Wells Fargo Bank
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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17,543 Wells Fargo Bank employees in database. Find out everything there's to know about Wells Fargo Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Bank Employees
Employee
Years
Job
Industry
Paula Kluge Paula Kluge's Wells Fargo Bank Experience September 1990 - March 1991
Job Professional Fiduciary, CLPF, NCG
Industry Financial Services
Experience
Marin County September 2001 - Present
Marin County March 1997 - August 2001
Marin County June 1995 - March 1997
Student September 1989 - December 1994
KSEG 96.9 FM April 1991 - August 1992
Wells Fargo Bank September 1990 - March 1991
KROY September 1989 - October 1990
Nacht & Lewis Architects June 1987 - June 1989
Dataworks Fiscal & Accounting Services February 1985 - April 1987
Skills
Budgets, Public Speaking, Leadership, Analysis, Customer Service, Management, Microsoft Excel, Microsoft Office, Program Management, Training
Education
California State University-Fullerton 2013 — 2014
Certificate in Professional Fiduciary Management for Trusts & Conservatorships, Professional Fiduciary Management
San Francisco State University 1992 — 1994
BA, Broadcast ElectronicCommunication Arts, emphasis Audio Production
Marin County September 2001 - Present
Marin County March 1997 - August 2001
Marin County June 1995 - March 1997
Student September 1989 - December 1994
KSEG 96.9 FM April 1991 - August 1992
Wells Fargo Bank September 1990 - March 1991
KROY September 1989 - October 1990
Nacht & Lewis Architects June 1987 - June 1989
Dataworks Fiscal & Accounting Services February 1985 - April 1987
Skills
Budgets, Public Speaking, Leadership, Analysis, Customer Service, Management, Microsoft Excel, Microsoft Office, Program Management, Training
Education
California State University-Fullerton 2013 — 2014
Certificate in Professional Fiduciary Management for Trusts & Conservatorships, Professional Fiduciary Management
San Francisco State University 1992 — 1994
BA, Broadcast ElectronicCommunication Arts, emphasis Audio Production
Andrew Schlegel Andrew Schlegel's Wells Fargo Bank Experience 1994 - 1997
Job President at MarWest Commercial / EVP FirstService Residential
Industry Real Estate
Experience
MarWest Commercial Real Estate Services, LLC - a divsion of FirstService October 2014 - Present
FirstService Residential in California October 2011 - Present
Merit Property Management 2005 - 2011
PRG-Schultz (formerly Loder, Drew & Associates) 1997 - 2004
Wells Fargo Bank 1994 - 1997
Grant Thornton LLP 1990 - 1994
PKF International 1985 - 1990
Skills
Leadership, Auditing, Real Estate, Property Management, Process Improvement, Accounting, Budgets, Finance, Business Development, Operations Management, Negotiation, Marketing, Banking, Financial Analysis, Sales, Strategy, Investments, Team Building, Due Diligence, Strategic Planning, Management, Financial Reporting, Contract Negotiation, Forecasting
Education
California State University-Fullerton - College of Business and Economics 1979 — 1984
Bachelor's degree, Accounting and Finance
Servite High School, Anaheim, CA 1976 — 1979
MarWest Commercial Real Estate Services, LLC - a divsion of FirstService October 2014 - Present
FirstService Residential in California October 2011 - Present
Merit Property Management 2005 - 2011
PRG-Schultz (formerly Loder, Drew & Associates) 1997 - 2004
Wells Fargo Bank 1994 - 1997
Grant Thornton LLP 1990 - 1994
PKF International 1985 - 1990
Skills
Leadership, Auditing, Real Estate, Property Management, Process Improvement, Accounting, Budgets, Finance, Business Development, Operations Management, Negotiation, Marketing, Banking, Financial Analysis, Sales, Strategy, Investments, Team Building, Due Diligence, Strategic Planning, Management, Financial Reporting, Contract Negotiation, Forecasting
Education
California State University-Fullerton - College of Business and Economics 1979 — 1984
Bachelor's degree, Accounting and Finance
Servite High School, Anaheim, CA 1976 — 1979
Brenda Gonzalez Ricards Brenda Gonzalez Ricards's Wells Fargo Bank Experience August 2010 - May 2014
Job Seasoned Social Responsibility and Community Development Professional
Industry Philanthropy
Experience
National Council of La Raza May 2014 - Present
Wells Fargo Bank August 2010 - May 2014
Wells Fargo Bank August 2007 - August 2010
California State University, Fullerton September 2006 - August 2007
Walking Shield, Inc September 2006 - August 2007
Skills
Curriculum Design, Program Development, Public Speaking, Training Delivery, Online Training, Large Group Facilitation, Community Relations, Emotional Intelligence, Non-profits, Fundraising, Workshop Facilitation, Community Development, Public Relations, Program Management, Social Networking, Leadership, Nonprofits, Community Outreach, Strategic Communications, Leadership Development, Conflict Resolution, Social Media, Grants, Politics, E-Learning, Marketing, Editing, Staff Development, Management, Philanthropy, Grant Writing, Entrepreneurship, Economic Development, Event Management, Government, Employee Training, Newsletters, Business Development, Volunteer Management, Event Planning
Education
California State University-Fullerton 2004 — 2005
M.A., Political Science
California State University-Fullerton 2001 — 2004
Bachelor of Arts Degree, Political Science
National Council of La Raza May 2014 - Present
Wells Fargo Bank August 2010 - May 2014
Wells Fargo Bank August 2007 - August 2010
California State University, Fullerton September 2006 - August 2007
Walking Shield, Inc September 2006 - August 2007
Skills
Curriculum Design, Program Development, Public Speaking, Training Delivery, Online Training, Large Group Facilitation, Community Relations, Emotional Intelligence, Non-profits, Fundraising, Workshop Facilitation, Community Development, Public Relations, Program Management, Social Networking, Leadership, Nonprofits, Community Outreach, Strategic Communications, Leadership Development, Conflict Resolution, Social Media, Grants, Politics, E-Learning, Marketing, Editing, Staff Development, Management, Philanthropy, Grant Writing, Entrepreneurship, Economic Development, Event Management, Government, Employee Training, Newsletters, Business Development, Volunteer Management, Event Planning
Education
California State University-Fullerton 2004 — 2005
M.A., Political Science
California State University-Fullerton 2001 — 2004
Bachelor of Arts Degree, Political Science
Greg Fioresi Greg Fioresi's Wells Fargo Bank Experience 2005 - 2008
Job SVP Region Manager at US Bank
Industry Banking
Experience
US Bank 2008 - Present
Wells Fargo Bank 2005 - 2008
GE Commercial Finance 1997 - 2005
Skills
Real Estate, Recruiting, Small Business, SBA, Investment Properties, Commercial Lending, Small Business Lending, Deposits, Credit Analysis, Mortgage Lending, Lines Of Credit, Consumer Lending
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1988 — 1992
US Bank 2008 - Present
Wells Fargo Bank 2005 - 2008
GE Commercial Finance 1997 - 2005
Skills
Real Estate, Recruiting, Small Business, SBA, Investment Properties, Commercial Lending, Small Business Lending, Deposits, Credit Analysis, Mortgage Lending, Lines Of Credit, Consumer Lending
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1988 — 1992
Ashley Grijalva Ashley Grijalva's Wells Fargo Bank Experience February 2006 - May 2010
Job Account Manager at Houzz
Industry Internet
Experience
Houzz May 2014 - Present
C3 Office Solutions (Copier Products Group) January 2011 - May 2014
Xerox (Copier Products Group) May 2010 - January 2011
IFMC Consultants, Marketing and Supply Chain Specialists March 2010 - May 2010
Wells Fargo Bank February 2006 - May 2010
Pavilions July 2002 - February 2006
Skills
Marketing, Social Media Marketing, Sales, New Business Development, Email Marketing, Customer Service, Customer Satisfaction, Event Planning, Advertising, CRM, Cold Calling, Sales Process
Education
California State University-Fullerton - College of Business and Economics 2007 — 2010
Bachelor of Arts (B.A.) Business Administration, Business Administration; Marketing
Fullerton College
Associate of Arts, Liberal Studies
Canyon High School
Houzz May 2014 - Present
C3 Office Solutions (Copier Products Group) January 2011 - May 2014
Xerox (Copier Products Group) May 2010 - January 2011
IFMC Consultants, Marketing and Supply Chain Specialists March 2010 - May 2010
Wells Fargo Bank February 2006 - May 2010
Pavilions July 2002 - February 2006
Skills
Marketing, Social Media Marketing, Sales, New Business Development, Email Marketing, Customer Service, Customer Satisfaction, Event Planning, Advertising, CRM, Cold Calling, Sales Process
Education
California State University-Fullerton - College of Business and Economics 2007 — 2010
Bachelor of Arts (B.A.) Business Administration, Business Administration; Marketing
Fullerton College
Associate of Arts, Liberal Studies
Canyon High School
Robert Gilmore Robert Gilmore's Wells Fargo Bank Experience September 2012 - July 2013
Job Senior Quality Assurance Engineer
Industry Computer Software
Experience
First Republic Bank September 2015 - Present
First Republic Bank September 2013 - September 2015
Wells Fargo Bank September 2012 - July 2013
RealPage, Inc. December 2011 - August 2012
Wells Fargo Bank March 2010 - December 2011
Inovis Inc. (now OpenText) 2006 - September 2009
Inovis Inc. (now OpenText) 2002 - 2006
Inovis, Inc 2000 - 2002
Harbinger 1997 - 2000
Premenos Corp. 1994 - 1997
Skills
Agile Methodologies, Software Quality..., XML, SDLC, Test Automation, Integration, SaaS, Requirements Analysis, Test Cases, QTP, Test Planning, Quality Assurance, SQL, Cloud Computing, Scrum, Quality Center, Process Improvement, Enterprise Software, Regression Testing, Black Box Testing, JIRA, Automation, Web Testing, Mobile Applications, Hosted Services, Client/server, Integration Testing, EDI, Team Leadership, E-commerce, Test Automation Tools, Web Applications, Web Services, System Testing, Mobile Devices, SOA
Education
Mills College
MA
California State University-Fullerton
B.Mus
Computer Learning Center
Diploma
Sonoma State University
First Republic Bank September 2015 - Present
First Republic Bank September 2013 - September 2015
Wells Fargo Bank September 2012 - July 2013
RealPage, Inc. December 2011 - August 2012
Wells Fargo Bank March 2010 - December 2011
Inovis Inc. (now OpenText) 2006 - September 2009
Inovis Inc. (now OpenText) 2002 - 2006
Inovis, Inc 2000 - 2002
Harbinger 1997 - 2000
Premenos Corp. 1994 - 1997
Skills
Agile Methodologies, Software Quality..., XML, SDLC, Test Automation, Integration, SaaS, Requirements Analysis, Test Cases, QTP, Test Planning, Quality Assurance, SQL, Cloud Computing, Scrum, Quality Center, Process Improvement, Enterprise Software, Regression Testing, Black Box Testing, JIRA, Automation, Web Testing, Mobile Applications, Hosted Services, Client/server, Integration Testing, EDI, Team Leadership, E-commerce, Test Automation Tools, Web Applications, Web Services, System Testing, Mobile Devices, SOA
Education
Mills College
MA
California State University-Fullerton
B.Mus
Computer Learning Center
Diploma
Sonoma State University
Jessica Guzman Jessica Guzman's Wells Fargo Bank Experience June 2001 - November 2005
Job Mortgage Sales Associate at Wells Fargo Home Mortgage
Industry Real Estate
Experience
Wells Fargo Home Mortgage October 2014 - Present
Wells Fargo Private Mortgage Bank March 2012 - Present
Wells Fargo Home Mortgage March 2011 - March 2012
Wells Fargo Financial November 2005 - January 2011
Kendrick Osorio-Fashion Stylist August 2010 - October 2010
CeN Creative Entertainment Network July 2010 - September 2010
Wells Fargo Bank June 2001 - November 2005
Skills
Leadership, Real Estate, Sales, Marketing, Mortgage Lending, Applicant Tracking..., Loans, Customer Service, Credit, Training, Banking, Loan Origination, Refinance, FHA, Mortgage Banking, Mortgage Underwriting
Education
Fullerton College 2006 — 2008
Bachelor of Arts (B.A.), Business Administration with a Concentration in Entreprenuership
California State University-Fullerton, Mihaylo College of Business and Economics 2001 — 2006
BA, Business Administration with a concentration in Entrepreneurship
Wells Fargo Home Mortgage October 2014 - Present
Wells Fargo Private Mortgage Bank March 2012 - Present
Wells Fargo Home Mortgage March 2011 - March 2012
Wells Fargo Financial November 2005 - January 2011
Kendrick Osorio-Fashion Stylist August 2010 - October 2010
CeN Creative Entertainment Network July 2010 - September 2010
Wells Fargo Bank June 2001 - November 2005
Skills
Leadership, Real Estate, Sales, Marketing, Mortgage Lending, Applicant Tracking..., Loans, Customer Service, Credit, Training, Banking, Loan Origination, Refinance, FHA, Mortgage Banking, Mortgage Underwriting
Education
Fullerton College 2006 — 2008
Bachelor of Arts (B.A.), Business Administration with a Concentration in Entreprenuership
California State University-Fullerton, Mihaylo College of Business and Economics 2001 — 2006
BA, Business Administration with a concentration in Entrepreneurship
Chad Hinton's Wells Fargo Bank Experience September 2009 - June 2012
Job Analyst/Officer
Industry Financial Services
Experience
MUFG Union Bank June 2012 - Present
Wells Fargo Bank September 2009 - June 2012
California First Leasing Corporation February 2008 - July 2009
Skills
Commercial Banking, Salesforce.com, Marketing, Sales, Cash Flow, Direct Sales, Consumer Lending, Sales Management, Analysis, Management, Sales Process, Account Management, Sales Presentations, Negotiation, Treasury Management, Mortgage Lending, Financial Analysis, Mortgage Banking, Branch Management, Finance, Cash Management, Commercial Mortgages, Relationship Management, Investments, Banking, Cross Selling, Cold Calling, Credit Analysis, Private Banking, Retail Banking, Deposits, Portfolio Management, Loans, Loan Origination, Credit, Commercial Lending, Small Business Lending, Financial Services, Leadership
Education
California State University-Fullerton 2002 — 2005
Bachelor's of Arts, Communication and Media Studies
MUFG Union Bank June 2012 - Present
Wells Fargo Bank September 2009 - June 2012
California First Leasing Corporation February 2008 - July 2009
Skills
Commercial Banking, Salesforce.com, Marketing, Sales, Cash Flow, Direct Sales, Consumer Lending, Sales Management, Analysis, Management, Sales Process, Account Management, Sales Presentations, Negotiation, Treasury Management, Mortgage Lending, Financial Analysis, Mortgage Banking, Branch Management, Finance, Cash Management, Commercial Mortgages, Relationship Management, Investments, Banking, Cross Selling, Cold Calling, Credit Analysis, Private Banking, Retail Banking, Deposits, Portfolio Management, Loans, Loan Origination, Credit, Commercial Lending, Small Business Lending, Financial Services, Leadership
Education
California State University-Fullerton 2002 — 2005
Bachelor's of Arts, Communication and Media Studies
Michelle Nguyen Michelle Nguyen's Wells Fargo Bank Experience May 2007 - May 2012
Job Director of Business Development at Mpower Staffing
Industry Hospital & Health Care
Experience
Mpower Staffing June 2015 - Present
simplehuman July 2014 - June 2015
simplehuman September 2012 - July 2014
Wells Fargo Bank May 2007 - May 2012
Skills
Sales, Marketing Strategy, Sales Management, Pricing, Merchandising, Forecasting, Account Management, Business Strategy, Cross-functional Team..., Business Development, Product Marketing, Inventory Management, Product Development, Sales Operations, International Business..., Negotiation, Applicant Tracking..., Healthcare, Recruiting, Talent Acquisition, Staffing Services, Temporary Placement, Temporary Staffing, Healthcare Management, Accounting, Nursing, Leadership, Organizational...
Education
California State University-Fullerton 2010 — 2012
Bachelor of Science (B.S.), Finance
Mpower Staffing June 2015 - Present
simplehuman July 2014 - June 2015
simplehuman September 2012 - July 2014
Wells Fargo Bank May 2007 - May 2012
Skills
Sales, Marketing Strategy, Sales Management, Pricing, Merchandising, Forecasting, Account Management, Business Strategy, Cross-functional Team..., Business Development, Product Marketing, Inventory Management, Product Development, Sales Operations, International Business..., Negotiation, Applicant Tracking..., Healthcare, Recruiting, Talent Acquisition, Staffing Services, Temporary Placement, Temporary Staffing, Healthcare Management, Accounting, Nursing, Leadership, Organizational...
Education
California State University-Fullerton 2010 — 2012
Bachelor of Science (B.S.), Finance
Farrah Farzaneh's Wells Fargo Bank Experience October 2011 - April 2013
Job Banker at Wells Fargo
Industry Banking
Experience
Guild Mortgage May 2015 - Present
Wells Fargo April 2013 - June 2014
Wells Fargo Bank October 2011 - April 2013
Hilton Anaheim June 2005 - December 2005
Skills
Great People Skills, Sales Management, General Administration, Microsoft Office, Word, Excel, PowerPoint, Customer Relations, Customer Service, Speaking Farsi, Banking, Finance, Administrative Work, Public Speaking, Microsoft Excel, Microsoft Word, Management, Leadership, Outlook, Project Management, Financial Analysis, Sales, Loan Servicing, Home Equity Lines of..., General Insurance, Access, Analysis, Data Analysis, Marketing, Process Improvement, Recruiting, Research, Retail Banking, Strategic Planning, Social Networking, Time Management, Team Leadership, Team Building
Education
California State University-Fullerton 2011 — 2013
BA, Business administration concentrating in finance
Saddleback College 2002 — 2005
Associate of Arts (AA), Interior Design
Guild Mortgage May 2015 - Present
Wells Fargo April 2013 - June 2014
Wells Fargo Bank October 2011 - April 2013
Hilton Anaheim June 2005 - December 2005
Skills
Great People Skills, Sales Management, General Administration, Microsoft Office, Word, Excel, PowerPoint, Customer Relations, Customer Service, Speaking Farsi, Banking, Finance, Administrative Work, Public Speaking, Microsoft Excel, Microsoft Word, Management, Leadership, Outlook, Project Management, Financial Analysis, Sales, Loan Servicing, Home Equity Lines of..., General Insurance, Access, Analysis, Data Analysis, Marketing, Process Improvement, Recruiting, Research, Retail Banking, Strategic Planning, Social Networking, Time Management, Team Leadership, Team Building
Education
California State University-Fullerton 2011 — 2013
BA, Business administration concentrating in finance
Saddleback College 2002 — 2005
Associate of Arts (AA), Interior Design
My-Ngoc Allred My-Ngoc Allred's Wells Fargo Bank Experience District ManagerWells Fargo Bank1992 - Present
Job District Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank District ManagerWells Fargo Bank1992 - Present
Education
Cal State Fullerton 1990 — 1995
Bachelor's degree, Finance, General
Wells Fargo Bank District ManagerWells Fargo Bank1992 - Present
Education
Cal State Fullerton 1990 — 1995
Bachelor's degree, Finance, General
Paulo Sologuren's Wells Fargo Bank Experience September 2008 - April 2011
Job Media Assistant/Production Coordinator
Industry Entertainment
Experience
Entertainment Tonight February 2014 - Present
LifePro April 2013 - October 2013
Pioneer Services 2011 - December 2012
The Monkey Gym, Inc April 2011 - October 2011
Wells Fargo Bank September 2008 - April 2011
City of La Mirada May 2006 - August 2008
Entertainment Tonight 2007 - 2008
Skills
Leadership, Marketing, Creative Writing, Customer Service, Social Media, Recruiting, Sales, Social Networking, Video Production, Social Media Marketing, Microsoft Office, Budgets, Nonprofits, Event Planning, Final Cut Pro, Microsoft Excel, Research, Facebook, Program Management, Market Research, Relationship Building, Finance, Editing, Management, Film Production, Spanish, TV Production, Celtx, Contract Review, Photoshop, GIMP, Auditing, Mac OS, Online Research, Credit, Microsoft Word, Fundraising, Event Management, Screenwriting, Public Relations, Character Development, Production Management, Distribution Management
Education
California State University-Fullerton 2004 — 2008
Bachelor of Arts (BA), Radio-TV-Film/Ethnic Studies
La Mirada High School 2000 — 2004
High School Diploma
Entertainment Tonight February 2014 - Present
LifePro April 2013 - October 2013
Pioneer Services 2011 - December 2012
The Monkey Gym, Inc April 2011 - October 2011
Wells Fargo Bank September 2008 - April 2011
City of La Mirada May 2006 - August 2008
Entertainment Tonight 2007 - 2008
Skills
Leadership, Marketing, Creative Writing, Customer Service, Social Media, Recruiting, Sales, Social Networking, Video Production, Social Media Marketing, Microsoft Office, Budgets, Nonprofits, Event Planning, Final Cut Pro, Microsoft Excel, Research, Facebook, Program Management, Market Research, Relationship Building, Finance, Editing, Management, Film Production, Spanish, TV Production, Celtx, Contract Review, Photoshop, GIMP, Auditing, Mac OS, Online Research, Credit, Microsoft Word, Fundraising, Event Management, Screenwriting, Public Relations, Character Development, Production Management, Distribution Management
Education
California State University-Fullerton 2004 — 2008
Bachelor of Arts (BA), Radio-TV-Film/Ethnic Studies
La Mirada High School 2000 — 2004
High School Diploma
Nam Xiong Nam Xiong's Wells Fargo Bank Experience May 2003 - February 2005
Job Assurance Staff at EY
Industry Insurance
Experience
EY August 2014 - Present
Pacific Life December 2005 - Present
Pacific Life November 2013 - June 2014
Pacific Life February 2005 - December 2005
Wells Fargo Bank May 2003 - February 2005
Skills
Accounting, Auditing, Finance, Analysis, SEC filings, GAAP, Financial Reporting, General Ledger, Internal Controls, US GAAP, Financial Analysis, Account Reconciliation, Financial Statements
Education
California State University-Fullerton 2012 — 2014
Master of Business Administration (M.B.A.), Accounting, 3.33
The University of Texas at Arlington 2000 — 2004
Bachelor of Arts (BA), Finance, General, 3.45
EY August 2014 - Present
Pacific Life December 2005 - Present
Pacific Life November 2013 - June 2014
Pacific Life February 2005 - December 2005
Wells Fargo Bank May 2003 - February 2005
Skills
Accounting, Auditing, Finance, Analysis, SEC filings, GAAP, Financial Reporting, General Ledger, Internal Controls, US GAAP, Financial Analysis, Account Reconciliation, Financial Statements
Education
California State University-Fullerton 2012 — 2014
Master of Business Administration (M.B.A.), Accounting, 3.33
The University of Texas at Arlington 2000 — 2004
Bachelor of Arts (BA), Finance, General, 3.45
Antoinette Cortez Antoinette Cortez's Wells Fargo Bank Experience June 1996 - October 1999
Job Teacher and Private Tutor at Whittier City School District
Industry Education Management
Experience
Whittier City School District August 2002 - Present
Whittier City School District- Reach for the Stars August 2009 - August 2012
Whittier City School District September 2004 - June 2009
Citibank May 2001 - June 2002
JPMorgan Chase November 1999 - May 2001
Wells Fargo Bank June 1996 - October 1999
Skills
Elementary Education, Management, Sales, Time Management, Teaching, Leadership Development, Employee Training, Teacher Training, Team Building, Communication Skills, Public Speaking, Fundraising, Community Outreach, Nonprofits, Education, Curriculum Design, Curriculum Development, Educational Leadership, Classroom Management, Higher Education, Educational Technology, Literacy, Special Education, ESL, Tutoring
Education
University of Phoenix 2008 — 2012
Master of Arts (MA), Education, GPA= 3.64
California State University-Fullerton 2000 — 2002
Bachelor of Science (BS), Child and Adolescent Development
Whittier City School District August 2002 - Present
Whittier City School District- Reach for the Stars August 2009 - August 2012
Whittier City School District September 2004 - June 2009
Citibank May 2001 - June 2002
JPMorgan Chase November 1999 - May 2001
Wells Fargo Bank June 1996 - October 1999
Skills
Elementary Education, Management, Sales, Time Management, Teaching, Leadership Development, Employee Training, Teacher Training, Team Building, Communication Skills, Public Speaking, Fundraising, Community Outreach, Nonprofits, Education, Curriculum Design, Curriculum Development, Educational Leadership, Classroom Management, Higher Education, Educational Technology, Literacy, Special Education, ESL, Tutoring
Education
University of Phoenix 2008 — 2012
Master of Arts (MA), Education, GPA= 3.64
California State University-Fullerton 2000 — 2002
Bachelor of Science (BS), Child and Adolescent Development
Brian Mercado's Wells Fargo Bank Experience September 2009 - August 2010
Job Registered Investment Advisor/Account Operations Representative at JSF Financial, LLC
Industry Financial Services
Experience
JSF Financial, LLC January 2013 - Present
Zecco Trading, Inc February 2011 - January 2013
Brown & Brown, Inc August 2010 - February 2011
Crystal Cove Wealth Management January 2010 - August 2010
Wells Fargo Bank September 2009 - August 2010
Education
UCLA Extension 2013 — 2014
Certificate, Personal Financial Planning
California State University-Fullerton, Mihaylo College of Business and Economics 2005 — 2010
Bachelor of Arts, Business Administration, Finance and Risk Management & Insurance
JSF Financial, LLC January 2013 - Present
Zecco Trading, Inc February 2011 - January 2013
Brown & Brown, Inc August 2010 - February 2011
Crystal Cove Wealth Management January 2010 - August 2010
Wells Fargo Bank September 2009 - August 2010
Education
UCLA Extension 2013 — 2014
Certificate, Personal Financial Planning
California State University-Fullerton, Mihaylo College of Business and Economics 2005 — 2010
Bachelor of Arts, Business Administration, Finance and Risk Management & Insurance
NIRBHIGNA SHAH NIRBHIGNA SHAH's Wells Fargo Bank Experience December 2006 - August 2010
Job Accountant at Nutricion Fundamental
Industry Accounting
Experience
Nutricion Fundamental September 2015 - Present
EZ Computer Solutions November 2006 - September 2014
US Bank March 2011 - November 2011
Wells Fargo Bank December 2006 - August 2010
Macy's June 2006 - December 2006
Skills
Financial Analysis, Analysis, Management, Finance, Credit, •Computer: Microsoft..., Customer Service, Payroll, Sales, Accounts Receivable, Coaching, Equities, Credit Cards, Financial Modeling, Cross Selling, Accounting, Business Analysis, Data Analysis, Access, Microsoft Excel, Branch Banking, Banking, Financial Accounting, Financial Statements, Forecasting, Business Planning, Business Development, Market Research, Cash Management, Small Business, Lines Of Credit, Credit Analysis, Consumer Lending, Loans, Deposits, Risk Management, Credit Risk, Microsoft Word, Retail Banking, PowerPoint, Loan Origination, Financial Risk, Branch Management, Corporate Finance, Highly experienced with...
Education
California State University-Fullerton 2009 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Mt. San Antonio College 2007 — 2009
Transfer student
Nutricion Fundamental September 2015 - Present
EZ Computer Solutions November 2006 - September 2014
US Bank March 2011 - November 2011
Wells Fargo Bank December 2006 - August 2010
Macy's June 2006 - December 2006
Skills
Financial Analysis, Analysis, Management, Finance, Credit, •Computer: Microsoft..., Customer Service, Payroll, Sales, Accounts Receivable, Coaching, Equities, Credit Cards, Financial Modeling, Cross Selling, Accounting, Business Analysis, Data Analysis, Access, Microsoft Excel, Branch Banking, Banking, Financial Accounting, Financial Statements, Forecasting, Business Planning, Business Development, Market Research, Cash Management, Small Business, Lines Of Credit, Credit Analysis, Consumer Lending, Loans, Deposits, Risk Management, Credit Risk, Microsoft Word, Retail Banking, PowerPoint, Loan Origination, Financial Risk, Branch Management, Corporate Finance, Highly experienced with...
Education
California State University-Fullerton 2009 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Mt. San Antonio College 2007 — 2009
Transfer student
Melissa Pearce's Wells Fargo Bank Experience January 1993 - May 2005
Job Loan Officer at Wilshire Bank
Industry Banking
Experience
Wilshire Bank October 2013 - Present
Bank of Manhattan N.A. October 2013 - February 2015
On Q Financial, Inc. December 2011 - September 2013
Bank of America May 2005 - November 2011
Wells Fargo Bank January 1993 - May 2005
Skills
Mortgage Banking, Home Equity Lines of..., Loan Origination, Mortgage Lending, Loans, Mortgage Planning, Certified Mortgage..., Sellers, VA loans, FHA financing, Government Loans, FHA, USDA, Real Estate Financing, Refinance, Residential Mortgages, VA Loans, FHA Financing
Education
University of California, Irvine 2004 — 2007
Certificate, Personal Financial Planning
California State University-Fullerton, Mihaylo College of Business and Economics 1996 — 1999
Bachelor, Finance and Banking Institutions
Wilshire Bank October 2013 - Present
Bank of Manhattan N.A. October 2013 - February 2015
On Q Financial, Inc. December 2011 - September 2013
Bank of America May 2005 - November 2011
Wells Fargo Bank January 1993 - May 2005
Skills
Mortgage Banking, Home Equity Lines of..., Loan Origination, Mortgage Lending, Loans, Mortgage Planning, Certified Mortgage..., Sellers, VA loans, FHA financing, Government Loans, FHA, USDA, Real Estate Financing, Refinance, Residential Mortgages, VA Loans, FHA Financing
Education
University of California, Irvine 2004 — 2007
Certificate, Personal Financial Planning
California State University-Fullerton, Mihaylo College of Business and Economics 1996 — 1999
Bachelor, Finance and Banking Institutions
Francisca Montes de Oca, SPHR Francisca Montes de Oca, SPHR's Wells Fargo Bank Experience September 2002 - October 2003
Job HR Manager at DTZ
Industry Real Estate
Experience
DTZ December 2014 - Present
MIG January 2014 - December 2014
Newmark Grubb Knight Frank June 2009 - January 2014
Grubb & Ellis January 2008 - June 2009
Grubb & Ellis March 2005 - December 2007
UC Irvine October 2003 - March 2005
Wells Fargo Bank September 2002 - October 2003
ADP September 2000 - September 2002
Skills
Employee Benefits, Human Resources, Deferred Compensation, Benefits Administration, Personnel Management, Onboarding, Workers Compensation, HR Policies, Policy, Employee Handbooks, Microsoft Excel, Analysis, Performance Appraisal, Microsoft Word, Microsoft Office, Workday, Customer Service, Affirmative Action, PowerPoint, Spreadsheets, Ultipro, Outlook, Performance Management, HRIS, Payroll, Due Diligence, ADP Payroll, Employee Relations, Applicant Tracking..., Management, Succession Planning
Education
California State University-Fullerton 2008 — 2010
MBA
California State University-Fullerton 2001 — 2003
BA, Business Management with emphasis in Human Resources
Fullerton College 1999 — 2001
AA, Business Administration
DTZ December 2014 - Present
MIG January 2014 - December 2014
Newmark Grubb Knight Frank June 2009 - January 2014
Grubb & Ellis January 2008 - June 2009
Grubb & Ellis March 2005 - December 2007
UC Irvine October 2003 - March 2005
Wells Fargo Bank September 2002 - October 2003
ADP September 2000 - September 2002
Skills
Employee Benefits, Human Resources, Deferred Compensation, Benefits Administration, Personnel Management, Onboarding, Workers Compensation, HR Policies, Policy, Employee Handbooks, Microsoft Excel, Analysis, Performance Appraisal, Microsoft Word, Microsoft Office, Workday, Customer Service, Affirmative Action, PowerPoint, Spreadsheets, Ultipro, Outlook, Performance Management, HRIS, Payroll, Due Diligence, ADP Payroll, Employee Relations, Applicant Tracking..., Management, Succession Planning
Education
California State University-Fullerton 2008 — 2010
MBA
California State University-Fullerton 2001 — 2003
BA, Business Management with emphasis in Human Resources
Fullerton College 1999 — 2001
AA, Business Administration
Jon Pommier's Wells Fargo Bank Experience August 2004 - April 2012
Job Branch Manager at U.S. Bank
Industry Financial Services
Experience
U.S. Bank April 2012 - Present
Wells Fargo Bank August 2004 - April 2012
Skills
Loans, Credit, Banking, Small Business Lending, Consumer Lending, Retail Banking, Credit Analysis, Cross Selling, Lines Of Credit, Branch Banking, Branch Management, Customer Satisfaction, Customer Service, Deposits, Financial Services, Mortgage Banking, Relationship Management, Sales Management, Small Business
Education
Cal State Fullerton 2003 — 2008
Communications
U.S. Bank April 2012 - Present
Wells Fargo Bank August 2004 - April 2012
Skills
Loans, Credit, Banking, Small Business Lending, Consumer Lending, Retail Banking, Credit Analysis, Cross Selling, Lines Of Credit, Branch Banking, Branch Management, Customer Satisfaction, Customer Service, Deposits, Financial Services, Mortgage Banking, Relationship Management, Sales Management, Small Business
Education
Cal State Fullerton 2003 — 2008
Communications
Mike Kormos, MBA Mike Kormos, MBA's Wells Fargo Bank Experience 1991 - 1995
Job Wealth Management
Industry Investment Management
Experience
AIG February 2012 - Present
Bank Insurance and Securities Association - BISA 1991 - Present
Financial Partners Credit Union 2010 - 2011
Altura Credit Union 2004 - 2010
California Bank & Trust 2002 - 2004
JPMorgan Chase 1996 - 2001
Wells Fargo Bank 1991 - 1995
Union Bank 1988 - 1991
Morgan Stanley 1985 - 1988
Skills
Sales Management, Compensation, Forecasting, Strategic Planning, Account Management, New Business Development, Business Planning, Team Building, P&L, Market Planning, Coaching, Direct Sales, Product Development, Sales Process, Key Account Management, Talent Management, Wealth Management, Mentoring, Budgeting, Executive Management, Financial Planning, Insurance, Series 7, Team Leadership, Public Speaking, Retirement Planning, Financial Management, Change Management, Problem Solving, Annuities, Financial Services
Education
Decker Communications Public Speaking University 1993 — 1993
Graduate, Public Speaking
Pepperdine University 1988 — 1990
The George L. Graziadio School of Business and Management, MBA
California State University-Fullerton 1979 — 1984
BA, Finance
FUHS
AIG February 2012 - Present
Bank Insurance and Securities Association - BISA 1991 - Present
Financial Partners Credit Union 2010 - 2011
Altura Credit Union 2004 - 2010
California Bank & Trust 2002 - 2004
JPMorgan Chase 1996 - 2001
Wells Fargo Bank 1991 - 1995
Union Bank 1988 - 1991
Morgan Stanley 1985 - 1988
Skills
Sales Management, Compensation, Forecasting, Strategic Planning, Account Management, New Business Development, Business Planning, Team Building, P&L, Market Planning, Coaching, Direct Sales, Product Development, Sales Process, Key Account Management, Talent Management, Wealth Management, Mentoring, Budgeting, Executive Management, Financial Planning, Insurance, Series 7, Team Leadership, Public Speaking, Retirement Planning, Financial Management, Change Management, Problem Solving, Annuities, Financial Services
Education
Decker Communications Public Speaking University 1993 — 1993
Graduate, Public Speaking
Pepperdine University 1988 — 1990
The George L. Graziadio School of Business and Management, MBA
California State University-Fullerton 1979 — 1984
BA, Finance
FUHS
Ali Vaziri Ali Vaziri's Wells Fargo Bank Experience June 2004 - September 2008
Job Global Marketing Director/Creative Business Operations
Industry Marketing and Advertising
Experience
Packwell September 2013 - February 2015
Plural Eyes Media, Inc. October 2008 - August 2013
Wells Fargo Bank June 2004 - September 2008
Skills
Marketing, Video, Social Media Marketing, Brand Development, Social Media, Film Production, New Media, Social Networking, Entrepreneurship, Leadership, Online Marketing, Advertising, Start-ups, Marketing Strategy, Public Speaking, Film, Digital Media, Email Marketing, New Business Development, Digital Marketing, Music, Video Editing, Entertainment, Sales
Education
California State University-Fullerton - College of Business and Economics 2003 — 2009
BA, Business Entrepreneurship
Packwell September 2013 - February 2015
Plural Eyes Media, Inc. October 2008 - August 2013
Wells Fargo Bank June 2004 - September 2008
Skills
Marketing, Video, Social Media Marketing, Brand Development, Social Media, Film Production, New Media, Social Networking, Entrepreneurship, Leadership, Online Marketing, Advertising, Start-ups, Marketing Strategy, Public Speaking, Film, Digital Media, Email Marketing, New Business Development, Digital Marketing, Music, Video Editing, Entertainment, Sales
Education
California State University-Fullerton - College of Business and Economics 2003 — 2009
BA, Business Entrepreneurship
Erica Ricci's Wells Fargo Bank Experience August 2007 - February 2010
Job Office Manager at Mariloff International, Inc.
Industry Retail
Experience
Mariloff International, Inc. February 2013 - Present
Pittman Plumbing Supply, Inc April 2012 - February 2013
Harris, Greene LLP March 2010 - February 2012
The BrandMarket January 2011 - May 2011
Wells Fargo Bank August 2007 - February 2010
Starbucks February 2006 - August 2007
Mervyns June 2004 - August 2005
Skills
Notary Public, Organization, Creative Strategy, Customer Service, Google Adwords, Microsoft Office, Multi Tasking, Positive Team Player, Determination, Communication, Promotions, Office Administration, Advertising, Outstanding time..., Event Planning, Travel Arrangements, Office Management, Visual Merchandising, Accounts Payable, Marketing, Time Management, Trade Shows
Education
California State University-Fullerton 2009 — 2011
Bachelor of Arts (B.A.), Communications, Advertising
Saddleback College 2006 — 2009
Associate's degree, General Studies
Mariloff International, Inc. February 2013 - Present
Pittman Plumbing Supply, Inc April 2012 - February 2013
Harris, Greene LLP March 2010 - February 2012
The BrandMarket January 2011 - May 2011
Wells Fargo Bank August 2007 - February 2010
Starbucks February 2006 - August 2007
Mervyns June 2004 - August 2005
Skills
Notary Public, Organization, Creative Strategy, Customer Service, Google Adwords, Microsoft Office, Multi Tasking, Positive Team Player, Determination, Communication, Promotions, Office Administration, Advertising, Outstanding time..., Event Planning, Travel Arrangements, Office Management, Visual Merchandising, Accounts Payable, Marketing, Time Management, Trade Shows
Education
California State University-Fullerton 2009 — 2011
Bachelor of Arts (B.A.), Communications, Advertising
Saddleback College 2006 — 2009
Associate's degree, General Studies
Mounir Said Mounir Said's Wells Fargo Bank Experience October 2011 - December 2012
Job Vice President, District Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2013 - Present
Wells Fargo Bank October 2011 - December 2012
Wells Fargo December 2009 - October 2011
Merrill Lynch August 2008 - December 2010
Wells Fargo May 2004 - March 2008
Skills
Series 7, Series 66, Term Life Insurance, Real Estate, Whole Life, Uniform Combined State..., Credit, Banking, Finance, Loans, Leadership, Sales, Commercial Banking, Commercial Lending, Small Business Lending, Management, Customer Service, Credit Analysis, Consumer Lending, Financial Analysis, Mortgage Lending
Education
California State University-Fullerton 2003 — 2007
Bach, Criminal Justice
Wells Fargo January 2013 - Present
Wells Fargo Bank October 2011 - December 2012
Wells Fargo December 2009 - October 2011
Merrill Lynch August 2008 - December 2010
Wells Fargo May 2004 - March 2008
Skills
Series 7, Series 66, Term Life Insurance, Real Estate, Whole Life, Uniform Combined State..., Credit, Banking, Finance, Loans, Leadership, Sales, Commercial Banking, Commercial Lending, Small Business Lending, Management, Customer Service, Credit Analysis, Consumer Lending, Financial Analysis, Mortgage Lending
Education
California State University-Fullerton 2003 — 2007
Bach, Criminal Justice
Steven Doss Steven Doss's Wells Fargo Bank Experience February 2005 - Present
Job Senior Vice President, Wells Fargo Bank SBA Lending Group
Industry Banking
Experience
Wells Fargo Bank February 2005 - Present
CDC Small Business Finance Corp. January 2010 - Present
CDC Small Business Finance 1995 - 2005
Skills
Small Business Lending, SBA, SBA 504, Commercial Lending, Loans, Commercial Banking, Credit, Financial Analysis, Loan Origination, Leadership, Mortgage Lending, Credit Analysis, Commercial Mortgages, Asset Based Lending, Business Development, Banking, Underwriting, Portfolio Management
Education
California State University-Fullerton 1987 — 1991
BA, Business
Wells Fargo Bank February 2005 - Present
CDC Small Business Finance Corp. January 2010 - Present
CDC Small Business Finance 1995 - 2005
Skills
Small Business Lending, SBA, SBA 504, Commercial Lending, Loans, Commercial Banking, Credit, Financial Analysis, Loan Origination, Leadership, Mortgage Lending, Credit Analysis, Commercial Mortgages, Asset Based Lending, Business Development, Banking, Underwriting, Portfolio Management
Education
California State University-Fullerton 1987 — 1991
BA, Business
Ray Lopez's Wells Fargo Bank Experience September 2008 - Present
Job VP Principal Relationship Manager, Team LeadWells Fargo Bank Specialty Markets Group
Industry Banking
Experience
Wells Fargo Bank September 2008 - Present
Sunwest Bank May 2003 - September 2008
Western Financial Bank October 2001 - May 2003
Skills
Banking, Loans, Credit, Small Business Lending, B2B, Commercial Banking, Sales Process, Benefits Negotiation, Commercial Lending, Financial Markets, Credit Analysis, Cash Management, New Business Development, Portfolio Management, Management, Relationship Management, Executive Coaching, Lines Of Credit, Financial Services, Mortgage Lending, Consumer Lending, Loan Origination, Treasury Management
Education
California State University-Fullerton
Wells Fargo Bank September 2008 - Present
Sunwest Bank May 2003 - September 2008
Western Financial Bank October 2001 - May 2003
Skills
Banking, Loans, Credit, Small Business Lending, B2B, Commercial Banking, Sales Process, Benefits Negotiation, Commercial Lending, Financial Markets, Credit Analysis, Cash Management, New Business Development, Portfolio Management, Management, Relationship Management, Executive Coaching, Lines Of Credit, Financial Services, Mortgage Lending, Consumer Lending, Loan Origination, Treasury Management
Education
California State University-Fullerton
Rich Heisen Rich Heisen's Wells Fargo Bank Experience April 2001 - August 2005
Job Business Center Manager at Citizens Business Bank
Industry Banking
Experience
Citizens Business Bank February 2012 - Present
Wells Fargo - Business Banking Group September 2005 - April 2012
Wells Fargo Bank April 2001 - August 2005
Wells Fargo October 1999 - April 2001
Skills
Sales Management, Commercial Credit, Treasury Management, Credit, Business Development, Leadership, Small Business Lending, Banking, Recruiting, Consumer Lending, Loans, Retail Banking, Commercial Banking, Credit Analysis, Sales, Strategy, Portfolio Management, Management, Mortgage Lending, New Business Development, Commercial Lending, Lines Of Credit, Commercial Mortgages, Relationship Management, Asset Based Lending, CRM, SBA, Cross Selling, Investments, Mergers, Private Banking
Education
University of Washington 2007 — 2009
Graduate Banking Degree- PCBS, Banking
California State University-Fullerton, Mihaylo College of Business and Economics 1984 — 1989
BS, Marketing
Citizens Business Bank February 2012 - Present
Wells Fargo - Business Banking Group September 2005 - April 2012
Wells Fargo Bank April 2001 - August 2005
Wells Fargo October 1999 - April 2001
Skills
Sales Management, Commercial Credit, Treasury Management, Credit, Business Development, Leadership, Small Business Lending, Banking, Recruiting, Consumer Lending, Loans, Retail Banking, Commercial Banking, Credit Analysis, Sales, Strategy, Portfolio Management, Management, Mortgage Lending, New Business Development, Commercial Lending, Lines Of Credit, Commercial Mortgages, Relationship Management, Asset Based Lending, CRM, SBA, Cross Selling, Investments, Mergers, Private Banking
Education
University of Washington 2007 — 2009
Graduate Banking Degree- PCBS, Banking
California State University-Fullerton, Mihaylo College of Business and Economics 1984 — 1989
BS, Marketing
Wade Haddad Wade Haddad's Wells Fargo Bank Experience January 2003 - February 2004
Job Account Manager
Industry Financial Services
Experience
Polaris Industries October 2014 - Present
Gurstel Chargo October 2012 - October 2014
Textron Financial Corporation April 2006 - July 2009
Textron Financial Corporation April 2005 - June 2006
Pacific Mercantile Bank February 2004 - April 2005
Wells Fargo Bank January 2003 - February 2004
Skills
Account Management, Banking, Bankruptcy, Credit, Finance, Financial Risk, Forecasting, Loans, Management, Microsoft Excel, Microsoft Word, Portfolio Management, PowerPoint, Accounting, Analysis, Collections, Customer Service, Financial Analysis, Leadership, Sales, Team Building, Commercial Lending, Credit Analysis
Education
California State University-Fullerton 1998 — 2004
B.A., Speech Communication
Polaris Industries October 2014 - Present
Gurstel Chargo October 2012 - October 2014
Textron Financial Corporation April 2006 - July 2009
Textron Financial Corporation April 2005 - June 2006
Pacific Mercantile Bank February 2004 - April 2005
Wells Fargo Bank January 2003 - February 2004
Skills
Account Management, Banking, Bankruptcy, Credit, Finance, Financial Risk, Forecasting, Loans, Management, Microsoft Excel, Microsoft Word, Portfolio Management, PowerPoint, Accounting, Analysis, Collections, Customer Service, Financial Analysis, Leadership, Sales, Team Building, Commercial Lending, Credit Analysis
Education
California State University-Fullerton 1998 — 2004
B.A., Speech Communication
Jeff Bowman Jeff Bowman's Wells Fargo Bank Experience January 1996 - January 1998
Job Vice President of Mortgage Lending at Guaranteed Rate
Industry Financial Services
Experience
Guaranteed Rate November 2013 - Present
Emery Federal Credit Union March 2011 - October 2013
www.bestjumborate.com September 2002 - March 2011
2003-2011 May 2003 - 2011
UBS June 2001 - May 2003
UBS Financial Services January 2001 - January 2003
UBS Wealth Management 2000 - 2002
Intrepid Securities January 1998 - January 2001
Wells Fargo Bank January 1996 - January 1998
Skills
Investments, Credit, Loans, Mortgage Lending, Real Estate, Management, Strategic Planning, Leadership, Marketing, Finance, Sales, Banking, Portfolio Management, Strategic Financial..., Commercial Lending, Commercial Real Estate, Strategy, Credit Analysis, Capital Markets, Mortgage Banking, Residential Mortgages, Refinance, VA loans, FHA financing, ARM, Fixed Rate Mortgages, Reverse Mortgages, Jumbo Mortgage, Harp, Customer Service, First Time Home Buyers
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1995 — 2000
BA, Economics
Cal State Fullerton
Finance within
Guaranteed Rate November 2013 - Present
Emery Federal Credit Union March 2011 - October 2013
www.bestjumborate.com September 2002 - March 2011
2003-2011 May 2003 - 2011
UBS June 2001 - May 2003
UBS Financial Services January 2001 - January 2003
UBS Wealth Management 2000 - 2002
Intrepid Securities January 1998 - January 2001
Wells Fargo Bank January 1996 - January 1998
Skills
Investments, Credit, Loans, Mortgage Lending, Real Estate, Management, Strategic Planning, Leadership, Marketing, Finance, Sales, Banking, Portfolio Management, Strategic Financial..., Commercial Lending, Commercial Real Estate, Strategy, Credit Analysis, Capital Markets, Mortgage Banking, Residential Mortgages, Refinance, VA loans, FHA financing, ARM, Fixed Rate Mortgages, Reverse Mortgages, Jumbo Mortgage, Harp, Customer Service, First Time Home Buyers
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1995 — 2000
BA, Economics
Cal State Fullerton
Finance within
Herminia Padilla Herminia Padilla's Wells Fargo Bank Experience November 2003 - April 2005
Job Production Support Specialist/Master Scheduler/Senior Planner
Industry Aviation & Aerospace
Experience
UTC Aerospace Systems January 2015 - Present
Martinic Engineering October 2013 - January 2015
UTC Aerospace Systems May 2012 - September 2013
Allfast Fastening Systems August 2011 - May 2012
Monogram Aerospace Fasteners April 2005 - August 2011
Wells Fargo Bank November 2003 - April 2005
Accurate Escrow September 2002 - November 2003
Aerospace Rivet/Allfast Inc September 2000 - August 2002
Monogram Aerospace April 1989 - September 2000
Skills
Training, Supply Chain Management, Kaizen, Logistics, SAP, Supply Management, MRP, Manufacturing, Materials Management, Inventory Management, Supply Chain, 5S, Analysis, Lean Manufacturing, Customer Service, Aerospace, Continuous Improvement
Education
Cal State Fullerton
Certification in Production and Inventory Practice
APICS Inland Empire Chapter
Certification in Production & Inventory Management
UTC Aerospace Systems January 2015 - Present
Martinic Engineering October 2013 - January 2015
UTC Aerospace Systems May 2012 - September 2013
Allfast Fastening Systems August 2011 - May 2012
Monogram Aerospace Fasteners April 2005 - August 2011
Wells Fargo Bank November 2003 - April 2005
Accurate Escrow September 2002 - November 2003
Aerospace Rivet/Allfast Inc September 2000 - August 2002
Monogram Aerospace April 1989 - September 2000
Skills
Training, Supply Chain Management, Kaizen, Logistics, SAP, Supply Management, MRP, Manufacturing, Materials Management, Inventory Management, Supply Chain, 5S, Analysis, Lean Manufacturing, Customer Service, Aerospace, Continuous Improvement
Education
Cal State Fullerton
Certification in Production and Inventory Practice
APICS Inland Empire Chapter
Certification in Production & Inventory Management
Tam Ngo Tam Ngo's Wells Fargo Bank Experience June 2007 - January 2008
Job Human Resources at KaVo Kerr Group, A Danaher Company
Industry Human Resources
Experience
KaVo Kerr Group November 2013 - Present
Pho Superbowl February 2008 - Present
Newegg.com March 2013 - October 2013
Newegg.com December 2011 - October 2013
Wells Fargo Bank June 2007 - January 2008
Skills
Bilingual, Customer Service, E-commerce, Retail Banking, Food & Beverage, Employee Relations, Cash Handling Experience, Human Resources, Recruiting, Applicant Tracking..., Leadership, Training, Interviews, Internet Recruiting, Hiring, Microsoft Office, Taleo, Employee Training, Deferred Compensation, Onboarding, Management, Payroll, PeopleSoft, Benefits Administration, Customer Satisfaction, Teamwork, HRIS, Sourcing, Talent Acquisition, College Recruiting, Time Management, Building Strong..., Performance Management, Benefits Negotiation, Technical Recruiting, HR Policies, Screening, Talent Management, Employment Law, New Hire Orientations, Succession Planning, Social Media
Education
California State University-Fullerton 2006 — 2011
Bachelor's of Arts, Human Resources
Valencia High School /Kraemer 2002 — 2006
HS Diploma, GED
KaVo Kerr Group November 2013 - Present
Pho Superbowl February 2008 - Present
Newegg.com March 2013 - October 2013
Newegg.com December 2011 - October 2013
Wells Fargo Bank June 2007 - January 2008
Skills
Bilingual, Customer Service, E-commerce, Retail Banking, Food & Beverage, Employee Relations, Cash Handling Experience, Human Resources, Recruiting, Applicant Tracking..., Leadership, Training, Interviews, Internet Recruiting, Hiring, Microsoft Office, Taleo, Employee Training, Deferred Compensation, Onboarding, Management, Payroll, PeopleSoft, Benefits Administration, Customer Satisfaction, Teamwork, HRIS, Sourcing, Talent Acquisition, College Recruiting, Time Management, Building Strong..., Performance Management, Benefits Negotiation, Technical Recruiting, HR Policies, Screening, Talent Management, Employment Law, New Hire Orientations, Succession Planning, Social Media
Education
California State University-Fullerton 2006 — 2011
Bachelor's of Arts, Human Resources
Valencia High School /Kraemer 2002 — 2006
HS Diploma, GED
Jason Dorse Jason Dorse's Wells Fargo Bank Experience September 1996 - March 2003
Job Financial Concierge, helping clients grow
Industry Banking
Experience
Comerica Bank March 2013 - Present
Fullerton Commuity Bank March 2003 - August 2011
Wells Fargo Bank September 1996 - March 2003
Skills
Market Plans, Project Management, Leadership Alignment, Multi-Site Management, Risk Management, Steering Committee, Team Coaching, Customer Service, Operations Management, Business Development, New Product Channels, Civic Engagement, Loans, Credit, Leadership, Credit Analysis, Portfolio Management, Small Business Lending, Consumer Lending, Banking, Commercial Lending, Coaching, SBA, Commercial Banking, Financial Analysis, Investments, Lines Of Credit, Cash Flow, Market Planning, Treasury Management, Cash Management, Mortgage Lending, Retail Banking, Finance, Cross Selling, Commercial Mortgages, Loan Origination, FHA, Asset Based Lending, Residential Mortgages, Underwriting, Bank Secrecy Act, Refinance, Mortgage Banking, Deposits, Branch Management, Construction Loans, Financial Institutions, Financial Structuring, Loan Servicing
Education
California State University-Fullerton
Extended education
Don Bosco Technical Institute
Manufacturing Technology
Comerica Bank March 2013 - Present
Fullerton Commuity Bank March 2003 - August 2011
Wells Fargo Bank September 1996 - March 2003
Skills
Market Plans, Project Management, Leadership Alignment, Multi-Site Management, Risk Management, Steering Committee, Team Coaching, Customer Service, Operations Management, Business Development, New Product Channels, Civic Engagement, Loans, Credit, Leadership, Credit Analysis, Portfolio Management, Small Business Lending, Consumer Lending, Banking, Commercial Lending, Coaching, SBA, Commercial Banking, Financial Analysis, Investments, Lines Of Credit, Cash Flow, Market Planning, Treasury Management, Cash Management, Mortgage Lending, Retail Banking, Finance, Cross Selling, Commercial Mortgages, Loan Origination, FHA, Asset Based Lending, Residential Mortgages, Underwriting, Bank Secrecy Act, Refinance, Mortgage Banking, Deposits, Branch Management, Construction Loans, Financial Institutions, Financial Structuring, Loan Servicing
Education
California State University-Fullerton
Extended education
Don Bosco Technical Institute
Manufacturing Technology
Jimmy Lam-My Jimmy Lam-My's Wells Fargo Bank Experience January 1995 - November 1999
Job IT Datacom Tech 2 at Time Warner Cable
Industry Telecommunications
Experience
Time Warner Cable March 2000 - Present
Wells Fargo Bank January 1995 - November 1999
Skills
Troubleshooting, Wireless, Desktop Deployment, Telecommunications, VoIP, Broadband, Desktop Administration, Active Directory..., Microsoft Office, MDT 2010, MDT 2012, Apple OS X Lion, Call Centers, Technical Support, Windows 7, Customer Satisfaction, Networking, Computer Network..., System Deployment, LAN-WAN, WAN, Cabling, Software Installation, Ethernet, Network Engineering, Routers
Education
Cal State Fullerton
Time Warner Cable March 2000 - Present
Wells Fargo Bank January 1995 - November 1999
Skills
Troubleshooting, Wireless, Desktop Deployment, Telecommunications, VoIP, Broadband, Desktop Administration, Active Directory..., Microsoft Office, MDT 2010, MDT 2012, Apple OS X Lion, Call Centers, Technical Support, Windows 7, Customer Satisfaction, Networking, Computer Network..., System Deployment, LAN-WAN, WAN, Cabling, Software Installation, Ethernet, Network Engineering, Routers
Education
Cal State Fullerton
Kim Lambert Kim Lambert's Wells Fargo Bank Experience May 2010 - May 2011
Job Doctoral Student Physical Therapy at Chapman University
Industry Financial Services
Experience
Chapman University July 2014 - Present
Big Fish Payroll Services May 2011 - June 2014
Wells Fargo Bank May 2010 - May 2011
Wells Fargo October 2007 - April 2010
Skills
Sales, Marketing, Payroll, Account Management, Customer Service, Banking, Strategic Partnerships, Human Resources, Relationship Management, 401k, Wealth Management, Business Development
Education
California State University-Fullerton 2005 — 2009
B.A., Speech Communication
Chapman University July 2014 - Present
Big Fish Payroll Services May 2011 - June 2014
Wells Fargo Bank May 2010 - May 2011
Wells Fargo October 2007 - April 2010
Skills
Sales, Marketing, Payroll, Account Management, Customer Service, Banking, Strategic Partnerships, Human Resources, Relationship Management, 401k, Wealth Management, Business Development
Education
California State University-Fullerton 2005 — 2009
B.A., Speech Communication
Michael Robertson NMLSR ID 238548 Michael Robertson NMLSR ID 238548's Wells Fargo Bank Experience August 2010 - Present
Job Sales Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank August 2010 - Present
GEM Mortgage, Inc February 2008 - July 2010
Bristol Home Loans June 2000 - February 2007
Fieldstone Mortgage Company 1998 - 2000
Admiral Mortgage 1993 - 1997
Skills
Mortgage Lending, FHA, Reverse Mortgages, First Time Home Buyers, Loans, VA Loans, Investment Properties, Refinance, Residential Mortgages
Education
Cal State Fullerton 1988 — 1991
Bachelors of Science, Business Administration
Cerritos College 1982 — 1987
Associates of Arts, Business
Wells Fargo Bank August 2010 - Present
GEM Mortgage, Inc February 2008 - July 2010
Bristol Home Loans June 2000 - February 2007
Fieldstone Mortgage Company 1998 - 2000
Admiral Mortgage 1993 - 1997
Skills
Mortgage Lending, FHA, Reverse Mortgages, First Time Home Buyers, Loans, VA Loans, Investment Properties, Refinance, Residential Mortgages
Education
Cal State Fullerton 1988 — 1991
Bachelors of Science, Business Administration
Cerritos College 1982 — 1987
Associates of Arts, Business
June Grothe June Grothe's Wells Fargo Bank Experience 1980 - 1984
Job President at JG Construction
Industry Construction
Experience
JG Construction 1984 - Present
Wells Fargo Bank 1980 - 1984
Skills
Construction, Construction Management, Contractors, Budgets, Change Orders, Renovation, Pre-construction, Subcontracting, Contract Management, Submittals, Project Planning, Customer Service, Team Building, Strategic Planning
Education
California State University-Fullerton
Bachelor of Arts (BA)
JG Construction 1984 - Present
Wells Fargo Bank 1980 - 1984
Skills
Construction, Construction Management, Contractors, Budgets, Change Orders, Renovation, Pre-construction, Subcontracting, Contract Management, Submittals, Project Planning, Customer Service, Team Building, Strategic Planning
Education
California State University-Fullerton
Bachelor of Arts (BA)
John Varughese John Varughese's Wells Fargo Bank Experience April 2004 - January 2006
Job Vice President Business Development at Bankers Fidelity Capital Advisors
Industry Banking
Experience
Bankers Fidelity Capital Advisors November 2009 - Present
Fullerton Community Bank/Business Community Capital January 2006 - May 2008
Wells Fargo Bank April 2004 - January 2006
Skills
Banking, Commercial Lending, Loans, Credit, Small Business Lending, Cash Management, Residential Mortgages, FHA financing, VA loans, Real Estate, Lines Of Credit, Credit Analysis, Commercial Mortgages, Underwriting, SBA, Commercial Banking, Commercial Real Estate, Asset Based Lending, Consumer Lending, Real Estate Economics, Funding, Loan Origination, Retail Banking, Business Development, Investments, Mortgage Banking, Mortgage Lending, Risk Management, Portfolio Management, Financial Analysis, Treasury Management, Mergers & Acquisitions, Real Estate Financing, Cross Selling, Refinance, Financial Structuring, Finance, Construction Loans, Financial Services, FHA, Loss Mitigation, Relationship Management, Credit Risk, Loan Servicing, Structured Finance, USDA, Mortgage Underwriting, Deposits, Executive Management, Asset Management
Education
California State University-Fullerton 2003 — 2008
BA, Psychology
Bankers Fidelity Capital Advisors November 2009 - Present
Fullerton Community Bank/Business Community Capital January 2006 - May 2008
Wells Fargo Bank April 2004 - January 2006
Skills
Banking, Commercial Lending, Loans, Credit, Small Business Lending, Cash Management, Residential Mortgages, FHA financing, VA loans, Real Estate, Lines Of Credit, Credit Analysis, Commercial Mortgages, Underwriting, SBA, Commercial Banking, Commercial Real Estate, Asset Based Lending, Consumer Lending, Real Estate Economics, Funding, Loan Origination, Retail Banking, Business Development, Investments, Mortgage Banking, Mortgage Lending, Risk Management, Portfolio Management, Financial Analysis, Treasury Management, Mergers & Acquisitions, Real Estate Financing, Cross Selling, Refinance, Financial Structuring, Finance, Construction Loans, Financial Services, FHA, Loss Mitigation, Relationship Management, Credit Risk, Loan Servicing, Structured Finance, USDA, Mortgage Underwriting, Deposits, Executive Management, Asset Management
Education
California State University-Fullerton 2003 — 2008
BA, Psychology
Nilesh Mehta, MBA's Wells Fargo Bank Experience August 2002 - February 2010
Job Financial Analyst at US Department of Justice
Industry Government Relations
Experience
Ruchman and Associates, Inc. February 2010 - Present
Depart of Justice 2010 - 2014
Depart of Justice 2010 - 2014
Wells Fargo Bank August 2002 - February 2010
Skills
Financial Modeling, Investments
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2007 — 2009
MBA - Finance, Finance
University of California, Irvine 2002 — 2006
2 bachlors degrees, Economics, Political Science
Ruchman and Associates, Inc. February 2010 - Present
Depart of Justice 2010 - 2014
Depart of Justice 2010 - 2014
Wells Fargo Bank August 2002 - February 2010
Skills
Financial Modeling, Investments
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2007 — 2009
MBA - Finance, Finance
University of California, Irvine 2002 — 2006
2 bachlors degrees, Economics, Political Science
Carissa Vrana Carissa Vrana's Wells Fargo Bank Experience December 2002 - December 2004
Job VP, Business Banker at JPMorgan Chase
Industry Banking
Experience
Dallas Polo Club April 2012 - Present
JP Morgan Chase Bank/WAMU May 2008 - December 2009
Vision Bank Texas February 2008 - May 2008
Wachovia Bank December 2005 - February 2008
Wachovia, A Wells Fargo Company 2005 - 2007
Aflac January 2005 - December 2005
Wells Fargo Bank December 2002 - December 2004
Skills
Credit, Loans, Small Business Lending, Banking, Commercial Banking, Commercial Lending, Sales, Investments, Mortgage Lending, Finance, Portfolio Management, Retail Banking, Insurance, Lines Of Credit, Credit Analysis, Consumer Lending
Education
California State University-Fullerton 2001 — 2004
Bachelors, Business Admin
Collin County Community College
Associate of Liberal Arts, Business Administration
Dallas Polo Club April 2012 - Present
JP Morgan Chase Bank/WAMU May 2008 - December 2009
Vision Bank Texas February 2008 - May 2008
Wachovia Bank December 2005 - February 2008
Wachovia, A Wells Fargo Company 2005 - 2007
Aflac January 2005 - December 2005
Wells Fargo Bank December 2002 - December 2004
Skills
Credit, Loans, Small Business Lending, Banking, Commercial Banking, Commercial Lending, Sales, Investments, Mortgage Lending, Finance, Portfolio Management, Retail Banking, Insurance, Lines Of Credit, Credit Analysis, Consumer Lending
Education
California State University-Fullerton 2001 — 2004
Bachelors, Business Admin
Collin County Community College
Associate of Liberal Arts, Business Administration
Jennifer Stinnett Jennifer Stinnett's Wells Fargo Bank Experience September 2004 - August 2011
Job Project Coordinator at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2014 - Present
Wells Fargo August 2011 - January 2014
Wells Fargo Bank September 2004 - August 2011
Wells Fargo Bank December 2002 - September 2004
Wells Fargo June 2001 - December 2002
Skills
Event Planning, Project Management, Contract Negotiation, Retail Banking, Banking, Series 7, Wealth Management
Education
Cal State Fullerton 1998 — 2002
Wells Fargo February 2014 - Present
Wells Fargo August 2011 - January 2014
Wells Fargo Bank September 2004 - August 2011
Wells Fargo Bank December 2002 - September 2004
Wells Fargo June 2001 - December 2002
Skills
Event Planning, Project Management, Contract Negotiation, Retail Banking, Banking, Series 7, Wealth Management
Education
Cal State Fullerton 1998 — 2002
Cathy Dragna Cathy Dragna's Wells Fargo Bank Experience January 2009 - January 2012
Job Mortgage Banker at WaterMark Capital Inc.
Industry Financial Services
Experience
WaterMark Capital Inc. January 2012 - Present
Wells Fargo Bank January 2009 - January 2012
Skills
Insurance, Loan Origination, Banking, Corporate Finance, Sales, Mortgage Banking, Mortgage Lending, Business Development, Negotiation, Residential Mortgages, Marketing, FHA, Refinance, Loans, Sales Management, USDA, FHA financing, VA loans, Mortgage Underwriting, Consumer Lending, Credit, Finance, Commercial Lending, Credit Analysis, Small Business Lending, Underwriting, Commercial Banking, Relationship Management, Financial Services, Certified Mortgage..., Credit Risk, Retail Banking, Investments
Education
Cal State Fullerton
English
canyon highschool
WaterMark Capital Inc. January 2012 - Present
Wells Fargo Bank January 2009 - January 2012
Skills
Insurance, Loan Origination, Banking, Corporate Finance, Sales, Mortgage Banking, Mortgage Lending, Business Development, Negotiation, Residential Mortgages, Marketing, FHA, Refinance, Loans, Sales Management, USDA, FHA financing, VA loans, Mortgage Underwriting, Consumer Lending, Credit, Finance, Commercial Lending, Credit Analysis, Small Business Lending, Underwriting, Commercial Banking, Relationship Management, Financial Services, Certified Mortgage..., Credit Risk, Retail Banking, Investments
Education
Cal State Fullerton
English
canyon highschool
Jessica Meister Jessica Meister's Wells Fargo Bank Experience August 2002 - August 2010
Job Office Manager Administrative Assistant at Facebook
Industry Entertainment
Experience
Facebook January 2015 - Present
NBCUniversal, Inc. August 2010 - December 2014
Wells Fargo Bank August 2002 - August 2010
TPMB 1997 - 2002
Skills
Office Administration, Microsoft Office, Event Management, Customer Service, Workshop Facilitation, Budgets, Management, Spanish, Teamwork, Event Planning, Social Networking, Entertainment, Social Media, FileMaker, Marketing, Mac, Television, Sales, Facebook, Blogging, Leadership
Education
California State University-Fullerton 2005 — 2008
BS, Child and Adolescent Development
UCLA 2013 — 2014
Human Resources Management Certification
Facebook January 2015 - Present
NBCUniversal, Inc. August 2010 - December 2014
Wells Fargo Bank August 2002 - August 2010
TPMB 1997 - 2002
Skills
Office Administration, Microsoft Office, Event Management, Customer Service, Workshop Facilitation, Budgets, Management, Spanish, Teamwork, Event Planning, Social Networking, Entertainment, Social Media, FileMaker, Marketing, Mac, Television, Sales, Facebook, Blogging, Leadership
Education
California State University-Fullerton 2005 — 2008
BS, Child and Adolescent Development
UCLA 2013 — 2014
Human Resources Management Certification
Dom Legaspi Dom Legaspi's Wells Fargo Bank Experience February 2012 - Present
Job Vice President, Operational Risk Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank February 2012 - Present
Wells Fargo Bank June 2010 - February 2012
Wells Fargo Bank June 2007 - June 2010
Wells Fargo Bank June 2006 - June 2007
Wells Fargo Bank October 2005 - June 2006
UC Berkeley April 2002 - October 2005
Hosting.com April 1999 - February 2002
PageNet September 1998 - April 1999
Skills
Customer Service, Analysis, Finance, Management, Financial Modeling, Financial Analysis, Banking, Risk Management, Process Improvement, Leadership, CRM, Accounting, Financial Reporting
Education
California State University-Hayward - School of Business and Economics 2003 — 2006
MBA, Finance
San Diego State University-California State University 1998 — 2001
BA, Communication, Media Management
Wells Fargo Bank February 2012 - Present
Wells Fargo Bank June 2010 - February 2012
Wells Fargo Bank June 2007 - June 2010
Wells Fargo Bank June 2006 - June 2007
Wells Fargo Bank October 2005 - June 2006
UC Berkeley April 2002 - October 2005
Hosting.com April 1999 - February 2002
PageNet September 1998 - April 1999
Skills
Customer Service, Analysis, Finance, Management, Financial Modeling, Financial Analysis, Banking, Risk Management, Process Improvement, Leadership, CRM, Accounting, Financial Reporting
Education
California State University-Hayward - School of Business and Economics 2003 — 2006
MBA, Finance
San Diego State University-California State University 1998 — 2001
BA, Communication, Media Management
Taryn Tom Taryn Tom's Wells Fargo Bank Experience October 2011 - August 2014
Job Business
Industry Accounting
Experience
ExED July 2015 - Present
ExED August 2014 - July 2015
Wells Fargo Bank October 2011 - August 2014
Skills
Accounting, Outlook, Customer Service, Leadership, Microsoft Office, Microsoft Word, Access, Microsoft Excel, Financial Analysis, Data Entry, PowerPoint, Data Analysis, Social Media Marketing
Education
California State University-Fullerton 2006 — 2010
Bachelor's Degree, Accounting
ExED July 2015 - Present
ExED August 2014 - July 2015
Wells Fargo Bank October 2011 - August 2014
Skills
Accounting, Outlook, Customer Service, Leadership, Microsoft Office, Microsoft Word, Access, Microsoft Excel, Financial Analysis, Data Entry, PowerPoint, Data Analysis, Social Media Marketing
Education
California State University-Fullerton 2006 — 2010
Bachelor's Degree, Accounting
Steve Millbern Steve Millbern's Wells Fargo Bank Experience April 1999 - April 2000
Job Over 30 years experience in Residential Appraisal. Expert in appraisals for divorce, estate, and general litigation.
Industry Real Estate
Experience
Millbern & Associates April 2008 - Present
Aurora Loan Services November 2004 - March 2008
Rels - Value IT April 2000 - November 2004
Wells Fargo Bank April 1999 - April 2000
Long Beach Mortgage Co April 1996 - April 1999
Skills
Appraisals, Property, Valuation, Sales, Management, Credit, Investment Properties, Residential Homes, Real Estate, Loans, Mortgage Lending, REO, Foreclosures, Loss Mitigation, Financial Risk, Leadership
Education
California State University-Fullerton 1971 — 1974
Certificate, Real estate Finance
California State University-Long Beach 1969 — 1972
BA
Millbern & Associates April 2008 - Present
Aurora Loan Services November 2004 - March 2008
Rels - Value IT April 2000 - November 2004
Wells Fargo Bank April 1999 - April 2000
Long Beach Mortgage Co April 1996 - April 1999
Skills
Appraisals, Property, Valuation, Sales, Management, Credit, Investment Properties, Residential Homes, Real Estate, Loans, Mortgage Lending, REO, Foreclosures, Loss Mitigation, Financial Risk, Leadership
Education
California State University-Fullerton 1971 — 1974
Certificate, Real estate Finance
California State University-Long Beach 1969 — 1972
BA
kevin tsao kevin tsao's Wells Fargo Bank Experience April 2003 - September 2005
Job Marketing Manager at Green Culture
Industry Furniture
Experience
Green Culture February 2006 - Present
Green Culture February 2006 - April 2006
Wells Fargo Bank April 2003 - September 2005
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2001 — 2006
Green Culture February 2006 - Present
Green Culture February 2006 - April 2006
Wells Fargo Bank April 2003 - September 2005
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2001 — 2006
Duane Allen Duane Allen's Wells Fargo Bank Experience July 1994 - July 2003
Job Managing Director Private Banking at Union Bank Private Bank
Industry Financial Services
Experience
Union Bank April 2014 - Present
Union Bank June 2012 - Present
Wells Fargo, Wealth Management July 1994 - May 2012
Wells Fargo Bank July 1994 - July 2003
Ralph's Grocery January 1987 - January 1994
Skills
Private Wealth..., Wealth Management, Private Banking, Retail Banking, Executive Management, P&L Management, Sales Management, Sales Process, Strategic Leadership, Strategic Planning, Business Strategy, Business Planning, Coaching, Training &..., Team Leadership, Team Building, Customer Service, New Business Development, Cross Selling, Credit, Wealth Management..., Leadership, Business Development, Financial Services, Investments, Loans, Management, Finance, Sales, Portfolio Management, Banking, Strategic Financial..., Strategy, Series 7, Series 63, Small Business Lending, Retirement Planning, Financial Planning
Education
University of California, Irvine 2001 — 2003
Personal Planning Certificate (PFP), Financial Planning
Pepperdine University 1998 — 2000
MBA, Business and Finance
California State University-Fullerton 1989 — 1994
BA, Business, Finance, and Communications
Union Bank April 2014 - Present
Union Bank June 2012 - Present
Wells Fargo, Wealth Management July 1994 - May 2012
Wells Fargo Bank July 1994 - July 2003
Ralph's Grocery January 1987 - January 1994
Skills
Private Wealth..., Wealth Management, Private Banking, Retail Banking, Executive Management, P&L Management, Sales Management, Sales Process, Strategic Leadership, Strategic Planning, Business Strategy, Business Planning, Coaching, Training &..., Team Leadership, Team Building, Customer Service, New Business Development, Cross Selling, Credit, Wealth Management..., Leadership, Business Development, Financial Services, Investments, Loans, Management, Finance, Sales, Portfolio Management, Banking, Strategic Financial..., Strategy, Series 7, Series 63, Small Business Lending, Retirement Planning, Financial Planning
Education
University of California, Irvine 2001 — 2003
Personal Planning Certificate (PFP), Financial Planning
Pepperdine University 1998 — 2000
MBA, Business and Finance
California State University-Fullerton 1989 — 1994
BA, Business, Finance, and Communications
Desiree Arias Desiree Arias's Wells Fargo Bank Experience November 2006 - September 2011
Job Plan Administration and Service Support Consultant at Transamerica
Industry Marketing and Advertising
Experience
Transamerica September 2011 - Present
Transamerica Retirement Services September 2011 - Present
Wells Fargo November 2006 - September 2011
Wells Fargo Bank November 2006 - September 2011
Skills
Microsoft Office, Customer Service, Leadership, Sales, Project Management, Marketing
Education
California State University-Fullerton 2004 — 2011
Bachelor of Business Administration (BBA), Marketing, 3.6
Transamerica September 2011 - Present
Transamerica Retirement Services September 2011 - Present
Wells Fargo November 2006 - September 2011
Wells Fargo Bank November 2006 - September 2011
Skills
Microsoft Office, Customer Service, Leadership, Sales, Project Management, Marketing
Education
California State University-Fullerton 2004 — 2011
Bachelor of Business Administration (BBA), Marketing, 3.6
Diana Nesheiwat Diana Nesheiwat's Wells Fargo Bank Experience December 2005 - January 2009
Job Business Area Manager at Wells Fargo/Vice President
Industry Banking
Experience
Wells Fargo August 2015 - Present
Wells Fargo April 2013 - Present
Wells Fargo April 2011 - April 2013
Wells Fargo January 2009 - August 2011
Wells Fargo Bank December 2005 - January 2009
Skills
Banking, Credit, Loans, Mortgage Lending, Commercial Lending, Credit Analysis, Loan Origination, Consumer Lending, Small Business Lending, Relationship Management, Retail Banking, Cross Selling, Financial Services, Commercial Banking, Customer Service, Portfolio Management, Management
Education
California State University-Fullerton 2003 — 2006
Bachelor of Business Administration (BBA), Business/Finance
Fullerton College 2000 — 2003
Associate of Arts and Sciences (AAS), Finance and Financial Management Services
Wells Fargo August 2015 - Present
Wells Fargo April 2013 - Present
Wells Fargo April 2011 - April 2013
Wells Fargo January 2009 - August 2011
Wells Fargo Bank December 2005 - January 2009
Skills
Banking, Credit, Loans, Mortgage Lending, Commercial Lending, Credit Analysis, Loan Origination, Consumer Lending, Small Business Lending, Relationship Management, Retail Banking, Cross Selling, Financial Services, Commercial Banking, Customer Service, Portfolio Management, Management
Education
California State University-Fullerton 2003 — 2006
Bachelor of Business Administration (BBA), Business/Finance
Fullerton College 2000 — 2003
Associate of Arts and Sciences (AAS), Finance and Financial Management Services
Tania Katbi Tania Katbi's Wells Fargo Bank Experience November 2009 - December 2011
Job Southern California Regional Manager/Director of Development at EarthShare California
Industry Renewables & Environment
Experience
EarthShare California May 2015 - Present
EarthShare California September 2014 - May 2015
Santa Ana Police Department November 2012 - April 2015
Wells Fargo Bank November 2009 - December 2011
Fuzziwhig's Candy Factory April 2009 - May 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, HTML, Research, Social Media, Public Speaking, Teamwork, Windows, English, Outlook, SPSS, Leadership, Sales, Management
Education
California State University-Fullerton 2009 — 2013
Bachelor of Business Administration (B.B.A.), Economics, Senior
SKEMA Business School 2012 — 2012
Bachelor's degree, Business Administration, Junior
Loara High School
EarthShare California May 2015 - Present
EarthShare California September 2014 - May 2015
Santa Ana Police Department November 2012 - April 2015
Wells Fargo Bank November 2009 - December 2011
Fuzziwhig's Candy Factory April 2009 - May 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, HTML, Research, Social Media, Public Speaking, Teamwork, Windows, English, Outlook, SPSS, Leadership, Sales, Management
Education
California State University-Fullerton 2009 — 2013
Bachelor of Business Administration (B.B.A.), Economics, Senior
SKEMA Business School 2012 — 2012
Bachelor's degree, Business Administration, Junior
Loara High School
Sean Hunter Sean Hunter's Wells Fargo Bank Experience 2009 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Edge September 2011 - May 2015
Wells Fargo Bank 2009 - 2011
Wachovia, A Wells Fargo Company 2008 - 2009
Skills
Series 7, Portfolio Management, Insurance, Investments, Mutual Funds, Asset Management, Series 66, Consumer Lending, Wealth Management, Uniform Combined State..., Credit, Financial Advisory, Financial Services, Strategic Financial..., Retirement Planning, Commercial Banking, Credit Analysis, Loans, Finance, Customer Service
Education
California State University-Fullerton
Finance
Merrill Edge September 2011 - May 2015
Wells Fargo Bank 2009 - 2011
Wachovia, A Wells Fargo Company 2008 - 2009
Skills
Series 7, Portfolio Management, Insurance, Investments, Mutual Funds, Asset Management, Series 66, Consumer Lending, Wealth Management, Uniform Combined State..., Credit, Financial Advisory, Financial Services, Strategic Financial..., Retirement Planning, Commercial Banking, Credit Analysis, Loans, Finance, Customer Service
Education
California State University-Fullerton
Finance
Ashley Lamm Ashley Lamm's Wells Fargo Bank Experience July 2007 - June 2011
Job Paralegal
Industry Law Practice
Experience
Callahan & Blaine August 2015 - September 2015
Newmeyer & Dillion September 2013 - July 2015
Newmeyer & Dillion June 2011 - September 2013
Wells Fargo Bank July 2007 - June 2011
Skills
Microsoft Office, Ecopy PDF Pro, Legal Solutions, LexisNexis, Construction Defect, Civil Litigation, Public Speaking, Social Media, Aderant
Education
UC Irvine, Extension
Paralegal Certificate, Paralegal Studies
California State University-Fullerton
Bachelor's Degree, Political Science, Cum Laude
Callahan & Blaine August 2015 - September 2015
Newmeyer & Dillion September 2013 - July 2015
Newmeyer & Dillion June 2011 - September 2013
Wells Fargo Bank July 2007 - June 2011
Skills
Microsoft Office, Ecopy PDF Pro, Legal Solutions, LexisNexis, Construction Defect, Civil Litigation, Public Speaking, Social Media, Aderant
Education
UC Irvine, Extension
Paralegal Certificate, Paralegal Studies
California State University-Fullerton
Bachelor's Degree, Political Science, Cum Laude
Akemi Lee's Wells Fargo Bank Experience June 2007 - February 2010
Job Owner at Hapa Cupcakes
Industry Education Management
Experience
Hapa Cupcakes Personal BankerJPMorgan Chase BankOctober 2010 - May 2011
Chase Bank September 2010 - April 2011
Precision Wealth January 2010 - September 2010
Wells Fargo Bank June 2007 - February 2010
Wells Fargo June 2006 - December 2008
Halloween Superstore June 2008 - November 2008
RIP Halloween Store May 2008 - November 2008
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2005 — 2009
Finance
Mihaylo Business School, Cal State Fullerton
Business Administration
Hapa Cupcakes Personal BankerJPMorgan Chase BankOctober 2010 - May 2011
Chase Bank September 2010 - April 2011
Precision Wealth January 2010 - September 2010
Wells Fargo Bank June 2007 - February 2010
Wells Fargo June 2006 - December 2008
Halloween Superstore June 2008 - November 2008
RIP Halloween Store May 2008 - November 2008
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2005 — 2009
Finance
Mihaylo Business School, Cal State Fullerton
Business Administration
Denson Kaiklian Denson Kaiklian's Wells Fargo Bank Experience November 2009 - June 2012
Job Independent Senior Advisor
Industry Financial Services
Experience
DaVinci Financial & Insurance Associates October 2012 - Present
Tesoro Diamonds & Fine Jewelry LLC January 2009 - Present
Union Bank July 2012 - October 2012
Wells Fargo Bank November 2009 - June 2012
Wachovia, A Wells Fargo Company September 2009 - April 2010
Tax & Financial Partners, Inc. July 2008 - June 2009
Balboa Capital Corporation January 2006 - July 2007
Bank of America January 2005 - December 2006
Skills
Financial Analysis, Investments, Finance, Credit Analysis, Life Insurance, Wealth Management, Retirement Planning, Estate Planning, Strategic Financial..., Portfolio Management, Loans, Banking, Credit, Public Speaking, Sales, Customer Service, Business Development, Insurance, Financial Planning
Education
California State University-Fullerton 2003 — 2008
BA, Finance & Marketing
DaVinci Financial & Insurance Associates October 2012 - Present
Tesoro Diamonds & Fine Jewelry LLC January 2009 - Present
Union Bank July 2012 - October 2012
Wells Fargo Bank November 2009 - June 2012
Wachovia, A Wells Fargo Company September 2009 - April 2010
Tax & Financial Partners, Inc. July 2008 - June 2009
Balboa Capital Corporation January 2006 - July 2007
Bank of America January 2005 - December 2006
Skills
Financial Analysis, Investments, Finance, Credit Analysis, Life Insurance, Wealth Management, Retirement Planning, Estate Planning, Strategic Financial..., Portfolio Management, Loans, Banking, Credit, Public Speaking, Sales, Customer Service, Business Development, Insurance, Financial Planning
Education
California State University-Fullerton 2003 — 2008
BA, Finance & Marketing
Denise Herron Denise Herron's Wells Fargo Bank Experience September 1991 - August 1998
Job Office Associate at Virginia Beach City Public Schools
Industry Consumer Services
Experience
Virginia Beach City Public Schools August 2015 - Present
Virginia Beach City Public Schools 2014 - August 2015
Onslow County School September 2008 - August 2010
Wells Fargo Bank September 1991 - August 1998
Skills
Customer Satisfaction, Microsoft Office, Microsoft Excel, Data Entry, Microsoft Word, Customer Service, Budgets, Public Speaking, Research, Training, PowerPoint, Leadership, Outlook
Education
University of Arizona 1995 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
California State University-Fullerton 1992 — 1994
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Saddleback College 1990 — 1992
Associate of Arts (A.A.), General Studies
Virginia Beach City Public Schools August 2015 - Present
Virginia Beach City Public Schools 2014 - August 2015
Onslow County School September 2008 - August 2010
Wells Fargo Bank September 1991 - August 1998
Skills
Customer Satisfaction, Microsoft Office, Microsoft Excel, Data Entry, Microsoft Word, Customer Service, Budgets, Public Speaking, Research, Training, PowerPoint, Leadership, Outlook
Education
University of Arizona 1995 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
California State University-Fullerton 1992 — 1994
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Saddleback College 1990 — 1992
Associate of Arts (A.A.), General Studies
Ashwin Israni Ashwin Israni's Wells Fargo Bank Experience December 2002 - August 2009
Job Director Retail Banking & Wealth Markets Treasury Services at Union Bank
Industry Banking
Experience
Union Bank September 2013 - Present
Union Bank September 2011 - September 2013
Union Bank August 2009 - September 2011
Wells Fargo Bank December 2002 - August 2009
Skills
Small Business Lending, Treasury Services, Treasury Management, Commercial Banking, Cash Management, Risk Management, ACH, Loans, Credit Analysis, Cross Selling, Credit Risk, Asset Based Lending, Retail Banking, Credit, Relationship Management, Portfolio Management, Consumer Lending, Banking, Lines Of Credit, Financial Services, Internet Banking, Private Banking, Commercial Mortgages, Financial Risk, Payments
Education
California State University-Fullerton - College of Business and Economics 2001 — 2003
Bachelor's, Finance
Union Bank September 2013 - Present
Union Bank September 2011 - September 2013
Union Bank August 2009 - September 2011
Wells Fargo Bank December 2002 - August 2009
Skills
Small Business Lending, Treasury Services, Treasury Management, Commercial Banking, Cash Management, Risk Management, ACH, Loans, Credit Analysis, Cross Selling, Credit Risk, Asset Based Lending, Retail Banking, Credit, Relationship Management, Portfolio Management, Consumer Lending, Banking, Lines Of Credit, Financial Services, Internet Banking, Private Banking, Commercial Mortgages, Financial Risk, Payments
Education
California State University-Fullerton - College of Business and Economics 2001 — 2003
Bachelor's, Finance
Sarah Nesh Sarah Nesh's Wells Fargo Bank Experience January 2004 - September 2008
Job Communications/Public Relations
Industry Public Relations and Communications
Experience
Meridian Capital October 2014 - Present
Century 21 November 2011 - August 2012
Remarketing of America February 2010 - June 2011
TRC Solutions October 2008 - January 2010
Wells Fargo Bank January 2004 - September 2008
Skills
Proficient, in...
Education
Citrus College 2013 — 2014
Associate's degree, Communication and Media Studies/International Affairs, 4.0
California State University-Fullerton
Bachelor's degree, International Relations and Affairs
Citrus College
Associate of Arts (AA), Mass Communication/Media Studies
Meridian Capital October 2014 - Present
Century 21 November 2011 - August 2012
Remarketing of America February 2010 - June 2011
TRC Solutions October 2008 - January 2010
Wells Fargo Bank January 2004 - September 2008
Skills
Proficient, in...
Education
Citrus College 2013 — 2014
Associate's degree, Communication and Media Studies/International Affairs, 4.0
California State University-Fullerton
Bachelor's degree, International Relations and Affairs
Citrus College
Associate of Arts (AA), Mass Communication/Media Studies
Sergio Meza Sergio Meza's Wells Fargo Bank Experience June 2003 - July 2004
Job Local Digital Media Strategist at Univision Interactive Media
Industry Internet
Experience
Univision Interactive Media June 2012 - Present
Clement & Co March 2009 - Present
Yahoo! August 2008 - May 2012
California State Automobile Association (AAA) January 2005 - August 2008
Wells Fargo Bank June 2003 - July 2004
Skills
Social Media Marketing, Advertising, New Media, Video, Facebook, Video Production, Online Advertising, Team Management, Digital Media, Social Media, Digital Marketing, E-commerce, Mobile Marketing, Creative Direction, Business Development, Digital Strategy
Education
University of La Verne
Master of Business Administration (MBA), Marketing
California State University-Fullerton 2001 — 2007
BA, History
Univision Interactive Media June 2012 - Present
Clement & Co March 2009 - Present
Yahoo! August 2008 - May 2012
California State Automobile Association (AAA) January 2005 - August 2008
Wells Fargo Bank June 2003 - July 2004
Skills
Social Media Marketing, Advertising, New Media, Video, Facebook, Video Production, Online Advertising, Team Management, Digital Media, Social Media, Digital Marketing, E-commerce, Mobile Marketing, Creative Direction, Business Development, Digital Strategy
Education
University of La Verne
Master of Business Administration (MBA), Marketing
California State University-Fullerton 2001 — 2007
BA, History
Wajiha Dadabhoy Wajiha Dadabhoy's Wells Fargo Bank Experience December 2008 - June 2013
Job Business
Industry Financial Services
Experience
Wells Fargo Bank December 2008 - June 2013
Wells Fargo April 2008 - November 2008
Wells Fargo January 2006 - January 2008
Enterprise Rent-A-Car August 2005 - December 2005
Skills
Management, Training, Leadership, Business Development, Budgets, Time Management, Sales, Banking, Retail, Coaching, Finance, Analysis
Education
Cal State Fullerton 2003 — 2005
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
California State University-Fullerton
Bachelor of Arts (BA), Business Marketing
Wells Fargo Bank December 2008 - June 2013
Wells Fargo April 2008 - November 2008
Wells Fargo January 2006 - January 2008
Enterprise Rent-A-Car August 2005 - December 2005
Skills
Management, Training, Leadership, Business Development, Budgets, Time Management, Sales, Banking, Retail, Coaching, Finance, Analysis
Education
Cal State Fullerton 2003 — 2005
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
California State University-Fullerton
Bachelor of Arts (BA), Business Marketing
Israel Ornelas Israel Ornelas's Wells Fargo Bank Experience November 2008 - June 2010
Job Retail Sales Consultant at Sprint
Industry Retail
Experience
Sprint January 2014 - Present
Chem-Mex Industies, Inc. June 2010 - February 2012
Wells Fargo Bank November 2008 - June 2010
Skills
Customer Service, Inventory Management, Excel, PowerPoint, Purchasing, Word, Vendor Relations, Microsoft Office, Data Entry, Team Building, Negotiation, Procurement, Inventory Control, Banking, Money, Microsoft Excel
Education
California State University-Fullerton 2005 — 2009
Bachelors, Business Administration - General Management
Sprint January 2014 - Present
Chem-Mex Industies, Inc. June 2010 - February 2012
Wells Fargo Bank November 2008 - June 2010
Skills
Customer Service, Inventory Management, Excel, PowerPoint, Purchasing, Word, Vendor Relations, Microsoft Office, Data Entry, Team Building, Negotiation, Procurement, Inventory Control, Banking, Money, Microsoft Excel
Education
California State University-Fullerton 2005 — 2009
Bachelors, Business Administration - General Management
Nancy Milo Nancy Milo's Wells Fargo Bank Experience 2000 - 2005
Job Office Manager at Advanced Builders Inc.
Industry Construction
Experience
Advanced Builders Inc. October 2011 - Present
DOWNEY SAVINGS and LOAN 2005 - 2009
WELLS FARGO BANK 2000 - 2005
Skills
Office Management, Office Administration, Process Scheduler, Invoicing, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Customer Service, Accounts Payable, QuickBooks, Payroll, Construction Drawings, Construction Management, Cross-functional Team..., Teamwork
Education
California State University-Fullerton 1976 — 1979
Associate of Arts (AA), Business Administration and Management, General
La Serna High School, Whittier, CA 1972 — 1976
H.S. Diploma
Advanced Builders Inc. October 2011 - Present
DOWNEY SAVINGS and LOAN 2005 - 2009
WELLS FARGO BANK 2000 - 2005
Skills
Office Management, Office Administration, Process Scheduler, Invoicing, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Customer Service, Accounts Payable, QuickBooks, Payroll, Construction Drawings, Construction Management, Cross-functional Team..., Teamwork
Education
California State University-Fullerton 1976 — 1979
Associate of Arts (AA), Business Administration and Management, General
La Serna High School, Whittier, CA 1972 — 1976
H.S. Diploma
Hao Trankiem Hao Trankiem's Wells Fargo Bank Experience February 2009 - February 2012
Job Mortgage Underwriter IV
Industry Banking
Experience
SunTrust Bank February 2012 - December 2013
Wells Fargo Bank February 2009 - February 2012
LendingTree September 2005 - September 2007
Nationpoint July 1999 - July 2005
Skills
FHA, Mortgage Lending, PowerPoint, Credit, Loans, Microsoft Office, English, Refinance, Research, Microsoft Excel, Microsoft Word, Customer Service
Education
California State University-Fullerton - College of Business and Economics
Bachelor of Business Administration (BBA), Finance and Banking, Bachelor Degree
FHA Direct Endorsement
SunTrust Bank February 2012 - December 2013
Wells Fargo Bank February 2009 - February 2012
LendingTree September 2005 - September 2007
Nationpoint July 1999 - July 2005
Skills
FHA, Mortgage Lending, PowerPoint, Credit, Loans, Microsoft Office, English, Refinance, Research, Microsoft Excel, Microsoft Word, Customer Service
Education
California State University-Fullerton - College of Business and Economics
Bachelor of Business Administration (BBA), Finance and Banking, Bachelor Degree
FHA Direct Endorsement
Justin Rangel's Wells Fargo Bank Experience August 2010 - September 2012
Job Mortgage Consultant Wells Fargo Home Mortgage / Wealth Managment (NMLSR ID: 498933)
Industry Financial Services
Experience
Wells Fargo September 2012 - Present
Wells Fargo Bank August 2010 - September 2012
Wells Fargo Financial April 2006 - August 2010
Skills
Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Non-Conforming, Notary Public, VA loans, Refinance, Government Loans, FHA, Residential Mortgages, FHA financing, Credit Analysis, Credit, Underwriting, Home Equity Loans, Reverse Mortgages, VA Loans, FHA Financing, Banking
Education
California State University-Fullerton 2002 — 2006
Bachelor's degree, Business/Corporate Communications
Wells Fargo September 2012 - Present
Wells Fargo Bank August 2010 - September 2012
Wells Fargo Financial April 2006 - August 2010
Skills
Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Non-Conforming, Notary Public, VA loans, Refinance, Government Loans, FHA, Residential Mortgages, FHA financing, Credit Analysis, Credit, Underwriting, Home Equity Loans, Reverse Mortgages, VA Loans, FHA Financing, Banking
Education
California State University-Fullerton 2002 — 2006
Bachelor's degree, Business/Corporate Communications
Amita Seth's Wells Fargo Bank Experience August 1999 - June 2002
Job AMOS Sales & Client Support Manager @ Insight Financial Services
Industry Financial Services
Experience
Insight Financial Services April 2005 - Present
Western Financial Bank August 2003 - December 2004
Western Financial Bank August 2003 - December 2004
Western Financial Bank August 2003 - December 2004
Western Financial Bank August 2002 - August 2003
Wells Fargo Bank August 1999 - June 2002
Skills
Excel, Customer Service, PowerPoint, Word, Visio, Salesforce.com, Crystal Reports, Microsoft Excel, Outlook, Leadership, Sales, Training, Management, CRM, Analysis, Sales Management, Microsoft Word, Business Development, Strategy, Process Improvement, Marketing, Finance, Banking, Solution Selling
Education
California State University-Fullerton
B.A., Business Administration, Finance
Insight Financial Services April 2005 - Present
Western Financial Bank August 2003 - December 2004
Western Financial Bank August 2003 - December 2004
Western Financial Bank August 2003 - December 2004
Western Financial Bank August 2002 - August 2003
Wells Fargo Bank August 1999 - June 2002
Skills
Excel, Customer Service, PowerPoint, Word, Visio, Salesforce.com, Crystal Reports, Microsoft Excel, Outlook, Leadership, Sales, Training, Management, CRM, Analysis, Sales Management, Microsoft Word, Business Development, Strategy, Process Improvement, Marketing, Finance, Banking, Solution Selling
Education
California State University-Fullerton
B.A., Business Administration, Finance
Sumaiya Ahmed's Wells Fargo Bank Experience March 2002 - Present
Job Personal Banker at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank March 2002 - Present
Education
California State University-Fullerton 2002 — 2005
Wells Fargo Bank March 2002 - Present
Education
California State University-Fullerton 2002 — 2005
Joe Plymesser's Wells Fargo Bank Experience September 2000 - Present
Job AVP, App Sys Eng at Wells Fargo Bank
Industry Banking
Experience
Make A Wish Foundation of San Diego 2008 - Present
Wells Fargo Bank September 2000 - Present
GE Capital Mortgage Services, Inc. August 1993 - August 2000
Shearson Lehman Mortgage April 1982 - July 1993
Armstrong Nurseries January 1981 - March 1982
California State University, Fullerton February 1980 - December 1980
Basic Four Corp April 1979 - January 1980
Skills
Banking
Education
California State University-San Bernardino 1981 — 1982
Business
California State University-Fullerton 1980 — 1981
Computer Science
Coleman College 1978 — 1979
B.S., Computer Science
San Diego State University-California State University 1977 — 1978
Computer Science/Math
San Bernardino Valley College 1975 — 1977
A.A.
Make A Wish Foundation of San Diego 2008 - Present
Wells Fargo Bank September 2000 - Present
GE Capital Mortgage Services, Inc. August 1993 - August 2000
Shearson Lehman Mortgage April 1982 - July 1993
Armstrong Nurseries January 1981 - March 1982
California State University, Fullerton February 1980 - December 1980
Basic Four Corp April 1979 - January 1980
Skills
Banking
Education
California State University-San Bernardino 1981 — 1982
Business
California State University-Fullerton 1980 — 1981
Computer Science
Coleman College 1978 — 1979
B.S., Computer Science
San Diego State University-California State University 1977 — 1978
Computer Science/Math
San Bernardino Valley College 1975 — 1977
A.A.
Kristen Aspray's Wells Fargo Bank Experience September 2010 - Present
Job Customer Service Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank September 2010 - Present
Wachovia May 2007 - September 2010
Wells FargoNewport Coast January 2005 - May 2007
Wells FargoVarious May 2001 - December 2004
Skills
Leadership, Management, Sales, Customer Service, Banking, Event Planning, Microsoft Office, Credit, Public Speaking, Consumer Lending
Education
California State University-Fullerton 2002 — 2006
Master of Arts, Communications; Advertising
Sonoma State University 1998 — 2002
Bachelor of Science, Business Administration; Marketing
Wells Fargo Bank September 2010 - Present
Wachovia May 2007 - September 2010
Wells FargoNewport Coast January 2005 - May 2007
Wells FargoVarious May 2001 - December 2004
Skills
Leadership, Management, Sales, Customer Service, Banking, Event Planning, Microsoft Office, Credit, Public Speaking, Consumer Lending
Education
California State University-Fullerton 2002 — 2006
Master of Arts, Communications; Advertising
Sonoma State University 1998 — 2002
Bachelor of Science, Business Administration; Marketing
Avideh Enshaian's Wells Fargo Bank Experience July 2005 - Present
Job .
Industry Banking
Experience
Wells Fargo Bank July 2005 - Present
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2007 — 2009
M.B.A, Management
Wells Fargo Bank July 2005 - Present
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2007 — 2009
M.B.A, Management
Peter Houben's Wells Fargo Bank Experience January 2000 - October 2007
Job Sr. Personal Financial Representative at WAMU
Industry Banking
Experience
WAMU January 2007 - Present
Wells Fargo Bank January 2000 - October 2007
Education
California State University-Fullerton 1990 — 1996
WAMU January 2007 - Present
Wells Fargo Bank January 2000 - October 2007
Education
California State University-Fullerton 1990 — 1996
Richard Pontius's Wells Fargo Bank Experience 1996 - 1999
Job Vice President at City National Bank; Currency Risk Management; International Trade
Industry Banking
Experience
City National Bank January 2007 - Present
Union Bank May 2001 - May 2006
California Bank & Trust 2000 - 2001
Wells Fargo Bank 1996 - 1999
Standard Chartered Bank January 1991 - October 1996
First Interstate Bank 1986 - 1991
Skills
OFAC, Foreign Exchange, Banking, Treasury Management, Commercial Banking, Commercial Lending, Loans, Lines Of Credit, Cash Management, Small Business Lending, Credit, Asset Based Lending, Credit Analysis, Commercial Mortgages, Private Banking, Relationship Management, Portfolio Management
Education
California State University-Fullerton 2007 — 2012
Master of Business Administration (MBA)
California State University - Bakersfield 1975 — 1979
BS, Business and Public Administration
City National Bank January 2007 - Present
Union Bank May 2001 - May 2006
California Bank & Trust 2000 - 2001
Wells Fargo Bank 1996 - 1999
Standard Chartered Bank January 1991 - October 1996
First Interstate Bank 1986 - 1991
Skills
OFAC, Foreign Exchange, Banking, Treasury Management, Commercial Banking, Commercial Lending, Loans, Lines Of Credit, Cash Management, Small Business Lending, Credit, Asset Based Lending, Credit Analysis, Commercial Mortgages, Private Banking, Relationship Management, Portfolio Management
Education
California State University-Fullerton 2007 — 2012
Master of Business Administration (MBA)
California State University - Bakersfield 1975 — 1979
BS, Business and Public Administration
Becky Cull's Wells Fargo Bank Experience November 1985 - October 1993
Job Operations Management
Industry Financial Services
Experience
AccountNow April 2012 - Present
Apex Systems May 2008 - April 2012
Washington Mutual Card Services October 2005 - February 2008
Providian Financial September 1999 - September 2005
Bank of America 1993 - 1999
Wells Fargo Bank November 1985 - October 1993
Skills
Process Improvement, Credit Cards, Risk Management, Vendor Management, Payments, Financial Services, Analysis, Analytics, Banking, Business Analysis, CRM, Call Centers, Change Management, Credit, Credit Risk, Finance, Cross-functional Team..., Financial Risk, Leadership, Management, Operations Management, Outsourcing, Program Management, Project Portfolio..., Relationship Management, Project Management, PMO, Start-ups, Strategy, SDLC, Requirements Gathering
Education
University of California, Berkeley 1975 — 1979
BS, business
California State University-Hayward - School of Business and Economics
MBA, Finance
AccountNow April 2012 - Present
Apex Systems May 2008 - April 2012
Washington Mutual Card Services October 2005 - February 2008
Providian Financial September 1999 - September 2005
Bank of America 1993 - 1999
Wells Fargo Bank November 1985 - October 1993
Skills
Process Improvement, Credit Cards, Risk Management, Vendor Management, Payments, Financial Services, Analysis, Analytics, Banking, Business Analysis, CRM, Call Centers, Change Management, Credit, Credit Risk, Finance, Cross-functional Team..., Financial Risk, Leadership, Management, Operations Management, Outsourcing, Program Management, Project Portfolio..., Relationship Management, Project Management, PMO, Start-ups, Strategy, SDLC, Requirements Gathering
Education
University of California, Berkeley 1975 — 1979
BS, business
California State University-Hayward - School of Business and Economics
MBA, Finance
Royce Huffaker's Wells Fargo Bank Experience January 2010 - August 2011
Job Regional Vice President at KBS Capital Markets Group
Industry Commercial Real Estate
Experience
KBS Capital Markets Group June 2014 - Present
KBS Capital Markets Group May 2012 - May 2014
Merrill Lynch August 2011 - November 2011
Wells Fargo Bank January 2010 - August 2011
Wells Fargo Bank June 2007 - December 2008
Wells Fargo Bank June 2005 - May 2007
Skills
Series 7, Mortgage Lending, Wealth Management, Cash Management, Securities, Investments, Sales Management, Consumer Lending, Commercial Lending, New Business Development, Coaching, Banking, Mutual Funds, Portfolio Management, Series 63, Uniform Combined State...
Education
California State University-Fullerton - College of Business and Economics 2005 — 2008
Finance
KBS Capital Markets Group June 2014 - Present
KBS Capital Markets Group May 2012 - May 2014
Merrill Lynch August 2011 - November 2011
Wells Fargo Bank January 2010 - August 2011
Wells Fargo Bank June 2007 - December 2008
Wells Fargo Bank June 2005 - May 2007
Skills
Series 7, Mortgage Lending, Wealth Management, Cash Management, Securities, Investments, Sales Management, Consumer Lending, Commercial Lending, New Business Development, Coaching, Banking, Mutual Funds, Portfolio Management, Series 63, Uniform Combined State...
Education
California State University-Fullerton - College of Business and Economics 2005 — 2008
Finance
Shelley Ramos, MBA's Wells Fargo Bank Experience 2000 - 2004
Job Workers Compensation
Industry Insurance
Experience
Travelers 2014 - Present
Robert Moreno Insurance Services 2012 - 2014
Farmers Insurance 2011 - 2012
OneWest Bank (Formerly IndyMac Bank) 2005 - 2011
Wells Fargo Bank 2000 - 2004
Wells Fargo Bank 1997 - 2000
Skills
Banking, Third Party Liability, Claims Handling, Claims Investigations, Retail Banking, Core Banking, Training, Loss Mitigation, Customer Service, Cross Selling, Sales, Financial Services, Credit, Quality Assurance, Insurance, Branch Banking, Branch Management, Outlook, Deposits, Cash Management, Relationship Management, Loans, Small Business Lending
Education
California State University-Fullerton - College of Business and Economics
Bachelors, Business Administration & Marketing
University of Phoenix
Masters of Business Administration
Travelers 2014 - Present
Robert Moreno Insurance Services 2012 - 2014
Farmers Insurance 2011 - 2012
OneWest Bank (Formerly IndyMac Bank) 2005 - 2011
Wells Fargo Bank 2000 - 2004
Wells Fargo Bank 1997 - 2000
Skills
Banking, Third Party Liability, Claims Handling, Claims Investigations, Retail Banking, Core Banking, Training, Loss Mitigation, Customer Service, Cross Selling, Sales, Financial Services, Credit, Quality Assurance, Insurance, Branch Banking, Branch Management, Outlook, Deposits, Cash Management, Relationship Management, Loans, Small Business Lending
Education
California State University-Fullerton - College of Business and Economics
Bachelors, Business Administration & Marketing
University of Phoenix
Masters of Business Administration
Kristin Eaton's Wells Fargo Bank Experience October 2014 - Present
Job Recruiting Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank October 2014 - Present
Wells Fargo Bank May 2014 - October 2014
Wells Fargo Bank October 2009 - May 2014
Wachovia Bank October 2006 - October 2009
Wells Fargo Bank November 2004 - October 2006
Wells Fargo February 2002 - November 2004
Clothestime / Eye Candy December 1998 - January 2002
Skills
College Recruiting, New Hire Orientations, Recruiting, Sourcing, Applicant Tracking..., Talent Acquisition, Human Resources, Public Speaking, Coaching, Retail Banking, Sales, Operations Management, Career Counseling, PeopleSoft, Interviews, Customer Experience, Onboarding, Full Life Cycle..., Team Leadership, Cross Selling, Financial Services, Management, Project Management, Resume Writing, Building Relationships, HR Consulting, Retail, Social Media, Store Management, Team Building, Peer Mentoring, Phone Screening
Education
California State University-Fullerton 1999 — 2005
BA, Business Marketing
Wells Fargo Bank October 2014 - Present
Wells Fargo Bank May 2014 - October 2014
Wells Fargo Bank October 2009 - May 2014
Wachovia Bank October 2006 - October 2009
Wells Fargo Bank November 2004 - October 2006
Wells Fargo February 2002 - November 2004
Clothestime / Eye Candy December 1998 - January 2002
Skills
College Recruiting, New Hire Orientations, Recruiting, Sourcing, Applicant Tracking..., Talent Acquisition, Human Resources, Public Speaking, Coaching, Retail Banking, Sales, Operations Management, Career Counseling, PeopleSoft, Interviews, Customer Experience, Onboarding, Full Life Cycle..., Team Leadership, Cross Selling, Financial Services, Management, Project Management, Resume Writing, Building Relationships, HR Consulting, Retail, Social Media, Store Management, Team Building, Peer Mentoring, Phone Screening
Education
California State University-Fullerton 1999 — 2005
BA, Business Marketing
Anita Lim's Wells Fargo Bank Experience August 2003 - March 2006
Job Accountant
Industry Accounting
Experience
Shoedazzle April 2011 - Present
Adconion Media Group November 2010 - March 2011
Ybrant Digital Inc., U.S. April 2008 - November 2010
Lowermybills.com an Experian Company March 2006 - April 2008
Wells Fargo Bank August 2003 - March 2006
Skills
Online Advertising
Education
California State University-Fullerton 2000 — 2004
University of California, Los Angeles
Certificate of Accounting
Shoedazzle April 2011 - Present
Adconion Media Group November 2010 - March 2011
Ybrant Digital Inc., U.S. April 2008 - November 2010
Lowermybills.com an Experian Company March 2006 - April 2008
Wells Fargo Bank August 2003 - March 2006
Skills
Online Advertising
Education
California State University-Fullerton 2000 — 2004
University of California, Los Angeles
Certificate of Accounting
Von Garces's Wells Fargo Bank Experience 2009 - Present
Job Derivative Sales at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo Bank 2009 - Present
Wells Fargo Bank 2001 - 2009
Skills
Marketing, Sales, Banking, Commodity, Derivatives, Financial Risk, Loans, Structured Finance, Fixed Income, Equities
Education
California State University-Fullerton, Mihaylo College of Business and Economics
BS, Accounting
Wells Fargo Bank 2009 - Present
Wells Fargo Bank 2001 - 2009
Skills
Marketing, Sales, Banking, Commodity, Derivatives, Financial Risk, Loans, Structured Finance, Fixed Income, Equities
Education
California State University-Fullerton, Mihaylo College of Business and Economics
BS, Accounting
Peter Haroun's Wells Fargo Bank Experience November 2008 - Present
Job Regional Private Banker
Industry Financial Services
Experience
Wells Fargo Bank November 2008 - Present
MetLife August 2005 - October 2008
Enterprise Rent-A-Car July 2000 - June 2005
Skills
Loans, Credit, Series 7, Small Business Lending, Commercial Lending, Consumer Lending, Mortgage Lending, Commercial Banking, Credit Analysis, Wealth Management, Lines Of Credit, Portfolio Management, Series 63, Banking, Investments, Loan Origination, Retirement Planning, Mortgage Banking, Private Banking, Refinance, Sales, Financial Advisory
Education
Cal State Fullerton 2001 — 2005
Bachelors, Business Administration, Marketing
Wells Fargo Bank November 2008 - Present
MetLife August 2005 - October 2008
Enterprise Rent-A-Car July 2000 - June 2005
Skills
Loans, Credit, Series 7, Small Business Lending, Commercial Lending, Consumer Lending, Mortgage Lending, Commercial Banking, Credit Analysis, Wealth Management, Lines Of Credit, Portfolio Management, Series 63, Banking, Investments, Loan Origination, Retirement Planning, Mortgage Banking, Private Banking, Refinance, Sales, Financial Advisory
Education
Cal State Fullerton 2001 — 2005
Bachelors, Business Administration, Marketing
Joyce Melendez Campbell's Wells Fargo Bank Experience August 2002 - December 2007
Job Marketing Campaign Manager DemandGen
Industry Marketing and Advertising
Experience
DemandGen October 2013 - Present
H.E.R. Construction Corporation February 2013 - October 2013
Sterling Savings Bank May 2011 - February 2013
US Bank December 2007 - May 2011
Wells Fargo Bank August 2002 - December 2007
Skills
Marketing Strategy, Project Planning, Marketing, Marketing Communications, Project Management, Business Development, Finance, Event Planning, Community Partnership..., Commercial Banking, Investment Properties, Cash Management, Strategic Planning, Treasury Management, Management, Budgets, CRM
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1979 — 1983
BA, Marketing & Human Resources Management
UCLA 1985 — 1986
Coursework, Accounting
Clackamas Community College 2013 — 2013
Coursework, Project Management, HTML Web design
DemandGen October 2013 - Present
H.E.R. Construction Corporation February 2013 - October 2013
Sterling Savings Bank May 2011 - February 2013
US Bank December 2007 - May 2011
Wells Fargo Bank August 2002 - December 2007
Skills
Marketing Strategy, Project Planning, Marketing, Marketing Communications, Project Management, Business Development, Finance, Event Planning, Community Partnership..., Commercial Banking, Investment Properties, Cash Management, Strategic Planning, Treasury Management, Management, Budgets, CRM
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1979 — 1983
BA, Marketing & Human Resources Management
UCLA 1985 — 1986
Coursework, Accounting
Clackamas Community College 2013 — 2013
Coursework, Project Management, HTML Web design
James Woody's Wells Fargo Bank Experience October 1995 - March 1996
Job CFO at J. Woody Corporation
Industry Retail
Experience
J. Woody Corporation December 2011 - Present
IPMS/USA August 2006 - Present
Cisco Systems May 2009 - December 2011
Tidal Software October 2005 - May 2009
J. Woody Corporation March 1996 - October 2005
Wells Fargo Bank October 1995 - March 1996
Hughes Aircraft Company September 1981 - September 1995
Skills
Data Center, Program Management, E-commerce, Account Management, Cloud Computing, Product Marketing, Risk Management, Leadership, Security, Unix, Negotiation, Software Development, Management, Oracle E-Business Suite, Strategic Planning, Linux, Professional Services, Product Development
Education
Chapman University 1984 — 1986
MBA, International Finance
California State University-Fullerton 1981 — 1983
BS, MIS
J. Woody Corporation December 2011 - Present
IPMS/USA August 2006 - Present
Cisco Systems May 2009 - December 2011
Tidal Software October 2005 - May 2009
J. Woody Corporation March 1996 - October 2005
Wells Fargo Bank October 1995 - March 1996
Hughes Aircraft Company September 1981 - September 1995
Skills
Data Center, Program Management, E-commerce, Account Management, Cloud Computing, Product Marketing, Risk Management, Leadership, Security, Unix, Negotiation, Software Development, Management, Oracle E-Business Suite, Strategic Planning, Linux, Professional Services, Product Development
Education
Chapman University 1984 — 1986
MBA, International Finance
California State University-Fullerton 1981 — 1983
BS, MIS
Daniel Treichler's Wells Fargo Bank Experience August 2006 - August 2007
Job Licensed Customs Broker at OTX Logistics
Industry Logistics and Supply Chain
Experience
OTX Logistics, Inc. July 2014 - Present
SBS Worldwide May 2012 - October 2013
Ritz-Carlton August 2001 - August 2012
SBS Worldwide September 2010 - May 2012
Wells Fargo Bank August 2006 - August 2007
Center for The Study of Emerging Markets February 2006 - May 2006
Skills
Logistics, Sales, Transportation, Supply Chain, International Logistics, Customs Brokerage, ISF, Customs Regulations, Import Logistics, Management, Import, Inventory Management, Freight, Ocean, Shipping
Education
U.S. Department Of Homeland Security 2012 — 2012
U.S. Customs Broker License
California State University-Long Beach - Center for International Trade and Transportation 2009 — 2009
BA in International Business, Global Logistics Certificate
California State University-Fullerton, Mihaylo College of Business and Economics 2004 — 2007
BA, International Business; German
Saddleback College
Associates degree
OTX Logistics, Inc. July 2014 - Present
SBS Worldwide May 2012 - October 2013
Ritz-Carlton August 2001 - August 2012
SBS Worldwide September 2010 - May 2012
Wells Fargo Bank August 2006 - August 2007
Center for The Study of Emerging Markets February 2006 - May 2006
Skills
Logistics, Sales, Transportation, Supply Chain, International Logistics, Customs Brokerage, ISF, Customs Regulations, Import Logistics, Management, Import, Inventory Management, Freight, Ocean, Shipping
Education
U.S. Department Of Homeland Security 2012 — 2012
U.S. Customs Broker License
California State University-Long Beach - Center for International Trade and Transportation 2009 — 2009
BA in International Business, Global Logistics Certificate
California State University-Fullerton, Mihaylo College of Business and Economics 2004 — 2007
BA, International Business; German
Saddleback College
Associates degree
Charles Whiffen's Wells Fargo Bank Experience April 2011 - Present
Job Tech Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2012 - Present
Wells Fargo Bank April 2011 - Present
Wells Fargo 2001 - Present
Ewing Irrigation Products January 2000 - December 2000
Bank One April 1997 - December 1999
Education
California State University-Fullerton 1980 — 1984
Bachelor of Arts (BA), Management Information Systems, General
Wells Fargo July 2012 - Present
Wells Fargo Bank April 2011 - Present
Wells Fargo 2001 - Present
Ewing Irrigation Products January 2000 - December 2000
Bank One April 1997 - December 1999
Education
California State University-Fullerton 1980 — 1984
Bachelor of Arts (BA), Management Information Systems, General
Greg Keen, PMP's Wells Fargo Bank Experience November 2004 - Present
Job Project Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank November 2004 - Present
Wells Fargo Bank April 2002 - November 2004
Wells Fargo Bank June 1998 - March 2002
Wells Fargo March 1993 - June 1998
Education
California State University-Fullerton 1992 — 1997
BA, Political Science
Wells Fargo Bank November 2004 - Present
Wells Fargo Bank April 2002 - November 2004
Wells Fargo Bank June 1998 - March 2002
Wells Fargo March 1993 - June 1998
Education
California State University-Fullerton 1992 — 1997
BA, Political Science
Lani Powell's Wells Fargo Bank Experience 2004 - Present
Job Assistant Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank NA December 2004 - Present
Wells Fargo Bank 2004 - Present
Wachovia Bank, A Wells Fargo Company 2004 - Present
Wachovia, A Wells Fargo Company 2004 - 2010
PMI Metrolina 2007 - 2009
Education
California State University-Fullerton 1982 — 1987
BA, Psychology
California State University-Fullerton 1982 — 1987
BA, Psychology
Wells Fargo Bank NA December 2004 - Present
Wells Fargo Bank 2004 - Present
Wachovia Bank, A Wells Fargo Company 2004 - Present
Wachovia, A Wells Fargo Company 2004 - 2010
PMI Metrolina 2007 - 2009
Education
California State University-Fullerton 1982 — 1987
BA, Psychology
California State University-Fullerton 1982 — 1987
BA, Psychology
David Mader's Wells Fargo Bank Experience March 2012 - July 2015
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
Wells Fargo Bank March 2012 - July 2015
Merrill Lynch October 2010 - March 2012
Wells Fargo Bank June 2002 - October 2010
Education
California State University-Fullerton
BA, Political Science & Business Administration
Wells Fargo Advisors July 2015 - Present
Wells Fargo Bank March 2012 - July 2015
Merrill Lynch October 2010 - March 2012
Wells Fargo Bank June 2002 - October 2010
Education
California State University-Fullerton
BA, Political Science & Business Administration
Saba Sultan's Wells Fargo Bank Experience August 2002 - August 2005
Job Staff Accountant at ABM Industries
Industry Accounting
Experience
ABM Industries November 2012 - Present
Weber Logistics May 2012 - November 2012
ABM Industries June 2009 - May 2012
Southern California Edison April 2009 - June 2009
Parker Hannifin September 2006 - October 2008
Ultimax Cement June 2006 - September 2006
Eastwood Insurance February 2006 - June 2006
Wells Fargo Bank August 2002 - August 2005
Skills
General Ledger, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Accounting, Financial Reporting, Account Reconciliation, Accounts Payable, Accounts Receivable, Sarbanes-Oxley Act
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2000 — 2005
Bachelor, Business Administration: Finanace, Art
ABM Industries November 2012 - Present
Weber Logistics May 2012 - November 2012
ABM Industries June 2009 - May 2012
Southern California Edison April 2009 - June 2009
Parker Hannifin September 2006 - October 2008
Ultimax Cement June 2006 - September 2006
Eastwood Insurance February 2006 - June 2006
Wells Fargo Bank August 2002 - August 2005
Skills
General Ledger, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Accounting, Financial Reporting, Account Reconciliation, Accounts Payable, Accounts Receivable, Sarbanes-Oxley Act
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2000 — 2005
Bachelor, Business Administration: Finanace, Art
Alvaro Saldivar's Wells Fargo Bank Experience September 2009 - November 2010
Job Economist and Financial Analyst
Industry Financial Services
Experience
Wells Fargo Bank September 2009 - November 2010
Point B. Express, LLC April 2007 - February 2009
Point B. Express, LLC April 2006 - February 2009
VIPEX Business Courier Services, INC July 2004 - April 2007
Education
California State University-Fullerton 2006 — 2009
B.A., Economics and Business Administration Finace
California State University-Fullerton, Mihaylo College of Business and Economics 2005 — 2009
B.A., Economics & Business Adm. Finance
Fullerton College 2004 — 2006
A.A., Business Administration
Wells Fargo Bank September 2009 - November 2010
Point B. Express, LLC April 2007 - February 2009
Point B. Express, LLC April 2006 - February 2009
VIPEX Business Courier Services, INC July 2004 - April 2007
Education
California State University-Fullerton 2006 — 2009
B.A., Economics and Business Administration Finace
California State University-Fullerton, Mihaylo College of Business and Economics 2005 — 2009
B.A., Economics & Business Adm. Finance
Fullerton College 2004 — 2006
A.A., Business Administration
Frank Weber's Wells Fargo Bank Experience September 1989 - September 1999
Job Director Talley & Co.
Industry Accounting
Experience
Talley & Company March 2015 - Present
Northern Trust Corporation January 2011 - March 2015
California Republic Bank February 2009 - January 2011
White, Nelson & Co., LLP September 1999 - February 2009
Wells Fargo Bank September 1989 - September 1999
Skills
Commercial Lending, Financial Analysis, Mergers, Asset Based Lending, Portfolio Management, Mergers & Acquisitions, Credit, Finance, Investments, Banking, Private Equity, Financial Modeling, Due Diligence, Risk Management, Loans, Valuation, Treasury Management, Corporate Finance, Restructuring, Cash Management, Credit Analysis, Capital Markets, Small Business Lending, Commercial Banking, Business Development, Financial Risk
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1984 — 1997
MBA, Management
California State University-Fullerton 1977 — 1982
BA, Finance
Talley & Company March 2015 - Present
Northern Trust Corporation January 2011 - March 2015
California Republic Bank February 2009 - January 2011
White, Nelson & Co., LLP September 1999 - February 2009
Wells Fargo Bank September 1989 - September 1999
Skills
Commercial Lending, Financial Analysis, Mergers, Asset Based Lending, Portfolio Management, Mergers & Acquisitions, Credit, Finance, Investments, Banking, Private Equity, Financial Modeling, Due Diligence, Risk Management, Loans, Valuation, Treasury Management, Corporate Finance, Restructuring, Cash Management, Credit Analysis, Capital Markets, Small Business Lending, Commercial Banking, Business Development, Financial Risk
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1984 — 1997
MBA, Management
California State University-Fullerton 1977 — 1982
BA, Finance
Rogner Y. Park's Wells Fargo Bank Experience July 2012 - Present
Job Sales Manager / Wells Fargo Home Mortgage , NMLSR ID 826914
Industry Banking
Experience
Wells Fargo Bank July 2012 - Present
BBCN Bank June 2010 - June 2012
Skills
Financial Analysis, Strategic Planning, Financial Reporting, Wealth Management, Strategic Financial..., PowerPoint, Microsoft Word, Real Estate, Investments, Microsoft Office, Financial Modeling, Mortgage Banking, Microsoft Excel, Credit, Banking, Customer Service, Access, Finance, Risk Management, Financial Planning
Education
Cal State Fullerton
Bachelor, Accounting
Wells Fargo Bank July 2012 - Present
BBCN Bank June 2010 - June 2012
Skills
Financial Analysis, Strategic Planning, Financial Reporting, Wealth Management, Strategic Financial..., PowerPoint, Microsoft Word, Real Estate, Investments, Microsoft Office, Financial Modeling, Mortgage Banking, Microsoft Excel, Credit, Banking, Customer Service, Access, Finance, Risk Management, Financial Planning
Education
Cal State Fullerton
Bachelor, Accounting
Nicky Grismer's Wells Fargo Bank Experience April 2010 - Present
Job Affluent Segment Director at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2011 - Present
Wells Fargo Bank April 2010 - Present
Wells Fargo May 2007 - March 2010
Wells Fargo Bank January 2007 - March 2010
Wells Fargo Bank April 2004 - December 2006
Skills
Commercial Banking, Banking, Credit, Loans, Mortgage Lending, Commercial Lending, Series 7, Wealth Management, Credit Analysis, Retail Banking, Portfolio Management, Financial Services, Investments, Sales Management, Small Business Lending, Mortgage Banking, Relationship Management
Education
California State University-Fullerton 1987 — 1992
Bachelor of Arts (B.A.), Comparative Literature
Wells Fargo August 2011 - Present
Wells Fargo Bank April 2010 - Present
Wells Fargo May 2007 - March 2010
Wells Fargo Bank January 2007 - March 2010
Wells Fargo Bank April 2004 - December 2006
Skills
Commercial Banking, Banking, Credit, Loans, Mortgage Lending, Commercial Lending, Series 7, Wealth Management, Credit Analysis, Retail Banking, Portfolio Management, Financial Services, Investments, Sales Management, Small Business Lending, Mortgage Banking, Relationship Management
Education
California State University-Fullerton 1987 — 1992
Bachelor of Arts (B.A.), Comparative Literature
Debby Riddick's Wells Fargo Bank Experience October 1998 - August 2003
Job Jewelry representative for bamboopink by JudeFrances
Industry Retail
Experience
Macys September 2008 - Present
Primerica Financial Services August 2003 - August 2008
Wells Fargo Bank October 1998 - August 2003
Skills
Store Management, Customer Service, Merchandising, Visual Merchandising, Inventory Management, Assortment, Fashion, Apparel, Trend Analysis, Microsoft Office, Merchandise Planning, Microsoft Excel, PowerPoint, Inventory Control, CPFR, Styling
Education
California State University-Fullerton 1971 — 1981
Bachelor's degree, Business Administration/Economics, 3.75
USC 1970 — 1971
General Studies
Santa Ana College 1969 — 1970
Santa Ana High School 1965 — 1969
High School Diploma, College Prep
Macys September 2008 - Present
Primerica Financial Services August 2003 - August 2008
Wells Fargo Bank October 1998 - August 2003
Skills
Store Management, Customer Service, Merchandising, Visual Merchandising, Inventory Management, Assortment, Fashion, Apparel, Trend Analysis, Microsoft Office, Merchandise Planning, Microsoft Excel, PowerPoint, Inventory Control, CPFR, Styling
Education
California State University-Fullerton 1971 — 1981
Bachelor's degree, Business Administration/Economics, 3.75
USC 1970 — 1971
General Studies
Santa Ana College 1969 — 1970
Santa Ana High School 1965 — 1969
High School Diploma, College Prep
Dellanira Moriel's Wells Fargo Bank Experience July 1997 - May 2009
Job Office Manager/Quality Improvement Coordinator
Industry Mental Health Care
Experience
Providence Community Service January 2010 - Present
Providence community services January 2010 - Present
Wells Fargo Bank July 1997 - May 2009
Wells Fargo June 1997 - May 2009
Skills
Loans, Credit, Mortgage Lending, Banking, Commercial Lending, Small Business Lending, Consumer Lending, Commercial Banking, Credit Analysis, Mortgage Banking, Loan Origination, Wealth Management, Private Banking, Accounting, Deposits
Education
California State University-Fullerton 1990 — 1995
BA, Communications
Providence Community Service January 2010 - Present
Providence community services January 2010 - Present
Wells Fargo Bank July 1997 - May 2009
Wells Fargo June 1997 - May 2009
Skills
Loans, Credit, Mortgage Lending, Banking, Commercial Lending, Small Business Lending, Consumer Lending, Commercial Banking, Credit Analysis, Mortgage Banking, Loan Origination, Wealth Management, Private Banking, Accounting, Deposits
Education
California State University-Fullerton 1990 — 1995
BA, Communications
Aaron Ayala's Wells Fargo Bank Experience November 2006 - April 2009
Job Buyer
Industry Paper & Forest Products
Experience
America Chung Nam November 2008 - Present
Wells Fargo Bank November 2006 - April 2009
VPI January 2002 - September 2005
Los Angeles Sheriff's Department January 1999 - January 2002
Education
California State University-Fullerton
Bachelor's of Business Administration (BBA) Degree, specialization Management
America Chung Nam November 2008 - Present
Wells Fargo Bank November 2006 - April 2009
VPI January 2002 - September 2005
Los Angeles Sheriff's Department January 1999 - January 2002
Education
California State University-Fullerton
Bachelor's of Business Administration (BBA) Degree, specialization Management
Ron Morisaki's Wells Fargo Bank Experience November 2006 - Present
Job Trust Officer / Assistant Vice President at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank November 2006 - Present
Education
California State University-Fullerton
BA, Business Administration - Finance
Wells Fargo Bank November 2006 - Present
Education
California State University-Fullerton
BA, Business Administration - Finance
Richard (Tran) Ly's Wells Fargo Bank Experience November 2011 - Present
Job Client Service Consultant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank November 2011 - Present
Wells Fargo Bank May 2007 - October 2011
Wells Fargo Bank May 2003 - April 2007
Wells Fargo Bank July 1998 - April 2003
Skills
Customer Service, Microsoft Office, Leadership, Management, Microsoft Word, Marketing, Teamwork, Banking, Team Building, Social Media
Education
California State University-Fullerton - College of Business and Economics 1996 — 2000
Bachelor's Degree, Bachelor of Arts in Business Administration/Concentration in Management Information Systems
Wells Fargo Bank November 2011 - Present
Wells Fargo Bank May 2007 - October 2011
Wells Fargo Bank May 2003 - April 2007
Wells Fargo Bank July 1998 - April 2003
Skills
Customer Service, Microsoft Office, Leadership, Management, Microsoft Word, Marketing, Teamwork, Banking, Team Building, Social Media
Education
California State University-Fullerton - College of Business and Economics 1996 — 2000
Bachelor's Degree, Bachelor of Arts in Business Administration/Concentration in Management Information Systems
David Treffry's Wells Fargo Bank Experience November 2007 - July 2013
Job Private Client Advisor at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase N.A. July 2013 - Present
Wells Fargo Bank November 2007 - July 2013
Education
Cal State Fullerton 2000 — 2005
International Business, Finance, Spanish
JP Morgan Chase N.A. July 2013 - Present
Wells Fargo Bank November 2007 - July 2013
Education
Cal State Fullerton 2000 — 2005
International Business, Finance, Spanish
Kym Frietzsche's Wells Fargo Bank Experience August 1996 - December 2000
Job Seeking opportunities in banking, healthcare or insurance industry
Industry Banking
Experience
Comerica Bank December 2000 - May 2009
Wells Fargo Bank August 1996 - December 2000
Bank of the West August 1995 - August 1996
Bank of America August 1989 - August 1995
Education
California State University-Fullerton
Bachelor of Arts, Political Science
San Francisco State University
Comerica Bank December 2000 - May 2009
Wells Fargo Bank August 1996 - December 2000
Bank of the West August 1995 - August 1996
Bank of America August 1989 - August 1995
Education
California State University-Fullerton
Bachelor of Arts, Political Science
San Francisco State University
Kim Pokuta-Ramirez's Wells Fargo Bank Experience January 1990 - January 1994
Job Vice PresidentSenior Client Manager at Bank of America
Industry Banking
Experience
Bank of America November 2012 - Present
California Bank & Trust January 2011 - November 2012
U.S. Bank January 2009 - January 2011
Citizens Business Bank January 2007 - January 2009
JPMorgan Chase January 1994 - January 2007
Wells Fargo Bank January 1990 - January 1994
Skills
Management, Outside Sales, Marketing, Financial Analysis, Consultants, Credit, Leadership, Loans, Microsoft Office, Microsoft Excel, Microsoft Word, Marketing Research, New Business Development, Non-profits, Social Networking, Problem Solving, Strategic Planning, Pricing, Recruiting, Underwriting, Training, Coaching, SBA 504, Business Loans, Negotiation, Commercial Banking, Commercial Mortgages, Nonprofits, Sales
Education
California State University-Fullerton 1987 — 1992
Bachelor of Arts, Business Administration/Finance
Bank of America November 2012 - Present
California Bank & Trust January 2011 - November 2012
U.S. Bank January 2009 - January 2011
Citizens Business Bank January 2007 - January 2009
JPMorgan Chase January 1994 - January 2007
Wells Fargo Bank January 1990 - January 1994
Skills
Management, Outside Sales, Marketing, Financial Analysis, Consultants, Credit, Leadership, Loans, Microsoft Office, Microsoft Excel, Microsoft Word, Marketing Research, New Business Development, Non-profits, Social Networking, Problem Solving, Strategic Planning, Pricing, Recruiting, Underwriting, Training, Coaching, SBA 504, Business Loans, Negotiation, Commercial Banking, Commercial Mortgages, Nonprofits, Sales
Education
California State University-Fullerton 1987 — 1992
Bachelor of Arts, Business Administration/Finance
Dennis Gosnell's Wells Fargo Bank Experience July 2010 - July 2012
Job Loan Documentation Specialist
Industry Banking
Experience
Wells Fargo August 2012 - Present
Wells Fargo Bank July 2010 - July 2012
Skills
Vendor Management, Process Improvement, Loans, Project Management, Banking, Coaching, Customer Service, Leadership, Management, Sales, Sales Management, Team Management, Training, Analysis, Credit, Finance, Visio
Education
California State University-Fullerton 2000 — 2002
Master's degree, Education
University of California, Riverside 1989 — 1994
Bachelor's degree, Liberal Studies
Wells Fargo August 2012 - Present
Wells Fargo Bank July 2010 - July 2012
Skills
Vendor Management, Process Improvement, Loans, Project Management, Banking, Coaching, Customer Service, Leadership, Management, Sales, Sales Management, Team Management, Training, Analysis, Credit, Finance, Visio
Education
California State University-Fullerton 2000 — 2002
Master's degree, Education
University of California, Riverside 1989 — 1994
Bachelor's degree, Liberal Studies
Chad Graves's Wells Fargo Bank Experience October 2006 - January 2011
Job Senior Tax Associate at Schmidt Westergard & Company, PLLC
Industry Accounting
Experience
Schmidt Westergard & Company, PLLC January 2014 - Present
Holthouse Carlin & Van Trigt LLP January 2011 - December 2013
Wells Fargo Bank October 2006 - January 2011
Optima Information Solutions October 2003 - August 2006
Captain's Family Theaters January 1999 - February 2001
Skills
Tax, Accounting, QuickBooks, Tax Preparation, Finance, Payroll, Budgets, GAAP, Tax Research, Income Tax, CPA, Microsoft Excel, Accounts Payable, Cash Management, Account Reconciliation, Corporate Tax
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2008 — 2010
Business Administration
Schmidt Westergard & Company, PLLC January 2014 - Present
Holthouse Carlin & Van Trigt LLP January 2011 - December 2013
Wells Fargo Bank October 2006 - January 2011
Optima Information Solutions October 2003 - August 2006
Captain's Family Theaters January 1999 - February 2001
Skills
Tax, Accounting, QuickBooks, Tax Preparation, Finance, Payroll, Budgets, GAAP, Tax Research, Income Tax, CPA, Microsoft Excel, Accounts Payable, Cash Management, Account Reconciliation, Corporate Tax
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2008 — 2010
Business Administration
Adam Elmi's Wells Fargo Bank Experience March 2006 - April 2009
Job
Industry Financial Services
Experience
United Foods & Commercial Union November 2011 - Present
Generators Unlimited February 2011 - October 2011
Wells Fargo Bank March 2006 - April 2009
Wells Fargo Bank February 2006 - March 2006
Wells Fargo Bank February 2006 - March 2006
Wells Fargo Bank August 2005 - February 2006
Wells Fargo Bank August 2005 - February 2006
Education
California State University-Fullerton 2002 — 2011
Communication
California State University-Fullerton
Bachelor of Arts, Communication
California State University-Fullerton
Bachelor of Arts, Communication
United Foods & Commercial Union November 2011 - Present
Generators Unlimited February 2011 - October 2011
Wells Fargo Bank March 2006 - April 2009
Wells Fargo Bank February 2006 - March 2006
Wells Fargo Bank February 2006 - March 2006
Wells Fargo Bank August 2005 - February 2006
Wells Fargo Bank August 2005 - February 2006
Education
California State University-Fullerton 2002 — 2011
Communication
California State University-Fullerton
Bachelor of Arts, Communication
California State University-Fullerton
Bachelor of Arts, Communication
Sasha Seyed's Wells Fargo Bank Experience August 2007 - October 2009
Job Recruiter at Jobspring Partners @ jobspringpartners.com
Industry Staffing and Recruiting
Experience
Jobspring Partners March 2010 - Present
Wells Fargo Bank August 2007 - October 2009
AT&T Wireless February 2003 - July 2007
Education
California State University-Fullerton 2004 — 2006
BA, Communications
Jobspring Partners March 2010 - Present
Wells Fargo Bank August 2007 - October 2009
AT&T Wireless February 2003 - July 2007
Education
California State University-Fullerton 2004 — 2006
BA, Communications
Matthew Galit's Wells Fargo Bank Experience December 2005 - Present
Job Operations Supervisor, Wells Fargo Bank
Industry Banking
Experience
Chapter One: the modern local March 2011 - Present
Wells Fargo Bank December 2005 - Present
The Auld Dubliner November 2009 - September 2010
Western Medical Center January 2005 - November 2005
Disneyland Resort July 2003 - June 2005
Skills
Microsoft Excel, Sales, Credit Analysis, Customer Service, Microsoft Office, Management, Social Media Marketing, Leadership, Social Networking, Event Planning, Time Management, Marketing Strategy, Social Media, Recruiting, Coaching, Interviewing Skills, Career Development, Career Management, Training, Microsoft Word, Public Speaking, Sales Management, Strategic Planning
Education
California State University-Fullerton 2015 — 2018
Master of Science (MS), Accounting
California State University-Fullerton 2006 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Santiago Canyon College 2003 — 2006
Associate of Arts (A.A.), Business Administration and Management, General
Chapter One: the modern local March 2011 - Present
Wells Fargo Bank December 2005 - Present
The Auld Dubliner November 2009 - September 2010
Western Medical Center January 2005 - November 2005
Disneyland Resort July 2003 - June 2005
Skills
Microsoft Excel, Sales, Credit Analysis, Customer Service, Microsoft Office, Management, Social Media Marketing, Leadership, Social Networking, Event Planning, Time Management, Marketing Strategy, Social Media, Recruiting, Coaching, Interviewing Skills, Career Development, Career Management, Training, Microsoft Word, Public Speaking, Sales Management, Strategic Planning
Education
California State University-Fullerton 2015 — 2018
Master of Science (MS), Accounting
California State University-Fullerton 2006 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Santiago Canyon College 2003 — 2006
Associate of Arts (A.A.), Business Administration and Management, General
Katherine Duong's Wells Fargo Bank Experience November 2007 - June 2010
Job Associate National Bank Examiner at Office of the Comptroller of the Currency
Industry Banking
Experience
Office of the Comptroller of the Currency June 2014 - Present
Office of the Comptroller of the Currency June 2013 - June 2014
Zurich Financial Services June 2010 - June 2013
Wells Fargo Bank November 2007 - June 2010
Skills
Underwriting, Financial Analysis, Risk Management
Education
California State University-Fullerton 2006 — 2009
BA, Finance
Office of the Comptroller of the Currency June 2014 - Present
Office of the Comptroller of the Currency June 2013 - June 2014
Zurich Financial Services June 2010 - June 2013
Wells Fargo Bank November 2007 - June 2010
Skills
Underwriting, Financial Analysis, Risk Management
Education
California State University-Fullerton 2006 — 2009
BA, Finance
Nicole Klyczek's Wells Fargo Bank Experience January 2009 - February 2012
Job Senior Vice President / Strategic Planning Manager Consumer Credit Solutions at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2015 - Present
Wells Fargo February 2012 - May 2015
Wells Fargo Bank January 2009 - February 2012
Wells Fargo May 2005 - December 2008
Wells Fargo April 2004 - May 2005
Wells Fargo January 2000 - April 2004
Wells Fargo Bank August 1990 - January 2000
Education
Banking School at the University of Virginia 2005 — 2007
Graduate of Banking School
California State University-Fullerton 1992 — 1998
Bachelor of Arts in Business Administration, Finance. Minor in Sociology.
Wells Fargo May 2015 - Present
Wells Fargo February 2012 - May 2015
Wells Fargo Bank January 2009 - February 2012
Wells Fargo May 2005 - December 2008
Wells Fargo April 2004 - May 2005
Wells Fargo January 2000 - April 2004
Wells Fargo Bank August 1990 - January 2000
Education
Banking School at the University of Virginia 2005 — 2007
Graduate of Banking School
California State University-Fullerton 1992 — 1998
Bachelor of Arts in Business Administration, Finance. Minor in Sociology.
Cindy Diep's Wells Fargo Bank Experience September 2009 - Present
Job Regional Private Banker at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank September 2009 - Present
Wells Fargo Bank August 2008 - September 2009
Wells Fargo Bank July 2006 - July 2008
Wells Fargo Bank August 2004 - June 2006
Wells Fargo Bank August 2002 - July 2004
Wells Fargo Bank July 2000 - July 2002
Simply Kids June 2000 - June 2002
Skills
Series 7, Personal Financial..., Banking, Private Banking, Strategic Financial..., Mortgage Lending, Wealth Management, Securities, Series 63, Financial Services, Loan Origination, Mutual Funds, Retail Banking, Mortgage Banking, Consumer Lending, Financial Planning
Education
California State University-Fullerton 2002 — 2004
Business Finance, Finance
Cypress College 2000 — 2002
Wells Fargo Bank September 2009 - Present
Wells Fargo Bank August 2008 - September 2009
Wells Fargo Bank July 2006 - July 2008
Wells Fargo Bank August 2004 - June 2006
Wells Fargo Bank August 2002 - July 2004
Wells Fargo Bank July 2000 - July 2002
Simply Kids June 2000 - June 2002
Skills
Series 7, Personal Financial..., Banking, Private Banking, Strategic Financial..., Mortgage Lending, Wealth Management, Securities, Series 63, Financial Services, Loan Origination, Mutual Funds, Retail Banking, Mortgage Banking, Consumer Lending, Financial Planning
Education
California State University-Fullerton 2002 — 2004
Business Finance, Finance
Cypress College 2000 — 2002
Nelson Portillo's Wells Fargo Bank Experience December 2001 - June 2007
Job Financial Products/Services Manager
Industry International Trade and Development
Experience
Ria Financial February 2013 - Present
Dollar Financial Group January 2007 - June 2007
Wells Fargo Bank December 2001 - June 2007
Wells Fargo Bank January 2001 - June 2007
Wells Fargo January 2001 - May 2007
Dollar Financial Group June 1992 - December 2000
Skills
New Business Development, Sales & revenue growth, Customer Service..., Client..., Conflict Resolution, Staff Management, Fraud Prevention, Internal Audits, Risk assessment, Personal Banking ..., Global Business..., International Marketing, International Business..., Global Strategic Mgmt
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2008 — 2011
California State 05/2011University
B.A., Bachelor of Arts, International Business; Spanish
Ria Financial February 2013 - Present
Dollar Financial Group January 2007 - June 2007
Wells Fargo Bank December 2001 - June 2007
Wells Fargo Bank January 2001 - June 2007
Wells Fargo January 2001 - May 2007
Dollar Financial Group June 1992 - December 2000
Skills
New Business Development, Sales & revenue growth, Customer Service..., Client..., Conflict Resolution, Staff Management, Fraud Prevention, Internal Audits, Risk assessment, Personal Banking ..., Global Business..., International Marketing, International Business..., Global Strategic Mgmt
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2008 — 2011
California State 05/2011University
B.A., Bachelor of Arts, International Business; Spanish
Leslie VanBlaricom's Wells Fargo Bank Experience July 2000 - December 2005
Job Facilities Services Professional
Industry Facilities Services
Experience
OnPoint Community Credit Union January 2007 - February 2011
OnPoint Community Credit Union January 2007 - February 2011
Wells Fargo Bank July 2000 - December 2005
Consumer Credit Group May 2001 - February 2005
Wells Fargo Bank July 2000 - April 2001
Bank of America September 1990 - June 2000
Education
University of Wisconsin-Platteville 2008 — 2011
Masters, Project Management/Business
California State University-Fullerton
B.A, Biology/Chemistry
California Polytechnic University at
MPM
Master's, Project Management
University of Wisconsin PlattevilleExcepted
OnPoint Community Credit Union January 2007 - February 2011
OnPoint Community Credit Union January 2007 - February 2011
Wells Fargo Bank July 2000 - December 2005
Consumer Credit Group May 2001 - February 2005
Wells Fargo Bank July 2000 - April 2001
Bank of America September 1990 - June 2000
Education
University of Wisconsin-Platteville 2008 — 2011
Masters, Project Management/Business
California State University-Fullerton
B.A, Biology/Chemistry
California Polytechnic University at
MPM
Master's, Project Management
University of Wisconsin PlattevilleExcepted
Julie Branstetter's Wells Fargo Bank Experience 2005 - Present
Job Sr Sales Executive Vice President at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank 2005 - Present
Education
California State University-Fullerton 1976 — 1979
Business, Management, Marketing, and Related Support Services
Wells Fargo Bank 2005 - Present
Education
California State University-Fullerton 1976 — 1979
Business, Management, Marketing, and Related Support Services
Alan Swenson's Wells Fargo Bank Experience January 2007 - Present
Job Corporate Properties Group Accountant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank January 2007 - Present
Fireman's Fund Insurance Company January 1996 - August 2006
Skills
Strategic Financial..., Financial Modeling, Finance, Financial Analysis, Corporate Finance, Variance Analysis, Cash Management, Financial Risk, Risk Management, Financial Reporting, Accounting
Education
California State University-Fullerton 1985 — 1987
Business Administration, Finance
Wells Fargo Bank January 2007 - Present
Fireman's Fund Insurance Company January 1996 - August 2006
Skills
Strategic Financial..., Financial Modeling, Finance, Financial Analysis, Corporate Finance, Variance Analysis, Cash Management, Financial Risk, Risk Management, Financial Reporting, Accounting
Education
California State University-Fullerton 1985 — 1987
Business Administration, Finance
Paulo Sologuren's Wells Fargo Bank Experience September 2008 - April 2011
Job Grant Writer at The Monkey Gym
Industry Writing and Editing
Experience
The Monkey Gym April 2011 - Present
Wells Fargo Bank September 2008 - April 2011
Education
California State University-Fullerton 2004 — 2008
B.A, Radio-TV- Film, Ethnic Studies
The Monkey Gym April 2011 - Present
Wells Fargo Bank September 2008 - April 2011
Education
California State University-Fullerton 2004 — 2008
B.A, Radio-TV- Film, Ethnic Studies
Golnaz Ghahremani's Wells Fargo Bank Experience January 2011 - Present
Job Banking at Wachovia, A Wells Fargo Company
Industry Accounting
Experience
Wells Fargo Bank January 2011 - Present
Skills
Accountants
Education
California State University-Fullerton - College of Business and Economics 2007 — 2010
Bachelors, Accounting
Wells Fargo Bank January 2011 - Present
Skills
Accountants
Education
California State University-Fullerton - College of Business and Economics 2007 — 2010
Bachelors, Accounting
Diane Juricich's Wells Fargo Bank Experience July 1999 - Present
Job VP, Business Systems Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank July 1999 - Present
Education
California State University-Fullerton
Bachelor of Arts, Business Administration
Wells Fargo Bank July 1999 - Present
Education
California State University-Fullerton
Bachelor of Arts, Business Administration
Saulo Jimenez's Wells Fargo Bank Experience May 2009 - 2009
Job Financial Analyst II at AmerisourceBergen
Industry Warehousing
Experience
AmerisourceBergen March 2015 - Present
Yusen Logistics (Americas), Inc. March 2012 - Present
Yusen Logistics (Americas), Inc. 2012 - Present
Engineered Food Systems 2009 - 2012
Wells Fargo Bank May 2009 - 2009
Skills
Finance, Credit, Loans, Mortgage Lending, Banking, Customer Service, Credit Analysis
Education
California State University-Fullerton 2009 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration
Santiago Canyon College 2007 — 2008
Riverside City College 2006 — 2007
AmerisourceBergen March 2015 - Present
Yusen Logistics (Americas), Inc. March 2012 - Present
Yusen Logistics (Americas), Inc. 2012 - Present
Engineered Food Systems 2009 - 2012
Wells Fargo Bank May 2009 - 2009
Skills
Finance, Credit, Loans, Mortgage Lending, Banking, Customer Service, Credit Analysis
Education
California State University-Fullerton 2009 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration
Santiago Canyon College 2007 — 2008
Riverside City College 2006 — 2007
Damian Becerra's Wells Fargo Bank Experience May 2012 - September 2012
Job Marketing Manager at Farmers Insurance
Industry
Experience
Meridian Sports Club October 2014 - Present
Raymond Elementary School August 2014 - Present
Farmers Insurance April 2015 - July 2015
Pinnacle Petroleum, Inc. April 2014 - August 2014
Los Angeles Clippers August 2011 - April 2013
Wells Fargo Bank May 2012 - September 2012
Air Jordan Basketball Camp July 2012 - July 2012
City of Yorba Linda May 2010 - February 2012
Skills
Training, Event Management, Customer Service, Microsoft Word, Facebook, Social Networking, PowerPoint, Leadership, Event Planning, Public Speaking
Education
Allied Business Schools, Inc. 2015 — 2015
Real Estate License, Real Estate
California State University-Fullerton 2013 — 2015
Bachelor of Business Administration (B.B.A.), Business, Management, and Marketing
Fullerton College 2010 — 2013
Associate’s Degree, Business Administration and Management, General
Fullerton College 2010 — 2012
International Business, Business
Meridian Sports Club October 2014 - Present
Raymond Elementary School August 2014 - Present
Farmers Insurance April 2015 - July 2015
Pinnacle Petroleum, Inc. April 2014 - August 2014
Los Angeles Clippers August 2011 - April 2013
Wells Fargo Bank May 2012 - September 2012
Air Jordan Basketball Camp July 2012 - July 2012
City of Yorba Linda May 2010 - February 2012
Skills
Training, Event Management, Customer Service, Microsoft Word, Facebook, Social Networking, PowerPoint, Leadership, Event Planning, Public Speaking
Education
Allied Business Schools, Inc. 2015 — 2015
Real Estate License, Real Estate
California State University-Fullerton 2013 — 2015
Bachelor of Business Administration (B.B.A.), Business, Management, and Marketing
Fullerton College 2010 — 2013
Associate’s Degree, Business Administration and Management, General
Fullerton College 2010 — 2012
International Business, Business
Tony Meza's Wells Fargo Bank Experience March 2011 - November 2013
Job Builder Division at US Bank Home Mortgages
Industry Real Estate
Experience
US Bank Home Mortgage April 2015 - Present
imortgage August 2014 - April 2015
Stearns Lending Inc. November 2013 - July 2014
Wells Fargo Bank March 2011 - November 2013
First Mutual Mortgage Inc 1997 - 2007
North American Mortgage 1994 - 1997
Education
California State University-Fullerton 1979 — 1982
Bachelor of Science (BS), Clinical Psychology
US Bank Home Mortgage April 2015 - Present
imortgage August 2014 - April 2015
Stearns Lending Inc. November 2013 - July 2014
Wells Fargo Bank March 2011 - November 2013
First Mutual Mortgage Inc 1997 - 2007
North American Mortgage 1994 - 1997
Education
California State University-Fullerton 1979 — 1982
Bachelor of Science (BS), Clinical Psychology
Steven Colen's Wells Fargo Bank Experience May 2015 - Present
Job Banking Professional
Industry Airlines/Aviation
Experience
Wells Fargo Bank May 2015 - Present
British Airways September 2009 - May 2015
British Airways December 1990 - September 2009
British Airways June 1983 - December 1990
Skills
Aviation, Flight Planning, International Flight..., People Management, Performance Management, Internal Audit, People Development, Microsoft Excel, Microsoft Word, Airlines, IATA, Customer Service, Civil Aviation, Airport Management, Commercial Aviation, Airports, Management, Flights, Charter, Aircraft, Team Leadership, Travel Management, Flight Safety, Aviation Security
Education
California State University-Fullerton 1982 — 1983
Bachelor of Arts (BA), International Finance, 3.0
California State University-Fullerton 1978 — 1983
Bachelor of Arts (B.A.), International Finance
California State University-Northridge 1978 — 1982
Accounting, 3.0
Wells Fargo Bank May 2015 - Present
British Airways September 2009 - May 2015
British Airways December 1990 - September 2009
British Airways June 1983 - December 1990
Skills
Aviation, Flight Planning, International Flight..., People Management, Performance Management, Internal Audit, People Development, Microsoft Excel, Microsoft Word, Airlines, IATA, Customer Service, Civil Aviation, Airport Management, Commercial Aviation, Airports, Management, Flights, Charter, Aircraft, Team Leadership, Travel Management, Flight Safety, Aviation Security
Education
California State University-Fullerton 1982 — 1983
Bachelor of Arts (BA), International Finance, 3.0
California State University-Fullerton 1978 — 1983
Bachelor of Arts (B.A.), International Finance
California State University-Northridge 1978 — 1982
Accounting, 3.0
Janet Reaume's Wells Fargo Bank Experience 1988 - 1996
Job
Industry Insurance
Experience
Michael D. Reaume Insurance Services June 1996 - Present
Wells Fargo Bank 1988 - 1996
Barclays Bank of California 1986 - 1988
Barclays Bank of California 1977 - 1986
Education
California State University-Fullerton 1999 — 2001
BS-Child & Adolescent Development
Glendale Community College 1974 — 1976
Associate of Arts (AA)
Michael D. Reaume Insurance Services June 1996 - Present
Wells Fargo Bank 1988 - 1996
Barclays Bank of California 1986 - 1988
Barclays Bank of California 1977 - 1986
Education
California State University-Fullerton 1999 — 2001
BS-Child & Adolescent Development
Glendale Community College 1974 — 1976
Associate of Arts (AA)
Laura Brill's Wells Fargo Bank Experience 1984 - 1992
Job Purchasing Administrator at Lennar
Industry Real Estate
Experience
Lennar July 2004 - Present
Wells Fargo Bank 1984 - 1992
Skills
Customer Service, Budgets, Contract Management, Project Planning, Outlook, Procurement, Residential Homes
Education
California State University-Fullerton 1982 — 1984
Psychology
Lennar July 2004 - Present
Wells Fargo Bank 1984 - 1992
Skills
Customer Service, Budgets, Contract Management, Project Planning, Outlook, Procurement, Residential Homes
Education
California State University-Fullerton 1982 — 1984
Psychology
Marilyn Low's Wells Fargo Bank Experience April 2010 - September 2011
Job
Industry
Experience
Wells Fargo Home Mortgage October 2011 - November 2014
Wells Fargo Bank April 2010 - September 2011
Corporate Properties Group - State of Nevada June 2006 - March 2010
Aspen Financial Services January 1998 - December 2000
Norwest Bank January 1987 - December 1998
Education
California State University-Fullerton 1970 — 1973
Business Administration
Wells Fargo Home Mortgage October 2011 - November 2014
Wells Fargo Bank April 2010 - September 2011
Corporate Properties Group - State of Nevada June 2006 - March 2010
Aspen Financial Services January 1998 - December 2000
Norwest Bank January 1987 - December 1998
Education
California State University-Fullerton 1970 — 1973
Business Administration
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank