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 September 2014 - Present
Wells Fargo Bank November 2013 - July 2014
Wells Fargo Bank August 2008 - November 2013
Wells Fargo Bank May 2005 - August 2008
Wells Fargo September 2004 - May 2005
Skills
Banking, Management, Sales, Customer Service, Credit, Selling, Loans, Coaching, Consumer Lending, Recruiting, Applicant Tracking..., Mortgage Lending, Small Business Lending, Series 6, Series 63, California life Only..., California Variable Life, Series 7
Education
California State University-Sacramento 2013 — 2015
BA, Business Administration- Risk Management & Financial Planning
River City High School 2003-2004 2003 — 2004
High School Diploma, General Education
Trinchero Family Estates April 2015 - Present
UC Davis Graduate School of Management August 2014 - Present
Ghirardelli Chocolate Company February 2014 - May 2015
ThyssenKrupp Aerospace NA / TMX Aerospace October 2011 - November 2013
Wells Fargo Bank 2009 - 2011
California State University, Sacramento 2006 - 2010
Tuscon Manufacturing, LLC January 2005 - August 2005
Skills
Marketing, Sales, CRM, Customer Service, Supply Chain Management, Email Marketing, Business Development, Advertising, Event Planning, Training, Project Management, Customer Satisfaction, Process Improvement, Six Sigma, Adobe Creative Suite, SPSS, Statgraphics, Microsoft Office: Word,..., Special Events..., AS9100, EDI, JIT, Kanban, Lean Fundamentals, 6S, Forecasting, Shortage Control, Export Control..., Development of..., International Marketing, JD Edwards, Cognos, Sharepoint, Trade Marketing, Microsoft Excel
Education
University of California, Davis - Graduate School of Management 2014 — 2017
Master of Business Administration (MBA)
California State University-Sacramento 2006 — 2010
B.S. Business Administration, Marketing and International Business
Sacramento City College
Graphic Communication
Tokay High School
University of California, Davis - Graduate School of Management
University of California, Davis - Graduate School of Management
Wells Fargo Bank February 2011 - Present
Old Navy October 2009 - December 2010
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Event Planning, Marketing, Social Media, Spanish, Retail, Fundraising, Team Building, Strategic Planning, Research, Non-profits, Consumer Lending, Lines Of Credit
Education
CSU Sacramento 2012 — 2015
Bachelor's, Business Administration and Management, General
City College of San Francisco 2006 — 2010
Associates, Social and Behavioral Sciences
Merrill Edge October 2014 - Present
J.P. Morgan Chase Bank N.A. July 2014 - October 2014
J.P. Morgan Securities LLC. February 2013 - June 2014
JPMorgan Chase April 2011 - February 2013
Wells Fargo Bank October 2008 - April 2011
Skills
Retirement Planning, Asset Management, Insurance, Financial Planning, Mutual Funds, Risk Management, Finance, Branch Banking, Management, Uniform Combined State..., Strategic Financial..., Customer Service, Sales Management, Securities, Investment Strategies, Investment Advisory, Cash Management, Cross Selling
Education
CSU Sacramento 1999 — 2003
Business
De La Salle High School 1996 — 1999
Saint Mary's High School 1995 — 1996
General
East West Bank April 2014 - Present
Chase Bank October 2011 - March 2014
Citibank June 2010 - October 2011
Manufacturers Bank April 2009 - May 2010
Wells Fargo Bank May 2000 - April 2009
KROQ-FM March 1998 - April 1999
jobs.com January 1997 - February 1998
Skills
Commercial Banking, Banking, Credit, Commercial Lending, Business Development, Loans, Portfolio Management, Cash Flow, Management, Financial Analysis, Finance, Mortgage Lending, Small Business Lending, Relationship Management
Education
California State University-Sacramento 1994 — 1997
Bachelors, Communications
Wells Fargo December 2013 - Present
Wells Fargo Bank April 2007 - Present
Skills
Customer Service, Microsoft Office, Data Entry, Event Planning, Outlook, Banking, Administrative..., Microsoft Excel, Access, Office Management, Fundraising, Administration, Office Administration, Time Management, Spreadsheets, Telephone Skills, PowerPoint, Invoicing, Administrative..., Finance, Relationship Management, Leadership, Small Business Lending, Commercial Lending, Loans, Credit Analysis, Commercial Banking, Credit
Education
CSU Sacramento
Stitch Fix February 2015 - Present
Wells Fargo December 2012 - Present
Wells Fargo Bank October 2008 - December 2012
Mitchell Brewer Richardson September 2007 - October 2008
Skills
Investments, High Net Worth..., Estate Planning, Banking, Wealth Management, Retirement Planning, Financial Services, Strategic Financial..., Risk Management, Financial Planning, Relationship Management, Wealth Management...
Education
Campbell University 2007 — 2008
Master's degree, Trust and Wealth Management
Campbell University 2004 — 2007
Juris Doctorate, Law
UNC Chapel Hill 2000 — 2004
Bachelor of Arts (B.A.), Broadcast Journalism
Trimberger Family Foundation 2000 - Present
First Interstate Bank 1987 - 1989
Wells Fargo Bank 1983 - 1987
Wells Fargo Bank 1979 - 1983
Aetna, Cravens & Dargan 1978 - 1979
Westland Mortgage 1973 - 1978
Stadtsparkasse Koln May 1977 - September 1977
Henderson, Diederichs & Dryer June 1973 - August 1973
Skills
Nonprofits, Fundraising, Community Outreach, Customer Service, Coaching, Program Management
Education
California State University-Sacramento 1973 — 1978
Bachelor's Degree, Business Administration with concentration in International Business, minor in Economics
St. Francis High School - Sacramento, CA. 1969 — 1973
Bank of America November 2013 - Present
California State University, San Bernardino RAFFMA January 2012 - Present
Mt. High Ski Resort December 2003 - Present
Mutual of Omaha Bank September 2011 - November 2013
Wells Fargo Bank 2006 - 2011
Skills
Banking, Credit, Portfolio Management, Commercial Banking, Loans, Business Development, Commercial Lending, Treasury Management, Leadership, Retail Banking, Small Business Lending, Budgets, Small Business, Marketing, Cross Selling, Credit Analysis, Finance, Team Building, Strategic Planning, Management, Training, Business Strategy, Customer Service, Analysis, Cash Management, Customer Satisfaction, Sales, Strategic Financial...
Education
University of La Verne 2009 — 2011
MBA, Business Administration
California State University-San Bernardino - College of Business and Public Administration 2001 — 2006
B.A., Marketing and Finance
St. Lucy's Priory High School 1998 — 2001
Wells Fargo October 2013 - Present
Wells Fargo bank July 2010 - October 2013
Skills
Credit, Banking, Loans, Consumer Lending, Mortgage Lending, Retail Banking, Credit Analysis, Cash Management, Commercial Banking, Small Business Lending, Loan Origination, Cross Selling, Financial Analysis, Commercial Lending, Mortgage Banking, Finance, Lines Of Credit, Deposits, Financial Services, Portfolio Management, People Skills, People Development
Education
University of Redlands San Diego 2014 — 2015
Master of Business Administration (M.B.A.)
California State University-San Bernardino - College of Business and Public Administration 2006 — 2013
Bachelor of Business Administration (B.B.A.), Public Administration
Credit Karma November 2014 - Present
Trulia December 2011 - July 2014
Visa March 2011 - December 2011
Wells Fargo Bank January 2009 - May 2010
Wells Fargo Bank August 2008 - January 2009
Sacramento State University March 2008 - June 2008
Skills
MS Office Suite, Mas 90, Ariba, PeopleSoft, Taleo, Jobvite, Employment-based..., ADP, Outlook, Microsoft Word, Microsoft Office, Applicant Tracking..., Customer Service, Background Checks, Onboarding, Employee Relations, Process Scheduler, Training, Talent Acquisition, Human Resources, Interviews, Time Management, Microsoft Excel, New Hire Orientations, ADP Payroll, System Administration, Hiring, Leadership, College Recruiting, Management, Organizational..., Temporary Placement, Benefits Administration, Employee Benefits, Employee Training, Payroll, HRIS
Education
California State University-Sacramento 2010 — 2010
Certification, Human Resource Certification
California State University-Sacramento 2006 — 2007
BA, Sociology
Tri Counties Bank April 2012 - Present
Tri Counties Bank August 2010 - April 2012
Wells Fargo Bank February 1997 - August 2010
Skills
Banking, Credit, Financial Analysis, Loans, Risk Management, Portfolio Management, Credit Risk, Retail Banking, Credit Analysis, Mortgage Lending, Commercial Banking, Financial Modeling, Corporate Finance, Investments, Financial Risk
Education
California State University-Sacramento
BNI Hall of Fame Chapter October 2014 - Present
The Craven Firm PLLC April 2015 - Present
C & B Motorworks, LLC January 2008 - April 2015
Thomas Craven PLLC October 2012 - March 2015
Arizona Private Lender Association 2011 - 2014
North Phoenix Bar Association January 2010 - December 2012
The Craven Law Firm PLLC April 2012 - October 2012
Smith & Craven, PLLC March 2003 - April 2012
Guy Bluff & Associates December 1999 - March 2003
Wells Fargo Bank July 1998 - October 1999
Skills
Foreclosures, Real Estate Transactions, Litigation, Bankruptcy, Real Estate, Licensing, Civil Litigation, Legal Writing, Administrative Law, business transactions, Contract Law, Personal Injury..., Commercial Litigation, Consumer Law, Construction Law, Mechanics Liens, Surety Bonds, Mortgage Lending, Easements, Zoning, Non-compete Agreements, Non-disclosure..., Copyright Law, Non-profits, Entity Formations, Business Entity..., Corporate Law, Regulation D, Business Transactions, Personal Injury, Hearings, Dispute Resolution, Nonprofits, Mediation, Arbitration, Legal Issues, Trials, Legal Advice, Legal Research, Courts, Due Diligence, Negotiation, Alternative Dispute..., Intellectual Property, Commercial Real Estate, Business Formation, Insurance Law, Networking, Team Building
Education
U and Improved 2014 — 2014
Leadership Certificate, Leadership
Referral Institute of Arizona 2014 — 2014
Certified Networker, Referral Marketing
California Western School of Law 1991 — 1994
JD, Law
University of California, San Diego 1987 — 1991
BA, Philosophy
Lake Braddock Secondary School 1986 — 1987
Munich American High School 1984 — 1986
Granite City Senior High School 1983 — 1984
Arthur Murray Dance Studio 2004 — 2006
Ballroom Dance
Wells Fargo Bank November 2012 - Present
Skills
Credit, Loans, Banking, Commercial Lending, Commercial Banking, Credit Analysis, Portfolio Management, Consumer Lending, Loan Origination, Loan Servicing, Lines Of Credit, Asset Based Lending, Mortgage Banking, Commercial Mortgages
Education
Campbell University 1978 — 1982
Bachelor of Business Administration (BBA), Trust Management
Rabo AgriFinance August 2013 - Present
Southern Tide September 2011 - Present
Wells Fargo July 2012 - July 2013
Wells Fargo Bank December 2008 - June 2012
Cape Fear Farm Credit June 2007 - December 2008
Cape Fear Farm Credit, ACA April 2007 - June 2007
Trust Company of the South June 2006 - April 2007
Jackson Hewitt Tax January 2006 - April 2006
National City Bank May 2005 - August 2005
Skills
Wealth Management, Investments, Banking, Strategic Financial..., Estate Planning, Microsoft Excel, Financial Analysis, Loans, Risk Management, Credit, Retirement Planning, Portfolio Management, Commercial Lending, Microsoft Word, PowerPoint, Microsoft Office, Financial Modeling, Commercial Banking, Accounting, Analysis
Education
Campbell University 2002 — 2007
BBA, MBA, Trust and Investment Management, Financial Planning, Finance
Western Harnett High School
Western Harnett High School
ZS Associates July 2014 - Present
Google April 2013 - April 2014
LinkedIn October 2012 - April 2013
eBay January 2012 - July 2012
Google January 2011 - January 2012
Wells Fargo Bank January 2008 - December 2010
Wachovia Bank 2007 - 2010
Yahoo! 2007 - 2007
Kelly Services 2002 - 2005
Act-1 1996 - 1998
Skills
Entrepreneur, Intimate Gathering's..., University Relations, Internet Recruiting, Direct Sourcing, College Recruiting, Applicant Tracking..., Diversity Recruiting..., Recruiting, Sourcing, Entrepreneurship, Cold Calling, Human Resources, Management, Screening Resumes, Onboarding, HR Policies, Interviews, Benefits Negotiation, Screening, Training, Talent Acquisition, Temporary Placement, Talent Management, Hiring, SDLC, Vendor Management, Technical Recruiting, Strategy, Executive Search, Contract Recruitment, Employee Relations, Staffing Services, Search, Performance Management, Consulting, Networking, Employer Branding, Recruitment Advertising, Sales, Workforce Planning, Taleo, Temporary Staffing, Leadership, Deferred Compensation, HRIS, Time Management, Resume Writing, Employee Engagement, Permanent Placement
Education
California State University-Sacramento 1990 — 1994
Bachelor of Arts, Communication Studies, Broadcast News
Wells Fargo Bank August 2011 - Present
Wells Fargo June 2009 - August 2011
Westover Financial, Inc. May 2006 - May 2009
Skills
Banking, Finance, Business Development, Commercial Banking, Loans, Cross Selling, Credit Analysis, Lines Of Credit, Commercial Lending, New Business Development, Mortgage Lending, Credit, Sales, Portfolio Management, Treasury Management, Small Business Lending
Education
California State University-San Bernardino - College of Business and Public Administration 2003 — 2005
Bachelor in Arts, Business Marketing and Administration
Crafton Hill College 2001 — 2003
Associates in Arts, Business Administration
Wells Fargo Bank August 2006 - Present
Wells Fargo May 1999 - July 2006
Skills
Credit, Loans
Education
California State University-Sacramento 1994 — 1997
BS, Recreation Administration
Wells Fargo Bank April 2007 - Present
Bank of America June 2001 - April 2007
Skills
Wealth Management, Trust Services, Estate Planning, Retirement Planning, IRA's, Investments, Team Leadership, Board of Director...
Education
Campbell University
Bachelor of Business Administration (BBA), Minor in Financial Planning
Wells Fargo Bank January 2006 - Present
Skills
SBA, Commercial Lending, Business Acquisition..., Small Business Lending, Cash Flow Lending, Financial Services, Financial Analysis, SBA 504, Credit Analysis, Mergers, Commercial Banking, Credit, Loans, Management, Leadership
Education
California State University-Sacramento 2003 — 2005
Bachelor of Science (BS), Business Administration - Finance
Sierra College 2001 — 2003
Associate of Arts and Sciences (AAS), Business
AIDEA July 2013 - Present
Wells Fargo Bank May 2008 - July 2013
Wells Fargo Financial February 2005 - May 2008
Wells Fargo Financial February 2004 - February 2005
Skills
Loan Origination, Government Loans, Commercial Real Estate, Lines Of Credit, Bridge Loans, Bridge Financing, Financial Analysis, Financial Risk, Corporate Finance, Corporate Communications, Community Outreach, Board Relations, Board of Director..., Audit Committee, Credit, Credit Analysis, Small Business, Business Process, Cash Flow, Payroll, Client Aquisition, Merchant Services, FX Hedging, Foreign Exchange, Banking, Commercial Banking, Banking Relationships, Interest Rate Swaps, Financial Structuring, Credit Enhancement, Project Coordination, Energy Industry, Finance, Small Business Lending, Board of Directors, Financial Services, Commercial Lending, Cross Selling, Credit Risk, Relationship Management, Portfolio Management, SBA, Commercial Mortgages, Series 7, Cash Management, Wealth Management
Education
CSU Sacramento 1999 — 2001
Bachelor's degree, Communication and Media Studies
Wells Fargo May 2014 - Present
Wells Fargo Bank January 2010 - October 2013
Wells Fargo July 2008 - December 2009
Today's Office Professionals April 2007 - June 2008
Commerce Bank 2004 - 2008
Skills
PeopleSoft, Outlook, PowerPoint, Word, Excel, Staff Management, SharePoint, Banking, Recruitment/Retention, Conducting Interviews, Interview Prep, Customer Service, Interviews, Microsoft Office, Microsoft Word, Microsoft Excel, Onboarding, Recruiting, Payroll, Deferred Compensation, Employee Benefits, Temporary Placement, Human Resources
Education
Rutgers University – Camden 2007 — 2009
Bachelor of Arts (BA), Psychology
Camden County College 2001 — 2006
Associate of Arts (AA), Psychology
Keller Williams Realty Sacramento Metro (Natomas) February 2012 - October 2012
University Enterprises (Department of Conservation) January 2009 - September 2011
Golden 1 Credit Union June 2005 - October 2007
Wells Fargo Bank May 2004 - June 2005
International House of Pancakes April 2002 - July 2004
Skills
Purchasing, Excel, Errands, Risk Management, Copying, Student Services, Clerical Duties, Profitability, Loans, Data Entry, Political Science, Financial Aid, Tutoring, Cataloging, Typing, Student Financial Aid, Microsoft Excel, Clerical Work
Education
California State University-Sacramento 2007 — 2010
Bachelors, Finance, Risk Management
Hanson McClain December 2013 - Present
Nationwide Financial August 2011 - December 2013
Nationwide Financial June 2007 - August 2011
CLC Inc. August 2006 - May 2007
Wells Fargo Bank October 2002 - August 2006
Cal Fed Investments November 1991 - October 2001
Mering and Associates 1988 - 1988
Skills
Investments, Portfolio Management, Insurance, Financial Advisory, Banking, Credit, Asset Allocation, Commercial Banking, Strategic Financial..., Commercial Lending, Financial Analysis, Investment Strategies
Education
University of California, Davis 2007 — 2009
Certified Financial Planning
California State University-Sacramento 1984 — 1989
BA, Media Communications
Capitol City Realty / United Lending Partners September 2011 - Present
Wells Fargo Bank October 2008 - July 2011
First National August 2006 - June 2008
AMC June 2005 - July 2006
Verizon Wireless January 2003 - June 2005
Skills
Mortgage Lending, Sales, Loans, Credit, Customer Service, Finance, Financial Analysis, New Business Development, Sales Management, Marketing, Account Management, Business Development, Microsoft Excel, Strategic Planning, Banking, Insurance, Negotiation, Microsoft Office, Team Building, Budgets
Education
National University 2010 — 2012
MBA, Finance
CSU Sacramento
B.A., Economics
The City of Elk Grove February 2011 - Present
None October 2010 - August 2011
Golden State Water Company December 2007 - November 2010
California State Automobile Association (AAA) November 2006 - December 2007
First Northern Bank of Dixon July 2006 - November 2006
Wells Fargo Bank October 2001 - July 2006
Education
California State University-Sacramento 1995 — 2000
BA, Communications, Public Relations
Wells Fargo Bank August 2011 - Present
Wells Fargo Bank October 2005 - January 2010
Education
California State University-Sacramento 2004 — 2010
Raynell Boeck Communications November 2009 - Present
Union Bank June 2000 - November 2009
Wells Fargo Bank 2000 - 2000
Bank of America 1989 - March 1999
Skills
Public Relations, Marketing Communications, Internal Communications, Corporate Communications, Strategy, Editing, Content Development, Crisis Communications, Editorial, Crisis Management, Change Management, Copy Editing, Publications, Speech Writing, Creative Direction, Journalism, Leadership
Education
California State University-Sacramento
Bachelor of Arts, English
Golden Gate University
Public Relations and Media Relations
Reverse Market Insight (RMI) March 2007 - Present
National Reverse Mortgage Lenders Association January 2011 - Present
Financial Freedom March 2004 - March 2007
AT&T Wireless April 2003 - October 2003
Cendant Settlement Services Group March 2002 - April 2003
Acquisition Group September 2001 - March 2002
MetaMarkets.com June 2000 - August 2001
Wells Fargo Bank August 1996 - June 1999
Skills
Business Intelligence, Balanced Scorecard, Market Analysis, Competitive Intelligence, Reverse Mortgages, Metrics, KPI, Modeling, Financial Analysis, Forecasting, Financial Modeling, Risk Management, Strategic Planning, Process Improvement, Due Diligence, Business Planning, Key Performance..., Mergers & Acquisitions, Loan Origination, Mortgage Lending, Loans, Banking, Credit, Mortgage Banking, Business Strategy, FHA, Valuation, Management Consulting, Analytics, Residential Mortgages, Executive Management, Real Estate, Portfolio Management, Strategy, Financial Services, Finance, Analysis, Product Management, Strategic Financial..., Management, Investments, Securities, Funding, Refinance, Equities, Start-ups, Venture Capital, Financial Structuring, Retirement
Education
California State University San Bernardino 1996 — 2001
BS
Eisenhower High School 1992 — 1996
Diploma
Pegasus Insurance Services LLC July 2014 - Present
Paychex October 2013 - July 2014
Farmers Insurance November 2010 - November 2013
Anthem Blue Cross 2003 - 2010
WellPoint January 2008 - February 2009
Wells Fargo Bank September 1999 - May 2002
Skills
Insurance, Health Insurance, Life Insurance, Term Life Insurance, Coaching, Disability Insurance, Property, Fixed Annuities, Employee Benefits, Commercial Insurance, Workers Compensation, Health Savings Accounts, Medicare, Whole Life, Financial Services, Professional Liability, Sales Management, Property, Underwriting, Sales, Brokers, General Insurance, Leadership, Umbrella Insurance, Property & Casualty..., Long-term Care, Claim
Education
California State University-Sacramento 1996 — 2002
BS, Business/ Marketing
Union Bank September 2011 - Present
Wells Fargo Bank September 2005 - September 2011
IronStone Bank 2003 - 2005
Wells Fargo 2001 - 2003
Skills
Finance, Banking, Financial Analysis, Mergers & Acquisitions, Due Diligence, Management, Leadership, Commercial Banking, Commercial Lending, Strategic Planning, Underwriting, Treasury Management, Managerial Finance, Negotiation, Team Building
Education
University of Redlands 2008 — 2010
MBA, Finance
California State University-San Bernardino - College of Business and Public Administration 1998 — 2001
Bachelor's degree, Marketing
Benefit & Risk Management Services September 2013 - Present
Vitek Mortgage Group January 2010 - March 2013
Wells Fargo Bank August 2005 - January 2010
Skills
Human Resources, Benefits Administration, Recruiting, Onboarding, Employee Wellness..., Employee Recognition, Employee Relations, Succession Planning, Talent Management, Performance Management, College Recruiting, Employee Training, Interviews, Talent Acquisition, Leadership, Customer Service
Education
California State University-Sacramento 2007 — 2009
Bachelor of Science, Business Administration/ Human Resources Management
Ravenswood Family Health Center May 2011 - Present
CA Homes, It's a Lifestyle June 2013 - Present
Haight Ashbury Free Clinics, Inc March 2007 - March 2011
Prime Capital Realty September 2002 - December 2007
Old Republic Title Company June 2001 - September 2002
The National Economic Development & Law Center July 1999 - June 2001
Wells Fargo Bank January 1996 - July 1999
Skills
Grants, Budgets, Accounting, General Ledger, Financial Reporting, Accounts Payable, Account Reconciliation, Auditing, Medicare, Non-profits, Healthcare, Financial Analysis, Nonprofits, Customer Service, Strategic Planning, Microsoft Excel, Risk Management, Microsoft Office
Education
Blue Shield of CA Clinic Leadership Institute 2014 — 2015
San Francisco State University 1997 — 1999
Bachelors of Science, Business Administration, Accounting
CSU Sacramento 1995 — 1997
Zions Bancorporation 2013 - Present
Bridgepoint Education January 2012 - July 2013
Agua Caliente Band of Cahuilla Indians February 2006 - April 2011
Canyon National Bank April 2002 - February 2006
First Consumers National Bank March 1998 - May 2000
Wells Fargo Bank March 1995 - January 1997
San Diego Trust & Savings Bank April 1988 - August 1994
Bank of America July 1979 - April 1988
Skills
Hospitality, Casino, Project Management, Auditing, Technical Writing, AML, Gaming Industry, Financial Analysis, Process Improvement, Management, Compliance, Customer Service, Budgets, Team Building, Project Planning, Training, Employee Relations, Recruiting, Payroll
Education
CSU Sacramento
Bachelor of Science, Business Administration
The Hinkson Residence February 2010 - Present
California Highway Patrol February 2010 - February 2010
Starbucks Coffee Company October 2006 - December 2009
Target Corporation May 2004 - October 2006
Wells Fargo Bank December 2002 - May 2004
Skills
Microsoft Office, Administration, Budgeting, Customer Service, Outlook, Data Entry, Inventory Management, Process Scheduler, Microsoft Excel, Retail, Customer Satisfaction, Microsoft Word, PowerPoint, Time Management, Sales, Training, Team Leadership, Leadership
Education
California State University-Sacramento 2001 — 2005
Degree, Finance and Strategic Management
AT&T September 2003 - May 2011
Clanton Family Trust April 2002 - March 2005
St Francis of Assisi Elementary School September 2002 - June 2003
Wells Fargo Bank September 1994 - April 2002
Skills
Customer Service, Word Processing, Creative/Academic..., Research, Training, Curriculum Design, Copy Editing, VoIP, PowerPoint, Spreadsheets, Database Design, Desktop Publishing
Education
Chapman University 2007 — 2011
Post-Graduate Studies, Teaching, Education & Curriculum
CSU Sacramento 1981 — 2001
Bachelor of Arts Degree, Post-Graduate Studies, History
Wells Fargo April 2015 - Present
Wells Fargo March 2010 - April 2015
Wells Fargo Bank July 2001 - March 2010
Skills
Banking, Financial Analysis, Credit, Economics, Risk Management, Finance, Financial Reporting, Strategic Planning, Team Leadership, Microsoft Excel, Business Analysis, Leadership, Financial Modeling, Financial Services, Analysis, Management, Portfolio Management, Public Speaking
Education
California State University-Sacramento
Executive Master of Business Administration (EMBA)
Drexel University
EdD in Educational Leadership and Management, Human Resource Development
University of San Francisco
BS, Organizational Behavior and Leadership
Wells Fargo Bank November 1986 - Present
Institutional Financing Services November 1983 - November 1986
Westinghouse Electric April 1982 - October 1983
Skills
Budgets, Financial Reporting, Accounting, Analysis, Auditing, Financial Analysis, Strategic Financial..., Banking, Risk Management, Finance
Education
California State University-Sacramento
BS
Wells Fargo Bank April 2002 - Present
St. Agnes School January 2001 - January 2002
BAKER AND TAYLOR ENTERTAINMENT January 1991 - January 2001
Skills
Mergers, Investments, New Business Development, PowerPoint, Loans, Sales Management, Banking, Sales, Credit, Management, Finance, Customer Service, Mortgage Lending, Financial Services, Commercial Lending, Commercial Banking, Marketing, Accounting, Customer Satisfaction, Financial Analysis, Sales Operations, Mergers & Acquisitions
Education
Camden County College
Elementary Education
Real Property Acquistion Corporation November 2012 - Present
Keller Williams Realty in La Quinta California June 2006 - October 2012
Wells Fargo Bank July 2003 - July 2005
Skills
REO, Foreclosures, Relocation, Investment Properties, Real Estate, Referrals, Real Estate Transactions, SFR, Move Up Buyers, Buyers
Education
California State University-San Bernardino - College of Business and Public Administration 2000 — 2003
BA, Finance
College of the Desert 1998 — 2000
AA, Business Administration & Economics
US Bank July 2009 - Present
Wells Fargo Bank 2002 - 2009
Wind Mill Slatwall Products 1995 - 2002
Citizens Bank (First Interstate) 1976 - 1989
Education
Calvin College 1972 — 1976
North Central College 1970 — 1972
music
North Central College 1968 — 1972
music
sheboygan north high school 1967 — 1970
Bishop Ranch by Sunset Development Company April 2010 - Present
Ruby Hill Golf Club September 2008 - March 2010
Wells Fargo Bank November 2006 - September 2008
Starbucks September 2005 - November 2006
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Sage Timberline Office, Outlook, People Skills, Highly motivated..., Determined to Succeed, Customer Service, Cash Management, Cash Register, Accounting, Accounts Payable, Accounts Receivable, Retail Sales
Education
California State University-Sacramento 2005 — 2008
BA, Psychology
Las Positas College 2002 — 2005
AA, General Education
Food and Drug Administration September 2012 - Present
U.S. Government January 2012 - Present
Wells Fargo Bank April 2007 - March 2012
Bailey's Powerhouse Gym March 2005 - April 2007
U.S. Army December 1998 - December 2005
The Ritz-Carlton Hotel Company LLC December 2003 - March 2005
Womack Army Medical Center December 2002 - November 2003
Skills
Loans, Credit, Consumer Lending, Mortgage, Small Business Lending, Mortgage Lending, Banking, Lines Of Credit, Series 6, Series 63, Life Insurance and..., Business Strategy, Business Development, Business Process Design, Business Process..., Program Management, Financial Analysis, Project Management, Strategy, Policy, Strategic Planning, Leadership, Management, Training
Education
Webster University 2008 — 2012
Master of, Business Administration
U.S. Army 1998 — 2005
Specialized training, Human Resource, Financial and Operations
Campbell University 2000 — 2003
Bachelor of, Business Administration
Wells Fargo August 2012 - Present
Wells Fargo Bank January 2011 - August 2012
Wells Fargo Bank September 2004 - December 2010
Wells Fargo Bank September 2003 - September 2004
Wells Fargo Bank July 2001 - August 2003
Skills
Banking, Strategic Communications, Recruiting, Public Relations, Vendor Management, Risk Management, Corporate Communications, Internal Communications, SDLC, Editing, Financial Services, Customer Service, Social Media
Education
California State University-Sacramento 1997 — 2001
B.A., Communications, business, public relations
Wells Fargo November 2012 - Present
Wells Fargo January 2011 - November 2012
Wells Fargo Bank July 2010 - December 2010
Wells Fargo Bank September 2007 - July 2010
Fifth Third Bank April 2005 - September 2007
Skills
Credit Analysis, Underwriting, Credit, Portfolio Management, Loans, Management, Financial Structuring, Finance, Commercial Banking, Financial Modeling, Small Business Lending
Education
Calvin College 2001 — 2005
BA, Business
Wells Fargo Bank 1999 - Present
Education
CSU Sacramento
Contac Services October 2012 - January 2015
Public Guardian & Trustee of BC May 2010 - January 2011
Wells Fargo Bank October 2005 - January 2010
AT&T Wireless Services July 2005 - September 2005
Water Resources Institute, CSUSB November 2004 - May 2005
College of Education, CSUSB April 2003 - December 2003
Student Union, CSUSB February 2003 - December 2003
Student Leadership & Development, CSUSB April 2003 - August 2003
College of Natural Sciences, CSUSB July 2002 - December 2002
Skills
Agile Methodologies, SDLC, Testing, Quality Center, SQL, User Acceptance Testing, Test Planning, Microsoft SQL Server, Quality Assurance, System Testing, JavaScript, Databases, Regression Testing, Integration, Web Applications, HP Quality Center
Education
California State University-San Bernardino 2000 — 2005
Master of Science, Computer Science
APTECH Computer Education 1999 — 2000
Diploma, Software Management
Osmania University 1998 — 2000
M.A, Public Personnel Management
St. Ann's College for Women 1995 — 1998
B.S, Botany, Zoology and Chemistry
Wells Fargo Bank February 2015 - Present
The Art Institute of California-Inland Empire April 2011 - Present
EDMC March 2008 - April 2011
702 City Realty January 2002 - August 2006
Provident Savings Bank February 1998 - September 2003
Skills
Higher Education, Teaching, Public Speaking, Staff Development, Instructional Design, Leadership Development, Curriculum Design, Career Counseling, Research, E-Learning, Program Development, Organizational..., Training, Editing, Interviews, Microsoft Office, Leadership, Data Analysis, Marketing, Coaching, Customer Service, Adult Education
Education
Argosy University Los Angeles 2008 — 2010
MBA, Business Administration and Management, General
California State University-San Bernardino 2002 — 2004
BA, Education
The Art Institute of California-Inland Empire 2013 — 2015
Bachelor's Degree, Hospitality Administration/Management
BTIS June 2014 - Present
Scottishamerican Insurance General Agency, Inc. May 2013 - May 2014
Farmers Insurance & Financial Services August 2011 - May 2013
RC Nielsen Insurance Services August 2011 - May 2013
Vanderlip Insurance Agency May 2004 - February 2006
NBI 2001 - 2004
Abraham & Associates May 2001 - May 2002
Wells Fargo Bank August 1999 - May 2001
Skills
Legal Liability, Professional Liability, Workers Compensation, Health Insurance, Marketing, Disability Insurance, Surety Bonds, Excess, Commercial Insurance, Property, Underwriting, Insurance, General Insurance, Umbrella Insurance, Casualty Insurance, Liability, Brokers, Life Insurance, D, Employment Practices..., Claim, Customer Service, Term Life Insurance, Inland Marine, Small Business, Risk Management, Insurance Brokerage, Management, Liability Analysis, Homeowners, Sales, Employee Benefits, Reinsurance, Long-term Care, Account Management, New Business Development, Whole Life, Customer Retention, Universal Life, Business Development, Sales Management, Team Building, Microsoft Office, Fixed Annuities, Financial Services
Education
California State University-Sacramento 1999 — 2001
Bachelor's degree, Psychology
Sierra College 1997 — 1999
Associate of Arts (AA), Psychology
Freelance Media Production May 2015 - Present
National Pro Grid League May 2015 - July 2015
The Design Jungle 2013 - 2015
Electronic Arts 2008 - February 2014
BitWork Games 2007 - 2009
Wells Fargo Bank 2007 - 2008
Electronic Arts 2007 - 2007
Skills
Final Cut Pro, Avid Media Composer, After Effects, Adobe Creative Suite, Video Games, Video Editing, Photoshop, Social Media, Marketing, Digital Media, Social Networking, Copywriting, Social Media Marketing, Editing, Premiere, Public Relations, Video, Film, Video Production, Television, Post Production, Creative Direction, Film Production, Entertainment, Facebook
Education
San Francisco State University 2012 — 2014
Filmmaking, Cinematography and Film/Video Production
Cañada College 2008 — 2012
Transfer, Cinematography and Film/Video Production
Travelers November 2013 - Present
Farmers Insurance July 2011 - November 2013
Department of Veterans Affairs May 2011 - July 2011
Wells Fargo Bank July 2007 - May 2011
Hansen's Beverage Company June 2010 - April 2011
Rebootizer USA June 2010 - April 2011
Wells Fargo July 2007 - March 2011
Skills
Customer Service, Business Development, Recruiting, Marketing, Event Planning, Leadership Development, Sales, Sales Management, Accounting, Training, Insurance, Negotiation, Leadership, Time Management, Team Management, Social Media Marketing, Strategic Planning, Social Media, Microsoft Word, Management, Public Speaking
Education
California State University 2007 — 2011
Bachelors degree, Business Administration
California State University-San Bernardino - College of Business and Public Administration 2007 — 2011
Bachelor, Business Management
Loyola Marymount University 2006 — 2007
Bachelor of Business Administration (B.B.A.), Management
First Citizens Bank March 2013 - Present
First Citizens Bank March 2011 - March 2013
Wells Fargo Bank June 2010 - August 2010
Bank of America June 2009 - August 2009
Skills
Wealth Management, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service
Education
Campbell University 2009 — 2011
Master of Business Administration (M.B.A.)
Campbell University 2006 — 2011
Bachelor of Business Administration (BBA), Trust & Wealth Management
Scoppechio August 2015 - Present
Scoppechio February 2014 - Present
J&L Marketing, Inc. August 2013 - January 2014
Love Catering Inc. January 2013 - July 2013
GZ Motors March 2008 - February 2013
Unitek College November 2010 - August 2012
Creative Alliance, Inc. November 2007 - July 2010
Sequoia Equities Inc February 2006 - November 2007
Technique Gymnastics July 2003 - February 2006
Wells Fargo Bank April 2001 - June 2003
Skills
Event Planning, Online Advertising, Social Media, Microsoft Office, PowerPoint, Marketing Strategy, Social Media Marketing, Microsoft Excel, Marketing Communications, Outlook, Account Management, Public Relations, Human Resources, Problem Solving, Project Management, Leadership, Training, Follow Through, Program Development, Compliance, Highly resourceful, Common Sense, Team-oriented, Successful track record, Close Attention to..., Professional..., Strategic Thinking, creative, Quick Thinker, Learn New Software..., able to adapt, Build Strong..., Ethical Decision Making, Mobile Application..., Social Media Advertising, Strategic Planning, Digital Marketing, Budgets, Time Management, Management, Email Marketing, Retail, Interviews, Social Networking, Direct Marketing, Community Outreach, Brand Development, Recruiting, Coaching, Leadership Development
Education
California State University-Sacramento 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Marketing, 3.0
Laguna Creek High School 1998 — 2001
Diploma, General Studies, 4.0
Wells Fargo Bank February 2013 - September 2014
UNCLE Credit Union December 2008 - February 2013
Harris & Bruno International April 2008 - December 2008
UNCLE Credit Union September 2004 - June 2007
Hawaii World 1995 - 2004
Skills
General Ledger, Credit Unions, 10 Key, Microsoft Office, Retail Banking, Accounting, Accounts Payable, Credit, Account Reconciliation, Accounts Receivable, Call Centers, Consumer Lending, Deposits, Cash, Loans, Management, Sales, Banking, Microsoft Excel, Financial Analysis, Commercial Banking, Mortgage Lending, Customer Service, ATMs, Leadership, Budgets, Microsoft Word, Outlook, Finance, Financial Services
Education
California State University-Sacramento 1989 — 1991
Journalism
Western College of Travel
Certificate, Travel & Tourism
Umpqua Bank December 2006 - Present
State Farm Insurance 2005 - 2006
Wells Fargo Bank 2002 - 2005
Skills
Credit, Customer Service, Loans, Banking, Credit Analysis, Small Business Lending, Commercial Lending, Sales, Consumer Lending, Commercial Banking, Leadership, Loan Origination, Financial Analysis, Mortgage Lending
Education
California State University-Sacramento
Bachelors of Science, Business Management, HR
Union Bank January 2012 - Present
Union Bank August 2011 - January 2012
Union Bank December 2010 - August 2011
Arrowhead United Way Worldwide September 2010 - December 2010
Wells Fargo Bank January 2008 - September 2010
Skills
Credit Analysis, Commercial Real Estate, Commercial Mortgages, Mortgage Lending, Valuation, Credit, Financial Analysis, Loans, Portfolio Management, Finance, Financial Risk, Commercial Lending, Real Estate Financing, Investment Properties, Underwriting, Small Business Lending, Commercial Banking, Loan Origination
Education
California State University-San Bernardino - College of Business and Public Administration 2007 — 2010
bachelor of arts: finance
Sacramento Kings August 2013 - Present
Wells Fargo Bank November 2010 - October 2012
Skills
Banking, Financial Services, Relationship Management, Cash Management, Customer Service, Financial Analysis, Sales, Strategic Financial..., Salesforce.com, Archtics Ticketing..., Eloqua, Microsoft Word, Microsoft Office, Microsoft Excel
Education
CSU Sacramento 2008 — 2012
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
River City Bank March 2012 - September 2013
Wells Fargo Bank March 2006 - August 2011
Grand Pacific Resorts July 2002 - March 2005
Education
Argonaut School of Court Reporting 2013 — 2016
Court Reporting/Court Reporter
California State University-Sacramento 2007 — 2008
Bachelor of Science, Criminal Justice
Mira Costa College
Wells Fargo Bank April 2012 - Present
Wells Fargo Retail Finance May 2008 - Present
The Verge 2005 - 2007
Skills
Credit, Retail Banking, Customer Service, Financial Analysis, Lines Of Credit, Loans, Consumer Lending, Sales, Cross Selling, Deposits, Banking, Payments, Branch Banking, Credit Cards, Commercial Banking, Retail, Cash Management, Management
Education
CSU Sacramento 2005 — 2009
Bachelor's degree, Mass Communication/Media Studies, Graduated
California State University-Sacramento 2004 — 2009
Mass Communications, Marketing, Advertising, Public Relations
Wells Fargo Bank August 2008 - Present
Wachovia October 2006 - August 2008
Wachovia May 2004 - October 2006
Wachovia August 2001 - May 2004
First Union October 1999 - August 2001
First Union September 1998 - October 1999
North Carolina State University August 1997 - September 1998
Skills
SCCM, VMware, System Deployment, Windows 7, Network Administration, InstallShield, XP, Active Directory, VBScript, Hardware, Software Installation, Scripting, Networking, Technical Support, Microsoft Technologies, IT Service Management, Software Deployment, Vendor Management, Troubleshooting, Laptops, Operating Systems, Help Desk Support, Project Management, Citrix, SharePoint, Disaster Recovery
Education
Campbell University 1993 — 1996
Bachelors, Business Administration
Colonial Life April 2013 - Present
Affordable Care Exchange December 2012 - Present
R.A. Lotter Group 2015 - 2015
Blue Expert Dental 2007 - 2015
Prudential Financial, Transamerica and Independent Contractor for several carriers October 2007 - August 2009
Lions Home Loans 2002 - 2008
Fox Sports Net 1998 - 2002
Wells Fargo Bank 1993 - 1998
United States Navy July 1986 - July 1990
Skills
Real Estate, Insurance, Sales, Mortgage Lending, Social Networking, Investments, Property & Casualty..., Customer Service, Life Insurance, Investment Properties, Strategic Financial..., Microsoft Excel, Fixed Annuities, Direct Sales, Selling, Health Insurance, Microsoft Office, Employee Benefits, Underwriting, Small Business, Management, Healthcare Reform, Affordable Health Care, Supplement Insurance, Medicare, Critical Illness, Accident Insurance, Medicare Advantage, Medicare Part D, Health Care Reform, Workers Compensation, Disability Insurance, Budgets, Term Life Insurance, Loans
Education
California State University-San Bernardino 1997 — 1999
Business Administration, Accounting
Mt. San Antonio College 1992 — 1994
Associate of Arts (A.A.), Business Administration and Management, General
Covina High School 1982 — 1986
Diploma, General
Union Bank July 2014 - Present
Union Bank March 2008 - July 2014
Wells Fargo Bank March 2004 - March 2008
Skills
Small Business Lending, Credit, Banking, Portfolio Management, Investments, Sales, CRM, Financial Services, Loans, Small Business, Commercial Banking, Commercial Lending, Consumer Lending, Finance, Retail Banking, Mortgage Lending, Loan Origination, Lines Of Credit
Education
California State University-Sacramento 2004 — 2006
BS, Business
Sierra College 2001 — 2004
AA, Business
Tri Counties Bank August 2007 - Present
Wells Fargo Bank April 2003 - September 2005
The Rizt-Carlton Hotel Company January 2000 - April 2003
Skills
Retail Sales, Banking, Retail Banking, Credit, Small Business Lending, Consumer Lending, Credit Analysis, Loans, Relationship Management, Commercial Lending
Education
Don Jordans School of Martial Arts 1997 — 2003
Cañada College
Community Bank July 2013 - Present
Sunwest Bank February 2013 - July 2013
Wedbush Bank November 2011 - February 2013
Mutual of Omaha Bank March 2008 - November 2011
Union Bank March 1998 - March 2008
Wells Fargo Bank October 1995 - June 1998
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Loans, Sales Management, Strategic Financial..., Financial Analysis, Consumer Lending, Investments
Education
Cal State San Bernardino 2001 — 2002
MBA Candidate
Union Bank of California Commercial Credit Training 1998 — 2000
Commercial Credit Analysis, Credit Analysis
University of Redlands 1989 — 1994
Political Science, Government Policy
Cotap, Inc. June 2014 - Present
Wells Fargo August 2012 - May 2014
Wells Fargo Bank March 2007 - May 2011
Skills
Banking, Management, Mortgage Lending, Sales, Loans, Retail Banking, Cross Selling, CRM, Finance, Commercial Lending, Credit, Commercial Banking, Consumer Lending, Portfolio Management, Investments, Microsoft Office, Mac & PC platforms, Customer Service
Education
Cañada College 2013 — 2014
Associate's Degree, Business Administration and Management, General
Alma Heights Christian Academy 2002 — 2006
High School Diploma
Wells Fargo Bank Learning & Development ConsultantWells Fargo1978 - Present
Skills
Performance Consulting, Needs Analysis, Training Delivery, Blended Learning, Captivate, Instructional Design
Education
California State University-Sacramento 1977 — 1979
Wells Fargo 2011 - Present
Wells Fargo Bank 1996 - 2011
Wells Fargo 1990 - 1996
Wells Fargo 1985 - 1990
Skills
Loans, Credit Analysis, Credit, Treasury Management, Banking, Risk Management, Commercial Lending, Commercial Banking, Portfolio Management, Underwriting, Credit Risk, Relationship Management, Financial Services, Financial Institutions, Financial Analysis
Education
California State University-Sacramento 1982 — 1986
Finance and Economics
Housing Authority County of San Bernardino April 2012 - Present
Ingram Micro July 2011 - April 2012
Pulte Homes April 2003 - June 2011
Wells Fargo Bank October 1996 - April 2003
Express for Men/Structure September 1994 - September 1996
Skills
Microsoft Office: Excel, Word, PowerPoint, Outlook; Internet usage, Purchasing, Excel, Customer Service, Customer Relations, Contract Management, Contract Negotiation, Procurement, Construction Management, Outlook, Microsoft Excel, Negotiation
Education
California State University-San Bernardino 1999 — 2002
Health Science, Health Administration and Planning
Mt. San Antonio College
Associate of Arts, Liberal Arts
Wells Fargo February 1999 - Present
Wells Fargo Bank 1999 - Present
Hamlet 2001 - 2001
Skills
Financial Risk, Risk Management, Sarbanes-Oxley Act, Mortgage Lending, Banking, Credit, Loans, Mortgage Servicing, Visio, Business Analysis, Governance, Outlook, Access, Business Continuity, Accounting, Small Business Lending, Loss Mitigation, Risk Assessment, Microsoft Excel, IT Audit, Operational Risk..., Disaster Recovery
Education
Northern Illinois University 1993 — 1995
MA, Theatre
Calvin College 1988 — 1992
BA, Theatre
CLARUS VENTURES, LLC February 2005 - Present
Crate & Barrel November 1996 - Present
MPM CAPITAL, LLC December 2003 - January 2004
GRANITE GLOBAL VENTURES April 2003 - July 2003
i2 Technologies 2000 - 2002
ERNST & YOUNG, LLP October 1999 - April 2000
INVISION TECHNOLOGIES, INC April 1997 - October 1999
Wells Fargo Bank August 1989 - April 1997
Skills
Office Management, Microsoft Excel, Office Administration, Outlook, Administrative...
Education
Cañada College
Paralegal Certificate
San Mateo High School
HEALD BUSINESS COLLEGE
Wells Fargo Bank April 2014 - Present
Wells Fargo Bank October 2009 - April 2014
Wells Fargo November 2007 - October 2009
Wells Fargo Bank May 2005 - November 2007
SBC Internet Services April 2004 - April 2005
SBC Online July 2002 - April 2004
SBC Services March 1997 - July 2002
Pacific Telesis October 1995 - March 1997
Skills
Program Management, Project Management, Visio, Cross-functional Team..., Process Improvement, Business Analysis, Business Process, Risk Management
Education
Golden Gate University 2000 — 2002
MSMOT, Telecommunications Management
California State University-Sacramento 1988 — 1990
BA, Communications Studies
Diablo Valley College 1985 — 1988
AA
Wells Fargo Bank February 2013 - Present
Wells Fargo Bank May 2007 - Present
Wells Fargo July 2002 - Present
Wells Fargo Bank July 2002 - Present
wfb 2002 - Present
Wells Fargo - HCFG 2002 - 2007
Wells Fargo Consumer Credit Group 2002 - 2007
Wells Fargo Bank, Consumer Credit Group 2002 - 2007
Bank of America May 1981 - June 2002
bank of america 1981 - 2002
Skills
Marketing, Product Management, Marketing Strategy, Strategic Planning, Financial Services, Management
Education
California State University-Sacramento 1982 — 1987
Self employed January 1996 - February 2009
Visa USA March 1995 - September 2000
Wells Fargo Bank November 1992 - September 1994
Wells Fargo Bank September 1982 - October 1992
Caltrans September 1979 - October 1982
Skills
Copywriting, Newsletters, Advertising, Brochures, Direct Marketing
Education
California State University-Sacramento 1978 — 1980
MA, Communication Studies
Florida State University 1971 — 1973
BS, Social Studies Education
Wells Fargo Bank September 2009 - Present
Wells Fargo Bank September 2009 - Present
US Bank November 2008 - September 2009
US Bank November 2008 - September 2009
PFF Bank and Trust March 2008 - November 2008
PFF Bank & Trust July 2005 - November 2008
PFF Bank & Trust May 2005 - November 2008
PFF Bank & Trust July 2005 - February 2008
Stewart May 2003 - June 2005
Marketration: Marketing Firm January 2003 - May 2003
Education
California State University-Sacramento 2006 — 2009
MBA, Finance
California State University of Sacramento
M.B.A, Finance
Loyola Marymount University 1998 — 2002
BA, Psychology
Loyola Marymount University
B.A, Psychology
California State University of Sacramento
Gonzaga University
Key Bank April 2011 - Present
US Bank July 2010 - April 2011
Md7 October 2006 - November 2008
IMS Lending November 2005 - June 2006
Bravo Credit June 2005 - November 2005
Aames Home Loans October 2004 - May 2005
Wells Fargo Bank September 1997 - August 2004
Education
California State University-San Bernardino 1995 — 2000
BA, Criminal Justice
California State University-San Bernardino 1995 — 2000
Criminal Justice
Banks, Garcia & Janis July 2006 - Present
Wells Fargo Bank April 1992 - April 2007
Skills
Estate Planning, Legal Research, Mergers, Legal Writing, Corporate Law, Bankruptcy, Due Diligence, Litigation, Banking, Real Estate, Trusts, Civil Litigation, Wills, Estate Administration, Mergers & Acquisitions
Education
University of La Verne College of Law 2001 — 2005
JD, Law
California State University-San Bernardino - College of Business and Public Administration 1991 — 1996
BA, Business Administration, Political Science, Philosophy
Wells Fargo Bank
Skills
Loans, Credit, Mortgage Lending, Banking, Small Business Lending, Commercial Lending, Commercial Banking, Consumer Lending, Credit Analysis, Portfolio Management, Retail Banking, Loan Origination, Wealth Management, Mortgage Banking, Lines Of Credit, Relationship Management, Investments, Financial Analysis, Risk Management
Education
San Francisco State University, College of Business 2004 — 2006
Bachelor's degree, Corporate Finance
California State University-Sacramento 2001 — 2004
Corporate Finance, Business Corporate Finance
AssetMark January 2011 - Present
Wells Fargo Bank November 2009 - November 2010
JPMorgan Chase September 2008 - December 2009
Washington Mutual October 2005 - September 2008
Providian Financial October 2002 - January 2006
Providian Financial October 1994 - October 2002
Skills
Business Process Mapping, Customer Retention, Business Transformation, Organizational..., E-commerce, IT Leadership, Customer Service, Strategy, Governance, Liaison, Contract Negotiation, Project Management, Leadership, Cross-functional Team..., Process Improvement, Management, Vendor Management, Operations Management, Credit Cards, Talent Management, Program Management, Risk Management, SDLC, Outsourcing, Analytics, Team Building, Call Centers, Mergers & Acquisitions, Business Development, Financial Services, Business Process, Business Strategy, Executive Management, Business Process..., Banking, Business Analysis, Enterprise Software, Project Portfolio..., Budgets, Team Management, PMO, Integration, Product Management, Business Intelligence, CRM, Change Management, Business Requirements, Product Development, Relationship Management, IT Strategy
Education
University of California, Berkeley, Haas School of Business 2014 — 2014
Certificate, Financial Analysis for Non Financial Executives, Certified
Medic First Aid/CPR 2010 — 2010
First/Aid CPR Certificate
Six Sigma - Qualtech 2005 — 2005
Six Sigma, Green Belt
California State University-Sacramento 1987 — 1991
Bachelors, Organizational Communications
Wells Fargo Bank April 2008 - Present
Education
California State University-Sacramento 1992 — 1994
Pelosi Law Group January 2015 - Present
Wells Fargo Bank July 2008 - 2014
Braddock & Logan January 2002 - March 2008
Sheppard Mullin Richter & Hampton LLP January 1998 - January 2002
State of California Department of Fish & Game March 1997 - June 1998
State of California-Dept of Housing and Community Development April 1990 - March 1997
Skills
Real Estate Development, Real Estate, Mergers, REO, Commercial Real Estate, Asset Managment, Investors, Entitlements, Residential Homes, Disposition
Education
University of the Pacific - McGeorge School of Law 1994 — 1998
JD, Law
California State University-Sacramento 1990 — 1992
MA, Public Policy & Public Administration
University of California, Santa Barbara 1985 — 1989
BA, Political Science
The K. Simone Group June 2013 - Present
DaveBrownUSA Enterainment May 2008 - December 2013
CCG May 2012 - June 2013
Glide Community Housing/Glide Foundation April 2009 - August 2011
Vibe Magazine January 2009 - March 2009
FIJI Water Company June 2006 - February 2008
Marleah Leslie & Associates PR Firm September 2005 - May 2006
Wells Fargo Bank November 2004 - July 2005
Skills
Event Planning, Press Releases, Public Relations, Marketing, Advertising, Management, Business Development, Entertainment, Project Planning, Social Media, Strategic Planning, Social Media Marketing, Social Networking, Marketing Communications, Marketing Strategy, Project Management, Strategy, Event Management
Education
University of Phoenix 2008 — 2012
Business Management
California State University-Sacramento 2004 — 2005
Communications
South San Francisco High School 2000 — 2004
Diploma
Educational Media Foundation - K-LOVE & Air1 Media Networks August 2013 - December 2014
Blue Shield of California January 2012 - December 2012
Wells Fargo Bank January 2010 - October 2011
Independent Consultant December 2008 - January 2010
CalSTRS September 2006 - November 2008
Verizon Business September 2002 - August 2006
Hewlett-Packard November 2001 - April 2002
Output Technology Solutions September 1999 - June 2001
Advanced Programming Institute, Inc. November 1998 - August 1999
The Money Store June 1997 - November 1998
Skills
SDLC, Requirements Gathering, Requirements Analysis, Business Requirements, Business Analysis, Visio, RUP, Requirements Management, Agile Methodologies, Business Process..., Software Project..., SharePoint, Waterfall, Gap Analysis, Data Modeling, Business Process, PMP, PMO, Data Warehousing, Software Documentation, Systems Analysis
Education
California State University-Sacramento 1988 — 1994
Organizational Communication, BA
Wells Fargo December 1999 - Present
Wells Fargo Bank September 1998 - December 1999
Wells Fargo January 1997 - September 1998
Education
California State University-Sacramento 1990 — 1994
university california sacramento 1990 — 1993
Wells Fargo Bank April 2009 - Present
Wells Fargo Bank N A September 2007 - April 2009
Placer Sierra Bank March 2001 - September 2007
Education
California State University-Sacramento 1977 — 1979
Communications/Psychology
Wells Fargo Bank April 2008 - Present
Wells Fargo 1998 - 2008
Wells Fargo Bank 1998 - 2008
Norwest Bank 1998 - 2008
Wells Fargo Bank 1994 - 2008
Norwest Bank 1993 - 1996
Skills
SDLC, Business Requirements, Business Analysis, Requirements Gathering, Banking, Waterfall, Requirements Analysis, User Acceptance Testing, Visio, Vendor Management, Process Improvement, Quality Center, PMO, Agile Methodologies, Risk Management, SharePoint, Release Management, Financial Services, Project Management, Business Process, Business Process..., Program Management, Project Portfolio..., Software Project..., Testing
Education
Calvin College 1989 — 1993
Bachelor of Science (B.S.), Biology and Biochemistry
Calvin College 1989 — 1993
Bachelor of Science (B.S.), Biology, General
Daily Insider September 2012 - Present
Wells Fargo Bank March 2005 - December 2005
Chanterelle Restaurant, The Sterling Hotel June 1994 - June 2003
Skills
Editing, Social Media, Blogging, Copy Editing
Education
Washington State University, Vancouver 2006 — 2008
Bachelor's Degree, Human Resources Management/Personnel Administration, General
California State University-Sacramento 2002 — 2004
Bachelor's Degree, U.S. History
Kingdom Charter School of Leadership July 2015 - Present
Star Career Academy April 2013 - June 2015
Robert Fiance Beauty School June 2012 - October 2012
Citizens Bank February 2012 - June 2012
Wells Fargo Bank November 2010 - February 2012
TD Bank August 2006 - October 2010
Skills
Admissions Counseling, Enrollment Management, Student Affairs, Customer Service, Adult Education, Banking, Credit, Retail Banking, Loans, Cross Selling, Consumer Lending, Relationship Management, Financial Services, Sales, Admissions, CampusVue, Student Recruiting, College Recruiting, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Higher Education
Education
Drexel University 2015 — 2018
Master of Education (M.Ed.)
Strayer University 2014 — 2017
Master of Business Administration (MBA), Accounting
Strayer University 2008 — 2010
BBA, Marketing
Camden County College 2005 — 2008
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Grandeur Touch, LLC 2015 - Present
Wells Fargo Bank January 2011 - February 2015
Koyex Financial, LLC 2006 - January 2011
John Hancock April 2005 - April 2006
Skills
Wealth Management, Leadership, Wealth, Strategy, Consulting, Management, Retirement Planning, Business Strategy, High Net Worth..., Investment Advisory, Strategic Planning, Estate Planning, Business Coaching, Investments, Wealth Management..., Financial Advisory, Portfolio Management, Investment Management, Asset Management, Strategic Financial..., Retirement, Mutual Funds, Alternative Investments, Finance, Financial Planning, Asset Allocation, Business Development, Awesomeness, Investment Strategies, Securities, Equities, Sales, Conference Speaking, Motivational Speaking, Public Speaking, Coaching
Education
Campbell University
Trust & Wealth Management, Financial Planning
rossprojectmanagement June 2007 - Present
rossdesign June 2007 - Present
ross properties October 2007 - September 2015
Spansion is Cypress Semiconductor October 2006 - June 2007
Allstate Insurance April 2006 - October 2006
Wells Fargo Bank January 2004 - October 2006
City of Pasadena June 2002 - July 2002
Skills
Customer Service, Project Management, XP, Access, Microsoft Excel, Microsoft Office, Negotiation, Management, Process Improvement, Troubleshooting, Real Estate, Project Planning, Program Management, Capital Budgeting, Schedules, Financial Analysis, Data Analysis, Contract Negotiation, Strategic Planning, Research, Business Development, Team Building, Salesforce.com, Microsoft Word, Budgets, Time Management, Customer Satisfaction
Education
University of Southern California 2014 — 2014
Certificate, Real Estate Finance & Development
California Institute of Technology 2012 — 2012
Project Management Certificate Program, Project Management, Complete
U.S. CAD 2007 — 2007
DeVry University Fremont, Ca 2003 — 2006
Bachlors of Science, Electronics Engineering Technologies
C.K. McClatchy Senior High School 1999 — 2003
ACI Worldwide January 2012 - Present
Wells Fargo Bank November 2010 - January 2012
Wachovia Bank July 2007 - January 2010
Odell Associates, Inc April 2005 - May 2006
NuLegend Technologies August 2005 - January 2006
US Army 1998 - 2002
Skills
Microsoft SQL Server, Unix, Windows Server, Disaster Recovery, IIS
Education
Central Piedmont Community College 2008 — 2011
Associates, Database Administration
Campbell University 2002 — 2004
Bachelors, History
Wells Fargo Bank 1979 - 2008
Education
California State University-Sacramento 1975 — 1977
B S, Business Administration
HomEq Servicing Corporation June 2004 - May 2005
Hewlett Packard September 1997 - May 2000
Hewlett-Packard May 1993 - September 1997
Hewlett-Packard May 1990 - April 1993
Hewlett-Packard November 1987 - April 1990
Wells Fargo Bank May 1983 - November 1987
Wells Fargo September 1980 - May 1983
Education
California State University-Sacramento 2005 — 2006
Bachelors, Government
Sierra College 2000 — 2003
Associate, Business Administration
Sierra College 2000 — 2003
Associates, General Studies
Sierra College 2000 — 2002
Associates, Computer Science
Sierra College 2000 — 2002
Associates, Liberal Arts
Wells Fargo Bank March 1993 - Present
Skills
Commercial Lending, Loans, Commercial Banking, Banking, Credit, Small Business Lending, Treasury Management, Lines Of Credit, Credit Analysis, Cross Selling, Cash Management, Commercial Mortgages, Asset Based Lending, Portfolio Management, Loan Origination, Relationship Management, Consumer Lending, Treasury Services, Credit Risk, Financial Services, Financial Risk, Risk Management, Payments, Deposits, Electronic Payments
Education
California State University-San Marcos - College of Business Administration 1995 — 1999
Franklin Templeton Investments March 2011 - Present
Principal Financial Group March 2009 - November 2010
JP Morgan Chase 2002 - 2009
Wells Fargo Bank July 1997 - February 2002
Skills
Investments, Employee Benefits, FINRA, Variable Annuities, Finance, Mutual Funds, Series 7, Retirement Planning, Series 63, Series 6, 401k, Wealth Management, Retirement, Asset Allocation, Investment Advisory, Securities, Fixed Annuities, Strategic Financial..., Investment Strategies, Life Insurance, Sales, Leadership, IRAs, Mortgage Lending
Education
California State University-Sacramento
Business/Marketing
Wells Fargo Bank 2010 - Present
Wells Fargo Bank 2007 - 2010
Wells Fargo 2000 - 2007
Skills
Loans, Product Management, Forecasting, Strategic Planning, Sales Management, Financial Analysis, Product Marketing, Leadership, CRM, Competitive Analysis, Underwriting, Credit, Sales, Budgets, B2B, Banking, Program Management, Account Management, Risk Management, Change Management, Management, Marketing Strategy, Process Improvement, Contract Negotiation, Customer Retention, Finance
Education
St. Mary's College of California 2008 — 2009
MBA, Business Administration
California State University-San Bernardino - College of Business and Public Administration
BA, Finance
Wells Fargo Real Estate Capital Markets February 2014 - Present
Wells Fargo Bank September 2008 - February 2014
Wells Fargo Bank July 2007 - September 2008
Education
California State University-Sacramento 1985 — 1988
Bachelor of Science, Finance, Economics
Menlo College 1981 — 1983
iForce Nutrition June 2009 - November 2009
iForce Nutrition June 2009 - November 2009
Jet Source July 2005 - June 2009
Jet Source January 2005 - June 2009
PROTECH DISTRIBUTING January 2001 - January 2005
SBS Technology January 2000 - January 2001
Wells Fargo Bank January 1998 - January 2000
Education
California State University 2005 — 2007
B.A, Business Administration (w accounting emphasis))
California State University-San Marcos - College of Business Administration 2005 — 2007
Bachelors, Business Administration Emphasis in Accounting
Mira Costa Community College 2002 — 2005
A.A, General Studies (w accounting emphasis)
Bank of the West July 2013 - Present
U.S. Bank October 2011 - August 2013
Wells Fargo Bank December 2004 - October 2011
Skills
Loans, Credit, Mortgage Lending, Consumer Lending, Banking, Small Business Lending, Loan Origination, Credit Analysis, Mortgage Banking, Commercial Lending, Commercial Banking, Retail Banking, Refinance, Lines Of Credit, FHA, Branch Management, Cross Selling, Deposits, Relationship Management, Home Equity Lines of..., Cash Management, Financial Risk, Loan Servicing, Credit Cards, Internet Banking, Mortgage Servicing, Finance, Branch Banking, Home Equity Loans, Residential Mortgages, Banking Relationships, AML, Operational Risk, KYC, USA PATRIOT Act, Cold Calling, Bank Management, VA loans, Customer Experience, Construction Loans, Commercial Mortgages, Credit Risk, Treasury Management, Private Banking
Education
California State University-Sacramento 2002 — 2004
BS, Finance
San Francisco State University 2000 — 2002
Turbo Auto Transport, LLC July 2011 - Present
Williams-Sonoma, Inc. October 2003 - June 2011
Long Realty Company June 2004 - July 2009
Wells Fargo Bank January 1979 - August 2002
Skills
Customer Service, Real Estate, Sales, Customer Satisfaction, Negotiation, Marketing, Microsoft Office, Business Development, Management, Retail, Team Building, Market Analysis, Project Management, Investment Properties, Sales Management, First Time Home Buyers, Budgets, Investments, Event Planning, Financial Analysis, Leadership, Recruiting, Training, Profit, Merchandising, Marketing Strategy, Operations Management, Contract Negotiation, New Business Development, Strategic Planning, Coaching, Account Management, Small Business, Hiring
Education
University of Phoenix 2007 — 2009
BS, Business Management
California State University-San Bernardino
Bank of the West March 2015 - Present
Wells Fargo August 2014 - March 2015
Wells Fargo Bank April 2011 - August 2014
First Bank April 2007 - October 2010
Wells Fargo Bank October 2006 - April 2007
Wells Fargo Bank June 2004 - October 2006
Wells Fargo Bank November 1998 - May 2004
Wells Fargo 1998 - 2004
Wells Fargo Bank May 1992 - October 1998
Skills
Banking, Commercial Banking, Cash Management, Credit, Loans, Portfolio Management, Small Business Lending, Loan Origination, Credit Analysis, Commercial Lending
Education
California State University-San Bernardino 1996 — 1999
Finance
Chaffey College 1992 — 1995
General Education
Boeing May 2015 - Present
A Place for Mom April 2012 - May 2015
Aramark Uniform Services October 2008 - September 2009
Sterling Savings Bank August 2007 - October 2008
Wells Fargo Bank May 2005 - August 2007
Skills
Microsoft Excel, Team Building, Financial Analysis, Forecasting, Variance Analysis, Journal Entries, Revenue Recognition, Revenue Forecasting, Revenue Analysis, Credit, Account Management, Loans, Marketing, Accounting, Sales, Financial Reporting
Education
San Diego State University 2000 — 2004
Bachelor of Arts, Economics
Cañada College 1999 — 2001
Associates, General Education
Irwin & Associates April 2014 - Present
Luxury Apparel Group December 2010 - July 2013
Wells Fargo Bank November 2009 - November 2010
Starbucks Coffee Company 2007 - 2010
Chilean Ministry of Education, English Opens Doors March 2008 - July 2008
Skills
Customer Service, Management, Microsoft Excel, Microsoft Office, PowerPoint, Social Media Marketing, Microsoft Word, Social Media
Education
California Western School of Law 2013 — 2016
Doctor of Law (J.D.)
University of California, Santa Barbara 2005 — 2009
B.A., Global and International Studies, Spanish
Stay at home mom June 2014 - Present
Chabot's Farmers Insurance Agency 2003 - Present
California Credit Union League 1999 - 2003
Wells Fargo Bank 1995 - 1999
Skills
Commercial Insurance, Property & Casualty..., Small Business, Professional Liability, Customer Service, Sales, Life Insurance, Health Insurance, Insurance, Workers Compensation, Homeowners, Coaching, Executive Management
Education
California State University-San Bernardino 1994 — 1999
BA, Biology
Peronal Management Services January 1989 - Present
Wells Fargo Bank January 1987 - January 1989
Bank of America July 1961 - January 1987
Skills
Investments, Wealth Management, Mutual Funds, Equities, Asset Managment, Asset Management, Estate Planning
Education
Pacific Coast Banking 1967 — 1969
Master's degree, Trust Banking
CSU Sacramento 1957 — 1960
Bachelor of Arts (B.A.), Finance, General
Wells Fargo Bank
Skills
Risk Management, Financial Services, Banking, Management, Management Consulting
Education
California Institute of Technology
Project Management
Wells Fargo April 2006 - Present
Wells Fargo Bank November 1995 - March 2006
Education
California State University-San Bernardino 1997 — 2001
Bachelor of Business Administration (B.B.A.), Marketing
Cal State San Bernardino 1994 — 1998
Bachelor of Business Administration (B.B.A.), Marketing
Buckeye Education Foundation June 2010 - Present
Cameron Park Automotive March 2009 - Present
Optimist Club of Cameron Park January 1996 - Present
Wells Fargo Bank May 2006 - February 2009
Young Life-Sacramento Area August 2004 - July 2006
Pizza Guys July 2004 - October 2005
Ponderosa High School Key Club August 2001 - May 2005
Education
California State University-Sacramento 2008 — 2010
Bachelor of Science Degree, Business Administration; Marketing Concentration
Folsom Lake Community College 2005 — 2007
Associate of Arts Degree, General Education
Wells Fargo 2015 - Present
Wells Fargo Bank 2010 - Present
Citigroup August 2007 - August 2010
Calvary Christian Fellowship September 1998 - June 2007
Skills
Small Business Lending, Lines Of Credit, Commercial Banking, Credit, Commercial Lending, Recruitment/Retention, Training & Development, Change Management, Sales Management, HR Policies
Education
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
Calvin College 1993 — 1997
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
Wells Fargo April 2015 - Present
Wells Fargo Bank January 2010 - Present
Wells Fargo August 2008 - December 2009
Wells Fargo January 2008 - August 2008
Wells Fargo September 2007 - November 2007
Wells Fargo May 2007 - September 2007
Skills
Customer Service, Commercial Banking, Consumer Lending, Loans, Credit, Microsoft Office, Marketing, Team Management, Team Building, Microsoft Excel, Financial Services, Credit Analysis, Training, Financial Analysis, Retail Banking, New Business Development, Treasury Management, Coaching, Sales, Banking, Relationship Management, Retail, Mortgage Lending, Cross Selling, Lines Of Credit, Strategic Planning, Process Improvement, Sales Management, Commercial Lending, Leadership, Business Development, Team Leadership, Small Business Lending
Education
National Holistic Institute 1995 — 1996
900+ hr Core Health Educator program
California State University-Sacramento 1991 — 1995
Bachelor of Science, Pre-Physical Therapy
Diablo Valley College 1988 — 1990
Associate of Arts, Business
Bank of America September 2015 - Present
Bank of America December 2014 - August 2015
Wells Fargo Wealth Management March 2014 - December 2014
Wells Fargo October 2011 - February 2014
Wells Fargo January 2011 - October 2011
US EPA May 2008 - December 2010
Wells Fargo Bank November 2005 - July 2010
Glass McClure May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Credit, Customer Service, Financial Analysis, Banking, Outlook, Microsoft Word, Access, Data Analysis, Accounting, Loans, Finance, Data Entry
Education
California State University-Sacramento 2007 — 2010
Bachelors Degree, Public Relations and Marketing
Tarbell Realtors January 2014 - Present
JH Construction August 2013 - Present
Wells Fargo Bank January 2002 - November 2014
Skills
Real Estate, Marketing, Foreclosures, Short Sales, Negotiation, First Time Home Buyers, Real Estate Transactions, Investment Properties, Investments, REO
Education
California State University-San Bernardino 2001 — 2005
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Azusa Pacific University
Master's degree, Education
First Citizens Bank November 2011 - Present
Bank of the West September 2010 - November 2011
Wells Fargo Bank August 2005 - September 2010
Merrill Lynch May 2000 - August 2005
Wells Fargo Bank September 1994 - May 2000
Bank of America December 1990 - September 1994
Education
California State University-Sacramento 1985 — 1987
MBA, Finance
University of California, Berkeley 1979 — 1984
BA, Zoology
Esurance February 2004 - Present
Progressive Insurance July 2002 - February 2004
Wells Fargo Bank July 2001 - July 2002
Etrade March 1997 - March 2001
Education
California State University-Sacramento 2006 — 2010
Bachelor, Organizational Communications
Bank of the West 1997 - Present
Wells Fargo Bank 1987 - 1997
Bank of America 1983 - 1986
Skills
Commercial Banking, Risk Management, Credit, Financial Analysis, Loans, Banking, Credit Risk, Credit Analysis, Portfolio Management, Real Estate Economics
Education
University of Washington, Michael G. Foster School of Business 1980 — 1982
MBA, Finance
Calvin College 1974 — 1979
B.A., Business Economics
Wells Fargo Bank 2000 - Present
Skills
Process Improvement, Vendor Management, SDLC, Business Analysis, Visio, SharePoint, Disaster Recovery, ITIL, PMP, Risk Management, Requirements Analysis, IT Management
Education
CSU Sacramento
BS, Business Management
CSU Sacramento
BS, Speech Pathology and Audiology
Golden Gate University
MBA, Business Management
SECU August 2015 - Present
SECU September 2014 - August 2015
SECU December 2011 - September 2014
Wells Fargo Bank June 2010 - December 2011
Pet Supplies "Plus" May 2009 - August 2009
Skills
Banking, Customer Service, Corporate Finance, Loans, Marketing, Sales, Security, Risk Management, Credit, Public Speaking, Microsoft Word, Microsoft Excel, Leadership, Public Relations, Access, Microsoft Office, PowerPoint, Research, Finance, Financial Services, Management
Education
Campbell University
Bachelor, Business Administration
Wells Fargo Bank March 2003 - Present
Wells Fargo Home Mortgage 2003 - Present
Education
California State University-Sacramento 1985 — 1988
BA, psychology
Chabot Wealth Management December 2010 - Present
OliveCrest 2012 - Present
BNI 2011 - 2012
CUSO September 2005 - December 2010
Altura Credit Union 2005 - 2010
Farmers Insurance January 2001 - January 2005
Bank of America January 2000 - January 2001
Wells Fargo Bank September 1994 - January 2000
Skills
Comprehensive Wealth..., Financial Planning, Investment Advisory, Estate Planning, Asset Managment, Retirement Planning, Strategic Financial..., Insurance, Comprehensive Planning, Series 7, Investments, Life Insurance, Wealth Management, Wealth Management..., Financial Planners, Series 6, Financial Services, Mutual Funds, Certified Financial..., Financial Goals, 401k, Series 63, Fixed Annuities, Retirement, Securities, Asset Allocation, Finance, Portfolio Management, Asset Management
Education
College for Financial Planning 2007 — 2010
CFP®, Financial Planning
CSUSB 1998 — 2000
MBA, Business Administration
CSUSB 1993 — 1998
BA, Business Administration
Hesperia
Wells Fargo Bank March 2008 - Present
Wells Fargo Financial September 2004 - February 2008
Sears Hardware September 1999 - August 2004
Skills
Training, Sales, Windows, English, Microsoft Office, Research, Team Management, Microsoft Word, Customer Service, Management, Leadership, Outlook, PowerPoint, Microsoft Excel
Education
Rowan University 2002 — 2004
Bachelor's degree, Business Administration and Management, General, 3.0
Camden County College 2000 — 2002
Associate's degree, Business Administration and Management, General, 3.0
Delaware Valley College 1999 — 2000
Bachelor's degree, Business Administration and Management, General, 2.8
Wells Fargo Bank June 1987 - Present
Skills
Credit, Trusts, Banking, Risk Management, Portfolio Management
Education
Campbell University 1983 — 1987
Bachelor's Degree, Trust Management, Summa Cum Laude
Campbell University
Pacific Mercantile Bank June 2014 - Present
Wells Fargo Bank October 2010 - June 2014
Education
California State University-San Bernardino 2013 — 2014
Bachelor of Arts (BA), Sociology
Pacific Gas and Electric Company September 2012 - Present
Wells Fargo Bank October 2006 - October 2010
ADP October 1996 - July 2006
Nestle July 1995 - September 1996
Charles Schwab June 1993 - July 1995
UCSF Medical Center November 1990 - June 1993
APL October 1989 - November 1990
Skills
Web Services, Databases, Microsoft SQL Server, Oracle, VB.NET, Scrum, Agile Methodologies, Visual Basic, Visual Studio, ASP.NET, ASP, JavaScript, Crystal Reports, Access, SSIS, SSRS, SQL, XML, Visio, Database Design, VBScript, Web Applications, PL/SQL, Software Development, Business Intelligence, Analysis, Technical Support, Software Documentation, Test Cases, MS Project, Testing, T-SQL
Education
CSU,East Bay 2010 — 2013
Bachelor of Science (B.S.), Registered Nursing
CSU Sacramento
Bachelor of Science (B.S.), Computer Science
Bank of the West April 2014 - Present
Bank of America March 2008 - April 2014
TMC Development November 2003 - July 2007
Wells Fargo Bank April 1992 - November 2003
Skills
Teamwork, New Business Development, Sales, Commercial Lending, Small Business Lending, Real Estate Lending, Commercial Real Estate, Banking, Loans, Asset Based Lending, Asset Management, Business Development, Cash Flow Lending, Cash Management, Commercial Mortgages, Commercial Banking, Construction Loans, Consumer Lending, Finance, Financial Analysis, Loan Origination, Middle Market, Mortgage Lending, Portfolio Management, Relationship Management, SBA, SBA 504, Small Business
Education
California State University-Sacramento
PwC May 2013 - Present
PSR Solutions January 2009 - December 2012
Orchard Supply Hardware (Corporate Office) August 2007 - October 2008
Sharp Limousine Inc October 2003 - December 2006
Wine & Roses Limousine Service January 2002 - October 2003
Wells Fargo Bank December 2000 - September 2001
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Public Speaking
Education
Woodside High School 1988 — 1992
High School
Cañada College
Wells Fargo Bank December 2010 - Present
Skills
Commercial Banking, Commercial Lending, Credit, Banking, Loans, Credit Analysis, Small Business Lending, Consumer Lending, Loan Origination, Commercial Mortgages, Portfolio Management, Lines Of Credit, Mortgage Lending, Financial Analysis, Credit Risk
Education
Campbell University 1980 — 1984
BA, History
Campbell University 1980 — 1984
Bachelor's degree, History
Integrity First Financial Group (IFFG) April 2014 - Present
Alterra Home Loans December 2013 - April 2014
Wells Fargo Home Mortgage October 2011 - December 2013
Wells Fargo Bank October 2007 - October 2011
Skills
Sales Finance, Finance, Customer Service, Real Estate, Mortgage Lending, Proactive self-starter
Education
University of Redlands 2007 — 2009
Master's degree, Finance, General
California State University-San Bernardino 2001 — 2005
Bachelor's degree, Finance, General