Wells Fargo Bank
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Bank Salaries. You can even request information on how much does Wells Fargo Bank pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo Bank directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
17,543 Wells Fargo Bank employees in database. Find out everything there's to know about Wells Fargo Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Bank Employees
Wells Fargo Bank 2009 - Present
Wells Fargo 2009 - Present
Skills
Banking, Commercial Banking, Credit, Portfolio Management, Financial Analysis, Finance, Financial Services, Commercial Real Estate, Real Estate Economics, Strategy, Loans, Credit Analysis, Management, Real Estate, Valuation, Due Diligence, Asset Management
Education
University of Wisconsin-Madison
Master's degree, German Language and Literature
Golden Gate University
MBA, Banking and Finance
University of Wisconsin-Madison
Bachelor's degree, German Language and Literature
Birth Day a Kinder Way June 2013 - Present
Wells Fargo Bank February 2008 - Present
Wells Fargo Home Mortgage October 1996 - February 2008
Skills
Banking, Mortgage Banking, Commercial Banking, Childbirth Education
Education
University of Phoenix-Southern California Campus 2000 — 2004
Bachelor of Science (B.S.), Human Service
Golden West College 1997 — 2000
Associate of Arts (A.A.), Sign Language Interpretation and Translation
Capgemini January 2014 - Present
Capgemini March 2012 - Present
Capgemini August 2011 - July 2012
Target Market Communications December 2010 - August 2011
Golden Gate University October 2010 - August 2011
Heald College July 2008 - October 2010
Citigroup April 2007 - July 2008
Wells Fargo Bank October 2006 - April 2007
Heffernan Insurance Brokers 2004 - 2006
Skills
Microsoft Office Suite, Project Management, Proactivity, Cross-functional Team..., Multitasker, Attention To Detail
Education
Golden Gate University 2009 — 2011
Master of Business Administration, Marketing
San Francisco State University, College of Business 2001 — 2006
Bachelor of Science, Marketing and Corporate Finance
Help-U-Sell Allied Realty May 2004 - Present
Wells Fargo Bank June 1996 - December 2001
Skills
Real Estate, Short Sales, Sellers, Foreclosures, REO, Online Marketing, Marketing Management, Single Family Homes, Listings, Brokerage, Condos, Marketing, Referrals, Investment Properties, Residential Homes, First Time Home Buyers, Relocation, Buyer Representation
Education
Golden Gate University 1979 — 1981
MBA, Marketing
Panjab University 1972 — 1975
B.S., Life Sciences
Wells Fargo October 2014 - Present
Housing Development Center June 2013 - Present
Oregon College of Art & Craft July 2012 - Present
Wells Fargo February 2013 - October 2014
Wells Fargo Bank July 2010 - February 2013
Wells Fargo Bank February 2010 - July 2010
Chase January 2005 - February 2010
Principal Financial Group December 2003 - December 2004
Minnesota Life June 2001 - December 2003
Skills
CRM, Leadership, Management, Credit, Sales, Strategic Partnerships, Training, Finance, Marketing, Commercial Banking, Financial Services, Strategic Financial..., Team Management, Portfolio Management, Small Business Lending, Commercial Lending, Accounting, Loans, Team Leadership, Credit Analysis, Risk Management, Public Speaking, Human Resources, Analysis, Financial Analysis, Employee Training, Customer Satisfaction, Lines Of Credit, Customer Service, Banking, Treasury Management, Relationship Management, Mortgage Lending, Loan Origination, Mortgage Banking, Team Building, Underwriting, PeopleSoft, Retail Banking
Education
Portland State University 2013 — 2016
Accounting, Post-Baccalaureate Accounting Certificate
Portland State University 2006 — 2009
MBA, Finance
Gonzaga University 1991 — 1995
BA, Psychology
Jesuit High School 1987 — 1991
Self-employed May 2015 - Present
Daniel Dubois CPA & Company January 2009 - April 2015
Clanton Financial Group May 2007 - June 2008
H&R Block December 2004 - April 2008
Lee, Sperling, Hisamune Accountancy Corporation December 1990 - April 1993
Wells Fargo Bank December 1988 - December 1990
Skills
CPA since 1993, MS Taxation 1996, Corporate Taxation, Taxation of LLC's, Partnership Taxation, Individual Income Tax, Taxation of Trusts, Taxation of Estates, Financial Reporting, GAAP, Accounting, General Ledger
Education
Golden Gate University 1994 — 1996
Masters of Science in Taxation, Tax Law/Taxation
University of California, Los Angeles
Graduate School of Education-Teaching Credential, Education
University of California, Los Angeles
Bachelor of Arts (BA), Biology, General
Paul Capital June 2006 - Present
United Commercial Bank November 2003 - June 2006
PlaceWare, Inc. (acquired by Microsoft) December 1999 - October 2003
Technology Funding Inc. May 1992 - August 1999
Wells Fargo Bank December 1988 - May 1992
Ernst & Young September 1985 - December 1988
Skills
Venture Capital, Mergers, Financial Analysis, Finance, Accounting, Credit, Internal Controls, Treasury Management, Financial Services, Mergers & Acquisitions, Banking, Portfolio Management, Financial Modeling, US GAAP, Private Equity, SEC filings, Analysis, Due Diligence, Corporate Finance, Investments, Tax, Valuation, Financial Structuring, Investor Relations, Alternative Investments, Asset Management, Start-ups, Tax Accounting, Hedge Funds, SEC Filings
Education
Golden Gate University 1980 — 1985
Bachelor of Science, Accounting
Charles Schwab November 2014 - Present
Fidelity Investments January 2014 - November 2014
Morgan Stanley Wealth Management May 2012 - January 2014
Kaiser Permanente January 2009 - April 2012
Lumetra October 2007 - August 2008
Wells Fargo Financial Products August 2005 - October 2007
Wells Fargo Private Client Services April 2004 - August 2005
Wells Fargo Bank October 2003 - March 2004
Morgan Stanley October 2000 - October 2003
Skills
Event Planning, Sales, Newsletters, Marketing Communications, Project Management, Proposal Writing, B2B Marketing, Social Media, Blogging, Internal & External..., Print and Online..., Integrated Marketing..., Communications Campaigns, Event Marketing, Event Management, Nonprofits, Market Research, Research, Social Media Marketing, Direct Marketing, Brand Development, Analytics, New Business Development, Social Networking, Internal Communications, Business Development, Business Strategy, Marketing, Strategic Communications, Integrated Marketing
Education
San Francisco State University 2014 — 2015
Executive Certificate, Financial Planning
Golden Gate University 2003 — 2007
MS, Marketing
Indiana University Bloomington 1980 — 1984
BA, English
Wells Fargo Bank December 2010 - Present
Wells Fargo Bank December 2006 - December 2010
Wells Fargo Bank October 2004 - December 2006
Skills
Commercial Lending, Banking, Credit, Lines Of Credit, Strategic Planning, Small Business Lending, Credit Analysis, Treasury Management, Business Development, Team Building, Loans, Commercial Banking, Mortgage Lending, Business Analysis, Sales Management, Underwriting, Financial Services, Customer Service, Management, Consumer Lending, Portfolio Management
Education
Golden Gate University 2013 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
San Diego State University-California State University 1996 — 2002
BA, Communication
Carmel Partners October 2013 - Present
Carmel Partners April 2008 - October 2013
Wells Fargo April 2006 - April 2008
Wells Fargo Bank August 2003 - June 2006
Skills
Benefits Administration, Compensation, Job Analysis, Workers Compensation, Team Building, Process Improvement, Abra, Crystal Reports, HRIS, Salary, Benefits, Employment Law, Job Descriptions, PeopleSoft, Workforce Planning, Policy, Employee Engagement, Compliance, Payroll Processing, Customer Service, PowerPoint, HR Policies, Access, Excel, Employee Benefits, Incentive Programs, Payroll, Market Pricing, Microsoft Office, Executive Compensation, Human Capital Management, Employee Relations
Education
World at Work 2007 — 2012
CCP, Certified Compensation Professional
Golden Gate University 2006 — 2009
Masters, Human Resource Management
University of San Francisco 2002 — 2006
BS, International Business, Minor in Chinese Studies
Wells Fargo March 2013 - Present
Wells Fargo Bank December 2009 - March 2013
Skills
Loans, Credit, Banking, Mortgage Lending, Retail Banking, Consumer Lending, Small Business Lending, Commercial Banking, Credit Analysis, Loan Origination, Commercial Lending, Mortgage Banking, Branch Management
Education
Golden Gate University 2011 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
San Jose State University 2003 — 2005
Bachelor's degree, Marketing
Mechanics Bank January 2014 - Present
Exchange Bank September 2009 - January 2014
Wells Fargo Bank September 2007 - August 2009
Exchange Bank 2003 - 2007
Skills
Private Banking, Asset Management, High Net Worth..., Estate Planning, CPA, Retirement Planning, Commercial Lending, Loans, Trust Services, Wealth Management, Investment Management, Trusts, Finance, Wealth Management..., Personal Financial..., Investments, Portfolio Management, Banking, Financial Planning, Strategic Financial...
Education
Pacific Coast Banking School 2006 — 2008
Graduate Certificate, Leadership and Management Education
Golden Gate University 2000 — 2003
Master of Science, Taxation
Image Source/Xerox July 2012 - Present
Wells Fargo January 1999 - December 2012
Wells Fargo Bank January 1992 - December 2010
Wachovia, A Wells Fargo Company 1992 - 2010
Wachovia January 1998 - January 1999
First Union January 1996 - January 1998
WELLSFARGO BANK January 1995 - January 1996
First Union January 1994 - January 1995
First Union January 1992 - January 1994
Skills
Loans, Retail Banking, Investments, Credit Analysis, Mutual Funds, Business Development, Insurance, Financial Services, Sales, Branch Banking, Customer Service, Marketing Strategy, Sales Process, Credit, Mortgage Lending, Banking, Commercial Lending, Small Business Lending, Consumer Lending, Commercial Banking, Phone sales, Cross Selling, Finance, Telemarketing, Cold Calling
Education
Golden West College
Boston Private Bank October 2011 - Present
Wells Fargo Bank April 2008 - September 2011
Wells Fargo Business Banking June 2005 - April 2008
Wells Fargo Business Banking October 2001 - June 2005
Starpoint Solutions February 1999 - August 2001
Siemens Automation Group March 1996 - January 1999
US Navy June 1988 - June 1994
Skills
Public Speaking, Problem Solving, Cash Management, Negotiation, Networking, New Business Development, Business Analysis, Sales Management, Strategic Hiring, Marketing Strategy, Treasury Management, Investments, Private Banking, Commercial Banking, Mortgage Lending, Mergers & Acquisitions, Credit, Real Estate, Management, Credit Analysis, Finance, Risk Management, Banking, Portfolio Management, Leadership, Loans, Sales, Financial Services, Small Business, Commercial Lending, Cross Selling, Financial Analysis, Marketing, Asset Management, Wealth Management, Training, Loan Origination, Credit Risk, Commercial Mortgages, Due Diligence, Retail Banking, Underwriting, Financial Modeling, Valuation, Strategic Financial..., Asset Based Lending, Corporate Finance, Capital Markets, Private Equity, Entrepreneurship
Education
Golden Gate University
Bachelor’s Degree, Business Management, Magna Cum Laude
Wildflower Village May 1994 - Present
Wildflower Village, events, PUB, B&B, Motel, COFFEE SHOP for all ages. May 1994 - Present
Pat Campbell & Associates, Real Estate Broker November 1989 - January 2014
Pat Campbell & Associates May 1989 - January 2014
Grubb & Ellis Corporate March 1974 - April 1994
Wells Fargo Bank April 1980 - May 1984
Skills
Expanding the Chapel..., Epanding the Coffee Shop, Music in the Coffee Shop, Real Estate, Property Management, Investment Properties, Residential Homes, Small Business, Real Estate Development, Sellers, Marketing, Foreclosures, Public Speaking, Buyer Representation, REO, Brokerage, Rentals, Negotiation, Public Relations, Customer Service, Advertising, Social Networking, Social Media Marketing, Coffee, Gallery, Art, Marketing Strategy, Strategic Planning, Online Marketing, Event Management, Social Media, Fundraising, Entrepreneurship, Sales, Contract Negotiation, Location Intelligence, Sales Management, Event Planning, Budgets, Project Planning, Selling, Hospitality, Team Building, Entitlements, Luxury, Investors, Commercial Real Estate, Real Property, Property, Condos
Education
Golden Gate University 1982 — 1983
BA, Human Relations
Wayland
HS, College\
Lending Club January 2015 - Present
Lending Club November 2013 - Present
MassMutual Financial Group May 2013 - October 2013
Wells Fargo Bank July 2009 - May 2012
Best Buy June 2007 - July 2009
Best Buy July 2004 - March 2006
Skills
Loss Prevention, Merchandising, Inventory Management, Retail, Recruiting, PowerPoint, Driving Results, Income Statement, Customer Service, Sales Management, Event Planning, Profit, Strategic Planning, P&L Management, Customer Experience, Management, Hiring, Loans, Microsoft Office, Team Building, Employee Relations, Sales, Leadership, Leadership Development, Customer Satisfaction, Coaching, Strategic Financial..., Training, Financial Analysis, Sales Operations, Finance, Investments, Time Management, Customer Retention, Access, Employee Benefits, Start-ups, Forecasting, Banking, Budgets, Analysis, Outlook, Risk Management, Credit, Insurance, P&L
Education
Golden Gate University 2011 — 2013
MBA, Finance (Investment Management)
San Francisco State University 2004 — 2008
English, Creative Writing
Wells Fargo March 2013 - Present
Wells Fargo Bank December 2009 - March 2013
San Francisco Chronicle June 2007 - May 2010
Wells Fargo Bank July 2006 - June 2007
Charles Schwab April 1999 - June 2006
Skills
Business Analysis, Business Intelligence, SQL, Data Analysis, SDLC, Analysis, Oracle, Crystal Reports, Databases, Testing, Vendor Management, Data Warehousing
Education
University of San Francisco 2009 — 2011
MSIS, Information Systems
Golden Gate University 1988 — 1991
BS Accounting, Accounting & Finance
Advent Software June 2011 - Present
SunPower Corporation June 2006 - February 2011
Wells Fargo Bank September 2003 - December 2005
Skills
Onboarding, HRIS, Employee Benefits, Human Resources, New Hire Orientations, Performance Management, Exit Interviews, Global Mobility, Employment Law, Vendor Management, HR Policies, Training, Sourcing, Applicant Tracking..., Personnel Management, Project Management, Process Improvement, Recruiting, College Recruiting, Benefits Administration, Management
Education
Golden Gate University 2010 — 2011
M.S., Human Resource Management
San Jose State University 2002 — 2007
B.S., Business Administration: Human Resource Management and Marketing
Visa June 2015 - Present
Wells Fargo Bank February 2011 - May 2015
Wells Fargo Bank March 2008 - March 2011
Wells Fargo Bank June 2007 - March 2008
Bank of America July 1997 - January 2006
Skills
Banking, Process Improvement, Credit, Risk Management, Business Analysis, Analysis, Management, Strategy, Customer Service, Call Centers, Recruiting, Financial Services, Portfolio Management, Retail Banking, Business Process..., Project Management, Finance
Education
Golden Gate University 2008 — 2009
MBA
San Jose State University 1992 — 1994
BA, Clinical Psychology
Wells Fargo Bank June 2004 - Present
Merrill Lynch 2000 - 2004
Frank, Rimerman + Co. LLP August 2001 - June 2002
Merrill Lynch February 2000 - August 2001
Yeske Buie 1998 - 2000
Strategic Capital Management 1996 - 1998
Skills
Series 7, Retirement Planning, Strategic Financial..., Asset Allocation, Wealth Management, Wealth Management..., Estate Planning, Investments, High Net Worth..., Wealth, Investment Management, Financial Services, Financial Planners
Education
Golden Gate University 1999 — 2001
MS, Taxation
Valparaiso University 1992 — 1996
BS, Finance
WellPoint November 2013 - Present
Blue Shield of California February 2013 - August 2013
Kaiser Permanente Health Plan, Oakland August 2009 - January 2012
Children's Hospital Oakland Research Institute 2012 - 2012
Kaiser Permanente January 2001 - January 2002
Kaiser Permanente January 1999 - January 2001
Kaiser Permanente January 1998 - January 1999
Kaiser Permanente January 1995 - January 1997
Kaiser Permanente Foundation Hospital January 1994 - January 1995
Wells Fargo Bank January 1992 - June 1992
Skills
Healthcare, Analytics, Management, Data Management, Healthcare Information..., SAS, Leadership, Program Management, SQL, Analysis, EHR, SAS programming, Statistics, Data Mining, Data Analysis, Medical Information..., Healthcare Consulting, Informatics, Training, Business Intelligence, Financial Modeling, Healthcare Industry, Medicare, EMR, Statistical Modeling, HIPAA, Managed Care, Hospitals, Predictive Analytics, Consulting, Healthcare Management, Revenue Cycle, Data Quality, Public Health, Integration, Databases, Strategy, Data Integration, SAS Programming
Education
Golden Gate University 1983 — 1987
MBA, Finance, General
MSUniversity of Wisconsin, Madison 1973 — 1978
Bachelor of Science (B.S.), Sociology
BAUniversity of Oklahoma 1969 — 1973
Bachelor of Arts (B.A.), Sociology
Mercy Health System June 2014 - Present
Mercy Health System June 2013 - June 2014
University of Minnesota June 2012 - May 2013
University of Minnesota July 2011 - May 2013
Allina Hospitals & Clinics May 2012 - August 2012
Wells Fargo Bank November 2010 - July 2011
Wells Fargo Bank September 2008 - November 2010
Wells Fargo Bank January 2006 - September 2008
Wells Fargo Bank August 2005 - January 2006
Wells Fargo Bank August 2004 - August 2005
Skills
Spanish-speaker, Personal Finance, Public Speaking, Organizational..., Organizational..., Sales Management, Coaching, Microsoft Office, Training & Development, Online Training, Training Delivery, Training Skills, Feedback, Customer Service, Customer Loyalty, Customer Experience, Conducting Interviews, Sales Process, Brand Loyalty, Spanish, Training, Leadership, Employee Training, Hospitals, Leadership Development, Healthcare, Team Leadership, Budgets, Community Outreach, PowerPoint, Recruiting, Management, Strategy, Sales, Strategic Planning, Time Management, Marketing, Customer Satisfaction, Human Resources, Data Analysis, Interviews, Teamwork
Education
University of Minnesota-Twin Cities 2011 — 2013
MHA, Health/Health Care Administration/Management
Gonzaga University 2007 — 2009
M.A., Organizational Leadership
Utah State University 2000 — 2006
B.A., Family Finance, Spanish Minor
Bear River High School 1997 — 2000
Patelco Credit Union March 2014 - Present
Wells Fargo Bank February 2014 - March 2014
Bank of the West July 2013 - November 2013
Wolters Kluwer Financial Services November 2012 - June 2013
GeoVera Holdings, Inc. April 2012 - November 2012
Bank of the West December 2005 - January 2012
Bingham McCutchen May 2005 - December 2005
Union Bank of California January 1999 - May 2005
Gold Bennett and Cera LLP July 1993 - January 1999
Skills
Public Speaking, Negotiation, Mediation, Teaching, Writing, Technical Writing, Legal Research, Banking, Litigation, Compliance, Policy, Analysis, Risk Management, Contract Negotiation, SOX, Process Improvement, Research, Financial Risk, Risk Assessment, Project Management, Internal Audit, Finance, AML, KYC, OFAC
Education
ABA Intermediate Compliance School 2009 — 2009
Certificate, Banking regulation
ABA National Compliance School 2008 — 2008
Diploma, Banking regulatory compliance
Golden Gate University 2001 — 2003
Master of Science, Finance
San Francisco State University 2000 — 2001
Master of Science in Finance, Business
St. Mary's College of California 1991 — 1992
Paralegal Certificate, Law
University of California, Los Angeles 1975 — 1979
Psychobiology
Santa Monica High School 1973 — 1975
Diploma, University Preparatory
Wells Fargo Bank July 2001 - Present
Education
Golden Gate University 2005 — 2007
MBA, Marketing
University of Washington 1996 — 2001
BS, Technical Communication
Classical Marketing January 2000 - Present
Immanuel Lutheran Church 1994 - 2010
Foote, Cone & Belding / FCB Direct January 1999 - December 1999
CM Partners March 1985 - January 1999
Cooperative Marketing March 1985 - January 1999
Wells Fargo Bank May 1984 - February 1985
Skills
Sales, Integrated Marketing, Direct Marketing, Marketing Communications, Email Marketing, Digital Marketing, Brand Development, Business Development, Strategy, Direct Mail, Interactive Marketing, Marketing, Multi-channel Marketing, Lead Generation, Advertising, Online Advertising, Fundraising, Marketing Strategy, Strategic Planning, New Business Development, Social Media, Marketing Management, Online Marketing, Digital Strategy, Brand Management, Market Planning, B2B Marketing, Relationship Marketing, Database Marketing
Education
Golden Gate University 1979 — 1982
MBA, Marketing
San Francisco State University, College of Business 1974 — 1977
BA, Marketing
Abraham Lincoln High School 1970 — 1974
E*TRADE Financial Corporation May 2015 - Present
Calypso Technology December 2013 - February 2015
Wells Fargo October 2013 - November 2013
Bank of the West March 2013 - June 2013
Union Bank July 2007 - March 2013
Wells Fargo Bank April 2006 - June 2007
Wells Fargo Bank November 2005 - April 2006
Wells Fargo Bank September 2004 - November 2005
Wells Fargo Bank January 1999 - September 2004
Wells Fargo Bank July 1997 - December 1998
Skills
Risk Management, Financial Risk, Program Management, Internal Audit, Internal Controls, Risk Assessment, Securities, Enterprise Risk..., Operational Risk..., Financial Services, Capital Markets, Operational Risk, Mutual Funds, AML, Treasury Management, Commercial Banking, Anti Money Laundering, Leadership, Sarbanes-Oxley Act
Education
Boston University/Pepperdine University 2008 — 2010
Certificate: CSOP, Cannon Financial Institute, Inc. Securities Operations School
Golden Gate University 2003 — 2004
M.S., Management of Technology
Golden Gate University 2003 — 2004
Graduate Certificate, Telecommunications Management
University of California, Berkeley 1990 — 1994
B.A., Political Science
Wells Fargo February 2014 - Present
Wells Fargo (through Modis) August 2012 - February 2014
San Francisco Commercial Builders, Inc 2002 - 2007
Wells Fargo Bank January 1999 - January 2002
Wells Fargo Bank January 1996 - January 1999
Skills
Banking, Credit, Management, Customer Service, Training, Marketing, Business Development, Marketing Strategy, Analysis, Business Planning, Strategy
Education
Golden Gate University
Bachelor, Business Administration
InterContinental Mark Hopkins October 2001 - October 2011
Grand Hyatt San Francisco Hotel July 1999 - October 2001
Wells Fargo Bank February 1982 - September 1992
Wackenhut International Security Services September 1988 - June 1992
Bechtel International March 1977 - February 1992
Skills
Administration, Business Management, Customer Service, Event Management, Government Liaison, Hospitality, Criminal Law, Law Enforcement, Program Management, Quality Management, Risk Management, Security, Vendor Management, International Relations, Enforcement, Physical Security, Security Operations, Management, Risk Assessment, Executive Protection, Surveillance, Security Management, Counterterrorism, Interrogation, Protection, Firearms, Hotels, Hospitality Management, Crisis Management, Corporate Security, Personal Protection, Security Training, Close Protection, Asset Protection, Access Control, Workplace Violence, Personal Security, Private Investigations, Military, Police, Security Audits, CCTV, Security Awareness, Emergency Management, Internal Investigations, Personnel Security, Investigation, Law Enforcement..., Crime Prevention, Background Checks
Education
Golden Gate University 1982 — 1986
Bachelor's Degree, Management
Golden Gate University 1982 — 1986
Bachelor's Degree, Business Administration and Management, General
Wells Fargo November 2011 - Present
Wells Fargo Bank April 2010 - November 2011
Wells Fargo January 2007 - March 2010
Wells Fargo 2002 - 2006
Skills
Series 7, Series 66, Small Business Lending, Leadership, Wealth Management, Uniform Combined State..., Financial Goals, Business Development, Financial Services, Sales Management, Investments, Sales, Relationship Management, Coaching, Credit
Education
Patten University 2014 — 2016
Business Administration and Management, General
Golden West College 1988 — 1991
General Studies
BP March 2014 - Present
BP August 2011 - March 2014
Hunton & Williams LLP July 2005 - August 2011
Ultimate Electronics May 2002 - March 2005
NCR Corporation January 1997 - January 2002
Independant Consultant June 1996 - May 1997
Wells Fargo Bank August 1989 - August 1993
Skills
Applicant Tracking..., Benefits Administration, Budgets, CRM, Change Management, Coaching, Conflict Resolution, Cost Control, Cross-functional Team..., Deferred Compensation, Employee Benefits, Employee Relations, Employee Training, Employment Law, Human Resources, Interviews, Leadership, Management, Market Research, Mergers, New Hire Orientations, Organizational..., PeopleSoft, Performance Management, Personnel Management, Process Improvement, Program Management, Project Planning, Recruiting, Retail, Risk Management, Sourcing, Strategic Planning, Talent Acquisition, Talent Management, Team Leadership, Temporary Placement, Training
Education
University of Texas at Dallas - Naveen Jindal School of Management 2009 — 2013
M.B.A., Marketing
Golden Gate University, School of Law 1992 — 1995
Juris Doctor
San Francisco State University 1985 — 1989
Bachelor of Science, Business Administration; Organizational Behavior
Wells Fargo April 2013 - Present
Bank of the West 2012 - 2012
Wells Fargo Bank February 2010 - August 2011
Wells Fargo Bank October 2004 - December 2009
Wells Fargo Bank September 2000 - September 2004
Wells Fargo Bank September 1998 - August 2000
Wells Fargo Bank December 1990 - August 1998
Skills
Banking, Risk Management, Credit Cards, Vendor Management, Financial Services, Process Improvement, Relationship Management, Operational Risk..., Program Management, Project Management, Team Building, Basel II, BSA/AML, Information Security..., Federal Regulation E, Credit, Portfolio Management, Business Continuity, Operational Risk, Management, Retail Banking, Credit Risk, AML, Enterprise Risk..., Loans, Treasury Management
Education
Golden Gate University
Bachelor of Science, Management
Trumbull High
GE Aviation September 2011 - Present
Rapid Quality Manufacturing September 2011 - December 2012
The Underground August 2009 - June 2011
Baku International Fellowship January 2007 - March 2009
Wells Fargo Bank January 2000 - January 2007
Skills
Organizational..., Employee Engagement, Leadership Development, Human Resources, Management, Coaching, Change Management, Strategy, Team Building
Education
Indiana Wesleyan University 2011 — 2016
Doctor of Philosophy (Ph.D.), Organizational Leadership
Gonzaga University 2009 — 2011
M.A, Organizational Leadership
North Central University 1999 — 2005
B.A, Pastoral Studies
Wells Fargo Bank 1989 - Present
Skills
Reporting & Analysis
Education
Golden Gate University
Master of Business Administration (MBA), Finance, General
University of California, Davis
Bachelor of Science (BS), City/Urban, Community and Regional Planning
JPMorgan Chase January 2014 - Present
Citi February 2013 - January 2014
Capital One August 2012 - January 2013
Wells Fargo Bank September 2008 - August 2012
Wachovia, A Wells Fargo Company March 2003 - June 2008
Discovery Bank March 2003 - June 2003
Citibank May 1997 - December 1999
Skills
Loans, Mortgage Lending, Credit, Refinance, Loan Origination, Banking, Financial Risk, Underwriting, Mortgage Banking, FHA, Mortgage Underwriting, Portfolio Management, USDA, Anti Money Laundering, Residential Mortgages, Compliance, AML, AML compliance
Education
Goldey-Beacom College 1992 — 1997
Bachelor, International Business Mangement
Meriwest Credit Union August 2015 - Present
Northern California Community Loan Fund September 2011 - August 2015
Peninsula Family Service April 2009 - September 2011
RSF Social Finance March 2007 - April 2009
BNP Paribas April 2005 - March 2007
National Cooperative Bank November 2001 - April 2005
Wells Fargo Bank August 1999 - November 2001
Redwood Bank July 1996 - August 1999
Skills
Loans, Portfolio Management, Financial Analysis, Underwriting, Risk Management, Credit, Non-profits, Credit Analysis, Banking
Education
Golden Gate University 1998 — 2001
MBA, Business/Managerial Economics
San Francisco State University 1992 — 1996
BA, Economics
Telecom and Energy 2010 - Present
First Republic Bank May 2010 - September 2010
Citibank October 2008 - May 2010
Wells Fargo Bank December 2003 - January 2007
Education
Golden Gate University 2008 — 2009
Finance
Salesforce October 2014 - Present
TRUSTe April 2013 - October 2014
Blue Shield of California March 2012 - February 2013
Blue Shield of California August 2011 - March 2012
Blue Shield of California August 2008 - August 2011
Wells Fargo Bank August 2007 - August 2008
JP Morgan Chase November 2005 - August 2007
CAMICO Mutual Insurance Company April 2001 - November 2005
Skills
Managed a..., Segmentation strategy, Cross functional..., Product Marketing, Budget Management, Product Development, Segmentation, Budgets, Product Management, Marketing Management, Process Improvement, Cross-functional Team..., Strategic Planning, Project Management, Strategy, Direct Marketing, Marketing Strategy, Integrated Marketing, Marketing Communications, Marketing, Management, Leadership, Healthcare, Customer Insight, Market Planning, CRM, Brand Management, Email Marketing, Digital Marketing, Online Marketing, Online Advertising, Salesforce.com, Lead Generation, Multi-channel Marketing, B2B, Social Media Marketing, Brand Development, Business Strategy, Program Management, Competitive Analysis, B2B2C, Mobile Marketing, SEM, Business Development, Social Media
Education
Golden Gate University 2003 — 2005
Master of Business Administration (M.B.A.)
University of San Francisco 1997 — 2001
Bachelor's degree, Marketing
University of San Francisco 1997 — 2001
Bachelor's degree, Finance
Strategic Finance Partners January 2008 - Present
With a private firm out of Wisconsin January 2006 - Present
Community Colleges of Spokane January 2009 - June 2013
Gonzaga University 2008 - June 2012
SLIP September 2008 - April 2011
Boy Scouts of America September 2004 - April 2010
Bank of Whitman January 2007 - January 2008
Wells Fargo Bank January 2006 - January 2007
Merrill Lynch Investment Managers April 2003 - April 2006
Boy Scouts of America April 1994 - April 2003
Skills
Advertising, Microsoft Word, Real Estate Development, Public Speaking, Negotiation, Leadership, Asset Managment, Venture Capital, Investments, Leadership Development, Strategic Planning, Employee Relations, Fundraising, Business Development, Coaching, Training, Customer Service, Entrepreneurship, Finance, Management, Small Business, Time Management, Marketing, Business Planning, Social Networking, Budgets, Start-ups, Nonprofits, Networking, Team Building, Strategy, Team Management, Loans, Financial Services, Asset Management, Commercial Lending
Education
Gonzaga University - School of Business Administration 2002 — 2004
MBA, Business
Gonzaga University 1992 — 1995
BA, Business
Mead 1983 — 1986
The Redwoods, a Senior Community May 2013 - Present
Raydiance, Inc. June 2009 - April 2013
Greenline Industries, Inc. February 2008 - March 2009
Pay By Touch February 2006 - March 2007
KPMG 2005 - 2006
Nexant 2000 - 2005
EDAW February 1994 - March 1999
Wells Fargo Bank 1988 - 1994
KPMG Peat Marwick 1985 - 1988
Skills
Revenue Recognition, Financial Reporting, Financial Analysis, Accounting, Finance, Internal Controls, SEC filings, Financial Statements, Manufacturing, General Ledger, US GAAP, Auditing, Sarbanes-Oxley Act, GAAP, Accounts Payable, Financial Accounting, CPA, Forecasting
Education
Golden Gate University 1990 — 1999
MS, Finance
Golden Gate University 1983 — 1985
BS, Accounting
CNSC - Chinese Newcomers Service Center 新僑服務中心 July 2015 - Present
Wells Fargo Bank August 2004 - February 2011
JC Penney October 2000 - August 2004
Skills
Banking, Management, Sales, Customer Service, Leadership, Credit, Team Building, Forecasting, Microsoft Excel, Financial Analysis, Relationship Management, Event Planning, Customer Experience, Sales Management, Time Management, Risk Management, Analysis, Community Outreach, Performance Improvement, Fundraising, Microsoft Word, PowerPoint, Program Development, Program Management, Inventory Management, Diversity & Inclusion, Branch Management, Retail Banking, Event Management, Crisis Management, Business Analysis, Training, Loans, Nonprofits, Grant Writing, Grants, Income Tax, Sales Growth, Compliance, Project Management, Corporate Social..., Operations Management, Social Media Marketing
Education
Golden Gate University
Master of Science (MS), Taxation
Golden Gate University
Bachelor of Science (BS) in Business, concentration in Operation & Supply Chain Management, Summa Cum Laude
Skyline College
Associate of Science (AS), Business Administration, Summa Cum Laude
Wells Fargo Bank April 2009 - Present
Wells Fargo Bank January 2006 - January 2009
Wells Fargo Bank January 1999 - January 2006
Sedgwick September 1995 - July 1997
Skills
Business Analysis, Process Improvement, SDLC, Change Management, Product Management, Team Management, Business Process, Leadership, Risk Management, Project Management, CRM Integration, Six Sigma, PMP, Business Process..., Vendor Management, Business Intelligence, IT Management, Requirements Analysis, Software Project..., Strategic Technology..., Salesforce.com, CMBS, Commercial Real Estate..., Rail Leasing, Equipment Finance, User Experience Design, Customer Engagement, Ethnography, Third Party Vendor...
Education
Golden Gate University 1997 — 2000
MIS, 3.9
University College Cologne, Germany 1994 — 1997
Bachelor of Business Administration (BBA), International Business and Risk Mgt
Looking for an exciting new job opportunity September 2015 - Present
Couture by Juliet October 2006 - December 2014
Wells Fargo Bank June 2001 - June 2006
Federal Home Loan Bank of San Francisco August 1995 - June 2001
First Nationwide Bank August 1985 - August 1995
Skills
Financial Analysis, Financial Modeling, Asset Management, Finance, Risk Management, Capital Markets, Derivatives
Education
Golden Gate University
MBA, Finance
Menlo College
B.S., Bus. Admin., Finance
Swire Shipping May 2014 - Present
San Francisco Bay Area March 2013 - April 2014
Ports America October 2005 - March 2013
Marine Terminals Corporation June 2002 - September 2005
Marine Terminals Corporation September 1996 - May 2002
Marine Terminals Corporation October 1994 - August 1996
Hotel Information Systems May 1994 - September 1994
Wells Fargo Bank January 1991 - April 1994
Shaklee Corporation April 1988 - January 1991
Bank of America December 1987 - April 1988
Skills
Forecasting, Analysis, Mergers, Transportation, Freight, Ports, Logistics, Logistics Management, Shipping, Container, Maritime, Contract Negotiation, Budgets, Ocean Freight, Business Development, Freight Transportation, International Shipping, Transportation Planning, Stevedoring, Terminal Operations, Container Terminals, Bulk Terminals, Maritime Operations, Sales Contracts, Vendor Contracts, Federal Government..., Customer Service, Operating Budgets, Budget Forecasts, ILWU, Longshore, Break Bulk, Project Cargo, Terminal Management, Pricing, Contract Pricing, Capital Budgeting, Financial Reporting, Financial Modeling, Customer Retention, Sales, Financial Systems, Bid Pricing, Revenue & Profit Growth, Revenue Forecasting, RoRo, Heavy Haul, Bulk Material Handling, Ocean Transportation, Maritime Safety
Education
University of California, Davis 1979 — 1981
Bachelor of Science (BS), Managerial Economics
Golden Gate University 1987 — 1990
MBA, Finance
Acalanes High School 1972 — 1976
Billy Muchtar Consulting Services 1995 - Present
Bank of the West 2010 - 2012
UC Berkeley January 2007 - January 2008
Rosenthal & Company September 2003 - December 2006
Autumn Press Inc January 2000 - September 2003
Wells Fargo Bank 1998 - 1999
Skills
Financial Accounting, Financial Analysis, General Ledger, Financial Reporting, Account Reconciliation, Accounts Payable, Accounts Receivable, Financial Statements, Tax, Internal Controls, Management, Budgets, Microsoft Excel, Microsoft Office, Project Planning, Nonprofits, Team Building, QuickBooks, Bookkeeping, Payroll, Peachtree, SAP ERP
Education
Lincoln University 1997 — 1998
MBA, International Business
Golden Gate University 1994 — 1995
MBA, Finance
Wells Fargo Bank December 2007 - Present
North Valley Bank February 2006 - December 2007
CalNet Business Bank July 2001 - February 2006
Western Sierra Bank 2000 - 2001
Bank of the West 1997 - 2000
SierraWest Bank 1995 - 1997
CapitalBank Sacramento 1991 - 1995
First Interstate Bank 1989 - 1991
Point West Bank 1987 - 1989
River City Bank 1986 - 1987
Skills
Financial Analysis, Due Diligence, Commercial Lending, Credit, Commercial Banking, Banking, Portfolio Management, Team Leadership, Leadership Development, Mentoring, Sales Management, Hospitality Lending, New Business Development, Consumer Lending, Underwriting, Risk Management, Commercial Mortgages, Auditing, Loan Origination, Finance, Credit Analysis, Real Estate Economics, Budgets, Investors
Education
Golden Gate University 1990 — 1992
Master of Business Administration (MBA), Finance/Real Estate
CSUS 1972 — 1979
BS, Business/Finance
Fastenal July 2013 - Present
SERVIS 1ST BANK January 2013 - April 2013
Wells Fargo Bank December 2009 - January 2013
ROBERT TRENT JONES GOLF TRAIL April 2008 - August 2009
Skills
Policy, Leadership, Sports, Management, Mergers & Acquisitions, Banking, Golf, Teamwork, Finance, Microsoft Word, Sales Management, Inventory Management, Time Management, Sales Operations, Forecasting
Education
Troy University Dothan 2014 — 2016
Bachelor of Business Administration (B.B.A.)
George C Wallace State Community College-Dothan 2011 — 2014
Business Management, 3.5
Golf Academy of America-Altamonte Springs 2007 — 2008
Associate's degree, Golf Complex Operations and Management
Mississippi State University 2006 — 2007
Turf and Turfgrass Management
UnitedHealth Group June 2014 - Present
UnitedHealth Group February 2012 - May 2014
Longevity Global June 2010 - January 2012
Wells Fargo Bank September 2009 - June 2010
AT&T October 2007 - June 2009
Wells Fargo Bank October 2006 - October 2007
Circuit City September 2002 - October 2006
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Financial Forecasting, Corporate Finance, Excel, Access, PowerPoint, PeopleSoft, Hyperion, Essbase, Social Networking, Russian, Strategic Planning, Project Management, Management, Strategy, Business Analysis, Analysis, Microsoft Excel, Hyperion Enterprise, Finance, Budgets, Market Research, Project Planning
Education
Golden Gate University 2009 — 2011
M.B.A., Management
San Francisco State University 2006 — 2008
B.S., Corporate Finance
San Francisco State University 2006 — 2008
B.S., Financial Services
Wells Fargo July 2012 - Present
Wells Fargo Bank October 2011 - August 2012
Wells Fargo Bank July 2011 - September 2011
Wells Fargo Bank July 2010 - August 2011
Wells Fargo Financial May 2009 - July 2010
Snoqualmie Ridge TPC Golf Club May 2006 - August 2008
Skills
Banking, Market Research, Customer Service, Finance, Credit, Sales, Outlook, Financial Analysis
Education
Gonzaga University 2005 — 2009
BA, Business-Finance
First Republic Bank November 2014 - Present
Union Bank May 2012 - May 2014
Wells Fargo Bank May 2005 - May 2012
Federal Reserve Bank of San Francisco 2002 - 2004
Federal Reserve Bank of San Francisco January 1988 - December 2002
Federal Reserve Bank of San Francisco December 1982 - December 1988
National Bank of California January 1976 - December 1982
Skills
IT Audit, Risk Management, CISA, Auditing, Risk Assessment, SDLC, Project Management, Quality Assurance, CRISC, Change Management, Data Center, Banking, Mergers & Acquisitions, Enterprise Risk..., Operational Risk..., Strategy, Business Development, Leadership, Financial Risk, Management, Sarbanes-Oxley, Information Security, Strategic Planning, Internal Controls, Operational Risk, Process Improvement, COSO, COBIT, Internal Audit
Education
Golden Gate University 1992 — 1998
B.S., Telecommunications Management
Information Systems Audit & Control Association (ISACA)
CISA- Certified Information Systems Auditor
Information Systems Audit & Control Association (ISACA)
CRISC- Certified Risk and Information Systems Control
Institute of Internal Auditors
Certified Internal Quality Assessment Validator
Institute of Internal Auditors
CFSA- Certified Financial Services Auditor
Pearl Home Design + Staging September 2012 - Present
Disney Interactive Studios May 2005 - September 2012
Wells Fargo Bank April 2004 - January 2005
Performing Tree 2001 - 2003
Skills
Event Planning, Event Management, Theatre, Entertainment Industry, Stage Management, Acting, FileMaker, Television, Production Managment, Social Media, Outlook, Social Networking, Film, Administrative..., Mac, Professional Organizing, Professional Services, Publicity, Marketing, Nonprofits, Management, Editing, Creative Writing, Customer Service, Program Management, Microsoft Office, New Media
Education
Golden Gate University 2005 — 2007
Master of Arts (M.A.), Non-Profit/Public/Organizational Management, 3.85
San Francisco State University 1983 — 1987
Bachelor of Arts, Inter Arts Center; Community Service
Stryker (NYSE: SYK) July 2012 - Present
Signia Ventures, LLC August 2011 - July 2012
Golden Gate University January 2009 - April 2011
Classic Vacations - Expedia (NYSE : EXPE) April 2007 - December 2009
Wells Fargo Bank September 2005 - April 2007
Skills
ERP QAD, oracle 11i, Accounts Payable, General Ledger, Accounts Receivable, Fixed Assets, QuickBooks, Journal Entries, Auditing, Accounting, Accruals, Fixed Asset Depreciation, Financial Accounting, Microsoft Office, Outlook, GAAP, Hyperion Enterprise, Microsoft Excel, Pivot Tables
Education
Golden Gate University 2009 — 2011
Master in Accountancy, Accounting
Philippine School of Business Administration
BA, Accounting
City of Hope January 2014 - Present
State Street Bank - IMSWEST Division November 2009 - Present
City of Hope 2014 - 2015
Dell Perot Systems September 2008 - November 2009
County of Riverside February 2008 - June 2008
Network Systems Integrators, Inc. October 2007 - January 2008
Abbott Vascular Devices 2006 - 2007
Yum Brands, Inc. January 1998 - August 2003
Los Angeles Times June 1996 - June 1997
Wells Fargo Bank June 1992 - June 1996
Skills
Servers, CRM, Management, System Administration, Disaster Recovery, VMware, Security, Microsoft Exchange, Troubleshooting, Windows Server, System Deployment, Windows, Litigation Support, Active Directory, SDLC, PMP, Networking, Microsoft SQL Server, Training, Information Technology, Software Installation, Leadership, SAN, Visio, IT Management, Infrastructure, Help Desk Support, SharePoint, Vendor Management, Software Documentation, ITIL, Data Center, IT Service Management, Citrix, IT Operations
Education
Golden Gate University
Major Courses in
Golden Gate University
Motive Entertainment October 2012 - September 2015
The Christian Post January 2012 - June 2012
The World Evangelical Alliance August 2011 - December 2011
SouthEast University, Nanjing August 2009 - September 2010
Walden Media November 2005 - February 2009
MassHealth 2003 - October 2005
Wells Fargo Bank June 1999 - May 2001
Skills
Strategy, Leadership, Strategic Partnerships, Marketing, Community Outreach, Marketing Strategy, Film, Social Media, Editing, Networking, Social Media Marketing, Blogging, Public Speaking
Education
Golden Gate University, School of Law 1996 — 1999
J.D., Litigation
University of California, Los Angeles 1991 — 1995
B.A., English
Bank of America Merrill Lynch January 2010 - Present
Wells Fargo Bank September 2008 - January 2010
Wells Fargo Bank May 2007 - September 2008
Skills
Salesforce.com, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Account Management, Research
Education
Golden Gate University 2010 — 2013
Masters of Business Administration, Management
University of California, Davis 2003 — 2007
Bachelor of Arts, Political Science
Wells Fargo Bank March 2004 - Present
MasterCard International March 2002 - February 2004
Providian Financial January 2000 - January 2002
Visa November 1990 - January 2000
Wells Fargo Bank October 1987 - November 1990
Bank of America 1981 - 1987
Skills
Credit Cards, Payments, Financial Services, Acquiring, Call Center, Electronic Payments, Payment Card Processing, Debit Cards, Merchant Services, E-payments, Payment Systems, Mobile Payments, Transaction Processing, Credit, Fraud, Relationship Management, Portfolio Management, E-commerce, Operations Management, Payment Gateways, Business Strategy, Strategic Partnerships, Business Relationship..., Team Building, Management, Payment Industry, Consulting, Call Centers
Education
Golden Gate University
MBA, Edward S. Ageno School of Business
Golden Gate University
B.S., Management
JPMorgan Chase October 2007 - June 2009
WaMu, division of JPMorgan Chase Bank, N.A. 2007 - June 2009
Spirent Communications September 2003 - June 2007
Clarent 1997 - 2002
Clarent Corporation 1999 - 2001
Wells Fargo Bank 1992 - 1995
Wells Fargo Bank 1991 - 1992
Skills
Agile Methodologies, Cloud Computing, Databases, Integration, Leadership, Management, Mobile Devices, Perl, Process Improvement, Project Management, Quality Assurance, Quality Center, Regression Testing, Software Development, Software Quality..., System Testing, TCP/IP, Telecommunications, Test Automation, Test Cases, Test Planning, Testing, Training, User Acceptance Testing, Web Applications
Education
Golden Gate University
B.S., Telecommunications Management
Wells Fargo Bank November 2007 - Present
Grubb & Ellis July 2005 - November 2007
Nikitova/Kenjitsu May 2003 - July 2004
Skills
CRM, Leadership, Analysis, Management, Forecasting, Business Development, Product Marketing, Analytics, Portfolio Management, Financial Analysis, Contract Negotiation
Education
Golden Gate University 2002 — 2002
Graduate Certificate
Golden Gate University 2001 — 2002
MBA
NORTHERN KENTUCKY UNIVERSITY 1999 — 2000
BA
Oracle August 2015 - Present
Dyersburg State Community College August 2013 - July 2015
Jackson State Community College January 2009 - August 2013
Lambuth University August 2008 - August 2009
CIBER August 2007 - August 2008
Lambuth University August 2004 - May 2007
Wells Fargo Bank January 2001 - September 2003
Lawrence Livermore Nat'l Lab September 1998 - January 2001
Oracle Corporation October 1996 - September 1998
Skills
Linux, Higher Education, Coaching, Data Analysis, Teaching, E-Learning, Microsoft Office, Public Speaking, Instructional Design, SQL, Research, Adult Education, Leadership Development, Distance Learning
Education
Union University 2010 — 2014
Doctor of Education (Ed.D.)
Golden Gate University 2002 — 2003
M.S.
Lambuth University 1983 — 1987
B.S.
Northwest School for Deaf and Hard-of-Hearing Children September 2013 - Present
Regions Financial Corporation August 2011 - 2013
EARTH University Foundation November 2009 - April 2011
SABEResPODER (Knowledge is Power) April 2009 - October 2009
BBVA - Compass Bank January 2009 - April 2009
Compass Bank January 2006 - December 2008
BBVA 2006 - 2008
Wells Fargo Bank 2001 - 2005
Wells Fargo 1999 - 2001
U S WEST 1996 - 1999
Skills
Microsoft Office, Raiser's Edge, Lotus Notes, Advertising, Social Media, Social Media Marketing, Corporate Social..., Ethnic Media, Strategic Planning, Hispanic Marketing, Marketing Strategy, Marketing, Market Research, Public Relations, Digital Marketing, Strategy, Corporate Communications, Leadership, Business Development, Sales, Program Management, Nonprofits, Fundraising, Project Management, Creative Direction, Analysis, Sales Management, Marketing Communications, Project Planning, Management, Integrated Marketing, Direct Marketing, Brand Awareness, Strategic Partnerships, Mergers & Acquisitions, Competitive Analysis, Email Marketing, Sponsorship, CRM, Marketing Management, Analytics, Relationship Marketing, Online Marketing, Lead Generation, Online Advertising, Marketing Research, Product Marketing, Brand Management, Brand Development, Customer Acquisition
Education
University of Washington, Michael G. Foster School of Business 1997 — 1998
Executive Management Program, Business, Management, Marketing, and Related Support Services
Golden Gate University
B.S, Business & Marketing
Wells Fargo Bank March 2009 - Present
Wells Fargo Bank September 2003 - March 2009
Wells Fargo Bank September 2002 - September 2003
Wells Fargo Bank November 1999 - September 2002
BancAmerica Securities February 1998 - November 1999
Skills
Vendor Management, SDLC, Team Management, Data Center, Solaris, Business Analysis, IT Strategy, Linux, Management, Requirements Analysis, Change Management, Software Project...
Education
Golden Gate University 1992 — 1994
MS, Human Resources
San Francisco State University 1987 — 1991
BS, Marketing/Finance
Wells Fargo May 2003 - Present
Wells Fargo Bank 1999 - 2003
Wells Fargo 1995 - 1999
Wells Fargo End User Servcies 1991 - 1994
Wells Fargo Exception Item Processing 1988 - 1991
Wells Fargo Item Processing 1985 - 1988
Skills
Data Center, Requirements Analysis, Capacity Planning, Visio, Disaster Recovery, Project Management, IT Management, Vendor Management, SDLC, ITIL, Integration
Education
University of California Berkeley Extension 1992 — 1993
Computer and Information Sciences and Support Services
Golden Gate University 1985 — 1986
Business Administration and Management, General
San Francisco State University 1976 — 1980
Journalism, Geography
San Francisco State University
Bachelor of Arts (B.A.), Journalism
Wells Fargo June 2014 - Present
Wells Fargo October 2000 - Present
Wells Fargo January 2009 - January 2014
Wells Fargo Bank 2003 - 2008
Cybertek April 1993 - September 2000
Education
Shippensburg University of Pennsylvania 1980 — 1984
Golden Gate University
Master of Business Administration (MBA), Finance, General
US Army Reserves May 2015 - Present
US Army Reserves March 2011 - May 2015
Santa Clara Vanguard Drum and Bugle Corps September 2005 - September 2013
Meriwest Credit Union April 2009 - September 2011
Wachovia July 2007 - July 2008
Addison Ave. Federal Credit Union July 2004 - July 2007
Union Bank of California 2000 - 2004
Wells Fargo Bank February 1993 - July 2000
Skills
Financial Analysis, Finance, Leadership, Process Improvement, Budgets, Project Management, Program Management, Management, Marketing
Education
South Bay Regional Public Safety Training Consortium 2008 — 2008
Basic Academy Certificate, Basic Police Academy
Golden Gate University 2001 — 2004
MBA, Finance
San Jose State University 1997 — 1999
BS, Finance
San Jose State University 1993 — 1995
BS, Management
Family Essentials Counseling July 2013 - Present
Prime Lending March 2014 - February 2015
Wells Fargo Bank January 2005 - March 2009
Skills
Event Planning, Customer Service, Public Speaking, Social Media, Volunteer Management, Public Relations, Teamwork, Program Management, Social Media Marketing, Recruiting, Leadership, Microsoft Office, Fundraising, Sales, Training
Education
Gonzaga University 2009 — 2011
Master's degree, Counseling Psychology
Gonzaga University 1989 — 1993
Bachelor of Arts (B.A.), Finance/Management
Xero March 2014 - Present
Charles Schwab January 2007 - March 2014
Charles Schwab April 2000 - January 2007
Wells Fargo Bank August 1999 - April 2000
Skills
Quality Assurance, SDLC, Agile Methodologies, Software Quality..., User Acceptance Testing, Software Project..., Scrum, Agile Project Management, Business Analysis, Waterfall, Testing, Test Planning, Software Development, Quality Center, Process Improvement, Project Management, Regression Testing, Cross-functional Team..., Web Applications, Financial Services, ClearQuest, TFS, RUP, Agile, SaaS, Mortgage Lending, Real Estate, JIRA, Confluence, Selenium, Localization, Accounting, Payroll, HP Quality Center
Education
Golden Gate University
Master of Business Administration (M.B.A.), Accounting
Wells Fargo Bank AccountantWells Fargo2009 - Present
Wells Fargo 2009 - Present
Wells Fargo Corporate HR 2005 - 2009
Wells Fargo Bank 2001 - 2002
Central Bank 1981 - 1989
Skills
Financial Risk, Risk Management, Banking
Education
Golden Gate University 1987 — 1989
SunTrust Inc September 2014 - Present
Bank of America 1995 - June 2014
Wells Fargo Bank September 1991 - August 1995
Security Pacific Bank 1979 - 1990
Skills
Cash Management, Banking, Treasury Services, Commercial Banking, Risk Management, Capital Markets, Credit, Liquidity Management, Loans, Financial Risk, Credit Cards, Payments, Treasury, Commercial Lending, Credit Analysis, Credit Risk, Portfolio Management, Mortgage Lending, Financial Modeling, Executive Management, Corporate Finance, Finance, Relationship Management, Global Cash Management
Education
Golden Gate University
New York University
Wells Fargo Bank January 2008 - Present
Wachovia Bank 2007 - Present
7-Eleven Inc. October 1983 - December 2007
Skills
Facilities Management, Property Management, Leases, Retail, Construction Management, Property, Portfolio Management, Real Estate, Management
Education
Golden Gate University
MBA, Business
University of Arizona
BSBA
Wells Fargo Bank June 2010 - Present
Wells Fargo Bank September 1996 - June 2010
Skills
Essbase, Enterprise Software, Business Intelligence, Microsoft SQL Server, Business Requirements, User Acceptance Testing, SDLC
Education
Golden Gate University 2002 — 2010
Bachelor of Science, Information Technology
University of Santo Tomas
Integrated Resources Group January 1986 - Present
Wells Fargo Bank 1979 - 1986
Skills
Negotiation, New Business Development, Process Improvement, Strategic Planning, Manufacturing, Contract Negotiation, Accounting, Sales Management, Purchasing, Contractors, Granite, Customer Service, Bathrooms, Sales, Product Development, Residential Homes, Business Planning, Start-ups, Tiles, Marketing, Budgets, Construction Management, Import, Real Estate, Marketing Strategy, Project Management, Renovation, Kitchen & Bath Design, Building Materials, Flooring
Education
Golden Gate University 1977 — 1979
MS, Accounting
University of Kentucky 1974 — 1976
MBA
Sydenham College of Commerce and Economics` 1969 — 1973
B Com, Accounting
Don Bosco High School, Mumbai, India 1958 — 1969
Wells Fargo July 2015 - Present
Wells Fargo October 2014 - April 2015
Charles Schwab November 2013 - July 2014
Wells Fargo Digital Channels Group February 2013 - October 2013
Charles Schwab August 2011 - January 2013
Wells Fargo Bank August 2009 - June 2011
Experience Unlimited August 2008 - August 2009
Clorox June 2007 - July 2008
Lawrence Livermore Lab September 2005 - March 2007
Safeway October 1989 - April 2005
Skills
Business Intelligence, Data Warehousing, Data Analysis, SQL, SAS, Requirements Analysis, Multi-channel Campaign..., Analysis, Informatica, OLAP, Marketing, Data Mining, Database Design, Business Analysis, Analytics, DB2, Access, Data Integration, ETL, Database Marketing, Software Development, Oracle, Change Management, Integration, CRM, Campaign Management, Marketing Strategy, Business Requirements, SDLC, E-commerce, Segmentation, Process Improvement, Dashboard, Visio, Statistical Modeling, Software Documentation, Marketing Communications, Project Management, Data Modeling, Quality Assurance, Teradata, Business Process, Microstrategy, SharePoint, Unix, Customer Service, Financial Analysis, Email Marketing, Microsoft Office
Education
Golden Gate University
MBA, Finance
University of California, Berkeley
Bachelor’s Degree, Business
Wells Fargo Bank MSB Portfolio ManagerWells Fargo Bank1986 - Present
Wells Fargo Bank December 1970 - Present
Education
Golden Gate University 1977 — 1979
MBA, Banking
Golden Gate Audubon January 2011 - Present
Nature Trip January 2009 - Present
Golden Gate Audubon July 2008 - December 2008
Nature Trip 2004 - 2008
Affinitel Communications 2001 - 2004
Macromedia 2000 - 2001
Wells Fargo Bank 1997 - 1999
Skills
Volunteer Management, Event Planning, Advocacy, Program Management, Project Planning, Project Implementation, Project Coordination, Non-profits, Fundraising, Proposal Writing, Project Management, Grants, Grant Writing, Public Speaking, Environmental Education, Conservation Issues, Nonprofits, Solution Implementation, Research, Program Development, Community Outreach, Environmental Policy, Strategic Planning, Sustainability, Community Development, Community Organizing, Editing, Climate Change, Environmental Awareness, Species Identification, Ecology, Logistics Management, Wildlife, Environmental Issues, International..., Environmental Planning, Natural Resource..., Policy, Program Evaluation, Public Policy, Philanthropy, Sustainable Development, Sustainable Business, Sustainability..., GIS, Community Engagement, Corporate Social..., Biodiversity, Data Analysis, Workshop Facilitation
Education
Golden Gate University
MS, Telecom
University of San Diego
BA, International Relations
Center for Volunteer and NonProfit Management 2007 - Present
Wells Fargo Bank June 1970 - February 1988
Education
Golden Gate University 1988 — 1990
MBA, Health Services Management
University of California, Los Angeles 1963 — 1967
BA, Psychology
Pacific Pension Institute July 2010 - Present
Exit Excel Realty April 2010 - 2015
Notre Dame High School Belmont February 2008 - July 2010
Sisters of Mercy 2006 - 2008
Sisters of the Holy Names of Jesus and Mary 2003 - 2006
Wells Fargo Bank 2000 - 2003
California State Automobile Association 1996 - 2000
Delta Dental Plan of California 1986 - 1996
Skills
Budgets, Accounting, Strategic Planning, Forecasting, Financial Analysis, Microsoft Excel, Training, Management, Employee Benefits, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Finance, Auditing, Managerial Finance, Analysis, Leadership, Strategy, Foreclosures, Project Management, Human Resources, Financial Modeling, Contract Negotiation, Strategic Financial..., Business Process..., Negotiation, Nonprofits, Public Speaking, Executive Management, Process Improvement
Education
Golden Gate University
MBA, 3.90 GPA, Business Administration and Management, General
Golden Gate University
BA, Human Relations, Magna Cum Laude
Professional Development
Various
University of the East
BSBA, Accounting, Cum Laude
Law Offices of Kay Henden January 2009 - Present
City National Bank, N.A., San Francisco, California March 2007 - December 2008
Law Offices of Kay Henden March 1999 - March 2007
Wells Fargo Bank December 1995 - March 1999
Skills
Trusts, Tax, Estate Law, Estate Planning, Litigation, Legal Research, Estate Administration, Corporate Law, Legal Writing, Mediation, Fiduciary, Tax Law, Wills
Education
Golden Gate University, School of Law
J.D., Law
Pomona College
B.A., Liberal Arts
Wells Fargo Wholesale January 2013 - Present
Wells Fargo January 2013 - Present
Graffham Enterprises, LLC April 2012 - February 2013
McKesson (via Graffham Enterprises) May 2012 - January 2013
Wells Fargo November 2009 - March 2012
Graffham Enterprises October 2008 - December 2011
Organon Professional Services January 2005 - April 2007
Gap Inc. July 2003 - February 2004
Verizon Wireless February 2002 - August 2002
Wells Fargo Bank October 2000 - November 2001
Skills
SQL Server 2000-2008, Stored Procedures, SSIS, SQL, Common Sense, Humor, Persistence, Excel, Data Quality, Reporting & Analysis, Baking, Knitting, Eye For Detail, ETL, Database Administration, Microsoft SQL Server, Microsoft Excel, Data Integration, PL/SQL, Spirit, Business Intelligence, SDLC, Requirements Analysis, Business Analysis, Data Analysis
Education
Golden Gate University 1999 — 2002
BS / CIS, Computer Information Science
Self Employed August 1986 - May 2009
Wells Fargo Bank March 1985 - August 1986
Wells Fargo Bank May 1984 - February 1985
Wells Fargo Bank February 1980 - April 1984
California First Bank July 1978 - January 1980
United California Bank May 1973 - June 1978
Education
Golden Gate University 1976 — 1978
M.B.A., Finance
University of California, Berkeley 1971 — 1973
B.A., Economics
University of California, Santa Barbara 1969 — 1971
Talenthouse October 2010 - January 2015
Wells Fargo Bank April 2010 - December 2010
Rotary 2009 - 2010
Panasonic Corporation January 2007 - December 2008
Weber Shandwick PR Agency February 2006 - December 2006
Diamant Development Group January 2003 - January 2006
Skills
Media Relations, Public Relations, Marketing Communications, Editing, Marketing Research, Content Strategy, Marketing, Community Development, Community Relations..., Customer Support, Customer Acquisition, Social Media Marketing, Online Marketing, Digital Marketing, Digital Strategy, Social Media, Marketing Strategy, Facebook, Email Marketing, Newsletters, New Media
Education
Golden Gate University 2009 — 2010
MS, Integrated Marketing Communications with Public Relations emphasis
Moscow State University 2007 — 2008
Diploma, Text Editing for Mass Communications
Peoples Friendship University of Russia 2007 — 2007
Diploma, Public Relations Management and PR technology
Volgograd State University 1997 — 2002
BS, Journalism
Internal Control Systems July 1985 - Present
Golden Gate University January 1976 - Present
US Navy 1964 - 1990
Wells Fargo Bank August 1978 - December 1984
Touche Ross CPA's September 1975 - August 1978
Skills
Accounting, Strategic Planning, Risk Management, Strategic Financial..., Banking, Financial Analysis, Managerial Finance, Start-ups, Leadership, Portfolio Management, Credit, Budgets, Finance, Auditing, Due Diligence, Financial Reporting
Education
Golden Gate University 1979 — 1981
MBA, Business/Finance
Golden Gate University 1974 — 1976
Bachelor of Science (BS), Accounting
Self Employed June 2009 - June 2011
Christie's March 2000 - June 2009
AIG 1997 - 2000
JPMorgan Chase 1996 - 1997
Wells Fargo Bank June 1987 - May 1995
Skills
Compliance, Benefits, Excel, Compensation, HRIS, Customer Service, Internal Communications, Word, Defined Benefit, PeopleSoft, Benefits Administration, Employee Benefits, FMLA, HR Policies, Outlook, Workers Compensation, Microsoft Office, Supervisory Skills
Education
CITY COLLEGE
General Business Studies
Golden Gate University
Financial Accounting and Data Processing
UNIVERSITY OF WISCONSIN
Apple Inc. November 2010 - Present
Robert Panlasigue, Independent Consultant September 2008 - December 2010
Wells Fargo Bank 1995 - 2009
Charles Schwab 1992 - 1994
Skills
Analytics, Data Mining, Business Intelligence, CRM, SAS
Education
Golden Gate University 1980 — 1983
Masters Program, Finance
Hot Topic October 2012 - Present
Hot Topic October 2012 - Present
Gymboree March 2007 - October 2012
Gymboree October 2005 - March 2007
Gymboree April 2002 - October 2005
Gymboree May 1999 - April 2002
Levi Strauss & Co. July 1998 - May 1999
Wells Fargo Bank June 1996 - July 1998
Skills
Strategy, Retail, Vendor Management, CRM, Store Management, Inventory Management, Leadership, Time Management, E-commerce, POS
Education
Golden Gate University 1994 — 1996
Master's degree, Finance
SMBA University (Fez, Morocco) 1987 — 1990
Bachelor's degree, Economics
White Sands of La Jolla Retirement Community October 2010 - Present
The Learning Care Group January 2007 - October 2008
Viejas Enterprises August 2005 - September 2006
VIE September 2004 - September 2005
Advanced Marketing Services October 2002 - June 2005
Advanced Marketing Services (AMS) 2002 - 2005
Banco Popular North America August 1998 - September 2002
Wells Fargo Bank March 1991 - May 1998
Skills
Succession Planning, Employee Relations, Deferred Compensation, Performance Management, Recruiting, Human Resources, Personnel Management, Employee Benefits, Training, Labor Relations, Management, Conflict Resolution, Employment Law, ADP Payroll, Interviews, Change Management, Payroll, Team Building, Workforce Planning
Education
Golden West College
Spanish & Secretarial Science
Universidad Europea
Spanish & Business
Safeway 2008 - 2014
Irwin Home Equity Division 2006 - 2008
Wells Fargo Bank 2001 - 2006
Education
Golden Gate University
MBA, Finance
Wells Fargo Bank Business Systems AnalystWells Fargo Private Bank1990 - Present
Wells Fargo 1990 - Present
Skills
Banking, Business Requirements, Business Analysis, SDLC, Process Improvement, Credit, Portfolio Management, Vendor Management, Requirements Gathering, Risk Management, Loans, Finance
Education
Golden Gate University 1984 — 1985
MBA, Management
Rehabilitation Services of Northern California June 2012 - Present
H & R Block January 2011 - May 2012
Knutson & Associates, Inc March 1998 - September 2010
Wells Fargo Bank September 2003 - May 2010
Skills
Tax Preparation, Accounting, Recruiting, Financial Planners, Customer Service, QuickBooks, Tax
Education
Golden Gate University 2000 — 2010
Masters, Taxation
University of San Francisco 1998 — 2000
Bachelor of Science, Information Systems Management
California Tax Education Council
Galaxy Telesys Inc. August 2010 - Present
Experian Decision Analytics January 2009 - August 2010
Wells Fargo Bank January 2006 - January 2009
CTB McGraw Hill 2000 - 2006
Skills
Statistics, SAS, Business Analytics, Business Intelligence, Credit Scoring, Analytics
Education
Golden Gate University 2002 — 2004
MBA, Business Administration and Management, General
Mississippi State University 1997 — 1999
M.S., Statistics
Jiangxi University of Finance and Economics 1992 — 1996
B.S., Statistics
Wells Fargo Bank February 2011 - Present
Lordon Management Company March 2010 - February 2011
All Media Capital, Inc. January 2009 - March 2010
Manufacturers Bank June 2007 - November 2008
First Commerce Bank November 2006 - April 2007
Wells Fargo Bank September 2004 - November 2006
American Capital Group, Inc. June 2000 - September 2004
Skills
Underwriting, Commercial Lending, Small Business Lending, Loans, Commercial Banking, Credit, Banking, Credit Analysis, Mortgage Lending, Cash Management, Asset Based Lending, Consumer Lending, Financial Analysis, Portfolio Management, Lines Of Credit, Finance, SBA, Mortgage Banking, Commercial Mortgages
Education
CSULB
Bachelor of Arts (BA), Interpersonal and Organizational Communication
Golden West College
Accounting
The Actors Workshop
Film/Cinema/Video Studies
MH Construction Management Co. April 1987 - Present
Wells Fargo Bank April 1980 - 1986
HOK Architects February 1976 - April 1978
Skills
Certified FFF Fly..., Skeet and Trap Olympic..., Kung Fu Expert, Custom Homes, Submittals, Residential Homes, Architectural Design, Contractors, Sustainable Design, Interior Design, AutoCAD, Construction Drawings, Construction Management, Value Engineering, Estimating, general engineering, Architectural Drawings, AutoCAD Architecture, BIM, Budgets, Concrete, Contract Negotiation, Engineering, Feasibility Studies, Green Building, LEED, LEED AP, Procurement, Project Estimation, Real Estate Development, Residential Design, Restoration, Site Planning, Steel Detailing, Sustainability, Refurbishing
Education
Golden Gate University 1980 — 1982
Master in Business Adminstration, Real Estate & Construction Development
UC Berkeley 1973 — 1976
BA, Architecture
Blue Shield of California January 2015 - Present
Wells Fargo Bank January 2011 - January 2015
East West Bank (Formerly United Commercial Bank) January 2008 - July 2010
Skills
Banking, Accounting, Financial Reporting, Account Reconciliation, PeopleSoft, General Ledger, Sarbanes-Oxley Act, Financial Risk, Analysis, Internal Controls, Business Analysis, Business Process, Microsoft Excel, Accounts Payable, PowerPoint, Access, Software Documentation, Process Improvement, Finance, Credit Analysis, Risk Management, Financial Analysis, Tax, Forecasting, Credit, Accounts Receivable, Financial Services, Financial Accounting, US GAAP, Strategic Financial..., Auditing, Bank Secrecy Act, Financial Statements, Financial Modeling, Variance Analysis, Mergers & Acquisitions, Enterprise Risk..., Cash Flow, Budgets, GAAP, Due Diligence, SEC filings, Visio, Corporate Finance, Hyperion Enterprise, Accruals, Balance, Business Process...
Education
Golden Gate University 2013 — 2015
MS Taxation
San Francisco State University, College of Business
Bachelor of Science, Accounting & Computer Information System (dual major)
Wells Fargo July 2013 - Present
Wells Fargo January 2012 - June 2013
Wells Fargo Bank June 2008 - December 2011
Wells Fargo August 2007 - May 2008
Skills
Credit Analysis, Financial Analysis, Small Business Lending, Cross Selling, Retail Banking, Commercial Lending, Loans, Banking, Credit, Microsoft Excel, Database Administration, Relational Databases
Education
UC Berkeley Extension 2015 — 2016
Certificate Program, BI & SAS Analytics Software
Golden Gate University 2012 — 2014
Master of Business Administration (MBA), Finance
San Francisco State University, College of Business 2009 — 2011
Bachelor of Science in Business Administration, Coporate Finance
Napa Valley College 2007 — 2009
General Ed, Business Administration and Management, General
Patelco Credit Union December 2014 - Present
RPM Mortgage, Inc. May 2014 - December 2014
Bank of the West Wealth Management Group November 2011 - October 2013
Bank of the West a BNP Paribas Company August 2005 - November 2011
Citibank June 2003 - August 2005
Manila, Philippines Training Center February 2004 - December 2004
Wells Fargo Bank January 2002 - June 2003
Skills
Corporate Communications, Public Relations, Wealth Management, Strategic Communications, Sales Management, Management, Strategic Planning, Strategy, Leadership, Social Media, Investments, Finance, Sales, Marketing Communications, Training, Leadership Development, Event Management, Marketing Strategy, Project Planning, Digital Marketing, Business Strategy, Banking, Online Marketing, Entrepreneurship, Social Media Marketing, Marketing, Business Development, Online Advertising, New Business Development, Email Marketing, Direct Marketing, Editing, Social Networking, Market Research, Internal Communications, Media Relations, Relationship Management, Product Marketing, Team Building, Advertising, Brand Management, CRM, Coaching, Event Planning, B2B, Cold Calling, Account Management, Strategic Partnerships, Fundraising
Education
Gonzaga University 2009 — 2012
Master of Arts in Communication and Leadership Studies; National Communication Arts Honor Society, Communications
Patten University 2000 — 2009
BA, Communications, With High Honors
Russell Investments June 2014 - Present
Northwestern Mutual December 2011 - June 2014
Wells Fargo Bank May 2011 - December 2011
Northwestern Mutual May 2010 - September 2010
Mill Creek Country Club May 2008 - August 2010
Skills
Budgets, Finance, Human Resources, Leadership, Life Insurance, Management, Marketing Strategy, Strategic Financial..., Retirement, Marketing
Education
Gonzaga University 2007 — 2011
Business Administration, Finance and Marketing
Bishop blanchet High School
Blanchet High School
Soares Financial, Inc October 2007 - Present
Napa Valley Opera House November 2007 - January 2010
Capital Business Service January 2008 - June 2009
Wells Fargo Bank January 2005 - February 2006
North Coast Mortgage October 2000 - January 2005
Education
Golden Gate University
MBA, Business Administration
Freelance January 2013 - Present
AT&T May 1997 - December 2011
Wells Fargo Bank October 1989 - May 1997
Skills
Finance, Accounting, Oracle Applications, Languages, Hyperion Enterprise, Essbase, Budgets, Forecasting, Strategic Financial..., Financial Accounting, Analysis, Business Planning, Management
Education
Golden Gate University 1996 — 1999
Master of Science, Finance
Beijing Second Foreign Language Institute
Bachelor of Arts (BA), English Language and Literature, General
Consumer Portfolio Services May 2012 - Present
United Auto Credit Corporation February 2011 - May 2012
Wells Fargo Dealer Services March 2010 - February 2011
Wells Fargo Bank June 2009 - March 2010
Consumer Portfolio Services January 2002 - May 2009
Triad Financial SM LLC July 2000 - January 2002
Downey Savings March 1999 - July 2000
Pacific Thrift & Loan March 1998 - October 1998
Parkside Financial July 1997 - February 1998
Skills
Sales Management, Coaching, New Business Development, Sales, Marketing, Funding, Mortgage Lending, Residential Mortgages, Automotive Lending, Loans, Problem Solving, Personal Development, Automotive, Dealer Management, Customer Retention, Portfolio Management, Sales Operations, Profit, Underwriting, Call Centers, Selling, Sales Process, Account Management, Negotiation, Customer Satisfaction, Management, Dealers, Competitive Analysis, Deal Closure, Automobile, Forecasting, Cold Calling, Leadership, Strategic Planning, Insurance, Salesforce.com, Training, Loss Mitigation, Time Management, CRM, Retail, Risk Management, Financial Services, Business Development, Loan Servicing, Skip Tracing, Analysis
Education
Golden West College 1979 — 1983
Liberal Arts
Saddleback High School 1975 — 1979
H.S. Diploma
UC Berkeley June 2013 - Present
Textainer March 2001 - May 2013
Wells Fargo Bank January 1997 - March 2001
Education
Golden Gate University
MS, Taxation
University of California, Berkeley
BS, Business Administration
PRECISION TRUSS, INC. May 2005 - February 2008
Wells Fargo Bank September 1959 - January 1983
Education
Golden Gate University 1983 — 1984
BUSINESS MANAGEMENT
STOCKTON JUNIOR COLLEGE 1956 — 1958
AA, BUSINESS MANAGEMENT
Biznode Inc. January 1987 - Present
One Ring Communications Inc. March 2000 - December 2000
American Information Development January 1977 - January 1979
Pacific Telephone January 1976 - January 1977
Wells Fargo Bank January 1971 - January 1976
Skills
Web Design, Strategic Planning, C++, Computer Hardware, Web Development, Program Management, Linux, Software Development, Microsoft Office, Networking, Programming, E-commerce, Python, Servers, Software Engineering, Databases, Testing, System Deployment, Security, Management, Hardware, Integration
Education
Golden Gate University 1979 — 1993
B.S, Information Science
Golden Gate University 1981 — 1983
MBA, Telecommunications Management
Golden Gate University 1979 — 1981
BS, Information Systems
Wells Fargo Bank March 1977 - Present
Wells Fargo Bank January 1999 - November 2003
Skills
Small Business Lending, Commercial Banking, Loans, Commercial Lending, Banking, Mortgage Lending, Sales Management, Credit
Education
Golden Gate University 1982 — 1984
MBA, Finance
Wells Fargo Bank June 2008 - Present
Education
Gonzaga University 2004 — 2008
BA, International Studies, Music Performance
Bishop Manogue Catholic HS 2000 — 2004
High School
Wells Fargo August 2013 - Present
Wells Fargo Bank May 2010 - Present
Bank of America March 2008 - February 2010
Bank of America March 2005 - March 2006
Compass Bank March 2004 - March 2005
Bank of America December 2002 - February 2004
Miller Orthopaedic March 1999 - November 2002
Presbyterian Hospital, Charlotte, NC May 1995 - May 1999
Skills
SAS - 17 years, SQL Assistant, SAS Enterprise Guide, Analysis, SQL, Data Analysis, SAS, Access, Database Marketing
Education
Golden Gate University 1993 — 1994
University of North Carolina at Greensboro 1981 — 1985
Bachelor of Arts (B.A.), Fine/Studio Arts, General
Consultant 2008 - 2012
Symi Limited - UK 2003 - 2012
United Commercial Bank Limited 2009 - 2009
BAWAG 2007 - 2008
credesis 2000 - 2003
Deloitte 1999 - 2000
Bank of America 1992 - 1998
Wells Fargo Bank 1976 - 1989
Skills
Risk Management, Banking, Operational Risk, Credit, Investment Banking, Financial Risk, Loans, Capital Markets, Mergers & Acquisitions, Negotiation, Credit Risk, Credit Analysis
Education
Golden Gate University
MBA, Accounting and Finance
Wells Fargo Bank January 1998 - November 2011
Skills
Application Development, Quality Assurance, Program Development, Programming, Technical Analysis, User Acceptance Testing, System Testing, Software Implementation, Documentation, Job Scheduling, Database Design, Regression Testing, Autosys, Mercury Quality Center, PeopleSoft HRMS 8.9, Oracle SQL, Oracle Applications, MVS, NDM, JCL, Linux Server, ODS, Data Warehousing, Easytrieve, COBOL, Z/OS, TSO, XPe, Change Management, FileAId, Endevor, DB2/SQL, TCP/IP, FTP, DTS, VSAM, PL/SQL, RPG III, DYL 280, SQR, Informatica, SQL, CLIST, Time Attendance System, Data Base Analyst, SharePoint, Panvalet, Toad, Pac2000/Remedy
Education
Golden Gate University
Master's degree, Management Information Systems
연세대학교 / Yonsei University
Bachelor of Science (BS), Biochemistry
Mountain Springs Church 2011 - Present
Wells Fargo Bank October 1980 - December 2009
Education
Golden Gate University
Southeastern Bible College
Christian Education
Gap Inc. November 2012 - Present
Gap Inc./Old Navy June 2012 - October 2012
Wells Fargo Bank 2006 - 2012
Wells Fargo Bank 2001 - 2006
Wells Fargo Bank March 2000 - August 2001
Wells Fargo Bank July 1996 - March 2000
Wells Fargo Bank December 1992 - July 1996
Skills
Customer Service, Strategic Planning, Project Planning, Program Implementation, Highly detail oriented, Multi Tasking, Research, Work Well Independently, Collaboration, Group Setting, Problem Solving, Outstanding..., Oral & Written..., Thrive in A Fast-paced..., Motivated self-starter, Microsoft Excel, Microsoft Word, PowerPoint, Spanish-speaking, Recruiting, Process Improvement, Employee Relations, Human Resources
Education
Golden Gate University
Wells Fargo Bank January 2000 - Present
Wells Fargo Bank May 1998 - December 1999
Wells Fargo Bank May 1997 - May 1998
Skills
Banking, Procedure Development, Treasury Management, Loans, Loan Documents, Management, Operational Risk..., Internal Audit, Business Continuity..., Credit, Document Review, Finance, Staff Development, Problem Solving, Policy Writing, Team Building, Public Speaking, Compliance, New Hire Training, Strategic Planning
Education
Golden Gate University 2004 — 2006
Accounting Certificate
University of San Francisco 2000 — 2002
Bachelor of Science (B.S.), Organizational Behavior Studies
Southwest Paralegal Institute 1996 — 1996
Paralegal Certificate (A.B.A. approved)
Wells Fargo Bank November 2002 - March 2015
VERIZON WIRELESS March 2001 - April 2002
SBC Long Distance May 2000 - December 2000
SBC Long Distance May 1999 - April 2000
Pacific Bell March 1997 - April 1999
Pacific Bell April 1993 - March 1997
Pacific Bell May 1991 - March 1993
Pacific Bell October 1988 - May 1991
Skills
Risk Management, Product Management, Data Analysis, Project Management, Vendor Management, Vendor Relationships, Vendor Management Skills, Vendor Management..., Telecommunications, Telecommunications..., Telecommunications..., Networking
Education
Golden Gate University 1999 — 2000
Master of Science (MS), Telecommunications Management
University of San Francisco 1996 — 1998
Bachelor's degree, Management Information Systems, General