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
Touchmark National Bank January 2015 - Present
Cornerstone Bank January 2013 - April 2014
SunTrust Bank August 2010 - January 2013
Wells Fargo Bank December 2005 - August 2010
Skills
Sales, Marketing Communications, Underwriting, Relationship Management, Retail Banking, Credit, Credit Analysis, Commercial Lending, Tax Preparation, Residential Real Estate..., Consumer Lending, Mortgage Lending, Management, Finance, Financial Modeling, Banking, Small Business Lending, Risk Management, Loans
Education
Clark Atlanta University Graduate School 2003 — 2005
Master of Business Administration (MBA), Business Administration
Clark Atlanta University 1998 — 2002
Bachelor of Business Administration (BBA), Marketing/Marketing Management
LSH Investments and Loans, Inc. 2004 - Present
Session Mortgage Services, Inc. 2001 - 2004
CommerceNet 1999 - 2001
Wells Fargo Bank 1997 - 1999
CSX Transportation 1989 - 1994
Procter & Gamble 1988 - 1989
Skills
Contract Negotiation, Strategic Partnerships, Territory Management, Telemarketing, New Business Development, Sales, Cold Calling, Strategic Planning, Business Development, Negotiation, Forecasting, Coaching, Marketing, Team Building, Sales Management, Account Management, Team Leadership, Business Strategy, Public Speaking, Budget, Budgets, Start-ups, CRM, Strategy, Sales Force Development, Selling, Management, Competitive Analysis, Executive Management, Program Management, Management Consulting, Real Estate, Training, E-commerce, Entrepreneurship, Marketing Strategy, Salesforce.com, Leadership, Finance, Portfolio Management, Mergers & Acquisitions
Education
Clark Atlanta University
MBA, Finance & Strategy
Florida Agricultural and Mechanical University
BS, Business Administration
University of Southern California - Marshall School of Business
Real Estate Finance & Development
International Effectiveness Centers August 2013 - Present
Wells Fargo Bank April 2011 - April 2013
Bank of America July 2008 - March 2011
UCLA Pharmacology Personnel July 2007 - June 2008
William H. Yao, M.D. November 2005 - May 2006
Chef Lau’s Chinese Seafood Cuisine January 2004 - January 2005
McDonald's Corporation June 2002 - July 2003
Skills
Retail Banking, Small Business..., Customer Relations, Banking, Leadership, Credit, Management, Training, Loans, Customer Satisfaction, Recruiting, Sales, Team Building, Human Resources, Teamwork, Insurance, Finance, Payroll, Software Documentation, Portfolio Management, System Administration, Coaching, Accounts Payable, Customer Service, Accounting, Analysis, Lines Of Credit
Education
City College of San Francisco 2014 — 2015
Health Care Interpreter Certificate, Health/Health Care Administration/Management, 4.0
International Effectiveness Centers 2013 — 2014
Medical interpreter, Healthcare interpreting, A
University of California, Los Angeles 2006 — 2008
Bachelor of Arts, Economics
Laney College 2002 — 2005
Associate of Arts, Business/ Accounting
Alameda High School 1998 — 2002
High School Diploma, Accounting and Business/Management
Randstad January 2013 - March 2014
Hewlett-Packard June 2010 - June 2012
Jewish Community Federation July 2007 - December 2008
Wells Fargo Bank August 2006 - July 2007
Fund for the Public Interest May 2005 - December 2005
Nebraska Appleseed Center January 2004 - December 2004
Paterson for Congress March 2002 - November 2002
Nebraska Public Radio Network January 1999 - March 2002
Intercom Academy of English September 1995 - August 1997
Skills
Social Media, Marketing, Fundraising, Event Planning, Marketing Communications, Public Relations, Strategic Communications, Event Management, Internal Communications, Project Management, Newsletters, Media Relations, Community Outreach, Social Networking, Content Management, Recruiting, Facebook, Advertising, Human Resources, Nonprofits, Public Speaking, Microsoft Office, Editing, Strategy, Digital Strategy, Coaching, Project Planning, Creative Writing, Team Leadership, Press Releases, Leadership, Corporate Communications, Research, Online Marketing, Organizational..., Digital Media, Blogging, Online Advertising, Training, Strategic Planning, Copy Editing, Proposal Writing, Program Management, Marketing Strategy, Copywriting, Email Marketing, Budgets, Management, Social Media Marketing, Digital Marketing
Education
University of Nebraska-Lincoln 2002 — 2004
Masters Program, English, Spanish
City University of New York City College 1992 — 1994
Masters Program, Creative Writing
City University of New York City College 1991 — 1994
BA, Creative Writing
New School University 1989 — 1990
Jazz Studies Program
University of Nebraska-Lincoln 1983 — 1988
Music, Journalism
Wells Fargo May 2014 - Present
Wells Fargo May 2013 - May 2014
Wells Fargo Bank March 2003 - May 2013
Skills
Credit, Loans, Retail Banking, Customer Service, Consumer Lending, Financial Services, Relationship Management, Mortgage Lending, Commercial Banking, Customer Satisfaction, Financial Analysis, Banking, Business Development, Sales, Sales Management, Management
Education
San Francisco State University 2011 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management
City College of San Francisco
Wells Fargo Bank Global Payments Account AdministratorBank of AmericaAugust 1985 - May 1992
Skills
Loans, Retail Banking, Banking, Credit, Consumer Lending, Call Centers, Management, Relationship Management, Portfolio Management, Credit Analysis, Microsoft Office, Customer Service, Cash Management, Commercial Banking, Team Building, Leadership
Education
City College of San Francisco 1975 — 1977
Junior College, GENERAL STUDIES AND PSYCHOLOGY, B
Fresh Start Properties,LLC June 2012 - Present
Wells Fargo Bank September 2007 - January 2012
Lend America September 2006 - August 2007
Mortgage Source LLC December 2001 - September 2006
Skills
Notary Public, Customer Service, Sales, PowerPoint, Microsoft Excel, Outlook, Microsoft Office, Data Entry, Microsoft Word, Time Management, Customer Satisfaction, Retail, Cold Calling, Real Estate, Credit, Marketing, Telephone Skills, Selling, Leadership, Loans, Retail Sales, Rentals, Condos, Referrals, FHA, Investment Properties, Mortgage Banking, Mortgage Lending, Relocation, Property Management, Foreclosures, First Time Home Buyers, Investors, Real Estate Transactions, REO, Short Sales, Residential Homes, Sellers, Home Staging, Insurance, Negotiation, New Home Sales, Finance, Property, Contract Negotiation, Listings, Credit Analysis, Real Property, Buyer Representation, Loan Origination
Education
John Jay College of Criminal Justice
Forensic Psychology
Wells Fargo June 2012 - Present
Wells Fargo Bank June 2011 - June 2012
Wells Fargo June 2007 - June 2011
Skills
Treasury Management, Working Capital..., Commercial Banking, Banking, Portfolio Management, Relationship Management, Insurance, Customer Service, Sales, Strategic Planning, Microsoft Excel, Microsoft Office, Sales Management, New Business Development, CTP, Credit, Credit Analysis, Financial Analysis, Financial Services, Loans, Cash Management, Management, Commercial Lending
Education
City University of Seattle 2009 — 2010
MBA, Leadership
Washington State University 2000 — 2004
BA, Business with emphasis in Management Information System
Tahoma High School 1996 — 2000
Wells Fargo Bank November 2010 - Present
Jamba Juice July 2007 - November 2010
Skills
Operations Management, Management, Project Planning, Event Management, Customer Service, Credit, Banking, Cash Management, Financial Analysis, Microsoft Excel, Time Management, Microsoft Office, Cross Selling, Sales, Leadership, Finance, Business Development
Education
City College of San Francisco 2008 — 2014
Business and Political Science
Wells Fargo Bank October 1995 - Present
Skills
Mortgage Lending, Mortgage Banking, Refinance, FHA, Loan Origination, Loans, Residential Mortgages, Credit, VA loans, FHA financing, Banking, USDA, Credit Analysis, Investments, Underwriting
Education
Clark State Community College 1984 — 1991
Accounting
Shawnee and JVS
BECU February 2008 - Present
BECU February 2008 - December 2013
United Way of King County January 2012 - April 2012
Bank of America 2006 - 2007
The Bank of Washington 2003 - 2006
Wells Fargo Bank 2001 - 2003
KeyBank 1997 - 2001
Skills
Small Business, Small Business Lending, Credit, Cash Flow, Loans, Real Estate, Banking, Compliance, Credit Analysis, SBA, Commercial Lending, Lines Of Credit, Consumer Lending, Commercial Banking
Education
City University of Seattle
Bachelor of Science, Business-Finance
Young Community Developers Inc. July 2014 - Present
San Pablo Lytton Casino July 2013 - October 2013
Enterprise Rent-A-Car November 2012 - April 2013
Wells Fargo Bank March 2008 - October 2012
Wells Fargo Bank March 2008 - October 2012
Skills
Loans, Banking, Credit, Retail Banking, Sales, Customer Service, Customer Retention, Call Centers, Commercial Banking, Consumer Lending, Customer Satisfaction, Sales Management, Cold Calling, Administrative..., Management, Community Outreach, Nonprofits, Public Speaking, Microsoft Office, Program Development, Fundraising, Leadership, Event Planning, Volunteer Management, Training
Education
San Francisco State University 2015 — 2017
Bachelor’s Degree, Psychology
City College of San Francisco 2008 — 2014
Associate’s Degree, Psychology
Phillip and Sala Burton High School 2002 — 2006
High School Diploma
Fifth Third Bank August 2013 - Present
Wachovia Bank October 2008 - January 2013
Wells Fargo Bank October 2008 - January 2013
Harris myCFO Investment Advisory Services, LLC January 2007 - October 2008
Banc of America Investments June 1997 - January 2007
Bank of America 1997 - 2007
U. S. Trust, Bank of America Private Wealth Management 1997 - 2007
US Trust, Bank of America 1997 - 2007
Skills
Asset Allocation, Alternative Investments, Portfolio Management, Investment Strategies, Investments, Asset Management, Hedge Funds, Wealth Management, High Net Worth..., Fixed Income, Equities, Investment Advisory, Mutual Funds, Private Wealth..., Retirement Planning, Risk Management, Financial Planning, Portfolios, Bonds
Education
Clark Atlanta University 1992 — 1994
MBA, Finance and Decision Sciences
University of Florida 1985 — 1990
Bachelor of Science in Business Administration, Finance and Marketing
Multiple Organizations September 2013 - Present
Headstart Vietnam February 2012 - June 2013
National Economics University Hanoi January 2012 - June 2013
German Chamber of Commerce, Flanders Investment and Trade, & Others September 2011 - June 2013
Clark University September 2009 - May 2011
Lan Anh Spa June 2010 - August 2010
Multiple Research Projects July 2005 - May 2010
Wells Fargo Bank December 2008 - July 2009
Bureau of Sociological Research November 2007 - August 2008
University of Nebraska–Lincoln September 2005 - May 2008
Skills
Bloomberg, Data Analysis, Bloomberg Terminal, Financial Analysis, Microsoft Excel
Education
Clark University 2009 — 2011
MBA, Marketing and Global Business
University of Nebraska-Lincoln 2004 — 2008
BA, Economics, International Studies, German
Wells Fargo Bank July 2006 - Present
Skills
Mortgage Lending, Retail Banking, Credit, Loans, Banking, Consumer Lending, Cross Selling, Lines Of Credit, Loan Origination, Relationship Management, Small Business Lending
Education
City College of San Francisco 2006 — 2008
Buck Consultants October 2013 - Present
Buck Consultants August 2011 - Present
Early Learning Coalition of Pasco and Hernando Counties, Inc. December 2005 - January 2010
PAS Associates Human Resources Consultants February 2000 - July 2005
Wells Fargo Bank December 1997 - January 2000
Skills
Microsoft Word, Microsoft Excel, Customer Service, Budgets, Recruiting, Office Management, File Management, Financial Accounting, Customer Satisfaction, Marketing, Marketing Communications, Coaching, Internal Communications, Microsoft PowerPoint, Accounts Payable, Accounts Receivable, Banking, GAAP, Fund Accounting, Bank Reconciliation, Strategic Planning, Marketing Strategy, Onboarding, Invoice Processing, Outlook, Travel Management, Manage Client..., Payroll, Executive Calendar..., Executive Support, Accounting Applications, Copy Editing, Proofreading, Proposal Support, Social Media Marketing, Expense Management, Inventory Management, Workflow Management, RFP Generation, New Business Development, Salesforce Administrator, Event Planning, Office Administration, Administrative..., Employee Relations, Nonprofits, Accounting, Teamwork, Administrative..., PowerPoint
Education
University of Phoenix 2014 — 2016
BSB/ACC, Finance/Accounting
City University of New York-Hunter College 1993 — 1997
BS/Biology, General Studies
New Utrecht High School
Wells Fargo Bank April 2012 - Present
Wells Fargo Bank February 2008 - April 2012
Wells Fargo Bank January 1997 - February 2008
Wells Fargo Bank 1995 - January 1997
Skills
Banking, Management, Cross Selling, Mortgage Banking, Public Relations, Customer Service, Coaching, Deposits, Sales, Event Management, Team Building, Credit, Family History..., Heritage and Photo Book..., Loans, Retail Banking, Leadership, Consumer Lending, Marketing, Finance
Education
Clackamas Community College 1975 — 1976
Business Studies
Wells Fargo Bank 2011 - Present
Wells Fargo November 2009 - July 2011
Walgreens July 2006 - October 2009
Skills
Small Business Lending, Commercial Lending, Credit, Loans, Credit Analysis, Retirement Planning, Commercial Banking, Series 7, IRAs, Banking, Securities, Investments, 401k, Mutual Funds, Strategic Financial..., Home Equity Lines of..., Financial Analysis, Underwriting, Portfolio Management, Insurance
Education
City University of New York-College of Staten Island
Bachelor of Science (B.S.), Political Science and Government
Brooklyn College
Business/Managerial Economics
Genentech, Inc. thru Atrium Staffing November 2012 - May 2014
Robert Half & Associates International November 2011 - August 2012
Wells Fargo Bank March 2007 - October 2011
Charles Schwab and Co., Inc October 2006 - February 2007
Navigant Consulting, Inc June 2005 - September 2006
Gap, Inc January 2005 - May 2005
Speakeasy, Inc. July 2003 - November 2004
Bingham, Osborn & Scarborough LLC September 1997 - June 2003
Arthur Andersen LLP October 1991 - March 1997
Skills
Microsoft Office, Microsoft Word, Microsoft Visio, Oracle HR, Microsoft Excel, Concur, Microsoft Outlook, Visio, Outlook, Data Entry, Human Resources, Administrative..., Accounts Payable, Invoicing, Event Planning
Education
City College of San Francisco
Associate degree (AA)
Contra Costa County Bar Association Criminal Conflict Program 2011 - Present
Contra Costa County January 2015 - Present
Fact Quest April 2010 - Present
California Association of Licensed Investigators (CALI) 2011 - Present
The Sellers Investigative Group July 2014 - May 2015
Levin Simes Kaiser Gornick LLP 2007 - 2009
Wells Fargo Bank 2004 - 2007
Kazan McClain Lyons Greenwood & Harley, PLC 2002 - 2003
Charles Schwab & Company Inc. 1999 - 2002
Skills
Private Investigations, Trials, Litigation Support, Investigative Research, Witness Location, Process Server, Interviewing, Criminal Defense..., Trial Preparation, Surveillance, Investigation, Interviews, Background Checks, Fraud, Training Program..., Policy/Procedure..., Onboarding, Training, Risk Assessment, Evidence, Law Enforcement
Education
City University of New York-Brooklyn College
Master of Arts, Industrial Organizational Psychology
State University of New York at Stony Brook
Bachelor of Arts, Psychology and Social Sciences
San Francisco State University College of Extended Learning 2007 — 2008
Paralegal Studies
Virgin America September 2012 - September 2014
St. Regis Hotel June 2011 - August 2011
Wells Fargo Bank September 2009 - March 2011
In-N-Out Burger January 2005 - August 2009
Sandalwood Spa January 2008 - April 2008
Dryers Ice Cream November 2002 - April 2003
Merril's Drug Center June 2002 - August 2002
Skills
Conflict Resolution, Customer Service, Coordination, Communication, Team Leadership, Teamwork, Open Minded, Multi Tasking, Flight Safety, Always On Time, Research, Public Speaking, Fundraising, Event Planning, Social Networking, Outlook, Microsoft Excel, Human Resources, Hotels, Accounting, Sales, Training, Time Management, Leadership, Hospitality
Education
San Francisco State University, College of Business 2005 — 2011
Bachelor of Science, International Business and Hospitality Management
City University of Hong Kong 2008 — 2008
SFSU International Student Exchange Program, International Business
Bank of America December 2010 - Present
Wells Fargo Bank March 2001 - December 2010
Wells Fargo December 1999 - March 2001
Wells Fargo May 1999 - November 1999
Wells Fargo April 1998 - May 1999
Wells Fargo September 1997 - April 1998
Wells Fargo June 1997 - September 1997
Skills
Risk Management, Management, Leadership, Business Development, Loans, Portfolio Management, Training, Start-ups, Finance, Budgets, Strategic Planning, Sales Management, Marketing, Treasury Management, Sales, Banking
Education
City College of San Francisco
Accounting
The Columbia Bank January 2014 - Present
Sterling National Bank August 2013 - January 2014
Federal National Commercial Credit January 2012 - August 2013
PNC Bank March 2009 - January 2012
PNC Bank October 2007 - March 2009
Commercial Finance Group LLC February 2006 - May 2007
Bank of America December 2003 - February 2006
Wells Fargo Bank 1997 - 2003
Skills
Credit, Loans, Portfolio Management, Banking, Commercial Banking, Small Business Lending, Finance, Commercial Lending, Business Development, Financial Services, Asset Based Lending, Lines Of Credit, Cross Selling, Credit Analysis, Strategic Planning, Financial Analysis, Strategic Financial..., Start-ups, Structuring, Working Capital..., Cash Management, Commercial Mortgages, SBA, Management, Mortgage Lending, Relationship Management, Small Business, Investments, SBA 504, Financial Risk, Mortgage Banking, Insurance, Refinance, Underwriting, Credit Risk, Cash Flow, Loan Origination, Funding, Treasury Management, Financial Structuring, Factoring, Risk Management, Consumer Lending, CRM, Cash Flow Lending, Executive Management, Retail Banking, Corporate Finance, Due Diligence
Education
Clark Atlanta University 1996 — 1998
MBA, Finance
University of Maryland Baltimore County 1990 — 1995
BA, Economics
Wells Fargo Bank 2011 - Present
The Closing Specialists 2004 - 2011
Integrity First Mortgage 2002 - 2004
Skills
Renovation Financing, FHA 203K, Fannie Mae Homestyle, Residential Mortgages, FHA financing, Finance, Refinance, FHA, Government Loans, Loans, Foreclosures, Residential Homes, Short Sales, REO, Mortgage Lending, 203K
Education
Clarion University of Pennsylvania 1997 — 2001
Bachelor of Arts (BA)
Derry Area High 1994 — 1997
Wells Fargo Bank 2011 - Present
Wells Fargo Bank March 2006 - August 2011
Wachovia, A Wells Fargo Company October 2003 - March 2006
Wachovia, A Wells Fargo Company October 2003 - January 2006
Skills
Banking, Treasury Services, Cash Management, Relationship Management, Process Improvement, Mergers & Acquisitions, Product Management, Core Banking, Treasury Management, Project Management, ERP, Retail Banking, Risk Management, ACH, Treasury, Commercial Banking, Internet Banking, Payments, Credit, Portfolio Management, Financial Services, Cross-functional Team..., Management, Payment Systems, Credit Cards, Vendor Management, PMO, Electronic Payments, Program Management, Executive Management, Business Analysis
Education
Clarion University of Pennsylvania 1987 — 1991
BA, Speech Comm & Spanish
Wells Fargo Bank September 2011 - Present
Wells Fargo Bank September 2010 - September 2011
Wells Fargo September 2009 - November 2010
Bank of Clark County February 2007 - February 2009
Performance Contracting Group August 2006 - February 2007
Petrochem Insulation, Inc. September 1998 - July 2006
Skills
Business Development, Cross-functional Team..., Strategy, Financial Analysis, Leadership, New Business Development, Small Business, Strategic Planning, Sales, Training, Lead Generation, Customer Satisfaction, CRM, Business Planning, Management, Banking, Program Management, Marketing, Budgets, Coaching
Education
George Fox University 2005 — 2007
M.B.A., Business Leadership and Management
George Fox University 1995 — 1997
B.A. Business Management and Organizational Leadership, Business Management and Leadership
Clark College 1992 — 1994
Arts and Sciences, Foundational Requirements for Business
MGM April 2015 - Present
PwC August 2010 - April 2015
PwC June 2009 - August 2009
Wells Fargo Bank June 2008 - August 2008
City of Los Angeles June 2007 - August 2007
Education
Claremont McKenna College 2006 — 2010
Bachelor of Arts, Economics, Accounting, Government
Downtown Magnets High School
Union Bank March 2012 - Present
FDIC January 2010 - March 2012
FDIC April 2011 - October 2011
FDIC February 2009 - December 2009
The J. David Gladstone Institutes December 2000 - December 2008
Prudential Financial June 1998 - September 2000
Wells Fargo Bank July 1992 - June 1998
Credit Lyonnais 1988 - 1992
Skills
Real Estate Investment, Commercial Banking, Real Estate Finance, Loans, Real Estate Economics, Underwriting, Credit, Banking, Portfolio Management, Finance, Financial Analysis, Credit Analysis, Negotiation, Loan Origination, Analysis, Due Diligence, Investment Properties, Valuation, Asset Management, Loan Servicing, Investments, Mortgage Banking, Foreclosures, Risk Management, Asset Managment, Disposition, Mergers & Acquisitions, Mortgage Lending, Training, Commercial Real Estate, Commercial Lending, Real Estate, Mergers, Credit Risk, Loss Mitigation, Equities, Leases, Brokerage, Strategy, Budgets
Education
Claremont McKenna College 2003 — 2007
Bachelor of Arts, Economics
University of California, Irvine - The Paul Merage School of Business 1992 — 1993
MBA, Finance
National Advocates for Pregnant Women August 2009 - Present
National Advocates for Pregnant Women June 2008 - August 2009
International Women's Human Rights Clinic, CUNY School of Law August 2008 - May 2009
CUNY School of Law August 2006 - May 2009
Economic Justice Project, CUNY School of Law January 2008 - May 2008
Sanctuary for Families September 2007 - December 2007
ACLU of Mississippi January 2007 - January 2007
Wells Fargo Bank January 2006 - August 2006
Austin Police Department Victim Services October 2004 - August 2006
Kerbey Lane Cafe June 2001 - June 2005
Skills
Legal Research, Legal Writing, Writing, Public Speaking, Social Media, Legal Advice, Constitutional Rights, Reproductive Justice, Birth Justice, Criminal Law, Human Rights, Reproductive Rights, Maternity Care Advocacy, Drug Policy, Child Welfare Policy
Education
City University of New York School of Law 2006 — 2009
JD, Law
The University of Texas at Austin 2000 — 2005
BA, Plan II Honors, Psychology, Sociology
None October 2011 - Present
Wells Fargo Bank October 2011 - Present
Palm City Chamber of Commerce 2011 - 2011
Bank of America May 2007 - June 2010
Bank of America May 2007 - June 2010
PNC BANK October 2003 - June 2006
PNC October 2003 - June 2006
BANK OF NEW YORK (currently Bank of New York Mellon) January 2000 - January 2003
Manager January 1992 - January 2000
Bank of New York January 1989 - January 1992
Skills
Sales, Management, Credit, Finance, Banking, Leadership, Customer Service, Loans, Retail Banking, Commercial Banking
Education
Hunter College 1974 — 1975
none, Business administration
HUNTER COLLEGE
Prudential Capital Partners June 2011 - Present
Prudential Real Estate Financial Services of America July 1997 - June 2011
Prudential Real Estate and Relocation 1997 - June 2001
Wells Fargo Bank 1991 - 1997
Skills
Investments, Mergers, Finance, Loans, Budgets, Equities, Banking
Education
Claremont McKenna College 1977 — 1981
BA, Economics
Cheyenne Mountain High School 1974 — 1977
The Better Part October 2013 - Present
Four Score Studios June 1987 - Present
Hotel & Restaurant, Bartenders, & Service Employees Local #2 November 1977 - April 2007
Wells Fargo Bank January 1974 - May 1976
Royal Inn Hotels / Travelodge Motels June 1971 - September 1973
The Stage Coach Restaurant & Cafeteria June 1970 - September 1970
Jay Alec Construction April 1968 - 1970
Skills
Public Speaking, Recording, Songwriting, Composition, Marketing, Customer Service, Audio Editing, Event Planning, Sound, Microsoft Word, Video Production, Pro Tools, Audio Engineering, Guitar Playing
Education
City College of San Francisco 1970 — 1972
Arch Bishop Riordan High School 1966 — 1970
St. Gabriels Grammar School 1958 — 1966
Wells Fargo September 2014 - June 2015
JPMorgan Chase May 2012 - September 2014
JPMorgan Chase September 2011 - May 2012
Wells Fargo Bank August 2010 - February 2011
Skills
Banking, Cash Management, Microsoft Excel, Microsoft Office, Financial Analysis, Outlook, Microsoft Word, Customer Service, PowerPoint, Budgets, Spanish, Accounting, Financial Reporting, Strategic Planning, Research, Public Speaking, Recruiting, Social Media, Loans, Credit
Education
State University of New York Downstate Medical Center College of Medicine 2015 — 2016
Bachelor of Science (BS), Registered Nursing/Registered Nurse
City University of New York City College 2006 — 2010
B.A. History, US. History
Vertafore February 2015 - Present
Vertafore August 2010 - Present
Vertafore November 2012 - June 2013
Sterling Savings Bank January 2010 - February 2011
CSM PACIFIC January 2009 - August 2010
Washington Mutual Bank June 2007 - October 2008
Wells Fargo Bank January 2004 - January 2007
Magnolia Audio Video 2004 February 2004 - November 2004
Skills
Forecasting, Customer Service, Microsoft Excel, Account Management, Project Management, Budgets, Strategic Planning, Process Improvement, Project Planning, Microsoft Office, Windows, Banking, Financial Analysis, Credit, Direct Marketing, Sales, Management, Analysis, Sales Operations, Insurance, Program Management
Education
City University of Seattle 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.65
University of Washington 2011 — 2012
Project Management, Project Management
Sam Houston State University 2000 — 2003
Bachelor of Business Administration, Business
Muscular Dystrophy Association December 2014 - Present
Muscular Dystrophy Association January 2013 - December 2014
Holy Innocents Children's Hospital Uganda, Inc. March 2012 - December 2014
Bank of America 1998 - 2009
Wells Fargo Bank 1991 - 1998
Chubb Insurance 1986 - 1990
Skills
Marketing, Sales, Fundraising, Nonprofits, Public Speaking, Management, New Business Development, Event Planning, Volunteer Management, Event Management, Customer Service, Finance, Recruiting, Leadership, Microsoft Excel, Healthcare, Training, Leadership Development, Small Business, Team Building, Community Outreach, Strategic Planning, Budgets, Coaching, Program Management, Social Media, Customer Satisfaction, Entrepreneurship, Public Relations, Marketing Communications, Organizational..., Social Networking, Data Analysis, Grant Writing, PowerPoint, Social Media Marketing, Outlook, Marketing Strategy, Analysis, Project Management, Account Management, Strategy, Negotiation
Education
Claremont McKenna College
Bachelor of Arts (B.A.), Economics & History
Wells Fargo Bank March 2002 - Present
Skills
Mortgage Lending, Contract Negotiation, Process Improvement, Loans, Public Speaking, Microsoft Office, Recruiting, FHA, Real Estate, Finance, First Time Home Buyers, Sales, Short Sales, Credit Analysis, Foreclosures, Mortgage Banking, Banking, Investment Properties, Loan Origination, Leadership, Training, Management
Education
Clark Atlanta University 1990 — 1994
Homewood Flossmoor
Wells Fargo Bank - Greater Bay Division September 2011 - Present
Wells Fargo Bank January 2006 - October 2011
Stever - Rosche -Peterson September 2000 - December 2005
Goodman Lumber Co. 1989 - 2000
Skills
Credit Analysis, Underwriting, Sales Support, Credit, Customer Service, Commercial Lending, Small Business Lending, Lines Of Credit, Commercial Credit, Commercial Banking, Customer Relations, Loans, Coaching, Loan Origination, Commercial Mortgages, Credit Risk, Mortgage Lending, Asset Based Lending, Loan Structuring, Portfolio Management, Sales, Consumer Lending, Cross Selling, Banking, Risk Management, Relationship Management, Financial Analysis
Education
Wells Fargo 2013 — 2013
College of Comercial Credit
Wells Fargo Business Banking 2005 — 2006
Business Banker, Business Banking
City College of San Francisco 1994 — 1996
Union Bank June 2013 - Present
Union Bank July 2011 - Present
Tamalpais Bank Purchased by Union Bank January 2008 - January 2010
Mill Valley Business Advisory Board 2009 - 2010
Mill Valley Chamber of Commerce 2000 - 2010
Westamerica Bank September 1996 - April 2008
Wells Fargo Bank November 1986 - August 1996
Crocker Bank September 1979 - October 1986
Skills
Mortgage Lending, Portfolio Management, Finance, Commercial Lending, Cross Selling, Small Business Lending, Lines Of Credit, Private Banking, Commercial Banking, Credit Analysis, Cash Management, Investments, Leadership, Management, Retail Banking, Customer Service, Financial Services, Risk Management, Executive Management, Consumer Lending, Relationship Management, Underwriting, Wealth Management, Deposits, Loan Origination, Mutual Funds, Commercial Mortgages, Refinance, Credit Risk, Branch Management, CRM, Asset Based Lending, Mortgage Banking, Residential Mortgages, Financial Analysis, Credit, Loans, Banking, Treasury Management, SBA, Business Relationship..., Credit Cards
Education
Cannon Financial Training 2012 — 2013
Certificate in Wealth Management.
City College of San Francisco 1979 — 1982
Business Administration
Brooklyn College 1975 — 1977
Psychology
Wells Fargo November 2009 - Present
Wells Fargo Bank July 1999 - November 2009
Education
City College of San Francisco 1990 — 2004
AA, Business Management
Amscan July 2013 - Present
Bloomingdales October 2009 - Present
The Jones Group Inc. January 2013 - April 2013
Washingtonville Housing Alliance, Inc. January 2012 - January 2013
Wells Fargo Bank July 2010 - January 2012
ABCO Lock & Alarm March 2008 - May 2011
Village Square Bagels August 2005 - June 2010
Skills
Event Planning, Nonprofits, Administrative..., Office Administration, Facebook, Outlook, Office Management, Data Entry, Event Management, Time Management, Fundraising, Spreadsheets, Social Media, Social Networking, PowerPoint, Travel Arrangements, Public Relations, Online Research, Marketing, Microsoft Word, Coordinating Events, Telephone Skills, Teamwork, Sales, Photography, Access
Education
City University of New York-Herbert H. Lehman College 2008 — 2011
Bachelor of Business Administration (B.B.A.), Marketing, 3.5 / 4.0
Rye Neck High School
Rye Neck High School
PNC Bank December 2013 - Present
Highmark November 2011 - December 2013
Wells Fargo Bank December 2006 - January 2011
Wells Fargo Bank October 2005 - December 2006
Skills
Customer Service, Process Improvement, Six Sigma, Human Resources, Green Belt, Visio, Recruiting, Relationship Management, Lean Tools, Microsoft Excel, Marketing, Account Management, Team Leadership, Inventory Management, Employee Benefits, Onboarding, Customer Retention, Outlook, Leadership, Training, Coaching, Risk Management, Banking, Data Analysis, Team Building, SharePoint, Benefits Administration, Employee Relations, College Recruiting, Business Analysis, Customer Satisfaction, New Business Development, Public Speaking, Business Requirements, Financial Services, Project Management, Microsoft Office, Sales, Hiring, Performance Management, Conflict Resolution, Employee Training, Loans, Business Process..., Workforce Planning, Talent Acquisition, Organizational..., Interviews, PowerPoint, Management
Education
Clarion University of Pennsylvania 1999 — 2003
Bachelor of Science Degree, Business Administration; Business Management and Industrial Relations
Wells Fargo Bank October 2007 - March 2012
Ameriprise Financial Services, Inc. October 2006 - June 2007
Skills
Credit, Banking, Loans, Mortgage Lending, Retail Banking, Credit Analysis, Consumer Lending, Sales, Small Business Lending, Loan Origination, Portfolio Management, Relationship Management
Education
City University of Seattle 2012 — 2014
Master's degree, Elementary Education and Teaching
University of Washington, Michael G. Foster School of Business 1996 — 2000
Bachelor of Arts (B.A.), Finance, Marketing
Wells Fargo Bank June 2003 - Present
Wells Fargo Bank March 2000 - June 2003
ANA Hotels, Inc January 1986 - September 2000
Skills
Software: MS Office..., Requirements Analysis, Agile Project Management, Software Project..., Program Management, Project Management, Change Management, Business Intelligence, SharePoint, Quality Assurance, Vendor Management, Access, PMO, IT Management, Microsoft Office, SDLC, Outlook, PowerPoint, Requirements Gathering, Business Analysis
Education
Contra Costa College 1996 — 1999
AA, Liberal Arts
City College of San Francisco 1990 — 1993
Skagit Valley Hospital January 2014 - Present
Starbucks October 2012 - October 2013
Whidbey General Hospital November 2010 - July 2012
Sears August 2010 - November 2010
Child Youth School Services August 2009 - April 2010
US Army March 2004 - February 2007
US Army January 2004 - January 2007
Wells Fargo Bank January 1999 - January 2004
Skills
Microsoft Office, Customer Service, Teamwork, Organization, Friendly Personality, Learn New Software..., Payroll, Master Scheduling, Teaching, Communication
Education
University of Phoenix
MASTERS DEGREE, BUSINESS ADMINISTRATION-HUMAN RESOURCE MANAGEMENT
City University of Seattle 2007 — 2009
Bachelor of Arts (B.A.), Applied Psychology
Skagit Valley College
City University of Seattle
MASTER OF SCIENCE, PROJECT MANAGEMENT
Wells Fargo Bank October 2011 - Present
Hager Pacific Properties June 2010 - August 2010
Family Office of Governor Jon S. Corzine February 2005 - September 2009
Corzine '09, Inc. January 2006 - August 2009
Corzine for Governor Inc February 2005 - January 2006
Metrocare Ambulance, Inc. June 2002 - August 2004
Skills
Real Estate Economics, Investments, Real Estate, Asset Managment, Valuation, Mortgage Lending, Financial Modeling, Real Estate Transactions, Underwriting, Due Diligence, Asset Management, Portfolio Management, Investment Banking, Finance, Mergers & Acquisitions, Banking, Commercial Real Estate, Financial Analysis, Management
Education
UCLA Anderson School of Management 2009 — 2011
M.B.A, Real Estate and Finance
Brooklyn College 2002 — 2004
B.A, History
Cornell University 2000 — 2002
History
Wells Fargo Bank October 2011 - Present
Wells Fargo Bank March 2007 - October 2011
Wells Fargo June 2004 - March 2007
Wells Fargo December 2000 - June 2004
Wells Fargo April 1999 - December 2000
Wells Fargo May 1989 - April 1999
Skills
Vendor Management, Business Analysis, Business Process..., Banking, Process Improvement, Business Process, Visio, SDLC, Cross-functional Team..., Requirements Gathering, Process Engineering, Business Requirements, Requirements Analysis
Education
City College of San Francisco
Computer Sciences
University of Phoenix
Information Services
Wells Fargo Capital Finance June 2014 - Present
Wells Fargo Capital Finance January 2013 - June 2014
Wells Fargo Bank June 1991 - December 2012
Skills
Strategic Planning, Small Business, Non-profits, Credit, Loans, Commercial Lending, Budgets, Financial Analysis, Public Speaking, Commercial Banking, Small Business Lending, Community Outreach, Team Building, Banking, Investments, Nonprofits, Finance, Leadership
Education
University of Colorado Denver 2013 — 2015
Master's Degree, Accounting
University of Colorado Denver 1994 — 1996
Master's Degree, Finance
University of Colorado Boulder - Leeds School of Business 1989 — 1993
Bachelors, Finance
City University London 1992 — 1992
Bachelor's Degree, International Finance, STUDY ABROAD PROGRAM
Wells Fargo Bank Default Title August 2013 - Present
Wells Fargo Bank 2010 - August 2013
Wachovia October 2006 - October 2008
Thomson Financial Corporation March 1996 - March 2006
ILX Systems (division of Thomson Financial) 1996 - 2001
ILX 1996 - 2000
Skills
Mortgage Lending, Credit, Banking, Visio, Loans, Portfolio Management, Relationship Management, Risk Management, Investments, Salesforce.com, Process Improvement, Customer Service, Financial Services, Project Management, Outlook, Microsoft Office, Asset Managment, Software Documentation, Budgets, Microsoft Excel, Account Management, Financial Markets, Marketing, Management, Training, Asset Management, Troubleshooting
Education
City University of New York-Hunter College 1969 — 1971
BA, English
Banc of California August 2015 - Present
Bank of America March 2014 - July 2015
Prospect Mortgage, LLC October 2013 - March 2014
Wells Fargo Home Mortgage November 2012 - November 2013
Wells Fargo Bank February 2010 - November 2013
Silver State Mortgage January 2003 - February 2008
Skills
Team Building, Leadership, Banking, Sales, Management, Credit, Training, Loans, Mortgage Lending, Refinance, Mortgage Banking, Loan Origination, Finance, FHA
Education
City College of San Francisco 1998 — 2001
Orthopedic Sports Medicine Residency Program
Bank of America March 2013 - Present
Wells Fargo Bank February 2008 - March 2013
Wells Fargo January 2006 - February 2008
Wells Fargo February 2005 - January 2006
Wells Fargo January 2003 - February 2005
Equitable Life January 1999 - December 2001
American Express January 1996 - December 1998
Skills
Banking, Leadership, Coaching, Retail Banking, Credit, Sales, Management, Finance, Consumer Lending, Loans, Training, Sales Management, Cross Selling, Risk Management, Relationship Management, Financial Services, Problem Solving, Mortgage Lending, Credit Analysis
Education
City University of New York City College 1994 — 1996
Bachelor of Arts (BA), Economics & Finance, Cum Laude
Wells Fargo Bank April 2010 - Present
Dance 411 Foundation February 2004 - January 2010
Bank of America April 2005 - April 2006
Bank of America April 2002 - April 2005
Bank of America August 1999 - April 2002
Skills
Customer Service, Banking, Public Speaking, Microsoft Excel, Fraud, Management, Process Improvement, Strategic Planning, Deposits, Credit, Mortgage Banking, Microsoft Word, Microsoft Office, Employee Training, Budgets, Event Planning, Finance, Leadership, Sales, Training, Team Building
Education
Clark Atlanta University 1996 — 2002
Bachelor of Science (BS), Criminal Justice and Corrections
Cass Technical High School 1992 — 1996
High School Diploma, Science & Arts
OnPoint Community Credit Union December 2006 - Present
KKRZ - Z100 Portland - Clear Channel Radio August 2010 - December 2012
iHeartMedia June 2003 - June 2009
Wells Fargo July 2003 - July 2004
Executive Mortgage October 2002 - July 2003
Washington Mutual, Inc. August 2000 - October 2002
Wells Fargo Bank 1997 - 2000
Skills
Radio, Credit, Event Planning, Social Media, Public Speaking, Social Networking, Facebook, Voice Over, Small Business, Event Management, Advertising, Marketing, Social Media Marketing, Public Relations, Loans, Broadcast, Television, Entertainment, Radio Broadcasting, Copywriting, New Media, Radio Advertising, Radio Producing, Video Production, Digital Media, Adobe Audition, Sponsorship, Radio Host, Creative Writing, Voice Acting, Sales, Customer Service, Management, Leadership, Team Building, Finance, Media Relations, Marketing Strategy, Strategic Planning
Education
Clackamas Community College 1998 — 2000
Associate’s Degree
La Salle High School 1993 — 1996
High School
University of Washington- School of Science in Applied Mathematics June 2015 - Present
JP Morgan Chase Bank, N.A. August 2013 - July 2015
Wells Fargo Bank July 2008 - August 2013
Key Bank March 2006 - February 2007
City University of Seattle 2003 - 2005
Skills
Credit, Finance, Financial Analysis, Banking, Microsoft Office, Leadership, Program Management, Project Management, Credit Analysis, Microsoft Excel, Business Analysis, Risk Management, Loans, Financial Services, Relationship Management, Analysis
Education
University of Washington 2015 — 2017
Master of Science (MSc), Applied Mathematics in Computational Finance & Risk Management
City University of Seattle 2003 — 2005
MBA, Finance
Petra Christian University 1994 — 1999
B.S, Civil Engineering
BB&T Wealth August 2015 - Present
Wells Fargo Bank January 2010 - May 2015
Wells Fargo November 2008 - January 2010
JPMorgan Chase June 2007 - September 2008
Wilmington Finance April 2006 - June 2007
First NLC Financial Services July 2005 - March 2006
Skills
Loans, Banking, Leadership, Sales, Management, Coaching, Finance, Credit, Call Centers, Small Business Lending, Mortgage Lending, Sales Management, Credit Analysis, Business Development, Team Building, Strategic Planning, Relationship Management, Commercial Lending, Portfolio Management, Underwriting
Education
Clarion University of Pennsylvania 1998 — 2003
BSBA, FINANCE/MANAGEMENT
Clarion University of Pennsylvania 1998 — 2003
Bachelor of Science (B.S.), Finance and Financial Management Services
TLC Marketing January 2013 - Present
Ford Motor Company April 2014 - Present
M2W, Inc. December 2013 - May 2014
Bradshaw Advertising May 2012 - January 2013
Elite Promotional Models February 2008 - January 2012
Jester Comedy Club 2006 - 2008
Land Rover Rasmussen 2004 - 2005
Wells Fargo Bank 2001 - 2004
McDonald's Corporation 1998 - 2001
Skills
Event Planning, Merchandising, Social Networking, Social Media Marketing, Retail, Marketing Strategy, Online Advertising, Event Management, Sales Management, Marketing, Social Media, Market Planning, Public Relations, Small Business, Public Speaking, Sales, Fundraising, Marketing Communications, Customer Service, Advertising, Digital Marketing, Brand Development, Management, Copywriting, Time Management, Brand Management, Direct Marketing, Mobile Marketing, Online Marketing, Creative Direction, Leadership, Strategic Planning, Media Planning, Email Marketing, Integrated Marketing, Sponsorship, Account Management, Trade Shows, B2B, Relationship Marketing, Marketing Management, Strategy, New Business Development, Team Building, Market Research, Training, Negotiation, Cold Calling, Product Marketing, Sales Operations
Education
Clackamas Community College 2001 — 2005
Business, Marketing
na December 2011 - Present
Wells Fargo Bank 2005 - 2012
Skills
·20 years of..., ·Make outbound and..., ·Assisted students..., Customer Service and..., ·Conducted cold call...
Education
Clackamas Community College 2002 — 2003
Office Machines
James Madison High 1976 — 1980
Gen
Wells Fargo Bank August 2002 - Present
Aon Risk Services July 1989 - August 2002
Skills
Windows Server..., Insurance Management..., Insurance systems..., Riskmaster and GBS, Active Directory and..., Server installations, Virtual server..., Deployment and patching..., IIS deployments and..., Terminal services..., Citrix server..., Project and Technical..., Windows Server, VMware, Business Analysis, Citrix, IT Operations, Microsoft Servers, Process Improvement, System Administration, Team Building
Education
Clarion University of Pennsylvania 1982 — 1986
B.S., Computer Science
Community Housing Capital Inc., February 2012 - Present
Wells Fargo Bank June 2006 - September 2011
Wachovia, A Wells Fargo Company 1999 - 2004
Wachovia, A Wells Fargo Company 1996 - 1999
Wells Fargo Bank 1994 - 1996
Wells Fargo Bank 1992 - 1994
Wells Fargo Bank 1988 - 1992
Skills
Operations Management, Credit Portfolio..., Process Improvement, Customer Service, Continuous Improvement, Internal Audit, Operational Efficiency, Effective Communicator, Loans, Compliance Management, Staff Leadership &..., Collateral Management, Reconciling, Accruals, Year End Close, Month End, Operational Risk, Portfolio Management, Financial Services
Education
Clark Atlanta University
BA, Mass Communication, Public Relation
Asperion Group LLC November 2011 - Present
Sadis & Goldberg LLP April 2008 - October 2011
Wells Fargo Bank 2005 - April 2008
Cadwalader, Wickersham & Taft LLP September 2004 - December 2005
The Vendome Group 2003 - 2004
MDM Design Productions 2002 - 2002
Sotheby's 2000 - 2000
The Metropolitan Museum of Art 1998 - 1998
Mary-Anne Martin Fine Art 1997 - 1997
Education
Trinity College-Hartford 1999 — 2003
BA, Art History
City University of New York-Hunter College 2008 — 2011
MA, Art History
The Chapin School 1986 — 1999
Dell January 2015 - Present
Minnesota High Tech Association January 2011 - Present
Dell November 2009 - Present
Sidepath January 2009 - April 2009
Compellent Technologies January 2007 - January 2009
Wells Fargo Bank August 2005 - January 2007
Skills
Salesforce.com, Storage, Solution Selling, Channel Partners, Series 7, SaaS, Data Center, Sales Management, Cloud Computing, Enterprise Software, Virtualization, Leadership, Sales Operations, Pre-sales, Management, Direct Sales, Lead Generation, Storage Area Networks, New Business Development, Account Management, Product Management, Business Development, Disaster Recovery, Professional Services, Strategic Planning, Managed Services, Sales Process, Enterprise Storage, Strategic Partnerships
Education
Claremont McKenna College 2001 — 2005
BA, Economics and International Relations
One Kings Lane 2012 - Present
Wells Fargo Bank November 2009 - March 2011
Penner Homes Real Estate 2004 - 2010
Louis Vuitton November 2007 - November 2009
Macy's 2003 - 2004
San Francisco Towers 2002 - 2003
Personality Hotels May 1995 - September 2002
Skills
Leadership, Sales, Customer Retention, Customer Service, Recruiting, Residential Homes, Real Estate, Training, Coaching, Finance, Call Centers, Salesforce.com, Negotiation, Customer Satisfaction, Outlook, Cross-functional Team..., Team Leadership, Marketing Strategy, Human Resources, Microsoft Office, Microsoft Excel, Management, E-commerce, Budgets, Social Media, Marketing
Education
City College of San Francisco 1995 — 1997
FINANCE & BUSINESS ADMINISTRATION
Samepage January 2015 - Present
Kerio Technologies, Inc. November 2006 - Present
Kerio Technologies, Inc. May 2006 - November 2006
Kerio Technologies, Inc. May 2005 - May 2006
Growing Stars, Inc. June 2004 - April 2005
Wells Fargo Bank June 2001 - September 2003
MovieWeb.com December 1998 - June 2001
Aladdin Knowledge Systems, Inc. August 1994 - March 1998
Israel Defense Forces November 1991 - February 1993
Skills
Security, Leadership, Cloud Computing, Salesforce.com, SaaS, Management, Kerio, Product Management, Start-ups, Product Marketing, Marketing, Strategy, Strategic Partnerships, Business Development, New Business Development, Team Leadership, Channel
Education
Claremont McKenna College 1985 — 1989
Double Bachelors, Economics & PPE
Ocean View High School 1981 — 1985
Soze Productions June 2015 - July 2015
Catch New York November 2014 - March 2015
Edelman Digital December 2012 - October 2014
Dear Whoever February 2009 - January 2014
Harlem Lofts Inc July 2012 - October 2012
VaynerMedia February 2012 - June 2012
Citi January 2012 - February 2012
Oliver Wyman October 2011 - December 2011
Wells Fargo Bank June 2011 - September 2011
Aureus Idea Firm February 2011 - April 2011
Skills
Facebook, Social Media, Social Networking, Blogging, Digital Strategy, Copywriting, Social Media Marketing, Marketing, Advertising, PowerPoint, Microsoft Excel, Public Speaking, Press Releases, Administrative..., Journalism, InDesign, Twitter, Editing, Breaking News, Digital Copywriting, Microsoft Word, WordPress, Microsoft Office, Mac OS, Basic HTML, Photoshop, Digital Marketing, Social Media Measurement
Education
City University of New York
Master of Arts (M.A.), Journalism
Drexel University 2008 — 2011
Bachelor of Science, Business Administration and Legal Studies
Franklin & Marshall College 2006 — 2008
Rye Country Day School 2000 — 2006
High School Diploma
Prep for Prep
Wells Fargo Bank April 2002 - January 2015
ICAP 1993 - 2001
Education
City University of New York-Brooklyn College
Economics, Financial
oDesk Freelancer September 2012 - Present
Toktumi 2011 - July 2012
EUSF April 2011 - May 2011
Judicial Council of California May 1999 - December 2009
American President Lines 1996 - 1999
Wells Fargo Bank November 1994 - April 1996
Skills
Windows Server 2008, Windows 7, Windows XP, Active Directory, Browsers, E-mail Management, IP Networking, Wireless Networking, Cisco, PC maintenance, LAN/WAN, XP, IP, LAN-WAN, Windows Server, Troubleshooting, Computer Hardware, Customer Service, Communications..., Computer Maintenance, Networking, Cisco Technologies, Windows
Education
City College of San Francisco 2007 — 2011
A.S.
Jamaica High School
Wells Fargo Bank April 2009 - Present
Wachovia, A Wells Fargo Company 2009 - Present
Wells Fargo 2009 - 2011
Wachovia November 2006 - April 2009
Wachovia Securities November 2004 - October 2006
Wachovia June 1994 - November 2004
Crimms Insurance January 1992 - February 1994
Skills
AML, Risk, Compliance, Fraud, Privacy, Mergers, Risk Management, Banking, Risk Assessment, Risk Mitigation, Finance, Financial Risk, Policy, Financial Services, Mergers & Acquisitions, Securities, Project Management, Leadership
Education
Clark University 1987 — 1991
B.A., Business Management
State Street Bank 2003 - 2005
Wells Fargo Bank 1992 - 2002
Freeman and Mills 1991 - 1992
Skills
Investments, Wealth Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2004
MBA, Business
Claremont McKenna College 1989 — 1991
BA, Mathematics/Economics
University of the Pacific 1987 — 1989
Mathematics/Economics
US Bank - Private Client Reserve November 2009 - 2012
Wells Fargo Private Bank October 2003 - October 2009
Wells Fargo Bank October 2003 - October 2009
US Trust Company 2000 - 2003
Skills
Wealth Management, Investments, Portfolio Management, Private Banking, Asset Managment, Asset Allocation, Credit, Banking, Investment Advisory, Series 7, Mortgage Lending, Asset Management, Financial Analysis, Wealth Management..., Loans, Mutual Funds, Equities
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1993 — 1995
University of California, San Diego 1985 — 1990
BA, Economics
Wells Fargo August 2015 - Present
Wells Fargo November 2013 - Present
Wells Fargo November 2013 - July 2015
Bank of America Merrill Lynch June 2013 - November 2013
Fifth Third Bank August 2012 - June 2013
Wells Fargo Bank May 2011 - May 2012
Morgan Stanley November 2004 - May 2008
MCI January 2004 - June 2004
MCI June 2001 - January 2004
Bank of America May 2000 - August 2000
Skills
Direct Marketing, Marketing Management, B2B, Budgeting, Marketing Strategy, Marketing Communications
Education
Clark Atlanta University 1999 — 2001
Master of Business Administration (MBA), Marketing
University of North Carolina at Charlotte - Belk College of Business
BA, Economics
SunTrust Bank June 2012 - Present
Wells Fargo Bank June 2008 - May 2012
Wachovia Securities June 2008 - November 2009
Morgan Stanley October 2005 - February 2008
Bank of America January 2001 - August 2004
Skills
Portfolio Management, Credit, Risk, Credit Analysis, Financial Analysis, US GAAP, UK GAAP, Cash Management, Asset Based Lending, Commercial Lending, Securities Lending, Corporate Lending, Industry Research, Credit Risk, Market Risk, Operational Risk, Financial Modeling, Banking, Loans, Finance, Commercial Banking, Risk Management, Relationship Management
Education
City University of New York
B. A.
City University of New York City College
Bachelor's Degree
Saint Louis de Gonzague
Wells Fargo Securities January 2014 - Present
Wells Fargo Securities November 2012 - January 2014
Wells Fargo Bank January 2010 - November 2012
Wells Fargo March 2005 - December 2009
Wells Fargo March 2002 - March 2005
Orion Resources March 2000 - February 2001
Eclectic System Architectures, Inc. May 1999 - January 2000
Skills
Project Management, Microsoft Office, Proposal Writing, Microsoft Excel, Team Management, PowerPoint, Banking, Analysis, Business Analysis, Budgets, Cash Management, Corporate Finance, Leadership, Marketing, Process Improvement, Program Management, Sales Management, Strategic Planning, Team Building, Team Leadership
Education
Georgia State University - J. Mack Robinson College of Business 2003 — 2007
MBA, Finance
Clarion University of Pennsylvania 1994 — 1998
B.A., Political Science
Wells Fargo Bank March 2011 - Present
Harrys Hofbrau March 2002 - July 2010
Education
City College of San Francisco
Wells Fargo Commercial Banking September 2013 - Present
Wells Fargo Bank March 1988 - September 2013
Skills
Loans, Commercial Banking, Commercial Lending, Credit Analysis, Treasury Management, Credit, Financial Analysis, Asset Based Lending, Banking, Portfolio Management, Underwriting, Loan Origination, Commercial Mortgages, Credit Risk, Financial Modeling, Lines Of Credit, Mortgage Lending, Finance
Education
Claremont McKenna College 1979 — 1983
Bachelor of Arts (B.A.), Economics and Mathematics
Lobitos Creek Ranch 2012 - Present
Wells Fargo Bank January 2011 - February 2012
El Dustberry Ranch September 2007 - April 2011
AnneTurley.com 1984 - 2011
Motion Picture Editors Guild 1996 - 2010
Jim Grollman 2009 - 2009
KMP 2007 - 2009
Kitchen Trends - HGTV 2004 - 2005
Talk or Walk 2001 - 2001
House Calls July 2000 - December 2000
Skills
Final Cut Pro, Avid, Storytelling, Sound, Cinematography, Television, Film, Video, Broadcast, Creative Writing, Documentaries, Editing, Short Films, Radio, Producing, Broadcast Television, Post Production, Music, Video Editing, Film Production, Directing, Video Production, Avid Media Composer, New Media, HD Video, Final Cut Studio
Education
Claremont Graduate University 1975 — 1976
MA, Education
Pitzer College 1971 — 1975
BA, Spanish, French
Tatnall School
High School Diploma, French and Spanish
USWired Inc. September 2004 - Present
USWired Inc. September 2004 - Present
ChartOne Inc. June 1998 - September 2004
QuadraMed Inc. December 1995 - June 1998
Wells Fargo Bank October 1985 - April 1997
Self Employed March 1995 - December 1996
Skills
VMware, Active Directory, Microsoft Exchange, Servers, Virtualization, Data Center, Linux, TCP/IP, Troubleshooting, Group Policy, VMware ESX, VPN, System Administration, DHCP, Windows Server, Antivirus, Citrix
Education
University of Phoenix 2001 — 2003
Bachelor of Arts (B.A.), Information Technology
Institute for Business and Technology 1995 — 1995
Certificate, Computer and Networking Technology
National Education Center 1992 — 1993
Associate of Science (A.S.), Electronic Computer Engineering & Technology
City College of San Francisco 1986 — 1990
Sacred Heart High School (San Francisco) 1981 — 1985
High School Diploma, General Education
Wells Fargo Bank 2015 - Present
Wells Fargo July 2004 - July 2015
Wachovia 1999 - 2004
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
MBA
Clark Atlanta University 1993 — 1998
Federal Reserve Bank of San Francisco 1996 - Present
FEDERAL RESERVE BANK August 2008 - January 2010
Federal Reserve Bank January 2001 - August 2008
Federal Research Bank of SF January 1996 - January 2001
Wells Fargo Bank January 1992 - January 1996
Wells Fargo Bank January 1989 - January 1992
Education
City College of San Francisco 1972 — 1976
Wells Fargo 2011 - Present
Wells Fargo Bank March 2007 - December 2011
Wells Fargo / Corporate Information Security 2006 - 2011
Skills
Banking, Relationship Management, Business Requirements, Product Management, SDLC, Financial Services, Project Management, Management, Integration, Vendor Management, Business Analysis, Project Portfolio..., Team Leadership, Risk Management, Process Improvement, Change Management, PMO, Software Project...
Education
City College of San Francisco 1976 — 1979
Wells Fargo Home Mortgage September 2012 - Present
IBM/Seterus May 2010 - July 2012
Wells Fargo Bank August 2008 - May 2010
Wells Fargo Bank June 2004 - December 2007
Wells Fargo Bank March 1995 - June 2004
Avco Financial Services February 1994 - March 1995
ITT Financial Services October 1989 - August 1993
Wendys International June 1986 - October 1989
Skills
Loans, Credit, Underwriting, Customer Relations, Analysis, Management Consulting, Production Management, Team Leadership, Training & Development, Mortgage Lending, Retail Banking, Banking Operations, Retail Management, Strategic Consulting, Loss Mitigation, Debt Collection, Escalation Management, Sales Coach, Problem Analysis, Performance Management, Group Presentations, Sales Presentations, Public Speaking, Business Meetings, Influential, Portfolio Management, Mortgage Banking, Customer Service, Banking, Financial Risk, Call Centers, Sales, Mortgage Servicing, Training, Management, Fannie Mae, Freddie Mac, Mentoring, Customer Escalation..., Collaboration, Loan Origination, Loan Modifications, Home Equity Loans, Credit Analysis, Credit Management, Unsecured Loans, Branch Banking, Consumer Lending, Refinance, Credit Risk
Education
Warner Pacific College 2008 — 2009
None, Business Administration
Clackamas Community College 1993 — 1994
None, General Studies
Bank of America August 1999 - Present
Wells Fargo Bank 1997 - 1999
Skills
Disaster Recovery, Enterprise Architecture, Trading Systems, Vendor Management, Data Center, IT Strategy, Business Continuity, IT Management, Management, Program Management, Integration, Process Improvement
Education
City University London
B.Sc (Honours), Computer Science
Wells Fargo Bank January 2000 - Present
Meier & Frank July 1998 - December 2000
JC Penney Co July 1993 - July 1998
Skills
Call Centers, Sales, Customer Retention, Process Improvement, Workforce Management, Vendor Management, Customer Experience, SDLC, Business Analysis, Mortgage Lending, Management, Customer Service, Customer Satisfaction, Banking, Cross-functional Team..., Time Management, Project Planning, Team Leadership
Education
Clackamas Community College 1990 — 1992
AA, General
EMPOWER Retirement May 2015 - Present
Metlife Resources October 2012 - May 2015
Principal Financial Group January 2012 - September 2012
Capital One September 2009 - November 2010
JPMorgan Chase May 2008 - September 2009
KeyBank August 2005 - May 2008
Brazos County January 2005 - August 2005
Wells Fargo Bank July 2001 - December 2004
Skills
Series 7, Series 63, Retirement Planning, Wealth Management, Lines Of Credit, IRA's, Financial Planning, Small Business Lending, Commercial Banking, Annuities, Annuity, Asset Allocation, Retirement, Credit, Mutual Funds, Securities, Investments, Portfolio Management, Mortgage, Financial Advisory, 401k, Loans, Savings, Cash Management
Education
City University of Seattle 2004 — 2006
MBA, Finance
Howard Payne University 1996 — 2001
Bachelor Business Administration, Finance
Ancestry.com April 2011 - July 2014
Wells Fargo Bank February 2006 - May 2010
Cat's Hair Art 2006 - 2006
Skills
QuickBooks, Microsoft Office, Data Entry, Customer Service, Social Media, Microsoft Excel, Event Planning, Public Speaking, Social Networking, Office Management, Editing, Nonprofits, Facebook, Marketing, Training
Education
Heald College 1998 — 2000
Associates in Applied Science, Accounting
City College of San Francisco
Living Light International
StoneMor Partners, L.P. September 2014 - Present
Mingle Inc. July 2013 - March 2015
600 LBS. July 2008 - March 2013
Southwest Airlines June 2008 - November 2008
Bank of the West March 2007 - May 2008
Wells Fargo Bank October 2003 - March 2007
3-G Wireless November 2002 - June 2004
San Francisco Preventive Medical Group June 2002 - December 2002
Skills
Lead Generation, Marketing, Advertising, CRM, Marketing Strategy, Customer Service, Microsoft Excel, Sales, Event Planning, Integrated Marketing, Social Media Marketing, Direct Marketing
Education
San Francisco State University, College of Business 2002 — 2007
Business Administration and Management, General
Pinole Valley High School 1998 — 2002
Diploma
City College of San Francisco
Business Management
Diablo Valley College
Business Management
Planned Parenthood of Southeastern Pennsylvania September 2011 - Present
Washington Square West Civic Association December 2013 - November 2014
Washington Square West Civic Association November 2011 - December 2013
The Seeing Eye 2000 - September 2011
West Morris Regional High School District 1999 - 2008
New Jersey School Boards Association 1999 - 2008
Prudential Fox and Roach Realtors 1987 - 1999
Wells Fargo Bank 1978 - 1980
Skills
Research, Non-profits, Fundraising, Nonprofits, Public Relations, Philanthropy, Volunteer Management, Community Outreach, Stewardship, Program Development, Editing
Education
Clark University 1966 — 1970
B.A., French
Fieldston 1954 — 1966
Wells Fargo Bank February 2009 - Present
Education
Regis University 2005 — 2007
Brooklyn College 1974 — 1978
Monterey County Office of Education 2013 - Present
Temp Agencies 2011 - 2013
Winery - Salinas Valley August 2006 - November 2008
HSBC Card Services December 2004 - August 2006
Robert Mondavi Winery February 1990 - November 2004
Wells Fargo Bank June 1980 - June 1987
Skills
Visio, Analysis, Training, Lotus Notes, Human Resources, Employee Relations, Process Improvement, Payroll
Education
City College of San Francisco
College of Marin
Wells Fargo January 2000 - Present
Wells Fargo Bank 1990 - 2000
chemical bank 1970 - 1984
Education
City University of New York-Brooklyn College 1962 — 1966
B.S., Psychology
Various Companies November 2008 - Present
First Collateral Services July 2005 - August 2008
Wells Fargo Bank January 2005 - July 2005
Charles Schwab April 2000 - October 2004
Charles Schwab September 1998 - April 2000
GT GLOBAL MUTUAL FUND November 1997 - August 1998
Citibank April 1995 - September 1997
Bank of America August 1993 - April 1995
Bank of America March 1992 - August 1993
Skills
Banking, Financial Analysis, Mortgage Lending, Strategic Financial..., Risk Management, Forecasting, Financial Modeling, Management, Loans, Financial Reporting, Finance, Strategy, Business Planning, Analysis, Accounting, Budgets, Business Development, Executive Management, Competitive Analysis, Portfolio Management, Internal Controls, Business Strategy, Project Management, Financial Planning
Education
University of Notre Dame - Mendoza College of Business 1988 — 1990
MBA, Finance and Marketing
Claremont McKenna College
Bachelor of Arts, Economics and Literature
Wells Fargo 1994 - Present
Wells Fargo Bank Senior Vice PresidentWells Fargo Bank1975 - 2006
Wells Fargo Bank 1998 - 2002
Education
City College of San Francisco 1966 — 1969
Business Administration and Management, General, 4.1
Fidelity Investments November 2011 - Present
Newmarket International 2013 - 2014
Newmarket International 2013 - 2014
Wells Fargo Bank May 2009 - July 2011
Charles Schwab November 1999 - March 2009
Charles Schwab May 2003 - August 2007
MCI Systemhouse January 1998 - November 1998
AT&T February 1996 - November 1997
Seer Technologies 1995 - 1997
IBM 1983 - 1993
Skills
SDLC, Program Management, Business Analysis, PMO, Software Project..., Project Management, MS Project, Vendor Management, PMP, Requirements Analysis, Process Improvement, Cross-functional Team..., Project Portfolio..., Visio, Agile Methodologies, Product Management, Business Requirements, Financial Services, Risk Management, Software Documentation, Software Development, Change Management, User Acceptance Testing, DB2, Mainframe, COBOL
Education
Claremont McKenna College 1975 — 1979
BA, Economics
UCLA Anderson School of Management
MBA, Finance
Wells Fargo Bank April 2003 - November 2012
CHARLES SCHWAB & CO March 1999 - December 2002
Wells Fargo Bank January 1997 - March 1999
Skills
DB2, SDLC, IBM Mainframe, Mainframe, Visio, Software Development, COBOL, TSO, JCL, Information Security, SQL, Disaster Recovery, Requirements Gathering, Easytrieve, Requirements Analysis, Business Analysis, CICS, z/OS, Data Warehousing, Test Planning, Enterprise Architecture, Databases, IMS DB/DC, Unix Shell Scripting, VSAM, Security, Unix, Integration, Testing, ClearQuest, User Acceptance Testing
Education
City College of San Francisco
BRIDGE Housing Corporation August 2015 - Present
KMD Architects July 2001 - June 2015
Wells Fargo Bank March 1998 - July 2001
Skills
Photoshop, Adobe Creative Suite, Design Research, InDesign, Illustrator, Sustainable Design, SketchUp, Public Speaking, Leadership
Education
City College of San Francisco 2011 — 2015
Graphic Design
H&R Block November 2010 - Present
H&R Block 2010 - 2011
Wells Fargo Bank February 1998 - February 2000
Skills
Mainframe, Lotus 123, Accounting, IBM iSeries, Account Reconciliation, Quicken, Bank Reconciliation, Spreadsheets, Microsoft Excel, Visio, Passion for Helping..., Computers, Hardware, Leadership, Giving Back, Business Analysis, QuickBooks, Windows XP, Systems Programming, Access, Tax, Tax Preparation, People Skills
Education
City College of San Francisco 2005 — 2008
AA, Data Processsing, Networking, Computer Techincal Support
San Francisco State University
Wells Fargo Bank November 2010 - Present
FDIC August 2009 - November 2010
The Harris Bank, NA 2006 - 2009
National Bank of Arizona 2004 - 2006
Wells Fargo NA 2003 - 2004
Columbia State Bank 1998 - 2003
Union Bank of California 1994 - 1998
Skills
Portfolio Management, Loans, Banking, Credit, Commercial Banking, Commercial Lending, Investments, Asset Managment, Mortgage Lending, Finance, Cash Management, Wealth Management, Asset Management, Financial Services, Relationship Management, Underwriting
Education
City University of Seattle 1990 — 1998
BS, Business Administration
Pacific Coast Banking School 1985 — 1987
Graduate, Banking and Finance
University of Washington
Business Administration
TD August 2012 - Present
Wells Fargo Bank June 2008 - August 2012
Verizon Wireless June 2006 - May 2008
Vans March 2004 - June 2006
Foot Locker July 1998 - March 2004
Harlem United, Inc March 1995 - November 1997
Skills
Sales Management, Sales Operations, Team Management, Team Building, Team Leadership, Customer Acquisition, Customer Experience, Partnering, Community Engagement, Problem Solving, Internal Audit, Business Development, Customer Satisfaction, Leadership, Loans, Management, Marketing Strategy, New Business Development, Sales, Training
Education
City University of New York City College 1997 — 1999
Computer Science
Bronx High School of Science 1992 — 1996
Wells Fargo Bank March 2012 - Present
wfb March 2006 - March 2012
Wells Fargo Bank March 2006 - March 2012
Wells Fargo Bank December 2005 - March 2012
American InterContinental University Online February 2004 - March 2004
Global Security & Communications Inc. January 1993 - February 2002
Skills
Credit, Loans, Mortgage Lending, Credit Analysis, Loan Origination, Consumer Lending, Loss Mitigation, Banking, Underwriting, Loan Servicing, Credit Risk, MS Word, Outlook Express, Windows, C Force (banking..., Hogan (banking..., Collections, MS Outlook, Data Entry, CPI (banking..., Shaw (banking..., Proprietary..., MS Excel, Gold Mine Manager, Ten-Key, EDM (banking..., You Owe Me (banking..., Call center customer...
Education
Clackamas Community College 1982 — 1983
Office Machines
James Madison High 1976 — 1980
general, na
Wells Fargo Bank September 2010 - Present
Amgen Inc. May 2007 - September 2010
O'Melveny & Myers LLP October 2003 - April 2007
Latham & Watkins June 2002 - August 2002
Education
University of California, Los Angeles - School of Law 2000 — 2003
JD
Claremont McKenna College 1996 — 2000
BA, Government and American Studies
Wells Fargo September 1996 - Present
Wells Fargo Bank 1996 - Present
IRC July 1992 - June 1995
Citi April 1990 - June 1991
Citibank Khartoum, Sudan October 1985 - March 1990
Skills
SWIFT for..., International Treasury..., Treasury Management, Cash Management, Banking, Financial Services, Commercial Banking, Portfolio Management, Treasury Services, Payments, Cross Selling, Management, Finance
Education
Claremont Graduate School 1982 — 1984
Masters in Arts, Economics
University of Khartoum, Sudan 1978 — 1982
Bachelor of Science, Statistics/Econometrics
Army Strong Community Center June 2013 - Present
Clackamas Community College August 2011 - June 2013
Oregon Employment Department - Portland Metro Worksource August 2009 - August 2011
Morgan Distributing January 2010 - January 2011
Wells Fargo Bank November 2006 - October 2009
Skills
Customer Service, Outlook, Access, Data Entry, Training, Microsoft Office, Leadership, Filing, Microsoft Excel, PowerPoint, Microsoft Word, Screening, Time Management, Public Speaking, Process Improvement, Sales, 10 Key, Teamwork, Resume Writing, Cash Management, Budgets, Event Planning, Analysis, Recruiting, Spreadsheets, Policy, Bookkeeping, Finance, Supervisory Skills, Social Networking, Payroll, Employee Training, Software Documentation, Accounting, Employee Benefits, Fundraising, Leadership Development, Team Building, Account Reconciliation, Management, Administrative..., Employee Relations, Coaching, Data Analysis, Accounts Receivable, Accounts Payable, Telephone Skills, Administration, Job Coaching, Job Fairs
Education
Portland State University
Bachelor of Science (B.S.), Psychology and Social Science - Business Administration Minor
Clackamas Community College
Associate’s Degree, AAOT - Psychology and AGS - Business Administration
City National Bank August 2011 - Present
City National Bank August 2009 - August 2011
City National Bank August 2005 - August 2011
Wells Fargo Bank 2001 - 2005
Skills
Commercial Lending, Commercial Banking, Credit, Loans, Banking, Portfolio Management, Small Business Lending, Financial Risk, Underwriting, Consumer Lending, Risk Management, Operational Risk, Retail Banking, Private Banking, Operational Risk..., Mortgage Lending, Treasury Management, AML
Education
Pepperdine University 1979 — 1981
Master of Business Administration (MBA)
Claremont McKenna College 1966 — 1970
Bachelor of Arts (BA), Accounting and Business/Management
Barnard College November 2008 - Present
United Auto Workers May 1999 - Present
Barnard College August 1984 - November 2008
Wells Fargo Bank August 1979 - December 1982
Skills
Union consultations, Union Negotiations, Data Entry, Volunteer Leadership, Research, Mentoring, Coordination, Negotiation, Outlook, Team Building, Time Management, Event Planning, Policy, Nonprofits, Volunteering, Teamwork, Event Management, Leadership, Community Outreach
Education
Brooklyn College 1982 — 1983
Saint John's University 1977 — 1982
Bachelor of Arts/ Social Sciences, American Studies/Psychology
Wells Fargo Bank September 2000 - January 2014
Wells Fargo Bank February 1998 - September 2000
SunTrust Bank June 1996 - February 1998
Trans World Airlines August 1991 - March 1996
Skills
Banking, Bilingual-English/Spanis..., Selling Skills, Cross Selling, Commercial Lending, Credit Analysis, Loans, Commercial Banking, CRM, Credit, Small Business Lending, Loan Origination, Leadership, Consumer Lending, Mortgage Lending, Mortgage Banking
Education
City University of New York-Herbert H. Lehman College 1983 — 1991
Bachelor's degree, Economics
Panama City Panama 1969 — 1977
Regency Paint & Body Shop January 2001 - Present
wells fargo bank January 1982 - April 1985
Education
City University of New York City College
Bachelor of Science (BS), Electrical and Electronics Engineering
Fisher Investments March 2013 - Present
Big Brothers Big Sisters Columbia Northwest February 2011 - February 2013
KeyBank January 2010 - February 2011
Wells Fargo Bank July 2001 - January 2010
Skills
Small Business Lending, Commercial Banking, Strategic Planning, Budgets, Leadership, Team Building, Banking, Customer Service, Community Outreach, Consumer Lending, Loans, Sales Management, Non-profit..., Non-profit Board..., Non-profit Leadership, Non-profit Volunteer, Non-profit Boards, Volunteer Management, Volunteer Recruiting, Fundraising, Finance, Financial Analysis, Non-profits, Public Speaking, Nonprofits, Strategy, Community Development, Philanthropy, Stewardship, Sales, Project Management, Business Development, Training, Marketing, Management, Program Development
Education
Washington State 2003 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Clark College 2000 — 2002
Associate of Arts (A.A.), Business Administration and Management, General
Personal Assistant Services September 2013 - Present
Golden Gate National Parks Conservancy May 2013 - September 2013
San Francisco Film Noir Society January 2013 - February 2013
Wells Fargo Bank September 1998 - August 2012
Skills
Front Office, Customer Service, Medical Terminology, Microsoft Office, Organizational..., Medisoft, Photography, Unix, Integration, Solaris, HP-UX, IT Management, Visio, Production Support, PMP, Business Analysis, Disaster Recovery, Operating Systems, Quality Assurance, Software Project..., SharePoint, System Administration, Program Management, Enterprise Architecture, Security, Opsware
Education
City College of San Francisco 1991 — 1993
Associates, Computer Science
CitizensJournal June 2014 - Present
N/A May 2014 - Present
City National Bank November 2005 - May 2014
City National Bank October 2005 - August 2011
Wells Fargo Bank May 1979 - May 2005
Skills
Underwriting, Asset Based Lending, Loans, Commercial Banking, Portfolio Management, Financial Risk, Commercial Lending, Small Business Lending, Credit Analysis, Loan Origination, Credit Risk, Private Banking, Mortgage Lending, Commercial Mortgages, Mortgage Banking
Education
Pepperdine University 1979 — 1980
MBA, Business
Claremont McKenna College 1966 — 1970
BA, Business and Economics
Wells Fargo Bank June 2015 - Present
State Compensation Insurance Fund July 2014 - June 2015
WCIRB of California February 2012 - May 2013
Wells Fargo Bank February 2009 - December 2011
Wells Fargo Bank November 2007 - April 2008
Charles Schwab & Co., Inc. August 2006 - August 2007
Wells Fago Bank October 2003 - June 2006
Charles Schwab & Co., Inc. June 2002 - November 2002
Bank of America June 2001 - May 2002
Charles Schwab January 1997 - March 2001
Skills
JCL, DB2, Easytrieve, Fileaid, Endevor, COBOL, CICS, VSAM, Intertest, Expiditer, Business Requirements, Business Analysis, Requirements Analysis, Testing, Business Process, Program Management, TSO, Requirements Gathering, Software Project...
Education
City College of San Francisco
Associate Arts, Business Administration
First Data Corporation June 2015 - Present
RBS Citizens Group November 2010 - May 2014
Wells Fargo Bank December 2004 - November 2010
Skills
Banking, Relationship Management, New Business Development, Sales Process, Team Building, Building Relationships, Sales Management, Public Speaking, Leadership, Credit, Salesforce.com, Sales, Commercial Banking, Loans, Sales Operations, Strategic Planning
Education
Strayer University (VA) 2012 — 2015
MBA, Business Administration and Management, General, 3.8
Clarion University of Pennsylvania 1999 — 2003
Business, Marketing
Wells Fargo Bank August 2001 - Present
Skills
SDLC, Vendor Management, MS Project, Requirements Analysis, Product Management, Project Portfolio..., Business Requirements, E-business, Project Management, Visio, Business Process..., Requirements Gathering, Software Project...
Education
University of California, Berkeley 2010 — 2011
Certificate Program, Project Management
City College of San Francisco 1999 — 2000
Certificate, Video & Audio Production
Golden Gate University
B.S. Marketing, Business
Wells Fargo Bank April 2008 - Present
Citi August 2012 - March 2013
Skills
Business Intelligence, Microsoft Office, Microsoft Excel, Risk Management, Customer Service, Financial Analysis, Consumer Lending, Leadership, Analysis, Strategic Planning, Team Leadership
Education
City College of San Francisco 2006 — 2008
Business Administration Associate Degree
Universidad de Lima 1995 — 2000
Computer Science, Systems Engineering
UC Berkeley March 2013 - Present
Wells Fargo Bank March 2011 - August 2012
Mercantila Inc November 2009 - June 2010
Betty Mills Company November 2005 - November 2008
Heald College December 2004 - April 2005
GAP July 1999 - August 2004
EdVenture Partners September 2003 - November 2003
Skills
Customer Service, Customer Satisfaction, Account Management, Salesforce.com, Sales, Purchase Orders, Banking, Order Processing, Answering Phones, Phone Skills, Payroll
Education
Clark Atlanta University 2000 — 2004
Bachelor of Arts, Business Administration
Zare International Group LLC May 2008 - Present
WELLS FARGO BANK May 2006 - January 2008
GMAC-RFC February 1995 - May 2006
Skills
Loans, Mortgage Banking, Portfolio Management, Credit, Negotiation, Banking, Mortgage Lending, Investment Properties, Sales Management, Business Planning, New Business Development, Strategic Planning, Finance, Risk Management, Sales
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1978 — 1980
Master of Business Administration (M.B.A.), Business Administration
Citi August 2014 - Present
Umpqua Bank August 2013 - August 2014
JPMorgan Chase July 2011 - July 2013
Stay-At-Home Mom 2008 - August 2011
Wells Fargo Bank 2006 - 2008
Wells Fargo Bank 2004 - 2006
Wells Fargo Bank 2000 - 2004
Wells Fargo Bank January 1999 - January 2000
City Hall of Kawakami January 1998 - January 1999
Skills
Banking, Portfolio Management, Commercial Banking, Customer Service, Sales, Financial Services, Treasury Management, Private Banking, Wealth Management
Education
City College of San Francisco
Associates
San Francisco State University
Coursework, Japanese Language and Literature
George Washington High School
Dish Network February 2013 - Present
Wells Fargo Bank May 2011 - February 2013
Education
Washington State University 2013 — 2015
Bachelor Social Science, Criminal Justice
Clackamas Community College
Business
Noe Valley Law Offices CareTaker Services March 2006 - Present
Scavenger Collectibles September 2000 - Present
Family Owned Business January 1998 - Present
The Noe Vally Law Offices May 1986 - Present
Gomes and Associates February 2007 - October 2009
GreyHound March 2009 - June 2009
Nordstrom August 1992 - February 2001
Bank of America Investment Services January 1996 - January 2000
Aegis Mortgage Acceleration Corp January 1994 - January 1996
Wells Fargo Bank January 1992 - January 1994
Education
City College of San Francisco
San Francisco State University
San Francisco State University attaining my Bacholor of Science
BusinessHR Management & DAI 'Architectural Renovations Environmental Design
Wells Fargo Bank May 2010 - Present
Education
Clark Atlanta University 2005 — 2009
Business Administration, Management
Kemal Erkol 1994 - Present
Wells Fargo Bank February 2000 - November 2000
Emporium Capwell 1988 - 1992
Skills
Legal Research, Microsoft Office, Strategic Planning, Customer Service, System Administration
Education
City College of San Francisco 1998 — 1999
Unix System Administrator, Unix System Administrator
Istanbul University 1974 — 1979
B.A., Business Administration
Wells Fargo Bank October 2007 - Present
Wells Fargo Bank, N.A October 2007 - Present
Bank of Texas May 2005 - October 2007
Frost National Bank June 2004 - May 2005
Education
Clark Atlanta University
Bachelor of Arts degree, Business Administration; Finance; Accounting
MUFG Union Bank, N.A. June 2010 - Present
Wells Fargo Bank October 2000 - June 2010
Union Bank of California May 1998 - October 2000
Citibank Advanced Development Division December 1997 - May 1998
Union Bank August 1996 - December 1997
Union Bank of California 1994 - August 1996
Citibank California February 1992 - August 1994
Citibank California March 1982 - February 1992
Citibank Italy June 1979 - February 1982
Skills
Retail Banking, Strategic Planning, Strategy, Financial Services, Finance, Analytics, Business Strategy, Financial Analysis, Banking, Market Planning, Project Management, Marketing Strategy, Management, Analysis, Leadership, Risk Management, Portfolio Management
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1977 — 1979
MBA, Finance
Pomona College 1972 — 1976
BA, Linguistics
Wells Fargo Bank
Skills
Currency, Commercial Lending, Mortgage Lending, Credit Analysis, Auditing, Series 7, General Ledger, Credit, Commercial Banking, Banking, Portfolio Management, Loans, Financial Analysis, Consumer Lending, Cash Management, Risk Management, Loan Origination, Wealth Management, Mutual Funds, Financial Risk, Mortgage Banking, Securities, Financial Services, Small Business Lending, Credit Risk
Education
Portland State University 2002 — 2006
B.S, Finance
Clark College 2002 — 2004
minor in Business Administration
Fulton County Government June 2012 - Present
Wells Fargo Bank January 2011 - May 2012
Skills
Customer Service, Data Entry, Retail, Time Management, Customer Satisfaction, Telephone Skills, Microsoft Word, Inventory Management, Microsoft Excel, PowerPoint, Microsoft Office, Retail Sales, Phone Etiquette, Cash Register, Cash Handling Experience
Education
Clark Atlanta University 2006 — 2009
Bachelor of Arts, Criminal Justice/Law Enforcement Administration
Wells Fargo Bank July 2003 - Present
Skills
Portfolio Management, Loans, Finance, Customer Service, Credit, Financial Services, Banking, Financial Analysis, Investments, Wealth Management, Underwriting, Commercial Banking, Mortgage Lending
Education
City University of Seattle 2009 — 2014
Bachelor of Business Administration (BBA), Business Management, 3.7
Wells Fargo Bank I managed Wells Fargo's Northern California Office of Community Lending and Investment. The Office provided financing
First Interstate Mortgage Company March 1984 - March 1992
HUD June 1968 - March 1984
Skills
Finance of Affordable..., Community Development, Funding of Nonprofit..., Affordable Housing..., Program Management, Operations Management
Education
Hunter College 1966 — 1968
Master of Arts (M.A.), English Literatue and Education
Universit of Toronto -BA; Hunter College MA 1962 — 1966
Bachelor of Arts (B.A.), English Language and Literature/Letters
Wells Fargo Bank June 2014 - Present
Western Beef Supermarkets August 2011 - September 2014
Domino's Pizza June 2005 - June 2006
Skills
Microsoft Excel, Inventory Management, Customer Service, Microsoft Word, Time Management, Teamwork, Sales
Education
City University of New York-Herbert H. Lehman College 2006 — 2013
Bachelor of Arts (BA), Economics