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
Wells Fargo Bank, N.A. September 2013 - Present
Wells Fargo Bank, N.A. June 2010 - August 2013
Wells Fargo HSBC Trade Bank January 2001 - January 2010
Wells Fargo HSBC Trade Bank January 1996 - January 2001
Wells Fargo Bank January 1988 - January 1996
Hokkaido Takushoku Bank, LTD January 1987 - January 1988
Korea Trade Center January 1984 - January 1987
Skills
International Trade, Project Management, Management, People-oriented, Spanish, Banking, Business Development, Leadership, Risk Management, Credit, Analysis, Loans, Financial Risk, Financial Services, Trading
Education
California State University-Los Angeles 1981 — 1986
Bachelor of Science (BS), Business Administration/International Business
Wells Fargo Capital Finance March 2015 - Present
Wells Fargo Bank July 2010 - March 2015
Wells Fargo March 2006 - June 2010
Wells Fargo February 2005 - February 2006
Telesis Community Credit Union February 2004 - February 2005
Morgan Stanley June 2003 - August 2003
Skills
Wealth Management, Retirement Planning, Investment Management, Estate Planning, Personal Financial..., Business Development, Sales Presentations, Coaching, Mentoring, Wealth Management..., Financial Advisory, Strategic Financial..., Financial Risk, Asset Management, Finance, Financial Planning, Portfolio Management, Financial Analysis, Analysis, Investments, Leadership, Management
Education
University of Southern California 2012 — 2015
Master of Business Administration (MBA)
California State University-Northridge 2002 — 2004
Bachelor's degree, Business Administration, Finance
LPL Financial October 2007 - Present
NettWorth Financial Group May 2013 - October 2014
LPL Financial July 2007 - May 2013
WaMU/WM Financial Services October 1998 - July 2007
Wells Fargo Bank June 1996 - January 1998
Skills
Retirement Planning, Wealth Management, Retirement, Life Insurance, Investments, Asset Allocation, Financial Advisory, 401k, Financial Planning, Securities
Education
California State University-Long Beach - College of Business Administration 2005 — 2007
MBA, Business Administration and Management, General
University of California, Irvine 2002 — 2004
Certificate, Personal Financial Planning
University of California, Santa Cruz 1991 — 1996
BA, Economics
The McIntyre Group - an affiliate of Shoreline - Markwood Capital April 2011 - Present
CAN January 2007 - March 2010
Plaza Bank October 2005 - September 2006
Washington Mutual Commercial Bank May 2000 - September 2004
Wells Fargo Bank, Willis Corroon, BDO Seidman September 1989 - May 2000
U.S. Trust Company, First American Trust Company, Mellon Bank, Call, Clayton & Jensen, Marine Nation September 1989 - May 2000
Wells Fargo Bank April 1988 - May 1989
McINTYRE & McCONVEY January 1986 - February 1988
Union Bank June 1973 - October 1985
Skills
sales, Salesforce Training, Corporate Finance, New Business Development, Business Planning, Sales Rep Training, Management Consulting, Strategic Consulting, Strategy, Underwriting, Finance, Loans, Business Development, Due Diligence
Education
California State University-Northridge 1965 — 1970
Bachelor of Science (BS), Finance
Independent Banking Professional January 2003 - Present
Citigroup April 2000 - August 2002
Citigroup July 1997 - April 2000
Providian Financial January 1995 - June 1997
Independent Banking Professional June 1992 - December 1994
Providian Financial June 1985 - May 1992
Wells Fargo Bank October 1981 - June 1985
Citibank, N.A. June 1979 - August 1981
Skills
Business Economics, Marketing Strategy, Risk Management, Research, Credit Analysis, Operational Planning, Legal and Regulatory..., Banking, Change Management, Business Analysis, Financial Analysis, Credit Cards, Operations Management, Management, Cards, Due Diligence, Project Planning, Program Management, Strategic Planning, Credit Risk, Portfolio Management, Investments, Mergers & Acquisitions, Marketing, Financial Risk, Financial Services, Fraud, Retail Banking, Analysis, Auditing, Financial Modeling, Finance, Leadership, Product Development, Credit, Process Improvement, New Business Development
Education
University of California, Los Angeles 1977 — 1978
M.S., Operations Research (Course Work Completed)
California State University-Los Angeles 1973 — 1976
B.S., Quantitative Business and Economics
Mission Federal Credit Union November 2014 - Present
Freelance Consultant May 2013 - April 2015
CareFusion May 2014 - November 2014
Union Bank April 2011 - November 2012
SunTrust Bank August 2010 - April 2011
Countrywide Bank January 2008 - August 2008
Wells Fargo Bank 2004 - 2008
Skills
Blended Learning, Needs Analysis, Instructional Design, E-Learning, Performance Improvement, Adult Learning Theory, Training Delivery, ADDIE, Training, Instructional Technology, Coaching, Adult Education, Leadership, Program Management, Workshop Facilitation, Learning Management..., Performance Consulting, Learning Management, SnagIt, Lectora
Education
San Diego State University-California State University 2008 — 2010
M.A., Education
California State University-Northridge
B.A, Communication Studies
MICROSOFT 2007 - Present
KAISER PERMANENTE 2006 - 2007
CIBER, INC 2005 - 2006
WELLS FARGO BANK 2003 - 2005
WEBMETHODS, INC 2000 - 2002
IBM SOFTWARE SOLUTIONS DIVISION 1996 - 2000
Skills
Program Management, Enterprise Software, Integration, SDLC, Change Management, Software Project..., Cloud Computing, Business Intelligence, Process Improvement, Incident Management, Vendor Management, Agile Methodologies, Solution Architecture, Cross-functional Team..., PMP, ITIL, Project Management, Project Portfolio..., Information Security..., Global Regulatory..., PMO, SaaS, Software Development, IT Audit, Internal Controls, SharePoint, Agile Project Management, Data Center, Management, Business Process
Education
California State University-Los Angeles
BA, Mathematics/Computer Science
San Diego State University-California State University
Mathematics
The George Washington University - School of Business
Master Certificate, Project Management
JDL Securities April 2006 - Present
J. Derek Lewis & Associates, Inc. April 2006 - Present
Wells Fargo Bank May 2005 - April 2006
Wells Fargo Financial June 2003 - May 2005
Skills
Investments, Series 7, Retirement Planning, Strategic Financial..., Financial Advisory, Finance, Credit, Life Insurance, Financial Analysis, Small Business Lending, Employee Benefits, Small Business
Education
California State University-Long Beach - College of Business Administration 1999 — 2003
Bachelors, Finance
Calvary Chapel 1995 — 1999
High School Diploma
Estevan Chantes, Broker July 2013 - Present
Coldwell Banker George Realty January 2011 - August 2013
Henry Nunez Real Estate Co. Inc February 2009 - December 2010
Wells Fargo Home Mortgage February 2004 - October 2007
Wells Fargo Bank March 1996 - January 2004
Skills
Foreclosure Properties, Buyer Representative, REO, Short Sales, Sellers Agent, Buyers, Real Estate, Relocation, Foreclosures, New Home Sales, Investors, Sellers, Residential Homes, Single Family Homes, Buyer Representation, First Time Home Buyers, Real Estate Transactions, Investment Properties, SFR, Condos, Listings, e-PRO, ABR, New Homes, FHA, Move Up Buyers, Real Property, Vacation Homes, Selling, Real Estate Marketing, Listing Homes, Real Estate License, National Association of..., Income Properties, Rentals, Mortgage Lending, Referrals, Luxury, HUD, Seniors, 1031 Exchanges, Property, Relocation Buyers, Resellers, Waterfront, International Real..., Townhomes, Seller Representation, Brokerage, Council of Residential...
Education
California State University-Los Angeles
Business Management
ByDesign Public Relations and Marketing February 2014 - Present
California State University San Marcos, Extended Learning September 2014 - Present
Public Affairs Consultancy October 2012 - February 2014
Tri-City Medical Center January 2006 - October 2012
Wells Fargo Bank 2000 - 2005
Genesis Mortgage Corp. 1997 - 2000
SEDAKA 1995 - 2000
World Trade Center San Diego 1996 - 1997
Southern California Gas Company 1980 - 1995
Skills
Strategic Thinking, Innovator, Enterprising, Visionary, Intuitiveness, Tactical Implementation, Social Enterprise, Community Development, Marketing Communications, Internal Communications, Media Relations, Governmental Affairs, Corporate Communications, Crisis Communications, Corporate Branding, Non-profits, Land Use Planning, Leadership Development, Newsletters, Marketing, Fundraising, Public Policy, Message Development, Event Management, Public Affairs, Community Outreach, Nonprofits, Leadership, Event Planning, Public Relations, Social Media Marketing, Public Speaking, Strategic Planning, Policy, Social Media, Advertising, Coalitions, Philanthropy, Speech Writing, Press Releases, Communication Training, Journalism, Strategic Communications, Spokesperson, Reputation Management, Legislative Relations, Grassroots Organizing, Blogging, Social Networking, Editing
Education
California State University-Northridge
Bachelor's degree, Journalism
Leadership North County - California State University San Marcos
Certificate
California State University San Marcos - Tri-City Medical Center
Professional Development Certificate in Supervising Employees - Extended Learning
International Association for Public Participation
Certificate in Planning for Effective Public Participation
Carlsbad Chamber of Commerce - Chamber University
Certificate in Personal and Professional Leadership Series
New York University/Public Relations Society of America
Professional Development Certificate in Advanced Public Relations and Public Relations
Wells Fargo Bank November 1994 - Present
Skills
Commercial Lending, Customer Service, Consumer Lending, Retail Banking, Loans, Mortgage Lending, Credit, FHA, Loan Origination, Commercial Banking, Small Business Lending, Banking, Branch Management, Lines Of Credit, Credit Analysis, Team Building
Education
California State University-Long Beach - College of Business Administration 1980 — 1985
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, A
Longwood Management Corporation January 2011 - Present
PAREXEL January 2010 - January 2011
Royal Health Homecare Agency, Inc January 2006 - January 2010
Soliant Health, Inc. September 2005 - January 2006
Burbank Audio Video Service, CA January 2001 - August 2004
Wells Fargo Bank August 1999 - February 2001
Skills
Customer Service, Management, Marketing, Microsoft Excel, Microsoft Office, Public Speaking, Recruiting, Sales, Sales Operations, Account Management, Leadership, Marketing Strategy, Microsoft Word, Negotiation, Strategic Planning, Team Building
Education
Concorde Career College 2009 — 2010
Licensed Vocational Nurse, Nursing
California State University-Northridge 1999 — 2007
BA, Biology
Ebates August 2014 - Present
Ebates August 2013 - August 2014
International Event & Exhibition Management January 2013 - April 2013
LGD Communications 2012 - January 2013
LGD Communications November 2011 - January 2013
Wells Fargo Bank January 2008 - April 2011
Keller Williams Real Estate- Working for Realtor September 2006 - November 2007
West County Development Company June 2004 - June 2006
Skills
Social Media, Social Media Marketing, Advertising, Marketing Communications, Marketing, Facebook, Online Marketing, Blogging, Wordpress, Twitter, Social Networking, Direct Marketing, Graphic Design, Online Advertising, Digital Marketing, Brand Awareness, Google Analytics, Interactive Marketing, Relationship Marketing, Email Marketing, PowerPoint, Creative Writing, Event Planning, Photoshop, InDesign, YouTube, Event Management, Outlook, Microsoft Excel, HTML, Adobe Acrobat, Customer Service, Account Planning, Affiliate Marketing, Partner Management, E-commerce, Web Marketing, Multi-channel Marketing, Microsoft Office, Strategic Partnerships
Education
Florida International University 2011 — 2013
Master of Science (MS), Global Strategic Communications
California State University-Northridge 2005 — 2009
Bachelor's degree, Liberal Studies
Retired July 2015 - Present
Terracon November 2014 - July 2015
RGA Environmental, Inc. 1991 - May 2014
Wells Fargo Bank 1982 - 1987
University of California 1978 - 1982
Skills
Industrial Hygiene, Asbestos, Environmental, Mold, Construction Safety, Occupational Health, Inspection, Insurance, Environmental Awareness, Safety Management..., HAZWOPER, Program Management, Indoor Air Quality, Remediation, Sustainability, Environmental Compliance, Water, Hazardous Waste..., Lead-based Paint, Hazardous Materials..., Exposure Assessment, Environmental Consulting, Environmental..., Hazardous Materials
Education
Columbia Southern University 2010 — 2013
M.S. -in progress, Occupational Health and Safety
California State University-Los Angeles 1976 — 1978
MS, Organizational Development
Pitzer College 1969 — 1973
BA, Anthropology
Styles For Less, Inc. July 2014 - Present
Styles For Less, Inc. March 2013 - July 2014
Styles For Less, Inc. June 2011 - March 2013
DealGooder April 2011 - June 2011
Harveys Industries March 2011 - May 2011
Announcingit March 2010 - October 2010
Wells Fargo Bank September 2008 - March 2010
Skills
Social Media, Social Media Marketing, Marketing, InDesign, Retail, Facebook Marketing, Fashion, Styling, Blogging, Microsoft Word, Banking, Mandarin, Sales
Education
California State University-Long Beach - College of Business Administration 2005 — 2010
BS, Marketing
Wells Fargo Bank March 2011 - Present
Comerica Bank July 2007 - March 2011
Wells Fargo Bank July 1999 - July 2007
Bankers Trust Company October 1995 - July 1999
Sumitomo Trust and Banking Company October 1994 - October 1995
Western Federal Savings and Loan October 1993 - October 1994
Skills
Leadership, Commercial Lending, Asset Based Lending, Commercial Banking, Credit Analysis, Middle Market, Credit, Loans, Account Management, Banking, Commercial Mortgages, Mergers & Acquisitions, Small Business Lending, Risk Management, Treasury Management, Finance, Financial Analysis
Education
University of Southern California - Marshall School of Business 1996 — 1999
MBA, Finance
California State University-Long Beach - College of Business Administration 1988 — 1993
BS, Finance
Auction.com November 2013 - Present
Auction.com July 2012 - November 2013
Tega Technologies September 2010 - July 2012
Gelato Paradiso October 2009 - April 2010
Wells Fargo Bank 2007 - 2009
Skills
Marketing, Account Management, Sales, Cross Selling, Marketing Communications, Social Media Marketing, Financial Services, Relationship Management, Microsoft Office, Credit, Customer Retention, New Business Development, Customer Acquisition, Direct Marketing, Banking, SEO, Advertising, Loans, Email Marketing, Online Advertising, Lead Generation, Integrated Marketing, Events Coordination, Marketing Strategy, Online Marketing, Selling, B2B, Analytics
Education
California State University-Long Beach - College of Business Administration 2006 — 2008
BS, Marketing
Wells Fargo January 2013 - Present
Wells Fargo June 2012 - December 2013
Wells Fargo Bank June 2011 - June 2012
The Home Depot January 2010 - July 2011
Brookstone November 2009 - January 2010
Red Dragon Signs and Graphics June 2007 - October 2009
Aquatic Massage June 2004 - June 2007
Casa Leaders Furniture Store June 2003 - June 2004
Skills
Microsoft Excel, Microsoft Word, Internet Explorer, Customer Service, PowerPoint, Microsoft Office, Retail, Outlook, Time Management, Inventory Management, Budgets, Event Planning, Verbal and..., Multi Tasking, Sales, Financial Services, Bilingual, Always Punctual, Project Planning, Public Speaking
Education
California State University-Long Beach - College of Business Administration 2004 — 2009
Bachelor, International Business and Finance
Walt Disney Imagineering October 2011 - Present
Math Academia October 2010 - October 2011
US Census Bureau February 2010 - August 2010
Wells Fargo Bank July 2005 - June 2009
Skills
Analysis, Finance, Financial Analysis, Auditing, Financial Modeling, Payroll, Management, Invoicing, Accounting, Budgets, Forecasting, Microsoft Office, Microsoft Word, Variance Analysis
Education
California State University-Long Beach - College of Business Administration 2005 — 2009
Bachelor of Science, Accounting
JP Morgan Chase Bank February 2010 - Present
Wells Fargo Bank 2003 - 2010
US Army 1995 - 2002
Skills
Loans, Mortgage Lending, Credit, Banking, Commercial Lending, Portfolio Management, Underwriting, Risk Management, Real Estate, Commercial Banking, Financial Analysis, Lines Of Credit, Treasury Management, Consulting, Asset Management, Investment Properties, Asset Based Lending, Mortgage Banking, Investments, New Business Development, Insurance, Cash Flow, FHA, Credit Analysis, Account Management
Education
California State University-Northridge 2003 — 2005
MBA, Finance
University of Phoenix 1998 — 2001
BS, Business Information Systems
Wells Fargo Bank December 2009 - Present
Securitas July 2008 - November 2008
California State University, Northridge October 2006 - February 2007
Skills
Commercial Banking, Retail Banking, Cross Selling, Loan Origination, Deposits, Branch Banking, Credit Cards, Lines Of Credit
Education
CSUN 2006 — 2007
Capital One January 2013 - Present
Bank of America March 2011 - January 2013
Bank of America November 2009 - February 2011
Bank of America July 2007 - November 2009
University of Georgia August 2005 - May 2007
Liberty Mutual June 2006 - August 2006
Wells Fargo Bank September 2003 - July 2005
Wells Fargo October 1999 - September 2003
Wells Fargo 1998 - 1999
Skills
Program Management, Software Project..., Project Management, Corporate Real Estate, CMBS, Financial Reporting, Financial Analysis, Green Belt, PMP, Merger Support, Cross-functional Team..., Integration, Budgets, Risk Management, Leadership, Management, Banking, Portfolio Management, Six Sigma, Vendor Management, Project Portfolio..., Mergers & Acquisitions, Software Documentation, Business Process..., Change Management, Outsourcing, Process Improvement
Education
University of Georgia - Terry College of Business 2005 — 2007
MBA, Operations, Risk Management, IT
University of California, Berkeley 2002 — 2005
Certificate of, Project Management
California State University-Los Angeles 1997 — 1998
BA, Economics
Wells Fargo Bank August 2008 - Present
Quality Home Loans 2005 - 2007
iHomeowners, Inc. June 2000 - May 2004
Skills
Word, excel, 10 key, Customer Service, Credit, Banking, Team Building, Loans, Mortgage Banking, Loan Origination, Mortgage Lending, Coaching, Project Management
Education
California State University-Northridge
Simi Valley High School
Wells Fargo Bank November 2011 - Present
Wells Fargo November 2011 - Present
Wells Fargo November 2011 - Present
Self employed January 2009 - Present
Westside Kabob January 2006 - Present
Weight Watchers July 2011 - February 2012
Receptionist July 2011 - February 2012
Victoria's May 2007 - November 2011
Victoria's September 2008 - April 2009
R.D White January 2001 - January 2002
Skills
Writing, Hiking, Outstanding Customer..., Talking Points, Script Reading
Education
California State University-Northridge 2008 — 2011
Bachelor's degree, Cinema and Television Arts
Glendale Community College 2005 — 2008
AA, General Education
California State University
Bachelors, Cinema and Television Arts
Glendale Community College
AA degree, Theatre Arts
Glendale High School
Diploma
Camelot Marketing October 2007 - Present
Hutch's Bail Bonds October 1997 - Present
Woodland Hills~Tarzana Chamber of Commerce July 2008 - July 2010
BNI 2008 - 2008
WELLS FARGO BANK 1989 - 1994
Skills
Business, Civil Litigation, Business Development, Time Management
Education
California State University-Northridge 1988 — 1989
Business
Advanced Dentistry 2007 - Present
Wells Fargo Bank 1993 - 1998
Skills
Dentistry, Prosthodontics, Implantology, Dental Implants, Cosmetic Dentistry, Aesthetics, Veneers, Treatment, Dentures, Restorative Dentistry, Crowns, Tooth Colored Fillings, Teeth Whitening, Restorative, Healthcare
Education
University of California, San Francisco 2003 — 2006
Prosthodontics
Harvard School of Dental Medicine 1999 — 2003
DMD, Dentistry
California State University-Northridge 1993 — 1999
BS, Biochemistry
The Lough Road, Inc. July 2010 - July 2014
Home Bound Healthcare December 2008 - November 2009
Venetian & Palazzo Hotel Resort Casino February 2006 - October 2008
Cox/Azteca America July 2004 - September 2005
Wells Fargo Bank 2004 - 2005
Entravision Communications January 2000 - January 2002
KR Entertainment January 1997 - January 2000
Legends in Concert January 1995 - January 1997
Magic Beach Publishing January 1991 - January 1995
Zeidler & Zeidler January 1987 - January 1991
Skills
Marketing Strategy, Marketing, Management, Public Relations, Advertising, Sales, Budgets, Event Management, Public Speaking, Event Planning, Photography, Training
Education
California State University-Northridge 1982 — 1983
Business
University of California, Los Angeles 1981 — 1982
Theater Arts
Los Angeles Pierce College 1978 — 1980
AA, General
Birmingham High School 1976 — 1978
Journalism
JPMorgan Chase January 2014 - Present
Wells Fargo August 2007 - December 2013
California National Bank 2006 - 2007
Wells Fargo Bank August 1990 - July 2006
Price Club 1985 - 1990
Skills
Portfolio Management, Commercial Banking, Start-ups, Banking, Investments, Financial Analysis, Financial Modeling, Commercial Lending, Mergers, Loans, Private Equity, Due Diligence, Credit, Capital Markets, Valuation, Credit Analysis
Education
California State University-Long Beach - College of Business Administration 1993 — 1995
MBA, Finance
University of California, Irvine 1985 — 1988
BA, Economics
University of California, San Diego 1983 — 1985
Computer Science
Mater Dei
Wilmington Trust September 2011 - April 2014
Wells Fargo Bank December 2004 - August 2011
U.S. Bank - Corporate Trust 2001 - 2004
U.S. Bank 1997 - 2001
Skills
Small Business Lending, Relationship Management, Investments, Finance, Financial Services, Banking, Mergers & Acquisitions, Securities, Cash Management, Loans, Credit, Capital Markets, Portfolio Management, Structured Finance, Negotiation, Financial Analysis, Mutual Funds, Management, Risk Management, Credit Analysis
Education
California State University-Northridge 1977 — 1981
Bachelor's Degree, Radio-TV-Film - Finance
Southern California Edison January 2007 - Present
Southern California Edison July 2000 - January 2003
Wells Fargo Bank November 1992 - July 2000
Skills
SDLC, Visio, Requirements Analysis, PMP, Integration, Business Analysis, SAP ERP, Business Process..., Project Portfolio..., SAP Implementation, Agile Project Management, Business Intelligence, Business Process, Business Process Design, Change Management, Cross-functional Team..., Process Improvement, Project Delivery, Project Management, Requirements Gathering, Systems Analysis, ERP, IT Strategy, PMO, Program Management, Project Planning, Resource Management, Software Documentation, Software Project..., IT Service Management, Data Warehousing, Solution Architecture, Enterprise Architecture, Vendor Management, ITIL, MS Project, IT Management, Business Objects
Education
California State University-Los Angeles 1997 — 2000
Bachelor of Science, Computer Information Systems
Elite Marketing Solutions, Inc. 2000 - Present
Wells Fargo Bank 2000 - 2008
Skills
SEO, PPC, Web Marketing, Web Design, Online Marketing, Social Media Marketing, Leadership, Marketing, SEM, Online Advertising, Sales Management, Web Analytics
Education
California State University-Northridge 2000 — 2006
BS, Finance
JPMorgan Chase 2012 - Present
Banc of California 2011 - 2012
Kinecta Federal Credit Union 2011 - 2011
PNC Commercial Real Estate 2009 - 2011
JPMorgan Chase 2007 - 2009
Full Spectrum Realty 2004 - 2007
Wells Fargo Bank 2000 - 2004
Skills
Credit, Credit Analysis, Financial Modeling, Portfolio Management, Banking, Valuation, Real Estate, Commercial Banking, Mortgage Banking, Refinance, Real Estate Financing
Education
California State University-Northridge 2001 — 2006
Bachelors, Finance
Chaminade
Wells Fargo Bank December 2008 - October 2011
Wells Fargo Bank December 2007 - December 2008
Wells Fargo Bank August 1997 - December 2007
Skills
Banking, Finance, Loans, Customer Service, Sales, Credit, Customer Retention, Long-term Customer..., CRM, Relationship Management, Investments, Loan Origination, Training, Commercial Lending, Coaching, Sales Operations, Cross Selling, Mortgage Lending, Payroll, Sales Management, Consumer Lending, Accounts Payable, Retail Banking, Commercial Banking
Education
California State University-Los Angeles 1996 — 2003
BA, Child Development
Alhambra High School 1992 — 1996
Wells Fargo Home Mortgage October 2014 - Present
PrimeLending May 2014 - September 2014
Flagstar Bank October 2013 - May 2014
Wells Fargo Home Mortgage October 2010 - October 2013
Wells Fargo Bank November 2009 - October 2010
CTX Mortgage June 2005 - July 2008
UAMC March 2003 - March 2005
Los Angeles Neighborhood Housing Services June 2000 - November 2002
JCB International Credit Card Company July 1991 - May 2000
Skills
Mortgage Lending, Residential Mortgages, FHA Loans, VA loans, Loans, Renovation Loans, Refinance, Consumer Lending, Investment Properties, Loan Origination, Real Estate, Sales, FHA, USDA
Education
California State University-Northridge 1972 — 1978
Bachlor of Arts, Geography
Windermere Real Estate May 2012 - Present
Keller Williams Real Estate June 2010 - May 2011
Tarbell Realtors - Palm Desert March 2008 - June 2009
Keller Williams Realty August 2005 - May 2007
Coldwell Banker March 2003 - August 2005
Wells Fargo Bank April 1986 - September 2004
Skills
Real Estate, Residential Homes, Property, Listings, Sales, First Time Home Buyers, Mortgage Lending, Buyers, Move Up Buyers, Single Family Homes, Real Property, Buyer Representation, Investments, Short Sales, REO, Sellers, Foreclosures, Condos
Education
California State University-Los Angeles 1981 — 1983
None, Business Major
AIDS Healthcare Foundation August 2015 - Present
Impulse Group International - Non Profit October 2014 - Present
Impulse Group South Florida - Non Profit June 2013 - Present
Wells Fargo Bank April 2013 - August 2015
Wells Fargo Bank May 2010 - April 2013
Target July 2009 - April 2010
Wells Fargo Bank May 2002 - July 2009
Skills
Training, Sales, Coaching, Banking, Retail, Mergers, Customer Service, Nonprofits, Merchandising, Financial Services, Retail Banking, Wealth Management, Private Banking, Loans, Credit, Small Business Lending, Risk Management, Relationship Management, Investments, Series 7, Recruiting, Employee Training, Marketing, Strategic Planning, Business Strategy, Hiring, Cross-functional Team..., Leadership, CRM, Management, Team Building, Cross Selling
Education
Devry University 2006 — 2008
Bachelor of Business Administration (B.B.A.), Sales and Marketing Operations/Marketing and Distribution Teacher Education
California State University-Northridge 1997 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Devry University
BS, Business Administration: Sales and Marketing
Sarkis Realty, Inc. September 2001 - Present
Wells Fargo 1990 - 2004
Wells Fargo Bank March 1989 - September 2003
Skills
Residential Homes, Real Estate, Short Sales, Loan Origination, Commercial Real Estate, REO, Mortgage Lending, Loans, Finance, Foreclosures, Mortgage Banking, Investments, Investors, Investment Properties, Condos, First Time Home Buyers, Referrals, Sellers, Single Family Homes, Brokerage, Real Estate Transactions, Property, Buyer Representation, Real Estate Economics, Luxury, Relocation
Education
California State University-Northridge 2000 — 2005
BS, Finance & Real Estate
Zoe International Ministries July 2012 - Present
The Leukemia & Lymphoma Society February 2012 - Present
Wells Fargo Bank September 2011 - July 2012
Wells Fargo Bank June 2009 - September 2011
Child Care Alliance of Los Angeles October 2009 - July 2010
Associated Student, Inc May 2008 - May 2009
Associated Students May 2007 - May 2008
California State University, Northridge May 2005 - May 2008
Skills
Event Planning, Data Analysis, Customer Service, Research, Sales, Public Speaking, Microsoft Excel, Fundraising, Social Media, Community Outreach, Microsoft Office, Client Relations Skills, Non-profit Program..., Project Management, Financial Transactions, Phone Etiquette, Report Writing, Written & Oral..., Office Administration, Cold Calling, Volunteer Training, Volunteer Management, Strategic Planning, SPSS, Public Policy, Policy Analysis, Team Building, Leadership Development, Recruiting, Communication Skills
Education
California State University-Northridge 2004 — 2009
Bachelors of Arts, Political Science and Religious Studies
Academy of the Canyons High School 2000 — 2004
Diploma, High School/Secondary Diplomas and Certificates
Wells Fargo August 2015 - Present
Wells Fargo September 2014 - August 2015
Move, Inc May 2013 - September 2014
Capital One (formerly HSBC Card Services) August 2009 - May 2013
HSBC August 2007 - July 2009
HSBC July 2005 - July 2007
Wells Fargo Bank October 2000 - June 2004
Skills
Direct Mail, Inbound Marketing, Social Media, Banners, Analytics, Customer Acquisition, Email Marketing, Marketing Strategy, Direct Marketing, Online Advertising, Digital Marketing, Tealeaf, Epiphany, Credit Cards, Relationship Management, Project Management, Collaboration, Marketing, Product Management, Management, Financial Services, Business Strategy, CRM, Business Development, Strategy, Mobile Devices, Leadership, Vendor Management, Segmentation, Multi-channel Marketing, Competitive Analysis, Campaign Management, User Experience, Product Marketing, Strategic Partnerships, Sales, Database Marketing, Customer Experience, Mobile Marketing, Customer Retention, Online Marketing
Education
Texas A&M University-Commerce 2012 — 2014
Master of Business Administration (MBA)
UCLA Anderson School of Management 2009 — 2010
Certificate, Riordan Fellows Program
California State University-Monterey Bay 2002 — 2005
Bachelor of Science, Business Administration
Advantage Title, Inc. October 2009 - October 2011
Ticor Title February 2009 - October 2009
Colliers International March 2008 - December 2008
Ticor Title February 2005 - September 2007
Wells Fargo Bank May 1998 - June 2004
Smith Barney October 2000 - October 2001
Education
California State University-Northridge 1996 — 1998
General
Disney Interactive Studios July 2009 - Present
Disney ABC Television Group December 2012 - September 2014
Disney Interactive Studios November 2007 - July 2009
Disney Interactive Studios May 2006 - November 2007
Pacific Sunwear April 2003 - May 2006
TruStone Financial February 2005 - January 2006
Wells Fargo Bank August 2004 - February 2005
Universal Music Group August 2003 - January 2004
Baxter-Northup Music Company October 2001 - April 2003
Skills
Music Industry, Record Labels, Music Publishing, Training, Customer Service, PowerPoint, Microsoft Excel, Social Networking, Microsoft Office, Microsoft Word, Social Media, Team Building, Marketing, Retail, Console, Quality Assurance, Video Games, Mobile Games, Casual Games, Project Management, PSP, Perforce, Xbox 360, Software Documentation, DevTrack, Testing, Nintendo DS, Wii, Console Games, Computer Games, Playstation, Management, PS3, Bug Tracking, Xbox, Online Gaming, Level Design, Social Games, Game Testing, Game Development, Multiplayer, MMORPG, MMO, Game Design, Gameplay, Hansoft, Monetization, Game Balance, Unreal Engine 3, JIRA
Education
McNally Smith College of Music 2003 — 2004
AAS, Music Business
California State University-Northridge 1998 — 2002
B.A., Music Industry Studies
Prime Healthcare Services September 2014 - Present
UCLA Health System February 2011 - September 2014
Kaiser Permanente September 2006 - February 2011
Kaiser Permanente September 2006 - January 2011
City National Bank November 2004 - September 2006
Wells Fargo Bank July 2003 - September 2003
Skills
Ambulatory, Healthcare Information..., EMR, EHR, CPOE, Inpatient, Healthcare, Healthcare Management, Hospitals, Epic Systems, Clinical Research, Nursing, Revenue Cycle, Software Documentation, HIPAA, HL7, Meditech, ADT, Informatics, Healthcare Consulting, Documentations, Cerner, Ambulatory Care
Education
California State University
Masters of Science, Health Care Management
California State University-Los Angeles 2009 — 2011
Master of Science, Health Care Management
University of California, Santa Barbara 2000 — 2004
Bachelors of Arts, Business Economics
University of California, Berkeley
Bachelor of Arts, Business
Citibank April 2011 - Present
Comerica Bank October 2010 - April 2011
Chase Bank March 2005 - October 2010
Wells Fargo Bank October 1995 - January 2005
Skills
Series 6, Small Business Lending, Loans, Retail Banking, Credit, Banking, Wealth Management, Portfolio Management, Branch Management, Series 63, Financial Services, Credit Cards, Consumer Lending, Branch Banking, Loan Origination, Credit Analysis, Relationship Management, Retirement Planning, Commercial Lending, Mortgage Lending, Commercial Banking, Insurance, Investments
Education
California State University-Northridge 1993 — 1995
History
Pierce College 1990 — 1993
Wells Fargo Bank October 1983 - Present
Wells Fargo 1983 - Present
Skills
PMO, Change Management, Strategic Planning, Process Improvement, SDLC, Vendor Management, Leadership, Business Process..., Project Management, Business Analysis
Education
California State University-Los Angeles
Bachelors of Arts, Business Administration
Coldwell Banker Commercial Alliance August 2014 - Present
George Smith Partners July 2010 - August 2014
State of California January 2010 - January 2014
US Bank July 2008 - August 2010
Fox and Fox LLP April 2008 - July 2008
Wells Fargo Bank March 2004 - April 2008
First Mortgage Capital, Inc November 2005 - May 2006
City National Bank October 2005 - February 2006
Wells Fargo Bank, NA January 2004 - October 2005
Hertz Local Edition November 1999 - March 2004
Skills
Mortgage Lending, Real Estate Economics, Real Estate, Loans, Investments, Commercial Banking, Business Development, Banking, Corporate Governance, New Business Development, Finance, Portfolio Management, Commercial Real Estate, Commercial Lending, Real Estate Transactions, Real Estate Financing, Investment Properties, Leases, Real Estate Development, Disposition, Private Equity, Brokerage, Negotiation, Property Management, Property, Financial Modeling, Referrals, Investors, Accounting, Asset Management, Asset Managment, Capital Markets, Commercial Mortgages, Corporate Finance, Credit, Credit Analysis, Due Diligence, Financial Analysis, Financial Structuring, Foreclosures, Funding, Insurance, Loan Origination, Management, Marketing, Mergers, Mergers & Acquisitions, Mortgage Banking, Recruiting, Refinance
Education
University of West Los Angeles 2011 — 2016
JD, Law
California State University-Northridge 1993 — 2000
BA, Political Science, International Relations
California State University-Northridge 1997 — 1999
International Relations / Global Politics
Abraham Friedman Occupational Center 1991 — 1994
Certificate, Computer Programming and Computer
Wells Fargo Bank May 2014 - Present
Wells Fargo Bank March 2011 - Present
Comerica Bank January 2003 - March 2011
US Bank August 2000 - January 2003
Sanwa Bank July 1998 - August 2000
Union Bank January 1994 - July 1998
Skills
Commercial Lending, Loans, Credit, Finance, Portfolio Management, Asset Based Lending, Financial Analysis, Commercial Banking, Underwriting, Business Development, Investments, Middle Market, Structured Finance, Wealth Management, Lines Of Credit, Commercial Mortgages, Syndications, Strategic Financial..., Banking, Commercial Real Estate, ESOPs
Education
California State University-Long Beach - College of Business Administration 1996 — 2000
MBA, Business Finance
San Diego State University-California State University 1989 — 1993
B.S., Accounting
Liberty High
Wells Fargo June 2012 - Present
Wells Fargo Bank November 2008 - June 2012
MTV Networks October 2007 - November 2008
Nickelodeon Animation Studio May 2007 - August 2007
Disneyland Resort February 2004 - May 2007
Skills
Salesforce.com, Human Resources, Sales, Social Media, Microsoft Excel, Fundraising, Marketing, Recruiting, Social Networking, Time Management
Education
California State University-Long Beach - College of Business Administration 2003 — 2007
Wells Fargo Bank January 2000 - Present
Skills
Credit, Banking, Loans, Credit Analysis, Mortgage Lending, Commercial Lending, Small Business Lending, Consumer Lending, Commercial Banking, Financial Analysis, Loan Origination
Education
CSUN 1996 — 1999
Bachelor's degree, Finance and Financial Management Services
FriendFinder Networks, Inc. May 2012 - Present
NASA AMES September 2009 - Present
Intelligent Consulting Services January 1995 - Present
eBay 2009 - 2009
Carrier IQ 2008 - 2009
Looksmart Inc. 2007 - 2008
Charles Schwab 2002 - 2005
Wells Fargo Bank 1998 - 2000
Skills
Linux, Servers, Unix, Solaris, Cisco Technologies, Operating Systems, Zabbix, DNS, Cacti, Networking, IT Management, System Administration, MySQL, TCP/IP, Network Administration, CentOS, High Availability, Troubleshooting, Windows, Nagios, Shell Scripting, Data Center, Software Documentation, Storage, System Deployment, VMware ESX, Network Security
Education
California State University-Los Angeles 1982 — 1986
BS, Computer Science / Technology
N.I.S. March 2009 - Present
Jason Ferrone Entertainment January 2002 - Present
Drumroll Records January 2004 - July 2008
Wells Fargo Bank February 2004 - May 2008
Skills
Special Events, Client Relationship..., Live Entertainment..., Event Management, Television, Public Speaking, Social Media, Customer Relations, Microsoft Office, Mac OS X, Basketball, Hiring, Training & Development, Recruiting, Management, Entertainment, Employee Training, Training, Sales, Customer Service, CRM, Marketing, Music
Education
California State University-Northridge 2004 — 2006
BA, Journalism
College Of The Sequoias 2002 — 2004
AA, Communications
Loyola Marymount University 2000 — 2001
The Orme School 1997 — 2000
High School
Wells Fargo November 2009 - Present
Wells Fargo Bank April 2007 - May 2010
Wells Fargo September 2001 - April 2007
Wells Fargo Bank March 2000 - September 2001
Wells Fargo Bank June 1995 - March 2000
Wells Fargo Bank April 1991 - June 1995
Skills
Treasury Management, Credit, Commercial Lending, Financial Analysis, Banking, Commercial Banking
Education
California State University-Long Beach - College of Business Administration 1987 — 1991
Bachelor of Science, Business Marketing
Wells Fargo Bank May 2011 - Present
Wilshire State Bank April 2008 - March 2011
AREAA (Asian Real Estate Association of America) Greater Los Angeles Chapter 2009 - January 2010
Bank of America 2006 - 2008
Bank of America 2005 - 2006
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Loans, Credit, Commercial Mortgages, Banking, Credit Analysis, Mortgage Lending, Underwriting, Portfolio Management, Financial Analysis, Lines Of Credit, Loan Origination, SBA, Consumer Lending
Education
California State University-Long Beach - College of Business Administration
BS, Business Administration
Wells Fargo Home Mortgage August 2010 - Present
Wells Fargo Bank November 2007 - July 2010
Skills
Refinance, Loan Origination, FHA, Loans
Education
California State University-Northridge 2002 — 2006
Finance
Temple City High School 1999 — 2004
Bank of the West December 2014 - Present
JP Morgan Chase Bank, N.A. August 2010 - November 2014
Wells Fargo Bank, N.A., Wells Fargo Advisors, LLC. (formerly Wachovia Bank, N.A.) August 2008 - May 2011
Indymac Bank November 2001 - July 2008
Financial Freedom Senior Funding Corp. (Division of IndyMac Bank, F.S.B.) March 2006 - April 2007
Wells Fargo Bank November 1998 - September 2001
Skills
Mortgage Lending, Banking, Loans, Finance, Financial Services, Real Estate, Credit, Business Development, Loan Origination, Mortgage Banking, Commercial Banking, Strategy, Sales, Management, Leadership, Investments, Executive Management
Education
California State University-Los Angeles 1994 — 2000
B.S., Business Administration - Option in Real Estate
Stonegate Mortgage Corporation (NYSE: SGM) July 2015 - Present
Ditech Mortgage Corp February 2013 - March 2015
Treadwell Entertainment September 2010 - January 2013
Wells Fargo Bank August 2006 - September 2008
Bank of America November 2004 - July 2006
Skills
Human Resources, Banking, Credit, Loans, Mortgage Lending, Retail Banking, Commercial Banking, Deposits, Credit Analysis, Financial Analysis, PeopleSoft, Employee Benefits, Employee Relations, Recruiting, Onboarding, Benefits Administration, Branch Banking, Performance Management, Payroll, Credit Cards, Cash Management, Cross Selling, Relationship Management, Customer Service, Loan Origination, Building Relationships, Management, Microsoft Office, Social Networking, Social Media, Leadership, Fashion, Social Media Marketing
Education
Kaplan University 2013 — 2015
Master of Science (MS), Human Resources Management/Personnel Administration, General
California State University-Northridge 2009 — 2011
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General
Santa Monica College 2001 — 2003
Associate of Arts, Business Administration
Visa August 2015 - Present
Visa December 2010 - Present
Wells Fargo Bank March 2010 - December 2010
East West Bank November 2009 - February 2010
United Commercial Bank June 2008 - November 2009
Various June 1997 - June 2008
Skills
PMP, Vendor Management, Project Management, SDLC, Risk Management, Business Analysis, Banking, Business Process, Change Management, Program Management, Agile Methodologies, Analysis, Business Process..., Process Engineering, Outsourcing, Integration, Data Warehousing, Enterprise Architecture, Strategy, Management, Visio, Business Intelligence, Portfolio Management, PMO, Management Consulting, CRM, Project Portfolio..., Process Improvement, Analytics, Stakeholder Management, Disaster Recovery, Requirements Analysis, Project Planning, Product Management, Financial Services, Project Delivery, Software Project..., Credit Cards, Business Requirements, IT Strategy, Business Transformation, Leadership, MS Project, Agile Project Management, Solution Architecture, Requirements Gathering, Cross-functional Team..., Governance, User Acceptance Testing, ITIL
Education
Stanford University 2012 — 2013
Stanford Strategic Decision and Risk Management (SDRM)
Stanford University 2011 — 2012
Stanford Advanced Project Management (SAPM), Project Management
PMP Certification 2011 — 2011
California State University-Northridge 2000 — 2002
M.S., Computer Science
International Management Institute - IMI 1995 — 1997
MBA, Finance (Major), MIS (Minor)
Lady Shri Ram College, Delhi University 1992 — 1995
B.S., Statistics
Delhi Public School - Mathura Road 1980 — 1992
ScrumAlliance
Certified Scrum Master
Helfman Bookkeeping and Tax Service, Inc. February 2015 - Present
Helfman Enterprises May 2010 - February 2015
Citibank March 2009 - May 2010
Marvin Helfman and Associates, Inc. September 2007 - February 2009
Wells Fargo Bank March 2004 - September 2007
Ameriprise November 2002 - March 2004
Skills
Financial Planning, Salesmanship, Business Development, Firearms, Public Speaking, Woodworking, Strategic Financial..., Selling Skills, Leadership, Legal Research, Competitive Analysis, Small Business, Start-ups, Marketing, Sales, Social Networking, Event Planning, Real Estate, B2B, Training, Time Management, Entrepreneurship
Education
Lakeland College 2015 — 2015
Bachelor’s Degree, Accounting, GPA - 3.2
Chippewa Valley Technical College 2013 — 2014
Associate’s Degree, Accounting, GPA - 3.2
Glendale University College of Law 1990 — 1991
Law
California State University-Los Angeles 1983 — 1987
Business Administration - Entrepreneurship
Los Angeles City College 1981 — 1983
General education courses applied toward a BS in Business Administration, GPA - 3.54
Mission Federal Credit Union March 2014 - Present
Mission Federal Credit Union October 2012 - March 2014
Mission Federal Credit Union December 2010 - October 2012
Wells Fargo Bank March 2008 - June 2010
San Diego Unified School District July 2007 - August 2007
San Diego Unified School District July 2007 - August 2007
San Francisco State University October 2006 - July 2007
Target August 2002 - January 2004
Skills
Training, Customer Service, Management, Microsoft Office, Photoshop, Administrative..., Community Outreach, Recruiting, Public Speaking, Leadership, Social Media Marketing, Sales, Outlook, eLearning Development
Education
San Francisco State University 2005 — 2007
B.A, Speech & Communication Studies; Organizational Communication
California State University-Northridge 2003 — 2005
Political Science and Government
Los Angeles County Treasurer and Tax Collector May 2015 - Present
Los Angeles County November 2012 - May 2015
Wells Fargo Bank October 2009 - November 2012
Metro July 2007 - July 2009
McDonald's Corporation January 2006 - July 2007
Skills
Community Outreach, Microsoft Office, Outlook, Research, Spanish, Social Media, Event Planning, Microsoft Word, Public Speaking, Customer Service, Nonprofits, Microsoft Excel, PowerPoint, Fundraising, Program Development, Social Networking, Program Management, Data Entry, Higher Education, Teamwork, Leadership Development, Leadership
Education
Mount Saint Mary's University 2014 — 2015
Master of Business Administration (M.B.A.), Organizational Leadership, GR
California State University-Los Angeles 2005 — 2009
BS, Business Administration and Finance
Ramona Convent High School 2001 — 2005
High School, High School/Secondary Diplomas and Certificates
U.S. Bank January 2014 - Present
National Black MBA Association, Los Angeles January 2014 - Present
Crenshaw Chamber of Commerce February 2014 - Present
Sons of Abraham January 2010 - Present
Comerica Bank August 2012 - January 2014
Wells Fargo Bank December 2009 - August 2012
Wells Fargo Auto Finance May 2006 - September 2008
Wells Fargo Financial March 2005 - May 2006
University of Arizona Recreation Center January 2004 - May 2005
Skills
Customer Relations, Credit, Customer Service, Compliance, Fraud Prevention, Credit Analysis, Financial Analysis, Loans, Fraud, Mortgage Lending, Finance, Underwriting, Portfolio Management, Management, Commercial Lending, Analysis, Training, Marketing, Consumer Lending, Commercial Banking, Retail Banking, Cash Management, Banking, Sales, Time Management, Leadership, Risk Management, Sales Management, Customer Retention, Small Business, Accounting, Human Resources, Business Strategy
Education
California State University-Long Beach - College of Business Administration 2008 — 2009
MBA, General Business
University of Arizona 2001 — 2005
Bachelor of Science, Business Management
Beverly Hills High School 1997 — 2001
High School Diploma
GEICO August 2015 - Present
Wells Fargo Bank August 2004 - April 2015
Rock Creek Mortgage February 2002 - August 2004
SBG Capital Management January 2000 - February 2002
Washington Mutual Bank January 1998 - January 2000
Sierra Trust Funds-(Washington Mutual Bank) June 1995 - January 1998
Pilgrim America June 1989 - June 1995
Great Western Financial Securities March 1986 - June 1989
Skills
Client services, Relationship Management, Accounting Functions, Staff Management, Real Estate contracts, Accounts Payable &..., Real Estate Transactions, Operations Management, Auditing, Leadership, Financial Services
Education
California State University-Northridge 1981 — 1983
Business Administration, Business Administration and Management, General
LA Pierce College 1978 — 1980
Associate of Arts (AA), Business Administration and Management, General
Wells Fargo Advisors September 2014 - Present
Wells Fargo February 2012 - September 2014
Wells Fargo August 2011 - February 2012
Wells Fargo Bank May 2010 - July 2011
Wells Fargo Bank April 2008 - April 2010
Wells Fargo Bank March 2006 - March 2008
Stein Mart 2002 - 2005
Skills
Banking, Credit, Loans, Leadership, Portfolio Management, Management, Retail Banking, Sales, Sales Management, Training, Finance, Financial Services, Risk Management, Commercial Banking, Customer Satisfaction, Call Centers, Consumer Lending, Commercial Lending, Small Business Lending, Auditing, Mortgage Lending, Asset Management, FINRA Series 6 Licensed, State Series 63 Lincesed, California Life..., Analysis, Cross Selling, Relationship Management, Investments
Education
California State University-Northridge 2007 — 2011
Business
Los Angeles Pierce College 2004 — 2007
Business Management
Los Angeles Valley College 2004 — 2007
Business Finance
Seize&Desist Los Angeles August 2013 - Present
JNS Collective LLC May 2013 - Present
Youth Monument Clothing, Inc. November 2010 - May 2013
DMK Real Estate June 2009 - May 2013
California State University Los Angeles University Times August 2009 - 2011
Apple October 2008 - August 2009
Associated Students Inc. of California State University Los Angeles October 2008 - June 2009
Wells Fargo Bank January 2007 - January 2008
KRONFLI SPUNDALE MILLS June 2003 - January 2006
Skills
Marketing, Online Marketing, Customer Service, Sales, Fashion, Start-ups, Entrepreneurship, Management, Social Networking, Public Speaking, Social Media, Event Planning, Business Development, SEO, Brand Development, Apparel, Textiles, Strategic Partnerships, Product Development, Strategic Planning, Apparel Manufacturing, Textile Sourcing, Private Label Apparel..., Cut & Sew, Sample Development, Long-term Customer...
Education
California State University-Los Angeles 2007 — 2010
BS, International Business/ International Economics, 3.45 GPA
St. Francis High School 2000 — 2004
High School Diploma
Western Federal Credit Union October 2013 - July 2015
One West Bank March 2013 - October 2013
California Bank and Trust December 2011 - March 2013
Wells Fargo Bank April 2004 - May 2011
Wells Fargo Bank January 2000 - April 2004
Skills
Banking, Credit, Credit Analysis, Investments, Mortgage, Underwriting, Commercial Lending, Wealth Management, Retail Banking, Account Management, Team Building, Budgeting, Business Management, Customer Service, Coaching, Employee Relations, Financial Planning, Government Relations, Team Leadership, New Business Development, Strategic Planning, Management, Strategic Financial..., Leadership, Budgets, Sales, Mortgage Lending, Loans, Small Business Lending, Consumer Lending, Cross Selling, Commercial Banking, Portfolio Management, Finance, Risk Management, Financial Analysis, Lines Of Credit, Cash Management, Training, Commercial Mortgages, Treasury Management, Branch Banking, Branch Management, Deposits, Relationship Management, Mortgage Banking, SBA, Private Banking, Refinance, Financial Services
Education
CBA/BAI Graduate School of Retail Bank Management 2008 — 2010
California State University-Los Angeles 1989 — 1993
BA, Finance
City National Bank June 2005 - Present
Wells Fargo Bank January 2001 - June 2005
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Credit Analysis, Lines Of Credit, Consulting, Customer Service, Risk Management
Education
CSUN 2008 — 2013
B.A., Mass Communication/Media Studies
Los Angeles Pierce College
Specialty Fabrications, Inc October 2012 - June 2015
Wells Fargo Bank 2008 - 2012
Skills
Process Engineering, Process Improvement, Lean Operations, Manufacturing..., Strategic Planning, Business Analysis, Sales Operations, Sales, Customer Experience, Customer Satisfaction, Sales Presentations, Customer Insight, Enterprise Software, Customer Service, Customer Retention, Consumer Lending, Commercial Lending, Sales Management, Merchant Services, Business Process..., Process Control, Process Management, Business Process Design, Lean Manufacturing, Lean Management, Lean Thinking, 5S, Software Quality..., Quality Management, Quality System, Business Strategy, Employee Engagement, Employee Training, Quality Improvement, Aerospace Manufacturing, Continuous Improvement, Software Installation, Banking, Small Business Lending
Education
CSUN 2009 — 2011
Bachelor’s Degree, Finance and Financial Management Services
Pierce College 2005 — 2009
CareCredit December 2014 - Present
Abbott October 2013 - December 2014
Carrington Mortgage Holdings December 2011 - August 2013
Hyundai Capital America August 2011 - December 2011
Jet Propulsion Laboratory June 2004 - December 2009
East Los Angeles College August 2002 - February 2004
Wells Fargo Bank April 1996 - July 1999
Skills
Learning Management..., Training, Instructional Design, Software Documentation, E-Learning, Customer Service, Team Building, Change Management, Project Management, Outlook, Microsoft Office, PowerPoint, Microsoft Excel, SnagIt, Technical Training, Onboarding, SharePoint, Instructor-led Training, Camtasia, AT&T Connect, Articulate Studio, Human Resources, Captivate, Quality Training, Agile Methodolgy, Quality Assurance, Documentations, WebEx, GoToMeeting, Work Instructions, Job Aids, Change Orders, SumTotal, ComplianceWire
Education
California State University-Los Angeles 2003 — 2007
BS, Business Administration with Option in HR Management
International Consortium of Technology Professionals (ICTP), Anaheim 2001 — 2001
N/A, Cisco Advance Training
Computer Education Institute (CEI), Los Angeles 2000 — 2000
N/A, Networking Technologies
First Citizens Bank January 2015 - Present
Bridge Bank June 2013 - January 2015
Pacific Premier Bank February 2012 - June 2013
Wells Fargo Bank February 2011 - February 2012
CIT- Small Business Lending July 2006 - February 2011
Comerica Bank July 2005 - July 2006
Sunwest Bank July 2004 - July 2005
Wells Fargo Bank January 2002 - July 2004
Bank of America May 1997 - December 2001
Skills
Financial Analysis, Strategic Planning, Small Business, Real Estate, Loan Origination, Mortgage Banking, Risk Management, Treasury Management, Team Building, Cash Management, Cross Selling, Finance, Retail Banking, Sales Management, Relationship Management, SBA Lending, Management, Leadership, Loans, Coaching, Negotiation, Integrity, Training, Time Management, Business Development, SBA, Sales, New Business Development, Customer Service, Networking, Social Media Marketing, Customer Retention, Social Networking, Start-ups, Analysis
Education
Business Academy School 2001 — 2002
Business Certificate -, Business Banking, Business Industry
Executive Management School 1996 — 1997
Certificate -, Management, and Marketing
California State University-Los Angeles 1988 — 1992
BS, Criminal Justice
Industrial Motor Power Corporation January 2011 - Present
AW Corporation June 2007 - December 2010
Wells Fargo Bank June 2003 - June 2007
Skills
Sales Management, Operations Management, Energy, Negotiation, Power Generation, Contract Negotiation
Education
California State University-Northridge 2008 — 2010
Bachelors, Business Administration, Management and Operations
Los Angeles Pierce College 2003 — 2007
AA, Liberal Arts and Science
Mission Realty Services November 2011 - Present
Wells Fargo Bank March 2008 - Present
Loan Link Financial Services August 2007 - July 2008
Pinestone Mortgage, LLC March 2005 - August 2007
Wells Fargo Home Mortgage August 2003 - March 2005
GMAC Mortgage September 2000 - August 2003
Aames Home Loan July 1998 - August 2000
Aames Home Loan June 1997 - July 1998
Aames Home Loan March 1995 - June 1997
AVL Services, INC. January 1982 - March 1995
Skills
Real Estate Transactions, Real Estate Investment, Property Management
Education
California State University-Los Angeles 1991 — 1993
Pasadena City College 1990 — 1991
Architecture
Glendale Community College 1989 — 1991
Business
Hollywood High 1971 — 1974
HS Diploma
Manufacturers Bank June 2010 - Present
US Bank January 2008 - May 2010
Wells Fargo Bank 2001 - 2007
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Retail Banking, Banking, Portfolio Management, Credit, Microsoft Office, Vendor Management, Loans, Financial Services, Underwriting, Consumer Lending, Financial Analysis, Lines Of Credit, Credit Risk, Cross Selling, Asset Based Lending
Education
California State University-Long Beach - College of Business Administration
Managment Information Systems
CNM LLP October 2014 - Present
CNM LLP 2014 - 2015
CNM LLP 2014 - 2015
LAULYP 2014 - 2015
LAULYP 2014 - 2015
PwC December 2012 - October 2014
Rothstein Kass (now KPMG) November 2010 - December 2012
Wells Fargo Bank March 2010 - October 2010
Caine-Weiner May 2007 - December 2008
Skills
CPA, Accounting, Auditing, GAAP, Financial Statements, Financial Reporting, Financial Accounting, Accounts Receivable, Finance, Financial Audits, Account Reconciliation
Education
California State University-Northridge 2005 — 2010
Bachelors of Accountancy and Business Law, Accounting & Business Law
California State University-Northridge 2005 — 2010
Bachelor of Applied Science (B.A.Sc.), Accounting and Business Law
Merrill Edge September 2012 - Present
Scottrade November 2011 - August 2012
Thrivent Financial for Lutherans January 2011 - August 2011
Holiday Inn Express September 2008 - June 2010
Dr. Dixon's Office March 2007 - August 2008
Tri Counties Bank June 2006 - January 2007
Wells Fargo Bank February 2005 - September 2005
Union Bank of California April 2004 - December 2004
Central Valley YMCA June 1998 - August 2003
The Selma Enterprise September 1999 - January 2001
Skills
Sales, Customer Service, CRM, Finance, Investments, Securities, Insurance, Series 7, Series 63, Customer Retention, Microsoft Excel, Microsoft Office, PowerPoint, Sales Management, Microsoft Word, PeopleSoft, Budgets, Public Speaking, Trading, Management, Training, Marketing
Education
California State University-Monterey Bay 2008 — 2010
B.S., Business Administration
College of the Sequoias 2007 — 2008
A.A., Liberal Studies
Wells Fargo January 2015 - Present
Wells Fargo January 2014 - January 2015
Wells Fargo Bank December 2006 - December 2013
Wells Fargo Bank 2005 - 2006
Wells Fargo Bank 2001 - 2005
Wells Fargo Bank 1999 - 2001
Wells Fargo Bank June 1998 - 1999
Skills
Banking
Education
California State University-Northridge 1997 — 2001
Bachelor's degree, History
Graduate School, Retail Bank Management at Furman University
The TCW Group February 2015 - Present
BNY Mellon June 2011 - February 2015
BNY Mellon August 2010 - June 2011
BNY Mellon October 2009 - August 2010
Wells Fargo Bank November 2008 - October 2009
Bank of America January 2007 - October 2008
Bank of America May 2002 - December 2006
Skills
Fixed Income, Bloomberg, Investments, Finance, Securities, Financial Services, Alternative Investments, Strategic Financial..., Accounting, Mutual Funds, Financial Reporting, Trading, Analysis, Emerging Markets, Management, Credit, Loans
Education
California State University-Los Angeles 2008 — 2009
BA, Finance
Pasadena City College 2003 — 2006
Fordham University August 2010 - October 2011
Wells Fargo Bank August 2006 - May 2010
Best Buy August 2004 - June 2006
Golden Farms Market Plaza October 2002 - August 2004
Skills
FactSet, Bloomberg Terminal, Microsoft Excel, MS Excel Pivot Tables, MS Excel Advanced..., Microsoft Word, PowerPoint, Google Analytics, Google Docs, Point Of Sale Systems, Wordpress, Bloomberg Law, Westlaw, Lexis Nexis, Bloomberg, Corporate Finance, Valuation, Equity Research, Finance, Equities, Banking
Education
Fordham University - Graduate School of Business Administration 2010 — 2013
MBA
California State University-Northridge 2005 — 2009
Bachelor of Science
Viewpoint School August 2008 - Present
Chatsworth Hills Academy September 2003 - August 2008
Chatsworth Hills Day Camp March 2000 - August 2008
Chatsworth Hills Academy June 2002 - September 2003
Wells Fargo Bank August 2001 - May 2002
Skills
Microsoft Office, Word, PowerPoint, Excel, Adobe Creative Suite, Blackbaud/Razor's Edge, PCR Educator, HTML, Microsoft Word, Marketing, Microsoft Excel, Advertising, Editing, Outlook, Photoshop, Social Media, Adobe Acrobat, Proofreading, Teaching
Education
California State University-Northridge 1996 — 2000
BA, Child Development, Deaf Studies
California State University 1994 — 2000
BA, Child Development
California State University-Northridge 1994 — 2000
BA, Deaf Studies
Wells Fargo Advisors, LLC August 2014 - Present
JPMorgan Chase April 2013 - May 2014
Wells Fargo Bank April 2007 - April 2013
First Wholesale Lending Inc February 2005 - December 2007
Skills
Investments, Insurance, Finance, Relationship Management, Retirement, Leadership, Financial Analysis, Management, Securities, Retirement Planning, Financial Services, Cross Selling, Mentoring
Education
Pepperdine University School of Law 2011 — 2012
Strauss Institute, Certification in Dispute Resolution, Dispute Resolution
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
Master of Business Administration (M.B.A.), Dispute Resolution
California State University-Northridge 2001 — 2006
Bachelor’s Degree, Management Information Systems; Information Technology
Fairfax High School 1998 — 2001
High School
Wells Fargo July 2015 - Present
Wells Fargo Corporate Risk April 2013 - June 2015
Wells Fargo Bank February 2009 - April 2013
Freeman-Sullivan Corporation August 2008 - February 2009
Wells Fargo Bank, N.A. November 2004 - August 2008
Charles Schwab & Co., Inc. 1999 - 2004
Skills
Analysis, Analytics, SAS, Unix, Predictive Modeling, Statistics, Strategy, R, Time Series Analysis, Predictive Analytics, Business Analysis, Business Intelligence, Data Mining
Education
West Coast School of Law 2004 — 2007
J.D., B.A., Law
University of California, Berkeley 1984 — 1994
Ph.D., Quantitative Psychology
California State University-Northridge 1982 — 1984
M.A., General-Experimental Psychology
DCMetals November 2004 - Present
Wells Fargo Bank February 1995 - January 2005
Skills
Benefits Administration, Employee Relations, Management, Recruiting, Sales, Employee Training, Marketing
Education
California State University-Northridge 1996 — 2000
BS, Industrial Organizational Psychology
Wells Fargo Bank February 2011 - Present
Wells Fargo Bank October 2005 - February 2011
Wells Fargo Financial October 2003 - September 2005
Skills
Small Business Lending, Mortgage Lending, Loans, Commercial Lending, Banking, Lines Of Credit, Consumer Lending
Education
California State University-Los Angeles 2001 — 2003
Wells Fargo Bank February 2010 - Present
Ledgent November 2005 - April 2007
Meridian Sports Club 2000 - 2004
Education
California State University-Los Angeles 1996 — 2000
Public Relations
United Teachers of Pasadena July 2010 - Present
National Education Association July 2004 - Present
Pasadena Unified School District September 1994 - Present
California Teachers Association October 2003 - June 2012
Home Savings of America May 1990 - September 1994
Wells Fargo Bank June 1988 - March 1990
Education
California State University-Northridge 2005 — 2007
Master's degree, Public Administration
University of Redlands 1987 — 1991
BS, Biology, Chemistry
The Chase Manhattan Bank March 2005 - Present
Wells Fargo Bank July 1995 - January 2005
Education
California State University-Northridge 1989 — 1995
Political Science
LA Law Library October 2011 - Present
Cerritos Library November 2007 - Present
CERRITOS PUBLIC LIBRARY November 2007 - Present
Cerritos Library November 2007 - Present
Anaheim Central Library August 2006 - Present
City of Anaheim August 2006 - May 2011
Tweedy Elementary School December 2000 - January 2007
Wells Fargo Bank February 2000 - November 2000
Skills
Library, Cataloging, Collection Development, Research, Electronic Resources, Books, Teaching, Library Science, Library Instruction, Information Literacy, Library Research, Library Reference, Library Management, Public Libraries, Management, Metadata, Digital Libraries, Online Research, Digitization, Libraries
Education
University of Southern California 2015 — 2016
Master of Management in Library and Information Science, Library and Information Science
California State University-Los Angeles 2001 — 2004
BA, Liberal Studies
RIO HONDO COMMUNITY COLLEGE 1996 — 2001
A.A, General Studies
JPMorgan Chase N.A. January 2010 - Present
wells fargo bank January 2003 - May 2009
Education
California State University-Long Beach - College of Business Administration 2007 — 2012
Bachelor's, Finance with emphasis in investments
Wells Fargo Bank March 2011 - Present
Wells Fargo Financial November 2005 - March 2011
Wells Fargo Financial January 1989 - November 2005
Wells Fargo Financial March 1987 - January 1989
Skills
Consumer Lending, Loans, Banking, Bank Secrecy Act, Mortgage Lending, Credit, Electronic Payments, Mortgage Banking, Loan Origination, Portfolio Management, Operational Risk, Financial Services, Call Centers, Refinance, Fraud, Operational Risk..., AML, Credit Risk, Financial Risk, Financial Analysis, Credit Analysis, Risk Management, Underwriting, Finance, Executive Management, Credit Cards, Retail Banking, Commercial Lending, OFAC, Commercial Banking, KYC, Loss Mitigation, USA PATRIOT Act, Loan Servicing, Financial Institutions, Branch Management, Relationship Management, Residential Mortgages
Education
California State University-Los Angeles 1978 — 1981
Bachelor of Science (B.S.), Business Administration and Management, General
Genentech March 2007 - Present
Well's Fargo Bank March 2006 - December 2006
Greenpoint Mortgage June 2005 - March 2006
Kaiser Permanente March 2005 - June 2005
Skills
User Acceptance Testing, Visio, Vendor Management, Business Analysis, Process Improvement, Requirements Analysis, Software Project..., Business Intelligence, PMO, Software Documentation, Training, SDLC, Requirements Gathering, SharePoint, Business Process, Business Requirements
Education
California State University-Northridge
BS, Business Admin.
Wells Fargo Bank May 2007 - Present
Wells Fargo Bank April 2003 - May 2007
Wells Fargo Private Bank 1999 - 2003
Education
California State University-Los Angeles
Bachelor of Science (BS), Business Administration and Management, General
Citibank July 2005 - Present
Wells Fargo Bank July 1996 - June 2005
Skills
Management, Retail Banking, Series 63, Banking, Lines Of Credit, Series 6, Cross Selling, Commercial Banking, Small Business Lending, Securities, Series 7, Process Improvement, Credit, Mortgage Lending, Loans, Home Equity Lines of..., Life & Health Insurance..., Finance, Risk Management, Relationship Management, Portfolio Management, Financial Services
Education
California State University-Northridge
Bachelor of Arts, Communictions
Clarizen November 2012 - Present
BrightEdge June 2012 - November 2012
SAP December 2011 - June 2012
Clarizen March 2008 - December 2011
California People Search, Inc. November 2007 - March 2008
Eli Lilly and Company June 2006 - November 2007
Wells Fargo Bank November 2004 - November 2005
Skills
Cloud Computing, Cloud Applications, Enterprise Software, Account Management, Project Portfolio..., Sales Presentations, SaaS, Consultative Selling..., Webinars, Strategy, Management, Competitive Analysis, Sales Process, Sales Operations, Selling, Leadership, Sales, Salesforce.com, Strategic Partnerships, Start-ups, Consultative Selling
Education
California State University-Monterey Bay 2002 — 2004
BS, Business
Gonzaga University 1995 — 1996
Wells Fargo Bank June 2006 - Present
Buena Vista Television 2003 - 2006
Skills
Legal Writing, Management
Education
University of California, Los Angeles 2004 — 2005
Paralegal Certificate, Law
California State University-Los Angeles 1992 — 1997
B.S., Criminal Justice
KPMG LLP March 2010 - Present
Resources Global Professionals January 2010 - March 2010
DAFC November 2009 - March 2010
United Commercial Bank 2003 - November 2009
Federal Reserve Bank of San Francisco 2001 - 2003
Wells Fargo Bank 2000 - 2001
GE Capital 1999 - 2001
Imperial Bank 1995 - 1999
Federal Deposit Insurance Corporation 1990 - 1995
Skills
Credit, Compliance, Risk, Loans, Banking, Bank Regulation, Financial Risk, AML, Banking Law, Credit Risk, Commercial Banking, Risk Management, Internal Controls, Portfolio Management, Mergers & Acquisitions, Due Diligence, Treasury Management, Enterprise Risk..., Corporate Finance, Commercial Lending, Operational Risk
Education
University of Southern California - Marshall School of Business 1996 — 1999
MBA, Finance and International Business
California State University-Los Angeles 1988 — 1990
B.S., Finance
Downs & Downs, CPA January 2009 - Present
Northwest Alpacas Ltd. September 2006 - February 2011
Wells Fargo Bank December 2002 - May 2006
Murray S. Hutchings Accountancy Corp November 1992 - April 1995
Charles R. Lewis CPA February 1987 - April 1992
PMC Inc. November 1981 - February 1987
Skills
Account Reconciliation, General Ledger, Journal Entries, Cash Flow, Individual, Corporate &..., Accounting, Tax Preparation, Tax, QuickBooks, Bank Reconciliation, Tax Returns, CPA, Financial Reporting, Budgets, Financial Analysis, Internal Controls, Microsoft Office, Financial Accounting, Bookkeeping, Accounts Receivable, Corporate Tax, Payroll
Education
California State University-Northridge 1977 — 1979
BS, Accounting
Whittier College 1969 — 1974
Wells Fargo Bank June 2011 - Present
Wells Fargo June 2011 - Present
Wells Fargo December 2010 - June 2011
Wells Fargo January 2010 - December 2010
Wells Fargo January 2009 - December 2009
Wells Fargo February 2008 - December 2008
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
Masters, Business Administration; an emphasis in Finance
California State University-Long Beach - College of Business Administration 2003 — 2007
Series 7 & 66
Wells Fargo Bank 2014 - 2015
PayPal March 2013 - August 2013
Yahoo! Inc. 2007 - 2012
Visual Design Solutions 1993 - 2006
Apple 1991 - 1993
Xerox Corporation 1989 - 1991
Xerox 1987 - 1990
Skills
Visual Interface Design, UX Design, Project Management, Knowledge Management, Design Operations, Member of Toastmasters, Financial Operations, User Experience Design, User Interface Design, User Experience, Leadership, Training, Software Project..., Interaction Design, Visual Design, User-centered Design, User Interface, Information Design, User Research, Information Architecture, Mobile Applications, Management, Usability Engineering, Graphic Design, Wireframes, E-commerce
Education
California State University-Northridge
Bachelor of Arts (B.A.), 3D Art - Industrial Design
Wells Fargo Securities November 2011 - Present
Waltech Inc May 2011 - November 2011
Federal Home Loan Bank of San Francisco September 2010 - September 2011
Waltech Inc July 2004 - May 2011
Wells Fargo Bank April 2008 - September 2010
Countrywide Securities Corporation July 2004 - March 2008
Cummins Inc. February 2003 - July 2004
KPIT Cummins September 2000 - July 2004
Sungrace Computers June 1999 - August 2000
Sutra Systems India Pvt. Ltd. June 1998 - June 1999
Skills
Business Analysis, Application Architecture, Agile Methodologies, Calypso, SQL, SDLC, Java, Microsoft SQL Server, XML, Derivatives, C#, SOA, Integration, Software Project..., Requirements Analysis, Java Enterprise Edition, Fixed Income, Software Development, CRM, Product Management, Product Development, Sybase, Market Data, Interest Rate..., Trading, Equities, Back Office, Oracle, Bloomberg, Bonds, Credit Derivatives, Swaps, Web Services, Middle Office, Risk Management, Commodity, Financial Risk, Scrum, Quantitative Analytics, Trading Systems, Financial Services, Requirements Gathering, Analysis, Capital Markets, Investment Banking, Market Risk
Education
University of California, Davis - Graduate School of Management 2010 — 2013
MBA
California State University-Los Angeles 2006 — 2007
Certificate in Business Management
Pune Institute of Computer Technology 1994 — 1998
Bachelor of Engineering
Prudential Financial March 2008 - September 2012
Union Bank of California March 2000 - March 2008
City National Bank 1999 - 1999
Wells Fargo Bank 1999 - 1999
Sumitomo Mitsui Banking Corporation 1998 - 1998
First Interstate Bank/Wells Fargo Bank 1996 - 1998
Bank of America 1993 - 1995
Security Pacific National Bank/Bank of America 1986 - 1993
Skills
401k, Retirement Plans, Retirement Plan..., Pensions, Series 6, Series 63, California Life &..., Retirement Planning, Employee Benefits, Defined Benefit, Mutual Funds, Financial Services, Investments, Wealth Management, Securities, Mergers & Acquisitions, Management
Education
California State University-Northridge 1982 — 1985
Bachelor's degree, Business Administration (Finance)
RPM Mortgage Inc November 2012 - February 2014
United American Mortgage Corporation December 2011 - November 2012
Union Bank May 2011 - December 2011
Wells Fargo Bank October 2007 - May 2011
Skills
Mortgage Banking, VA loans, Loan Origination, Refinance, Mortgage Lending, Loans, FHA, Mortgage Underwriting, Underwriting, Real Estate Transactions, Sales, Residential Mortgages, Credit, Short Sales, Real Estate, USDA, Selling, Certified Mortgage..., Loan Servicing, Government Loans, FHA financing, Construction Loans, Real Estate Financing, Reverse Mortgages, VA Loans
Education
California State University-Long Beach - College of Business Administration 1976 — 1980
Business Finance
Portola Jr High
Portola jr high
Wells Fargo October 2013 - Present
Wells Fargo Bank July 2010 - Present
Wachovia Bank July 2007 - July 2010
Citibank, N.A. November 2005 - July 2007
Fulton & Meyer 2000 - 2005
Skills
Credit, Small Business Lending, Financial Analysis, Banking, Business Development, Leadership, Loans, Finance, Due Diligence, Analysis, Recruiting, Management, Customer Service, Commercial Lending, Sales, Risk Management, Loan Origination, Portfolio Management, Mortgage Lending, Marketing Strategy, Commercial Mortgages
Education
California State University-Northridge 2000 — 2004
B.S., Business Administration with an emphasis in Finance and Marketing
Glenair June 2013 - Present
S1 Corporation September 2000 - November 2006
Wells Fargo Bank October 1998 - September 2000
Skills
Product Management, Product Marketing, Product Launch, Product Lifecycle..., Product Development, Software Development, Product Support, CRM, Business Analysis, Cross-functional Team..., Vendor Management, Testing
Education
California State University-Northridge 2010 — 2012
Bachelor of Arts (B.A.), Sociology/Criminology
College of the Canyons 2006 — 2008
Associate of Science, Administration of Justice
Wells Fargo Bank September 1995 - Present
Wells Fargo January 2009 - August 2011
Skills
Banking, Commercial Banking, Cross Selling, Consumer Lending, Small Business Lending, Sales, Retail Banking, Loans, Sales Management, Mortgage Lending, Credit, Commercial Lending, Management, Credit Analysis, New Business Development
Education
California State University-Los Angeles 1990 — 1992
Bachelor's degree, Finance and Financial Management Services
Orange Coast College 1988 — 1990
Associate of Arts (A.A.), Culinary Arts/Chef Training
UCLA 1986 — 1988
Business/Managerial Economics
Vintage Senior Living September 2007 - Present
Medic-1/Rescue Services International Ambulance November 2006 - Present
Renaissance Senior Living May 2003 - August 2007
Wells Fargo Bank December 1998 - August 2003
Education
California State University-Long Beach - College of Business Administration 2001 — 2004
Accounting
Saddleback College 1999 — 2001
Associates, General
Wells Fargo Bank 2002 - Present
Wells Fargo Bank 2011 - 2012
Skills
SDLC, Business Analysis, Banking, Vendor Management, Risk Management, Program Management, IT Strategy, Project Portfolio..., Process Improvement, Business Process..., Financial Services, Visio, PMO, IT Management, Disaster Recovery, PMP, Business Requirements, Software Project..., SharePoint
Education
California State University-Los Angeles
Master's degree, Speech Communication and Rhetoric
California State University-Los Angeles
Master of Arts (MA), Communication, General
Far Rockaway High School
BBVA 2013 - Present
Chase 2011 - 2013
Commercial Lending Capital 2009 - 2011
First National Bank Of Southern California 2007 - 2009
Pacific Mercantile Bank 2005 - 2007
Wells Fargo Bank 2003 - 2005
Bank of America 1998 - 2003
Citibank 1989 - 1998
Skills
Business Development, Commercial Banking, Commercial Lending, Accounts Receivable..., Treasury Management, Lines Of Credit, Leasing, Payroll, SBA Lending, Social Networking, ACT! Contact Management, Microsoft Office, Web Applications, Coaching, Insurance
Education
California State University-Los Angeles 1984 — 1985
Business Administration
California State University-San Bernardino 1982 — 1984
Genentech April 2013 - Present
Genentech May 2009 - Present
Genentech December 2008 - May 2009
Wells Fargo Bank December 2001 - March 2008
Skills
Healthcare, Software Documentation, Managed Care, Customer Service, HIPAA, Outlook, Microsoft Excel, PowerPoint, Data Analysis, Research, Quality Assurance, Conflict Resolution, Leadership, Microsoft Office, Process Improvement, Coaching, Call Centers, Program Management, Biotechnology, Project Management, Strategic Planning, Team Leadership, Public Speaking
Education
California State University-Northridge 2001 — 2005
BS, Bio Kinesiology emphasis Exercise Science
UC Berkeley 2012 — 2012
Certificate IP, Clinical Trial Conduct and Managment
Union Bank May 2012 - Present
Wells Fargo Bank February 2010 - July 2011
JPM Chase October 2008 - December 2010
Washington Mutual Bank July 2002 - October 2010
Washington Mutual Bank October 1997 - June 2002
Skills
SDLC, Requirements Gathering, Process Improvement, Business Analysis, Business Requirements, User Acceptance Testing, Visio, Project Planning, Leadership, Banking, Access, Vendor Management, Requirements Analysis, Business Intelligence, Training, Budgets, Business Process..., Business Process, Risk Management, Project Portfolio..., Program Management, Databases, Software Documentation, Analysis, Data Analysis, IT Strategy, SharePoint, Testing, PMO, Project Management, Integration, PMP
Education
California State University-Northridge 1971 — 1973
History
Agent Image June 2013 - Present
Hillstone Restaurant Group June 2008 - June 2013
Wells Fargo Bank February 2005 - February 2008
Skills
Web Marketing, SEO, Restaurant Management, Food Service, Food & Beverage, Restaurants, Hospitality, Event Planning, Retirement Planning, Strategic Financial..., Finance, Banking, Customer Service
Education
California State University-Northridge 2000 — 2003
BA, Communications Studies
Cal State University of Northridge
Bachelor of Science (BS), Communication and Media Studies
Citigroup November 1998 - Present
Wells Fargo Bank 1985 - 1997
Skills
Finance, Loans, Banking, Credit Cards, Credit, Commercial Banking, Real Estate, Portfolio Management, Commercial Lending, Credit Analysis, Credit Risk, Relationship Management, Small Business Lending, Mortgage Lending
Education
California State University-Long Beach - College of Business Administration 1988 — 1991
BS, Business
Garden Grove High School 1979 — 1983
JP Morgan Securities January 2015 - Present
JP Morgan Chase Bank, N.A. November 2011 - December 2013
Chase Investment Services Corp. June 2011 - October 2011
JPMorgan Chase March 2010 - May 2011
Wells Fargo Bank April 2007 - September 2009
Bank of America May 2005 - April 2007
Education
California State University-Northridge 2007 — 2009
BS, Business Finance and Real Estate
Monsanto Company October 2014 - Present
Gold Coast Health Plan October 2013 - October 2014
County of Santa Barbara June 2007 - October 2013
Interface Children and Family Services 2005 - 2007
Wells Fargo Bank 1999 - 2004
Skills
Recruiting, Human Resources, Performance Management, Public Speaking, Coaching, Community Outreach, Government, Applicant Tracking..., Training, Non-profits, Policy, Team Leadership, System Administration, Public Policy, Budgets, Leadership, Analysis, Fundraising, Nonprofits, Management, Organizational..., Interviews, Employee Relations, Leadership Development, Onboarding, Staff Development, Program Management, Conflict Resolution, Career Counseling
Education
California State University-Northridge 2006 — 2008
MPA, Public Administration
University of California, Los Angeles 2001 — 2003
BA, Sociology and Spanish
Ventura College 1999 — 2002
AA, General Education
AT&T Mobility July 2013 - Present
Wells Fargo October 2009 - October 2012
Wells Fargo Bank September 2009 - October 2012
Countrywide Home Loans August 2002 - September 2008
Home-Owners Marketing Services, Inc January 1998 - March 2002
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, English, Research, Banking, Java, SQL
Education
California State University 2006 — 2009
Bachelor of Science, Business Administration, Finance
California State University-Northridge 2005 — 2009
finance, Banking, Corporate, Finance, and Securities Law
Clarence Killion Farms Inc June 2006 - Present
Wells Fargo Bank 1994 - 2005
Wells Fargo August 1965 - March 1994
Skills
Network Design, Network Engineering, Network Architecture, Budgets, Integration, IP, Visio, System Deployment, Customer Service, Strategic Planning, Team Building, Windows, Project Management, Leadership, Process Improvement, Management, Training, Project Planning, Operations Management, Coaching, New Business Development
Education
California State University-Northridge 1976 — 1979
Computer Science
Cal State University Los Angeles 1970 — 1975
BSEE, Computer Design, A
California State University-Los Angeles 1970 — 1975
Bachelor of Science - Engineering, Computer and Logic Design
Pasadena College 1963 — 1966
Attended 2 year before Vietnam, Engineering Physics/Applied Physics
Wells Fargo November 2013 - Present
Wells Fargo March 2010 - November 2013
Wells Fargo Bank May 2006 - March 2010
Skills
Commercial Banking, Banking, Customer Service, Exceeding Customer..., Customer Experience, Strategic Partnerships, Project Management, Portfolio Management, Treasury Management, Customer Retention, Process Improvement, Sales, Cross Selling, Organization, Lines Of Credit, Loans, Referrals, Microsoft Excel, Access, Credit, Accounting, Outlook, Finance, Retail Banking, Leadership, Financial Analysis, Cash Management, Asset Based Lending, Loan Origination, Credit Analysis, Middle Market, Risk Management, Commercial Mortgages, Treasury Services, Relationship Management, Cash Flow Lending, Credit Cards, Credit Risk, Financial Services, Working Capital..., Real Estate Financing, Fixed Income, Payment Systems
Education
University of California, Los Angeles 2012 — 2013
Accounting
California State University-Long Beach - College of Business Administration 2004 — 2009
BS, Finance
Meggitt Safety Systems October 2012 - Present
Fredi and Sons, Inc. May 2010 - Present
Accurate Electronics January 2011 - April 2011
Wells Fargo Bank November 2006 - November 2008
Fredi and Sons June 2002 - October 2006
Skills
Cross-functional Team..., Six Sigma, Continuous Improvement, Lean Manufacturing, Quality Assurance
Education
California State University-Northridge 2009 — 2010
Masters, Engineering Management, 3.8
University of California, Santa Barbara 2003 — 2005
Bachelors, Business Economics
LAUP September 2014 - Present
Education Management Systems, EMS August 2013 - August 2014
Tax & Business Consulting Group February 2011 - August 2013
Wells Fargo Bank October 2005 - December 2007
Education
California State University-Northridge 2005 — 2010
Bachelor of Science (B.S.), Accountancy
Wells Fargo Bank August 2006 - Present
Target February 2003 - June 2006
Skills
Leadership, Management, Customer Service, Sales, Recruiting, Staff Development, Sales Coaching, Service Management, Employee Engagement, Hiring, Customer Satisfaction, Call Centers, Facebook, Marketing, Research, Microsoft Office, Social Networking, Microsoft Excel
Education
California State University-Los Angeles 2002 — 2006
Pre-Nursing Studies
Bonita High School 1998 — 2002
Coca-Cola Enterprises August 2014 - Present
First Data Merchant Services February 2010 - July 2014
JP Morgan Chase October 2008 - January 2010
Wells Fargo Bank September 2001 - October 2008
Wells Fargo Bank 2005 - 2007
Skills
Presenter, Business Development, Strategic Partnerships, Business Relationship..., Sales Management, Loans, E-commerce, Leadership, Management, Social Media, CRM, Team Building, Management Consulting, New Business Development, Strategy, Finance, Sales, Customer Retention, Banking, Portfolio Management, Marketing Strategy, Credit, Time Management, Small Business, Sales Operations, Branch Banking, Financial Services, Executive Management, Program Management, Mergers & Acquisitions, Commercial Banking
Education
California State University-Monterey Bay 1999 — 2001
College of International Business and Management, Business, Management, Technology
University of San Diego, High School
Miller, Kaplan, Arase & Co., LLP July 2011 - Present
Robert Half International January 2011 - June 2011
Wells Fargo Bank September 2010 - January 2011
Education
California State University-Long Beach - College of Business Administration 2007 — 2010
Bachelors of Science, Accounting and Finance
Union Bank May 2012 - Present
Fifth Third Bank July 2009 - January 2012
Hana Financial, Inc. April 2005 - April 2009
Wells Fargo Bank January 2001 - April 2005
Blossom Casuals Inc August 1993 - January 2000
Skills
Mortgage Lending, Banking, Credit, Commercial Lending, Consumer Lending, Sales Management, Small Business Lending, Commercial Banking, Loans, Portfolio Management, Strategic Planning, Management, Credit Analysis, Underwriting
Education
California State University-Los Angeles 1991 — 1996
B.S, Production Operation Management
Wells Fargo Bank July 2005 - Present
Skills
Achieving Results, Training & Development, Team Motivator, Credit Analysis, Mortgage Banking, Financial Services, Customer Service, Public Speaking, Fast Learner, High Organizational..., Underwriting, Financial Risk, Financial Analysis, Cash Management, Team Building, Private Banking, Marketing, Employee Training, Credit Cards, Credit Risk, Portfolio Management, Treasury Management
Education
California State University-Northridge 2006 — 2008
Finance, Bachelor of Science in Finance
East West Bank 2012 - Present
Wells Fargo Bank 2005 - 2011
Wells Fargo Bank 2003 - 2005
Wells Fargo Bank 2001 - 2002
Skills
Banking, Credit Analysis, Financial Analysis, Credit Risk, Commercial Lending, Underwriting, Risk Assessment, Financial Reporting, Financial Modeling, Budget Analysis, Risk Management, Risk Mitigation, Portfolio Management, Commercial Credit, Credit Review, Treasury Management, Moody's Risk Analyst, Excel, Word, Outlook, Loans
Education
California State University-Los Angeles
Bachelor of Science, Business Administration Management
University of California, Los Angeles
Accounting
Wells Fargo’s Wholesale University
Certified Financial Analyst
Wells Fargo’s Wholesale University
Certified Credit Manager
Wells Fargo Bank October 2011 - Present
Wells Fargo April 2008 - September 2010
Wells Fargo September 2006 - July 2007
Skills
Management, Finance, Sales, Mortgage Lending, Banking, Loans, Credit, Retail Banking, Credit Analysis, Consumer Lending, Commercial Banking, Loan Origination, Portfolio Management
Education
California State University-Los Angeles 2007 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wells Fargo Advisors 2013 - Present
Wells Fargo Bank 2007 - 2013
Home Improvement & Design Center Inc. August 2005 - May 2007
JPMorgan Chase 2007 - 2007
Skills
Loans, Banking, Cross Selling, Financial Analysis, Small Business Lending, Lines Of Credit, Consumer Lending, Commercial Banking, Credit, Funding, Mortgage Lending, SBA, Loan Origination, Series 7, Series 63, Series 6, Investment Banking, Retirement Planning, Investment Advisory, Corporate Finance, Cash Management, Treasury Management, Financial Services, Mortgage Banking, Wealth Management, Portfolio Management, Deposits, Finance, Branch Management, Strategic Financial..., Relationship Management, Underwriting, Mutual Funds, Executive Management, Risk Management, Home Equity, Private Banking, Financial Risk, Asset Based Lending, Retail Banking, Investments, Residential Mortgages, FHA, 401k Rollovers, IRAs, Fixed Annuities, Insurance, VA loans
Education
California State University-Northridge 2001 — 2006
Bachelor of Science, Business Management
City National Bank May 2014 - Present
Wells Fargo Bank September 2010 - March 2014
Wells Fargo February 2002 - October 2010
City National Bank February 1997 - July 1999
Skills
Finance, Banking, Investments, Critical Thinking, Criticality Analysis, Teamwork, Confidence Building, Competitive, Creative Strategy, Microsoft Office, Sales, Small Business Lending, Customer Service, Loans, Cross Selling, Retail Banking, Credit, Lines Of Credit, Relationship Management, Branch Management, Profit, Retail, Commercial Lending, Consumer Lending, Loan Origination
Education
California State University-Northridge 1996 — 1999
Bachelor of Business Administration (BBA), Finance and Business Administration, Finance and Business Admin
Glendale Community College 1993 — 1996
Associate's degree, Business Administration and Management, General
Osder Financial Group July 2014 - Present
Wells Fargo Bank February 2014 - July 2014
chase September 2009 - November 2013
woodland hills March 2006 - August 2009
woodland hills Ca April 1994 - March 2006
Skills
Mortgage Lending, Business Development, Interviews, Loans, Time Management, Analysis
Education
csun 1986 — 1988
bachelors degree
California State University-Northridge