Shell Scripting, Software Project..., Websphere
Education
California State University-East Bay 1996 — 1998
Wells Fargo Bank
Skills
Banking, Database Marketing, Teradata, Analytics, Customer Experience, Segmentation, SAS
Education
California State University-East Bay
MBA, Finance & MIS
Wells Fargo Bank April 2004 - Present
County of Orange August 2000 - March 2004
Education
California State University-Fullerton 1994 — 2000
BA, Accounting
Wells Fargo 2012 - Present
Wells Fargo Bank 2004 - 2012
Wells Fargo Bank 2002 - 2004
Wells Fargo Bank 2000 - 2002
Wells Fargo Bank 1996 - 2000
Skills
Banking, Learning Management, System Requirements, Solution Implementation, Process Improvement, Project Planning, Customer Oriented, SharePoint, Financial Services, Risk Management, Software Documentation
Education
California State University-Hayward 2000 — 2002
BS, Industrial Psychology
University of California, San Diego 1996 — 1998
Alameda County August 2013 - Present
Alameda County December 2012 - July 2013
Best Buy August 2002 - January 2013
Alameda County December 2009 - November 2012
Wells Fargo Bank March 2007 - September 2011
Skills
Loss Prevention, Banking, Sales Operations, Employee Training, Public Relations, Cashiering, Inventory Management, Customer Service, Fundraising, Leadership Development, PowerPoint, Program Management, Retail, Sales, Software Documentation
Education
Walden University 2015 — 2018
Doctor of Philosophy (PhD), Public Policy and Administration
DeVry University's Keller Graduate School of Management-California 2011 — 2013
Master's degree, Public Administration
California State University-East Bay 2007 — 2008
Bachelor of Arts (BA), Sociology
California State University-Hayward 1997 — 2000
Bachelor of Science (BS), Criminal Justice Administration
Westside Community Services September 2009 - September 2012
Legal Services for Children August 2008 - May 2009
Glide Foundation October 2007 - June 2008
GT BAG Co. 2005 - 2007
Wells Fargo Bank 2004 - 2005
Education
California State University-East Bay 2007 — 2009
MSW, Social Work
Grinnell College 1999 — 2003
Bachelor of Arts (BA), Psychology
University of Amsterdam 2002 — 2002
Silicon Valley Bank October 2012 - Present
Silicon Valley Bank December 2009 - January 2013
Wells Fargo Bank April 2008 - September 2008
Wells Fargo Bank October 2006 - April 2008
Wells Fargo Bank February 2005 - October 2006
Skills
Microsoft Excel, Access, Customer Service, PowerPoint, Sales, Microsoft Word, Strategic Planning, Financial Analysis, Banking, Credit, Finance, Loans, Credit Analysis, Portfolio Management, Collateral Management, Internal Audit, Financial Audits, Microsoft Office, Management, Outlook, Analysis
Education
California State University-East Bay 2007 — 2009
B.S., Business Adminstration, Finance, Human Resources
De Anza College 2004 — 2007
Business Adminstration, Finance
Bank of the West October 2012 - Present
Bank of the West January 2012 - Present
Bank of the West January 2012 - October 2012
Wells Fargo June 2009 - January 2012
Wells Fargo Bank January 2009 - January 2012
wamu November 2006 - March 2009
JP Morgan Chase (formerly WAMU, formerly Providian Financial) November 2006 - March 2009
Washington Mutual Bank January 2006 - January 2009
Bank of America September 2004 - October 2006
Bank of America January 2004 - January 2006
Skills
Mortgage Servicing, Mortgage Banking
Education
California State University-East Bay 2002 — 2004
bachelor of arts, psychology, minor in criminal justice
Cheonggang Academy
Bachelor of Arts, Psychology
Wells Fargo Bank December 2006 - Present
Education
California State University-East Bay 1971 — 1974
ba, anthropology, computer science
Lockton Companies July 2014 - Present
Worldwide Facilities, Inc August 2010 - July 2014
Crump Insurance August 2009 - December 2010
Tri-City Brokerage November 2007 - August 2009
Wells Fargo Bank 2006 - 2007
Yoko's Dance & Performing Arts Academy 1997 - 2001
Skills
Sales, Customer Service, Training, Management, Time Management, Human Resources, Security, Performance Management, Teamwork, Property & Casualty..., Commercial Insurance, Databases, Computer Hardware, Project Planning
Education
California State University-East Bay 2004 — 2009
BS, HR Management & Corporate Management
Chabot College 2001 — 2004
AS, Business Administration
Visa September 2013 - Present
Wells Fargo June 2006 - August 2013
Wells Fargo, Internet Services Group 2006 - August 2013
Wells Fargo Bank 2006 - August 2013
Hewlett-Packard April 2006 - August 2007
Hewlett-Packard April 2005 - July 2006
Skills
Production Support, Weblogic, Solaris, Red Hat Linux, Shell Scripting, Unix, Apache, Siteminder, Tomcat, Unix Shell Scripting, Web Applications, Operating Systems, Websphere, JBoss Application Server, WebSphere Application..., Linux, Java Enterprise Edition, Enterprise Architecture
Education
California State University-East Bay 2004 — 2005
MS, Telecommunications System
Walchand institute of technology , Solapur 1994 — 1998
Bachelor of Electronics Engineering, Industrial Electronics
Pacific Gas and Electric Company May 2015 - Present
City of Mesa November 2012 - April 2015
Honeywell October 2008 - October 2012
State of Arizona 2006 - 2007
Wells Fargo Bank 2004 - 2006
Safeway 2002 - 2004
Skills
Procurement, Contract Management, Supply Chain Management, Supply Chain, Purchasing, Program Management, Forecasting, Analysis, Negotiation, Pricing
Education
California State University-East Bay 1996 — 2001
B.S., Business Administration, Option Operation and Supply Chain Management
Wells Fargo Bank March 2000 - 2012
Skills
Customer Service, Customer Satisfaction, Call Centers, Microsoft Office, Management, Sales, Microsoft Excel, Banking, Leadership, Team Leadership, Outlook, Microsoft Word
Education
California State University-Fullerton 2003 — 2009
Bachelor of Arts, Entertainment Studies
Wells Fargo March 2005 - Present
Wells Fargo Bank 2005 - 2011
Wachovia, A Wells Fargo Company 2005 - 2009
Skills
Business Analysis, Software Project..., SDLC, Requirements Analysis, Visio, Banking, Requirements Gathering, .NET, Agile Methodologies, Software Development, SOA, Product Development, Strategy, Integration, Risk Management, Vendor Management, Program Management, Management, Leadership, Quality Assurance, Process Improvement, Agile Project Management, Test Driven Development, Team Leadership, Lean Software..., Business Process..., SQL, Analysis, SharePoint, Cross-functional Team..., Business Intelligence
Education
Cal State Hayward 1979 — 1982
BS, Computer Science
Wells Fargo June 2010 - Present
Wells Fargo April 2001 - June 2010
Wells Fargo Bank January 1978 - April 2001
Skills
Business Strategy, Coaching Staff, Mergers & Acquisitions, Marketing
Education
Cal State Hayward 2002 — 2004
MBA, Business Administration, Management and Operations
Pepperdine University, The George L. Graziadio School of Business and Management 1991 — 1993
BS, Business Administration
TUTORING October 2005 - Present
Fei Tian Academey of the Arts California May 2010 - July 2010
Genencor International Inc November 2005 - March 2007
Washington Hospital Emergency Room June 2004 - November 2005
Wells Fargo Bank October 2002 - July 2005
Ohlone College May 2002 - August 2002
Education
California State University-East Bay 2007 — 2009
MS, Chemistry
California State University-East Bay 2003 — 2005
BS, Biochemistry
Ohlone College
Associate Degree; Certificate, Natural Science; 2003; Chemistry Laboratory Skills
Wells Fargo Bank Vice PresidentWells Fargo - Real Estate Capital Markets1976 - Present
Skills
Commercial Lending, Banking, Loans, Credit, Mortgage Lending, Real Estate, Loan Origination, Due Diligence, Investment Properties, Asset Management
Education
California State University-Hayward
Bachelor's degree, Finance, General
The Cathedral Shop February 2008 - Present
San Damiano Retreat February 2004 - August 2008
two crows 1994 - 2004
Wells Fargo Bank 1984 - 1994
Skills
Public Speaking, Retail, Non-profits, Nonprofits, Customer Service, Social Networking, Operations Management, Business Planning, Event Planning, Event Management, Budgets, Leadership, Public Relations, Marketing, Fundraising, Social Media, Leadership Development, Training, Sales
Education
California State University-Hayward 2004 — 2006
Non Profit Management
Notre Dame de Namur University
ba, english
Notre Dame de Namur University
education, Montessori Certification
Notre Dame de Namur University
Master's degree
Costco Wholesale January 2010 - Present
Costco Wholesale 2003 - Present
Costco Wholesale July 2003 - January 2010
Wells Fargo Bank November 2000 - June 2003
Skills
Training, Software Documentation, Microsoft Word
Education
California State University-East Bay 2008 — 2011
Business Administration, Accounting and Finance
California State University
Bachelor of Science, Business Administration; Accounting and Finance
Chabot College
Associate of Arts, Business Administration; Business Administration
Internet Brands April 2015 - Present
California State University, East Bay March 2013 - Present
PayPros Payment Solutions September 2012 - October 2012
Pacific Home and Garden August 2011 - August 2012
Wells Fargo Bank March 2005 - May 2009
T-Mobile, USA, Inc October 2003 - July 2004
Holt, Rinehart & Winston February 1997 - November 2002
Skills
Lead Generation, CRM, Salesforce Training, Customer Retention, Google Calendar, Gmail, Peachtree, Sage CRM, Microsoft Certified..., Zoho, Social Media, Public Speaking, Presentations, Presentation Skills, Sales Presentations, 10 Key, Filing, Numeric Filing, Research, Data Entry, General Office Skills
Education
California State University-Hayward 2013 — 2015
Bachelor of Arts (B.A.), History, 3.22 GPA
Heald College-Hayward 2009 — 2011
Associate of Arts and Sciences (A.A.S.), Sales, Distribution, and Marketing Operations, General, 3.875
Wells Fargo Bank May 2010 - Present
United Labor Bank November 2007 - September 2009
GreenPoint Mortgage November 2004 - November 2007
Community Commerce Bank November 1999 - November 2004
Skills
Underwriting, Risk Management, Financial Analysis, Loans, Portfolio Management, Mortgage Lending, Finance, Credit, Commercial Lending, Loan Origination, Credit Analysis, Consumer Lending, Loan Servicing, Mortgage Banking, Banking
Education
California State University-East Bay
BA, Business
Genentech, Inc. March 2014 - Present
Wells Fargo Bank February 2011 - August 2012
Delta Dental of California 2005 - 2009
Contra Costa Crisis Center September 2003 - February 2005
Skills
SharePoint, Business Analysis, Requirements Analysis, SDLC, Visio, Software Documentation, Customer Service, Vendor Management, Process Improvement, Requirements Gathering, Software Project...
Education
DeVry University, Fremont 2004 — 2005
BS
California State University-East Bay 1994 — 1998
BS
CSAA Insurance Group, a AAA Insurer July 2015 - Present
CSAA Insurance Group February 2013 - July 2015
Bank of the West January 2010 - January 2013
Bank of the West January 2009 - December 2009
Bank of the West December 2006 - December 2008
Bank of the West June 2005 - November 2006
Bank of the West September 2003 - May 2005
Wells Fargo Bank September 2001 - September 2003
Skills
Banking, Procedure Development, Financial Risk, Business Analysis, Microsoft Excel, General Ledger, Key Performance..., Leadership, Microsoft Office, Microsoft Word, PowerPoint, Windows, Outlook, Process Improvement, Financial Services, Analysis, User Acceptance Testing, Recon Plus, Blackline, Business Process, Problem Solving, Account Reconciliation, G/L Reconciliations, Internet, Business, Customer Service, Visio, Keyword Research, Mathematics, Writing, Training, Risk Management, Project Management, Sarbanes-Oxley Act, Operational Risk..., Systems Analysis, Requirements Analysis, Operational Risk, Business Process...
Education
California State University-East Bay 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Wells Fargo Bank June 2014 - Present
Wells Fargo Bank April 2013 - June 2014
Wells Fargo October 2008 - March 2013
All Star Consulting June 2005 - October 2008
Charles Schwab October 2000 - December 2004
GuidedChoice February 2000 - September 2000
Charles Schwab February 1998 - January 2000
Charles Schwab 1996 - 1998
Skills
Software Project..., Agile Project Management, Partner Relationship..., Vendor Management, Program Management, Integration, IT Strategy, Business Process, SDLC, Cross-functional Team..., Business Intelligence, PMP, PMO, Enterprise Architecture, Project Portfolio..., CRM, Waterfall, Product Management, Business Analysis, Business Process...
Education
California State University-East Bay
Bachelor of Arts, Liberal Studies / Business Option
Moreau Catholic High School
High School Diploma
City National Bank November 2010 - Present
Advantage Professional April 2010 - October 2010
Robert Half International March 2008 - April 2010
Wells Fargo Bank January 2002 - February 2008
Education
California State University-Fullerton 1998 — 2002
Communcations, Advertising
Genentech January 2014 - Present
Onyx Pharmaceuticals March 2013 - April 2014
Onyx Pharmaceuticals January 2011 - March 2013
Ernst & Young January 2008 - July 2010
Wells Fargo Bank August 2006 - September 2007
Skills
Accounting, Finance, Outstanding..., Account Reconciliation, General Ledger, Auditing, Cross-functional..., Thrive in A Fast-paced..., Close Attention to..., Analysis, CPA
Education
California State University-East Bay 2003 — 2007
B.S, Business Administration; Accounting
Bank of the West January 2012 - Present
H & R Block January 2007 - Present
Wells Fargo Bank January 2005 - July 2011
Education
California State University-East Bay 2004 — 2006
Bachelor in Science, Business in Administration Option Accounting
Torrey Pines Bank March 2012 - Present
Comerica Bank June 2011 - February 2012
Wells Fargo Bank January 2008 - June 2011
Greater Bay Bank December 2000 - January 2008
Sanwa Bank February 1999 - November 2000
Sumitomo Bank of California 1977 - 1998
Skills
Commercial Banking, Commercial Lending, Sales Management, Portfolio Management, Small Business Lending, Commercial Real Estate, Loans, Credit, Credit Analysis, Asset Based Lending, Treasury Management, Banking, Lines Of Credit, Underwriting, Credit Risk, Commercial Mortgages, Consumer Lending, Mortgage Lending, Cash Management, SBA, Retail Banking, Private Banking, Cross Selling, Loan Origination, Financial Risk, Finance, Mortgage Banking, Construction Loans, Relationship Management, Financial Services, Risk Management, Cash Flow Lending, Deposits, Financial Analysis, Wealth Management, Middle Market, Refinance, Strategic Financial..., Financial Structuring
Education
California State University-Hayward
B.S., Business Management
Chase February 2012 - Present
Sterling Savings Bank March 2011 - February 2012
Wells Fargo Bank April 2008 - March 2011
Washington Mutual October 1995 - April 2008
Education
California State University-East Bay 1978 — 1982
Business Administration, Finance and Real Estate Management
Monte Vista High School, Danville, CA 1972 — 1976
CSAA Insurance Group August 2011 - Present
Wells Fargo Bank May 2000 - October 2010
Bank of America March 1993 - March 2000
Skills
Financial Modeling, Financial Reporting, Forecasting, Corporate Finance, Finance, Business Analysis, Valuation, Essbase, Variance Analysis, Analysis, Pricing, Financial Risk, Income Statement, Financial Services, Budgets, Insurance, Strategic Financial..., Financial Analysis, Portfolio Management, SAS, Investments
Education
California State University-East Bay
MBA, Finance
Google (via Akorbi) December 2014 - Present
Merchant e-Solutions July 2011 - December 2014
Wells Fargo Bank March 2009 - August 2010
Delta Dental Health Insurance of California February 2008 - December 2009
Union Bank of California June 2006 - February 2008
Bank of America, BA Merchant Services October 2001 - January 2005
Bank of America, Merchant Services Data Center July 1998 - September 2000
Skills
Project Coordination, SDLC, Software Documentation, Business Analysis, CRM, Quality Assurance, Cross-functional Team..., Project Management, Management, Business Process, Testing, Team Leadership, Agile Methodologies, Databases, User Acceptance Testing, Project Planning, Product Management, Team Building, Analysis, E-commerce, Unix, Business Requirements, Leadership, Visio, Training, Change Management
Education
California State University-East Bay 2012 — 2014
MSHCA, HealthCare Administration
American Institute of Banking 2008 — 2009
San Francisco State University 1980 — 1987
Bachelor's Degree, Communications
Wells Fargo Bank Business Relationship ManagerUnion Bank1994 - 1999
Skills
Commercial Lending, Loans, Small Business Lending, Credit Analysis, Commercial Banking, Credit, SBA, Lines Of Credit, Banking, Portfolio Management, Credit Risk, Loan Origination, Mortgage Lending, Consumer Lending, Treasury Management, Cash Management, Cross Selling, Underwriting, Retail Banking, Relationship Management, Commercial Mortgages, Wealth Management, Private Banking, Asset Based Lending, Deposits, Construction Loans, Finance, Financial Structuring, Financial Advisory, Strategic Financial..., Asset Management, Investments, Series 63
Education
Pacific Coast Banking School at University of Washington, Seattle, WA. 2005 — 2007
California State University-Hayward 1994 — 1997
Master of Business Administration (MBA), Finance
University of Nigeria, Nsukka
Bachelor of Arts (B.A.), Mass Communications
Fully Alive Community Church January 2003 - Present
Union Bank August 2004 - February 2006
Wells Fargo Bank August 1993 - August 2004
Skills
Financial Management, Customer Relations, Managerial Finance, Budgets, Account Management, Nonprofits, Leadership, Customer Service, Forecasting
Education
California State University-Hayward 1994 — 2001
Bachelor of Arts, Liberal Studies-French Emphasis
Ohlone College 1993 — 1994
QueerTango San Francisco September 2007 - Present
QueerTango San Francisco July 2009 - 2012
Wells Fargo Bank September 1980 - March 2000
City and County of San Francisco 1970 - 1980
Skills
Videographer, Event Planning, Business Analysis, Argentine Tango Teacher, DJ
Education
California State University-Hayward 1964 — 1968
BA, Art/Philosophy
NSA Juice Plus July 2011 - Present
Bank of Walnut Creek November 2000 - September 2002
Dunbar Armored August 1999 - November 2000
Community First Bank January 1998 - August 1999
US Bank March 1994 - January 1998
Wells Fargo Bank March 1988 - March 1994
Skills
Nutrition, Health
Education
Cal State Hayward 1988 — 1992
BS, Business
UCSB 1987 — 1988
Business
Wells Fargo Bank July 2000 - August 2002
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
California State University-Hayward 1996 — 1999
Bachelor of science degree i, Business Administration & Marketing Management
Chabot College, Hayward, California
Associate's degree
David Evans and Associates, Inc. October 2012 - Present
Wells Fargo Investments December 2009 - May 2012
Wells Fargo Bank January 2001 - December 2008
Skills
Technical Support, Operating Systems, Laptops, Printers, Blackberry, Desktop Computers, Microsoft Office
Education
California State University-Hayward 1992 — 1994
Bachelor's degree, Business Administration/Finance