Wells Fargo Bank
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Bank Salaries. You can even request information on how much does Wells Fargo Bank pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo Bank directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
17,543 Wells Fargo Bank employees in database. Find out everything there's to know about Wells Fargo Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Bank Employees
Avis Budget Group August 2013 - Present
Stewart Filmscreen November 2011 - June 2013
Newport Pro, LLC. October 2010 - November 2011
Wells Fargo Home Mortgage November 2009 - October 2010
Wells Fargo Bank February 2006 - October 2009
California First Leasing Corporation June 2005 - February 2006
Stansfield Associates June 2001 - February 2006
Donner Shuler Donner 1997 - 1997
American Recordings 1996 - 1996
Skills
Commercial Banking, Trade Shows, Small Business Lending, Retail Banking, Production, International Sales, Multimedia Project..., Multimedia, Sales, Video, Management, Program Management, Direct Sales, Business Development, Customer Service, Project Management, Marketing, New Business Development, Sales Management, Account Management, Marketing Strategy, Product Marketing, B2B, Strategic Partnerships, Sales Operations, Product Management, CRM, Product Development, Selling, Sales Process, Salesforce.com, Forecasting, Negotiation
Education
California State University-Long Beach 1994 — 1997
FEA, Film & Electronic Arts
Orange Coast College 1993 — 1994
Associate of Arts (A.A.), Associate of Arts
Accenture May 2015 - Present
Technology and Business Solutions August 2014 - April 2015
Wells Fargo Bank September 2010 - October 2014
Wells Fargo Financial April 2007 - August 2010
Wells Fargo Financial August 2006 - April 2007
Wells Fargo Financial October 2005 - August 2006
Skills
Credit Analysis, Information Technology, Business Analysis, SQL, Consultative Selling, Salesforce.com..., CRM Databases, CRM, Consumer Lending, Business Development, Business Requirements, Data Management, MySQL, Customer Service, Bilingual-Spanish, Notary Public, Marketing Strategy, Time Management, Project Management, Cross Selling, Finance, Compliance, Entrepreneurship, Photoshop, Microsoft Excel, Technical Documentation, Cloud Computing, JavaScript, Requirements Analysis, Requirements Gathering
Education
California State University-Hayward - School of Business and Economics 2002 — 2005
Business Administration
University of Phoenix 2012 — 2014
Master of Science (M.S.)
UC Berkeley 2012 — 2012
Specialized Program
Diablo Valley College 2000 — 2003
General Education
Orion Lending October 2014 - Present
ClearVision Funding June 2011 - October 2014
Nations Direct Mortgage January 2008 - June 2011
Lending First Mortgage 2007 - 2008
Acoustic Home Loans April 2005 - April 2006
Wells Fargo Bank 2000 - 2005
Skills
Mortgage Lending, Mortgage Banking, FHA, Loans, Refinance, Loan Origination, Credit, Underwriting, Residential Mortgages, Real Estate, Sales Management, Banking, FHA financing, VA loans, Investment Properties, Loss Mitigation, Credit Analysis, Mortgage Underwriting, Investors, Real Estate Financing, Government Loans, VA Loans, REO, Reverse Mortgages, Selling, Mortgage Servicing, First Time Home Buyers, Investments, Commercial Lending, Construction Loans, Financial Structuring, Finance, Real Estate Economics, Executive Management, Foreclosures, Commercial Mortgages, FHA Financing, Certified Mortgage..., Financial Services, Sales
Education
California State University-Long Beach 1998 — 2004
2004, Marketing
Apple Valley High 1994 — 1998
Mavenlink March 2015 - Present
Mavenlink July 2014 - March 2015
The Butchery May 2012 - July 2014
YMCA of Orange County May 2011 - January 2012
Wells Fargo Bank January 2010 - September 2010
Wells Fargo Bank August 2008 - January 2010
Skills
Time Management, Customer Service, Auditing, Training, Leadership, Sales, Teamwork, Team Management, Customer Experience, Data Entry, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Budgets, Management, Team Building, Team Leadership, Nonprofits, Marketing
Education
California State University-Long Beach 2011 — 2014
Bachelor's Degree, History, United States and Modern European
Saddleback College 2007 — 2010
United States History
Dana Hills
Bank of the West October 2014 - Present
OneWest Bank February 2010 - September 2014
Union Bank February 2009 - February 2010
Countrywide February 2006 - January 2009
Washington Mutual 2001 - 2006
Wells Fargo Bank February 1999 - February 2001
Financial Accounting Standards Board November 1997 - January 1999
Skills
Financial Reporting, Sarbanes-Oxley Act, Auditing, Accounting, SEC filings, Variance Analysis, Financial Accounting, Corporate Finance, Analysis, Financial Statements, Consolidation, Hyperion Enterprise, Sarbanes-Oxley, Accounts Payable, CPA
Education
California State University-Hayward - School of Business and Economics
MBA, Accounting Emphasis
University of California, Berkeley
B.A., Biology
Banner Health July 2013 - Present
Kaiser Permanente March 2012 - May 2013
Independent Contractor February 2011 - March 2012
Wells Fargo Bank October 1979 - December 2010
Skills
SDLC, Visio, IT Management, IT Strategy, Integration, Healthcare Information..., EHR, Project Management, Consulting, Business Analysis, SQL, Process Improvement, SharePoint, Leadership, Software Project..., Active Directory, Program Management, Analysis, Disaster Recovery, Software Documentation, Vendor Management, Troubleshooting, Change Management, Business Requirements, Business Process, Enterprise Architecture, Business Process..., Project Portfolio..., Requirements Analysis, Risk Management, Project Planning, Testing, User Acceptance Testing, PMO, Training, Business Intelligence, Requirements Gathering
Education
Gateway Community College 2010 — 2011
Certificate Program, Management of Clinical Information Technology
Urban League Data Processing Training Center 1979 — 1979
Certificate Program, Business Programming
California State University-Long Beach 1973 — 1978
BS, Health Science - Community Health Education
Keller Graduate School of Management October 2011 - Present
AT&T Mobility October 2011 - March 2014
Business Development Inc June 2010 - March 2011
Citi Group March 2009 - January 2011
Wells Fargo Bank March 2009 - January 2011
F.A. Consulting (An Organizational Development Corporation) June 2005 - October 2008
MHB Consulting February 2000 - October 2000
Bank of America March 1997 - February 2000
Skills
Banking, Credit, Business Planning, Financial Analysis, Retail Banking, Strategic Financial..., Leadership, Management, Mortgage Lending, Loans, Sales, Mortgage Banking, Budgets, Commercial Banking, Small Business Lending, Credit Analysis, Consumer Lending, Training, Coaching, Finance, CRM, Analysis, Cross-functional Team..., Business Strategy, Change Management, Negotiation, Marketing, Human Resources, Strategy, Small Business, Organizational..., Policy, Consulting, Executive Coaching, Portfolio Management, Team Building, Executive Management, Risk Management, Leadership Development, Customer Retention, Business Development, Sales Management, Process Improvement, Relationship Management, Strategic Planning, Team Leadership, Management Consulting, Performance Management, Customer Satisfaction, Recruiting
Education
University of Phoenix 1999 — 2001
MBA, Business
California State University
Bachelor of Arts, Psychology
California State University-Long Beach
University of Phoenix
Masters, Business Administration
Orange County Social Service Agency March 2015 - Present
Orange County Auditor Controller January 2015 - March 2015
Orange County Public Works May 2013 - January 2015
John Wayne Airport January 2012 - May 2013
Orange County Auditor Controller June 2007 - January 2012
Wells Fargo Bank November 2005 - June 2007
GameStop July 2002 - November 2005
Skills
Analysis, Accounting, General Ledger, Teamwork, Customer Service, Account Reconciliation, Accounts Payable, Accounts Receivable, Auditing, Financial Reporting, Microsoft Excel, Sales
Education
California State University-Long Beach 2009 — 2012
MBA - Finance, Finance
California State University-Long Beach 2005 — 2007
Bachelor of Science in Business Administration, Accounting
Wells Fargo August 2013 - Present
Wells Fargo Bank July 2009 - August 2013
Wells Fargo Financial January 2007 - July 2009
Wells Fargo Financial May 2005 - January 2007
Marriott International February 2002 - April 2005
Skills
Mortgage Lending, Underwriting, Consumer Lending, Loans, Banking, Credit Cards, Small Business Lending, Commercial Lending, Sales Management, Microsoft Excel, Credit, Spanish, Customer Service, Portfolio Management, Financial Services, Leadership, Cross Selling, Management, Relationship Management, Credit Analysis, Commercial Banking, Risk Management, Financial Analysis, Treasury Management
Education
California State University-Long Beach 2001 — 2006
Bachelor's, Finance, Real Estate & Law
U.S. Bank June 2012 - Present
US Bank September 2010 - June 2012
California National Bank- Now a part of US Bank September 2007 - September 2010
Wells Fargo Bank September 2005 - May 2006
Skills
Banking, Customer Service, Wealth Management, Compliance, Auditing, Credit Analysis, Credit, Commercial Leasing, Commercial Banking, Relationship Management
Education
California State University-Long Beach 2001 — 2005
Bachelor of Science, Criminal Justice
Siren Studios March 2013 - Present
Wells Fargo Bank February 2009 - May 2011
Skills
Credit, Microsoft Excel, Marketing, Financial Services, Customer Service, Microsoft Office, Sales, Relationship Management, Microsoft Word, Social Media, Cash Management, Mortgage Banking, Social Media Marketing, Outlook, Portfolio Management, PowerPoint, Leadership, Event Planning, Customer Satisfaction
Education
California State University-Long Beach 2011 — 2013
Bachelor of Arts (B.A.), Communication Studies
Piedmont Hills High School 2003 — 2007
John Muir Health December 2013 - Present
Kaiser Permanente January 2013 - December 2013
MedStar Health November 2011 - January 2013
DoD, Defense Contract Management Agency October 2009 - November 2011
RBI Financial, Inc September 2008 - October 2009
Wells Fargo Bank July 2005 - October 2009
Citibank April 2003 - June 2005
Skills
Forecasting, Analysis, Budgets, Finance, Accounting, Leadership, Management, Team Leadership, Contract Negotiation, Credit Analysis, Negotiation, Credit Risk, Strategy, Loans, Financial Risk
Education
Loyola University MarylandSellinger School of Business 2011 — 2013
Masters, Business Administration; accounting; 2013
California State University-Hayward - School of Business and Economics 2003 — 2006
BS, Business Administration
Heffernan Insurance Brokers October 2012 - Present
Grand Hyatt San Francisco 2015 - 2015
Pointe Hilton Squaw Peak Resort April 2011 - October 2012
Wells Fargo Bank September 2010 - April 2011
Marriott International June 2009 - June 2010
Rennaisance ClubSport November 2008 - June 2009
National Disaster Summit January 2008 - May 2008
National Disaster Summit May 2007 - August 2007
Skills
Sponsorship, Customer Service, Event Planning, Sales, Banking, Project Planning, Loans, Payments, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Time Management, Leadership, Outlook, Teamwork, Public Speaking, Wellness
Education
California State University-Long Beach 2004 — 2008
Bachelor's degree, Recreation
California State University-Long Beach 2004 — 2008
Bachelor of Arts Degree, Recreation; Special Event Planning
The UX Incubator June 2015 - Present
Visual Design Lady February 2011 - Present
Wells Fargo Bank May 2014 - June 2015
Finesse Solutions January 2007 - September 2011
Greenberg Interactive 1989 - 2007
Agilent Technologies 2000 - 2001
Agilent Technologies 2000 - 2001
HandHeld 2000 - 2000
HandSpring 1999 - 2000
Skills
WPF UI deisgn with..., Visual design with..., HTML, Agile Methodologies, C#, User Interface Design, User Experience, Information Architecture, Mobile Applications, User Experience Design, Wireframes, CSS, Wire Framing, Web Design, User-centered Design, Interaction Design, Human Computer..., User Interface, XAML, Software Prototyping, Visual Studio, Expression Blend, Photoshop, Usability Testing, Usability, Flash, Web Development, Graphic Design, HTML 5, Web Applications, Usability Engineering
Education
Capella University 2000 — 2003
MSE, Online Learning
California State University-Long Beach 1974 — 1980
BFA, Biomedical Illustration
Wells Fargo Bank March 2008 - Present
Skills
Project Management, Business Analysis, Data Analysis, Program Management, Banking, Financial Analysis, Forecasting, Process Improvement, Vendor Management
Education
California State University-Hayward - School of Business and Economics 1999 — 2004
Bachelor of Science in Business Administration, Finance, General
Booz Allen Hamilton February 2014 - Present
Booz Allen Hamilton February 2014 - Present
Leidos 2014 - 2015
Wells Fargo Bank May 2005 - February 2011
Skills
AutoCAD, Matlab, C++, Digital and Analog..., RF analysis, Xilinx, Python, Java, Atmel AVR, VHDL, Arduino, HTML, FPGA, Windows Vista, Windows 7, Microsoft Office, Access, PowerPoint, Visio, Programming, C, Windows, MS Project, Microsoft Excel, Sales, Microsoft Word, Team Leadership, Solidworks, English, Microsoft Project, RF, SolidWorks
Education
California State University-Long Beach
Bachelor of Science, Electrical Engineering; Power Applications
Richard Gahr High School
Wells Fargo July 2003 - Present
Wells Fargo Bank October 1996 - Present
Wells Fargo October 1990 - July 2003
Wells Fargo October 1986 - October 1990
Skills
Commercial Banking, Portfolio Management, Banking, Loans, Credit, Financial Analysis, Management, Financial Modeling, Risk Management, Budgets, Finance, Forecasting, Capital Markets, Mergers & Acquisitions, Business Development, Due Diligence, Accounting, Strategic Planning, Strategy, Business Strategy, Strategic Financial..., Leadership, Executive Management, Commercial Lending, Corporate Finance, Financial Services, Private Equity, Valuation, Small Business Lending, Investments, Financial Risk, Investment Banking, Cash Management, Credit Analysis, Treasury Management, Restructuring, Asset Management, Managerial Finance, Financial Structuring, Equities, Relationship Management, Financial Reporting, Asset Based Lending, Insurance, Credit Risk, Start-ups, Business Planning, Venture Capital, Corporate Development, Investor Relations
Education
California State University-Long Beach 1970 — 1974
BS, Economics
Allen Matkins August 1999 - Present
Wells Fargo Bank August 1998 - May 1999
Cleary Gottlieb Steen & Hamilton LLP September 1996 - October 1997
O'Melveny & Myers LLP June 1989 - September 1995
Skills
Public Speaking, Event Planning, Program Management, Nonprofits, Contract Negotiation, Microsoft Office, Management, Mergers & Acquisitions, Document Management, Strategic Planning, Document Review, Research, Social Media, Entrepreneurship, Litigation, Legal Research, Community Outreach, Leadership, Civil Litigation
Education
Presidio Graduate School 2009 — 2011
MBA in Sustainable Management, Environment and Business
California State University-Long Beach 1987 — 1989
Bachelor of Arts (BA), Political Science and Public Administration
Skyline High School, Oakland California
Titan
Automatic Data Processing July 2007 - Present
ADP February 2006 - June 2007
ADP June 2005 - January 2006
ADP April 2004 - June 2005
Lawrence Livermore National Laboratory March 2003 - April 2004
ProBusiness May 1998 - March 2003
ProBusiness May 1998 - April 2001
Wells Fargo March 1996 - April 1998
Wells Fargo Bank August 1995 - February 1996
Skills
Instructional Design, Training, Learning and Development, Program Management, Strategic Planning, Leadership, Project Management, Leadership Development..., Delivering Results, Leadership Development, Team Leadership, Talent Management, Customer Service, Personnel Management, Team Building, Operational Management, Business Process..., Outsourcing, Onboarding, Analytics, Performance Management, Change Management, Process Improvement, Employee Engagement, Succession Planning, Human Resources, BPO, Management, Coaching, Organizational..., Organizational..., Employee Relations, SaaS, MS Project, CRM, Strategy, Business Process, Cross-functional Team..., Business Analysis, Vendor Management, Recruiting, HRIS, Analysis, Project Planning, Employee Training, Enterprise Software, Talent Acquisition
Education
California State University-Hayward - School of Business and Economics 1987 — 1992
Bachelors, Business Administration - Human Resources
Foothill High School
Foothill High School
BBX, Inc. - Boogie Box Fitness August 2013 - Present
Delhi Center June 2013 - October 2014
Wells Fargo Bank October 2002 - April 2013
Wells Fargo July 2001 - October 2002
Wells Fargo January 2000 - July 2001
Skills
Team Building, Customer Service, Sales, Coaching, Relationship Management, Retail Banking, Strategic Planning, Performance Management, Leadership Development, Banking, Commercial Banking, Commercial Lending, Credit, Financial Analysis, Loans, Risk Management, Vendor Management
Education
California State University-Long Beach 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
Verizon Wireless November 2014 - Present
Verizon Wireless October 2012 - November 2014
Wells Fargo Bank December 2005 - November 2012
FileWorks, Inc. 2002 - 2005
Verizon Wireless 1999 - 2002
AirTouch Cellular 1997 - 1999
AirTouch International 1994 - 1997
Skills
Vendor Management, Process Improvement, Program Management, Team Building, Salesforce.com, Security, Telecommunications, SDLC, IT Management, Strategic Planning, Data Warehousing, Business Analysis, Visio, Process Engineering, Compliance, Change Management, Portfolio Management, Process Development, SaaS, Analysis, Software Development, Team Management, Business Management, Unix, Budgeting, Agile, Coaching, Testing, Banking, Contract Negotiation, Team Leadership, Contract Negotiations, Wireless, Business Strategy, Software Project..., Project Portfolio..., Problem Solving, PMO, Integration, Requirements Analysis, Resource Management, IT Governance, Business Intelligence, ITIL, IT Strategy, Governance, Business Process..., People Management, Business Process, Release Management
Education
California State University-Hayward - School of Business and Economics 1983 — 1985
Business Administration
Coaching Agile Teams
Coaching Agile Teams
FreeConferenceCall.com January 2015 - Present
FreeConferenceCall.com June 2014 - December 2014
California State University, Long Beach August 2013 - December 2014
California State University, Long Beach June 2014 - August 2014
Wells Fargo Bank June 2010 - September 2012
Wells Fargo Bank January 2007 - June 2010
Wells Fargo Bank June 2006 - January 2007
Ross Stores Inc November 2005 - June 2006
Pizza Kitchen June 2003 - November 2005
Skills
Guitar Player, Drummer, Creative Writer, Singer/Songwriter, Weight Training, Fitness Training, Econometrics, Data Analysis, Public Speaking, Economic Research, Banking, Credit, Financial Services, Economics, Research, Financial Analysis, Consumer Lending, Finance, Mortgage Lending, Loan Servicing, Home Equity Lines of..., Mortgage Servicing, Credit Cards, Cash Management, Retail Banking, Inside Sales, Spanish, Microsoft Excel, Microsoft Office, Teaching, Statistics, Social Media, PowerPoint, Analysis, Customer Service, Marketing, Microsoft Word, Stata
Education
California State University-Long Beach 2012 — 2014
Master's of Economics, Economics, 3.7
California State University-Long Beach 2007 — 2010
Bachelors of Arts, Economics, 3.67
Rio Hondo Community College 2005 — 2007
Associates Degree, General Education
Sutter Health September 2015 - Present
California Department of Corrections and Rehabilitation October 2014 - Present
California Department of Corrections and Rehabilitation June 2014 - Present
State of California March 2012 - Present
Wells Fargo Bank July 2011 - March 2012
Wells Fargo Bank November 2009 - June 2011
California State University, East Bay 2007 - 2009
Skills
Management, Data Analysis, Finance, Portfolio Management, Financial Analysis, Sales, Strategic Sourcing, Procurement, Government Procurement, Leadership, Banking, Business Analysis, Market Analysis, Contract Negotiation, Business Planning, Cost Analysis, Negotiation, Cross-functional Team..., Market Research, Wealth Management, Forecasting, Financial Modeling, Risk Management, SAS Programming, SAS Simulation Studio
Education
California State University-Hayward - School of Business and Economics 2007 — 2009
MBA, International Business
Wells Fargo Bank January 2015 - Present
New York City Council January 2014 - January 2015
Howard University May 2013 - December 2013
US Small Business Administration December 2012 - May 2013
United States Mint May 2012 - August 2012
Skills
Community Outreach, Civic Engagement, Legal Research, Westlaw, Mediation, Lexis, Negotiation, Legal Writing, Civil Litigation, Trials, Employment Law, Policy, Motions
Education
Howard University School of Law 2011 — 2014
Juris Doctorate, Law
Spelman College 2009 — 2011
Bachelor of Arts (BA), Political Science and Government
California State University-Long Beach 2006 — 2007
Political Science and Government
Catterall Design Office, Inc. 1993 - Present
Cole Martinez Curtis 1983 - 1993
Wells Fargo Bank 1982 - 1983
Walker Associates 1981 - 1982
Skills
Space-planning, Interior Design, Furnishings, Furniture, Interior Architecture, Submittals, Flooring, SketchUp, Sustainable Design, FF&E, Construction, Design Research, Finish, Space planning, LEED AP, AutoCAD, Rendering, Floor Plans, Finish Selections, LEED, Residential Design, Window Treatments, Retail Design, Hand Drafting
Education
California State University-Long Beach 1979 — 1982
BFA, Interior Design
University of Wyoming 1970 — 1974
BA, American Studies
Powell High School
peace December 2013 - Present
Wells Fargo Bank 2004 - July 2012
Wells Fargo July 1975 - July 2012
Wells Fargo Bank 2000 - 2009
Skills
Financial Services, Banking, Credit, Relationship Management, Leadership, Portfolio Management, Risk Management
Education
California State University-Hayward - School of Business and Economics 1973 — 1975
Masters of Business Administration, Accounting and Finance
University of California, Berkeley 1967 — 1972
BA, Political Science
VenueNext March 2015 - Present
Intuit October 2014 - March 2015
Bank of America May 2010 - 2014
Wells Fargo Bank September 2007 - May 2010
Draft FCB April 2009 - April 2009
Hamon & Associates June 2005 - April 2007
Epic Brand Group June 2004 - June 2005
Skills
Adobe Creative Suite, User Experience, Web Design, Graphic Design, Logo Design, Brochures, Email Marketing, Visual Design, User Experience Design, User-centered Design, Art Direction, Creative Direction, Interaction Design, User Interface Design, Creative Strategy, Corporate Branding, Corporate Identity, User Interface, Information Architecture, Direct Mail, Information Design, Experience Design, Branding & Identity, Dreamweaver, Typography, Concept Development, Art, Chess, Illustrator, Layout, InDesign, Graphics, Brand Development, Adobe Fireworks, Illustration, Wire Framing, Interactive Advertising, Wireframes, Mac, QuarkXPress, Adobe Acrobat, Multimedia, Usability Testing
Education
California State University-Long Beach 2002 — 2004
Bachelor of Fine Art, Graphic Design and Illustration
The Los Angeles Recording School 1997 — 1998
The Recording Engineer Program, Recording Engineering & Video Production
Wells Fargo April 2013 - Present
Wells Fargo June 2010 - April 2013
Wells Fargo Bank April 2008 - June 2010
Wells Fargo 2005 - 2008
Skills
Commercial Banking, Treasury Management, Credit, Cash Management, Loans, Banking, Financial Analysis, Business Development, Commercial Lending, Finance, Investment Banking, Portfolio Management, Leadership, Asset Based Lending, Real Estate, Mergers & Acquisitions
Education
California State University-Long Beach 2001 — 2005
BA, Business, Economics
Chapman University 1999 — 2001
Baseball and Mathematics
Wells Fargo July 2012 - November 2014
Wells Fargo Bank July 2003 - July 2012
Skills
Operations Management, Team Management, Staff Development, Sales Management, Coaching, Loan Servicing, Customer Service, Customer Service..., Compliance, Banking
Education
California State University-Long Beach 2000 — 2004
BA, History
Wells Fargo Bank September 2006 - March 2012
Fish Tail Restaurant January 2004 - January 2005
Education
California State University-Long Beach 1997 — 2000
Bachelor of Science (B.S.), Accounting
California State University
Bachelors of Science, Accounting
Aerohive Networks November 2012 - Present
Melbourne IT June 2011 - October 2012
YouSendIt June 2010 - November 2010
Blue Coat Systems March 2009 - May 2010
EMC May 2007 - December 2008
VeriSign September 2004 - May 2007
Wells Fargo Bank August 1999 - April 2004
Skills
Solution Selling, Salesforce.com, SaaS, Cloud Computing, Enterprise Software, Account Management, Channel, Direct Sales, Strategic Partnerships, Business Development, Sales Operations, CRM, Strategy, E-commerce, B2B, Contract Negotiation, Project Management, Customer Retention, IPO, Sales Process
Education
San Jose State University 2003 — 2004
Bachelor of Arts
California State University-Long Beach 2002 — 2003
De Anza College 1999 — 2002
Bank of the West 2015 - 2015
Charles Schwab 2011 - 2013
Wells Fargo Bank September 2009 - December 2010
Charles Schwab 2007 - 2008
Wells Fargo Bank October 2005 - November 2006
Charles Schwab & Co April 2004 - December 2004
CSAA August 2002 - October 2003
Charles Schwab & Co November 1996 - October 2001
U.B. Networks June 1995 - November 1996
California State University, Long Beach 1993 - 1995
Skills
Project Portfolio..., Program Management, Project Management, Enterprise Architecture, Software Project..., Cross-functional Team..., Project Planning, CRM, Project Execution, Staff Management, Program Planning, Program Implementation, Project Implementation, Distributed Team..., Team Management, Agile Project Management, Business Analysis, Agile Methodologies, Software Development, Vendor Management, PMO
Education
California State University-Long Beach 1990 — 1993
Master's degree, Computer Science, 4.00
California State University-Long Beach 1986 — 1990
Bachelor's degree, Computer Science
Wells Fargo Bank March 2008 - Present
Greater Bay Bank July 2006 - March 2007
Silicon Valley Bank 1998 - 2006
Education
California State University-Hayward - School of Business and Economics 1992 — 1997
BS, Marketing
Bank of the West September 2012 - Present
Bank of the West November 2011 - August 2012
Wells Fargo Bank January 2006 - November 2011
Wells Fargo Bank November 2007 - August 2009
Wells Fargo Bank May 2007 - November 2007
Wells Fargo Bank January 2005 - January 2006
Skills
Sales Management, Training & Development, Personnel Recruiting, Administrative Support, Office Administration, Management Consulting, Process Management, Time Management, Financial Management, Employee Training, Managerial Finance, Customer Service, Loans, Sales, Credit Analysis, Banking, Commercial Banking, Loan Origination, Cross Selling, Consumer Lending, Credit, Personnel Selection, Leadership, Recruiting, Small Business Lending, Administrative..., Commercial Lending, Team Building, Management, Portfolio Management, Financial Services, Mortgage Lending, Lines Of Credit, Relationship Management, Coaching, Retail Banking, Business Development, Branch Management, Series 7, Investments, Treasury Management, Finance, Branch Banking, Banking Relationships
Education
California State University 2002 — 2006
Bachelors of Business Administration, Finance & Management
California State University-Long Beach 2001 — 2002
Bachelor's degree, Business
Social Security Administration June 2010 - Present
California Exposition & State Fair June 2009 - June 2010
California State University, Sacramento August 2009 - January 2010
Sacramento State University January 2009 - December 2009
Sacramento State University January 2009 - May 2009
Wells Fargo Bank August 2008 - January 2009
PVD Coatings February 2006 - May 2008
The Monte Verde Inn April 2002 - January 2006
Skills
Event Planning, Customer Service, Community Outreach, Public Speaking, Data Entry, Event Management, Editing, Nonprofits, Social Media Marketing
Education
California State University-Sacramento 2009 — 2011
Master's, Political Communication
California State University-Long Beach 2004 — 2008
Bachelor's, Journalism and Spanish
JCRE, Inc. May 2006 - Present
San Diego Crew Classic, Inc. April 2006 - Present
Waters Fine Catering June 1998 - Present
Merrill Lynch April 2011 - September 2012
EquiGrowth May 2009 - December 2010
Independent Financial Group LLC October 2005 - August 2007
Pacific Capital Mortgage January 2005 - October 2005
Pardee Home Loans 2002 - 2004
Wells Fargo Bank 1997 - 2002
Skills
Mortgage Banking, Mortgage Lending, Sales, Leadership, Management, Loan Origination, Insurance, Loans, Project Planning, Nonprofits, Marketing, Time Management, Financial Analysis, Training, Small Business, Investment Properties, Business Development, Finance, Strategic Planning, Strategy, Entrepreneurship, Team Building, Real Estate, Executive Management, Start-ups, Investments, Selling, Strategic Financial..., New Business Development, Budgets, Credit, Financial Advisory, Banking, Asset Management
Education
San Diego State University-California State University 1995 — 1997
California State University-Long Beach 1993 — 1995
Education
Orange Coast College 1991 — 1993
Houston MBDA Business Center (Operated by Houston Community College) November 2013 - Present
Houston Area Urban League June 2013 - November 2013
Woodside Consulting February 2013 - November 2013
Houston MBDA Business Center January 2011 - January 2013
Wells Fargo Bank March 2007 - September 2010
Wells Fargo Bank August 1999 - February 2007
Skills
Banking, Strategic Planning, Financial Services, Relationship Management, Project Management, Marketing Strategy, Fundraising, Loan Documents, Community Outreach, Diversity Marketing, Diversity & Inclusion, South Asia
Education
California State University-Long Beach
Bachelor of Arts, Fine Arts Studies
Tevora Business Solutions July 2012 - Present
City of Long Beach May 2012 - July 2012
US Bank November 2010 - April 2012
Wells Fargo Bank February 2008 - April 2010
Wells Fargo Bank January 2005 - February 2008
Wells Fargo January 2004 - February 2005
Wells Fargo January 2003 - January 2004
Wells Fargo June 2002 - January 2003
Skills
Network Security, Penetration Testing, Information Security
Education
California State University-Long Beach 2009 — 2012
Bachelor of Science, Management Information Systems
Palomar Community College 1998 — 2000
Banc of California August 2013 - Present
Wells Fargo Bank August 2012 - July 2013
FDIC Divsision of Resolutions and Receiverships April 2009 - June 2011
US Res Inc. Lake Forest, CA January 2009 - April 2009
Opteum Financial Services July 2004 - June 2007
JPMorgan Chase May 2002 - June 2004
Education
California State University-Long Beach 1982 — 1984
Business Information System
Golden West College 1980 — 1982
AA, Accounting / Business
Wells Fargo Bank August 2013 - Present
Wells Fargo Bank July 2006 - July 2013
Skills
Commercial Banking, Banking, Treasury Management, Loans, Commercial Lending, Cash Management, Portfolio Management, Small Business Lending, Relationship Management, Credit, Lines Of Credit, Credit Analysis, Asset Based Lending, Consumer Lending, Cross Selling, Merchant Services, Treasury Services
Education
California State University-Hayward - School of Business and Economics
Bachelor of Science (B.S.)
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 March 2009 - Present
Wachovia, A Wells Fargo Company December 1995 - March 2009
Wachovia Bank (formerly First Union) 1995 - 2009
Education
California State University-Long Beach
Morgan Stanley January 2015 - Present
Morgan Stanley January 2013 - December 2014
Morgan Stanley June 2011 - December 2012
SAIC April 2007 - June 2011
SAIC June 2004 - January 2007
Wells Fargo Bank August 2000 - November 2005
Skills
Employee Relations, Human Resources, Employee Benefits, New Hire Orientations, Personnel Management, Deferred Compensation, Talent Acquisition, Management, Training, HRIS, Technical Recruiting, Talent Management, Onboarding, Temporary Placement, Succession Planning, Recruiting, Performance Management, Applicant Tracking..., HR Policies, Interviews, PeopleSoft, Workforce Planning, College Recruiting, Policy, Employee Engagement, Internet Recruiting, Benefits Negotiation, Taleo, Benefits Administration
Education
California State University-Long Beach 2000 — 2005
Bachelor of Science, Business Administration; Human Resource Management
Keystone Pacific Property Management, Inc. March 2006 - Present
Wells Fargo Bank September 1994 - March 1999
Skills
Property Management, Customer Service, Project Planning, Budgets, Contract Negotiation, Residential Homes, Condos, Sales, Management, Leadership, Selling, Marketing Strategy, Landscape Maintenance, Landscaping, Team Building, Social Media Marketing, Sales Management, Contract Management, Customer Satisfaction, HOA, Team Management, Organization
Education
California State University-Long Beach 1992 — 1993
Orange Coast College 1989 — 1991
General Education
Huntington Beach High School 1985 — 1989
Wells Fargo 2012 - Present
Wells Fargo Bank April 2009 - Present
Wells Fargo December 2008 - April 2009
Wells Fargo 2004 - November 2008
Wells Fargo 2003 - 2004
Wells Fargo 1997 - 2003
Wells Fargo 1995 - 1997
Skills
Retail Banking, Financial Services, Leadership, Banking, Loans, Commercial Banking, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2005
MBA
California State University-Long Beach 1988 — 1993
BA, Interpersonal/Organizational Communication
Sephora USA, Inc October 2008 - November 2008
Wells Fargo Bank August 2008 - October 2008
Hoya ConBio January 2008 - June 2008
Sephora May 2007 - December 2007
Applied Materials November 2006 - December 2006
Salesforce.com October 2006 - November 2006
Salesforce.com December 2005 - May 2006
Levi Strauss April 2005 - June 2005
@Road July 2004 - January 2005
Pacific Gas & Electric Company January 2004 - July 2004
Skills
Financial Reporting, General Ledger, Accounts Receivable, Cost Accounting, Accounts Payable, Excel, SAP, Visio, PowerPoint, Word, Outlook, Windows, Baan, MAPICS, Work Orders, SOX, Accounting, Internal Controls, Auditing, Fixed Assets, Forecasting, Financial Analysis, Audit, Budgeting, Internal Audit, Process Improvement, ERP, GAAP, Tax, Inventory Management, Compliance, Consolidation, Analysis, Documentation, SEC reporting, Manufacturing, Financial Modeling, SFDC, Financial Planning, Revenue Recognition, Microsoft Office, Customer Relations, Banking, MIS, IT Audit, Policy, Cost, Financial Accounting, Variance Analysis, Cash Management
Education
Golden Gate University 1996 — 2000
MBA
California State University-Hayward - School of Business and Economics
BS
Roots of Peace September 2013 - April 2014
nScaled, Inc. April 2013 - August 2013
Bank of the West August 2012 - March 2013
Wells Fargo Bank March 2011 - June 2012
Trion Worlds, Inc. September 2010 - October 2010
Gap Inc. August 2009 - October 2009
Susan Dorey Designs January 2006 - August 2009
Nokia October 2008 - April 2009
Charles Schwab July 2006 - December 2007
MeeVee, Inc. May 2006 - June 2006
Skills
SharePoint, Project Management, Software Documentation, Information Architecture, Databases, Management, Web Applications, Disaster Recovery, Strategy, Software Design, SDLC, Business Analysis, Business Requirements, Requirements Analysis, Visio, Data Modeling, UML, Requirements Gathering, Oracle, Agile Methodologies, Technical Writing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1977 — 1979
MBA
California State University-Long Beach 1964 — 1973
BA
Institute for Certification of Computer Professionals
CDP, Certificate in Data Processing
IdeaBridge, LLC September 1999 - Present
U.S. Bank (Formerly Pacific Century Bank) August 1992 - August 1999
Bank of America (Formerly Security Pacific) November 1989 - July 1992
Bank of America (Formerly BankBoston) September 1988 - December 1989
Wells Fargo Bank June 1986 - September 1988
Bank of America June 1984 - June 1986
Skills
Leadership, Management Consulting, Leadership Development, Business Development, Training, Banking, Coaching, Executive Management, Marketing, Portfolio Management, Sales Management, New Business Development, Sales, Strategic Planning, Executive Coaching, Team Building, Financial Services, Strategy, Public Speaking, Business Strategy
Education
University of Southern California 1983 — 1985
Bachelors, Business: Entrepreneur Program Graduate
California State University-Long Beach 1980 — 1982
Business
California State University, Long Beach August 2015 - Present
Wells Fargo January 2015 - August 2015
Wells Fargo Bank September 2011 - December 2014
Pinkberry Ventures, Inc August 2010 - January 2011
Pinkberry Ventures, Inc January 2009 - August 2010
Skills
Customer Service, Customer Satisfaction, Community Organizing, Events Organizing, Cash Handling, Work Orders, Reservations, Telephone Skills, POS, Cross Selling, Market Planning, Food Service, Food Processing, Leadership, Cash Flow, CRM, Cash Handling Experience, Sales, Microsoft Word, Microsoft Office, Social Networking, Credit, Social Media, Microsoft Excel, Teamwork, Public Speaking, PowerPoint, Time Management
Education
California State University-Long Beach 2015 — 2017
Master of Science, Psychology, Option in Industrial/Organizational Psychology
San Diego State University-California State University 2011 — 2014
Bachelor of Arts (B.A.), Psychology, 3.6 GPA
Westview High School 2006 — 2010
High School Degree
DJ Yoshe 2003 - Present
Deloitte June 2015 - August 2015
Comerica Bank April 2013 - September 2013
Rosemax Media, LLC March 2011 - April 2012
Wells Fargo Bank March 2007 - March 2011
Official DJ for Ron Artest/Metta World Peace 2010 - 2010
Union Bank February 2009 - June 2009
Wells Fargo Bank May 2006 - March 2007
Lenscrafters 2000 - 2006
Skills
Microsoft Office, Microsoft Excel, Customer Service, Budgets, Outlook, Leadership, Financial Analysis, Marketing, Microsoft Word, Social Media, PowerPoint, Banking, Social Networking, Event Planning, Accounting
Education
California State University-Long Beach 2013 — 2015
Accounting
MullinTBG, a Prudential Financial company November 2011 - Present
Wells Fargo Bank November 2007 - November 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Financial Analysis
Education
California State University-Long Beach 2000 — 2004
Bachelor's Degree, Political Science and Government
Wells Fargo Bank June 2013 - Present
Wells Fargo Bank February 2007 - Present
ACC CAPITAL HOLDINGS (ACCCH) October 2004 - July 2006
City of Redmond Police Department June 1999 - September 2004
WA STATE BASIC LAW ENFORCEMENT ACADEMY 1994 - 2001
City of Redmond Police Department June 1992 - June 1999
City of Fremont Police Department September 1986 - May 1992
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Private Investigations, Corporate Security, C, Training & Development, Corporate Fraud..., Law Enforcement, Team Leadership
Education
California State University Hayward
Bachelor of Science (BS), Speech-Language Pathology/Pathologist
California State University-Hayward - School of Business and Economics
Bachelor of Science (B.S.), Speech-Language Pathology/Pathologist
Kennedy High
Kennedy High
US bank November 2014 - Present
Wells Fargo Bank 2013 - March 2014
Wells Fargo 2012 - 2013
Wells Fargo 2011 - 2012
Wells Fargo 2010 - 2011
Wells Fargo 2009 - 2010
Skills
Team Leadership, Project Management, Sales Management, Customer Service, Team Building, Organizational..., Meeting Planning, Human Resources, Sales, Banking, Loans, Retail Banking, Leadership, Finance
Education
California State University-Long Beach 2007 — 2012
Bachelor's of Science in Bio-Chemistry
California State University-Long Beach 2007 — 2012
Bachelor's of Science in Bio-Chemistry
OFS Brands October 2013 - Present
OFS Brands April 2012 - October 2013
OFS Brands November 2011 - April 2012
LivingSocial 2011 - 2012
OFS Brands June 2011 - November 2011
Wells Fargo Bank June 2005 - February 2011
Skills
Sales, Furniture, Customer Service, Marketing, CRM, Business Development, Project Management, Sales Presentations, Management, Interior Design, Space Planning, Strategic Planning, Analysis, Space-planning, Sales Management, Team Leadership, Photography, Sketching, Account Management, Hand Drawing
Education
California State University-Long Beach 2005 — 2009
Bachelors of Art, Psychology
Fullerton College
Interior Design
Automobile Club of Southern California June 2011 - Present
Automobile Club of Southern California May 2009 - June 2011
Wells Fargo Bank September 2001 - August 2008
Quiksilver January 2003 - January 2004
Skills
Event Planning, Marketing, Sales, Marketing Communications, Social Media, Sponsorship, Marketing Strategy, Event Management, Customer Service, Advertising, Project Management, Project Planning, Social Networking, Sales Management, Management, Account Management, Email Marketing, Marketing Research, Outlook, Brand Awareness, Social Media Marketing, Leadership, Integrated Marketing, Strategic Planning
Education
California State University-Long Beach 2001 — 2005
Bachelor's of Science - Marketing/Management, Marketing/Marketing Management, General
California State University-Long Beach - College of Business Administration 2001 — 2005
BS, Marketing and Management
Wells Fargo May 2013 - March 2015
Solomon Edwards Group (For Promontory Financial) December 2011 - January 2013
Wells Fargo Home Mortgage May 2009 - October 2011
Wells Fargo Bank April 2005 - April 2007
Skills
Training, Calculating Income, Loss Mitigation, Loans, Mortgage Lending, Mortgage Banking, Foreclosures, Due Diligence, Underwriting, Appraisals, Private Pilot
Education
California State University-Long Beach 1987 — 1989
Major: Communication, Cognate: Engineering Math & Science
Golden West College 1985 — 1987
Huntington Beach, CA
My Community Federal Credit Union December 2014 - Present
PSCU February 2013 - December 2014
PSCU January 2012 - February 2013
PSCU Financial Services March 2010 - January 2012
RandyStolp.com 2009 - 2010
Tri-County Chapter, California Credit Union League 2007 - 2009
Arrowhead Credit Union 2005 - 2009
Orange County's Credit Union 2001 - 2005
ValueOptions 1997 - 2001
Wells Fargo Bank 1988 - 1997
Skills
Strategy, Leadership, Process Improvement, Banking, Call Centers, Management, Business Development, Strategic Planning, Credit Cards, Financial Services, Customer Retention, Account Management, Benchmarking, Coaching, Credit Unions, Marketing, Consumer Lending, Business Analysis, Business Process..., Team Building, Sales, Credit, Consulting, CRM, Payment Card Processing, Relationship Management, Program Management, Executive Management, Training, Risk Management, New Business Development, Portfolio Management, Talent Acquisition, Vendor Management, Mergers & Acquisitions, Debit Cards, Payments, Marketing Communications, Electronic Payments, Fundraising, Philanthropy, Advocacy, Revenue Growth..., Virtual Retail Branching, Collaboration, Budgets, Sales Management, Incentive Programs, Negotiation, Insurance
Education
Western CUNA Management School 2008 — 2013
CCUE (Certified Credit Union Executive)
VISA International Bankcard Management School 2012 — 2012
California State University-Long Beach - College of Business Administration 2000 — 2007
BS, Marketing
Cypress College
AA, Accounting
Leadership San Bernardino
The Parity Hub Inc. April 2014 - Present
U.S. Bank October 2012 - July 2013
Rose Wade Events February 2007 - 2013
Wells Fargo Bank July 2010 - July 2011
Direct Relief International September 2009 - December 2009
Santa Barbara City College July 2008 - July 2009
Free Lance Tutor February 2008 - June 2009
VESystems September 2006 - July 2007
Skills
Bilingual-Spanish, Political Science, Strategic Communications, Organizational..., Customer Service, Customer Relations, Politics, Direct Sales, Proposal Writing, Finance, Retail Banking, Research, Microsoft Excel, Leadership, Data Analysis, Data Entry, Public Speaking, Microsoft Office, PowerPoint, Microsoft Publisher, Notary Public, Sales, Analysis, Event Planning, Fundraising, Nonprofits, Spanish
Education
Chapman University 2013 — 2015
M.A, International Studies: Political Economy & Sustainable Development
California State University-Long Beach 2010 — 2012
B.A., Political Science: Law, Politics, and Public Policy
Santa Barbara City College 2007 — 2010
A.A., Political Science, Liberal Arts, Behavioral Studies
Canyon High School 2003 — 2007
HS Diploma
Level 3 Communications 2015 - Present
Level 3 Communications 2012 - 2015
Proving Ground Music Co. 1994 - 2015
Verizon Enterprise Solutions 2008 - 2012
Turn 2006 - 2008
Ashfield Pubs, Inc. d/b/a The Abbey Lounge 2003 - 2006
GCE, Inc. 1999 - 2003
Wells Fargo Bank 1991 - 1994
Skills
Sales, Enterprise Sales, Public Sector Sales, Account Management, Project Management, Client Relations, Team Management, Marketing, Complex Sales, Entrepreneurship, Online Marketing, Integrated Marketing, Management, Selling, Strategic Partnerships, Event Planning, Sales Process, Managed Services, Solution Selling, SaaS, Start-ups, Sales Management, Sales Operations, Customer Service, Cloud Computing, New Business Development, E-commerce, Channel Relationship..., Channel Sales
Education
California State University-Long Beach
Bachelor of Science, Business Administration / Marketing
Fairfield University
Philosophy, Music
Natick High School
Wells Fargo Bank January 2010 - Present
Wells Fargo Company 2006 - 2009
Wells Fargo 2004 - 2006
Skills
Training, Training Delivery, Onboarding, Performance Management, Talent Management, Employee Training, Leadership Development, Coaching, Needs Analysis, Employee Engagement, Integration, Training Programme..., Development & delivery..., Human Resources, Management, Relationship Management, Banking, Asset Management, Financial Analysis, Retirement Planning, Risk Management, Wealth Management
Education
California State University-Long Beach 2000 — 2003
Bachelor of Education (BEd), Liberal Arts and Sciences/Liberal Studies
Sun West Mortgage Company April 2013 - Present
Capital Pacific Real Estate December 2012 - April 2013
Luigi's Restaurant April 2010 - December 2012
SchoolsFirst Federal Credit Union June 2011 - March 2012
Florida Street Apartments March 2011 - May 2011
Wells Fargo Bank September 2006 - May 2010
Ruby's Diner June 2002 - April 2010
Skills
Customer Service, Management, Financial Analysis, Microsoft Excel, Marketing, Leadership, PowerPoint, Analysis, Team Building, Data Analysis, Business Planning, Microsoft Word, Credit, Visio, Visual Basic, Sales Management, Sales, Team Leadership, Foreclosures, REO, Document Management, Secondary Mortgage..., MERS
Education
Concordia University-Irvine 2011 — 2012
Masters of Business Administration, Management
California State University-Long Beach 2007 — 2010
Bachelor’s of Science, Financial Management
Orange Coast College 2004 — 2007
Associates Degree, Business
Edison High School
Kathleen Lowry Acupuncture June 2003 - Present
Wells Fargo Bank November 2009 - August 2010
ADT Security Services August 2008 - August 2009
Education
California State University-Long Beach
Bachelors Business Administration, management
The Art Institute of California - Orange County June 2008 - Present
Howroyd Group September 2007 - June 2008
Wells Fargo Bank November 1998 - September 2006
Education
California State University-Long Beach 2002 — 2005
Bachelors of Science, Business Marketing
Target March 2013 - Present
Target May 2011 - March 2013
Wells Fargo Bank 2008 - 2011
Ascendant Marketing & Media 2008 - 2008
Skills
Customer Service, Coaching, PowerPoint, Microsoft Office, Sales, Marketing, Leadership, Facebook, Social Media, Retail, Public Speaking, Team Building, Leadership Development, Employee Relations, Critical Thinking, Pricing, Teamwork, Event Planning, Social Networking
Education
California State University-Long Beach 2003 — 2009
Bachelor of Science in Business Administration-Marketing, Business-Marketing
Palo Alto Networks September 2015 - Present
Blue Coat Systems February 2008 - September 2015
Tumbleweed Communications February 2007 - December 2007
Barracuda Networks June 2005 - February 2007
Wells Fargo Bank 2003 - 2005
Wells Fargo Bank 2000 - 2003
City of Foster City 2001 - 2001
Skills
Active Directory, Linux, Windows, Windows Server 2003, XP, Windows 7, Microsoft Exchange, SSH, tcpdump, Wireshark
Education
California State University-Hayward - School of Business and Economics 1996 — 1998
B.S, Business Telecommunication
College of San Mateo 1994 — 1998
Bank of the West September 2012 - Present
Wells Fargo Bank June 2009 - September 2012
Wells Fargo Bank March 2007 - June 2009
Wells Fargo Bank November 2003 - March 2005
Cisco Systems October 2001 - November 2003
Skills
Project Management, Business Process, Operational Risk, Program Management, ERP, Internal Audit, Risk Management, Software Documentation, Risk Assessment, Security, Analysis, Business Requirements, ISO, Strategic Planning, Software Development, Leadership, Testing, Policy, Financial Risk, Management, Process Improvement
Education
California State University-Hayward - School of Business and Economics
Accounting and Finance
Holy Names University
Bachelor of Science (BS), Business Administration, Management and Operations
Northwestern California University School of Law
Cray Inc. July 2014 - Present
HA Advantage January 2014 - July 2014
Daegis October 2011 - September 2013
Coverity January 2011 - October 2011
EMC June 2007 - September 2010
NeuStar Ultra DNS April 2007 - June 2007
VeriSign January 2005 - April 2007
Wells Fargo Bank April 2002 - December 2004
Skills
Sales Management, Lead Generation, Salesforce.com, Sales Operations, Enterprise Software, New Business Development, Strategic Planning, Selling, Account Management, Cold Calling, Team Building, Customer Service, Demand Generation, SaaS, Employee Training, Sales Presentations, Sales Process, Metric Development, Management, Solution Selling, Business Intelligence, Cloud Computing, CRM, Business Development, Business Process, Sales, Marketing, Training, Document Management, Direct Sales
Education
California State University-Hayward - School of Business and Economics 1998 — 2002
Bachelors, Business Administration/ Marketing
Wells Fargo November 2012 - Present
Wells Fargo Bank February 2001 - November 2012
Providian Financial November 1995 - February 2001
Skills
Analytics, Database Marketing, Direct Marketing, Financial Services, Banking, Data Analysis, SAS, Segmentation, Portfolio Management, Marketing Strategy, Customer Acquisition, Marketing, Business Analysis, Access, Mortgage Lending, Microsoft Excel, Analysis, Credit Cards, Digital Marketing, Business Intelligence, Cross-functional Team..., Campaign Management, Project Management, Vendor Management
Education
California State University-Hayward - School of Business and Economics 1994 — 1995
MBA, Finance
University of California, Santa Barbara 1988 — 1992
BA, Film
Wells Fargo Bank 2002 - Present
Skills
Commercial Banking
Education
California State University-Long Beach 1998 — 2000
Wells Fargo 2014 - Present
Wells Fargo Bank October 2004 - June 2014
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Loans, Small Business Lending, Portfolio Management, Relationship Management, Banking, Financial Analysis, Financial Services
Education
California State University-Long Beach
Wells Fargo Bank July 2007 - Present
Education
California State University-Hayward - School of Business and Economics 1992 — 1997
University of Nigeria 1978 — 1982
B.A (Hons), Mass Communications
GBC International Bank February 2014 - Present
Wells Fargo Bank December 2009 - February 2014
US Bank 2006 - 2009
Washington Mutual July 2004 - December 2006
Skills
Small Business Lending, Lines Of Credit, Commercial Lending, Commercial Banking, Loans, Cash Management, New Business Development, Treasury Management, Credit, Loan Origination, Cross Selling, Banking, Mortgage Lending, Commercial Mortgages, Credit Analysis, Retail Banking
Education
California State University-Hayward - School of Business and Economics 2002 — 2006
B.S., Finance
Altria Sales and Distribution June 2007 - Present
Lupin Pharmaceuticals January 2006 - March 2007
Wells Fargo Bank July 2005 - January 2007
Skills
Consumer Products, Key Account Development, Sales Operations, Key Account Management, Sales, Competitive Analysis, Forecasting, Sales Presentations, Account Management, New Business Development, Marketing Strategy, Business Planning, Product Development, Operations Management, Pricing, Selling, Sales Management, Business Development, Management
Education
California State University-Long Beach 1998 — 2003
Business administration, Finance
Oakmont high school 1994 — 2000
Wells Fargo Bank 2001 - May 2009
Wells Fargo September 1997 - 2001
Wells Fargo 1996 - 1997
Wells Fargo March 1993 - 1996
Skills
Securities and..., Securities, Financial Analysis, Banking
Education
Golden Gate University 1999 — 2001
Master of Science (MS), Finance, General
California State University-Hayward - School of Business and Economics
BS, Business Administration, concentration in Finance
Wells Fargo Bank April 2009 - Present
Skills
Wealth Management, Credit, Loans, Commercial Lending, Mortgage Lending, Banking, Small Business Lending, Commercial Banking, Private Banking, Retail Banking, Lines Of Credit, Credit Analysis, Consumer Lending, Loan Origination, Series 7
Education
California State University-Long Beach
Internal Revenue Service May 2014 - Present
Peace Corps January 2014 - May 2014
Management Systems International January 2014 - April 2014
Peace Corps June 2011 - August 2013
Habitat for Humanity International May 2006 - November 2010
Boeing June 2007 - September 2010
California State University, Long Beach July 2008 - August 2010
Wells Fargo Bank March 2003 - March 2007
Skills
PowerPoint, Microsoft Excel, MS Project, Microsoft Word, Outlook, FileMaker, Milestones Professional, Community Development, Non-profits, Program Management, Community Outreach, Economic Development, Fundraising, Research, Nonprofits, Analysis, Leadership, Time Management, Strategic Planning, Training, Sales, Event Planning, Management, Team Building, Customer Service, Leadership Development, Budgets, Project Planning, Contract Negotiation, Data Analysis, Volunteer Management, Public Speaking, Staff Development, International..., Negotiation, Teaching, Grants, Spanish, Program Evaluation, Organizational..., International Relations, Public Relations, Project Management, Capacity Building, Team Leadership
Education
California State University-Long Beach 2005 — 2007
Bachelor, Finance & International Business
Wells Fargo Bank May 2005 - Present
Education
California State University-Long Beach 1999 — 2003
Computer Science
HomeStreet Bank January 2014 - Present
Mortgage Advisory Group January 2010 - January 2014
Russell Investment Group March 2008 - September 2008
Washington Mutual March 2004 - October 2007
First Franklin Financial Corporation April 2000 - March 2004
Wells Fargo Bank March 1999 - March 2000
Bank of America April 1997 - January 1999
Bank of America June 1992 - April 1997
Morgan Stanley February 1987 - January 1991
Skills
Mortgage, Loans, Portfolio Management, Due Diligence, Bonds
Education
California State University-Hayward - School of Business and Economics 1996 — 1999
MBA, Finance, CIS, and Accounting
Southern Methodist University 1982 — 1986
BS/BA, Economics/Anthropology
Wells Fargo Bank September 2014 - Present
Capital One July 2013 - August 2014
Wells Fargo Home Mortgage 2013 - June 2013
Capital One 2006 - 2010
Chevy Chase Bank 2000 - 2010
Capital One, formerly known as Chevy Chase Bank 2000 - 2010
Bank of America 1993 - 1997
Skills
Loan Servicing, Loss Mitigation, Mortgage Lending, Mortgage Servicing, Mortgage Banking, Risk Management, Process Improvement, Loans, Credit, Customer Service, Operations Management, Project Management, Business Analysis, Team Leadership, Program Management, Management, Strategic Planning, Strategy, Accounting, Banking, Analysis, Consumer Lending, Finance, Leadership, Loan Origination, Human Resources, Vendor Management, Data Analysis, Training, Real Estate, Financial Services, Mentoring, Motivation
Education
University of Phoenix 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
California State University-Long Beach 1990 — 1995
Bachelor of Arts, Communications
Matilda Jane Clothing January 2015 - Present
Wells Fargo Bank March 2009 - March 2014
Wells Fargo June 2007 - March 2009
Wells Fargo March 2005 - June 2007
Wells Fargo January 2004 - March 2005
Wells Fargo December 2002 - January 2004
Huntington Beach Union High School District April 2001 - September 2002
Skills
Recruiting, College Recruiting, Financial Services, Retail Banking, Internet Recruiting, Relationship Management, Customer Service, Sourcing, Sales, Performance Management, Onboarding, Cross Selling, Banking, Direct Sourcing, Career Counseling, Resume Writing, sales management, HR Policies, Screening, Retention Strategies, Employer Branding, Budgeting, Succession Planning, Employee Engagement, Job Descriptions, Team Building, Management, Job Fairs, Mergers, Career Path Planning, Operations, Employment Law, CAD, Commercial Banking, Budgets, Coaching, Sales Management, Training, Interviews, Applicant Tracking..., Branch Management, Credit, Consumer Lending, Employee Benefits, Finance, Payroll, Mergers & Acquisitions, Talent Acquisition, Human Resources, Building Relationships
Education
University of Phoenix 2011 — 2013
Master of Science (MS), Psychology
University of Phoenix 2008 — 2010
Masters, Business-Human Resource Management
California State University-Long Beach 2000 — 2004
Bachelors, Business
Wells Fargo Bank January 2010 - December 2011
Wells Fargo January 2005 - May 2008
Wells Fargo October 2000 - January 2005
Robert Half Management Resources 1997 - 2000
Skills
Credit Cards, Process Improvement, Payments
Education
California State University-Hayward - School of Business and Economics
MBA, Finance
University of Arizona
B.S., Chemical Engineering
University of California, Berkeley
Project Management Certification - Completed December 2011
Pacific Premier Bank March 2015 - Present
CommerceWest Bank 2013 - 2013
Wachovia/Wells Fargo Bank November 2002 - August 2009
Sanwa Bank July 2000 - October 2002
Downey Savings July 1998 - July 2000
Wells Fargo Bank January 1998 - January 2000
Skills
Notary Public, Commercial Banking, Commercial Lending, Consumer Lending, Mortgage Lending, Treasury Management, Banking, Financial Services, Human Resources, Portfolio Management, Sales, Sales Management, Underwriting, Branch Management, Management, Credit Analysis, Retail Banking, Risk Management, Credit
Education
University of Phoenix 2000 — 2005
BA, Education
University of Phoenix 1998 — 2002
Masters, Organizational Management.
California State University-Long Beach 1991 — 1995
Bachelor's degree, Art/Art Studies, General
Palm desert high school
AT&T Mobility August 2010 - April 2011
Pacific Gas & Electric December 2008 - August 2009
Safeway, Inc. March 2008 - September 2008
Applera Corporation July 2003 - November 2007
Telogy Inc. March 2002 - April 2003
Wells Fargo Bank January 2000 - March 2002
Skills
Organizational..., Onboarding, Human Resources, Recruiting, Employee Relations, Employee Benefits, Training, HRIS, Deferred Compensation
Education
California State University-Hayward - School of Business and Economics 1997 — 2001
Camden Floral April 2014 - Present
Reliance Trust Company June 2013 - April 2014
CitiTrust July 2007 - May 2013
City National Bank July 2002 - July 2007
Wells Fargo Bank February 1993 - July 2002
Bank of America July 1990 - February 1993
Skills
Trust Services, Primordial Sound..., Personal Planning, Estate Planning, Wealth Management, High Net Worth..., Wealth Management..., Banking, Risk Management, Investment Management, Financial Advisory, Mutual Funds, Trusts, Financial Services, Plannning, Securities, Finance, Retirement Planning
Education
University of California, Los Angeles 2002 — 2005
Personal Financial Planning Certificate, Financial Planning
Institute of Certified Bankers 1999 — 2004
Certified Trust and Financial Advisor, Trust & Estate Planning
Cerritos College 1993 — 1996
American Bar Association Accredited Paralegal Certificate, Law
California State University-Long Beach 1987 — 1992
Bachelor of Science, Criminal Justice
Capital Property Management Services, Inc August 2014 - Present
Capital Property Management November 2010 - Present
Wells Fargo Bank August 2010 - November 2010
Wells Fargo Bank August 2009 - August 2010
OSU Housing and Dining Residential Maintenance Facility November 2006 - March 2010
Hawaiian Electric Company July 2007 - September 2007
Island Naturals Market and Deli, Pahoa June 2006 - September 2006
Seamen’s Church Institute, Seafarers Communication Center (San Pedro, CA) August 2005 - May 2006
Island Naturals Market and Deli, Hilo August 2004 - June 2005
Skills
Accounting, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Research, Public Speaking, Outlook, Data Entry, Time Management, Credit, Project Management, Teamwork
Education
Oregon State University 2006 — 2009
Bachelor of Science (B.S.), Business Administration/Finance
University of Sussex 2008 — 2008
Exchange Student, Social and Cultural Studies
California State University-Long Beach 2005 — 2006
Political Science
University of Hawaii at Hilo 2004 — 2005
Dance
BMO Harris Bank, Franchise Finance November 2013 - Present
GE Capital, Franchise Finance 2011 - 2013
GE Capital, Franchise Finance 2008 - 2011
CitiCapital, Franchise Finance 2003 - 2008
CitiCapital, Franchise Finance 1994 - 2003
Southern California Bank 1992 - 1994
Wells Fargo Bank 1990 - 1992
Skills
Credit, Middle Market, Commercial Lending, Portfolio Management, Loans, Banking, Financial Modeling, Financial Risk, Risk Management, Commercial Banking, Underwriting, Credit Risk, Financial Services, Structured Finance, Credit Analysis, Financial Analysis
Education
California State University-Long Beach
BS, Marketing
University of Redlands
Vanguard University of Southern California
Another Cafe February 2015 - Present
Musical Offering May 2012 - January 2015
Friends of the Urban Forest January 2011 - August 2011
Inn 1890 April 2010 - June 2011
Babysitting 2010 - 2010
Los Angeles Unified School District October 2007 - August 2008
Wells Fargo Bank October 2005 - March 2007
Borders Books May 2002 - July 2004
Skills
Public Speaking, Fundraising, Event Planning, PowerPoint, Training, Social Media, Microsoft Office, Customer Service, Community Outreach, Public Relations, Non-profits, Research, Event Management, Microsoft Excel, Editing
Education
California State University-Long Beach 2006 — 2009
Teaching Credential, Multiple Subjects (Primary School)
San Francisco State University 2004 — 2006
BA, Creative Writing, English
Santa Monica College 2001 — 2004
AA, Liberal Arts
Wells Fargo Bank September 2008 - Present
PFF Bank & Trust March 1998 - August 2008
Citizens Business Bank May 1987 - March 1998
Skills
Banking, Credit, Credit Analysis, Financial Analysis, Underwriting, Commercial Lending, Loans, Small Business Lending, Loan Origination, Consumer Lending, Risk Management, Lines Of Credit, Financial Risk, Credit Risk, Commercial Mortgages
Education
California State University-Long Beach 1978 — 1980
Accounting
Wells Fargo Bank February 2012 - Present
Wells Fargo EFS October 2005 - February 2012
Skills
Credit Analysis, Credit, Loans, Commercial Lending, Credit Risk, Lines Of Credit, Underwriting, Portfolio Management
Education
California State University-Long Beach
Wells Fargo Bank November 2011 - Present
Wells Fargo Bank December 2005 - November 2011
Wells Fargo Bank February 2005 - September 2005
Wells Fargo Bank June 2004 - February 2005
Wells Fargo November 2001 - January 2004
Education
California State University-Long Beach 2000 — 2008
Bachelor of Science Degree, Business Management and Human Resources
Wells Fargo Bank April 2014 - Present
Wells Fargo Bank February 2012 - November 2013
Wells Fargo Equipment Finance, Inc. October 2005 - February 2012
CitiCapital Commercial Corporation July 2004 - October 2005
California First Leasing Corporation April 2003 - July 2004
Pitney Bowes Credit Corporation February 1998 - December 2002
Associates Commercial Corporation May 1989 - February 1998
ITT Commercial Finance Corp. November 1986 - April 1989
Skills
Commercial Lending, Credit Risk, Loans, Credit Analysis
Education
California State University-Long Beach
UnitedHealthcare April 2010 - Present
American Express December 2006 - December 2009
Wells Fargo Bank April 2006 - November 2006
American Express August 2005 - March 2006
Education
California State University-Long Beach 1980 — 1984
Bachelor of Science, Quantitative Methods
JLW Law Group May 2014 - Present
Hoffman, Sabban & Watenmaker, APC June 2011 - May 2014
Price, Crooke, Gary & Hammers August 2008 - June 2011
Wells Fargo Bank June 2007 - August 2008
Skills
Trust and Probate..., Trust and Probate..., Estate Planning, Trusts, Legal Writing, Wills, Powers of Attorney, Conservatorships, Estate Law, Mediation, Financial Planners, Trust Management, Litigation, Trials, Estate Administration, Estate Tax Planning, Motions
Education
Loyola Law School, Los Angeles 2004 — 2006
JD, Law
California State University-Long Beach 1999 — 2003
BA, Economics
Union Bank 2001 - Present
Union Bank of California May 2000 - Present
Wells Fargo Bank May 2003 - December 2008
Bank of America February 1987 - July 1999
Skills
Forecasting, Financial Analysis, Financial Modeling, Financial Planning, Financial Risk
Education
California State University-Hayward - School of Business and Economics
MBA, Finance
University of California, Berkeley
BA, Bacteriology
Wells Fargo Bank December 2004 - Present
Holland & Knight LLP April 2002 - May 2004
Akin Gump Strauss Hauer & Feld LLP January 2000 - August 2001
Milbank, Tweed, Hadley & McCloy LLP February 1996 - January 2000
MGM July 1995 - February 1996
Hewlett-Packard August 1990 - July 1995
Skills
Strategic Planning, Business Development, Leadership, Budgets, Mergers & Acquisitions, Banking, Management, Strategy, Due Diligence, Finance, Negotiation, Portfolio Management, Loans
Education
California State University-Long Beach
BS, Political Science
True Religion Brand Jeans August 2015 - Present
Oaktree Capital Management June 2014 - August 2015
Raythoen Space and Airborne Systems February 2014 - June 2014
Raytheon Space and Airborne Systems January 2013 - June 2014
Raytheon Technical Services Company August 2011 - January 2013
Raytheon January 2009 - August 2011
Wells Fargo 2007 - 2009
Wells Fargo Bank November 2005 - December 2008
Skills
Microsoft Office, SAP, Financial Analysis, Financial Modeling, Aerospace, Project management, Competitive analysis, Cross Functional Team..., Earned Value Management, Strategic Planning, Strategy, Project Management, Finance, Analysis, Leadership, Management, Program Management, Process Improvement
Education
California State University-Long Beach 2006 — 2008
Bachelor of Science (BS), Finance
Wells Fargo Bank December 2004 - Present
Education
California State University-Long Beach 1992 — 1997
Marketing/Marketing Management, General
Radia Inc., P.S. August 2009 - Present
Genie Industries June 2005 - February 2009
Wells Fargo Bank August 1995 - February 2005
InterWest Bank August 1995 - February 2004
Skills
Employee Benefits, Performance Management, Onboarding, Workforce Planning, Succession Planning, Process Improvement, Human Resources, HR Policies, Talent Management, Talent Acquisition, Recruiting, Sourcing, Employee Engagement, Change Management, New Hire Orientations, Strategic Planning, Employee Relations
Education
Chapman University 2001 — 2003
MS, Human Resources
California State University-Long Beach 1982 — 1985
BS, Accounting
Citi June 2012 - Present
Wells Fargo Bank May 2009 - Present
Wachovia Bank August 2006 - May 2009
Citigroup June 1993 - August 2006
Wells Fargo Bank April 1990 - June 1993
Education
Pepperdine University 1994 — 1996
MBA
California State University-Long Beach 1986 — 1991
BS, Finance
Steward Health Care March 2015 - Present
Neighborhood Health Plan February 2014 - March 2015
Greater Baltimore Medical Center 2011 - 2014
Greater Baltimore Medical Center 2007 - 2010
Wells Fargo Bank 2006 - 2007
Bank of America 2005 - 2006
Ascent Media 2002 - 2005
Modern Videofilm 2000 - 2002
Skills
Access, Crystal Reports, VBA, Microsoft Excel, SharePoint, Microsoft SQL Server, Business Objects, SQL, Healthcare, Meditech, Financial Modeling, Databases, Hyperion Enterprise, Data Analysis, Lawson, Kreg Cost Accounting, Crystal Xcelsius 2008, Information Design Tool, Web Intelligence Rich..., Healthcare Insights, SAP Business..., Live Office, Crystal Enterprise, Heat, PowerPivot, eClinical Works, QlikView, OLAP, SSRS, SSIS, SSAS, SAS, Microsoft BI Suite, Process Improvement, Analysis, Management, Healthcare Information..., Data Warehousing, Business Intelligence, Athena, Github
Education
California State University-Long Beach 2004 — 2006
Master of Business Administration (MBA), Accounting and Finance
Ithaca College 1999 — 2000
Bachelor of Applied Science (B.A.Sc.), Communication and Media Studies
Herkimer County Community College 1996 — 1998
Associate of Arts and Sciences (AAS), Radio and Television Broadcasting Technology/Technician
Wells Fargo Bank January 2013 - Present
JPM Chase July 2010 - January 2013
Wells Fargo Bank November 2009 - July 2010
Bank of America February 2008 - February 2009
Desert Community Bank October 2006 - February 2008
Bank of the West October 2004 - October 2006
General Bank March 1994 - February 2004
Sperry Van Ness 1992 - 1994
Upsonic 1990 - 1992
Skills
Commercial Banking, Banking, Loans, Business Development, Management, Leadership, Finance, Sales, Underwriting, Real Estate, Loan Origination, Commercial Lending, Small Business Lending, Mortgage Lending, Commercial Mortgages, Treasury Management, Financial Services, Retail Banking, SBA, Credit Analysis, Credit, Portfolio Management, Credit Risk, Cash Management, Consumer Lending, Relationship Management, Commercial Real Estate, Lines Of Credit, Asset Based Lending
Education
California State University-Long Beach
Bachelor of Science, Business - MIS
Golden Gate University
Master of Science, Telecommunications Management
Pacific Coast Banking School, University of Washington
Graduate Program, Banking and Finance
Helpmates Staffing Services / Mazda North America Operations 2013 - 2013
InSight Health Corp. 2010 - 2013
Insight Imaging 2009 - 2010
LNR Property Corporation 2006 - 2009
Wells Fargo Bank 2002 - 2006
Skills
Sarbanes-Oxley Act, Cash Management, Accounting, Forecasting, General Ledger, Treasury, Financial Analysis, Customer Service, Compliance, Analysis, Treasury Management, Revenue Recognition, Financial Statements, Account Reconciliation, Budgets, Microsoft Office, US GAAP, Strategic Financial..., Finance, Management, Variance Analysis, Cash Flow Forecasting, Financial Reporting, Financial Accounting, Corporate Finance, Managerial Finance, Cash Flow
Education
California State University-Long Beach - College of Business Administration
B.S., Finance and Management
UC Irvine Health March 2014 - Present
McKhan Consulting September 2010 - Present
US Small Business Administration / Office of Disaster Assistance (ODA) April 2012 - May 2013
Community Loans of America January 2012 - October 2012
Wells Fargo Bank 2005 - 2010
Orange County Register 2001 - 2005
McKhan Travel Agency 2000 - 2001
Skills
Business Analysis, World-Class Customer..., High Value Customer..., Premier Customer..., Banking, Customer Service, Customer Negotiations, Customer Retention, Customer Relations, Customer Satisfaction, Management Consulting, Languages, Former Small Business..., Business Management, International Relations, Relationship Management, Conflict Resolution, Effective Communications, Business Acumen, Inside Sales, Retail Banking, Project Management, Employee Relations, Managing Organizational..., Global Marketing, Business Leadership, Electronic Commerce, Strategic Human..., Managing Resources, Marketing Management, Organizational Behavior, Managing People, Well-travelled, Culturally Sensitive, Fast Learner, Account Management, Research, Premier Customer Care, Sales Support, Calm under pressure, Complaint Handling, Call Center Operations, SDLC, Requirements Gathering, Use Case Analysis, Requirements Analysis, Process Improvement, Change Management, Visio, Business Process
Education
University of California, Irvine 2013 — 2014
Certificate in Business Analysis (GPA: 3.78), Business and Management
University of Liverpool 2007 — 2010
Master of Business Administration (MBA), General Business Management (GPA: 3.50)
California State University-Long Beach
Certificate in Human Resources Management, Human Resources Management
ALISON, Ireland
Diploma in Project Management (ALISON Certified 276-1733926), Project Management, (100% assessment score)
ALISON, Ireland
Diploma in Information Technology Management (ALISON Certified 737-1733926), Information Technology Management
ALISON, Ireland
Diploma in Business Process Management (ALISON Certified 623-1733926), Business Process Management, (90.3% assessment score)
ALISON, Ireland
Diploma in Six Sigma, Six Sigma
ALISON, Ireland
Introduction to Information Technology for Managers, Information Technology
ALISON, Ireland
Introduction to Cloud Computing, Cloud Computing
ALISON, Ireland
Introduction to New Features of HTML5, HTML5
Mission Federal Credit Union April 2014 - Present
California Bank & Trust January 2012 - April 2014
Chartis November 2008 - January 2011
Wells Fargo Bank August 2006 - November 2009
Skills
Credit, Credit Analysis, Financial Analysis, Finance, Accounting, Real Estate, Banking, Underwriting, Loans, Commercial Lending, Credit Risk, Financial Risk, Risk Management, Investments, Sales, Lines Of Credit, Portfolio Management, Customer Service, Management
Education
Point Loma Nazarene University 2009 — 2012
Masters Degree, Business Administration
California State University-Long Beach 2003 — 2006
Bachelors, Business Economics
JP Morgan Securities, LLC September 2011 - Present
JP Morgan Chase April 2010 - August 2011
Wells Fargo Bank April 2008 - April 2010
Wells Fargo Financial August 2006 - April 2008
Target March 2005 - June 2006
Geoffrey Beene June 2000 - April 2003
Education
Coastline Community College 2009 — 2010
Accounting Certificate
California State University-Long Beach - College of Business Administration 2003 — 2006
Finance
Series 7, 66 and Life Insurance
Western National Properties 1993 - Present
Oak Springs, Inc 1989 - 1993
Bank of America/Security Pacific Bank 1991 - 1992
Bracton Corporation 1986 - 1989
Crocker Bank 1985 - 1986
Wells Fargo Bank 1977 - 1985
Skills
Apartments, Affordable Housing, Commercial Real Estate, Disposition, Entitlements, Investment Properties, Real Estate Development, Real Estate Transactions, Real Estate, Valuation, Real Estate Economics, Due Diligence, Asset Management, Contract Negotiation, Dispositions
Education
California State University-Long Beach 1975 — 1977
Bachelor of Science (BS), Business - Finance
Automobile Club of Southern California January 2013 - Present
Alert and Protected 2009 - 2014
Wells Fargo Bank 2010 - December 2012
Wells Fargo 2008 - 2010
Home Town Video 2004 - 2007
Skills
Customer Service, Public Speaking, Sales, Leadership, Banking, Teamwork, Account Management, Customer Retention, Social Media, Social Networking, Direct Sales, Property & Casualty..., PowerPoint, Underwriting, Cross Selling, Team Mentoring, Team Facilitation, Problem Solving, Customer Satisfaction, Customer Relations, Finance, Team Building, Credit, Sales Management, Insurance, Research, Client Relations, Client Services, Client Development, Client Education, Client Billing, Negotiation, Life Insurance, Relationship Building, Time Management, Interpersonal Skills, Interpersonal..., Interpersonal..., Interpersonal Leadership, Flexible Approach, Microsoft Excel, Microsoft Office, Microsoft Word
Education
California State University-Long Beach
Bachelor's Degree, Health/Health Care Administration/Management
Bank of America April 2015 - Present
Bank of America October 2011 - April 2015
Wells Fargo Bank August 2010 - October 2011
Verizon Wireless September 2005 - August 2010
Skills
Strategic Planning, Financial Analysis, Sales Management, Loans, Sales, Credit, Banking, Business Development, Business Planning, Budgets, Small Business Lending, Account Management, Commercial Banking, Commercial Lending, Credit Analysis, Management, Mortgage Lending, New Business Development, Sales Operations
Education
California State University-Long Beach
Bank of the west January 2015 - Present
Bank of the West September 2012 - January 2015
Wells Fargo Bank May 2001 - October 2012
Sigma Theta Psi 2001 - 2012
Wells Fargo Financial 2001 - 2003
Boeing March 1999 - June 2000
HBO September 1998 - September 1999
Skills
Banking, Credit, Loans, Retail Banking, Commercial Banking, Finance, Lines Of Credit, Consumer Lending, Wealth Management, Mortgage Lending, Small Business Lending, Commercial Lending, Cross Selling, Loan Origination, Bilingual, Financial Education, Refinance, Cash Management, Uniform Combined State..., Branch Management, Mortgage Banking, Residential Mortgages, FHA, Private Banking, Branch Banking, Bilingual-Spanish, Financial Literacy
Education
University of the Pacific 2007 — 2012
Masters in Business Management
California State University-Long Beach 1998 — 2001
Bachelor of Science (B.S.), Business Administration, Management and Operations
Series 7, Series 66
US Bank 2010 - Present
ICDC College January 2009 - October 2009
Marinello Schools June 2008 - June 2009
Washington Mutual Bank August 2006 - September 2007
California National Bank May 2006 - August 2006
Wells Fargo Bank August 2004 - March 2006
Education
California State University-Long Beach
Sociology
California State University-Long Beach
Sociology
Glendale Community College
State of California
Wells Fargo Bank January 2012 - Present
Kinecta Federal Credit Union January 2012 - Present
Wells Fargo Bank August 2010 - August 2011
Wells Fargo June 2008 - August 2010
Skills
Loans, Credit, Mortgage Lending, Banking, Small Business Lending, Credit Analysis, Loan Origination, Consumer Lending, Retail Banking, Lines Of Credit, Mortgage Banking
Education
California State University-Long Beach 2003 — 2008
Bank of America NMLS #724029 May 2014 - Present
Bank of Manhattan June 2012 - April 2014
Union Bank December 2010 - May 2012
Wells Fargo Bank 2007 - 2010
Countrywide Home Loans February 2001 - July 2005
Washington Mutual 1997 - 2001
Skills
Loans, Real Estate Financing, Mortgage Lending, FHA, Investment Properties, First Time Home Buyers, Refinance, Real Estate, Escrow, New Business Development, Residential Mortgages, Certified Mortgage..., Foreclosures, Loan Origination, Mortgage Banking, Reverse Mortgages, Underwriting, Sales Management, Banking
Education
California State University-Long Beach 1989 — 1994
BA, Speech Communications
Citi August 2012 - October 2012
Citi December 2010 - August 2012
Modern Bank, N.A. March 2008 - November 2010
Wells Fargo Bank July 2006 - November 2007
Wells Fargo Bank August 2005 - June 2006
Wells Fargo Bank October 2000 - July 2005
Wells Fargo Bank July 1998 - September 2000
Wells Fargo Bank December 1997 - June 1998
Skills
AML, Banking, Financial Services, Customer Service, Human Resources, Outlook
Education
California State University-Long Beach 2003 — 2004
Teaching Credentials, Teaching Credentials
University of Southern California 1999 — 2002
B.S., Psychology
Wells Fargo Bank October 2000 - Present
JAMBOREE MANAGEMENT November 1993 - August 2000
Skills
Customer Service, Banking
Education
California State University-Long Beach
BACHELOR OF ARTS, ENGLISH
Pro Performance Sports Product & Materials TechnicianPro Performance SportsMarch 2012 - Present
Wells Fargo Bank 2006 - 2010
Education
National University 2010 — 2012
Bachelor of Arts (B.A.), Sports Psychology
California State University-Long Beach 2003 — 2008
Howard University School of Law January 2014 - Present
Wells Fargo Bank October 2011 - Present
Skills
Customer Service, Sales, Banking, Microsoft Excel, PowerPoint, Retail, Microsoft Office, Marketing, Outlook, Microsoft Word, Leadership, Management, Social Networking, English, Event Planning, Social Media Marketing, Social Media, Merchandising
Education
Howard University School of Law 2012 — 2015
Doctor of Law (J.D.)
California State University-Long Beach 2009 — 2012
Bachelor of Arts (B.A.), Communication Studies
Wells Fargo Bank July 2012 - Present
Wells Fargo Bank August 2010 - July 2012
Skills
Great Team Player, Advanced Computer..., Experience in Financial..., Delivering Exceptional..., Situational Leadership, Fundraising, Teamwork, Finance, Customer Service, Banking
Education
California State University-Hayward - School of Business and Economics 2009 — 2013
Bachelor of Business Administration (B.B.A.)
AT&T July 2014 - Present
Sprint July 2013 - July 2014
Wells Fargo Bank November 2011 - November 2012
T-Mobile October 2006 - November 2011
Skills
Microsoft Office, Mac OS X, Cash Handling Experience, Coaching, Knowledge of Wireless..., Direct Sales, Sales Operations, Team Leadership, Team Building
Education
California State University-Long Beach 2006 — 2014
Trident University International 2011 - 2012
US Foodservice December 2010 - July 2011
Lily Family June 2009 - August 2010
ZCSterling September 2008 - May 2009
Wells Fargo Bank December 2004 - November 2007
Skills
Organization, Interpersonal Skill, Close Attention to..., Quality Assurance, Mathematics, Creative Problem Solving, Accounting, Accounts Payable, Accounts Receivable, Balance Sheet, Customer Service, Communication, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Building Relationships
Education
California State University-Long Beach 2004 — 2008
Bachelor of Science (BS), Accounting
Orange Coast College 2001 — 2004
AA, General Studies